Rami Mounla

Agenda • Atlanta • Convergene Conference • Keynote • CRM Roadmap • What is new in … • What next

Atlanta Georgia

Georogia Aquarium

Coca Cola Museum

Other

Key to Convergence Trip Success • Key sessions • Organise your agenda (use the app) • Roadmaps • Deep dives • What is new • Networking • Be ready to give lots of business cards away • Spend time at the business hub • Visibility • Good mobile devices to tweet • Comfortable shoes

Keynote Satya Nadella • Visionary • Repeated themes: • Internet of Things • Excited • Empowering • Intelligent (Systems, Analytics) • Cloud • Data – OData - PowerBI • Break Silos

Vision

Microsoft’s Identity • Empower every person to achieve more • 3 ambitions • Create more personal computing • Internet of things + Holographic computers • Windows 10 + natural language • Reinvent productivity & business process • More important point • Collaboration with customers, automation, data • Build the intelligent cloud • Complexity and diversity of the industries (different regimes and sovereignty needs) • Just started • Rich data platform on top to build system of intelligence

By 2019 26 B 44 ZB Rendez-vous with the cloud

The next generation • Dawn of a new generation of business systems • Unlimited computing capacity • Rich Data Platforms • Real time for performance and efficiency • From static to learning systems • The systems become intelligent

Microsoft’s example • Tracking how people are using Microsoft products constant feedback • In the world of big data recognise the small patterns • E.g. Windows 10 feedback and usage of Cortana (users exited about it) • Act on it • Using Power BI and Office Delve (Globally available)

How to achieve it • Continuous loop between machine learning and human learning • E.g More intelligent Business Process • Sales > Customer Service > Marketing > Social Interaction • Parature / USD / MSE / CRM combo • Tracking how people are using Microsoft products constant feedback • In the world of big data recognise the small patterns • E.g. Windows 10 feedback and usage of Cortana (users exited about it) • Act on it

Satya’s Closing • Change our business by empowering people • Act on insight, small patterns that are easy to recognise by humans • Everyone has the tools and capabilities to gain this insight, access
the data, and empower them to act on the it
• Data culture • Level of transparency

Kirill Tatarinov

CRM Roadmap

Naming Conventions • No more star constellation • No more SP • Spring releases online only • Next Fall release will be a major release (CRM 2016?)

CRM Roadmap

Productivity • Excel and OneNote integration (immersive) • Break the Silo - Bridge the universes

Productivity (cont.)

Productivity (cont.) • Office groups • CRM, Exchange, Lync • Exchange integration • CRM app for Outlook • Folder based tracking if on mobile drag and drop to folder and it will sync with CRM • Exchange rules

Productivity (cont.) • Power BI • Natural language, use zeta bytes of data on dashboards • Connector for CRM • Skype for Business preview

CRM Roadmap

Mobility • Build once deploy everywhere • Rich native SDK (Android, Apple, Windows) • Role-tailored • Good technology enterprise ready for data security • Data at rest • Wipe data remotely • Data in transit

CRM Roadmap

Knowledge & Engagement • Parature • CRM • USD • Context passed to KB as you type it finds matching articles no more silos • Consistency through Channels > consistent engagement framework • Convert any data from channel to a CRM records by a set of rules

CRM Roadmap

Performance Microsoft Edge • Dedicated network between ISV and cloud centres • Turbo forms 2x to 3x on all forms (edit ready)

Integration • Upsert • Transaction Batch roll back • Alternate keys • API level can check what has changed (version) • Optimistic concurrency • One click deploy from on premise to cloud • High Speed data import > Staging run rules > Online

Fall Highlights (last 10 min)

Mobility • Task based • (e.g. once meeting is finished create task quickly) • Voice integration • App to App communication. Pass context from one to other

System of Intelligence • Delve: search and discovery platform • Available to everyone • Intelligent and Contextual Assistance • What is trending in document • Relationship Mining and put them in CRM

Azure Machine Learning • Democratising Azure ML make it available to everyone • Predictive is good but we need army of data miners • Prebuild algorithms • Azure allow you to build algorithms and tweak them quickly • Azure IoT

Intelligent and Contextual assistance • Combine telemetry + assistance + user documentation • Step by step guidance • Experience will change based on your experience level • Excel templates

Platform • CRM App for Outlook Version 2 (Smart tracking related entities) • Intelligent recommendations • Hybrid deployments

Mobility • Biggest Mobile Release • Richer experience closer to the web client • Business processes now available • Client API also on mobile client • Completely Offline • Business Users Focus • Rich controls • Custom UI Controls

Quick Search Enhancements • Relevance Matching • Faceted Search • Natural Language

Social Engagement • New UI (Enhanced Dashboard) • New languages, and channels • Richer sentiment analysis > now learning (machine language not just natural language) • API will be publically available • Power BI integration • Better integration with CRM • Real time map

Parature • Better integration with CRM and USD • Polyportal from the same source • Insight site stats • Filter content based on service type • Surveys (Voice of the customer)

Unified Service Desk (USD) • Omni Channel • Call Script • KB integration • Data driven insight • Flat UI • Multiple-customers • Integrate with any sys • Custom Portal • Custom Connector

Marketing (Spica) • SMS • OData and Power BI • Drag and Drop graphical email editor • Different types of emails sent through the same campaign • Graphical Approval Workflow • Beyond Spica • SDK and API for big data

CRM Online • You decide when to schedule an upgrade • Preview sandbox instance before upgrade • Delete instance • Promote instance to Prod • Debugging on the cloud • Back up and restore on demand • Data Centres Japan Australia

API • Alternate keys • Parallel Imports - One call to create/update multiple records • Upsert • Retrieve Plugin • Transactional Batching • Optimistic Concurrency (Version) • Full fledged REST OData V4 API (beyond CRUD) • Web API preview

Tools • CRM configuration tool • Back from CRM 4.0
• Move configuration between env.
• XRM.tooling.xxx (new namespace) • PowerShell to clean environment • Profilers not require to throw an exception

Solutions • Solutions imports can be delayed • Export As (in Carina) • Last 2 major bugs related to managed solutions fixed in Carina • Solution Segmentation • Solution Patching

Deep Dives • Tips and Tricks • Customisation • Optimisation • Dynamics CRM in the Field blog

Acquisitions • Yammer • Netbreeze • MarketingPilot • Parature • Skype • Fusion Software (Enterprise Feedback Management Tool: Mojo Survey) • Integration with workflows • Parnetship with Good Technology

“New” Verticals • Microsoft Dynamics Marketing (MDM) • Microsoft Social Engagement (MSE) • Parature • USD

Products in the Market Place • Vertex portals • Adx Studio • Scribe • Click Dimension

What next?
• CRM UG in Reno – Nevada 13/8 • Convergence Europe 2015 Barcelona – Spain 30/11 • Convergence 2016 New Orleans – Louisiana 4/4 • All video available • http://convergence.evo-td.com/