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CRM Café
Update rond Dynamics CRM15/09/2016
CRM Café
Update rond Dynamics CRM15/09/2016
Stijn Clarebout
Kristof Lauwagie
Inform
Update rond Dynamics CRM15/09/2016
LinkedIn Website Lunch & Learn WorkshopWebinar Cafe
Inform
Update rond Dynamics CRM15/09/2016
CRM Café :
Updates 2016What’s new
CRM
Update rond Dynamics CRM15/09/2016
Flavour your CRM
Agenda
Update rond Dynamics CRM15/09/2016
Microsoft CRMSocial EngagementNew ‘out of the box’ AddonOutlook webapp
CRM ?
Update rond Dynamics CRM15/09/2016
CRM ?
Update rond Dynamics CRM15/09/2016
CRM
Update rond Dynamics CRM15/09/2016
DYNAMICS CRM
SALESLeads & opportuniteiten
Offertes
SERVICESupport
Requests / complaints
MARKETINGCampagnes
Lijsten
Klanten / Leveranciers Contactpersonen
Activiteiten (mail/meeting/call/tasks)Werkprocessen
Microsoft CRM
DYNAMICS CRM
SALES SERVICEMARKETING
MICROSOFT
SharePoint OneNote
ADDONS
MailChimpPSA
Meer opwww.crm-
appstore.com
OutlookSkype for Business
CRM 2015
DYNAMICS CRM
SALES SERVICE MARKETING
MICROSOFT
SharePoint OneNote
ADDONS
MailChimp
PSA
Meer opwww.crm-
appstore.com
NAV
PROJECT SERVICE
FIELD SERVICE
Social Engageme
nt
Visit Report
s
Algemene BE
addonOutlookSkype for
Business
CRM 2016 Online
Social Engagement
Dynamics CRM 2016 Café15/09/2016
Social Engagement
Listen Everywhere
Analyze Sentiment
Drive Engagement
Listen to what customers are saying on social media
Find out what they think about your company
Analyze your position vs competition
Discover your share of voice across social channels
Know who your key influencers are
Identify trends
Encourage conversations about your brand
Turn insight into action with proactive participation
Capture feedback and respond quickly to issues
Social Engagement
Social Listening
Social Analytics
Social Engageme
ntSocial
CRM
Dynamics CRM 2016 Café15/09/2016
Nieuw in Dynamics CRM 2016
Excelintegration
Excel OnlineExcel Templates
Wordtemplates
Document generation
Mobileapp
Offline configurationMobile theme
Survey designer
Voice of the Customer
Project Service
Project Service solution
Excel integration
Word templates
Survey Designer
Mobile App
Project Service
Opportunity Mngmt
Project Planning
Resource Mngmt
Team collaborati
onTime and expenses
Customer billing
Analytics and
integration
Project-based opportunities
Estimate and define the
work
Resources for work based
on skills/availabi
lity
Office Groups
Manage and track
est./billed project time
Approve all costs and
time
Interactive dashboarding
Microsoft Project Online
CRM Project Service Automation
Microsoft Dynamics AX Service industries ERP
Assistance Software PSA
Portfolio alignment/ optimization No No No
CRM - Sales&Marketing NoYes (best in class) yes (limited)
CRM modules
CRM - Assisted Service No yes (very limited)
CRM modules
CRM - Field Service No yes (very limited)
CRM modules
Projects - Pricing and Quoting No Projects - Planning & Scheduling Projects - Resource Management Projects - Collaboration Projects - Time &Expense Time only
Projects - Invoicing No
enkel boekingen - geen facturen
Projects - Taxation No No Projects - Rev Rec No No Projects - Analytics & reporting Financial management & Acctg No No Procurement & Supply Chain No No No
Human Capital Management No No Extra module
Addon: Bezoekrapport
Dynamics CRM 2016 Café15/09/2016
Optie 1
Beschrijving veld gebruiken
Optie 2
OneNote gebruiken
Optie 3
ORBID ADDON
Bijhouden bezoekverslag
Afspraak - traditioneel
Afspraak – Orbid Addon
Addon: PowerMailChimp
Dynamics CRM 2016 Café15/09/2016
One more tipOutlook integratie
Dynamics CRM 2016 Café15/09/2016
Set Regarding
Set Regarding
CRM App vs CRM plugin
CRM App vs CRM plugin
Dynamics CRM 2016 Café15/09/2016
Tips & Tricks CRM 2016
Update rond Dynamics CRM15/09/2016
Q&A
Dynamics CRM 2016 Café15/09/2016
Café
Update rond Dynamics CRM15/09/2016
