Microsoft Dynamics 365 July updates: the SeeLogic digest
July update for Dynamics 365: Round up from SeeLogic
July sees the release of Dynamics 365 Version 9.0 and with it, a host of great new functionality. With such a comprehensive system, there are many updates you may not be aware of, in this article we bring you our round -up of top highlights to look out for. If you are not currently using Dynamics 365 and are interested in finding out more, please contact us to arrange a demonstration or trial.
July release highlights:
There is now a unified client experience between the mobile website and Mobile App. So, it’s now the same experience across all platforms and even when you are using mobile off-line. This will provide users with a seamless experience, no matter which device or entry point.
Enhanced User Interface
Following feedback from users, Microsoft has enhanced the appearance User Interface (UI) and the User Experience (UX). Users of previous versions commented that there was too much white space, there was no ability to wrap long text labels, header text was often cut and there was a non-intuitive input control. In terms of experience, users felt there was a missing visual hierarchy, inconsistent columns and inconstant fonts. Microsoft took heed of these comments and for July has greatly improved UI and UX.
The latest version for July features:
No confusing whitespace
Borders around containers and uniform spacing
Proper visual hierarchy
Intuitive input fields styling
Intuitive styling of tabs
Screenshot of new Dynamics 365 UI
Activity Timeline – New Feature!
Activity Timeline combines activities such as custom activities, posts and notes into a single view. It replaces the Social Pane wall on Interactive Service Hub (ISH). The new Activity Timeline enables users to change the sorting order of activities, it allows users to hide specific notes or posts from a feed and enables users to customise the phone call task form.
Examples of legacy and new activity timeline feature
Customer Service Hub
The Customer Service Hub replaces the Interactive Service Hub. This replacement is Grade-C compliant for accessibility and features design and publish as a role-based app for UI. The configuration enables access to Customer Service web client and UI apps. As well as ensuring Service management & Admin experiences are supported in web client.
The benefits of the replacement from ISH include:
Functional parity with ISH
New interaction patterns
Compatible across device form factors
No wait time for metadata download
Near-seamless upgrade from ISH, with very few manual tasks post-upgrade
Customer Insights with LinkedIn
After the landmark purchase of LinkedIn by Microsoft last year, we are now seeing the benefits of this exciting partnership. Sales Navigator embeds contextual widgets in Dynamics 365. This enables social selling with context from Dynamics 365.
Synching Dynamics 365 data as leads in Sales Navigator with Admin sync functionality
Receive Insights in Sales Navigator based on Dynamics 365 leads
Through these functions you can achieve integrated engagement:
LinkedIn activities in Dynamics 365 to provide holistic engagement history
Content engagement with Pointdrive enabled with Sales Navigator
To read more on this exciting and innovative release, please read the full article here
Dynamics 365 App for Outlook – Enhancements to Pinning
This enhanced feature for July will improve user experience for Pinning. One click set has improved Performance MRU & Pinned Records Appoints. Contacts feature is improved with the ability to track and view Dynamics 365 information. Dynamics 365 information can now be shown for multiple recipients with all its details. This all due thanks to enhanced recipient resolution.
MultiSelect Option Sets
You will now be able to configure and create Multiselect Option Set in an attribute or field. Microsoft is currently working to make MultiSelect Option Sets work on editable grids available for July release. There will no longer be any restrictions on the amount of values that can put in the Option Set however, there will be a restriction on the total number of selection values.
Screen shot of new MultiSelect Option Set
Integration between each of the solutions continues to evolve. The progression with this release includes enhanced:
Rich query and filtering via Power Query
More apps built directly on top of CDS
An audit trial of changes to documents is hugely important when you have multiple users accessing and editing your business documentation. As well as managing version control to avoid errors and keep a record of version history, it is becoming more and more crucial to be able to provide consumers with details of how their records are being maintained and processed. This is particularly pertinent with arrival of GDPR in May 2018.
Audit logging within Dynamics 365 is being enhanced for July in the following ways:
It will be available in near real-time
It will reside in Big Data platforms as well as Dynamics 365
It will include admin operations
It will provide audit log for all data not just entry specific items
It will have OOB integration with SIEM
It will have seamless integration with Office 365
Screenshot of enhancements to Audit Log
Customer Insights – July refresh
July will see enhancements to Customer Insights functionality with development of Customer 360. This will provide a detailed usage drill-down to showcase how users engage with the system or how customers interact with the solution.
