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The Microsoft Dynamics CRM 2015 release has so many new and exciting features and enhancements. There are such a multitude of great additions that we have been struggling to pick our favorites. We did our best to keep the list to only 10 features but as you read on, you'll be able to see there were just too many to choose from!
CRM Online Administration Experience. CRM Online markets available is expanding. System Administrators can self-provision instances from O365 and choose from 60 different markets.
Enhanced Business Processes. Have you ever wished that you could build branching logic into your Business Process Flows? CRM 2015 allows you to create branching rules and the ability to combine multiple conditions within a rule. Think of the possibilities!
Enhanced Mobile Sales. Remember the last time you were in a meeting with a client and unable to add details directly into CRM with your mobile device because you did not have access to their wireless network? CRM 2015 will allow users to create drafts offline that can easily be synchronized when the user is back online. Additionally, all dashboards can now be enabled for a tablet.
Enhanced Business Rules. No need to create multiple business rules for one logic string. Business rules can now contain If/Then logic and the ability to combine expressions using And/Or.
Search. You can now search in Dynamics CRM 2015 across different record types or configure specific fields on your preferred entities. Simply enter your search criteria in the general navigation search bar and let CRM do the searching for you.
Security Enhancements. Allow managers to access records for their direct reports based on Hierarchy across the organization. As a system administrator, this is going to be a huge time saver!
Outlook and Sync Enhancements. Additional phone and address fields are available for field level syncing. Another fabulous perk is that end users can add information to a contact note and prevent it from being shared with CRM. Fields that are synced will be flagged so there is no need to guess which fields will be visible in CRM.
Sales Product Taxonomy. Have you ever wanted CRM to provide product suggestions? This will now be possible by setting up product hierarchies, creating bundles, product properties and defining product relationships.
SLA Enhancements. There is now a specific tab within System Settings for Service. CRM 2015 allows SLAs to be paused based upon the Status Reason. Previously created SLAs will be considered standard SLAs and all new SLAs created in CRM 2015 will be considered Enhanced. All Enhanced SLA will be eligible to use this feature.
Fields: Calculated and Rollup with work in harmony with CRM 2015. You will now have the ability to create more complex field calculations that can run based upon a scheduled job and compliments business rules with real time integration. These fields can now be added to Reports, Charts, Views and Forms. A calculator icon is visible next to fields for which this functionality has been applied.
We really did try but could not stop at ten. We have to share one more amazing new feature.
11. Hierarchy Visualization. Leverage record relationships, calculated and roll-up fields to easily visualize up to four different data fields.
We hope you are as excited about CRM 2015 as we are! Make sure to look to our blog for even more Dynamics CRM 2015 tips, tricks, education and information. And don't forget our previous top 10 features!
Wondering if you're ready to upgrade to CRM 2015? Download our CRM 2015 Upgrade Checklist!
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.
22 comments on “Top 10 New Features of Dynamics CRM 2015”
Cool stuff. One thing I keep missing are quotes and orders on the tablet.
Yeah - some of our clients are missing them too. Perhaps in a newer release/update we will see that???
I got many product of Microsoft, But all are free trail versions. After some time I install windows 8.1 at my personal Notebook but after 30 days trail, Its desktop become black and create an error massage to make genuine your windows. Then I've to purchase Microsoft license at: ODosta Store
at very cheap rates, Which is working well.
Now I want to suggest you to purchase your own or business license at this site.
good stuff - anything on scheduled reporting for crm online?
HI Joe,
I am looking at using CRM in the 'cloud' for our organisation. What would be the best version to use 2013 or 2015. We currently use 2011.
Hi Lydia - Definitely go with crm 2015. Since you will have to 'migrate' your data from crm 2011, the amount of work will be the same if going to 2013 or 2015.....and could very well be much less going to 2015 as if you have plugins or js in your 2011 environment, in 2015 some of these items could be swapped for out of the box point and click configuration items....
Hi Joe,
Really great stuff you put here. Search and security enhancement features are awsome. Dynamic CRM is a good update.
