Pankaj ShuklaCRM Functional Consultant

http://www.linkedin.com/in/pankaj

By

Anil ShahManaging Partner

Cloudfronts Technologies LLP

S a l e s P r o d u c t i v i t y i n C R M O n l i n e & C R M 2 0 1 6 F e a t u r e s R e v i e w

AGENDA

Business Process Flow 2015

Sales Analytics in Power BI

What’s coming up in CRM 2016

CloudFronts Sales + Marketing

Automation QuickStart Offering!

Enhanced Business Process Flows

The Dynamics CRM 2015 spring update brings many great new features to the platform. This Topic will discuss the exciting new features for business process flows that will enhance productivity and ease of use in Dynamics CRM. 

Earlier Limitations:

Strictly Linear Process: Business processes are designed to work only in linear manner, no branching was allowed.

Cannot Revisit The Entity More Than Once: Cannot visit the same entity again in single business process flow.

No programmability support

New improvements

The improvement made to Business Process Flow functionality is the ability to deploy conditional logic within a defined process, (called Branches).

Branching rules must be based on the steps involved in stages.

Selection of entity relationships – It can be optional.

Branching supports – Single entity, cross entity and also supports multiple entity loops.

Entity used in Business Process Flow can be revisited multiple times.

Business Process Flow programming is now available through a client API which can update the stage through programmatically.

Flow ChartBranch Branch

DEMO

Sales Analytics in Power BI

What’s coming up in CRM 2016

• Microsoft Dynamics CRM 2016 Online is set to be released in December of this year. The name of the game with CRM 2016 is customer service.

• Microsoft is really focusing on helping companies “deliver customer experiences that are personalized, proactive and predictive.” 

• The 2016 update will include updates to Dynamics CRM, Parature from Microsoft, Dynamics Marketing, and Microsoft Social Engagement.

• CloudFronts is part of the CRM 2016 preview program with Microsoft !

Here are some of our favourite new features.

CRM App for Outlook CRM 2016 will make it easier for you to track emails, create contacts, and other types of records directly within the browser from a PC or MAC.

One-Click Document Generation Building a beautiful document based on CRM data is now simplified with Document Generation. End-users will now be able to generate documents such as contracts, quotes, orders, invoices and other template (Word or Excel) documents with a single click

Interactive Service Hub Customer service representatives can view and action items based on multiple streams such as my emails, tasks, cases and queues.

Knowledge Management CRM 2016 will allow single source of knowledge for the entire organisation. The process of creating, updating, reviewing and approving knowledge has been made easier and slicker by introducing an enhanced content editor.

Offline Support for Mobile Devices The Dynamics CRM 2016 Mobile Client will provide a seamless offline experience allowing users to create, update and delete records regardless of connectivity. Just to note at this stage this feature is only available for CRM 2016 online customers.

Enhanced Search Building on the Global Search introduced in CRM 2015, Microsoft have delivered a much more intuitive search engine with CRM 2016. You will now be able to get a similar experience to a browser based search engine, with results sorted by relevance. 

An Enhanced Excel Experience within CRM Including new templates that can automate core tasks.

Next Generation Cortana Integration We recently documented Cortana’s integration with Office 365 and now Microsoft are taking this to a new level. Within the new release, sales activities, accounts and opportunities will be embedded into Cortana for her to be able to surface in order to aid salespeople.

Upcoming Webinars:

Webinar, November 18th Join Us on 18th November @ 10am US ET for  ClickDimensions Marketing Automation & Analytics Deep Dive Webinar

Register here: https://goo.gl/Qh7r4E

Webinar, November 19th – Power BI : Deep Dive

Join us on 19th November at 10:00 am US ET on this continuing Power BI Deep Dive series! In this session we will take a look at Azure Data Factory. Plus we will also review new features from the October Power BI releases by the Microsoft Power BI team!

Register here : https://goo.gl/1hFpqQ

Contact us:

www.cloudfronts.com

info@cloudfronts.com

https://twitter.com/cloudfronts

https://www.youtube.com/cloudfronts

https://www.linkedin.com/pub/anil-shah/4/52b/a62