Thanks for stopping by. As of January 2015, Matthew’s CRM-related blogging efforts have been refocused into the Hitachi Solutions blog. Excel-related blogging has been moved to his personal blog. The content on Connecting the Data will remain available in an archive state.
Microsoft has released CRM 2015! In related news I thought I was losing my mind while I was setting up a test organization. I couldn’t find the User administration section. It’s been under Settings->Administration for quite a few releases now, but with 2015 it’s no longer there.
Instead, take a look at the Settings->Security section where you will find Users along with some other items that moved: Teams, Security Roles, Business Units, Field Security, and Access Team Templates. Some new features can be found here as well, including Hierarchy Security and Positions. Both of these will come in handy for better accommodating things like selective access for regional or departmental management teams.
You can use the following link to sign up for a CRM 2015 online trial today:
You can download the Microsoft Dynamics CRM Server 2015 files here:
During my time in sales operations, a constant frustration is that quoting can be a real hassle inside of any CRM system. There are some great tools that help with making certain aspects like configuration much easier, but at the end of the day this is an area that can always be improved (both as the person doing the quoting as well as the person managing what can be quoted).
The recent announcement of Microsoft Dynamics CRM 2015, which is scheduled to come out in December 2014, comes with exciting updates to quoting products or services. I’ve submitted a blog post Three Ways Dynamics CRM 2015 Will Speed Up Quoting to the Hitachi Solutions CRM blog.
This is fantastic news for Dynamics CRM Online customers. With the increased cadence of feature releases from Microsoft, admins have been clammering for finer control over the update process. This brings clarity and centralization to the process.
Anyone who has talked to me about the last two releases of Dynamics CRM knows that I am a huge believer in the Sales Process functionality that Microsoft has developed. I think back to my Sales Operations days and can only shake my head at how much screwing around could have been avoided if this toolset was available today (for sales reps and for my team).
The CRM 2015 release preview brings even more excitement, as there are even more strides in the ability to guide users through a business process flow. In the last release, we were still limited to a very linear process flow. If there were indicators on an Opportunity that certain stages should be skipped or handled in a different order, it took lots of time for a clever BA or some custom development from an IT pro to make that happen. If the business wasn’t willing to invest in that, then the burden fell to the salesperson to “just know” what was relevant (which meant some people filled in everything while others filled out nothing…garbage data).
Soon, a simple configuration will allow conditional branching to stages based on criteria specified by the process. This capability will be baked right into the 2015 process flow designer, To the right I’ve included an image from the preview guide showing this conditional branching, which should layer very nicely with the existing Business Rules to show/hide relevant fields..
What this means is an even more intuitive experience for the business development team. Fewer refreshes and flickers on the page. Ask only for what’s needed…automate the rest. Get the management team the detail they need for forecasting and decisions, without burdening the sales organization with a bunch of busywork. This is useful in a variety of situations, including:
- Handling variations for different types of sales (inside sales, add-ons, contract renewals, etc.)
- Time to productivity when onboarding new salespeople
- Managing sales cycles that vary if they have a short-fuse or time-based incentives
Keep it coming Microsoft Dynamics CRM Team!
Note: In this post I discuss future products and features that have been announced publicly but it is always important to remember that this is subject to change with the final release
Hot off the presses, Microsoft has announced Dynamics CRM 2015 and posted some pre-release information out to their CRM customer center website. This includes updates to both Dynamics CRM as well as Dynamics Marketing.
Here are some particulars of note:
- A specific release date has not been described, however they have specified “before the end of this calendar year”
- CRM Online customers will be able to drive the specific timing of the upgrade for their organization. This is similar to the 2013 update for SP1 and they point toward the same technet article on how this works
- CRM On-premise customers will be able to apply the update as they normally would (assuming they have software assurance)
- Dynamics CRM functionality updates hit the sales process, mobile (tablet) experience, product detail, case management, Outlook, and the help system
- Dynamics Marketing functionality updates will provide several updates around what will be a more collaborative experience for users
As a partner and member of the CRM community, I’d like to offer this reminder to folks: back when MS announced the CRM 2013 Service Pack 1 (Spring 14 release) they also mentioned that there will be several changes in what the platform supports “for the next release” which they were terming the Fall Release, but is now (which is now called CRM 2015). Read the details over on the Dynamics CRM Blog to make sure you’re aware of some prep-work that may need to take place before upgrading to CRM 2015.
