Category: Dynamics 365 CRM
A new mobile app for sales users is coming, the app has been designed with on the go sales people in mind.
Field sellers traveling from one customer to the next often do not have time to update their CRM tools. At the same time, keeping everyone on the sales team aligned is key to achieving successful outcomes, not to mention that current and consistent sales data powers meaningful insights that help the sales organization sell more efficiently.
With the new mobile app, field sellers no longer need to wait. Updating Dynamics 365 Sales is quick and easy. The mobile app is optimized for the field seller’s most common on-the-go tasks. This means information in Dynamics 365 Sales is always current and field sellers can get things done in the moment, so nothing falls between the cracks.
Sign in swiftly with your work email: Access Dynamics 365 Sales quickly when you are on the go, using only your email address. (No need to remember org URLs.)
Access sales information with a single click: Land directly in the Sales app with no unnecessary clicks or configurations.
Use your org app module or the new out-of-the-box module that is optimized for mobile work.
Start your day with easy access to important info: screen upcoming customer meetings, review related records, and make relevant updates in seconds.
Add notes with the touch of a button as you walk out of meetings.
Quickly update accounts and opportunities, and access account or opportunity details in seconds, wherever you are.
Improved search experience: Search suggestions, search as you type, and a helpful search result grouping.
Responsive lists: Reducing clutter and optimizing lists for drill-down and bulk actions.
Mobile-optimized forms with scrollable tabs.
Enhanced navigation with gesture support on iOS and Android.
Meetings
The meetings section of the home page shows important information about the last meeting you were in and the next one coming up. When you tap a meeting, the meeting details page opens.
Reminders and Insights
The Reminders and Insights sections on the home page show action cards from the relationship assistant.
Insight cards help keep you up to date with your work in Dynamics 365 Sales, letting you know when you need to follow up on on email, attend a meeting, and much much more. The cards are generated by the assistant based on data stored in Dynamics 365 Sales and your Exchange inbox and calendar.
How do I get this?
The app is currently in public preview and will be made available for download for live systems soon.
Further Information
If you have any questions about this or need assistance then please contact the GCC Group Support Team on 0345 260 1151 or servicedesk@gccgroup.co.uk


Microsoft Internet Explorer, originally released in 1994, getting to its last version, number 11, in 2013, is finally being put to pasture.


Microsoft have released the Wave 1 new features and updates information for Wave 1 2021.
It describes all the new features releasing from April 2021 through September 2021.


The ability to views other fields from other related areas of CRM from within a record form has been around for a little while as “Quick View Forms”.
Utilising these you could view say a contact’s job title, email and phone number, whilst in a case record.


Summary
Microsoft Teams is fast becoming the collaboration platform, especially in the context of the pandemic.
Most are using it for internal (video) calls, messaging and some file management, but did you know you can use Dynamics 365 CRM from within Teams and also use Teams within CRM? Read more >


Summary
Sometimes getting a user’s security access to particular records spot on can be fiddly and you’re not quite sure why access has or has not been given. A new feature added to CRM will make this process somewhat easier.
Within a record a new menu option will appear called “Check Access”


Summary
Using dynamic segments filtering in D365 Marketing allows you to re-use a segment time and again for targeting your contacts for marketing, but then you add a segment based on an interaction, say clicked/open/received an email and you appear to be stuck with static dates, what you need is to use the additional filter.


Summary
It seems Microsoft have renamed the common data service… again… I definitely need to get a job in the “Microsoft renaming stuff department”.
The new name is Microsoft Dataverse.


Summary
A new search option has been added to Dynamics 365 CRM which puts the global search front and centre.
Once enabled the search appears right in the middle of the top menu bar, just like it does in Word, Excel etc.


Summary
Wave 2 2020 adds a new feature to Marketing allowing you to build segments using “natural language”.

