Gill Walker – CRM Success Catalyst, Speaker, Educator, D365 Project Manager, Microsoft Dynamics 365 Functional Consultant, Solution Architect, Advisor, Trainer, MCT, MVP, DTM

 

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CRM 2015 Spring Release is here

The Dynamics CRM 2015 Spring Release is now live!  All new CRM online environments will incorporate the release.  Timing for the on-premises CRM 2015 release is not yet provided.

Get the full guide to FEATURE and INTERFACE changes in this release!  Other online products including Microsoft Dynamics Marketing, Microsoft Social Engagement 2015 and Parature have also been updated.

The update includes great integration with other software packages so your latest CRM data is always at your fingertips.

Some CRM 2015 Spring Release highlights

Here are some of the highlights which got our attention in this release and how they can be used effectively for your CRM:

  • Intuitive tracking of emails through Exchange: Tracking new opportunities coming through email is simple. Move incoming emails to a set folder in Exchange, then the Outlook App lifts CRM tasks and activities and places them within your email. Track the email conversation, and save contact information in CRM.
  • Integration with OneNote: This allows note-taking to be synchronised within Dynamics CRM. Keep critical client information within the account file, and attach rich media content such as voice recordings, videos, and photos.
  • New CRM for Phones app: Lets you nurture leads and opportunities on your mobile in the same way you can for tablets.
  • Social media activity integration: Your social media channels can now feed information directly into CRM. Create rules which update client data, or create leads or opportunities based on social media interactions.
  • Redesigned Export to Excel and Excel reporting interface: Export to Excel desktop (2007 or higher), Excel Online, or any other Excel client. Sales teams can even manipulate CRM data in a familiar Excel format and save changes, all within CRM.
  • Join work groups together with Office 365: Team members who don't have CRM can interact with CRM users via Office 365 groups. Schedule training sessions and seminars, share work documents, emails, OneNote files, and more.

Get 32 information-packed pages to help you get maximum benefit from this release

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Opsis is an expert Microsoft Dynamics 365, Microsoft Power Platform and CRM strategy consulting company. Our focus is your CRM success, with Microsoft Dynamics 365 / Microsoft Power Platform or any CRM technology - not licence sales or billable hours. As Principal CRM Success Catalyst, Gill oversees all business operations, strategic planning and execution, yet she still believes in offering personal attention to each and every client, so as to understand their needs and offer tailored solutions.  We are based in Sydney, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia.  Gill is the creator of SuccessRM - your blueprint for CRM success.  We offer:

  • Strategy for your successful CRM
  • Microsoft Dynamics 365 and Power Platform
    • scoping
    • implementation
    • technical support
    • training
    • consulting, advice and guidance
    • assistance with your centre of excellence
  • Mentoring for CIOs and other decision makers tasked with implementing CRM.