Customer 360 enhancements will provide:
Active users by device OS, Client, security role, business units
Ability to monitor entities uses per Active Users
View active users by workload
Screenshot of new Customer Insights usage drill-drown function
Customer Insights July refresh will enhance the data inflow from Dynamics 365, Azure Storage, Exchange Online and Microsoft Social Engagements and the Insights Outflow to Azure Storage, Power BI and Segment export. This functionality will mean combining data sets for a complete 360 view of the customer and the customer journey is achievable and actionable.
A breakdown of enhancements includes:
Customer 360 Enhancements
including Relationships, Relationship KPIs and Session Interactions
Match activities or profiles with customers using contextual info and inferred links and relationships between your data
Predict and business outcome with advanced ML & AI. Plan efficient follow-ups with grading
Identify the right audience for your customers. Utilise the complete customer journey to create segments and cohorts
End of Life features
As part pf the continual development process, Microsoft has identified features that are becoming irrelevant and are therefore, being phased out. Here is a list of deprecation happening in July:
Outlook client (includes Outlook offline, Outlook sync)
Mail Merge Word add-in
Do you have ideas or feedback?
Microsoft aims to help every organisation achieve digital transformation. Part of this mission includes transforming their own solutions based on user feedback. As with the case of Activity Timeline, user feedback is often made a reality. If you’d like to feed into the development of Dynamics 365, visit https://crmideas.dynamics.com and have your say.
Still want to know more?
SeeLogic is delighted to provide you with a demonstration of Dynamics 365 or a free trial to showcase how this innovative solution can transform your business. Please contact us on 01296 328 689 or firstname.lastname@example.org
All images and screenshots reproduced from Microsoft presentation by Greg Olsen “July Updates”
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Dynamics 365 July Webinar
Join us for a Dynamics 365 July Webinar showcasing the latest innovative releases!
A screenshot of new LinkedIn Sales Navigator function, one of many new updates for July.
Microsoft is constantly improving and evolving Dynamics 365 based on user feedback. The latest July release features many exciting updates such as; changes to UI, business edition release, LinkedIn functionality and much, much more. As well as these updates, our senior team are attending this year’s Microsoft Inspire event. This is Microsoft’s largest partner event where the Microsoft team will be showcasing future releases and developments of the product road-map. We will share all the exclusive, non-confidential announcements that we discover during the trip. To follow our story at Microsoft Inspire, click here
Book your place today to benefit from the following insight:
- Updates on the latest July releases for Dynamics 365.
- A round-up of feedback and updates from Microsoft Inspire
- Opportunity for Q & A session with knowledgeable member of SeeLogic team
This webinar is suited to those using Dynamics 365 who are interested in the latest updates to functionality and to those who are considering upgrading to Dynamics 365.
- Date: 21 July 2017
- Time: 11 am
- Title: Microsoft Dynamics 365, July updates
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Microsoft Inspire: Preview
Microsoft Inspire Preview: Follow the event with SeeLogic
Microsoft Inspire is at Microsoft’s largest partner event, attended by Microsoft partners from all across the globe. The event runs 9 – 13 July and is held in Washington D. C.
The event is on a colossal scale and features a total of 716 sessions and 572 hours of planned content. While we can’t possibly cover it all, we will provide as much as possible in our daily round-up of highlights plus provide an overview following the event. With so many releases and developments of Microsoft solutions and applications, this is a great opportunity to keep up-to-date.
An info-graphic to highlight the scale of the event from Microsoft.com
Microsoft Inspire Preview
Saturday and Sunday were event check-in and registration days with a chance to take a look at the expo and attend a welcome reception. There was also an orientation session for those attending the conference for the first time.
Monday sees the opening vision keynote and kick-off of the event in earnest. Follow us here to read our daily highlights. If you are interested in upgrading to Dynamics 365 and would like a free demonstration or trial, please contact us on 01296 328 689 or email email@example.com
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Microsoft Dynamics 365 for Operations – July updates
Dynamics 365 for Operations is a revolutionary business application which fully integrates CRM and ERP to provide enhanced functionality for large businesses and enterprises. Dynamics 365 for Operations will increase your speed of doing business. Designed for large global industries such as; Manufacturing, Retail, Finance and IT, Dynamics 365 for Operations delivers smart capabilities and scalability.
Dynamics 365 for Operations is comprised of the following components:
· Supply Chain Management / Distribution / Manufacturing
· Talent (HR/HCM)
Following the launch of Dynamics 365 back in November 2016, Operations has seen a host of updates and benefits being rolled out. In the July 2017 update, the two most significant to note are the new purpose-built Retail and Talent components. Organisations are now able to opt-in to these modules independently of the other Dynamics 365 for components, making the solution more appealing for small to medium-sized organisations.
