New Features In Microsoft Dynamics CRM Solution 2016

The Microsoft Dynamics CRM Solution 2016 has introduced new features which are very promising. These are certain to excite companies and they will find these highly beneficial while tending to their customers. In their bid to provide the best service possible, these will prove to be more than handy.

1. CRM Mobile: There is plenty in store for mobile users and the Best CRM for Small Business owners by no stretch of imagination disappoints.

a) Mobile Offline Support is a feature which helps create, edit and delete entries even when connectivity gets lost. Automated Sync ensures the updates are fed to the CRM System when the same becomes live. This feature is available for CRM Online Customers in possession of 30 or more Enterprise/Pro User Licenses.

b) Mobile Security features in CRM 2016 have been prioritized very highly. With Microsoft Intune Integration, CRM 2016 takes it to another level by enabling organizations to secure their data in instances where users tend to access CRM on their mobile device. Microsoft Intune also supports PIN enforcement, app-level selective wipe and enforced encryption of app data at rest.

c) Mobile Forms can be previewed on the Microsoft Dynamics CRM Solutions. New Layouts can be previewed directly within the web browser when the mobile and tablet forms and dashboards are being designed.

d) Mobile Themes are a huge hit in CRM 2016. They will be explained best by your Microsoft Dynamics Solution Provider as to how theme colors can be used in CRM mobile for the navigation bar, custom controls and entity colors.

e) Document Management in CRM 2016 is another functional delight. Mobile Users are empowered through this feature to view MS Office Documents associated with multiple entities. This also includes documents stored in SharePoint or OneDrive for Business which are accessible from opportunities, contacts and other entities.

f) New Mobile UI Controls help optimize CRM Forms for Mobile Apps. These include Sliders, Calendar Control and other interactive features.

2. Hybrid Server Side Sync: This is another remarkable feature in the Best CRM for Small Business owners. It is basically support for hybrid scenario of synchronization between Dynamics CRM Online and Exchange On-Premise. In case you happen to use CRM Online and Exchange On-Premise and you wish to synchronize emails, appointments, contacts and tasks with CRM for Outlook, you can sync the same using server-side synchronization. This is also applicable in cases when you wish to sync email with the email router.

3. Voice of the Customer Surveys: Another exciting functionality in the customer relationship management system, it is a survey tool which enables questionnaires and feedback forms to be distributed from the solution in order to seek customer opinions and ratings and views. Via connected workflows, automated actions can be triggered at the time of survey completion. This also includes activity scheduling and sending automated messages as auto-responders. Every survey response is linked back to the individual contact record in the CRM and these responses then are aggregated to analyze survey results. The survey designer includes radio buttons, tick boxes and star ratings.

4. Features such as Knowledge Management, Bulk Data Loader and New CRM Search Option will be explained best by your Microsoft Dynamics Solution Provider. Knowledge Management enables companies to document and distribute a single source of knowledge across teams. New authoring and management processes help simplify the process in order to share best practices. The Bulk Data Loader ensures large groups of data get imported and exported to a staging area where basic data changes can be applied. This also ensures that CRM administrators are less dependent on third party solutions to handle bulk data migrations to Dynamics CRM Online.

5. New CRM Search Options helps see a single list view of results sorted on the basis of relevance across multiple entities. The legacy quick find search remains available and is renamed as Categorized Search.

Some of the new features have been mentioned here. The remaining will be written about in the follow up to this. Stay Tuned!