Top 10 New Features in Microsoft Dynamics CRM 2015 : 1st Update

Companies using Microsoft Dynamics CRM will have the opportunity to implement Update 1! The update also code named as “Carina” from Microsoft. These update contains more functionality that allows companies to leverage out-of-the-box features. The following list is not in any order of preference because Microsoft Dynamics CRM is so flexible and has much to offer that it would be impossible for us to prioritize. 

# 1: Themes

The new update allows business enterprises to customize the themes, with options to change default colors and add a company’s logo as well. This would allow you to make your CRM to match your company’s uniqueness.

# 2: Main Menu Navigation

The main menu navigation in Dynamics CRM 2015 will look familiar and user-friendly to Microsoft Dynamics Marketing (MDM) users. The home icon present on the main menu is now replaced with a main menu option.

# 3: Recently Viewed or Pinned items

The update brings a new recently viewed icon on the top navigation bar, allowing users to quickly access most recent viewed or pinned items throughout the CRM system.

# 4: OneNote Integration

Users can now easily capture meeting details using OneNote from within CRM Online. This functionality allows the information to be available to other CRM Online users in the Social Pane.

# 5: Export to Excel Redesigned

In addition to replacing the wizard with a single click to download feature (as if that was not fabulous enough), the record limitation for both import and export has been increased to 100,000 records or 32MB!

# 6: Folder-level Email Tracking

The new upgrade empowers Exchange email users to establish a tracking folder, which drops incoming emails into the folder (automatically or manually), so that they can be tracked in CRM system.

# 7: Advanced Find Adds

With the new upgrade, Dynamics CRM users get an opportunity to access any type of information efficiently and hassle free.

# 8: Immersive Excel

Users on the go will love this functionality. When starting from a view, selecting Export to Excel and then Open in Excel Online you can quickly analyze or edit data in Excel Online.

# 9: System Administrator and Customizer Platform Improvements

·         The calculated fields get new functions

·         Business rules can now be set to null or removed

·         A date only field is now available

·         Create system rules that will automatically create or update a record based upon an incoming activity (such as an email)

# 10: Mobile on Smartphones

Windows Phone users can now use Cortana voice commands (yes, this means hands-free) and access CRM data! Additionally, the mobile app has been enhanced to provide the same mobile experience as CRM for tablets.

LRK BusinessSolutions LLP provides Microsoft DynamicsCRM solutions to clients for over 3 years now. The team is having 5+ years of experience in successfully undertaking and implementing projects of varied difficulties for host of clients. All MS Dynamics Consultants are certified by Microsoft.

To know more about Microsoft Dynamics CRM Services and EXCLUSIVE OFFERS, please contact us at: LRK Business Solutions LLP