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Crm stream step 2 m-hance with sharepoint - m-hance three steps to microsoft success 2015
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Three steps to success 2. “m-hance” with Microsoft SharePoint Amanda Grant Market Development Director 3 Steps to Success
Transcript of Crm stream step 2 m-hance with sharepoint - m-hance three steps to microsoft success 2015
Three steps to success
2. “m-hance” with Microsoft
SharePoint
Amanda GrantMarket Development Director
3 Steps to Success
I’ve heard of SharePoint but I’m really not sure….
Where do you start?
Where do you want
to go?
I have issues…….
Common Document Issues….
1. Multiple Versions
2. Network Shares
3. Retention Policy
We need to more…..
Common Collaboration Issues….
1. Team Collaboration
2. Network Shares
3. Retention Policy
2. Knowledge Sharing
3. Mobility & Access 4. Single Point to Search
Successful Intranet!!
So what does success look like?
Document Centre
Document Centre
Document Centre
SharePoint Search
Search Centre
Search Centre
Search Preview
Building a Successful Intranet!!
Start Spreading the News….
Internet Search Staples….
Short Cuts / Quick Links
Short Cuts / Quick Links
m-hance leads the charge with Wigan Warriors – Read more…
Publishing Content
Sharing Knowledge & Ideas
Newsfeed & Yammer
In Summary….
• Over 50 SharePoint Projects delivered
• Microsoft Certifications
• Enhanced CRM Integration
• On-line or On-Premise
• OnePlace – Packaged Intranet
How can m-hance help?
It’s a Journey….
LIFT OFF!!!!!Plan
Engage
Measure
Thank you
Please complete your feedback forms now
Three steps to success
2. “m-hance” with added functionality
for Microsoft Dynamics CRM
Gino De Vita
Microsoft Dynamics CRMSenior Consultant
What is an m-hancement?
An m-hancement is where we can add value above and beyond out-of-the-box CRM
Examples
Web Portals• Customer portals• Partner/Supplier portals• Collaboration
Integrations• Dynamics GP, NAV & AX• 3rd Party Products and Websites
Solutions• Industry specific; Not for Profit, Sports,
Hospitality & Leisure & Construction• Accelerated development
Web Portals
Web Portals
Membership / Subscription
Event Sign-up
Ordering
Profile Updates
Case and Issue Management
Collaboration
Dynamics CRM
Integrations
Scribe
Company Records?Contacts Records?Quotations? Cases? Sales History? Invoice History?
Dynamics CRM ERP
Scribe
Vertical Solutions
Not for Profit
Gift Aid MembershipManagement
Microsoft Dynamics
CRM
Website CMSThird Party Donation
Sites
Operational Systems
Reporting
Campaign
Finance*
*Standard if integrating with Microsoft Dynamics GP
HMRC Gift Aid Portal
Advocacy
Customer Specific Core CRM NfP 360
Fundraising Management
Sports Hospitality &
Leisure
Membership Management
m-hanceSHL360
Ticketing HospitalityEvent Management
Customer Service
Loyalty
Access Control
Associations
EPOS
Reporting
Marketing
Finance*
Customer Specific Core SHL360 Standard
*Standard if integrating with Microsoft Dynamics GP
Integration
Constructionand Project
based selling
Companies and Contacts
m-hance Build360
Events Frameworks
Project Leads
Prequalify and Bid
Project Tracking
Relationships
Documents &
Collaboration
Reporting
Marketing
Finance
Customer Specific Core Build360 Standard
Multiple opptys& quotes
Integration
Thank you
Please complete your feedback forms now
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