Dynamics CRM Beginners: Microsoft Dynamics CRM Training Blitz Day today- Q & A Coverage

Hi all !!!,

Today i have attended Microsoft CRM 2013 Sales , Marketing Module Training. Also this includes about Customer Support and Licensing.

Training was Awesome !!!. And after attending, lot of questions was in my mind went out.

I m sharing here some of the Chat happened for Q & A between the live coverage. Hope everyone get some update.

Note : Q & A about Sales and Marketing.

Attendee: Does the new version of CRM performs measurement of send emails to customer (viewed; how much time did customer spend on the email; did he continued to browse our web and if yes can we track that ?) .
Stephanie Dart, Microsoft Dynamics replied publicly: Not in this release

Attendee posted: Is there any quick link which showcases what has improved over CRM 2011?
Stephanie Dart, Microsoft Dynamics replied publicly: not at this time, but good suggestion

Attendee posted: When do you anticipate the release of the standard training - the replacement for 80442, 80290, 80291, 80293, 80294 etc?
Lori Fitzgerald, Microsoft Dynamics replied publicly: Hi Gill - that content will be available in the Oct/Nov time frame.

Attendee posted: probably you will explain this in this session, just could not wait to know is global search available in crm2013
Stephanie Dart, Microsoft Dynamics replied publicly: Yes for the tablet apps, not yet for web client.

Attendee posted: Hi, Are we going to impose license type restrictions via the application for both On Prem and Online instead of a traditional trust model?
Lori Fitzgerald, Microsoft Dynamics replied publicly: Hi Craig - Hang on for a while. We have a great presentation coming on pricing and licensing

Attendee posted: Stephanie, you said that CRM 2013 could help sales managers measure sales velocity. Does that mean there is a feature that records the elapsed time between sales stages? Or are you referring to something else?
Stephanie Dart, Microsoft Dynamics replied publicly: audit trail can time stamp the change in sales stage

Attendee posted: So can we report on the audit history now?
Stephanie Dart, Microsoft Dynamics replied publicly: yes

Attendee posted: Assuming this navigation and dashboards are replicated for Service/Cases
Stephanie Dart, Microsoft Dynamics replied publicly: yes

Attendee posted: In addition to Yammer, does it support any other social sites (Facebook, LinkedIn etc.)?
Stephanie Dart, Microsoft Dynamics replied publicly: not at this time

Attendee posted: What technology is driving the the yammer-like conversation on the right-side? Is it OOTB or requires integration with another service?
Stephanie Dart, Microsoft Dynamics replied publicly: OOTB if you have Yammer login

Attendee posted: Mobile capabilities are available for both CRM on-line and on-premise ?
Stephanie Dart, Microsoft Dynamics replied publicly: yes both, on-prem IFD onlyMuthu:

Attendee posted: re: other social sites...customer's will still have the ability to add FB, Twitter, etc. via an iFrame, right?
Stephanie Dart, Microsoft Dynamics replied publicly: yes

Attendee posted: Is it available in spanish?
Stephanie Dart, Microsoft Dynamics replied publicly: sorry, is what available in Spanish?

Attendee posted: Will this new 2013 UI can be changed to current 2011 view, is there any option?
Stephanie Dart, Microsoft Dynamics replied publicly: Look and feel will convert to 2013 but customizations will be maintained. process is optional.

Attendee posted: mobile is only for sales ?
Stephanie Dart, Microsoft Dynamics replied publicly: read/write for key sales entities, read-only for some other entities (e.g. cases), supports custom entities.

· Muthu:

Attendee posted: still have the ability to have multiple mobile form "views" based on role?
Stephanie Dart, Microsoft Dynamics replied publicly: For this release there will be one mobile dashboard. In future releases we'll expand to multiple

Attendee posted: Where can I find info on mobile app customisation options / capabilities?
Stephanie Dart, Microsoft Dynamics replied publicly: The technical track has a session on mobile which covers customization. Replay will be posted so you can view that session.

Attendee posted: Dynamics CRM 2013 is available in which languages?
Stephanie Dart, Microsoft Dynamics replied publicly: For the web client there are no changes to languages available. Mobile app is six languages.

· Stephanie Dart, Microsoft Dynamics:

Attendee posted: Is there any way to specify how much offline data can be cached or how many records?
[[REPLY:] No, cache size can not be customized

Attendee posted: can we read/write custom entities on the mobile devices?
Stephanie Dart, Microsoft Dynamics replied publicly: yes

Attendee posted: drill down is available on offline mode ?
Stephanie Dart, Microsoft Dynamics replied publicly: yes. data previously viewed and cached will be displayed.

