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TUGA IT 2016
LISBON, PORTUGAL
THANK YOU TO OUR
TEAM
ANDRÉ BATISTA ANDRÉ MELANCIA ANDRÉ VALA ANTÓNIO LOURENÇO BRUNO LOPES CLÁUDIO SILVA
NIKO NEUGEBAUER
R...
© 2016, Right IT Services. All rights reserved
20th, May 2016
Dynamics CRM with Office 365 and Azure
Pedro Azevedo
About me
4
12 years in Microsoft technologies
6 years in Web, Desktop e Mobile
6 working with CRMs
Technical Architect at ...
Agenda
5Dynamics CRM with Office 365 and Azure
CRM Market
Dynamics CRM
Dynamics CRM + Office365
Dynamics CRM + Azure
CRM Market
7
CRM Market
Dynamics CRM with Office 365 and Azure
8
CRM Market
Dynamics CRM with Office 365 and Azure
Gartner CRM Market Share
9
CRM Market
Dynamics CRM with Office 365 and Azure
10
CRM Market
Dynamics CRM with Office 365 and Azure
11
Shop to Grow
Skype (2011)
Yammer (2012)
MarketingPilot (2012) – Microsoft Dynamics Marketing (MDM)
Netbreeze (2013) – M...
12
Dynamics CRM in Numbers
40,000+ companies with 4.4 million users
46 consecutive quarters growning more than 2 digits
Re...
13
Dynamics CRM vs. Salesforce
Microsoft
DynamicsCRM
Salesforce
Dynamics CRM
15
Sales
Sales Analyse
Sales Analyse at real-time
Dashboards; Reports; Excel Export; PowerBI
Management of leads, accounts...
16
Service
Manage and Analyse Incidents
Different level of support based on contracts and SLAs.
Manage and Analyse Service...
17
Marketing
Marketing analysis
Planning and budget
Segmentation of data
Campaign management
Track of leads
18
xRM
Platform for rapid development
Flexible data model
Security through roles
Processes
Customization point-and-click a...
© 2016, Right IT Services. All rights reserved
Microsoft Dynamics CRM
DEMO
20
Microsoft Cloud Platform
Dynamics CRM with Office 365 and Azure
Platform
Business Solutions
(CRM e ERP)
Productivity
Dynamics CRM + Office 365
22
CRM Market
Dynamics CRM with Office 365 and Azure
Maximize efficiency
Productivity everywhere
Flexible solution
23
CRM Market
Dynamics CRM with Office 365 and Azure
24
CRM Market
Dynamics
CRM
Sharepoint
Office 365
Yammer
Skype
PowerBIOneDrive
Exchange
OneNote
Delve
25
Office 365 - Administration
New instancemanagement of licenses
Create and management of users
Management of instances (...
© 2016, Right IT Services. All rights reserved
Office 365 - Administration
DEMO
27
Exchange & Outlook
Email everywhere (web, desktop and mobile client)
Challenges
Connection Options Dynamics CRM Online ...
28
CRM For Outlook
“Track to CRM” feature
Data Centralized of CRM and Outlook
High adoption because familiarity with Outlo...
29
Email Router
E-Mail
E-Mail E-Mail
Support for hybrid environments Could be used in multiple organizations
30
Server Side Synchronization
Email, Tasks, Appointments and Contacts
Cloud Service for Dynamics CRM Online
Without need ...
31
Other Ways
Dynamics CRM for Outlook Web
Contextual Dynamics CRM information about the people sending you email, sales a...
© 2016, Right IT Services. All rights reserved
Outlook & Exchange
DEMO
33
Yammer
Share CRM data with users without a CRM licence
Automatic notification of CRM (win quotes)
We can choose the gro...
© 2016, Right IT Services. All rights reserved
Yammer
DEMO
35
Skype and Lync with Dynamics CRM
Presence information
Click to call
Real-time communications
Instant messages
Conferenc...
36
SharePoint
Configuration through Wizards
Select entities we want create at SharePoint. Automatically folder for each en...
37
Office 365 - Groups
Distribution lists
Collaboration
Unified experience among Microsoft Dynamics CRM and non-Dynamics C...
38
OneDrive for Business
Share documents - 1 TB of space
Create and manage private documents
Documents can be accessed wit...
© 2016, Right IT Services. All rights reserved
Sharepoint + Office 365 Groups + OneDrive
DEMO
40
Office - Excel
Excel embedded within CRM, without need to do alt+tab
Editions and analysis directly on CRM
Import at ba...
41
Office – Word e OneNote
Word
Mail-merge
Templates
OneNote
More rich notes (text, photos, voice, spreadsheets or handwri...
