Melbourne CRMUG - What's New in Dynamics CRM 2015 Update 1 - April 2015

explore

engage

elevate

What’s New in Dynamics CRM 2015 Update 1

(CRM Online)

Andre MargonoConsultant – SMS M&T

14th April 2015

explore engage elevate

Agenda

• Main Menu Navigation• Custom Themes/Branding• Recently Viewed & Pinned Items• Immersive Excel Experience• OneNote Integration• Folder-Level Email Tracking• Redesigned Mobile Phone App• Platform Enhancement• Dynamics CRM Roadmap Overview


• A massive productivity improvement for main menu navigation, it looks similar to what we had in MDM.

Main Menu Navigation


Custom Theme/Branding• Brand your CRM!

• Change the colours and logo


Custom Theme/Branding Gotchas• Best practice: Clone existing/standard theme, otherwise

other colours will be defaulted to black.

• Limitation: Only one theme can be set as the active (published) theme (at this moment no personal theme or other complex usage, e.g: theme per Business Unit)

• Limitation: No color picker (use online/your own software)

• Limitation: Theme is not solution aware, so you need to migrate the theme separately.

• Practical usage: Theme your environments (Dev/Test/UAT, etc)


Recently Viewed & Pinned Items

• Recently viewed shortcut has been added to the top navigation bar (display the list of Views and Records) with the additional new feature to pin the items.


Immersive Excel Experience

• Work on CRM Records on Excel Online without the need to switch between applications.


OneNote Integration• New additional rich content note taking capability with OneNote.


OneNote Integration Gotchas

• OneNote integration requires server-based SharePoint integration to be enabled.

• Users must have a subscription to Office 365 to use OneNote in CRM Online.


Folder-Level Email Tracking

• Use any Exchange folder and then drag an incoming email to that folder to track it in CRM.

• A tracked folder can be associated with a specific CRM record, such as an account or opportunity, so whenever a user moves 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 automate management and tracking of incoming emails.

• Note: Requires Server-Side Synchronisation


Redesigned Mobile App

• In alignment with mobile-first focus, Dynamics CRM mobile app is redesigned with the ‘configure once, deploy everywhere’ model.


Platform Enhancement (Developer Focused)• Alternate Keys

• Upsert Request

• Plugin/Custom Workflow Activity Tracing

• Custom Actions in Workflows/Dialogs

• Enhancement on Advanced Find (FetchXML)

• Web API preview

• New form script capabilities

• More details: https://msdn.microsoft.com/en-us/library/gg309589.aspx

https://msdn.microsoft.com/en-us/library/gg309589.aspx



Custom Action in Workflow


Enhancement on Advanced Find (FetchXML)

• New Date Filters:oOlder Than X MinutesoOlder Than X HoursoOlder Than X DaysoOlder Than X WeeksoOlder Than X MonthsoOlder Than X Years


explore

engage

elevate

Sneak Peek


References

• http://bit.ly/crm15spring

• http://www.microsoft.com/en-us/dynamics/crm-customer-center/get-ready-for-the-next-release.aspx

• https://technet.microsoft.com/library/dn896589.aspx

• https://msdn.microsoft.com/en-us/library/gg309589.aspx

http://bit.ly/crm15spring

http://bit.ly/crm15spring

http://www.microsoft.com/en-us/dynamics/crm-customer-center/get-ready-for-the-next-release.aspx



https://technet.microsoft.com/library/dn896589.aspx





explore

engage

elevate

Q & A

Andre MargonoConsultant – SMS M&T

14th April 2015

Technology

Melbourne CRMUG - What's New in Dynamics CRM 2015 Update 1 - April 2015