Dynamics 365 is the latest offering product in Microsoft’s long line of business management software.
The first step to deliver its version of bringing of CRM, ERP and supporting business applications together under one digital platform.
This completely new approach to business software delivery is the result of years of development and innovation on Microsoft’s part, having been a prominent vendor in the business application for almost two decades.
Microsoft’s new cloud-based offering, which combines Dynamics CRM and Dynamics AX, is fully integrated features and tools for sales, marketing and operations to enhance your productivity.
There are so many features in MicrosoftDynamics 365 are available for both online and on-premises.
And as Dynamics 365 continues to improve and develop, the frequency of these updates can present a challenge when it comes to understanding the latest features and understanding how it will benefit your organization.
Because changes are vital for businesses to be as productive as possible, we have compiled some of the best features of this software.
Let’s talk about its unexplored features.
Once we noticed that Dynamics 365 showed up on our list of Office 365 apps. We were expecting Dynamics 365 to be some sort of stuffy business application with a use that is almost incomprehensible to an IT pro like myself.
We found that the Dynamics 365 app took us into an app store that features, among other things, several simple but useful applications that had been built on top of Office 365 PowerApps.
If you don’t know about PowerApps, it is essentially a development environment that allows you to build custom applications without writing any code.
Being that Microsoft is a software company, we never expected Microsoft to develop Office 365 apps in this environment and yet that is exactly what it has done in Dynamics 365.
When you first open Dynamics 365, you will initially see a screen. In that screen, it contains a direct link to PowerApps, along with a blurb indicating that you can use PowerApps to create custom apps.
We can say this, Dynamics 365 has really worked on this feature and you spent time with this app and explore about the new features you may be surprised.
This is one of the most innovative and exciting features on which Microsoft have worked with lots of intensity and made it very successful.
2. Outlook Client
Although the integration between CRM and the Outlook Client has always been tight, Dynamics 365 takes that integration to yet another level.
Now you can work easily and more effectively without ever leaving your inbox, track your emails, book appointments and set tasks.
3. Azure Machine Learning
The part of Dynamics 365 is Microsoft’s tool for predictive and artificial intelligence. Azure Machine Learning can be used for, among many other things, recommending cross-selling opportunities and analyzing cases and tickets.
In the coming time, more features will be integrated orienting around Machine Learning that will make the user experience better.
4. Power BI Integration
With the help of this software, you can now embed entire dashboards. Because the capabilities of Power BI in Dynamics 365 have been further enhanced, you can now add titles to dashboards, embed entire dashboards in reports and make them interactive.
You can also create real-time visualizations. Beyond all that. You can also activate these embedded dashboards for tablets as well as smartphones.
5. Editable Grids
An Editable grid was one of the most requested features in Dynamics CRM. All of the previous versions of Dynamics CRM only offer a read-only grid that displays data also known as a view.
Previously, if any modifications were needed, users need to click into each individual record to perform an edit.
In Dynamics 365, Microsoft released a native editable grid for each entity and grid and sub-grid of CRM! On top of that, the editable grid also supports mobile and tablet clients, making it even more appealing to the field users of Dynamics CRM.
Once enabled, the editable grid replaces the existing read-only grid, so no need to switch between the two. All of the functionalities that are part of the read-only grid such as “Click to open”, “Export”, Run Workflow”, “Filter/Sort” etc. remains intact.
This feature saves the daily user of CRM a tremendous amount of time.
6. Business Process Flow
Business Process Flow (BPF) and Business Rules (BR) are a few of the most powerful features inside the Dynamics CRM platform.
They allow companies to set up complicated rules and procedures in CRM without the need for custom coding and growth.
In the former version of Dynamics CRM, the Business Process Flow and Business Rules are installation using logic controls in which the user should specify”If” and”then” conditions, which have a tendency to be challenging for those which are not knowledgeable about system logics and programming statements.
In Dynamics 365, the Business Process Flow and Business Rules designer received a full facelift.
The recently released designer supports drag/drop and is directed at being user-friendly even a basic user of CRM can implement strong automation.
7. LinkedIn Sales Navigator
With the LinkedIn Navigator solutions for Earnings and Campaigns, you can build on existing LinkedIn performance to look at and synchronise data to your own leads, Accounts, and Contacts.
As well as providing fast access to Contact and Company profile information, inMail and messages, tasks, appointments, and other tasks may also be monitored at Dynamics 365.
8. Unified Client Interface
CRM is now a part of Dynamics 365, meaning that the newest Office 365 customer portal offers fresh navigation, crisp design of disciplines and grids.
A searchable unified interface to the Client Service Hub and Business Edition software means that consumers enjoy the Exact Same encounter on Mobile and Tablets
9. New App Model
Dynamics 365 (Online Version) introduces a new app version for Dynamics 365 services and makes obtaining these and Office 365 apps quickly and simply.
If you’re a Dynamics 365 (Online Version) user using an Office 365 subscription, you are just two clicks away from obtaining the household of internet apps that are available for you, like Word and Excel Online.
These apps come with navigation. By way of example, from the Customer Service app sitemap, you will simply see service things.
Furthermore, there’ll be a Dynamics 365 — spiritual program that unites functionality for many functions as before.
The apps you see will be based on your company’s licensing options and your safety function.
The secretary or customizer may even design custom business apps to make a work experience tailored only into the activities You Have to do
10. Improvements in UI design
UX is likely to be simpler and better with these small differences. The newest Dynamics 365 Client Engagement modules now have text wrap, a clipboard architecture to guide the users’ eyes, and color customization to sub-grid headers.
There’s also a unified interface for add-ins or even plug-ins to ease movement from one section to another. These fresh visual elements will make it easier to look, see, read and input data.
11. Web Portal Integrations
New SharePoint integration to web portals will enable document libraries to be shared with all customers inside the Portal UI with controls to handle file and uploads deletion permissions.
Personalized views of dashboards and reports will soon be presentable through the portal UI – even if portal users do not have an Electricity BI account.
12. Optimization Advisor
Incorrectly configuring a module can adversely affect system performance and business operations.
Optimization Advisor suggests best practices for module configuration and identifies business data which is incorrect or obsolete.
Optimization Advisor occasionally runs a couple of best practice rules. When a violation is detected, an optimization opportunity is generated and appears at the Optimization Advisor workspace.
An individual can take corrective actions directly from the Optimization Advisor workspace.