1. Dynamics CRM 2015
New Features

2. 2015 New Features. Products Multi-Entity Search SLA Enhancements
Families, Hierarchies, Properties
Multi-Entity Search
SLA Enhancements
Pause
Tablet
Multiple Dashboards
Offline Draft records
Phone
Cortona Voice Commands
Calculated Fields
Rollup Fields
PBL
Scope
Or / If-Else
Outlook Configuration
Oauth Support
Business Process Flows
Branching / If-Then-Else
Hierarchy Security Model
FLS for OOB fields

3. Products
Families
Properties
Suggestions
Hierarchies
Bundles

4. Multi Entity Search
Search up to 10 entities

5. Enhanced SLA’s
Standard/Enhanced
Pause

6. Tablet App
Multiple Dashboards
Offline Draft records

7. Phone Cortona Voice Commands Example Commands:
microsoft-dynamics-crm-for-phones.aspx
Example Commands:
“CRM open account called Contoso.”
“CRM create contact called Maria Campbell.”
“CRM remind me to Maria Campbell.”
“CRM what should I do next?”

8. Calculated and Rollup Fields
Add/Subtract from Date/Time fields
Concatenate fields
Trim
Math Operations
Rollup data into a parent record

9. Portable Business Logic (PBL)
Scope
Or / If-Else

10. Outlook Client Synchronization Enhancements
Configurable Field Level Synchronization
Syncing Outlook Assigned Tasks
Syncing Appointment Attachments
Streamlined Configuration Experience
Copy and Paste your CRM web browser URL
Introduction of Oauth support

11. Business Process Flows
Branching / If-Then-Else

12. Hierarchy Security Model
Manager and Position Hierarchy options

13. Manager Hierarchy Paul Patrick Terry Jim Nancy Susan & Thomas
- Paul would have Read/Write access to Patrick’s data
- Paul would have Read access to Terry, Jim and Nancy’s data
- Patrick would have Read/Write access to Terry, Jim and Nancy’s data
- Paul would have Read access to Susan and Thomas’s data
- Patrick would have Read access to Susan and Thomas’s data
- Nancy would have Read/Write access to Susan and Thomas’s data
- Terry and Jim would only see their own data.
Terry Jim Nancy
Susan & Thomas

14. Position Hierarchy CEO VP of Sales VP of Service Sales Managers
- CEO position would have Read/Write access to VP of Sales data
- CEO position would have Read access to Sales Managers data
- VP of Sales position would have Read/Write access to Sales Manager data
- CEO position would have Read access to Sales data
- VP of Sales position would have Read access to Sales data
Sales Managers
- Sales Managers position would have Read/Write access to Sales data
Service Managers
Sales
Support

15. FLS for OOB fields
Enabled for most OOB fields