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Hold on to your seats! Dynamics CRM 2015 is coming!

It has been a few days that Microsoft has announced the next major release of its Dynamics group of products – Microsoft Dynamics CRM 2015. You might be thinking, isn’t it too early? But I say, instead it’s time to get to know the new exciting features that Dynamics CRM 2015, codenamed ‘Vega’, has to offer! I am excited, what about you? Let’s explore!

Hold on to your seats! Dynamics CRM 2015 is coming! - Image 01
Hold on to your seats! Dynamics CRM 2015 is coming! – Image 01

The first thing you might want to do is get the official release guide by Microsoft. Nothing explains the new features better than the Dynamics CRM 2015 Release Preview Guide. Additionally, here’s another article by Microsoft to inform all about what to expect in CRM 2015. If you’re an Administrator, here’s something that might interest you as well.  Yet another article What’s New in CRM 2015 throws some more light on the upcoming features. Details about the following topics are present in the Release Preview Guide:

  • Microsoft Dynamics CRM 2015
  • Microsoft Dynamics CRM Online (2015 Update)
  • Microsoft Dynamics Marketing (2015 Update)
  • Microsoft Social Listening (2014 R2)

The Dynamics CRM 2015 (for both on-premise and online) would be rolled out as one, whereas the Marketing update would be rolled out separately.

Dynamics CRM 2015 New Features

To quote Microsoft – “Dynamics CRM continues to deepen its interoperability with Microsoft’s leading productivity applications, including Microsoft Office 365, Yammer, Lync, Skype, SharePoint and Power BI for Office 365.” Here’s a quick peek on the new features that would be a part of Dynamics CRM 2015, Marketing 2015 Update and the Social Listening 2014 R2 Update.

First and foremost, the features for the 3 modules in Dynamics CRM:

  • Marketing
    • Multi-channel Marketing: helps organizations streamline campaign creation and improve segmentation with graphical email editing, A/B and split testing, integrated offers and approval workflows.
    • Email Editor: ability to use an interactive drag and drop build process or an advanced editor for the CSS & HTML experts when creating an email from scratch. From the images provided by Microsoft, it also seems you have a live preview options for a range of devices like tablets, mobiles, desktop with different orientations! Yay!
    • Campaign Management Console: enhanced to include complex multi-condition triggers to fine tune responses, embedded cross campaign offers and running A/B tests that are multi-objective with results displayed via in place real-time analytics.
    • Integrated Social Listening: integrated transactional and social insights with analytics summary. Time to welcome widgets in Dynamics CRM =).
    • Sales Collaboration: new Sales Collaboration Panel which allows sellers to provide input into campaigns and targeting. (The Campaign Calendar looks kick-ass!).
    • B2B Marketing: improved lead management capabilities with webinar integration and lead scoring, including the ability to introduce multiple lead scoring models.
    • Marketing Resource Management: new Marketing Calendar and improved collaborative marketing with click to call capabilities from Lync.
    • Internal Process Automation: easy design of approval processes and enhanced status tracking.
    • Geographical Expansion: Dynamics Marketing has been extended to include Japan and Russia as well.
Hold on to your seats! Dynamics CRM 2015 is coming! - Image 02
Hold on to your seats! Dynamics CRM 2015 is coming! – Image 02
  • Sales
    • Guided Sales Processes: enhanced branching logic, automation of business processes and enforcement of business rules across all devices; branch selection is done automatically, in real-time based upon rules defined during the process definition.
    • Product Families: new product attributes facilitate bundling products and recommending related products for cross-sell/up-sell and hence simplify and minimize product management. Another great feature is getting suggestions for cross-selling and up-selling, and recommendations for accessories or substitutes right on the opportunity form.
    • Sales Hierarchies: Microsoft has heard our requests finally and introduced hierarchal visualizations for accounts, products and users. Not only that, you also get to see the important figures like revenue, contacts associated with it and other tiny bits of information that even make it a wow factor! And guess what, hierarchal visualizations are also available for mobiles! What more could you want? =)
    • CRM for tablets enhancements: CRM for tablets has been enhanced to increase sales productivity with flexible, role tailored dashboards and analytics, personalized home pages and the ability to navigate by hierarchy, as well as improved support for disconnected scenarios.
Hold on to your seats! Dynamics CRM 2015 is coming! - Image 03
Hold on to your seats! Dynamics CRM 2015 is coming! – Image 03
  • Customer Service (Service)
    • Case Management: in addition to the improvements made in Dynamics CRM 2013 to the Case Management with SLA and other enhancements, Dynamics CRM 2015 further improves the case management capabilities to allow agents to pause and
      resume SLA’s and track the time for which a case was on-hold or waiting on customer to ensure SLA’s are met.
Hold on to your seats! Dynamics CRM 2015 is coming! - Image 04
Hold on to your seats! Dynamics CRM 2015 is coming! – Image 04

