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Microsoft Dynamics 365 CRM Releases Cool New Features Called Kanban Swim Lanes

May 24, 2020 Microsoft Dynamics CRM

It is now even more convenient to manage your sales pipeline. Dynamics 365 recently released some cool new features that allow you to update and manage your sales opportunities in — Kanban swim lanes.

Check out these few short steps required to for your Opportunity entity, this fantastic new feature will be at the use of your fingertips.

To achieve these views, your Admin will need to:

1. Go to the specific entity through the Advanced Settings and choose the Opportunity entity.

2. Choose the entity, click on Control tab, Add Control, choose “Kanban” then choose to enable it for your device type radio buttons.

3. When you save and publish, a command bar will offer you two “Show As” Kanban view options for Opportunities – Status and Business Process Flow (BPF).

After a view has been enabled, the Kanban will display the opportunity stage swim lanes. It will also show the complete sales pipeline cards within their respective lanes. From this point, you will now have power to click and drag “cards” between defined sales process stages with your usual Kanban ease.

Clicking and dragging opportunity cards between swim lanes in the Status view, i.e. “Open” to “Won”, dropping cards in these lanes will prompt you with a certain status dialog box.

There you will be able to fill in the required information and proceed to next steps.

When the same tasks are performed within the Business Process Flow (BPF) view, a BPF pop-up window will appear and allow you to complete or view the following information.

Moving your sales cards one direction or another will allow you to open the record and enable you to make any required updates to the system.

By default the view will display 10 cards in each lane allowing you to scroll for any additional count above that. In order for you to quickly find cards in the view, the “Search this view” option will allow you to enter keywords quickly for your perfect results.

Important Note: If customizations have been made to the default Business Process Flow (BPF) flow, the customizations (lane names, etc.) will be reflected in the BPF Kanban view and Dynamics 365 will use the BPF listed first as the default BPF for new records.

Other important things to note, is the Opportunity entity includes a small amount of Kanban functionality than other Kanban-enabled entities, (such as Activities or Cases.) Even though this option is available in other entities, there are extra views in Opportunity that will allow users to utilize their BPF view.

If you have been a former Kanban user or you’re just starting—adding this feature to your everyday sales amount will provide you a user-friendly method for improving your sales management Try it out and see if it helps with your sales pipeline activities.

CLICK HERE FOR MORE INFO

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Article by: Eric Beins – Head of CRM | 800-439-6456

JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more. www.journeyteam.com

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CRM Software Blog | Dynamics 365

Why Millennials Value the Collaboration Features in Microsoft Dynamics

April 15, 2020 CRM News and Info

Social networking has shaped the way millennials share ideas, solve problems, and learn new skills. Rather than working alone, they understand an organization is made stronger through collaboration. With integrated tools featuring a familiar Office 365 experience, Microsoft Dynamics supports collaboration across the organization—from marketing and sales through production and service delivery. Notice some of the many ways this helps a business:

Collaborative Selling

Working with Microsoft Teams, Microsoft Dynamics supports a rich coordinated selling approach. CRM information is shared to enable strategic conversations. Sharing and co-authoring sales documents allows experts from across the organization to actively participate in sales cycles. With files stored in one central location, the entire team has easy, consistent, and secure access to the latest documents.

Effective project collaboration

Microsoft’s modular, multi-channel applications like Microsoft Dynamics and SharePoint allow project members to work together on all aspects of projects. Dashboards allow team members to monitor budgets, allocate resources, and make effective decisions with real-time insights. Project-related documents in SharePoint enable everyone to do their best work by unifying relationships, processes, and data.

Mixed reality collaboration

Microsoft Dynamics is at the forefront of the new age of collaboration. Remote Assist allows employees a world apart to share a real-time view to engage expert input, get hands-on training, or share visual experiences.

Logan Acton, a Microsoft Dynamics 365 Consultant at RSM, put it well when he said:

“Having grown up with the internet, millennials expect to be able to tailor their technology to fit their exact use cases. Users can customize forms in Dynamics 365 to show only the most pertinent information, and they can build out workspaces that show open tasks and relevant data.”

Millennials are extremely team-oriented and thrive off collaborating with colleagues. Tailoring an accounting system that functions how the people using it expect it to, creates an ideal environment, setting the company up for success.

To see 18 other reasons why Millennials prefer Microsoft Dynamics in the workspace and why this could be important for your company, download the full eBook “21 Reasons Millennials Prefer Microsoft Dynamics” at www.crmsoftwareblog.com/millennials.

Find a Microsoft Dynamics 365 Partner

By CRM Software Blog Writer, www.crmsoftwareblog.com

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CRM Software Blog | Dynamics 365

Microsoft Injects New AI Features Into Dynamics 365

February 22, 2020 CRM News and Info

Microsoft on Wednesday unveiled several new artificial intelligence capabilities across Dynamics 365 applications and a new solution to help project-centric services organizations transform their operations.

The AI enhancements include first- and third-party data connections in Dynamics 365 Customer Insights, Microsoft’s customer data platform (CDP).

“The work in AI and CDP is new and a key part of Microsoft taking their products to an AI-driven approach,” noted Ray Wang, principal analyst at Constellation Research.

The company also unveiled new manual and predictive forecasting capabilities for Dynamics 365 Sales and Dynamic 365 Sales Insights.

“Integration with the CDP is important, but more important will be the ability to automate transactions and apply AI to drive the next best action,” Wang told CRM Buyer. “We’re seeing a need to deliver on ambient experiences which are subtle, next best actions.”

Microsoft also is making Customer Insights available to government agencies that previously could not access this feature for their cloud computing environments.

Microsoft Dynamics 365 Project Operations, which connects cross-functional project teams, will be generally available Oct. 1.

Microsoft Dynamics 365 Finance Insights, slated for preview in May, will bring AI into an organization’s finance processes, automating or eliminating repetitive, time consuming and low-value daily activities so organizations can understand and act on their cash position and take proactive actions to improve it.

“Having a clear view from sales, service and finance for the marketer looking to drive growth through customer engagements that are both creative and contextual is pure gold,” observed Liz Miller, principal analyst at Constellation Research.

