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New Features of Microsoft Dynamics CRM 2013
The new version of Microsoft Dynamics CRM will be available this fall. The user experience has been completely redesigned, making it possible to view important information easily in order to work quickly and effectively.
A variety of functions make this version sleeker, simpler, and one of the best customer relationship management solutions available on the market.
Here's an overview of the changes and new features in Microsoft Dynamics CRM 2013.
A Cleaner User Interface
- Intuitive, optimized, simplified.
- No more pop-ups.
- New, more modern navigation.
- Larger on-screen work surface.
- New records created in a matter of seconds.
- Address display on dynamic map integrated into forms (Bing Map).
- Skype and Lync integration for direct dialing.
- Autosave of form updates.
- Exceptional integration with Microsoft Outlook and Microsoft Office Suite 2013.
A Workflow-Oriented Process
- Visual guidance which makes processes easy to follow.
- Clear identification of all steps in a process.
- Standardization of sales and customer-service processes throughout company.
- Selection of appropriate process based on business rules established (e.g., a $50 000 opportunity will be processed differently from an opportunity of lesser value).
- Stage-gating, which prevents progress to the next stage in a process if the key steps have not yet been completed.
Business Rules for Dynamically Adjusting Forms
- Option to hide a field, depending on the value of another field.
- Option to make a field mandatory, depending on the value of another field.
- No code development needed to apply business rules to a form; costs are reduced, updates are simpler and faster.
A New Experience for Mobile Devices
- Native applications for iPad and Windows 8 tablets.
- Native applications for iPhone and Android (available in 2014).
- Data available in offline mode for Windows Mobile.
- User interface optimized for mobile experience (touchscreen).
A Solution Accessible through the Web Browser of Your Choice
- Now accessible via Internet Explorer, Firefox, Chrome, Safari.
Licensing Adapted to Users' Needs
- The new licensing model enables better cost management by allowing users to obtain licences based on their needs.
- Access through mobile applications offered by Microsoft is available at no additional charge.
Professional: Provides access to all the features of CRM. Full licence.
Basic: For sales, service, and marketing users who need to manage accounts, contacts, leads, and cases, or who need to access custom applications. A lower-cost option.
Essential: For users who only need access to custom functions and do not need access to any modules related to customer relationship management (accounts, contacts, opportunities, cases, etc.). Lowest-cost option.
A Multitude of Features
- Better integration with the various social networks.
- Use of enterprise social network Yammer within the application.
- Addition of pictures to records (photos, logos, product images, etc.).
- Synchronization of e-mail, tasks, and appointments with Microsoft Exchange.
These new features and improvements will soon be available. Trust ACCEO Solutions to help you implement or upgrade to Microsoft Dynamics CRM 2013.
Contact one of our representatives to find out more about the latest developments in Microsoft Dynamics 2013 or to request a free demonstration.
(450) 664-7733 poste 3211 | [email protected]
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