What's new in CRM Online (Dynamics CRM 2015 Update 1)

2. What’s new in CRM 2015 Update 1
CRM ONLINE
Kristof D’Hoossche
Partner Net IT & CRM Advisor
+32 475 78 32 01

3. Get around and find
the info you need, fast!
New Navigation Bar
Recently viewed items
Add logo or change the color scheme using themes
Track Exchange email activities automatically with folder tracking
Track incoming email whenever your are with the new CRM App for Outlook
Do quick analysis with Excel Online, right from CRM Online
Export to Excel completely redesigned
New Power Query connector streamlines connections to CRM Online
Collaborate with the team members, even, if they don’t have access to CRM Online
Take notes in OneNote, directly from CRM Online
Enjoy the same great mobile experience, whether you’re using a phone or tablet
Secure you mobile data with Microsoft Dynamics CRM for Good
Share the knowledge (base) with Parature
Speed up customer service with default entitlements
Define rules for creating or updating CRM records from incoming activities
Forms load much faster with the new form rendering engine
Updates are driven by you but

4. With the new navigation bar, it's easier and faster to find the
information you need. When you choose the Main Menu from the nav
bar, you can access your work areas, records, or other items with less
scrolling and fewer clicks than before.
Get around and find the info you need, fast!

5. Use the Recently Viewed Items button Recently Viewed Items button on
the new nav bar to get back to your most recently viewed and pinned
items. With this global tool, you can access recently viewed records,
views, and even dashboards. Pin the items you use all the time to move
them to the top of the list.
Recently Viewed Items

6. If you're working in a complex form with lots of fields, the new form
navigation drop-down list makes it easy to get to just the data you
need. Choose the drop-down list next to the form title, and then select
the section of the form you want to go to.
Recently Viewed Items

7. Create a uniform look and feel across all your applications with themes.
For example, add a company logo or change default colors for entities
or links. Preview your custom theme, and then publish it for the whole
team when you're ready.
No code required!
Add a logo or change the color scheme
using themes

8. Microsoft Dynamics CRM Online 2015 Update 1 provides a new and
intuitive way to track incoming Exchange email activities. You can set up
a tracking folder—use any Exchange folder in your Inbox—and then
drag an incoming email message to that folder to track it. You can
associate a tracked folder with a specific record, such as an account or
opportunity, so whenever you move 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 manage and track incoming email. For example, you could set
up an Exchange Inbox rule that automatically routes email from a
Contoso contact to a tracked Contoso folder, linked to a specific
opportunity. Tracked folders work on any device that supports
Exchange, so you can track email directly from virtually any device.
Track Exchange email activities automatically
with folder tracking

9. To use tracked folders, your organization must use server-side
synchronization as your email synchronization method. Tracked folders
must also be enabled by a system administrator.
Track Exchange email activities automatically
with folder tracking

10. Microsoft Dynamics CRM already includes a full-featured CRM add-in
for Microsoft Office Outlook called CRM for Outlook. Now you have the
choice of using CRM for Outlook or the new Dynamics CRM App for
Outlook to track incoming email. Dynamics CRM App for Outlook is a
light-weight app that includes full email tracking capabilities.
You can use Dynamics CRM App for Outlook anywhere that you use
Outlook on your desktop, including Outlook Web App, which is
included in Office 365. Dynamics CRM App for Outlook is also available
for Outlook 2013 and Outlook for Mac.
Track incoming email wherever you are with
the new CRM App for Outlook

11. With Dynamics CRM App for Outlook, you can:
• Track incoming email and set a regarding record
• Determine whether a record is already tracked and view the
regarding record
• View information about CRM contacts or leads
• Create new contact or lead records if the person on the From line
isn't already in CRM
• View information about last and next activities, as well as related
records
• Open CRMforms if you need more detailed information
Track incoming email wherever you are with
the new CRM App for Outlook

12. Track incoming email wherever you are with
the new CRM App for Outlook

13. Millions of people use Microsoft Office Excel to analyze corporate data and
create reports. Now you can use Microsoft Excel Online to do quick analysis,
right from CRM Online. For example, if you're a sales manager, you might want
to analyze the opportunities your team owns and review Key Points of Interest
(KPIs) to see how you can assist your team members. If you're a sales rep, you
can open your opportunities in Excel and do what-if analysis for different
incentive scenarios.
Do quick analysis with Excel Online, right
from CRM Online

