This document discusses setting up CRM Online and social listening. It provides information on CRM instances, migrations, and the CRM SDK. It describes social listening setup, listening, and analytics functions. The session aims to provide knowledge on configuring CRM Online and social capabilities for IT professionals, Office 365 admins, and those responsible for CRM. It also discusses categorizing users by role, restricting access, and data sharing between users and teams for collaborative efforts.

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CRM Online
Setup
Instances
Migrations
SDK
Social Listening
Setup
Listening
Analytics
Questions
Follow up
This session is
designed to provide IT
Pro’s, Office 365 global
admins and those
responsible for CRM
with the know how to
setup CRM Online +
Social.

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CRM
Online

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Customer Relationship Management
Customer relationship management (CRM) is an approach to
managing a company’s interaction with current and future customers.
The CRM approach tries to analyze data about customers' history with
a company, in order to better improve business relationships with
customers, specifically focusing on retaining customers, in order to
drive sales growth.

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http://bit.ly/CRMOTrial

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• Provide users to the appropriate levels of information that is required to do
their jobs.
• Categorize users by role and restrict access based on those roles.
• Support data sharing so that users and teams can be granted access to records
that they do not own for a specified collaborative effort.
• Prevent a user's access to records the user does not own or share.

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I can’t emphasize enough how critical it is to choose the correct copy function
overwrites ALL DATA
• Minimal – This copies customizations from one instance to another

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Social
Listening

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Microsoft Social Listening
Social functionality for keyword-based social
listening, basic sentiment analysis and brand strength
measurement while using social customer service
functionality to convert social incidents into
Dynamics CRM for continued queuing, routing and
resolution.

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Social Listening
Setup
Listening
Analytics

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Social Listening
Setup
Listening
Analytics

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Social Listening
Setup
Listening
Analytics

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Social Listening
Setup
Listening
Analytics

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