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WHAT’SNEWINCRM2016DaveVora,CRMLead
• CRM2016newfeaturesoverview• Newfeaturesusagescenarios• GetpreparedforCRM2016SP1newfeatures• Featureavailabilitybetweenonpremise&Online• Informationoverload– wheretofindupdatedCRMnews
Agenda
• NewCRMAppforOutlook• Pre-formattedExceltemplates• WordtemplatestocreatedocumentsdirectlyfromCRM• Store&manageyourprivatedocumentsinOneDriveforBusiness
• CRMfindstrendingdocumentsforyou(Delve&CRM)
What’snewCRM2016
• Collectsurveystocollectfeedbackfromcustomers(VoCacquisition)
• Newinteractiveservicehubdashboard&forms• Richknowledgemanagementarticles• EnableSLAsondemand
•
Servicerelatednewfeatures
• ViewSharePointdocumentsinCRMforphone&tablets• ExportdatafrommobileCRMtoExcel• SharingCRMpagesfrommobile
MobilefeaturesinCRM2016
• MSmobilefirst,cloudfirststrategyisinfullforcebutonpremiseisnotleftbehind
• Newnavigationbarforeasyaccess• Recentlyvieweditems&pinneditems• Newformnavigationdrop-down• AddLogo&addcolorthemetoCRM• Exchangebasedfoldertracking• Exporttoexcelcompletelyredesigned• CRMforphonesupdatedforsameexperienceastabletapp• SecureyourmobiledatawithCRMforGood• Definedefaultentitlementsforcustomersinservice• DefinerulesforautocreatingCRMrecordsbasedonactivities
On-premiseparitywithCRMOnline
• CRM2016Update&SP1• Tailoredhelp&contextualhelpwithinCRM• AddemailsignaturestoCRMemails• Office365groupsenhancements• NEWMODULE:ProjectService• NEWMODULE:FieldService(FieldOneSkyacquisition)• NewCRMMobilefeatures&enhancements• PowerBIenhancements:embedPowerBItilesdirectlyinCRMdashboards
Getreadyfornextwaveofupdates
• Onelinktoviewthemall:https://www.microsoft.com/en-us/dynamics/crm-customer-center/crm-2016-online-vs-on-premises-features-faq.aspx
• NewAppforCRMinOutlook– Onlineonly• OneDriveforBusinessintegrationinCRM– Onlineonly• Createsurveys– Onlineonly
On-premisevsOnlinefeatureavailability
• http://www.ktlsolutions.com/Blog.aspx• https://www.microsoft.com/en-us/dynamics/crm-customer-center/what-s-new.aspx - agoodstartingpointtoknow&learnaboutnewfeatures
• http://crmroadmap.dynamics.com/ - CRMroadmap&upcomingfeatures– builtusingCRMportal
• https://www.microsoft.com/en-us/dynamics/crm-customer-center/default.aspx - goodstartingpointforallusers– Admins,Developers,users
Usefullinks