Dynamics Day 2015: Dynamics CRM Roadmap
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Transcript of Dynamics Day 2015: Dynamics CRM Roadmap
Dynamics Day 2015
Dynamics CRM Roadmap
15+ years CRM experience CRM Evangelist Microsoft CRM MVP & Microsoft Partner
seller @FozzyNZ www.nakedcrm.com
Steve FosterCRM Product and Marketing Manager
15+ years CRM experience CRM Evagelist Microsoft CRM MVP & Microsoft Partner
seller @dylanhaskins www.dylanhaskins.com
Dylan HaskinsCRM Solution Architect
PRESENTERS - THE TEAM
For the next 40 mins we will be talking about …
Intergen’s CRM Year
What’s just been
and what's next
Let’s take a look
CRM Year in Review
4
Intergen + Empired = Leaders in Dynamics CRM Microsoft Partner
Awards 2015 Winners of Dynamics CRM and Dynamics ERP
3 Dynamics CRM MVPs (3 out of 64)
100s of CRM projects delivered Over 10,000 CRM seats sold
Implemented Dynamics CRM for Microsoft Corp, key global trusted partner
Over 70 CRM Team Members
Over 300 CRM Customers 2014
Microsoft Inner CircleMember of the Partner Advisory Council 1 of 20
Largest reseller of 3rd Party Add Ons ClickDimensions, Resco, ADXStudio
Intergen + Empired = Leaders in Dynamics CRM
CRM in the cloud has been high the agenda this year
Top Industries: Public Sector, Agri-Services, FMCG, Education
Largest deployment 200 users
20+ new CRM customers
Over 5 new CRM consultants
Over 110 CRM pieces of work delivered
Hot Topics - Mobile CRMSimplicityMarketing
Team presented at global events – CRMUG Reno, Idea Conference
Summary Announcements 2015
7
Key Announcements
Acquisitions
Mojo Surveys VOCField One
ADXStudio
Fantasy Sales Team
Go To Market
Cloud Solution ProviderIntergen Tier 1
Empired Tier 1
Marketing Automation CSP Offer
Advanced Marketing Automation
9
$225 per user per month*
Base Marketing Implementation Services
Pre-built IP Pre-built Power BI dashboards
for Google Analytics and ClickDimensions included
ClickDimensions Standard Package**
Web to lead form Social Engagement (min 10
users) Unlimited On-going Training Auto Upgrades * One off set-up costs
excluded** Subject to a fair use policy
Released May 2015 – CRM 2015 Update 1
ProductivityNext Generation of
Integrated Productivity Platform:
• Immersive in Context • Multiple Deployment
Options ( SharePoint Hybrid)
• Office Groups• Richer Exchange
Integration • Role Tailored Power BI
Dashboard
SocialReimagined social – from listening to engagement:
• Social center - monitoring and engagement
• Social CRM for end-to-end engagement
• New UI - rich data, cloud visualizations and text mining
MobilityConfigure once, deploy everywhere for Mobile
• New Phone client with role tailored experiences for sales and service
• Rich Native Client development with new mobile SDK and Azure Mobile Services
• Enterprise Readiness with MAM functionality ( Good)
Knowledge &
Engagement
Major investments in making multi-channel engagement a reality
• Knowledge integrated into daily service interactions:
• Consistency Framework
• Omni Portal for Self Service
PlatformNext generation
application platform
• Performance – 2-3x improvement with rich content
• Rich modeling environment which is easily
• Updated User Interface
Themes for CRM spring 2015 wave
Let’s take a look at the Spring release
Late “Fall” 2015 – CRM 2016
Investment Themes
System of Intelligence
Contextual, Productive Relationships
Predictive Analytics for the rest of us]
Knowledge Management
PlatformXRM as a Service
Bulk Data Loader
Ecosystem Growth
Next-Gen Search
Interactive Service Hub
Voice of Customer
Integrated Productivity PlatformOffice App V2
One Drive for business
Mail Merge Update
Excel Analysis
Power BI Dashboards
MobileOffline
Task-based Experiences
Rich controls for business users
Mobile Marketing
Fall highlights
Next Generation Search
15
• Relevance Search is a CRM Online only feature
• Search is off by default for everyone• Provides a single list of results across
entities, sorted by relevance to the search text, matched to any wordacross any search enabled field in any search enabled entity
Entities enabled for Relevance Search are syncing to an external search index. Learn more
Set up Search
Select entities for Categorized Search
Enable Relevance Search
Bulk Data Loader
16
• New Cloud Service by Microsoft• Enables HIGH volume imports
of data• Data is firstly loaded into
staging tables• You can perform transformation
tasksagainst the data in the staging tables
• Once data is ready to go, it is imported from the staging tablesinto CRM via the CRM SDK
