Core Project teamAad van der Velden, June 2015

What’s new in CRM 2015

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New Look and Feel

Main changes:• Simplified Top Menu in Windows 8/10 tile style• Eliminated Side Menu• Flat interface with minimum number of windows and subgrids• Easier navigation• Back button or [ALT]+[<-] to go back to previous screen

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New Menu structure

Main changes:• Hover over menu item to show related submenu items• Click on Home icon to return to start page• Hover on Sales menu to show Sales related submenu items

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What’s New Wall

• Follow colleagues and CRM records in What’s new• New in 2015 you can follow activity surrounding your records added by other users• Other users can follow your activities and stay up-to-date without needing to contact you

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What’s New Wall

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What’s New Wall

• Add Posts to CRM Records• Send Messages to other Users

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My Active Accounts overview

• Simpler menu with popular commands• Click on […] to see more menu options• Click on the down arrow to change the view• Click in front of an individual record (account in the example) to select it• Once selected you can use commands in menu above the account listing• Click on the Account name to open the record with one click

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Switch record types

• Work in one type of records (e.g. Activities) and quickly open a totally different record type (Accounts)

• CRM keeps track of the records (e.g. Accounts) you recently viewed and makes them available without having to open the related view first (e.g. My Active Accounts)

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Personal Dashboard

• Create a new dashboard from scratch, or personalize one• The Dashboard will show you information but also allow you to add new

records directly from the dashboard

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Quick Create Forms

• With the Create button you can quickly add new records of different types to CRM filling out only the minimal required data

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Bing Maps integration

• Based on Visit Address data• Available on Account and Contact level• Click on Map for additional info• Get directions from Bing Maps

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Account Hierarchy

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Auto Save and Auto Refresh

• New feature in CRM 2015 called Autosave• CRM will automatically save your data on a regular basis so you won’t lose data. • You can see if you have unsaved changes at the bottom right of the form you are

working on

Auto Refresh• Data changed in Product forms is updated automatically in subgrids when you save

the Product form• No need anymore to refresh subgrids to see the changed records

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Improved Search functionality

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Other changes

• Advanced Find can be found in the top menu throughout the application

• User Options are located in the top menu

• Users can set their starting page (web client) individually

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New Account Form Lay-Out

• General section includes Primary Contact Person data• Three column lay-out• Data in header can be updated

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Address Lay-out

• Bing Map added to left of Address data• Visit and Postal Addresses stacked on top of each other

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Subgrid improvements

• Delete directly from subgrid, no need to open the record anymore

• CRM specific right click (contextual) menu

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Auto update subgrid

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Account Plan Recalculation

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Mobile ready

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And more improvements coming…

• Navigation improvements• Themes• Excel improvements

• Exports in 1 click• Preserves the CRM view• Exports more records - transfer up to 100k CRM records• Works with Excel Online (Office 365) - export, analyze and make bulk edits and

write changes back to CRM from the Excel Online• Server based E-mail synchronization

Coming to you this Fall!

Questions?Thank you

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