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Thinking of deploying
Office 365 / SharePoint?
Paul Hasell
Microsoft Dynamics CRM Pre-Sales Consultant
Agenda
• What is “The Cloud”?
• What is Microsoft Office 365?
• Benefits of Office 365
• Adding value to Microsoft Dynamics
CRM
• Low cost IT
The Cloud is…
The InternetThe Cloud
=
A Cloud Service is…
Online Banking
Online Shopping
Email
Video Streaming
Social Networks
What is Office 365
OutlookStorageCommunicationsDynamicsOfficeReporting
Productivity across devices
100M Office for iOS
and Android
downloads
500M
for Android
downloads
82% of the Fortune
500 have Office 365
Enable effective virtual meetings
COMMUNICATE AND COLLABORATE WITHOUT
BORDERS
People can work like they’re all in one room. Skype Meetings
provides HD video, desktop sharing, co-authoring,
presentations and more.*
ENABLE SKYPE MEETING BROADCAST
Reach thousands for very large meetings. Attendees—even
external partners—can join from virtually any browser and
device.
*For HD calling, compatible HD hardware and broadband
connection with at least 4 Mbps required
EXTEND CONFERENCING OPTIONS
PSTN Conferencing increases meeting attendees’ options to
join calls, and simplifies management with a single vendor,
bill, and support channel.
Co-create and share content
STORE AND SYNC FILES
Use OneDrive for Business to securely store, sync, and share
work files from any device or platform.
CO-AUTHOR DOCUMENTS
Co-author documents like never before in Word, PowerPoint,
and OneNote.*
SHARE INFORMATION SECURELY
Integrated social networking and inline social experiences
across Office makes posting updates, docs, and emails easy.
Get fast, easy access to business analytics
BRING DATA TO LIFE
Power BI connects users to live data through easy-to-use
dashboards and provides interactive reports, while Visio
brings it all to life.
DISCOVER RELEVANT INFORMATION
Delve uses machine-based learning to surface personalized
content and create smart connections between people,
content, and conversations across Office.
MINE THE OFFICE NETWORK
Office Graph lets users navigate, discover, and search across
the organization to stay connected and informed on topics
that matter the most.
Execute projects faster
ORGANIZE TEAM COMMUNICATION
Office 365 Groups help users work together more effectively
by providing a shared inbox, calendar, document library, site,
and Yammer feed.
EVALUATE PROJECT VIABILITY
Capture new ideas with Yammer then use Project Online to
evaluate ideas and align against contributions of competing
requests.
SHARE PROJECT UPDATES
With Office 365 Groups and Office 365 Planner, users can
easily share project tasks, conversations, notebooks, and
content to track objectives and status.
Ensure security and compliance
ENABLE SECURE MESSAGING
Office 365 Messaging Encryption protects your data at rest
and in motion and lets users send secure, encrypted emails
to anyone.
ENSURE PRODUCTIVITY FROM ANYWHERE
Multi-factor Authentication allows people to securely access
content anywhere—even when away from the corporate
network.
REDUCE RISK OF LEAKING SENSITIVE DATA
Store, share, and secure information with confidence. Data
Loss Prevention is built in across Word, PowerPoint, Excel and
Outlook
Email Tracking
TRACK EMAIL ON ANY DEVICE
Client for desktop and browser plus a ‘Map to Folder’ feature
that can be used on any mobile email client
MONITOR TEAM MAILBOXES
Automatically track emails sent to team mailboxes in CRM
AUTO-CREATE ENTITIES IN CRM
Set rules to create any Entity type in CRM from an Email
Activity e.g.. Lead, Opportunity, Case
Calendar, Task and Contact Tracking
CRM APPOINTMENTS IN CALENDAR
Any appointment created in CRM to which you are invited will
appear in your Outlook calendar
CRM TASKS IN TASK LIST
Any Task created in CRM that is assigned to you will appear
in your Outlook Task List
SharePoint Storage
DOCUMENT MANAGEMENT
Store documents relating to CRM entities in SharePoint rather
than as attachments in CRM.
VERSION CONTROL
Take advantage of document versioning, check-in/out
COLLABORATE WITH COLLEAGUES
Documents can be shared with colleagues who do not have
access to CRM. Use collaborative editing to ‘brainstorm’ with
colleagues in real time.
Communications
CREATE A BUZZ AROUND YOUR CUSTOMERS
Keep your colleagues up-to-date with what’s happening
around key customers or projects.
