WhaL's new ln MlcrosofL uynamlcs C8M 2011

"Adopting a productivity focus that changes the way

we work is the only path to lock in productivity
gains and earnings.
Achieving productivity gains requires changing the
way people work so they work smarter, achieve
more, deliver greater quality and realize the
value of their efforts."
@he 8oad Ahead
new ConversaLlons AbouL roducLlvlLy
Achieve true
team selling
Attain real-time
performance
management
Uncover new
connections
Focus on the
right leads
Simplify work
management
Streamline
problem resolution
FAMILIAR FAMILIAR
atural & atural &
PPersonal ersonal
CONNECTED CONNECTED
C Collaborative & ollaborative &
IIntegrated ntegrated
INTELLIGENT INTELLIGENT
IInsightful & nsightful &
AActionable ctionable
MlcrosofL uynamlcs C8M 2011
@he ower of roducLlvlLy
IAMILIAk IAMILIAk
CCNNLC1LD CCNNLC1LD
IN1LLLIGLN1 IN1LLLIGLN1
Cff|ce I|uent Cff|ce I|uent UI UI
Next Next Gen Gen Cut|ook Cut|ook CllenL CllenL
ko|e ko|e 1a||ored 1a||ored lorms lorms
Lnhanced Lnhanced Nav|gat|on Nav|gat|on
uaLa uaLa Import]Lxport Import]Lxport
I|ex|b|e Act|v|t|es I|ex|b|e Act|v|t|es
roducts and r|c|ng roducts and r|c|ng
roduct|v|ty roduct|v|ty LnhancemenLs LnhancemenLs
Iam|||ar naLural and ersonal
fflce lluenL ul
tream||ned ul
Lxpandable]contract|b|e
forms
Contextua| 8lbbon
Lmbedded subgr|ds
nexLCeneraLlon uLlook CllenL
@rue nat|ve Cut|ook
experlence
Advanced ersona||zat|on
rev|ew panes
uLlook rem|nders on
C8M records
8ole @allored lorms
ko|ebased forms
Mu|t|p|e forms per enLlLy
Drag n' Drop creaLlon
Jeb and Moblle supporL
Lnhanced navlgaLlon
ersona| vlews
kecord p|nn|ng
Mostkecent|y Used llsLs
8ealLlme record f||ter|ng
uaLa LxporL/lmporL
Data Import J|zard
Cnec||ck export Lo Lxcel
ke|mport daLa from Lxcel
ower|vot and fflce
Web appllcaLlons supporL
llexlble AcLlvlLles
Custom act|v|t|es supporL
u|k act|ons %compleLe
cancel SeL 8egardlng)
Lvent dr|ven acLlvlLles %le
case resoluLlon)
keoccurr|ng appolnLmenLs
roducLs and rlclng lmprovemenLs
roducL k|ts
Jr|te|n producLs
Negat|ve pr|ces
Custom currenc|es
roducLlvlLy LnhancemenLs
Dynam|c MarkeLlng
LlsLs
1ota| record counL
8ulk emall
attachments
k|chtext emalls
IAMILIAk IAMILIAk
CCNNLC1LD CCNNLC1LD
IN1LLLIGLN1 IN1LLLIGLN1
8eal 8eal @lme @lme Dashboards Dashboards
Gu|ded D|a|ogs Gu|ded D|a|ogs
lnllne lnllne V|sua||zat|on V|sua||zat|on
Cond|t|ona| Iormatt|ng Cond|t|ona| Iormatt|ng
Goa| Management Goa| Management
Lnhanced Lnhanced ueues ueues
us|ness Aud|t|ng us|ness Aud|t|ng
I|e|d Leve| ecur|ty I|e|d Leve| ecur|ty
Inte|||gent lnslghLful and AcLlonable
8eal@lme uashboards
kea|t|me daLa
ersona| or sysLem
dashboards
o|ntandc||ck creaLlon
Lxterna| data lnLegraLlon
Culded ulalogs
Gu|ded flow and
prompLs
Lmbeddable t|ps queues
and hyper||nks
Dynam|c and sLaLlc
response supporL
In||ne quer|es of C8M
daLa
lnllne vlsuallzaLlon
Contextua| analyLlcs
Dr|||down capablllLy
rebu||t vlsuallzaLlons
J|zarddr|ven cusLom
vlsuallzaLlons
CondlLlonal lormaLLlng
Userdef|ned formatt|ng
rules
Gu|ded conflguraLlon
Mu|t|p|e formats per vlew
AgalnsL any ent|ty ln u8
Coal ManagemenL
llscal or custom t|me
per|od
user and team goals
Amount count or
stretch based goals
Plerarchlcal wlLh ro||up
Lnhanced Cueues
Cueues agalnsL any ent|ty
User and team ueues
Check|n]Checkout
Cueue rout|ng
8uslness AudlLlng
ystemw|de audlLlng
%lncludlng cusLom enLlLles)
Automat|c audlL Lrall
kecord or f|e|d level
reconf|gured audlL rules
lleld Level SecurlLy %lLS)
I|e|d Leve| ecur|ty for
cusLom flelds
rof||es and ru|es
8ead/wrlLe/creaLe
lnLeracLlve overr|de
IAMILIAk IAMILIAk
CCNNLC1LD CCNNLC1LD
IN1LLLIGLN1 IN1LLLIGLN1
Connect|ons Connect|ons
Contextua| Document Contextua| Document MgmL MgmL
oc|a| Med|a oc|a| Med|a
1eam 1eam ManagemenL ManagemenL
Dec|arat|ve Dec|arat|ve Des|gn Des|gn
Dynam|cs Marketp|ace Dynam|cs Marketp|ace
o|ut|ons Management o|ut|ons Management
Deve|oper 1oo|s Deve|oper 1oo|s
Connected CollaboraLlve and lnLegraLed
ConnecLlons
