Zavanti CRM News


Zavanti CRM News

Upgrade to Microsoft Dynamics CRM 2016 is now available. This includes some new and useful features noted below. for those who have not upgraded we recommend you discuss with your consultant to arrange a schedule for the upgrade. Some of the features of CRM 2016 are:

  • Rich offline and online mobile experience
  • Use pre-formatted Excel and Word templates to create documents directly from CRM
  • Store and manage your private documents in OneDrive for Business, directly from CRM
  • View SharePoint documents in CRM for phones and tablets

Zavanti CRM also has some exciting upgrades available:

  • Sales portal has been enhanced with new functionality for document sharing and agent interaction.


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