imason webinar: microsoft dynamics crm 2015 - 5 hot new features to ignite your users!

5 Hot New Features in

Dynamics CRM 2015 to

IGNITE Your UsersTuesday, March 3, 2015

12:00 – 1:00 p.m. EST

Webinar

3/3/20151 CRM Dynamics 2015 Webinar


Webinar Hosts:

Duncan Smith

imason inc.

Welcome

Anastasia Phillips

imason inc.

Speakers

Nelson Lopes, Microsoft National Partner

Technology Strategist, Dynamics CRM

Michael Sandor, CRM Practice Lead

imason inc.



Webinar Agenda

• Overview of Dynamics CRM 2015

• Enhanced Outlook Experience

• Enhanced Business Processes

• Visual Hierarchies

• New Roll Up for Calculated Fields

• Enhanced Mobile Capability

• Migration to Dynamics CRM 2015

• Q&A

Microsoft Dynamics CRMDeliver amazing customer experiences

It used to be that companies could thrive with a one-size-fits-all, inside out approach to customers.

Technology changed that,

shifting the power to

customers by giving

individuals a voice. 72% of all internet users are now active on social media.

47% of Americans say Facebook is their #1 influencer of purchases.

Twitter has 4.215 million monthly active users.

Between company beliefs and customer experience - a gap exists.

Technology can help you close this gap.

Studies show there is a 72% delivery gap—between

how companies judge themselves on delivering a

superior value proposition (80% success) to their

customers and how their customers judge them (8%) .

Bain Customer-Led Growth diagnostic questionnaire

Today, people share more than ever with those that they trust. And they want to be delighted.

Each interaction is an opportunity to delight, building trust and gaining knowledge86% of customers are willing to pay more for a better

customer experience.

CRM Dynamics 2015 Webinar

From knowledge you can develop insights that enable you to deliver experiences adapted to each customer

“We are shifting from a world in which we “know”

because we sampled a little and extrapolated a lot –

to a world in which we know.”

Juan Enriquez

Futurist

Dynamics CRM 2015 Overview


Care everywhere

Market smarter

Sell effectively

Insightful Engagement helps you deliver

Amazing Customer Experiences

Close the gaps to find success

Fall 2014 Update Spring 2014 Update

Sales

Platform

Customer Care

Social

Marketing

Enhanced Business Processes (e)

Product Families & Taxonomy (n)

Hierarchy Visualizations (n)

Mobile Sales (tablet client) (e)

New e-mail editor (n)

Campaign Management Console (n)

Sales Collaboration Panel (n)

More sophisticated alerts (e)

Integrated Social Listening (n)

More activities in Campaign Mgnt (e)

Pause SLAs (e)

Multi-channel Service (e)

Social Analytics in Microsoft Dynamics

Marketing (n)

Geographical & Sources Expansion (n)

Business Rules (e)

Rollup & Calculated Fields (n)

Multi-entity search (n)

Customized Help (e)

Field level security for OOB fields (e)

New Outlook Config Wizard (e)

Sales

Platform

Customer Care

Social

Marketing

Enhanced Business Processes (e) Product Families & Taxonomy (n)

Hierarchy Visualizations (n)

Mobile Sales (tablet client) (e)

New e-mail editor (n)

Campaign Management Console (n)

Sales Collaboration Panel (n)

More sophisticated alerts (e)

Integrated Social Listening (n)

More activities in Campaign Mgnt (e)

Pause SLAs (e)

Multi-channel Service (e)

Social Analytics in Microsoft Dynamics

Marketing (n)

Geographical & Sources Expansion (n)

Business Rules (e)

Rollup & Calculated Fields (n) Multi-entity search (n)

Customized Help (e)

Field level security for OOB fields (e)

New Outlook Config Wizard (e)

