The document presents an overview of the Dynamics CRM roadmap for 2015, highlighting Intergen and Empired's accomplishments, including multiple awards and significant project deliveries. It details new features and updates, particularly focusing on mobile CRM capabilities, customer engagement tools, and upcoming versions. Additionally, it outlines steps for signing up for the Microsoft Dynamics CRM fall 2015 preview programs and emphasizes the importance of customer feedback management.

1. Dynamics Day 2015
Dynamics CRM Roadmap

2.  15+ years CRM experience
 CRM Evangelist
 Microsoft CRM MVP & Microsoft Partner seller
 @FozzyNZ
 www.nakedcrm.com
Steve Foster
CRM Product and Marketing
Manager
 15+ years CRM experience
 CRM Evagelist
 Microsoft CRM MVP & Microsoft Partner seller
 @dylanhaskins
 www.dylanhaskins.com
Dylan Haskins
CRM Solution Architect
PRESENTERS - THE TEAM

3. For the next 40 mins we will be talking about …
Intergen’s
CRM Year
What’s just
been and
what's next
Let’s take a
look

4. CRM Year in Review

5. Intergen + Empired = Leaders in Dynamics CRM
Microsoft Partner
Awards 2015 Winners of
Dynamics CRM and
Dynamics ERP
3 Dynamics CRM MVPs
(3 out of 64)
100s of CRM
projects
delivered
Over 10,000
CRM seats sold
Implemented
Dynamics CRM
for Microsoft
Corp, key
global trusted
partner
Over 70 CRM
Team Members
Over 300 CRM
Customers
2014 Microsoft
Inner Circle
Member of the
Partner Advisory
Council 1 of 20
Largest reseller of 3rd
Party Add Ons
ClickDimensions, Resco,
ADXStudio

6. Intergen + Empired = Leaders in Dynamics CRM
CRM in the cloud has
been high the agenda
this year
Top Industries: Public
Sector, Agri-Services,
FMCG, Education
Largest
deployment
200 users
20+ new CRM
customers
Over 5 new
CRM
consultants
Over 110 CRM
pieces of work
delivered
Hot Topics -
Mobile CRM
Simplicity
Marketing
Team presented at
global events – CRMUG
Reno, Idea Conference

7. Summary Announcements 2015

8. Key Announcements
Acquisitions
Mojo Surveys VOC
Field One
ADXStudio
Fantasy Sales Team
Go To Market
Cloud Solution Provider
Intergen Tier 1
Empired Tier 1
Marketing Automation CSP Offer

9. Advanced Marketing
Automation
$225 per
user per
month*
 Base Marketing Implementation
Services
 Pre-built IP
 Pre-built Power BI dashboards for
Google Analytics and
ClickDimensions included
 ClickDimensions Standard Package**
 Web to lead form
 Social Engagement (min 10 users)
 Unlimited On-going Training
 Auto Upgrades
* One off set-up costs excluded
** Subject to a fair use policy

10. Released May 2015 – CRM 2015 Update 1

11. •
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Themes for CRM spring 2015 wave

12. Let’s take a look at the
Spring release

13. Late “Fall” 2015 – CRM 2016

14. Investment Themes
System of
Intelligence
Contextual, Productive
Relationships
Predictive Analytics for the
rest of us]
Knowledge Management
Platform
XRM as a Service
Bulk Data Loader
Ecosystem Growth
Next-Gen Search
Interactive Service Hub
Voice of Customer
Integrated
Productivity
Platform
Office App V2
One Drive for business
Mail Merge Update
Excel Analysis
Power BI Dashboards
Mobile
Offline
Task-based Experiences
Rich controls for business
users
Mobile Marketing
Fall highlights

15. Next Generation Search
15
Entities enabled for Relevance Search are syncing to an external search index. Learn more
Set up Search
Select entities for Categorized Search
Enable Relevance Search

16. Bulk Data Loader
16

17. Voice of the Customer
Enterprise feedback management across
multiple channels
Capture customer issues more effectively
during or after support calls
Test new products, offerings and pricing with
specific customer segments
Analyze customer feedback to help identify
gaps and deliver insights on service, products
and offerings

