This document summarizes a presentation about Microsoft Dynamics CRM. It discusses demonstrations of the look and feel of CRM, account management, and case management. It also mentions integration with Outlook, embedding SharePoint files in CRM records, and exporting CRM data to Excel. The presentation covers how CRM can provide an end-to-end solution and be accessed in the cloud or on-premises. It discusses themes of accessing what you need, working across boundaries, a cleaner interface, and agile process guidance in CRM.

1. Microsoft Dynamics CRM
Een eerste kennismaking
Peter Meulman
Solution Architect, Microsoft
Ede, 27 maart 2014

2. Introductie
Demo Look and Feel
Demo Accounts
Demo Case Management
Samenvatting
De komende 45 minuten ...
Een eerste
kennismaking
met CRM

3. Microsoft Dynamics CRM 2013 Themes
Access what
you need where
you need it so
you can connect
to customers
Work across
boundaries to
create the right
customer
experiences
Cleaner, faster,
more intuitive
interface drives
productivity
Agile process
guidance lets
you respond to
rapidly
changing
business needs

5. End-to-end solution
Security
& Identity
Management
Platform
Data & Process
Integration
Configuration
& Extensibility
Cloud On-Premises
Customers Employees Partners
in

8. Dynamics CRM Embedded in Outlook
1. Access Dynamics CRM
through Outlook – Online
or Offline
2. Open CRM records from
Outlook
3. Push (“Track”) Outlook
items to CRM Records
• IE: Track and copy an
email & attach to a
CRM record
4. Convert Outlook Records
to a new CRM record (ie:
New lead, new
opportunity or new case)

9. Accounts View in Outlook
1. CRM Ribbon added to
Outlook
2. CRM Menu added to Left
Navigation
3. CRM Views of data
surfaced in Outlook
4. Lync & Skype integration
inside of CRM records

10. SharePoint Natively Embedded in CRM Record
1. Automatically embed
contextual SharePoint Site
in CRM Records:
• Allowing CRM users
to access relevant
SharePoint files
through CRM
• Allowing non-CRM
users to access
relevant SharePoint
files from SharePoint
2. Access SharePoint files
from CRM record
3. Perform SharePoint
actions against files
through CRM

12. 1. Save CRM data exported
into Excel as a spreadsheet
and refresh from CRM as
desired
2. Analyze CRM data with
Excel Pivot Charts
3. Dynamically exported data
into Excel respects CRM
data security model

14. Wat heeft u gezien ?
Look and Feel
Account Management
Case Management

15. 13.45 Break-out II CRM for Members: hoe CRM dé
oplossing was voor Sociaal Fonds Taxi
Henk van Gelderen (Sociaal Fonds Taxi)
en Gerwin Bruining (CRM Partners)
Zaal 4
Datakwaliteit in het DELA project
Klant Gerichter Werken
Raymond Aerts (Coöperatie DELA) en
Marco de Jong (IntoDQ)
Zaal 5
CRM-implementatie: 90% change
management, 10% systeem
Jessica Nevels (Royal HaskoningDHV)
en Yuri Ramdhani (CTB xRM)
Zaal 6
Customer acquisition and cross sell at
every opportunity in banking
Özkan Erener (VeriPark) Zaal 7
Business Processes in CRM Ralf van Gellekom (Microsoft) Expotheater
14.30 Pauze Expofoyer
Vervolg -Programma #ExploreDynCRM