6 Features Mobile-Users Can Expect in Microsoft Dynamics CRM 2016


Mobile is no longer a choice for businesses, it is a must-have. Around 80% of mobile users globally own a smartphone and by the end of 2016, there will be about 10 billion smartphones used worldwide.

Microsoft Dynamics CRM 2016 release has been described as Microsoft’s “most comprehensive CRM release” by the technology giant. One of the major highlight of the CRM 2016 release is its enhanced “mobile experience”.

Let’s have a look at what Microsoft Dynamics CRM 2016 release means for mobile users.

  1. Mobile Document Management – With the CRM 2016 release, mobile users will be able to open Word Excel, Outlook, PowerPoint, OneDrive and SharePoint files from within the CRM making it easier to access required data. Users can also create personalised word/excel files and embed these within CRM directly.
  2. CRM app for Outlook – Users can access Outlook from CRM in the existing versions, however the CRM 2016 release is promising some interesting enhancements to this feature. This feature will allow users to track and add contacts from the emails into CRM directly via mobile browsers such as Safari for Mac and Firefox. This function is restricted for users who choose to use Microsoft Dynamics CRM Online.
  3. Office Delve within CRM – Office Delve has already made life easier for Office users by eliminating the need to do manual searches on multiple search engines. The CRM 2016 release is going to provide Office Delve to search and locate relevant content within the CRM database increasing user productivity and data accessibility. The latest release is also promising to provide excel templates for analysis inside the CRM environment.
  4. Enhancement to Cortana Integration – Microsoft has added some interesting functions to the existing Cortana-CRM integration. While you could create contacts, schedule meetings and search for data using the Cortana integration in the previous version; the latest release promises you the ability to embed accounts and opportunities using the integration. Please note that this is available only to Microsoft Dynamics CRM Online customers.
  5. Improved Mobile User Interface – The UI of the previous versions of Dynamics CRM is quite plain and boring, which is why Microsoft has improved the overall look and feel of the mobile user interface. The company is offering 15 distinctive types of display controls to associate with data fields with the main idea of maximising data visualisation.
  6. BYOD Security – Microsoft Dynamics CRM 2016 will integrate with Microsoft Intune that will help companies secure their information for BYOD (Bring Your Own Devices) scenarios. Businesses can now breathe a sigh of relief as this integration guards against data breaches.

Microsoft Dynamics CRM 2016 release promises to enhance the experience for mobile users. With an increase in user productivity and better accessibility to CRM data, businesses need to deploy Microsoft Dynamics CRM 2016 to gain a competitive edge.