This document recommends upgrading to Microsoft Dynamics CRM 2015 from any previous version. It lists reasons such as improved user experience with cross-platform support on web, mobile and tablets. It also allows for increased offline operation and streamlined navigation. Upgrading allows organizations to achieve goals across customer service, sales and marketing using integrated tools from Office 365, SharePoint, OneNote and Power BI. The upgrade can be completed with less technical expertise and provides powerful integrated tools at a lower cost.

1.
REASONS
TO
UPGRADE
MICROSOFT DYNAMICS
CRM2015

2. THE
BOTTOM
LINE

3. THE BOTTOM LINE
ALL CURRENT USERS OF MICROSOFT CRM
REGARDLESS OF WHAT VERSION YOU ARE CURRENTLY ON
SHOULD UPGRADE TO DYNAMICS 2015
AS SOON AS ORGANIZATIONALLY FEASIBLE

4. NEW FEATURES IMPROVE FUNCTIONALITY
WHILE EXTENDING THE LOOK AND FEEL OF 2013
1
USER EXPERIENCE

5. 1 USER EXPERIENCE
CROSS PLATFORM
SUPPORT
WEB MOBILE TABLETS
INCREASED
OFFLINE OPERATION

6. 1 USER EXPERIENCE
PRODUCT
FAMILIES
HIERARCHICAL
VIEWS
MULTI-ENTITY
SEARCH

7. 1 USER EXPERIENCE
GLOBAL MOST
RECENTLY USED
FORM
NAVIGATION
USER
INTERFACE
THEMES

8. CAN BE COMPLETED BY
LESS TECHNICAL PEOPLE
2
STREAMLINING

9. 2 STREAMLINING
STREAMLINED
NAVIGATION
AUTOMATED
WORKFLOWS
BRANCHING
LOGIC
ROLLUPS AND
CALCULATED
FIELDS
PROCESS
RIBBONS

10. 3
INTEGRATED SET
OF TOOLS
MICROSOFT’S MOST POWERFUL BUSINESS TOOLS COMBINED
S O Y O U R O R G A N I Z A T I O N C A N A C H I E V E I T S G O A L S A C R O S S
CUSTOMER SERVICE, SALES & MARKETING

11. 3INTEGRATED SET OF TOOLS
OFFICE
365
OUTLOOKSHAREPOINT
ONE NOTE
POWER
BI

12. 3INTEGRATED SET OF TOOLS
3RD PARTY ECO SYSTEM OF
COMPANION PRODUCTS &
ADD-INS CONTINUES TO GROW
PARATURE
SOCIAL
LISTENING
DYNAMICS
MARKETING
INSIDEVIEW

13. 4
LOWER COST
POWERFUL STRATEGY OF INTEGRATED TOOLS
A T A N I N C R E D I B L E B U S I N E S S V A L U E

14. 4 LOWER COSTS