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explore engage elevate Microsoft Dynamics CRM User Group (CRMUG ® ) Chapter Meeting Welcome! Illinois Tweet today’s meeting: #CRMUGIL

exploreengageelevate Agenda 8:30 – 9:00Registration and Networking 9:00 – 9:30Introductions, CRMUG News & Events 9:30 – 10:30 Key new features/enhancements in CRM :30 – 10:45Break 10:45 – 11:30Business and Technical Tips/Tricks 11:30 – 12:00Open Networking

exploreengageelevate Get to Know Your CRM Peers Introductions Name Company (describe Company/Industry) Your role in the company What version are you on? How do you/could you use business process flows/workflows today to further your business bottom line?

exploreengageelevate The What Connect. Learn. Share. We’re a little over 12,000 Dynamics CRM users who get together and chat about CRM virtually or in person events, like this one. It’s a big conversation you really shouldn’t miss out on. You’ll probably learn something great, apply it to your organization, and be treated like a super hero. The When Call Bryan Erstad, he’s a great guy as well as the CRMUG Membership Manager x1450 Join CRMUG

exploreengageelevate Upcoming Events Event Date Availability OneSource New Admin Series: The Basics of Entities in Dynamics CRMNov 26 Members Create Connections & Streamline Operations with Field Service Solutions for CRM by Wennsoft Dec 2 Members & Subscribers OneSource New Admin Series: Form Optimization and ConfigurationDec 3 Members CRM Admin/IT Support SIG: Fixing CRM When It’s Not brokenDec 4 Members Accounting in CRM: Centralizing Your Entire Business in CRM with Rockton SoftwareDec 4 Members & Subscribers Women in Dynamics SIG: The Confidence Code – The Science and Art of Self-AssuranceDec 8 Members OneSource End User Series: Becoming a Dynamics CRM Dashboard Diva or DudeDec 9 Members OneSource New Admin Series: Managing Duplication of Data in Dynamics CRMDec 10 Members 40 Innovative CRM Add-ons and Low-Cost Rapid Customization Service with MTCDec 11 Members & Subscribers OneSource New Admin Series: Excel Essentials for the CRM AdministratorDec 16 Members OneSource End User Series: Dynamics CRM 2013 Navigation BasicsDec 16 Members OneSource New Admin Series: A Beginners Guide to Outlook Client AdministrationDec 18 Members OneSource New Admin Series: The Basics of Workflows in Dynamics CRMJan 7 Members OneSource New Admin Series: Adminimizing Your CRMJan 13 Members

exploreengageelevate New Series! Rolling Up the Sleeves for New CRM Administrators Let's Go for CRM End Users A-Z Advanced Find: The Beginner's Guide to Data Harvesting in CRM Nov 24 Understanding & Using Marketing for the End User in Dynamics CRM Nov 25 Becoming a Dynamics CRM Dashboard Diva or DudeDec 9 Dynamics CRM 2013 Navigation BasicsDec 16 How the Road Warrior Saves Time with Mobility & Dynamics CRM Jan 8 Power BI for the End UserJan 13 Using the Service Calendar in CRM (Part 1)Jan 15 Using the Service Calendar in CRM (Part 2)Jan 21 Best Practices in Using Knowledge Base & SLAs in Dynamics CRM Jan Tips in 50 Minutes for the End UserJan 29 (Ask the Experts) Make it a Ritual: Your Daily Call to Action when Using Dynamics CRM Feb TBD The Basics of Entities in Dynamics CRMNov 26 Form Optimization and Configuration for the NewbieDec 3 Managing Duplication of Data in Dynamics CRMDec 9 Excel Essentials for the CRM AdministratorDec 16 A Beginners Guide to Outlook Client AdministrationDec 18 The Basics of Workflows in Dynamics CRMJan 7 Adminimizing your CRMJan 13 Not Your Mama's Mail MergeJan 20 Panel of New CRM AdministratorsJan 27

exploreengageelevate Are you PLUGGED into your local community? community.crmug.com > Chapters

