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Top 10 New Features of Dynamics CRM 2015
1. Top 10 New Features of Dynamics CRM 2015
The Microsoft Dynamics CRM 2015 release has so many new and exciting features and
enhancements. There are such a multitude of great additions that we have been struggling to pick
our favorites. We did our best to keep the list to only 10 features but as you read on, you’ll be able
to see there were just too many to choose from!
1. CRM Online Administration Experience. CRM Online Perth markets available is expanding.
System Administrators can self-provision instances from O365 and choose from 60 different
markets.
2. Enhanced Business Processes. Have you ever wished that you could build branching logic into
your Business Process Flows? CRM 2015 allows you to create branching rules and the ability to
combine multiple conditions within a rule. Think of the possibilities!
3. Enhanced Mobile Sales. Remember the last time you were in a meeting with a client and
unable to add details directly into CRM with your mobile device because you did not have
access to their wireless network? CRM 2015 will allow users to create drafts offline that can
easily be synchronized when the user is back online. Additionally, all dashboards can now be
enabled for a tablet.
2. 4. Enhanced Business Rules. No need to create multiple business rules for one logic string.
Business rules can now contain If/Then logic and the ability to combine expressions using
And/Or.
5. Search. You can now search in Dynamics CRM 2015 across different record types or configure
specific fields on your preferred entities. Simply enter your search criteria in the general
navigation search bar and let CRM do the searching for you.
6. Security Enhancements. Allow managers to access records for their direct reports based on
Hierarchy across the organization. As a system administrator, this is going to be a huge time
saver!
3. 7. Outlook and Sync Enhancements. Additional phone and address fields are available for field
level syncing. Another fabulous perk is that end users can add information to a contact note
and prevent it from being shared with CRM. Fields that are synced will be flagged so there is no
need to guess which fields will be visible in CRM.
8. Sales Product Taxonomy. Have you ever wanted CRM to provide product suggestions? This will
now be possible by setting up product hierarchies, creating bundles, product properties and
defining product relationships.
4. 9. SLA Enhancements. There is now a specific tab within System Settings for Service. CRM 2015
allows SLAs to be paused based upon the Status Reason. Previously created SLAs will be
considered standard SLAs and all new SLAs created in CRM 2015 will be considered Enhanced.
All Enhanced SLA will be eligible to use this feature.
10. Fields: Calculated and Rollup with work in harmony with CRM 2015. You will now have the
ability to create more complex field calculations that can run based upon a scheduled job and
compliments business rules with real time integration. These fields can now be added to
Reports, Charts, Views and Forms. A calculator icon is visible next to fields for which this
functionality has been applied.
If you would like to know how you can improve your Customer Relationship Management strategy,
processes and software and are interested in working with consultants that are local, guaranteed
and deliver solutions that are simplified, you should get in contact now to book an obligation-free
appointment at Visit: http://crmperth.com.au/contact-us/ and do a mail
enquiry@CRMperth.com.au you can feel free to call us: (08) 6102 7284.
