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CRM 2011 launch
The document summarizes a presentation about new features in Microsoft Dynamics CRM 2011. It highlights enhancements in three areas: making CRM more familiar through an improved user interface, more intelligent through new analytics and process tools, and more connected through enhanced collaboration and integration features. The presentation also demonstrates these new capabilities through live demos and discusses Microsoft's momentum in the CRM market in terms of customers, partners and cloud deployment options.
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CRM 2011 launch
- 1. Rose Business SolutionsCRM2011 LaunchKen FarmerSteve Chapman11512 El Camino Real, Suite 310 – San Diego, CA 92130(858) 794-9401 – www.rosebizinc.com
- 2. CRM 2011 LaunchSeelive CRM 2011 demonstrations with opportunities to ask questionsSee the newest enhancements in actionLearn what’s available in the CRM MarketplaceLearn about extending CRM functionality in your organizationDiscuss the merits of on-premise versus online deploymentsLearn about connecting CRM to GPDiscuss CRM alternatives
- 3. PCBrowserPhoneSales ProductivityMarketing EffectivenessExtendedCRM ApplicationsCustomer CareRelationships • Interactions • Process • InsightsxRMFrameworkCloudOn-premises
- 4. Microsoft Dynamics CRM2011The Power of ProductivityFAMILIARCONNECTEDINTELLIGENTNatural &PersonalCollaborative &IntegratedInsightful &Actionable
- 5. Familiar: Natural andPersonalFAMILIARCONNECTEDINTELLIGENTOffice Fluent UI ExperienceNext-gen Outlook ClientRole-Tailored Forms & ViewsAdvancedPersonalizationField Level SecurityProductivityEnhancementsExcel Enhancements
- 6. Office Fluent UICRMRibbon
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- 9. One-click to customizeNext-GenerationOutlook ExperienceMulti-app Client
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- 11. Preview panesRole TailoredForms and ViewsRole-based forms
- 12. Multiple Forms perentity
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- 14. Drag n’ DropcustomizationAdvanced PersonalizationPersonal views
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- 17. Navigation preferencesField LevelSecurityFull field level security
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- 20. Add or editdata from Excel
- 21. PowerPivot supportCRM 2011LaunchDemo…
- 22. Intelligent: Insightful andActionableFAMILIARCONNECTEDINTELLIGENTReal-Time DashboardsGuided ProcessesInlineVisualizationGoal ManagementConditional FormattingEnhanced Queues Pervasive Auditing
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- 25. Drag ‘n Dropcreation
- 26. Extensible through WebResourcesGuided ProcessesProcess Dialogs
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- 31. .NET 4 ChartControlsGoal ManagementBusiness goal tracking
- 32. User and teamgoals
- 33. Monetary and activityanalysis
- 34. Hierarchical with roll-upConditionalFormattingNative Outlook presentation
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- 38. Record or fieldlevel
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- 40. Comprehensive audit historyCRM 2011 LaunchDemo…
- 41. Connected: Collaborative andIntegratedFAMILIARCONNECTEDINTELLIGENTBusinessConnectionsContextualSharePointTeamManagementDeclarative DesignSolutions ManagementDynamics MarketplaceDeveloper Tools
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- 48. Process collaborationTeam ManagementTeam ownership of records
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- 50. Team roll-up reportingDeclarativeDesignOne click to customize
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- 55. Click & TryexperienceDeveloper ToolsWCF and .NET 4.0
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- 58. Open Data Protocol(OData)CRM 2011 LaunchDemo…
- 59. Microsoft Dynamics CRM2011FAMILIARCONNECTEDINTELLIGENTOffice Fluent UI ExperienceNext-gen Outlook ClientRole-Tailored Forms & ViewsAdvancedPersonalizationField Level SecurityProductivity EnhancementsExcel EnhancementsConnection RolesContextualSharePointSolutionsDynamics MarketplaceDeclarative DesignTeam ManagementDeveloper ToolsReal-Time DashboardsGuided ProcessesInline VisualizationGoal ManagementConditional FormattingEnhanced Queues Pervasive Auditing
- 60. Over 500 enhancementsAndMany More . . .Business Process ManagementBusiness org. modeling
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- 62. Hyperlink support inprompts
- 63. Static & dynamicresponse types for prompts
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- 74. Text search withdocumentsUser ExperienceNative Outlook search experience
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- 83. Voice recognition toolssupport
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- 85. Outlook categories onCRM records
- 86.
- 87. Data mappingPersonalizationMultiple applicationuse/switching
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- 91. Flexible filtering andsearch
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- 94. Personalized reading paneCustomerCareCustom activities
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- 101. System-wide auditingSales Quotamanagement
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- 111. Improved Data ImportWizardCustomization and ExtensibilityForms designer
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- 115. “Any to Any”relationships
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- 117. Interactive override forField Level Security
- 118.
- 119. HIPAA certifiableManagement andAdministrationMulti-nation setup
- 120. Claims based set-upconfiguration
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- 126. Tenant by tenantupgrade migration
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- 128. Deployment Web-ServicesIntegrationAzure ServiceBus integration
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- 130. Bulk data loadSolutionManagementSolutions hosting
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- 134. Listings details andmanagement
- 135. Search and navigationMicrosoftDynamics CRM MomentumRegional datacenters inthe Americas, EMEA, and APACMulti-tenant architecture for power of choice between cloud and on-premises deploymentDeveloper symmetry between our cloud and on-premises assets for integration and extensibilityMore value for less helps customers make the most of their investmentsOver 1,400,000 users in more than 80 countries with 40+ languages. Fastest CRM vendor to reach 1 million users.Over 23,000 customers fromsmall to enterpriseOver 1,200 software and services partners with new Dynamics CRM competencyOver 100 service providershosting Dynamics CRM solutions
- 136. Driving Leadership inCRM WorldwideLeader in Forrester Wave ratings for CRM Suites(Large & Midsized)Leader in Forrester Wave rating for CRM Suites, Customer ServiceLeader in the Gartner Customer Service MQLeader in Gartner Sales Force MQ* Access the full analyst kit via Partner Source
- 137. Professional ServicesManufacturingFinancial ServicesRetail& HospitalityHealth &Life SciencesPublicSectorTravel &Entertainment
- 138. Comparing CRM Onlinewith On Premise
Editor's Notes
- #9 Different roles within your organization can be presented with different forms,e.g customer service vs. sales
- #10 Can personalize the home page.Recently Visited list allows you to easily access the records of various types you just viewed.
- #11 Allows you to hide or protect from edit any filed on any form based on profiles and rules.
- #16 Processes include: Workflow Dialogs Wizard like interface, requiring user action
- #18 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
- #19 Layouts on forms and columns in grids can be modified or created using web-based editors, requiring no programming.
- #23 A contact can be linked to multiple accounts so you can track the various places a specific individual might have worked.
- #24 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
- #33 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).