Dynamics Briefing 2013 - Part 2
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Dynamics Briefing 2013 CRM Update Basil Carbonaro Senior CRM Consultant
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Do you have an end-to-end business solution that helps you deliver projects and services? This free session explored using Microsoft Dynamics technologies helps organisations similar to yours achieve their business goals. You’ll see integration across: • Sales and Pipeline Management • Project and Financial Management • Employee Collaboration • Stakeholder Management • Executive Dashboards Microsoft Dynamics offers a fully integrated solution that can enable your business right across the organisation, from financial and customer relationship management right through to employee and stakeholder engagement. If you are an existing Dynamics NAV or Dynamics CRM user you will also get an update on the latest versions and benefits for upgrading.
Transcript of Dynamics Briefing 2013 - Part 2
Dynamics Briefing 2013
CRM Update
Basil Carbonaro
Senior CRM Consultant
Our Agenda
Questions
CRM Release Roadmap
Social Media and CRM
Upgrading to Orion
CRM Release Roadmap
Q3 CY2012 “Polaris” (Released)
Q3 CY2013 “Orion” On Premise and Online (incorporates “Polaris” + “Gemini” + “Orion” feature set)
Q2 CY2013 “Gemini” Marketing Pilot (Released)
BI Software Implementation
Social Media and CRM
User posts on record wall –
Yammer
Follow in CRM auto-follows the object in
Yammer.
Responses to post show up in Yammer and
CRM
Seth Jackson assigned
the CRM Upgrade
opportunity to Paul
Laurel
Same user post on the Yammer web client for
colleague
Some autoposts appear in
Yammer ticker
Seth Jackson assigned
the CRM Upgrade
opportunity to Paul
Laurel
Yammer global search available on all CRM entities as
well.
Netbreeze acquisition announcement
Read the blog post from Bob Stutz:
https://community.dynamics.com/crm/b/crmcon
nection/archive/2013/03/19/netbreeze.aspx
Upgrading to ORION
Why Upgrade?
Why Start using CRM?
Any questions?
Thank you [email protected]
