Microsoft Dynamics CRM has already been released in some regions, and its American release is imminent. Microsoft recently published its 19 page Microsoft Dynamics CRM 2013 Release Preview Guide, organized around improvements in five areas:
- Reimagined User Experience
- Process Excellence and Agility
- CRM on the Go
- Enterprise Collaboration
- Platform Enhancements
We covered each of the first three items in that list in our last 3 blog entries. Today we’re going to look at the collaborative functionality in Microsoft Dynamics CRM 2013.
Microsoft Dynamics CRM’s Yammer integration enables users to quickly and easily collaborate, commenting on posts or starting contextual conversations from within Microsoft Dynamics CRM, on-premises or online. Yammer enables your entire organization to join the conversation, including Yammer users who aren’t licensed CRM users. Users can join conversations directly from Microsoft Dynamics CRM, through Yammer web or desktop applications, or via applications running on mobile devices.
Embedded Microsoft Lync integration enables users to call, instant message, or meet with colleagues or customers directly from Microsoft Dynamics CRM. You can click on a phone number to place calls through Lync or Skype directly from Microsoft Dynamics CRM forms. When you do, a phone call activity is automatically opened, enabling you to quickly and easily take notes on the call. Users can also click an email address in a CRM form to send an email using their default email provider.
Whether you’re working on an opportunity, executing a campaign, or resolving a case, embedded social technologies give you collaborative access to the people and resources you need to get things done.