Microsoft has confirmed its next update for Dynamics CRM will be released in Quarter 2, 2015.
No other CRM provider can match Microsoft's investment in research and development and that is reflected in the breadth of enhancements in this latest update!
Here's our pick of 8 Dynamics CRM Online improvements arriving soon...
#1 New CRM Navigation
The most visual improvement is a revised CRM navigation.
Featuring a new drop down panel listing each supporting category; users can instantly find and click the option they want.
Additional navigation enhancements including new buttons to view recently viewed records, switch between CRM sections and quick jump to form sections.
#2 CRM Themes
Adjust the colour scheme of the CRM user interface to match your own company branding and even personalise the user interface with your logo.
#3 New CRM Mobile Apps
Using the mantra, 'design one, deploy everywhere' Microsoft will release new mobile apps for a unified experience across all devices.
These add considerably more functionality to the mobile interface including user defined home pages, dashboards and business process flows.
CRM mobile apps are free for all users and work with iPhone, Android and Windows Mobile.
#4 Immersive Excel Integration
The new CRM update includes a
- Exports to Excel in 1 click - no more export wizard or warning dialogs
- Preserves the CRM view - retaining the same column width, field formatting and the Excel tab name matches the CRM view
- Exports more records - transfer up to 100k CRM records
- Works with Excel Online - export, analyze and make bulk edits and write changes back to CRM from the Excel Online
#5 New Exchange Folder Synchronisation
Improved Exchange and CRM integration enables users to track emails on any device and email application that supports Microsoft Exchange folders.
Using any Exchange folder in the Inbox, simply drag an incoming email to that folder and it’ll be tracked in CRM. Or, use Exchange rules to fully automate this process.
#6 OneNote Integration
Microsoft is enabling users to share more information in CRM with the introduction of embedded OneNote integration.
Use OneNote on any device to create notes containing text, drawings, photos and voice recordings; connect these resources to a CRM account, contact, opportunity, or any other CRM record.
With this new integration salespeople can take meeting notes in OneNote and save these to the appropriate CRM record.
#7 Microsoft Social Engagement
Microsoft Social Listening is changing to Microsoft Social Engagement (MSE).
As the name change suggests MSE extends from purely listening to help businesses to proactively engage with contacts through their social profiles.
The latest Social enhancements include:
- Collaborate and engage on social channels with new social center
- Engage over authenticated Twitter and Facebook accounts
- Create CRM actions, including cases and opportunities, directly from social posts including sentiment
- Measure topics that matter to you with social analytics
- Apply social filters for author, post type, assignee and labels
#8 Improved CRM Performance
Microsoft is rolling out several performance improvements to speed up the responsiveness of the application in the cloud. These include new data centres, reduced latency using the new Microsoft Edge network that Microsoft states will improve CRM Online performance by as much as 25%.
Finally, improved record form rendering will decrease load speed to make further improvements to the user experience.
CRM Online 2015 Update
Wow! That's a lot to look forward to and we can expect even more from Microsoft when they release their next major Dynamics upgrade later this year.
If you are already using Microsoft Dynamics CRM
As one of the UK's top rated Microsoft Gold partners Preact will help you gain maximum value from Dynamics CRM.
We’ll help you plan the next phase of your implementation, broaden your CRM user skills, answer your support questions and leverage more from your Microsoft Dynamics CRM.
A Gold partner since 2010, we are one of a select group of partners that have met Microsoft’s stringent criteria to earn this highest CRM and Cloud competency.
by Preact CRM - Microsoft Dynamics UK Gold Partner