Microsoft Dynamics CRM Online and KEY BENEFITS Microsoft Office 365 The Power of Cloud Productivity Increase business productivity with familiar, intelligent, and Equipping people with collaborative tools that are easy to use, easy to connected tools. access, and work well together drives their productivity. Microsoft Dynamics • Access the combined CRM Online and Microsoft Office 365 pair together to unlock this power of offerings of Office 365 and Microsoft Dynamics CRM while productivity. The results are enriched customer relationships, streamlined online and mobile from just a business processes, and improved communication and collaboration across the web browser. For Office users, enterprise. the familiarity of Microsoft Outlook becomes the primary Microsoft Dynamics CRM Online provides a powerful and easy-to-use customer interface for Microsoft relationship management (CRM) solution delivered through the cloud, to Dynamics CRM. help organizations improve marketing effectiveness, boost sales, and enrich Maximize efficiency through team communication and collaboration. customer service interactions quickly and cost-effectively. • Use the integration of Office Microsoft Office 365 delivers familiar Microsoft Office solutions via the cloud 365 and Microsoft Dynamics CRM to create customer, so that you can access email, contacts, documents, shared calendars, presence opportunity, and competitive- information, web meetings, team sites, and more--anytime, anywhere. specific SharePoint sites. The synergy provided by deploying these two solutions alongside one another • Empower users to work collaboratively on key business delivers true cloud-based productivity by leveraging the natural integration documents. points of Microsoft Dynamics CRM Online and Office 365. • Easily share critical customer information and history across the organization. Reduce costs and increase agility “Achieving productivity gains requires changing the way people with the cloud. work so they work smarter, achieve more, deliver greater quality, • Mitigate the overhead of and realize the value of their efforts. administering servers in support of critical business applications by moving to the MARK MCDONALD cloud. Gartner • Benefit from automatic upgrades across Microsoft Dynamics CRM and Office 365 • FAMILIAR: Empower users through natural, productive, and insightful to drive productivity. experiences that span CRM and Office applications. • Scale the solution up or down in response to business • INTELLIGENT: Facilitate informed decisions and operational efficiencies through real-time analytics and streamlined business processes across the business spectrum. • CONNECTED: Maximize the value of business relationships and systems by connecting people, processes, and ecosystems across Microsoft Dynamics CRM Online and Office 365. • INTEGRATED: Boost the efficiency of integrated information-sharing and collaboration solutions including the Microsoft SharePoint®, Microsoft Exchange Server, and Microsoft Lync™ Server components of Office 365. Minneapolis • Dallas • Chicago Columbus • Omaha • Philadelphia 612. 339. 3355 • 866. 770. 3355 powerobjects.com SELECT MICROSOFT DYNAMICS CRM ONLINE CAPABILIITIES Microsoft Dynamics CRM Online: Made Better with Microsoft Office 365 MARKETING Combine familiar Microsoft Office applications with a powerful CRM solution • Directed and mass email capabilities to improve marketing effectiveness, boost sales, and enrich customer • Data import and cleansing service interactions. Microsoft Dynamics CRM equips business professionals • Easy-to-use segmentation with access to customer information through a familiar Microsoft Outlook tools • Holistic lead tracking and experience, which helps ensure rapid user adoption and fast results. management • Powerful campaign planning And with Microsoft Dynamics CRM Online, you get the same powerful CRM and execution • Automated response tracking software delivered as a cloud service from Microsoft, enabling affordable, • Closed-loop marketing analysis scalable, reliable access, and a financially backed Service Level Agreement and reporting (SLA). Best of all, Microsoft Dynamics CRM Online amplifies and accelerates the SALES value of your Office 365 investment. • “Lead to Cash” visibility CRM THAT IS NATURAL AND PERSONAL • Sales planning and territory management Provide your staff with software that empowers them through natural, • Seamless lead management • Comprehensive opportunity productive, and insightful experiences. Microsoft Dynamics CRM gives your tracking and management user a native Outlook client (included in select Office 365 subscriptions) that • Real-time sales forecasts and pipeline reports provides CRM capabilities through an interface that is easy to customize to • Streamlined sales processes their unique needs. • Mobile productivity INFORMATION THAT IS INSIGHTFUL AND ACTIONABLE CUSTOMER SERVICE • 360-degree customer view Achieve business insight and make better-informed decisions using real- • Knowledge tracking and time analytics that put information at your fingertips. Microsoft Dynamics sharing CRM together with the collaboration capabilities of Office 365 (SharePoint • Streamlined case management • Guided dialogs and call scripts and Exchange) helps everyone across the organization make better use of • Powerful service scheduling information with analytics and visualizations that fit into the context of your • Streamlined processes and escalations people’s everyday work and helps drive better decisions. • Self-service portal capabilities • Integrated call-center desktop AN ORGANIZATION THAT IS COLLABORATIVE AND UNITED EXTENDED CRM Build connections across people, processes, and ecosystems, allowing your • Drag-and-drop customization business to maximize the value of its relationships and systems. Microsoft • Contextual analytics Dynamics CRM provides collaborative, team-based CRM capabilities tightly • Robust workflow engine integrated with the communications and document management tools of • Advanced personalization • System-wide auditing and Office 365. field-level search • Role-based forms DRIVE SALES EFFICIENCY • Solutions management console Streamline approvals, automate manual tasks, and enforce best practices • Powerful developer tools across the sales organization. With powerful workflows, guided sales dialogs, and streamlined goal tracking, Microsoft Dynamics CRM helps your sales organization consistently implement best practices and streamline the sales process. Minneapolis • Dallas • Chicago Columbus • Omaha • Philadelphia 612. 339. 3355 • 866. 770. 3355 powerobjects.com SELECT MICROSOFT OFFICE 365 INNOVATIONS Microsoft Office 365: Made Better with Microsoft Dynamics CRM Online Office Professional Plus Be free to work where and when you choose with Microsoft Office 365, • Complete Office experience extended by the power of Microsoft Dynamics CRM Online. with services integration in Office 365 • Outlook becomes the primary CRM user interface Improved man- • Simplified web access to Office, without the need • Simplified user setup to administer back-end servers. • Always the latest version of the agement and application control of Micro- • Flexibility in licensing means the right license for • Familiar Office user experience every type of user, and the ability to adapt to to access services soft Office changing business needs. • Massively scalable, highly reliable, easy to access. Exchange New productiv- • New Office Professional Plus available as a sub- • Rich browser experience ity features and scription service, including Office Web Apps. • Improved inbox management capabilities* • New Lync Online combines instant communications • Integrated multi-mailbox and online meetings in a single service and enables search and retention policies • New personal email archiving “presence” within Microsoft Dynamics CRM Online. and compliance capabilities • Improved SharePoint Online and Exchange Online • Email plus calendar services with new 2010 versions integrated with Microsoft for Dynamics CRM Online Dynamics CRM Online. • Rich browser experience. SharePoint * Not all features are available in all subscription plans. • New personal My Sites to store important documents, and share expertise • Greatly improved team and project sites COMMUNICATION AND COLLABORATION DRIVE PRODUCTIVITY • New extranet sites to share information securely Office 365 delivers the power of cloud productivity to businesses of all sizes, • New intranet sites to stay up- to-date on news and info helping to save time and money, and simplifying cross-application integration • Simple to create public-facing across Office 365 and Microsoft Dynamics CRM Online. websites • Integrated to Microsoft Dynamics CRM Online entities LYNC • Combines 1:1 text/voice/video chat with multiparty online meetings • Escalates conversations into impromptu online meetings with audio, video, and more • Simplified access for external meeting participants • Contact photos and activity feeds • Enables Lync Status across Dynamics CRM Online Minneapolis • Dallas • Chicago Columbus • Omaha • Philadelphia 612. 339. 3355 • 866. 770. 3355 powerobjects.com The Power of Productivity Microsoft Dynamics CRM Online and Office 365 provide a familiar and integrated experience that helps reduce training and development time so you see an immediate return on investment (ROI). Integration with Microsoft technology helps mitigate the risk of ongoing integration costs and maximizes your overall investment in Microsoft technology. Increase