Making customer intelligence part of the workflow “helps to remove some of what makes bridging the gaps set up by data silos so hard,” she told CRM Buyer.

Beefing Up Customer Insights

Dynamics 365 Customer Insights’ new first- and third-party data connections add proprietary audience intelligence and data from third-party data sources to customer profiles that can be updated and activated in real time.

Integrating Microsoft Forms Pro will bring in the customer’s voice across channels so enterprises can act on insights based on customers’ changing behavior and perception.

Customer Insights can be used with Azure Synapse Analytics, which combines customer data with enterprise and streaming data, to improve data completeness, run high-speed analytical processing, and build custom machine learning models. Those models can predict customer needs and provide guidance on the next best action to reduce churn and maximize revenue opportunities.

“This shows Microsoft bringing the power of its whole portfolio to business applications, with Azure Synapse Analytics and Forms Pro,” remarked Rebecca Wettemann, principal at
Valoir.

“Synapse Analytics is SQL Data Warehouse, so companies — and Microsoft partners — with SQL skills and resources will be well positioned to take advantage of its speed and scale,” she told CRM Buyer.

Enterprises can use prebuilt APIs to act upon these insights in real time across multiple destinations to enable Website personalization, dynamic marketing campaigns, effective ad targeting, and dealing with clients on site, said James Phillips, president of Microsoft Business Applications.

“Microsoft’s tools by nature are comparatively easy to learn and use, and this should be consistent with those expectations,” noted Rob Enderle, principal analyst at the Enderle Group.

However, “You break down silos with journeys and process, not integration of APIs,” Constellation’s Wang pointed out. “End-to-end flows that power decisions provide a solution.”

Tools for the Sales Team

Dynamics 365 extracts patterns from CRM data, current and historical leads, won or lost opportunities, contacts, accounts, customer interactions and other data sources, and projects these patterns into the future to provide predictive forecasting for Dynamics 365 Sales and Dynamic 365 Sales Insights.

These insights can be accessed without the need for data scientists or tech experts.

“The prediction and forecasting is only as good as the data, so training data will be key to success,” Wang observed. “You need more high-quality data sources in order to build precision decision models.”

A new engagement center provides sellers with their own AI-prioritized work queue — based on built-in predictive scoring from Dynamics 365 Sales Insights — that uses new, configurable sales cadences. Other embedded AI capabilities offer a path to a warm introduction and guidance from the assistant.

When considering AI, said Wang, almost every organization asks four questions:

When do I trust human judgment?
When do I augment human judgment with machines?
When do I augment a machine with a human?
When do I trust machine automation?

“Microsoft’s announcements bring us one step closer to this autonomous reality,” he remarked.

For Project Operations

Microsoft Dynamics 365 Project Operations is built on Microsoft’s unified business cloud and leverages its expertise in front- and back-office processes and project management.

It aims to break down data silos and to optimize operations from prospect to cash.

“Project Operations is where Microsoft’s breadth capabilities, from finance collaborations to project management, will really shine,” Valoir’s Wettemann noted. “It’s another example of Microsoft bringing its portfolio game to the business apps space. The value of end-to-end visibility and collaboration is broadly applicable.”

That said, “these are data and process flow tools, but silos are often more behavioral and political rather than technical,” Enderle told CRM Buyer. “So, while these tools will certainly help, to get the full benefit managers will have to continue to train people to break these data silos.”

Finance Insights

Finance Insights will bring AI into an organization’s finance processes, automating or eliminating repetitive, time consuming and low-value daily activities so organizations can focus on working with their cash position.

“Dynamic Finance Insights can really help companies move the needle where it matters, not just by automating manual tasks but by leveraging AI to rapidly understand finance data and act on it together manage cash,” Wettemann observed.

The Big Picture

The announcements “represent an important strategic move for Microsoft, trying to beat the bigger players — Salesforce, Oracle, SAP — by having a better integrated portfolio, though the proof is yet to come,” said Nicole France, principal analyst at Constellation Research.

Microsoft also is “competing with smaller, younger competitors such as Zoho, Freshworks and Zendesk, who have been building integrated capabilities that span marketing, sales, service and sometimes more, with consistent, straightforward interfaces for users,” she told CRM Buyer.

However, things like customer data integration “are not simply a technology or application integration challenge,” France noted. They require consistent definitions and improved process as well.

Good Microsoft technical skills are out there, and many enterprises already have significant internal Microsoft teams, she said, but “the big question is whether those organizations have tight links between technology experts and business experts.”

Richard%20Adhikari Microsoft Injects New AI Features Into Dynamics 365
Richard Adhikari has been an ECT News Network reporter since 2008. His areas of focus include cybersecurity, mobile technologies, CRM, databases, software development, mainframe and mid-range computing, and application development. He has written and edited for numerous publications, including Information Week and Computerworld. He is the author of two books on client/server technology.
Email Richard.

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CRM Buyer

What Features Should Be There In the eBook

January 7, 2020 Humor

You Want to Sell Online & Earn Money?

I don’t think there is anything unrealistic with this dream. You may think it beyond possibilities, yet it is not. There are hundreds of writers, who aim to write twenty to sixty thousand words a month and earning a handsome income using their writing capabilities.

If a professional writer sixty or more than sixty thousand words, you can write a twenty thousand words eBook in a month. Can’t you? I beg your pardon because I am going to pull your leg to drag you into this self-publishing business that will open “doors to dollars” on you.

So let’s start to enter the amazing world of opportunities and start converting your words into money. Writing & publishing your eBook could be a marvelous experience for you and also be both exciting and overwhelming, yet you are welcome to read a complete guide on creating and selling an eBook on your or some affiliated site.

Quality of the eBook

If you want your eBook to be beneficial for you, be careful to include all the amenities and features, mentioned in the following lines.

Focus on Your Targeted Audiences

Don’t forget to take into account your targeted audience before typing on the keyboard. If you start creating your project and identify your targeted viewers later, it’s like you are trying to fit a round block into a square hole. Finalize the decision to choose the niche you want to target, identify their requirements. You had better base the topic of your eBook on these features.

Take the First Step with a Unique Topic

So get ready to start writing a bestseller of 2020 in the second week of New Year. Since you’ve made up your mind, it’s most probably you’ve already created some idea in your mind to write a book, people would love undoubtedly. Note down that idea and store it in a secret & safe place.

