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Beringer Technology Group

Microsoft Dynamics CRM 2015 Release Preview : Platform Features

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Microsoft recently announced the upcoming release of Microsoft Dynamics CRM 2015, Microsoft Dynamics CRM Online (2015 Update), Microsoft Dynamics Marketing (2015 Update) and Microsoft Social Listening (2014 R2) that will further allow customers the ability to deliver amazing customer experiences. Dynamics CRM 2015 is a major release that will be delivered to online customers as a customer driven update and to on-premises customers as version 7.0. Microsoft Dynamics Marketing will be delivered as a manual update.

This part 2 of a 5-part blog series describing these new features.

1. Search – New Advanced Find option to do specific filtering of results based on specific record types.

2. Sync more types of information between CRM and Outlook or Exchange – Additional sync for contact and task fields, assigned tasks and appointment attachments. Easily view which fields are being synchronized. Easier admin management enable/disable/configure fields sync.

3. New Configuration Wizard makes it easy to configured CRM for Outlook – redesigned configuration wizard for the Outlook client with easier management of multiple CRM organization connections.

4. Business Rules – easier implementation of business logic across all CRM records and changes; more complex rule structure; options for default field values to automate form population.

5. Business Process Flows – Client API for business process flows allows full Javascript coding on active and enabled processes.

6. Calculated Fields – operations on field values are now possible without coding.

7. Business Rules Editor Improvements – more complex rule logic with AND, OR and If-Else branching; rules now applied across all client devices.

8. Capture key business metrics with Rollup fields – for related entities with 1:1 relationships, rollup from child to parent records, calculations through recurring system job.

9. Field level security for Out of Box fields – easier application of field-level security.

10. Compatibility – Up to date view of new and planned compatibility testing results: http://support.microsoft.com/kb/2669061

If your business wants to make the most out of Microsoft Dynamics CRM, the updates found within the 2015 release and future releases, contact Beringer Associates today, a Microsoft Gold Certified Partner.

For the full Microsoft Dynamics CRM 2015 Pre-Release guide, click here.

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