presenta – - +39 02 365738.11 - #wpc15it1 ms dynamics crm 2016 una nuova visione giorgio...

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presenta

MS Dynamics CRM 2016

Una nuova visioneGiorgio Garcia-Agreda MVP MS Business SolutionsMarco Farina

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CHI SIAMO

GIORGIO GARCIA-AGREDA

MARCO FARINA

giogarag

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Agenda

• Evoluzione del MS Dynamics CRM

• Le acquisizioni• MS Dynamics CRM in Office365• What’s New in 2016• «Reinvent Productivity»• I nuovi Focus della piattaforma• Il CRM è social• On premise VS Online• CRM 2016 in an AGILE way

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EVOLUZIONE DEL MS DYNAMICS CRMCRM 1.2CRM 3.0

CRMOOB

Accenni di

XRM

CRM 4.0Invariat

oOOB

Miglioramento

XRM

CRM 2011

MiglioramentoOOB

NasceUfficialment

eXRM

CRM 2013

Concentrazione su OOB

(«corsa a Salesforce»)

XRM «scompare» dai piani

CRM 2015

Flussi di Business e

Processi

Prime Acquisizio

ni

NetBreeze e

Marketing Pilot

CRM 2016

Produttività

Aumentata

XRM Acquisizioni

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• NetBreeze Social Engagement• Marketing Pilot Microsoft Dynamics

Marketing• Parature• FieldOne• ADXStudio Portals

LE ACQUISIZIONI

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• Strategia ONLINE• Integrazione «spinta» dei prodotti Office• Sharepoint, OneDrive for Business, Yammer, OneNote• Immersive Office (Excel) ma anche Word• Integrazione con Azure, security ed Authentication• Integrazione con prodotti «CRM»:

Micosoft Dynamics Marketing Social Engagement Parature Unified Service Desk

MS Dynamics CRM in Office 365

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• “Intelligent Customer Engagement to the market – helping companies deliver customer experiences that are personalized, proactive and predictive. “

MS Dynamics CRM 2016

PRODUCTIVITY

INTELLIGENCE

MOBILITY UNIFIED SERVICES

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• DEMO ONLINE

Microsoft Dynamics Marketing

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• SMS Marketing• Advanced Email Marketing

What’s New in MS Dynamics CRM 2016 - Marketing

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• CRM App for Outlook (OWA)• Immersive Excel• OneNote Integration• OneDrive for Business• Document Generation• Cortana Integration

What’s New in MS Dynamics CRM 2016 - Sales

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• Interactive Service Dashboard Multi-Stream• Interactive Service Dashboard Single-Stream• External Party Access (attraverso Customer Portals ADXStudio)• Knowledge Management• Unified Service Desk (DEMO)• Nuova PowerBI Dashboard

What’s New – Customer Services

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FieldOne

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• DEMO ONLINE

ADXStudio Portals

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• Social Listening & Social Analytics• Intelligent Social• Nuovo! Social Center

What’s New - Social Engagement

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CRM 2016 E’ SOCIAL

CRM 2016

The Cortana integration will now let you embed sales activities, accounts and

opportunities directly into Cortana. See what matters

most to you right off the bat. No digging required!

It’s already easy to search boards and forums on

Twitter, Facebook, Blogs, etc. But get excited Yammer-

heads, because you will now be able to search boards,

forums and custom sources via RSS, including Yammer.

The inclusion of Azure is intended to provide

analytics-driven intelligence and a knowledge

management Machine learning tech attaches to the business process to receive

data from customer-employee interactions

Delve helps you discover the information across Office

365 & CRM. You don't have to remember the title of a

document or where it's stored. Delve shows you

documents no matter where they're stored in OneDrive for Business or in Sites in

Office 365 or CRM.

Machine learning Delve - One drive

Yammer - Twitter - Facebook

Cortana

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I nuovi Focus

XRM MobileFirst

Reinvented

Productivity

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• Supporto Offline• Document Management• App-to-App Deep Linking (email o custom Apps)• Task-Centric User Experience• Supporto IFRAMES• Gestione Devices Mobile (Intune)

Mobile First

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Dynamics CRM will provide web API that leverages the most broadly adopted industry standards for protocol (HTTP and REST), security (OAuth 2), format (JSON), and expose it’s rich set of data capabilities via open industry standard OData v4, recently approved by OASIS and the standard for new web services created by Microsoft. This approach moves us from a .NET focused set of capabilities to a position of being open to the wide variety of technology platforms that power our industry today.

API

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Exchange Synchronization CRM for Outlook, Email Router, or Server Synchronization (if using Exchange Online/O365)

CRM for Outlook, Email Router, or Server Synchronization (both Online and on premise)

SharePoint Integration Server Side Server SideInside View (Insights) Included Additional costSocial Listening Included Additional costWorkflows/dialogs 200 UnlimitedCustom Entities 300 UnlimitedPower BI Reporting Yes NoOffice 365 Groups Yes NoImmersive Excel Online Yes NoMobile Apps Yes Yes with IFD and Office 365Offline Mobile Yes NoCRM for Outlook Yes YesCRM Outlook App Yes NoOneNote Integration Yes No

Upgrade/Update process Office 365 admin approves the upgrade before it is installed, update rollups applied automatically Upgrades and update rollups installed my your administrator

Direct server access No YesPhone App Yes Yes if environment externally facing via ADFSTablet App Yes Yes if environment externally facing via ADFSStorage Limited to the amount of CRM Online storage purchased Limited to the amount of storage available on your server

MigratingCRM Online customers can migrate On Premises at any time. SQL database provided to client at scheduled time that can be imported to an On Premises deployment.

CRM On Premises customers can migrate to CRM Online and customization for entities can be imported; however, on premises database cannot be moved to Online data center, so a data migration is required.

Sandbox environmentsCRM Online provides non production environments as part of your subscription that can be used for dev/test/UAT. The number of organizations received depends on the number of users.

Non production environments can be installed, depending on local server availability.

Capability CRM online CRM On premise

CIO’ CHE CONTA NON SI VEDE…

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CRM 2016 – DALL’IDEA AL PRODOTTO CON AGILITA’

A structured process… but iterative

CRM

PRE GAME

GAME POST GAME

CRMidea

STORIE(REQUISITI)STORIE

(REQUISITI)Stories

(requirements)

•Analysis•Develop.•Test

Productincreme

nt

Storytime

Grooming

Ordering Planning Sprint Demo Retrospectiv

e

Daily meetings

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• https://www.youtube.com/watch?v=KCyIKZ6wEm0&sns=em

DEMO

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Q & A

Domande e Risposte

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Contatti OverNet Education

OverNet Educationinfo@overneteducation.itwww.overneteducation.itTel. 02 365738

@overnetewww.facebook.com/OverNetEducationwww.linkedin.com/company/overnet-solutions

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