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Microsoft CRM Features What’s new in Dynamics CRM 2016
Microsoft CRM Features
What’s new in Dynamics CRM 2016
Chuck Harris is a senior consultant with the BDO Solutions practice. He specializes in the planning and implementation of Microsoft Dynamics CRM for marketers. Chuck has over ten years of digital marketing experience around strategy, design, planning and automation. His main goal is to make the lives of marketing teams easier through tools and automation while also empowering them to create smarter and richer campaigns that provide added value to their customers through the use of big data. Chuck also focuses on Microsoft Dynamics CRM design and configuration.
Chuck HarrisSenior [email protected]: 905-946-3840Mobile: 416-318-5191Tel: 905 946 1066Fax: 905 946 9524
Introductions
Overview
ObjectiveThe objective of today’s session is to give you a general understanding of the new features in Dynamics CRM 2016.
Agenda• Introductions
• About Dynamics CRM 2016
• Update on CRM 2015
• Dynamics CRM 2016 New Features
• Key Takeaways
• Questions
About Dynamics CRM 2016Microsoft Dynamics CRM 2016 comes with a number of new and exciting features that companies can leverage to enhance their customer management experience. Some new features include:• New Knowledge Base and Case Management• Mobile offline enhancements• Greater integration with Office
Where it helpsCompanies that are looking for a better service and case management experience – both internally and for their customers
Companies looking for easier Excel and Word integrations
Companies that are looking for a more mobile workforce
Update on 2015Quick update on some of the new features from CRM 2015:• If/then enhanced business rules
• Calculated and Rollup Fields
• Offline mobile access
• Branching logic within Business Process Flows
• Visual hierarchy
• Product families, bundles, relationships and properties
• Multi-Entity Search
Dynamics CRM 2016New Features
CRM for OutlookNew apps for CRM comes with a lightweight Outlook client that allows you to easily and quickly track an email to a CRM record or see details about the contact – right from within Outlook or Outlook Online.
CRM for Outlook
OneDrive for Business
One Drive for Business has been integrated for CRM document management. It works like SharePoint and offers another great way to store and share documents.
Share more with OneDrive
OneDrive for Business
OneNote Integration
Dynamics CRM 2016 adds a new integration into OneNote that allows you to easily access your important notes directly within CRM.
Simple notes with OneNote
OneNote Integration
Mobile EnhancementsThere has been a number of enhancements to the mobile app such as interactive elements, offline mode, mobile form preview, and document management.
Mobile Enhancements
New interactive elements can be set up for touch displays to make it easier to edit data with your finger. Different field types offer different sets of elements.
Interactive Elements
Mobile Enhancements
Dynamics CRM now offers us the ability to preview out forms on mobile devices – both tablet and phone.
Mobile Form Preview
Mobile Enhancements
Mobile Enhancements
With CRM 2016, you can now access documents stored in SharePoint, OneNote or One Drive for Business from you mobile device.
Mobile Documents
Excel Templates
With Excel Templates, you can easily create rich templates that the entire organization can benefit from. Create system or personal templates with BI integration to easily dig into your data.
On-Click Excel Templates
Excel Templates
Word Templates
Dynamics CRM 2016 takes its integration with Word one step further with simple, one click document generation through Word Templates.Create your template once with embedded dynamics content and use it again and again.
On-Click Word Templates
Word Templates
Interactive Service Hub
Key Takeaways• Mobile is front and center with lots of new features• Service is all the rage in the Interactive Service Hub
and Knowledge Base• There is still a focus on bringing better interaction
between CRM and Office• Less clicks, with more power with Excel and Word
Templates• Outlook has been simplified with the new CRM
Outlook app
Questions?Call 905-318-5191 or email [email protected]
