What is new in CRM 2015 RAMI MOUNLA

WDUG now on Meetup

Convergence 2015

Outline Background Deployments & Upgrade Admin Search Quick Create SLA Hierarchy Visualisation Cortana Tablet

About Moi Solution Architect CRM since 3.0 Recently came off one of the largest XRM project

Flashback - Where are we at? Q ◦CRM (2015) - Vega ◦Social Listening - Hydra ◦Marketing - Electra ◦Parature – Phoenix Q ◦CRM – Carina ◦Social Listening – Corvus ◦Marketing – Spica ◦Parature – Taurus

Deployment & Upgrade

Requirements Windows Server 2012 / 2012 R2 Small Business Server.NET (.NET 4.5 requires a reboot) SQL 2012 Exchange 2010/2013 SharePoint 2010/2013 IE 10 / 11 Office 2010 / 2013 Windows 7 / 8 / 8.1

Previous Version Can only upgrade from CRM 2013 SP1 Tables will be merged if not merged in 2013 Old “form view” will be kept ◦Recommended to upgrade to the new forms

Solutions Can only import solutions from CRM 2013 ◦2011 solutions must be imported to CRM 2013 first Cannot import back to CRM 2013 No export as (yet…)

Administration

The breakup

New Security Section

Admin DEMO

Search QUICK SEARCH & ADVANCED SEARCH ENHANCEMENTS

Quick Search Quick Search across multiple entities now available on the web client and Outlook Uses the same underlying functionality as the old quick search Default “starts with” search Can user wildcards

Quick Search Limitations Maximum of 10 entities Searches fields marked as searchable Some OOB entities cannot be customised for searchability (e.g. Can only search notes titles) Searched as terms (e.g. Contoso Inc) No most recent used Can only open records Display First 3 fields from quick find view

Advanced Search Removed from the default command bar Now accessible from the navigation bar

Demo QUICK SEARCH, ADVANCED FIND

Quick Create NOW AVAILABLE WITHIN FORMS

SLA Enhancements

SLA enhancements Two types of SLAs ◦Standard (not pause and resume) ◦Enhanced (Cannot be converted to standard) Define success actions (previously only failures + manual actions) Pause and Resume Associated Status as Pause (Customise the On Hold status)

Demo SLA

Hierarchy Visualisation

Enables the visualisation of hierarchical records Works on some OOB entities and custom entities Uses tiled windows based Can be exported in solution

Limitations Only with self-references Cannot modify OOB entities’ that already have a hierarchy defined. Limited to some OOB entities and custom entities. OOB entities not listed cannot be have hierarchies enabled (e.g. Business Unit) Only Show top 4 fields in the tile view

Demo HIERARCHY VISUALISATION

Cortana Enabled in Windows phone 8.1 Cortana is only available on US settings

Cortana Commands Open an itemCRM open called. Show a viewCRM show. Search for an itemCRM find called. Create a new itemCRM create called. Create a phone call activityCRM remind me to call. Create an appointmentCRM schedule meeting to. Create a taskCRM remind me to. Open task listCRM what should I do next?

Cortana DEMO

Tablet Dashboard ◦Can select between multiple dashboard ◦Can select your own dashboard ◦Can pin them to the home screen Offline capability

Tablet MULTIPLE DASHBOARDS & DRAFT OFFLINE DEMO

Honourable Mentions Outlook ◦Enhanced wizard – facilitate configuration ◦Synchronise– appointment attachments, more files on contacts and tasks Social Listening is available OnPremise Parature Marketing

Sneak Preview – Part II Configuration/ Customisation Business process flow enhancements Business Rules Rollup fields / calculated Fields Help

Useful resources Try CRM Cortana Commands for-microsoft-dynamics-crm-for-phones.aspx for-microsoft-dynamics-crm-for-phones.aspx Microsoft Dynamics YouTube channel

Questions?