MSCRM Solution Come, Learn and Share

By: Amit Choudhary | October 31, 2015

Microsoft announced that it will release Microsoft Dynamics CRM 2016 in fourth quarter of the 2015. Click here to see the video that highlights what is coming in CRM 2016.


Highlights of CRM 2016:

1. SMS Marketing:

Microsoft released SMS Marketing as a new feature with Dynamics CRM 2016 to keep going through its

strategy to "Go Mobile". With this you can create SMS activity as Campaigns and track the performance of SMS campaigns.

2. Email Marketing: 

Enhance the capability of email editor to see the generated HTML content and you can use media library by modifying HTML content. Microsoft also made some backend changes to handle high volume of email, audit capabilities and increased email deliverability.

3. Dynamics CRM app for Outlook:

Microsoft release new Dynamics CRM App for Outlook apart from CRM for Outlook plugin.  Although, it has some limitation such as it can only track email unlike Appointments, emails, tasks and contact with CRM for Outlook client. However, it will definitely have great advantage that it can be used with Outlook web app.

4. Full Offline Mobile capability:

With CRM 2016, Offline mobile capability has been further enhanced. Automatic playback of offline records will help in synchronizing local changes with CRM online. So you can work offline (limited or no connectivity) on tablets and Phone.

5. Document Management:

You will be able to view document in context of CRM entity stored in SharePoint or OneDrive right from CRM Mobile app or Tablet. For example a PowerPoint slide can be opened from Contact record which is stored in SharePoint. After viewing, you can return to app just by tapping 'Back' button.

6. Task Based Experience:

New Task based experience allows users to focus on task they need to perform not on the records they interact with. With this new experience, it allows to gather data from multiple entities into single user experience. So if you are working with a customer on a opportunity, all relevent data will be brought together in coherent fashion so that you have to view only task records and need not to visit the associated records of different entity (Opportunity, Contact, Account etc). This will improve the productivity. The experience is supported by platform capabilities such as branching logic to show right pages, business logic for data verification and UI updates.

7. Mobile Management:

In todays' world, mobile apps are mandatory needs so at the same time data security is also necessary. In order to achieve this, Microsoft CRM is now integrated with Microsoft Intune, to secure CRM data in BYOD (bring your own device) kind of scenario with its Mobile Application Management (MAM) capability. This allows users to keep their personal and corporate data on their own devices. 

Policy Managed CRM mobile apps can support Intune Management policies such as:

  • PIN enforcement
  • Prevent data leakage on the device. 
  • Enforce data encryption at app level.
  • App-level selective wipe.
We will continue to see more capabilities introduced as part of CRM 2016 in my next blog. Stay tuned!


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