presenta – - +39 02 365738.11 - #wpc15it1 ms dynamics crm 2016 una nuova visione giorgio...
DESCRIPTION
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 –TRANSCRIPT
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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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• 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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• 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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Contatti OverNet Education
OverNet [email protected]. 02 365738
@overnetewww.facebook.com/OverNetEducationwww.linkedin.com/company/overnet-solutions
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