5. • Sugiere acciones de seguimiento
comercial: emails por responder,
oportunidades a punto de vencer,
clientes potenciales no contactados
por X tiempo
• Se visualizan desde la pantalla
principal de la app móvil o el panel
inicial de Dynamics 365 for Sales
Más información en:
https://www.microsoft.com/en-us/dynamics/crm-customer-center/preview-
feature-relationship-insights-overview.aspx
8. Más información en:
https://www.microsoft.com/en-us/dynamics/crm-customer-center/preview-
feature-relationship-insights-overview.aspx
• Nos permite ver tasa de abiertos/clicks/interacciones
con correos relacionados a la oportunidad
• Al escribir un nuevo mensaje, nos sugiere plantillas de
correo más efectivas, con recomendaciones basadas
en las tasas de respuesta y respuesta anteriores.
• Nos permite programar el envío para otro momento
para más efectivo – chequea las zonas horarias de los
destinatarios para sugerirnos el mejor tiempo de
entrega
• Nos permite fijar recordatorio para “follow up” de
correos/oportunidades
10. Con Office 365 Groups es
posible compartir
información relacionada
con cuentas u
oportunidades con otros
miembros del equipo incluso
si no tiene acceso a
Dynamics 365
11. Gamificación
• Adquisición de FantasySales e integración en
la suite de Dynamics 365 for Sales &
Customer Service
• Aplicación de gamificación integrada a
Dynamics 365
• Configuración de KPIs (métricas), partidas, y
equipos con datos de Dynamics 365
• Paneles de visualización de resultados en
tiempo real
• Fácil de usar: configuración de partidas en 5’
13. MS Relationship Sales Solution
• Búsqueda avanzada:
clientes potenciales y
empresas
• Recomendaciones
automáticas
• Visualización
completa de perfiles
que no están en su
red
• InMail: envío a
cualquier miembro
de la red
https://business.linkedin.com/sales-solutions/sales-navigator
14. MS Relationship Sales Solution
https://blogs.microsoft.com/blog/2017/04/24/new-ways-drive-business-
forward-todays-digital-landscape/#sm.0001y0yw9l1r2cw3yya1i9qcu0l6c
• Convertir información de LinkedIn en Leads,
Contacts, Accounts y Opportunities de Dynamics
365
• Visualización de la actividad de cuentas y
contactos en CRM actualizado diariamente en
Sales Navigator
• Visualización de actividad de Sales Navigator
(inMail, mensajes, notas y log de llamadas) en
Dynamics 365
• Paquete único de precio reducido para Dynamics
365 for Sales + LinkedIn Sales Navigator
disponible desde Junio 2017
15. Dynamics 365 for talent
https://blogs.microsoft.com/blog/2017/04/24/new-ways-drive-business-
forward-todays-digital-landscape/#sm.0001y0yw9l1r2cw3yya1i9qcu0l6c
• Búsqueda avanzada de
candidatos a través de
linkedin recruiter (integrado
en Dynamics 365 for Talent)
• Seguimiento de todo el
proceso de selección
• Coordinación de entrevistas
con visibilidad de agenda
(integración Exchange)
miembros del equipo
16. Dynamics 365 for talent
https://blogs.microsoft.com/blog/2017/04/24/new-ways-drive-business-
forward-todays-digital-landscape/#sm.0001y0yw9l1r2cw3yya1i9qcu0l6c
• OnBoarding de candidatos
• Visualización de miembros del
equipo
17. Microsoft + Adobe: Combinación imbatible
Adobe Marketing Cloud como servicio de Marketing
integrado en Dynamics 365.
Adobe Campaign + Microsoft Dynamics 365:
marketing omnicanal + información empresas en
ambas plataformas
Integracion entre Adobe Analytics y Power BI
para analizar datos de comportamiento
Más información en:
https://news.microsoft.com/2017/03/20/adobe-and-microsoft-announce-availability-of-
joint-offerings-to-transform-customer-experiences
18. AppSource.com
Por primera vez un repositorio de todas las
apps Microsoft Dynamics 365 centralizado
Verticales por sector , Add-Ons, etc.
