Convergence 2012 Dynamics CRM

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1 Convergence 2012 Dynamics CRM May 1, 2012

2 Agenda Welcome CRM 2011 Questions Next Steps

3 Microsoft Dynamics CRM Roadmap Q Q Q Q Q November 2011 Service Update R7 Social Productivity & Enterprise Cloud R8 CRM Anywhere R9 Social Customer Engagement & Next Gen Productivity

4 Nov 2011 Service Update R7 Social Productivity & Enterprise Cloud

5 Q R8 CRM Anywhere

6 CRM Anywhere Mobility CRM Online or CRM On-Premise (with IFD) supported Subscription through Dynamics Marketplace ($30 per user per month) CRM On-Premise (AD, IFD, or ADFS) will still need to purchase an onpremise mobile solution from CWR Mobility or other ISV Each user can use up to 3 devices Windows Phone 7 Support for rival devices using native client, not a browser. This allows for disconnected processing. iphone 3GS+ (ios 5+) ipad/ipad2 (ios 5+) Android (2.2+) Blackberry (6.x & 7.x)

7 CRM Anywhere Mobility

8 CRM Anywhere Mobility

9 CRM Anywhere Browser Flexibility Supported on PC, MAC, and ios Internet Explorer (7.x +) on Windows 7, Vista, and XP Support for rival browsers Safari (5.1.1+) on Mac OS-X or ipad 2 (ios 5.x) Firefox (6+) on PC or Mac OS-X / ios 5.x Chrome (13+) on PC

10 CRM Anywhere Social Enhanced Activity Feeds Improves functionality introduced with R7 Like/Unlike Enhanced Filtering Can view timeline wall of all posts filter CRM Online or CRM On- Premise Updated Mobile Activity Feeds App for WP 7.5

11 CRM Anywhere Industry Templates Focused on specific basic end-toend vertical processes Includes: Data model Dashboards Workflows Sample data Obtain on Dynamics Marketplace as Microsoft Dynamics Labs Community Supported Forums Industries: Life Annuity Insurance Sales Non-Profit Health Plan Sales Wealth Management

12 CRM Anywhere SQL Server 2012 SQL 2012 support, which Improves reporting and analytics Improves performance and scalability Improves security Improves disaster recovery CRM Online runs on SQL 2012 SQL Azure Data Sync a cloud service that provides bi-directional data synchronization between databases across datacenter and cloud New Power View SSRS capability providing intuitive ad-hoc reporting, including some pre-defined CRM templates (previously called Project Crescent) Reports can be filtered and animated Obtain on Dynamics Marketplace as Microsoft Dynamics Labs

13 CRM Anywhere SQL Server 2012

14 CRM Anywhere Certifications

15 Q R9 Social Customer Engagement & Next Gen Productivity Delivers The best integration with Outlook15/Office 365 clients and services running on PCs and all popular mobile devices Native integration with social and cloud data services to find, win, and retain valued customers Enterprise-class scalability and management capabilities to build trust and agility in the cloud and to accelerate enterprise adoption 7 Scenarios Build Trust in the Enterprise Integrated Self-Service with O365 Social Care for Twitter & Facebook Seamless People Experience with Office Find, Know, and Connect with the Right People Staying on Top of the Situation CRM Client Runs in Outlook 15 Source: Bill Patterson and Craig Dewar, CSCRM07 Microsoft Dynamics CRM: Product Roadmap and Primer, March 21, 2012, Microsoft Convergence

16 Agenda Welcome CRM 2011 Questions Next Steps

17

18 Agenda Welcome GP 2013 Questions Next Steps

19 Past and Future Webcasts GP 4/24 CRM 5/1 AX 5/8 GP 2010 GP 2013 Features Managed Reporter R7 Social Productivity & Enterprise Cloud R8 CRM Anywhere R9 Social Customer Engagement & Next Gen Productivity AX2012 Features AX2012 Upgrades BI/Reporting

20 P 20 Thanks! Deb Marotta 20 North Wacker Drive, Suite 1870 Chicago, IL x Lance Krumholz 20 North Wacker Drive, Suite 1870 Chicago, IL x383 John Szuberla 20 North Wacker Drive, Suite 1870 Chicago, IL x446

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