Along with new branding, the fall release of CRM for Dynamics 365 brought many updates. Many are available for both Online and On-Premises, some – for now – are Online only. As we kick off our CRM for Dynamics 365 webinar series, here is a list of a few of our favorites.
1.)App Modules – as functional areas spread this new WYSISYG designer allows for creating app modules – essentially sub-sets of the overview organization’s functionality.
2.)Site Map Designer – a complementary feature to the app modules is a built-in Site Map editor to create a site map for each of the app modules. No longer will we have to use a third-party tool or edit the sitemap directly!
3.)Business Process Flow Enhancements – this functionality has great new stuff: Concurrent BPFs per record, new drag-n-drop designer, timer, suggestion bubbles, ability to call workflows directly, and more.
5.)Relationship insights – this feature is online only and takes your customer engagement to the next level. Your assistant will analyze your data and provide suggestions, capture rich signals from Exchange, generate a collection of Action cards, and more
6.)Dynamics 365 App for Outlook – The app was introduced in 2015 and gets significant updates with this release. It persists on the right side of the screen displaying the recipient list, the related records, the ability to create new records, and also embed templates and attachments
7.)Mobility – lots of great stuff here: new workspace, colors and layout, editable grids, track content directly, and task flows are now GA.
8.)Relevance Search – formally a preview feature now has faceting filtering and full inline results.
9.)Interactive Service Hub Enhancements – A few minor but nice enhancements including the ability to email a link and searching.
10.)Learning Path – The learning capability will now include authoring content to walk a user through your learning videos, how-to, and other documentation.
Bonus feature (we just couldn’t leave this one out!) Power BI Integration – With CRM 2016 update 1 we could natively embed Power BI tiles. With Dynamics 365 we can now embed entire dashboards. Leveraging the new Web API we can access more information than ever for our analytics.
Additionally, there are updates to Portals, Project Service, and Field Service – which we we cover in our upcoming webinar series – starting today!
There are other enhancements we are watching for such as the Event Management – more to come on that!