Feature #1: New modern search
One of the biggest changes is that the advanced search as we know it will be replaced by a new, modern search with several features. Indeed, it will now be possible to filter data through multiple entities, modify columns, save the view as a personal view, and share it with other users.
Feature #2: Mask system views
It will also be possible to mask system views to remove unused views from the list. This will keep things tidy and make it easier for users to browse through their views to find the one they’re looking for.
Feature #3: Send in-app notifications
This new feature lets users create custom notifications and reminders that will be displayed in the CRM when desired. The sender has control of the action or actions that will trigger the notification and who the recipient will be.
Feature #4: Create and join Teams meetings from in-app appointments
When creating an appointment in the CRM, users will also be able to create and add a Teams meeting directly from the appointment instead of having to go through Outlook to do so. It will also be possible to join Teams meetings directly from the CRM activity.
Feature #5: Infinite scrolling
There’s currently a limited number of records displayed on every page within a view, requiring users to click to navigate to the next page. With infinite scrolling, users can simply continue scrolling to get to the record they wish.
Microsoft continuously strives to improve its products and make them more efficient and user-friendly, and these are only five new features among hundreds of planned improvements. For the complete list of enhancements and features coming to Dynamics 365 modules, read the
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