Spring 14 Update is here

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.

Timers

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

Other Tidbits

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.

Matthew C. Anderson
 

I'm an enthusiastic speaker, creator, and problem-solver.

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