Please join us on November 13, 1:30 PM – 3:30 PM at our Customer Appreciation Seminar in Mississauga. Click here to RSVP. We will be showing you the latest release of Microsoft Dynamics Business Central – NAV, Dynamics 365 – CRM, and Business Intelligence. Join Vox ISM, our Dynamics 365 Experts, keynote speakers, and our special guests. We will be discussing the following: USMCA (formally called NAFTA); CAMM, ASCIP, Microsoft and Vox ISM’s APPS; Cyber Security; COJG (Government Funding); and how they can benefit manufacturing companies.
As Dynamics CRM offers a variety of features and as some of them are really stand out improvements, it is a daunting task to list out the top 10. However, for simplicity, they can be classified into features meant for users, administrators and developers. Find below the list of top 10 features of Microsoft Dynamics CRM. Best Features of Microsoft Dynamics CRM However, with the release of Microsoft Dynamics 365, a completely rebranded and repacked offering that includes ERP services too, in addition to CRM. The new cloud-enabled offering brings with it unmatched CRM performance, functionality, security and pricing familiar to Microsoft users. Quickly capture call notes: Dynamics CRM allows you to quickly capture call notes. You can log call notes, update account data or information, create follow-up tasks and do more. Schedule follow up activities: Microsoft Dynamics CRM’s activity management offers an intuitive way to rapidly record and schedule follow up on activities.
Living Arts Centre
Rogers Theatre
4141 Living Arts Dr,
Mississauga, ON L5B 4B8
Dynamics 365 Business Central is a business management solution that helps companies connect their financials, sales, service, and operations to streamline business processes, improve customer interactions, and make better decisions, in real time.
In this blog, we will outline some of the Microsoft Dynamics 365 (CRM) agenda items and key features.
Microsoft Dynamics 365 has the best and leading CRM software and solutions on the Canadian manufacturing market. It scores well on its depth of functionality. It excels in its usability and has an amazing ecosystem to adapt to the compelling ways of how the manufacturing companies work today.
Financials – Project Service Automation – Field Service – Customer Service – Marketing Customer Insights – Operations – Sales & Marketing
The number one reason our manufacturing customers purchase Microsoft Dynamics CRM is due to its tight integration across the Microsoft product family creating a captivating case for companies, like yours, to purchase Dynamics 365 – CRM Premise or other more expensive Cloud offerings.
Full Integration With All The Microsoft Software
The number one reason the Sales Team is glad their boss purchased Microsoft Dynamics – CRM is due to the fact that the package comes with the business APP ecosystem. Microsoft’s Citizen App Builder (PowerApps) is a remarkable tool that makes Microsoft Dynamics – CRM a serious platform contender. Vox ISM’s favourite APP is the integration of CRM to Microsoft Outlook. Those working on the road or in Operations love the Mobile APP.
View Dynamics 365 Financials and CRM data right from Outlook with the Dynamics 365 APP for Outlook. Create follow-up activities, convert emails directly to leads, opportunities, and cases. As well, quickly generate quotes, orders, invoices, and credit memos direct from your desktop, tablet, or mobile device.
At our November 13 Customer Appreciation Seminar at the Living Arts Centre in Mississauga, Ontario, we will show you how you can do the following: increase sales; track sales statistics; relationship selling with LinkedIn; increase your hit rate with synchronized marketing; mobility; and, full integration to other Microsoft software. We at Vox ISM, look forward to discussing Microsoft Dynamics 365 – CRM and its key features with you and your manufacturing team.
Blog post by Linda Heaton – Marketing Specialist.
Linda Heaton is Vox ISM’s most experienced marketing specialist. She has been with Vox ISM for 20 years and has touched every piece of marketing material that has gone through Vox ISM in that time. Linda has been an integral part in Vox ISM’s continued drive towards increasing sales while lowering cost per lead. Many of our customers and prospects will know Linda as she is actively engaged in our webinar and event coordination.
We surveyed the xRM³ team and pulled together the 5 most exciting new features in Microsoft Dynamics CRM 2016. As a group, we are thrilled about Microsoft Dynamics CRM 2016 and are looking forward to showing you all the new stuff! Visit our website and request to be added to our webinar invitation list. We’ll help keep you up to date with all the new functionality.
