1. #GPUGsummit Close the Loop with Dynamics CRM

2. #GPUGsummit 2 Introduction Tami Johnson Solution Architect tjohnson@socius1.com

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

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

5. #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, E-mails, Appointments, etc. Business Process – A structured process. Opportunity – A potential sale to an Account. Workflow – Automation. 5

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

7. #GPUGsummit 7

8. 8

9. 9

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

11. #GPUGsummit Sample Sales Process

12. #GPUGsummit Qualify Lead = Account + Contact + Opportunity

13. #GPUGsummit Demo

14. #GPUGsummit Mobility

15. #GPUGsummit Devices and Operating Systems DeviceOperating System Windows Tablet Windows 8 Windows 8.1 Apple iPadiOS 6.0+ Android Tablet Android 4.0 + NOTE: Android 4.4 is NOT supported Windows Phone Windows Phone 8 Windows Phone 8.1 iPhoneiOS 6.0+ Android Phone Android 4.0 + NOTE: Android 4.4 is NOT supported

16. #GPUGsummit iPad

17. #GPUGsummit iPad

18. #GPUGsummit iPad

19. #GPUGsummit iPad

20. #GPUGsummit iPad

21. #GPUGsummit iPad

22. #GPUGsummit iPad

23. #GPUGsummit iPad

24. #GPUGsummit Integration

25. #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

26. #GPUGsummit Integration Options 26

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

28. #GPUGsummit Demo

29. #GPUGsummit 29 Questions? Tami Johnson tjohnson@socius1.com