dynamics briefing 2013 - part 2
DESCRIPTION
Do you have an end-to-end business solution that helps you deliver projects and services? This free session explored using Microsoft Dynamics technologies helps organisations similar to yours achieve their business goals. You’ll see integration across: • Sales and Pipeline Management • Project and Financial Management • Employee Collaboration • Stakeholder Management • Executive Dashboards Microsoft Dynamics offers a fully integrated solution that can enable your business right across the organisation, from financial and customer relationship management right through to employee and stakeholder engagement. If you are an existing Dynamics NAV or Dynamics CRM user you will also get an update on the latest versions and benefits for upgrading.TRANSCRIPT
![Page 1: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/1.jpg)
Dynamics Briefing 2013
CRM Update
Basil Carbonaro
Senior CRM Consultant
![Page 2: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/2.jpg)
Our Agenda
Questions
CRM Release Roadmap
Social Media and CRM
Upgrading to Orion
![Page 3: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/3.jpg)
![Page 4: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/4.jpg)
CRM Release Roadmap
![Page 5: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/5.jpg)
Q3 CY2012 “Polaris” (Released)
Q3 CY2013 “Orion” On Premise and Online (incorporates “Polaris” + “Gemini” + “Orion” feature set)
Q2 CY2013 “Gemini” Marketing Pilot (Released)
![Page 6: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/6.jpg)
![Page 7: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/7.jpg)
![Page 8: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/8.jpg)
![Page 9: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/9.jpg)
![Page 10: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/10.jpg)
![Page 11: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/11.jpg)
![Page 12: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/12.jpg)
![Page 13: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/13.jpg)
![Page 14: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/14.jpg)
![Page 15: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/15.jpg)
![Page 16: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/16.jpg)
![Page 17: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/17.jpg)
![Page 18: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/18.jpg)
![Page 19: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/19.jpg)
BI Software Implementation
![Page 20: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/20.jpg)
![Page 21: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/21.jpg)
![Page 22: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/22.jpg)
![Page 23: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/23.jpg)
![Page 24: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/24.jpg)
![Page 25: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/25.jpg)
![Page 26: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/26.jpg)
![Page 27: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/27.jpg)
![Page 28: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/28.jpg)
![Page 29: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/29.jpg)
Social Media and CRM
![Page 30: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/30.jpg)
![Page 31: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/31.jpg)
![Page 32: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/32.jpg)
![Page 33: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/33.jpg)
User posts on record wall –
Yammer
Follow in CRM auto-follows the object in
Yammer.
![Page 34: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/34.jpg)
Responses to post show up in Yammer and
CRM
![Page 35: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/35.jpg)
Seth Jackson assigned
the CRM Upgrade
opportunity to Paul
Laurel
Same user post on the Yammer web client for
colleague
Some autoposts appear in
Yammer ticker
![Page 36: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/36.jpg)
Seth Jackson assigned
the CRM Upgrade
opportunity to Paul
Laurel
Yammer global search available on all CRM entities as
well.
![Page 37: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/37.jpg)
Netbreeze acquisition announcement
Read the blog post from Bob Stutz:
https://community.dynamics.com/crm/b/crmcon
nection/archive/2013/03/19/netbreeze.aspx
![Page 38: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/38.jpg)
![Page 39: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/39.jpg)
![Page 40: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/40.jpg)
![Page 41: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/41.jpg)
![Page 42: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/42.jpg)
![Page 43: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/43.jpg)
Upgrading to ORION
![Page 44: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/44.jpg)
![Page 45: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/45.jpg)
Why Upgrade?
![Page 46: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/46.jpg)
![Page 47: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/47.jpg)
Why Start using CRM?
![Page 48: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/48.jpg)
![Page 49: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/49.jpg)
Any questions?
![Page 50: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/50.jpg)
Thank you [email protected]
![Page 51: Dynamics Briefing 2013 - Part 2](https://reader034.vdocument.in/reader034/viewer/2022052521/5456d912af795998788b4f16/html5/thumbnails/51.jpg)