TechEd 2010 - Dynamics CRM 2011 What\'s new

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What\'s new in CRM 2011

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TechEd 2010 - Dynamics CRM 2011 What\'s new

  1. 1. IntroducingDynamics CRM 2011<br />Amir Ariel – Microsoft Israel<br />VeredHazrati – Elad Group<br />
  2. 2. Looking back<br />Release Timeline and Market Expansion<br />What’s New in CRM 2011<br />Familiar User Experiences<br />Intelligent Solution<br />Connected <br />System Requirements<br />Questions and Answers<br />
  3. 3. January 2003MS CRM 1.0<br />
  4. 4. December 2003MS CRM 1.2<br />
  5. 5. December 2005Dynamics CRM 3.0<br />
  6. 6. December 2007Dynamics CRM 4.0<br />
  7. 7. 100,000<br />Avg. response time of 0.29 sec<br />http://blogs.msdn.com/b/crm/archive/2010/04/13/new-benchmark-100-000-concurrent-users-with-virtualization.aspx<br />
  8. 8. 1,400,000<br />
  9. 9. 80<br />
  10. 10. 500<br />
  11. 11. Mid-size Companies<br />Large Enterprises<br />Small Businesses<br />23,000<br />
  12. 12. 1,200<br />
  13. 13. 41<br />Arabic <br />Basque<br />Bulgarian<br />Chinese (Hong Kong)<br />Chinese (PRC)<br />Chinese (Taiwan) Catalan <br />Croatian<br />Czech<br />Danish<br />Dutch<br />English <br />Estonian<br />Finnish<br />French <br />Galician<br />German <br />Greek<br />Hebrew<br />Hindi<br />Hungarian<br />Italian<br />Japanese<br />Kazakh<br />Korean<br />Latvian<br />Lithuanian<br />Norwegian <br />Polish<br />Portuguese (Br)<br />Portuguese (Ptg)<br />Romanian<br />Russian<br />Serbian (Latin)<br />Slovak<br />Slovenian<br />Spanish<br />Swedish<br />Thai <br />Turkish<br />Ukrainian<br />
  14. 14. 1<br />Large Organizations<br />Midsize Organizations<br />http://www.forrester.com/rb/Research/wave%26trade%3B_crm_suites_for_midsized_organizations%2C_q2/q/id/56879/t/2<br />http://www.forrester.com/rb/Research/wave%26trade%3B_crm_suites_for_large_organizations%2C_q2/q/id/55828/t/2<br />
  15. 15. 1<br />
  16. 16. Revolution<br />
  17. 17. The new Queen on the block<br />
  18. 18. Microsoft Dynamics CRM 2011<br />“Microsoft Dynamics CRM 2011 is going to be a game changer!”<br />
  19. 19. Over 500 enhancements<br />What’s New. . .<br />Business Process Management<br /><ul><li>Business org. modeling
  20. 20. Tree based designer
  21. 21. Hyperlink support in prompts
  22. 22. Static & dynamic response types for prompts
  23. 23. Custom workflow activity
  24. 24. Import/export process definition
  25. 25. AppFabric integration
  26. 26. Interactive workflow</li></ul>Content Management<br /><ul><li>Track changes
  27. 27. Version control
  28. 28. Automatic folder creation
  29. 29. Secure file sharing
  30. 30. Quick preview
  31. 31. Simultaneous editing
  32. 32. Single sign-in
  33. 33. Text search with documents</li></ul>User Experience<br /><ul><li>Native Outlook search experience
  34. 34. Column filters
  35. 35. eMail template support
  36. 36. Outlook Social Connector
  37. 37. Record counts
  38. 38. Re-occurring meetings
  39. 39. Meetings bi-directional synch
  40. 40. Context menus
  41. 41. Accessibility compliance
  42. 42. Voice recognition tools support
  43. 43. Outlook follow-up/reminders
  44. 44. Outlook categories on CRM records
  45. 45. Data cleansing enhancements
  46. 46. Data mapping</li></ul>Personalization<br /><ul><li>Multiple application use/switching
  47. 47. Intelligent choice controls
  48. 48. Dynamic forms
  49. 49. Navigation shortcuts
  50. 50. Flexible filtering and search
  51. 51. View selection persistence
  52. 52. Personalized synch folders
