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Convergence 2012 Dynamics CRM
May 1, 2012
© 2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com
Agenda
Welcome
CRM 2011
Questions
Next Steps
© 2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com
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
© 2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com
Nov 2011 Service Update “R7” – Social Productivity & Enterprise Cloud
© 2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com
Q2 2012 – “R8” – CRM Anywhere
© 2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com
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)
© 2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com
CRM Anywhere – Mobility
© 2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com
CRM Anywhere – Mobility
© 2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com
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
© 2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com
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
© 2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com
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
© 2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com
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
© 2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com
CRM Anywhere – SQL Server 2012
© 2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com
CRM Anywhere – Certifications
© 2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com
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
© 2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com
Agenda
Welcome
CRM 2011
Questions
Next Steps
© 2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com
© 2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com
Agenda
Welcome
GP 2013
Questions
Next Steps
© 2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com
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
www.emergenow.com
© 2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com
Lance Krumholz
20 North Wacker Drive, Suite 1870
Chicago, IL 60606
312-669-9600 x383
www.emergenow.com
John Szuberla
20 North Wacker Drive, Suite 1870
Chicago, IL 60606
312-669-9600 x446
www.emergenow.com
Thanks!
