Here's your round-up of the top features now available to you in Microsoft Dynamics 365.
Dynamics 365 for Sales
This release of Dynamics 365 for Sales Microsoft focused on making it quicker and simpler for sales to add information to the system. Improved integration with Teams has been introduced too. In the overview video below you will see the following capabilities covered:
- Improved lead management experiences
- Contextual email communication
- Microsoft Teams integration enhancements
In the next video we explore the latest for Sales Insights, covering the following capabilities:
- More personalised and guided assistance
- Guiding sellers with next best actions through the Assistant Studio
- Capturing more customer communications
- Customising scoring to adapt to organisational needs
- Improving seller coaching with Conversation intelligence
Dynamics 365 for Marketing
Microsoft continues to make strides into delivering a more mature digital marketing platform with Dynamics 365 for Marketing. Simplification for users, more personalised marketing and actionable intelligence are priorities during this wave. In the overview video you will see the following capabilities covered:
- Dynamics 365 Customer Insights integration
- Email A/B testing
- Support for surveys using Microsoft Forms Pro
Dynamics 365 for Customer Service
Agent productivity, seamless omnichannel customer service and improved insights for supervisors and managers were prioritised in the latest release of Dynamics 365 for Customer Service.
In the overview video you will see the following capabilities covered:
- Knowledge management enhancements
- Timeline usability enhancements
In this Customer Service Insights video we cover the following capabilities:
- Improved analytics for richer insights
- Additional topic management capabilities
- New language support for UI and AI models
- Take action by automating with Virtual Agent
Dynamics 365 Field Service
Proactive and predictive field service, with tools that embrace new business models, such as outcome-based service or ‘anything-as-a-service’ are priorities for Microsoft as they continue to invest in Field Service. For the latest release they focused on technician success using Dynamics 365 Guides, proactive service with Azure IoT and improvements to resource scheduling.
In this video we explain Guides and how it can support with step-by-step help instructions using mixed reality.
Dynamics 365 Project Service Automation
Dynamics 365 Project Service Automation is an end-to-end solution for project-based organisations to manage projects from sales through to delivery. The application has deep resource management, sales, pricing, invoicing, time and expense entry, and approval capabilities along with a minimum set of project task and work breakdown structure (WBS) capabilities.
The least release wave investment is focused on providing modular offerings where capabilities across Microsoft Project, Project Service Automation, and Finance and Operations service industries will complement each other in a seamless fashion when combined and will provide a simple go-to market story that is easily consumable.
More detail is available by downloading Microsoft's release documentation.
Want more information?
You can download the full Microsoft release document that outlines in detail new features for Dynamics 365.
If you're an existing customer you can speak to your account manager about what the features mean to you.
If you are new Microsoft Dynamics 365 and Crimson then we encourage you to explore Crimson's Assess2Progress workshops that can help you co-ordinate and prioritise your plans for introducing the benefits of Microsoft's cloud business application suite. The first step is to take Crimson's free 15-minute phone consultation.
