Beringer Associates Technology Blog
In the upcoming Microsoft Dynamics CRM 2015 release, code named “Vega”, there will be several new features added as part of the Sales module in CRM. This part 4 of a 5-part blog series describing these new features.
1. Guided Sales Processes – increased complexity of business processes, now with branched logic and application across all devices
2. Product Families – ability to create product “bundles” for related items, create offerings for up-sell and cross-sell items, as well as additional accessories or alternatives for out of stock items
3. Sales Hierarchies – enhanced view of Account, Products or User in a drill down and graphical format to show overall status, sub-records, related users, sharing options, newest posts and more
4. CRM for Tablets Enhancements – new updated personalized home page and dashboards, with the option to pin key records and analytical data to a tablet-enabled dashboard and then access from any device; new records can be created offline and synced once network access is available
For the full CRM 2015 Pre-Release guide, click here.