We explore the latest features released within Microsoft Dynamics 365 that will be made available to the UK Enterprise and SME market.

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Dynamics 365 light and full user information

Dynamics 365 licensing is predominately user-based. There are two categories of users, Full users and Light users (Team Members)

  • Dynamics 365 Full users users leverage the majority of functionality – sales representatives, customer service agent, HR manager, Business Analysts, Marketing or Finance manager, perfectly suited to users that use several business applications every day.
  • Dynamics 365 Light users (Team Members) is applicable to most of the people within a company. These users look up customer information, consume knowledge, run reports and complete light tasks like time logs and expenses and perhaps create accounts or contacts.


Microsoft Dynamics 365 product evolution

Microsoft Dynamics 365 Relationship Insights feature

Relationship Insights leverages the data-integration and artificial-intelligence capabilities built into Azure to combine and analyse your Dynamics 365 and Microsoft Outlook data. It uses the insights derived from this analysis to surface features that help guide your daily work, find critical opportunities, manage email communications, identify actionable email messages, and propose the best path forward. Dynamics 365 Relationship Insights help you better understand your business relationships, evaluate your activities in relation to previous successes, and choose the best path forward.

Relationship Insights includes relationship assistant, email engagement and auto capture features, which all work together to amplify their individual strengths:

Relationship assistant

The assistant keeps an eye on your daily actions and communications, and generates a collection of “action cards “that are displayed prominently throughout the application to provide tailored, actionable insights. The assistant reminds you of upcoming activities; it evaluates your communications and suggests when it might be time to reach out to a contact that’s been inactive for a while; it identifies email messages that may be waiting for a reply from you; it alerts you when an opportunity is nearing its close date; and much more.

Email engagement

  • See when recipients opened your email, clicked a link, opened an attachment, or sent a reply.
  • Receive an alert immediately, the first time a recipient opens your message.
  • Schedule the most effective email delivery time, and receive advice for the best time based on the recipient’s time zone.
  • Choose the most effective email message template, with recommendations based on your organisation’s previous email interaction history.
  • Set an alert to remind you when it’s time to follow up an email.
  • Review the full interaction history of a single email and review KPIs.

Auto capture

Auto capture enables Dynamics 365 to access your email in Microsoft Exchange to find and display messages that are related to your work in Dynamics 365. This makes it easy to see your relevant email messages together with all of the other activities that are related to a given record in Dynamics 365. Each message remains private and visible only to you unless you choose to convert it to a tracked email, which you can do with just one click to make that email visible to the rest of your team in Dynamics 365.

Please note: The Relationship Insights feature can be utilised providing there is integration enabled between Office 365 and Dynamics 365.  This feature is currently available only in the US. However, Relationship Insight is expected to launch in the UK during January 2017.

Interaction between Dynamics 365 & Office 365

Infinity Group - Dynamics 365 Relationship Insight

Why use Microsoft Dynamics 365?

We look forward to discussing your Microsoft Dynamics 365 requirements in more detail. Call or email us