ORGANIZATION AND RELATIONSHIP MANAGEMENTAVNI PANDYA

TRAINING CONSULTANT

Content Disclaimer

All information and content is presented on Preview software and not the Launched product. Product is subject to changes, per Microsoft’s discretion.

2

We are a professional

services firm

100% focused on

Microsoft Dynamics

365.

Training Consultant

PowerObjects HQ (Minneapolis)

Meet Your Panelist

Avni Pandya

linkedin.com/company/93746

@joecrm

1

avni.pandya@hcl-powerobjects.com

612.339.3355 x788

Your Presenter

CRM for Microsoft Dynamics 365

WEBINAR SERIESWhat’s New for CRM July 25, 9am - 9:30am CST

What’s New for the End User July 27, 9am - 9:30am CST

What’s New for the Admin & Customizer August 1, 9am - 9:30am CST

Mobile Experience August 3, 9am - 9:30am CST

Lead Gen & Sales Navigator (Sales & Talent) August 8, 9am - 9:30am CST

Organization & Relationship Management August 10, 9am - 9:30am CST

Unified Client Interface August 15, 9am - 9:30am CST

Business Edition August 17, 9am - 9:30am CST

Customer Insights August 22, 9am - 9:30am CST

Introduction and Agenda

6

New and

Updated

Features

Online Only

No DemoGA Expected

in the Fall

All information and content is presented on Preview software and not the Launched product. Product is

subject to changes, per Microsoft’s discretion.

Organization and Relationship Management

Organization Insights

Relationship Insights

7All information and content is presented on Preview software and not the Launched product. Product is

subject to changes, per Microsoft’s discretion.

Our POV

8

Organization InsightsPublic Preview December 2016General Availability July 2017

Visualize Dynamics 365 Usage, Activity, and Quality of Service

9All information and content is presented on Preview software and not the Launched product. Product is

subject to changes, per Microsoft’s discretion.

Solution Available via Microsoft AppSource, Included in License

10All information and content is presented on Preview software and not the Launched product. Product is

subject to changes, per Microsoft’s discretion.

Most Installed App

on AppSource

Settings > Organization Insights

11All information and content is presented on Preview software and not the Launched product. Product is

subject to changes, per Microsoft’s discretion.

Key Insights

User Adoption

Storage

Process Status

12All information and content is presented on Preview software and not the Launched product. Product is

subject to changes, per Microsoft’s discretion.

Visualize User Adoption

13All information and content is presented on Preview software and not the Launched product. Product is

subject to changes, per Microsoft’s discretion.

User Adoption Insights and Benefits

14All information and content is presented on Preview software and not the Launched product. Product is

subject to changes, per Microsoft’s discretion.

Insi

gh

ts • Active Users for

last 90 Days

• User Operations,

such as

Create/Delete

• Most Used

Custom Entities

• Most Used OOB

Entities

Ben

efi

ts • Drive Training

and

Communications

• Gauge ROI of

Customizations

and Licenses

Visualize Storage

15All information and content is presented on Preview software and not the Launched product. Product is

subject to changes, per Microsoft’s discretion.

Storage Insights and Benefits

16All information and content is presented on Preview software and not the Launched product. Product is

subject to changes, per Microsoft’s discretion.

Insi

gh

ts • Total Storage

at Tenant Level

• Storage

Distribution by

Instances

• Top Tables by

Size and Row

Ben

efi

ts • Optimize

Storage Within

Existing

Structure

• Manage and

Anticipate

Storage Needs

Visualize Process Status: System Jobs

17All information and content is presented on Preview software and not the Launched product. Product is

subject to changes, per Microsoft’s discretion.

Visualize Process Status: Plug-Ins

18All information and content is presented on Preview software and not the Launched product. Product is

subject to changes, per Microsoft’s discretion.

Visualize Process Status: API Calls

19All information and content is presented on Preview software and not the Launched product. Product is

subject to changes, per Microsoft’s discretion.

Process Status

20All information and content is presented on Preview software and not the Launched product. Product is

subject to changes, per Microsoft’s discretion.

Insi

gh

ts • Workflows/Plug-

Ins/API Calls by

Failures

• Avg Plug-In/

System Job

Execution Time

• System Job

Backlog

Ben

efi

ts • Drill Down to

Error Detail for

Workflows/APIs

• Optimize

Performance

• Troubleshoot

Effectively

Our POV

21

Organization InsightsPublic Preview July 2017

Usage Drilldown

22All information and content is presented on Preview software and not the Launched product. Product is

subject to changes, per Microsoft’s discretion.

