Getting Accustomed with Microsoft Dynamics 365 v9.0 CRM

Microsoft Dynamics 365


The software package which deals with customer relationship management for Microsoft is known as Microsoft Dynamics Customer Relationship Management. This software is developed by Microsoft to focus on Marketing, Services, and sales sectors. Although Microsoft encourages its partners to utilize its .NET based framework for further customization. It especially uses the XRM platform as its Dynamics CRM for marketing purposes. It is available in most of the existing languages which Google can identify and is licensed under Trialware. Dynamics CRM, being a server-client application, is accessible by Microsoft Outlook or clients may use generals web surfing browsers too. Interfaces for extensive web services are also supportable by Dynamics CRM. Its first stable version was released in May 2016, with the name 2016 Update 1(Service pack 1).

Features introduced in the latest update

The Dynamics 365 version 9.0 was introduced in July 2017 and has lots of exciting and appealing features. Its CRM experiences a huge number of enhancements which are designed to make its sales and marketing sectors more precise. Features which makes Microsoft Dynamics 365 version 9.0 so appealing are as follows:

  • Unified User Interface

Microsoft launched a new User Interface which is much more friendly and appealing to their clients and enhances the CRM’s accessibility while being consistent with its performance level. The new User Interface provides its clients with attractive layouts and grids comprising the fields, clear navigation facility while retaining its former classy white background. As time went on, Dynamics 365 CRM made its impact on various interfaces like Interactive service Hub, Microsoft’s own Outlook, on regular web browsers, as well as on mobile app(MoCA) too.

The new Unified User Interface provides its clients with an end design much more adaptable which deals with the accessibility of browsers, device-related problems, and screen-size conflicts between web and mobile. As per the new design of the User Interface states that the CRM can present contents in such a way, it can suit itself up according to the changes made in available space.

Further enhancements were made in the Business presence indicator part which is Skype and is supported across all web browsing applications. Mobile phones experiences create OneNote functionality. Like Interactive Service Hub, there is an improvement noticed while filtering dashboard charts and drill-down.

  • Introducing Activity Timeline control API Awareness

One of the many important features of Dynamics 365 version 9.0 CRM is its new timeline control which is most likely to replace the legacy web client’s social pane. Earlier, the Social Pane was inaccessible programmatically which hassled its clients to click on the ‘Activities’ section in order to refresh it. Thanking Microsoft for the new so-called ‘Timeline wall’ which accepts methods like getLabel, getVisible, setFocus, setLabel, getControlType, setVisible, getName and lastly refresh.

While using the mobile application, the CRM can attach audio, video as well as camera images to the wall. In this update, the activity feeds are accessible on mobile too(which previously was only web accessible). It further features include downloading the inlines or displaying attachments without even opening an electronic mail. It notifies you about the feeds you missed based on the last time you logged in.

  • Virtual Entities

While run-time, when the CRM reads an external data, it does not store it in Microsoft Dynamics 365 Database. Instead, it creates a metadata box, when a client creates an entity owned by the organization, the CRM indicates it as virtual. Actually, this virtual data represents an alternative approach to data replication and can be included in work streams of Microsoft Dynamics 365 CRM. This is useful for Business Process Automation.

  • Customer Service Portals

It is the evolvement of the Interactive Service Hub experiencing many enhancements along with a redefined look and crispy feel. Presently available as a mobile App. Clients do not have to wait to download metadata, which is one of the new CRM’s best feature.

  • LinkedIn Sales Navigation Updates

A client can gear up the LinkedIn functionality while the data for his or her Contacts, Leads, and Accounts gets synchronized. This feature brought a huge relief for the sales and campaign conflicts. Not only company and personal data, Dynamic 365 can also track InMail along with normal messages, tasks, and appointments.

  • Customer Insights

This feature is provided by Microsoft to help out their clients to understand and interact with their customers at a better level. It helps the clients providing them with insights and analysis by an intellect. Dynamic 365 CRM’s Customer Insights takes in big data, analyzes it, then provides us with a rough view of their customers and potential customers.

  • Activity Logging

This feature tracks and captures interactions and actions with their client’s administrative operations, data, and conflicts while trying to log in via a different device. Activity logging gears up with Compliance Centre and Microsoft’s very own Office 365 Security.

  • Improved Business Process Flow

With the launch of the new User Interface, the docked and floating mode display showcases the business process flow at its best. This feature introduced the vertical layout of stages, which gives a good outlook of stages required to be finished before moving further, with an ease.

Thus with all these amazing features, customers are sure to be happy to explore a whole new world with the new and updated Dynamics 365 v9.

This article is shared by Microsoft dynamics crm consultants to explain Microsoft Dynamics 365 v9.0 CRM. If you have any doubt or want to know more about the technology, kindly comment below.

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About the Author: Gill Tom

A Blog Where you can find software solutions, information, tips and latest technology updates which makes life easier.

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