exploreengageelevate Chapter Leadership Be a part of something really great FACT: The most successful chapters have strong leadership teams. BENEFIT: Ignite Leadership Training available ONLY to chapter leaders. Develop your professional skills – public speaking, leadership, communication, organization, conflict resolution, and many more skills. IMPACT: Chapter Leaders have significant reach within the Dynamics CRM Community. Leaders are respected for their hard work and devotion to helping individuals and organizations attending meetings. Roles: Chair, Co-Chair, VP of Membership, VP of Communication, VP of Programming Take Action: Contact your chapter leader or CRMUG Chapter Director, Onika Allen,

exploreengageelevate Next Meeting? Date: Feb 19 th (proposed) Time: 8:30 am – 12:00 pm Place: Microsoft Office Topics: TBD

explore engage elevate Key new features/enhancements in CRM 2015

exploreengageelevate About Me Jonathan Lee, PMP, MCP CRM Solutions Advisor & Riics, Inc. 19+ years in IT consulting industry Working in CRM industry since 2000 Certified in Microsoft Dynamics CRM (4.0/2011/2013) & SureStep Certified Project Management Professional (PMP) LinkedIn:

exploreengageelevate Poll (Our audience) 1.How many of you have looked at 2015 (Vega) Release? 2.How many of you are on CRM Online / On-Premise? 3.How many of you are on CRM 4.0, CRM 2011, CRM2013, CRM2015? 4.How many of you are using Social Listening or MDM? 5.How many of you are planning to upgrade in the next months?... to: CRM 2013? CRM 2015?

exploreengageelevate Agenda Key new features/enhancements in CRM 2015 Enhanced Search Search across entities (up to 10 entities) Hierarchy Visualization Visually represent records relationship in tree/tile view Enhanced Business Processes Dynamically change business process flows(stages) via branching Enhanced Business Rules Ability to create richer business logic & execute everywhere Calculated & Rollup Fields Calculated: Ability to perform calculation using fields from current & related entities Rollup: Ability to perform record level aggregates from related records (SUM, COUNT, MIN&MAX) For Business Analysts

exploreengageelevate New Features/Enhancements in CRM 2015 Enhanced Search Hierarchy Visualization Enhanced Business Processes Enhanced Business Rules Calculated & Rollup Fields Sales Product Taxonomy Case Management Enhancements CRM for Tablet Enhancements CRM & Outlook/Exchange Synch Security Model enhancements New Configuration Wizard for CRM Outlook Provisioning Improvements Multi-Geo Tenants Microsoft Dynamics Marketing Enhancements (separate instance) Social Listening Enhancements (separate instance. Included for 10+ Prof licenses) Insights (Insideview OEM) Parature Features Covered TodayOther Major Features in CRM 2015 (Not covered)

exploreengageelevate Enhanced Search Search across multiple entities (up to 10 entities) Configurable (using quick find view definition) Search from anywhere Demo

exploreengageelevate Hierarchy Visualization (Tree/Tile View) Hierarchy already setup OOB for: Accounts, Positions, Products, Users Demo Hierarchy enabled OOB for: All Custom Entities, Case, Contact, Opportunity, Order, Quote, Campaign, and Team To setup: 1.Identify hierarchy driver relationship (self 1:N) and set Hierarchical = “Yes” 2.Define attributes to be shown in hierarchical view (Quick View Form) 3.Expose relationship field in the form & connect records Thing to Know – FAQ Hierarchy is solution aware (import/export) Maximum of 4 fields allowed per tile Visualization based on one entity Only 1 hierarchical relationship per entity Only 1 X N relationship allowed to be hierarchical

exploreengageelevate Enhanced Business Process Demo Before: No branching (strictly linear process) Cannot visit an entity more than once No programmability support Enhanced: Rule-based branching evaluated in real-time Create and edit through UI Comprehensive branching support single entity, cross entities, and merge multiple branches back to a single stage Support for multiple entity loops ability to go back to entity already in process flow Programmability through Client API

exploreengageelevate Sales Process (sample 1) Dynamically change Sales Stages as needed through branching

exploreengageelevate Sales Process (sample 2) Multiple entity loops Ex: Opportunity to Quote to Opportunity to Quote and back to Opportunity

exploreengageelevate Enhanced Business Process (cont’d): Points to note / Limitations Branching rules must be based on steps in the stage that immediately precedes it Combine multiple conditions in a rule using AND/OR AND… AND… AND… or OR… OR… OR… (must be all ANDs or all ORs) Cannot have AND and OR in a conditional expression An entity used in the process can be revisited multiple times (multiple closed entity loops) Use of entity relationships is optional (can only leverage 1:N relationships) Can span across a maximum of 5 unique entities Maximum of 30 stages per process, 30 steps per stage Each branch can be no more that 5 levels deep No Looping Only one active process per record

