presenta – #wpc15it1 MS Dynamics CRM 2016 Una nuova visione Giorgio Garcia-Agreda MVP MS Business Solutions Marco Farina

CHI SIAMO GIORGIO GARCIA- AGREDA MARCO FARINA – #wpc15it2 giogara g

Agenda 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 –

– #wpc15it4 EVOLUZIONE DEL MS DYNAMICS CRM CRM 1.2 CRM 3.0 CRM OOB Accenni di XRM CRM 4.0 Invariato OOB Miglioramento XRM CRM 2011 Miglioramen to OOB Nasce Ufficialmente XRM CRM 2013 Concentrazione su OOB («corsa a Salesforce») XRM «scompar e» dai piani CRM 2015 Flussi di Business e Processi Prime Acquisizioni NetBreeze e Marketing Pilot CRM 2016 Produttivit à Aumentata XRM Acquisizioni

– #wpc15it5 NetBreeze  Social Engagement Marketing Pilot  Microsoft Dynamics Marketing Parature FieldOne ADXStudio Portals LE ACQUISIZIONI

– 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»:  Micosoft Dynamics Marketing  Social Engagement  Parature  Unified Service Desk MS Dynamics CRM in Office 365

– “Intelligent Customer Engagement to the market – helping companies deliver customer experiences that are personalized, proactive and predictive. “ MS Dynamics CRM 2016 PRODUCTIVIT Y INTELLIGENC E MOBILITY UNIFIED SERVICES

– DEMO ONLINE Microsoft Dynamics Marketing

– SMS Marketing Advanced Marketing What’s New in MS Dynamics CRM Marketing

– CRM App for Outlook (OWA) Immersive Excel OneNote Integration OneDrive for Business Document Generation Cortana Integration What’s New in MS Dynamics CRM Sales

– 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 What’s New – Customer Services

– FieldOne

– DEMO ONLINE ADXStudio Portals

– Social Listening & Social Analytics Intelligent Social Nuovo! Social Center What’s New - Social Engagement

– #wpc15it15 CRM 2016 E’ SOCIAL CRM 2016 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. 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. Machine learning Delve - One drive Yammer - Twitter - Facebook Cortana

– I nuovi Focus XRM Mobile First Reinvented Productivity

– Supporto Offline Document Management App-to-App Deep Linking ( o custom Apps) Task-Centric User Experience Supporto IFRAMES Gestione Devices Mobile (Intune) Mobile First

– 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. API

– Exchange Synchronization CRM for Outlook, Router, or Server Synchronization (if using Exchange Online/O365) CRM for Outlook, Router, or Server Synchronization (both Online and on premise) SharePoint IntegrationServer Side Inside View (Insights)IncludedAdditional cost Social ListeningIncludedAdditional cost Workflows/dialogs200Unlimited Custom Entities300Unlimited Power BI ReportingYesNo Office 365 GroupsYesNo Immersive Excel OnlineYesNo Mobile AppsYesYes with IFD and Office 365 Offline MobileYesNo CRM for OutlookYes CRM Outlook AppYesNo OneNote IntegrationYesNo Upgrade/Update process Office 365 admin approves the upgrade before it is installed, update rollups applied automatically Upgrades and update rollups installed my your administrator Direct server accessNoYes Phone AppYesYes if environment externally facing via ADFS Tablet AppYesYes if environment externally facing via ADFS StorageLimited to the amount of CRM Online storage purchasedLimited to the amount of storage available on your server Migrating CRM Online customers can migrate On Premises at any time. SQL database provided to client at scheduled time that can be imported to an On Premises deployment. CRM On Premises customers can migrate to CRM Online and customization for entities can be imported; however, on premises database cannot be moved to Online data center, so a data 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. Non production environments can be installed, depending on local server availability. CapabilityCRM onlineCRM On premise CIO’ CHE CONTA NON SI VEDE…

– #wpc15it20 CRM 2016 – DALL’IDEA AL PRODOTTO CON AGILITA’ A structured process… but iterative CRM PRE GAME GAMEPOST GAME CRM idea STORIE (REQUISITI) STORIE (REQUISITI) Stories (requirements) Analysis Develop. Test Product increment StorytimeGroomingOrderingPlanningSprintDemo Retrospective Daily meetings

– DEMO

Q & A Domande e Risposte – #wpc15it22

Contatti OverNet Education OverNet Education Tel – #wpc15it23