teched 2010 - dynamics crm 2011 what\'s new
DESCRIPTION
TechEd 2010 - the slideshow from the sessionWhat\'s new in CRM 2011TRANSCRIPT
IntroducingDynamics CRM 2011
Amir Ariel – Microsoft IsraelVered Hazrati – Elad Group
Looking backRelease Timeline and Market ExpansionWhat’s New in CRM 2011– Familiar User Experiences– Intelligent Solution– Connected
System Requirements
Questions and Answers
January 2003MS CRM 1.0
December 2003MS CRM 1.2
December 2005Dynamics CRM 3.0
December 2007Dynamics CRM 4.0
Avg. response time of 0.29 sec
100,000
http://blogs.msdn.com/b/crm/archive/2010/04/13/new-benchmark-100-000-concurrent-users-with-virtualization.aspx
1,400,000
80
500
Mid-size Companies
Small Businesses Large Enterprises
23,000
1,200
41
Arabic BasqueBulgarianChinese (Hong Kong)Chinese (PRC)Chinese (Taiwan) Catalan CroatianCzechDanish
DutchEnglish EstonianFinnishFrench GalicianGerman GreekHebrewHindiHungarian
ItalianJapaneseKazakhKoreanLatvianLithuanianNorwegian PolishPortuguese (Br)Portuguese (Ptg)Romanian
RussianSerbian (Latin)SlovakSlovenianSpanishSwedishThai TurkishUkrainian
1
http://www.forrester.com/rb/Research/wave%26trade%3B_crm_suites_for_midsized_organizations%2C_q2/q/id/56879/t/2
http://www.forrester.com/rb/Research/wave%26trade%3B_crm_suites_for_large_organizations%2C_q2/q/id/55828/t/2
Large Organizations Midsize Organizations
1
Revolution
The new Queen on the block
Microsoft Dynamics CRM 2011
“Microsoft Dynamics CRM 2011 is going to be a game changer!”
What’s New. . .Business Process Management• Business org. modeling• Tree based designer• Hyperlink support in prompts• Static & dynamic response types for
prompts• Custom workflow activity• Import/export process definition• AppFabric integration• Interactive workflow
Content Management• Track changes• Version control• Automatic folder creation• Secure file sharing• Quick preview• Simultaneous editing• Single sign-in• Text search with documents
User Experience• Native Outlook search experience• Column filters• eMail template support• Outlook Social Connector• Record counts• Re-occurring meetings• Meetings bi-directional synch• Context menus• Accessibility compliance• Voice recognition tools support• Outlook follow-up/reminders• Outlook categories on CRM records• Data cleansing enhancements• Data mapping
Personalization• Multiple application use/switching• Intelligent choice controls• Dynamic forms• Navigation shortcuts• Flexible filtering and search• View selection persistence• Personalized synch folders• Personalized reading pane
Customer Care• Custom activities• Customer care dashboard• Case modeling• KB article customization• Workload management• Flexible queues• Business/contact center goals• System-wide auditing
Sales • Quota management• Team selling capabilities• Connections• Custom currency• Sales dashboard• Write-in products• Negative price support
Marketing• Marketing dashboard• Dynamic Marketing Lists• Bulk update• Rich CRM eMails• Improved Data Import Wizard
Customization and Extensibility• Forms designer• System views• Visualization Designer• Customizable dashboards• “Any to Any” relationships• Multi-factor authentication• Interactive override for Field Level Security• Global Jscript libraries• HIPAA certifiable
Management and Administration• Multi-nation setup• Claims based set-up configuration• Server admin automation• Organization management automation• Simple Internet-facing deployment• MUI upgrades• Org. update/upgrade• Tenant by tenant upgrade migration• Server farm updates• Deployment Web-Services
Integration• Azure Service Bus integration• Firewall tunneling• Bulk data load
Solution Management• Solutions hosting• Solution lifecycle management• Managed properties• Community rankings• Listings details and management• Search and navigation
Over 500 enhancements
Release Timeline
September 2010CRM 2011 Beta with
Dynamics Marketplace
“Microsoft Dynamics CRM 2011 beta for Online andon-premises; Dynamics Marketplace debuts”
“Microsoft Dynamics CRM Online releases worldwide”
January 2011CRM Online RTW
