Dynamics-365 CRM 2017 1

With the New Year comes a new start for most; New Year’s resolutions like eating less, more exercise or even “eat more bacon”, as one twitter user published this year.

So what is CRM’s New Year’s resolutions? We’ve put together a piece on what you may currently be missing out on and what exciting things are coming later this year.

Each new release provides Dynamics users with some exciting new functionality, increased usability and an upgrade of the overall look and feel of the software, to name a few.

The most recent building block to be added to the tower that is Dynamics was unveiled in the UK on the 1st of November 2016 and with the new app plans, tiles and functionality, there’s a lot to digest.

Project Service

With the recently released Project Service app, users can manage every aspect of sales and delivery, engaging with customers and helping both your own and your clients’ businesses deliver professional service projects, both within budget and on time!

[embedyt] https://www.youtube.com/watch?v=veDWwOptHz4[/embedyt]

Field Service

We now also have the Field Service tool, enhanced by the mobile app, that assists businesses in managing their ‘on the road’ staff. With built in GPS and resource scheduler, there’s a lot to be excited about.

[embedyt] https://www.youtube.com/watch?v=egzJVmM3Z04[/embedyt]

Complimentary Tools (Power BI & Social Engagements)

While the Project and Field Service apps are additional, optional tools for Dynamics users. The Dynamics 365 package offers 2 complimentary tools to aid business intelligence and reporting.

Power BI is like reporting on steroids. It offers real-time insight into your company’s performance by reporting on and encouraging the manipulation of your CRM data. Power BI also uses Cortana technology (Siri for i-Phoners) to build reports as you type.

[embedyt] https://www.youtube.com/watch?v=Qgam9M8I0xA[/embedyt]


The final piece of the Dynamics 365 puzzle is another complimentary tool – Social Engagements. With some basic initial configuration, Social Engagements will listen to the social media world through Twitter, Facebook and LinkedIn and provide you real-time insights on sentiment, location and conversations relating to your products and/or popular topics.

[embedyt] https://www.youtube.com/watch?v=04CVnYkXefU[/embedyt]

All of these applications are readily available to Dynamics 365 subscribers. They are shiny new tiles sitting in your Office365 portal ready to be utilised. Cloud9 would be happy to help you plan and implement these tools to enhance your Dynamics experience.


That’s all great, but what’s new for 2017??

In addition to all of this, Microsoft are always working on new tools to add to the Dynamics suite. So what’s upcoming for 2017?

First up, (and in no particular order ([X Factor fans beware!])

The bulk data loader for Dynamics 365.

The feature does what it says on the tin. It will support bulk imports and exports, as well as handling particularly large files that require to be stored in the cloud for data functions and then accessed in Dynamics. This feature will no doubt assist with complex data migrations and day to day imports by bypassing third parties and reducing the need to write custom code.

And finally, you can’t talk about any Microsoft product without bringing up Cortana, she too is stepping up her game in 2017. Cortana’s integration with Dynamics 365 will grow by collaborating with sales activities, accounts, and opportunities and displaying into the Cortana surface. In the update which is currently in the public preview phase, we can expect to see; sales digest, account overview, deal overview, meeting preparation fully integrated.

We can also expect to see the likes of:

  • A Mobile warehouse app with simplified response user interface for mobile use.
  • A sales order mobile app where users can view status, customer contact info, shipping transactions etc.
  • A new visual scheduling application.
  • Even further upgrades to the wonderful Power BI.

There are many more exciting things on the horizon and you can view the roadmap here: https://roadmap.dynamics.com


For more information on any of the above tools, please don’t hesitate to call a member of the team on 01273 921 510 or email training@cloud9insight.com