Multi-table lookups. Multi – table lookups have long been high on the request list to allow developers to facilitate more complex relationships for customers. Well its now in the road map! Available from September 2021.
Improvements to Audit capabilities. Administrators will now be able to set a retention period for audit data. Once expired, the data will be removed from automatically. Available from September 2021.
Conversation Intelligence. Teams customer calls or online meetings can be transcribed and assigned to a Dynamics 365 record, with AI giving sellers access to insights, sentiment, and follow-up actions.
Automation and adaptive sequences. Ability to suggest or automate the next best actions for the salesperson. Sequence Listener allows engagement with emails to be tracked giving analytics for emails opened, links clicked, attachments opened and sentiment, all vital tools for salespeople to understand customer engagement. Additionally, phone or meeting conversations can track keywords, sentiment, competitors mentioned.
Create custom pages. This functionality will allow developers to replace standard forms with custom pages giving a more web-like experience and allow a “forms first” approach rather than data first.
Canvas apps created in Teams can be shared with users throughout the organisations, not just those in the team where the app was created.
The public preview of Goals in Power BI is now available. Goals allow organisations to measure the key business metrics that matter the most. Once set, performance can then measure at a user, team or organisation level as required .
In this blog we outline our favourite upcoming features from the 2021 Wave 2 release of Dynamics 365 and the Power Platform. Microsoft run two
The benefits of combining Microsoft 365 with Dynamics 365 Back in 2016, Microsoft proudly announced that there were 1.2 billion Office 365 users worldwide1. Since