Microsoft provides the breadth of capabilities needed to empower sales organizations to sell effectively by:
Our Opportunity Management capabilities help transforming sellers into top performers
Social Selling helps sellers deepen customer relationships with relevance
Our Planning & Management capabilities help managers lead sales teams confidently with insight backed by data
The ability to collaborate on key sales content helps teams win over customers with personalized content
Mobile Sales apps allow your sellers to stay connected to customers anytime, anywhere
Our Sales Intelligence capabilities help you gain insight into the business and proactively anticipate customer needs
Let’s drill down into each of these.
Now that we’ve had a chance to run through the key sales capabilities of Microsoft Dynamics CRM, let’s take a moment to highlight how the integrated Office 365 features support an end-to-end sales process. Salespeople can track incoming emails in CRM, communicate with their customers through Skype for Business, take notes while in customer meetings, and share deal updates with the entire sales team via Yammer. Sellers can easily discover relevant documents through Delve and OneDrive for business, collaborate across the organization with support from Office 365 groups, and create proposals real-time as a team. It’s also easy to automatically generate quotes in Word and share or manage via SharePoint. Sellers can also manage their pipeline via Excel right from within Dynamics CRM.
As you can see, Microsoft delivers a very comprehensive solution and significant value to sales organizations.
Microsoft enables salespeople to tap into key information anywhere anytime by using popular devices such as Surface, Windows phones and tablets, iPad, iPhone, and Android tablets and phones. With seamless access across devices, embedded news and social data, and task flows, salespeople can make every second count – whether it’s completing a frequent task on the go or prepping for customer meetings. In addition, deploying mobile apps is easier for the organization since they don’t have to configure for every device. Their web settings cascade across all devices and form factors. Microsoft does the heavy lifting by optimizing the layout based on the device.
Microsoft’s Sales solution also supports voice commands. Salespeople can use intuitive natural language commands to retrieve or create data on mobile devices. For example, salespeople just have to say “CRM: show me Contoso Pharmaceuticals” to pull up the account.
Salespeople have a full offline experience with mobile apps, so they can truly work anywhere, anytime. Get work done even when there is interruption in connectivity. Salespeople can create, update and delete records while offline. Automatic playback of offline actions helps synchronize local changes. The mobile apps provide a seamless user experience when switching between connected and disconnected modes.
Microsoft enables salespeople to tap into key information anywhere anytime by using popular devices such as Surface, Windows phones and tablets, iPad, iPhone, and Android tablets and phones. With seamless access across devices, embedded news and social data, and task flows, salespeople can make every second count – whether it’s completing a frequent task on the go or prepping for customer meetings. In addition, deploying mobile apps is easier for the organization since they don’t have to configure for every device. Their web settings cascade across all devices and form factors. Microsoft does the heavy lifting by optimizing the layout based on the device.
Microsoft’s Sales solution also supports voice commands. Salespeople can use intuitive natural language commands to retrieve or create data on mobile devices. For example, salespeople just have to say “CRM: show me Contoso Pharmaceuticals” to pull up the account.
Salespeople have a full offline experience with mobile apps, so they can truly work anywhere, anytime. Get work done even when there is interruption in connectivity. Salespeople can create, update and delete records while offline. Automatic playback of offline actions helps synchronize local changes. The mobile apps provide a seamless user experience when switching between connected and disconnected modes.
Microsoft enables salespeople to tap into key information anywhere anytime by using popular devices such as Surface, Windows phones and tablets, iPad, iPhone, and Android tablets and phones. With seamless access across devices, embedded news and social data, and task flows, salespeople can make every second count – whether it’s completing a frequent task on the go or prepping for customer meetings. In addition, deploying mobile apps is easier for the organization since they don’t have to configure for every device. Their web settings cascade across all devices and form factors. Microsoft does the heavy lifting by optimizing the layout based on the device.
