enhancing productivity with crm for outlook and crm for phones

• Priyesh Wagh

• Mihir Kadam

Enhancing Productivity with CRM for Outlook & CRM For Phones

2015 CloudFronts Technologies LLP, All Rights Reserved.

2

When to use CRM For Outlook?

Setup, Configuration & Features for CRM For Outlook

Overview of CRM For Outlook Web App (OWA)

Enabling and Deploying CRM For OWA.

CRM For Phones & Tablets – Features & Advantages.

Limitations of CRM For Phones and Tablets

Agenda

2015 CloudFronts Technologies LLP, All Rights Reserved.

3

When to use CRM for Outlook ?

2015 CloudFronts Technologies LLP, All Rights Reserved.

4

Outlook is your centralized point of communication and contact management.

Track email messages, contacts, tasks and appointments to CRM.

Don’t want to log in to CRM every time.

When you want to keep Outlook data separate from CRM data.

When to use CRM For Outlook ?

2015 CloudFronts Technologies LLP, All Rights Reserved.

5

Setup, Configuration and Features

2015 CloudFronts Technologies LLP, All Rights Reserved.

6

Download & Installed on your local machine.- Download link: http://www.microsoft.com/en-us/download/details.aspx?id=45015

Setup

7

2015 CloudFronts Technologies LLP, All Rights Reserved.

Pre-Requisites – Hardware RequirementsSetup

Component Online only mode Go offline enabled mode

Processor x86 – x64 1.9 GHz or faster dual core processor with SSE2 instruction set.

x86 – x64 1.9 GHz or faster dual core processor with SSE2 instruction set.

Memory 2GB RAM or higher 4GB RAM or higherHard Disk Space 1.5 GB of available disk

space2GB of available disk space. 7200 RPM or more.

Display Super VGA with a resolution of 1024x768

Super VGA with a resolution of 1024x768

2015 CloudFronts Technologies LLP, All Rights Reserved.

8

Pre-Requisites – Software RequirementsSetup

Operating System Windows 10 (64-bit & 32-bit versions) – Organization must be updated to Dynamics CRM 2015 Update 1 Windows 8.1 or Windows 8 (64-bit & 32-bit versions) Windows 7 Service Pack 1 (64-bit & 32-bit versions) Windows Server 2012 (Remote Desktop Services Application)

Microsoft Office

Internet Explorer 11 or 10.Web Browser

Microsoft Office 2016. (When available) Microsoft Office 2013 Microsoft Office 2010

SetupDownload & Run Setup

Once downloaded, start the setup using Administrator’s credentials.

Choose where the Setup should be extracted to.

8

Setup The extraction will take place.

Setup The setup will take place.

Setup

Setup

Setup

Setup

2015 CloudFronts Technologies LLP, All Rights Reserved.

16

Setup Complete

2015 CloudFronts Technologies LLP, All Rights Reserved.

17

Once installed, search for Configuration Wizard from the Start Menu.

Configuration

Configuration

Configuration

Configuration

2015 CloudFronts Technologies LLP, All Rights Reserved.

21

Configuration

22

2015 CloudFronts Technologies LLP, All Rights Reserved.

2015 CloudFronts Technologies LLP, All Rights Reserved.

23

Tracking Data into CRM

Tracked item is synchronized.

Tracking Pane

Ways to track an Outlook Item- Track- Set Regarding

Features of CRM For Outlook

CRM For Outlook Web App

2015 CloudFronts Technologies LLP, All Rights Reserved.

25

Overview Currently available in Preview mode only

Lightweight app used with Outlook Web Appl.

Used to track Incoming Emails only in MS Dynamics CRM.

Must be enabled by a System Administrator

2015 CloudFronts Technologies LLP, All Rights Reserved.

26

Enabling & DeployingPre-Requisites CRM Online & Dynamics CRM 2015 Update 1. Exchange Online Server-side synchronization must be enabled. System Administrator must add Microsoft Dynamics CRM

App for Outlook Preview Feature.