COMMUNICATE WITH YOUR COLLEAGUES
Instant messaging, voice calls, video conferencing, screen
sharing and presentations. Communicate and collaborate on
documents in real time.
Marketing and Social
ENHANCED MARKETING EXPERIENCE
Planning, budgeting, digital assets, workflows, approvals, A/B
testing, email, social, events, lead scoring, nurturing,
analytics and more.
ANALYSE SENTIMENT
Listen on Twitter, Facebook, videos, blogs and news. Spot
trends and receive alerts on how people feel about your
products and services so that you can shape your messaging.
DRIVE ENGAGEMENT
Build deeper relationships by empowering staff to engage
with social communities on Facebook and Twitter.
Office
DOCUMENT GENERATION
Generate branded Word documents such as Quotes and
Orders with data from CRM.
ANALYSE DATA
Inject CRM data into Excel templates for advanced analysis
and reporting
MULTIMEDIA NOTES
Use the power of OneNote to collect rich text, drawings,
photos, video, audio and associate these with entities in CRM
Reporting
ADVANCED ANALYTICS
Connect to your CRM data from PowerBI to experience
advanced Dashboards and Azure ML powered plain text
queries
ANALYTICS OUT OF THE BOX
Content packs for Sales and Service provide ready made
dashboards to get you started
Power/Cooling
IT Labour
Support
Security
Maintenance/Patching
Disaster recovery
Backup
Traditionally Acquisition cost is
20% of IT Spend
Operating cost is 80% of
IT Spend
Hardware
Software
Facilities
Network/Comms
Management Tools
Some costs move above the waterline in an online service
model changing traditional budget dynamic
Lowering the cost of IT
Lowering the cost of IT
1 TB PER USER
50 GB MAILBOX
OFFICE ONLINE
SKYPE FOR BUSINESS
YAMMER
SHAREPOINT
300
FREE
Essentials
AS ESSENTIALS PLUS
OFFICE ON PC/MAC
OFFICE ON MOBILE
300
£1.30
Premium
AS ESSENTIALS
Unlimited
FREE
E1
AS PREMIUM PLUS
COMPLIANCE
DATA LOSS PREVENTION
BUSINESS INTELLIGENCE
Unlimited
£3.30
E3
Business Enterprise
© m-hance ltd 2015 m-hance.com
Any Questions?
Thank you for listening

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Thinking of deploying Office 365 and SharePoint? Introducing NfP 360 for Microsoft Dynamics CRM - Microsoft for Charities Event Ireland

  • 1. Thinking of deploying Office 365 / SharePoint? Paul Hasell Microsoft Dynamics CRM Pre-Sales Consultant
  • 2. Agenda • What is “The Cloud”? • What is Microsoft Office 365? • Benefits of Office 365 • Adding value to Microsoft Dynamics CRM • Low cost IT
  • 3. The Cloud is… The InternetThe Cloud =
  • 4. A Cloud Service is… Online Banking Online Shopping Email Video Streaming Social Networks
  • 5. What is Office 365 OutlookStorageCommunicationsDynamicsOfficeReporting
  • 6. Productivity across devices 100M Office for iOS and Android downloads 500M for Android downloads 82% of the Fortune 500 have Office 365
  • 7. Enable effective virtual meetings COMMUNICATE AND COLLABORATE WITHOUT BORDERS People can work like they’re all in one room. Skype Meetings provides HD video, desktop sharing, co-authoring, presentations and more.* ENABLE SKYPE MEETING BROADCAST Reach thousands for very large meetings. Attendees—even external partners—can join from virtually any browser and device. *For HD calling, compatible HD hardware and broadband connection with at least 4 Mbps required EXTEND CONFERENCING OPTIONS PSTN Conferencing increases meeting attendees’ options to join calls, and simplifies management with a single vendor, bill, and support channel.
  • 8. Co-create and share content STORE AND SYNC FILES Use OneDrive for Business to securely store, sync, and share work files from any device or platform. CO-AUTHOR DOCUMENTS Co-author documents like never before in Word, PowerPoint, and OneNote.* SHARE INFORMATION SECURELY Integrated social networking and inline social experiences across Office makes posting updates, docs, and emails easy.
  • 9. Get fast, easy access to business analytics BRING DATA TO LIFE Power BI connects users to live data through easy-to-use dashboards and provides interactive reports, while Visio brings it all to life. DISCOVER RELEVANT INFORMATION Delve uses machine-based learning to surface personalized content and create smart connections between people, content, and conversations across Office. MINE THE OFFICE NETWORK Office Graph lets users navigate, discover, and search across the organization to stay connected and informed on topics that matter the most.
