it’s coming _ comping poslovna rješenja. 10. sastanak microsoft dynamics community adriatics...

IT’s coming _

Comping poslovna rješenja

10. sastanak Microsoft Dynamics Community Adriatics

eXtremeCRM 2012 Berlin

Trpimir KvesićDominik Rojković

Comping d.o.o.

ORACLE Certified Advantage Partner

Microsoft LAR i Gold Partner

HP Preferred Partner

Hummingbird Master Reseller

Winternals Reseller

Novell Silver Solutions Provider

Cisco Registered Partner

RSA Security Select Level Partner

Sadržaj

Koncept konferencije Malo o brojkama Zašto se isplati sudjelovati? Sales&Marketing track

Trendovi Top 3 predavanja

Extend&Deploy track Trendovi Top 3 predavanja

Zaključak

Koncept konferencije

Organizirana od strane partnera Kreirana za partnere

4 tracka: Voditeljski (Practice Leader Summit) Prodajno-marketinški (Sell track) Konzultantski (Deploy track) Razvojni (Extend track)

Malo o brojkama

470 sudionika 233 organizacije 3 sudionika iz Hrvatske 41 predavač 53 predavanja App Chalenge – 4 tima

Zašto se isplati sudjelovati? (1)

Uspostavljanje kontakata sa: Microsoft managementom Uspješnim partnerima s gotovim rješenjima Partnerima iz regije Industrijskim stručnjacima Tehničkim ekspertima

Zašto se isplati sudjelovati? (2)

Pregled Microsoft Dynamics CRM roadmapa i zadnjih releas-a Najboljih praksi tranzicije u cloud Trendova

Odgovori na pitanja Kako učiti na tuđim greškama? Kako se natjecati/surađivati s ostalim MS Dynamics CRM

partnerima? Kako se natjecati sa Siebelom, SalesForce-om i ostalima?

Zašto se isplati sudjelovati? (3)

> MS Dynamics besplatni voucheri za prvih 200 prijavljenih> Dobra i obilna klopa> Super piva na kraju svakog dana> Berlin

Trendovi iz prodajno-marketinške perspektive

Mobilni CRM Social CRM xRM CRM Online CRM + Office365 + Lync + Sharepoint

Top 3 predavanja Sales&Marketing track

Social Intelligence2012

Solve, not Sell.

Use “Social Intelligence” to win

• Understand the business issues, challenges• Is the right time?• How are you connected?• Competitors – theirs and yours• What meaningful problems can you solve?• It’s not about having a name or email address…

prospects & customers never take a call or email

92%

It’s about People, not Contacts

| SLIDE :16

…….more INTELLIGENCE

Not just for Sales

• Supply Chain – Track suppliers, reduce risk

• Finance – Track major customers M&A, bankruptcy

• Marketing – campaigns, events, lead enrichment

• Legal – Family tree, conflicts

• Procurement – industry insight for RFPs

• Project Management – managing subs

International – Public Companies (100%)

International – Private ($20M+)

Craig Dewar

Microsoft Corporation

Microsoft Dynamics CRM “R8”CRM Anywhere

Roadmap and release cadence

Strategy

November 2011 Service Update “R7”

Social Productivity& Enterprise Cloud

“R8” CRM Anywhere

”R9” Social Customer Engagement &

Next Gen Productivity

Consumer experiences

Social Activity FeedsMobile Activity Feeds app

To be discussed today

Differentiated CRM

workloads

Enhanced DialogsEnhanced data cleansing

Proactive applications

& BI

Multi series chartingAdvanced visualizationsEnhanced chart designer

Cloud on your terms

Identity FederationIn-Region disaster recoveryFoundational Industry certifications

Industry relevance

Wealth ManagementHealth PlansNon-Profit

One Microsoft

Office 365 - Unified provisioning, billing and administration

Q4 2011

Q1 2012

Q2 2012

Q3 2012

Q4 2012

R8: CRM Anywhere

23

SQL Server 2012

SocialMobility

Certifications

Industry Templates

Browser Flexibility

24

Microsoft Dynamics CRM Mobile

Multiple Languag

es

Up to 3 devices per user

Cloud Subscript

ion:$30 per user per month

Connects to Online

or On-Prem (IFD) CRM

iPhone & iPad

Blackberry

AndroidWin

Phone 7

Offline Access

25

Access CRM from Multiple Browsers

Firefox (Ver 6+)

