ORGANIZATION AND RELATIONSHIP MANAGEMENT€¦ · CRM for Microsoft Dynamics 365 WEBINAR SERIES...
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ORGANIZATION AND RELATIONSHIP MANAGEMENT AVNI PANDYA TRAINING CONSULTANT
Transcript of ORGANIZATION AND RELATIONSHIP MANAGEMENT€¦ · CRM for Microsoft Dynamics 365 WEBINAR SERIES...
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.
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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
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
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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
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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
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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
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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
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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
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
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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
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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
612.339.3355 x788
Your Presenter
