Happy New Year! A new year is started with the release of Dynamics CRM 2016 that was announced to be available since December last year. By this time, some of the CRM Online organisations might have been updated, and the good thing about Dynamics CRM 2016 release is that it is available for On Premise as well!
Let us begin with the top 5 new features that are introduced in this release that interest me the most.
- Document Generation
Document generation has been asked frequently for Dynamics CRM implementations. Previously, all kinds of document generation is either dependent to Mail Merge functionality or 3rd party ISV solution such as XperiDo or Documents Core Pack. With this new capability, now we can generate documents based on Dynamics CRM record. The instruction on how to do the Document Generation is available here. This new feature comes with a caveat, with limitation of the depth of the record relationship. For more complex scenario, the mentioned 3rd party ISV solution will be a better option, until Microsoft Dynamics CRM product team enhances this capability even more.
- New Navigation Bar and Theme for CRM On-Premise
This feature is not a new thing for Dynamics CRM Online customers with CRM Online 2015 Update 1 (v. 7.1.0). The navigation bar for Dynamics CRM On-Premise has always been the same as it was in CRM 2013, and there is no supported way to give the customer branding of their CRM system. Now with the availability of this release, On-Premise customers can start enhancing their user experience. For more information on how to do custom theme for your CRM implementation, please refer to my previous post here.
- Enhanced Excel Immersive Experience
Dynamics CRM Online 2015 Update 1 comes with immersive excel experience. Now this functionality is enhanced with the pre-formatted Excel template to generate the analysis quickly. The instruction on how to do the analysis with the Excel Template is available here.
- Interactive Service Hub
Interactive Service Hub is a great UX representation for service agents to have a single place to work with. Interactive Service Hub comes with a new Dashboard UI and more productive form that will show detailed data around the case and the customer. Interactive Service hub is not a replacement for the great Unified Service Desk (USD); it is another offering from Microsoft for the businesses who would like a new customer service desk that is centralised in Dynamics CRM, but not fully integrated with other applications like USD.
To learn more on how to use Interactive Service Hub, this article will help you get started with the hands-on experience with this productive tool provided by Dynamics CRM. If you would like to read more on how to configure Interactive Service Hub, please refer to this excellent blog post by Jesper Osgaard, Dynamics CRM TSP from Denmark.
- Documents in Mobile and Tablet Apps
For mobile workers that need to go from one site to another, to improve their productivity on the go, Dynamics CRM Mobile and Tablet apps has been enhanced to have document management (SharePoint and OneDrive for business) and app-to-app deep linking capability to enhance the user experience.
So, what is your favourite new feature of Dynamics CRM 2016? Let us know what you think in the comments section below.