D365 is a powerful CRM platform that has been
updated with a wealth of new features. In this section, we'll describe some of
the most important and useful new features in D365.
Dynamics 365's has come a long way since it’s days
as a CRM system. The latest update to the Dynamics 365 platform will help further enhance its status as an all-round
business platform.
With the release of Wave 2 of the new Dynamics
CRM version in October, the expectations of leading business executives seem to
grow every day. With the already-available features, there are speculations
about introducing new features in future versions.
Dynamics 365 and industry clouds' second release
wave in 2022 introduce brand-new technologies that provide you with important
tools to improve your business. Dynamics 365 applications, including Marketing,
Sales, Customer Service, Field Service, Finance, Supply Chain Management,
Retail, etc., are included in the release, which includes hundreds of new
features. Here's a synopsis.
Marketing
New updates to Dynamics
365 for marketing will bring real-time
customer journey orchestration to enable businesses to optimise their marketing
with hyper-personalized experiences, intuitive lead capture forms, hands-off
automation, lead nurturing, and a new analytics dashboard. to reach new levels
of marketing maturity.
Sales
Dynamics 365 for Sales will continue to get new features to optimise their
selling experiences using modern data and AI productivity tools. including D365 sales premium features to be available to customers with a
sales enterprise licence.
Service
Dynamics 365 Service has also introduced additional tools to allow businesses
to effectively plan service operations for employees. In order to continue
empowering frontline workers, we are providing optimization improvements for
limitations and offering a variety of user experience improvements to the
mobile app.
Finance and operations
The new update has made vendor invoice OCR generally available, automating the
reading and recognition of vendor invoices. with speculation of integrating the
tax calculation service with Dynamics 365 Project
Operations (preview) and extending
electronic invoice support.
Though it is
regularly updated with new features and functionality to improve the user
experience and extend the capabilities of the platform, some of the new
features that have been introduced in Dynamics 365 over the past few years
include:
Artificial intelligence (AI) and machine learning
(ML) capabilities
Dynamics 365 includes various AI and ML capabilities, such as predictive
analytics, customer segmentation, and chatbots, to help businesses automate and
optimise their operations.
Improved sales and marketing capabilities
Dynamics 365 has enhanced its sales and marketing capabilities with features
such as lead and opportunity management, email marketing, and social media
integration.
Enhanced financial management: Dynamics 365 has improved its financial management
capabilities with features such as cash flow forecasting, budgeting, and
expense management.
Improved customer service
Dynamics 365 has added features to improve customer service, such as case
management, knowledge management, and customer self-service portals.
Advanced project management: Dynamics 365 has introduced advanced project management
capabilities, including project planning, resource management, and project
tracking.
Improved supply chain management: Dynamics 365 has added features to improve supply chain
management, including inventory management, purchasing, and vendor
collaboration.
Enhanced analytics and reporting: Dynamics 365 has improved its analytics and reporting
capabilities with features such as data visualisation, dashboards, and custom
report creation.
In addition to these major updates, there are many
other minor but helpful enhancements in 365, such as improved reporting options
and integration with Office 365 for a unified user experience.
In this blog post, we'll take a look at some of the new CRM features that have
been included in the latest version of Dynamics 365. We'll cover all you need
to know about the new features in Dynamics 365.
Get ready to take your CRM system to the next
level with the latest version of Dynamics 365.
Automated task flows
One of the most important updates in D365 is the addition of automated task
flows. to easily create processes and workflows that automate your workflows
and help to improve team collaboration. With AI and automation capabilities,
you can use AI to automatically generate reports on customer activity or
trends.
This can save you time and effort, and it can
also help to increase your productivity and better understand customer needs
and preferences.
Updated Dashboard
With the updated dashboard, you have increased flexibility and control over
your data and operations. In the new version of Dynamics CRM, you get a new and updated dashboard, accessible from
mobile, tablet, and desktop devices, which makes it more convenient for you to
stay up to date on your business.
Additionally, the integrated support for
third-party analytics and BI tools allows you to gain deeper insights into your
organisation's performance.
Advanced Find
Advanced find is the next powerful and rebranded edition of the previous
edition of "classic find" in Dynamics 365 CRM. To make advanced searches and query finding faster and
simpler. If you’ve used Dynamics 365 before, you’ll likely be excited by this
one, which was rolled out in 2022. If you've used Dynamics 365 before, you'll
probably be excited about this one, which was released in April 2022.
For users who have never used this feature,
clicking the new button will open a blank form for the entity for which the
Advanced Find is being run. This will allow you to create a new record directly
from Advanced Find. This feature will allow you to edit, delete, merge, share, assign,
or export one or more records (bulk records) to Excel.
Improved UI for desktop and mobile
The new version of Dynamics 365 will give the platform a much-needed facelift. The
new Unified Client Interface will make the platform look more like the rest of
the Microsoft 365 suite. Other than improving the look of Dynamics 365, this
will radically improve the experience on the device.
Enhanced mobile experience
While Dynamics is currently accessible via mobile and tablet, the latest update
is set to bring the experience more in line with the desktop experience. This
will make Dynamics 365 a much more portable tool. Businesses will be able to
access valuable intel on sales or company performance wherever staff might be,
making key updates to Dynamics 365 on the go rather than waiting to get back to
a desktop computer.
Customer Service Hub
For some time, Dynamics 365 has been developing into a customer service tool.
The launch of the Customer
Service Hub will cement this by bringing
key features together. This includes the ability to log and track cases, tag
key customer communications (emails, recorded calls, etc.) against case
records, and manage customers based on predefined service level agreements.
The addition of the timeline feature, which presents
a linear view of interactions and allows users to get up to speed quickly with
accounts, will also benefit users of the platform.
It may sound simple, but it’s a big
improvement for the platform. And if that's not enough, you will also be able
to customise widgets and views to get a more personalised view of your data
with the new update.
To summarise
D365 is a sophisticated CRM system. With
its variety of features and applications, D365 offers a comprehensive platform
for businesses looking to upgrade their customer experience. By taking
advantage of the latest features and functionalities within D365, companies can
increase efficiency while providing an improved customer journey.
So why wait? Get started today with the new
Dynamics 365.
Contact our team today!
Or discover more about Dynamics 365 solutions
and applications for industries by visiting our dedicated Dynamics 365 for information
about D365, installation, customization, and D365 accelerators.
For additional help, reach us at @soluzione.