What s new in Dynamics CRM 2016?

Transcription

1 What s new in Dynamics CRM 2016? David Jennaway, Head CRM Architect, CRM MVP core.co.uk 24 March 20160

2 Agenda Core s expertise My role within Core New features of CRM 2016 Navigation and user-interface enhancements Microsoft Office integration Mobile access Solution management Wrap up and Q & A 1

3 Core s Expertise 2

4 Microsoft Dynamics CRM Experts Worked with CRM since UK Launch in successful CRM Implementations 3

5 My role within Core Head CRM Architect Technical Aspects Architect for integration work Design authority Project Aspects Overall project approach Scoping, planning and review Development Aspects Ensuring technical and project Best Practice Ongoing CRM product awareness Managing Core components and reuse 4

6 Navigation and user-interface enhancements Many came with CRM 2015 Update 1 (Online only), but are now available for each deployment option in CRM 2016 Navigation improvements Navigation area improvements Recently viewed items and pinning Form navigation Logos and themes Allows changes to look and feel of CRM Interactive Service Hub Alternate UI optimised for case management Currently limited to case and knowledge-base entities 5

7 Demo Navigation Improvements core.co.uk

8 Microsoft Office Integration Excel Templates Configurable templates for analysis / editing of records in Excel Considerably extends the options for repeated data manipulation in Excel Word Templates Configurable templates for output of records, including child records in tables Can replace complex rendering that would previously require reports or 3 rd party add-ins Folder-level Tracking Alternate means to track s by moving them to folders CRM Online and Office 365 Integration with Delve for search displayed on a CRM dashboard OneDrive for Business as alternate document store Integration with OneNote 7

9 Demo Word and Excel Templates core.co.uk

10 Mobile Integration UI Support for Phones and Tablets Calendar control to replace views Various graphical controls to view / manipulate data on forms Configure which entities and form elements are available in mobile devices Support for IFrames (aka mash-ups), including reactive design Development Support Form preview for phone and mobile form factors Form script support for mobile controls 9

11 Demo Mobile Controls and Preview core.co.uk

12 Solution management Scene Setting Solutions are used to deploy changes between environments e.g. between Development, Test and Live Iterative approach to projects requires frequent deployment of updates during implementation Following go-live, there is often a split between simple customisations that can be implemented directly in Live, and more complex changes that go through Development, Test and Live Previous CRM versions had some limitations with solutions Added to the overhead of solution deployment Made it difficult to enforce which changes could be made in which environment Often required three-step approach to combine changes 11

13 Solution management Issues with previous CRM versions Managed solutions had significant dependency problems No support for component removal with unmanaged solutions Granularity at the entity level e.g. a whole entity s customisations had to be deployed CRM 2016 improvements Resolution of dependency issues/bugs in managed solutions Patching facility, including uninstall of patches Can deploy individual entity components e.g. one form, or one field 12

14 Find out more Dynamics CRM 2016: The end-to-end Sales & Marketing tool 12 th May London Dynamics CRM for effective Marketing Dynamics CRM for effective Sales Integration with other applications (ClickDimensions, InsideView, Outlook, Excel, SharePoint, etc.) Register 13

15 The End Thank you core.co.uk