Microsoft’s Sales solution also supports voice commands. Salespeople can use intuitive natural language commands to retrieve or create data on mobile devices. For example, salespeople just have to say “CRM: show me Contoso Pharmaceuticals” to pull up the account.
Salespeople have a full offline experience with mobile apps, so they can truly work anywhere, anytime. Get work done even when there is interruption in connectivity. Salespeople can create, update and delete records while offline. Automatic playback of offline actions helps synchronize local changes. The mobile apps provide a seamless user experience when switching between connected and disconnected modes.
Microsoft enables salespeople to tap into key information anywhere anytime by using popular devices such as Surface, Windows phones and tablets, iPad, iPhone, and Android tablets and phones. With seamless access across devices, embedded news and social data, and task flows, salespeople can make every second count – whether it’s completing a frequent task on the go or prepping for customer meetings. In addition, deploying mobile apps is easier for the organization since they don’t have to configure for every device. Their web settings cascade across all devices and form factors. Microsoft does the heavy lifting by optimizing the layout based on the device.
Microsoft’s Sales solution also supports voice commands. Salespeople can use intuitive natural language commands to retrieve or create data on mobile devices. For example, salespeople just have to say “CRM: show me Contoso Pharmaceuticals” to pull up the account.
Salespeople have a full offline experience with mobile apps, so they can truly work anywhere, anytime. Get work done even when there is interruption in connectivity. Salespeople can create, update and delete records while offline. Automatic playback of offline actions helps synchronize local changes. The mobile apps provide a seamless user experience when switching between connected and disconnected modes.
Microsoft enables salespeople to tap into key information anywhere anytime by using popular devices such as Surface, Windows phones and tablets, iPad, iPhone, and Android tablets and phones. With seamless access across devices, embedded news and social data, and task flows, salespeople can make every second count – whether it’s completing a frequent task on the go or prepping for customer meetings. In addition, deploying mobile apps is easier for the organization since they don’t have to configure for every device. Their web settings cascade across all devices and form factors. Microsoft does the heavy lifting by optimizing the layout based on the device.
Microsoft’s Sales solution also supports voice commands. Salespeople can use intuitive natural language commands to retrieve or create data on mobile devices. For example, salespeople just have to say “CRM: show me Contoso Pharmaceuticals” to pull up the account.
Salespeople have a full offline experience with mobile apps, so they can truly work anywhere, anytime. Get work done even when there is interruption in connectivity. Salespeople can create, update and delete records while offline. Automatic playback of offline actions helps synchronize local changes. The mobile apps provide a seamless user experience when switching between connected and disconnected modes.
Microsoft enables salespeople to tap into key information anywhere anytime by using popular devices such as Surface, Windows phones and tablets, iPad, iPhone, and Android tablets and phones. With seamless access across devices, embedded news and social data, and task flows, salespeople can make every second count – whether it’s completing a frequent task on the go or prepping for customer meetings. In addition, deploying mobile apps is easier for the organization since they don’t have to configure for every device. Their web settings cascade across all devices and form factors. Microsoft does the heavy lifting by optimizing the layout based on the device.
Microsoft’s Sales solution also supports voice commands. Salespeople can use intuitive natural language commands to retrieve or create data on mobile devices. For example, salespeople just have to say “CRM: show me Contoso Pharmaceuticals” to pull up the account.
Salespeople have a full offline experience with mobile apps, so they can truly work anywhere, anytime. Get work done even when there is interruption in connectivity. Salespeople can create, update and delete records while offline. Automatic playback of offline actions helps synchronize local changes. The mobile apps provide a seamless user experience when switching between connected and disconnected modes.
Microsoft enables salespeople to tap into key information anywhere anytime by using popular devices such as Surface, Windows phones and tablets, iPad, iPhone, and Android tablets and phones. With seamless access across devices, embedded news and social data, and task flows, salespeople can make every second count – whether it’s completing a frequent task on the go or prepping for customer meetings. In addition, deploying mobile apps is easier for the organization since they don’t have to configure for every device. Their web settings cascade across all devices and form factors. Microsoft does the heavy lifting by optimizing the layout based on the device.
