Altus Alliance 2016 - CRM Tips & Tricks
Post on 12-Feb-2017
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ALTUS ALLIANCE 2016Dynamics CRM 2016
AdvancedTips & Tricks
Your Presenter
Joseph McWhirterManager, CRM DeliveryJoined Altus in 2014
Client Support• Cases• Issue type analytics• Group and merge cases
• Case resolution times• Integrated Knowledge Base• SLAs and Entitlements• Strategic engagement strategies• Issues related to contacts are rolled up to organizations
Interactive Service Hub• Dedicated client support interactive browser• Build from mobile platform framework• Knowledgebase functionality• Interactive dashboards• Totally customizable• Accounts• Contacts• Activities• Cases
Marketing Communications• Email marketing and communications• Segment targeted• Marketing lists• Campaigns• Activities• Responses• Costs
NAV Integration• Work with CRM natively from within CRM• CRM Connection Page• Table Mappings• Accounts• Contacts• Invoices• Statistics
Data Model Extensions• Business process flows• Customizable help• Solution patching• Select component sub-set
• Change tracking• Alternate keys• WebAPI
Mobility• Mobile Phone App (iPhone, Android, Windows)• Simplified navigation tailored to phone form factor• No connectivity? Work offline and synchronize when
connected• Administrators configure once and deploy everywhere• Mobile security • Mobile SDK• Outlook• Tablets
ALTUS ALLIANCE 2016Altus IdeasThe new way for you to submit feature requests to us.
ALTUS ALLIANCE 2016Altus AdvocatesMembership has it rewards. Enroll today.
ALTUS ALLIANCE 2016Submit your evaluations to win!
Thanks for coming!@altusdynamics
altusdynamics.comlinkedin.com/company/altus-dynamics
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