Dynamics Day 2016 - Microsoft Dynamics 365 sales and customer service (CRM) 2017 roadmap
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The document outlines updates to the Dynamics 365 sales and service roadmap, highlighting features such as sales relationship insights, unified business processes, and mobile sales tools. Key advancements include customer insights through machine learning, connected field service capabilities, and scheduling optimization for efficiency. Additional features mentioned are project service automation, editable grids, integrations with Outlook, and migration processes to cloud services.
Dynamics Day 2016 - Microsoft Dynamics 365 sales and customer service (CRM) 2017 roadmap
- 1. Dynamics 365 Sales and Service Roadmap Update Guy Riddle Rowan Miller
- 2. Dynamics 365 – Sales and Service Roadmap Update Sales Relationship Insights Unified business process Gamification Mobile sales Document suggestions Social Service Portal Customer Insights Machine Learning Connected Field Service Scheduling Optimisation Project Service Automation Platform Editable Grids Dynamics 365 App for Outlook Backup and Restore Data Warehouse Office 365 Integration Cloud migration
- 3. Dynamics 365 – Sales and Service Roadmap Update Sales Relationship Insights Unified business process Gamification Mobile sales Document suggestions Social Service Portal Customer Insights Machine Learning Connected Field Service Scheduling Optimisation Project Service Automation Platform Editable Grids Dynamics 365 App for Outlook Backup and Restore Data Warehouse Office 365 Integration Cloud migration
- 5. Unified Process Designer Visual designer for Business Analysts Business process flows Task flows Portable business logic Actionable rule-based recommendations Portable business logic collaboration across teams.
- 6. Gamification Participate in individual and team-based games Updated user interface Increased productivity, engagement, and performance as well as user adoption of business applications
- 7. Mobility
- 8. Document Suggestions Discover documents that are relevant to your current work Based on record similarity rules Copy the most helpful documents to your record repository
- 9. Social Engagement Auto tags and adaptive learning on tags Chinese and Japanese sentiment analysis Smart data sets Instagram as a new source Automatically assign posts
- 10. Dynamics 365 – Sales and Service Roadmap Update Sales Relationship Insights Unified business process Gamification Mobile sales Document suggestions Social Service Portal Customer Insights Machine Learning Connected Field Service Scheduling Optimisation Project Service Automation Platform Editable Grids Dynamics 365 App for Outlook Backup and Restore Data Warehouse Office 365 Integration Cloud migration
- 11. Customer Insights Customer 360º Customer knowledge & interactions Pre-built integrations Bring your own data Build your own applications Insights for each business role
- 12. Machine Learning Auto-suggest of relevant knowledge articles Case topic analysis Cross-sell / up-sell recommendations First element of democratising AI
- 13. Connected Field Service Enabling any CRM entity to be IOT enabled Diagnosing and fixing issues remotely Automating the process of responding to service alerts Proactive service experience for customer
- 14. Scheduling Optimisation Automatically Schedule work to the most appropriate resources while optimizing to fit in the most appointments per day. Automatically scheduled for things like time travel, distance, or even service level agreement with a customer Schedule gets re-optimized in real time to ensure the field service is efficient
- 15. Project Service Automation MS Project integration Actuals integration with Dynamics 365 Operations Exchange booking integration
- 16. Dynamics 365 – Sales and Service Roadmap Update Sales Relationship Insights Unified business process Gamification Mobile sales Document suggestions Social Service Portal Customer Insights Machine Learning Connected Field Service Scheduling Optimisation Project Service Automation Platform Editable Grids Dynamics 365 App for Outlook Backup and Restore Data Warehouse Office 365 Integration Cloud migration
- 17. Editable Grids In-Grid editing of records Web client and Mobile Home-grid or sub-grid level Navigate using keyboard or mouse Configurable business logic
- 18. Dynamics 365 App for Outlook Enhanced user interface One-click Track and Set Regarding Display Dynamics 365 data when composing e-mails Outlook App for Mobile* * CRM Online and Exchange Online only
- 19. Backup and Restore Backup to Azure storage Download & connect to On-Premise Secure transfer
- 20. Data Warehouse Replication of data to customer owned stores Supports variety of data stores Full fidelity replication Visibility & diagnostics Data recovery, reset & rebuild
- 21. Office 365 Associate to existing group Auto-update group membership Guest-access scenarios
- 22. On-premises to Cloud migration Guided Process to move to CRM Online Mechanism to bring CRM on-premises database to Azure as a staging area CRM Online On-Premise CRM CRM on Azure
- 23. Future Roadmap http://crmroadmap.dynamics.com/ New Dynamics 365 Roadmap site in Q2 FY17 to incorporate both Dynamics CRM and Dynamics AX