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PowerUp Echo Webinar Series

WELCOME

What’s New in 2016 for CRM

AdministratorsMerlin Schwaiger, Director of Solution Design

Tad Thompson, Sr. Technical Advancement Developer

Director of Solution Design

PowerObjects/Minneapolis

Image

Merlin Schwaiger

Meet your Presenters 15

Sr. Technical Advancement Developer

PowerObjects/Minneapolis

Tad Thompson

merlin@powerobjects.com

@crmwizard

Tad.thompson@powerobjects.com

@TadMT

612.339.3355 x180 612.339.3355 x133

Topics

Topics 2

App for OWA

Service hub

Document generation

Solutions enhancements

Search improvements

Data performance dashboard

Data loader

Knowledge management

OneDrive document management

Exchange enhancements

CRM Version Path 13

CRM 1, 1.2

• Built from

the ground

up

• Crystal

reports

CRM 3.0

• Many

Enhanceme

nts

• Workflow

• SRS

• Custom

Entities

CRM 4.0

• New API

• Multi-

tenancy

• Workflow in

the UI

CRM 2011

(5.0)

• Dashboards

• Dialogs

CRM 2013

(6.0)

• New UI

• BPF

• Tablet App

• Bus Rules

• OOTB

SharePoint

Integration

• SSS

CRM 2013 SP1

(6.1)

• Huge Service

enhancements

• Mobile Service

CRM 2015, SP1

(7.0, 7.1)

• Calc & rollup

• BPF Branching

• Enhanced SLA’s

• Hierarchy

• 7.1-UI

• Folder-tracking

• New Export to

Excel

• OneNote

CRM

2016

(8.0)

Accessible from Administration Area

Data Performance Dashboard 12

Monitor long running queries

Data PerformanceReview, analyze, and optimize the data access performance of components in your organization.

All Data Performance Logs

Period:

Impact Entity Source Component Operation Median Time Max Time Min Time Count

98% Account Active Accounts View RetrieveMultiple 5.24 7.64 3.24 1897

96.5% Account Accounts I Care About View RetrieveMultiple 4.19 5.25 3.45 890

94% Contact Quick Find Active Contacts View RetrieveMultiple 4.67 6.96 3.50 91

94% Widget Widget Update Plug-in RetrieveMultiple 3.23 2.12 3.89 1230

94% Contact Active Contacts View RetrieveMultiple 3.24 7.64 2.24 1897

93% Contact Contacts Being Followed View RetrieveMultiple 4.19 3.25 6.45 890

90% Contact Contacts: No Orders in Last 6

Months View

RetrieveMultiple 6.78 12.96 4.50 91

86% Lead Leads: influenced Deals That We

Won View

RetrieveMultiple 6.23 9.12 3.89 1230

84% Order Non Cancelled Orders View RetrieveMultiple 3.24 7.64 3.02 1897

84% Order My Orders Report RetrieveMultiple 4.19 5.25 2.45 890

80% Opportunit

y

Closed Opportunities in Current

Fiscal Year View

RetrieveMultiple 9.67 13.96 0.50 91

Data Performance

Dashboard

^

OPTIMIZE

REMOVE

1 month Closed Deals This Month

Minimum long running query

execution time is 3s.

OPTIMIZE REMOVE

Period: Year to Date Year to Date Change: +100.00%

OPTIMIZE REMOVE

Period: Year to Date Year to Date Change: +100.00%

Confirm OptimizationAre you sure you want to optimize this component? Please verify that

this optimization improves performance. If it doesn’t, consider

removing it. It may take several minutes for this optimization to appear

in your organization. Learn more

Optimize

OPTIMIZE REMOVE

Period: Year to Date Year to Date Change: -41.46%

Limit of 20 optimizations per

entity.

Only provides an optimization

recommendation when the

impact is greater than 20%.

Full Data Encryption leveraging SQL

Transparent Data Encryption (TDE)

Customer maintain key

Data Encryption 12

Data Loader

CRM Online

1

• Upload large files to

staging

• Recurring jobs

Image. Keep Frame.

Cloud Service – Free

Getting data in at high-speeds

into CRM Online

Designed to handle large

volumes with data staging and

validation

Support for scheduling import

(Post Preview feature) Platform

SD

K

CRM Online

Staging DB

CRM Online –2016 +

• Alternate key

• Upserts

Discoverability

CRM Admin Center (only

Admin access)

Lifecycle Services Portal

• User experience hosted in LCS

Azure App Services

• Runtime hosted in Azure App services leveraging BizTalk API Apps

CRM Data Loader

CRM Admin Center

DATA LOADER

Blurb About Image(s)

OneDrive Document Management 2

• Personal

private storage

• Automatic sync

with OneDrive

• SP Online – Same tenant (same as server-based integration)

• SP On-Prem – SharePoint Server 2016

OneDrive for Business Pre-Requisites

OneDrive for Business

New

View

OneDrive for Business

Per user folder structure

Supported Configurations

Optional Information

Exchange Enhancements 9

Exchange configurations

• On Premise configuration

• Hybrid Exchange configuration

Exchange versions

• Exchange Server 2010 SP 3

• Exchange Server 2013 SP 1

• Exchange 2016

Server-Side Synchronization Performance dashboard 9

Dynamics CRM App for Outlook 13

CRM App for Outlook – From OWA

CRM App for Outlook – From Outlook Client

Server Setup

Server Setup

Server Setup

Server Setup

Multi-stream, interactive service dashboards

New browser app focused on customer service

Service Hub 2

ImageImage

Service Hub 2

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Knowledge Management

New Entity

1

Robust Content Editor

Versioning

Language support

Image. Keep Frame.

Document Generation 1

Word and Excel

pre-defined

templates

Image. Keep Frame.

Lifecycle improvements to solutions

Solutions Enhancements 2

Support for patching

Better integration with the

Marketplace

Granular control of components

Fields

Views

Forms

Relationships

Bus. Rules

Lifecycle improvements to solutions

Solutions Enhancements 2

Granular

selection of

entity assets

• Relevance

• Match any

text

• Enabling

process

Global, multi-entity search enhancements

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Search Improvements 5

Thank You!