The presentation will begin in a few moments. Scott Mangelson, Managing Director

Transcription

1 Welcome To Today s Webinar: What s New in Microsoft Dynamics 2013 The presentation will begin in a few moments Participants will receive an within 48 hours with a link to the slide deck and recording. 1 Armanino LLP amllp.com Armanino LLP amllp.com About the Presenter(s) Scott Mangelson, Managing Director Director of Armanino's Dynamics CRM Practice 20+ years of sales and marketing leadership experience Consulted and deployed ERP, CRM, and manufacturing process control software to companies like Intel, AMD, National Semiconductor and LG. 2 Armanino LLP amllp.com 1

2 About the Presenter(s) Rob Harrison, Senior CRM Consultant and Microsoft CRM Instructor Over 15 years of CRM experience Solution Architect for more than 150 CRM Implementations Microsoft Certified Trainer (MCT) in Dynamics CRM BS-Portland State University MFA-University of Connecticut 3 Armanino LLP amllp.com Presentation Overview Agenda: Introduction Meet Dynamics CRM 2013 o New User Interface o Improved Navigation o Guided Processes o Mobility & Social Subscription Levels Live Demonstration o Walk thru selected features Q & A 4 Armanino LLP amllp.com 2

3 About Armanino Firm Overview Diversified CPA Firm: Audit, Tax, Consulting 475+ Employees, $110m+ revenue HQ in San Ramon, CA o Offices from coast to coast (Seattle, Portland, Naperville) o Consultants around the US o Support team in India, Singapore Dynamics Overview: Microsoft Dynamics: CRM, AX, GP Business Intelligence: Microsoft BI, QlikView Microsoft SharePoint & O365 Dynamics partner since Microsoft Consultants on Staff 5 Armanino LLP amllp.com Some of our Dynamics CRM Clients 6 Armanino LLP amllp.com 3

4 Meet Dynamics CRM Armanino LLP amllp.com Armanino LLP amllp.com Navigation Bars Tiled bars for quick navigation 8 Armanino LLP amllp.com 4

5 Meet Dynamics CRM Streamlined Forms 9 Armanino LLP amllp.com Meet Dynamics CRM Reimagined User Experience 10 Armanino LLP amllp.com 5

6 Meet Dynamics CRM Guided Process Flows Opportunity 11 Armanino LLP amllp.com Guided Process Flow UI - Case Case 12 Armanino LLP amllp.com 6

7 Included in Professional Licenses of Dynamics CRM 2013 SOCIAL FINANCIAL SOCIAL INSIGHTS, POWERED BY INSIDEVIEW, PUTS REAL-TIME ACCOUNT INFORMATION FROM 30,000+ SOURCES INTO YOUR CRM MEDIA DATA INSIGHTS CONNECTIONS Social Insights CRM Intelligence Platform Find More Leads Win More Deals Grow Accounts 13 Armanino LLP amllp.com Mobility - Tablets Windows 8 Tablet and ipad Ready 14 Armanino LLP amllp.com 7

8 Mobility Phone Apps Windows 8, Android and iphone Apps + Cross Browser Compatibility 15 Armanino LLP amllp.com Microsoft CRM 2013 with ERP Integration Extend CRM with visibility into: Quotes Order Invoices 16 Armanino LLP amllp.com 8

9 Dynamics CRM and Armanino s ISV Solutions Armanino s ISV Solutions: Design Win Forecast Management Warranty Management and Product Repair Return Material Authorization A flexible platform to support unique business needs: Member management Route Delivery and Order Building Counterfeit Tracking Vendor, Client, Distributor Portals 17 Armanino LLP amllp.com Subscription Levels Professional: For the core CRM users, who need the full capabilities of Microsoft Dynamics CRM Online including sales force automation as well as marketing and customer care. Basic: For sales, service and marketing users who need to manage accounts, contacts, leads, cases and access custom applications as well as for business analysts who require reporting capabilities. Essential: For light-weight users who need to access custom applications developed in house or by our vast network of partners. 18 Armanino LLP amllp.com 9

10 Demonstration 19 Armanino LLP amllp.com Armanino LLP amllp.com Q&A: Submit your questions through The chat box. 20 Armanino LLP amllp.com 10

11 Scott Mangelson phone: Rob Harrison phone: Armanino LLP amllp.com Armanino LLP amllp.com 11