Microsoft Dynamics CRM 2015 is slated for release before the year is up, and Microsoft is doling out more and more details about the new features to be included in the release. These will be available for both the on-premises and online versions of the solution. There will be enhancements to sales, marketing, and customer service functionality, and there will be brand new features to facilitate marketing and sales team collaboration.
Here are just a few of the highlights of what’s on the way:
- Create product families: Boost selling effectiveness by bundling products and recommending related products for cross-selling/up-selling opportunities.
- Use sales hierarchies: Manage and report on your sales data in a way that fits your business. New hierarchical visualizations and roll-ups give you easy access to real-time territory and forecasting data.
- Mobile sales improvements: Increase field sales productivity with flexible, role-tailored dashboards and analytics, personalized home pages, and the ability to navigate by hierarchy. This version of the tablet application (app) also includes improved support for disconnected scenarios.
- Enhanced sales processes: Guide sellers toward desired outcomes with enhanced branching logic within your sales processes. Automate business processes and enforce business rules across all devices.
- Expanded case management functionality: Enable agents to provide differentiated levels of support with flexible service level agreements (SLAs). Gain insight into service effectiveness by tracking and analyzing key metrics like SLAs and thresholds.
- Improvements in CRM for Outlook: Set up CRM for Outlook quickly and easily with the completely redesigned Configuration Wizard. With the new release of CRM for Outlook, users will be able to sync assigned tasks and appointment attachments. Administrators can control synchronization between pairs of fields, which provides confidence about where data is coming from and how it is shared.
- Customizable help: We covered this in detail in our last blog entry. You will be able to customize your Help content to match the specifics of your Microsoft Dynamics CRM implementation. You can customize Help at either an entity-specific or organization-wide level.