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Microsoft Dynamics CRM 2015 to Better Align Sales and Marketing

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With its next product release, Microsoft Dynamics CRM 2015 is fully-equipped with tools and capabilities to bridge the gap between marketing and sales. When sales and marketing teams are better aligned, the focus on the customer is strengthened, resulting in a stronger customer engagement. Check out highlights of the new release, slated to be available in the fourth quarter of 2014, below, or see Microsoft’s Release Preview Guide.


In today’s changing marketing landscape, more than half of CMOs still feel unprepared for the new environment. Microsoft Dynamics CRM 2015 can help manage marketing campaigns while offering a centralized look at the buying journey, which helps sales, marketing, and customer service agents to work together to provide the highest level of support and information to the customer.

The powerful new features in Microsoft Dynamics Marketing will make it easier to achieve the following marketing goals quickly and easily:

  • Engage customers one-to-one across channels
  • Build your sales pipeline
  • Demonstrate the impact of your marketing investments in real-time

Email Editor

Email Editor

Source (All Images): Microsoft Dynamics CRM 2015 Release Preview Guide

Marketers can use the new email editor to create emails from pre-defined templates, or design from scratch using an interactive drag and drop process or an advanced CSS and HTML editor.

Sales Collaboration

Sales Collaboration

The new Sales Collaboration Panel allows sellers to provide input into campaigns and targeting. With advanced visibility, sellers are able to target specific customers and receive alerts based on each interaction.


Enhanced sales features in Microsoft Dynamics CRM 2015 continue to improve sales processes, helping you to sell more, win faster, and drive results. Business process flows are further enhanced to implement complex business processes via a new branching capability. Improvements to cross-sell/up-sell opportunities make it easier for representatives to sell products more efficiently by bundling products and recommending related products automatically. Additionally, sales hierarchies bring real-time territory and forecasting data to representatives, allowing them quick access to revenue details, account ownership, and activity posts for each account.

Guided Sales Processes

Guided Sales Processes

Business process flows can now be configured to split into two branches: one specific to products, and the second for services. This split happens automatically after a common qualification stage, and is updated real-time.

Tablet Enhancements

Tablet Enhancements

New CRM for tablets enhancements are optimized to make on-the-go data more accessible, personalized, and synchronized. Flexible, role tailored dashboards and analytics are available on any Windows 8, iPad, or Android tablet and new records can be drafted offline and synchronized once reconnected.

Customer Service

Since today’s customers research their buying decisions on their own before contacting a retailer, it is crucial to deliver amazing customer service—while keeping cost of service low. Microsoft Dynamics CRM 2015 enables agents to provide efficient and effective service over the web, social networks, or by phone. Microsoft Dynamics CRM 2015 provides relevant, proactive, and personalized service, which builds customer loyalty, empowers agents, and drives resolution.

Case Management

Case Management

Flexible Service Level Agreements within Microsoft Dynamics CRM 2015 enable agents to track and analyze key metrics like First Response and Case Resolution. Agents can pause and resume SLA’s and track the time for which a case was on hold, ensuring SLA’s are met.


Microsoft Social Listening makes monitoring social media channels like Twitter and Facebook accessible and affordable. Users can track products, brands, competitors, and campaigns globally and in real time. This helps to better understand your customers and how your business performs online.

Microsoft Social Listening

Microsoft Social Listening

Microsoft Social Listening provides a consolidated reporting source to: analyze what people are saying about your brand, see posts from specific countries or regions, and listen to social conversations and analyze sentiment in various languages.

Stay Tuned

We will be providing more updates as more information regarding Microsoft Dynamic CRM 2015 becomes available. For more information regarding Microsoft Dynamics CRM, please email us at

Brianne Schaer is a Product Marketing Specialist at Ignify. Ignify is a technology provider of ERP, CRM, eCommerce, and Point of Sale software solutions to organizations. Ignify is winner/finalist of the worldwide Microsoft Partner of the Year Award in 2014, 2013, 2012 and 2011. Ignify has been included as the fastest growing businesses in North America for seven years in a row by Deloitte, Inc Magazine and Entrepreneur Magazine from 2007 to 2013.

by Ignify

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