The document summarizes new features in Microsoft Dynamics CRM 2015 Update 1. Key points include:
- A new navigation bar makes it easier to find information faster. Recently viewed items are also accessible from the bar.
- Themes can be used to add logos and customize color schemes. Exchange email activities can now be automatically tracked using tracked folders.
- Excel Online and a new Power Query connector allow quick analysis of CRM data directly from CRM Online. Collaboration features have been expanded.
- Forms load much faster with a new rendering engine. Updates are now opt-in and managed through a central portal.
Smarter Sales Process in Dynamics CRM 2015 - Part 1: Lead QualificationJukka Niiranen
Webcast notes from "A Non-Developer's Guide to Smarter Sales Processes in Microsoft Dynamics CRM 2015", as presented on MSDynamicsWorld.com on May 6th, 2015. This first part looks at the lead qualification process in Dynamics CRM and demonstrates a way how the process can be customized to support scenarios, where a new opportunity record should not be automatically created when qualifying a lead record. The customization tools used include branching Business Process Flow (BPF), Real-Time Workflows, Business Rules and Quick View Forms.
Smarter Sales Process in Dynamics CRM 2015 - Part 1: Lead QualificationJukka Niiranen
Webcast notes from "A Non-Developer's Guide to Smarter Sales Processes in Microsoft Dynamics CRM 2015", as presented on MSDynamicsWorld.com on May 6th, 2015. This first part looks at the lead qualification process in Dynamics CRM and demonstrates a way how the process can be customized to support scenarios, where a new opportunity record should not be automatically created when qualifying a lead record. The customization tools used include branching Business Process Flow (BPF), Real-Time Workflows, Business Rules and Quick View Forms.
Part 3 of a case study on marketing resource management software which covers the environment and forces creating the need for solutions with a small overview on how the solutions work.
Smarter Sales Process in Dynamics CRM 2015 - Part 3: Pipeline DevelopmentJukka Niiranen
Webcast notes from "A Non-Developer's Guide to Smarter Sales Processes in Microsoft Dynamics CRM 2015", as presented on MSDynamicsWorld.com on May 6th, 2015. This third and final part demonstrates how we can customize CRM to show us a historical trend of how the sales pipeline has developed over time, by capturing data into a custom snapshot entity.
Microsoft Dynamics CRM - Customization and Configuration Training Online Cour...Little Logic
Microsoft Dynamics CRM - Customization and Configuration Training Online Course - Little Logic - the course is provided in USA, Australia, Canada, Europe, UK, UAE and Saudi Arabia
Salesforce has turn into a standout amongst the most well known cloud platforms for CRM. The way to its universal acceptance is the simplicity of exploring through the software. Salesforce is amazingly instinctive and can be easy to learn. Adaptability of customizing different fields for creating qualitative reports improves the overall productivity of Salesforce. For more information visit here http://www.intelligentia.co.in/basics-of-salesforce/.
Modern SharePoint sites offer new Team and Communication sites; site themes and designs; new and updated web parts; enhanced lists and libraries; hub sites; integration with Flow, PowerApps, and Power BI; and much more.
Get to know Microsoft Dynamics CRM 2013 (plus Mobile app)Will Slade
Screenshots of Microsoft Dynamics CRM 2013 highlighting just a handful of new features. Screenshots of the new Microsoft Mobile App for Tablets also included.
What Is Salesforce CRM, Editions, Licenses?Thinqloud
Salesforce.com is a cloud-based customer relationship management (CRM) software solution for sales, service, marketing, collaboration, analytics, and building custom mobile apps
In previous presentations, we showed you how to choose a CRM system and gave you a comparison of the top 4 CRM software options for small businesses. If you followed our advice and chose Insightly for your CRM, it’s now time to set it up. That’s the topic of today’s presentation.
