What are the new features available in Microsoft Dynamics 365?
Microsoft Dynamics 365 has revolutionized the CRM and ERP by applying intelligence to every data form and enabling organizations to progress from reactive decisions to proactive insights. By bringing a superior performance with security, functionality, and pricing, it has helped many organizations. Keeping track of all the updates to Microsoft Dynamics 365 features can be challenging for many with the frequency of Dynamics 365 feature updates. Here, we have come up with the latest and key features of Microsoft Dynamics 365, which will help you stay up-to-date.
Latest features of Microsoft Dynamics 365
Unified Interface: The responsive web design principles of Unified Interface provide optimal viewing and interaction experience for any screen size or device. Microsoft has announced an automatic transition to Unified Interface across all Dynamics 365 apps.
Advanced filtering: Filtering is a common yet crucial feature impacting users and businesses. With the feature update, Microsoft has added opportunity filters. This has many enhancements to filtering, including eliminating the necessity to recreate frequently used filters, the ability to save filters permanently, quick data analysis, and finding records easily.
Improved Forecasting: One of the Microsoft Dynamics 365 features that improved the forecasting capabilities. The ability to set forecast viewing permissions, configure columns to be roll-up fields or calculated fields, and make live forecast adjustments are some of the best improvements to forecasting.
Case routing: This Microsoft Dynamics 365 feature allows you to automatically route cases to the right people at the right time. Users will be able to use the routing rules to route cases that are escalated to specific queues without manual intervention.
SLA experience: With this new Dynamics 365 feature, Microsoft is bringing a new SLA administration experience on the Unified Interface that can leverage actions that enable us to easily configure actions (success, failure, and warning actions) for SLAs.
App Modules: Microsoft has expanded the capabilities of the Dynamics 365 App modules. This feature allows users to create highly targeted apps through a simple drag-and-drop program. It also allows us to create a collection of apps or process flows for further use without limit throughout the platform.
Site Map Designer: With an easy-to-use drag-and-drop tool, the site map designer allows users to customize, create, and edit site maps without needing third-party developers or designers. This is one of the Microsoft Dynamics 365 features related to App modules.
Relationship Insights: The relationship insight tool tracks and records customer interactions and then analyses it to provide recommendations. It is more than just analytics and data tracking.
Relevance Search: This improved feature enables Dynamics 365 users to find matches for words or key phrases based on relevance. This can power their database searches, lessen the time spent on searches, and further modify any search queries.
Mobile Experience: The mobile experience has also been created in Dynamics 365 to provide a mobile workspace with a friendly user experience. With the added workspaces, layouts, colors, editable grids, tracking, and work task flows, Dynamics 365 users can track leads and prospects through the mobile-friendly interface.
Outlook access: With this Microsoft Dynamics 365 feature update, the users have been provided with the ability to access CRM through email. This feature enables greater connection and integration of Dynamics 365 with Microsoft Outlook, allowing users to work more efficiently.
Visual Process Designer: This allows Dynamics 365 users to create business process flows, business rules, and task flows and provide direct suggestions on workflows. The visual process designer has an easy drag-and-drop design system.
Editable Grids: With this Microsoft Dynamics 365 feature, users can now easily make in-line edits in desktop and mobile versions. Users can quickly edit within columns without opening up accounts to change information. It is less complicated and easy to streamline customer management, and users can drag and group columns based on their preferences.
Learning Paths: It is essential to learn and understand how to use Dynamics 365 so that users can work at their own pace. With the series of interactive resources, learning paths can provide customized help to each user as per their needs.
Integration with Microsoft products and platforms: One of the most heard features of Microsoft Dynamics 365 is the possibility of integrating Dynamics 365 with all Microsoft products. Users will be able to enhance their business processes and improve productivity by integrating Dynamics 365 with other Microsoft Products and Platforms.
Bring the best out of your CRM and ERP investment
In this blog, we have just seen very few of the Microsoft Dynamics 365 Features and capabilities. Rather than being a product line of the technology giant, Microsoft Dynamics 365 can be the best option out of all the CRM or ERP available in the market with its numerous rich features, enhanced security, reliability, and functionality of Microsoft’s cloud services.
You can get a whole new CRM experience with many benefits, including a friendly user experience, AI personal assistants, and integration with other Microsoft Platforms by implementing Dynamics 365.
If you would like to explore more on Dynamics 365 or Dynamics 365 Implementation, Talk To Our Expert Team!
