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Dynamics CRM 2015 Preview

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Microsoft Dynamics CRM 2015 and Microsoft Dynamics Marketing 2015 Update

C2 is pleased to update our community on the next wave of updates for Microsoft Dynamics CRM (online and on-premises) and Microsoft Dynamics Marketing which is expected to arrive before the end of the 2014 calendar year. These updates will add enhancements to sales, marketing, and customer service functionality, and will also add features to facilitate marketing and sales team collaboration. The following update represents pre-release documentation and is subject to change.

Products updated

These products will be affected by the coming update:

  • Microsoft Dynamics CRM online and on-premises versions
  • Microsoft Dynamics CRM for Outlook
  • Microsoft Dynamics CRM for tablets
  • Microsoft Dynamics Marketing

 New features

These are just a few of the highlights of what Microsoft have intimated is coming:

Microsoft Dynamics CRM

  • Create product families: Boost selling effectiveness with the ability to bundle products and recommend related products for cross-selling / up-selling opportunities.
  • Use sales hierarchies: Manage and report on your sales data in a way that maps to your business. New hierarchical visualizations and roll-ups bring real-time territory and forecasting data to your fingertips.
  • 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 app also includes improved support for disconnected scenarios.
  • Enhanced sales processes: Guide sellers toward desired outcomes with enhanced branching logic within your sales processes. Increase impact via automation of business processes and enforcement of 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 with the ability to track and analyse key metrics like SLAs and thresholds.
  • Microsoft Social Listening availability: Microsoft Dynamics CRM Online customers with a minimum of 10 Professional users automatically have access to Social Listening as part of their subscription at no additional charge. Customers who have an Enterprise subscription also have access to Social Listening but with no minimum user requirement. You can add Microsoft Social Listening subscriptions from the Office 365 Administrative Portal.
  • Microsoft Social Listening for on-premises CRM customers: With this coming release, you can now access Social Listening directly from within Microsoft Dynamics CRM 2015 - even as an on-premises customer - and may also be eligible for a discounted rate. Contact your Microsoft Dynamics partner for more information.
  • Improvements in CRM for Outlook: Set up CRM for Outlook quickly and easily with the completely redesigned Configuration Wizard. With Microsoft Dynamics CRM 2015 for Outlook, users can sync assigned tasks and appointment attachments. Admins can control synchronization between pairs of fields, which provides confidence about where data is coming from and how it's shared.
  • Customisable help: Personalise the user assistance by tailoring the in-product Help content to match the specifics of your Dynamics CRM implementation. You can modify what displays under the Help question-mark icon at either an entity-specific or organisation-wide level.

Microsoft Dynamics Marketing

  • Sales and marketing collaboration: Strengthen your marketing and sales synergies with the new Sales Collaboration Panel, which allows sellers to provide input into campaigns and targeting.
  • Manage multi-channel campaigns: Streamline campaign creation and improve segmentation with graphical email editing, A/B and split testing, integrated offers, and approval workflows.
  • Improve B2B marketing: Deepen your lead management capabilities with webinar integration and improved lead scoring, including the ability to introduce multiple lead scoring models. 
  • Enhanced marketing resource management: Gain unprecedented visibility into your marketing plan with the new Interactive Marketing Calendar and improve collaborative marketing with Lync click-to-call and webinars.
  • Gain social insights within Microsoft Dynamics Marketing: Display social information collected with Microsoft Social Listening about your brand, campaigns, and more, all within Microsoft Dynamics Marketing.
  • Additional language & geographic availability: Microsoft Dynamics Marketing is now available in Japanese and Russian, bringing the total to 37 languages and 12 countries currently supported. Find more information in the Microsoft Dynamics Marketing Translation Guide.

 For a high-level overview of the 2015 release, please download Microsoft Dynamics CRM 2015 Preview Guide.

 For more information about Microsoft Dynamics CRM please contact info@c2software.com.


21 Oct 2014

About the Author

James CTwo is our blogging alter ego for the Dynamics CRM and Web experts here at C2. We have a passion for anything CRM, Web Design or Social Media. We love writing about it! Find us on YouTube & Twitter.

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