Discover the Power of Microsoft Dynamics CRM 2011

Mike Marusin October 28, 2010

Agenda

Our Firm

Microsoft Dynamics CRM 2011 Overview and Demos

Wrap Up

2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com

Our Firm
Premier advisory and enterprise technology consulting firm providing services to Fortune 500 and mid-market companies Founded in 1997, Self-Funded, 100% employee owned 350+ Customers Primary focus on Performance Management and key transactional systems for Finance, Accounting, Human Resources and Sales Over 100 world-class, industry-leading consultants and growing! Headquarters in Chicago Deep industry and process knowledge delivered through strong project management methodologies Partnerships with Microsoft, Oracle and Salesforce.com Active community involvement

2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com

Our Services > Partnerships

Emerging Solutions is known as one of the leading firms in the regions it serves Recognized both regionally and nationally Tightly managed partnerships and integrated sales teams with key application vendors resulting in a very high market share of net new business

2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com

Our Services > Organization

Performance Management
Business Intelligence and Analytics Customer Relationship Management Financial Management Human Capital Management Operational Management Cloud Development, Integration and Portals

Hyperion Essbase Hyperion Interactive Reporting OBIEE Oracle Fusion XML Publisher Microsoft BI

Hyperion HFM

Hyperion Essbase / Planning

Microsoft Dynamics CRM Salesforce.com PeopleSoft Enterprise Microsoft Dynamics Oracle BI Apps / OBIEE

Hyperion Workforce Planning Oracle BI Apps / OBIEE PeopleSoft Enterprise Microsoft Dynamics

Hyperion Essbase / Planning Oracle BI Apps / OBIEE PeopleSoft Enterprise Microsoft BI Microsoft Dynamics Force.com Microsoft Azure

Microsoft SharePoint & .Net

2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com

Agenda

Our Firm

Microsoft Dynamics CRM 2011 Overview and Demos

Wrap Up

2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com

Microsoft Dynamics CRM Momentum

Over 1,400,000 users in more than 80 countries with 40+ languages. Fastest CRM vendor to reach 1 million users. Over 23,000 customers from small to enterprise Over 1,200 software and services partners with new Dynamics CRM competency Over 100 service providers hosting Dynamics CRM solutions Regional datacenters in the Americas, EMEA, and APAC Multi-tenant architecture for power of choice between cloud and on-premises deployment Developer symmetry between cloud and on-premises assets for integration and extensibility More value for less helps customers make the most of their investments

2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com

Driving Leadership in CRM Worldwide

Leader in Forrester Wave ratings for CRM Suites (Large & Midsized) Leader in Forrester Wave rating for CRM Suites, Customer Service Leader in the Gartner Customer Service MQ Leader in Gartner Sales Force MQ

2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com

PC

Browser

Phone

Sales Productivity

Customer Care

Marketing Effectiveness

Extended CRM Applications

Relationships Interactions Process Insights xRM Framework

2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com

Microsoft Dynamics CRM 2011 The Power of Productivity

FAMILIAR
Natural & Personal

INTELLIGENT
Insightful & Actionable

CONNECTED
Collaborative & Integrated

2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com

Familiar: Natural and Personal

FAMILIAR
Office Fluent UI Experience Next-gen Outlook Client Role-Tailored Forms & Views Advanced Personalization

INTELLIGENT

CONNECTED

Field Level Security

Productivity Enhancements Excel Enhancements

2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com

Demonstration

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Office Fluent UI
CRM Ribbon Visual page flow Adaptive by task One-click to customize

2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com

Next-Generation Outlook Experience

Multi-app Client Richer Outlook experience Preview panes Enhanced performance & synchronization

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Role Tailored Forms and Views

Role-based forms Multiple Form per entity Web and Mobile Drag n Drop customization

2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com

Advanced Personalization
Personal views Pin favorite records/views Most-Recently Used lists Navigation preferences

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Field Level Security

Full field level security Profiles and rules Read/write/create Interactive override

2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com

Productivity Enhancements

Custom activity types

Re-occurring appointments Dynamic Marketing Lists Product catalog enhancements

2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com

Excel Enhancements
Real-time export to Excel Add or edit data from Excel PowerPivot support Edit using Office Web Apps

2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com

Intelligent: Insightful and Actionable

FAMILIAR

INTELLIGENT
Real-Time Dashboards Guided Processes Inline Visualization Goal Management Conditional Formatting Enhanced Queues Pervasive Auditing

CONNECTED

2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com

Demonstration

2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com

Real-Time Dashboards
Real-time presentation Personal dashboards Drag n Drop creation Extensible through Web Resources

2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com

Guided Processes
Process Dialogs .NET4 Workflow Engine Adaptive processes URL Addressable Process

2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com

Inline Visualization
Ad-hoc analysis Data drill-down End-user creation .NET 4 Chart Controls