See more at: http://fitsmallbusiness.com/how-to-set-up-insightly/
Dynamics CRM 2013: Create or customize dashboardsVinh Nguyen
Dynamics CRM 2013: Create or customize dashboards
If you need to find a perfect solution for your business or should you have any questions please do not hesitate to contact Think Next
Website: http://www.thinknext.vn
Forum: http://www.thinknext.vn/diendan/index.php?threads/dynamics-crm-create-or-customize-dashboards.464/
In today's business environment, productivity and profitability depend on how well you communicate, collaborate, produce content and share knowledge. But are your current systems up to the challenge?
In our new white paper, The Business Value Of Office 365 To The Enterprise, we'll show you how to transform your organization by channeling your important business activities through this single cloud-based platform.
You'll learn how Office 365 helps you to:
- Streamline knowledge-sharing through document management
- Enhance productivity using anywhere, anytime mobile access
- Drive innovation with Yammer and other social enterprise capabilities
- Manage and automate workflows for optimum productivity
- Communicate, collaborate and co-author documents
- Improve specific business departments, such as HR, sales and operations
Part 3 of a case study on marketing resource management software which covers the environment and forces creating the need for solutions with a small overview on how the solutions work.
Smarter Sales Process in Dynamics CRM 2015 - Part 3: Pipeline DevelopmentJukka Niiranen
Webcast notes from "A Non-Developer's Guide to Smarter Sales Processes in Microsoft Dynamics CRM 2015", as presented on MSDynamicsWorld.com on May 6th, 2015. This third and final part demonstrates how we can customize CRM to show us a historical trend of how the sales pipeline has developed over time, by capturing data into a custom snapshot entity.
Microsoft Dynamics CRM - Customization and Configuration Training Online Cour...Little Logic
Microsoft Dynamics CRM - Customization and Configuration Training Online Course - Little Logic - the course is provided in USA, Australia, Canada, Europe, UK, UAE and Saudi Arabia
Salesforce has turn into a standout amongst the most well known cloud platforms for CRM. The way to its universal acceptance is the simplicity of exploring through the software. Salesforce is amazingly instinctive and can be easy to learn. Adaptability of customizing different fields for creating qualitative reports improves the overall productivity of Salesforce. For more information visit here http://www.intelligentia.co.in/basics-of-salesforce/.
Modern SharePoint sites offer new Team and Communication sites; site themes and designs; new and updated web parts; enhanced lists and libraries; hub sites; integration with Flow, PowerApps, and Power BI; and much more.
Get to know Microsoft Dynamics CRM 2013 (plus Mobile app)Will Slade
Screenshots of Microsoft Dynamics CRM 2013 highlighting just a handful of new features. Screenshots of the new Microsoft Mobile App for Tablets also included.
What Is Salesforce CRM, Editions, Licenses?Thinqloud
Salesforce.com is a cloud-based customer relationship management (CRM) software solution for sales, service, marketing, collaboration, analytics, and building custom mobile apps
In previous presentations, we showed you how to choose a CRM system and gave you a comparison of the top 4 CRM software options for small businesses. If you followed our advice and chose Insightly for your CRM, it’s now time to set it up. That’s the topic of today’s presentation.
See more at: http://fitsmallbusiness.com/how-to-set-up-insightly/
Dynamics CRM 2013: Create or customize dashboardsVinh Nguyen
Dynamics CRM 2013: Create or customize dashboards
If you need to find a perfect solution for your business or should you have any questions please do not hesitate to contact Think Next
Website: http://www.thinknext.vn
Forum: http://www.thinknext.vn/diendan/index.php?threads/dynamics-crm-create-or-customize-dashboards.464/
In today's business environment, productivity and profitability depend on how well you communicate, collaborate, produce content and share knowledge. But are your current systems up to the challenge?
In our new white paper, The Business Value Of Office 365 To The Enterprise, we'll show you how to transform your organization by channeling your important business activities through this single cloud-based platform.
