The next wave of updates for Microsoft Dynamics CRM and Microsoft Dynamics Marketing is expected to arrive before the end of the 2014 calendar year. These updates will add enhancements to sales, marketing, and customer service functionality, and will also add features to facilitate marketing and sales team collaboration.
These are just a few of the highlights of what’s coming:
Microsoft Dynamics CRM
Create product families: Boost selling effectiveness with the ability to bundle products and recommend related products for cross-selling/up-selling opportunities.
Utilize sales hierarchies: Manage and report on your sales data in a way that maps to your business. New hierarchical visualizations and roll-ups bring real-time territory and forecasting data to your fingertips.
Mobile sales improvements: Increase field sales productivity with flexible, role tailored dashboards and analytics, personalized home pages and the ability to navigate by hierarchy. This version of the tablet app also includes improved support for disconnected scenarios.
Enhanced sales processes: Guide sellers toward desired outcomes with enhanced branching logic within your sales processes. Increase impact via automation of business processes and enforcement of business rules across all devices.
Expanded case management functionality: Enable agents to provide differentiated levels of support with flexible Service Level Agreements (SLAs). Gain insight into service effectiveness with the ability to track and analyze key metrics like SLAs and thresholds.
Improvements in CRM for Outlook: Set up CRM for Outlook quickly and easily with the completely redesigned Configuration Wizard. With the 2015 version of CRM for Outlook, users can sync assigned tasks and appointment attachments. Admins can control synchronization between pairs of fields, which provides confidence about where data is coming from and how it’s shared.
Customizable help: Personalize the user assistance by tailoring the in-product Help content to match the specifics of your Dynamics CRM implementation. You can modify what displays under the Help question-mark icon at either an entity-specific or organization-wide level.
Microsoft Dynamics Marketing
Sales and marketing collaboration: Strengthen your marketing and sales synergies with the new Sales Collaboration Panel, which allows sellers to provide input into campaigns and targeting.
Manage multi-channel campaigns: Streamline campaign creation and improve segmentation with graphical email editing, A/B and split testing, integrated offers, and approval workflows.
Improve B2B marketing: Deepen your lead management capabilities with webinar integration and improved lead scoring, including the ability to introduce multiple lead scoring models.
Enhanced marketing resource management: Gain unprecedented visibility into your marketing plan with the new Interactive Marketing Calendar and improve collaborative marketing with Lync click-to-call and webinars.
Additional language & geographic availability: Microsoft Dynamics Marketing is now available in Japanese and Russian, bringing the total to 37 languages and 12 countries currently supported.