What’s expected in CRM 2013… - PowerPoint PPT Presentation

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  1. What’sexpected in CRM 2013… No longersupported items License pricing On-Line New UI in CRM 2013 CRM on tablets Enhancednavigation Microsoft integrations Preparingfor the update License pricing onpremises The information in thispresentation is solelybased on Macaw’sinterpretation of available resources and has neither been verified nor confirmedby Microsoft. Macaw will update the presentationtowards official release. The information shouldbeusedto get a sense of directionandas a means topreparefuture adoption.

  2. New UI & navigation in CRM 2013 Enhancednavigation structure Single page UI & FingerProof (no more pop-up windows) Subgrid views capability in the forms

  3. Enhancedone page navigation Outlook CRM Client uses “pop-up” forms Single page interface withbreadcrumbnavigation CRM 2011 Ribbon actions are replaced Eachfunctional area has itsown dashboard

  4. Enhancedone page - Quick forms Quick way toadd new data without using a new window; anywhereyoucansee a plus signyou’reabletoadd data. Configurable; It’s expectedthatnotonly the CRM standard formswill have this feature, thissurfacewill act the samewithcustom built forms.

  5. Breadcrumbnavigation Easy navigationthroughmultilevelstructure

  6. Breadcrumbnavigation After the second level; access to default view of thatentity

  7. Breadcrumbnavigation Easy navigationtroughmultilevelstructure After the second level, access to default view of thatentity After opening the record, the 4th level adds new related records (e.g. new activity, contacts)

  8. ImprovedProcess Flow UX Completelyconfigurable; connect different standard or customentitieswitheachotherforseamlessprocess flow. Process Flow UX; a new user friendly form design withaccomplishedstages thatfollowsyourprocess (example: the sales process).

  9. ImprovedProcess Flow UX User defined; For multiple processes a user can select whichprocesstoproceedwith (instead of followingonefixedprocess)

  10. ImprovedProcess Flow UX Createcustomprocess flow Easy configuration; addrequired stages anddefine steps andrequiredfieldswithin a certain stage. Every stage withit’sown focus andrequiredfields

  11. Mobility features First version of the app is focused on Sales process Native Windows 8 & iOSapp No offline capabilityandlimitedconfiguration options

  12. New functionality Yammer Skype MarketingPilotandNetbreezewillbefullyintegrated in CRM (Q1 2014) Marketing Pilot Netbreeze Exchange Server Sync

  13. Yammer Integration CRM data in Yammer; Yammerusers cancontributeto CRM Yammer data willincludeCRM autopost Integration Yammer feed in CRM; nowavailablealsoforonpremises

  14. Skype – Lync Call anynumberwithLync or Skype Createand update a Phone Call activitywith details

  15. Marketing Pilot Integration of Marketing Pilot; createautomatedandmeasurablemulti-channel marketing campaigns

  16. Netbreeze Social data sentiment analysis View andreacton socialposts Subscribeto alerts Trend of keywordmentions

  17. No longersupported items Removal of Workplace & Personalization Options (for new customers) Duplicate Detection during update operations not supported No support email router Exchange 2003 IE7 and Office 2003 no longer supported CRM 4 SDK no longer supported For more info: http://msdn.microsoft.com/en-us/library/dn281891.aspx& http://technet.microsoft.com/en-us/library/dn265924.aspx

  18. License Pricing - Online Professional ($65*) For the core CRM users, who need the full capabilities of Microsoft Dynamics CRM including sales force automation as well as marketing and customer care.  We believe most users will find this license best fits their needs. • Add-OnsAppliedorganization-wide • Production Instances $549* • Non-Production Instances $150* • Extra Storage $9,99 (gig) • *instance/month, no storage included Basic ($30*)For sales, service and marketing users who need to manage accounts, contacts, leads, cases and access custom applications as well as for business analysts who require reporting capabilities. Essential ($15*) For light-weight users who need to access custom applications. *prices per user per month

  19. License Pricing - Onpremises Professional ($984 per user/ $787 per device*) For the core CRM users, who need the full capabilities of Microsoft Dynamics CRM including sales force automation as well as marketing and customer care.  Basic ($342 per user/ $236 per device)For sales, service and marketing users who need to manage accounts, contacts, leads, cases and access custom applications as well as for business analysts who require reporting capabilities. Essential ($79 user or device) For light-weight users who need to access custom applications. Server License ($3938 per instance) Microsoft Dynamics License Server 2013

  20. Preparingfor the update New UI createsnew challengesandopportunities Migration (upgade CRM 4 code) JavaScript On Save auto trigger manuallyactivated Opt-in deadline for Online Customers Existing CRM formscanbeconverted, but not without rework Review on-save Workflows

  21. LaunchOctober2013

  22. www.macaw.nl