2. Session agenda

3. Key Takeaways

4. Purpose of the Demo

9. CRM

10. Where do we start?

11. Preparing for your demo  Do your Homework – What type of business are you demoing to?  Identify what the prospect is interested in seeing based on their business pains. CRM, CRM+MDM, CRM+MDM+MSL, etc.  Add some custom functionality  Import Relevant Data  Research and share customer’s stories relevant to your prospect’s industry or workload

12. Introduce the UI slowly Why do I need to pay attention to this record? What is this record about? Primary Information What has happened and is happening? Is this record currently saved? Secondary Information Where is this record?

13. Navigation model  Streamlined flow to optimize information display  No pop-ups  Touch enabled

14. Multi Entity Search Search here

15. Quick Create Click here

16. Integration with Outlook and Microsoft Office

17. CRM ONLINE EXCHANGE ONLINE CRM Add-In for Outlook Choice of email tracked Synch contacts, appointments, tasks, email Offline work then synch Presence with Lync CRM Online UI Access from anywhere or any device via Browser Post Directly to SharePoint Online via Browser See Activities, Tasks, Contacts in the Browser Presence with Lync Exchange Server Side Synchronization Eliminate Email Router Synch with Exchange Online or On Premise Keep Your CRM System & Email up to date

22. Mobility

23. SURFACE IPAD ANDROID TABLET ANDROIDWINDOWS PHONE IPHONE Microsoft Dynamics CRM Online for all devices

24. Big Picture

26. Prospect to Customer scenario CampaignDistributeResponse Lead - Contact - Customer Marketing List Price Product Quotes Order Win Analyze / ROI

27. Tools

28. Demo BuilderVertical Templates https://pinpoint.microsoft.com/Companies/42974408 05/Applications https://www.microsoftdynamicsdemos.com/

29. Key takeaways