Armanino LLP Welcomes You To Today s Webinar: Preparing For Dynamics CRM 2015

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1 Armanino LLP Welcomes You To Today s Webinar: Preparing For Dynamics CRM 2015 The presentation will begin in a few moments 1 Armanino LLP amllp.com Armanino LLP amllp.com

2 Poll Question #1 4 Armanino LLP amllp.com Armanino LLP amllp.com

3 About the Presenters Larry Betz Director, Microsoft Dynamics CRM Practice, Armanino Larry has been involved in the CRM world for over 17 years. He has worked with many software systems, including Salesforce.com, GoldMine and Microsoft Dynamics CRM. He brings an understanding of how to design a CRM solution that works to improve a company's business process. Through Business Process Reengineering (BPR) he brings technology to the business leaders that helps them better manage their companies. 5 Armanino LLP amllp.com

4 About the Presenters Greg Lief Senior Consultant, Microsoft Dynamics CRM Practice, Armanino Greg has been in software development for a number of years, working for himself and companies such as Advanced Telecom Group. Greg is an accomplished author and teacher. He has coauthored six technical books, developed curriculum for software development training classes, and taught hundreds of public and private seminars/workshops for organizations and developers in North America, Europe, Australia and Asia. He has advised and assisted numerous organizations on their Dynamics CRM 2011 to Dynamics CRM 2013 upgrades. 6 Armanino LLP amllp.com

5 Learning Objectives During today s webinar, participants will learn about: Features and new capabilities in Dynamics CRM 2015 New integrations and changes to the User Interface Technical considerations of upgrading Best practices for planning your Dynamics CRM 2015 on-premise or online upgrade 7 Armanino LLP amllp.com

6 Poll Question #2 8 Armanino LLP amllp.com Armanino LLP amllp.com

7 Presentation Overview Software Update Cadence for CRM o On-Premise Annual (updates 8-10 weeks) o On-Line Bi-Annual (updates 8-10 weeks) Investment Areas o Marketing o Sales o Customer Service o Social o Platform 9 Armanino LLP amllp.com

8 Top 10 New Features in Dynamics CRM Armanino LLP amllp.com Armanino LLP amllp.com

9 1 Microsoft Dynamics Marketing Engage with customers on a one-to-one basis across a range of channels, enabling you to demonstrate the impact of your marketing investments in real-time. Editor Campaign Management Console Integrated Social Listening Sales Collaboration Marketing Resource Management Internal Process Automation 11 Armanino LLP amllp.com

10 2 Enhanced Business Processes Have you ever wished that you could build branching logic into your Business Process Flows? CRM 2015 allows you to create branching rules and the ability to combine multiple conditions within a rule. Think of the possibilities! 12 Armanino LLP amllp.com

11 3 Enhanced Mobile Sales CRM 2015 will allow users to create drafts offline that can easily be synchronized when the user is back online. Additionally, all dashboards can now be enabled for a tablet. 13 Armanino LLP amllp.com

12 4 Enhanced Business Rules No need to create multiple business rules for a single logical process. Business rules can now contain If / Then logic and the ability to combine expressions using And / Or. 14 Armanino LLP amllp.com

13 5 - Search Search in CRM 2015 across different record types or configure specific fields on your preferred entities. Simply enter your search criteria in the general navigation search bar and let CRM do the searching for you. 15 Armanino LLP amllp.com

14 6 Security Enhancements Allow managers to access records for their direct reports based on Hierarchy across the organization. 16 Armanino LLP amllp.com

15 7 - Outlook and Sync Enhancements Multiple phone and address fields are available for field level syncing. Users can add notes to a contact and prevent it from being synced with CRM. Fields that are synced will be flagged so there is no need to guess which fields will be visible in CRM. 17 Armanino LLP amllp.com

16 8 Sales Product Taxonomy Salespeople can see suggestions for cross-selling and up-selling and get recommendations for accessories or substitutes. This is now possible by setting up product hierarchies, creating bundles, product properties and defining product relationships. Also, they can visualize all the products and product bundles your company sells by viewing products in hierarchical charts (similar to org charts). 18 Armanino LLP amllp.com