Don’t touch it for the whole month and just concentrate on giving reality to your dream. The idea, you want to write on should be simple, specific, and useful and irresistible for your readers. If you are a blog writer, you must be aware of the readers’ choices. Do you find your blog readers asking for different posts covering particular issues?

You can get help from your audience, if what do they want to read offer them a few options to choose from. You don’t have much time to make long surveys. Spare just a few days to finalize the topic. Let your FaceBook friend, Twitter followers take you out of this difficulty and make some tweets or post up a thread on Facebook and filter the suggestion offered by friends.

Be surprised, you are going to be surprised by receiving the ideas from your social circle, but when you’ve got an idea, you can take a good start to attain your goal. Choose the topic that you are passionate about or acknowledge with, because it is the key to create an ebook that is informative and profitable as well.

Choose an Attractive & Killer Title to Start With

After finalizing the topic, it’s now time to choosing a killer title that grabs the reader and doesn’t let him leave the eBook until the ending page. In selling the eBooks, the title has always proven to be a game-changer. So be careful and specific while choosing one for your dream project. An attention-grabbing title draws people in to take a close look.

Unique Content is Soul of Your eBook

When we discuss the importance of the unique content, we usually throw an example that “if the website is the body, content is head to it”. Similarly, we can apply this quote here” as if the eBook is the body, the content is soul to it”. Create the content as unique as possible.

There is a high level of competition in the eBook publishing market, so packing your digital work with unique content is considered as the key to its overall success. The passion & knowledge you are going to devote to your chosen topic allows you to deliver key insights to the reader that other eBooks might not offer.

Enhance these basic points and highlight them in your creativity. For example, if you are going to write an instructional book, don’t ignore to research the competition. If you find their content to be impersonal, not relevant to the average reader, and outdated.

It has also been found in many cases that the content was not proofread and thus was inaccurate too. There are not only native readers, who are going to read your eBook, yet there must be some others, who don’t know much of your language, so write in easy-to-understand terms, first-person narratives and if possible, utilize real-life, examples.

Proving yourself apart from the others could be a huge factor in the overall success of your eBook. You can’t afford to ignore the important sections of the book like indexing the content and about the author section. Make sure you’ve included all the copyright information in the relevant section.

Make a Reasonable Length of Your Project

In the market of eBooks, you won’t find any hard rules that decide the specific length of your eBook. There are many examples, where you can see the eBooks containing less than ten pages and on some topics, you can read the books with less than five pages in length.

It’s not good to be reserve by presetting any word limit. Avoid strictly to include filler and fluff in the eBook to take it to a certain length. Just say, what you want to convey to your viewers in an organized, concise and comprehensive manner. It’s a false theory to equate the number of pages to value the eBook.

The length of the eBook depends on the quality of content that settles down its evaluation. If you can present unique content to your readers in just a few pages, that’s great to do so, yet if you can’t pack creative ideas and uniqueness in the book containing a hundred pages, you won’t get desired results.

Work Deep in the Editing Phase

You are about to present the best eBook in the world that contains quality tips, unique ideas, which were not published on the web ever before. Remember that if your project is filled with grammatical errors, it will soon be destined to failure.

You are highly recommended utilizing a professional proofreading editing service to ensure that your book is grammatically error-free. Otherwise, even the minimum of errors can also be exposed to the reader that the author was sloppy in his or her work, or that the content itself might be erroneous.

In What Format Do You Want To Present Your eBook To Your Readers?

Now, when you are done with your project, get ready to present it to your audiences. Formatting your eBook correctly is really dynamic for selling it online. There are three main formats used to convert the eBooks and they are, ePub, PDF, and, MOBI.

The file format MOBI is used to read the book from Kindle, a brand of Amazon, yet PDF and ePub file formats are for other readers from all over the world and accepted by Kobo, iBookstore, Apple, Barnes, and Noble. If possible, you can sell your books in ePub and PDF formats from your own online bookstore.

It would be a direct selling and would offer your net profit without sharing it with any other platform. It’s also possible to easily present your eBook with all three formats available for the customer to choose from. If you find yourself capable to convert the book, otherwise you can hire someone on Fiverr the formatting for you.

You can also use Microsoft Word or Open Office to transits to PDF. There is not everyone, who wants to read the book online, yet various would be there to get it in printed form. Therefore formatting your book to a standard 8 1/2″ x 11″ page size will make it convenient for printing.

Design an Eye-Catching Cover

A smart and good-looking cover could be another key that plays an important role in the success of your dream project. A large number of readers do judge the book by its cover and if your eBook is adorned the less-than-professional cover, all your efforts could go wasted. You can create a quality cover design on websites that allow you to get all for free. But it would be good to hire some professional designer unless you find yourself fully capable to do this professional job.

Marketing & Selling Your eBook

It’s now time to add your eBook to your website, but if you don’t have, you can use various other platforms like Amazon, eBay, Barnes, iBookstore, Apple, Kobo, and Noble, etc. to upload your book. By using the streamlined tools of these sites, it’s become very easy to upload your eBook with an image of the front cover. Add a small description, and set the price, and leave it to your marketing efforts and destiny as well.

Start the Campaign to Promote Your eBook

Now it is time to cash your name and worth, you’ve earned on FaceBook, YouTube, Twitter, and all other social media platforms. Post the links of your eBook in your friend circle, tweet to your followers and make videos and upload on YouTube to market your dream project to everyone you know or not.

Get yourself prepared to dedicate serious time to your marketing both before and after the launching of your eBook. Build a buzz within your viewers and convert them into making the revenue. There are numerous authors, who think that marketing is easy for professionals, yet they are wrong.

The competition is rough and tough, and even the famous authors also have to make hard efforts to get sales. There is a benefit to self-publishing that you get complete control over the way you run the marketing campaign and sell your eBooks all by yourself.

Use Guest Posting To Grab Traffic

There are many other ways to grab traffic to your site, and the easiest way is to make guest posting for the sites that read the niche you’ve written in. Find out the reader by looking at the popular keywords for your specific niche and also search Google to see what blogs are most popular for them and how you can use it for your eBook.