18. Mobile User
Productivity
• Cortana
• Document management
• App-to-App deep linking
Mobility Themes
Mobile Platform for
Business Analysts
• Mobile focus controls
• Task based experiences
• Mobile client form preview
• Web Resources & IFRAME
Enterprise Grade
Capabilities
• Offline support
• InTune mobile management

19. Calendar
Arc Knob
Auto-Complete
Bullet Graph
Flip Switch
Input Mask
Linear Gauge
Linear Slider
Multimedia
Number Input
Option Sets
Radial Knob
Signature/Pen
Star Rating
Website Preview
15 New Mobile Controls

20. Calendar
Arc Knob
Auto-Complete
Bullet Graph
Flip Switch
Input Mask
Linear Gauge
Linear Slider
Multimedia
Number Input
Option Sets
Radial Knob
Signature/Pen
Star Rating
Website Preview

21. Form Preview

22. Let’s take a look at the Fall
release – Mobile

23. Interactive Service Hubs

24. Real-time dashboard for
a One-place view of
workload
Configurable data
streams for multiple
entities
Interactive chart based
visual filters
Perform actions directly
from Streams
Granular and
customizable filtering
criteria
Customizable display

25. Understand your data at a
glance
With charts and tiles
Quickly see changes and
patterns to act effectively
Monitor Queue volume
and drill down to see
queue data thru tiles
Associate color-identifiers
for cases in streams
Apply interactive visual
filters to prioritize
workload

26. Customer 360 for a complete
view of your customer’s touch
points
Timeline allows a unified view
of your customer’s interactions
across channels
Engage directly with your
customer from the timeline
and create follow-up activities,
set reminders..
Redefined business process
interactions
Quick commands provide the
ability to act on records
without losing context.
With the Reference panel,
Integrated KB and contextual
viewing of related info.

27. Knowledge Base

28. Summary
• Complete overhaul of creation, authoring, approval and
translations
• New WYSIWYG editor
• Leverages the new forms created in Interactive Service
• Versioning
• Capture who is using what - views
• Embedded KB in CRM forms now using CRM or Parature

29. Let’s take a look at the Fall
release – Engagement Hub

30. Please find listed below the steps for signing up for the Microsoft Dynamics CRM Fall 2015 Preview programs, which include
Microsoft Dynamics CRM “Ara,” Microsoft Dynamics Marketing “Capella,” and Microsoft Social Engagement “Corvus.”
Signups are open to all org types and individuals. The sign-up survey supports self-sign-up only – sign-up -on-behalf-of
scenarios are not supported.
To sign up for the Fall 2015 Preview Programs
Step 1. To turn on your permission to the Preview Sign-up site on Connect, please click the following link:
https://connect.microsoft.com/site687/InvitationUse.aspx?ProgramID=8964&InvitationID=F015-J3TB-CBJV
Note: You must complete any “mandatory” surveys (using sample data if the survey is not relevant) presented to you prior to
gaining access to the Microsoft Dynamics CRM Fall 2015 Preview Programs Sign-up Survey. If you must complete a mandatory
survey, please click the link in Step 1 a second time before proceeding to step 2.
Step 2. (optional) After completing step 1, for an overview of each program, please see the Preview Summary deck available
via Connect Downloads at the following link:
http://connect.microsoft.com/site687/Downloads/DownloadDetails.aspx?DownloadID=58756
This download package also contains a copy of the Microsoft Dynamics CRM Online Services Pre-Release Subscription
Agreement translated into Arabic, Chinese (Simplified), Danish, Dutch, French, German, Hebrew, Japanese, Portuguese (Brazil),
Portuguese (Portugal), Russian, and Spanish.
Step 3. To access the sign-up survey, please click the following link:
http://connect.microsoft.com/site687/Survey/Survey.aspx?SurveyID=17696
Please complete and submit one survey for each organization that you would like to sign up. The survey supports signing-up
an organization for all three products with one submission.
Preview sign-up timeline (all three programs) – August 6th – December 1st
Preview start – September – Fall 2015