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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