Upload Some Content on the Live Streaming Site

Don’t ignore the live streaming to create a buzz around your project. You can use YouTube, Instagram, and Pinterest to get traction with your audience, and of course, use your mail list as a valuable resource.

Keep Track of Your Sales

Here starts the exciting phase of your work, and that is to keep an eye on your sales. Check the Analytics Dashboard and see how many sales you’ve made and where they are coming from.

Wrapping up the Words

Creating and selling your eBook all by yourself is absolutely a hard work to do, but it’s also a really gratifying and rewarding way to share your expertise and explore your passions, and not to mention to increase your passive income. If you are ready to get started, the sky is the limit to make your online worth get your share from the literary field.

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6 AI features Microsoft added to Office in 2019

January 1, 2020 Big Data

Microsoft has added so many AI-driven features to its Office productivity suite this year that we wanted to pull together a comprehensive list — but it’s not as straightforward as it might seem. Features like PowerPoint Designer, OneNote’s ink to text, and Word’s grammar and style suggestions got notable improvements, but they didn’t first show up in 2019.

That’s because Microsoft doesn’t simply ship AI-powered features in Office once — it refines them over time. The team is constantly trying to figure out what makes users more productive and what doesn’t. Many of the features also rely on machine learning models that adapt based on usage. “You get this amazing signal about how it’s making them more productive, how often are they using it and engaging with it, how often are they keeping the results of what you suggest to them,” Microsoft 365 general manager Rob Howard told VentureBeat. “And that creates this really awesome feedback loop where we get to focus a bunch of energy on making them much more productive.”

Howard explained that AI features in Office are supposed to support and assist the user, not take over. “It’s really not about doing somebody’s job for them, it’s actually about being really assistive, about really helping them as they do their work,” he said. “The user is still ultimately in control. The AI gets smarter based on that signal and we can help people more, but in all of these cases we’re just taking out the busy work in between.”

After a couple of conversations with Microsoft, we settled on highlighting six major AI features added to Office this year. Three are generally available and three are in preview.

Outlook

Last week, when we talked to Cortana lead Andrew Shuman, he was really excited about Outlook’s various Cortana integrations. Shuman frequently “triages” his own email with Cortana.

“The overall theme of that release is that we really want to think harder about where Microsoft can really add value to the assistant landscape,” Shuman explained. “And where we think we can bring value to our most valuable users. And that really is about the Microsoft 365 users who have rich calendars, rich contact information. They’re using Office every day, so we have a sense of what projects are important to them what people are important to them. And that really led us to kind of think harder about how we narrow our focus and drill really deeply into being this productivity assistant.”

Available: Play My Emails and Briefing Email

Play My Emails in Outlook uses to Cortana to help you stay on top of your inbox, especially when you’re on the go. Microsoft wants Cortana to be your personal productivity assistant and give you back time in your day. Cortana reads out your new emails intelligently, meaning rather than reading every detail, it summarizes and surfaces information like the sender, time sent, and email contents. Play My Emails is currently available in Outlook for iOS in the U.S., with availability for Android in the works.

In preview: Scheduler

Scheduler taps Cortana to help you schedule your meetings. You can include Cortana in your email to participants and let it know what you need in the body of the email (duration, timing, and location of the meeting) using natural language. You can also just write “Find a time for us” and ask Cortana to book a conference room or a call. If you have access to your participants’ calendar availability, Cortana will book the meeting when everyone is available. If you’re meeting with people outside of your organization, Cortana will email them a few possible meeting times and broker a time that works for everyone. Meeting participants can accept the suggestion or propose new times by using natural language. Cortana will then send out an invite to everyone for you. Scheduler is in preview today and will hit generally available in early 2020.

Excel

The first AI feature in Excel is a perfect example of Microsoft trying to bridge the gap between mobile and desktop. The second feature is all about gleaning insights from data for the user.

“You don’t have to create 30 different pivot tables or pivot charts to understand all the different ways that your data works,” Howard told VentureBeat. “You’ve got an assistant that’s here and is ready to help do all that busy work for you and let you focus on the insights from the data.”

Available: Insert Data from Picture

Insert Data from Picture feature in the Excel mobile app helps you import analog data. With this feature, you can easily grab data in a table from a physical piece of paper. You can thus convert financial spreadsheets, work schedules, task lists, timetables, and so on into a digital format in Excel. Insert Data from Picture supports 21 languages on Android and iOS.

In preview: Natural language queries

Excel supports natural language queries, meaning you can ask a question about your data and get quick answers without writing a formula. Using AI, Excel will quickly answer data questions using formulas, charts, or pivot tables. This feature is available for Office Insiders on Windows, Mac, and Excel for the web in English. Microsoft says it will hit general availability in early 2020.

PowerPoint

PowerPoint has defined business presentations over the past decade. But the software itself hasn’t seen major gains. The AI features Microsoft has been adding over the past few years have made the tool much smarter.

“We’re taking a bunch of different basic AI algorithms — many of the services that are available to developers in something like Azure Cognitive Services — [and] we’re bringing them all together into a single experience,” Howard said. “That [way] we can help people be a more confident and more effective presenter within the tools that they’re already using.”

Available: Live Captions and Subtitles

If you are deaf, hard of hearing, or speak a different language from the presenter, a PowerPoint presentation can be difficult to follow. Live Captions and Subtitles in PowerPoint help everyone in the room understand the presentation. Powered by AI, this feature provides captions and subtitles for presentations in real time. Captions and subtitles can be displayed in the same language that the presenter is speaking or as a translation. The feature supports 12 spoken languages and displays on-screen captions or subtitles in over 60 languages for Office 365 subscribers on Windows, Mac, and the web.

In preview: Presenter Coach

Presenter Coach uses AI to help business professionals, teachers, and students improve their presentation skills. When you enter rehearsal mode and speak into a microphone, the feature gives you real-time on-screen feedback on pacing, the use of filler words, and inclusive language. It even warns you if you are reading off your slides. At the end of the presentation, Presenter Coach generates a report so you can practice and learn from the feedback. The feature is available in public preview for English users in PowerPoint on the web.