Microsoft Dynamics 365 for Operations – July 2017 New Talent & Retail Apps
Enterprise Edition, Talent
Talent is a new point solution built on core HR capabilities in Dynamics 365 for Operations enabling organizations to strategically attract, empower and optimize your workforce to achieve high-impact, sustainable business results by:
• Finding and hiring the most qualified people for your organization.
• Keeping your people engaged, growing, and working for you.
Features of this component include;
• Configurable HR process and workflows
• Personalized, role-based talent experience
• Improved hiring process to shorten time-to-fill roles and reduce cost-to-hire
• Engaging on boarding experience for new hires
• Deep integration with LinkedIn Talent Solutions[/vc_column_text][vc_column_text]
Enterprise Edition, Retail
Dynamics 365 for Retail helps retailers get ahead in today’s competitive environment with tools that invigorate their retail operations, facilitate a connected employee experience, and delight customers with exceptional shopping experiences, resulting in positive business impact and growth. Key benefits include;
• Increased same store sales through cross sell and up sell with intelligent recommendation engine
• Ability to engage your customers by surfacing in app notifications like promotions based on beacon technology
• Ability to empower your employees to streamline work and learn the customer
• Optimised strategy and cost analysis
Key features of Enterprise Edition, Retail:
• Unified commerce across all channels – Social, Online, Physical stores, Mobile and Call centre
• Modern cloud-ready POS
• Workforce management
• Promotion and Product management
• Buy online and collect in store functionality
• Centralised channel management
If you are interested to see how Microsoft Dynamics for Operations can revolutionise your business and would like a free trial or demonstration, please contact us online, phone 01296 328 689 or email firstname.lastname@example.org.
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What’s new with Microsoft Social Engagements – Dynamics 365 July Updates
Microsoft Social Engagement is a fantastic social listening tool available through certain Office 365 subscriptions. Social Engagement enables a user to track sentiment, influencers, detractors, popular phrases to boost the marketing effort. With a key focus on actionable insight, Microsoft Social Engagement has many useful features such as Social Selling function to help users respond quickly and directly to potential new prospect. A key new feature for Summer that we are excited about is Social Selling Assistant, this will really help empower sales teams. To find out more about all the great Social Engagement updates, please continue to read below or contact us for more information.
Social Engagement updates for Summer ‘17:
Service and product improvements
There have been no major infrastructure changes, however, there have been several user-facing changes. Microsoft is committed to user-experience and the product is continually refined, based on customer feedback. Changes for July include:
· Improved loading times for Search Setup page when there a large number of search topics.
· Improved user experience when working with maps
· Improved provisioning Social Engagement in some countries/regions.
· Improved Social Selling Assistant in private browsing mode on an iOS device.
· Improved global notifications in Social Selling Assistant when using IE11.
· Improved timespan drop-down in Activity Maps.
· Enhanced Settings > Global Settings > Location Groups with missing tooltips.
· Improved Search Setup when editing search topic categories using Firefox browser.
· Enhanced Settings > Social Profiles with missing tooltips.
· Increased contrast ratio on re-tweet dialog for better readability.
· Increased line spacing within paragraphs on posts displayed in Social Centre and Social Selling Assistant for better readability.
Engagement Analytics with Power BI
Microsoft is extending the recently introduced Power BI content pack for Social Engagement with the new Engagement Analytics report; adding to the Engagement Performance and Team Performance reports previously released. The Engagement Analytics report provides you additional insights regarding your engagement on social media with metrics based on location, sentiment, tags and authors. The data model is also enhanced to include these additional dimensions giving you more power to explore and analyse your Social Engagement data.
Power BI content pack for Social Engagements
Microsoft Social Engagement introduces the Microsoft Power BI content pack to get insights about your engagement and team performance on social media. This content pack is designed specifically for community managers, providing performance metrics for engagement actions taken from within Social Engagement. Track metrics, such as number of actions taken and average response times, and get visibility into the performance of each member of your team. Power BI automatically creates the dashboard and reports that give you a great starting point for exploring and analysing your Social Engagement data.
Conversation view for private messages and Twitter Replies
Starting with this update, Social Engagement shows you any conversation that involves private messages (Facebook or Twitter) and Twitter replies of one of your social profiles. It displays the back and forth between two authors sorted by showing the latest post first. At the top, you will see the two authors, including the one that belongs to your team. It also shows the team members who answered as that social profile.
