Upgrade from Dynamics CRM 4.0, Dynamics CRM 2011 or Dynamics CRM 2013 to take advantage of the powerful new features in Dynamics CRM 2015.
Search improvements: run global searches from any screen in Dynamics CRM 2015.
New Outlook configuration wizard: redesigned to simplify the process of setting up Dynamics CRM and Outlook Integration.
Enhanced business rules: supporting rich business logic, including if/else and and/or expressions, with simple visual editing of rules.
Guided sales processes: with enhanced branching logic and enforcement of business rules across all devices.
Sales Hierarchy visualization: across accounts and contacts, with key information being displayed on tiles from which users can launch actions or communications.
Product Entity Enhancements: with the ability to bundle products and recommend related products for cross-sell/up-sell.
Improved CRM App for tablets: enhanced App with tailored dashboards and analytics, personalized homepages and the ability to navigate by hierarchy.
SLA enhancements: including options to pause and resume SLAs (and timers) to track how long a case was on-hold or awaiting customer response to ensure SLAs are not breached.
Field Level security: to restrict access to out-of-the-box fields – permissions to access sensitive data fields can be tightly controlled by either hiding them or setting them to ‘Read-Only’.
Sales and Marketing Collaboration: breaking down barriers and silos between your marketing and sales teams with the new Sales Collaboration Panel which provides sales reps with access to the marketing calendar and campaigns, as well as the ability to provide input into campaigns and targeting.
Find out more about the new enhancements in Dynamics CRM 2015
Book a demo or register for our webinar.
If you have an internal Dynamics CRM support capability, we offer ‘light touch’ support to assist you through the upgrade process. We know what functionality is deprecated and what new functionality is introduced in Dynamics CRM 2015, and we make sure your fit gap analysis is correct – replacing previous customisations with new out of the box functionality is typically one of the key benefits of an upgrade. We make sure your upgrade plan covers all the bases, is achievable, and we support your internal team through the deployment, data migration and cutover process.
Alternatively, we can take on the project. We follow Microsoft’s SureStep methodology to ensure all aspects of the upgrade process are addressed, and we take responsibility for all phases of the upgrade – scoping, fit gap analysis, licensing, deployment, data migration, cutover, user (re)training and go live support, including Hypercare.
Dynamics CRM 2015
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