Microsoft Dynamics CRM Online 2015 Update 1, Microsoft Dynamics Marketing 2015 Update 1 and 1.1, Microsoft Social Engagement 2015 Update 1and 1.1 (formerly Microsoft Social Listening), and Parature, from Microsoft 15.2.
Microsoft Dynamics CRM Online 2015 Update 1, Microsoft Dynamics Marketing 2015 Update 1 and 1.1, Microsoft Social Engagement 2015 Update 1and 1.1 (formerly Microsoft Social Listening), and Parature, from Microsoft 15.2.
Dynamics CRM Online
- Improved navigation and user interface options: Increase adoption with an improved user experience, including new UI themes and faster navigation to records.
- 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. Watch a short video (2:37) about Exchange folder tracking.
- Track incoming email wherever you are: Use the new Microsoft Dynamics CRM App for Outlook to track incoming email and view CRM information about the people sending you email. You can use the new app with the desktop version of Outlook on the web (included in Office 365) or Outlook 2013. For more information, see the CRM App for Outlook User's Guide.
- Immersive Excel experience: Now you can use Microsoft Excel Online to do quick analysis right from CRM Online. Watch a short video (2:45) about doing “What if” analysis with Excel 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. For more information, see Export Data to Excel.
- New Power Query connector: Use the new connector to easily retrieve data from CRM Online for self-service business intelligence (BI).
- Create Office 365 Groups: Collaborate with team members who don't have access to CRM Online with Office 365 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 information, see TechNet: Deploy Office 365 Groups.
- Embedded OneNote: Capture photos, take voice notes, do free-form drawings, and more. Everything is automatically linked with the record in CRM Online. Watch a short video (2:12) about OneNote integration in Dynamics CRM.
- 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. For more information, see Set up rules to automatically create or update records in CRM.
- Mobile sales: With the new Microsoft Dynamics 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. Watch a short video (5:02) about the new CRM for phones app.
- Secure your mobile data: Microsoft Dynamics CRM for Good, integrated with Good Dynamics, protects your CRM data even if you lose or leave your tablet somewhere. For more information, see Secure your mobile data with Microsoft Dynamics CRM for Good. Additional fees apply.
- Integrated Parature knowledge base: Empower agents with knowledge base integrated into daily service interactions, including the ability to both search and receive automated suggestions. For more information, see Find Parature knowledge base (KB) articles from within Dynamics CRM.
- Significantly improved form performance: A newly built form rendering engine provides fast form load while maintaining compatibility. You don't have to do anything to take advantage of faster forms — they're enabled by default. If you think you have forms that include unsupported customizations, see the How to prepare for updates section.
- Want to know more?
Dynamics Marketing
Update 1:
- Separation of service bus namespace for SDK and Connector: You can now configure Microsoft Dynamics Marketing SDK and Microsoft Dynamics Marketing Connector for Microsoft Dynamics CRM with different service bus namespaces.
- Microsoft-owned queues for CRM Online integration: Microsoft Dynamics Marketing now provides managed service buses for CRM Online integration. You don't need to have a Microsoft Azure account and service bus namespace for CRM Online integration.
- Double opt-in for email marketing: Send an opt-in link to incoming contacts to verify them. Double opt-in helps you to maintain lead quality and remain compliant with regional regulations. Watch a short video (2:50) about double opt-in capabilities.
- Duplicate detection in email messages: Configure your instance so that email messages are delivered only once per email inbox and avoid sending multiple emails to duplicate contact records.
- Assets & media improvements: Tag your assets using multiple keywords and use the improved keyword based search to filter them.
- Expanded Analytics with OData and Excel with Power BI: Create beautiful, informative reports based on real-time data drawn directly from Dynamics Marketing. With this release, we continue to add expanded support for more OData feeds and Power BI features. In addition, Dynamics Marketing now provides an all-new collection of dashboard widgets that enable you to embed specially targeted Power BI data and graphs right on your home page, widget dock, company records, and/or campaign records. Watch a short video (3:13) about using PowerBI to connect to Microsoft Dynamics Marketing
Update 1.1:
- Connector wizard for Microsoft Dynamics CRM (on-premises): The Microsoft Dynamics Marketing Connector for Microsoft Dynamics CRM now includes a connector wizard that makes it easier to install or update the connector when you use it with Microsoft Dynamics CRM (on-premises). The wizard is not necessary when you set up a connection to Microsoft Dynamics CRM Online.
