|***[Referencing to Microsoft Dynamics CRM Team Blog]
Check out the new documentation for Microsoft Dynamics CRM Online 2015 Update 1 (7.1.0).
What’s new in this update
Everything you need to learn about – and prepare for – the new features is on these pages:
Information for IT pros, administrators, implementers, and customizers
For CRM administrators and customizers, this update includes:
Information for developers
For developers this update includes:
All new code samples for this update are available on MSDN Developer code samples:
We are in the process of migrating our codes samples out of the downloadable SDK package and make them available online so that they can be discovered more easily.
Finally, please visit the new responsive Microsoft Dynamics CRM Developer center at http://crmdevelopercenter.com/. Be sure to try the new search, which is filtered to return only MSDN library content from the Microsoft CRM SDK
Information for end-users
For end-users, this update includes new topics and updates to the Training & Adoption Kit.
- New Mobile User’s Guide – Find out how to install the new phone app, work offline, and manage your leads through the sales process
- Updated Training & Adoption Kit! The popular, easy-to-customize PowerPoint source files are right here – all ready for you to use for your own training, presentations, and webinars.
Enjoy the new features!
We hope this new content gets you going on all the new features of this online update.
As always, you can find your way to all documentation by visiting the central portal for all the CRM content sites: the CRM Help Center.
Let us know in the blog comments what you think of the new content – of if there’s something else you need. Give feedback to the Documentation Team at any time.
Preparing your organization for the next release? If you administer, configure, or install Microsoft Dynamics products and services, watch this page for information about ongoing releases.
Below are some of the highlights coming for CRM Online:
- Improved navigation and user interface options: Increase adoption with improved user experience, including new UI themes and faster navigation to records.
- Immersive Excel experience: Now you can use Microsoft Excel Online to do quick analysis right from CRM Online.
- Excel export completely redesigned. With a single click, you can export to Excel anywhere, including the desktop version of Excel (2007 and later), Excel Online, and other Excel clients.
- Embedded OneNote: Capture photos, take voice notes, do free-form drawings, and more. Everything is automatically linked with the record in CRM Online.
- Track email by folder: Folder tracking provides a new and intuitive way to track incoming email activities on any device that supports Exchange. Now you can track your email directly from virtually any device.
- Social sales: Define rules for creating or updating CRM records from incoming activities. For example, you can now generate leads or opportunities from social posts.
- Mobile sales: With the new CRM for Phones app, enjoy the same great mobile experience on your phone as you do on your tablet. Nurture your leads and opportunities through the sales process with the new intuitive interface.
- Integrated Parature knowledge base: Empower agents with knowledge base integrated into daily service interactions, including the ability to both search and receive automated suggestions.
- Create Office Groups: Collaborate with team members who don’t have access to CRM Online with Office Groups. For example, create a group for your sales team, invite other Office 365 users to join the group, and then share documents, email, OneNote notes, and more.
For more details, see What’s new for administrators and customizers and What’s New in Microsoft Dynamics CRM.