Dynamics CRM 2016 Update 1 and Service Pack 1 introduces three major new add-ons, providing you with even more ways to use CRM across your business. With this latest update, you can now manage field service, sales and service projects, or create CRM backed portals for customers, partners, employees or communities. This update also introduces some great new productivity features, including in-app help tailored to each user at the time they need it.
Please get in touch to have a chat to us about how you can use Field Services, Project Services, Portals, Learning Path or any of the other features available in Microsoft Dynamics CRM with the 2016 update.
Field Service is now available as an add on with Dynamics CRM 2016 Update 1, enabling you to use CRM to schedule, manage and deliver your mobile field service. This means you can get the right person to the right place at the right time, with the information and resources they need to service the customer. It’s especially relevant for businesses who schedule field technicians for services such as installations, repairs or preventive maintenance, in industries including utilities, medical / health care services, and safety inspection services. Field Service allows you to schedule and dispatch your service technicians centrally, matching the requirements for service calls with the available resources, and for the technician to record the outcome or schedule follow up service if required. It gives your organisation efficiencies and visibility over your mobile workforce and processes, from case management through to work order completion.
This short video shows Field Service in action:
Project Services is now available as an add-on with Dynamics CRM 2016 Update 1, so that you can manage and have visibility over project-based sales and services. This new functionality allows your team to collaborate by sharing conversations, calendars, files and notes in both Office 365 and in CRM online via desktop or mobile app. Your project team members can record their time spent on projects, attribute expenses and route to the project manager for approval. This means you can use CRM to track your projects, monitor progress and billing (in a visual format with charts), and enable your business to deliver on time and on budget.
This short video shows how Project Services helps you collaborate and manage your projects:
Dynamics CRM 2016 Update 1 also brings web portals as an add on option. Portals enable you to provide a streamlined way for your customers, partners or employees to access information, obtain assistance and perform tasks. This means you can build a web portal on the same data and processes that you use in CRM – users are stored as contacts, and any form or list in CRM can be exposed to the web. CRM backed web portals are optimised for mobile, desktop and tablet, and you can choose from out of the box customer, employee, community or partner portals, or design a fully customised solution.
This short video gives a great overview of what you can do with Portals:
With Dynamics CRM 2016 Update 1 Learning Path is available to help get your new users up and running quickly. There are tours, tips, videos, e-books and help topics, all inside CRM, provided at the time and in the context when you need them. The navigation and help are contextualised by role (e.g. if you are a sales person, you will see guided help for sales people), location, device type and where the user is working in the CRM. This intelligent, guided navigation makes it easy to train and support new users of CRM in your business.
Watch this video to see how Learning Path works: