Listen to our latest Dynamics 365 update in full
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ReportThere is so much happening with Dynamics CRM and Dynamics 365 that for the second time in a month, we ran a new update seminar with Microsoft UK’s Bruce Nicholson. Over 100 of 365 Talent Portal’s CRM consultant members joined Bruce – thanks to you all and especially Bruce – to look at a huge amount of new information given. You can link to a recording of the entire session and view it at your leisure by clicking on the visual below.
We’ve also split it into bite-sized short clips on the various subjects we covered on our new YouTube channel – have a look at it here. If you’d like us to keep you informed of future updates, please register at 365 Talent Portal – it’s completely free and you can keep your profile hidden if you prefer.
This is what we the full session encompassed; many of these are also now a standalone bite-sized clip on our new YouTube channel.
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Content
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1
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Fall 2016 release update – what’s new in Sales
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Relationship Insights – combine Dynamics 365 with Office 365 and Outlook to identify contact trends – eg ‘these people react best to marketing emails at 9am on Monday, these guys at 5pm on Tuesday’ etc
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Partner Hub – shared portal for publishing/sharing info with individual customers
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Unified Business Processes – a much more visual way of building end-to-end business best practice
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Gamification – across service, sales and a nice way to help user adoption (when used thoughtfully)
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2
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Fall 2016 release update – what’s new in Customer Service
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Much improved analytics and customer insights embedded in CRM, Dynamics 365 and the broader Azure ecosystem
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Business Process configuration wizard –
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Learning path and gamification – help staff find what they need, quickly, and encourage best practice behaviour by gaming rewards
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3
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Fall 2016 release update – what’s new in Field Service
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The Field One product acquisition is now fully integrated and easy to set trials up
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Connected Field Service – leveraging IoT sensors to further improve service efficiency
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Some good Connected Field Service case studies
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Resource Scheduling Optimization – great additional tool to manage expensive resources including people
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Scheduling Unification – a Resource is now across all project and service functions, where previously there had been different types of resource in different areas.
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Customer Communications – using things like Glympse www.glympse.com/ where customers can see where the scheduled technician is and what time he will arrive
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Empowered Maps – enable staff like service engineers to easily see turn-by-turn routes, plus helping you identify which nearby resources with the right skills are able to get to the customer before a critical time limit is passed
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4
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Fall 2016 release update – what’s new in Project Service Automation
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Microsoft Project client integration with Project Service Automation. Bidirectional, so you can create your high level project work breakdown structure in Dynamics 365 the export it into Project and start using it, or have a PM create the detail plan in Project, and import it into Dynamics 365.
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Scheduling Unification – a Resource is now across all project and service functions, where previously there had been different types of resource in different areas.
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Exchange Booking Integration
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Unified Contracts and Billing with Field Service – forecasting actuals for reconciliation with the finance parts of Dynamics 365. You can now take leads right through to cash all within Dynamics 365.
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Collaborative Portals – give shared insight to partners, customers, third party advisors etc
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5
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Fall 2016 release update – what’s new in App Extensibility
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Visual Process Designer – leading the way in interactive design, splitting out decisions, hiding fields, workflows, areas that used to take lots of java script, etc.
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Editable Grids – at last after 9 years :). Now on web and mobile at same time.
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Scheduling Unification – a Resource is now across all project and service functions, where previously there had been different types of resource in different areas.
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Data Warehouse, Backup and Restore – much more access to SQL where it counts via the Data Export Service which is available via AppSource. This enables you to choose which data sources you want to export and creates a separate data source in Azure for use in external purposes like Data Warehouses etc.
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6
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Fall 2016 release update – what’s new in Operations
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Country Specific capabilities
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PowerBI Content Pack
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Cost Accounting
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US Payroll
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Product Recommendation – Azure solution
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Advanced in-store Warehouse support
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Retail Scale Unit
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IoS and Android support
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Embedded PowerBI: NOTE we will be providing a focussed seminar on this subject in the near future
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Easy to Design Mobile Experiences
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Data Migration for AX2009
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7
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Fall 2016 release update – what’s new in Cloud Servicing
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Key Vault – better encryption and management of the encryption keys
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Automated Disaster Recovery
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Monitoring
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Data Center Support – including special provisions for the Canadian Market
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8
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PowerApps, Flow etc to Build Your Own…..
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Flow is the answer. What is the question?
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Connectors to external sources – Google, Twitter, Sendgrid, and may others via almost codeless connection
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Business Application Platform – building modern solutions, fast
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9
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Dynamics 365 Adaptability
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Common Data Service, PowerApps, Microsoft Flow
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10
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Dynamics 365 Key investment areas 2017
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User Experience
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Customer Insights
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Linked In integration (leveraging the $26bn investment that Microsoft made :))
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Dynamics 365 Business Edition that can be provided at scale
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Extensible and Scalable application platform
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Please have a look at the session for more – hope it’s all useful information!
At 365 Talent Portal we run web and face to face briefings about Microsoft Dynamics on a regular basis. If you have an idea for a particular subject you would like us to cover, please let us know via email here.
About us: 365 Talent Portal is the online platform that enables thousands of Microsoft Dynamics consultants to improve their technical, consulting, and soft skills, as well as advertise their profiles whenever they choose to look for work. This profile gives Microsoft Dynamics partners and end-users instant, direct access to the consultants if they want to be contacted. With a network spanning 118 countries, 365 Talent Portal allows companies to search for consultants based on their detailed skills, rates and available dates, to find the best consultants for their projects. Companies can find and employ them on a very low cost model on either a freelance or permanent basis, without incurring the hefty fees typical of recruitment agencies. To find and hire excellent Dynamics resource, please go to 365talentportal.com.
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