Hossein Haghighat Sabet CRM Consultant haghighat@imi.ir | 09123703013

The top reasons organizations choose Microsoft Dynamics CRM Leadership Value Familiarity Choice Cloud Flexibility Global Insight Partners Solutions

Ability to Execute Product/service Overall Viability (Business Unit, Financial, Strategy, Organization) Sales Execution/Pricing Market Responsiveness and Track Record Marketing Execution Customer Experience Operations

Completeness of Vision Market Understanding Marketing Strategy Sales Strategy Offering (Product) Strategy Business Model Vertical/Industry Strategy Innovation Geographic Strategy

Leadership Gartner Magic Quadrant for CRM Customer Service Contact Centers Gartner Magic Quadrant for Sales Force Automation The Forrester Wave™ CRM Suites Customer Service Solutions The Forrester Wave™ CRM Suites for Midsized Organizations The Forrester Wave™ CRM Suites for Large Organizations Ovum CRM Decision Matrix

Gartner Magic Quadrant for Sales Force Automation – July 2010

The Forrester Wave™: CRM Suites Customer Service Solutions, Q3 2010

The Forrester Wave™: CRM Suites For Large Organizations, Q2 2010

Industries Government Financial Services Manufacturing Professional Services Healthcare Providers Health & Social Services Retail Hospitality & Entertainment Education Media

Microsoft CRM core modules

Microsoft CRM core modules Extended CRM Extended CRM

Marketing Data Segmentation Planning Execution Response Leads Timesavers Workflows Mobility Analytics

Sales Planning Leads Opportunities Accounts Timesavers Pipeline workflows Mobility Analytics

Customer Service Accounts Analytics Cases Contracts Knowledge-base Mobility Scheduling Workflows

Extended CRM xRM Framework Solution Management Workflows System Management Partner Network Microsoft Dynamics Marketplace Ability to add and remove programs and features Support for secure code on the server Intellectual property protection Change management and versioning

Microsoft CRM 2011 Look & feel

Microsoft Dynamics CRM 4.0

Microsoft Dynamics CRM 2011

GN Persian Language Pack for CRM 4.0

GN Persian Language Pack for CRM 2011

What’s New in CRM 2011 Microsoft Dynamics CRM 2011 includes some 500 new features, functions, and technologies in addition to better open access across multiple devices, the cloud, and tight integration to Microsoft’s powerful and popular Office productivity suite and SharePoint document management and enterprise data repository solution.

What’s New in CRM 2011 - 1 CRM and SharePoint Solution Packaging Expanded Document Management New activity Type Dynamic Marketing List Bulk Delete Recurring Appointment Field-Level Security in CRM Sub-Grids in Forms Rich CRM Email/Appointments Sales Area Enhancements in CRM 2011 Interactive Process Dialogs Web Resources/Data endpoint Charts, Dashboards & Filtering The new Outlook Client Form Editor and Customize Tab Dialogs Global Option Sets Filtered Lookups Recently used items in lookups New SOAP Endpoint The Ribbon Auditing Latest Framework, Tools Marketing Sales Customer service Cloud Development Solution Management MS Dynamics Marketplace Workflows Dashboards Tracking Data Using Dashboard Dashboard Designer Canvas Dashboard Component Gallery Using the dashboard Core Features Goal Management بیش از 100 امکان جدید (109)

What’s New in CRM 2011 - 2 Sales Literature emailing Windows Update support Enhancements in Outlook Client Outlook 2010 vs. 2007/2003 Reading panes View tabs and filters Full visualizations support Activity grouping Conditional formatting Regarding records Auto create contacts or leads Outlook Social Connector Form Customization Options Some Exciting Core Features Dashboards Charts Attachments & Bulk Emails Data Import Wizard Get Started Pane End-user tools Context-sensitive ribbon Form sections instead of tabs Filters and default views Browse records on detail form No more form assistant pane Email activity ribbon Total counts in grid Recently Visited Default Views Shortcut Menu in CRM-2011 Record Set Navigation Sticky Views Form Additions Side Tabs Header/Footer Sub-grids Making Views Even Better Record Counts Column Filtering Associated Views Lookup Views Personal Views View options

What’s New in CRM 2011 - 3 Goals and goal metrics records Email Activity Web Resources in CRM-2011 Role & Privilege Improvements Queues Teams & More Process Instance Detail View Detailed Error Information Process Editor (Workflow) Sample Data Team Improvements Connections Quick-create a Connection Relationship roles SharePoint Integration Document management Visualizations Viewing charts on grids Drilling down Creating new personal charts Creating new system charts Custom charts Adding a sub-grid on the form Related records filtering Visible Form Field by default Delete keys in CRM-2011 Dragging fields onto form Create new fields within form Making a field appear twice Auditing features View audit history per record Audit summary view Audit data security