Microsoft’s Sales solution also supports voice commands. Salespeople can use intuitive natural language commands to retrieve or create data on mobile devices. For example, salespeople just have to say “CRM: show me Contoso Pharmaceuticals” to pull up the account.
Salespeople have a full offline experience with mobile apps, so they can truly work anywhere, anytime. Get work done even when there is interruption in connectivity. Salespeople can create, update and delete records while offline. Automatic playback of offline actions helps synchronize local changes. The mobile apps provide a seamless user experience when switching between connected and disconnected modes.
Microsoft enables salespeople to tap into key information anywhere anytime by using popular devices such as Surface, Windows phones and tablets, iPad, iPhone, and Android tablets and phones. With seamless access across devices, embedded news and social data, and task flows, salespeople can make every second count – whether it’s completing a frequent task on the go or prepping for customer meetings. In addition, deploying mobile apps is easier for the organization since they don’t have to configure for every device. Their web settings cascade across all devices and form factors. Microsoft does the heavy lifting by optimizing the layout based on the device.
Microsoft’s Sales solution also supports voice commands. Salespeople can use intuitive natural language commands to retrieve or create data on mobile devices. For example, salespeople just have to say “CRM: show me Contoso Pharmaceuticals” to pull up the account.
Salespeople have a full offline experience with mobile apps, so they can truly work anywhere, anytime. Get work done even when there is interruption in connectivity. Salespeople can create, update and delete records while offline. Automatic playback of offline actions helps synchronize local changes. The mobile apps provide a seamless user experience when switching between connected and disconnected modes.
The applications we focus on are the 3 core CRM workloads of Sales, Marketing and Customer Care. In addition, a key differentiator is the Framework which allows customers and partners to rapidly build Extended CRM Applications. Extended CRM applications can be industry or vertical specific solutions such as Citizen Services Management, or they can be any number of relationship based-applications such as dealer management, patent management, employee self service, and asset management – pretty much any business process where there are records and relationships.
These workloads and applications can be consumed from a variety of devices with modern form factors such as tablets and smartphones but also can be consumed via desktop browsers, an Outlook client and more.
The core workloads we deliver and the Extended CRM applications take advantage of a declarative rapid application development framework providing the underlying relationships, interactions, processes and insights.
Microsoft provides the “Power of Choice” with CRM deployments. With Microsoft Dynamics CRM, Deployment is usually an afterthought since all the capabilities of Microsoft Dynamics CRM are available regardless of whether you use on-premises installation or use CRM in the cloud with Microsoft Dynamics CRM Online. Even further, Microsoft provides the option for our customers to migrate from one deployment model (say cloud) to another (local on-premises) providing maximum flexibility for IT organizations. This allows customers to start their proof of concepts in the cloud and then move to on-premises environment at a later time if the business needs change.
The applications we focus on are the 3 core CRM workloads of Sales, Marketing and Customer Care. In addition, a key differentiator is the Framework which allows customers and partners to rapidly build Extended CRM Applications. Extended CRM applications can be industry or vertical specific solutions such as Citizen Services Management, or they can be any number of relationship based-applications such as dealer management, patent management, employee self service, and asset management – pretty much any business process where there are records and relationships.
These workloads and applications can be consumed from a variety of devices with modern form factors such as tablets and smartphones but also can be consumed via desktop browsers, an Outlook client and more.
The core workloads we deliver and the Extended CRM applications take advantage of a declarative rapid application development framework providing the underlying relationships, interactions, processes and insights.
Microsoft provides the “Power of Choice” with CRM deployments. With Microsoft Dynamics CRM, Deployment is usually an afterthought since all the capabilities of Microsoft Dynamics CRM are available regardless of whether you use on-premises installation or use CRM in the cloud with Microsoft Dynamics CRM Online. Even further, Microsoft provides the option for our customers to migrate from one deployment model (say cloud) to another (local on-premises) providing maximum flexibility for IT organizations. This allows customers to start their proof of concepts in the cloud and then move to on-premises environment at a later time if the business needs change.
