Microsoft Dynamics 365 Blog

Use conversation intelligence in Dynamics 365 Sales 

3 min read

Conversation intelligence in Dynamics 365 Sales allows you to transcribe and log important information from your sales calls, such as names, order details, and action items, boosting your overall productivity. Read more

0 Comments

Discover winning practices of top sellers with Dynamics 365 Sales 

2 min read

Enhancements to Relationship analytics capabilities in Microsoft Dynamics 365 Sales Insights are now available as part of the 2020 release wave 1. The AI-powered enhancements enable salespeople to build strong relationships with customers, take actions based on insights, and ultimately close deals faster.   Relationship analytics (RA) leverages the integration between Microsoft Dynamics 365 and Office 365 to provide users with Read more

0 Comments

Simplified system configuration in Dynamics 365 Sales 

2 min read

With the April 2020 release of Microsoft Dynamics 365 Sales, administrators will find a simplified configuration experience that makes it easier to discover and manage system settings to meet their organization’s unique needs. This simplified experience is available only for Unified Interface customers. The new App Settings area in the out-of-box Sales Hub application improves Read more

4 Comments

Understanding Dynamics 365 for IT: Architecture, integration, and more 

6 min read

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) Read more

2 Comments

Save standardized PDF documents to Dynamics 365 or SharePoint 

2 min read

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 Read more

3 Comments

Dynamics 365 Sales Professional 30 day free trial now available 

1 min read

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 Read more

0 Comments

Announcing the timeline to move to Unified Interface 

2 min read

Over the last two years, our customers have been experiencing the benefits of the new user interface client for Dynamics 365 Sales, Customer Service, Project Service, Field Service, and Marketing. Many of our largest customers have successfully made the transition. As we’ve reached the milestone of over 80% of organizations enabling Unified Interface, we’re announcing Read more

5 Comments

Weekly Webinars for the Business Applications Community for September 2019! 

3 min read

Didn’t you wish there was some expert that would just explain how to use Dynamics 365 and Power Platform technologies? Purvin Patel brings his firehose of information to the community every Monday at 10am (Pacific) as part of a weekly webinar series.  You should expect deep dives, special guests, MVPs talking about cool things they Read more

5 Comments

Release Notes for User Session Timeout Management 

1 min read

Applies to Dynamics 365 for Customer Engagement apps version 9.x Applies to Common Data Service The maximum user session timeout of 24 hours is being removed. This means that a user is not forced to sign in every 24 hours to use the Dynamics 365 for Customer Engagement apps and other Microsoft service apps, like Read more

2 Comments