Microsoft Dynamics Crm Key Features Microsoft Office
Improved Analytic Tools
Dynamics CRM features Excel export functionality, Dashboards, and Views so users can make the best use of the valuable data entered into CRM. With each new release, we’re seeing more ways to analyze and take action on your data. Keeping up with new releases is the best way to take advantage of all the enhancements. Two of these key pieces of functionality are Immersive Excel Online and Power BI.
Power BI as a stand-alone tool is perfect for creating “mash ups” from multiple data sources. The features and functions are quite robust. Additionally, pre-built content packs for Power BI allow you to easily access and analyze data from not only CRM, but many other business solutions.
Excel integration within CRM now includes Excel templates, as well as Immersive Excel (Excel functionality within the browsing session). You can analyze, edit, and update CRM data within a familiar Excel experience. Export and work with the data just as you would with the desktop version of CRM, or work within your browser.
Go Mobile with CRM
In the past, it was difficult or impossible for sales staff to use any CRM system while out of the office. This left the sales staff without a way to access critical customer data, and no way to update their records. Now you can download free Dynamics CRM 2016 mobile apps for Apple, Windows and Android devices. Forms in the Dynamics CRM app are optimized for touchscreen phones and tablets, and display real-time CRM data. Many of the Dynamics CRM mobile clients can be used whether you are online or offline. Dynamics CRM data will sync in both directions as soon as the user reconnects to WiFi.
Deeper Integration with Office Apps
The ability to integrate CRM data easily with Office apps like Word and Excel is a productivity enhancer that benefits every user. With the immersive Excel experience, users don’t have to launch Excel outside of CRM but can analyze and update data from within CRM. Data updates can be loaded directly back into CRM. The new template capabilities in CRM 2016 allow users to create their own Word and Excel templates easily, using simplified tools and providing access to CRM fields across multiple entities. This reduces the need for custom reporting and the involvement of IT departments. The new CRM App for Outlook allows users to track emails and add Contacts from within an email and also to create new records to track emails against using a mobile browser client. Mobile users are also now able to export and analyze data in Excel from their mobile device with added support for the CRM for Tablets and Phone Apps. It has never been easier to work with CRM data in Office applications.
Improved Performance and Browser Support
With Microsoft Dynamics CRM 2016, Microsoft has taken advantage of the Azure server platform. With Microsoft’s internal servers, there are huge teams dedicated to improving performance. This includes redesigning indexes to improving the underlying code that renders Microsoft Dynamics CRM forms. This new version upgrade can improve form render time by up to 25%.
The improved performance is not only the rendering of forms, views and reports, but also with different browsers. Each upgrade continues to support other browsers and does not limit the user to Internet Explorer. The expanded cross-browser support lets your team use their favorite browser to access Microsoft Dynamics CRM. Keep in mind though, Internet Explorer 8 is no longer a supported browser for Microsoft Dynamics Online 2016.
Streamlined User interface and Admin Tools
Microsoft didn’t forget about you Admins. Some of the key enhancements for Admins in Microsoft Dynamics CRM 2016 are:
- Mobile client form previews in the form editor which load live data. This allows Admins to easily create successful and usable mobile based forms.
- Sleeker Business Process Flow and Business Rules Interfaces deliver value to users faster.
- Customer Driven Update (CDU) allows Admins to better manage their update experience and schedules.
- Guided help allows Admins to instantly provide assistance with user adoption. They can customize each user’s experience in 2016 based on user role (CRM Online only).
- Offline enhancements allow Admins better control of User experience while not connected. Admins can better control data sync based on specific profiles created. They can enable specific entities for offline syncing that will streamline the user’s experience.
These top 5 updates are just a few of the enhancements provided to the Microsoft Dynamics CRM platform in 2016. We are excited to show you these and all the rest. Join us for one of our Microsoft Dynamics CRM 2016 webinars.
Microsoft Dynamics Crm Key Features Windows 10
By the team at xRM³, a Microsoft Partner focusing exclusively on service, support and education for Microsoft Dynamics CRM. Based in San Diego County Southern California. For help with your CRM, contact us clicking here.