The new features are:

• New workflow designer offers a visual interface.
• Email sync updates between Outlook and CRM including calendar and email are improved through Xbar.
• Configurable dashboard widgets allow users to setup a personal reporting workspace; where they can manage their own work, or those individuals they manage.
• Dashboards can also use multiple data sources to display results and are easily adjusted by each user without any admin assistance needed.
• Opportunity section now includes multiple quick view summary options for sales.
• New user interface offers various color theme options and the ability to adjust contrast by each user.
• Updated Word-based templates for mail merge is flexible and dynamic and are improved with a new built-in compose menu.
• New log menu allows for meetings and calls to be recorded instantly without having to schedule first.
• CRM workflows have been updated and can be based on CRM activity, content or approvals.
• Users can now upload logos and photos to account and contact section.
• All changes made by partners or vendors will be stored separately from the base CRM.
• Any changes or overrides to the base CRM (customizations) will be deployed in place of base CRM items.
• Add calculated fields into groups making it possible to now include key data points like the sales close date or reason for lost accounts.
• Add additional history views and easy line–item re–ordering.
• Simplified admin access for key actions.
• 9.0 includes a project backup of the current CRM.
• All new features carry over to the mobile experience.