Improved usability with Social Selling
Microsoft has adapted the forms in the Social Selling Assistant configuration and Social Engagement Settings Page User Preferences to industry standards. When editing those forms the Save and Cancel buttons are now the bottom of the input form. Additionally, the main navigation now contains a direct link to the Post view in Analytics, filtered for private messages, so you can get to your customers’ messages in a single click.
Get Insights with Social Selling Assistant
The Microsoft Social Engagement Social Selling Assistant introduces a new recommendation type: Get Insights. This adds to the existing recommendations for sharing content. This new type provides recommendations for posts about your customers, competitors, and other topics of interest, so you can stay on top of the latest developments. With this addition, you can now get a separate set of recommendations for sharing content and insights
Sell more with Social Selling Assistant
Microsoft Social Engagement introduces Social Selling Assistant, to empower your salespeople to sell more by leveraging social media. With this application, your salespeople get personalised and smart recommendations to share on their social networks to enable them to increase their social presence, gain trust from their followers, and generate more leads.
You can access Social Selling Assistant from within Microsoft Social Engagement and install it from Microsoft AppSource into your Dynamics 365 for Sales application. The AppSource app adds a new dashboard that contains the Social Selling Assistant. Salespeople can access this dashboard from the Dynamics 365 web client, as well as from Dynamics 365 for tablets. Dynamics 365 for phones is currently not supported.
Share a post with LinkedIn
With this release, you can add your personal LinkedIn account as a social profile. With it you can share any public post in Microsoft Social Engagement to your professional network on LinkedIn. Your LinkedIn social profile will be available for the post action Post Link. When you share to LinkedIn, you can choose between two visibility options: show the post to everyone on LinkedIn or to your network only. This post action is available across all Microsoft Social Engagement services, including the newly released Social Selling Assistant.
Other updates Social Engagement updates include:
– User interface is now available in Japanese and Chinese languages.
To read the full list and details of latest Microsoft Social Engagement updates, please click HERE
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Updates To Dynamics 365 – LinkedIn Sales Navigator
What’s coming with Dynamics 365 for Sales and LinkedIn Sales Navigator
Dynamics 365 for Sales is the ultimate solution for sales teams.
Microsoft Dynamics 365 for Sales will help turn relationships into revenue. This sales management solution has been specially designed to give sales professionals and sales teams the edge, to win new business and close deals quickly.
Last year, Microsoft acquired LinkedIn for $26bn and expectations were high for how the leading professional network platform would be integrated into Microsoft’s offering. With the Summer ‘17 updates to Microsoft Dynamics 365 for Sales, Microsoft has introduced LinkedIn Sales Navigator. This exciting new feature ensures sales professionals can stay on top of their customers in addition to finding new customers via team contacts. Dynamics 365 also allows Sales App users to view company LinkedIn accounts and customer profiles within the application to keep up with the latest lead and account updates. This is a major step forward in functionality and enables organisations to further enrich their data.
Updates now include;
• Mentions on newsfeeds
• Shares of company posts
• Job changes from your followers
• Recent activities
Discover new leads with Lead recommendations within LinkedIn Sales Navigator
Within LinkedIn Sales Navigator you are provided with recommended leads, to help you find the right prospects in your targeted accounts. With over 500 million members on LinkedIn, this feature can prove very useful for discovering key decision makers in target businesses.
TeamLink – Manage team connections through LinkedIn Sales Navigator
TeamLink helps connect you with prospects you’d like to meet by showing you the best and most efficient routes to an introduction. Those routes can be through your direct connections and through people in your team, even if you aren’t directly connected. That means TeamLink harnesses the power of your entire team’s network, your network will also grow automatically when your team does.
When you view a profile, TeamLink identifies and shows you the people within your team you can ask for an introduction. You can then click the ‘See Who’ link in the TeamLink panel from a member’s profile where you have at least one connection.
Sync your data using LinkedIn Sales Navigator
With this update, you can import your Dynamics 365 accounts into LinkedIn Sales Navigator, this means you can log sales navigator activity straight back into Dynamics. Using this feature, you can manage your relationships at scale, increase your sales pipeline, keep all your data in sync and engage clients with relevant contact throughout their account lifecycle.
Activities which can be synced into LinkedIn Sales Navigator include:
• InMail and Messages
• Opportunity and account notes
• Mobile phone calls
If you would like to discuss any of these new updates or have a free trial of Dynamics 365, please complete the form below.
