Everything You Need to Know About the Microsoft Dynamics CRM 2015 Release

November 4, 2014   //   Customer Relationship Management, , , ,

By now just about anyone keeping tabs on Microsoft Dynamics CRM has seen that CRM 2015 is scheduled to be released in Q4 of this year. I have seen some confusion around what the 2015 release brings, which portions of the release are already available and how the feature set differs for online and on-premise customers. I wanted to break it all down for you in my blog on everything you need to know about the Microsoft Dynamics CRM 2015 release.

Fall 2013

Microsoft released CRM 2013 – this version release provided a complete new user interface which added many brand new compelling features (check out our blog – What Are Some Cool New Features of Microsoft Dynamics CRM 2013 to learn more).

Spring 2014

Microsoft released some new features and fixed some standing issues in a large rollup called the “Spring 2014 Update” or CRM 2013 Service Pack 1. For on-premise customers, this was installed as a service pack executable on your CRM servers, while for online customers, the update was managed through the “install updates” button in the settings section of CRM.

The most sought after features of this release come in the form of Social Listening and Microsoft Dynamics Marketing Automation. Both of these solutions bring the Microsoft solution that much closer to functional parity with Salesforce, but at a lower price point without utilizing third party solutions like Radian6 and ExactTarget.

Social Listening:
Social listening allows customers to track various social platforms of their customers and measure things like posting rates, geographic activity and sentiment about your brands, services and competitors. This service was available for online customers only and is included with the base licensing.

Dynamics Marketing:
Dynamics Marketing is a cloud based service model that allows for robust visual campaign setup and execution that integrates with your online or on-premise CRM. Emails are sent from Microsoft’s servers instead of your own network and they measure ROI based events like delivery, opens and click-through rates and then push the information back into CRM. They also will provide lead scoring based on responses to marketing activity. This service is available for online and on-premise customers and requires additional licensing of $125 per user per month.

I will dig in further on these two major feature additions over the course of my next two blog posts.

Q4 2014

In Q4, Microsoft will release Dynamics CRM 2015. The user interface remains largely unchanged, while many new features are added and many existing features are improved. The Microsoft Dynamics CRM 2015 Release Preview Guide seems to show the Social and Marketing features as being new, even though they have been in place since the spring update. There are however some additional improvements to this functionality and some great technical improvements such as:

  • CRM 2013 brought us the visual sales process which allows us to see the sales stage of an opportunity and dynamically change the information captured in that stage. Now in 2015, we will be able to dynamically change the sales process and add branching logic based on the opportunities attributes
  • Global search field present in the navigation will allow you to search for terms across all supported entities at once and provide results from in a single screen
  • Increased sales order functionality mostly centering around the capability to create product bundles to promote upselling
  • The social listening feature will now be available for on-premise customers
  • Visual hierarchy feature will allow you to see in a “tree” structure how accounts are related to child accounts. This feature applies to products and users as well.
  • Addition of “roll-up” fields and “calculated” fields that allow automatic summations and calculations. The calculations will run in an asynchronous process and will automatically calculate in batch when they are first added to an entity with existing records.
  • There will be new security model changes that allow for visibility based on hierarchy in the organization

SWC has been an implementer of Microsoft Dynamics CRM since the product’s origination and have vast CRM customization and deployment expertise. If you would like to learn more about CRM 2015 or how SWC can help your organization drive sales, marketing and service processes through this platform, please contact us. And stayed tuned for more information on our Microsoft Dynamics CRM 2015 event in January.

Related CRM Blog Posts

Please read a few of our past CRM blog posts to learn more about our solutions.

Integrating Microsoft Lync and Dynamics CRM for Call Tracking
Deploying On-Premise Dynamics CRM to Remote Users
Ask SWC: What’s a Great CRM Tool for Your Sales Team?
Maximizing User Adoption in CRM Deployment
Best Practices for Marketing Automation in CRM
Ask SWC: Salesforce Goes Social with Chatter
Choosing the Right CRM Solution Part I
Choosing the Right CRM Solution Part II
Common CRM Mistakes and How You Can Avoid Making Them
Compete: How Developing a Solution for the Salesforce.com AppExchange Launched a New Company
The Three Main Components of a CRM System
Why SWC is Developing a SalesForce.com Practice

Microsoft Dynamics CRM Success Story

Watch our Microsoft Dynamics CRM video case study to learn more about how SWC helps clients find success through CRM.