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Introducing Dynamics CRM 2011 Amir Ariel – Microsoft Israel Vered Hazrati – Elad Group
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TechEd 2010 - Dynamics CRM 2011 What\'s new

Nov 14, 2014

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Page 1: TechEd 2010 - Dynamics CRM 2011 What\'s new

IntroducingDynamics CRM 2011

Amir Ariel – Microsoft IsraelVered Hazrati – Elad Group

Page 2: TechEd 2010 - Dynamics CRM 2011 What\'s new

Looking backRelease Timeline and Market ExpansionWhat’s New in CRM 2011– Familiar User Experiences– Intelligent Solution– Connected

System Requirements

Questions and Answers

Page 3: TechEd 2010 - Dynamics CRM 2011 What\'s new

January 2003MS CRM 1.0

Page 4: TechEd 2010 - Dynamics CRM 2011 What\'s new

December 2003MS CRM 1.2

Page 5: TechEd 2010 - Dynamics CRM 2011 What\'s new

December 2005Dynamics CRM 3.0

Page 6: TechEd 2010 - Dynamics CRM 2011 What\'s new

December 2007Dynamics CRM 4.0

Page 7: TechEd 2010 - Dynamics CRM 2011 What\'s new

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

Page 8: TechEd 2010 - Dynamics CRM 2011 What\'s new

1,400,000

Page 9: TechEd 2010 - Dynamics CRM 2011 What\'s new

80

Page 13: TechEd 2010 - Dynamics CRM 2011 What\'s new

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

Page 14: TechEd 2010 - Dynamics CRM 2011 What\'s new

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

Page 15: TechEd 2010 - Dynamics CRM 2011 What\'s new

1

Page 16: TechEd 2010 - Dynamics CRM 2011 What\'s new

Revolution

Page 17: TechEd 2010 - Dynamics CRM 2011 What\'s new

The new Queen on the block

Page 18: TechEd 2010 - Dynamics CRM 2011 What\'s new

Microsoft Dynamics CRM 2011

“Microsoft Dynamics CRM 2011 is going to be a game changer!”

Page 19: TechEd 2010 - Dynamics CRM 2011 What\'s new

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

Page 20: TechEd 2010 - Dynamics CRM 2011 What\'s new

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

Page 21: TechEd 2010 - Dynamics CRM 2011 What\'s new

BrowserPC Phone

The Power of Choice

Sales Productivity

Customer Care

Marketing Effectiveness

Extended CRM Applications

Relationships • Interactions • Process • InsightsxRM Framework

On-premisesCloud

Page 22: TechEd 2010 - Dynamics CRM 2011 What\'s new

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

Page 23: TechEd 2010 - Dynamics CRM 2011 What\'s new

Based on 3 Key Design Principles

SOURCE: GARTNER (June and July 2009)

FAMILIAR

natural &personal

CONNECTED

collaborative &

integrated

INTELLIGENT

insightful &actionable

Page 24: TechEd 2010 - Dynamics CRM 2011 What\'s new

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

Page 25: TechEd 2010 - Dynamics CRM 2011 What\'s new

CRM And Microsoft OutlookNext-Generation Outlook Experience

Page 26: TechEd 2010 - Dynamics CRM 2011 What\'s new

Office Fluent UI

Page 27: TechEd 2010 - Dynamics CRM 2011 What\'s new

Conditional Formatting

Page 28: TechEd 2010 - Dynamics CRM 2011 What\'s new

Role Tailored Forms and Views

Page 29: TechEd 2010 - Dynamics CRM 2011 What\'s new

Field Level Security

Page 30: TechEd 2010 - Dynamics CRM 2011 What\'s new

Excel Enhancements

Page 31: TechEd 2010 - Dynamics CRM 2011 What\'s new

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

Page 32: TechEd 2010 - Dynamics CRM 2011 What\'s new

Real-Time Dashboards

Page 33: TechEd 2010 - Dynamics CRM 2011 What\'s new

Inline Visualization

Page 34: TechEd 2010 - Dynamics CRM 2011 What\'s new

Advanced Personalization

Page 35: TechEd 2010 - Dynamics CRM 2011 What\'s new

Goal Management

Page 36: TechEd 2010 - Dynamics CRM 2011 What\'s new

Pervasive Auditing

Page 37: TechEd 2010 - Dynamics CRM 2011 What\'s new

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

Page 38: TechEd 2010 - Dynamics CRM 2011 What\'s new

Contextual SharePoint

Page 39: TechEd 2010 - Dynamics CRM 2011 What\'s new

Guided Processes

Page 40: TechEd 2010 - Dynamics CRM 2011 What\'s new

Teamwork and Collaboration

Page 41: TechEd 2010 - Dynamics CRM 2011 What\'s new

Mobile ExpressInstantly Enable Mobile Access

Page 42: TechEd 2010 - Dynamics CRM 2011 What\'s new

Business Connections

Page 43: TechEd 2010 - Dynamics CRM 2011 What\'s new

Customizing CRM

Page 44: TechEd 2010 - Dynamics CRM 2011 What\'s new

Package Your Solutions

Page 45: TechEd 2010 - Dynamics CRM 2011 What\'s new

Cloud Solutions

Page 46: TechEd 2010 - Dynamics CRM 2011 What\'s new

Dynamics Marketplace

Page 47: TechEd 2010 - Dynamics CRM 2011 What\'s new

Develop Advanced SolutionsLeverage your existing skills and tools

Page 48: TechEd 2010 - Dynamics CRM 2011 What\'s new

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

Page 49: TechEd 2010 - Dynamics CRM 2011 What\'s new

• Familiar Outlook Client, Office Experience

• IntelligentDashboards, Inline BI

• ConnectedCloud, Mobile, SharePoint

• Game Changer!

Page 50: TechEd 2010 - Dynamics CRM 2011 What\'s new

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

Page 51: TechEd 2010 - Dynamics CRM 2011 What\'s new

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

Page 52: TechEd 2010 - Dynamics CRM 2011 What\'s new
Page 53: TechEd 2010 - Dynamics CRM 2011 What\'s new

© 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.