Next year, Howard promised Office users can expect Microsoft to focus more on writing assistance (like Ideas in Word) and mobile productivity (like Excel’s Insert Data from Picture).

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Big Data – VentureBeat

Here are the 5 best new features of Dynamics 365 arrived this year

November 13, 2019 Microsoft Dynamics CRM

2019 is coming to an end, and it is time to look back at the new features of Dynamics 365 introduced this year.

We picked our five favorite features, do you agree with our choice?

#1

Dynamics 365 Sales – Microsoft Teams integration

Microsoft Teams is only two years old, but it is already Microsoft’s fastest-growing application in its history. The active user base was already at 13 million in July 2019 (whoa!). The bulk of the user base comes through paid subscriptions from Microsoft Office 365 users.

The two most requested features from this vast user base were:

integration with other Microsoft software, namely Outlook,
ability to create private channels and pin channels in the Teams client.

A new “Share to Teams” button will be available in Outlook early 2020, and the integration with Microsoft Dynamics 365 Sales has now arrived.

Dynamics 365 for Microsoft Teams integration enables users to efficiently work with Dynamics 365 customer information and share files directly from Microsoft Teams.

A SharePoint site is automatically pre-created for each Team and files are uploaded to this SharePoint site (via Teams or directly). For each channel, a dedicated SharePoint folder is created. In each team channel, you can link one or multiple Dynamics 365 records. When D365 records are linked to a team channel, the team channel documents are visible also in Dynamics 365.

For users who wish to ensure the permissions of the documents in SharePoint match the privileges in Dynamics, the third-party tool CB Replicator now supports this Microsoft Teams integration at the basic collaboration experience level.

#2

Dynamics 365 Commerce

Starting in October 2019, Microsoft Dynamics will have a new business process application. Built on the proven Dynamics 365 Retail capabilities, this new app delivers a comprehensive omnichannel solution that unifies back-office, in-store, call center, and digital experiences.

#3

Dynamics 365 Finance and Operations – Cancel bank reconciliation

Bank reconciliation can be tricky, so Fianance and Operations users welcome any added flexibility in that area. When using simple bank reconciliation, if users need to start the reconciliation process again, they now can cancel bank reconciliation.

#4

Dynamics 365 Sales – Business card scan

Business cards are commonly handed out at meetings, then often lost or misplaced. With this new option, you can scan business cards can via mobile or web. The scanner will parse the card for relevant information and automatically update respective fields in the system. The feature also allows users to configure alternative fields to populate.

It is important to note that this business card scan feature is only available in the EU and US regions.

#5

Dynamics 365 Finance and Operations – User sessions’ timeouts

To provide a better experience, users will see an alert before sessions end due to inactivity. The idle timeout for Finance and Operations currently defaults at 60 minutes. After that inactivity limit the user session used to be terminated with no forewarning. This meant unsaved changes were then lost. With this new feature, users will be notified 3 minutes before their sessions are terminated. Moreover, users can reconnect before the session is ended.

Takeaway

If you want to know more on these or other new features, the Dynamics 365 release plan for the 2019 release wave 2 describes all new features releasing from October 2019 through March 2020. This plan was formerly known as Dynamics 365 release notes.

If you have Microsoft Dynamics in your company and you want to know how to make your team more efficient in the way they collaborate and work with documents, look into out-of-the-box solutions like CB Replicator or talk to our experts.

ana framed Here are the 5 best new features of Dynamics 365 arrived this year

By Ana Neto, Connecting Software, a producer of integration and synchronization solutions.

Connecting Software is a 15-year-old company, with 40 employees spread in 4 different countries.

We specialize in making software work together. Our goal is that everyone in your company can feel the software they use is their ally.

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CRM Software Blog | Dynamics 365

50+ New Features in Dataflows this month!

November 7, 2019 Self-Service BI

Over the past few weeks we have released several new features in Dataflows, allowing users to seamlessly ingest and prepare data that can be widely reused by other users across the Power Platform, including:

7 New Data Connectors:

PDF Files
Local Folder
SharePoint Folder
Google BigQuery
HDInsight Spark
Apache Spark
Generic ODBC

40+ New Data Transformations:

Combine Files UX
Merge Queries – Visual join kind selection
Additional Number/Date/DateTime/Duration transformations UX
List transformations: Statistics, Sort, Keep/Remove/Reverse items
Fill Up/Down
Move Columns left/right/beginning/end
Replace Errors

Other Power Query Authoring Enhancements:

Data Profiling
Query Parameters UX
Function Authoring UX
M Intellisense support in Advanced Query Editor & Formula Bar
Select Related Tables as part of Get Data UX

You can continue reading the rest of this blog post for more details about each of these features.

New Data Connectors

This month we have added 7 new data connectors to Dataflows, including:

PDF Files – This connector allows users to extract tables from PDF documents.
Folder – Use this connector in order to ingest data from files in local (or network-based) file systems, or to query and analyze files’ metadata.
SharePoint Folder – Similar scenarios as the previous item, but available on top of a SharePoint folder (either on-prem or SharePoint Online).
Google BigQuery – Ingest data from Google BigQuery databases, transform, filter and reshape this data as part of your dataflow.
HDInsight Spark – Read tables from HDInsight Spark databases.
Apache Spark – Read tables from any Apache Spark distribution database, either on-prem or cloud-based.
Generic ODBC – Plug in any ODBC driver, specify a connection string or DSN and connect from your dataflows to import and transform data from many different sources.

You can find all of these new connectors within the Power Query Online Get Data experience in Dataflows:

New Data Transformations

Combine Files

A very common use case within Data Preparation consists in combining data from multiple files within a folder in order to create a single logical view or table. For example, imagine being able to easily append files from a folder that have the same schema but contain rows of data for different time periods; with new files being dropped in the same location on a regular basis.

This scenario can now be easily accomplished using Dataflows, in combination with the Folder, SharePoint Folder and Azure Blobs connector, or on top of any other tabular result in Power Query that contains a column with Binary data.

Users can access the Combine Files experience directly from the Get Data preview for each of those connectors, or from the Power Query Editor by clicking the Combine icon in a Binary column’s header or under the Combine menu in the toolbar.