You'll learn how Office 365 helps you to:
- Streamline knowledge-sharing through document management
- Enhance productivity using anywhere, anytime mobile access
- Drive innovation with Yammer and other social enterprise capabilities
- Manage and automate workflows for optimum productivity
- Communicate, collaborate and co-author documents
- Improve specific business departments, such as HR, sales and operations
7 Salesforce Integration Tools That Will Increase Your Production Efficiency....AwsQuality
Salesforce is a highly regarded Customer Relationship Management application. You can use this CRM solution to help empower salespeople, close more deals, and improve accuracy. Salesforce CRM Integration API is an excellent investment for customer management, but getting more value out of your workforce and increasing productivity is essential. This blog has compiled a list of Salesforce Integration Tools to increase your team’s productivity.
Read more here: https://www.awsquality.com/7-salesforce-integration-tools-that-will-increase-your-production-efficiency/
MS Dynamics CRM 365 is the comprehensive software suite facilitating brilliant fusion of CRM and ERP cloud services focused on a specific business process. This integrated cloud-based CRM and ERP solutions offer intelligent Software-as-a-Service (SaaS) applications that seamlessly integrate with Microsoft Office 365.
From Inbox to Insights Harnessing the Full Potential of Salesforce Outlook In...Damco Salesforce Services
The combination of Microsoft Outlook with Salesforce opens up a range of possibilities for businesses seeking to improve collaboration, streamline workflows, and drive success.
Explore Now: https://www.damcogroup.com/salesforce/outlook-integration
Best salesforce apps and solutions for businessesCloud Analogy
Salesforce AppExchange Marketplace provides you with all the necessary tools and out-of-the-box applications to revolutionize your business by streamlining internal processes and automating common sales and marketing activities.
What’s an insight? Find out how you can consume and combine external data with your Dynamics CRM data to drive new opportunities and importantly insights.
With an entirely new user experience, Microsoft Dynamics CRM 2013 allows you to view everything you need in one spot – fast and fluid, and relevant to the work at hand. No pop-ups. No flipping from one application to the next. What you need, where you need it. Get in, get going and get done. So you can focus on what is most important – your customers.
This presentation provides the highlights of the new functionality of Dynamics CRM 2013.
Did you know that you can integrate Zoho with Office 365 and achieve a smooth workflow with ease? Read on to find out how to connect Office 365 and Zoho CRM.
Find details of some of the Best Addons for Dynamics 365 crm. These addons and CRM accelerators will help you boost the productivity of your Dynamics 365 CRM.
Microsoft Dynamics NAV 2017: what's newChristiaens
Microsoft Dynamics NAV 2017 is a business solution from Microsoft that continues to be enhanced, quick to implement, easy to use and has the power to support your business ambitions.
Dynamics Day 2016 - Microsoft Dynamics 365 business financials (NAV) - roadmapEmpired
Get an up to date view of the new NAV 2017 release and understand the roadmap of NAV into Business Edition of Dynamics 365 which includes Dynamics Financials (NAV).
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India Orthopedic Devices Market: Unlocking Growth Secrets, Trends and Develop...Kumar Satyam
According to TechSci Research report, “India Orthopedic Devices Market -Industry Size, Share, Trends, Competition Forecast & Opportunities, 2030”, the India Orthopedic Devices Market stood at USD 1,280.54 Million in 2024 and is anticipated to grow with a CAGR of 7.84% in the forecast period, 2026-2030F. The India Orthopedic Devices Market is being driven by several factors. The most prominent ones include an increase in the elderly population, who are more prone to orthopedic conditions such as osteoporosis and arthritis. Moreover, the rise in sports injuries and road accidents are also contributing to the demand for orthopedic devices. Advances in technology and the introduction of innovative implants and prosthetics have further propelled the market growth. Additionally, government initiatives aimed at improving healthcare infrastructure and the increasing prevalence of lifestyle diseases have led to an upward trend in orthopedic surgeries, thereby fueling the market demand for these devices.
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3.0 Project 2_ Developing My Brand Identity Kit.pptxtanyjahb
A personal brand exploration presentation summarizes an individual's unique qualities and goals, covering strengths, values, passions, and target audience. It helps individuals understand what makes them stand out, their desired image, and how they aim to achieve it.
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Looking for professional printing services in Jaipur? Navpack n Print offers high-quality and affordable stationery printing for all your business needs. Stand out with custom stationery designs and fast turnaround times. Contact us today for a quote!