  • 10. Execute projects faster ORGANIZE TEAM COMMUNICATION Office 365 Groups help users work together more effectively by providing a shared inbox, calendar, document library, site, and Yammer feed. EVALUATE PROJECT VIABILITY Capture new ideas with Yammer then use Project Online to evaluate ideas and align against contributions of competing requests. SHARE PROJECT UPDATES With Office 365 Groups and Office 365 Planner, users can easily share project tasks, conversations, notebooks, and content to track objectives and status.
  • 11. Ensure security and compliance ENABLE SECURE MESSAGING Office 365 Messaging Encryption protects your data at rest and in motion and lets users send secure, encrypted emails to anyone. ENSURE PRODUCTIVITY FROM ANYWHERE Multi-factor Authentication allows people to securely access content anywhere—even when away from the corporate network. REDUCE RISK OF LEAKING SENSITIVE DATA Store, share, and secure information with confidence. Data Loss Prevention is built in across Word, PowerPoint, Excel and Outlook
  • 12. Email Tracking TRACK EMAIL ON ANY DEVICE Client for desktop and browser plus a ‘Map to Folder’ feature that can be used on any mobile email client MONITOR TEAM MAILBOXES Automatically track emails sent to team mailboxes in CRM AUTO-CREATE ENTITIES IN CRM Set rules to create any Entity type in CRM from an Email Activity e.g.. Lead, Opportunity, Case
  • 13. Calendar, Task and Contact Tracking CRM APPOINTMENTS IN CALENDAR Any appointment created in CRM to which you are invited will appear in your Outlook calendar CRM TASKS IN TASK LIST Any Task created in CRM that is assigned to you will appear in your Outlook Task List
  • 14. SharePoint Storage DOCUMENT MANAGEMENT Store documents relating to CRM entities in SharePoint rather than as attachments in CRM. VERSION CONTROL Take advantage of document versioning, check-in/out COLLABORATE WITH COLLEAGUES Documents can be shared with colleagues who do not have access to CRM. Use collaborative editing to ‘brainstorm’ with colleagues in real time.
  • 15. Communications CREATE A BUZZ AROUND YOUR CUSTOMERS Keep your colleagues up-to-date with what’s happening around key customers or projects. COMMUNICATE WITH YOUR COLLEAGUES Instant messaging, voice calls, video conferencing, screen sharing and presentations. Communicate and collaborate on documents in real time.
  • 16. Marketing and Social ENHANCED MARKETING EXPERIENCE Planning, budgeting, digital assets, workflows, approvals, A/B testing, email, social, events, lead scoring, nurturing, analytics and more. ANALYSE SENTIMENT Listen on Twitter, Facebook, videos, blogs and news. Spot trends and receive alerts on how people feel about your products and services so that you can shape your messaging. DRIVE ENGAGEMENT Build deeper relationships by empowering staff to engage with social communities on Facebook and Twitter.
  • 17. Office DOCUMENT GENERATION Generate branded Word documents such as Quotes and Orders with data from CRM. ANALYSE DATA Inject CRM data into Excel templates for advanced analysis and reporting MULTIMEDIA NOTES Use the power of OneNote to collect rich text, drawings, photos, video, audio and associate these with entities in CRM
  • 18. Reporting ADVANCED ANALYTICS Connect to your CRM data from PowerBI to experience advanced Dashboards and Azure ML powered plain text queries ANALYTICS OUT OF THE BOX Content packs for Sales and Service provide ready made dashboards to get you started
  • 19. Power/Cooling IT Labour Support Security Maintenance/Patching Disaster recovery Backup Traditionally Acquisition cost is 20% of IT Spend Operating cost is 80% of IT Spend Hardware Software Facilities Network/Comms Management Tools Some costs move above the waterline in an online service model changing traditional budget dynamic Lowering the cost of IT
  • 20. Lowering the cost of IT 1 TB PER USER 50 GB MAILBOX OFFICE ONLINE SKYPE FOR BUSINESS YAMMER SHAREPOINT 300 FREE Essentials AS ESSENTIALS PLUS OFFICE ON PC/MAC OFFICE ON MOBILE 300 £1.30 Premium AS ESSENTIALS Unlimited FREE E1 AS PREMIUM PLUS COMPLIANCE DATA LOSS PREVENTION BUSINESS INTELLIGENCE Unlimited £3.30 E3 Business Enterprise
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