Microsoft Streamlines Dynamics CRM 2013 Workflows
Microsoft wants to help users get more done by staying put. New activity feed options help them manage their CRM activities more efficiently and with fewer screens.Microsoft has given its customer relationship management (CRM) platform a makeover, and the changes go beyond prettier pixels. Leading up to and following the Dynamics CRM 2013 launch, the company has been showcasing the many enhancements that the product has in store for sales and marketing organizations. This time around, Microsoft is turning the spotlight to time-saving features in the software's activity feed. In a Nov. 11 blog post, Microsoft Dynamics CRM's Mukul Aggarwal noted that the activity feed acts as ground zero when it comes to interacting with customer data. "The activity feed is the first thing you see when you view records in CRM, whether it's an opportunity, lead, account, contact or service case," wrote Aggarwal. The newest features are aimed at helping users get more done with less screen switching. Dynamics CRM 2013 now allows users to create appointments, emails and custom-created activities from the activity feed. Clicking the new ellipsis-like icon (…) exposes the new functionality. Upon inputting new details, users can save the activity, mark it as complete or send it in the case of an email.
As an example of Dynamics CRM's new streamlined approach, Aggarwal offered that "saving an activity lets you stay on the same page, so that you can take any action (like marking it complete, deleting, closing, or converting to opportunity or case)." Aggarwal added that users can press "the browser back button to go back to your activity feed at any time."