A Day In The Life of Extended CRM

The Evolution from CRM To Extended CRM Partner Relationship Management Asset Management Extended CRM leverages the flexible xRM Framework which allows organizations to easily configure and extend the capabilities of Microsoft Dynamics CRM. Property Management Distributor Relationship Management Reseller Relationship Management Fleet Management Extended CRM is additive to core CRM and allows organizations to track and maximize the value of other relationship and assets and in turn extend the power of CRM. Employee Relationship Management Land Management Contractor Relationship Management Task Management Supplier Relationship Management Event Management

Microsoft’s Promise of Extended CRM Improve solution relevance and business impact Increase time with customers Enhance value of all relationships Improve business fit Contain costs without sacrificing service Shorten sales cycles Achieve real-time insight Drive operational excellence Increase business agility

Extended CRM Capabilities Today Differentiators: Robust workflow engine Multi-channel communications Powerful BI capabilities Point-and-click configuration Powerful partner solutions Relationships Interactions Enhance Connect xRM Framework Robust Workflow Engine Insights Process Automate

Extended CRM Productivity with 2011 Streamlined IT Role-tailored experiences Greater industry relevance Complementary solutions Developer productivity Faster time to build and modify solutions High responsiveness to the business

Connection Roles: Influencing the Influencers Especially useful in sales cycle where there are multiple influencers (lawyers, consultants, tax experts, etc.) Key enabler of Extended CRM Each role can have distinct attributes Can create any kind of role and apply to any entity

Social Connector: Bringing in Social Context Social Connector in Outlook Client seamlessly brings in social data For example, can instantly see LinkedIn or Facebook profile for given contact Allows users to gauge online influence of contact

Role Tailored Forms: Tailored Fit True role-based forms ensure data is relevant to each user Can have multiple forms per entity Full control over presentation of forms Drag-and-drop customization

Drag and Drop UI: Effortless Configuration Can configure entity Body, Header or Footer Useful “Click to Customize” feature Drag-and-Drop UI Can use Navigation Editor to customize left-hand navigation

Solutions: Centralized Solution Management Allows you to centrally manage solutions right within Microsoft Dynamics CRM Multi-app server capability Managed properties

Marketplace: One Stop Shop for Apps. Central repository of complementary solutions for Microsoft Dynamics CRM New optimized search logic Fully integrated to Microsoft Dynamics CRM User generated ratings and reviews

Developer Tools: Extending Out ODATA support Web Resources WCF and .NET 4.0

In Summary

2011 = Power of Productivity Familiar, intelligent and connected experience Wealth of new features in Microsoft Dynamics CRM 2011 Strong business value for Sales, Customer Care and Extended CRM scenarios Empower Your People with Microsoft Dynamics CRM 2011!