Beringer Associates Technology Blog

Microsoft Dynamics CRM 2015 Release Preview: Sales Features

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

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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

 

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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

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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

 

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For the full CRM 2015 Pre-Release guide, click here.

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