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What’s Great about Microsoft Dynamics 365’s Unified Interface

January 19, 2020 Microsoft Dynamics CRM

What’s Great about Microsoft Dynamics 365’s Unified Interface

One of the beauties of Microsoft Dynamics 365 is its versatility. That versatility is due in large part to Microsoft’s commitment to continue to expand, adding apps that allow modules to connect with one another and handle a variety of business processes. Dynamics 365 Unified Interface (UI) allows a seamless interaction across desktop, mobile, and Outlook.

Prepare for UI

Originally envisioned as the single client interface for all Dynamics 365 apps, UI is the default interface for the Outlook app, the Dynamics mobile app, and all the new Dynamics 365 modules.

Effective Oct. 2020, the Dynamics 365 legacy web client, along with its process dialogues and workflows, will be discontinued. Those organizations using the web client will transition to UI. Microsoft suggests you do that as soon as possible, as waiting until the last minute may prove troublesome. Be prepared and the transition will go smoothly.

Contact BroadPoint today, and we’ll help make sure your organization is prepared for the transition.

Benefit from UI

Since its release in 2017, many businesses have transitioned their Dynamics 365 legacy web client to UI and are enjoying the benefits of the new interface. As soon as your business transitions, you can experience these benefits too:

Improved Navigation: UI’s smaller, space-saving command bar can be customized with icons and colors. The site map, which was hidden in web client, is visible on the left-side navigation bar in UI. The site map is also customizable allowing users to control what they see at the app level for speedy transition between leads, opportunities, and accounts. The area switcher allows users to toggle from one area to another, for instance, from sales to app settings, by clicking the appropriate icon.

Improved Forms: UI replaces sections with tabs, so users can quickly move to different areas within the form. The web client didn’t show how many sections the form contained, and scrolling was required to move throughout the form. With a single click in UI, users can move from overview to specific sections details without scrolling and while remaining in the same position on the screen.

Improved Business Process Flow: UI has less data density than the web client. The process flow is more compact and smoother. UI provides color and formatting options such as bullet points and icons. Additionally, lead fly-outs allow users to easily enter new lead information, which is immediately qualified as soon as it’s entered. Sales opportunities are easier to access. UI’s interactive dashboards are condensed to allow simultaneous visibility of more information and direct interaction with data.

Reactive Design: UI’s reactive design improves users’ ability to see where they are on a page. For instance, when you collapse the viewing pane from extra wide to wide to narrow, all your information automatically reflows to fit the smaller page. At its smallest size, UI stacks information on one page.

These are just a few of our favorite features of Microsoft Dynamics 365’s United Interface. If you are a Dynamics 365 user and want to prepare to transition from the web client to UI, now is the best time. Contact BroadPoint’s experts and we’ll help you through the process.

By BroadPoint, www.broadpoint.net

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CRM Software Blog | Dynamics 365

Service Update 0.12 for Microsoft Dynamics 365 9.0

January 18, 2020 Microsoft Dynamics CRM

INTRODUCTION

Service Update 9.0.12 for Microsoft Dynamics CRM (on-premises) 9.0 is now available. This article describes the hotfixes and updates that are included in Service Update 9.0.12.

MORE INFORMATION

Update package	Version number
Service Update 0.12 for Microsoft Dynamics CRM (on-premises) 9.0	9.0.12.4

To determine whether your organization had this update applied, check your Microsoft Dynamics CRM Online version number. Click the gear icon in the upper-right corner, and then click About.

Update information

Microsoft Dynamics 365 (on-premises) Update 0.12 is now available.

The following file is available for download from the Microsoft Download Center:

Download the Microsoft Dynamics 365 (online and on-premises) Update 0.12 package now.

Service Update 0.12 resolves the following issues:

Repaired Functionality

The following list details issues whose resolutions repair items in Dynamics that are not functioning.

Dynamics

After an SDK request with Claim Based Authentication was successful, following requests failed.*

Knowledge Management

Notes could not be expanded by users with “read only” access to notes.

