CRM Online Version x aka CRMOL v2016

Marketing SMS Marketing

Marketing

Voice of the customer (Surveys)

Interactive Service Hub Role driven next-gen agent experiences (tailor- made for Customer Service personas) NEW

Knowledge Management

PowerBI Offering Service Intelligence

Unified Service Desk (USD)

Microsoft Social Engagement

Social Center

Private documents storage All document sources in one place Phone and tablet support for document management NEW

OneDrive for Business

Auto-generate formatted Documents based on CRM Records Generate docs as part of a workflow Create and edit Templates to achieve the desired document structure NEW

Creating a Template

Generate a Document

Apps, Apps, Apps and Outlook

Deep linking directly to a record/view/dashboard in the CRM mobile app Inbound links from other apps such as to CRM with mobile-specific URI Built-in sharing for apps ms-dynamicsxrm://?pagetype=entity&etn=[ETN]&id=[GUID]

Calendar Arc Knob Auto-Complete Bullet Graph Flip Switch Input Mask Linear Gauge Linear Slider Multimedia Number Input Option Sets Radial Knob Signature/Pen Star Rating Website Preview

Understanding Custom Controls Enhanced visualization and touch experiences—controls are for Mobile Client only Surfaced as regular Xrm.Page.ui control objects, with support for onLoad and onChange events Available to replace entity grids, Dashboard/Form lists and Form fields Not available on Process Control and Phone Header fields on this release Not extensible on this release 15 controls available: Calendar, Arc Knob, Auto-Complete, Bullet Graph, Flip Switch, Input Mask, Linear Gauge, Linear Slider, Multimedia, Number Input, Option Sets, Radial Knob, Pen Control, Star Rating, Website Preview (online orgs only)

Data Performance New System Setting Option

Data Performance Review, analyze, and optimize the data access performance of components in your organization.

OPTIMIZE REMOVE Period: Year to Date Year to Date Change : % Confirm Optimization Are you sure you want to optimize this component? Please verify that this optimization improves performance. If it doesn’t, consider removing it. It may take several minutes for this optimization to appear in your organization. Learn more Optimize

OPTIMIZE REMOVE Period: Year to Date Year to Date Change : % Limit of 20 optimizations per entity. Only provides an optimization recommendation when the impact is greater than 20%.

Recurring Integration Data Management Scenarios Data Migration

Cloud Service – Free Getting data in at high-speeds into CRM Online Designed to handle large volumes with data staging and validation Support for scheduling import (Post Preview feature) Platform SDK CRM Online Staging DB * PREVIEW FEATURE