Keeping with the brisk update tempo they’ve set over the last year, Microsoft just announced that Dynamics CRM 2016 is on deck for later this calendar year. They’ve outlined some of the biggest changes on-deck and members of CRM Software Blog have been given access to some of the early application screenshots.
So, in order to share the highlights with you, I’ve taken the six specific features Microsoft mentioned in their blog post and matched them with the screenshots of the corresponding features. (Where possible.)
1) An enhanced Excel experience within CRM, including new Excel templates to automate many core tasks. This helps our customers across the board but particularly in the sales as it allows them to do things like calculate commissions or manage a sales forecast. They get analysis and insights directly in their sales processes, without the need to export or switch – just easy toggling to reduce countless steps and eliminate the complexity.
2) The next generation of our CRM app for outlook enables people to track emails, add contacts from within an email or even create new records to track emails through the browser on PC, Mac or mobile browser on a phone.
3) Delve functionality to surface trending content that is most relevant to what a person is working on and what is trending around them. For example, Delve might show popular presentations or proposals to help our customers with their opportunity or account.
4) Contextual documents across SharePoint, OneDrive for Business, and Office 365 Groups for any CRM record. Our customers can now seamlessly open various Office apps within CRM or the CRM mobile app. We’re making it easy for people to open a document in the CRM app using different application on various devices like Microsoft PowerPoint for iPad or Microsoft Word for iPhone. After reviewing the document, they can return back to the CRM app simply by just tapping on the “back” button.
5) Personalized sales documents based on CRM data are now easier to build with Document Generation. People no longer need to manually extract CRM data for documents such as account summaries, quotes/orders/invoices, product sheets in Word. Automation of this core sales task is another way we’re saving people time.
6) Next generation Cortana integration. We’re taking our Cortana integration to the next level by embedding sales activities, accounts and opportunities into Cortana to surface what’s most relevant to salespeople at any time – across both personal and professional sources.
There’s currently no date for Dynamics CRM 2016 but we can expect it before the end of this year. We also haven’t had chance to go hands on with any of these features, but we’ll update with our impressions when we do.