• By User

• By Device

• By OS

• By Client

• By Security Role

• By Business Units

• By Workloads

Our POV

23

Organization InsightsPrivate Preview July 2017

Notification and Alerts

24All information and content is presented on Preview software and not the Launched product. Product is

subject to changes, per Microsoft’s discretion.

• Around OperationalIssues

• E.g. Failing Plugins,Workflow Errors

Optimize Performance

Manage Storage

Drive User Adoption

Organization Insights

25All information and content is presented on Preview software and not the Launched product. Product is

subject to changes, per Microsoft’s discretion.

Our POV

26

Relationship InsightsPublic Preview December 2016General Availability July 2017

27All information and content is presented on Preview software and not the Launched product. Product is

subject to changes, per Microsoft’s discretion.

Relationship

AssistantWatches your daily activities and

generates smart, action cards

Email

engagement

Track opens and replies

Schedule good delivery times

Alerts to follow up

Auto Capture Find and track relevant messages

28All information and content is presented on Preview software and not the Launched product. Product is

subject to changes, per Microsoft’s discretion.

Prerequisites

29All information and content is presented on Preview software and not the Launched product. Product is

subject to changes, per Microsoft’s discretion.

Other requirements

• Auto Capture• Exchange Online

• Web client

• Approve emails

• Use Server-side-sync

• Email engagement• Document management enabled

• OneDrive for Business

30All information and content is presented on Preview software and not the Launched product. Product is

subject to changes, per Microsoft’s discretion.

Configuration

35All information and content is presented on Preview software and not the Launched product. Product is

subject to changes, per Microsoft’s discretion.

Check it out!

36All information and content is presented on Preview software and not the Launched product. Product is

subject to changes, per Microsoft’s discretion.

Email Engagement

• Follow emails

• Can be done from the App for Dynamics 365

37All information and content is presented on Preview software and not the Launched product. Product is

subject to changes, per Microsoft’s discretion.

Monitor activity

• Opens

• Clicks

• Replies

• Attachment opens

38All information and content is presented on Preview software and not the Launched product. Product is

subject to changes, per Microsoft’s discretion.

Auto Capture

• Emails from the Web Client

• Follows automatically

• Provides insight and reminders

39All information and content is presented on Preview software and not the Launched product. Product is

subject to changes, per Microsoft’s discretion.

Mobile Client Refresh for July 2017 (UCI)

• Action cards on Workspace

• Action cards on Dashboards

• Action cards on Forms

• Notification icon in Global Navigation Bar

Our POV

40

Relationship InsightsPublic Preview July 2017

Relationship Analytics with Exchange and Dynamics 365 Data

See Team and Customers Engagement with Response Rate and Time KPIs

See Health and Detailed View on Account

41All information and content is presented on Preview software and not the Launched product. Product is

subject to changes, per Microsoft’s discretion.

Relationship Analytics and Relationship Assistant on UCI

• Email Engagement Statistics on Unified Interface

• Customer Feedback loop for Insights

42All information and content is presented on Preview software and not the Launched product. Product is

subject to changes, per Microsoft’s discretion.

Capture Interactions

Analyze Responses

Manage Relationships

Relationship Insights

43All information and content is presented on Preview software and not the Launched product. Product is

subject to changes, per Microsoft’s discretion.

NEW Fall Course offerings for Dynamics 365

44

Visit: powerobjects.com/dynamics-crm-events

Promo Code:

“DynamicsInJuly” for 15% off**Expires August 31, 2017

Citizen Developer ClassSeptember 18-21 | Minneapolis

Developer: EnvironmentFall Dates| Minneapolis

Developer: ExtendingFall Dates| Minneapolis

Questions?

What’s New for CRM July 25, 9am - 9:30am CST

What’s New for the End User July 27, 9am - 9:30am CST

What’s New for the Admin & Customizer August 1, 9am - 9:30am CST

Mobile Experience August 3, 9am - 9:30am CST

Lead Gen & Sales Navigator (Sales & Talent) August 8, 9am - 9:30am CST

Organization & Relationship Management August 10, 9am - 9:30am CST

Unified Client Interface August 15, 9am - 9:30am CST

Business Edition August 17, 9am - 9:30am CST

Customer Insights August 22, 9am - 9:30am CST

THANK YOU!

Training Consultant

PowerObjects HQ (Minneapolis)

Meet Your Panelist

Avni Pandya

linkedin.com/company/93746

@joecrm

1

avni.pandya@hcl-powerobjects.com

612.339.3355 x788

Your Presenter