- Improved reporting during campaign automation: The campaign automation canvas now displays the last-run and next-run times for each tile and for the campaign itself, so you can see how recently each tile ran and the next time it will run. In addition, the email tile now shows sent, opened, bounced, and blocked statistics. More information: Automate campaigns with the campaign canvas
- Improved email delivery reporting: In addition to the ability to view detailed delivery and performance statistics for each marketing email, the display now offers even more details about delivery, including issues related to duplicate detection, cross-campaign rules, and contact settings. In each case, you can drill down to view a list of specific affected contacts. More information: Track blocked and unsubscribed email messages
For more information about the update, see What's New in Microsoft Dynamics Marketing.
Social Engagement
Update 1:
- User Interface: Completely redesigned UI throughout the application for an even more intuitive and simplified user experience with visual contextual filtering capabilities.
- Social Analytics: Richer data with new visualizations, such as cloud tags, top hashtags, and geo-location for greater insights.
- Social Center: User-specific configurable and shareable streams display social posts as they come in and allow you to proactively engage with both your fans and critics from Facebook and Twitter.
- Social Profiles: You can now add authenticated Twitter and Facebook accounts, which allow users to interact with their audience on social posts coming from Twitter and Facebook.
- Search Topic setup: Setting up search topics is easier and more flexible than ever. You can define rules by the following criteria: keyword, Facebook page, and Twitter handle. The projected quota usage is displayed, as well as a preview of Twitter posts, to give you an idea of the type of results you can expect.
- Language & Geographic Availability: Microsoft Social Engagement is available in 110 markets and 19 languages.
Update 1.1:
- Visualize posts in real-time with activity maps: Create and manage activity maps to see real-time visualizations of posts with location information. Show this on a large screen and let your audience know where your topics are being discussed in the world.
- Analyze posts with unified sentiment: Sentiment values are no longer target specific, so you don't need to select a search topic to see sentiment values for the posts anymore. The sentiment value of a post is now determined regardless of the keywords that you chose while setting up your search topics.
- Administer Social Engagement with a redesigned Settings area: All pages in the Settings area now adapt to the screen size of tablets. Additionally, Solution Defaults are now called Global Settings.
- Download data to Excel: Widgets in the Analytics area of Social Engagement now let you export data points to a downloadable Excel file. Along with the visualized data points, additional details regarding the configuration of the data set are shared.
- Expand the Authors widget to full view: You can now expand the Authors widget in the Analytics area to see, and work with, up to 100 records. You can remove authors in bulk from your solution's data acquisition and add quick filters to include several authors at once.
- Provide delegated administration privileges to Microsoft cloud service providers: Customers can now delegate the administration of their Social Engagement solution to a cloud service provider, without adding the service provider as a licensed user.
For information about the new release of Microsoft Social Engagement, download your copy of Prepare for Microsoft Social Engagement and share it with your organization's users. You can also watch a short video (3:55) about updates to Social Engagement.
Parature
- Unified portal: Enterprise organizations with a single public-facing brand presence can now easily deliver online support and self-service knowledge for a variety of departments or product lines, all while using a single service desk to consistently manage the brand's customer support.
- Enhanced knowledge search capabilities: Advanced search capabilities in the Parature knowledge base deliver more relevant results, with added search filters to search for knowledge based on highest feedback ratings, document type, date added or updated, etc.
- Multi-lingual service and globalization: Enable assisted service in local languages with routing based on customer language preference and real-time chat translation. Provide translations for Knowledgebase articles and portal strings to empower customers with self-service in local languages.
- Portal specific metrics for reports: Create more accurate reports with metrics provided for each Portal Alias. Capture Key Point Indicators to help identify the efficacy of each Portal Alias.
For more information, download the Parature Spring '15 Release Preview Guide.
Technical Changes
From time to time, we must add and remove items from our supported configurations list to keep current with technology and allow us to provide you the best product possible. Stay tuned for important information about any changes to supported configurations.
Release Timing
The updates for Dynamics CRM Online, Dynamics Marketing, Microsoft Social Engagement, and Parature are available now. Please visit this page periodically to get the most current information about the upcoming versions.
How to get the updates
Dynamics CRM Online
- Updates for online customers: You'll be able to schedule the specific date when your update occurs. We call this a customer-driven update since you “drive” the timing of the update to be the most suitable for your organization. For more information about our update policy and how this works for CRM Online, read TechNet: Manage Microsoft Dynamics CRM Online updates or watch a short video about Customer Driven Updates in CRM Online 2015 Update 1.