Win 7/Vista/X

PMAC OS-

XiOS 5.x

Safari(Ver

5.1.1+)MAC OS-

XiPad 2

(iOS 5.x)

IE(Ver

7.x+)Win

7/Vista/XP

Runs on multiple

platforms(PC/

MAC/iOS)

Users can

access the web

client from

multiple browsers

Chrome(Ver 13.x)Win

7/Vista/XP

26

Activity Feed Enhancements

Filter based

on types of records I follow

Filter mention

s of @me

Enhanced

Filtering

Builds on the

foundation in R7

Like/Unlike

Filter on record views

Runs Online

and On-Prem

Updated Mobile Activity Feeds

App for WP7.5

27

Demonstrating Industry

Wealth Manage

ment

Health Plan Sales

Published on

Dynamics

Marketplace as

Microsoft Dynamics Labs

Relevant, basic end

to end illustratio

n of vertical

processes

Components: data model,

dashboards,

workflows and

sample data

Non-Profit

Community

Supported

(Forums)

28

Harnessing SQL Server 2012

Pre-defined Power View

(Crescent)

Reports

Pre-defined Power Pivot

Models

Enhanced SQL Server

Disaster Recovery

CRM Online

Datacenters

running SQL 2012

Significant

Performance

Improvements

Reports are

Filterable and offer

animation

Next Generati

on BI(Crescent

)

Available on

marketplace as a labs

solution

Power View 29

30

Certifying Microsoft Dynamics CRM Online

Data Processi

ng Agreem

ent (DPA)

CRM Service:

ISO 27001

SSAE 16 SOC1

(Type II)

Data Centers:

ISO 27001, SAS70 Type II,

SOX

Engineering

completed in R7

Audit and Ratificatio

n of certificatio

ns has been

ongoing

EU Model

Clauses

Safe Harbor

Business

Associates

Agreement

Enables HIPAASSAE SOC1 Type II

Vanessa KytePartner Business Development Manager - EMEA & LATAM

Help is Here!  Microsoft Field Resources Available to You

31

Know Your

Opportunity

Make Your

Commitment

PlanYour

Practice

Start Selling

Implement Your

Solution

PartnerSourceMPN MSDN MPR & Marketplace

All PartnersRecruit & ReadyPrimary Entry Point:• Find/Win/Grow60% of Content

Contracted PartnersAgreements, Financials, Compete, Certifications20% of Content

Developers/Technical CommunityArchitecture & Technical Guidance 20% of Content

Partner & CustomersCfMD & Marketplace CertificationShowcase for Partners & Solutions

Continually returning to MPN Experience for enablement content & guidance

Partners managing their CRM Business

Align with MSSPDemand Qualif

y Proof Solution

Deploy

Support

SureStep framework & Resources

Building a CRM Practice

Start1 Find2 Win3 Grow4

CRM MPN Partner Experience Overview

Main landing page for CRM, highlight

most common tasks, new resources and the business opportunity

Find out more about your opportunity, a series of

resources to help partners understand what is the opportunity and what it

takes to become successful with CRM.

Win new customers, using the wide range of

resources, from readiness to solution

develop, to certification and preparation for

Marketplace

Grow your business, by leveraging our best practices, managing

your business operations, ensure you

claim CSA fees

Trendovi iz razvojno-implementatorske perspektive

Browser Flexibility CRM Mobile (native client) BI & SQL2012 (Crescent) Social dodaci u CRM-u MS Dynamics connector Upotreba CRM Developer Toolkit Brži razvoj upotrebom community alata za CRM Rješenja u oblaku (Azure) IFD