“Microsoft Dynamics CRM 2011 release to manufacturing for on-premises and hosters”
Q1 2011CRM 2011 RTM
BrowserPC Phone
The Power of Choice
Sales Productivity
Customer Care
Marketing Effectiveness
Extended CRM Applications
Relationships • Interactions • Process • InsightsxRM Framework
On-premisesCloud
The Evolution From CRM to xRM
Customer Relationship Management
Shared Infrastructure and Services
Shared Infrastructure and Services
Partner Relationship Management
Distributor Relationship Management
Reseller Relationship Management
Employee Relationship Management
Contractor Relationship Management
Supplier Relationship Management
Asset Management
Property Management
Fleet Management
Case Management
Task Management
Event Management
xRM= “Any”Relationship Management
Rapid Application
Development
Rapid Application
Development
Business Process
Management
Business Process
Management
BusinessIntelligence
BusinessIntelligence
Office and Web-based
User Experiences
Office and Web-based
User Experiences
Based on 3 Key Design Principles
SOURCE: GARTNER (June and July 2009)
FAMILIAR
natural &personal
CONNECTED
collaborative &
integrated
INTELLIGENT
insightful &actionable
The Power of Productivity: Familiar solutions drive adoption
SOURCE: GARTNER (June and July 2009)
FAMILIAR CONNECTEDINTELLIGENT
Office Fluent UI experience
Next-gen Outlook client
RoleTailored forms & views
Advanced Personalization
Productivity Enhancements
CRM And Microsoft OutlookNext-Generation Outlook Experience
Office Fluent UI
Conditional Formatting
Role Tailored Forms and Views
Field Level Security
Excel Enhancements
The Power of Productivity: Intelligent
SOURCE: GARTNER (June and July 2009)
FAMILIAR CONNECTEDINTELLIGENT
Office Fluent UI experience
Next-gen Outlook client
RoleTailored forms & views
Advanced Personalization
Productivity Enhancements
Real-time Dashboards
Guided Process
Visual Analysis & Navigation
Conditional Formatting
Real-Time Dashboards
Inline Visualization
Advanced Personalization
Goal Management
Pervasive Auditing
The Power of Productivity: Connected
SOURCE: GARTNER (June and July 2009)
FAMILIAR CONNECTEDINTELLIGENT
Office Fluent UI experience
Next-gen Outlook client
RoleTailored forms & views
Advanced Personalization
Productivity Enhancements
Real-time Dashboards
Guided Process
Visual Analysis & Navigation
Conditional Formatting
Business Connections
Contextual SharePoint
Cloud solutions & extensions
Mobile Express
Solutions Management
Dynamics Marketplace
Contextual SharePoint
Guided Processes
Teamwork and Collaboration
Mobile ExpressInstantly Enable Mobile Access
Business Connections
Customizing CRM
Package Your Solutions
Cloud Solutions
Dynamics Marketplace
Develop Advanced SolutionsLeverage your existing skills and tools
But Wait…There’s More!Field Level Security
Auditing
Excel export and re-import
Track recurring Outlook meetings
SRS Reporting Online
Portable Report Wizard reports
Portal Accelerators as solutions
Improved Getting Started Pane
Total record count on data grids
Goal Management
Bulk Email attachments
Improved accessibility and support for assistive technologies
Customer Care Accelerator (CCA)
Built-in Import Wizard replaces Data Migration Manager
High performance bulk data load
“CRM 2011 is going to be a game changer”
Aaron Elder –Ascentium
• Familiar Outlook Client, Office Experience
• IntelligentDashboards, Inline BI
• ConnectedCloud, Mobile, SharePoint
• Game Changer!
Go Dos:Engage with a certified partnerConsider Upgrade
• Next sessions: – Are you Social? CRM
Tomorrow 09:30 - 10:45, Dan Hotel Blue Hall B
– 60 Minutes Magic with Dynamics xRMTomorrow 11:15 - 12:15, Bat-Sheva Hall
שלנו השותפים
פרידמן E4D ,ורד[email protected]
054-5615454
, מטריקס מגנזי קובי[email protected]
052-8343371
- , תים מלם עמרם טל[email protected]
חזרתי ורד[email protected]
054-5609120
, נטוויז אלדר אילן[email protected]
050-5886534
, מרקמן Prodwareרפי[email protected]
052-6886422
© 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after
the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.