The applications we focus on are the 3 core CRM workloads of Sales, Marketing and Customer Care. In addition, a key differentiator is the Framework which allows customers and partners to rapidly build Extended CRM Applications. Extended CRM applications can be industry or vertical specific solutions such as Citizen Services Management, or they can be any number of relationship based-applications such as dealer management, patent management, employee self service, and asset management – pretty much any business process where there are records and relationships.
These workloads and applications can be consumed from a variety of devices with modern form factors such as tablets and smartphones but also can be consumed via desktop browsers, an Outlook client and more.
The core workloads we deliver and the Extended CRM applications take advantage of a declarative rapid application development framework providing the underlying relationships, interactions, processes and insights.
Microsoft provides the “Power of Choice” with CRM deployments. With Microsoft Dynamics CRM, Deployment is usually an afterthought since all the capabilities of Microsoft Dynamics CRM are available regardless of whether you use on-premises installation or use CRM in the cloud with Microsoft Dynamics CRM Online. Even further, Microsoft provides the option for our customers to migrate from one deployment model (say cloud) to another (local on-premises) providing maximum flexibility for IT organizations. This allows customers to start their proof of concepts in the cloud and then move to on-premises environment at a later time if the business needs change.
The applications we focus on are the 3 core CRM workloads of Sales, Marketing and Customer Care. In addition, a key differentiator is the Framework which allows customers and partners to rapidly build Extended CRM Applications. Extended CRM applications can be industry or vertical specific solutions such as Citizen Services Management, or they can be any number of relationship based-applications such as dealer management, patent management, employee self service, and asset management – pretty much any business process where there are records and relationships.
These workloads and applications can be consumed from a variety of devices with modern form factors such as tablets and smartphones but also can be consumed via desktop browsers, an Outlook client and more.
The core workloads we deliver and the Extended CRM applications take advantage of a declarative rapid application development framework providing the underlying relationships, interactions, processes and insights.
Microsoft provides the “Power of Choice” with CRM deployments. With Microsoft Dynamics CRM, Deployment is usually an afterthought since all the capabilities of Microsoft Dynamics CRM are available regardless of whether you use on-premises installation or use CRM in the cloud with Microsoft Dynamics CRM Online. Even further, Microsoft provides the option for our customers to migrate from one deployment model (say cloud) to another (local on-premises) providing maximum flexibility for IT organizations. This allows customers to start their proof of concepts in the cloud and then move to on-premises environment at a later time if the business needs change.
The applications we focus on are the 3 core CRM workloads of Sales, Marketing and Customer Care. In addition, a key differentiator is the Framework which allows customers and partners to rapidly build Extended CRM Applications. Extended CRM applications can be industry or vertical specific solutions such as Citizen Services Management, or they can be any number of relationship based-applications such as dealer management, patent management, employee self service, and asset management – pretty much any business process where there are records and relationships.
These workloads and applications can be consumed from a variety of devices with modern form factors such as tablets and smartphones but also can be consumed via desktop browsers, an Outlook client and more.
The core workloads we deliver and the Extended CRM applications take advantage of a declarative rapid application development framework providing the underlying relationships, interactions, processes and insights.
Microsoft provides the “Power of Choice” with CRM deployments. With Microsoft Dynamics CRM, Deployment is usually an afterthought since all the capabilities of Microsoft Dynamics CRM are available regardless of whether you use on-premises installation or use CRM in the cloud with Microsoft Dynamics CRM Online. Even further, Microsoft provides the option for our customers to migrate from one deployment model (say cloud) to another (local on-premises) providing maximum flexibility for IT organizations. This allows customers to start their proof of concepts in the cloud and then move to on-premises environment at a later time if the business needs change.