We’ve been going over the terrific new features and enhancements that were delivered with the latest release of Microsoft Dynamics CRM for months now: it’s just that big. By the time we’re done going over everything, it might be time for the next release! Last time, we were discussing the mobility tools and features you’ll find in Microsoft Dynamics CRM 2016, and there’s more to say on that, so here we go.
Microsoft added a variety of modern UI controls in the latest release that you can use in the mobile apps. Business analysts can bind a data field to a new UI control, representing the data in a visual and interactive way. Slider and calendar controls are just a couple examples of the available set of 15 controls. These new controls work across all mobile clients (tablets and phones), giving you an engaging and immersive mobile experience. As an example of what you can do, users can now easily visualize date-related CRM information within a calendar.
Then there are the new task-based experiences, which are immersive experiences that enable users to focus on the tasks they need to perform rather than on the records with which they need to interact. With task-based experiences, data from multiple entities are brought together into a single user experience. As an example, when you want to reach out to a contact on a deal, all relevant data is brought together in a coherent fashion, so you don’t have to visit all the involved records (Opportunity, Contact, and Account).
Task-based experiences also help guide users through complex tasks, ensuring that they perform the right actions in the right circumstances. They are supported by platform capabilities such as branching logic to show the right pages, business logic for data verification, and UI updates.