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Microsoft Dynamics CRM 2015 Update 1

Microsoft Dynamics CRM 2015 Update 1: New Features

Following from the Dynamics CRM 2015 release last year, Microsoft have announced their changes as part of Microsoft Dynamics CRM 2015 Update 1. These include:

  • Navigation
  • Themes
  • Forms

Navigation:

Changes and updates to the navigation will enable your team to move around the User Interface more quickly and intuitively. Specific enhancements include:

  • The Sales, Service, Marketing and Settings work areas are easier to move between.
  • Work items are now displayed beneath the work area selected, enabling faster discovery of things like dashboard, accounts and cases.
  • The new shortcuts to recent work lets you quickly see the records and views you most recently accessed so that you can jump directly to those items as needed.

There’s a quick tour of these navigation enhancements in this short video. For more information please also see how to get around in CRM.

Themes:

Theming allows you to personalise your Dynamics CRM Online deployment more than ever before. Theming enhancements include:

  • Add logos to make the experience feel more personal for your users and align to your company branding.
  • Change accent colors for the main navigation, hover, and selections to match your company style.
  • Color changes are available for all entities. You can find the configuration in the entity metadata.
  • Administrators can easily preview themes before publishing and also export and import themes for reuse.

Need more information about Theming? To learn more about how to change the color scheme or add a logo to match your organization’s brand, watch this video.

Forms:

Forms are significantly improved for rendering in the UI. New features include:

  • A newly built form rendering engine provides extremely fast form load while maintaining compatibility.
  • These form changes will not impact end users, because they have the same features, interface, and behaviors as the legacy rendering engine. Some of the areas we’ve changed include how the page is constructed, how data loads, and how scripts are managed.
  • Unsupported customizations will likely break in the improved form engine. We encourage everyone to test your customizations, solutions, and scripts to ensure proper functionality with the improved form engine.

For more information about whether the scripts that you use will work with all supported browsers, see Use JavaScript with Microsoft Dynamics CRM. And, to ensure your forms customization follow the recommended practices, check out creating and designing forms.

So how should you prepare for the update?

Get yourself ready for the update in five steps:

  1. Get familiar. Read the Release Preview Guidefor the complete list of capabilities.
  2. Get prepared. Read about managing Microsoft Dynamics CRM Online updates.
  3. Stay up to date. Bookmark the Get Readypage and visit regularly to stay informed.
  4. Plan. Test, train your users, and socialize the update before deploying to production.
  5. Engage. Your partner and Microsoft teams are here to help you be successful.