melbourne crmug - what's new in dynamics crm 2015 update 1 - april 2015
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What’s New in Dynamics CRM 2015 Update 1
(CRM Online)
Andre MargonoConsultant – SMS M&T
14th April 2015
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Agenda
• Main Menu Navigation• Custom Themes/Branding• Recently Viewed & Pinned Items• Immersive Excel Experience• OneNote Integration• Folder-Level Email Tracking• Redesigned Mobile Phone App• Platform Enhancement• Dynamics CRM Roadmap Overview
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• A massive productivity improvement for main menu navigation, it looks similar to what we had in MDM.
Main Menu Navigation
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Custom Theme/Branding Gotchas• Best practice: Clone existing/standard theme, otherwise
other colours will be defaulted to black.
• Limitation: Only one theme can be set as the active (published) theme (at this moment no personal theme or other complex usage, e.g: theme per Business Unit)
• Limitation: No color picker (use online/your own software)
• Limitation: Theme is not solution aware, so you need to migrate the theme separately.
• Practical usage: Theme your environments (Dev/Test/UAT, etc)
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Recently Viewed & Pinned Items
• Recently viewed shortcut has been added to the top navigation bar (display the list of Views and Records) with the additional new feature to pin the items.
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Immersive Excel Experience
• Work on CRM Records on Excel Online without the need to switch between applications.
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OneNote Integration• New additional rich content note taking capability with OneNote.
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OneNote Integration Gotchas
• OneNote integration requires server-based SharePoint integration to be enabled.
• Users must have a subscription to Office 365 to use OneNote in CRM Online.
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Folder-Level Email Tracking
• Use any Exchange folder and then drag an incoming email to that folder to track it in CRM.
• A tracked folder can be associated with a specific CRM record, such as an account or opportunity, so whenever a user moves a message to that folder, it's automatically linked to that specific record.
• Tracked folders work with Exchange Inbox rules, which makes it even easier to automate management and tracking of incoming emails.
• Note: Requires Server-Side Synchronisation
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Redesigned Mobile App
• In alignment with mobile-first focus, Dynamics CRM mobile app is redesigned with the ‘configure once, deploy everywhere’ model.
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Platform Enhancement (Developer Focused)• Alternate Keys
• Upsert Request
• Plugin/Custom Workflow Activity Tracing
• Custom Actions in Workflows/Dialogs
• Enhancement on Advanced Find (FetchXML)
• Web API preview
• New form script capabilities
• More details: https://msdn.microsoft.com/en-us/library/gg309589.aspx
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Enhancement on Advanced Find (FetchXML)
• New Date Filters:oOlder Than X MinutesoOlder Than X HoursoOlder Than X DaysoOlder Than X WeeksoOlder Than X MonthsoOlder Than X Years
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References
• http://bit.ly/crm15spring
• http://www.microsoft.com/en-us/dynamics/crm-customer-center/get-ready-for-the-next-release.aspx
• https://technet.microsoft.com/library/dn896589.aspx
• https://msdn.microsoft.com/en-us/library/gg309589.aspx