  53. 53. Personalized reading pane</li></ul>Customer Care<br /><ul><li>Custom activities
  54. 54. Customer care dashboard
  55. 55. Case modeling
  56. 56. KB article customization
  57. 57. Workload management
  58. 58. Flexible queues
  59. 59. Business/contact center goals
  60. 60. System-wide auditing</li></ul>Sales <br /><ul><li>Quota management
  61. 61. Team selling capabilities
  62. 62. Connections
  63. 63. Custom currency
  64. 64. Sales dashboard
  65. 65. Write-in products
  66. 66. Negative price support</li></ul>Marketing<br /><ul><li>Marketing dashboard
  67. 67. Dynamic Marketing Lists
  68. 68. Bulk update
  69. 69. Rich CRM eMails
  70. 70. Improved Data Import Wizard</li></ul>Customization and Extensibility<br /><ul><li>Forms designer
  71. 71. System views
  72. 72. Visualization Designer
  73. 73. Customizable dashboards
  74. 74. “Any to Any” relationships
  75. 75. Multi-factor authentication
  76. 76. Interactive override for Field Level Security
  77. 77. Global Jscript libraries
  78. 78. HIPAA certifiable</li></ul>Management and Administration<br /><ul><li>Multi-nation setup
  79. 79. Claims based set-up configuration
  80. 80. Server admin automation
  81. 81. Organization management automation
  82. 82. Simple Internet-facing deployment
  83. 83. MUI upgrades
  84. 84. Org. update/upgrade
  85. 85. Tenant by tenant upgrade migration
  86. 86. Server farm updates
  87. 87. Deployment Web-Services</li></ul>Integration<br /><ul><li>Azure Service Bus integration
  88. 88. Firewall tunneling
  89. 89. Bulk data load</li></ul>Solution Management<br /><ul><li>Solutions hosting
  90. 90. Solution lifecycle management
  91. 91. Managed properties
  92. 92. Community rankings
  93. 93. Listings details and management
  94. 94. Search and navigation</li></li></ul><li>Release Timeline<br />September 2010<br />CRM 2011 Beta withDynamics Marketplace <br />January 2011<br />CRM Online RTW<br />Q1 2011<br />CRM 2011 RTM<br />“Microsoft Dynamics CRM Online releases worldwide”<br />“Microsoft Dynamics CRM 2011 beta for Online andon-premises; Dynamics Marketplace debuts”<br />“Microsoft Dynamics CRM 2011 release to manufacturing for on-premises and hosters”<br />
  95. 95. The Power of Choice<br />Browser<br />PC<br />Phone<br />Sales <br />Productivity<br />Extended CRM Applications<br />Customer <br />Care<br />Marketing Effectiveness<br />Relationships • Interactions • Process • Insights<br />xRM Framework<br />Cloud<br />On-premises<br />
  96. 96. The Evolution From CRM to xRM<br />xRM= “Any”Relationship Management<br />Partner Relationship Management<br />Asset Management<br />Distributor Relationship Management<br />Property Management<br />Reseller Relationship Management<br />Fleet Management<br />Employee Relationship Management<br />Case Management<br />Contractor Relationship Management<br />Task Management<br />Customer Relationship Management<br />Supplier Relationship Management<br />Event Management<br />Rapid Application Development<br />Business Process Management<br />Business<br />Intelligence<br />Office and Web-based User Experiences<br />Shared Infrastructure and Services<br />
  97. 97. Based on 3 Key Design Principles<br />FAMILIAR<br />CONNECTED<br />INTELLIGENT<br />natural &<br />personal<br />collaborative &<br />integrated<br />insightful &<br />actionable<br />SOURCE: GARTNER (June and July 2009)<br />
  98. 98. The Power of Productivity: Familiar solutions drive adoption<br />FAMILIAR<br />CONNECTED<br />INTELLIGENT<br />Office Fluent UI experience<br />Next-gen Outlook client<br />RoleTailored forms & views<br />Advanced Personalization<br />Productivity Enhancements<br />SOURCE: GARTNER (June and July 2009)<br />
