CRM 2015 Update!

  1. AutoCalculatedFields_CRM2015
  1. AutoCalculatedFields_CRM2015

Time for an upgrade? We think so! The Microsoft Dynamics CRM 2015 upgrade is here to make your life that much easier!

Let’s take a look at some of the new features in CRM 2015!

 

Improved Business Rules -better business rules for specific and logical form based information being transferred into the CRM system.

Implementation of Calculated Fields

-create calculated fields which allows you to automate any aspect of the manual business process-no more calculations, the system will do it for you based on your business process

Easier Navigation

-better user experience with new personalized interface themes and faster navigation through records

Track E-Mail On The Go

-the new Dynamics CRM App allows for Outlook to track your e-mails.-you can now view the CRM information relevant to your incoming e-mail contact

Customizable Help

-you can create personalized user assistance where the content matches the unique specifics and answers relevant to your CRM

Immersive Excel Analysis

-Microsoft Excel can be used online for quick analysis within the CRM

Improved Excel Export

-easier export experience with a single click, where you can now export to Excel anywhere

Office 365 Groups

-you can create groups for team members who don’t have CRM access to share specific information and documents within the group

One Note Integration

-you can capture and share pictures, do free form drawings, record voice notes, share to do lists, share ideas and much more through the One Note integration in CRM

Secure Mobile Version

-even if you leave your tablet somewhere or lose your mobile, this new upgrade allows your CRM data to remain secure-secure nurture to lead process regardless of location

Form Rendering and Performance Improvements

-fast form loading-better rendering allows for easier CRM compatibility
-enabled by default
-more customizations

Product Bundles

-you can create product bundles to recommend to groups for up-selling opportunities

Sales Hierarchies

-manage reports and sales with unique maps-territory and forecast data specific to role

With these bug fixes and improvements, you are sure to experience a much smoother experience with your Microsoft CRM Dynamics.

We know that the implementation of the system or simply upgrading your system can sound like and over whelming and lengthy process. That’s where we come in! Here at Atum, we are to make sure you have a lag free and optimal experience! Our experts will make the process of upgrading to 2015 seamless! For more information, e-mail us at sales@atum.com, or give us a call at 416-410-8444.

We know you will love these upgrades as much as we do! Don’t forget to keep an eye out for our blog on the upgrade process, you’ll be pleased by how easy we make it.