Cobalt 2.7 (Release Notes)Q1 2015
Improved Performance & User Experience
System performance enhancements for faster portal browsing and portal/CRM process completion.
New contextual CRM wizard concept to consolidate existing wizards into “smart wizards” for increased productivity and improved customer service.
Enhanced customer self-service options on the portal resulting in less staff involvement.
WYSIWYG HTML Editor available in CRM for simplified styling and formatting of portal text.
New wizards using “smart wizard” concept – Payment Wizard, Credit Wizard, and Write-off Wizard.
Updated logic to allow for more robust payment and refund functionality.
Coupon redemption expanded to all portal checkout processes.
Events, Meetings, and Education Enhancements
Additional meeting waitlist options and new meeting activity waitlist functionality.
Edit meeting registration functionality available on the portal and in CRM.
“My Meetings” & “My Classes” portal pages for upcoming and historical meeting and class registrations.
Cobalt 2.7.1 (Release Notes)Q2 2015
Cobalt Portal Widgets
Turn any Cobalt portal page into a widget that can be dropped seamlessly into your existing website.
Configuration for single sign-on/integration with Sitefinity available so you’re ready to use our portal widgets out of the box.
Configuration for single sign-on/integration with Higher Logic available so you’re ready to use our portal widgets out of the box.
Additional data integration available with Higher Logic Communities (engagement activities, meetings and meeting registrations, contact and member information, user groups, and more).
Cobalt Portal API
Cobalt’s Portal API allows you to write your own integration for whatever content management system you want to use with your Cobalt Dynamics CRM solution.
Microsoft Dynamics CRM 2015 Update 1Q2 2015
CRM Online Update Only!
Carina, Microsoft’s spring-wave update to CRM, is an update for CRM Online only. On-premise customers will have to wait for the fall-wave release to see some of the cool features being introduced here.
Improved Navigation & Custom Themes
Carina introduces significant improvements to navigation and even adds the ability to customize your logo and color-scheme in CRM.
Tighter Office 365 Integration
Carina increases the integration between CRM Online and Office 365 applications with immersive Excel and OneNote integration.
Cobalt 2.8 (Release Notes)Q4 2015
Cobalt Portal Widgets & CMS Configurations
More widget controls available to customers out of the box.
Expanded out of the box configurations to include more content management systems.
Microsoft Dynamics CRM 2016Q4 2015
CRM Online and On-Premises Update
The fall-wave update of CRM will apply to both CRM Online and on-prem, bringing Carina updates to on-prem customers and introducing new features to both.
Cobalt 2.10 (Release Notes)Q2 2016
The main focus of this release was improved performance especially for your end customers/members.
We’ve completely overhauled the receipts on the web portal so that they can be printed easily. They are also stored in CRM so that staff can resend them to customers on demand.
Microsoft Dynamics CRM 2016
This release is fully compatible with CRM 2016 including the latest CRM Online release.
Cobalt 3.0Q3 2016
We’ll be reworking the architecture our solutions and updating all the forms, views and dashboards to take full advantage of the latest features available from Microsoft and to make the products easier to upgrade in the future. Please note that this release will only be available on Microsoft Dynamics CRM 2016.
Microsoft Dynamics 365Q4 2016
New Name & New Pricing
In November, Microsoft released the latest version of its CRM offering with a new name – Dynamics 365. With this new version and name came new license and pricing options.