Dynamics CRM 2016 power Point slides

1. DYNAMICS CRM 2016
Company;
By: S. Kevin Vohra

2. OVERVIEW
Introduction
Featured Capabilities
Basic Functionality with
Dynamics
Tools for Data Management
Customization for Advanced
Users

3. INTRODUCTION
• MIS (Management Information Systems)
• More organized- focused, efficient, and strategic
• Leveraging information technology to increase business value
• Can be used by every level of management
• Important decisions are usually done by the CTO’s (chief
technology officers).

4. SHAREPOINT TOOLS

5. WHAT DIRECTION IS MS GOING…
Microsoft Graph Software As A Service (SAAS)
• Microsoft Office 365,
• SharePoint online
• Office Delve
• Skype for Business
• Exchange Server
• OneDrive
• Dynamics 365,
• Field service
• Customer Service
• Project Service
• Cortana Intelligence
• Power Business Intelligence
(BI)IES current 2016 model has a On Premises
configuration

6. 2016 ON-PREMISE VERSION
• More independence and control over our data and/or
services
• Greater customization and integration of all the services
• Responsible for the maintenance themselves
• Users do not need the internet connection to access the
services internally just a computer that can connect to the
CRM server and a web browser and your set to go.
• Cannot access the online features

7. CAPABILITIES
Collaboration tools:
OneDrive for Business (Included ,
SharePoint),
OneNote (Free, requires SharePoint)
Yammer (private network),
Skype or Skype for Business (app
source)
Document Generation :
Role based templates in Word and Excel
templates
Mobility:
Outlook Application For Exchange
Server
E-mail router for POP/SMTP Server (E-
Mail Tracking)
CRM Phone Express with Cortana voice
command

8. DYNAMICS 365 WITH MSOFFICE
When deployed in your organization people without access
to Dynamics can also remain looped in on various projects

9. ONENOTE
Featured App….
• Lets people write in the
same notebook ,
• The same page,
• Same time,
• Automatically merges
everyone’s changes.

10. KEY FEATURES CRM PHONE
EXPRESS
Requires ADFS Installation &
Configuration on R2
For Windows, IPhone, and Android
CRM data optimized for mobile
experience.
Add and modify contacts, tasks,
and notes
View the activity feeds for Windows
phones only.
No additional license fees

11. CAPABILITIES CONT.
Analytics:
Azure Machine Learning (ML) :
Social Listening - Will automatically
detect potential leads vs cases (cost)
Cortana (Still in Dev) – Intelligent
product suggestions
Business Intelligence (BI) with Office
365, SharePoint:
Office Delve - Dashboard widget for
embedding trending documents
Parature (KB Articles) - A new
content editor helps keep articles up
to date

12. OUT OF THE BOX TOOLS
• Generating Reports
• Goal Management
• Importing Data
• Querying SQL from CRM
• Metrics
• Export to Excel to run reports

13. 5 KEY RECORD TYPES
CRM
Records
Accounts
Leads
Contacts
Opportunit
y
Competito
r
SQL 2014
Opportunities can be converted leads
Note: After the Qualifying stage convert
to Opportunity
Accounts: Entre your Business Partners, Other
Organizations, Vendors and of course your
Customers
Contacts: Individual people, generally
customers or contacts of customers

14. STORING LEADS

16. NAVIGATION
Here are some quick videos on basic navigation
• Video 1
• Video 2

17. MARKETING POINTS
You can now create static or dynamic
‘Marketing Lists’ for your data (leads,
accounts, contacts, etc…)
Create marketing campaigns to
manage your data
You can associate some literature or
products with your campaigns
This can help assist you manage your
interactions

18. REPORTS
• Portal specific metrics for reports: Create more accurate reports with
metrics provided for each portal Alias.
• Capture Key Point Indicators to help identify the effectiveness of each
Portal Alias.
• Export to Excel; Static, Dynamic, and Pivot Tables
• Account Insights; Distribution accounts, Overview, Summary, Neglected
• Marketing Insights; Campaign performance
• Sales Insights; Activities Reports, Pipeline Reports
• Products Insights; Products by Contact or Products by Account report
Page 75-94 of the 2016 user guide

19. QUERYING
• Performed by users with rights to query the database;
• Managers,
• Vice President,
• CEO, or
• System Admin .
• You can use the ‘rollup’ query to gather data about a given goal,
including all the levels of subtotals across the specified group.
• Note: This can be done later when there is enough data in the system
Page 100 of the 2016 Guide

20. DASHBOARDS
• Two types of dashboards; User based and System dashboards
• User boards can be displayed in Sales, Service, or Marketing
• Admins can create the system boards and when published, are visible to
everyone throughout their organization.
• Users can decide on which boards to use and what information to
display

21. BUSINESS PROCESS FLOWS

22. FEATURED APPLICATION
PSA PROJECT SERVICE AUTOMATION
Dynamics also offers a robust Project Management
application called PSA
• PSA Video

23. WE LOOKED AT THE FOLLOWING….
• The direction of MIS (Management Information Systems)
• On-Premise Dynamics CRM 2016 version vs Online 365
More independence and control over our data and/or services
• Capabilities with SharePoint, Power Business Intelligence and Azure ML
• Collaboration tools, Mobility, Analytics
• Out of the box CRM tools
• Navigation, Record Types & Relationships Matrix
• Marketing Processes
• Business Processes
• Dashboards

24. CONCLUSION
Become familiar with the Dynamics CRM Software
application and tools so that you can decide which
ones can assist you to accomplish your business goals.
One of the biggest payoffs of using Dynamics is about
having one central, organized, easy-to-access
comprehensive database to store all your activities,
account contacts, and prospective clients.