Microsoft Dynamics CRM

By: Intelligent Technologies Inc  07/27/2015
Keywords: Customer Relationship Management, Crm Software, Crm Solutions

Why Dynamics CRM Needs to Be on Your Customer Relationship Management (CRM) Software Shortlist Microsoft Dynamics CRM is a customer relationship management system that stands out among the competition, thanks to its: Customizable Themes – Dynamics CRM 2015 gives users the option to change the default color scheme and add a company logo to the main navigation bar. If you’ve been waiting for a way to customize your CRM system to match the personality of your company brand, this is it! Streamlined Main Menu Navigation – The home icon that was introduced in CRM 2013 has now been replaced with the main menu button with 3 horizontal lines stacked one on top of each other, just like the buttons you commonly see on mobile websites to expand the navigation menu. The introduction of this main menu button means users can spend less time scrolling horizontally and find what they need faster. Recently Viewed and Pinned Items – A recently viewed button has also been added to the top navigation bar In Dynamics CRM 2015. This allows you to navigate back to items you use most often in a single click. OneNote Integration – The social pane in Microsoft Dynamics CRM 2015 now offers the option for you to connect notes taken in OneNote with Dynamics CRM and to share them with other CRM 2015 users. “Older Than” Option Added to Advanced Find – Advanced by now offers an expanded variety of choices to help you find the information you need fast. With Dynamics CRM 2015 you can now filter your search queries to only display records that are older than X minutes, hours, days, weeks, months or years. Thus, saving you tons of valuable time manually filtering through search results to find the exact record you need. Export to Excel Redesign – The export to Excel wizard found in previous versions of Microsoft Dynamics CRM has been replaced in the 2015 release with a button that allows users to download information in an Excel spreadsheet with a single click. Additionally, the file size limit Dynamics CRM imposes on spreadsheets imported and exported from the system has now been increased to 32 MB (or 100,000 records). Immersive Excel Experience – Users on the go or anyone just needing to make quick edits to an Excel spreadsheet stored within Dynamics CRM, now have the option to open spreadsheets in Excel online, where you can quickly analyze or edit data in any web browser. Folder Level Email Tracking – Microsoft Exchange email users can now set up the tracking folder so that incoming emails dropped into the folder, either manually or with the help of Exchange inbox rules are automatically tracked in CRM. Please note: this requires server-side synchronization. Hands-Free Access on Smartphones – Windows mobile phone users now have the option to use Cortana voice commands to navigate and interact with the Dynamics CRM 2015 environment. Also, the smartphone apps have been upgraded to provide the same experience as the tablet apps. Learn more:

Keywords: Crm Applications, Crm Software, Crm Software Applications, Crm Software Solutions, Crm Solutions, Customer Relationship Management, Customer Relationship Management Software

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