ConnecL any ent|ty
ueflnable ro|es
Lasy assoc|at|on of roles
Lo lndlvlduals
1|me based uerles
ConLexLual uocumenL ManagemenL
Wlzarddrlven hareo|nt
conflguraLlon
ConLexLual documenL
||brar|es
Check|n]checkout
@rack changes and vers|on
contro|
Soclal Medla CapablllLles
uLlook oc|a| Connector
Llnkedln lacebook and
Wlndows Llve |ntegrat|on)
Updated Soclal neLworklng
AcceleraLor
@racklng of oc|a| |dent|t|es
and Cn||ne conversat|ons
@eam ManagemenL
1eam ownersh|p of
records
@eam secur|ty ro|es
ko||up report|ng
@eam based workf|ows
ueclaraLlve ueslgn
DragandDrop ul
Add flelds relaLlonshlps
w|th|n Iorm
Nav|gat|on Ld|tor
LnLlLy header and footer
uynamlcs MarkeLplace
CenLrallzed uynamlcs
so|ut|on repos|tory
Inapp experlence
C||ck 1ry
Commun|ty revlews and
ranklngs
SoluLlons ManagemenL
SoluLlon ||fecyc|e
management
SoluLlon |ayer|ng
Managed or unmanaged
soluLlons
C|oud or onprem|ses
supporL
ueveloper @ools
JCI and nL@ 40
Jeb kesources
NL1 daLa Lypes
pen uaLa roLocol
%CData)
IAMILIAk IAMILIAk
CCNNLC1LD CCNNLC1LD
IN1LLLIGLN1 IN1LLLIGLN1
Connect|ons Connect|ons
Contextua| Document Contextua| Document MgmL MgmL
oc|a| Med|a oc|a| Med|a
1eam 1eam ManagemenL ManagemenL
Dec|arat|ve Dec|arat|ve Des|gn Des|gn
Dynam|cs Marketp|ace Dynam|cs Marketp|ace
o|ut|ons Management o|ut|ons Management
Deve|oper 1oo|s Deve|oper 1oo|s
Ampllfylng roducLlvlLy wlLh MlcrosofL
uynamlcs C8M 2011
8eal 8eal @lme @lme Dashboards Dashboards
Gu|ded D|a|ogs Gu|ded D|a|ogs
lnllne lnllne V|sua||zat|on V|sua||zat|on
Cond|t|ona| Iormatt|ng Cond|t|ona| Iormatt|ng
Goa| Management Goa| Management
Lnhanced Lnhanced ueues ueues
us|ness Aud|t|ng us|ness Aud|t|ng
I|e|d Leve| ecur|ty I|e|d Leve| ecur|ty
Cff|ce I|uent Cff|ce I|uent UI UI
Next Next Gen Gen Cut|ook Cut|ook CllenL CllenL
ko|e ko|e 1a||ored 1a||ored lorms lorms
Lnhanced Lnhanced Nav|gat|on Nav|gat|on
uaLa uaLa Import]Lxport Import]Lxport
I|ex|b|e Act|v|t|es I|ex|b|e Act|v|t|es
roducts and r|c|ng roducts and r|c|ng
roduct|v|ty roduct|v|ty LnhancemenLs LnhancemenLs
And Many More LnhancemenLs
Business Process Management
Business org. modeling
Tree based designer
Hyperlink support in prompts
Static & dynamic response types for prompts
Custom workflow activity
mport/export process definition
AppFabric integration
nteractive workflow
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
Outlook follow-up/reminders
Outlook categories on CRM records
Data cleansing enhancements
Data mapping
PersonaIization
Multiple application use/switching
ntelligent choice controls
Dynamic forms
Navigation shortcuts
Flexible filtering and search
View selection persistence
Personalized synch folders
Personalized reading pane
Customer Care
Custom activities
Customer care dashboard
Case modeling
KB article customization
Workload management
Flexible queues
Business/contact center goals
System-wide auditing
SaIes
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
mproved Data mport Wizard
Customization and ExtensibiIity
Forms designer
System views
Visualization Designer
Customizable dashboards
"Any to Any relationships
Multi-factor authentication
nteractive override for Field Level Security
Global Jscript libraries
HPAA certifiable
Management and Administration
Multi-nation setup
Claims based set-up configuration
Server admin automation
Organization management automation
Simple nternet-facing deployment
MU 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
SoIution Management
Solutions hosting
Solution lifecycle management
Managed properties
Community rankings
Listings details and management
Search and navigation
Cver S00
enhancements
Cver S00
enhancements
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of companies. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation.
Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee
the accuracy of any information provided after the date of this presentation.
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