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Microsoft Dynamics 365/CRM July 2017 Update

June 22, 2017 by in About Microsoft Dynamics 365, Dynamics 365 Technical, Microsoft Dynamics 365 Technical, Microsoft Dynamics CRM - Overview, Microsoft Dynamics CRM Technical

There is an update forthcoming to the Dynamics 365/CRM platform in July. So what’s new?

Tuesday September 5th at 1pm. Advanced registration required.

Unified User Interface – Microsoft is releasing user interface improvements designed to unify and improve the interface. Improvements include a new activity timeline for mobile with inline actions and new custom controls and expanded offline mobile capabilities, including for the micro apps that administrators can build for specific roles. Additional updates include new theming options, improved mobile layout support, and an updated look and feel that further updates the user interface to look more current.

Microsoft Dynamics 365 legacy web client discontinued

Virtual Entities – Virtual Entities, will allow integrated data residing in outside systems to be integrated into the interface via web services. In other “platform” news, Microsoft Flow will be exposed within Dynamics 365 so flows can be created and executed without switching applications.

Customer Insights experience – will bring together BI, enterprise data, analytics, BI, machine learning and more,  and will offer capabilities like high volume segmentation, predictive lead scoring, and machine learning extensions.

Microsoft appears to remain committed to rolling out new capabilities in areas like bots, integrated services, and field service-related IoT, details to follow.

Activity timeline shows posts, activities and notes in a single stream with inline actions.

New mobile controls will be released allowing more control over the mobile experience.

Micro apps and control available for the mobile app.

New platform features include virtual entities, flow integration, activity logging and more

Finally more info on the Business Edition! A “Getting Started” experience will guide the initial setup.

More info on the LinkedIn integration – Sync Dynamics 365 data as leads in Sales Navigator, receive insights in Sales Navigator based on Dynamics 365 leads. Activity integration will provide holistic engagement history.

Are you missing the boat on all this innovation because you an in an on-premise model and on an older version? We can help plan and execute your upgrade to either a current version of Dynamics 365 on premise or migrate you to Dynamics 365 online.

Want to see how Dynamics 365 could transform your business? Schedule your free demonstration or simply call us anytime 844.8.STRAVA (844.878.7282).

About David Buggy

David Buggy is the Founder & President of Strava Technology Group, a NJ based top Microsoft partner and one of the most experienced partners in the Microsoft channel on Customer Relationship Management. David is a veteran of the CRM industry with over 20 years of experience helping businesses successfully adopt and manage Customer Relationship Management solutions. David and his team have helped hundreds of organizations including Salvation Army, Stuart Haas Racing, and Penn State University plan, implement and support CRM initiatives. To learn more about Strava Technology Group visit www.stravatechgroup.com.

    Microsoft Dynamics 365 Partner Consultant

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