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September 2014 - What's New in Advisor CRM

Contents

Service Pack 1 for Microsoft Dynamics Upgrade

Internet Explorer 11 Compatibility

New Automated Tasks

Save & Close Button

Learn More - Watch the Release Video

 

Service Pack 1 for Microsoft Dynamics Upgrade

With this release, Advisor CRM is has been updated to Service Pack 1 for Microsoft Dynamics CRM 2013. SP1 contains new updates that improve security, performance, and stability. Additionally, SP1 is a roll up of all previously released updates.

This update takes place on our servers and there is no action to take for you to be upgraded to the new version.

Internet Explorer 11 Compatibility

We have updated Advisor CRM to include compatibility with Internet Explorer 11, allowing you to take advantage of the newest Internet Explorer features.

New Automated Tasks

At Tamarac, we understand that automating manual tasks is important to your business. That's why we've worked hard to create even more possibilities for automation in Advisor CRM.

In this release, Advisor CRM will automatically create a task when:

To enable any of these tasks, please contact your Tamarac service team.

Save & Close Button

The Save & Close button is back by popular demand! When creating information, you now have the option to save the information or save and close out of the window – it's your choice.

Learn More - Watch the Release Video