Dynamics CRM 2015: Top 11 new features

CRM, Home Page
CRM 2015 for Marketing Marketers can expect richer functionality in terms of social marketing, email marketing and collaboration with Sales. Integrated Email editor: simple drag-and-drop email editor that lets you create emails from scratch or customise any of their pre-defined templates. You’ll also have the possibility to switch between a visual and a HTML editor to create the perfect visual effect! Improved Campaign Management: more intelligent lead scoring systems, multi-condition triggers, cross-campaign offers and finally – A/B testing! All this to make sure your marketing is better targeted and delivers better results. And our favourite? Webinar integration – for an even deeper insight into what works and which leads are passionate about your products!   Integrated Social Listening: No more separate marketing & social listening platforms – now it’s all…
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“Which CRM is Best for My Industry” the Wrong Question to Ask ?

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I feel as though a CRM system is an effective vehicle to maximize the benefit of sound business processes – it isn’t, on its own, a solution. We can all agree that platforms such as Salesforce and Dynamics allow for infinite configuration possibilities, but without established business processes in place, the flexibility of those platforms is completely lost on an organisation. How do you progress a contact through a structured sales pipeline process? How do contacts enter your system, and how are they maintained? Does everyone in the organisation have a unified understanding of these processes? Those are the questions you should be asking first; then you can start to explore which platforms best support your processes. Those processes and disciplines are the difference between having an organisation-wide customer lifecycle…
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CRM Adoption

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To encourage staff to use CRM,  it must be an essential step in the process. If staff don't need to use the system, they won’t. Its just a fact of change management, there must be a motive. If part of the process defines using CRM then they probably will, over time some affection will arrive and as they begin to get used to the system they will use it more effectively and willingly. Nothing is perfect first time, so hold regular meetings to discuss the functionality of the system and how this could be improved. Feedback is key; so ask users what they like/don’t like and use customisation and training to solve these issues.
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New features coming to Outlook on the web

CRM
by Outlook Team, on August 4, 2015 Today, we are happy to announce exciting updates coming to the web version of Outlook in Office 365. As part of our ongoing work to deliver the richest email and calendar experiences on the web, we are rolling out an improved user interface (UI) and new features that help you be more efficient, stay on top of your inbox, and better manage your calendar. Formerly known as the Outlook Web App (or OWA for short), our browser-based Outlook experience will simply be referred to as “Outlook on the web” going forward. Let’s take a closer look at what’s new. A cleaner look for greater efficiency Outlook on the web now sports a simplified, cleaner UI to help you work more efficiently. This starts…
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Successful Deployment of CRM (suggestions from CRMUG panel)

CRM
If you are new to Microsoft Dynamics CRM Online, there can be a lot to learn about the product, and even more to prepare for in rolling out the solution to an organization. User adoption of an enterprise system is always challenging, and CRM Online's mix of SaaS capabilities, customization, and periodic updates from Microsoft mean that system administrators must carefully manage mission critical processes in sales, service, and marketing. So where does a new CRM system administrator start to ensure a great rollout? (more…)
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Microsoft Dynamics CRM Spring 2015 – Immersive MS Excel

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The release of Microsoft Dynamics CRM – Spring 2015 includes a helpful new feature; Immersive Excel. This functionality allows a user to manipulate Dynamics CRM data in MS Excel, without the cumbersome "Export to Re-import" process required in the past. The Spring release handles this process behind the scenes now, giving the user a multi-record, frictionless data manipulation experience. However, this feature is only available using Dynamics CRM Online and O365 MS Excel Online.  Here are the requirements to take advantage of this new, powerful feature: Dynamics CRM Online Separate O365 License required Export to Excel Security Role Privilege Available in the Web Client Let's dive right in to demonstrate what can be done with the new Immersive MS Excel. This example contains a list of Leads that need some…
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