Unified Interface

When displayed using Internet Explorer with a window width wider than 1600 pixels, single-line textboxes placed in the right column of the first section were overlapped by the second section.

Error Messages, Exceptions, and Failures

The following list details issues whose resolutions correct actions that produce errors, unhandled exceptions, or system or component failures.

Platform Services

Updating Voice of the Customer solutions from the Instance Picker page failed with an error (“The installation of the solution failed. Please try again. If the problem persists, contact customer support.”).*
Performing a regarding record search resulted in a SQL error (“A column has been specified more than once in the order by list. Columns in the order by list must be unique.”).*

To see the entire list of available updates follow this link: Microsoft Dynamics CRM / Dynamics 365 Updates: Release Dates, Build Numbers, and Collateral

Walter Carlin

Senior Premier Field Engineer | Dynamics 365 CE | Microsoft Corp.

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Dynamics 365 Customer Engagement in the Field

Microsoft Dynamics 365 (on-premises) Update 2.14

January 17, 2020 Microsoft Dynamics CRM

INTRODUCTION

Service Update 2.14 for Microsoft Dynamics CRM (on-premises) 8.2 is now available. This article describes the hotfixes and updates that are included in Service Update 2.14.

MORE INFORMATION

Update package	Version number
Microsoft Dynamics 365 (on premises) Update 2.14	8.2.14.10

To determine whether your organization had this update applied, check your Microsoft Dynamics CRM Online version number. Click the gear icon in the upper-right corner, and then click About.

Update information

Microsoft Dynamics 365 (on-premises) Update 2.14 is now available.

The following file is available for download from the Microsoft Download Center:

Download the Microsoft Dynamics 365 (online and on-premises) Update 2.14 package now.

Microsoft Dynamics 365 (on premises) Update 2.14 resolves the following issue:

Repaired Functionality

The following list details issues whose resolutions repair items in Dynamics that are not functioning.

Platform Services

Importing a database with version 8.1.1.1005 to Dynamics 365 version 8.2.5.4 failed.

Sales

When changing the name of a “Product” column and then selecting “Preview”, the Preview window appeared and then crashed.*

Unified Interface

Users assigned the Salesperson role could not capture and log into Dynamics 365.*

To see the entire list of available updates follow this link: Microsoft Dynamics CRM / Dynamics 365 Updates: Release Dates, Build Numbers, and Collateral

Walter Carlin

Senior Premier Field Engineer | Dynamics 365 CE | Microsoft Corp.

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Dynamics 365 Customer Engagement in the Field

The Microsoft Dynamics ecosystem for Millennials – 3 revealing questions

January 14, 2020 Microsoft Dynamics CRM

Millennials are incredibly tech-savvy and expect software to be highly customizable, easy to integrate and rich in features.

Following from the launch of CRMSoftwareBlog’s white paper 21 reasons millennials prefer Microsoft Dynamics, here is our experts’ take on the subject.

We focus on mobility, integration and flexibility,while keeping an eye on Dynamics 365 security and compliance.

1 – What are the main Microsoft Dynamics aspects that attract and retain millennials?

Mobility

Millennials see time as a valuable currency which should not be wasted. They are used to answering emails, making calls, and solving problems on the go. If you put Dynamics 365 mobile version together with flexible company policy, then it is easy to work remotely while commuting, for example, and thus feel more productive and accomplished.

Integration

69% of workers waste up to 60 min/day navigating between apps which is unproductive. Millennials prefer to stay in Dynamics 365 and expect it to connect with other apps around. Luckily, multiple integration options are provided by Dynamics 365 ISVs and consultants.

Flexibility

Younger employees at Connecting Software (customer service and sales management) especially appreciate powerful customization features in Dynamics 365: an opportunity to create tailored pipelines, apply multiple filters and create fine-tuned and detailed reports.