Dynamics CRM 2015 has also laid some serious stress on the Social aspect and hence has improved the social listening tools. In fact, Microsoft Social Listening is a new tool that can help you manage social listening channels like Facebook and Twitter. Following are the salient features:

  • Ability to add news to your search topics and analyze what people are saying.
  • Use location filters to narrow your data set and to see posts from specific countries or regions by creating and managing location groups that allow efficient data filters.
  • Listen to social conversations in 19 languages: Arabic, Chinese, Danish, Dutch, English, Finnish, French, German, Greek, Hebrew, Italian, Japanese, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish and Thai and analyze sentiment in six languages: English, French, German, Portuguese (Portugal), Spanish and Italian.
Hold on to your seats! Dynamics CRM 2015 is coming! - Image 05
Hold on to your seats! Dynamics CRM 2015 is coming! – Image 05

And finally, the most interesting (this is what gets me excited like crazy xD) section – the Platform level enhancements.

  • Improved Advanced Search: get the Advanced Search icon directly from the Navigation Bar (instead of going to a specific module and opening it). Also, you can use asterisk (*) as wild card character to make searches. Now that’s something really cool! Well, there’s something even more awesome, it allows you to multi-search for up to 10 configurable entities.
  • More Information synchronized between Outlook or Exchange and CRM: now you can synchronize additional information like “Additional contact and task fields”, “Assigned tasks” and “Appointment attachments”; and what’s even better is Administrators can enable, disable and configure the direction of synchronization for these fields.
  • New Configuration Wizard for Outlook Connector: the Configuration Wizard for the CRM to Outlook Connector has been resigned making it easier to add and manage additional CRM organizations.
  • Enhanced Business Rules: service side execution of business rules, complex and richer business logic structures, support for default values and behaviors thus helping sales reps to pre-fill information when a new record is created are some new introductions in Dynamics CRM 2o13.
  • Client API for Business Process Flows: introduction of the Client API for business process flows, provides complete programmatic access (using JavaScript by developers) to active and enabled processes.
  • Introduction of Calculated Fields:  define a calculated field to contain values resulting from many common calculations, such as simple math operators, and conditional operations, such as greater than or if-else and many others. (This is something which I was really looking forward to).
  • Rollup Fields:  rollup fields are used to capture key business metrics at a record level from related entities with One-to-Many (1:N) relationships; and they are calculated by asynchronous system jobs. However, a maximum of 100 rollup fields can be defined within an organization and each entity can have no more than 10 rollup fields.
  • Field Level Security for OOB Fields: finally, Microsoft has enabled Field Level Security for Out Of The Box fields as well in addition to custom fields. It’s been a long time since we had been using unsupported database stuff to achieve the same, but not anymore!
Hold on to your seats! Dynamics CRM 2015 is coming! - Image 06
Hold on to your seats! Dynamics CRM 2015 is coming! – Image 06

So, that’s all to be known at this point of time based on the information released by Microsoft. I am just guessing that the Partners have already started getting the beta versions for Dynamics CRM 2015 so they can explore the new features. I haven’t been so fortunate, so I’ll just wait for the RTM version before digging in! That’s all folks!

Credits: Images and information were grabbed from the internet search results and the release preview guide. If you feel it violates any copyright laws, please let me know.

Published inDynamics 365 CE (CRM)News & Features Dynamics 365

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