Microsoft CRM 2016 What’s New

Due for release towards the end of 2015, here are some of the exciting new features you can expect in Microsoft Dynamics CRM 2016.

CRM App for Outlook

Microsoft CRM already contains a client for Outlook, which provides true offline capabilities inside the application you already use on a daily basis. In this release, Microsoft will extend this functionality into OWA (Outlook Web App). The new Microsoft Dynamics CRM App for Outlook makes it easy to track emails, add contacts from within an email or even create new records to track emails within the browser on PC, Mac or mobile browser on phone. The CRM App for Outlook will expand support to include Firefox, Safari for Mac and Outlook for Mac in addition to the currently supported IE and Chrome but will only be available for CRM Online.

Excel Integration

One area which has long needed a revamp is the integration with Microsoft Excel. In this version, it will be possible to conduct analysis in Excel Online, directly within Microsoft Dynamics CRM. You can now view data in familiar Excel templates, perform analysis, and upload the changes, all without switching applications.

Export and analyse data in Excel from your mobile device with added support for the CRM for Tablets and Phones apps.

OneDrive for Business

The existing integration with SharePoint has been extended to include OneDrive for Business. Users can now share content in OneDrive and SharePoint from CRM, giving a consolidated view of documents.

Document Generation

Building a beautiful document based on CRM data will be simplified with Document Generation. You will no longer need to manually extract CRM data for documents such as Account summaries, Quotes, Orders, Invoices, and product sheets. With one click users will be able to easily generate a document from CRM using pre-defined Word and Excel templates.

Capturing Customer Feedback

Dynamics CRM 2016 includes a new survey designer that to create and send out questionnaires to collect feedback from customers about your products or services. With the appropriate subscription, Customers can take a survey on a phone, tablet, or computer. When a customer completes a survey, workflow in CRM can trigger follow-up actions that occur immediately. Survey responses are stored with a customer’s record in CRM, so your teams see the customer feedback history as they work a with sales and cases.

Guided User Experience

CRM Online 2016 includes an in-product and context-based learning layer that speeds up your CRM Online training so you can get productive right away. The interactive assistance provided by the learning layer is specific to your role. For example, if you’re a salesperson, you’ll see what’s new content tailored for your role. If you’re a customer service rep or service manager, you’ll see different what’s new content. Over time, more learning experiences will be added for different contexts. With assistance tailored for your role, you’ll get just the right content at the right time.

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