presenta
MS Dynamics CRM 2016
Una nuova visione
Giorgio Garcia-Agreda MVP MS Business Solutions
Marco Farina
www.wpc2015.it – [email protected] - +39 02 365738.11 - #wpc15it
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GIORGIO GARCIA-AGREDA
MARCO FARINA
CHI SIAMO
giogarag
www.wpc2015.it – [email protected] - +39 02 365738.11 - #wpc15it
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Agenda
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Evoluzione del MS Dynamics CRM
Le acquisizioni
MS Dynamics CRM in Office365
What’s New in 2016
«Reinvent Productivity»
I nuovi Focus della piattaforma
Il CRM è social
On premise VS Online
CRM 2016 in an AGILE way
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EVOLUZIONE DEL MS DYNAMICS CRM
CRM 1.2
CRM
Accenni di
CRM 3.0
OOB
XRM
Invariato
Miglioramento
OOB
XRM
Migliorament
o
Nasce
Ufficialmente
OOB
XRM
CRM 4.0
CRM 2011
CRM 2013
Concentrazione su
OOB
(«corsa a
Salesforce»)
XRM
«scompare
» dai piani
CRM 2015
Flussi di
Business e
Processi
Prime
Acquisizioni
NetBreeze e
Marketing
Pilot
CRM 2016
Produttività
Aumentata
XRM
Acquisizioni
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LE ACQUISIZIONI
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NetBreeze  Social Engagement
Marketing Pilot  Microsoft Dynamics Marketing
Parature
FieldOne
ADXStudio Portals
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MS Dynamics CRM in Office 365
• Strategia ONLINE
• Integrazione «spinta» dei prodotti Office
• Sharepoint, OneDrive for Business, Yammer, OneNote
• Immersive Office (Excel) ma anche Word
• Integrazione con Azure, security ed Authentication
• Integrazione con prodotti «CRM»:
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Micosoft Dynamics Marketing
Social Engagement
Parature
Unified Service Desk
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MS Dynamics CRM 2016
• “Intelligent Customer Engagement to the market – helping companies deliver
customer experiences that are personalized, proactive and predictive. “
PRODUCTIVITY
INTELLIGENCE
MOBILITY
UNIFIED
SERVICES
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Microsoft Dynamics Marketing
• DEMO ONLINE
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What’s New in MS Dynamics CRM 2016 - Marketing
• SMS Marketing
• Advanced Email Marketing
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What’s New in MS Dynamics CRM 2016 - Sales
• CRM App for Outlook (OWA)
• Immersive Excel
• OneNote Integration
• OneDrive for Business
• Document Generation
• Cortana Integration
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What’s New – Customer Services
• Interactive Service Dashboard Multi-Stream
• Interactive Service Dashboard Single-Stream
• External Party Access (attraverso Customer Portals  ADXStudio)
• Knowledge Management
• Unified Service Desk (DEMO)
• Nuova PowerBI Dashboard
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FieldOne
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ADXStudio Portals
• DEMO ONLINE
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What’s New - Social Engagement
• Social Listening & Social Analytics
• Intelligent Social
• Nuovo! Social Center
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CRM 2016 E’ SOCIAL
Cortana
Yammer - Twitter Facebook
The Cortana integration will now
let you embed sales activities,
accounts and opportunities
directly into Cortana. See what
matters most to you right off the
bat. No digging required!
It’s already easy to search boards
and forums on Twitter, Facebook,
Blogs, etc. But get excited
Yammer-heads, because you will
now be able to search boards,
forums and custom sources via
RSS, including Yammer.
CRM
2016
Machine learning
Delve - One drive
The inclusion of Azure is intended
to provide analytics-driven
intelligence and a knowledge
management Machine learning
tech attaches to the business
process to receive data from
customer-employee interactions
Delve helps you discover the
information across Office 365 &
CRM. You don't have to
remember the title of a document
or where it's stored. Delve shows
you documents no matter where
they're stored in OneDrive for
Business or in Sites in Office 365
or CRM.
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I nuovi Focus
XRM
Mobile
First
Reinvented
Productivity
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Mobile First
• Supporto Offline
• Document Management
• App-to-App Deep Linking (email o custom Apps)
• Task-Centric User Experience
• Supporto IFRAMES
• Gestione Devices Mobile (Intune)
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API
Dynamics CRM will provide web API that leverages the most broadly adopted industry
standards for protocol (HTTP and REST), security (OAuth 2), format (JSON), and expose
it’s rich set of data capabilities via open industry standard OData v4, recently approved
by OASIS and the standard for new web services created by Microsoft. This approach
moves us from a .NET focused set of capabilities to a position of being open to the
wide variety of technology platforms that power our industry today.
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CIO’ CHE CONTA NON SI VEDE…
Capability
Exchange Synchronization
SharePoint Integration
Inside View (Insights)
Social Listening
Workflows/dialogs
Custom Entities
Power BI Reporting
Office 365 Groups
Immersive Excel Online
Mobile Apps
Offline Mobile
CRM for Outlook
CRM Outlook App
OneNote Integration
Upgrade/Update process
Direct server access
Phone App
Tablet App
Storage
CRM online
CRM for Outlook, Email Router, or Server Synchronization (if
using Exchange Online/O365)
Server Side
Included
Included
200
300
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Office 365 admin approves the upgrade before it is installed,
update rollups applied automatically
No
Yes
Yes
Limited to the amount of CRM Online storage purchased
CRM On premise
CRM for Outlook, Email Router, or
Server Synchronization (both Online
and on premise)
Server Side
Additional cost
Additional cost
Unlimited
Unlimited
No
No
No
Yes with IFD and Office 365
No
Yes
No
No
Upgrades and update rollups installed my your administrator
Yes
Yes if environment externally facing via ADFS
Yes if environment externally facing via ADFS
Limited to the amount of storage available on your server
Migrating
CRM On Premises customers can migrate to CRM Online and
CRM Online customers can migrate On Premises at any time.
customization for entities can be imported; however, on premises
SQL database provided to client at scheduled time that can be
database cannot be moved to Online data center, so a data
imported to an On Premises deployment.
migration is required.
Sandbox environments
CRM Online provides non production environments as part of
your subscription that can be used for dev/test/UAT. The
number of organizations received depends on the number of
users.
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Non production environments can be installed, depending on local
server availability.
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CRM 2016 – DALL’IDEA AL PRODOTTO CON AGILITA’
PRE
GAME
GAME
STORIE
STORIE
(REQUISITI)
Stories
(REQUISITI)
(requirements)
CRM
idea
POST GAME
Product
increment
•Analysis
•Develop.
•Test
CRM
Storytime
Grooming
Ordering
Planning
Sprint
Demo
Retrospective
Daily meetings
A structured process… but iterative
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DEMO
• https://www.youtube.com/watch?v=KCyIKZ6wEm0&sns=em
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Domande e Risposte
Q&A
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OverNet Education
[email protected]
www.overneteducation.it
Tel. 02 365738
Contatti
OverNet
Education
@overnete
www.facebook.com/OverNetEducation
www.linkedin.com/company/overnet-solutions
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