Microsoft Dynamics CRM 2011 Changing the Game… Music by: Daft Punk “The Game has Changed”

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Presentation transcript:

Microsoft Dynamics CRM 2011 Changing the Game… Music by: Daft Punk “The Game has Changed”

Next-Generation Outlook Client True native Outlook experience Advanced Personalization Preview panes Outlook reminders on CRM records

Role Tailored Forms Role-based forms Multiple forms per entity Drag n’ Drop creation Web and Mobile support

Enhanced Navigation Personal views Record pinning Most-Recently Used lists Real-time record filtering

Data Export/Import Data Import Wizard One-click export to Excel Re-import data from Excel PowerPivot and Office Web applications support

Real-Time Dashboards Real-time data Personal or system dashboards Point-and-click creation External data integration

Inline Visualization Contextual analytics Drill-down capability Pre-built visualizations Wizard-driven custom visualizations

Conditional Formatting User-defined formatting rules Guided configuration Multiple formats per view Against any entity in DB

Goal Management Fiscal or custom time period User and team goals Amount, count or stretch based goals Hierarchical with roll-up

Enhanced Queues Queues against any entity User and team queues Check-in/Check-out Queue routing

Connections Connect any entity Definable roles Easy association of roles to individuals Time based queries

Industry Leading Collaboration Contextual User Updates through Lync (what am I working on?) Real-Time Collaboration & Communication Enterprise Document Management – check-in, check-out, version control Presence, IM, etc.

Contextual Document Management Wizard-driven SharePoint configuration Contextual document libraries Check-in/check-out Track changes and version control

Social Media Capabilities Outlook Social Connector LinkedIn, Facebook and Windows Live integration) Updated Social Networking Accelerator Tracking of Social identities and Online conversations

Ease of Configuration Drag-and-Drop UI Add fields & relationships within Form Navigation Editor Entity header and footer

Dynamics Marketplace Centralized Dynamics solution repository In-app experience Click & Try Community reviews and rankings

Solutions Management Solution lifecycle management Solution layering Managed or unmanaged solutions Cloud or on-premises support

© 2010 Microsoft Corporation. All rights reserved. Microsoft, Microsoft Dynamics, the Microsoft Dynamics logo, and [list other trademarks] are trademarks of the Microsoft group of companies. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.