crm 2015 spring update features - part 1
TRANSCRIPT
• Yadnyesh Kuvalekar
• Someswara Siripuram
Deep Dive 1 - CRM 2015 Spring Update Features
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Improved Navigation & User Interface Options
Redesigned Import/Export capabilities
OneNote Integration
Folder Based E-mail Tracking
Agenda
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Improved Navigation & UI Options
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Enhanced Navigation Panel with introduction to Hamburger Menu
Users can personalize their CRM by adding Logo, changing color themes
Ability to change entity tile colors that suits your theme
Form Navigation has become easy with Hamburger Menu
Global Recent Views with Quick Create & Global Search makes CRM Navigation much easier
Themes are not solution aware, you need to export themes and import it into target environments
Navigation & UI Enhancements
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Redesigned Import/Export Capabilities
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Users cannot open files in Excel Online
Warning message occurs on opening file
All data is considered as Text in Excel
Leading zeros disappear in Excel
Currency column is split into 2 columns
Current Challenges
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One click export – Always exports records from all pages of view in re-importable format
Width & Data format is retained and data exported as Excel Table
Warning message is gone
Excel sheet name represents actual view name
Composite columns are exported as single column
Export/Import Enhancements
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Data is automatically mapped using display name while re-importing
Maximum record limit is increased from 10000 (10K) to 100000 (100K)
File size limit is now 32 MB
Export/Import Enhancements
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Export/Import Enhancements
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Ad hoc analysis is possible with Excel Online integration
With Excel Online integration, users can do bulk edit
Data can be updated in CRM web app with Excel Online and can be imported back into CRM asynchronously
Removes need of third party integration for inline editable grids
Immersive Excel Experience
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It is available for CRM Online versions only
Users should have Export to Excel privilege to perform these operations
Due to technical limitations, Save As option is not available
It only works in Web Client
Does not work with unsaved views (Advance Find)
Immersive Excel Experience - Considerations
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Not available for sub grids
Option to refresh Data Source is not available
Threshold refresh window is set to 5 minutes by default
Immersive Excel Experience - Considerations
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OneNote Integration
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Per Record OneNote Notebook is available
Notebooks are stored in SharePoint, hence saves CRM space
OneNote Notebooks can be accessed on any devices
Changes done to Notebooks from any devices are tracked back into CRM
OneNote tab is shown on record Activities wall
OneNote Integration Capabilities
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SharePoint License is Needed
To use OneNote integration, Document management for respective entities should be enabled
OneNote integration option should be enabled on respective entity
It uses SharePoint native security model and CRM Security Model does not work in OneNote Integration
OneNote Integration Considerations
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Folder Based E-mail Tracking
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Users can track their E-mails in CRM based on Exchange folders
Users can directly assign E-mails of Exchange folders to any record in CRM
Users can set rules in Exchange to track E-mails in CRM for specific records
What is Folder Based E-mail Tracking?
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Needs Exchange Online License
Server Side Synchronization should be set up in the CRM
Folder in Exchange Mail should be present under Inbox folder
Folder Based Tracking should be enabled at Organization Level
We can move the E-mails from our mobile devices and tracking will be done automatically
Folder Based E-mail Tracking - Considerations
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Summary
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We can personalize our CRM Organizations with attractive themes and Company Logo
With Immersive Excel experience, sales persons can increase their productivity by ad hoc analysis
Inline Editable is now possible with Immersive Excel experience
OneNote integration allows users to work with more collaboration and helps in sharing information quickly
Folder Based E-mail Tracking helps sales persons to focus on their work and E-mails will be tracked automatically
Key Take Away
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Contact Details:
Visit us at www.cloudfronts.com
1. Anil Shah – [email protected]
2. Yadnyesh Kuvalekar – [email protected]
3. Someswara Siripuram – [email protected]
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Book your calendar for 2nd part of this webinar series
July 14, 2015 7:30 PM – 8:30 PM IST
Book your calendar
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Form Rendering Enhancements
SDK Enhancements
CRM for Phones & Tablets
CRM for OWA
CRM 2015 Update 1 – Part 2 Agenda
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