Attendee posted: Is offline mode available in mobile app for windows 8 and iPad? or just win8?
Stephanie Dart, Microsoft Dynamics replied publicly: offline for tablet apps: iPad and Win8. For phones only windows phone

Attendee posted: Offline access on Tablets is only for recently accesses records? How many will be displayed - last 3 or 5 or 10?
Stephanie Dart, Microsoft Dynamics replied publicly: depends. pinned records are also cached.

Attendee posted: When will be able to start testing client's customisations, especially for those who are online so will be upgraded at a predefined time?
Stephanie Dart, Microsoft Dynamics replied publicly: beta if they are participating, then release date

Attendee posted: Regarding the process UI, do you mean that if the customer installs new Dynamics 2013(not upgrade) they can choose if they use process UI or the classic UI?
Stephanie Dart, Microsoft Dynamics replied publicly: They can choose if they want to expose process. New UI (look and feel) is not optional

Attendee posted: will mobile express still be available with CRM 2013 or it became obsolete?
Stephanie Dart, Microsoft Dynamics replied publicly: It will be replaced by phone app

Attendee posted: is there any changes in reports in this version?
Stephanie Dart, Microsoft Dynamics replied publicly: No

Attendee posted: so, when the Chinese language of App could be ready to the market?
Stephanie Dart, Microsoft Dynamics replied publicly: Web client will have same languages as 2011. mobile client only 6 at launch. More in subsequent releases, but I don't have more detail than that

Attendee posted: Can we integrate/customize a map such as bing map or google map on mobile app?
Stephanie Dart, Microsoft Dynamics replied publicly: IFRAME and web resources will not be supported at launch, but we are working on supporting them in future release

Attendee posted: Is marketing pilot available as a additional SKU priced item or is bundled in CRM 2013
Christopher Dunagan, Microsoft Dynamics replied publicly: MarketingPilot is available as a separate SKU, and is not included with Dynamics CRM 2013

Attendee posted: Is there a mobile ui configurator in the Setting module? Are the App for Tablet and the HTML5 App for Phone sharing the coding ?
Stephanie Dart, Microsoft Dynamics replied publicly: mobile config flows from web form definitions. not shared between tablet and phones.

Attendee posted: Marketing pilot only online ? does it supporting Arabic ? \
Christopher Dunagan, Microsoft Dynamics replied publicly: MarketingPilot is only available On Line

Attendee posted: Where can I find info on mobile app customisation options / capabilities?
Stephanie Dart, Microsoft Dynamics replied publicly: mobile app customization flows from web forms

Attendee posted: Thinking about the Outlook integration...will the new UI be as intuitive as it is today, or will it kick out to a portal view/app when a CRM record is selected?
Stephanie Dart, Microsoft Dynamics replied publicly: new UI will show up in Outlook same as 2011 UI does

Attendee posted: do we need to rework on workflows and triggers?
Stephanie Dart, Microsoft Dynamics replied publicly: No

Attendee posted: Can you have more than one "Process UI" type of interface in CRM 2013. i.e. are you defined to only one "Process UI" or if you have mutliple departments can you leverage the Process UI to develop unique processes across multiple departments?
Stephanie Dart, Microsoft Dynamics replied publicly: You can have multiple processes within an organization. Only one per specific record.

Attendee posted: MarketingPilot is only available On Line? - Does that mean that on premises customers will never get it, or will get it later?
Christopher Dunagan, Microsoft Dynamics replied publicly: MarketingPilot will work with OnPrem as well as OnLine, but is only an OnLIne service

Attendee posted: The Mobile CRM apps only for Windows 8 platform? any other platform compatible?
Stephanie Dart, Microsoft Dynamics replied publicly: tablet - win 8 and ipad. phone - windows, iphone and android

Attendee: Marketing Pilot.. is more towards social media? is there any improvement for Email Marketing tracking?
Christopher Dunagan, Microsoft Dynamics replied publicly: MarketingPilot supports both Social and Email

Attendee posted: free trial will be there for mobile apps or not ?
Stephanie Dart, Microsoft Dynamics replied publicly: Free trial for CRM Online as it is today. customers can download mobile app and connect to a trial account

Please post your comments. Based on your interest, i will release part 2 with other set of Q and A.

Thanks and Enjoy !!!!!!!!

Dynamics CRM Beginners

Thursday 1 August 2013

Microsoft Dynamics CRM Training Blitz Day today- Q & A Coverage - Part 1

No comments:

Post a Comment

About Me

Did you like this Post

Followers

Blog Archive