1 / 26

What’s New in Microsoft Dynamics CRM 2011

What’s New in Microsoft Dynamics CRM 2011. A Competitive Landscape. Customers have unparalleled access to product information B arriers to switching rapidly eroding Staff reductions mandate organizations do more with less Positive customer experience key to success.

santos
Download Presentation

What’s New in Microsoft Dynamics CRM 2011

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. What’s New in Microsoft Dynamics CRM 2011

  2. A Competitive Landscape • Customers have unparalleled access to product information • Barriers to switching rapidly eroding • Staff reductions mandate organizations do more with less • Positive customer experience key to success “As product and price differentiation erodes, businesses are turning to customer experience to gain market share over their competitors.” Customer Service Wave Report Forrester Research 8.1% increasing 92% flat or declining

  3. Based on 3 Key Design Principles FAMILIAR CONNECTED INTELLIGENT Natural & Personal Collaborative & Integrated Insightful & Actionable

  4. 2011 = The Power of Productivity FAMILIAR CONNECTED INTELLIGENT Office Fluent UI Experience Next-gen Outlook Client Role-Tailored Forms & Views Advanced Personalization Field Level Security Productivity Enhancements Excel Enhancements BusinessConnections ContextualSharePoint Solutions Management Dynamics Marketplace Declarative Design Team Management Developer Tools Real-Time Dashboards Guided Processes Inline Visualization Goal Management Conditional Formatting Enhanced Queues Pervasive Auditing

  5. The Power of Productivity: Familiar FAMILIAR CONNECTED INTELLIGENT • Office Fluent UI Experience • Next-gen Outlook Client • Role-Tailored Forms & Views • Advanced Personalization • Field Level Security • ProductivityEnhancements • Excel Enhancements

  6. Office Fluent UI CRM Ribbon Visual page flow Adaptive by task One-click to customize

  7. Next-Generation Outlook Experience Rich forms & views Preview panes Multi-tenant aware Enhanced performance & synchronization

  8. Role Tailored Forms and Views Role-based forms Unlimited customization Nested security access Web and Mobile

  9. Advanced Personalization Personal views Record Push-Pins Most-Recently Used lists Navigation preferences

  10. Field Level Security Full field level security Profiles and rules Read/write/create Interactive override

  11. Productivity Enhancements Custom activity types DynamicMarketing Lists Product catalog enhancements Data management enhancements

  12. Excel Enhancements Analyze and edit CRM record filtering PowerPivot support BI for everyone

  13. The Power of Productivity: Intelligent FAMILIAR CONNECTED INTELLIGENT • Real-Time Dashboards • Guided Processes • InlineVisualization • Goal Management • Conditional Formatting • Enhanced Queues • Pervasive Auditing

  14. Real-Time Dashboards Real-time presentation Personal dashboards End-user design & creation Extensible dashboards

  15. Guided Processes Process Dialogs Adaptive processes .NET4 Workflow Web-services integration

  16. Inline Visualization Inline Visualizations Data drill-down Real-time filtering End-user charts

  17. Goal Management Flexible goal management Fiscal or custom period Roll-up or child goals Manager override

  18. Conditional Formatting Rules against any entity Guided UI for rule definition Multiple formatting options Same experience as Outlook

  19. Enhanced Queues Queues against any entity Work state management Team and indiv. queues Lock-down capability

  20. Pervasive Auditing System-wide auditing Record or field level Automatic audit trail Pre-configured areas

  21. The Power of Productivity: Connected FAMILIAR CONNECTED INTELLIGENT BusinessConnections ContextualSharePoint TeamManagement Declarative Design Solutions Management Dynamics Marketplace Developer Tools

  22. Business Connections Flexible roles Social connections Influence tracking Expansion for future scenarios

  23. Contextual Documents In-context documents Custom content types Tag clouds and social Check-in/check-out

  24. Team Management Team ownership of records New team roles Multiple types of teams Workflows against teams

  25. Declarative Design One click to customize Drag-and-Drop UI Navigation Editor Multiple forms per entity

  26. Developer Tools WCF and .NET 4.0 Web Resources .NET data types Open Data Protocol (OData)

More Related