Hi,
Joe I am thinking of Migrating from MS Dynamics CRM 2013 to 2015.
Can you please share the difference between these two.
I am worried about can this upgrade result in some bugs/problem in functionality of my project. Are there any features which have been withdrawn/altered that much resulting in errors/bugs?
Thanks.
Hi Rizwan - here's our blog with our top 10 features for crm 2015.
SOme of our more conservative clients always wait until rollup 1 is released before upgrading to a new version. Roll up 1, which is now called update 0.1 has been released for crm 2015. THis does address many small items. We are now in the process of upgrading our own crm 2015 servers to update 2015 0.1
hi joe,
I am looking for solution which will allow alert and track employees if they are not responding on email within 24
hours. Then on a weekly basis / monthly/basis, management would see the status of responsiveness of employees on
emails. Moreover, this requirement is to be implemented across the group.
Will this product be helpful? or any suggestion, currently we have MS Exchange mail system deployed.
Hi Maksood - Yes this would be possible with crm. Now crm could do way more then just tracking the emails.......so if going down the crm path i'd see if you could use a bit more of its capabilities. Are these inboudn emails cases? if so, perhaps we should create a case and track resolution, time to first answer, etc....DO you have an sla, crm can do sla, etc.....
HI Maksood,
1) Can you track this email n CRM
2)If yes, then you can track this activity by process Flow( Workflows) MS exchange can track email in MSCRM
regards,
Sandeep
HI Maksood,
1) Can you track this email n CRM
2)If yes, then you can track this activity by process Flow( Workflows) MS exchange can track email in MSCRM
regards,
Sandeep
You can use SLA which is a inbuilt functionality the MS CRM have.
I am newbie in CRM, I click on new button on a form, then I decide to cancel the form, but there is only save button, how can I do that?
In which way do create a new account/contact/whatever? Via Create --> Choose the entity? Or are you already at the entity and click on "+ New"? In first case a smaller form will roll down with the first and most important information. Here you can click on the dark grey cross in the top right corner. In second case (with the full form) you can either use the back-button of your browser or click on the entity where you came from (in the top navigation bar). Without images it's hard to explain but I hope you understand. 🙂
trying to mail-merge quotes, but the merge fields available in word don't match the fields in the quote entity- I've spent like a month in down time trying to figure out how to change them- some are correct, but i'm missing a bunch! is there an upper limit on the fields allowed for synch with word?
Hi there - yeah - mail merge is an area that we hope Microsoft will enhance in a future release. there is a max nbr of 60some fields that we can sync with word.
hi joe this is satish we are currently working with 2011 environment. we are planning to migrate to 2015. What is the best solution for that and while upgrading am i need to move all plugins, workflows and java scripts manually. Could please suggest best solution for that as we have so many custom entities, plugins and java scripts.
thank you.
hi joe this is satish we are currently working with 2011 environment. we are planning to migrate to 2015. What is the best solution for that and while upgrading am i need to move all plugins, workflows and java scripts manually. Could please suggest best solution for that as we have so many custom entities, plugins and java scripts.
thank you.
hi joe this is satish we are currently working with 2011 environment. we are planning to migrate to 2015. What is the best solution for that and while upgrading am i need to move all plugins, workflows and java scripts manually. Could please suggest best solution for that as we have so many custom entities, plugins and java scripts.
thank you.
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Cool stuff. One thing I keep missing are quotes and orders on the tablet.
Yeah - some of our clients are missing them too. Perhaps in a newer release/update we will see that???
I got many product of Microsoft, But all are free trail versions. After some time I install windows 8.1 at my personal Notebook but after 30 days trail, Its desktop become black and create an error massage to make genuine your windows. Then I've to purchase Microsoft license at: ODosta Store
at very cheap rates, Which is working well.
Now I want to suggest you to purchase your own or business license at this site.
Very nice blog on CRM Dynamics Thanks!!
good stuff - anything on scheduled reporting for crm online?
