$ A better way to know your customers and grow your business

Helping your team be more successful Focus on what matters most. Have the relevant information at your fingertips to better serve your current customers as well as find new ones. Create personal, targeted experiences. Increase sales velocity and customer response with immediate access to the right people and information. Zero InWin Faster Work like a network, grow your business. Connect with your customers, prospects, business partners and team to service your customers better and grow your business. Sell More

Connect with customers Grow efficiently Safeguard your business Business anywhere Increase your sales Get the most out of your technology Adapt to change Be prepared for the unexpected Protect and control your data Work together easily Get your work done anywhere Understand your customer ModernBiz Connect with customers Grow efficiently Safeguard your business Business anywhere Increase your sales Get the most out of your technology Adapt to change Be prepared for the unexpected Protect and control your data Work together easily Get your work done anywhere Understand your customer ModernBiz

Connect with customers Understand your customer Increase your sales

“All of a sudden it was like, BOOM—all of this information is all in the open, transparent, things were getting done because everyone had a new kind of awareness.” Steve Novoselac, BI and.NET development manager, Trek Bicycles Before When outside sales reps left, it took years to rebuild the depth of knowledge they had established with local bike shops. Tactics Microsoft Dynamics CRM Online plus Office 365 helps sales reps communicate and connect to key data like previous retailer interactions. Results Provides complete view into customer and account information. Sales reps save time gathering info for customer meetings. 95% employee adoption of Yammer drives idea sharing. Sales reps ride into new era Integrated CRM solution supports customer relationships for Trek Bicycles Watch

#modernbiz Customer relationships are about more than customer satisfaction. They’re about really knowing your customer so you can personalize their experiences. Microsoft Dynamics CRM Online helps you bring your customers closer. Understand your customer. Win their hearts and minds

Get a complete view of your customer. Use customer data to enable more engaging interactions Find and combine data from internal and external sources with familiar tools. Capture customer details and interactions and share this information across both sales and service teams. CustomersSales and Service Teams A consolidated view for customer sales teams, service teams, and executives Multiple channels of customer interactions Buying history Service calls Communications Sales efforts Social interactions

Reach out to customers. Staying connected to your customers inspires loyalty and uncovers opportunities Easily contact your customers the way they want – choose from , IM, phone, video – all in a single click from within your CRM solution.

#modernbiz Having a strong connection with your current customers and prioritizing the right leads makes your sales teams more effective. Provide the power of enterprise capabilities to help grow your business. Increase your sales. See what happens when the world’s most powerful business apps come together

Connect with customers Reach your goals. Role-specific business processes help your sales and service teams stay on track Follow a guided sales and service experience with built-in best practices. Drive toward successful outcomes, ensure consistency, and easily adapt when changes are needed. Drive sales and service best practices across your organization Connect with customers

Focus on what matters. Get control of your business by prioritizing opportunities Create rich, interactive dashboards, data visualizations, and presentations so you can track and monitor opportunities and focus on what is important. Make your team more effective at prioritizing and driving leads to close. Connect with customers Data 1 Data 2 Data 3 Data 4 Name of folderFolder size37284Sharedata Name of folderFolder size37284Sharedata Name of folderFolder size37284Sharedata Name of folderFolder size37284Sharedata Name of folderFolder size37284ShareData Name of folderFolder size37284Sharedata Name of folderFolder size37284Sharedata Name of folderFolder size37284Sharedata Name of folderFolder size37284Sharedata All activities Zero in on the customers and opportunities that will help grow the company

M odernBiz #modernbiz Business anywhere Get your work done anywhere Work together easily

#modernbiz Get your work done anywhere. You’re just a few simple clicks away from accessing your sales and service data, holding meetings, and collaborating with anyone from anywhere. CRM and Office 365 provide a complete customer relations solution to move your business forward. Because sales and customer service happen wherever you are

Business anywhere Always be in touch. Get your teams up and running quickly with a solution that is easy to adopt Provide a familiar experience across your PC, phone, tablet, and laptop, allowing you to be productive at home, in the office, or on the road. Access your customer information and all the data you need with the same seamless experience on a variety of devices, including PCs, phones, tablets, and laptops.

Business anywhere Work from the device you love. Save costs by letting your workers use the devices they already own Microsoft Dynamics CRM Online works across phones and tablets (Windows, Android, iOS). Business anywhere

#modernbiz Work together easily. Bring together the right people wherever they are to take advantage of the combined knowledge of the experts in your organization. Help your sales and service teams work like a network

Business anywhere Work with the right people, in the context of what you are doing. Get work done faster by making collaboration easy Instantly view contacts’ online status to quickly set up or join meetings. Access your team for help on sales proposals and customer inquiries right away. Business anywhere Yammer embedded in Microsoft Dynamics CRM Online

Business anywhere Working together on documents is a snap. Keep moving forward even when you’re far apart Co-author documents and quickly collaborate with others with Office 365. Document co-authoring and version control Business anywhere EDITING THIS DOC Susan Kim Mitch Fuller Michael Scott EDITING THIS DOC

Grow with CRM “Microsoft Dynamics CRM Online allows us to manage, monitor, and support our sales teams remotely.” Nick Cassidy, Managing Director, Core Cost Management “[Microsoft Dynamics CRM Online] allows me as chief executive, when I'm out in the field visiting clients, to get a sense of the overall relationship with the client. That's something I couldn't do before." Bob Gogel, CEO, Integreon “The insight we’re now able to gather [from Microsoft Dynamics CRM Online] is helping us identify changing market trends and spot new opportunities.“ James Fleming, Group IT Director, Victrex “It’s all about integration. Dynamics CRM caps the stack, but behind the scenes we make sure that Yammer drives the conversations within the business; we use SharePoint to drive our knowledge- management systems; we use Lync to surface the presence of our colleagues — Office 365 is the backbone of our office infrastructure.” Paul Marriott-Clarke, Commercial Director, Metro Bank

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