WHAT’SNEWINCRM2016DaveVora,CRMLead

• CRM2016newfeaturesoverview• Newfeaturesusagescenarios• GetpreparedforCRM2016SP1newfeatures• Featureavailabilitybetweenonpremise&Online• Informationoverload– wheretofindupdatedCRMnews

Agenda

• NewCRMAppforOutlook• Pre-formattedExceltemplates• WordtemplatestocreatedocumentsdirectlyfromCRM• Store&manageyourprivatedocumentsinOneDriveforBusiness

• CRMfindstrendingdocumentsforyou(Delve&CRM)

What’snewCRM2016

• Collectsurveystocollectfeedbackfromcustomers(VoCacquisition)

• Newinteractiveservicehubdashboard&forms• Richknowledgemanagementarticles• EnableSLAsondemand

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Servicerelatednewfeatures

• ViewSharePointdocumentsinCRMforphone&tablets• ExportdatafrommobileCRMtoExcel• SharingCRMpagesfrommobile

MobilefeaturesinCRM2016

• MSmobilefirst,cloudfirststrategyisinfullforcebutonpremiseisnotleftbehind

• Newnavigationbarforeasyaccess• Recentlyvieweditems&pinneditems• Newformnavigationdrop-down• AddLogo&addcolorthemetoCRM• Exchangebasedfoldertracking• Exporttoexcelcompletelyredesigned• CRMforphonesupdatedforsameexperienceastabletapp• SecureyourmobiledatawithCRMforGood• Definedefaultentitlementsforcustomersinservice• DefinerulesforautocreatingCRMrecordsbasedonactivities

On-premiseparitywithCRMOnline

• CRM2016Update&SP1• Tailoredhelp&contextualhelpwithinCRM• AddemailsignaturestoCRMemails• Office365groupsenhancements• NEWMODULE:ProjectService• NEWMODULE:FieldService(FieldOneSkyacquisition)• NewCRMMobilefeatures&enhancements• PowerBIenhancements:embedPowerBItilesdirectlyinCRMdashboards

Getreadyfornextwaveofupdates

• Onelinktoviewthemall:https://www.microsoft.com/en-us/dynamics/crm-customer-center/crm-2016-online-vs-on-premises-features-faq.aspx

• NewAppforCRMinOutlook– Onlineonly• OneDriveforBusinessintegrationinCRM– Onlineonly• Createsurveys– Onlineonly

On-premisevsOnlinefeatureavailability

• http://www.ktlsolutions.com/Blog.aspx• https://www.microsoft.com/en-us/dynamics/crm-customer-center/what-s-new.aspx - agoodstartingpointtoknow&learnaboutnewfeatures

• http://crmroadmap.dynamics.com/ - CRMroadmap&upcomingfeatures– builtusingCRMportal

• https://www.microsoft.com/en-us/dynamics/crm-customer-center/default.aspx - goodstartingpointforallusers– Admins,Developers,users

Usefullinks