6 features of microsoft dynamics crm 2016 you must know
TRANSCRIPT
6 Features of Microsoft
Dynamics CRM 2016
You Must Know
About Microsoft Dynamics CRMMicrosoft Dynamics CRM is a Customer Relationship Management software that provides comprehensive business solutions to enhance the efficiency of sales and marketing teams in a business organization.
01
Microsoft Dynamics CRM
• Various powerful tools and features of the Microsoft Dynamics CRM not only optimize
the social insights of the business, induce business intelligence, workout the
campaign management but also deal with key customer relationship issues perfectly.
• Microsoft launched Dynamics CRM 2016 with enhanced features for online as well as
on-premise business solutions.
02
The Excel Integration
• Integration of Excel with CRM 2016 has been introduced so as to enable the automation of
calculation tasks thereby enhancing the sales process and managing the sales forecast with
Excel advanced features. You can now analyse and create the useful business insights efficiently
with integrated Excel functionality in the CRM 2016.
02
CRM for Outlook App
• New CRM for Outlook app allows you to add the contact and track the emails now from within
the emails. You can also create new email tracking records using your browser from your PC or
mobile. You can also track the emails before sending the same.
02
Integration with Delve
• The Delve functionality has been integrated with CRM2016 that enables you to surfaces the
relevant content on which you are working and what is trending around you. You can now view
your peers’ profiles, share the content with your peers without remembering the name of the
content file or location of the content. This will help you fetch the popular proposals or
presentations to serve your customer better.
02
Documents access across Office 365, SharePoint and OneDrive
• You can access and open any Office document within the CRM or CRM mobile app. Rather than
exiting CRM, opening the required document associated with any sales or client info, you are
now facilitated to open the required document within the CRM, view the same and return to your
CRM activities by simply clicking the “Back” button.
02
Build Personalized Sales Documents
• You can now create your own personalized sales documents as per the customer needs based
on the CRM data. This will prevent you to extract the data manually from CRM and then create
sales documents such as quotes, invoices, account summaries or product sheet in any other
documentation software such as Word. You can create these documents seamlessly within the
CRM itself as the automation of the document creation tasks has been integrated in CRM 2016
thereby saving your valuable time.
02
Integration of Cortana
• CRM 2016 has been integrated with Cortana allowing the embedding of sales activities,
opportunities and the customer account in Cortana thereby allowing you to surface the relevant
Salesforce across the professional as well as the personal sources.
02
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Popular Courses:
Microsoft CRM 2015 ApplicationsThis training will focus on MS CRM Sales and Service modules. The Sales module will describe the components used in MS Dynamics CRM Sales Management and explain how these can be applied to a variety of business scenarios.
Microsoft CRM 2015 Customization and ConfigurationThis training will describe the techniques required to customize MS Dynamics CRM to meet the particular needs of businesses. This course will cover: Security Management, customization of entities, customization of views, forms, customization of chart, dashboard, and configuration of business processes.
Microsoft CRM 2015 Installation & ConfigurationMicrosoft Dynamics CRM 2015 Installation and Deployment training program from Koenig Solutions equips the participant with an essential skill set to deploy and implement a Dynamics CRM 2015 system.
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