Upon entering the Combine Files dialog, users can preview and select the relevant data from each of the files, by using one of the files in the folder as the sample. Users can also decide to skip files with errors, generally caused by a different structure within that file that prevents the extraction logic from working.

After closing the Combine Files dialog, users will see multiple queries generated in the Power Query Editor, allowing further transformations to be applied in order to extract data from each of the files, as well as the final output query that combines all files within the folder using the specified transformation steps.

You can learn more about Combine Files in this documentation article: https://docs.microsoft.com/en-us/power-query/combinefiles

Merge Queries – Visual join kind selection

Merge Queries allows users to combine (join) two tables within Power Query. In addition to selecting which tables and columns to use for the join, users can also select the type of join they would like to apply:

We have recently improved the user experience for selecting the join type by displaying Venn diagrams that visually describe the semantics of each type.

Additional Number/Date/DateTime/Duration transformations UX

We’ve added UX support for several Number/Date/DateTime/Duration transformations via the toolbar. These operations can now be accessed from the Power Query Editor and make it very easy to work with queries that yield scalar values of any of these types.

Number transformations:
- Standard: Add, Multiply, Subtract, Divide, Integer divide, Modulo, Percentage, Percent of
- Scientific: Absolute value, Power (Square, Cube and Custom), Square root, Exponent, Logarithm (Base-10 and Natural) and Factorial.
Date transformations:
- Age
- Date only
- Year: Extract year, Start of Year, End of Year
- Month: Extract month (number), start of month, end of month, days in month, name of the month.
- Quarter: Quarter of year, Start of quarter, End of quarter.
- Week: Week of year, Week of month, Start of week, End of week.
- Day: Day, Day of week, Day of year, Start of day, End of day, Name of day.
Time transformations:
- Time only
- Hour: Extract hour, Start of hour, End of hour
- Minute
- Second
Duration transforms:
- Extract component: Days, Hours, Minutes, Seconds
- Calculate total: Years, Days, Hours, Minutes, Seconds

List Transforms: Statistics, Sort, Keep/Remove/Reverse items

A lot of new operations have been added to the Power Query Editor toolbar in order to transform List results, including:

Reduce items:
- Remove top items
- Remove bottom items
- Remove alternate items
- Keep top items
- Keep bottom items
- Keep range of items
- Remove duplicates
Reverse items
Sort Items: Ascending and descending.
Statistics:
- Sum
- Minimum
- Maximum
- Median
- Average
- Standard deviation
- Count values
- Count distinct values

Fill Up/Down

A common transformation needed by users when dealing with jagged tables is the ability to fill values to adjacent empty cells above or below a cell with a non-empty value. This can be accomplished with the Fill Up and Fill Down transformations in Power Query, which can now be accessed from the toolbar or right-click context menu.

Move Columns left/right/beginning/end

With the new Move Columns menu in the Power Query Editor toolbar and column context menu, it is extremely easy to reorder columns within a table.

Replace Errors

Another common transformation is dealing with cell-level errors within a table (which might have been caused by trying to change a column type over incompatible data values or similar operations). In addition to being able to remove error values, we’re now adding a new Replace Errors transformation that allows users to replace error values within a column with another valid value, such as a default value.

This operation can be accessed from the Transform Column menu in the Power Query Editor toolbar, or via the column context menu.

Users can then specify a value to replace errors with for the selected column.

Data Profiling

Power Query provides hundreds of data transformations that can be applied by users to clean and reshape data into the desired output. However, it is sometimes hard for users to clearly identify issues within their data such as errors, empty values or duplicates. Additionally, it’s also important for users to understand value distribution within a given column or other relevant statistics (such as average, median, min, max for a Number columns, or other type specific statistics).

This month, we’re bringing Data Profiling capabilities to Power Query Online that will help dataflows authors more easily understand their data and produce better data entities that can be reused by several other users within their organizations.

The new Data Profiling capabilities can be enabled from the Global Options dialog in the Power Query Editor toolbar.

From the Global Options dialog, users can configure which Data Profiling capabilities they would like to enable, including inline Column Quality and Value Distribution information in the Data preview, as well as the Column Profile Details pane. Users can also select whether they would like these data profiles to be calculated on top of the top 1,000 rows of data or over the entire dataset.

After enabling these features, they can be accessed from the main Power Query Editor surface, contextual to the table columns in the data preview.

The Data Profiling charts are interactive and allow users to take action directly from them via Smart Recommendations offered to users on hover – for example, to remove errors or duplicate values from the inline column quality details, or to exclude a specific value from the Value Distribution chart in the Column Profiles details pane.

Query Parameters

With the new Query Parameters feature, users can now easily define one or multiple parameters to be used in their dataflows. Users can define new parameters by using the “Manage Parameters” dialog in the Power Query Editor, accessible from the toolbar.

From the Manage Parameters dialog, users can create new parameters and specify metadata and settings for each parameter:

Parameter Name.
Parameter Description: This will be displayed next to the parameter name in downstream experiences, and helps the user who is specifying the parameter value to better understand the purpose and semantics of this parameter.
Optional vs. Required: Users can specify whether a certain parameter is optional or a value for that parameter must be specified (required).
Parameter Type: This field applies a Data Type restriction on the input value for the parameter. For instance, users can define a parameter of type Text, or Date/Time. Users can also specify Any type for more flexibility.
Parameter Accepted Values: In addition to Data Type restrictions, users can apply further restrictions to the allowed values for a given parameter. For instance, users could specify that the Data Type for a parameter is Text and restrict the acceptable values to a static list of Text values. Users will then be able to pick one of these values when specifying the parameter value to use. Users can preconfigure Accepted Values as a static list, or any value of the expected type, or dynamically binding the list of Accepted Values for a parameter to the output of another query returning a list of values. This enables dynamic sets of options to be displayed to the user, maybe even based on their selection for another parameter. A typical example for this would be making a “City” parameter change the list of values to select from, based on another parameter that allows users to specify a “State”.
Default Value: This setting allows the Parameter creator to specify what the default value or selection should be for the user specifying the parameter value.
Current Value: This setting allows users to specify the value for this parameter in the current dataflow.

Once a parameter has been created, it can be accessed and modified from the Queries pane. Additionally, users can create and bind parameters to input fields from specific dialogs in Power Query, including connector dialogs (e.g. Server), Filter Rows dialog and more.

