Welcome to the latest release of Microsoft Dynamics CRM!
The new user interface makes doing common tasks quicker and easier:
No more navigation pane. To get around the web application, you'll use the nav bar at the top of the page. The nav bar includes “breadcrumbs” to let you know where you're working in the system.
It's easier to enter data. Look for the Create command in the nav bar at the top of the page. Just click or tap the command, and then enter data in a few fields to get new information into the system quickly.
You can quickly add products to opportunities, quotes, and orders -- and update details like price, quantity, and discounts right on the screen where you're working.
Plus, you can look up and add key stakeholders to your deals and see at a glance who is involved and what their role is.
Click or tap to contact someone. Stay in touch with your customers by clicking or tapping a phone number to make calls via Lync or Skype. Click or tap an email address to send an email. In addition, you can see addresses on Bing Maps.
Microsoft Dynamics CRM is ideal for touch-enabled monitors as well as for monitors that require a mouse.
Microsoft Dynamics CRM for tablets helps you stay connected and productive wherever you are. Use your Windows 8 device or iPad to stay up to date with your customer info—even when you're on the go. Arrive prepared for every appointment, and update your notes, tasks, contacts, accounts, and leads while the details are still fresh in your mind.
Download the app from Windows Marketplace or the Apple Store, or check with your CRM admin (if that's someone other than you) for instructions for your organization.
Windows 8 (including Surface Pro or Surface RT)
iPad (4th Gen)
iPad (3rd Gen)
Access your activities, accounts, contacts, leads, and opportunities from an easy-to-use dashboard
Quickly enter customer data with only a few taps
Track progress for key performance indicators visually with charts
Use Skype to communicate with your contacts
Access your personalized views of lists and grids so that you see the data most important to you
Pin tiles to the app dashboard to get to the info you need quickly
This release includes several ready-to-use business processes for common sales, service, and marketing scenarios – to help you ensure that people follow consistent steps every time they work with customers.
These business processes help you run phone and email campaigns, create targeted marketing lists, handle service cases, schedule appointments, upsell products, and increase orders. More information:Add ready-to-use business processes
Use CRM for phones