Dynamics Marketing
- The listed administrator within your organization will be notified by email about the specific timing of your update to the next version. Microsoft will send several reminder communications as the scheduled update approaches.
- The new customer-driven update process will give admins better control over when new updates of Dynamics Marketing will be rolled out for your organization. For more information about how this works, read Manage Dynamics Marketing updates.
Social Engagement
- The listed administrator within your organization will be notified by email about the specific timing of your update to the next version. These updates will happen automatically and Microsoft will send several reminder communications, with the details, as the scheduled update approaches.
Parature
- The listed administrator within your organization will be notified by email about the specific timing of the update to the next version. Microsoft will send several reminder communications as the scheduled update approaches.
How to prepare for updates
Test the updates in a sandbox environment. We always advise that you preview and test new versions in a non-production environment before you update your live production instances. This will give you the opportunity to verify the compatibility of any customizations that you may have made, or any third-party customizations that are installed. Additionally, testing will also allow you to assess the impact of the upcoming changes on your organization and your users. If you haven't already done so, we strongly advise obtaining a non-production instance.
- Learn how to get access to a testing (sandbox) environment for Parature, from Microsoft
For questions, please contact Parature Support
Manage customizations for CRM. With the newly built form rendering engine, unsupported customizations will likely fail. We encourage you to test your customizations, solutions, and scripts to ensure proper functionality with the improved form engine.
More information:
- Review important details about the new form rendering engine in the Microsoft Dynamics CRM team blog.
- For JavaScript best practices, the Custom Code Validation Tool, and whether your scripts will work with all supported browsers, seeMSDN: Use JavaScript with Microsoft Dynamics CRM.
- To ensure your forms customization follow the recommended practices, check out TechNet: Create and design forms.
Browser support for Parature. Parature supports all major browsers and their latest versions, including Internet Explorer, Google Chrome, and Mozilla Firefox. To make sure that you can take advantage of all the enhancements to the Service Desk and Support Portal, make sure that you update your browser to the latest version.
How to stay informed
- Keep checking this page.
We update this page with more information for administrators and users on the specific features as the release dates approach. - Keep others in the know.
Add more recipients to receive communications from within the CRM Online Administration Center. For more information, readTechNet: Manage email notifications. - Visit these resources for info about current versions:
Microsoft Dynamics CRM Help Center
Microsoft Dynamics Marketing Help Center
Microsoft Social Engagement Help Center
Parature, from Microsoft product page
Microsoft Dynamics CRM eBooks and videos
Microsoft Dynamics CRM video channel
Microsoft Dynamics CRM Readme
Service Communications
Want more information about the types of emails we send you? Check out TechNet: Policies and Communications for CRM Online Updates.
Think you missed an email about the latest update? Check out the communications we've sent for this release.
FAQ
Q: Do I need to be running a recent version of CRM Online to update to the newest version?
A: Each customer scenario is different. For detailed information about updates, please read our Update Policy.
A: Each customer scenario is different. For detailed information about updates, please read our Update Policy.
Q: I just purchased a new organization, but it is not scheduled. How do I make that happen?
A: Don't worry if you haven't been contacted yet. Every week we schedule the new subscriptions into the update process, and notify you when your organization is scheduled.
A: Don't worry if you haven't been contacted yet. Every week we schedule the new subscriptions into the update process, and notify you when your organization is scheduled.
Q: How do I determine which version of CRM I have?
A: Sign in to CRM, and in the upper right side of the screen, choose the Settings button.() > About.
A: Sign in to CRM, and in the upper right side of the screen, choose the Settings button.() > About.
Q: How do I know which update scenario is best for my organization?
A: Your CRM Online update process depends on what version you have and how you'd like to update. Read more about update scenarios in TechNet: Manage Microsoft Dynamics CRM Online updates.
A: Your CRM Online update process depends on what version you have and how you'd like to update. Read more about update scenarios in TechNet: Manage Microsoft Dynamics CRM Online updates.
Q: How do I see the status of my updates?
A: If you're a CRM admin, you can see the latest status of updates and incidents on the Office 365 service health page. To learn how to get to the Office 365 service health page, see View the status of your services.
A: If you're a CRM admin, you can see the latest status of updates and incidents on the Office 365 service health page. To learn how to get to the Office 365 service health page, see View the status of your services.
Support
Connect with Support Resources or browse questions/answers in the Microsoft Dynamics CRM Forum— or you can always contact your partner.
For questions about Parature, please contact Parature Support.
Fuente original: http://www.microsoft.com/en-us/dynamics/crm-customer-center/get-ready-for-the-next-release.aspx
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