Familiarity

The fact that they know Microsoft products inside out, also means that Microsoft Dynamics is very straightforward for them. Carina Faria, Assistant to the CEO, refers “I chose to work with Dynamics 365 because it is a Microsoft product. I have been using Microsoft products since I was in high school – it is already a routine. I’ve worked with PowerPoint, Excel, Access, Word, Outlook, Skype, One Note, Publisher, so I for me it is natural to continue with Microsoft products“.

2 – What about security and compliance?

“After numerous data privacy scandals, millennials are concerned with personal data issues and its protection. Dynamics 365 provides a robust data security model, and add-on products ensure data protection between D365 and other Microsoft apps.” Thomas Berndorfer, founder and CEO of Connecting Software refers.

Two examples of such add-ons are:

CB Dynamics 365 Seamless Attachment Extractor

The way to keep Dynamics lean & fast and save valuable space by moving attachments to alternative storage. It is crucial that it works automatically and seamlessly: millennials don’t want to be bothered by such optimizations; they just want them to work.

CB Dynamics 365 to SharePoint Permissions Replicator

Incredibly popular with those who prefer to store Dynamics’ documents in SharePoint, this is the out-of-the-box product that ensures the correct permissions in documents in an automatic and worry-free way. It is used by thousands of active users protect their sensitive documents, including in some major financial institutions.

3 – Can I try before I buy?

For millennials, it is only natural that you should be offered a trial before the buying decision is made. For Connecting Software, that is a request that is easy to comply with.

“All our products come with a full free trial” Thomas Berndorfer explains. For example for CB Dynamics 365 to SharePoint Permissions Replicator, you can choose between a SaaS free trial or a self-hosted free trial. With the assurance that before, during or after the trial, you can get in touch with our experts, who are always more than happy to help out with any questions.

xana and anastasia crm 296x300.jpg.pagespeed.ic.KNyw0LhjcY The Microsoft Dynamics ecosystem for Millennials – 3 revealing questions

By Ana Neto & Anastasia Mazur,

Ana Neto – Software engineer since 1997, she is now a technical advisor for Connecting Software.

Anastasia Mazur – Expert on business needs for business software integration and synchronization.

Connecting Software is a producer of integration and synchronization software solutions since 2004 that operates globally.

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CRM Software Blog | Dynamics 365

Microsoft Dynamics 365 for Sales now offered by iCepts

January 6, 2020 CRM News and Info

Microsoft CRM, now called Microsoft Dynamics 365 for Sales, is now offered through iCepts Technology, Inc!

Since 1980, we have been providing business management and supply chain technology systems to small through mid-sized organizations. In addition to Enterprise Resource Planning (ERP) systems from Microsoft, called Microsoft Dynamics 365 Business Central, we have, over time, complimented our product offerings with additional inventory management and business applications such as HighJump Warehouse Management Systems, Microsoft Office 365, Power BI and Infrastructure Technology solutions. We want to be your “one stop shop” for all of your technology system’s needs.

Now with Microsoft Dynamics 365 for Sales (CRM), our clients can access a robust application to effectively manage their customers and prospects with a tight integration to other Microsoft systems that we specialize in such as Microsoft Dynamics 365 Business Central and Microsoft Office. You can have both Microsoft ERP and CRM in one place!

Dynamics 365 for Sales can help organizations stay on track of opportunities, timely follow up on actives and close sales faster through a broad range of advanced Customer Relationship Management (CRM) functionality such as:

Lead Management
Goal Management
Opportunity Management
Real Time Reporting and Insights
Sales Process Management
Account/Territory Management

Learn more about Microsoft Dynamics 365 for Sales

Posted by iCepts Technology Group, Inc. A Microsoft Dynamics 365 for Sales Partner in Pennsylvania.

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CRM Software Blog | Dynamics 365

15 Industry Experts Discuss Why Millennials Prefer Microsoft Dynamics

January 4, 2020 CRM News and Info

With each passing year, more and more Millennials are becoming the driving force in the workplace. Having grown up in a technological age, Millennials are accustomed to the convenience of technology in simplifying tasks, as well as its ability to instantly access information, and they expect to see these benefits in the workplace. This has motivated many companies to implement Microsoft Dynamics, a program with full CRM and ERP functions that help Millennials (and the companies they work for) increase productivity and get results. How has the implementation of Microsoft Dynamics been accepted by Millennials in the workplace?

