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!
[email protected]@comping.hr
eXtremeCRM SkyDrive