Microsoft is constantly enhancing their software solutions in order to create a better, more optimized user experience overall and deliver new capabilities for improving performance. Each of these updates provide the opportunity for significant value added to the users who operate this software day-to-day.
5 Dynamics 365 for Sales April ‘19 release notes to be aware of:
1. Simplified first-run experience to get started with Sales Professional
Microsoft describes this almost as a “quick start” guide to get organizations up and running on Dynamics for Sales quickly and easily. As a solution architect, I can say that implementing a Dynamics for Sales system requires much more than setting up the software. It’s important to have identified your business processes, planned to train your users properly and put in place activities to help drive adoption – just to name a few.
2. Robust customer insights from more data providers
Previously, InsideView and Versium were the only 3rd party providers with whom you could integrate, but now you can now pick from many other third-party data providers in your industry and geography. Dynamics will give you an easy “in app” provisioning experience and let you try out this capability before you buy it.
3. Microsoft Teams integration, including Relationship Assistant
While this feature is a great addition for the long-term plan of mixed use by Microsoft collaboration products, it’s Teams-centric and so unless you’re already using Teams you will want to take some time to plan on implementing this capability and the necessary new processes within your organization.
4. Seamless configure-price-quote integrated experience
Microsoft has smoothed out Dynamics 365 for Sales’ ability to integrate with 3rd party CPQ solution providers so administrators are better able to choose with provider’s solution is the best match. Also, through the Common Data Service you can more easily integrate the quotes salespeople create for their customers in Dynamics for Sales back to Dynamics Finance & Operations. This is traditionally the roadblock for tying quoting process together from beginning to end through these systems.
5. Manual Sales Forecasting
This looks to be the most intriguing new feature in this release that can quickly benefit most organizations. You’ll be able to add categories to your opportunity records, which then serve as the foundation on which you manually build your forecast records. It will give salespeople more information to measure whether or not they will hit their quota and help sales managers more accurately predict actual revenues and make better decisions on deals in the pipeline.
It is important to note that all capabilities in the new release will available in the U.S, United Kingdom and Western Europe - except for AI for Sales and AI for Customer Service, which will only be available in the U.S. Also much of this will only be available in the Sales Hub and not the traditional UI.