2. Open, adaptive, secure & intelligent platform Personalized Proactive Predictive Intelligence and data driven engagement New service economy Engagement at scale Engaged, empowered employees Office 365 Cortana Intelligenc e Azure IoT SALES SERVICE MARKETING FIELD SERVICE PROJECT SALES SERVICE MARKETING Simplification

3. Dynamics 365 Journey Dynamics CRM 2015 Dec 2014 Spring Wave May 2015 Enhanced Dynamics Marketing Enhanced B2B Sales with MSX Cortana agent integration Productivity and Analytics focus Social Engagement Integrated Knowledge Dynamics CRM 2016 Nov / Dec 2015 Intelligence & ML Mobility (productivity TBX, offline, etc.) Interactive service hub and gamification Spring Wave May 2014 Launched MDM, MSL, Parature Enterprise Case Management Unified Service Desk Dynamics CRM 2013 Nov 2013 Spring Wave May 2016 Mobile Experience Guided business process New immersive user experience Transformative service (Field/Project) Portals and communities Learning Path and social intelligence

4. Roadmap Site http://crmroadmap.dynamics.com/ https://www.microsoft.com/en- us/dynamics/crm-customer- center/what-s-new.aspx?tab=2 What’s New Page What’s New for Admins CRM Tip of the Day http://crmtipoftheday.com/ https://technet.microsoft.com/libra ry/dn531078.aspx http://download.microsoft.com/do wnload/D/5/D/D5D38A09-6A5C- 4DC0-8649- 3A4F39A8F8F3/Microsoft_Dynamic s_CRM_2016_Release_Preview_Gui de.pdf Release Preview Guide

5. Extend CRM to the web with: Profile management capabilities Configurable business applications Rich content management features Responsive design for desktop, tablet and mobile

6. Drill Through, Interactive Natural Language Q&A Pre-built Templates Supply URL to CRM Online with credentials Schedule refreshes of data

7. Dynamics CRM Online Connector Power BI Sales Analytics App Scheduled data refresh with Odata/Oauth CRMOL as first class data source in Power Query Power BI

8. Take notes with OneNote Capture Photos, Voice Memos, Free Form Drawings Notebook created automatically, notes contextual stored in CRM All notes are tracked to CRM record

9. Enable collaboration through Groups in Office 365

10. Share Files, Email Messages Conversation Threads Group Calendars OneNote notes Allow external collaboration

11. New, Lightweight Client App Track Email and Set Regarding Preview Contact or Lead Info Create Contacts and Leads on the From Line View Next Activities, Open CRM Forms

12. Increase sales user adoption with rich, context-sensitive guidance for onboarding, what’s new, and frequent tasks such as lead management embedded directly in the web and mobile apps.

13. Collaborative, project-based service model for complex, multi- day engagements Optimized resourcing and intelligent, skills-based assignments for delivery teams Back-office integration to productivity and business applications Mobile experiences for customer- facing resources

14. Design and Send Surveys Customers Fill Out on Phone, Tablet, or Computer Responses stored in CRM Records Requires Azure Subscription to host surveys

15. Mobile offline support (n) Document management (n) App-to-app deep linking (n) Modern mobile friendly experience (n) Mobile client form preview (e) Web Resources and IFRAME (e) Mobile security (n)

16. Deep linking directly to a record/view/dashboard in the CRM mobile app Inbound links from other apps (email, mashups ) to CRM with mobile-specific URI Built-in email sharing for apps

17. Auto-generate formatted Documents based on CRM Records Generate docs as part of a workflow Create and edit Templates to achieve the desired document structure

18. Pre-built templates Private and Organizational templates Share templates across team members Export to Excel from CRM for Tablets and Phone

19. Associate Exchange Folder with a specific CRM Record Drag and Drop to Associate (Set Regarding) Can work with Rules Works on Any Device Requires Server Side Sync