As leaders in technology, Microsoft is always looking to improve upon its offerings year after year.
There is no better example of Microsoft’s push to excellence than their world leading CRM platform Dynamics 365. Microsoft updates and enhances the solution every six months. These updates are released in April and October of each year.
In anticipation of the next release set to reach the public October 1st we want to give you a sneak peak at the latest offerings that we know Microsoft will be unveiling.
This is our October 2020 Dynamics 365 update preview.
Dynamics 365 Sales
Improvements to the Sales solution include assistance in identifying and flagging potentially duplicate records – a warning prompt will be triggered to help you keep your data clean. Additionally, improvements to the email experience will allow you to easily manage attachments and PDFs.
Also, the public will be able to preview a new Sales mobile app that will help sellers find information, update CRM, and complete tasks with increased AI capabilities.
Dynamics 365 Marketing
Microsoft will introduce a more intuitive Customer Journey Canvas experience that will now also show negative journey paths to allow you to learn from your unsuccessful outcomes. Additionally, the email editor has been improved, there are expanded form entity options, and upgraded Social Media posting scheduling. Other improvements include flexibility for additional email columns and faster loading.
With many organizations now working remotely, increasing Microsoft Teams Integration was a priority in this update, as well.
Dynamics 365 Field Service
This update makes several important changes to give you a better view and understanding of crucial Field Service metrics.
Workorder completion surveys have been added to get you significant, immediate feedback that you can act on to improve efforts in the future. Additionally, workorder metrics allow you to track delivery insights for each order, to uncover and address inefficiencies.
To help you better satisfy customers, enhanced skill-based matching allows you to pair the best technician to a work order.
Additionally, there has been improvements to the calendar view to provide you and your staff a better outlook of your entire operation.
In combination with the Unified Interface transition, several changes have been made to Power Apps, making the end user experience more efficient.
These are just a sampling of the changes you can expect in the October release. Stay tuned as we dive deeper into these highlights in future posts!
If you’d like to learn how Dynamics 365 can help drive your organization’s success, give one of our experts a call today, for more information.
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