• Access via CRMAdmin Center
Voice of the CustomerEnterprise feedback management across multiple channels
Capture customer issues more effectively during or after support calls
Check in with customers on a regular basis to easily spot issues
Test new products, offerings and pricing with specific customer segments
Create focus groups to get feedback
Analyze customer feedback to help identify gaps and deliver insights on service, products and offerings
Mobile User Productivity
• Cortana• Document management• App-to-App deep linking
Mobility Themes
Mobile Platform for Business Analysts
• Mobile focus controls• Task based experiences• Mobile client form preview• Web Resources & IFRAME
Enterprise Grade
Capabilities• Offline support• InTune mobile
management
CalendarArc KnobAuto-CompleteBullet GraphFlip SwitchInput MaskLinear GaugeLinear SliderMultimediaNumber InputOption SetsRadial KnobSignature/PenStar RatingWebsite Preview
15 New Mobile Controls
CalendarArc KnobAuto-CompleteBullet GraphFlip SwitchInput MaskLinear GaugeLinear SliderMultimediaNumber InputOption SetsRadial KnobSignature/PenStar RatingWebsite Preview
Form Preview
Let’s take a look at the Fall release – Mobile
Interactive Service Hubs
Multi-stream dashboardReal-time dashboard for a One-place view of workloadConfigurable data streams for multiple entitiesInteractive chart based visual filtersPerform actions directly from StreamsGranular and customizable filtering criteriaCustomizable display
Single-stream dashboardUnderstand your data at a glanceWith charts and tiles Quickly see changes and patterns to act effectivelyMonitor Queue volume and drill down to see queue data thru tilesAssociate color-identifiers for cases in streamsApply interactive visual filters to prioritize workload
Modern and Intuitive form designCustomer 360 for a complete view of your customer’s touch points
Timeline allows a unified view of your customer’s interactions across channels
Engage directly with your customer from the timeline and create follow-up activities, set reminders..
Redefined business process interactions
Quick commands provide the ability to act on records without losing context.
With the Reference panel, Integrated KB and contextual viewing of related info.
Knowledge Base
Summary• Complete overhaul of creation, authoring,
approval and translations• New WYSIWYG editor• Leverages the new forms created in Interactive
Service• Versioning• Capture who is using what - views• Embedded KB in CRM forms now using CRM or
Parature
Let’s take a look at the Fall release – Engagement Hub
Please find listed below the steps for signing up for the Microsoft Dynamics CRM Fall 2015 Preview programs, which include Microsoft Dynamics CRM “Ara,” Microsoft Dynamics Marketing “Capella,” and Microsoft Social Engagement “Corvus.” Signups are open to all org types and individuals. The sign-up survey supports self-sign-up only – sign-up -on-behalf-of scenarios are not supported.To sign up for the Fall 2015 Preview ProgramsStep 1. To turn on your permission to the Preview Sign-up site on Connect, please click the following link:https://connect.microsoft.com/site687/InvitationUse.aspx?ProgramID=8964&InvitationID=F015-J3TB-CBJV
Note: You must complete any “mandatory” surveys (using sample data if the survey is not relevant) presented to you prior to gaining access to the Microsoft Dynamics CRM Fall 2015 Preview Programs Sign-up Survey. If you must complete a mandatory survey, please click the link in Step 1 a second time before proceeding to step 2.Step 2. (optional) After completing step 1, for an overview of each program, please see the Preview Summary deck available via Connect Downloads at the following link:http://connect.microsoft.com/site687/Downloads/DownloadDetails.aspx?DownloadID=58756This download package also contains a copy of the Microsoft Dynamics CRM Online Services Pre-Release Subscription Agreement translated into Arabic, Chinese (Simplified), Danish, Dutch, French, German, Hebrew, Japanese, Portuguese (Brazil), Portuguese (Portugal), Russian, and Spanish.Step 3. To access the sign-up survey, please click the following link:http://connect.microsoft.com/site687/Survey/Survey.aspx?SurveyID=17696Please complete and submit one survey for each organization that you would like to sign up. The survey supports signing-up an organization for all three products with one submission.Preview sign-up timeline (all three programs) – August 6th – December 1stPreview start – September – Fall 2015