Convergence 2015 Rami Mounla

Agenda Atlanta Convergene Conference Keynote CRM Roadmap What is new in … What next

Atlanta Georgia

Georogia Aquarium

Coca Cola Museum

Other

Key to Convergence Trip Success Key sessions Organise your agenda (use the app) Roadmaps Deep dives What is new Networking Be ready to give lots of business cards away Spend time at the business hub Visibility Good mobile devices to tweet Comfortable shoes

Keynote

Visionary Repeated themes: Internet of Things Excited Empowering Intelligent (Systems, Analytics) Cloud Data – OData - PowerBI Break Silos Keynote Satya Nadella

Vision

Microsoft’s Identity Empower every person to achieve more 3 ambitions Create more personal computing Internet of things + Holographic computers Windows 10 + natural language Reinvent productivity & business process More important point Collaboration with customers, automation, data Build the intelligent cloud Complexity and diversity of the industries (different regimes and sovereignty needs) Just started Rich data platform on top to build system of intelligence

By B 44 ZB Rendez-vous with the cloud

The next generation Dawn of a new generation of business systems Unlimited computing capacity Rich Data Platforms Real time for performance and efficiency From static to learning systems The systems become intelligent

Microsoft’s example Tracking how people are using Microsoft products constant feedback In the world of big data recognise the small patterns E.g. Windows 10 feedback and usage of Cortana (users exited about it) Act on it Using Power BI and Office Delve (Globally available)

How to achieve it Continuous loop between machine learning and human learning E.g More intelligent Business Process Sales > Customer Service > Marketing > Social Interaction Parature / USD / MSE / CRM combo Tracking how people are using Microsoft products constant feedback In the world of big data recognise the small patterns E.g. Windows 10 feedback and usage of Cortana (users exited about it) Act on it

Satya’s Closing Change our business by empowering people Act on insight, small patterns that are easy to recognise by humans Everyone has the tools and capabilities to gain this insight, access the data, and empower them to act on the it Data culture Level of transparency

Kirill Tatarinov

Roadmap

CRM Roadmap

Naming Conventions No more star constellation No more SP Spring releases online only Next Fall release will be a major release (CRM 2016?)

CRM Roadmap

Productivity Excel and OneNote integration (immersive) Break the Silo - Bridge the universes

Productivity (cont.)

Office groups CRM, Exchange, Lync Exchange integration CRM app for Outlook Folder based tracking if on mobile drag and drop to folder and it will sync with CRM Exchange rules

Productivity (cont.) Power BI Natural language, use zeta bytes of data on dashboards Connector for CRM Skype for Business preview

CRM Roadmap

Mobility Build once deploy everywhere Rich native SDK (Android, Apple, Windows) Role-tailored Good technology enterprise ready for data security Data at rest Wipe data remotely Data in transit

CRM Roadmap

Knowledge & Engagement Parature CRM USD Context passed to KB as you type it finds matching articles no more silos Consistency through Channels > consistent engagement framework Convert any data from channel to a CRM records by a set of rules

CRM Roadmap

Performance Microsoft Edge Dedicated network between ISV and cloud centres Turbo forms 2x to 3x on all forms (edit ready)

Integration Upsert Transaction Batch roll back Alternate keys API level can check what has changed (version) Optimistic concurrency One click deploy from on premise to cloud High Speed data import > Staging run rules > Online

Fall Highlights (last 10 min)

Mobility Task based (e.g. once meeting is finished create task quickly) Voice integration App to App communication. Pass context from one to other

System of Intelligence Delve: search and discovery platform Available to everyone Intelligent and Contextual Assistance What is trending in document Relationship Mining and put them in CRM

Azure Machine Learning Democratising Azure ML make it available to everyone Predictive is good but we need army of data miners Prebuild algorithms Azure allow you to build algorithms and tweak them quickly Azure IoT

Intelligent and Contextual assistance Combine telemetry + assistance + user documentation Step by step guidance Experience will change based on your experience level Excel templates

Platform CRM App for Outlook Version 2 (Smart tracking related entities) Intelligent recommendations Hybrid deployments

What is new in…

Mobility Biggest Mobile Release Richer experience closer to the web client Business processes now available Client API also on mobile client Completely Offline Business Users Focus Rich controls Custom UI Controls

Quick Search Enhancements Relevance Matching Faceted Search Natural Language

Social Engagement New UI (Enhanced Dashboard) New languages, and channels Richer sentiment analysis > now learning (machine language not just natural language) API will be publically available Power BI integration Better integration with CRM Real time map

Parature Better integration with CRM and USD Polyportal from the same source Insight site stats Filter content based on service type Surveys (Voice of the customer)

Unified Service Desk (USD) Omni Channel Call Script KB integration Data driven insight Flat UI Multiple-customers Integrate with any sys Custom Portal Custom Connector

Marketing (Spica) SMS OData and Power BI Drag and Drop graphical editor Different types of s sent through the same campaign Graphical Approval Workflow Beyond Spica SDK and API for big data

CRM Online You decide when to schedule an upgrade Preview sandbox instance before upgrade Delete instance Promote instance to Prod Debugging on the cloud Back up and restore on demand Data Centres Japan Australia

API Alternate keys Parallel Imports - One call to create/update multiple records Upsert Retrieve Plugin Transactional Batching Optimistic Concurrency (Version) Full fledged REST OData V4 API (beyond CRUD) Web API preview

Tools CRM configuration tool Back from CRM 4.0 Move configuration between env. XRM.tooling.xxx (new namespace) PowerShell to clean environment Profilers not require to throw an exception

Solutions Solutions imports can be delayed Export As (in Carina) Last 2 major bugs related to managed solutions fixed in Carina Solution Segmentation Solution Patching

Deep Dives Tips and Tricks Customisation Optimisation Dynamics CRM in the Field blog

Acquisitions Yammer Netbreeze MarketingPilot Parature Skype Fusion Software (Enterprise Feedback Management Tool: Mojo Survey) Integration with workflows Parnetship with Good Technology

“New” Verticals Microsoft Dynamics Marketing (MDM) Microsoft Social Engagement (MSE) Parature USD

Products in the Market Place Vertex portals Adx Studio Scribe Click Dimension

What next? CRM UG in Reno – Nevada 13/8 Convergence Europe 2015 Barcelona – Spain 30/11 Convergence 2016 New Orleans – Louisiana 4/4 All video available