Very often you need to have a nice and quick Microsoft Dynamics CRM 2011 demo environment either for a presentation, a Pre-Sales demo for a bid or in response to an RFI or RFP.
This post is covering what I believe is the ideal demo environment and how you can do it quickly.
In my view, the ideal environment will have at least:
- CRM online instance integrated with
- SharePoint (Office 365) along with a
- Customer portal that is configured and contently managed within CRM and updates CRM directly,
- Bing Maps on the CRM Customer and Account forms (at least),
- Mobile Access to CRM
- Sample Data that can be presented in an elegant way on some powerful CRM Dashboards
- Some Social integration such as Twitter, Facebook and LinkedIn
- Lync and Skype integration within CRM for making calls.
Sounds a lot, right? Well, you can do a lot of this using Microsoft’s Demo Builder which is a great tool for anyone who wants to build a quick nice and clean demo with lots of features. You can find the Demo Hub or the Demo Builder: http://demobuilder.cloudapp.net
Using the demo builder you should achieve most of the points I mentioned above. To get the customer portal, I suggest you use the ADX Studios community version of their Portals (Customer & Partner Portals). You can access it through this link: http://demo.adxstudio.com.
As for the Mobile Access, I recommend using CWR Mobility demo solution and CRM Mobile Apps they built for iPhone, iPad, Windows Phone, Android and Blackberry. To get their demo solution, check this link: http://www.cwrmobility.com/mobile-crm-blog/enhancing-your-demo-builder-system-with-mobile-crm
The social integration can be achieved using InsideView which comes free with the Demo Builder. Just make sure you use the Demo Builder (Polaris version) if you want all the additional features. If you choose the Basic Empty Demo, you will get CRM and SharePoint with integration but without the additional features.
As for the Twitter, Lync and Skype Integration with Dynamics CRM, this will be the subject of a different post.
Do you have any additional recommendations for the “ideal” CRM demo? Please comment below with ideas, suggestions and any feedback on this post.
Hope this was useful.