Session agenda

Key Takeaways

Purpose of the Demo

CRM

Where do we start?

Preparing for your demo  Do your Homework – What type of business are you demoing to?  Identify what the prospect is interested in seeing based on their business pains. CRM, CRM+MDM, CRM+MDM+MSL, etc.  Add some custom functionality  Import Relevant Data  Research and share customer’s stories relevant to your prospect’s industry or workload

Introduce the UI slowly Why do I need to pay attention to this record? What is this record about? Primary Information What has happened and is happening? Is this record currently saved? Secondary Information Where is this record?

Navigation model  Streamlined flow to optimize information display  No pop-ups  Touch enabled

Multi Entity Search Search here

Quick Create Click here

Integration with Outlook and Microsoft Office

CRM ONLINE EXCHANGE ONLINE CRM Add-In for Outlook Choice of tracked Synch contacts, appointments, tasks, Offline work then synch Presence with Lync CRM Online UI Access from anywhere or any device via Browser Post Directly to SharePoint Online via Browser See Activities, Tasks, Contacts in the Browser Presence with Lync Exchange Server Side Synchronization Eliminate Router Synch with Exchange Online or On Premise Keep Your CRM System & up to date

Mobility

SURFACE IPAD ANDROID TABLET ANDROIDWINDOWS PHONE IPHONE Microsoft Dynamics CRM Online for all devices

Big Picture

Prospect to Customer scenario CampaignDistributeResponse Lead - Contact - Customer Marketing List Price Product Quotes Order Win Analyze / ROI

Tools

Demo BuilderVertical Templates 05/Applications

Key takeaways