Dynamics CRM - Emtec Inc Dynamics® CRM Roadmap November 2011 Service Update “R7 ...

Convergence 2012 Dynamics CRM

May 1, 2012

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Agenda

Welcome

CRM 2011

Questions

Next Steps

http://www.microsoft.com/dynamics/convergence/houston12/Default.aspx?p=Logo


Microsoft Dynamics® CRM Roadmap

November 2011 Service Update “R7”

Social Productivity

& Enterprise Cloud

“R8”

CRM Anywhere

”R9”

Social Customer

Engagement &

Next Gen Productivity

Q4 2011 Q1 2012 Q2 2012 Q3 2012 Q4 2012



Nov 2011 Service Update “R7” – Social Productivity & Enterprise Cloud



Q2 2012 – “R8” – CRM Anywhere



CRM Anywhere – Mobility • CRM Online or CRM On-Premise (with

IFD) supported

• Subscription through Dynamics Marketplace ($30 per user per month)

• CRM On-Premise (AD, IFD, or ADFS) – will still need to purchase an on-premise mobile solution from CWR Mobility or other ISV

• Each user can use up to 3 devices

• Windows Phone 7

• Support for rival devices using native client, not a browser. This allows for disconnected processing.

• iPhone 3GS+ (iOS 5+)

• iPad/iPad2 (iOS 5+)

• Android (2.2+)

• Blackberry (6.x & 7.x)



CRM Anywhere – Mobility



CRM Anywhere – Browser Flexibility

• Supported on PC, MAC, and

iOS

• Internet Explorer (7.x +) on

Windows 7, Vista, and XP

• Support for rival browsers • Safari (5.1.1+) on Mac OS-X or iPad

2 (iOS 5.x)

• Firefox (6+) on PC or Mac OS-X / iOS

5.x

• Chrome (13+) on PC



CRM Anywhere – Social

Enhanced Activity Feeds

• Improves functionality

introduced with “R7”

• Like/Unlike

• Enhanced Filtering

• Can view timeline wall of all

posts using @me filter

• CRM Online or CRM On-

Premise

• Updated Mobile Activity Feeds

App for WP 7.5



CRM Anywhere – Industry Templates

• Focused on specific basic end-to-end vertical processes

• Includes: • Data model

• Dashboards

• Workflows

• Sample data

• Obtain on Dynamics Marketplace as Microsoft Dynamics Labs

• Community Supported Forums

• Industries: • Life Annuity Insurance Sales

• Non-Profit

• Health Plan Sales

• Wealth Management



CRM Anywhere – SQL Server 2012

• SQL 2012 support, which • Improves reporting and analytics

• Improves performance and scalability

• Improves security

• Improves disaster recovery

• CRM Online runs on SQL 2012

• SQL Azure Data Sync – a cloud service that provides bi-directional data synchronization between databases across datacenter and cloud

• New Power View SSRS capability providing intuitive ad-hoc reporting, including some pre-defined CRM templates (previously called Project Crescent)

• Reports can be filtered and animated

• Obtain on Dynamics Marketplace as Microsoft Dynamics Labs



CRM Anywhere – SQL Server 2012



CRM Anywhere – Certifications



Q4 2012 – “R9” – Social Customer Engagement & Next Gen Productivity

• Delivers • The best integration with Outlook15/Office 365 clients and services running on

PCs and all popular mobile devices

• Native integration with social and cloud data services to find, win, and retain valued customers

• Enterprise-class scalability and management capabilities to build trust and agility in the cloud and to accelerate enterprise adoption

• 7 Scenarios • Build Trust in the Enterprise

• Integrated Self-Service with O365

• Social Care for Twitter & Facebook

• Seamless People Experience with Office

• Find, Know, and Connect with the Right People

• Staying on Top of the Situation

• CRM Client Runs in Outlook 15

Source: Bill Patterson and Craig Dewar, CSCRM07 Microsoft Dynamics CRM: Product Roadmap and Primer,

March 21, 2012, Microsoft Convergence



Agenda

Welcome

CRM 2011

Questions

Next Steps



Agenda

Welcome

GP 2013

Questions

Next Steps



Past and Future Webcasts

• GP 2010 • GP 2013 Features • Managed Reporter

• AX2012 Features

• AX2012 Upgrades

• BI/Reporting

GP 4/24 AX 5/8

• “R7” Social Productivity & Enterprise Cloud

• “R8” CRM Anywhere

• ”R9” Social Customer Engagement & Next Gen Productivity

CRM 5/1


P 20

Deb Marotta

20 North Wacker Drive, Suite 1870

Chicago, IL 60606

312-669-9600 x 653

[email protected]

www.emergenow.com


Lance Krumholz


Chicago, IL 60606

312-669-9600 x383

[email protected]

www.emergenow.com

John Szuberla


Chicago, IL 60606

312-669-9600 x446

[email protected]

www.emergenow.com

Thanks!

Dynamics CRM - Emtec Inc Dynamics® CRM Roadmap November 2011 Service Update “R7 ...

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