Crm stream step 1 upgrade to msdyncrm 2015 - m-hance three steps to success event 2015
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1. The document outlines three steps to upgrading to Microsoft Dynamics CRM 2015, including upgrading for support, taking advantage of new features, and enhancing marketing and social engagement capabilities. 2. Key reasons to upgrade include maintaining support for older versions of SQL Server and Windows, as well as gaining access to new features in the 2015 version like business process flows, product catalogs, and mobile clients. 3. The 2015 version also enhances marketing and social engagement with tools for email marketing, A/B testing, managing digital assets and social media analytics.
Crm stream step 1 upgrade to msdyncrm 2015 - m-hance three steps to success event 2015
- 1. Three Steps to Success.. 1. Upgrade to Microsoft Dynamics CRM 2015 Paul Hasell Microsoft Dynamics CRM Pre-Sales Consultant
- 2. Why Upgrade?
- 3. • Support • New Features • Marketing & Social Engagement • Coming soon…. Why Upgrade?
- 4. Support
- 5. Support CRM 2011 Mainstream support only until July 2016 SQL 2008 R2 Out of mainstream support since July 2014 SQL 2012 Mainstream support ends July 2017 Windows 2008 R2 Out of mainstream support since Jan 2015
- 6. New Features
- 7. • Web User interface • Business Process Flows • Product Catalogue • Service Level Agreements New Features
- 8. Microsoft Dynamics CRM 2015 In Action…
- 9. • Business Rules • Synchronous Workflows • Calculated Fields • Roll-up fields • And… New Features
- 10. Mobile Client – iOS, Android & Windows Microsoft Dynamics CRM 2015 New Features
- 12. Microsoft Dynamics Marketing • Create, design and manage your email marketing messages • Test them against different device formats
- 13. Microsoft Dynamics Marketing • Use A/B testing to test response rates
- 16. • Manage your digital assets • Generate standard reports • Custom analytic reporting with Power BI • Create and customise landing pages • Synchronise with Microsoft Dynamics CRM Online & On- Premise And.. You can also…
- 17. Microsoft Social Engagement Know who your key influencers are and stay informed with alerts
- 18. Microsoft Social Engagement Reply and Engage with social communities using your corporate profileListen to what people are saying on social channels
- 19. • Key metrics include: volume trends, share of voice • Add social data to Microsoft Dynamics CRM • Create leads, opportunities, or cases from social posts And.. You can also…
- 20. Coming soon…
- 21. New Navigation Home ModulesEntities Most Recently Used
- 22. Theming • Add your own logo • Change colour of navigation • Fully supported
- 23. Folder Tracking
- 25. OneNote Integration Stored in SharePoint Under first SharePoint Integration folder CRM records Adventure Litware Inc Alpine Ski House
- 26. Mobile Experience • Unified Experience across all mobile devices • New phone app in addition to existing • Existing app will work with new server • New app will not work with existing servers • Available for iOS, Android & Windows Phone
- 27. Thank you Please complete your feedback forms now