Dynamics CRM Roadmap - Prodware CRM 2016... · 2016-01-22 · SharePoint, Office 365 Groups,...
Transcript of Dynamics CRM Roadmap - Prodware CRM 2016... · 2016-01-22 · SharePoint, Office 365 Groups,...
Productivity
Next generation productivity:
• Surface trending documents with
Delve
• Immersive Excel templates
• Document generation capabilities
from CRM – Word and Excel
• Manage CRM documents across
SharePoint, Office 365 Groups,
OneDrive for Business
Mobility
Offline mobile:
• Full offline mobile on tablet and
phone
• Streamlined document viewing and
navigation, deep CRM links
• Phase II Cortana integration: view
core deals, accounts & activities
Unified Service
Self, assisted & field service
• Interactive service hub for tailored
agent experiences
• Voice of the customer for multi-
channel enterprise feedback
• Third party access model
• Knowledge management in CRM
• Field Service with FieldOne
Intelligence
Predictive analytics:
• Machine learning for intelligent
processes & sentiment analysis
• Cross-sell recommendations
• Auto-suggest similar cases and
knowledge articles
• Intelligent & contextual assistance
Functional Release Plan – Dynamics CRMH2 CY2015 (capabilities) H1 CY2016 (themes)
SalesCustomer Success Management (n)
Productivity Enhancements
MarketingEvent Management
Richer Segmentation
ServiceCustomer Portal on Azure (n)
Service Desk (e)
SocialEngagement & Social Analytics (e)
Profiling (n), Influencer/Advocacy (n)
MobileTask Based Experiences (e)
Geo location (n)
Online Marketplace (n)
Platform Next Gen Search (e)
(n) – new
(e) – enhanced October 2015
SMS marketing (n)
Email marketing enhancements (e)
CRM App for Outlook (e)
Excel Integration (e)
Information Discovery (n)
OneDrive for Business and
documents (n)
Document generation (n)
Server side sync and Outlook
Client (e)
FantasySalesTeam, from
Microsoft (n)
Interactive Service Hub (n)
External Party Access (n)
Knowledge Management (e)
Voice of the customer (n)
Unified Service Desk (e)
Service intelligence (n)
FieldOne, from Microsoft (n)
Social Listening (e)
Productivity & Intelligent Social (n)
Social Center (e)
Social CRM (n)
Mobile offline support (n)
Document management (n)
App-to-app deep linking (n)
Modern mobile friendly
experience (n)
Mobile client form
preview (e)
Web Resources and
IFRAME (e)
Mobile security (n)
Data encryption for CRM Online
(server) (e)
Data performance dashboard (n)
Cloud Solution Provider
w/ delegated admin (e)
Bulk Data Loader (n)
New datacenters (e)
Compliance (e)
Guided user experience (n)
Modern web API (e)
Ecosystem enablement (n)
Next generation search (e)
Azure Machine Learning (n)
CRM App for Outlook (e)
Excel Integration (e)
Information Discovery (n)
OneDrive for Business and documents (n)
Document generation (n)
Server side sync and Outlook Client (e)
Multi-platform support
Phone
Tracking during compose
ENHANCED
Pre-built templates
Private and Organizational
templates
Share templates across team
members
Export to Excel from CRM for
Tablets and Phone
ENHANCED
Trending Documents
NEW
Delve
Private documents storage
All document sources in one
place
Phone and tablet support for
document management
NEW
Auto-generate formatted
Documents based on CRM
Records
Generate docs as part of a
workflow
Create and edit Templates to
achieve the desired document
structure
NEW
Hybrid Scenario
Support for Office 2016 and
Windows 10
ENHANCED
Interactive Service Hub (n)
Knowledge Management (e)
Voice of the customer (n)
Service intelligence (n)
Role driven next-gen
agent experiences (tailor-
made for Customer
Service personas)
NEW
Foundation for customer
facing applications
NEW
Native KM solution for
CRM
Simple, modern
experience for creating
knowledge
Translation and versioning
to support enterprise
knowledge lifecycle
ENHANCED
Out-of-the-box survey
functionality
Capture and track responses
directly in CRM
In-app designer with click to
publish
Adaptive and touch friendly
Flexible distribution options
NEW
Power BI customer service
dashboard
NEW
Intelligent scheduling using
optimized routes and skill
based assignments
Mobile field enablement with
complete customer insight,
real-time guidance and cross-
team collaboration
Optimized resource
utilization allows for more
work orders and resources
NEW
Social Listening (e)
Productivity & Intelligent Social (n)
Social Center (e)
Social CRM (n)
Additional Source:
Custom sources via RSS (n)
Support 15 UI languages
Support 15 sentiment
languages
ENHANCED
NOTE:
Adaptive sentiment (n)
Automated triage (n)
Group collaboration (n)
NEW
NOTE:
Publish tweets and
Facebook posts
Rich responses with
photos and videos
Author lookup
ENHANCED
NOTE:
End-to-end customer
experience
Create records (leads,
cases or any entity) in CRM
from social posts
Define and set up rules to
automatically create CRM
entities through Social
Engagement.
