Dynamics Buinsess Conference 2015: Microsoft Dynamics CRM Things To Know and Tips and Tricks
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The document discusses the key features and benefits of upgrading to Microsoft Dynamics CRM 2015, including new functionalities in marketing, social engagement, and mobile experience. Users are encouraged to take advantage of enhancements such as business process flows and integration with other Microsoft tools. Additionally, it highlights the importance of upgrading due to the discontinuation of support for earlier versions and SQL Server.
Dynamics Buinsess Conference 2015: Microsoft Dynamics CRM Things To Know and Tips and Tricks
- 1. #DYNBC15 Microsoft Dynamics CRM things to know and tips and tricks Gino De Vita Microsoft Dynamics Consultant m-hance
- 3. #DYNBC15 Support New Features Marketing & Social Engagement Coming soon…. Why Upgrade?
- 5. #DYNBC15 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
- 7. #DYNBC15 Web User interface Business Process Flows Product Catalogue Service Level Agreements New Features
- 8. #DYNBC15 Microsoft Dynamics CRM 2015 In Action…
- 9. #DYNBC15 Business Rules Synchronous Workflows Calculated Fields Roll-up fields And… New Features
- 10. #DYNBC15 Mobile Client – iOS, Android & Windows Microsoft Dynamics CRM 2015 New Features
- 12. #DYNBC15 Microsoft Dynamics Marketing Create, design and manage your email marketing messages Test them against different device formats
- 13. #DYNBC15 Microsoft Dynamics Marketing Use A/B testing to test response rates
- 16. #DYNBC15 You can also…And… 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
- 17. #DYNBC15 Microsoft Social Engagement Know who your key influencers are and stay informed with alerts
- 18. #DYNBC15 Microsoft Social Engagement Reply and Engage with social communities using your corporate profileListen to what people are saying on social channels
- 19. #DYNBC15 You can also… Key metrics include: volume trends, share of voice Add social data to Microsoft Dynamics CRM Create leads, opportunities, or cases from social posts And…
- 21. #DYNBC15 New Navigation Home ModulesEntities Most Recently Used
- 22. #DYNBC15 Theming Add your own logo Change colour of navigation Fully supported
- 23. #DYNBC15 Folder Tracking Drag a message to a tracked folder to automatically track the message in Dynamics CRM
- 26. #DYNBC15 Microsoft OneNote Integration Stored in SharePoint Under first SharePoint Integration folder CRM records Adventure Litware Inc Alpine Ski House
- 30. #DYNBC15 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
- 31. #DYNBC15 Thank you for Listening! Please find me in the breakout area for any questions
- 32. © m-hance ltd 2015 #DYNBC15 Microsoft Dynamics CRM things to know and tips and tricks Gino De Vita Microsoft Dynamics Consultant m-hance
Editor's Notes
- #9: Things to show: Navigation Bar Home Main Areas Sub Areas Quick Create Global Quick Search Advanced Find Hierarchies Entities Navigation Layout Social Pane Business Process Flow Branched Cross Entity Product Enhancements Product Families Bundles Properties Relationships – Up Sell, Cross Sell, Accessory, Substitute Build Opportunity Case SLA First Response & Case Resolution – can add others Countdown Timers Pause – On-hold
- #22: Dynamics CRM 2013 featured a brand new menu bar designed for 4 reasons: Make user navigation much easier Free up screen space as the menu disappears when not in use Creates a consistent look and feel from Laptop to Mobile and Tablet The elimination of pop up windows The traditional left navigation menu found in versions 2011 and older were replaced by a new horizontal bar shown above groups the main navigation areas. This was well received by Microsoft, but in their 2015 quarter 2 update available soon, they have gone even further and made navigation even more user friendly. Again, we have the same tiled interface, but rather than scrolling from left to right, the menu bar expands downwards showing all the sub areas relating to the area you are in. No need to scroll the menu to find the area you want to work in anymore. Microsoft Dynamics CRM also has recently viewed records and favourites pinned to the new navigation bar. Why does this matter? You can pretty much reach anywhere in CRM in 3 clicks or under.
- #24: A big part of working in crm is recording Nancy has just started working on a new opportunity for northwhind traders. She wants to track and associate all emails related to this opportunity. First, nancy needs to create a folder in outlook, so she creates a northwhind traders sub folder under opportunities. To do this in CRM, you navigate ot options, and creates a new mapping between the folder just created and the related record in CRM. Now, whenever nancy gets an email relating to northwhind traders, she can drag and drop the email into the folder just created, and it will appear as an email activity on the records form. This functionality is also available on mobile by simply clicking move To make this process even more streamlined, you can create a rule in outlook that any emails relating to northwhind traders will automatically move into the folder, and automatically appear on the CRM record.