Dynamics Briefing 2013

CRM Update

Basil Carbonaro

Senior CRM Consultant

Our Agenda

Questions

CRM Release Roadmap

Social Media and CRM

Upgrading to Orion

CRM Release Roadmap

Q3 CY2012 “Polaris” (Released)

Q3 CY2013 “Orion” On Premise and Online (incorporates “Polaris” + “Gemini” + “Orion” feature set)

Q2 CY2013 “Gemini” Marketing Pilot (Released)

BI Software Implementation

Social Media and CRM

User posts on record wall –

Yammer

Follow in CRM auto-follows the object in

Yammer.

Responses to post show up in Yammer and

CRM

Seth Jackson assigned

the CRM Upgrade

opportunity to Paul

Laurel

Same user post on the Yammer web client for

colleague

Some autoposts appear in

Yammer ticker

Seth Jackson assigned

the CRM Upgrade

opportunity to Paul

Laurel

Yammer global search available on all CRM entities as

well.

Netbreeze acquisition announcement

Read the blog post from Bob Stutz:

https://community.dynamics.com/crm/b/crmcon

nection/archive/2013/03/19/netbreeze.aspx

Upgrading to ORION

Why Upgrade?

Why Start using CRM?

Any questions?

Thank you basil.carbonaro@intergen.com.au