Dynamics CRM 2015 / 2013 New Feature Summary

I did a compilation of the new features if CRM 2013 and 2015 to update the training materials and to recertify. If you are making the upgrade from CRM 2011or upgrading your certifications, here is the summary of new stuff the team gave us:

Dynamics CRM 2015 New Features

  1. Interface
    1. Hierarchy Visualization
    2. Enhanced Mobile Sales Offline & Dashboard
    3. Outlook and Sync Enhancements
  2. Customization
    1. Entity
      1. Field Types:
        1. Simple Calculated
        2. Rollup
      2. Enhanced Business Rules.-
        1. If – Then
        2. Server Side – Plugin replacement
  3. Processes
    1. Enhanced Business Processes
      1. If then else
  4. Config
    1. Security Enhancements – hierarchy security model
    2. Field Level security available on all fields
  5. Application
    1. Search multiple entities
    2. Sales Product Taxonomy
      1. Family
      2. Bundle
    3. SLA Enhancements
    4. Microsoft Social Listening is now available for on-premises systems

CRM 2013 New Features

  1. Interface
    1. Command Bar
    2. Simplified Navigation
    3. Flat User Interface
    4. Auto Save
    5. Office 2013 Support
    6. Skype/Lync
    7. Apps for IOS, Win 8 PC
  2. Customization
    1. Entity
      1. Business Rules
      2. Image field type
    2. Forms
      1. Social Pane
      2. Quick Create Forms
      3. Quick View Forms
    3. Integrated Maps
  3. Processes
    1. Real Time Workflows
    2. Business Process Flow
    3. Actions
  4. Configuration
    1. Assign Security Roles to teams
    2. Server Side Sync of email

Steve Noe

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About stephenvnoe

Dynamics CRM solution architect, consultant, trainer & project manager. I provide CRM design, services, mentoring & support to all manner of Dynamics CRM projects.
This entry was posted in CRM 2013, CRM 2015. Bookmark the permalink.

2 Responses to Dynamics CRM 2015 / 2013 New Feature Summary

  1. stephenvnoe says:

    @MSDynamicsCRM pointed out the detailed announcement page from Microsoft, so I’ll add the link here.
    https://www.microsoft.com/en-us/dynamics/crm-customer-center/get-ready-for-the-next-release.aspx

    Like

  2. Pingback: CRM 2015 – Tips on passing MB2-707 customization and config exam – Hosk's Dynamic CRM Blog

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