Crm stream step 1 upgrade to msdyncrm 2015 - m-hance three steps to success event 2015
27
Three Steps to Success.. 1. Upgrade to Microsoft Dynamics CRM 2015 Paul Hasell Microsoft Dynamics CRM Pre-Sales Consultant
Transcript of Crm stream step 1 upgrade to msdyncrm 2015 - m-hance three steps to success event 2015
Three Steps to Success..
1. Upgrade to Microsoft Dynamics
CRM 2015
Paul Hasell
Microsoft Dynamics CRMPre-Sales Consultant
Why Upgrade?
• Support• New Features• Marketing & Social Engagement • Coming soon….
Why Upgrade?
Support
Support CRM 2011Mainstream support only until July 2016
SQL 2008 R2Out of mainstream support since July 2014
SQL 2012 Mainstream support ends July 2017
Windows 2008 R2Out of mainstream support since Jan 2015
New Features
• Web User interface• Business Process Flows• Product Catalogue • Service Level Agreements
New Features
Microsoft Dynamics CRM 2015 In Action…
• Business Rules• Synchronous Workflows• Calculated Fields• Roll-up fields• And…
New Features
Mobile Client – iOS, Android & Windows
Microsoft Dynamics CRM 2015 New Features
Marketing & Social Enhancements
Microsoft Dynamics Marketing
• Create, design and manage your email marketing messages
• Test them against different device formats
Microsoft Dynamics Marketing
• Use A/B testing to test response rates
Microsoft Dynamics Marketing
Microsoft Dynamics Marketing
• Manage your digital assets• Generate standard reports• Custom analytic reporting
with Power BI• Create and customise
landing pages• Synchronise with Microsoft
Dynamics CRM Online & On-Premise
And.. You can also…
Microsoft Social Engagement
Know who your key influencers are and stay informed with alerts
Microsoft Social Engagement
Reply and Engage with social communities using your corporate profileListen to what people are saying on social channels
• Key metrics include: volume trends, share of voice • Add social data to Microsoft
Dynamics CRM• Create leads, opportunities,
or cases from social posts
And.. You can also…
Coming soon…
New Navigation
Home ModulesEntitiesMost Recently
Used
Theming
• Add your own logo• Change colour of
navigation• Fully supported
Folder Tracking
Excel Integration
OneNote Integration
Stored in SharePointUnder first SharePoint Integration folder
CRM records
Adventure
Litware Inc
Alpine Ski House
Mobile Experience
• Unified Experience across all mobile devices• New phone app in
addition to existing• Existing app will work
with new server• New app will not work
with existing servers• Available for iOS,
Android & Windows Phone
Thank you
Please complete your feedback forms now
