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New Excel templates are being added to CRM 2016 and will enable users to view sales data from within CRM, perform what-if analysis in Excel, and then to upload the changes directly to the Dynamics CRM database.ĭocument Generation is being introduced: it is now possible, with one click, to generate documents (such as account summaries, quotes, orders, invoices and product sheets) from CRM using pre-defined Word and Excel templates. The CRM app for Outlook is being enhanced so that key sales capabilities can be delivered within Outlook desktop and mobile. New capabilities will allow them to see the generated HTML in emails interactively. The email editor from the 2015 release is being improved to make it easier to use for marketers.
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Both outbound and inbound SMS marketing will be supported. It focusses on four major themes: Productivity, Intelligence, Mobility and Unified Service.ĬRM 2016 will make it possible to create SMS campaigns and to integrate SMS marketing to multi-channel campaigns.
#Microsoft dynamics crm 2016 download trail update#
The CRM 2016 update has quite an expansive scope: it covers all the CRM component services: Dynamics CRM, Parature, Dynamics Marketing, Microsoft Social Engagement. The aim of the CRM 2016 release is to improve the customer service experience even further. The purpose of Microsoft Dynamics CRM solutions has always been to deliver better customer service experience via intelligent customer engagement. It’s a pretty comprehensive step forward. Microsoft and 365 Talent Portal recently ran some webinars for our consultants to give them a sneak peak at Dynamics CRM 2016 – and feedback has been tremendously positive.