2015 CloudFronts Technologies LLP, All Rights Reserved.

27

Enabling & DeployingDeploying

Need access to Office 365 admin center.

Navigate to Admin > Exchange. Then navigate to add-ins under organization.

2015 CloudFronts Technologies LLP, All Rights Reserved.

28

Enabling & DeployingEnabling

2015 CloudFronts Technologies LLP, All Rights Reserved.

29

Enabling & DeployingEnabling Then click on + and add Microsoft Dynamics CRM .

2015 CloudFronts Technologies LLP, All Rights Reserved.

30

Enabling & DeployingEnabling

Add Microsoft Dynamics CRM Preview from the Office Store.

2015 CloudFronts Technologies LLP, All Rights Reserved.

31

Enabling & DeployingEnabling

32

Enabling & DeployingEnabling

Check mark on Make this add-in available to users in your organization and select the Specify user defaults.

2015 CloudFronts Technologies LLP, All Rights Reserved.

33

Enabling & Deploying

Deploying

In CRM, navigate to Settings > Administration > System Settings. Then choose Previews tab and select Enable the Microsoft Dynamics CRM App for Outlook Preview.

2015 CloudFronts Technologies LLP, All Rights Reserved.

34

2015 CloudFronts Technologies LLP, All Rights Reserved.

35

Enabling & Deploying

Deploying

These privileges must be enabled in the user’s security role-

Features

Work with CRM in familiar Outlook environment.

Track an incoming e-mail, optionally Set Regarding.

Find if an E-mail is already tracked.

2015 CloudFronts Technologies LLP, All Rights Reserved.

37

38

2015 CloudFronts Technologies LLP, All Rights Reserved.

CRM For Phones & Tablets

2015 CloudFronts Technologies LLP, All Rights Reserved.

39

The new app will be named “Dynamics CRM for Phones” and the legacy phone app will be renamed “Dynamics CRM for Phone – Express.”

Different logo for Dynamics CRM for Phones

CRM For Phones & Tablets : Consideration

2015 CloudFronts Technologies LLP, All Rights Reserved.

40

Device Metrics Server Version CRM for Phone – Express CRM for PhoneV6.x (CRM 2013)V7.0 (CRM 2015)

Supported Not Supported

V7.1 -Online(CRM 2015 update 1)

Deprecated Supported

> V7.1 Not Supported Supported

Platform Version RamiOS 7.x and 8.x 1GBAndroid 4.4 and Up 1GBWindows 8.1 512MB

2015 CloudFronts Technologies LLP, All Rights Reserved.

41

Single form for all device. Business Rule and JavaScript support Role Based Forms

Features

2015 CloudFronts Technologies LLP, All Rights Reserved.

42

Single form for Phone, Tablet and PC. Field/Section/Tab can be enabled for Phone by enabling

the same from Form Customization. Full support for Custom entities.

One form for all device- Consideration

2015 CloudFronts Technologies LLP, All Rights Reserved.

43

Scenario : On Change of “Contact Preference” option set on the Account entity “Phone” or “Email” field get required accordingly.

Business Rule and JavaScript support

2015 CloudFronts Technologies LLP, All Rights Reserved.

44

Scenario: When support person logs-in to the CRM, they should able see deferent form specially design for Support team.

Role Based Forms

2015 CloudFronts Technologies LLP, All Rights Reserved.

45

Filter lookup will not work with this release.

Save button is not available when record is updated.

“Dynamics CRM for Phone” application is not available for On-premises CRM 2015 update 1.

CRM For Phones & Tablets – Limitation

2015 CloudFronts Technologies LLP, All Rights Reserved.

46

Contact Details:

Visit us at www.cloudfronts.com

1. Anil Shah – ashah@cloudfronts.com

2. Priyesh Wagh – pwagh@cloudfronts.com

3. Mihir Kadam – mkadam@cloudfronts.com

2015 CloudFronts Technologies LLP, All Rights Reserved.

47