Microsoft has included a bevy of new features in the spring release of Microsoft Dynamics CRM 2015. This presentation, for non-technical audiences, walks through the top 10 new features in a countdown format. If you're on CRM 2015, CRM 2013, CRM 2011 or CRM 4.0, then take a moment to check out the new features.

1. CRM 2015 – Spring Release
The Top 10 New Business Functions
LISTEN
KNOW
UNDERSTAND
CONNECT

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3. Upgrade
Overview
What we
Didn’t Cover
Upgrade …
or Rethink?
The Top 10
Reasons to
Upgrade
Cloud or
On Premise
Agenda

4. 4
CRM 2013
UI refresh
CRM 2015
Productivity
enhancements
CRM 2015 UR1
Collaborative
customer platform
CRM 2011
Old user interface
Microsoft has accelerated the release cadence each year, at least two significant
functional updates are released; bug fixes and incremental updates are released on a nearly
monthly basis.
Microsoft CRM Upgrade Overview
Four Versions Covered Today

5. #10 More than
CRM
Microsoft Dynamics Marketing
Parature
Social Engagement
Unified Service Desk

6. #9 Integration
Evolution
Faster Integration
More Reliable Integration

7. #8 Mobile
Made Better
One Mobile Version – All Devices
Guided Processes Supported
Web Forms = Mobile Forms
JavaScript Support (Full Mobile Apps)

8. #7 Creative
Collaboration
Office 365 Groups
Track Emails Using Folders in Outlook
SharePoint Integration
Yammer (fix)

9. #6 Deeper
Dashboards
Expanded Excel Exporting
Simpler Excel Exporting
CRM Dashboard Functionality
Drill to Parent Records

10. #5 Big Data
with Power BI
Power BI
Power BI Sales Template

11. #4 OneNote
Integration
Links from Web App
Shared View in Win Tablet App

12. #3 Outlook
without Outlook
CRM App for Outlook

13. #2 Faster Data
Entry
Excel Online Integration

14. #1 Improved
Navigation
Menu Update
Shortcuts
Form Navigation

15. 15
What Didn’t Make the Cut
New Features that Didn’t Make the Top 10 List
Auto-Create/Update
Social posts or emails can
convert to leads or opps
Faster Forms
Changes to rendering engine
speed form load time
Calculations
Rollup across activities, date
differences
Themes
Add your logo and custom colors to
CRM – different TEST vs PROD
Dates
Time zone independence
(birthdays, check-in times, etc)
Process Flows
Backup to a stage in a different
entity
Default Entitlements
Speed up service by assigning
a default entitlement to cases
KnowledgeBase
Use the Parature KB across
CRM and Parature

16. CRM - On Premise vs. Cloud
On Premise Cloud

17. UPGRADE
CAUTION!

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