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Microsoft has released the Spring Wave of updates for CRM 2015.
Here some interesting features for CRM Online 2015 Spring Wave Release:
Add a logo or change the color scheme using themes
Create a uniform look and feel across all your applications with themes. For example, add a company logo or change default colors for entities or links. Preview your custom theme, and then publish it for the whole team when you're ready. No code required!
Track Exchange email activities automatically with folder tracking
Microsoft Dynamics CRM Online 2015 Update 1 provides a new and intuitive way to track incoming Exchange email activities. You can set up a tracking folder—use any Exchange folder in your Inbox—and then drag an incoming email message to that folder to track it. You can associate a tracked folder with a specific record, such as an account or opportunity, so whenever you move a message to that folder, it's automatically linked to that specific record.
Tracked folders work with Exchange Inbox rules, which makes it even easier to manage and track incoming email. For example, you could set up an Exchange Inbox rule that automatically routes email from a Contoso contact to a tracked Contoso folder, linked to a specific opportunity. Tracked folders work on any device that supports Exchange, so you can track email directly from virtually any device.
Track incoming email wherever you are with the new CRM App for Outlook
Microsoft Dynamics CRM already includes a full-featured CRM add-in for Microsoft Office Outlook called Microsoft Dynamics CRM for Outlook. Now you have the choice of using Dynamics CRM for Outlook or the new Dynamics CRM App for Outlook Preview to track incoming email.
Do quick analysis with Excel Online, right from CRM Online
Millions of people use Microsoft Office Excel to analyze corporate data and create reports. Now you can use Microsoft Excel Online to do quick analysis, right from CRM Online. For example, if you're a sales manager, you might want to analyze the opportunities your team owns and review Key Points of Interest (KPIs) to see how you can assist your team members. If you're a sales rep, you can open your opportunities in Excel and do what-if analysis for different incentive scenarios.
Take notes in OneNote, directly from CRM Online
Take advantage of all that Microsoft OneNote has to offer, directly from CRM Online. For example, when you're on the go at a customer site, take notes on your Microsoft Surface or other mobile device while you're viewing opportunity details. Capture photos, take voice notes, do free-form drawings and more. Everything is automatically linked with the opportunity record in CRM Online.
To discuss CRM 2015 Spring Wave items, contact Vaughn.
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