New Microsoft Dynamics 365 Features and Benefits

"New Dynamics 365 features include AI integration, with AI agents for customer service and AI assistants for internal purposes and to automate business processes. Previously, Dynamics 365 customers had to plug in third-party vendor products to receive chatbot or AI assistant technology. . .

Nadella also brought together the LinkedIn (a Microsoft company) data graph with Microsoft's data graph, enabling customers to see LinkedIn details on prospects, partners and customers directly within Microsoft applications. That, combined with the new Dynamics 365 features, is bringing more intelligence to Microsoft's business application space.

"When you create such a rich data asset, what you enable is AI-first workloads," Nadella said, highlighting the intelligent advantages of bringing together Microsoft and LinkedIn data. "It's a very rich data set [with which] you can create additional value within your organization."

New Dynamics 365 features take center stage during Ignite keynote 2017 09 27

https://www.microsoft.com/en-us/dynamics365/relationship-sales-solution

LinkedIn Sales Navigator taps into the power of LinkedIn's 500M+ member network to help Sales professionals find and build relationships with prospects and customers through social selling. On average, social selling leaders see:

45% more opportunities created
51% more likely to achieve quota
80% more productive
3X more likely to go to club

https://business.linkedin.com/sales-solutions/cx/16/01/request-demo-sem

https://business.linkedin.com/sales-solutions/cx/16/01/request-demo-sem/3qa

Presentation from Microsoft Inspire 2017: "Microsoft Relationship Sales - combining LinkedIn Sales Navigator and Dynamics 365 for Sales" - 1 hr video re MRSS Microsoft Relationship Selling Solution

What's new in Dynamics 365 -

View the release notes. We've captured all the details, end to end, top to bottom, which you can use for planning.

The Dynamics 365 cloud applications follow different release schedules. This page points you to topics and sites that can help you learn about the new features in the latest versions.

Customer Engagement

The apps that make up the customer relationship management (CRM) portion of Dynamics 365 are referred to as “Customer Engagement” and include Sales, Customer Service, Marketing, Field Service, Project Service Automation, and their related services.

The following topics provide shared What's new content for these applications, as well as feature-specific information on the roadmap.

Business Central

The What's new content for Business Central is provided through the Dynamics 365 release notes. For more information, see What's New in Dynamics 365 Business Central.

You can also watch the Business Central blog for announcements of new capabilities.

Finance and Operations

The What's new content for Finance and Operations is available in the roadmap, but is also provided as a single topic per release.

Retail

The Retail What's new content is provided through the Release notes.

 

Talent

The Talent What's new content is provided through the Release notes.

 

Here's more detail on Dynamics 365 for Sales: enables sales people to build strong relationships with their customers, take actions based on insights, and close sales faster. Use Dynamics 365 for Sales to keep track of your accounts and contacts, nurture your sales from lead to order, create sales collateral, create marketing lists and campaigns, and even follow service cases associated with specific accounts or opportunities. The following image shows the menu for the Sales app.

Menu of the Sales app

Dynamics 365 - Sales Help & Training

Get started

  • Dynamics 365 for Sales Overview
  • Learn the basics
  • Use Sales Hub on Dynamics 365 for phones and tablets
  • Embedded intelligence Overview
  • Sales insights add-on overview
    		•

    Administer the system

  • Set up the product catalog
  • Define Sales settings
  • Define Goals settings
  • Create goals to track progress
  • Administer Embedded intelligence
  • Administer Sales insights add-on
    		•

    Increase sales

  • Nurture sales from lead to cash
  • Create or edit a lead
  • Convert a lead to an opportunity
  • Create or edit an opportunity
  • Create or edit a quote
  • Create or edit an order
  • Create or edit an invoice
    		•

    Analyze customer-interaction data

  • Use relationship assistant to guide customer communications
  • View message interactions with email engagement
  • Display related emails with auto capture
  • View customer activity history
    		•

