- Learning Path - a new guided user experience that is tailored for a role. For example, if you are a salesperson.
- Collaboration gets better with Office 365 Groups enhancements (CRM Online).
- Add email signatures to your web client email.
- Display multi-entity search results as a single list (CRM Online).
- Project service automation capabilities for Microsoft Dynamics CRM.
- Manage your field service workforce (CRM Online).
- Self-service portals for an external non-CRM audience (CRM Online).
- Create SLAs for any custom entity and other system entities.
- Microsoft introduced the interactive service hub in CRM 2016. Interactive service hub dashboards and forms help you prioritize your workloads and solve cases faster. In this release, we’ve enhanced the interactive service hub to support more customer service scenarios.
- Rich mobile offline experience (CRM Online).
- Enhanced Power BI integration. The ability to embed Power BI tiles directly into CRM user dashboards.
- Feedback and ratings on entities.
- Preview feature: CRM recommends products by using Azure Machine Learning. Product recommendations is offered as a preview feature for CRM Online customers only. A preview feature is a feature that is not complete, but is made available before it’s officially released so customers can get early access and provide feedback.
- Preview feature: CRM suggests knowledge base articles by using Azure Machine Learning. You want your customer service reps to quickly resolve cases with high customer satisfaction. Using the Azure Machine Learning Text Analytics service with CRM Online, you can set up service case analysis to automatically provide your support staff with more relevant solutions from the knowledge base. They spend less time searching for answers and more time providing the right response.
- Unified Service Desk enhancements.
- Mobile management enhancements. Dynamics CRM mobile applications for iOS and Android can now be managed by Intune Mobile Application Management (MAM) without enrolling the device. This protects company data in Dynamics CRM without requiring IT to enroll and deeply manage the user's entire device. This is particularly useful for bring-your-own-device (BYOD) scenarios where end users don’t want to or can’t enroll their devices for IT management.
- Preview feature: Organization Insights Dashboard shows system usage stats. Use the new Organization Insights Dashboard to get a quick overview of key areas (such as activity and usage) for your CRM Online instance. See views like the number of active users and form load times.
- New datacenter in India (CRM Online).
- Customer field for any entity. Previously, several out-of-the-box entities in Dynamics CRM, such as the Case, Lead, and Opportunity, entities contained a field that represented a customer (account or contact). With this release, you'll be able to add the Customer field to any system or custom entity to track the customer information you need.
- CRM App for Outlook (lightweight app). Microsoft Dynamics CRM App for Outlook is a lightweight app you can use to view Microsoft Dynamics CRM information and track email from within Outlook. The CRM data appears right in your Outlook Inbox.