Microsoft Dynamics CRM 2015 Release Preview Guide in the public domain!

Its exciting times again as we are again looking forward to the next instalment of Dynamics CRM named Dynamics CRM 2015 due to be released in the Fall 2014, for non US customers this is the 4th quarter of the calendar year. As with previous releases I would expect this to be the later part of the quarter.

So first of all here is the link to the preview guide: Microsoft Dynamics CRM 2015 Release Preview Guide and the link to the press release http://www.microsoft.com/en-us/news/press/2014/sep14/09-16crmpr.aspx

So what can we expect in the next release, lots in short, but in summary:

  • Dynamics Marketing
    • Multi-channel marketing
    • Email editor – with drag and drop features
    • Campaign Management Console enabling A/B testing, cross channel operations and others
    • Integrated Social Listening with embedded social insights for CRM
    • Sales Collaboration via a marketing calendar
    • B2B Marketing with enhanced rules and webinar integration
    • Marketing Resource Management with new calendars
    • Internal Process Automation via approval workflows
    • Geographical Expansion
  • Sales
    • Improvements to the sales processes enabling branching of the process based on business rules applied in real time
    • Product Families enabling bundling of products, product lifecycles, product attributes that can be inherited and identifying cross sell and up sell products and territory price plans
    • Sales Hierarchies for accounts, products and users that enable traversing a tree hierarchy. The hierarchy can include roll up fields
  • CRM for Tablets
    • Role tailored dashbaords
    • Hierarchy views
    • Offline draft mode
  • Customer Service
    • Further Case Management enhancements including pause and resume SLAs,  and tracking time of case on hold or waiting on customer,
  • Microsoft Social Listening
    • Further Source analysis
    • Location filters
    • More availability options
  • Platform enhancements
    • Global search similar to the existing mobile client search
    • Search added to navigation bar
    • Advanced find button added to the navigation bar
    • Synchronise additional types of information with Outlook
    • Enhanced Business rules
      • They now execute everywhere including server side
      • Richer business logic with If and Else If statements
      • Pre filling information when a record is created
    • Business process flows can now be accessed via the client API
    • Calculated fields (yeah) are now supported
    • Roll-up fields are now supported
    • Field Level Security is now supported for out of the box fields
  • A new updated compatibility list can be found here http://support.microsoft.com/kb/2669061