NEW
Mobile offline support (n)
Document management (n)
App-to-app deep linking (n)
Modern mobile friendly experience (n)
Mobile client form preview (e)
Web Resources and IFRAME (e)
Mobile security (n)
Ability to get work done
even with interruption in
connectivity
Automatic playback of
offline actions
Available on phone and
tablets for Dynamics CRM
Online customers
NEW
View documents in context
of opportunity, case or
any entity
Seamlessly integrates with
Office for documents
View private documents
on OneDrive for Business
or team documents in
SharePoint
NEW
Deep linking directly to a
record/view/dashboard in
the CRM mobile app
Inbound links from other
apps (email, mashups ) to
CRM with mobile-specific
URI
Built-in email sharing for
apps
NEW
Rich set of visual and
interactive controls
Enriches the UI for a touch
friendly interaction
Provides immersive mobile
experience
NEW
High-fidelity preview of
the mobile forms and
dashboards when editing
and applying
customizations
Full preview of both phone
and tablet form factors
ENHANCED
Extensibility and
Integration within tablet
apps for CRM
Custom UI and logic using
Web Resources
Composition of services
using IFRAME
Mashups extended to
Windows 10
ENHANCED
Protect enterprise data
using Microsoft Intune
Policy Managed apps for
iPad and iPhone
Corporate
Personal
NEW
Next generation search (e)
Azure Machine Learning (n)
Modern web API (e)
Ecosystem enablement (n)
Modern search experience
Cross entity relevance in results
with hit highlighting
Full text search term matching
ENHANCED
Cross-sell Recommendations
Topic Analysis
Suggested Knowledge
Articles
NEW
PREVIEW FEATURE
Open and standards based
makes it easy to consume from
non-Microsoft stack
Complete enablement of oData
V4 endpoint that includes
support for CRUD and additional
actions
Dynamics CRM
OData Query
OData Metadata
JSON
OAuth
HTTP
ENHANCED
Solution segmentation for better
manageability
Solution patching support
Performance and reliability
NEW
Data encryption for CRM Online (server) (e)
Data performance dashboard (n)
Bulk Data Loader (n)
New datacenters (e)
Guided user experience (n)
• Full protection as the entire DB is
encrypted
• Keys are managed by Microsoft per
Microsoft security policies
• No code changes required and full
compatibility
• Customers control encryption strength
and key management
• No functional limitation
• Planned as Preview Feature
Data encryption at REST
Customer managed keys*
Full SQL Encryption with
Customer-Managed Keys
Full SQL Database
Encryption
* PREVIEW FOR SELECT CUSTOMERS
NEW
Admin driven optimization
Understand performance
over time of components
with long running queries.
Improve performance of
components with
optimization
recommendations.
Assess how well existing
optimizations are performing
NEW
Getting data in at high-
speeds into CRM Online
Designed to handle large
volumes with data staging
and validation
Support for scheduling,
import
NEW
Platform
SD
K
CRM Online
Staging DB
PREVIEW FEATURE
Datacenter expansion to
Canada and India
ENHANCED
Guided user experience
Azure cloud service
Across devices
Context sensitive guidance
Data driven
Proactive intervention
NEW
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