Dynamics 365 Project Operations has made significant improvements to consistently apply tax calculations and expanded support for scenarios including sales tax across the application.Â
If you work in an IT department, chances are you’ve seen or heard of Microsoft Dynamics 365. It’s a set of modular and connected software as a service (SaaS) applications and services that are designed to integrate with your existing data, business logic, and processes to help transform and unify your customer relationship management (CRM)
In June last year, Dynamics 365 Sales introduced the ability to generate PDF quote documents based on standardized templates. The feature has seen significant uptake with several hundreds of documents being created and emailed each day, and we received a lot of feedback to extend the capability to other entities. We heard your feedback and
Efficient sales processes are key for any successful business. Predictive forecasting, now available in Microsoft Dynamics 365 Sales Insights, enables proactive decision making for any aspect of the sales process. While it’s impossible for humans to know and predict the future, advanced machine learning technologies for sales can help you forecast sales more accurately. Dynamics
Today we’re announcing new Dynamics 365 Sales forecasting capabilities are now available for general use. Over the last year, we’ve worked closely with many of you and many customers to better understand your sales scenarios and unique business requirements. Thank you for your partnership in helping us improve and enhance this service. A sales forecast
Dynamics 365 Sales Professional was launched in Spring 2018 as a sales force automation solution to help small and medium-sized organizations automate their sales processes, analyze their business data, and grow their business without lengthy and costly implementations. With the February 2020 update, we’ve made it easy for customers to try Sales Professional. The trial
Premium auto capture is a new AI-powered capability now available in Dynamics 365 Sales Insights that automates the association of activities like emails and meetings to COLA entities i.e. contacts, opportunities, leads, and accounts. Inference of associations is done with an advanced set of deterministic and natural language processing (NLP) based association algorithms, boosting your
Want to reduce the chance of customers’ spam filters blocking your email messages? Try authenticating your domain. Domain authentication is so essential, we’re requiring all Dynamics 365 Marketing implementations to authenticate their domains by April 2020. This post gives you some background on the reasons for this requirement and provides instructions for authenticating your domain by the April 2020 deadline. The dangers of spam email messages Every day, people are bombarded with spam email
Good prioritization of opportunities boosts salespeople’s efficiency. Lost cases are abandoned early, promising opportunities are not overlooked, and even within the promising ones, sellers would like to make informed decisions on where to invest more. Predicting which opportunity is likely to be won, also known as Opportunity scoring, is a key factor that supports prioritization
Almost all sales organizations share the challenge of managing a large number of leads, often coming from multiple sources. Most sales teams struggle to attend to so many leads, and would be better served by prioritizing the leads most likely to convert to opportunities, and ultimately, wins. Microsoft Dynamics 365’s predictive lead scoring capabilities address
Dynamics 365 Customer Insights offers a platform to integrate customer data from various sources into one unified view. This unified data presents a perfect starting point for building custom machine learning (ML) models to generate key business metrics. In an earlier blog, we saw how to bring custom ML models from Azure Machine Learning (AML) Studio to work with
The Dynamics 365 Marketing 2019 release wave 2 update is rolling out starting now! As usual, this release provides many performance improvements, reliability improvements, and bug fixes. It also includes the final versions of all features that were released for early access in August and September, plus a few new ones. We’ll be rolling out
AI-enabled Dynamics 365 Customer Insights helps unifying data from multiple sources within an organization and generates a single, end-to-end view of the customer. This 360-degree customer view can be used to discover insights to optimize customer engagement and drive personalized customer experiences. This unified data is an ideal source to build machine learning (ML) models