Quick Introductions Dynamic CRM 2011 Overview xrm Overview Amplify Dynamic CRM 2011 with Cloud Today and Tomorrow FAQ

"The purpose of business is to create and keep a customer. Peter Drucker The role of IT is: Increase productivity Grow the business Reduce costs Microsoft Dynamics CRM

Business applications using familiar Microsoft Outlook and other Office productivity tools. Integrated collaboration and real-time communications tool, for example Microsoft SharePoint and Microsoft Lync. Powerful systems management tools. Rapid development using Microsoft Visual Studio and.net.

Leverage Microsoft Office tool Use Microsoft Word Mail Merge. Use Outlook for messaging, appointment and task feature Visualize business data with real-time dashboards. Use Microsoft Excel capabilities to analyze data. Uncover deeper customer insights with Microsoft SQL Server. Benefit from rapid customization and extensibility.

Quickly automate business process. Track and optimize team performance. Maximize hardware return on investment (ROI). Look for the possibility to take advantage of the power of the cloud.

Office ribbon Reading pane Follow-up flags and reminders Native email & meeting forms Conditional formatting CRM Tracking pane Rich forms and views Preview panes Enhanced performance and synchronization

Multiple role-tailored dashboards Visualizations displayed within any data grid Click-through to visually analyze and navigate Real-time updating Common chart types, inline grids, iframe, web resources (i.e. maps)

Dynamic Marketing Lists Mail Merge integration Total record count Bulk email attachments Rich-text emails

Define the steps necessary to automate specific business processes, task with defined condition Manual or Auto run Guided flow and prompts Embeddable tips, queues, and hyperlinks

-Outlook Integration -Dashboard -Import Data and Marketing List

Win7, Vista, XP (32 bit & 64 bit) Internet Explorer 7.0+ Office 2003, 2007, 2010 (32 bit and 64 bit) SQL Server Express 2008.NET 4.0 64-bit Windows 2008 SP2 or 2008 R2 IIS7 (for web based server role).net 4.0 Exchange 2007, 2010, Online (12 and 14) SMTP or POP3 server 64-bit SQL Server 2008 or 2008 R2 64-bit Windows 2008 SP2 or 2008 R2

Used By To Manage Automates Tracks Provides Integrates with

C = Customer Baseline Definition (CRM) Used By To Manage Automates Tracks Provides Integrates with Marketing, Sales and Customer Service Teams Customer Relationships Mktg, Sales and Service Business Processes Interactions, Activities, Tasks, and 360 History Customer-centric Analytics ERP applications

C = Customer X = Any Used By To Manage Automates Tracks Provides Integrates with Baseline Definition (CRM) Marketing, Sales and Customer Service Teams Customer Relationships Mktg, Sales and Service Business Processes Interactions, Activities, Tasks, and 360 History Customer-centric Analytics ERP applications XRM Any Team Any Relationship Any Relevant Process Interactions, Activities, Tasks and 360 History of X X -centric Analytics ERP and CRM applications

Organizations Business Processes Relationships People (dealers, vendors, employees ) Task Automation Recruiting Automation Maintenance Automation Places (properties, locations, real-estate ) Things (assets, animals, displays, franchise ) Departments / Groups Interactions & Activities Anything (x) Relationship Management

Build Buy Development Tools Development Frameworks Packaged Applications

Build Buy Development Tools Development Frameworks Application Framework Packaged Applications

Database Declarative Data Modeling Referential integrity / relationship Dynamic Ripple Effect

Metadata Application Definition Portable Application Model Release & Upgrade Mgmt Database Declarative Data Modeling Referential integrity / relationship Dynamic Ripple Effect

Business Logic Granular role-based Security Business Process Modeling Windows Workflow Foundation Metadata Application Definition Portable Application Model Release & Upgrade Mgmt Database Declarative Data Modeling Referential integrity / relationship Dynamic Ripple Effect

User Experience Microsoft Office/ Outlook Online/ Offline Mobile/ Portal/Custom Custom User Features Business Logic Granular role-based Security Business Process Modeling Windows Workflow Foundation Metadata Application Definition Portable Application Model Release & Upgrade Mgmt Database Declarative Data Modeling Referential integrity / relationship Dynamic Ripple Effect

