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New Navigation bar
Did working on CRM ever feel like a constant navigation menu drag? ( Pun intended) Microsoft improved their navigation bar and it’s now much easier to access work areas, records and other items with fewer clicks than previous versions.
Want to see it in action, watch this short video tour (<1 min).
Recently Viewed Items
The new recently viewed items button, , on the navigational bar gives you fast access to those records you are often using, as well as an easy way to move back and forth between records or views,
Section Drop-Down List
Within Complex forms(and long) forms, the new drop-down list will make it faster and easier to get to the exact section you want. Just press the drop-down list button next to the form title for the available sections to navigate to.
Modify the Color scheme using themes
You can add a logo, and create a look and feel that is consistent with your brand.
For those of you that track exchange email activities, 2 different techniques now exist for you.
To use tracked folders, it must be enabled by a system administrator. But it makes it very easy to track those emails. Just drag the email right into the tracked folder and Voila! Behind the scenes, this tracked folder works with Exchange Inbox rules, which must of be configured.
Track incoming email with the Dynamics CRM App for Outlook
The new Dynamics CRM App for Outlook is useful for users who are on O365 or on Outlook 2013, and simply want to manage incoming emails.
You can use the app to set a track on a record, view information about the record, create a new contact or lead records if the person on the From line isn’t in your CRM.
Use Excel Online from within CRM Online
Wouldn’t it be great to use Excel to do some analysis with your CRM data. In the past you needed to export your data,
Easier Export to Excel
1 click is all it takes now to export to excel in the web client of Dynamics CRM for outlook. All of the formatting is kept making your reimport that much simpler and issue free.
Share & collaborate with non-CRM team members
Office 365 users can use Office 365 groups to exchange ideas, files, emails, conversations.
OneNote integration with CRM Online
You can now take photos, write notes, draw free-form drawings and these will be added to the CRM record. It’s a great tool for your users on the field with offline synchronization.
CRM for phones APP
The CRM for phones APP now looks and feels like the CRM for tablets experience. Great news for those of us who preferred this more intuitive interface. If you have a Windows Phone with Cortana, you can also use Cortana voice commands to access and modify CRM records hands-free
Watch an overview here:
For the complete list, and upgrade guidance, do not hesitate to contact us!