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Microsoft CRM
Features
What’s new in Dynamics CRM 2016
Chuck Harris is a senior consultant with the BDO
Solutions practice. He specializes in the
planning and implementation of ...
Overview
Objective
The objective of today’s session
is to give you a general
understanding of the new
features in Dynamics...
About Dynamics CRM 2016
Microsoft Dynamics CRM 2016 comes with a number
of new and exciting features that companies can
le...
Where it helps
Companies that are looking for a better service
and case management experience – both
internally and for th...
Update on 2015
Quick update on some of the new features from
CRM 2015:
• If/then enhanced business rules
• Calculated and ...
Dynamics CRM 2016
New Features
CRM for Outlook
New apps for CRM comes with a
lightweight Outlook client that
allows you to easily and quickly
track an em...
CRM for Outlook
OneDrive for Business
One Drive for Business has been integrated for
CRM document management.
It works like SharePoint and...
OneDrive for Business
OneNote Integration
Dynamics CRM 2016 adds a new integration into
OneNote that allows you to easily access your
important ...
OneNote Integration
Mobile Enhancements
There has been a number of enhancements to
the mobile app such as interactive elements,
offline mode, ...
Mobile Enhancements
New interactive elements can be
set up for touch displays to make
it easier to edit data with your
fin...
Mobile Enhancements
Dynamics CRM now offers us the ability to
preview out forms on mobile devices – both tablet
and phone....
Mobile Enhancements
Mobile Enhancements
With CRM 2016, you can now
access documents stored in
SharePoint, OneNote or One Drive
for Business fr...
Excel Templates
With Excel Templates, you can easily create rich
templates that the entire organization can
benefit from.
...
Excel Templates
Word Templates
Dynamics CRM 2016 takes its integration with
Word one step further with simple, one click
document generati...
Word Templates
Interactive Service Hub
Key Takeaways
• Mobile is front and center with lots of new features
• Service is all the rage in the Interactive Service ...
Questions?
Call 905-318-5191 or email charris@bdo.ca
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Microsoft CRM Features – What’s New with Dynamics CRM 2016? | BDO Connections 2016

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Microsoft has released CRM 2016! Join this session to see and hear about all the new features.

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Microsoft CRM Features – What’s New with Dynamics CRM 2016? | BDO Connections 2016

  1. 1. Microsoft CRM Features What’s new in Dynamics CRM 2016
  2. 2. Chuck Harris is a senior consultant with the BDO Solutions practice. He specializes in the planning and implementation of Microsoft Dynamics CRM for marketers. Chuck has over ten years of digital marketing experience around strategy, design, planning and automation. His main goal is to make the lives of marketing teams easier through tools and automation while also empowering them to create smarter and richer campaigns that provide added value to their customers through the use of big data. Chuck also focuses on Microsoft Dynamics CRM design and configuration. Chuck Harris Senior Consultant CHarris@bdo.ca Direct: 905-946-3840 Mobile: 416-318-5191 Tel: 905 946 1066 Fax: 905 946 9524 Introductions
  3. 3. Overview Objective The objective of today’s session is to give you a general understanding of the new features in Dynamics CRM 2016. Agenda • Introductions • About Dynamics CRM 2016 • Update on CRM 2015 • Dynamics CRM 2016 New Features • Key Takeaways • Questions
  4. 4. About Dynamics CRM 2016 Microsoft Dynamics CRM 2016 comes with a number of new and exciting features that companies can leverage to enhance their customer management experience. Some new features include: • New Knowledge Base and Case Management • Mobile offline enhancements • Greater integration with Office
  5. 5. Where it helps Companies that are looking for a better service and case management experience – both internally and for their customers Companies looking for easier Excel and Word integrations Companies that are looking for a more mobile workforce
  6. 6. Update on 2015 Quick update on some of the new features from CRM 2015: • If/then enhanced business rules • Calculated and Rollup Fields • Offline mobile access • Branching logic within Business Process Flows • Visual hierarchy • Product families, bundles, relationships and properties • Multi-Entity Search
  7. 7. Dynamics CRM 2016 New Features
  8. 8. CRM for Outlook New apps for CRM comes with a lightweight Outlook client that allows you to easily and quickly track an email to a CRM record or see details about the contact – right from within Outlook or Outlook Online.
  9. 9. CRM for Outlook
  10. 10. OneDrive for Business One Drive for Business has been integrated for CRM document management. It works like SharePoint and offers another great way to store and share documents. Share more with OneDrive
  11. 11. OneDrive for Business
  12. 12. OneNote Integration Dynamics CRM 2016 adds a new integration into OneNote that allows you to easily access your important notes directly within CRM. Simple notes with OneNote
  13. 13. OneNote Integration
  14. 14. Mobile Enhancements There has been a number of enhancements to the mobile app such as interactive elements, offline mode, mobile form preview, and document management.
  15. 15. Mobile Enhancements New interactive elements can be set up for touch displays to make it easier to edit data with your finger. Different field types offer different sets of elements. Interactive Elements
  16. 16. Mobile Enhancements Dynamics CRM now offers us the ability to preview out forms on mobile devices – both tablet and phone. Mobile Form Preview
  17. 17. Mobile Enhancements
  18. 18. Mobile Enhancements With CRM 2016, you can now access documents stored in SharePoint, OneNote or One Drive for Business from you mobile device. Mobile Documents
  19. 19. Excel Templates With Excel Templates, you can easily create rich templates that the entire organization can benefit from. Create system or personal templates with BI integration to easily dig into your data. On-Click Excel Templates
  20. 20. Excel Templates
  21. 21. Word Templates Dynamics CRM 2016 takes its integration with Word one step further with simple, one click document generation through Word Templates. Create your template once with embedded dynamics content and use it again and again. On-Click Word Templates
  22. 22. Word Templates
  23. 23. Interactive Service Hub
  24. 24. Key Takeaways • Mobile is front and center with lots of new features • Service is all the rage in the Interactive Service Hub and Knowledge Base • There is still a focus on bringing better interaction between CRM and Office • Less clicks, with more power with Excel and Word Templates • Outlook has been simplified with the new CRM Outlook app
  25. 25. Questions? Call 905-318-5191 or email charris@bdo.ca

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