What’s New In Microsoft Dynamics 365
Microsoft dynamics 365 is a cloud-based Intelligent business application. It is a software as a service (SaaS) application that combines the CRM and ERP of previous versions of Microsoft Dynamics with additional features. Dynamics 365 was built to accelerate the digital transformation for organizations that are ready to take the next step in business intelligence and automation.
It is fully integrated. Dynamics 365 finally connects ERP and CRM with one another. Later, companies usually had separate ERP and CRM systems. Dynamics 365 combines ERP and CRM into one cloud service with multiple apps to manage all your core business functions, including Sales, Customer Service, Finance, Field Service, Operations, Marketing and Project Service Automation.
After Releasing Dynamics 365 in 2016, Microsoft is continuedly offering significant upgrades and adding new features in Dynamics 365, let’s take a look at some new or changed features in Microsoft Dynamics 365.
Dynamics 365 for Outlook
Dynamics 365 also enables greater connection and integration with Microsoft Outlook. Although the Dynamics App for Outlook was first released in 2015, it received substantial improvements in the new Dynamics 365 release. The new app remains on the right side of the user’s screen and can display recipient lists, related records, new records and can also embed any templates or attachments users can also view information about email, contact, company or appointment recipient. Users will be able to work more efficiently, integrating CRM within their email applications.
Integration with Excel
Microsoft provides a seamless interrogation of Dynamics 365 with excel. Microsoft has now enhanced this feature to be more user-friendly. Users can now use the ‘Open in Excel’ function anywhere in the screen. This will create the excel template together with the add-in. This template helps the user to edit, insert, and possibly delete the records within excel.
Microsoft Dynamics 365 supports integration with Microsoft PowerApps. PowerApps is a service for Technical and non-technical users to build their custom business apps for multiple device i.e. mobile devices, tablets, and the web without any coding. These developed by you, your organization, or by the client to augment the product’s Capability. For example, you might build a PowerApps for your simple purchase process to accept or cancel PO and Invoices.
Now when creating an app through PowerApps, choose either Canvas app or a Model-driven app. Both apps can access your data and logic in CDS for Apps. In addition to server-side logic, updated app building capabilities enable apps to be quickly developed including light mobile apps which field-based staff can use to collect data and create new processes that will connect across Dynamics 365 and other Microsoft cloud products.
Business Intelligence (BI) tools have turned out to be essential, as companies are seeking better and better to make informed decisions regarded of their day-to-day operations. And Microsoft’s Power BI leads the pack. The functionality of Power BI in Dynamics 365 has been further enhanced so that you can add “tiles” to dashboards, now you can embed entire dashboards in reports and make them interactive and create real-time visualizations. You can also use these dashboards for your mobile and tablets.
Business Process Flows (BPF):
Business process flows provide a guide for users to get their work done. They offer a great user experience that leads people through the processes that their organization has applied. The Business Process Flows functionality in Dynamics 365 enables companies to take customized actions with user inputs and initiate workflows. This functionality has now exceptional new features: Concurrent BPFs per record, new drag-n-drop designer, timer, suggestion bubbles, ability to call workflows directly, and more.
Updated LinkedIn Sales Navigator Integration
Enhancement to the integration among Dynamics 365 for Sales and LinkedIn Sales Navigator provides more detail about companies and LinkedIn individuals to Dynamics record forms and dashboard including profile images. With LinkedIn Sales Navigator integration, enterprise analysts and system admins can add customizable form controls that supply insights to help salespeople build connections as they work deals. It permits users to get LinkedIn data for Leads, Accounts, and Contacts, as well as quickly view company and profile facts, appointments and messages within Dynamics 365
Custom fields in dynamics 365 for Finance and operation:
With new update of Microsoft Dynamics 365 for Finance and Operation now, Organizations can add custom fields to tailor application to their business requirements, using a no-code extensibility experience. sometimes there is a need for a company to track additional information in the system. To accommodate this need, Finance and Operations permits you to create custom fields to tailor the application to fit your business, provided you have permissions to the feature.
Organization Insights is now available as a free app on the Appstore to help admins and management teams monitor the utilization and overall performance of their Dynamics 365 cloud instance and drive user adoption. This offers a new preview feature for proactive notifications around operational issues to troubleshoot issues that include for failing plugins and workflows.
An implementation of Dynamics 365 will bring a bang of new features and benefits to users. Users currently on Dynamics AX/CRM will experience even greater benefits due to Dynamics 365 close integration of AX and CRM and with other Microsoft products and platforms. From integration with other Microsoft platforms to AI personal assistants, Dynamics 365 gives users an entirely new experience. Included in all this are the security, reliability and updated functionality of Microsoft’s cloud services.
We’re very enthusiastic about the direction and capabilities that Microsoft is updating new features, these are not just features; rather, they are new capabilities that will improve the usability, performance, efficiency, and productivity of your organization.