This document highlights several new features in Dynamics CRM 2011 and add-ons from PowerObjects' PowerPack. The top new CRM 2011 features allow for increased collaboration through activity feeds, improved document sharing with SharePoint integration, and enhanced goal and queue management. The PowerPack add-ons provide additional functionality for marketing automation through tools like PowerMailChimp, surveys with PowerSurvey, and more. Upgrading to CRM 2011 allows users to leverage these new capabilities and PowerPack's a la carte add-ons.

1. Dynamics CRM 2011 Greatest Hits

2. #11 Follow Me…

3. Activity Feeds Now you can
collaborate better.
Much like Facebook,
you can follow
opportunities, clients,
users, etc. Available on
mobile as well.
• Increased
collaboration
• Increased
productivity having
CRM feed you
details you are
interested in

4. #10. Happy Together

5. Native SharePoint Integration
Now you can store
documents in
SharePoint and have
the benefit of
contextual accessing
them through CRM
from the related record.
Plus have document
controls and process
collaboration.
• Increased
productivity
• Increased controls
• Improved user
experience.

6. #9. Ain’t No Mountain High Enough

7. Goal Management
Now you can develop
goals in CRM and track
progress against those
goals through
dashboards.
Goals can be :
• Individual or team
• Monetary and activity
analysis
• Hierarchical with roll-
up
More insight into the
business performance.

8. #8. Talk to Me

9. Dialogs: Guided Processes
Now you can standardize
data gathering, customer
dialogs and processes with
this added feature.
1. Opportunity Close –
need to gather specific
details for it to get
handed off
2. Inquiry Management
– Intake desk needs to
• Increases productivity be guided through
• Standardizes processes dialogs with inbound
calls to you
• Improve customer service

10. #7. In the Queue

11. Queue the Queues
Now you can manage
inquiries and activities
in work state queues
• Queues against any
entity
• User and team queues
• Native workflow
support
i.e. Intake inbound
inquiries and then a
workflow rule can route
it to a queue managed
by a group of specialists.

12. #6. Custom Made for You

13. Custom Activities
Now you can
configure “other
custom” activity
types to support
your business
better.
i.e. Credit Checks,
Work Site Activities,
Program Activities

14. #5. Split Personality

15. Multiple Forms…!
Now you can
Utilize Role-based
forms to support
various user roles.
i.e. sales will want a
different view of a
customer than service
• Improves the user
experience
• Improves
Productivity

16. #4. Just What I Needed

17. It’s Personal…Advanced Personalization
Now your users can have
personal views, charts
and dashboards that they
need to carry out their
role in the organization.
You can also pin your
favorite records/views.
• Increases user
productivity
• Improves the user
experience

18. #3. More Cowbell

19. More Outlook Now you have a richer
Outlook experience
where they have:
1. Outlook functionality
on CRM records
2. Preview panes
There is also enhanced
performance &
synchronization.
• Improved user
experience
• Increased
productivity

20. #2. I Can See Clearly Now

21. Now you can visualize any
Inline Visualizations data set in CRM through
charts.
You can navigate visually
through CRM data or a
chart with drill-down
capabilities. You can also
take action on the data
and all charts represent
real time data.
• More insight into the
business
• Increases productivity
• Less reliance on IT

22. #1. Dashboard Paradise

23. Now you can configure
Real-Time Dashboards user, team or
organizational
dashboards.
You can navigate visually
through CRM data or a
chart with drill-down
capabilities. You can also
take action on the data
and all charts represent
real time data.
• More insight into the
business
• Increases productivity
• Less reliance on IT

24. Upgrading to Dynamics CRM 2011 Gives You
the Opportunity to Leverage PowerPack
http://www.powerobjects.com/powerpack

25. What is PowerPack?
• CRM add-ons that add specific functionality
and fill specific gaps in CRM
• A-la-carte: pick and choose only the add-ons
you need
• Easy & fast to import, easy to use

26. The PowerObjects PowerPack Add-ons

27. PowerMailChimp
• Send bulk emails from the CRM using existing
CRM marketing lists
• Process:
– Create template in MailChimp with help of easy
template editor
– Create a CRM marketing list (static or dynamic)
– Create & send your PowerMailChimp blast in CRM!
– Send, open, click, bounce, ect. data synchs back to
CRM automatically
– Statistics related to CRM contacts, leads and accounts

