Crm stream step 1 upgrade to msdyncrm 2015 - m-hance three steps to success event 2015

Three Steps to Success..

1. Upgrade to Microsoft Dynamics

CRM 2015

Paul Hasell

Microsoft Dynamics CRMPre-Sales Consultant

Why Upgrade?

• Support• New Features• Marketing & Social Engagement • Coming soon….

Why Upgrade?

Support

Support CRM 2011Mainstream support only until July 2016

SQL 2008 R2Out of mainstream support since July 2014

SQL 2012 Mainstream support ends July 2017

Windows 2008 R2Out of mainstream support since Jan 2015

New Features

• Web User interface• Business Process Flows• Product Catalogue • Service Level Agreements

New Features

Microsoft Dynamics CRM 2015 In Action…

• Business Rules• Synchronous Workflows• Calculated Fields• Roll-up fields• And…

New Features

Mobile Client – iOS, Android & Windows

Microsoft Dynamics CRM 2015 New Features

Marketing & Social Enhancements

Microsoft Dynamics Marketing

• Create, design and manage your email marketing messages

• Test them against different device formats

Microsoft Dynamics Marketing

• Use A/B testing to test response rates

Microsoft Dynamics Marketing

Microsoft Dynamics Marketing

• Manage your digital assets• Generate standard reports• Custom analytic reporting

with Power BI• Create and customise

landing pages• Synchronise with Microsoft

Dynamics CRM Online & On-Premise

And.. You can also…

Microsoft Social Engagement

Know who your key influencers are and stay informed with alerts

Microsoft Social Engagement

Reply and Engage with social communities using your corporate profileListen to what people are saying on social channels

• Key metrics include: volume trends, share of voice • Add social data to Microsoft

Dynamics CRM• Create leads, opportunities,

or cases from social posts

And.. You can also…

Coming soon…

New Navigation

Home ModulesEntitiesMost Recently

Used

Theming

• Add your own logo• Change colour of

navigation• Fully supported

Folder Tracking

Excel Integration

OneNote Integration

Stored in SharePointUnder first SharePoint Integration folder

CRM records

Adventure

Litware Inc

Alpine Ski House

Mobile Experience

• Unified Experience across all mobile devices• New phone app in

addition to existing• Existing app will work

with new server• New app will not work

with existing servers• Available for iOS,

Android & Windows Phone

Thank you

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