Microsoft Dynamics CRM is set to see a substantial update this spring, with the release of Carina. This will serve as the first major update to the new CRM 2015. Although an exact date for its release is yet to be determined, CRM users and partners are abuzz with the features and added functionality that Carina promises. Here are some notable features that can be expected:
1. Enhanced Excel Integration
The new update will allow Excel users to open their data in spreadsheets within CRM. This serves as a valuable feature for quick visibility and analysis of data, and eliminates any compatibility issues that may arise should you have a different version of Excel installed.
2. OneNote Online Integration
Users can now take notes, create voice memos, capture photos and clip web pages from any mobile device (such as iPads or Android phones) and attach them to CRM using OneNote.
3. Improved Mobile Capabilities
Users can expect a more consistent experience across different interfaces, whether on desktops, tablets or mobile phones. Charts and graphs can also be viewed and edited on mobile phones.
4. Customizable Themes
CRM now offers a feature where themes can be customized to match a specific company’s colour scheme or branding. Users can customize themes other than the ones offered on CRM by utilizing the theme builder form to create themes using HTML codes. This new feature also allows for custom logos to be easily added into the overall look of the theme.
5. New Navigation = Better User Interface
Expect less time devoted to scrolling with CRM’s quicker navigational interface. Carina features a more stack-focused interface where sub-menus can easily be viewed and users can access more information at a glance.
To learn more about CRM 2015’s new features, register for our upcoming webinar!
Linz Tan, Web Marketing Assistant, WebSan Solutions Inc. a 2014 Ontario Business Achievement Award Winner for Service Excellence