Function Authoring UX

With this update, we’re making it extremely easy to author functions in Power Query without writing a single line of code!

Users can now create a function based on an existing query by using the “Create Function” option in the query context menu.

This option brings up a dialog that allows users to provide a function name. If the original query was bound to any query parameters, those query parameters will become function input parameters, inheriting the same name, type, description and restrictions from the original query parameter.

After the function has been created, it becomes readily available for users to invoke it from their dataflow.

M Intellisense support in Advanced Query Editor, Blank Query & Formula Bar

One of the most frequently requested features from users has been Intellisense support when authoring M code in Power Query. Recently we enabled M Intellisense in the Advanced Query Editor (accessible via the right-click menu on queries within the Queries pane), Blank Query option in Get Data and the formula bar.

Select Related Tables as part of Get Data UX

A few weeks ago we released an update that lights up the “Select Related Tables” capability within the Navigator (or Choose data) stage of the Power Query experience. This option allows users to easily identify and select all tables that have relationships in the data source to the currently selected tables.

This new “Select Related Tables” option is available for those connectors that expose relationships information, such as relational databases (SQL Server, Oracle, MySQL, etc.), OData and other sources.

That’s all for this month! We hope that you find these feature valuable.

We’re looking forward to your feedback and suggestions that you might have in order to make Dataflows even better, please vote for them in our Power BI Ideas Forum’s Dataflows category.

Learn more:

Power Query: www.powerquery.com
Dataflows in Power BI: https://docs.microsoft.com/en-us/power-bi/service-dataflows-overview
Dataflows in Power Apps: https://docs.microsoft.com/en-us/powerapps/maker/common-data-service/create-and-use-dataflows

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Unlocking New Visualizations and Features In Power BI

October 29, 2019 Self-Service BI

Join us for a webinar on Wednesday October 30, 2019 at 11:00 am – 12:00 noon PST, presented by Microsoft Data Platform MVP, Reid Havens from Havens Consulting Inc.

Power BI is a great sandbox environment for report design. However, knowing how to leverage visuals and features in a way that provides additional value can be challenging.

New visualizations and features can be created a number of ways including: layering visuals, customizing visual formatting, and/or utilizing DAX measures.

This session will include a series of visualization and reporting techniques that you’ll be able to leverage in your company’s reports to take them to the next level.

Click here to join the Microsoft Teams Live event – Unlocking New Visualizations & Features in Power BI

Havens Consulting

Here is more about Reid

Looking forward to seeing you at the webinar!

Kelly Kaye

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Zoom rolls out AI-powered transcripts, note-taking features, and more

October 15, 2019 Big Data

Conferencing solution company Zoom announced a slew of new features this week at its Zoomtopia 2019 conference in San Jose, California — 300 in total, to be exact. Among the highlights are AI-powered transcripts and meeting notes in Zoom Meetings, in addition to a Zoom Rooms people counter informed by facial recognition.

On the Zoom Meetings side, live transcripts tap startup Otter.ai’s speech recognition tech to record meetings in real time for posterity. Now, attendees can take notes directly in the Zoom interface or use live transcription for voice note taking, the latter of which is parsed by algorithms to derive action items automatically in the Meeting Timelines interface. Furthermore, meeting hosts can now bring their own interpreter with a mutli-channel audio experience that mixes the original and interpreter audio, enabling listeners to understand the interpreter while hearing the original speaker’s tone.

In Zoom Rooms, Zoom’s software-based conference room solution, there are new capabilities for mixed reality virtual backgrounds, including support for videos and Microsoft PowerPoint files (which joins existing JPEG support). The above-mentioned people counter leverages facial recognition to detect how many people are in a room. Additionally, users can now see and book spaces ad hoc on scheduled displays through an availability map of nearby rooms, and they’re able to use Zoom Rooms for Touch devices as dedicated whiteboards in existing Zoom Rooms without additional licenses.

The latest Zoom Rooms platform release supports up two room controllers and scheduling displays per room, and the Zoom Rooms camera can be set to switch to one of three presets based on microphone pick-up using select supported microphones. Administrators can now create A/V and display settings under profiles like lecture mode, single presenter mode, and panel mode. And an enhanced digital signage feature allows companies to display branding and information across multiple screens, as well as widgets for displaying weather and RSS feeds.

New Zoom integrations are heading to Zoom App Marketplace, which boasts over 150 integrations and more than 30 API calls. A native Microsoft Teams integration will offer the ability to start and schedule Zoom meetings from the Teams interface with a single click, and it’ll support Microsoft Outlook on mobile. Meanwhile, Zoom for Salesforce will incorporate shortcuts to both Zoom meetings and the Zoom Phone dialer, which automatically logs phone call activity and populates contacts directly from the Salesforce interface into your Zoom Phone. Lastly, there’s a trio of new security-related services from NICE, Palo Alto Networks, and ServiceNow that support automatic ticketing and Zoom Chat notification.

Zoom Rooms Appliances, purpose-built computing appliances designed to simplify the installation and management of large-scale room deployments while offering enhanced room intelligence and analytics capabilities, also debuted this morning.

On the enterprise management side of the equation, the Zoom Rooms controller now natively supports customizable IP-based commands, allowing customers to add controls for lighting, window shades, and other IP-controlled devices directly from the controller. Plus, administrators may now remotely manage Zoom Rooms iOS, Mac OS, and Windows OS devices without a third-party MDM from the Zoom Admin Portal.

As for Zoom Phone, a cloud-based calling solution designed for basic calls without video, it’s expanded service to three new countries and territories — in addition to the U.S., U.K., Canada, and Australia, it’s now generally available in Ireland, New Zealand, and Puerto Rico. Beta service is available in 13 new countries: Austria, Belgium, China, Denmark, France, Germany, India, Italy, Netherlands, Portugal, Spain, Sweden, and Switzerland. And Zoom Phone supports new capabilities, such as Citrix Virtual Desktop Infrastructure (VDI) support, global dial plans, location-based call routing, and dynamic Enhanced 911 support.

