Top 10 Cool Features of Microsoft Dynamics 365

Along with new branding, the latest release of CRM for Dynamics 365 brought many updates. Many are accessible for both Virtual and On-Premises, some for now are Online only. As we kick off our CRM for Dynamics 365webinar series, Soluzione IT Servicesshare a list of a few of our favorites.

1.) App Modules – as functional regions extent this new WYSISYG designer allows for creating app modules – basically sub-sets of the overview organization’s functionality.

2.) Site Map Designer – a balancing feature to the app modules is a integrated Site Map editor to create a site map for each of the app modules. No longer will we have to use a third-party tool or edit the sitemap directly!

3.) Business Process Flow Developments – this functionality has great new material: Concurrent BPFs per record, new drag-n-drop designer, timer, suggestion bubbles, capability to call workflows directly, and more.

4.) Editable Grids – Additional new feature sure to be a big hit. It allows for in-line editing, JavaScript and other web resources, grouping, dragging columns around, plus additional ability in the mobile apps.

5.) Relationship insights – this feature is online only and takes your customer appointment to the next level. Your associate will evaluate your data and deliver suggestions, capture rich signals from Exchange, generate a group of Action cards, and more.

6.) Dynamics 365 App for Outlook – The app was introduced in 2015 and gets important updates with this announcement. It persists on the right side of the screen showing the recipient list, the related records, the ability to create new records, and also embed templates and attachments.

7.) Mobility – loads of great material here: new workspace, colors and layout, editable grids, track content directly, and task flows are now GA.

8.) Relevance Search – officially a preview feature now has faceting clarifying and full inline results.

9.) Collaborative Service Hub Developments – A few minor but nice developments including the ability to email a link and searching.

10.) Learning Path – The learning ability will now include authoring content to walk a user through your learning videos, how-to, and other documentation.

Addition feature Power BI Integration – With CRM 2016 update 1 we could natively embed Power BI tiles. With Dynamics 365 we can now embed entire dashboards. Leveraging the new Web API we can access more info than ever for our analytics.

Happy CRM’ing!