ALTUS ALLIANCE 2016

Technology Premiere: What's New and Coming Up in CRM

A Little About Me • Role• Business Development Executive • Responsible for Dynamics CRM and

Dynamics NAV discussions • Fun Fact• Had a blast Skydiving twice

• Once on a beautiful sunny day and once in a terrifying storm

• Noteably absent from the picture: discomfort from the harness and pure fear (that came later)

CRM Technology Platform

Mobile & Tablet

Social

Marketing

New In Dynamics CRM • Simplified Exporting• Minimized windows and steps

• Excel and Word Export Templates• Reporting and Export Simplification

• User Interface Personalization• Shading and order adjustments

• Service Functionality Enhancements• Enhanced Contract and Case Management

• Phone and Tablet UI Changes • New UI and layout

Peripheral Dynamics CRM Updates• OneDrive Integration• Document management is now personalized as users can

decide whether to store within the CRM solution or their personal OneDrive

• Cortana Integration• For those who have set Cortana up for Windows

• External Party Access• External Limited View

• Increased Social Engagement, Dynamics Marketing, Power BI, Delve

Thanks for coming!@altusdynamics

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