1. CRM App for Outlook
The next generation of CRM app for Outlook allows you to track your E-Mails, to create contacts, or even new records from e-mails. Tracking your E-Mail in Browser on PC, Mac or your Smartphone is possible as well.
2. Excel Integration
Would you like to make an analysis in Excel? You no longer have to operate with CRM and Excel separately. CRM 2016 allows you to create your own templates quickly and easily.
3. Microsoft Onedrive for Business
In addition to SharePoint, you can now also share your documents from OneDrive in CRM and manage them. In addition, you can view documents that have been shared with you, so you have all the important documents available in one place
An interactive Power-BI Dashboard gives customer service managers insightful overviews over all customer services.
5. Information Management
Organizations are now able to create and operate their own information sources. CRM 2016 tracks the use of the content. Based on these data, the system provides its users with the relevant and latest content.
6. Mobile Offline Capability
With mobile offline support you can now manage your data offline. Your data will be synchronized automatically when you connect to the Internet. As an administrator, you can assign user privileges, and specify who is allowed to use the data offline.
7. Mobile Document Management
In the Mobile CRM 2016 application you can easily access your PowerPoint presentations or Word files without the need to leave your application. With integration into Dynamics CRM, you can easily open all your Office 365 applications on tablets and smartphones.
8. iFrame & Web Resource for CRM Mobile
iFrames and Web Resources were also added to the mobile app. A built-in link to Bing Maps or any other website is now available in Mobile CRM 2016.
9. Cross- and Up-Selling with Azure
The integration of Azure Machine Learning Sales offers a big enrichment for your CRM: selected product proposals assist up- and cross -selling . Hereby, the sales team has always a good navigation overview about the main products that may interest your customers .
10. Polls for Customer Feedback
Dynamics CRM acquired "Mojo Surveys" from Fusion Software. Hereby a Platform for customer surveys is now built into Dynamics CRM 2016. If you own a Azure License, you can quickly create customer surveys on PC, tabelet or you Smartphone. Depending on the Feedback you can create follow-up actions.