Technology never stands still, and that is certainly true for Dynamics 365. It’s not always easy to keep up-to-date with developments so here we recap on what we believe were some of the most important new features released this year.
#1 Dynamics 365 Sales – details on won/lost opportunities
#2 Dynamics 365 for Marketing – single click approval
It is now possible to approve activities in a single click using Microsoft Flow. This means you can approve campaigns, emails and other marketing-related tasks in a single click, moving them more smoothly and efficiently through the pre-designed workflow. There are automatic notifications to managers and colleagues regarding new approval requests.
#3 Dynamics 365 for Sales – manage and track leads more easily
New leads can be created without the need to enter company or contact details manually. Instead, Dynamics 365 will use the information it already stores on existing customers to automatically complete fields with relevant information.
#4 Dynamics 365 Sales – Compose multiple emails from the same screen
#5 Dynamics 365 for Service – Virtual agent
The virtual agent solution is designed to improve customer service by ensuring your customers can get the answers they need 24/7. It involves the creation of bots using a guided, codeless graphical UI which is then embedded into your website without the need to use AI engineers or data scientists.
Want to know more?
If you want to know more on these or other new features, please get in touch with our Dynamics 365 expert team. We have worked with Dynamics 365 since it was released in 2016 so have significant experience and expertise to help you get the most from the technology.