As of the December 2016 update for Dynamics 365 (online and on-premises), Dynamics CRM functionality is now included as a part of Dynamics 365, a suite of intelligent business applications. Now included are the new Dynamics apps for Sales, Customer Service, Field Service, and Project Service Automation
You can now pick from the following role-based apps to do your daily work with Dynamics 365 in 2017:
These apps come with simplified navigation in Dynamics 365 CRM.
For example, in the Customer Service app site map, you’ll only see service entities. The apps you see are based on your organization’s licensing options and your security role. The administrator or customizer can also design custom business apps to create a simplified work experience tailored just to the tasks you need to do.
Dynamics 365 in 2017 made the following enhancements to the mobile app:
Mobile offline: The mobile app will now synchronize data when it’s operating in the background, so you can get updated data even while you do other things on your device
Microsoft improved Dynamics 365 App for Outlook in many ways. With the latest enhancements, Dynamics 365 App for Outlook paired with server-side sync is the preferred way to integrate Outlook email with Dynamics 365.
When you start Dynamics 365 App for Outlook, the app is pinned to the right side of screen. The information displayed in the app shows the recipient list and related info for the selected email message.
With the updated Dynamics 365 App for Outlook, you can:
See info about all email recipients (including distribution lists). Email recipients are automatically mapped to Dynamics 365 contacts, leads, or users, so you can see the recipient’s picture (if available), name, job title, company name, business phone, and mobile phone. If a recipient is unknown, you can quickly add the recipient as a contact or lead. You can also set the regarding record with a single click, call the recipient, or add an activity (appointment, phone call, or task).
In Microsoft Dynamics CRM Online 2016 Update 1, Learning Path was introduced, which provided contextually rich training, walkthroughs, videos, and articles right in the app at just the right time. With the December 2016 update for Microsoft Dynamics 365 (online), you can now create your own Learning Path experience for your Dynamics 365 (online) users. For example, create a custom Learning Path experience to train your sales team. Learning Path allows you to deliver custom content specific to the security role assigned to a user. This means, for example, that salespeople see Learning Path sidebars and guided tasks specific to their role, and service reps see a different set of content. You can also display different content for the same security role in different organizations.
You can even localize your content in different languages for different users and organizations. Learning Path provides a great way to help people discover new features and become familiar with new forms or business processes at their own pace right from the app. This can help reduce training time and costs and enable team members to quickly become productive using Dynamics 365 (online).
Add-in for Microsoft Project: With the new project service add-in you’ll be able to do all of your project planning in Microsoft Project, and then publish the project plan into Microsoft Dynamics 365 for Project Service Automation. You can also bring a project that you started in Microsoft Dynamics 365 for Project Service Automation into Microsoft Project to finish planning work, and then publish it back to Microsoft Dynamics 365 for Project Service Automation. Relevance Search enhancements With new facet and filter support, you can drill into and explore search results without having to repeatedly refine the search terms.
Four global facets for Relevance Search are shown by default on the left side of the Relevance Search results page. They represent Record type, Owner, Modified On, and Created On fields that are common to most Dynamics 365 entities, as shown below:
If you select a specific entity in the Record type face, you will see a list of entity-specific facets that you can choose from. For example, if you select the Account entity, you may see additional information about the account’s annual revenue, the industry they are in, and the primary contact information. The facet list is configured by an administrator. If you want to see different information, you can ask your administrator to provide that for you.
Other new capabilities:
With the new editable grids provide many versatile capabilities, such as inline editing, grouping, filtering, and sorting on columns. Editable grids are available at the entity level, in sub-grids inside a form, or in a dashboard. Editable grids are supported on forms in the Dynamics 365 Web client, Dynamics 365 for tablets, and Dynamics 365 for phones. For dashboards, editable grids are available in Dynamics 365 for tablets and Dynamics 365 for phones.
Lots of new and existing features have been added to Dynamics 365 in 2017 to help manufacturing business improve their business processes and increase profitability. If you are looking for a team of Dynamics 365 CRM experts, we are here to help! Get in touch
The world of Dynamics 365 CRM continues to evolve, and with it comes the imperative need for manufacturers to stay ahead through continuous improvement. This blog explores the cutting-edge strategies and considerations that manufacturers can take using Dynamics 365 CRM for continuous improvement. Five Ways to Use Dynamics 365 for Continuous Improvement Get Deeper Process Improvement Insights With AI-Powered Data Analysis Explore how artificial intelligence is revolutionizing the data analysis process, automating everything from Lead Scoring to Prospecting, leading to more efficient use of Dynamics 365 and increased accuracy in customer interactions. Increase Productivity With the Dynamics 365 2024 Release Wave 1 Updates Let Microsoft do some of the work for you! Leverage the newest features being introduced in the Dynamics 365 2024 Wave 1 updates, such as AI functionality like Microsoft Copilot for Sales and enhanced Customer Insights (Marketing) Journeys. These new capabilities can significantly increase productivity with minimal effort on your part. Customize Your CRM With Low-Code/No-Code Solutions Explore the growing popularity of low-code/no-code platforms for customizing CRM entities, fields, workflows, and approvals enabling organizations to tailor their CRM systems without the need for extensive coding. These tools for Dynamics 365 are all available under the Power Platform and a lot of their capabilities are available to you at no extra charge. Enhance the User Experience With User-Centric Design and Training Focus on the importance of the CRM user experience. User-centric design principles and targeted training programs contribute to successful CRM adoption. “Engaging End Users Early and Often” is one of the core tenets of our CRM Success Methodology. Reviewing how end users are engaging with your CRM can often reveal simple changes that will improve their experience and increase productivity. Learn From Dynamics 365 Community Insights Take advantage of the real-world case studies and insights from the Dynamics 365 CRM community, highlighting best practices and lessons learned from successful CRM implementations and projects. We encourage all our clients to join the Dynamics 365 CE / CRM group at Dynamics Communities. Navigate the Future of Dynamics 365 CRM Successfully If you’re a manufacturer striving to harness the full potential of Dynamics 365 CRM in 2024, a forward-looking and strategic approach is essential. Contact the team at Dominic Systems to learn how we can support your journey to continuous improvement. <Schedule Free Consultation>
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