Microsoft has released the Dynamics CRM Spring 14 update (AKA Dynamics CRM 2013 Service Pack 1) and my team has been playing stump-the-chump with each other on all of the new features. PS, there’s a lot of them.
In a previous blog I covered the Microsoft increased focus on the CMO. Dynamics Marketing and Social Listening both drop with this release, but it doesn’t stop there. Below are a few other teasers of the new functionality.
There have been many situations, particularly in a customer service setting, where we need robust timers that can help manage expectations and highlight the good, bad, and sometimes ugly situations caused by delays.
The great part is that timers can be used all over the place. A couple of sales examples include managing response time and escalation for reseller quote requests or deal registration.
Customer Service Functionality
Microsoft isn’t banking on Parature for all of their Customer Service workload improvement. Far from it. The offering that comes with the spring update brings several key features that have required customization and configuration in the past:
- Entitlements-This is the logical replacement of “Contracts” in Dynamics CRM (though Contracts haven’t disappeared) that I like to refer to as “Contracts on steroids”
- SLAs-Set SLAs based on factors such as issue type and time zones
- Timers-covered above 🙂
- Routing Rules-Escalation/workflow based on entitlements, timers, and SLAs. Dynamics CRM now builds the workflow automatically!
- Personal Queues
Plenty of detail on Microsoft’s CRM updates website, which I must say has been much improved over the course of the last year or so. A couple of nuggets are the improved integration of the InsideView product (now renamed “Insights” for Dynamics CRM Online customers) and the updated Solution file versioning.
Additionally, Microsoft has released Unified Service Desk, which is a companion to Dynamics CRM to help in specific customer service settings.
Very cool stuff and I’m excited for more.
Just a couple of days ago, while many Dynamics CRM customers getting ready for Microsoft Convergence in Atlanta, Microsoft dropped a press release as well as a Bob Stutz blog post about some forthcoming functionality in the Dynamics CRM Spring release. Microsoft is making good on their more frequent release cadence for Dynamics CRM 2013.
- Increased focus on the marketing side of CRM, targeting the CMO (strong message in Bob’s blog post)
- Marketing enhancements via the Dynamics Marketing product (next step after the Marketing Pilot acquisition last year)
- Social listening capability native in Dynamics CRM, which will be at no additional cost to CRM Online customers similar to the strategy with InsideView Social Insights functinoality
- Customer care improvements…separate from the recent Parature acquisition announcement
I’ll be curious to get a pulse on the reaction of folks at Convergence, but at face value this is going to be a great update.
Microsoft has announced as of January 30, 2014 that is has reached an agreement to acquire Parature to help strengthen the customer service and service portal capabilities in the Dynamics product family.
At the beginning of 2013, Microsoft and Parature announced an alliance to deliver solutions. While there hasn’t been a lot of chirping around that relationship, the offering must have had some good appeal to warrant an acquisition.
Bob Stutz, Corporate Vice President of Microsoft Dynamics CRM, has a blog post to offer his thoughts that accompanies the press release.
Tough to say at this point exactly how much Parature they’ll be showing at Convergence here in a month, but there will certainly be a buzz about it.
I’ve been a long time subscriber to the MS CRM team blog and the last year and a half has been pretty quiet.
With the release of CRM 2013 last month that’s all changed! They’ve published over 20 posts covering various aspects of the new release ranging from general functionality to technical deep dives. The content is jam-packed with information and I’d venture a guess that there will be more coming. Keep your eyes on the CRM team blog out on MSDN.
With the holiday season coming up, I’m planning on spending some time to highlight some of the more useful items buried inside of these posts.