powerup echo webinar series - powerobjects · 1/1/2016 · crm version path 13 crm 1, 1.2 •built...
TRANSCRIPT
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1
PowerUp Echo Webinar Series
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WELCOME
What’s New in 2016 for CRM
AdministratorsMerlin Schwaiger, Director of Solution Design
Tad Thompson, Sr. Technical Advancement Developer
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Director of Solution Design
PowerObjects/Minneapolis
Image
Merlin Schwaiger
Meet your Presenters 15
Sr. Technical Advancement Developer
PowerObjects/Minneapolis
Tad Thompson
@crmwizard
@TadMT
612.339.3355 x180 612.339.3355 x133
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Topics
Topics 2
App for OWA
Service hub
Document generation
Solutions enhancements
Search improvements
Data performance dashboard
Data loader
Knowledge management
OneDrive document management
Exchange enhancements
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CRM Version Path 13
CRM 1, 1.2
• Built from
the ground
up
• Crystal
reports
CRM 3.0
• Many
Enhanceme
nts
• Workflow
• SRS
• Custom
Entities
CRM 4.0
• New API
• Multi-
tenancy
• Workflow in
the UI
CRM 2011
(5.0)
• Dashboards
• Dialogs
CRM 2013
(6.0)
• New UI
• BPF
• Tablet App
• Bus Rules
• OOTB
SharePoint
Integration
• SSS
CRM 2013 SP1
(6.1)
• Huge Service
enhancements
• Mobile Service
CRM 2015, SP1
(7.0, 7.1)
• Calc & rollup
• BPF Branching
• Enhanced SLA’s
• Hierarchy
• 7.1-UI
• Folder-tracking
• New Export to
Excel
• OneNote
CRM
2016
(8.0)
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Accessible from Administration Area
Data Performance Dashboard 12
Monitor long running queries
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Data PerformanceReview, analyze, and optimize the data access performance of components in your organization.
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All Data Performance Logs
Period:
Impact Entity Source Component Operation Median Time Max Time Min Time Count
98% Account Active Accounts View RetrieveMultiple 5.24 7.64 3.24 1897
96.5% Account Accounts I Care About View RetrieveMultiple 4.19 5.25 3.45 890
94% Contact Quick Find Active Contacts View RetrieveMultiple 4.67 6.96 3.50 91
94% Widget Widget Update Plug-in RetrieveMultiple 3.23 2.12 3.89 1230
94% Contact Active Contacts View RetrieveMultiple 3.24 7.64 2.24 1897
93% Contact Contacts Being Followed View RetrieveMultiple 4.19 3.25 6.45 890
90% Contact Contacts: No Orders in Last 6
Months View
RetrieveMultiple 6.78 12.96 4.50 91
86% Lead Leads: influenced Deals That We
Won View
RetrieveMultiple 6.23 9.12 3.89 1230
84% Order Non Cancelled Orders View RetrieveMultiple 3.24 7.64 3.02 1897
84% Order My Orders Report RetrieveMultiple 4.19 5.25 2.45 890
80% Opportunit
y
Closed Opportunities in Current
Fiscal Year View
RetrieveMultiple 9.67 13.96 0.50 91
Data Performance
Dashboard
^
OPTIMIZE
REMOVE
1 month Closed Deals This Month
Minimum long running query
execution time is 3s.
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OPTIMIZE REMOVE
Period: Year to Date Year to Date Change: +100.00%
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OPTIMIZE REMOVE
Period: Year to Date Year to Date Change: +100.00%
Confirm OptimizationAre you sure you want to optimize this component? Please verify that
this optimization improves performance. If it doesn’t, consider
removing it. It may take several minutes for this optimization to appear
in your organization. Learn more
Optimize
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OPTIMIZE REMOVE
Period: Year to Date Year to Date Change: -41.46%
Limit of 20 optimizations per
entity.
Only provides an optimization
recommendation when the
impact is greater than 20%.
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Full Data Encryption leveraging SQL
Transparent Data Encryption (TDE)
Customer maintain key
Data Encryption 12
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Data Loader
CRM Online
1
• Upload large files to
staging
• Recurring jobs
Image. Keep Frame.
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Cloud Service – Free
Getting data in at high-speeds
into CRM Online
Designed to handle large
volumes with data staging and
validation
Support for scheduling import
(Post Preview feature) Platform
SD
K
CRM Online
Staging DB
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CRM Online –2016 +
• Alternate key
• Upserts
Discoverability
CRM Admin Center (only
Admin access)
Lifecycle Services Portal
• User experience hosted in LCS
Azure App Services
• Runtime hosted in Azure App services leveraging BizTalk API Apps
CRM Data Loader
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CRM Admin Center
DATA LOADER
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Blurb About Image(s)
OneDrive Document Management 2
• Personal
private storage
• Automatic sync
with OneDrive
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• SP Online – Same tenant (same as server-based integration)
• SP On-Prem – SharePoint Server 2016
OneDrive for Business Pre-Requisites
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OneDrive for Business
New
View
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OneDrive for Business
Per user folder structure
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Supported Configurations
Optional Information
Exchange Enhancements 9
Exchange configurations
• On Premise configuration
• Hybrid Exchange configuration
Exchange versions
• Exchange Server 2010 SP 3
• Exchange Server 2013 SP 1
• Exchange 2016
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Server-Side Synchronization Performance dashboard 9
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Dynamics CRM App for Outlook 13
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CRM App for Outlook – From OWA
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CRM App for Outlook – From Outlook Client
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Server Setup
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Server Setup
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Server Setup
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Server Setup
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Multi-stream, interactive service dashboards
New browser app focused on customer service
Service Hub 2
ImageImage
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Service Hub 2
Image
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Knowledge Management
New Entity
1
Robust Content Editor
Versioning
Language support
Image. Keep Frame.
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Document Generation 1
Word and Excel
pre-defined
templates
Image. Keep Frame.
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Lifecycle improvements to solutions
Solutions Enhancements 2
Support for patching
Better integration with the
Marketplace
Granular control of components
Fields
Views
Forms
Relationships
Bus. Rules
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Lifecycle improvements to solutions
Solutions Enhancements 2
Granular
selection of
entity assets
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• Relevance
• Match any
text
• Enabling
process
Global, multi-entity search enhancements
Image
Search Improvements 5
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Thank You!