12 Facts About Microsoft Dynamics 365.

With the upcoming release of Wave 2, a major update to Dynamics 365, we thought we’d cover 12 key facts about the platform…

Fact 1:

The Unified Interface (UI) uses responsive web design for optimal viewing and interaction, regardless of type of device, size or orientation. As a result, users get a seamless experience across Desktop, Mobile and Outlook.

Fact 2:

Dynamics 365 offers simple, transparent cloud licensing so you only pay for what each user needs, per month.

Fact 3:

Dynamics 365 can be customised around your business needs and requirements. CRM is not a one-size-fits-all approach, so having a tailored solution means the software fits in with organisations and their processes.

Fact 4:

The relationship assistant within Dynamics 365 keeps an eye on your daily actions and communications and generates a collection of action cards that are displayed throughout the application to provide tailored, actionable insights.

Dynamics 365 Relationship Assistant

Fact 5:

Each year, Microsoft schedule two major releases (the latest of which will roll out in October 2019), alongside weekly updates that continually improve and extend the capabilities of D365; resulting in the platform constantly being improved and developed.

Fact 6:

As part of the Wave 2 Release, Dynamics 365 for Sales users will soon be able to scan business cards via mobile or web, then the relevant fields will be automatically populated within Dynamics.

Fact 7:

Dynamics 365 for Sales integrates with LinkedIn Sales Navigator, meaning your team can easily find and connect with the right people and drive more personalised engagement, whilst working within Dynamics.

LinkedIn Sales Navigator integration with Dynamics 365

Fact 8:

D365 integrates tightly with Office 365, providing a more familiar and seamless experience for users; Some of the most commonly used applications include Outlook, Skype, SharePoint, OneDrive, Teams and Yammer. As a result, teams are more productive and work together more effectively.

Fact 9:

Dynamics 365 offers extensive reporting capabilities. The Report Wizard is available within the Customer Engagement apps and allows users to easily create reports within a few steps. Alternatively, custom reports can be created within the system or Power BI, Microsoft’s Business Intelligence platform, allowing users to analyse, visualise and drill down into data.

Power BI dashboard

Fact 10:

Advanced security and administrative features within Dynamics 365 mean businesses can relax knowing their data is safe. A common data set with attributed levels of access depending on role and job function can also be utilised.

Fact 11:

D365 works online or offline, across any device, anywhere. This ensures that your employees can access the knowledge they need, when they need it, and respond faster to customers whilst they’re on the move.

Fact 12:

Customer Insights connects transactional, observational, and behavioral data from various sources to create a 360-degree view of the customer in one, single dashboard. Businesses save time as a result as they are not switching between different applications to gather data and can see all data relating to their customers in one place.

If you would like more information about Microsoft Dynamics 365 or would like to understand how it could work for your business, please call 01908 038110 or email [email protected]