Introducing Microsoft Dynamics CRM 2015

Microsoft Dynamics |
Following on from the very successful release of CRM 2013 two years ago, Microsoft have announced CRM 2015 which will be rolled out in Q4 of 2014 and Q2 of 2015. 

The update will improve on CRM 2013’s core functionality, although the user experience and layout remains the same. 

Key investment areas are:


Through the new Microsoft Dynamics Marketing functionality, Microsoft aims to bring sales and marketing together. Helping you to engage with customers on a one-to-one basis across a range of channels, enabling you to build your sales pipeline and allowing you to demonstrate the impact of your marketing investments in real-time.

Read our recent article on how this will specifically help membership organisations: Microsoft Dynamics Marketing – what Membership Organisations need to know (

The CRM 2015 update includes:
  • Multi-channel Marketing
  • Email Editor
  • Campaign Management Console
  • Integrated Social Listening
  • Sales Collaboration
  • B2B Marketing
  • Marketing Resource Management
  • Internal Process Automation
  • Graphical Expansion



Helping you to sell more effectively by selling more membership subscriptions, winning new sales faster and driving results and renewals, Microsoft are pleased to deliver the following new sales features:
  • Guided Sales Process
  • Product Families
  • Sales Hierarchies
  • CRM for Tablet Enhancements


Customer Service

86% of customers are willing to pay more for a better customer experience, and Microsoft want to ensure you’re delivering the customer service your members deserve.

The new updated in CRM 2015 will help you build membership loyalty, empower staff and help drive resolutions, but providing relevant, proactive and personalised services across all your communication channels.

The CRM 2015 update includes:
  • Case Management



Did you know that 75% of B2B customers are likely to use social media to influence their purchase decisions? It’s vital that you’re able to listen in to social platforms to hear and understand what people are saying about you, your brand, your competitors and industry as a whole.

The CRM 2015 update includes: 
  • Microsoft Social Listening



Microsoft have invested heavily in the platform, to further their commitment to providing an open, customisable and extensible product and online service.

The CRM 2015 update includes:
  • Search
  • Synchronize more types of information between CRM and Outlook or Exchange
  • New Configuration Wizard makes it easy to configure CRM for Outlook for your organisation
  • Business Rules
  • Business Process Flows
  • Calculated Fields
  • Business Rules Editor Improvements
  • Capture key business metrics with Rollup fields
  • Field Level Security for Out Of the Box fields
  • Compatibility


For a more detailed account of all the updated included in CRM 2015, please download the official Microsoft Dynamics CRM 2015 Release Preview Guide