© 2016, Right IT Services. All rights reserved
Office
DEMO
43
PowerBI - Self-service analytics
Microsoft Dynamics CRM
Out-of-the-box connector and templates for Power BI
Analyze sal...
© 2016, Right IT Services. All rights reserved
PowerBI
DEMO
Azure
46
Deploy Dynamics CRM on Azure
Deployment on Microsoft Azure infrastructure as a service (IaaS)
DS-series of virtual mach...
47
Microsoft Azure Service Bus
Dynamics CRM Online or On-Premise
Secure and reliable channel for communicating CRM run-tim...
48
Microsoft Azure Service Bus
Dynamics Marketing
Synchronization data between Dynamics Marketing and Dynamics CRM
49
Azure Event Hub
Microsoft Social Engagement
Highly scalable publish-subscribe event ingestor that can intake millions o...
50
Mobile Offline
Tenant Admin
CRM Admin
Settings
Query Config
DB for End
Point
Post message
to Service Bus
Provision/
Org...
51
Azure offline mobility components
One Subscription per Geo
Separate deployments for prod and trial
Azure components dep...
52
Machine Learning
Service
Identify patterns, so employees can learn from consistent problems and improve
over time
Sales...
53
Voice of Customer
Cloud Services
Designer Service (Web Role)
Web Services for communication between a CRM organization ...
54
Voice of Customer
Azure Content Delivery Network (CDN)
Static content to the survey runtime
such as images, JavaScript ...
55
Others
Express Route
Azure Active Directory
Users
Office 365 Groups
Key Vault
Azure Key Vault service you can encrypt t...
THANK YOU TO OUR
SPONSORS
57
Contactos
pedro.Azevedo@rightitservices.com
http://www.psazevedo.com/
http://xptcrm.com/
@azevedo_pedro
58
Questões
THANKS!!
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Tuga IT 2016 Dynamics CRM with Office 365 and Azure

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Esta apresentação mostra como o Dynamics CRM ganha com a integração com a cloud da microsoft como o Office 365 e Azure.

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Tuga IT 2016 Dynamics CRM with Office 365 and Azure

  1. 1. TUGA IT 2016 LISBON, PORTUGAL
  2. 2. THANK YOU TO OUR TEAM ANDRÉ BATISTA ANDRÉ MELANCIA ANDRÉ VALA ANTÓNIO LOURENÇO BRUNO LOPES CLÁUDIO SILVA NIKO NEUGEBAUER RUI REISRICARDO CABRAL NUNO CANCELO PAULO MATOS PEDRO SIMÕES SANDRA MORGADO SANDRO PEREIRARUI BASTOS NUNO ÁRIAS SILVA
  3. 3. © 2016, Right IT Services. All rights reserved 20th, May 2016 Dynamics CRM with Office 365 and Azure Pedro Azevedo
  4. 4. About me 4 12 years in Microsoft technologies 6 years in Web, Desktop e Mobile 6 working with CRMs Technical Architect at Right IT Services Microsoft Partner company focused on providing CRM solutions, Sharepoint and custom applications. Business Solutions MVP (Dynamics CRM)
  5. 5. Agenda 5Dynamics CRM with Office 365 and Azure CRM Market Dynamics CRM Dynamics CRM + Office365 Dynamics CRM + Azure
  6. 6. CRM Market
  7. 7. 7 CRM Market Dynamics CRM with Office 365 and Azure
  8. 8. 8 CRM Market Dynamics CRM with Office 365 and Azure Gartner CRM Market Share
  9. 9. 9 CRM Market Dynamics CRM with Office 365 and Azure
  10. 10. 10 CRM Market Dynamics CRM with Office 365 and Azure
  11. 11. 11 Shop to Grow Skype (2011) Yammer (2012) MarketingPilot (2012) – Microsoft Dynamics Marketing (MDM) Netbreeze (2013) – Microsoft Social Engagement (MSE) Parature (2014) Mojo Surveys (2015) FieldOne (2015) FantasySalesTeam (2015) Adxstudio (2015) Dynamics CRM with Office 365 and Azure
  12. 12. 12 Dynamics CRM in Numbers 40,000+ companies with 4.4 million users 46 consecutive quarters growning more than 2 digits Receipts of CRM Online grow 80% (Q1 Fiscal 2015) Dynamics CRM with Office 365 and Azure Win in categories: Enterprise CRM Suite Midmarket CRM Suite Small Business CRM Suite Sales Force Automation
  13. 13. 13 Dynamics CRM vs. Salesforce Microsoft DynamicsCRM Salesforce
  14. 14. Dynamics CRM
  15. 15. 15 Sales Sales Analyse Sales Analyse at real-time Dashboards; Reports; Excel Export; PowerBI Management of leads, accounts and opportunities Mobility Smartphones and tablets applications Voice Commands Offline Acess Guided Process of Sales Know what best process and know which state is the record and what is missing to accomplish
