Like many technology companies, Microsoft frequently employs a tick-tock release schedule for Microsoft Dynamics CRM where the tick represents an evolutionary advancement over previous versions while the tock promises more revolutionary changes. While CRM 2013 was a definite tock because of its modern user interface, Business Process Flows, enhanced case management features, among other improvements, CRM 2015 represents a less ambitious, but welcome, tick.
This version will add improved global search, enhanced marketing functionality, and tools to enable closer collaboration between sales and marketing, along with other enhancements. Here are five of our favorite improvements coming to CRM 2015.
- Global Search – Yes! You can now search across record types. Search also supports keywords and the use of asterisks as wildcard characters. These improvements promise to make it much easier to find the records that you are looking for.
- Improved Email Editor – The new Email editor makes it much easier to craft nice looking email messages using CSS or HTML. Even better, the new email editor also allows you to create email templates using a drag-and-drop interface.
- Campaign Management Console – Combined with the new email editor, the Campaign Management Console transforms CRM into a credible email marketing platform. The console delivers real-time email analytics and allows you to set up A/B testing to compare the performance of two different versions of an email. The Campaign Management Console also lets you set up multi-condition triggers and embed cross campaign offers.
- Guided Sales Processes – Microsoft first introduced Business Processes in CRM 2013. These processes are great, allowing you to map your business processes onto Microsoft Dynamics CRM and provide your employees with a visual representation of your processes, complete with stages and steps. Now, Microsoft is extending the functionality by introducing automatic branch selection. Based on rules that you set, a single business process can split into two branches depending on the data that your users inputted.
- Product families – Product families allow you to create product or service bundles that combine related products together. Your salespeople see these upsell and cross-sell suggestion right on the opportunity record.
Microsoft Dynamics CRM 2015 is scheduled to be released in Q4 of 2014. You can expect to see it reach market sometime in December. For more information about Microsoft Dynamics CRM, including configuration and training services, visit www.xrm.com.