Picture from http://www.erpsoftwareblog.com/
Microsoft published a very important blog on December 7, 2016 on the Blogs.msdn.microsoft.com/CRM. You can read the entire blog at https://blogs.msdn.microsoft.com/crm/2016/12/05/now-in-preview-relationship-insights-for-dynamics-365/.
What is very important for end users to know is this first paragraph of the blog:
“This year brought major changes to the Microsoft CRM platform—even its name changed from Dynamics CRM to Dynamics 365. Dynamics 365 still provides all the familiar capabilities of Dynamics CRM, but now also aims to break down the invisible barriers that have traditionally existed between CRM, ERP, productivity software, and other systems that business professionals use every day. Going forward, the platform will also take increasing advantage of the scalability, data integration, and advanced processing power of the Microsoft Azure cloud-computing infrastructure. And already now, you can get your first glimpse of some of benefits this change has made possible by previewing the new Relationship Insights suite of features.”
The other helpful information in this blog details where you can find information online about the new RELATIONSHIP INSIGHTS suite, in the Dynamics 365 Online Help. Here are some of the links:
- For a detailed overview of the various Relationship Insights features and their capabilities, see the Relationship Insights overview.
- For prerequisites and instruction on how to enable and configure the preview, see Configure Relationship Insights features.
- For details about auto capture, which finds email messages from your Outlook mailbox that could be relevant to the record you are currently viewing in Dynamics 365, see the Auto capture topic. Messages found by auto capture remain private to you, but you can choose to track any found message with a single click without having to open Outlook. Tracked messages are imported into Dynamics 365 and added as an activity for the relevant record, where the rest of your team can also see them. Auto capture is only available in the web interface for Dynamics 365, though you can also track messages manually using existing controls in Outlook.
If you are having difficulty with understanding the functionality, reach out to your Microsoft Partner.
A brand new blog talks about the new features in Dynamics CRM. Check it out… from crm-cat who wrote:
The New Features of Dynamics CRM 2016 & How to Use Them!
This blog is at https://community.dynamics.com/crm/b/crmcat/archive/2016/01/01/the-new-features-of-dynamics-crm-2016-amp-how-to-use-them.
This post will cover Introductions to the following functionality and how to use them:
- Template generation for Microsoft Word and Microsoft Excel
- Knowledge Base Improvements
- Interactive Service Hub
On the updated list of new features coming to Dynamics CRM 2016and the rest of the Fall wave later this year:
- More new Cortana integrations (beyond what’s there already in Dynamics CRM) with sales activities
- Tighter integration with the Cortana Analytics Suite
- More use of Azure Machine Learning for sentiment analysis in Microsoft Social Engagement
- Offline mobile capabilities
- Better mobile app management with Intune
- New Excel templates for automating many core tasks
- Next release of Microsoft’s CRM app for Outlook that will allow users to track emails, add contacts and create records through the browser on PCs or Macs or mobile browser on a phone
- Integrated Delve functionality
- Ability to open Office apps within CRM or CRM mobile app
The company also plans to bring the field-service capabilities it acquired when it bought FieldOne this past July together with the knowledge management and self-service capabilities it has added to its CRM family via it 2014 Parature acquisition, official said.
Dynamics CRM 2016 will be generally available in the fourth quarter of this year, delivering the “the most comprehensive upgrade ever” for the platform, Microsoft announced on Tuesday. See the announcement at http://news.microsoft.com/2015/09/08/microsoft-reinvents-productivity-with-upcoming-release-of-customer-engagement-solution/.
The new enhancements are designed to:
- increase productivity for organizations by providing a simple and seamless experience across their Dynamics CRM application
- easier integration with email (there will be a CRM app inside Outlook),
- easier integration with Excel and Dynamics CRM 2016 will offer an enhanced Excel experience including new Excel templates to automate tasks such as managing sales forecasts, for example.
- easier integration with OneDrive for Business for easier task management,
- an enhanced mobile experience for the worker on the go, and,
- enriched data and analytics,
Businesses will benefit from this new version of CRM.