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Meet Cortana, your new CRM personal assistant.
This is the sixth and final part in a series exploring the upgrades available when moving from CRM 2011 to CRM 2015. In this article, we will be looking at the new mobile versions of CRM as well as some of the improvements to other products such as SharePoint, Yammer, Lync and Skype. Included in our discussion will be an overview of Cortana - Microsoft's new voice-activated digital assistant - and how she gives you voice access to create and lookup records in Microsoft Dynamics CRM 2015.
After the article we published yesterday, a number of people have asked what the Microsoft/Salesforce global partnership announcement might mean for Salesforce and Microsoft as companies (rather than as CRM products). Financial details of the deal were undisclosed, so we can only speculate. Here are a few quick thoughts for discussion:
On May 29, 2014, Satya Nadella (CEO of Microsoft) and Marc Benioff (CEO of Salesforce.com) announced a global strategic partnership between the two firms.
As one of the very few organizations certified on both platforms and providing in depth books and digital training on both platforms, C5 Insight is uniquely qualified to comment on this announcement and what it might mean for the customers of both products. So what has the scuttlebutt been around our office and among our clients on the topic?
The latest update rollup for the Dynamics CRM 2011 client fixes some compatibility issues with Outlook 2013. However, we are finding some issues with users that have upgraded from Outlook 2010 to Outlook 2013. There was a similar issue when Office 2010 was released. At that time, we had a client who purchased new computers that had Office 2010 pre-installed, but their corporate standard was Office 2007. They uninstalled Office 2007 and installed Office 2010 – and CRM for Outlook no longer worked.
I am back home from Convergence and still trying to digest the wealth of information that was shared!
Of course one of the most anticipated parts of the Microsoft Convergence 2012 event in Houston was learning about the future of Dynamics CRM … what new features and functions does Microsoft plan to add? I must say that Microsoft did a better job than normal in providing a vision of what the future may hold. The very short summary is that over the course of the next 12 months, you will see Dynamics CRM become more: anytime, any device, any business – than ever before. In this article we’ll take a deeper look into exactly what that means and how to expect this to translate into changes in the platform over the next several releases.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
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Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.