welcome to XRM blog

Keep in touch with latest CRM/ERP articles

To remain competitive your organisation must be efficient across the business process spectrum. To do so you need to take sound decisions based on a balance between the cost and risk. To do so you will be heavily dependent on your content management in itself needs...

image
Blog

Microsoft Dynamics CRM 2015 — What’s new in this Release!

By Himanshu on 1/5/2015

The Dynamics CRM 2015 is now released it further enhances the user experience, and focused on mobility and boosted fundamental concepts such as workflow and business rules in order to make the product much more extensible.  

The Microsoft Dynamics CRM 2015 release update new features and improved integration to sales and marketing, and re-establishes code equality between the online on premise versions.

1. Microsoft improved the Guided Processes to include branching logic. Guided Processes concept increasing these visual process flows with conditional logic that can streamline processes such as sales cycles, and improves process consistency which helps in increasing sales winning rates.

2. Another assisted selling feature by Microsoft Dynamics is the ability to bundle products and facilitate up-sell and cross-sell recommendations. I've always found it odd that so few CRM systems offer this essential uplift opportunity. As shown in the screen shot below, the opportunity record now contains Suggestions link which promotes product bundles, substitutes, accessories and up-sell items.

3. Sales hierarchies is a new feature that rolls up accounts, products and users and can visually display information such as territory and forecasting data. This is one of those features that will give more benefit from larger organizations with decentralized sales teams aiming for big ticket items.

 

4. Some additional prominent new capabilities include (limited) offline operation and sync for tablets, improved search (across all record types) and new rollup fields. 

5. The Business Rules which was introduced in CRM 2013 have been extended to use OR, IF/ELSE and other business logic. Business Rule logic can now be located in on the server instead of clients, guaranteeing better consistency and reducing multi-device management and administration.

                   

6. Advance search option

Now it’s given on the top header, now user can open advance find from any CRM webpage.  The advance find icon is highlighted below in the screen shot.

 

7. Microsoft Dynamics CRM 2015 Multi-Entity Quick Find

Another highly anticipated feature of Dynamics CRM 2015 is Multi-Entity Quick Find, which allows users to search across multiple entities.

Global Search is presented on the navigation bar, next to the Advanced Find button. User can simply enter a search term and click on the search item (or press ENTER) to begin the search. The searchable fields for an entity are defined by the Find Columns of the Quick Find View for that entity. Global Search also supports (*) wildcard searches.

 

 

In this new CRM update user is not restricted to only these entities. Additional entities can also be configured for Global Search on the General tab in System Settings.

 

Clicking on the Select… button enables you to select the entities to be configured for Global Search as per your organisation requirement. This list also includes any custom entities that you create.

 

With a restriction in place, you can only specify a maximum of 10 entities for global search. Otherwise a message will be prompted to your computer screen.

The Global Search Feature is an amazing tool that should be used as often as needed for ease and effectiveness within the Microsoft Dynamics CRM 2015 platform. It is cool to use, structured well, and can help you find anything in an instant!

8. Following are the area which have being enhanced:

Marketing-

Email Editor

Campaign Management Console

Integrated Social Listening

Sales Collaboration

B2B Marketing

Marketing Resource Management

Internal Process Automation

 

Sales-

Guided Sales Processes

Product Families

Sales role Hierarchies also support across view hierarchies.

CRM for tablets enhancements

 

Customer Service -

Case Management

 

Social -

Microsoft Social Listening 

 

Microsoft Dynamics CRM 2015
New feature of Microsoft Dynamics CRM 2015
Author
Blog Calendar
Blog Calendar List
2020 Jul  8  1
2020 Jun  13  3
2020 Apr  10  3
2020 Mar  11  2
2020 Feb  22  5
2020 Jan  22  7
2019 Dec  15  4
2019 Nov  11  1
2019 Jan  31  3
2018 Dec  31  4
2018 Nov  66  3
2018 Oct  12  3
2018 Sep  208  11
2018 Aug  6  2
2018 Jun  11  1
2018 Jan  53  2
2017 Sep  550  5
2017 Aug  17  1
2017 Jul  17  2
2017 Jun  51  2
2017 May  21  1
2017 Apr  32  2
2017 Mar  118  4
2017 Feb  417  4
2016 Dec  177  3
2016 Nov  374  8
2016 Oct  242  10
2016 Sep  362  6
2016 Aug  39  1
2016 Jun  1760  6
2016 May  104  3
2016 Jan  70  2
2015 Dec  392  6
2015 Nov  4  1
2015 Oct  13  1
2015 Sep  1330  6
2015 Aug  13  1
2015 Jul  126  2
2015 Jun  10  1
2015 May  20  1
2015 Apr  28  3
2015 Mar  78  3
2015 Jan  5205  4
2014 Dec  17  1
2014 Nov  2217  4
2014 Oct  63  1
2014 Sep  106  2
2014 Aug  4075  1
2014 Jul  46  2
2014 Apr  2460  12
2014 Mar  288  19
2014 Feb  237  8
2014 Jan  1510  16
2013 Dec  21  2
2013 Nov  636  2
2013 Oct  250  3
2013 Sep  11  1
2013 Aug  38  3
2013 Jul  207  1
2013 Apr  49  6
2013 Mar  1843  10
2013 Feb  306  4
2013 Jan  262  2
2012 Nov  34  2
2012 Oct  450  10
Tag Cloud
Interested in our services? Still not sure about project details? get a quote