17 9 SLA Enhancements There is now a specific tab within System Settings for Service. CRM 2015 allows SLAs to be paused based upon the Status Reason. 19 Armanino LLP amllp.com

18 10 Fields Calculated and Rollup with work in harmony with CRM You will now have the ability to create more complex field calculations that can run based upon a scheduled job, and complement business rules with real time integration. These fields can now be added to Reports, Charts, Views and Forms. A calculator icon is visible next to fields for which this functionality has been applied. 20 Armanino LLP amllp.com

19 Top 10 plus a few! A few extra Just for fun! Cortana Enabled: Talk to your CRM on a Windows Phone Social Listening: Now available for on-premises systems Improvements to Quick Create: Add a contact within an opportunity Create Custom Help: Training designed just for your users 21 Armanino LLP amllp.com

20 Technical Considerations of Upgrading 22 Armanino LLP amllp.com Armanino LLP amllp.com

21 Poll Question #3 23 Armanino LLP amllp.com Armanino LLP amllp.com

22 Presentation Overview Technical considerations of upgrading o Compatible Web Clients o Compatible Operating Systems o Compatible SQL Server Versions Best practices when upgrading o Upgrading from CRM 2013 o Upgrading from CRM 2011 o Upgrading from CRM 4 o Scheduling Your CRM 2015 Online Update 24 Armanino LLP amllp.com

23 Compatible Web Clients Internet Explorer 10 and later Google Chrome (latest) on Windows 7+ or Nexus Tablet Mozilla Firefox (latest) on Windows 7+ Apple Safari (latest) on OS X 10.8, 10.9, or ipad UNSUPPORTED: IE 8 and 9! 25 Armanino LLP amllp.com

24 Compatible Operating Systems SUPPORTED Windows Server 2012 R2 Datacenter Windows Server 2012 R2 Standard Windows Server 2012 Standard Windows Server 2012 Developer UNSUPPORTED Windows Server 2012 Foundation Windows Server 2012 Essentials Windows Small Business Server editions Windows Server 2008 family 26 Armanino LLP amllp.com

25 Compatible SQL Server Versions 64-bit only! SQL Server 2014, Enterprise SQL Server 2014, Business Intelligence SQL Server 2014, Standard SQL Server 2014, Developer (for non-production use only) SQL Server 2012, Enterprise SQL Server 2012, Business Intelligence SQL Server 2012, Standard SQL Server 2012, Developer (ibid) 27 Armanino LLP amllp.com

26 Best practices for planning your upgrade 28 Armanino LLP amllp.com Armanino LLP amllp.com

27 Upgrading from CRM 2013 to CRM 2015 Just make sure that you are on CRM 2013 Service Pack 1 or higher. 29 Armanino LLP amllp.com

28 Upgrading from CRM 2011 to CRM 2015 NO DIRECT ROUTE! Update CRM 2011 to UR17 Use the Custom Code Validation Tool clean JS as necessary. Install CRM 2013 SP 1 Backup CRM 2011 database Import database into CRM 2013 Test, test, test! 30 Armanino LLP amllp.com

29 Upgrading from CRM 4 to CRM 2015 Update CRM 4 to UR21 Install CRM 2011 UR17 Backup CRM 4 database Import database into CRM 2011 Proceed with CRM 2011 path 31 Armanino LLP amllp.com

30 Scheduling Your CRM 2015 Online Update Office 365 log in, click on Admin drop down menu, and select CRM link sent from Microsoft to CRM Administrator CRM Instance look for notification of scheduled update 32 Armanino LLP amllp.com

31 Dynamics CRM 2015 Online Pending Updates 33 Armanino LLP amllp.com

32 Manage Dynamics CRM 2015 Online Updates 34 Armanino LLP amllp.com

33 Dynamics CRM 2015 Online Approved Updates 35 Armanino LLP amllp.com

34 What Questions Do You Have? Submit Your Questions Now! 36 Armanino LLP amllp.com

35 Armanino LLP Certified Public Accountants & Consultants Larry Betz phone: Greg Lief phone: Armanino LLP amllp.com Armanino LLP amllp.com

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