Getting started with Microsoft dynamics crm 2016
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Transcript of Getting started with Microsoft dynamics crm 2016
Dynamics CRM Developers Group Hyderabad.
Dynamics CRM Developers Group Hyderabad.
Contents What is CRM? Intro to Microsoft Dynamics CRM Microsoft Dynamics Stack History of Dynamics CRM Basic CRM Terminologies Basic Modules in Dynamics CRM New Features in Dynamics CRM 2016 Certification path for Dynamics CRM
Dynamics CRM Developers Group Hyderabad.
What is Customer Relationship Management?●CRM refers to the practices, strategies and technologies that
organizations use to manage and analyse customer interactions throughout the customer lifecycle.
●As the name implies CRM is all about improving an organization's’ relationship with its customers, and driving more sales.
Dynamics CRM Developers Group Hyderabad.
Dynamics CRM Developers Group Hyderabad.
Introduction to Dynamics CRM An Online customer
relationship management tool from Microsoft.
You can keep track of all customer interactions.
Perform Marketing, Sales and Service Operations.
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Dynamics CRM Developers Group Hyderabad.
Features of Dynamics CRM●Easy to Use. Easy to Navigate. Microsoft Office like User Interface.●Can access from Online, Tablets and Mobile devices.●It is the part of Microsoft’s Dynamics family.●Developed based on .Net Framework.●Extendible using Inbuilt features as well as C#.Net and Jscript.●Social CRM features are included along with 2015 release.
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Microsoft Dynamics StackMicrosoft Dynamics CRM is the CRM solution from Microsoft.
Microsoft Dynamics ERP comprises following ERP applications: Microsoft Dynamics AX (formerly Axapta) Microsoft Dynamics GP (formerly Great Plains Software) - Microsoft Dynamics NAV (formerly Navision) - Microsoft Dynamics SL (formerly Solomon IV) - management
software Microsoft Dynamics C5 (formerly Concorde C5)
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History Dynamics CRMiCommunicate.NET was the Predecessor of Dynamics CRM Microsoft CRM 1.0 - January 2003. Microsoft CRM 1.2 - December 8, 2003 Microsoft Dynamics CRM 3.0 - aka Titan - December 5, 2005. Microsoft Dynamics CRM 4.0 - December 2007. Microsoft Dynamics CRM 2011 - February 2011 Microsoft Dynamics CRM 2013 -November 2013. Microsoft Dynamics CRM 2015 - September 2014. Microsoft Dynamics CRM 2016 - December 2015.
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Dynamics CRM Clients Web Browsers Mobile Devices Outlook
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Deployment Models CRM On Premise - Active Directory. CRM Online - Passport Authentication Partner Hosted
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Elements of Dynamics CRM Application Sales Marketing Service Contact Management Workflows Reporting Collaboration
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Dynamics CRM Developers Group Hyderabad.
Modules of Dynamics CRM Sales Marketing Service Social Settings
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Sales Management in Dynamics CRM Microsoft Dynamics CRM is designed to support the sales process
from acquiring new leads through the close of sale. Customer Management: Account and Contacts Lead Management Opportunity Management Advanced Order Processing: Quotes, Orders and Invoices. Product Catalog
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Sales Life Cycle in Dynamics CRM Create Leads. Qualify Leads Convert To Opportunity. Create Quotes Create Orders Generate Invoices.
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Marketing Management Manage all your marketing activities from a single place and track the ROI from your marketing efforts. Campaign Management - planning till execution Marketing lists and Customer segmentation Converting Campaign responses Analytics and reporting Marketing/sales collaboration tools
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Marketing Life Cycle Planning & Budgeting Creating Marketing lists. Creating Marketing
Campaigns Executing Campaigns Tracking Campaign
Responses
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Service Management and Scheduling Allows you to manage and track customer service activity in your
organization. The customer service functionality is broken down into two main
function sets: service management and service scheduling.
Case and Incident Management Knowledge Base Management Service Scheduling Incident routing and queuing Product and contract management service reporting and analytics
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Case Management Create New Case Assign to a SR or Queue Resolve the Case Reactivate the Case Reassign to right SR. Resolve the Case.
Dynamics CRM Developers Group Hyderabad.
Dynamics CRM Developers Group Hyderabad.
Basic CRM Terminology Accounts Contacts Leads Opportunities Product Catalog Campaigns Marketing Lists Cases Contracts Service Level Agreements
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Dynamics CRM Application Components Entities and Records Activities Business Process Flows(BPFs) Forms and Sub-grids Views and Charts Dashboards Processes Reports
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Dynamics CRM Developers Group Hyderabad.
Application Navigation
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Walk through Dynamics CRM Application Command Bar Based Navigation Work Area /Modules Section Advanced Find and Quick Search Most Recently Used Quick Create Dashboards Views, Reports and Charts.
Dynamics CRM Developers Group Hyderabad.
Dynamics CRM Developers Group Hyderabad.
New Features in Dynamics CRM 2016 Interactive Service Hub
Case Enhancements One click document generation Document Associated View Knowledge Management Capabilities One Drive for business
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Interactive Service Hub An entirely new interface
for service desk agents. Display more interactive
Dashboards and Forms. Accessible using a
different url than CRM url.
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One Click Document GenerationAllows to quickly generate documents from CRM Data.
Create Templates and later use them for doc generations.
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One Drive for business Store private documents
using the new OneDrive for Business option
You can store upto 1 TB or more with OneDrive Business
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Dynamics CRM Developers Group Hyderabad.
Opportunities In the Market Dynamics CRM is a hot skill in the job market today. A 3-5 years experienced CRM Developer can get a package of is
$80,000 – to $120,000 / year in the US Market. In UK the median salary of CRM developers is 45,000 GBP/ year while
CRM Admins can get 36,000 GBP/ year.
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Dynamics CRM Job Roles Functional Consultants Technical Consultants CRM Admins Business Analysts CRM Quality Analysts/Testers Techno-functional Consultants
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Dynamics CRM Developers Group Hyderabad.
Dynamics CRM Developers Group Hyderabad.
Dynamics CRM 2016 CertificationsMB2-710: Microsoft Dynamics CRM 2016 Online Deployment
MB2-711: Microsoft Dynamics CRM 2016 Installation
MB2-712: Microsoft Dynamics CRM 2016 Customization and Configuration
MB2-713: Microsoft Dynamics CRM 2016 Sales
MB2-714: Microsoft Dynamics CRM 2016 Customer Service
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Dynamics CRM 2015 Certifications MB2-704: Microsoft Dynamics CRM Application
MB2-706: Microsoft Dynamics CRM Online Deployment
MB2-707: Microsoft Dynamics CRM Customisation and Configuration
MB2-708: Microsoft Dynamics CRM Installation
MB2-709: Microsoft Dynamics Marketing
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Dynamics CRM 2013 Certifications MB2-700: Microsoft Dynamics CRM 2013 Applications
MB2-701: Extending Microsoft Dynamics CRM 2013
MB2-702: Microsoft Dynamics CRM 2013 Deployment
MB2-703: Microsoft Dynamics CRM 2013 Customisation and Configuration
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Questions?
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