This New Microsoft CRM Feature Will Make Your Sales Team Ecstatic!

Posted on: January 22, 2016 | By: Craig Thompson | Microsoft Dynamics CRM

When it comes to your sales team, Microsoft Excel isn't just a helpful tool, it's a way of life. Such a data-heavy line of work makes easy access to go-to tables and graphs necessary to reach success. Experts need to be able to view, edit, and analyze data with ease, however past versions of Dynamics have made exporting documents into CRM or accessing data on the go a little tricky for those trying to maximize their resources. Microsoft realized this, and with the release of Microsoft CRM 2016 your sales team has more flexible and reliable Excel capabilities than ever before.

 

Familiar Templates on the go: Find yourself going back to the same Excel formats again and again? With CRM 2016, you are now able to create personalized templates that you can upload and share to save yourself the trouble of reformatting everything each time you need to export into CRM.

 

CRM Online Analysis: To help increase productivity, Microsoft has given salespeople the capability to conduct Excel analysis directly in Microsoft CRM Online2. Gone are the tedious minutes wasted toggling between applications in the middle of a business process. Calculate commissions, manage sales forecasts, perform what-if analysis, and much more all within one easy to use platform.

 

Offline Mobile Capability: We've all been there, frustratingly trying to load a webpage or a document with spotty service. Watching the loading icon spin over and over until we're ready to throw our mobile devices in frustration. Offline capabilities are a gift sent from God, and now mobile work capabilities have never been easier with the help of CRM 2016. Tablets and phones will now have full offline mobile capabilities and Dynamics CRM Online will also be able to get full offline experience with mobile apps. Edit, delete, and create documents while offline and automatic playback of offline actions helps to sync local changes with CRM.

 

For more information on how to better utilize Microsoft Dynamics CRM in your workplace or think it may be time to upgrade to CRM 2016, contact Logan Consulting your Chicago based Microsoft Partners for a quote or consultation.



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