MS Dynamics CRM RoadmapNancy Rademaker, Microsoft

Identity FederationDisaster RecoveryIndustry Certifications

Enterprise Cloud

Activity FeedsWindows Phone Activity Feeds App

Social (Wave 1)

New BI CapabilitiesEnhanced DialogsEnhanced Data Cleansing

Feature Enhancements

Unified ProvisioningUnified BillingUnified Administration

Unified Office 365 Experience

Microsoft Dynamics CRM November 2011 Service Update

Q2 2012: “CRM Anywhere”

3

SQL Server 2012

SocialMobility

CertificationsIndustry

Templates

Browser Flexibility

4

Microsoft Dynamics CRM Mobile

Multiple Languages

Up to 3 devices per

user

Cloud Subscription

:$30 per user per month

Connects to Online or On-Prem

(IFD) CRM

iPhone & iPad

BlackberryAndroid

Win Phone 7

Offline Access

5

Demo

Insert cross browser screenshot

6

Access CRM from Multiple Browsers

Firefox (Ver 6+)

Win 7/Vista/XPMAC OS-X

iOS 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

7

Activity Feed Enhancements

Filter based on types of records I

follow

Filter mentions 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

8

Insert activity feed screenshot

9

Demonstrating Industry

Wealth Manageme

nt

Health Plan Sales

Published on Dynamics

Marketplace as Microsoft Dynamics

Labs

Relevant, basic end to

end illustration of vertical processes

Components: data model, dashboards, workflows

and sample data

Non-Profit

Community Supported (Forums)

10

Insert industry template screenshot

11

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 Improvemen

ts

Reports are Filterable and offer animation

Next Generation

BI(Crescent)

Available on

marketplace as a labs

solution

12

Demo

13

Certifying Microsoft Dynamics CRM Online

Data Processing Agreement

(DPA)

CRM Service:

ISO 27001SSAE 16

SOC1(Type II)

Data Centers:

ISO 27001, SAS70 Type

II,SOX

Engineering completed

in R7

Audit and Ratification

of certifications

has been ongoing

EU Model Clauses

Safe Harbor

Business Associates Agreement

Enables HIPAA

SSAE SOC1 Type II

14

Questions

Microsoft Dynamics CRM 2011

METRO IS OUR DESIGN LANGUAGE. WE CALL IT METRO BECAUSE IT IS MODERN AND CLEAN. IT’S FAST AND IN MOTION. IT’S ABOUT CONTENT AND TYPOGRAPHY. AND IT’S ENTIRELY AUTHENTIC.

16

Windows PhoneActivity Feeds

Metro Design Principles

Consumer Apps

Delight, don’t DisruptEasy to use and adoptBring people and teams together

Give versus GetNotifications and actionsExploration and insights

Purposed ExperiencesContextual and meaningful applicationsAcross screens, devices, and applications

“Shipped” today

Developing Your Own Metro-style Apps for Microsoft Dynamics® CRM

CRM Metro Application on Windows “8”

Windows® Runtime

HTML/CSS for Metro

Windows Library for JavaScript

Win32 and COM forMetro-Style apps

Microsoft® .NET for Metro-Style apps

Microsoft Dynamics CRM: The Next GenerationMicrosoft Dynamics CRM in the Metro era

PREVIEW

Microsoft Confidential 21

© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a

commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.