Here's a quick list of the new features in Microsoft Dynamics CRM 2016:
- Customer field type
- Solutions improvements for entity assets
- The feedback and rating functionalities
- The Relevance Search functionality
Now let's look at each of these in brief.
New features in Microsoft Dynamics CRM 2016
Customer field type
There can be account or contact linked with entities such as opportunities, invoices, orders, and cases. Therefore, the customer field type is a lookup field, which allows you to either link a contact or account field with an entity. This field is includes out of box in entities such as opportunities, invoices, orders, and cases. If you want to link records of account or contact with any other entity, then you can create a custom lookup field of type customer.
Solutions improvements for entity assets
Whenever, one needs to add an existing entity to a solution, one can add only the required assets into the solution. Microsoft Dynamics CRM 2016 provides with the feature where one can select the list of components that are required in the solution. Only the selected components will be a part of your solution. Entity assets can be Forms, Views, Charts, Keys, Relationships, Dashboards, and so on.
Two other configuration options that can be set are:
- Include entity metadata: Entity metadata information, such as audit settings, are included
- Include all assets: If checked, all the entity assets are included
Feedback and Rating
Microsoft Dynamics CRM 2016 introduced a new entity called Feedback, which lets users provide feedback and rating for a product or a case entity. This will help organizations to track the feedback and ratings for the services provided, which may help improve the quality of products and services.
The Relevance Search functionality
Relevance search is an improved search functionality in Microsoft Dynamics CRM 2016, which uses Azure Search. Using relevance search, you can search through all the fields in all the entities and provide improved results. It is faster and more relevant, as it searches through all the entities.
