Dynamics 365 CRM Features Fall Release

Yesterday we went over what features we can look forward to seeing this October in Dynamics 365 for Finance and Operations, the ERP side of D365. Today, let’s look at what we can expect from the applications that make up the CRM side. Again, unless otherwise noted, these features will be released with general availability in October of this year.

Dynamics 365 for Marketing

  • Account-based marketing
  • Reusable content blocks
  • Social listening for your campaigns
  • Marketing calendar for planning
  • Deep LinkedIn integration
  • Richer segmentation experience
  • Custom analytics
  • Additional languages and geographies
  • Video content using Microsoft Stream (Public Preview)
  • Social Insights in Dynamics 365 for Marketing

Dynamics 365 for Sales

  • Playbooks
  • LinkedIn insights
  • Microsoft Teams integration (Public Preview)
  • Who knows whom (Public Preview)
  • Talking points (Public Preview)
  • Quick Actions (Public Preview)
  • Predictive Lead Scoring (Public Preview)
  • Relationship analytics with LinkedIn InMail (Public Preview)
  • Dynamics 365 AI for Sales app (Public Preview)
  • Microsoft call intelligence (Public Preview)

Dynamics 365 for Customer Service

  • Service scheduling powered by Universal Resource Scheduling
  • Customer Service admin settings
  • Suggest similar cases (December 2018)
  • Knowledge article recommendation (December 2018)
  • Relevance search for knowledge management
  • Customer Service health in One Admin Center (Public Preview) (December 2018)

Dynamics 365 for Field Service

(Target release month for these features is November 2018)

Overall

  • Integration with Finance and Operations
  • Entitlement management
  • Multi-resource scheduling (for work orders)
  • SLA management

Mobile

  • Integration with Microsoft Bot Framework
  • Background location sharing (Public Preview)
  • Push notifications (Public Preview)

Universal Resource Scheduling (URS)

  • Define groups of requirements with conditional logic
  • Multi-resource scheduling
  • Schedule predefined resource crews
  • Resource pools
  • Facility scheduling
  • Fulfillment preferences
  • Capacity scheduling
  • Schedule board split view
  • Extensible resource availability (Public Preview)
  • In-form scheduling (Public Preview)
  • PowerApps sample app (Public Preview)
  • Self-service scheduling APIs (Public Preview)
  • Resource Utilization View (Public Preview)
  • URS customer-driven product enhancements (Public Preview)

Connected Field Service (IoT)

  • Enhanced IoT Central integration

Resource Scheduling Optimization

  • Enable More Objectives
  • Single Resource Optimization
  • What-if analysis statistics

Dynamics 365 for Project Service

(Target release month for these features is November 2018)

  • Adjustments to approved time, expense, and journal lines
  • Unit-aware expense category pricing for setup, estimation, and actuals
  • Use transaction filters to review invoicing backlog when creating invoices
  • Date effectivity validation on price lists
  • Resourcing unit currency on role price lines for cost
  • Support for multiple time units on a single price list
  • Ability to make copies of price list by adding a markup percentage
  • Resolution of multi-currency cost price list on projects

 

Want to know more about any of the features listed above? Check out the Business Applications Fall Release Notes from Microsoft (PDF download) or contact us today!

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