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In a joined-up business environment, marketing and sales would always work hand in hand, with each side of the sales cycle knowing exactly what the other is doing. In the real-world business environment, that’s not always so easy. Microsoft Dynamics CRM is a perpetually evolving software solution. It aims to join up everyone’s business dealings, keeping departments in touch, streamlining communications and productivity, and gathering information from diverse records for easy analysis and action planning. The interface is familiar to Microsoft users, making it easy to create dashboards, workflows, and preferences.

CRM 2015 has a boat-load of new features that incorporate the latest technological advances and working expectations, from social to mobile and beyond. It’s an update to get excited about:

Improvements for Operations Managers and Salespeople

Adding products and bundling related products together is easier, making it simpler for sales personnel to cross- or upsell. It’s also possible to create pricelists based on territory or customer segment, creating a more focussed, easily accessible set of data.

Hierarchical charts pull together all the products available, making visual connections between product possibilities. With all relevant information at your fingertips, there’s less chance of missing a prime sales opportunity. CRM 2015 will even make recommendations for substitutes or accessories.

On the Move With Cortana

CRM 2015 works across devices. Field staff can access the same data when they’re on the move as they can in the office, and with Cortana integration, it’s now possible to give voice commands on a Windows phone.

Faster Searching

Microsoft has improved the search function in CRM, so there’s now a quick way to search on the web app using keywords. Previously, searching across multiple channels or record types was only available on CRM for tablets.

Hierarchical Charts for Users, Accounts, and Products

It’s hard to get the complete picture when snippets of information are lodged in different places, files or folders. What’s needed is a way to pull relevant information together in a way that makes sense overall:

  • Products – see what’s available, how it fits in with others, and get a view of all related products.
  • Accounts – see all the details in an account, from credit limits to who’s working on it or responsible for it. You can also see sub-accounts and check up on overall revenue.
  • Users – no more hunting through reams of information or sending multiple emails to find team members. It’s all in the hierarchical view of users.

You can also synchronize different types of information between CRM and Outlook, including:

  • Assigning tasks
  • Adding contacts
  • Attaching appointments

Administrators can configure synchronisation direction, and control which fields are synchronised.

Business Processes Based on Rules and Conditions

Microsoft CRM will work the way you need it to. If, for instance, you’ve identified a prospective customer who intends buying later in the year, this might need a different approach to those who are ready to buy now. You can set up rules and conditions that guide you through that business process for a delayed sale, so proposals and approvals happen in the right time frame.

CRM 2015 has many new features all designed to keep up with current business practices. It helps companies meet customers where they’re at, which is no mean feat in the fast moving, social, mobile-enabled, consumer world.

If you’re considering Microsoft CRM, or you’ve already decided and want some advice, we’re here to help. Our extensive Microsoft experience lets us drill down into the trickiest situations, solving problems without fuss or drama.

Read more about Microsoft Dynamics 365 here

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