HI Joe,
I am looking at using CRM in the 'cloud' for our organisation. What would be the best version to use 2013 or 2015. We currently use 2011.
Hi Lydia - Definitely go with crm 2015. Since you will have to 'migrate' your data from crm 2011, the amount of work will be the same if going to 2013 or 2015.....and could very well be much less going to 2015 as if you have plugins or js in your 2011 environment, in 2015 some of these items could be swapped for out of the box point and click configuration items....
Hi Joe,
Really great stuff you put here. Search and security enhancement features are awsome. Dynamic CRM is a good update.
Hi,
Joe I am thinking of Migrating from MS Dynamics CRM 2013 to 2015.
Can you please share the difference between these two.
I am worried about can this upgrade result in some bugs/problem in functionality of my project. Are there any features which have been withdrawn/altered that much resulting in errors/bugs?
Thanks.
Hi Rizwan - here's our blog with our top 10 features for crm 2015.
https://powerobjects.com/blog/2014/09/16/top-10-new-features-dynamics-crm-2015/
SOme of our more conservative clients always wait until rollup 1 is released before upgrading to a new version. Roll up 1, which is now called update 0.1 has been released for crm 2015. THis does address many small items. We are now in the process of upgrading our own crm 2015 servers to update 2015 0.1
hi joe,
I am looking for solution which will allow alert and track employees if they are not responding on email within 24
hours. Then on a weekly basis / monthly/basis, management would see the status of responsiveness of employees on
emails. Moreover, this requirement is to be implemented across the group.
Will this product be helpful? or any suggestion, currently we have MS Exchange mail system deployed.
Hi Maksood - Yes this would be possible with crm. Now crm could do way more then just tracking the emails.......so if going down the crm path i'd see if you could use a bit more of its capabilities. Are these inboudn emails cases? if so, perhaps we should create a case and track resolution, time to first answer, etc....DO you have an sla, crm can do sla, etc.....
HI Maksood,
1) Can you track this email n CRM
2)If yes, then you can track this activity by process Flow( Workflows) MS exchange can track email in MSCRM
regards,
Sandeep
HI Maksood,
1) Can you track this email n CRM
2)If yes, then you can track this activity by process Flow( Workflows) MS exchange can track email in MSCRM
regards,
Sandeep
You can use SLA which is a inbuilt functionality the MS CRM have.
I am newbie in CRM, I click on new button on a form, then I decide to cancel the form, but there is only save button, how can I do that?
In which way do create a new account/contact/whatever? Via Create --> Choose the entity? Or are you already at the entity and click on "+ New"? In first case a smaller form will roll down with the first and most important information. Here you can click on the dark grey cross in the top right corner. In second case (with the full form) you can either use the back-button of your browser or click on the entity where you came from (in the top navigation bar). Without images it's hard to explain but I hope you understand. 🙂
trying to mail-merge quotes, but the merge fields available in word don't match the fields in the quote entity- I've spent like a month in down time trying to figure out how to change them- some are correct, but i'm missing a bunch! is there an upper limit on the fields allowed for synch with word?
Hi there - yeah - mail merge is an area that we hope Microsoft will enhance in a future release. there is a max nbr of 60some fields that we can sync with word.
hi joe this is satish we are currently working with 2011 environment. we are planning to migrate to 2015. What is the best solution for that and while upgrading am i need to move all plugins, workflows and java scripts manually. Could please suggest best solution for that as we have so many custom entities, plugins and java scripts.
thank you.
hi joe this is satish we are currently working with 2011 environment. we are planning to migrate to 2015. What is the best solution for that and while upgrading am i need to move all plugins, workflows and java scripts manually. Could please suggest best solution for that as we have so many custom entities, plugins and java scripts.
thank you.
hi joe this is satish we are currently working with 2011 environment. we are planning to migrate to 2015. What is the best solution for that and while upgrading am i need to move all plugins, workflows and java scripts manually. Could please suggest best solution for that as we have so many custom entities, plugins and java scripts.
thank you.