Microsoft’s Customer Relationship Management software, called Microsoft Dynamics CRM, just received a substantial update including new features for both end users as well as admins and developers.
The CRM 2016 spring wave is a collection of updates adding features to various version of Dynamics. The official names of the updates are:
- Microsoft Dynamics CRM Online 2016 Update 1 and Microsoft Dynamics CRM 2016 Service Pack 1
- Microsoft Dynamics Marketing 2016 Update 1
- Microsoft Social Engagement 2016 Update 1.5
Here is the full list of features added in the CRM 2016 spring wave.
Microsoft Dynamics CRM
Field Service
Project Service
CRM portals
- Build custom CRM portals
- Engage with communities using the community portal
- Empower your channel partners
- Manage portal content
- Create a theme for your portal
- Configure a CRM portal
- For portal customers, a customizable user’s guide: Portals for CRM Usage and Adoption Guide
Mobile offline
Power BI
Subscription and release history
- Manage your Microsoft Dynamics CRM Online subscription
- See the release history for new and updated topics
For developers
- Important changes coming in future releases of Microsoft Dynamics CRM
- What’s new for developers
- Dynamics CRM application platform – A platform for building extended CRM (xRM) applications
- Updated assemblies in the download package and on NuGet (https://www.nuget.org/profiles/crmsdk)
- For a complete list, see Release history for SDK Version 8.1.0, May 2016
Microsoft Dynamics Marketing
- Integrate online payment with event registration
- Dynamics Marketing is now ISO 27001 and ISO 27018 certified: Microsoft Trust Center
- Design message content using the graphical editor
- List management and segmentation
- Set up registration items for events
- Create and customize landing pages
- Set up file options for digital asset management
- Manage purchase orders
- Configure user defined fields
- Extended OData feeds for Power BI and custom analytics, integration and reports
Microsoft Social Engagement
- Tag posts with intention tags and custom tags
- Microsoft Social Engagement Translation Guide
- Adaptive learning based on changes to organization’s sentiment values
- Set up searches to listen to social media conversations
- Manage access tokens
- Link posts from Social Engagement to Dynamics CRM
All in all the Spring wave for CRM is a pretty far-reaching update with a lot of new features. To learn more about what was added you can see what is new here.