Microsoft has made its “spring” Dynamics CRM and Dynamics Marketing update for online users available, company officials said last week.
New features in CRM 2015 Update 1 include:
CRM App for Outlook – This new Office App surfaces contextual CRM information in Outlook desktop and browser, making it easy for users to create new records directly from Outlook and to see relevant, contextual information such as sales activities, cases, and opportunities for the email sender.
Embedded OneNote – Salespeople can share information more easily with OneNote embedded inside Microsoft Dynamics CRM. They can create and view notes containing text, photos, voice, spreadsheets, and free-form drawings, all within the context of the account, opportunity, or any other record they are working on.
Immersive Excel experience – Microsoft provides the ability to conduct analysis in Excel, directly within Microsoft Dynamics CRM. This eliminates the frustration, time and effort required to switch between applications in the middle of completing a business process. Salespeople can now view sales data in familiar Excel spreadsheets, perform what-if analysis, and upload all the changes with one click, all while maintaining the sales workflow.
Mobile Phone App – Microsoft Dynamics CRM for iPhone, Android, and Windows Phone provides quick access to relevant information with just a few taps. Mobile users are guided by the same contextual business process, providing a consistent experience across devices.
In addition, they have delivered powerful capabilities for customers to extend and configure the mobile platform, such as Mobile SDK, Azure App Services for Mobile Apps, and Mobile Security with MAM.
Microsoft Power BI, with live dashboards and reports with drill-through, interactive, and powerful visual capabilities, helps people proactively improve and predict sales performance, campaign performance, service metrics, and customer satisfaction. The service also enables people to get answers fast with natural language Q&A. To help organizations get up and running quickly on Power BI, Microsoft provides out-of-the-box connectivity to Microsoft Dynamics CRM and pre-built Power BI Sales, Marketing, and Service Templates.
This release marks the start of Parature’s integration with Dynamics CRM for knowledge management. Customer service agents will have knowledge integrated into their daily service interactions out of the box, including the ability to both search and receive automated suggestions.
Microsoft Dynamics Marketing enables marketing teams to seamlessly span planning, execution, and measurement across channels. Marketers can engage customers one-to-one through a variety of different ways, build sales pipeline, and demonstrate the impact of marketing investments in real-time. They have delivered advanced capabilities across the board in email marketing, campaign management, lead management, lead nurturing, and analytics, including:
- Email marketing & lead management—With more robust support for double opt-in and contact duplication as well as advanced lead scoring modelling and analysis, marketers can deliver better qualified leads and more relevant interaction history to salespeople resulting in an increased return on marketing investments.
- Campaign management—We have made segmentation more powerful by supporting lead-based queries for marketing contacts. And we have enabled task sync (customizable fields to support tasks in CRM).
- TCO & performance—We have enhanced the service to make it easier to deploy, administer, and upgrade and have invested in our backend infrastructure to make it easier to scale and integrate.
To get more information about the features highlighted here, along with additional new capabilities, such as Email Tracking, Office 365 Groups, User Experience, and Platform enhancements, click here to download the release preview guide in PDF.