exploreengageelevate Enhanced Business Process (cont’d): Programmability: Client API Further customizable via API to meet specific business requirements

exploreengageelevate Enhanced Business Rules Demo Before Only available on client side (plugins needed to execute business logic on the server) Multiple rules were needed (Did not support If… Else if… Else ) Enhanced: Server side support (Write once, execute everywhere) Available on existing rules as well Express richer business logic If… Else if… Else support And/Or support Support for default values

exploreengageelevate Enhanced Business Rules (cont’d): Limitations Cannot support nested if… else No grouping of expressions in a condition Expressions can be combined either using And, or using Or but not both

exploreengageelevate Calculated & Rollup Fields Calculated field: Comprised of calculations that use fields from the current or related entities to support business scenarios Rollup fields: Record level aggregates computed from related records that help to capture important metrics providing insights in your data Past Now / Future

exploreengageelevate Calculated Fields – Few examples

exploreengageelevate Calculated & Rollup Fields (cont’d): How to create/edit Calculated & Rollup fields must be created from the entity field Customization UI Can’t change existing simple field to calculated field. Data Type: Single line of text Option Set Two Options Whole Number Currency Date and Time

exploreengageelevate Calculated Fields: Example

exploreengageelevate Calculated Field (cont’d): Points to note / Limitation Calculates upon retrieve of the record (gets the latest data) Sync process happens upon retrieve Calculated field is Not available offline (shows up as null in offline mode) Saved queries, charts, and visualizations can have a maximum of 10 unique calculated fields A maximum # of chained calculated fields in 5. A calculated field can’t refer to itself or have cyclic chains. AND or OR (cannot have AND and OR operators in condition) Calculated fields can only span two entities (current and parent record) Can’t trigger workflows or plugins on calculated fields Can’t change existing simple field to calculated field. Calculated fields that use only simple fields (on current entity) can be sorted Additional Details:

exploreengageelevate Calculated field functions syntax Following functions are available in the ACTION section of the calculated field. Ex: “ADDDAYS (7,Created On)” adds 7 days to the calculated field. Ex: “TRIMRIGHT ( “ABC-12345XYZ”, 3) returns the string “ABC-12345” to the calculated field.

exploreengageelevate Rollup Fields – Few examples

exploreengageelevate Rollup Fields - Details

exploreengageelevate Rollup Field (cont’d):

exploreengageelevate Rollup Field Example

exploreengageelevate Rollup Field (cont’d): Points to note / Limitation Defined over a single directly related entity with 1:N relationship (no N:N) Rollup can’t be done over the 1:N relationship for the Activity entity Complex calculated fields (related entity) cannot be used Rollup over rollup field is not supported You can define a max of 100 rollup fields for the org and 10 rollup fields per entity A workflow can’t be triggered by the rollup field updates A workflow wait condition cannot use a rollup field Additional Details:

exploreengageelevate Sales Product Taxonomy Richer product classification system Ability to define Product families & child products Ability to define properties that inherit from parent Ability to create product bundles Ability to define product relationships Cross-Sell, Up-Sell, Suggestions based on relationship Ability to set up territory based default price list Import/Export via configuration Migration Tool

exploreengageelevate State Transitions (Product Entity)

exploreengageelevate CRM 2015 Announcements & Downloads CRM 2015 GA on December 1, 2014 Bob Stutz posted blog on 11/30/14: nging-in-the-holidays-with-crm-2015.aspx nging-in-the-holidays-with-crm-2015.aspx CRM 2015 Release Preview Guide CRM 2015 Server Download CRM 2015 SDK for Online & On-Premise

exploreengageelevate Questions?

exploreengageelevate Business and Technical Networking CRM Version Handling the every 6 months upgrade cycle on-line Upgrade to 2013 on premise experiences Share an interesting or little known CRM fact you learned Further Discussion in breakout groups

exploreengageelevate Next Meeting? Date: Feb 19 th (proposed) Time: 8:30 am – 12:00 pm Place: Microsoft Office Topics: TBD