Its been just over 6 months since the release of Microsoft Dynamics CRM 2013. With ample time to adjust to the new facelift, we stole some time from our CRM Practise Manager, JJ Scholtz, who explained why he and the IMMIX CRM team are excited about it and whether there are some brains behind the new face!
Question 1: What are your top 2 features?
Inline editing and guided processes.
Question 2: What do these top 2 features mean for customers?
Inline editing – although a seemingly small component in such an innovative release of Microsoft Dynamics CRM – I find is a massive time saver when populating data. This feature drastically reduces the time spent adding or updating information as there is no need to open and load a new screen.
Guided processes – a big plus being ready out of the box with some standard sales processes. The guided process feature is great for clearly identifying which stage an entity is in currently and what stages and tasks within those stages, should be completed in order to complete the process and win the sale/outcome. The intuitive nature of the solution can now include recommended next steps that any user can easily see and address with the customer when they make contact. What’s also great is that you can easily switch between different processes based on the outcomes you require and the processes are easily customised.
Question 3: What features now come native in CRM2013 that we previously had to regularly custom build/develop?
Features that we often found ourselves developing ourselves include:
Task completion within process stages
Inline editing for Products and Quoting
Question 4: How do you feel about the new ‘look and feel’?
The new user experience is easy to use and intuitive in how information is organised. The navigation drops down from the top of the screen offer quick access to recently used entities and the various modules within the CRM system. This hidden navigation allows for a full working screen.
The layout is clean and logical with the most commonly used data clearly displayed as you open a new form.
Question 5: Is CRM 2013 more user-friendly? – How?
Definitely user friendly! Here are some of the specific time savers:
- Auto-save is configured by default and saves every 30 seconds or when you navigate to another screen.
- Processes are easier to use and you can edit these yourself
- Access teams – The access team is a new type of team that doesn’t own records, but has access to records. Different to owner teams, these access teams only have access to records which they may need information from to assist.
- Inline editing for forms, products, quotes, orders and invoicing – Quickly add and edit Product line items to your Opportunities, Quotes, Orders and Invoices with inline editable grids.
- Activity feeds are now included on Lead, Opportunity, Account and Contact forms and updates are quickly and easily visible when you open a form.
- Microsoft CRM integration with Lync and Skype – Users can click on a phone number to make outbound calls using Lync or Skype directly from the CRM web forms. When the call is initiated, CRM creates a Phone Call activity so you can easily capture call notes.
- Recently used – Within your navigation bar, you will be able to navigate to recently used entities within CRM. This is a big timesaver as you tend to work with a number of entities at a time before moving on to others.
- Quick create allows you to capture key data points for the record being entered.
For more information on how to upgrade, purchase or license Microsoft Dynamics CRM 2013, please click here.