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Top 7 features of the Microsoft Dynamics 365 October release


Microsoft’s forthcoming October 2020 launch for Dynamics 365 is coming with many different great features. Users of Marketing, Sales, Customer Service and Field Service have a whole lot to be excited about.

Let’s touch on the top seven attributes from the October release:
1. Dynamics 365 Marketing: Running Courses in Teams
In the aftermath of associations’ increased desire to become flexible in working remotely and linking with people on the world wide web, Microsoft business email will be offering training abilities directly in Teams. This attribute will incorporate with Dynamics 365 Marketing and allow users to handle registrations, reporting and communications for webinars.
Top 7 features of the Microsoft Dynamics 365 October release


This attribute will allow you to:
Set a webinar occasion as a Teams live event or even a Teams meeting
Enable occasion check-ins for live meetings and events, allowing more visibility into an online presence
Integrate marketing events right with Teams
Utilization Teams as the webinar supplier
Dynamics 365 Sales: New cellular experience
Often, revenue teams are on the move and lack the time to upgrade CRM tools. With fast-paced work environments, entering sales data can be brushed over. Yet up-to-date sales data and consistent entrances are the keys to driving business operations.
Field sales teams no longer must wait. Using a new mobile program, D365 Sales is quick and simple to use.
The app allows you to:
Access a house display that shows users’ most important information and related records using automatic search suggestions and responsive lists — allowing you to make relevant updates
Add notes with a touch of a button as you walk from a meeting

Instantly update records in seconds while on the move
Search information on clients
Top 7 attributes of the Microsoft business email Dynamics 365 October release Top 7 features of the Microsoft Dynamics 365 October release top 7 features of the Microsoft Dynamics 365 October launch


Dynamics 365 Customer Service: Enhancing agent productivity
Improvements include analytics, KPIs, and additional insights that the customer support agent can view while dealing with cases. In this manner, as they’re alongside a client, they could see key insights associated with that customer and areas of their company to help flow the dialogue and build background into the customer’s present situation.
Agents can engage in multiple sessions concurrently to help drive productivity and enhance the agent’s experience and the customer support they could provide; this idea is similar to opening multiple tabs in a web browser.
4. Dynamics 365 Customer Service: AI-driven proposals
Support capabilities are becoming more powerful as omnichannel provides more avenues for success. Often, support representatives have to sift through many cases and knowledge posts to extract the appropriate information for a customer. In this update, with the help of AI, the system can proactively search for relevant information and also make suggestions for your broker to present to the customer — conserving the agent time spent digging through cases and providing them more time with the client.
Additionally, agents can see previous brokers who have dealt with similar cases and collaborate across agents to find the information they are trying to find.
High-level benefits: decreasing time spent on one call with a client (improving the turnover rate of forecasts ), in addition to adding more depth to the conversation because brokers may use AI to assist suggest related knowledge articles or cases.
5. Dynamics 365 Customer Service: Omnichannel for client service

This last D365 Customer Service update expands the channels where clients can participate with support agents.
Live chat can now be embedded in an individual’s mobile app.
Customer support agents are now able to proactively reach out to their client network to send notifications regarding forthcoming appointments, status on tickets, etc..
Surveys can be submitted to the customer after their involvement with a support agent has been concluded. This helps provide constant improvement levels to the customer care system.
Messages can be translated in real-time allowing customers of special wallpapers to obtain the support they need in their native language. Staffing multiple employees that are multi-lingual may be hard — this enhancement helps with that.
Dynamics 365 Field Service: Insights for Field Service

Improvements to the insights for Field Service will undoubtedly be a favorite added feature for those with Field Service frequently. Managers can uncover more visibility through work order completion surveys, dashboards for key field support metrics, and work order metrics.
The update allows you to:
Configure customer satisfaction surveys and send them out through Types Guru to solicit feedback and ensure work is meeting the customer’s expectations.
Utilize a new dashboard with out-of-the-box field support metrics and measures to ensure support is effective.
See the estimated length of a work sequence and the history of service within its life cycle. Some metrics which are recorded comprise a complete estimated duration, in addition to first arrived on and finished on; those are recorded on each work order.
Dynamics 365 Field Service: Assessing for Field Service
An assortment of attributes introduced for Field Service enables scheduling to turn into a more efficient and less grueling procedure. Service managers will be able to more accurately handle their technicians with tools that may forecast technician travel time, allow for traveling outside of working hours and much more.
Characteristics include:
A source scheduling optimizer which allows automatic monitoring and reduces manual scheduling to free up dispatcher time to get higher-value pursuits.
A tool that provides a forecast for the whole period of a given job. This AI-powered model may be used to discover tech’s strengths and learn from historic booking completion times.
A feature that automatically matches a tech using the least common denominator of abilities when there’s a greater power than demand.
A better user experience that makes it a lot easier to deal with the requirements calendar.

Let Wipfli operate with your staff to analyze just how Microsoft business email October 2020 release impacts your D365 atmosphere. We can also help you plan your transition and prepare your own team. Contact us to begin, or continue reading on:
Field Service inspections for D365 — that the wait is over
D365 user adoption Hints and tricks
Prepare dynamic budgets and fiscal analyses with Microsoft business email Dynamics 365