Crm stream step 2 m-hance with sharepoint - m-hance three steps to microsoft success 2015

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Transcript of Crm stream step 2 m-hance with sharepoint - m-hance three steps to microsoft success 2015

Three steps to success

2. “m-hance” with Microsoft

SharePoint

Amanda GrantMarket Development Director

3 Steps to Success

I’ve heard of SharePoint but I’m really not sure….

Where do you start?

Where do you want

to go?

I have issues…….

Common Document Issues….

1. Multiple Versions

2. Network Shares

3. Retention Policy

We need to more…..

Common Collaboration Issues….

1. Team Collaboration

2. Network Shares

3. Retention Policy

2. Knowledge Sharing

3. Mobility & Access 4. Single Point to Search

Successful Intranet!!

So what does success look like?

Document Centre

Document Centre

Document Centre

SharePoint Search

Search Centre

Search Centre

Search Preview

Building a Successful Intranet!!

Start Spreading the News….

Internet Search Staples….

Short Cuts / Quick Links

Short Cuts / Quick Links

m-hance leads the charge with Wigan Warriors – Read more…

Publishing Content

Sharing Knowledge & Ideas

Newsfeed & Yammer

In Summary….

• Over 50 SharePoint Projects delivered

• Microsoft Certifications

• Enhanced CRM Integration

• On-line or On-Premise

• OnePlace – Packaged Intranet

How can m-hance help?

It’s a Journey….

LIFT OFF!!!!!Plan

Engage

Measure

Thank you

Please complete your feedback forms now

Three steps to success

2. “m-hance” with added functionality

for Microsoft Dynamics CRM

Gino De Vita

Microsoft Dynamics CRMSenior Consultant

What is an m-hancement?

An m-hancement is where we can add value above and beyond out-of-the-box CRM

Examples

Web Portals• Customer portals• Partner/Supplier portals• Collaboration

Integrations• Dynamics GP, NAV & AX• 3rd Party Products and Websites

Solutions• Industry specific; Not for Profit, Sports,

Hospitality & Leisure & Construction• Accelerated development

Web Portals

Web Portals

Membership / Subscription

Event Sign-up

Ordering

Profile Updates

Case and Issue Management

Collaboration

Dynamics CRM

Integrations

Scribe

Company Records?Contacts Records?Quotations? Cases? Sales History? Invoice History?

Dynamics CRM ERP

Scribe

Vertical Solutions

Not for Profit

Gift Aid MembershipManagement

Microsoft Dynamics

CRM

Website CMSThird Party Donation

Sites

Operational Systems

Reporting

Campaign

Finance*

*Standard if integrating with Microsoft Dynamics GP

HMRC Gift Aid Portal

Advocacy

Customer Specific Core CRM NfP 360

Fundraising Management

Sports Hospitality &

Leisure

Membership Management

m-hanceSHL360

Ticketing HospitalityEvent Management

Customer Service

Loyalty

Access Control

Associations

EPOS

Reporting

Marketing

Finance*

Customer Specific Core SHL360 Standard

*Standard if integrating with Microsoft Dynamics GP

Integration

Constructionand Project

based selling

Companies and Contacts

m-hance Build360

Events Frameworks

Project Leads

Prequalify and Bid

Project Tracking

Relationships

Documents &

Collaboration

Reporting

Marketing

Finance

Customer Specific Core Build360 Standard

Multiple opptys& quotes

Integration

Thank you

Please complete your feedback forms now

© m-hance ltd 2015 m-hance.com

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