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Published byJade Owen Modified over 8 years ago
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#GPUGsummit Close the Loop with Dynamics CRM
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#GPUGsummit 2 Introduction Tami Johnson Solution Architect tjohnson@socius1.com
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#GPUGsummit 3 Objective Provide a basic understanding of Microsoft Dynamics CRM
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#GPUGsummit Agenda Definitions Deployment Dynamics CRM and Microsoft Outlook Salesforce Automation Mobility Integration 4
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#GPUGsummit Definitions Lead – Potential customers who have not yet been qualified by your sales process. Account – A company that your organization does business with. Product – Inventory or line on an invoice. Contacts – Someone related to an Account. Activity – Tasks, Phone Calls, E-mails, Appointments, etc. Business Process – A structured process. Opportunity – A potential sale to an Account. Workflow – Automation. 5
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#GPUGsummit Deployment Dynamics CRM Online Dynamics CRM On-Premise 6
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#GPUGsummit 7
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Dynamics CRM Components Sales – Salesforce automation* Service – Customer service automation, case tracking Marketing – Marketing automation 10
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#GPUGsummit Sample Sales Process
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#GPUGsummit Qualify Lead = Account + Contact + Opportunity
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#GPUGsummit Demo
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#GPUGsummit Mobility
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#GPUGsummit Devices and Operating Systems DeviceOperating System Windows Tablet Windows 8 Windows 8.1 Apple iPadiOS 6.0+ Android Tablet Android 4.0 + NOTE: Android 4.4 is NOT supported Windows Phone Windows Phone 8 Windows Phone 8.1 iPhoneiOS 6.0+ Android Phone Android 4.0 + NOTE: Android 4.4 is NOT supported
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#GPUGsummit iPad
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#GPUGsummit iPad
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#GPUGsummit iPad
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#GPUGsummit iPad
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#GPUGsummit iPad
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#GPUGsummit iPad
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#GPUGsummit iPad
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#GPUGsummit iPad
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#GPUGsummit Integration
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#GPUGsummit Integration Considerations Am I already integrating data into Dynamics GP? Am I using Dynamics CRM “out of the box”, or will I be adding customizations? Who will be creating the integrations? 25
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#GPUGsummit Integration Options 26
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#GPUGsummit Typical Integration Scenario 27 Account Account Address Salesperson Product Order Invoice Customer Customer Address Salesperson Item Order Invoice
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#GPUGsummit Demo
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#GPUGsummit 29 Questions? Tami Johnson tjohnson@socius1.com
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