The best way to get engaged on dynamic 365 with the most awaited customer engagement

The New release on Dynamics 365 is a Sales and Business edition. The new sales application design serves the small-to-medium sized business. It is built on a Unified Interface which meets the requirements of different users and their perspectives.

dynamic 365

The application uses responsive web design principles that are instant. The instant setup can perform automatic integration and configure Exchange online and SharePoint. The Setup is also capable of importing data.

Let us encounter some more features that would have its way this 2017,

  1. Form Designer
  2. View Designer
  3. Theme designer
  4. Product Catalog
  5. Duplicate detection

Entities Specific For ISVs:

Dynamics 365 for sales, business edition uses a couple of entities. These entities are not the ones that already exist in Dynamic 365 platform. You can make use of the entities except for the ones that are part of Dynamic 365.

The entities are as follows,

  • Accounts
  • Contacts
  • Leads
  • Opportunities
  • Quotes
  • Invoices
  • Activities
  • Products

What Benefits The User With Customer Engagement?

The Sales app converts lead to customers helping small and medium scale businesses. The app could also convert lead, account, contacts and task management. There are chances and relevance for the user to access the customer information. Also, understand the current scenario of the relationship. The sales team could pertain access of customer details from anywhere and anytime. The standard business operations serve better with tasks and converts leads to customers.

Let us find some of the tools that help to manage these activities in a better way,

Data Management Tools:

How does data management deal with the sales app?
The purpose and the use of import wizard can help with a quick derivation of data. With the help of standard Data Import Templates or .CSV files you could import data faster.

Detection of duplicate content ensures avoiding the occurrence of duplicate data on your system.

Office 365 Integration:

Making use of Office 365 tools help to join hands with employees and customers. There is a possibility of sending emails through Dynamics 365 for sales. Exchange online menu helps them with sharing of texts. This shares the sales materials with employees and customers through SharePoint Online.

Collaboration Tools:

Start instant access with customers or employees through Skype /through Skype for business. There are possible ways to send texts or call your colleagues in your organization. Also, find the status of your users in your organization.

Analytics Tools:

The dashboards provide visuals and sales related data. Whereas, charts provide the visual display of information to understand the visual screenshots. Which would be an explanation of the high-level analysis of your data.

Enterprise Edition Trending With Dynamics 365 Online:

The following are the areas of concentration on investment;
UX enhancements improve readability on web apps and make data entry swift.
Elasticity and application platform enhancements, with improvements in security and data management.

Provided there are enhancements on in-app designer tools that permits admins. Proceeding with customization of tailor application using a graphical interface substituting codes.

New Application Provided With Unified Interface Framework:

The release has predicted to have an investment on new Unified Interface framework. This renders standard experience on new applications. The design of UI framework from the scratch with open-mindedness helps with,

  • People who are screen readers could skip to content.
  • Plugin users achieve great results.
  • Browser plugin users skip to selective areas of the page.
  • Keyboard users can save time and energy using the tab key.

Let us have a look at the application that implements Unified Interface,

Dynamic Mobile App:

The Mobile app built with Unified Interface provides flexibility and responsiveness over design. The users need not download nor update the app on the store. But, receives functionality through Dynamic 365 server on an update of the current version.

The new application makes use of the following,

  • New navigation
  • action on record
  • iFrame and web resource support on phones
  • Continuum support – Windows Phone
  • Mobile Offline

The Flexibility And App Platform:

The functionalities on in-app tools allow users to access the apps through GUI. And neglects writing codes.
The App designer with UX update simplifies functionalities of admin and developers. There are updates on the Apps landing page and Sitemap Designer.

You could analyze them in brief through,
Related: App Designer & Sitemap Designer.

What Turns Unified Service Desk Significant?

At Last, The Unified Service desk needs a complete change that makes it significant.

What made it turn to be one such?

Error Diagnosis To Audit & Diagnostic Setting Area:

In the later version, the error diagnosis report had an options area on Unified Service Desk. Releasing the ease configuration the error diagnosis turns to Audit & Diagnostic Settings Area.

Jaws Screen Reader Support:

Make use of Jaws version 18 for Windows screen reader apps with Unified Service Desk client.
To know more on accessing Unified Service Desk for Dynamic 365, follow the link.

Related: Unified Service Desk.

Final Verdict:

[NOTE: This documentation is a prediction and might change]
To make customer engagement a brilliant achievement with dynamic 365. And to make sales and business editions to be a better experience the sales app has taken its way. There are predictions of the stated functionality to take place. Involving them would be a greater achievement on Dynamic 365 this year.

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Author: K2B Solutions

K2B Solutions is one of the trusted Web Design Company offers Website Designing, Mobile Apps Development, Web Development, eCommerce Website, Web 2.0, Custom Mobile Website and Search Engine Optimization at most affordable price. Call +91 44 4203 3302

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