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Microsoft Dynamics CRM Online users have recently been welcoming the latest set of improvements to the platform which have been gradually rolling out since December 2014, under the spring 15 release, otherwise more affectionately known as, Carina.

If you’re an on-premises customer, you will have to unfortunately wait until Q4 to enjoy the new release but for everyone else, here is a list of the latest improvements:

  1. New User Experience
  2. Improved CRM Performance
  3. Consistent CRM Experience in Mobile
  4. Improved Excel Integration
  5. Improved Exchange Sync
  6. Office Groups Collaboration
  7. OneNote Integration
  8. Microsoft Social Engagement
  9. New Advanced Find Term
  10. Process Flaws & Business Rules
  11. New Date Field Type
  12. Admin Performance Dashboard
  13. Knowledge Integration
  14. Default Entitlements
  15. Customer Driven Updates

Of this somewhat enormous list, there are two in particular that are of most interest to our resident CRM Consultants –the user experience and the improved Excel integration.

New User Experience

The revised CRM navigation is the most visually noticeable improvement of the bunch within this latest release. The new navigation allows users to easily locate menu items through a speedier new drop-down panel listing each supporting category, whereas before users had to scroll through the menus.

Improvements have also been made to form navigation, themes (allowing colour customisation to the CRM interface), a shortcut to most recently used items and area switch –a button enabling navigation between sections instead of having to wait for new pages to load.

Improved Excel Integration

We first mentioned this in May following our attendance at eXtreme CRM in Madrid and this proved to be a much sought after feature.

Improvements now include: the ability to export to Excel in a single click; the CRM view can be preserved and replicated in Excel (such as column widths, field formatting as they would appear in CRM…); up to 100K records can be exported; and users can now export to CRM Online, make changes and bulk edits and have them written directly back into CRM.

The integration with Excel (if you ask us), has made total sense and we can’t help but question why it didn’t happen sooner. However, this is all still very exciting nonetheless.

To read about further improvements to CRM 2016, read our post here.

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