CRM Anywhere

Top 3 predavanja Extend&Deploy track

For Microsoft Dynamics CRM Partners and Customers

Software Development Lifecycle withMicrosoft Dynamics CRM

Marco AmoedoMicrosoft

For Microsoft Dynamics CRM Partners and Customers

Org Setup

One time effort for ProductionScripts & Installers for automation via CRM Services

Solution Setup

Should be part of the SolutionConfiguration Page or Installers for automation via CRM Services

Organization vs. Solution Setup

Create Environmen

tOrg Setup Solution

Import

Configure Security & Solution

Data

Activate Plug-ins and Workflows

For Microsoft Dynamics CRM Partners and Customers

TEAM DEVELOPMENT AND CONTINUOUS INTEGRATION

For Microsoft Dynamics CRM Partners and Customers

Ingredients

#1 Solutions and EnvironmentsHow to organize the solutions and organizations for each developer

#2 Developer ToolkitBringing the developer tools into the experience

#3 Source Control & Automated BuildsIntroducing team development tools into the CRM development

For Microsoft Dynamics CRM Partners and Customers

Build

#1 Solutions and Environments Good: one Organization per

developer Best: one server per developer

Dev 1

Metadata

Dev 2

For Microsoft Dynamics CRM Partners and Customers

Microsoft Dynamics Connector

Jakub SkałbaniaNetwise

For Microsoft Dynamics CRM Partners and Customers

What is Dynamics Connector?

For Microsoft Dynamics CRM Partners and Customers

BUSINESS perspective

• An integration solution which is targeted specifically at Microsoft Dynamics to integrate Dynamics CRM and Dynamics ERP products

• It is simple to use and provides highly reliable and fault tolerant business objects integration

For Microsoft Dynamics CRM Partners and Customers

BUSINESS perspective

• A platform developed and supported by Microsoft

• A platform that is „live” and can align with business requirements

• No additional licensing is required

For Microsoft Dynamics CRM Partners and Customers

TECHNICAL perspective

• A platform comprised of NT services that binds together Dynamics CRM web services and Dynamics ERP products

• It can integrate Dynamics CRM 2011 with:– Dynamics NAV 2009 R2– Dynamics AX 2009 SP1 / 2012– Dynamics GP 10.0 / 2010– Dynamics SL 2011 SP1

For Microsoft Dynamics CRM Partners and Customers

TECHNICAL perspective

• A tool comprised of a Connector and separate adapters used to identify source and target systems

• A platform that comes with some baseline integrations out-of-the-box

• A platform that can be extended with Dynamics Connector Adapter SDK

For Microsoft Dynamics CRM Partners and Customers

Dynamics Connector Architecture

For Microsoft Dynamics CRM Partners and Customers

Dynamics Connector architecture

For Microsoft Dynamics CRM Partners and Customers

Dynamics Connector architecture

For Microsoft Dynamics CRM Partners and Customers

MicrosoftDynamics CRM 2011

JavaScript Best Practices

Paul MaréMicrosoft EMEA and LATAM TZ

For Microsoft Dynamics CRM Partners and Customers

Key Concepts

• Code Reuse and Packaging | Solutions

• Global variables <> Name spaces

• Be Smart | Objects and Arrays

• The showObject function

• JSON and jQuery

For Microsoft Dynamics CRM Partners and Customers

A SimpleReusable Framework for Projects

CRM Form

Project Library.js

General Reusable Code Library.js

Contact.js

jQuery.js

$ms.OnLoad$ms.Main

$ms.OnSave

$ms.Start$ms.Main

$ms.OnSave

$ms.Init

4

3

2

1

Zaključak

Od MS Dynamics CRMa se može lijepo živjeti Hrvatska i regija za sada vrlo slabo pokrivene

rješenjima i partnerima CRM nuditi u „paketu” s Lyncom, SharePoint-om i

Office-om Extreme CRM se isplati posjetiti i dogodine

Comping d.o.o. _ Vladimira Preloga 11 _ 10000 Zagreb _ T +385 1 2484 200 _ F +385 1 2484 201 _ www.comping.hr

IT’s coming _

Hvala!

trpimir.kvesic@comping.hrdominik.rojkovic@comping.hr

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