Transcript Microsoft Dynamics CRM

SOLUTIONS
Microsoft Dynamics CRM
Making the Most of your CRM implementation
Reuben Krippner
Microsoft CRM Product Technical Specialist
Microsoft Corporation
Agenda
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What are you currently using MS-CRM for?
What’s Next for your MS-CRM deployment?
Outlook Client capabilities
Service Scheduling
Marketing
Workflow
Informed Business Decision Making
Extending your Investment
Multi-Channel Support
Useful Links
Microsoft CRM | Your current use of MS-CRM?
• Primary use?
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Sales Management?
Marketing?
Customer Service?
Other?
• Industry?
• Number of Users?
• Client Deployed?
– Outlook?
– Web?
Microsoft CRM | What Next for your MS-CRM Deployment?
• Leverage your investment in Microsoft CRM! Fully utilise
the technology and platform to drive CRM success for your
business
– Are you using the full sales, service and marketing capabilities to
manage your business better?
– Are you leveraging all the capabilities of the Outlook client?
– There is potentially a wealth of fantastic data stored within your
CRM deployment, are you turning that into information to make
better business decisions?
• Define a complete CRM solution and plan that includes
people, process, and technology
– Microsoft and its global network of partners are committed to your
success
Microsoft CRM | Existing 3.0 Features
• Outlook Clients:
– Track Outlook contacts, emails, appointments and tasks in CRM
– Mail Merge
– Excel Export and Analysis
• Service Scheduling:
– Defining the service and required resources
– Scheduling a service
• Marketing:
– Quick Campaigns
– Full Campaign Management
• Workflow:
– Automating business processes through CRM system triggers
– .NET Assembly support
Microsoft CRM | Informed Business Decision Making
• Sharepoint:
– Track Outlook contacts, emails, appointments and tasks in CRM
– Mail Merge
– Excel Export and Analysis
• Office Integration:
– MS-Excel dynamic worksheets/pivot tables
– Business Scorecard Manager 2005
• Analytics/Data Mining:
– SQL Server 2005 Reporting Services
– SQL Server 2005 Analysis Services
Microsoft CRM | Informed Business Decision Making
• Sharepoint:
– Track Outlook contacts, emails, appointments and tasks in CRM
– Mail Merge
– Excel Export and Analysis
• Office Integration:
– MS-Excel dynamic worksheets/pivot tables
– Office Snap-ins
– Business Scorecard Manager 2005
• Analytics/Data Mining:
– SQL Server 2005 Reporting Services
– SQL Server 2005 Analysis Services
Microsoft CRM | Extending your Investment
• Common Customisations:
– Integrate with MapPoint (GIS)
– Integrate with key back-office systems (BizTalk, MSMQ)
• Useful Customisations:
– Alerts
– Work with MS Desktop Search
– RSS Feeds
Microsoft CRM | Multi-Channel Support
• Web Lead Registration
• Customer Self-Service
Microsoft CRM | Useful Links
• Official site: www.microsoft.com/crm
• CRM Sandbox:
http://www.gotdotnet.com/codegallery/codegallery.aspx?id
=b6499eb0-0eae-4597-b38e-ee9cbc71a404
• Microsoft Dynamics CRM Team blog:
http://blogs.msdn.com/crm/
• CRM Whitepapers:
http://www.microsoft.com/dynamics/crm/using/whitepapers
/default.mspx
• CRM Downloads (Including latest SDK):
http://www.microsoft.com/dynamics/crm/using/downloads/d
efault.mspx
• Customersource:
http://www.microsoft.com/dynamics/customersource.mspx
© 2006 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.