Microsoft Dynamics CRM Een eerste kennismaking

Peter Meulman

Solution Architect, Microsoft

Ede, 27 maart 2014

Introductie

Demo Look and FeelDemo AccountsDemo Case ManagementSamenvatting

De komende 45 minuten ...

Een eerste kennismaking met CRM

Microsoft Dynamics CRM 2013 Themes

Access what you need where you need it so

you can connect to customers

Work across boundaries to

create the right customer

experiences

Cleaner, faster, more intuitive

interface drives productivity

Agile process guidance lets

you respond to rapidly

changing business needs

End-to-end solution

Security

& Identity

Management

Platform

Data & Process

Integration

Configuration

& Extensibility

Cloud On-Premises

Customers Employees Partners

in

Dynamics CRM Embedded in Outlook1. Access Dynamics CRM

through Outlook – Online or Offline

2. Open CRM records from Outlook

3. Push (“Track”) Outlook items to CRM Records• IE: Track and copy an

email & attach to a CRM record

4. Convert Outlook Records to a new CRM record (ie: New lead, new opportunity or new case)

Accounts View in Outlook

1. CRM Ribbon added to Outlook

2. CRM Menu added to Left Navigation

3. CRM Views of data surfaced in Outlook

4. Lync & Skype integration inside of CRM records

SharePoint Natively Embedded in CRM Record1. Automatically embed

contextual SharePoint Site in CRM Records:• Allowing CRM users

to access relevant SharePoint files through CRM

• Allowing non-CRM users to access relevant SharePoint files from SharePoint

2. Access SharePoint files from CRM record

3. Perform SharePoint actions against files through CRM

1. Save CRM data exported into Excel as a spreadsheet and refresh from CRM as desired

2. Analyze CRM data with Excel Pivot Charts

3. Dynamically exported data into Excel respects CRM data security model

Wat heeft u gezien ?

Look and Feel

Account Management

Case Management

13.45 Break-out II CRM for Members: hoe CRM dé

oplossing was voor Sociaal Fonds Taxi

Henk van Gelderen (Sociaal Fonds Taxi)

en Gerwin Bruining (CRM Partners)

Zaal 4

Datakwaliteit in het DELA project

Klant Gerichter Werken

Raymond Aerts (Coöperatie DELA) en

Marco de Jong (IntoDQ)

Zaal 5

CRM-implementatie: 90% change

management, 10% systeem

Jessica Nevels (Royal HaskoningDHV)

en Yuri Ramdhani (CTB xRM)

Zaal 6

Customer acquisition and cross sell at

every opportunity in banking

Özkan Erener (VeriPark) Zaal 7

Business Processes in CRM Ralf van Gellekom (Microsoft) Expotheater

14.30 Pauze Expofoyer

Vervolg -Programma #ExploreDynCRM