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What’s New for Marketing in Microsoft Dynamics CRM: Fall 2014 - Part 1

Post Author: Joe D365 |

What's the greatest part of being a marketer these days, besides being more data-driven, demonstrating more impact and getting more budget?

It's getting fresh infusions of technology that help you get more measurable, more digital, more social, more mobile and above all, more effective. For our marketing customers using Dynamics CRM and other products "in the family" – another infusion is coming this fall.

Here's a quick summary, for more details on the impact for marketers, contact our Marketing Solutions Practice Director, Nick Wassenberg. The screenshots below are borrowed from the release preview guide [Download PDF]:

Product Families and Cross-sell Suggestions
Updated Product Families will let operations managers configure product offerings to bundle related products, set up price lists and serve up suggestions to sales for cross-sell suggestions. (Does defining Products mean marketing? According to one of the oldest definitions in the book, Product is Marketing – so in many case, yes!)

What’s New for Marketing in Microsoft Dynamics CRM: Fall 2014 - Part 1

Hierarchy Visualizations
Understanding how accounts and territories are lined up is key to driving revenue and is vital for marketers as they define segments and analyze results. This fall, account and territory structure get a visualization facelift that helps keep marketing, sales and service all on the same page.

What’s New for Marketing in Microsoft Dynamics CRM: Fall 2014 - Part 1


Sales Collaboration Panel from Microsoft Dynamics Marketing
There will be plenty to cover about the Dynamics Marketing product in Part 2 of this post, but here's a piece that will be found directly in CRM. The Sales Collaboration Panel raises the bar on sales and marketing alignment by giving sales a first-hand look at campaigns, messages, and digital engagement for key accounts or segments. It also gives sales more control over the volume of messaging and self-service alerts. Sales and Marketing, better together in CRM.

What’s New for Marketing in Microsoft Dynamics CRM: Fall 2014 - Part 1

Service and Case Management
Let's not forget the enhancements that let marketer's customer care colleagues provide better service and create more raving fans. In an era where every customer has more reach than ever, the health of your brand's image depends on satisfied, loyal customers. In short, marketers should definitely care about customer service. In this release, CRM delivers a better way to manage customer service cases with flexible Service Level Agreements (SLAs). This functionality builds on what was launched in the spring, adding pausing and resuming SLA tracks. As these features get added to how customer needs are met, impact on loyalty will help marketers and the business win.

What’s New for Marketing in Microsoft Dynamics CRM: Fall 2014 - Part 1

Stay tuned for the highlights in the adjacent products Microsoft Dynamics Marketing and Microsoft Social Listening. Fall 2014 Update Part 2 is coming soon!

By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

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