#GPUGsummit Close the Loop with Dynamics CRM

#GPUGsummit 2 Introduction Tami Johnson Solution Architect

#GPUGsummit 3 Objective Provide a basic understanding of Microsoft Dynamics CRM

#GPUGsummit Agenda Definitions Deployment Dynamics CRM and Microsoft Outlook Salesforce Automation Mobility Integration 4

#GPUGsummit Definitions Lead – Potential customers who have not yet been qualified by your sales process. Account – A company that your organization does business with. Product – Inventory or line on an invoice. Contacts – Someone related to an Account. Activity – Tasks, Phone Calls, s, Appointments, etc. Business Process – A structured process. Opportunity – A potential sale to an Account. Workflow – Automation. 5

#GPUGsummit Deployment Dynamics CRM Online Dynamics CRM On-Premise 6

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Dynamics CRM Components Sales – Salesforce automation* Service – Customer service automation, case tracking Marketing – Marketing automation 10

#GPUGsummit Sample Sales Process

#GPUGsummit Qualify Lead = Account + Contact + Opportunity

#GPUGsummit Demo

#GPUGsummit Mobility

#GPUGsummit Devices and Operating Systems DeviceOperating System Windows Tablet Windows 8 Windows 8.1 Apple iPadiOS 6.0+ Android Tablet Android NOTE: Android 4.4 is NOT supported Windows Phone Windows Phone 8 Windows Phone 8.1 iPhoneiOS 6.0+ Android Phone Android NOTE: Android 4.4 is NOT supported

#GPUGsummit iPad

#GPUGsummit iPad

#GPUGsummit iPad

#GPUGsummit iPad

#GPUGsummit iPad

#GPUGsummit iPad

#GPUGsummit iPad

#GPUGsummit iPad

#GPUGsummit Integration

#GPUGsummit Integration Considerations Am I already integrating data into Dynamics GP? Am I using Dynamics CRM “out of the box”, or will I be adding customizations? Who will be creating the integrations? 25

#GPUGsummit Integration Options 26

#GPUGsummit Typical Integration Scenario 27 Account Account Address Salesperson Product Order Invoice Customer Customer Address Salesperson Item Order Invoice

#GPUGsummit Demo

#GPUGsummit 29 Questions? Tami Johnson