Microsoft has published the release notes for the October 2018 update to Dynamics 365. There are 90+ new capabilities being added to the platform, lot's to look forward to. In this post we highlight the new functionality being released to the Marketing, Sales and Service areas of Dynamics 365. To review the full release notes, download the release notes document -
Dynamics 365 for Marketing
Account Based Marketing - Allows you to target high-value accounts as a segment and create personalized content and measure the engagement as the campaign is executed.
Social Listening for Campaigns - Add relevant social tags to journeys, events, and other entities enabling you to view responses to campaigns. A social tab will be added to each journey and event. A new dashboard for social insights will also be available.
Marketing Calendar - A mobile-friendly responsive marketing calendar that allows marketers to track marketing activities and events.
Deep LinkedIn Integration - Run journeys and specify targeting on LinkedIn, leverage interactions for scoring and segmentation
Video Content using Microsoft Stream - Add rich video content to marketing communications
Dynamics 365 for Sales
Playbooks - A new capability to automate sales actions.
Microsoft Teams Integration - Enhanced integration with Teams allows connection of a Teams channel to any Dynamics 365 record.
Who knows whom connection graph - This new feature enables sellers to identify colleagues within their organization who can introduce them to leads or contacts
Predictive Lead Scoring - A machine learning model that scores leads on a scale of 1-100 based on likelihood to become an opportunity
AI for Sales App - The new AI for sales app provides useful insights from sales data in Dynamics 365. The app will help sales managers evaluate and improve the performance of their teams. Examples include currn measurement, pipeline and relationship health scores.
Dynamics 365 for Service
Service Scheduling powered by Universal Resource Scheduling - This is a new service scheduling solution built on the Universal Resource Scheduling tool.
Similar Case Suggestions - Utilizing Microsoft Text Analytics API's the system will suggest similar cases to enable faster resolution
Knowledge Article Recommendations - Also using Microsoft Text Analytics API's knowledge articles will be recommended to help resolve cases
Omni-channel Engagement Hub - A new cloud-based service that enables customers to instantly connect and engage via live chat and SMS
Portal Improvements - Several improvements have been made to portals:
- Embed PowerBI visualizations
- Manage SharePoint Documents
- Simplified customization
Microsoft continues to make big investments in the Dynamics 365 platform. We are excited about the new functionality being released in October! To review the full release notes, download the release notes document
If you have any questions or would like to see a demonstration of Dynamics 365 call or email anytime - [email protected] / 844.878.7282
About the Author: David Buggy is a veteran of the CRM industry with 18 years of experience helping businesses transform by leveraging Customer Relationship Management technology. He has over 14 years experience with Microsoft CRM and has helped hundreds of businesses plan, implement and support CRM initiatives. In 2017 he founded Strava Technology Group, a firm that is focused on helping businesses achieve success with Microsoft CRM and Dynamics 365. To reach David connect with him on LinkedIn. To learn more about Strava Technology Group visit www.stravatechgroup.com