Microsoft CRM Features. What s new in Dynamics CRM 2016

Transcription

1 Microsoft CRM Features What s new in Dynamics CRM 2016

2 Introductions Chuck Harris Senior Consultant Direct: Mobile: Tel: Fax: 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.

3 Overview Objective The objective of today s session is to give you a general understanding of the new features in Dynamics CRM Agenda Introductions About Dynamics CRM 2016 Update on CRM 2015 Dynamics CRM 2016 New Features Key Takeaways Questions

4 About Dynamics CRM 2016 Microsoft 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

5 Where it helps Companies 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

6 Update on 2015 Quick 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

7 Dynamics CRM 2016 New Features

8 CRM for Outlook New apps for CRM comes with a lightweight Outlook client that allows you to easily and quickly track an to a CRM record or see details about the contact right from within Outlook or Outlook Online.

9 CRM for Outlook

10 OneDrive for Business Share more with OneDrive 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.

11 OneDrive for Business

12 OneNote Integration Simple notes with OneNote Dynamics CRM 2016 adds a new integration into OneNote that allows you to easily access your important notes directly within CRM.

13 OneNote Integration

14 Mobile Enhancements There has been a number of enhancements to the mobile app such as interactive elements, offline mode, mobile form preview, and document management.

15 Mobile Enhancements Interactive Elements 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.

16 Mobile Enhancements Mobile Form Preview Dynamics CRM now offers us the ability to preview out forms on mobile devices both tablet and phone.

17 Mobile Enhancements

18 Mobile Enhancements Mobile Documents With CRM 2016, you can now access documents stored in SharePoint, OneNote or One Drive for Business from you mobile device.

19 Excel Templates On-Click 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.

20 Excel Templates

21 Word Templates On-Click 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.

22 Word Templates

23 Interactive Service Hub

24 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

25 Questions? Call or