Microsoft has announced the new features for Dynamics CRM Online 2016 Update 1 and Microsoft Dynamics CRM 2016 Service Pack 1. This includes new features in productivity, service, mobile, and analytics. To save you time we’ll get right down to it.


Productivity Features

  • Learning Path – a new guided help section that’s tailored to your specific user role. The Learning Path provides users with a step-by-step guide through specific tasks while providing additional videos, eBooks and Help topics just for you.
  • Improved Collaboration with Office 365 Groups with CRM – Set and connect an existing group to different records. No longer do you have to create a new group for each CRM record you wanted to collaborate on.
  • Add email signatures to your web client email – Create an array of email signatures for you to use on a daily basis, or for those special cases.
  • Relevance Search – The results from this search are returned in a single list, sorted by relevance. This is a preview feature for CRM Online only.

Mobile Features

Improvements for both mobile and tablet devices.

  • Improve offline experience – view, update and add records when you’re offline without having to save changes as drafts first.
  • Service reps can now search for, view, create, and edit knowledge articles
  • Sales professionals can now manage quotes, orders and invoices

Enhanced Power BI Integration

New Service Content Pack – Includes new key indicators such as cases created, cases resolved, satisfaction percentage, top agent leaders, and most used and viewed KB articles.

Improved Sales Manager Content Pack – Includes OData version 4.0 support

Embed Power BI tiles into CRM user Dashboards – This allows you to launch an interactive report from Power BI tiles directly from a CRM user dashboard without having to switch to the Power BI service.

Service Features

The service features are available as add-ons for customers who upgrade to the latest version of CRM Online 2016 Update 1. Additional details can be found on Microsoft’s website.

For more information and videos outlining some of the new features head over to Microsoft’s website.