User Experience Microsoft Office/ Outlook Online/ Offline Mobile/ Portal/Custom Custom User Features Business Logic Granular role-based Security Business Process Modeling Windows Workflow Foundation Extensibility Metadata Application Definition Portable Application Model Release & Upgrade Mgmt Visual Studio.NET Assemblies Client-side Jscript ASP.NET Custom Forms Database Declarative Data Modeling Referential integrity / relationship Dynamic Ripple Effect Custom Workflow Actions Event Framework/ Dynamic Code Plugins Server SDK Offline SDK

User Experience Microsoft Office/ Outlook Online/ Offline Mobile/ Portal/Custom Custom User Features Integration Business Logic Granular role-based Security Business Process Modeling Windows Workflow Foundation Extensibility Enterprise Mash-ups/ Composite Applications Embedded User Interfaces/ IFrames Metadata Application Definition Portable Application Model Release & Upgrade Mgmt Visual Studio.NET Assemblies Client-side Jscript ASP.NET Custom Forms Business Logic/ Process Orchestration Data & Metadata APIs Database Declarative Data Modeling Referential integrity / relationship Dynamic Ripple Effect Custom Workflow Actions Event Framework/ Dynamic Code Plugins Prebuilt Connectors Server SDK Offline SDK

User Experience Microsoft Office/ Outlook Online/ Offline Mobile/ Portal/Custom Custom User Features Integration Business Logic Granular role-based Security Business Process Modeling Windows Workflow Foundation Extensibility Enterprise Mash-ups/ Composite Applications Embedded User Interfaces/ IFrames Metadata Application Definition Portable Application Model Release & Upgrade Mgmt Visual Studio.NET Assemblies Client-side Jscript ASP.NET Custom Forms Business Logic/ Process Orchestration Data & Metadata APIs Prebuilt Connectors Database Analytical Declarative Data Modeling Dashboards KPIs Referential integrity / relationship Reporting/ OLAP Dynamic Ripple Effect Data Mining/ Predictive Custom Workflow Actions Event Framework/ Dynamic Code Plugins Server SDK Offline SDK

User Experience Microsoft Office/ Outlook Online/ Offline Mobile/ Portal/Custom Custom User Features Integration Business Logic Granular role-based Security Business Process Modeling Windows Workflow Foundation Extensibility Enterprise Mash-ups/ Composite Applications Embedded User Interfaces/ IFrames Metadata Application Definition Portable Application Model Release & Upgrade Mgmt Visual Studio.NET Assemblies Client-side Jscript ASP.NET Custom Forms Business Logic/ Process Orchestration Data & Metadata APIs Prebuilt Connectors Database Analytical Declarative Data Modeling Dashboards KPIs Referential integrity / relationship Reporting/ OLAP Dynamic Ripple Effect Data Mining/ Predictive Custom Workflow Actions Event Framework/ Dynamic Code Plugins Server SDK Offline SDK Service-Oriented Architecture Multi-tenancy Multi-lingual Multi-currency Enterprise-class scalability & performance Platform Management Tools Developer Tools

Usability through Microsoft Office/Outlook Flexibility through Dynamic Application Choice through various delivery and usage options Productivity through point & click and Microsoft Fits people, business, environment and budget Enterprise-class scalability, availability and performance

Microsoft Dynamics Marketplace Find, try, and buy high-quality applications and services Optimized search logic to quickly find relevant solutions Tested and certified applications Customer ratings and reviews Integrated into Microsoft Dynamics CRM 2011 Available today in more than 29 countries

- Create form field - Form publishing - Workflow walkthrough

The benefits of deploying technologies through cloud services to drive productivity and increase efficiencies are proving out every day. New Economics Pay for what you use Predictable costs Shift from capital expenses to operating expenses Accelerate speed to value Reduced Management No maintenance Faster deployment Instant upgrades Multilayered security framework and backup Increased Agility Latest software for users Internet collaboration Anywhere access Instant self-provisioning

Microsoft Dynamics CRM Online delivers powerful business applications. Windows Azure adds general-purpose cloud computing platform. Office 365 offers cloud versions of Office software: Office Professional Plus. Microsoft Exchange Online for email and messaging. Microsoft SharePoint Online for document management and portal capabilities. Microsoft Lync Online for Live Meeting and unified messaging.

Microsoft Office Web Apps Integrated Outlook email Document management and portal capabilities Live Meeting and Unified Messaging Rich document management Seamless communications and tracking Collaboration and knowledge sharing Real-time IM and presence

Over 65% of new CRM customer adds are Online

Update package or Release every 6 months / New Version every 24 months Current Release = R7 (Q4, 2011) Next Release = R8 (Q2, 2012)