TechEd 2010 - the slideshow from the session What\'s new in CRM 2011

1. IntroducingDynamics CRM 2011 Amir Ariel – Microsoft Israel VeredHazrati – Elad Group

2. Looking back Release Timeline and Market Expansion What’s New in CRM 2011 Familiar User Experiences Intelligent Solution Connected System Requirements Questions and Answers

3. January 2003MS CRM 1.0

4. December 2003MS CRM 1.2

5. December 2005Dynamics CRM 3.0

6. December 2007Dynamics CRM 4.0

7. 100,000 Avg. response time of 0.29 sec http://blogs.msdn.com/b/crm/archive/2010/04/13/new-benchmark-100-000-concurrent-users-with-virtualization.aspx

8. 1,400,000

9. 80

10. 500

11. Mid-size Companies Large Enterprises Small Businesses 23,000

12. 1,200

13. 41 Arabic Basque Bulgarian Chinese (Hong Kong) Chinese (PRC) Chinese (Taiwan) Catalan Croatian Czech Danish Dutch English Estonian Finnish French Galician German Greek Hebrew Hindi Hungarian Italian Japanese Kazakh Korean Latvian Lithuanian Norwegian Polish Portuguese (Br) Portuguese (Ptg) Romanian Russian Serbian (Latin) Slovak Slovenian Spanish Swedish Thai Turkish Ukrainian

14. 1 Large Organizations Midsize Organizations http://www.forrester.com/rb/Research/wave%26trade%3B_crm_suites_for_midsized_organizations%2C_q2/q/id/56879/t/2 http://www.forrester.com/rb/Research/wave%26trade%3B_crm_suites_for_large_organizations%2C_q2/q/id/55828/t/2

15. 1

16. Revolution

17. The new Queen on the block

18. Microsoft Dynamics CRM 2011 “Microsoft Dynamics CRM 2011 is going to be a game changer!”

20. Tree based designer

21. Hyperlink support in prompts

22. Static & dynamic response types for prompts

23. Custom workflow activity

24. Import/export process definition

25. AppFabric integration

27. Version control

28. Automatic folder creation

29. Secure file sharing

30. Quick preview

31. Simultaneous editing

32. Single sign-in

34. Column filters

35. eMail template support

36. Outlook Social Connector

37. Record counts

38. Re-occurring meetings

39. Meetings bi-directional synch

40. Context menus

41. Accessibility compliance

42. Voice recognition tools support

43. Outlook follow-up/reminders

44. Outlook categories on CRM records

45. Data cleansing enhancements

47. Intelligent choice controls

48. Dynamic forms

49. Navigation shortcuts

50. Flexible filtering and search

51. View selection persistence

52. Personalized synch folders

54. Customer care dashboard

55. Case modeling

56. KB article customization

57. Workload management

58. Flexible queues

59. Business/contact center goals

61. Team selling capabilities

62. Connections

63. Custom currency

64. Sales dashboard

65. Write-in products

67. Dynamic Marketing Lists

68. Bulk update

69. Rich CRM eMails

71. System views

72. Visualization Designer

73. Customizable dashboards

74. “Any to Any” relationships

75. Multi-factor authentication

76. Interactive override for Field Level Security

77. Global Jscript libraries

79. Claims based set-up configuration

80. Server admin automation

81. Organization management automation

82. Simple Internet-facing deployment

83. MUI upgrades

84. Org. update/upgrade

85. Tenant by tenant upgrade migration

86. Server farm updates

88. Firewall tunneling

90. Solution lifecycle management

91. Managed properties

92. Community rankings

93. Listings details and management

95. The Power of Choice Browser PC Phone Sales Productivity Extended CRM Applications Customer Care Marketing Effectiveness Relationships • Interactions • Process • Insights xRM Framework Cloud On-premises

96. The Evolution From CRM to xRM xRM= “Any”Relationship Management Partner Relationship Management Asset Management Distributor Relationship Management Property Management Reseller Relationship Management Fleet Management Employee Relationship Management Case Management Contractor Relationship Management Task Management Customer Relationship Management Supplier Relationship Management Event Management Rapid Application Development Business Process Management Business Intelligence Office and Web-based User Experiences Shared Infrastructure and Services

97. Based on 3 Key Design Principles FAMILIAR CONNECTED INTELLIGENT natural & personal collaborative & integrated insightful & actionable SOURCE: GARTNER (June and July 2009)

98. The Power of Productivity: Familiar solutions drive adoption FAMILIAR CONNECTED INTELLIGENT Office Fluent UI experience Next-gen Outlook client RoleTailored forms & views Advanced Personalization Productivity Enhancements SOURCE: GARTNER (June and July 2009)

99. CRM And Microsoft OutlookNext-Generation Outlook Experience

100. Office Fluent UI

101. Conditional Formatting

102. Role Tailored Forms and Views

103. Field Level Security

104. Excel Enhancements

105. The Power of Productivity: Intelligent FAMILIAR CONNECTED INTELLIGENT Office Fluent UI experience Next-gen Outlook client RoleTailored forms & views Advanced Personalization ProductivityEnhancements Real-time Dashboards Guided Process Visual Analysis & Navigation Conditional Formatting SOURCE: GARTNER (June and July 2009)

106. Real-Time Dashboards

107. Inline Visualization

108. Advanced Personalization

109. Goal Management

110. Pervasive Auditing

111. The Power of Productivity: Connected FAMILIAR CONNECTED INTELLIGENT Office Fluent UI experience Next-gen Outlook client RoleTailored forms & views Advanced Personalization Productivity Enhancements Real-time Dashboards Guided Process Visual Analysis & Navigation Conditional Formatting Business Connections ContextualSharePoint Cloud solutions & extensions Mobile Express Solutions Management Dynamics Marketplace SOURCE: GARTNER (June and July 2009)

112. Contextual SharePoint

113. Guided Processes

114. Teamwork and Collaboration

115. Mobile ExpressInstantly Enable Mobile Access

116. Business Connections

117. Customizing CRM

118. Package Your Solutions

119. Cloud Solutions

120. Dynamics Marketplace

121. Develop Advanced SolutionsLeverage your existing skills and tools

122. But Wait…There’s More! Field Level Security Auditing Excel export and re-import Track recurring Outlook meetings SRS Reporting Online Portable Report Wizard reports Portal Accelerators as solutions Improved Getting Started Pane Total record count on data grids Goal Management Bulk Email attachments Improved accessibility and support for assistive technologies Customer Care Accelerator (CCA) Built-in Import Wizard replaces Data Migration Manager High performance bulk data load “CRM 2011 is going to be a game changer” Aaron Elder –Ascentium

125. השותפים שלנו ורד חזרתי veredh@elad.co.il 054-5609120 אילן אלדר, נטוויז ILANEL@NETWISE.CO.IL 050-5886534 ורד פרידמן, E4D vered@e4d.co.il 054-5615454 טל עמרם, מלם-תים tala@g-s.co.il 052-3878493 קובי מגנזי, מטריקס kobim@matrix.co.il 052-8343371 רפי מרקמן, Prodware rmarkman@prodware.fr 052-6886422

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