  99. 99. CRM And Microsoft OutlookNext-Generation Outlook Experience<br />
  100. 100. Office Fluent UI<br />
  101. 101. Conditional Formatting<br />
  102. 102. Role Tailored Forms and Views<br />
  103. 103. Field Level Security<br />
  104. 104. Excel Enhancements<br />
  105. 105. The Power of Productivity: Intelligent<br />FAMILIAR<br />CONNECTED<br />INTELLIGENT<br />Office Fluent UI experience<br />Next-gen Outlook client<br />RoleTailored forms & views<br />Advanced Personalization<br />ProductivityEnhancements<br />Real-time Dashboards<br />Guided Process<br />Visual Analysis & Navigation<br />Conditional Formatting<br />SOURCE: GARTNER (June and July 2009)<br />
  106. 106. Real-Time Dashboards<br />
  107. 107. Inline Visualization<br />
  108. 108. Advanced Personalization<br />
  109. 109. Goal Management<br />
  110. 110. Pervasive Auditing<br />
  111. 111. The Power of Productivity: Connected<br />FAMILIAR<br />CONNECTED<br />INTELLIGENT<br />Office Fluent UI experience<br />Next-gen Outlook client<br />RoleTailored forms & views<br />Advanced Personalization<br />Productivity Enhancements<br />Real-time Dashboards<br />Guided Process<br />Visual Analysis & Navigation<br />Conditional Formatting<br />Business Connections<br />ContextualSharePoint<br />Cloud solutions & extensions<br />Mobile Express<br />Solutions Management<br />Dynamics Marketplace<br />SOURCE: GARTNER (June and July 2009)<br />
  112. 112. Contextual SharePoint<br />
  113. 113. Guided Processes<br />
  114. 114. Teamwork and Collaboration<br />
  115. 115. Mobile ExpressInstantly Enable Mobile Access<br />
  116. 116. Business Connections<br />
  117. 117. Customizing CRM<br />
  118. 118. Package Your Solutions<br />
  119. 119. Cloud Solutions<br />
  120. 120. Dynamics Marketplace<br />
  121. 121. Develop Advanced SolutionsLeverage your existing skills and tools<br />
  122. 122. But Wait…There’s More!<br />Field Level Security<br />Auditing<br />Excel export and re-import<br />Track recurring Outlook meetings<br />SRS Reporting Online<br />Portable Report Wizard reports<br />Portal Accelerators as solutions<br />Improved Getting Started Pane<br />Total record count on data grids<br />Goal Management<br />Bulk Email attachments<br />Improved accessibility and support for assistive technologies<br />Customer Care Accelerator (CCA)<br />Built-in Import Wizard replaces Data Migration Manager<br />High performance bulk data load<br />“CRM 2011 is going to be a game changer”<br />Aaron Elder –Ascentium<br />
  123. 123. <ul><li>Familiar</li></ul>Outlook Client, Office Experience<br /><ul><li>Intelligent</li></ul>Dashboards, Inline BI<br /><ul><li>ConnectedCloud, Mobile, SharePoint
  124. 124. Game Changer!</li></li></ul><li>Go Dos:<br />Engage with a certified partner<br />Consider Upgrade<br />Next sessions: <br />Are you Social? CRM Tomorrow 09:30 - 10:45, Dan Hotel Blue Hall B<br />60 Minutes Magic with Dynamics xRMTomorrow 11:15 - 12:15, Bat-Sheva Hall <br />
  125. 125. השותפים שלנו<br />ורד חזרתי veredh@elad.co.il <br />054-5609120<br />אילן אלדר, נטוויז ILANEL@NETWISE.CO.IL 050-5886534<br />ורד פרידמן, E4D vered@e4d.co.il<br />054-5615454<br />טל עמרם, מלם-תים tala@g-s.co.il<br />052-3878493<br />קובי מגנזי, מטריקס<br />kobim@matrix.co.il<br /> 052-8343371 <br />רפי מרקמן, Prodware<br />rmarkman@prodware.fr<br />052-6886422<br />
  126. 126.
  127. 127. © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.<br />The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.<br />

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