CRM 2011 launch
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This is a slide deck we used for our Microsoft CRM 2011 Launch Event.
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CRM 2011 launch
- 1. Rose Business Solutions CRM 2011 Launch Ken Farmer Steve Chapman 11512 El Camino Real, Suite 310 – San Diego, CA 92130 (858) 794-9401 – www.rosebizinc.com
- 2. CRM 2011 Launch See live CRM 2011 demonstrations with opportunities to ask questions See the newest enhancements in action Learn what’s available in the CRM Marketplace Learn about extending CRM functionality in your organization Discuss the merits of on-premise versus online deployments Learn about connecting CRM to GP Discuss CRM alternatives
- 3. PC Browser Phone Sales Productivity Marketing Effectiveness Extended CRM Applications Customer Care Relationships • Interactions • Process • Insights xRMFramework Cloud On-premises
- 4. Microsoft Dynamics CRM 2011The Power of Productivity FAMILIAR CONNECTED INTELLIGENT Natural & Personal Collaborative & Integrated Insightful & Actionable
- 5. Familiar: Natural and Personal FAMILIAR CONNECTED INTELLIGENT Office Fluent UI Experience Next-gen Outlook Client Role-Tailored Forms & Views AdvancedPersonalization Field Level Security ProductivityEnhancements Excel Enhancements
- 12. Multiple Forms per entity
- 13. Web and Mobile
- 20. Add or edit data from Excel
- 22. Intelligent: Insightful and Actionable FAMILIAR CONNECTED INTELLIGENT Real-Time Dashboards Guided Processes InlineVisualization Goal Management Conditional Formatting Enhanced Queues Pervasive Auditing
- 25. Drag ‘n Drop creation
- 29. Data drill-down
- 32. User and team goals
- 33. Monetary and activity analysis
- 38. Record or field level
- 41. Connected: Collaborative and Integrated FAMILIAR CONNECTED INTELLIGENT BusinessConnections ContextualSharePoint TeamManagement Declarative Design Solutions Management Dynamics Marketplace Developer Tools
- 51. Drag-and-Drop UI
- 56. Web Resources
- 57. .NET data types
- 59. Microsoft Dynamics CRM 2011 FAMILIAR CONNECTED INTELLIGENT Office Fluent UI Experience Next-gen Outlook Client Role-Tailored Forms & Views AdvancedPersonalization Field Level Security Productivity Enhancements Excel Enhancements Connection Roles ContextualSharePoint Solutions Dynamics Marketplace Declarative Design Team Management Developer Tools Real-Time Dashboards Guided Processes Inline Visualization Goal Management Conditional Formatting Enhanced Queues Pervasive Auditing
- 62. Hyperlink support in prompts
- 63. Static & dynamic response types for prompts
- 68. Version control
- 71. Quick preview
- 73. Single sign-in
- 75. Column filters
- 78. Record counts
- 81. Context menus
- 83. Voice recognition tools support
- 85. Outlook categories on CRM records
- 89. Dynamic forms
- 91. Flexible filtering and search
- 96. Case modeling
- 99. Flexible queues
- 103. Connections
- 104. Custom currency
- 105. Sales dashboard
- 106. Write-in products
- 109. Bulk update
- 110. Rich CRM eMails
- 112. System views
- 115. “Any to Any” relationships
- 117. Interactive override for Field Level Security
- 120. Claims based set-up configuration
- 124. MUI upgrades
- 125. Org. update/upgrade
- 126. Tenant by tenant upgrade migration
- 127. Server farm updates
- 129. Firewall tunneling
- 132. Managed properties
- 133. Community rankings
- 134. Listings details and management
- 136. Driving Leadership in CRM Worldwide Leader in Forrester Wave ratings for CRM Suites(Large & Midsized) Leader in Forrester Wave rating for CRM Suites, Customer Service Leader in the Gartner Customer Service MQ Leader in Gartner Sales Force MQ * Access the full analyst kit via Partner Source
- 137. Professional Services Manufacturing Financial Services Retail & Hospitality Health &Life Sciences PublicSector Travel &Entertainment
- 138. Comparing CRM Online with On Premise
Editor's Notes
- Different roles within your organization can be presented with different forms,e.g customer service vs. sales
- Can personalize the home page.Recently Visited list allows you to easily access the records of various types you just viewed.
- Allows you to hide or protect from edit any filed on any form based on profiles and rules.
- Processes include: Workflow Dialogs Wizard like interface, requiring user action
- Business Goal – Not just sales, any metric can be tracked e.g. The number of activities a salesperson ha to complete in a quarter, the number of new customers that need to be signed up in a period
- Layouts on forms and columns in grids can be modified or created using web-based editors, requiring no programming.
- A contact can be linked to multiple accounts so you can track the various places a specific individual might have worked.
- Use the power of SharePoint with CRM, e.g. you have a number of documents that need to be executed before an opportunity can be closed; use workflow, and store documents in SharePoint
- 3 years ago, Microsoft Dynamics CRM was discussed in 20% of analyst inquiries. Now due to the work that has been done, Microsoft Dynamics CRM is being discussed virtually 100% of the time (either directly from customer inquiry or analyst suggesting the customers look at Dynamics CRM).