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Microsoft Dynamics 365 Customer Insights Updates – July 2017
Dynamics 365 for Customer Insights updates for July 2017
What is Microsoft Dynamics 365 for Customer Insights?
Leveraging Microsoft Azure, Customer Insights is a SaaS service which brings together your businesses data from several sources. This helps generate 360-degree customer insights and knowledge which you can analyse and act on.
When connected to Microsoft Dynamics 365 apps, Customer Insights enables you to model interactions with customers based on transactions, events and activities and define KPIs to measure business success. There’s no more having to keep spreadsheets up to date – Customer Insights manages the data ingestion, modelling, analytics and keeps the KPIs and insights up-to-date, recalculating them every 15 minutes so you and your team are always kept up-to-date.
The Customer Insights application can generate detailed and powerful visualisations that can be customised for a target audience. Businesses can create multiple views based on specific profiles, these can deliver information and insight into business processes. For instance, a bank can create a customer-specific view for tellers in their front-offices, and aggregated views for managers or analysts in the back-office.
Customer Insights also offers tools that leverage insights about customers to empower Marketing, Sales and Servicing teams with better targeting, productivity and conversions, which allow them to offer a more personalised service.
Microsoft Dynamics 365 Customer Insights updates for July 2017
Microsoft has released some key Customer Insights updates in their July 2017 release, these are:
- Introducing Office 365 connector or exchange online (Email and Calendar)
- Analytics based on context and confidence by matching records from diverse sources.
- Leverage PowerBI for data visualisations and PowerApps for composition.
If you would like more information about Microsoft Dynamics 365 for Customer Insights or would like to book a free trial or demonstration, please contact us online, by phone 01296 328 689 or email email@example.com.
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Understanding Microsoft Dynamics Relationship Insights
Dynamics 365 Relationship Insights
Relationship Insights is a brand new, out the box feature powered by machine learning to provide even more insight into your customers.
Information on another exciting update for Microsoft Dynamics 365 has been released, here at SeeLogic we believe this will revolutionise the way you manage your business relationships.
Relationship Insights saves you having to spend time and money building reports, analysing data or custom development to better understand your customers. Relationship Insights constantly analyses the data loaded onto D365 and provides timely, actionable ‘next best suggestions ‘based upon sentiments, contact frequency, time spent with customers and number of emails exchanged.
This new feature includes four sub features, which all work together to give you a wide breadth of insights throughout the customer lifecycle.
The relationship assistant is constantly working behind the scenes, monitoring your activities, data records, plans and customer communications. Using this data, relationship assistant can provide insights which enable you to prioritise daily tasks. These insights will also indicate any adjustments needed to ensure effective customer communication going forwards.
Using data collected by the relationship assistant, email engagement can recommend email templates based on previous open and reply rates. This feature not only helps you generate more effective emails, it will also show how your contacts interact with them. Using this data, you can prioritise the projects/customers that are most engaged.
This feature helps you monitor the health of your relationships in D365. Using the open opportunities dashboard, D365 will show whether the relationship is in good, fair or poor health. This function uses data collected by the relationship assistant to provide you accurate and actionable insights into your customers. With this data, you can use the relationships insights bubble chart to prioritise at risk customers.
With this new update, Dynamics 365 can now analyse your inbox on Microsoft Exchange. The system searches for messages to or from relevant email addresses, it will then present those messages in Dynamics 365. Each message will remain private unless converted to a tracked mail, tracked emails are visible to the rest of your team in D365.
Keep checking the Microsoft Dynamics road map, to find out when this amazing new feature will be available to you.
If you would like to find out how Microsoft Dynamics 365 can revolutionise your business, please contact us
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Microsoft Dynamics 365 is an award-winning solution!
Microsoft Dynamics awards; D365 is an award-winning solution!
In this article, we look at some of Microsoft Dynamics awards won so far this year. At SeeLogic we pride ourselves on only offering the best CRM solutions to our customers. We are pleased to announce that Microsoft Dynamics 365 has won several prestigious awards throughout the first half of 2017.
CRM magazine Product of the Year for Customer Service & Support (2017)
The CRM Magazine awards are judged by a panel of industry analysts who evaluate products based on; functionality, company reputation, reputation for customer satisfaction and their 5-year software and maintenance costs.
Some comments from the judges:
Principal Analyst Ian Jacobs “’product design remains strongly focused on usability, with a reputation for a better cost structure than much of the competition.’ Furthermore, its road map ‘shows a strong commitment to customer experience–focused developments.’”
