Our News

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.

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.

Example of Unified Client Interface in Dynamics 365

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.

Example of Web Client Refresh in Dynamics 365

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.

Example of Multi-Select Option Sets in Dynamics 365

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

Example of Activity Timeline in Dynamics 365

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.

Example of LinkedIn Sales Navigator in Dynamics 365

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.

Example of Virtual Entities in Dynamics 365

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

Contact us
All news
Let us help you define your CRM needs and priorities