2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com

Goal Management
Business goal tracking User and team goals Monetary and activity analysis Hierarchical with roll-up

2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com

Conditional Formatting
Native Outlook presentation User-defined rules Personal formatting Simple configuration

2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com

Enhanced Queues
Queues against any entity Work state management User and team queues Native workflow support

2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com

Pervasive Auditing
System-wide auditing Record or field level Pre-configured audit rules Comprehensive audit history

2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com

Connected: Collaborative and Integrated

FAMILIAR

INTELLIGENT

CONNECTED
Business Connections Contextual SharePoint Team Management Declarative Design Solutions Management Dynamics Marketplace Developer Tools

2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com

Demonstration

2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com

Connection Roles
Business relationships Social connections Influence tracking Process integration

2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com

Contextual SharePoint
Contextual documents Custom content types Check-in/check-out Process collaboration

2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com

Team Management
Team ownership of records Team security roles Team roll-up reporting Internal/external teams

2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com

Solutions
Multi-app server Managed properties Advanced import/export Cloud install & deploy

2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com

Dynamics MarketPlace
Solutions management In-app experience CfMD certification Click & Try experience

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Developer Tools
WCF and .NET 4.0 Web Resources .NET data types

Open Data Protocol (OData)

2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com

Microsoft Dynamics CRM 2011

FAMILIAR
Office Fluent UI Experience Next-gen Outlook Client Role-Tailored Forms & Views Advanced Personalization

INTELLIGENT
Real-Time Dashboards Guided Processes Inline Visualization Goal Management Conditional Formatting Enhanced Queues Pervasive Auditing

CONNECTED
Connection Roles Contextual SharePoint Solutions Dynamics Marketplace Declarative Design Team Management Developer Tools

Field Level Security

Productivity Enhancements Excel Enhancements

2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com

And Many More

Business Process Management Business org. modeling Tree based designer Hyperlink support in prompts Static & dynamic response types for prompts Custom workflow activity Import/export process definition AppFabric integration Interactive workflow Personalization Multiple application use/switching Intelligent choice controls Dynamic forms Navigation shortcuts Flexible filtering and search View selection persistence Personalized synch folders Personalized reading pane

Over 500 enhancements

Customization and Extensibility Forms designer System views Visualization Designer Customizable dashboards Any to Any relationships Multi-factor authentication Interactive override for Field Level Security Global Jscript libraries HIPAA certifiable Management and Administration Multi-nation setup Claims based set-up configuration Server admin automation Organization management automation Simple Internet-facing deployment MUI upgrades Org. update/upgrade Tenant by tenant upgrade migration Server farm updates Deployment Web-Services Integration Azure Service Bus integration Firewall tunneling Bulk data load Solution Management Solutions hosting Solution lifecycle management Managed properties Community rankings Listings details and management Search and navigation

Content Management Track changes Version control Automatic folder creation Secure file sharing Quick preview Simultaneous editing Single sign-in Text search with documents
User Experience Native Outlook search experience Column filters eMail template support Outlook Social Connector Record counts Re-occurring meetings Meetings bi-directional synch Context menus Accessibility compliance Voice recognition tools support Outlook follow-up/reminders Outlook categories on CRM records Data cleansing enhancements Data mapping

Customer Care Custom activities Customer care dashboard Case modeling KB article customization Workload management Flexible queues Business/contact center goals System-wide auditing
Sales Quota management Team selling capabilities Connections Custom currency Sales dashboard Write-in products Negative price support Marketing Marketing dashboard Dynamic Marketing Lists Bulk update Rich CRM eMails Improved Data Import Wizard

2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com

Microsoft Dynamics CRM 2011 Timeline

September 2010
CRM 2011 beta with Marketplace

Q4 2010
CRM Online RTW

Q1 2011
CRM 2011 RTM

Microsoft Dynamics CRM 2011 beta for Online & on-premises; Dynamics Marketplace debuts

Microsoft Dynamics CRM Online releases worldwide, with connectors to Dynamics GP & NAV

Microsoft Dynamics CRM 2011 release to manufacturing (RTM) for onpremises and partner hosters

2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com

Agenda

Our Firm

Microsoft Dynamics CRM 2011 Overview and Demos

Wrap Up

2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com

Questions / Next Steps

Register for a Complementary CRM ROI Assessment: http://emergenow.com/Complimentary-CRM-ROIAssessment Register for a free trial of Microsoft CRM: http://crm2011beta.com Request more information: [email protected]

2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com

P 42

Thanks!

Chicago 20 North Wacker Drive, Suite 1870 Chicago, IL 60606 312-669-9600 [email protected] Minneapolis Two Carlson Parkway, Suite 205 Plymouth, MN 55447 763-278-9700 [email protected]

www.emergenow.com

2010 Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com