CRM User Group

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CRM User Group

• April 5, 2006
• www.crmmn.com

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Agenda

• News from Microsoft Convergence 2006
• Where it All Comes Together
• Product Demonstration
• SNAP
• SharePoint List Web Part
• SiteMap.xml
• QA

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Microsoft Convergence 2006

• Dallas, TX
• 7,000 Attendees
• Microsoft Dynamics
• Microsoft Dynamics CRM
• Keynotes
• Bill Gates
• Jeff Raikes
• Office 2007 Light-up
• Business Intelligence

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Where We Are Today

• Over 7,000 customers
• Over 180,000 users
• Full suite of marketing,sales, and service
• Native Office experience
• Web services architecture
• Fast, flexible, and affordable
• Available in 22 languages

Microsoft CRMCustomer Growth Worldwide
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Microsoft CRM Delivers Customer Choice
Hosted Microsoft CRM
Hosted Microsoft CRM
Start hosted oron-premise,and migrate easilyif
your needs change
On-Premise Microsoft CRM
On-Premise Microsoft CRM
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Did the Outlook client in 3.0 change?
Delete Propagation
Email Auto-tag
Offline Sync Architecture
Customer Service
Offline Data Filtering
Client Upgrade
Improved CRM viewpane

• Send Email through Outlook

CRM Address Book Provider
CRM Menu
MSDE Cleanup
Set Offline
Decouple Outlook Sync
Schedulable Sync
Offline Upgrade
User-configurable Contact sync
Offline Sync Tracking
System Tray Icon
Disabled State
More robust setup
Outlook - sync only changes
GoOffline UI
Online-only Multi-user client
Service Appointment Sync
Non-modal Go Offline
CRM Toolbar
Per-user SyncEntry
Improved Linking Model
Performance Improvements
Promotion of Tasks, Appointments and Contacts
Background Sync
Marketing Automation
Published MSI-based deployment
Version Handling
Offline Sync Error Handling
Tracing and Logging
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Microsoft Dynamics CRM Community

• http//www.microsoft.com/dynamics/crm/community/de
  fault.mspx
• CRM Sandbox
• Newsgroups (RSS Feeds)
• Latest Product News
• Register on the Sandbox
• Technical Staff

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Future of Microsoft CRM

• Titan (CRM 4.0)
• Multi-Tenancy
• Multi-Lingual on One Server
• Office 2007 Light-up
• Feature Enhancements
• 2007 Release Date
• 12-18 Month Release Cycles

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Microsoft Convergence 2007

• San Diego, CA
• March, 2007
• Start Planning Today

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New Product Information

• Order your CRM 3.0 Media Today
• PID License (Change from CustomerSource)
• CRM Mobile 3.0
• GPRS Only
• Microsoft Dynamics GP Connector Available
• Logical Database Diagrams
• CRM 3.0 List Web Part
• Using CRM 3.0 without Microsoft Exchange Server
• Microsoft Dynamics CRM 3.0 Snap

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Microsoft CRM 3.0Dashboards and More

• Demo

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Insider Corner

• CRM Upgrade Notes
• Disable/Remove 3rd Party Solutions
• Plan to upgrade off-hours
• Run the Environment Diagnostic Wizard
• Script out the install of CRM Outlook Client
• CRM 4.0 TAP Fall 2006 (Partners Only)
• Submit your product requests to Ask Amy
• www.crmmn.com
• Prepare for Longhorn and Vista
• 64-Bit architecture is here
• Plan ahead when purchasing new hardware
• Register for Microsoft KB Alerts -
  http//www.kbalertz.com

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Next Meeting

• June 7, 2006