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Welcome! explore Microsoft Dynamics CRM User Group (CRMUG®) Brisbane engage elevate Dynamics CRM 2015 Agenda 6:00pm MC Opens – Sanaullah Khan 6:05pm Notice Board 6:10pm Hear the Voice - Survey– Warren Davies 6:15pm Just 1 Tip – Derek Hughes 6:20pm Convergence 2015 – Russell Nankervis 6:55pm Open Mic 7:00pm Close explore engage elevate explore Notice Board Microsoft engage elevate explore engage elevate Hear the Voice explore CRMUG Survey Results March 2015 engage elevate Statistics • Sent to 116 members • Received 14 survey responses • Limited response pool for too much in-depth analysis, though useful indicative feedback explore engage elevate Q1: Rank preference for content Strong support for new releases NEW Strong support for “how to” focus on workshops (functional slightly higher) NEW Strong support for “deep dive” on major features Strong support for local Case studies Quick Tips are useful No need for more networking time explore engage elevate Q2: Would you be interested in presenting a topic? Majority unwilling to present, just attend explore engage elevate Q3: Suggestions for topics to be presented “How to” or Deep-dive Case Studies Case Studies, integration and interaction New Features New Features “How to” or Deep-dive New Features explore engage elevate Q4: How frequently have you attended? Monthly too frequent to attend all Perception content is too technical Appetite for mornings explore engage elevate Q5: Meeting schedule 1/3 preference for not Thurs evenings explore engage elevate Q6: What is the most appealing time? 1/3 preference for mornings explore engage elevate Q7: Any other comments More interaction and collaboration …. (a workshop?) explore engage elevate Summary / Plans • For 2015, trial a 3 month meeting cycle: • One month = Evening • i.e. April, July, October • One month = Breakfast • i.e. May, August, November • One month = “How to workshop” or “deep dive” • i.e. June, September • 1-2 hours duration, depending on topic. On a weekend? • Potentially more appealing and members could pick a “stream” or time that is more to their liking explore engage elevate explore engage elevate Just 1 Tip Derek Hughes Senior Consultant In Microsoft We Trust • Datacentres now in Australia • How “safe” is our data? www.microsoft.com/en-au/dynamics/crm-trust-center.aspx explore engage elevate Privacy • No Advertising/Scanning • No Mingling • Data Portability* explore engage elevate Transparency • Where Data is? • Who can access it? • What they access? • How (with notifications of changes) explore engage elevate Security • Experience • Security Development Lifecycle • Five Layers of Security • Data, Application, Host, Network, and Physical • Proactive Monitoring • Access Restriction explore engage elevate Standards and Verified • ISO 27001 • EU Model Clauses • Regulatory Compliance • Standard Data Processing Agreements (EU and US) • Even open about what isn’t supported/compliant explore engage elevate For Example “Office 365 and Microsoft Dynamics CRM Online do not support the processing, transmitting, or storing of PCIgoverned data, such as credit card numbers.” Microsoft Regulatory Compliance FAQ www.microsoft.com/online/legal/v2/en-us/MOS_PTC_Regulatory_Comp.htm • Anyone who claims otherwise… • Hasn’t read the compliance documentation explore engage elevate explore engage elevate The Show Microsoft Convergence 2015 Russell Nankervis CRM Consultant Why attend Microsoft Convergence Why attend Microsoft Convergence cont. Why attend Microsoft Convergence cont. Why attend Microsoft Convergence cont. Why attend Microsoft Convergence cont. CRM business by numbers explore engage elevate Major milestones in last year explore engage elevate Sales Marketing Customer Service The Customer Intelligent customer engagement explore engage elevate Strategic pillars of investments explore engage elevate Roadmap—galactic journey explore engage elevate
