CRMUG presentation on the new updates on Dynamics CRM 2015 Update 1

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What’s New in Dynamics
CRM 2015 Update 1
(CRM Online)
Andre Margono
Consultant – SMS M&T
14th April 2015

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Agenda
• Main Menu Navigation
• Custom Themes/Branding
• Recently Viewed & Pinned Items
• Immersive Excel Experience
• OneNote Integration
• Folder-Level Email Tracking
• Redesigned Mobile Phone App
• Platform Enhancement
• Dynamics CRM Roadmap Overview

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• A massive productivity improvement for main menu
navigation, it looks similar to what we had in MDM.
Main Menu Navigation

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Custom Theme/Branding
• Brand your CRM!
• Change the colours and
logo

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Custom Theme/Branding Gotchas
• Best practice: Clone existing/standard theme, otherwise other
colours will be defaulted to black.
• Limitation: Only one theme can be set as the active (published)
theme (at this moment no personal theme or other complex
usage, e.g: theme per Business Unit)
• Limitation: No color picker (use online/your own software)
• Limitation: Theme is not solution aware, so you need to migrate
the theme separately.
• Practical usage: Theme your environments (Dev/Test/UAT, etc)

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Recently Viewed & Pinned Items
• Recently viewed shortcut has been added to the top
navigation bar (display the list of Views and Records) with
the additional new feature to pin the items.

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Immersive Excel Experience
• Work on CRM
Records on Excel
Online without the
need to switch
between
applications.

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OneNote Integration
• New additional rich
content note taking
capability with OneNote.

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OneNote Integration Gotchas
• OneNote integration requires server-based SharePoint
integration to be enabled.
• Users must have a subscription to Office 365 to use
OneNote in CRM Online.

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Folder-Level Email Tracking
• Use any Exchange folder and then drag an incoming email to
that folder to track it in CRM.
• A tracked folder can be associated with a specific CRM record,
such as an account or opportunity, so whenever a user moves a
message to that folder, it's automatically linked to that specific
record.
• Tracked folders work with Exchange Inbox rules, which makes it
even easier to automate management and tracking of incoming
emails.
• Note: Requires Server-Side Synchronisation

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Redesigned Mobile App
• In alignment with mobile-first focus, Dynamics CRM mobile
app is redesigned with the ‘configure once, deploy
everywhere’ model.

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Platform Enhancement (Developer Focused)
• Alternate Keys
• Upsert Request
• Plugin/Custom Workflow Activity Tracing
• Custom Actions in Workflows/Dialogs
• Enhancement on Advanced Find (FetchXML)
• Web API preview
• New form script capabilities
• More details: https://msdn.microsoft.com/en-
us/library/gg309589.aspx

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Custom Action in Workflow

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Enhancement on Advanced Find (FetchXML)
• New Date Filters:
oOlder Than X Minutes
oOlder Than X Hours
oOlder Than X Days
oOlder Than X Weeks
oOlder Than X Months
oOlder Than X Years

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Sneak Peek

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References
• http://bit.ly/crm15spring
• http://www.microsoft.com/en-us/dynamics/crm-customer-
center/get-ready-for-the-next-release.aspx
• https://technet.microsoft.com/library/dn896589.aspx
• https://msdn.microsoft.com/en-us/library/gg309589.aspx

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Q & A
Andre Margono
Consultant – SMS M&T
14th April 2015