03 Nov What’s new in Microsoft Dynamics CRM 2016


Microsoft announced earlier this fall that they will be releasing the next version of their customer engagement solution — Microsoft Dynamics CRM 2016 — in Q4 of this calendar year.

Here are some of the new capabilities offered in Microsoft Dynamics CRM 2016:

Excel: An enhanced Excel experience within CRM, including new Excel templates to automate many core tasks.  This helps customers across the board but particularly in sales as it allows them to do things like calculate commissions or manage a sales forecast.  They get analysis and insights directly in their sales processes, without the need to export or switch – just easy toggling to reduce countless steps and eliminate the complexity.

CRM app for Outlook: The next generation of the CRM app for outlook enables people to track emails, add contacts from within an email or even create new records to track emails through the browser on PC, Mac or mobile browser on a phone.

Delve: Delve functionality to surface trending content that is most relevant to what a person is working on and what is trending around them.  For example, Delve might show popular presentations or proposals to help our customers with their opportunity or account.

Personalized sales documents: Based on CRM data, it is now easier to build custom documents with Document Generation.  People no longer need to manually extract CRM data for documents such as account summaries, quotes/orders/invoices, product sheets in Word. Automation of this core sales task is another way we’re saving people time.

Contextual documents across SharePoint, OneDrive for Business, and Office 365 Groups for any CRM record: Dynamics CRM 2016 customers will now seamlessly open various Office apps within CRM or the CRM mobile app; Making it easy for people to open a document in the CRM app using different application on various devices like Microsoft PowerPoint for iPad or Microsoft Word for iPhone. After reviewing the document, they can return back to the CRM app simply by just tapping on the “back” button.

Cortana integration:  Microsoft is taking the Cortana integration to the next level by embedding sales activities, accounts and opportunities into Cortana to surface what’s most relevant to salespeople at any time – across both personal and professional sources.

Check out this video demonstration of the new features that are helping customers prepare, collaborate and execute on the go with personalized sales document, an enhanced excel experience, CRM app for outlook and Cortana integration.

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