28. PowerMailChimp
• Unsubscribes are synched between
MailChimp and CRM
• Connects with other PowerPack add-ons
– PowerSurvey – send surveys in PowerMailChimp
blasts
– PowerWebTraffic – track web traffic of
PowerMailChimp blast receivers
– PowerWebForm – collect bulk email subscribers
inside CRM

29. PowerMailChimp

30. PowerMailChimp

31. PowerMailChimp

32. PowerMailChimp

33. PowerMailChimp

34. PowerMailChimp

35. PowerMailChimp

36. PowerMailChimp

37. PowerSurvey
• Build and send surveys from within CRM,
and track survey responses back in CRM
• Process:
– Create survey questions & upload survey
banner
– Create survey
– Send survey

38. PowerSurvey

39. PowerSurvey

41. PowerSurvey

43. PowerSurvey

44. PowerSurvey

45. PowerPhoto
• Add a photo to any entity
– Automatically loaded to contact entity, but
can be put on any CRM entity
• Easy drag and drop functionality
• Photos are compressed and saved in CRM

46. PowerPhoto

47. PowerFind
• Searches across accounts, contacts, leads and
campaign responses ONLY
• Configurable reading pane, fast searches
• Sort based on status of record
• Add activities (emails, tasks, ect.) to a record
with one click
• Great tool for finding people in CRM

48. PowerFind

49. PowerGlobalSearch
• Search across ANY entity (even custom
entities) – highly customizable search tool
• Customizable reading pane
• Lightning fast searches
• Add activities to records with one click
• Filter based on type of record and status of
the record

50. PowerGlobalSearch

51. PowerCharge
• Charge credit cards in the CRM without having to
store sensitive card information locally
• Charge cards manually by adding a credit card
transaction activity, or by workflow
• Currently, ePN, BeanStream, and authorize.net
payment gateways are supported

52. PowerCharge

53. PowerCharge

54. PowerCharge

55. PowerWebTraffic
• Ability to track web traffic in CRM from one or
multiple domains
• Relates that traffic to contacts / leads in your CRM
when they click on a link in an email sent from
CRM
• Provides visual website analytics via a dashboard
• Offers raw web traffic & web traffic summary by
day

56. PowerWebTraffic

57. PowerWebTraffic

58. PowerWebTraffic

59. PowerWebTraffic

60. PowerWebTraffic

61. PowerWebTraffic

62. PowerWebTraffic

63. PowerWebTraffic

64. PowerWebTraffic

65. PowerWebForm
• Build web form in CRM, post web forms
on a website and, when submitted, data is
automatically pulled back into CRM
– Duplicate detection built in
– Can create any CRM entity with web form data
– Put on your own web page

66. PowerWebForm

68. PowerWebForm

69. PowerWebForm

70. PowerOneView
• Easily search, filter and read all information
contained in standard activities without having to
open the record
• Can include custom activities/entities
• Configurable reading pane
• Sort by type or status of record, created on and
modified on dates
• Fast searching

71. PowerOneView

72. PowerAutoNumber
• Automatically insert numbers, letters, date,
time or CRM field into any field of any record
in CRM
– Can have multiple fields per record type
– Can concatenate auto-numbers (ex: random
letters & random number)

73. PowerAutoNumber

74. PowerEmail
• Track opens & clicks of emails sent from CRM

75. PowerEmail

76. Importing a PowerPack Add-on
1. Download file from website
2. Go to Solutions area of CRM and Import
3. Wait a few minutes for download to complete
4. Register the trial!

77. Coming Down the Line…

78. PowerZapEvent
• Online event registration management, pulled into
CRM
– Build events, set pricing, configure registrant
questions, set promotions/discount pricing, input
waivers, allow registrants to see if they’re already
registered
– Have multiple event activities for each event
– Good for free or paid events
– Easily post to Facebook, or add registration buttons to
any section of your website

79. PowerZapEvent

80. PowerZapEvent

81. PowerZapEvent

82. PowerZapEvent

83. PowerShare
• Create a web page with a “bundle” of documents
– Instead of sending documents to someone via email,
you create this page, put the documents there & send
the link to them
– Can also expire the page
– Tracks opens and clicks so you can see if someone did
receive/open the documents
• Works with on-prem w. IFD, hosted and online CRMs
• Subscription will be $1/CRM user/month

84. PowerShare

85. Upgrade Today to Start Taking
Advantage of These New
Enhancements
Contact Mary Allen
Mary.allen@powerobjects.com
612-308-7223