Microsoft Dynamics CRM. Q Service Update Release & Roadmap
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1 Microsoft Dynamics CRM Q Service Update Release & Roadmap
2 Welcome! Important Web Seminar Notes We have automatically muted the line. During the presentation, all participants will be in listen-only mode Please turn off all webcams Following the presentation we ll have a Q&A session. Submit questions via the Q&A feature. Simply select the Q&A window, type your question into the dialog box, and click the Ask button The slides and recording of this call will be sent to attendees for today s program Having technical difficulties? - Call or - pfs@intercall.com For audio help, please call
3 Introduction Sarah Champ Senior Consultant
4 Agenda Review of CRM 2011 Q4 Service Release Details Demo Q&A 3
5 Microsoft Dynamics CRM At a Glance
6 Customer Success Around the Globe Financial Services Professional Services Manufacturing Public Sector Retail & Hospitality Health & Life Sciences Travel & Entertainment
7 PC Sales Productivity Browser Customer Care Marketing Effectiveness Phone Extended CRM Applications Relationships Interactions Process Insights xrm RM Framework F k
8 Microsoft Dynamics CRM 2011 Delivers the Power of Productivity FAMILIAR INTELLIGENT CONNECTED Natural & Personal Insightful & Actionable Collaborative & Integrated
9 Microsoft Dynamics CRM Online Comprehensive CRM that s easy to use and improves the productivity of sales, marketing and customer care professionals Full-Suite CRM: Sales, Marketing and Service modules Works with Office 365 for complete Cloud business productivity experience Familiar Microsoft Outlook interface Available in 40 markets and 41 languages Instant on, anywhere access Sign up in any language, get a trial in 5 minutes Real-time dashboards and visual insights Secure and Reliable with financially backed 99.9% uptime SLA
10 Summary of Dynamics CRM Q4 Service Update Unified Office 365 Experience* Unified Provisioning Unified Billing** Unified Administration Enterprise Cloud Identity Federation In-Region Disaster Recovery Industry Certifications Feature Enhancements New BI Capabilities Enhanced Dialogs Enhanced Data Cleansing Social (Wave 1) Activity Feeds Windows Phone 7 Activity Feeds App * Note: For end-users, the Office 365 and CRM Online experience is unified today. ** Note: For EA customers, billing is already unified today. *** Note: Will also be available via download for CRM 2011 on-premises and partner hosted.
11 Microsoft Dynamics CRM Q Service Release Details
12 Microsoft Dynamics CRM and Office 365 Microsoft Office Web Apps Integrated Outlook Document management and portal capabilities Live Meeting and Unified Messaging Rich document Seamless Collaboration and Real-time IM and management communications tracking knowledge sharing presence
13 Enterprise Cloud Enhancements to Dynamics CRM Online service capabilities to support Enterprise deployments Identity Federation: federated identity and single sign-on for CRM Online customers with Active Directory. Requires new Online Services (OSDP) platform, and per previous slide will be available to qualified customers only in the Q timeframe. (Applies to both standalone CRM Online as well as CRM Online with Office 365). Enhanced Disaster Recovery: multi-site failover in each region (US, EMEA & APAC) supports higher levels of disaster recovery and business continuity. Security and Compliance Certifications: Engineering will be complete for adherence to a range of certifications relevant audit processes will then commence
14 Certifications Roadmap For select customers* Dynamics CRM Online will include enhanced Security and Compliance for key data handling processes such as Data Processing Agreements and EU Model Clauses, as well as compliance with standards including ISO 27001, HIPAA and SAS 70 Type II. Standard Availability ISO Q1 CY 2012 SAS 70 (SSAE 16) Type II CY 2012 HIPAA (BAA) Q1 CY 2012 EU Safe Harbor Available now EU Model Clauses Q1 CY 2012 EU DPA Q1 CY 2012 FERPA Q1 CY 2012 FISMA TBD * In the 2012 timeframe only qualifying customers on-boarding to the new Online Services platform (OSDP) will benefit from certifications at the application layer per the availability timeline. Note certifications at the data center layer are available to all. Customers at this time.
15 Additional Feature Enhancements Additional BI Capabilities Extended Chart Designer allows for multiple data series on charts New chart types including stacked bar and stacked column charts Enhancements to Dialogs Additional data types supported Extensions to configurable URL s in dialog screens Extended De-duplication rule processing Additional support for smart-matching of potential duplicates
16 Social Wave (1) Activity Feeds Simplified business insight and collaboration capabilities Micro-blogging to post statuses, questions, answers and comments User experience similar il to Twitter and Facebook Follow people and records that are relevant to you View timelines of important statuses on walls API and Workflow enabled system posts Respects the core security model Enables Lync presence
17 Activity Feeds within Dashboards 16
18 Cross-Browser Support Microsoft will offer support for Safari, Firefox and Chrome browsers on both PC and Mac platforms. Cross-Browser Support coming in H1 CY2012: IE (Currently supported) Safari (PC & Macintosh platforms) Firefox (PC & Macintosh platforms) Chrome (PC & Macintosh platforms) All available in CY2012
19 Demo Q4 Service Update
20 Q & A Submit questions via the Q&A feature. Simply select the Q&A window, type your question into the dialog box, and click the Ask button The slides and recording of this call will be sent to attendees for today s program Sarah Champ Sarah.Champ@mcgladrey.com facebook.com/mcgladreytbs twitter.com/mcgladreytech twitter.com/mcgladreyerp 19
21 Upcoming Events Convergence 2012 March Houston, TX com/dynamics/convergence/houston12/ 20
22 Appendix Q4 Service Update
23 Microsoft Dynamics CRM + Office Professional Plus Mail-merge feature in CRM Online. Outlook templates in CRM Online One-click export of CRM data to Excel Re-import of changes made in Excel automatically
24 Microsoft Dynamics CRM + Exchange Online Utilizes Microsoft Outlook to send and receive s Track s, contacts, tasks and appointments in CRM Online Bulk import of Outlook contacts into CRM Online Native Outlook actions against CRM data
25 Microsoft Dynamics CRM + SharePoint Online Wizard-driven d i configuration Easily create or add SharePoint Online document libraries Native experience in Microsoft Dynamics CRM Track changes and version control Check-in/check-out capability Wizard-driven configuration Easily create or add SharePoint Online document libraries Native experience in Microsoft Dynamics CRM Track changes and version control Check-in/check-out capability
26 Microsoft Dynamics CRM + Lync Online Displays availability of colleagues/contacts in Microsoft Dynamics CRM Presence indicator for each contact Real-time communications (IM, Live Meeting, phone) Meetings tracked as Activities in CRM Online
27 CRM Online and Office 365: Value vs. Salesforce.com What You Get Salesforce.com Microsoft CRM Suite Extensible Platform Microsoft Office client & web SharePoint collaboration Lync Unified Communications Exchange Management Price per user per month $ $68 Salesforce.comcom Microsoft * based on Office 365 E3 plan
28 Resources
29 RSM McGladrey, Inc.
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