Microsoft Dynamics 365
Microsoft Dynamics 365 is a cloud-based business applications platform that combines components of customer relationship management (CRM) and enterprise resource planning (ERP), along with productivity applications and artificial intelligence tools.
Dynamics 365 launched in 2016, when Microsoft combined Dynamics AX — its ERP application — with its Dynamics CRM application. Microsoft was one of the first major vendors to combine the capabilities of ERP and CRM natively.
FEATURES IN DYNAMICS 365
Customer Insights is a Azure-based SaaS service that enables organizations of all sizes to bring together data from multiple sources, including Microsoft Dynamics 365, and generate knowledge and insights to build a holistic 360° view of their customers.
Cortana integration is available as a preview feature to organizations that use CRM Online 2016 Update. We expect changes to this feature, so you shouldn’t use it in production. Use it only in test and development environments.
A new mobile workspace has been created, allowing for a more mobile friendly user experience. Colors, layouts and content has been optimized to reduce scrolling, and make information more presentable. Users can now track content, leads and prospects through a mobile friendly interface.
Introducing editable grids
he new editable grids feature provides inline editing capabilities in the main grid and subgrids without having to switch records or views. The new editable grids are supported in the web client, Dynamics 365 for phones and Dynamics 365 for tablets.
The new and improved search feature enables users to find matches for words or key phrases based on relevance. Dynamics 365 users can now power their database searches with a powerful and intelligent search engine.
Dynamics 365 for Outlook
Dynamics 365 also enables greater connection and integration with Microsoft Outlook. Although the Dynamics App for Outlook was first released in 2015, it received substantial improvements in the new Dynamics 365 release.