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Microsoft Dynamics CRM 3.0 Technical Decision Maker Presentation. [Speaker Name] [Title] [Organization]. Agenda Today’s Discussion. Your road to CRM success Microsoft CRM 3.0 overview System architecture and components Demonstration Discussion. Manage relationships easier

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microsoft dynamics crm 3 0 technical decision maker presentation

Microsoft Dynamics CRM 3.0Technical Decision Maker Presentation

[Speaker Name]

[Title]

[Organization]

agenda today s discussion
AgendaToday’s Discussion
  • Your road to CRM success
  • Microsoft CRM 3.0 overview
  • System architecture and components
  • Demonstration
  • Discussion
your road to crm success microsoft offers an easier way

Manage relationships easier

Stay connected with customers

Automate repetitive work tasks

Flexible design & implementation

Extend with service orientation

Adapt easily to changing needs

Work within existing infrastructure

Easy to manage and maintain

Integrate across sites, platforms & systems

Your road to CRM successMicrosoft offers an easier way

Ensure

End-user

adoption

Ensure

End-user adoption

Adapt

Easily

Adapt

Easily

Integrate

Powerfully

Integrate

Powerfully

slide4

Works the WayYou Do

Works the WayYour Business Does

Works the WayTechnology Should

Microsoft CRMSuccessful deployment and implementation

Native Outlook Experience

Easy Adaptability

Build, Deploy & Extend

slide5

“The 3.0 version of Microsoft Dynamics CRM tightly marries Office and CRM functionality… it’s virtuallyimpossible to separate one from the other.”

- Bruce Richardson, AMR Research

Works the WayYou Do

Work within everyday applications

Reduce user learning curve

Increase adoption and usage

+

Microsoft CRMEmpowering end-users through familiar tools & technology

slide6

“Microsoft CRM 3.0 gives us the flexibility to create exactly the business processes and data fields we need in our system on a real-time basis.”

- Sandy Clifford, IT Director, United Way

Works the WayYour Business Does

Adapts to each unique business

Easy configuration and customization

Rapid implementation

Microsoft CRMAdapt to meet the needs of your business

slide7

Works the WayTechnology Should

Microsoft CRMEasy to deploy, manage and maintain

“Microsoft CRM runs on Windows Server 2003 and SQL Server- platforms and applications we’re already familiar with and use in our business today.”

- Greg Hughes, Director, Security & IT, Corillian Corporation

Familiar business platform

Safe and secure

Powerful extensibility

microsoft crm system architecture components
Microsoft CRMSystem architecture components
  • Foundation services
  • Data services
  • Platform services
  • Business Designer
  • Application
  • Presentation
system architecture

Business Units

Teams

Users

Accounts

Contacts

Opportunities

Entities

Relations

Schemas

Objects

Forms

Views

Processes

System Architecture

Presentation

Application

Custom

Apps

Sales

Marketing

Service

Business Designer

Import /

Export XML

Custom

Forms

Business

Hierarchy

Security

Roles

System

Settings

Custom

Entities

Custom

Workflow

Web Services

Platform Services

Reporting

Services

Data

Services

E-mail

Services

Workflow

Services

Security

Services

Integration

Services

Data Services

CRM DB

Metadata

Foundation

foundation

Efficient

Operations

Connected

Systems

Integrate

Easily

Low

TCO

Service-

Orientated

Architecture

Reliable

Infrastructure

Safe and

Secure

Foundation

Common Engineering Criteria 2005

data services

High availability for enterprise applications

Key security and performance features

Focus on self manageability and optimization

Integration with Visual Studio and .NET

Native XML technology

Interoperability via Web Services

Integrate and Transform Data

Analyze, Store and Mine Data

Report and Interact with Data

Data Services

Comprehensive, Integrated data platform

platform services
Secure data across users and teams

Integrate information across applications and devices

Centralized management and diagnostics

Platform services

Powerful business platform

platform services1
Rapid and powerful customization

Modify core application objects, forms and workflows

Design custom objects, forms and workflows

Instant reporting views and web services

Platform services

Dynamic business designer

application
Sales Force Automation

Service management, scheduling & dispatch

Rich marketing management

New and unique applications

Application

Complete CRM suite and more…

presentation
Natural extension to Microsoft Office

Adaptive form navigation and information delivery

Personalized for each user according to job role

Presentation

Productive, role-based application

slide16

Microsoft CRM 3.0

Introduction & Overview

slide17

Microsoft CRM for Outlook

  • Native client for Sales, Service and Marketing
  • Application toolbar
  • E-mail, Contact, Calendar and Task linking
  • Outlook Synchronization engine
  • Microsoft CRM Desktop Client for Microsoft Office Outlook
  • Microsoft CRM Laptop Client for Microsoft Office Outlook

Customer Management

  • Account Management
  • Contact Management
  • Lead Management
  • Customer relationships

Activity management

  • Task activities
  • Phone cal activities
  • Fax activities
  • E-mail activities
  • Appointments
  • Service appointments
  • Campaign responses

Sales Management

  • Opportunity management
  • Sales process management
  • Quote management
  • Order management
  • Invoice management
  • Territory management
  • Quota management
  • Product catalog
  • Discounting
  • Sales literature
  • Opportunity roles
  • Competitor management

Service Management

    • Case tracking
    • Queues and routing
    • Escalations
    • Service contracts
    • Integrated knowledge base
    • Service appointment calendar
    • Service scheduling engine

Marketing Management

  • Campaign planning
  • Campaign management
  • Marketing list management
  • Quick campaigns
  • Campaign response management
  • Customer privacy

Application Customization

    • Customize and rename objects
    • Customize CRM activities
    • Create new custom entities
    • Forms, views and schemas
    • Client-side events & scripting
    • IFRAME controls

Workflow

    • Automate business processes
    • Activity workflow
    • Custom entity workflow
    • Extensible conditions and actions
    • Web service implementation

Integration

    • Pervasive web services
    • System Sitemap.xml
    • ISV.config
    • Platform “pre” and “post” event triggers
    • Microsoft Dynamics GP 9.0

Reporting and Analysis

  • Contextual report generation
  • SQL Server Reporting Services
  • Dynamic Microsoft Excel integration
  • Secure reporting data views
  • SharePoint Web parts and dashboard

Architecture

  • Service-Oriented Architecture
  • Automatic e-mail routing (Microsoft Exchange Server)
  • Windows Active Directory authentication
  • Clustered SQL Server databases (Active / Passive)
  • Support for hub & spoke deployment

Other

  • Role-based application security
  • Strongly-typed development model
  • CRM Mobile with GPRS synchronization
  • Data Migration Framework
  • Additional Microsoft Office integrations

Editions

  • Microsoft CRM Professional
  • Microsoft CRM Small Business Edition
  • Hosted offerings available through certified partners

Designed for Small Business

  • Simplified setup
  • Configuration wizard
  • Fax server integration
  • Business Contact Manager migration
  • Automatic client installation
  • Health monitor integration
  • Simplified maintenance
microsoft crm in summary
Microsoft CRM…In Summary
  • Provides your users with a familiar, productive system for managing customers
  • Adapts easily to meet your key business needs
  • Integrates seamlessly with your existing applications and systems
  • Is the safe bet for your business application needs.
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