When Microsoft recently updated its Dynamics CRM roadmap, one thing became quite evident, they want to be sure this system helps users attract, retain and engage customers. Some of the forthcoming updates to be revealed thus far include:
- A greater focus on marketing automation—As you may have heard, Microsoft recently acquired MarketingPilot, an integrated marketing service that provides insight from the customer perspective, to help marketers strategize and decide which markets to go after, how to allocate available resources, and execute a campaign across various channels.
- “Flow” user experience—This new user experience will be even more tailored to a user’s specific role and integrate several Microsoft services into Dynamics CRM, providing a more complete picture of the available information. For example, as a sales rep types in a lead’s name, Dynamics CRM will begin suggesting existing names and once the name field is populated, other areas of the lead screen will respond by populating themselves with relevant data about the person, or company, including geographic data from Bing Maps, Skype or Lync dialing links, and available social data, which will be updated in real time.
- Windows 8 tablet interface—will offer a clean, uncluttered interface with touch actions such as sliding horizontally to expose additional columns, giving users easy access to a broad range of data stored in their Dynamics CRM system, including activity feeds, related documents (like a quoting spreadsheet that appears automatically when a product is selected in a new opportunity).
- Windows 8 tiles—Users will have the option to create a tile, displayed on their Windows 8 home screen for a Dynamics CRM opportunity. These tiles will continuously scroll through relevant data and updates, making it easy for users to stay up to date on the opportunities they’re responsible for.
Want to learn more about these upcoming Microsoft Dynamics CRM updates? Check out this MSDynamisWorld article. Note: Free registration required.
Which of these new features are you most excited about? What else do you wish they’d add to Dynamics CRM? Share your thoughts in the comments.
By: Laura Heinbockel, Intelligent Technologies, Inc., a NC Microsoft CRM partner