  16. 16. 16 Service Manage and Analyse Incidents Different level of support based on contracts and SLAs. Manage and Analyse Services Scheduling of services Knownledgment Managenagement Resolution for incidentes already resolved USD All applications just in one window
  17. 17. 17 Marketing Marketing analysis Planning and budget Segmentation of data Campaign management Track of leads
  18. 18. 18 xRM Platform for rapid development Flexible data model Security through roles Processes Customization point-and-click and declarative design Developing tools
  19. 19. © 2016, Right IT Services. All rights reserved Microsoft Dynamics CRM DEMO
  20. 20. 20 Microsoft Cloud Platform Dynamics CRM with Office 365 and Azure Platform Business Solutions (CRM e ERP) Productivity
  21. 21. Dynamics CRM + Office 365
  22. 22. 22 CRM Market Dynamics CRM with Office 365 and Azure Maximize efficiency Productivity everywhere Flexible solution
  23. 23. 23 CRM Market Dynamics CRM with Office 365 and Azure
  24. 24. 24 CRM Market Dynamics CRM Sharepoint Office 365 Yammer Skype PowerBIOneDrive Exchange OneNote Delve
  25. 25. 25 Office 365 - Administration New instancemanagement of licenses Create and management of users Management of instances (production and tests) Edit – properties (name, url, goal, type of instance; security group) Reset – reset a sandbox instance and restore initial configurations Copy – Copy data and application to a sandbox instance Admin – admin mode with a custom message Notifications – who can receive notifications of instances Schedule updates Install add-ons
  26. 26. © 2016, Right IT Services. All rights reserved Office 365 - Administration DEMO
  27. 27. 27 Exchange & Outlook Email everywhere (web, desktop and mobile client) Challenges Connection Options Dynamics CRM Online <-> Exchange Online; Send and receive Emails with Dynamics CRM Online. Answers Microsoft Outlook Email Router Server-side sync CRM App for Outlook Web Folder based synchronization
  28. 28. 28 CRM For Outlook “Track to CRM” feature Data Centralized of CRM and Outlook High adoption because familiarity with Outlook Convert to Lead, Opportunity or Incident Access offline data of CRM
  29. 29. 29 Email Router E-Mail E-Mail E-Mail Support for hybrid environments Could be used in multiple organizations
  30. 30. 30 Server Side Synchronization Email, Tasks, Appointments and Contacts Cloud Service for Dynamics CRM Online Without need installation Configuration in Dynamics CRM
  31. 31. 31 Other Ways Dynamics CRM for Outlook Web Contextual Dynamics CRM information about the people sending you email, sales activities, cases and opportunities Track the email and associate with CRM entity and convert in client, contact or a lead Good support to mobile Demands an installation and restricted to OWA version Folder based synchronization Email tracking is very important (keep everyone with last information) Available with all device that supports Exchange Allow automatic track and set the regarding entity Works with Exchange rules (Without need intervation of system administrators, users can create the rules.)
  32. 32. © 2016, Right IT Services. All rights reserved Outlook & Exchange DEMO
  33. 33. 33 Yammer Share CRM data with users without a CRM licence Automatic notification of CRM (win quotes) We can choose the group where goes general conversation and for each entity we can choose other group. Integrated experience between all clients applications
  34. 34. © 2016, Right IT Services. All rights reserved Yammer DEMO
  35. 35. 35 Skype and Lync with Dynamics CRM Presence information Click to call Real-time communications Instant messages Conferences and meetings Calls Meetings tracked as activities
  36. 36. 36 SharePoint Configuration through Wizards Select entities we want create at SharePoint. Automatically folder for each entity. Native experience Create; Upload; Visualization Check-In; Check-Out; View history Cheaper Cloud Storage for Documents Contextual documents with the records Interact without a CRM license, accessing directly with SharePoint Can be the base for customize help – documents or sites
  37. 37. 37 Office 365 - Groups Distribution lists Collaboration Unified experience among Microsoft Dynamics CRM and non-Dynamics CRM users Calendar, documents and conversations grouped in only place; All interactions in a CRM record context Groups available in Outlook, Office 365 and the Dynamics CRM record. Mobile access.
