Ms Author: author-6107
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Merging of HR offerings brings capabilities together for customers
Dynamics 365 is merging all human resources capabilities and enhancements onto the same infrastructure. Here are some frequently asked questions and answers to help with the transition. -
Finance and Operations authentication upgraded to OpenIDConnect
For our customers using the client for Finance and Operations apps, we're retiring the WS-Federation authentication protocol and replacing it with industry standard OpenIdConnect OAuth security protocol. -
Download the training module for Field Service (Dynamics 365) mobile app
Download Field Service mobile app in a day training to learn how to set up, use, and configure the Dynamics 365 Field Service mobile app. -
Route leads with dynamic assignment rules
Using dynamic field matching for routing sales leads helps reduce the effort of having to write and maintain multiple static rules. -
Virtual live events and cloud-enabled content workflows now supported in Dynamics 365 media and entertainment accelerator
The Dynamics 365 media and entertainment accelerator empowers partners and developers serving the media industry to adopt cloud workflows to address migration challenges. -
Dynamics 365 education accelerator helps partners deliver solutions for educators and students
The August release of Dynamics 365 education accelerator includes updated data model and sample apps that can help partner ISVs continue to build and deliver solutions for schools and universities. -
Automated lead and opportunity routing: Right salesperson, right time, more sales
The assignment rule capability available in Dynamics 365 Sales automates the distribution of incoming leads, or records, to sellers and teams, ensuring that leads and opportunities are consistently assigned based on repeatable rules. -
Tracking forecasts to your company’s fiscal calendar just got easier
Support for custom fiscal periods improves the accuracy of forecast comparisons so that sales teams have better visibility into their revenue targets and sales progress. -
Improve seller productivity with the deal manager experience
The enhanced deal manager workspace allows sellers to get a full view of their pipeline, quickly gather context and take action, collaborate with their colleagues, and work the way they want to work. -
How to approach your routing and assignment transformation with unified routing
The new unified routing capabilities in Dynamics 365 Customer Service allows organizations to implement incremental improvements without having to completely overhaul routing and assignment procedures all at once. -
Use guided integration to set up Fraud Protection for your business
To help simplify the Dynamics 365 Fraud Protection integration process, we have added a guided experience. We have included out-of-the-box snippets and step-by-step instructions that can be started from within the product. The guided processes are interactive and provide step-by-step integration instructions, including information about why something is required.