    Troubleshooting

  • Troubleshooting guide for administrators
  • Troubleshooting guide for sales people
    		•

    GDPR

  • Dynamics 365 for Sales & GDPR
  • GDPR for Sales insights add-on
  • Opt out of relationship analytics (GDPR)
  • View and export KPI data (GDPR)
  • Retrieve insights data using msdyn_RetrieveTypeValuesFromDCI action
    		•

    In-app marketing

  • Create a marketing list
  • Create a quick campaign
  • Add assets to a campaign
  • Create or edit a campaign
  • Add an activity to a campaign
  • Track a marketing campaign response
    		•
     
     

    Microsoft Dynamics 365 - Social Selling Assistant

    Empower your sales people to sell more by leveraging social media.

    Microsoft Dynamics 365 for Sales - Social Selling Assistant empowers sales people/teams to sell more by leveraging social media through personalized and actionable smart recommendations.

    As a salesperson, Social Selling Assistant helps you:

    • Gain Trust: Share knowledge and participate in social conversations to be a thought leader.
    • Grow Network: Find and connect to new companies and people to develop your contacts and generate new leads.
    • Get Connected: Keep track of all your stakeholders to stay on top of the latest developments.
    Learn more
    Additional information for Social Selling Assistant

    Here are the list of available Dynamics 365 services:
     

    Dynamics 365 Ent Edition Cust Eng Plan - Tier 1 
    Dynamics 365 Ent Edition Cust Eng Plan - Tier 2 
    Dynamics 365 for Operations Activity, Enterprise Edition 
    Dynamics 365 Ent Edition Plan 
    Dynamics 365 Enterprise Edition - Additional Database Storage 
    Dynamics 365 Enterprise Edition - Additional Non-Production Instance 
    Dynamics 365 Enterprise Edition - Additional Production Instance 
    Dynamics 365 for Customer Service, Enterprise Edition 
    Dynamics 365 for Customer Service, Enterprise Edition Device 
    Dynamics 365 for Field Service, Enterprise Edition 
    Dynamics 365 for Field Service, Enterprise Edition Device 
    Dynamics 365 for Finance and Operations Business Edition 
    Dynamics 365 for Unf Ops Plan, Ent Edition 
    Dynamics 365 for Operations, Enterprise Edition Device 
    Dynamics 365 for Project Service Automation, Enterprise Edition 
    Dynamics 365 for Retail, Enterprise Edition 
    Dynamics 365 for Sales, Enterprise Edition 
    Dynamics 365 for Sales, Enterprise Edition Device 
    Dynamics 365 for Talent, Enterprise Edition 
    Dynamics 365 for Team Members, Enterprise Edition 
    Dynamics 365 for Sales Professional From CRM Basic (Qualified Offer) 
    Dynamics 365 for Sales Professional From CRMOL Basic (Qualified Offer) 
    Dynamics 365 Business Central Essential 
    Dynamics 365 Business Central Essential from DPL or Bus Ed (Qualified Offer) 
    Dynamics 365 Business Central Premium 
    Dynamics 365 Business Central Premium from DPL or Bus Ed (Qualified Offer) 
    Dynamics 365 Business Central Team Member 
    Dynamics 365 Business Central Team Member from DPL or Bus Ed (Qualified Offer) 
    Dynamics 365 for Marketing 
    Dynamics 365 for Marketing Addnl Contacts 
    Dynamics 365 for Marketing Attach 
    Dynamics 365 for Sales Professional 
    Microsoft PowerApps P1 
    Dynamics 365 CRM Onboarding – Standard 
    Dynamics 365 CRM Onboarding – Premium 
    Dynamics 365 CRM Advanced Support 
    Business Central Advanced Support - Initial package 
    Business Central Advanced Support - Each Full License Added 
    Business Central Advanced Support - Each Team License Added 
    Business Central Professional Services per hour 

    Contact us for more information . . .

    03/05/2024