There are four main areas of features within Dynamics CRM 2016 we go into detail on in the presentation:
- Service Enhancements
- Interactive Service Hub
- Knowledge Management (Within CRM)
- Case Enhancements
- Field Service (Field One)
- Reporting Enhancements
- Word Templates
- Excel Templates
- Added CRM On-Premise Features
- Navigation, Themes, Excel Export, Folder Level Tacking (Outlook)
- Integration
- CRM App for Outlook
- OneNote and Delve Integration
As seen in the Integration section we go into detail on what the Dynamics CRM Outlook App provides us. The CRM Outlook App can be used with Desktop or Laptop computers running Outlook 2013 or 2016, Outlook Web, along with any Windows Phone, iPhone or Android Phone. It is still a good idea to use a plugin, but this new feature really is an advantage for Outlook Web and mobile devices giving you more power and flexibility when on the go away from your desk to continue tracking data in Dynamics CRM.
Be sure to view our entire On-Demand presentation of
by Ledgeview Partners