Notice the remarks of some in the industry:

“Millennials love the mobile-friendly capabilities Dynamics 365 offers them. In the busy world we live in, the need to easily connect to Dynamics 365 from phones and tablets, while still enjoying an easy, intuitive user experience, is critical.” – Alex Quinn, Marketing Manager, BroadPoint

“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.” - Logan Acton, Dynamics 365 Consultant, RSM

“Microsoft provides constant breakthroughs in innovations when it comes to technology — such as AI (Artificial Intelligence), Omni Channel Solutions and much more — and we utilize all of that to provide solutions that work for our clients. – Rob Trigg, VP Sales and Marketing, CRM Dynamics

To hear more first hand reports on this subject and to learn “21 Reasons Why Millennials Prefer Microsoft Dynamics” please visit http://www.crmsoftwareblog.com/millennials to read the full eBook.

Thank you to the 15 Microsoft Dynamics partners that contributed their real world insights to this eBook:

AKA Enterprise Solutions

Arbela Technologies

BroadPoint

CAL Business Solutions

Connecting Software

CRM Dynamics

Express Information Systems

T3 Information Systems

Technology Management Concepts

The Knaster Technology Group

TrinSoft

Talk to these experienced Partners to learn more about how Microsoft Dynamics can help your entire team succeed.

By CRM Software Blog Writer, www.crmsoftwareblog.com

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CRM Software Blog | Dynamics 365

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

Microsoft proposes AI that improves when you smile

December 28, 2019 Big Data

Positive affectivity, or the characteristic that describes how people experience affects (e.g., sensations, emotions, and sentiments) and interact with others as a consequence, has been linked to increased interest and curiosity as well as satisfaction in learning. Inspired by this, a team of Microsoft researchers propose imbuing reinforcement learning, an AI training technique that employs rewards to spur systems toward goals, with positive affect, which they assert might drive exploration useful in gathering experiences critical to learning.

As the researchers explain, reinforcement learning is commonly implemented via policy-specific rewards designed for a predefined goal. Problematically, these extrinsic rewards are narrow in scope and can be difficult to define, as opposed to intrinsic rewards that are task-independent and quickly indicate success or failure.

In pursuit of an intrinsic policy, the researchers developed a framework comprising mechanisms motivated by human affect — one that motivates agents by drives like delight. Using a computer vision system that models the reward and another system that uses data to solve multiple tasks, it measures human smiles as positive affect.

The framework encourages agents to explore virtual or real-world environments without getting into perilous situations, and it has the advantage of being agnostic to any specific machine intelligence application. A positive intrinsic reward mechanism predicts human smile responses as the exploration evolves, while a sequential decision-making framework learns a generalizable policy. As for the positive intrinsic affect model, it changes the action selection such that it biases actions providing better intrinsic rewards, and a final component uses data collected during the agent’s exploration to build representations for visual recognition and understanding tasks.

To test the framework, the researchers collected data from five subjects tasked with exploring a digital three-dimensional maze with a vehicle, as well as synchronized footage of each of their faces. (Every person drove for 11 minutes each, providing a total of 64,000 frames.) Participants were told to explore the environment but were given no additional instruction about other objectives, and their smile responses were calculated and recorded by an open source algorithm.

The affect-based intrinsic motivation model was trained using the subjects’ data, with image frames from the vehicle’s dashboard serving as the input and the smile probability serving as the output. The results of further experiments show that the framework improved safe exploration while at the same time enabling efficient learning; compared with baselines, the researchers’ intrinsic reward policy covered 46% more space in the maze and collided with obstacles 29% less of the time.

