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Overview of Dynamics 365 for Sales April '19 release

Customer engagement is about more than touchpoints. For sales organization to be successful, it requires creating meaningful connections, building relationships, and nurturing the relationships to establish trust. To build these relationships, sales professionals need robust and up-to-the-moment customer insights as well as the ability to collaborate effectively to deliver customer commitments.

Dynamics 365 for Sales and Microsoft Relationship enable sales reps to build deeper customer connections at scale using the power of Dynamics 365, LinkedIn, and Office 365. Sales professionals receive recommended content in addition to activities and notes through the sales playbook when working on an opportunity, helping to ensure they are using the right content for the right context.

The configure-price-quote capability enables sales professionals to efficiently put together the right product solution and quote the solution to customers. The ability to do simple forecasting will help in situations where external checks and adjustments need to be accounted for. 

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Top 5 features in Microsoft Dynamics CRM 2015

The Microsoft Dynamics CRM 2015 release has many new and improved features, which presents great improvements in how we can utilize the platform better. The updates will enable marketers to plan and execute marketing campaigns better, track impact, and strengthen collaborations with the sales process.

Customers today have higher expectations from businesses and to meet these needs, it’s mandatory to collaborate and bring in solutions which will help to reduce the gap between divisions which work towards customer satisfaction.

Microsoft Dynamics CRM 2015 is set to release in Q4 2014 (December). And as we studied the new release, we realized there are a few features which will bring about a change, in the good sense, for all users.

Product Families

  • Suggestions: Cross – selling or up- selling requires related product linkages, or formation of product families. Opportunity and customer records can help sales professionals bring in better conversion/customer when products are correctly categorized
  • Bundling: Products can be bundled and offered as packages, for discounts and offers
  • Regional pricelist: Products can be bundled and offered as packages, based on regional requirements and assessments
  • Product properties: Increased number of parameters for a product. Though these can be achieved through customizations in Dynamics CRM 2013, product properties will give more flexibility in various in-house processes
  • Import/Export products: Configuration migration tool, introduced in Dynamics CRM 2013 has been improved to support product migrations in Dynamics CRM 2015

Guided Sales Process

  • Further improves the business processes introduced in Dynamics CRM 2013 to enable organization implement complex business processes
  • Conditional branching has brought about more specificity to business processes
  • As compared to the wizard in Dynamics CRM 2013, Dynamics CRM 2015 offers custom programming options bringing in the possibility of implementing complex business logics

Mobile Enhancements

  • Offline draft capabilities on mobile devices which are synced when the user is back online
  • All dashboards are available on tablets

Case Management

  • Different Service Level Agreements (SLAs) to bring in flexible support and service requirements
  • Pause and Resume SLAs to track time efficiently through system settings
  • Track and analyze each key metrics and individual SLA

Search

  • With the new release, search within Dynamics CRM 2015 will be simpler and will allow for the usage of asterisks as wildcard characters
  • Search is customizable and configurable. The search can be across multiple record types.
  • Search can be configured on specific fields of preferred entities, improving search performance

One of the smaller (for now), enhancement which has been brought in, is Cortana on Windows Phone 8.1 devices, using which, users will be able to talk to the customer relationship management suite. Setting up meetings/reminders, searching contacts, accounts or activities, creating new records, etc. will be a breeze using Cortana.