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Discover the innovative and creative projects that highlight my journey through Full Sail University. Below, you’ll find a collection of my work showcasing my skills and expertise in digital marketing, event planning, and media production.
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Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
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3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
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3. Measures and Reporting in Sustainability
4. Sustainability Implementation & Best Practices
To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
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At its core, generative artificial intelligence relies on the concept of generative models, which serve as engines that churn out entirely new data resembling their training data. It is like a sculptor who has studied so many forms found in nature and then uses this knowledge to create sculptures from his imagination that have never been seen before anywhere else. If taken to cyberspace, gans work almost the same way.
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A Memorandum of Association (MOA) is a legal document that outlines the fundamental principles and objectives upon which a company operates. It serves as the company's charter or constitution and defines the scope of its activities. Here's a detailed note on the MOA:
Contents of Memorandum of Association:
Name Clause: This clause states the name of the company, which should end with words like "Limited" or "Ltd." for a public limited company and "Private Limited" or "Pvt. Ltd." for a private limited company.
https://seribangash.com/article-of-association-is-legal-doc-of-company/
Registered Office Clause: It specifies the location where the company's registered office is situated. This office is where all official communications and notices are sent.
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Liability Clause: It outlines the extent of liability of the company's members. In the case of companies limited by shares, the liability of members is limited to the amount unpaid on their shares. For companies limited by guarantee, members' liability is limited to the amount they undertake to contribute if the company is wound up.
https://seribangash.com/promotors-is-person-conceived-formation-company/
Capital Clause: This clause specifies the authorized capital of the company, i.e., the maximum amount of share capital the company is authorized to issue. It also mentions the division of this capital into shares and their respective nominal value.
Association Clause: It simply states that the subscribers wish to form a company and agree to become members of it, in accordance with the terms of the MOA.
Importance of Memorandum of Association:
Legal Requirement: The MOA is a legal requirement for the formation of a company. It must be filed with the Registrar of Companies during the incorporation process.
Constitutional Document: It serves as the company's constitutional document, defining its scope, powers, and limitations.
Protection of Members: It protects the interests of the company's members by clearly defining the objectives and limiting their liability.
External Communication: It provides clarity to external parties, such as investors, creditors, and regulatory authorities, regarding the company's objectives and powers.
https://seribangash.com/difference-public-and-private-company-law/
Binding Authority: The company and its members are bound by the provisions of the MOA. Any action taken beyond its scope may be considered ultra vires (beyond the powers) of the company and therefore void.
Amendment of MOA:
While the MOA lays down the company's fundamental principles, it is not entirely immutable. It can be amended, but only under specific circumstances and in compliance with legal procedures. Amendments typically require shareholder
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𝐓𝐉 𝐂𝐨𝐦𝐬 (𝐓𝐉 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬) is a professional event agency that includes experts in the event-organizing market in Vietnam, Korea, and ASEAN countries. We provide unlimited types of events from Music concerts, Fan meetings, and Culture festivals to Corporate events, Internal company events, Golf tournaments, MICE events, and Exhibitions.
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What's new in CRM 2015 update 1 (Dynamics CRM 2015 Update 1)
1.
2. What’s new in CRM 2015 Update 1
CRM ONLINE
Kristof D’Hoossche
Partner Net IT & CRM Advisor
+32 475 78 32 01
3. Get around and find
the info you need, fast!
New Navigation Bar
Recently viewed items
Add logo or change the color scheme using themes
Track Exchange email activities automatically with folder tracking
Track incoming email whenever your are with the new CRM App for Outlook
Do quick analysis with Excel Online, right from CRM Online
Export to Excel completely redesigned
New Power Query connector streamlines connections to CRM Online
Collaborate with the team members, even, if they don’t have access to CRM Online
Take notes in OneNote, directly from CRM Online
Enjoy the same great mobile experience, whether you’re using a phone or tablet
Secure you mobile data with Microsoft Dynamics CRM for Good
Share the knowledge (base) with Parature
Speed up customer service with default entitlements
Define rules for creating or updating CRM records from incoming activities
Forms load much faster with the new form rendering engine
Updates are driven by you but
4. With the new navigation bar, it's easier and faster to find the
information you need. When you choose the Main Menu from the nav
bar, you can access your work areas, records, or other items with less
scrolling and fewer clicks than before.
