What's new in CRM 2015 update 1 (Dynamics CRM 2015 Update 1)

What’s new in CRM 2015 Update 1CRM ONLINE

Kristof D’Hoossche

Partner Net IT & CRM Advisor

+32 475 78 32 01

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

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!

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

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

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

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

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

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

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





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

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

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

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

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

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

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

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

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

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

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

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

THANK YOU!More info: +32 475 78 32 01