Last but not least, Zoom announced a joint pitch competition for startups to develop on its videoconferencing platform, with a focus on early-stage companies. Up to 10 finalists will receive the opportunity to pitch partners at Emergence Capital, Maven Ventures, and Sequoia, with the final selected winner potentially receiving up to $ 2 million in funding, an advisory session with senior Zoom product experts, and a first-party and partner products bundle totaling over $ 11,000.

Submissions will be accepted October 15, 2019 through March 31, 2020, and the winner will be announced in spring 2020 at the Zoom Developer Summit.

“We are proud that everything we’ve built at Zoom — from our core vide architecture to our UI — is
designed to make your meetings, as our customers say, ‘Just Work’,” said Oded Gal, chief product officer for Zoom. “It’s all designed to remove friction and replace it with empowering communications experiences, so you can do more.”

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Big Data – VentureBeat

Considering Price Quote Software for Microsoft Dynamics CRM? Look for These Key Features

August 21, 2019 CRM News and Info

Considering Price Quote Software for Microsoft Dynamics CRM Considering Price Quote Software for Microsoft Dynamics CRM? Look for These Key Features

Sending accurate sales quotes and communicating with buyers about those quotes can be a challenge when working in Microsoft Dynamics 365 for Sales. You shouldn’t have to spend extra time updating pricing and product lists or configuring discount rules. And, manually sending quotes is an error-prone process that’s frustrating for sales reps and buyers alike.

Integrating Configure Price Quote (CPQ) software with Microsoft Dynamics 365 for Sales adds value and functionality to your CRM. A CPQ enables sales teams to promptly respond to buyers’ requests for quotes, even from complex pricing and discounting rules. When you can effortlessly configure products and send accurate quotes quickly, it greatly impacts the customer experience and the ability to close deals. Automating sales proposals and quotes gives sales reps more time with potential customers and increases productivity.

Key Features of Price Quote Software for Microsoft Dynamics CRM

There are many factors to consider when choosing the right quote generation software for Microsoft Dynamics CRM. You want to create a fluid user experience, improve sales process efficiency, and boost sales team productivity. Let’s explore how a CPQ, integrated natively with Microsoft Dynamics 365 for Sales can help you achieve those goals.

Sync with the Microsoft Dynamics CRM User Experience

The ideal CPQ will sync with Dynamics allowing easy generation of pricing, proposals, and quotes, all through a single sign-on. The single sign-on makes the CPQ a feature within your CRM, so sales reps don’t have to leave the platform to use separate tools.

Guided Selling Increases Efficiency

Sales reps have many responsibilities when generating product quotes. They must know their company’s current products and pricing and follow discounting rules. They need to be attuned to opportunities to up-sell and cross-sell. They also need to quickly share content with buyers at crucial moments in the sales process. A sales rep can accomplish all of this with a CPQ that incorporates a sales playbook. Guided selling, using an automated sales playbook, helps sales teams close deals faster.

Powerful and Customizable

Sales reps want to easily view the quotes in their pipeline and verify the most recent action on each quote. Visibility of the funnel stages and status of each quote enables sales reps to locate bottlenecks and quickly make adjustments to keep deals on track.

Configure-Price-Quote software should not only make your sales process more efficient, but it should also be customizable to your company’s needs. A CPQ will enable you to tailor pricing and product configuration rules to meet the specific needs of your business. A CPQ can also save sales reps time by using branded templates and customizable documents.

7 Features of Best CPQ for MS Dynamics Users 1 625x625 Considering Price Quote Software for Microsoft Dynamics CRM? Look for These Key Features

Can Handle Complex Pricing Models

For finance, telecommunication, and manufacturing companies, pricing and quotes can become complex, and CPQ extends the capabilities of Dynamics. The best CPQ will be able to manage pricing options for subscriptions, add-ons, leases, and bundles and provide a streamlined quote-to-contract process.

Data Analysis and Actionable Insights

Analyzing each stage of the sales process provides insight into the buyer’s journey and reveals data on how customers are responding to proposals and quotes. They can also see which methods of communication are most effective, and what prices and discounts have the best close rate. This data can guide sales strategies and pricing.

Expands with Your Business

As your company grows, your sales tools must grow with you. You want a vendor who is committed to CPQ and will support your business expansion. Continuous updates and improvements that focus on customers’ needs will guarantee the CPQ software evolves with your long-term business growth.

Price Quote Software Built for Microsoft Dynamics CRM

Microsoft’s vision is to provide solutions that engage customers while increasing business productivity, and DealHub aligns with this principle. Organizations need a comprehensive view of their business, customers, and employees. As Alysa Taylor, Corporate Vice President, Business Applications and Industry, said, “Organizations need to reimagine their processes.” DealHub’s price quote software helps Microsoft Dynamics CRM teams do exactly that.

Alysa Taylor quote Microsoft VP Business Applications 625x293 Considering Price Quote Software for Microsoft Dynamics CRM? Look for These Key Features

We strive to break down the barriers between marketing and sales, manager and sales team, and customer and sales rep with a CPQ for Microsoft Dynamics CRM that is easy to use and improves the buyer experience. Every Price Quote can be sent in a personalized, content-rich DealRoom. Having the sales proposal and supporting content centralized on one personalized mini-site greatly improves the buying experience and ability to track buyer interest.

We invite you to learn more about what Configure Price Quote software can do for your business. Download our Guide to CPQ and let me know if you have any questions.

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Takeaway

New Data Connectors

New Data Transformations

Combine Files

Merge Queries – Visual join kind selection

Additional Number/Date/DateTime/Duration transformations UX

List Transforms: Statistics, Sort, Keep/Remove/Reverse items

Fill Up/Down

Move Columns left/right/beginning/end

Replace Errors

Data Profiling

Query Parameters

Function Authoring UX

M Intellisense support in Advanced Query Editor, Blank Query & Formula Bar

Select Related Tables as part of Get Data UX

Key Features of Price Quote Software for Microsoft Dynamics CRM

Sync with the Microsoft Dynamics CRM User Experience

Guided Selling Increases Efficiency

Powerful and Customizable

Can Handle Complex Pricing Models

Data Analysis and Actionable Insights

Expands with Your Business

Price Quote Software Built for Microsoft Dynamics CRM

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