Forrester VP and Principal Analyst Kate Leggett “Microsoft’s web support solution offers strong process guidance, good omnichannel capabilities, and robust knowledge management at an attractive price.’ She adds that it has ‘an exciting product direction focused on embedding intelligence and prescriptive advice into its core solutions.’”
Mitch Kramer, senior vice president and analyst at the Patricia Seybold Group, notes Microsoft has “’collected all of the high-end apps, offering cloud deployment and including new and useful technologies’ such as artificial intelligence (AI).”
CUSTOMER magazine 2017 Product of the Year Award
CUSTOMER magazine is published by TMC, a global integrated media company. The CUSTOMER magazine Product of the Year award recognises vendors who are advancing CRM, telesales and call centre industries one solution at a time. The award showcases products which enable users to exceed expectations.
Rich Tehrani, CEO of TMC stated: “Microsoft Dynamics 365 has proven deserving of this elite status, and I look forward to the continued innovation from Microsoft in 2017 and beyond.”
Other notable awards in 2017
Microsoft Dynamics 365 has received other early 2017 awards including the 2017 CRM Watchlist Elite award and two Stevie® Awards for Dynamics 365 for Sales and Dynamics 365 for Customer Service. The volume of Microsoft Dynamics awards is testament to the innovation and commitment to digital transformation that Microsoft has pledged.
If you would like to know how the award-winning Microsoft Dynamics 365 can revolutionise your business contact us for a free trial or demonstration.
Talk to us on 01296 328 689
Or Email firstname.lastname@example.org
For more information see Microsoft press releases: https://community.dynamics.com/b/msftdynamicsblog/archive/2017/03/09/microsoft-dynamics-365-wins-2017-customer-magazine-product-of-the-year-award
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Increasing sales productivity with Office 365
The tools and apps available through Office 365 are powerful productivity extensions to CRM. In the following blog we take a look at some of these apps and how they can be combined for increasing sales productivity.
In this example, we take a look at how the tools can be used to empower your sales team and increase day-to-day efficiencies. The integrated Office 365 features support an end-to-end sales process from enquiry.
View contextual CRM information within Outlook
With Dynamics 365 and Office 365, you can now view contextually rich information about your contacts from Dynamics 365 straight from within Outlook. This includes any up-coming appointment opportunities about to close or open cases that you should be aware of when speaking to clients.
Nurture the lead with a follow- up call via Skype for Business
Now the enquiry has been received and tracked, it’s time for a follow-up call to gather further requirements. This can be done through Skype for Business either as voice call or video call. Skype calls and follow-up activity can be recorded within CRM, providing a centralised view of all the interactions you have had with your opportunity
Capture all the details with OneNote
Whilst on the Skype call or during a meeting you can record notes directly on OneNote. These can be synchronised with CRM, utilising Microsoft’s Common Data Service or shared the customer or colleagues. With OneNote there is no need to lose track of what was said or forget a crucial customer requirements.
Keep the team updated with Yammer
Keep team members in the loop with any deal updates by sharing the latest news in Yammer and allow other members of the organisation to contribute crucial information for sales proposals. This secure and private collaboration tool can only be accessed by team members and colleagues.
Discover with Delve…
Sales teams can easily discover relevant documents through Delve and OneDrive for Business. Has a prospect just requested a price list? No problem, before you have even opened the email, Delve has already provided a link to the latest version of your pricelist within Outlook, ready for you to respond! Collaborate across the organisation with support from Office 365 Groups and create real-time proposals as a team.
…collaborate with SharePoint
SharePoint provides a central repository for all CRM documents, so versions can be tracked and members of the team who do not use CRM can access crucial information directly from SharePoint. Manage versions, and restrict sensitive competitive information by leveraging Office 365’s Information Rights Management security features, i.e. by disallowing information to be printed or shared beyond specific users.
Manage the pipeline with Excel
Quickly update the sales pipeline by exporting to Excel online and quickly updating close dates, sales stages, estimated revenue and more without the need to go into individual records. Simply press save, and the information is automatically updated within CRM. There are many more ways that tools can be combined and used. With the increasing range of apps from the Microsoft AppStore, the opportunities for collaboration and increased productivity continue to expand. We will release further examples of tool & app combinations that can improve and enhance all business processes.
If you are looking for an upgrade or to purchase further licences, please contact us on 01296 328 689 or email@example.com. SeeLogic is a gold certified and leading UK Microsoft partner, we can help you with all aspects of your CRM project.