Friday, 9 September 2016

Productivity Features in Microsoft Dynamics CRM 2016 Update 1 And Service Pack 1

Both Microsoft Dynamics CRM 2016 Update 1 and Microsoft Dynamics CRM 2016 Service Pack 1 have impressive Productivity features to offer. These truly make MS Dynamics CRM the most suitable CRM for Small Business enterprises and just for the record if companies suspect this information to be hot air, they can always schedule a Microsoft Dynamics Demo with a Microsoft Dynamics Partner Australia and see for themselves as to what is there in the offering.

What are these productivity features in the Microsoft CRM System version 2016 Update 1 and Service Pack 1 that have companies gushing?

1. Tailored In-App for CRM Online Users: Learning Path is a feature that helps go through every important task step-by-step and also provides eBooks, videos and relevant Help topics when needed most.

2. One of the finest as far as features are concerned in MS Dynamics CRM 2016 Service Pack 1 and Update 1 is, better collaboration with Office 365 Group Enhancements. Before these two releases, users would create new groups for every CRM record they wanted to collaborate on. From now on, they can simply set and connect an existing group to different records. All team members of a particular project automatically get added to that project’s group and whenever a particular group gets deleted, end users get to know about the same immediately so that the record at once be connected to another group.

3. Microsoft CRM System 2016 Update 1 and Service Pack 1 allow end users to add email signatures to their web client email. This helps save time on email correspondence as well as add a professional touch through an email signature. Users can maintain a default signature for everyday replies as well as for new email messages besides maintaining totally distinct ones for special cases. A default signature can be assigned to a queue and once the ‘From’ field is changed from user to queue, the default signature too changes automatically.

4. The most popular CRM for Small Business enterprises version 2016 Update 1 and Service Pack 1 enables the display of multi-entity search results as a single list. End users get to search for records across multiple entities through Relevance Search and the results from this, are returned in a single list relevantly sorted.

5. Multi-Entity Quick Find is known as Categorized Search in 2016 Update 1 and Service Pack 1. This helps view results grouped by entity types like accounts, contacts and leads. End users interested in finding records of one record type only can use this feature from the entity list grid.

Companies skeptical about the efficacy of these features can schedule a Microsoft Dynamics Demo, as mentioned earlier, with a Microsoft Dynamics Partner Australia.

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