Get around and find the info you need, fast!
5. Use the Recently Viewed Items button Recently Viewed Items button on
the new nav bar to get back to your most recently viewed and pinned
items. With this global tool, you can access recently viewed records,
views, and even dashboards. Pin the items you use all the time to move
them to the top of the list.
Recently Viewed Items
6. If you're working in a complex form with lots of fields, the new form
navigation drop-down list makes it easy to get to just the data you
need. Choose the drop-down list next to the form title, and then select
the section of the form you want to go to.
Recently Viewed Items
7. Create a uniform look and feel across all your applications with themes.
For example, add a company logo or change default colors for entities
or links. Preview your custom theme, and then publish it for the whole
team when you're ready.
No code required!
Add a logo or change the color scheme
using themes
8. Microsoft Dynamics CRM Online 2015 Update 1 provides a new and
intuitive way to track incoming Exchange email activities. You can set up
a tracking folder—use any Exchange folder in your Inbox—and then
drag an incoming email message to that folder to track it. You can
associate a tracked folder with a specific record, such as an account or
opportunity, so whenever you move 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 manage and track incoming email. For example, you could set
up an Exchange Inbox rule that automatically routes email from a
Contoso contact to a tracked Contoso folder, linked to a specific
opportunity. Tracked folders work on any device that supports
Exchange, so you can track email directly from virtually any device.
Track Exchange email activities automatically
with folder tracking
9. To use tracked folders, your organization must use server-side
synchronization as your email synchronization method. Tracked folders
must also be enabled by a system administrator.
Track Exchange email activities automatically
with folder tracking
10. Microsoft Dynamics CRM already includes a full-featured CRM add-in
for Microsoft Office Outlook called CRM for Outlook. Now you have the
choice of using CRM for Outlook or the new Dynamics CRM App for
Outlook to track incoming email. Dynamics CRM App for Outlook is a
light-weight app that includes full email tracking capabilities.
You can use Dynamics CRM App for Outlook anywhere that you use
Outlook on your desktop, including Outlook Web App, which is
included in Office 365. Dynamics CRM App for Outlook is also available
for Outlook 2013 and Outlook for Mac.
Track incoming email wherever you are with
the new CRM App for Outlook
11. With Dynamics CRM App for Outlook, you can:
• Track incoming email and set a regarding record
• Determine whether a record is already tracked and view the
regarding record
• View information about CRM contacts or leads
• Create new contact or lead records if the person on the From line
isn't already in CRM
• View information about last and next activities, as well as related
records
• Open CRMforms if you need more detailed information
Track incoming email wherever you are with
the new CRM App for Outlook
13. Millions of people use Microsoft Office Excel to analyze corporate data and
create reports. Now you can use Microsoft Excel Online to do quick analysis,
right from CRM Online. For example, if you're a sales manager, you might want
to analyze the opportunities your team owns and review Key Points of Interest
(KPIs) to see how you can assist your team members. If you're a sales rep, you
can open your opportunities in Excel and do what-if analysis for different
incentive scenarios.
Do quick analysis with Excel Online, right
from CRM Online
14. We've redesigned exporting to Excel from the bottom up to provide for a much
smoother experience. With a single click in the web client or in CRM for
Outlook, you can export your data as an Excel document, which can be opened
anywhere, including the desktop version of Excel (2007 and later), Excel Online,
and other Excel clients.
When you export, all formatting is preserved, so you can do your calculations in
Excel, and then reimport the data to CRM. You can export up to 100,000 records
at a time (previous limit was 10,000).