14. We've redesigned exporting to Excel from the bottom up to provide for a much
smoother experience. With a single click in the web client or in CRM for
Outlook, you can export your data as an Excel document, which can be opened
anywhere, including the desktop version of Excel (2007 and later), Excel Online,
and other Excel clients.
When you export, all formatting is preserved, so you can do your calculations in
Excel, and then reimport the data to CRM. You can export up to 100,000 records
at a time (previous limit was 10,000).
Export to Excel completely redesigned

15. With the new Power Query connector, you can connect more easily to CRM
Online data from Power Query to do self-service Business Intelligence (BI). After
selecting the From Dynamics CRM Online connector in Power Query, just supply
a URL feed, and then enter your credentials.
Power Query connects and retrieves the list of tables and entities from CRM
Online. You can also schedule data refreshes of your dashboard from Power BI
for Office 365.
New Power Query connector streamlines
connections to CRM Online

16. Office 365 users can use Office 365 Groups to collaborate across Office
products. An Office 365 Group is a workspace that team members can use to
share files, email messages, conversations, calendars, and Microsoft OneNote
notes.
Office 365 Groups are a great way to collaborate with team members, even if
they don't have access to CRM Online. For example, create an Office 365 Group
for your sales team, invite other Office 365 users to join the Group, and then
share documents, email, conversations, meeting information, and OneNote
notes related to specific opportunities.
This Preview feature will be available soon after Microsoft Dynamics CRM
Online 2015 Update 1 is released.
Collaborate with team members, even if
they don’t have access to CRM Online

17. Take advantage of all that Microsoft OneNote has to offer, directly from CRM Online. For
example, when you're on the go at a customer site, take notes on your Microsoft Surface
or other mobile device while you're viewing opportunity details. Capture photos, take
voice notes, do free-form drawings and more. Everything is automatically linked with the
opportunity record in CRM Online.
Takes notes in OneNote, directly from CRM
Online

18. The CRM for phones app now provides the same process-driven experience as CRM for
tablets. Nurture your leads and opportunities through the sales process with the new
intuitive interface. If you have a Windows Phone, use Cortana voice commands to access
your CRM data hands-free.
The previous version of the CRM for phones app
is still available in app stores,
but it's now called CRM for phones - Express.
Enjoy the same great mobile experience,
whether you’re using a phone or tablet

19. The Microsoft Dynamics CRM for Good app works with the Good Technology mobile
security platform to protect your CRM data even if you lose or leave your tablet
somewhere.
For example, if you leave your tablet in a taxi cab and can't get it back right away, your
CRM data is protected by Good encryption. If you lose your tablet, your admin can
remotely wipe your CRM for Good data from your tablet.
Secure your mobile data with Microsoft
Dynamics CRM for Good

20. We introduced Parature, from Microsoft, in the 2015 spring wave of releases. Now if
you're a customer service agent, you can take advantage of rich Parature knowledge base
(KB) capabilities to reduce issue handling time, directly from CRM Online. For example,
while you're working on a case record, you can:
• View system-suggested KB articles
• Search for relevant KB articles
• Read the content of KB articles inline,
including embedded images or videos
• Send KB article links to customers
Share the knowledge (base) with Parature

21. Customer service agents use entitlements to verify the type of support a customer is
eligible for and to provide the right level of support. Now service managers or admins can
set an entitlement as the default entitlement for a customer. When an agent creates a
case, the default entitlement is automatically associated with the case, saving time for the
agent.
For cases where service organizations do not want entitlement terms to be deducted (a
faulty part is installed, for example), service agents can also credit back entitlement terms
so the customer isn't charged.
Speed up customer service with default
entitlements

22. In previous versions of Microsoft Dynamics CRM, Service Managers could set up rules to
automatically create cases from incoming email or social channels.
Now sales, marketing, and service teams can use these same rules to automatically create
or update one or more records from any single incoming activity, such as an email, social,
or custom activity.
Define rules for creating or updating CRM
records from incoming activities

23. In Microsoft Dynamics CRM Online 2015 Update 1, you'll notice that forms are much
snappier than in earlier versions. You don't have to do anything to take advantage of
faster forms – they're turned on by default.
If you have forms that include unsupported customizations, however, and you encounter
errors as a result, you may want to temporarily turn off form enhancements while you
update your scripts.
Forms load much faster with the new form
rendering engine

24. Microsoft Dynamics CRM Online 2015 Update 1 includes a new opt-in update model.
Updates will only be applied after an administrator explicitly approves the update
schedule for the organization.
For simplicity, all updates are managed through a single central portal.
Updates are driven by you

25. THANK YOU!
More info: +32 475 78 32 01