CRM 2016 INTEGRATIONS
Introductions Presenters Andrew Winters, Carl De Souza, Adolfo Ramirez Awinters@akaes.com, Cdesouza@akaes.com, Aramirez@akaes.com 212-502-3900 Scribe Gina Shastri GShastri@akaes.com 212-502-3900
Before We Begin Q&A Please don t hesitate to ask questions any time during the session. We also have dedicated Q&A time at the end of the session Scribe There is a scribe in the room to record questions and action items that we cannot address in this timeframe. This presentation will be available for download from our website.
Session Agenda CRM Integration Capabilities A Day in the Life of Sales with Outlook and Dynamics CRM One Note, InsideView and Dashboards Dynamics CRM goes Mobile! Questions
CRM Success with your Organizational Point of View Microsoft & CSO Insights, How to Build a World-Class Sales Organization, 2015 CEB, Why You re Losing Competitive Advantage, 2015 Microsoft s Sell In The Now - How to make your sales team more productive
Microsoft Intelligent Customer Engagement SERVICE Engagement in a service economy SALES MARKETING Intelligent and data-driven engagement Engagement at scale Personalized Proactive Predictive Engaged and empowered employees Office 365 Cortana Intelligence Azure IoT
Consistent customer engagement Information collection and qualification Dynamics CRM Incidents Social Social Leads Sales executive Communities and portal Public Collaboration Contacts Service technician Personal information Personal Sharing Opportunity Marketing agent Custom (e.g. license form) Treat customers consistently across all channels Easily extendable to newer channels Convert any customer interaction on any channel to any transactional entity Engagement at scale
How Dynamics CRM works with you Integrated Collaboration Access CRM from within Outlook Use Office, PowerBI, Skype, and SharePoint in line with your CRM business processes Extend with InsideView, Click Dimensions, etc. Familiar User Experience: Ease of adoption and use Consistent experience across mobile, web, and Outlook clients Tools to track usage data Scalability: MSFT Cloud continues will scale and grow with your business
Business Process from the Tech point of view Qualify Develop Propose Close Familiar Mobile, Cloud Simple Integrated
Outlook Client/ CRM App for Outlook Microsoft Provides two options to interact with Outlook: Full Access to your CRM data from Outlook Activities and contacts can be copied an synchronized with outlook. 1. Outlook Client: Full integration between CRM and Outlook Contacts, emails, tasks and appointments are automatically synched between CRM and outlook Set regarding Outlook records to accounts or opportunities in CRM
Outlook Client/ CRM App for Outlook 1. Outlook Client CRM uses the ribbon to display all commands needed to complete a task, right within outlook. This guarantees the same user experience across all Microsoft office products
Outlook Client/ CRM App for Outlook 1. Outlook Client Offline Capability: Can work in CRM even when disconnected from the internet. A subset of CRM data is stored in the user s computer Features. All changes to CRM records are stored locally as well Data is synchronized based on when users go back online Only records specified to be offline by data filters will be available
Outlook Client/ CRM App for Outlook 2. CRM APP FOR OUTLOOK The new CRM App for Outlook is a light-weight app directed to accomplish a few specific tasks like tracking and converting emails as well as reviewing a few details about the specific contacts and leads from the email
Outlook Client/ CRM App for Outlook 2. CRM APP FOR OUTLOOK The CRM App for Outlook allows you to track emails, add contacts from within an email or even create new records to track emails against the browser on PC or Mac or mobile browser on phone. App will expand support to include Firefox, Safari for Mac and Outlook for Mac in addition to the currently supported IE and Chrome
Outlook Client/ CRM App for Outlook Differences between CRM App for outlook and Dynamics CRM for outlook:
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A mobile-first, cloud-first world At our core Microsoft is the productivity and platform company for the mobile-first and cloud-first world. We will reinvent productivity to empower every person and every organization on the planet to do more and achieve more. Satya Nadella, CEO
Dynamics CRM 2016 Mobile New Mobile Client Applications (CRM for Phones, CRM for Tablets) replaces CRM for Phones Express Download from App Stores Windows, Android, Apple Express did not have metadata. MoCA downloads the latest metadata every time you log in. Configure once deploy everywhere consistent experience Features include offline mode, new mobile controls, mobile task workflows and TBX, contextual document management
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Session Review Outlook plugin and CRM app for outlook provides a complete CRM experience, using the tools we work with every day CRM app for outlook is a lightweight version of the CRM plugin, but does not require local installations and works/will work on multiple platforms
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Questions?
Thank You! Gina, Andrew, Carl and Adolfo CRM Experts! www.akaes.com