The Dynamics CRM 2016 (version 8.0) is the most comprehensive upgrade for both CRM Online and On-premise edition in intelligence, mobility and service, with significant productivity enhancements. The new designed Microsoft Dynamics CRM 2016 to all customer-facing employees to manage their daily activities in a single experience. Microsoft Dynamics CRM 2016 focuses on productivity tools; predictive analytics with machine learning intelligence; offline capability and simplified data collection with field control types for mobile users; and enhancements to the Service user experience.
Here are the following new capabilities:
1) An enhanced Excel experience within dynamics CRM, including new Excel templates to automate many core tasks. This features should help executives and particularly sales people to do things like calculate commissions or manage a sales forecast inside the CRM. It get analysis and insights directly in their sales processes, without the need to export or switch- just easy toggling to reduce countless steps and eliminate the complexity.
2) MS CRM DYNAMICS App for Outlook: MS CRM 2016, in general, is encountering the biggest updates since its official introduction. Microsoft Dynamics CRM App for Outlook is a lightweight application you can use to view Microsoft Dynamics CRM data and track email from within outlook. You can use Dynamics CRM App for Outlook on your desktop or phone. In Dynamics CRM App for Outlook, CRM data appears right in your Outlook Inbox.
3) Mobile Offline support: Lack of ability to modify records while offline is the main issue of current official Dynamics CRM mobile app. CRM 2016 sees the long awaited release of an offline service using CMR apps enabling users to create, edit or delete entries even when connectivity is lost. Automated sync ensures that updates are applied to the live CRM system. This features will be available for CRM Online customers with 5 or more Enterprise or Pro user licenses.
4) Interactive Service Hub: CRM 2016 includes a new browser based app that is optimized for customer service teams. Among the headline advantages of this new browser app are interactive dashboards specifically designed for service agents.
These come in two flavors. Multi-stream (tier 1) dashboards combine CRM views or queues while interactive charts provide a visual snapshot of the service metrics that are measured. As implied, single-stream (tier 2) dashboards feature one data stream from a CRM view or case queue with additional tiles providing other headline stats specific to the cases each user is responsible for.
5) Invoke Business rules by Process Flows: Business Rules and Business Process Flows were added to dynamics CRM 2013 but previously haven’t work too closely.
For example, for requirements to invoke a form action (e.g. set a field as mandatory) when a Business Process Flow is set, or when a stage is reached these requirements would require custom code.
When the release of CRM 2016 standard Business Rules can now handle this process.
Let’s says you have two Business Process Flows for a lead entity that reflect different products, Product A is sold exclusively to the domestic marketing and product B is sold worldwide. The form contains a field called ‘Exporter’ which is hidden by default as most sales are domestic and the default process flow if for Product A. However, when the international business process flow is selected the ‘Exporter’ field should be visible and set as a mandatory field. Thanks to Business Rule ‘conditions’ this process can now be applied using the inbuilt functionality of CRM 2016 without the need to resort to external development.