SlideShare a Scribd company logo
ALTUS ALLIANCE 2016
TechnologyPremiere:What'sNew
andComingUpinCRM
A Little About Me
• Role
• Business Development Executive
• Responsible for Dynamics CRM and Dynamics
NAV discussions
• Fun Fact
• Had a blast Skydiving twice
• Once on a beautiful sunny day and once in a
terrifying storm
• Noteably absent from the picture: discomfort from
the harness and pure fear (that came later)
CRM Technology Platform
Mobile & Tablet
Social
Marketing
New In Dynamics CRM
• Simplified Exporting
• Minimized windows and steps
• Excel and Word Export Templates
• Reporting and Export Simplification
• User Interface Personalization
• Shading and order adjustments
• Service Functionality Enhancements
• Enhanced Contract and Case Management
• Phone and Tablet UI Changes
• New UI and layout
Peripheral Dynamics CRM Updates
• OneDrive Integration
• Document management is now personalized as users can decide
whether to store within the CRM solution or their personal OneDrive
• Cortana Integration
• For those who have set Cortana up for Windows
• External Party Access
• External Limited View
• Increased Social Engagement, Dynamics Marketing, Power BI,
Delve
Thanks for coming!
@altusdynamics
altusdynamics.com
linkedin.com/company/altus-dynamics

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Altus Alliance 2016 - What's New in Altus Dynamics CRM

  • 2. A Little About Me • Role • Business Development Executive • Responsible for Dynamics CRM and Dynamics NAV discussions • Fun Fact • Had a blast Skydiving twice • Once on a beautiful sunny day and once in a terrifying storm • Noteably absent from the picture: discomfort from the harness and pure fear (that came later)
  • 3. CRM Technology Platform Mobile & Tablet Social Marketing
  • 4. New In Dynamics CRM • Simplified Exporting • Minimized windows and steps • Excel and Word Export Templates • Reporting and Export Simplification • User Interface Personalization • Shading and order adjustments • Service Functionality Enhancements • Enhanced Contract and Case Management • Phone and Tablet UI Changes • New UI and layout
  • 5. Peripheral Dynamics CRM Updates • OneDrive Integration • Document management is now personalized as users can decide whether to store within the CRM solution or their personal OneDrive • Cortana Integration • For those who have set Cortana up for Windows • External Party Access • External Limited View • Increased Social Engagement, Dynamics Marketing, Power BI, Delve