1. SME - Amsterdam Aad van der Velden, September 2015 CRM 2015 – Training Release 1

2. 2 Agenda What’s New in CRM 2015 Account Contact Market Profile Account Plan Activities

3. What’s new in 2015 3

4. 4 New in CRM 2015 Flat interface Details Top Menu CRM 2015 Follow colleagues and CRM records in What’s new Personalized Start Page Quick Create Bing Maps integration on Account and Contact Level Account Hierarchy Autosave

5. 5 New Look and Feel Main changes: Simplified Top Menu in Windows 8/10 tile style No more side menu Flat interface with minimum number of windows and subgrids Easier navigation with shortcuts used in other Office products Back button or [ALT]+[<-] to go back to previous screen

6. 6 New Menu structure Main changes: Hover over menu item to show related submenu items Click on Home icon to return to start page Hover on Sales menu to show Sales related submenu items

7. 7 Switch record types Work in one type of records (e.g. Activities) and quickly open a totally different record type (Accounts) CRM keeps track of the records (e.g. Accounts) you recently viewed and makes them available without having to open the related view first (e.g. My Active Accounts)

8. 8 New Look and Feel Main changes: Simplified Top Menu in Windows 8/10 tile style Eliminated Side Menu Flat interface with minimum number of windows and subgrids Easier navigation Back button or [ALT]+[<-] to go back to previous screen

9. 9 Quick Create Forms With the Create button you can quickly add new records of different types to CRM filling out only the minimal required data

10. 10 Auto Save and Auto Refresh New feature in CRM 2015 called Autosave CRM will automatically save your data on a regular basis so you won’t lose data. You can see if you have unsaved changes at the bottom right of the form you are working on Auto Refresh Data changed in Product forms is updated automatically in subgrids when you save the Product form No need anymore to refresh subgrids to see the changed records

11. 11 What’s New Wall Add Posts to CRM Records Send Messages to other Users

12. 12 Personal Dashboard Create a new dashboard from scratch, or personalize one The Dashboard will show you information but also allow you to add new records directly from the dashboard

13. 13 Bing Maps integration Based on Visit Address data Available on Account and Contact level Click on Map for additional info Get directions from Bing Maps

14. 14 Account Hierarchy

15. 15 Improved Search functionality

16. 16 Other changes Advanced Find can be found in the top menu throughout the application User Options are located in the top menu Users can set their starting page (web client) individually

17. 17 Mobile ready

18. 18 And more improvements coming… Navigation improvements Themes Excel improvements Exports in 1 click Preserves the CRM view Exports more records - transfer up to 100k CRM records Works with Excel Online (Office 365) - export, analyze and make bulk edits and write changes back to CRM from the Excel Online Server based E-mail synchronization Coming to you this Fall!

19. Account 19

20. 20 Account General information Addresses Market Profile, Categories & Crops Account Plan, Brand Detail Details Marketing Rollup fields

21. 21 New account

22. 22 General Account information Comments:  Tab through fields will open option lists automatically  Product list set based on Country field  New Posts section shows CRM and User messages regarding the current record

23. 23 Address information Comments  Bing Maps based on Visit Address data  Zip code validation available for a number of countries, not all countries  GPS coordinates fields not linked to Maps  Clicking on Blue Dot in Map brings up more options like Directions and Bird’s eye view

24. 24 Quick forms on Account form Comments  Quick Create forms contain minimum set of fields to quickly create a new record  Create Contact, Market Profile, Account Plan and Brand Detail directly from Account Form  After clicking Save, Quick Create form is closed automatically  Subgrid is refreshed and updated automatically to show new record(s) created with quick form

25. 25 Account Details Market Profile Comments  Details fields reorganized in 2015  Segment specific fields are used in Market Profiles depending on selected Segment

26. 26 Water Sources & Analysis Comments  New 2015 forms allow maximum of 3 columns because of responsive design

27. 27 Marketing Comments  Click Emailing field used for ClickDimensions Mailings  Mailing Types fields left over from SAPCRM, still used  Word Address fields populated after first time save of record  Social network only have generic website field validation, not social media specific validation

28. 28 Rollup fields – Counters in 2015 Comments  Counter fields replaced in 2015 with rollup fields  Every hour CRM recalculates all values in rollup fields  You can manually recalculate at any moment by clicking the refresh button

29. Contact 29

30. 30 Contact Add a New Contact to an account Home Address data Contact Communication preferences Contact Details

31. 31 Add new contact

32. 32 Contact Quick Create form Comments  Minimum set of fields to create a new record, in this case a new Contact record  Optionally open the newly created record form to add other information  Same as Account Address checked by default, address fields read-only in that case

33. 33 Open contact record to add details

34. 34 Contact Address Information

35. 35 Home Address Comments  Counter fields replaced in 2015 with rollup fields  Every hour CRM recalculates all values in rollup fields  You can manually recalculate at any moment by clicking the refresh button

36. 36 Marketing Comments  Click Emailing checkbox used for ClickDimensions campaigns  Mailing Type checkboxes left over from SAP CRM, still used?  Marketing Information fields use Postal address data unless Home Address is used

37. 37 Details

38. Market Profile 38

39. 39 Market Profile Market profile and Account Plan Categories & Crops Adding a Crop to a Category and Crops record

40. 40

41. 41 Quick form from Account form

42. 42 Market Profile Details Comments

43. 43 Categories & Crops

44. 44 Crops

45. Account Plan 45

46. 46 Account Plan Account plan Calculating Potential Sales on Account Plan level Copy a current year account plan to next year Product details

47. 47

48. 48

49. Activity Management 49

50. 50 Activity Management Activities in CRM 2015 Email Appointment Follow up Activities Task Phone Call Fax Letter Recurring appointment Visit/ call report

51. 51 Activities in CRM 2015

52. 52 Activities in CRM 2015

53. 53 Email

54. 54 Email

55. 55 Appointment

56. 56 Appointment

57. 57 Follow up Activities

58. 58 Task

59. 59 Phone Call

60. 60 Fax

61. 61 Letter

62. 62 Recurring Appointment RECOMMEND USERS NOT TO USE

63. 63 Visit Report

64. 64 Visit Report

65. 65 Visit Report

66. 66 Visit Report

67. 67 Visit Report