Multi-entity search: You may remember this feature as being only available on the tablet app until now but with CRM 2015 it is now available even on the web app.
The hierarchical chart view will be available out of the box for Accounts, Products, and Users but a system customizer can enable it on other 1:N relationships for all other entities, even custom entities. This feature gives you the ability to view all related information in a chart view.
CRM Basics guide for new users in Sales and Service. These are 1-page views with basic instructions on how to navigate, enter data, and search for records and other common tasks. These basics guide would be relevant even if the system is customized based on business processes because it guides to the user for some basic operations within CRM.
Quick create improvements: You can now initiate a quick create within an existing quick create form that you are working on. For Example: If you were creating an opportunity using Quick Create and if you also wanted to create a new contact then you would have to do so within a new form.
New Outlook Configuration wizard: The Outlook add-in configuration has been improved to easily add CRM organizations and manage the configurations. The configuration now also supports Multi-factor authorization to make the Outlook CRM setup more secure.
A configurable outlook and CRM synchronization between Contact and task fields, sync assigned tasks and appointment attachments.
Field Level security enhancement: After numerous request Microsoft has heard us, you can now setup field level security on other fields besides custom fields. There will still be some system fields on which you cannot setup security but most of the business-related fields should be available to setup Field Level Security.
This is not the entire list but some of the highlights of the changes coming to Dynamics CRM. There have been demos of Cortana (Digital assistant introduced with Windows Phone 8.1) working with Dynamics CRM and even other digital assistants like Siri. We will cover these and other enhancements as more information becomes available.
DAVE VORA | Senior Business Software Consultant and CRM Lead
Dave is responsible for leading KTL’s CRM consultants, assuring that our solution scoping, architecting and delivery meet and exceed customer expectations. Dave has built lasting relationships with clients by understanding their business needs and providing value by leveraging their existing resources. Along with his consulting team, he has delivered effective solutions beyond traditional CRM constraints. Dave has more than eight years of experience in implementing business software for a variety of industries including service, government, distribution, not-for-profits, and manufacturing. He graduated with a Bachelors of Science Degree in Computer Science and also a specialization in Management from the University of California at Irvine. His experience includes helping companies embrace technology to fulfill their organizational needs and creating innovative solutions using CRM, GP, Scribe and other Microsoft products.