CRM

Dynamics 365 (Preview) app for Windows comes with offline access

The Microsoft Dynamics 365 (Preview) app for Windows is optimized to help your team stay productive whether they're connected or working offline. The app provides your salespeople, agents, and supervisors with tools they need to track their tasks, arrive prepared...

Sales accelerator brings digital scalability within reach

It's no secret that fully embracing digital sales experiences is increasingly necessary to stay in the sales game. By 2025, this shift will be business as usual. What does this mean for sales organizations? Gartner analysts breaks it down...

Enable digital selling with the sales accelerator in Dynamics 365 Sales

In the past, many sales organizations looked at customer relationship management applications simply as process-driven data repositories or systems of record. Sales reps spent hours manually entering data and had less time to build profitable relationships and actually sell....

Enable a new level of B2B digital sales excellence with Dynamics 365 Commerce

Truly engaged, always connectedAt this year's NRF, many retailers are taking the time to reflect on the learnings from 2020 and the road ahead for 2021. It's hard to believe that only 12 months have passed since we disclosed...

Enable the Dynamics 365 Sales Preview mobile app in Advanced Settings

Although it may seem counter-intuitive, now that many people are working from home at least some of the time, having a streamlined mobile app for your sales team has become critically important. Whether they're in the office, in their...

Build targeted user experiences efficiently by using app profiles in multisession apps

If your service organization needs to create your own targeted combinations of channels and tools for your agents, starting with October 2020 wave 2 release, you'll be able to take advantage of the app profile manager capability in multisession...

Examples of extending Dynamics 365 Customer Insights with Azure ML

Dynamics 365 Customer Insights offers a platform to integrate customer data from various sourcesinto one unified view.This unified data presents a perfect starting point for building custom machine learning(ML)models to generate key business metrics. In an earlier blog, we...

Extending Dynamics 365 Customer Insights with Azure ML-based custom models

AI-enabled Dynamics 365 Customer Insights helps unifying data from multiple sources within an organization and generates a single, end-to-end view of the customer. This 360-degree customer view can be used to discover insights to optimize customer engagement and drive...

Block time off for resources on the schedule board without changing the working hours

I was recently chatting with a dispatcher who expressed that they would like to block time off on the schedule board for resources without needing to interact with the working hours. I am switching gears on this post putting on...

Microsoft Dynamics 365 Banking Accelerator adds BIAN API implementation

Following the general availability release of the Microsoft Banking Accelerator in July, today we are releasing additional API sample implementations to provide interoperability with Banking Industry Architecture Network (BIAN) API service domains for consumer loans and collateral. BIAN is...
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New in the CoE Starter Kit: Review the impact of DLP policy changes

Data loss prevention (DLP) policies act as guardrails to protect information security in the tenant and help prevent users from...
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