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

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

3. 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

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

5. 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

6. Gartner Magic Quadrant for Sales Force Automation – July 2010

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

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

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

10. Microsoft CRM core modules

11. Microsoft CRM core modules
Extended CRM
Extended CRM

12. Marketing Data Segmentation Planning Execution Response Leads
Timesavers
Workflows
Mobility
Analytics

13. Sales Planning Leads Opportunities Accounts Timesavers Pipeline
workflows
Mobility
Analytics

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

15. 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

16. Microsoft CRM 2011 Look & feel

17. Microsoft Dynamics CRM 4.0

18. Microsoft Dynamics CRM 2011

19. GN Persian Language Pack for CRM 4.0

20. GN Persian Language Pack for CRM 2011

21. 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.

22. 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 /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
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23. 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 s
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
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

24. What’s New in CRM 2011 - 3 Goals and goal metrics records
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