“Here we were not attempting to mimic affective processes, but rather to show that functions trained on affect like signals can lead to improved performance,” wrote the coauthors of the paper detailing the work. “In summary, we argue that such an intrinsically motivated learning framework inspired by affective mechanisms can be effective in increasing the coverage during exploration, decreasing the number catastrophic failures, and that the garnered experiences can help us learn general representations for solving tasks including depth estimation, scene segmentation, and sketch-to-image translation.”

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Big Data – VentureBeat

Budgeting for Microsoft Dynamics 365/CRM? Get an Instant Estimate.

December 27, 2019 CRM News and Info

As your company grows, adding clients and customers, opening new markets or new offices nearby or around the world, your legacy CRM (Customer Relationship Management) system may have trouble keeping up. If you’ve outgrown Excel spreadsheets and are ready for a full-function CRM (Customer Relationship Management) solution, the CRM Software Blog has a helpful tool for you.

Microsoft Dynamics 365 is a full-function upgrade from older versions of Microsoft Dynamics CRM. The CRM Software Blog contains dozens of articles touting the advantages of Microsoft Dynamics 365/CRM. But one thing those articles don’t tell you is how much it will cost. That’s what this post is for.

Be aware that when you purchase new software, there is a difference between the sticker price of the software and the total cost of the software, plus installation, plus ongoing costs. The total cost of owning and operating the software is what you need to know up-front for planning and budgeting purposes.

The CRM Software Blog’s Quick Quote Wizard is designed to provide a free, instant, automatic ballpark estimate of the total costs involved in implementing and operating Microsoft Dynamics 365/CRM.

Here’s how the Quick Quote tool works:

You’ll find the orange bar labeled ‘Request Instant Quote Dynamics 365/CRM’ at the top right side of each page of the CRM Software Blog. Click the bar, and you’ll be taken to a screen with a short form to fill out. You’ll be asked basic questions about your type of business, the number of employees who will be using the system, the level of support you’ll require (don’t worry, the questionnaire will help you answer these questions) and any concerns you have unique to your business. Include your contact information and you’re done.

The Quick Quote Wizard will use your information to customize a quote for you, and you’ll receive it automatically and instantly in your email inbox. Along with the non-binding quote, you’ll also receive the name of only one of our expert CRM Software Blog partners in your area who will be happy to answer any questions you may have. Of course, you can choose to work with any partner or none; the name and the non-binding estimate are provided as a convenience to our readers.

The CRM Software Blog Quick Quote Tool can get you started in determining just how much your Microsoft Dynamics 365 system will cost you from the first licensing to long-term support. Simply fill out the quote request form and be well on your way to a deeper understanding of the total cost of owning a Dynamics 365 system from Microsoft.

By CRM Software Blog Writer. www.crmsoftwareblog.com

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CRM Software Blog | Dynamics 365

Service Update 0.11 for Microsoft Dynamics 365 9.0

December 18, 2019 Microsoft Dynamics CRM

Choose your path
Increase your proficiency with the Dynamics 365 applications that you already use and learn more about the apps that interest you. Up your game with a learning path tailored to today’s Dynamics 365 masterminds and designed to prepare you for industry-recognized Microsoft certifications.

Visit Microsoft Learn

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Dynamics 365 Customer Engagement in the Field

Tag Archives: Microsoft

INTRODUCTION

MORE INFORMATION

Update information

Service Update 0.12 resolves the following issues:

Repaired Functionality

Error Messages, Exceptions, and Failures

INTRODUCTION

MORE INFORMATION

Update information

Microsoft Dynamics 365 (on premises) Update 2.14 resolves the following issue:

Repaired Functionality

1 – What are the main Microsoft Dynamics aspects that attract and retain millennials?

Mobility

Integration

Flexibility

Familiarity

2 – What about security and compliance?

3 – Can I try before I buy?

Outlook

Available: Play My Emails and Briefing Email

In preview: Scheduler

Excel

Available: Insert Data from Picture

In preview: Natural language queries

PowerPoint

Available: Live Captions and Subtitles

In preview: Presenter Coach

Here’s how the Quick Quote tool works:

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