Export to Excel completely redesigned
15. With the new Power Query connector, you can connect more easily to CRM
Online data from Power Query to do self-service Business Intelligence (BI). After
selecting the From Dynamics CRM Online connector in Power Query, just supply
a URL feed, and then enter your credentials.
Power Query connects and retrieves the list of tables and entities from CRM
Online. You can also schedule data refreshes of your dashboard from Power BI
for Office 365.
New Power Query connector streamlines
connections to CRM Online
16. Office 365 users can use Office 365 Groups to collaborate across Office
products. An Office 365 Group is a workspace that team members can use to
share files, email messages, conversations, calendars, and Microsoft OneNote
notes.
Office 365 Groups are a great way to collaborate with team members, even if
they don't have access to CRM Online. For example, create an Office 365 Group
for your sales team, invite other Office 365 users to join the Group, and then
share documents, email, conversations, meeting information, and OneNote
notes related to specific opportunities.
This Preview feature will be available soon after Microsoft Dynamics CRM
Online 2015 Update 1 is released.
Collaborate with team members, even if
they don’t have access to CRM Online
17. Take advantage of all that Microsoft OneNote has to offer, directly from CRM Online. For
example, when you're on the go at a customer site, take notes on your Microsoft Surface
or other mobile device while you're viewing opportunity details. Capture photos, take
voice notes, do free-form drawings and more. Everything is automatically linked with the
opportunity record in CRM Online.
Takes notes in OneNote, directly from CRM
Online
18. The CRM for phones app now provides the same process-driven experience as CRM for
tablets. Nurture your leads and opportunities through the sales process with the new
intuitive interface. If you have a Windows Phone, use Cortana voice commands to access
your CRM data hands-free.
The previous version of the CRM for phones app
is still available in app stores,
but it's now called CRM for phones - Express.
Enjoy the same great mobile experience,
whether you’re using a phone or tablet
19. The Microsoft Dynamics CRM for Good app works with the Good Technology mobile
security platform to protect your CRM data even if you lose or leave your tablet
somewhere.
For example, if you leave your tablet in a taxi cab and can't get it back right away, your
CRM data is protected by Good encryption. If you lose your tablet, your admin can
remotely wipe your CRM for Good data from your tablet.
Secure your mobile data with Microsoft
Dynamics CRM for Good
20. We introduced Parature, from Microsoft, in the 2015 spring wave of releases. Now if
you're a customer service agent, you can take advantage of rich Parature knowledge base
(KB) capabilities to reduce issue handling time, directly from CRM Online. For example,
while you're working on a case record, you can:
• View system-suggested KB articles
• Search for relevant KB articles
• Read the content of KB articles inline,
including embedded images or videos
• Send KB article links to customers
Share the knowledge (base) with Parature
21. Customer service agents use entitlements to verify the type of support a customer is
eligible for and to provide the right level of support. Now service managers or admins can
set an entitlement as the default entitlement for a customer. When an agent creates a
case, the default entitlement is automatically associated with the case, saving time for the
agent.
For cases where service organizations do not want entitlement terms to be deducted (a
faulty part is installed, for example), service agents can also credit back entitlement terms
so the customer isn't charged.
Speed up customer service with default
entitlements
22. In previous versions of Microsoft Dynamics CRM, Service Managers could set up rules to
automatically create cases from incoming email or social channels.
Now sales, marketing, and service teams can use these same rules to automatically create
or update one or more records from any single incoming activity, such as an email, social,
or custom activity.
Define rules for creating or updating CRM
records from incoming activities
23. In Microsoft Dynamics CRM Online 2015 Update 1, you'll notice that forms are much
snappier than in earlier versions. You don't have to do anything to take advantage of
faster forms – they're turned on by default.
If you have forms that include unsupported customizations, however, and you encounter
errors as a result, you may want to temporarily turn off form enhancements while you
update your scripts.
Forms load much faster with the new form
rendering engine
24. Microsoft Dynamics CRM Online 2015 Update 1 includes a new opt-in update model.
Updates will only be applied after an administrator explicitly approves the update
schedule for the organization.
For simplicity, all updates are managed through a single central portal.
Updates are driven by you