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Microsoft Dynamics 365 | By Admin
Dynamics 365 is formulated of integrated tools that permit ventures to do activities including field service automation, lead tracking, uplift sales, upgrade cloud-based business apps, and mobile device operations. The product secures a plethora of features that can assist boost up financial management, customer service, sales, and overall operations. These tools of Microsoft Dynamics 365 can be individually elicited or as a total suite, performing together or as an element of a total solution.
Last fall has observed the release of Microsoft’s new Dynamics 365, a merged offering of ERP and CRM services. The new upgraded blend establishes and improvises upon the capabilities Dynamics CRM. Dynamics 365 involves an advanced CRM performance, along with the functionality, security, and pricing familiar to Microsoft Customers.
This article will outline the 10 most popular new features of Dynamics 365, although there are certainly many more.
The utilization of app modules of Dynamics 365 is a celebrated new feature. While Microsoft Dynamics CRM permitted the utilization of apps within it, Dynamics 365 app modules extend greatly those capabilities. It lets the users craft a collection of business process flows or apps, then to operate those apps limitlessly throughout the platform. Apps are no longer restricted to a single site page or map. Users can utilize apps throughout the platform instead. The new modules offer substantially more functionality and flexibility than the previous Dynamics CRM versions.
The users are enabled by the app module to formulate highly-targeted apps through a simple drag and drop programs. Not only are plugins and add-ins no longer needed, but the users of Dynamics 365 can make new applications without writing a single code line.
Although presently available online only, The Relationship Insights tool of Dynamics 365 is an important new resource. This features monitors and records all of a given users’ interactions and communication with customers. Once this data has been accumulated, Microsoft Dynamics 365 can then scrutinize data and offer recommendations or suggest activities.
This new feature is more than data tracking or analytics. The users can be guided to relationship insights assistants through their daily work, interactions, and communications with customers. Some instances of activities that can be recommended by this tool are suggestions for inactive contacts, notifications for opportunities ready to close, email alerts on emails awaiting replies, or reminders for upcoming actions.
Another key feature of Dynamics 365is the site map designer. Related to App Modules, the site map designer lets the users generate and edit site maps without the requirement of third-party designers or developers. This feature provides users with development abilities in an easy to operate, drag, and drop tool instead. Several multiple site maps like one for every app in employment, or as a guide for various categories can be built by the users. Try us now to know more about our Dynamics 365 ERP Solutions.
Users are in control now of their pages and can tailor sites to fit their business, preference, or industry.
The mobile experience also has been greatly improvised upon in Microsoft Dynamics 365. Establishing upon a mobile platform that permitted for timelines, video players, and calendars, Dynamics 356 has involved layouts, colours, tracking, editable grids, work task flows, and workspaces.
A new mobile workspace has been made, letting a more mobile-friendly user experience. Content, layouts, and colours have been optimized for minimizing scrolling and making information more presentable. Users can now monitor content, prospects, and leads through a mobile-friendly interface.
Relevance search is another trendy new feature of Dynamics 365. The advanced search feature ensures users to come across matches for words or key phrases based on significance. The users of Dynamics 365 now can strengthen their database searches with an intelligent and robust search engine.
Users can search by key phrases or keywords, permitting for vital time to be saved on searches. They can expect now more accurate outcomes without having to modify or refine their search queries further.
Visual process designer is another excellent drag and drop design system in Microsoft Dynamics 365. It allows users to make business process flows, task flows, and business rules. It provides timers, recommendation bubbles, and the ability for users to directly influence workflows. This feature also contains an export to image capability, by which the users are confirmed to establish a visual representation of process flows.
Dynamics 365 ensures also a greater integration and connection with Microsoft Outlook. Though the Dynamics Apps for Outlook was released first in 2015, it obtained substantial improvisation in the new Dynamics 365 release. The new app stays on the right side of the users’ screens and can flaunt recipient lists, new records, related records, and can embed also any attachments or templates. Users can perform more effectually, incorporating CRM within their email applications. Reach us now to get more details about our Microsoft Cloud Solutions.
For users in the client-facing situation, the capability to access CRM through email, or vice versa, creates email a very useful tool for customer management. Dynamics 365 supports Outlook on several platforms also including Macs, Outlook Web Application, and Windows.
Dynamics 365 has also made immense developments in the education of CRM users with a new tool of Learning Path. One of the most complex elements of the implementation of CRM is the resources and time necessary to fully train staff in its operation. CRM is an extensive technology that needs significant time and effort to be perceived fully.
Microsoft has comprehended this and incorporated Learning Paths with Dynamics 365 to ease this pressure point. This feature is a series of guided tasks, videos, and how-to-documents that let users learn the operation of Dynamics 365 through interactive resources. The resources can be tailored for every user relying on job duties or department. Contact us for more details about Microsoft Solutions in Kolkata.
The launch of editable grids is another convenient new feature. Dynamics 365 users can now create in-line edits in both mobile and desktop versions. Rather than opening up accounts to craft information changes, now users can edit within columns quickly. The user experience becomes substantially streamlined and less boring, and customer management is improvised. Columns also can now be grouped and dragged as per the user preference, further aiding the entire user experience.
Finally, a crucial new feature is a further integration with other Microsoft platforms and products. One is the integration of Dynamics 365 with Power BI of Microsoft.
The CRM blending and analytics provides administrations an efficient tool in Microsoft Dynamics CRM in India. Overall dashboards from Power BI now can be implanted into the Dynamics 365 databases. Now, users can conduct an analytical analysis of data that is being cumulated in real-time. Visualization can be executed within Power BI off pertinent customer data from Dynamics 365.
Dynamics 365 implementation will carry a host of new features and advantages to users. Presently, the users on Microsoft Dynamics CRM in Kolkata will experience even enormous advantages for Dynamics 365 close integration with other Microsoft platforms and products. From incorporation with other Microsoft platforms to AI personal assistants, Dynamics 365 offers users an improved CRM experience. Elicited in all this is the reliability, functionality, and security of cloud services of Microsoft.
Contact us today to get any solutions regarding Microsoft. Being a Microsoft Consulting and Service Company in India, we will provide core assistance to achieve your organizational objectives in a typical timeframe.
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