Enhanced Outlook ExperienceEnhanced Outlook Experience


Track with 1

click

Directly convert e-mail

to…

Simply right

click

Access all

records right

within Outlook

Enhanced Outlook Experience

3/3/2015CRM Dynamics 2015 Webinar16

Simplified

experience

New Configuration

Wizard

Enter server or select CRM

Online

Enhanced Outlook Experience


Benefits for Business

1. Greater Productivity

2. Immediate Access to Customer

Data & Insight


Benefits for IT

1. Mobility & Offline capability

2. Users have self-service capability –

sync options, views, etc…

Enhanced Outlook Experience - BENEFITS

Enhanced Business Processes


Enhanced Business Processes


Branching support allows for more complex scenarios Connect to non-related entities on the fly Improved User experience, new If-Else logic Connect to non-related entities on the fly API Programmability Change Management Support

Stages & tasks Ability to view previous & next stage Ability to make stage mandatory


1. Provides Verifiable, Measurable Outcome

2. Enforces policy, quality control & instills

best practices, and provides excellent

training support

3. Provides Agility - dynamically choose a

process flow, conditional branching

provides agility

4. Rapid Change Management decision

support providing real operational

validation at the software level with no

development cost.


Benefits for IT

1. No need for scripts or plugins to define

rules/conditional statements

2. Customization by the Business Analysts or

super user taking the load off IT for coding

support.

3. Availability of the client API which allows

for further customizations

4. Operational validation at the software

level with no development cost.

Enhanced Business Processes - BENEFITS

Visual Hierarchies


Visual Hierarchies

You can see

how info is

related or

grouped by

viewing

accounts,

products, or

users in

hierarchical

charts

You can click a

block of info to

get more

details and

navigate to the

info you’re

interested in


Visual Hierarchies


1. A new, third way to visualize and

navigate data in CRM

2. Greater visibility & agility


Benefits for IT

1. IT can also use it to build a

hierarchy for CRM user security

2. Making it easier to control who has

access to what

Visual Hierarchies - BENEFITS

New Roll Up for Calculated Fields


What’s a Roll Up for Calculated Fields?• CRM 2013

• Create calculated fields

• Set calculations based on

other field values – SUM-

Count-math functions etc..

CRM 2015

Create rollup fields that

dynamically calculate the

total revenue across all

subsidiary /child companies

26 CRM Dynamics 2015 Webinar

Roll Ups - How does it work with Calculated Fields

Calculations are

dynamic

• A Rollup Field will

aggregate all Income

from subsidiaries

27 CRM Dynamics 2015 Webinar


1. Puts calculated fields and rollups in the

hands of the business user significantly

impacting the need for CRM custom

development

2. Easily apply and edit mathematical and

logical operations to information that is

spread across related records to support

operations and business decisions.

3. Supports rapid design and prototyping

for proof of concept and Change

Management.


Benefits for IT

Eliminate the need for IT to shoulder the

cost and effort involved in developing

calculated fields in CRM.

Rollup for Calculated Fields - BENEFITS

Enhanced Mobile Capability


Create

records

while you

are offline

Draft Records area will

display any draft records you

have created that have not

been saved to the server



Use multiple

Dashboards

on the tablet

You can set a

dashboard as

your home

(a.k.a. default),

and pin it to the

Start Screen in

Windows 8




1. Greater dashboards = more

customer insight on the road

2. Offline Creation = ability to keep

data fresh and updated anywhere


Benefits for IT

Less support time & costs as users will be

able to do more on their own without

having to build custom offline

extensions or use 3rd party add-ons to

provide the enhanced mobile

functionality

Enhanced Mobile Capability - BENEFITS

Upgrading/Updating to CRM2015




OnlineOn-Premises

CRM 2011on-premises

Op

tio

n 1

CRM 2011on-premises

CRM 2013on-premises

CRM Online

Op

tio

n 2

CRM 2015on-premises

http://aka.ms/2015onpremises

Discontinued Support: Internet Explorer 8/9 Windows Vista SQL Server 2008/2008R2 Windows Server 2008/2008R2

a) Upgrade in placeb) Migration Upgrade (preferred)



On-Premises Online

Updates first go to Sandbox Test environment.

Then you can schedule to Production

http://aka.ms/2015online

It’s your turn now…

Q & A


Thank you for attending the

webinar. You will be receiving

a recording of it shortly.

If you have questions about

what you heard today or how

imason can help you with your

Dynamics CRM needs, please

contact Duncan Smith:

416-619-1129

[email protected]


imason webinar: microsoft dynamics crm 2015 - 5 hot new features to ignite your users!

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