  38. 38. 38 OneDrive for Business Share documents - 1 TB of space Create and manage private documents Documents can be accessed within Dynamics CRM in the document grid Storage is important in Dynamics CRM
  39. 39. © 2016, Right IT Services. All rights reserved Sharepoint + Office 365 Groups + OneDrive DEMO
  40. 40. 40 Office - Excel Excel embedded within CRM, without need to do alt+tab Editions and analysis directly on CRM Import at background Export as static Export dynamically Update with new data We can submit the changes Templates – Document Generation
  41. 41. 41 Office – Word e OneNote Word Mail-merge Templates OneNote More rich notes (text, photos, voice, spreadsheets or handwritten notes) Automatically create a notebook contextualized with the register of CRM. Embedded inside Dynamics CRM Office Delve Powered by Office Graph
  42. 42. © 2016, Right IT Services. All rights reserved Office DEMO
  43. 43. 43 PowerBI - Self-service analytics Microsoft Dynamics CRM Out-of-the-box connector and templates for Power BI Analyze sales performance, drive pipeline goals and prepare forecasts Microsoft Dynamics Marketing Content pack for Power BI
  44. 44. © 2016, Right IT Services. All rights reserved PowerBI DEMO
  45. 45. Azure
  46. 46. 46 Deploy Dynamics CRM on Azure Deployment on Microsoft Azure infrastructure as a service (IaaS) DS-series of virtual machines Preferred method for the deployment of Dynamics CRM onto Azure IaaS is using Microsoft Dynamics Lifecycle Services (LCS) LCS, a cloud-based application life cycle management tool LCS is Azure-based software as a service (SaaS) that’s free to Microsoft Dynamics customers On-Premise Azure Premium Storage Locally redundant storage (LRS) and keeps three copies of the data in a single region Premium Storage isn’t required for non-production environments
  47. 47. 47 Microsoft Azure Service Bus Dynamics CRM Online or On-Premise Secure and reliable channel for communicating CRM run-time data to external cloud-based line-of-business (LOB) applications
  48. 48. 48 Microsoft Azure Service Bus Dynamics Marketing Synchronization data between Dynamics Marketing and Dynamics CRM
  49. 49. 49 Azure Event Hub Microsoft Social Engagement Highly scalable publish-subscribe event ingestor that can intake millions of events per second Once you have the data ingested into the event hub, you can access the data from any application that you connected to your event hub.
  50. 50. 50 Mobile Offline Tenant Admin CRM Admin Settings Query Config DB for End Point Post message to Service Bus Provision/ Org Worker role process message Update CRM Config DB (Org end point) Offline Provisioning
  51. 51. 51 Azure offline mobility components One Subscription per Geo Separate deployments for prod and trial Azure components deployed Cloud Service Queue – crm updates Worker role – executes actions SQL server DB Two Storage accounts Diagnostics Sync Server Logs
  52. 52. 52 Machine Learning Service Identify patterns, so employees can learn from consistent problems and improve over time Sales Using the Recommendations API, a native capability is added to the product catalog to generate automatic recommendations Custom
  53. 53. 53 Voice of Customer Cloud Services Designer Service (Web Role) Web Services for communication between a CRM organization and the multi-tenanted Voice of the Customer Azure components. Survey Runtime (Web Role) Submitted survey responses are stored temporarily on an Azure Service Bus queue before being processed retrieved by CRM. Response Processor (Worker Role) Worker role is responsible for processing the raw completed surveys into valid survey responses that can be created in CRM. Azure Key Vault All cloud services store configuration data in Azure Key Vault. Organization, tenant data is stored in SQL Azure. Azure SQL Database Voice of the Customer uses SQL Azure to store: Piped data; Survey metadata; Organization (tenant) data Azure Blob Storage Survey definitions and partially completed (saved) responses are stored to Azure Blob storage.
  54. 54. 54 Voice of Customer Azure Content Delivery Network (CDN) Static content to the survey runtime such as images, JavaScript and CSS. Azure Active Directory The Voice of the Customer solution uses Azure Active Directory Service to authenticate web services. Azure Service Bus Messages created when a survey is displayed / submitted are stored temporarily to an organization’s (tenant’s) Azure Service Bus Queue
  55. 55. 55 Others Express Route Azure Active Directory Users Office 365 Groups Key Vault Azure Key Vault service you can encrypt the keys as well Multi-factor Authentication
  56. 56. THANK YOU TO OUR SPONSORS
  57. 57. 57 Contactos pedro.Azevedo@rightitservices.com http://www.psazevedo.com/ http://xptcrm.com/ @azevedo_pedro
  58. 58. 58 Questões
  59. 59. THANKS!!

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