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The Top Six New CRM Features in Dynamics 365 Version 9.0

December 2017 - Microsoft Dynamics 365 Version 9 includes a number of new features and enhancements in the area of CRM. We have highlighted six you should definitely know about:

1. Unified Client Interface

CRM has become part of Dynamics 365, which means that even the new Office 365 client portal provides clean navigation, crisp layout of fields and grids. A responsive unified interface for the Customer Service Hub and Business Edition applications means that users enjoy the same experience on Mobile and Tablets.

2. Web Client Refresh

The new web client interface has undergone a significant refresh: borders around containers and uniform spacing, more colour theming, field controls styling, font standardisation, and text wrapping fix.

 

3. Multi-Select Option Sets

Set an option set as multi-select and it renders on forms as an intuitive multi-select control.  Advanced Find has new operators specifically designed for these, plus filtering in Views. The form list is searchable too.

 

4. Activity Timeline

This feature combines Posts, Activities, and Notes into a single feed.  It also enables you to filter specific activity types and quickly identify un-read items.

 

5. LinkedIn Sales Navigator

With the LinkedIn Navigator solutions for Sales and Campaigns, you can build on existing LinkedIn functionality to view and synchronise data for your Leads, Accounts, and Contacts. As well as providing quick access to Company and Contact profile data, inMail and messages, tasks, appointments and other activities can also be tracked in Dynamics 365.

6. Virtual Entities

Virtual Entities are similar to traditional entities. However, external data are read at run-time without being stored in the Dynamics 365 database.  This is a great new feature for heavy, custom integrations. As you create an organisation-owned entity, check the metadata box to indicate that it is virtual.

Want to know more about other features and enhancements in the Dynamics 365 new version?

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