Dynamics 365 CRM, Dynamics 365 Sales Hanna Madkour Dynamics 365 CRM, Dynamics 365 Sales Hanna Madkour

Updates coming to Dynamics 365 Sales with the upcoming 2021 Release Wave 2

Dynamics 365 Sales makes sales-focused CRM easy, and organizations can expect even better features with updates that refresh the user experience and maximize efficiency. More AI capabilities will allow sellers to work smarter and prioritize the most gainful activities while keeping track of critical information for each lead.

Microsoft will begin rolling out a robust update to the Dynamics 365 suite later this year, and Dynamics 365 Sales in particular will see quite a few improvements. The improvements were created based on customer feedback, so users can look forward to a highly optimized app experience.

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Collaboration on the go with Microsoft Teams mobile app

Businesses and employees have needed to embrace a “new normal” workplace reality, and it’s crucial that remote, asynchronous, and hybrid work options can keep up with expectations. One thing has been clear – innovation and growth mindsets are key factors in successfully getting things done together, even while working apart.

Microsoft Teams provides an all-in-one collaboration solution for environments returning in-person, embracing remote work, and everything in between. The best features of the Microsoft Teams desktop app have been optimized into a mobile app for iOS and Android, letting users talk with anyone, anywhere — without missing out on the capabilities of the desktop version.

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Customize digital marketing content with Dynamics 365 Marketing

Digital marketing strategies became more crucial than ever this past year, especially when many businesses realized an effective digital presence was a key factor in maintaining successful operations. Dynamics 365 Marketing takes the guesswork out of campaigns and makes it easy to put together polished digital marketing content while managing it all in one cohesive interface. Check out some of the key functionalities of Dynamics 365 Marketing that allow for a high degree of customization to branded marketing content.

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Summit 2021 is coming soon: Here’s what to expect

It’s time. Time to come together again, in-person, and bask in the connections and momentum that comes from being together and learning together. Community Summit North America 2021 will be held in Houston, Texas from October 12-15, and you’re invited. Summit organizers encourage you to come with questions, and you will leave with answers.

If Summit is new to you, or if it’s been a while since your organization has attended, here are the reasons why you should consider attending and how to make the most of Summit NA when you’re there.

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Business Central Emily Johnson Business Central Emily Johnson

What’s new to Dynamics 365 Business Central in 2021 Release Wave 2

We’ve already published a blog featuring the 2021 Release Wave 2 key updates for all Dynamics 365 applications, and now it’s time to shift attention to Dynamics 365 Business Central, which has a full list of enhancements to dive into. Microsoft boasts better built-in tours, integrations with Teams, and a host of other new capabilities and features that will roll out to Business Central in the second wave of 2021. Here is a list of the highlights Release Wave 2 has to offer within Business Central.

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Highlights of the updates coming to Dynamics 365 with 2021 Release Wave 2

Plans were recently published for the Microsoft Dynamics 365 2021 Release Wave 2, slated for release this fall. This update will feature hundreds of enhancements and improved functionalities, including robust integrations with Microsoft 365 products. These significant new capabilities will strengthen the features made available by Release Wave 1, which was rolled out earlier this year.

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Microsoft 365: Tools for accessibility and inclusion

Accessibility should be the standard, not the exception. Fortunately, that is the direction culture is shifting. Microsoft 365 products are designed with accessible and inclusive features that work with any individual to better create, interact with, understand, and retain content. Documents, presentations, meetings, and emails can be better—more accessible, inclusive, easier to create, intuitive, interactive, successful. Here are seven accessibility and inclusivity tools and the Microsoft 365 applications they can be used within.

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Six benefits of Dynamics 365 apps for small to midsize businesses

Each small to midsize business faces unique challenges, but perhaps most widespread is a SMB’s struggle to find software that works well for their needs. Often technology SMBs use are made for enterprise-sized businesses, and are therefore inefficient, too expensive, or missing important functionalities the SMB needs. Businesses shift as time passes, and its technology needs to be able to do the same. Let’s take a look at six ways Microsoft Dynamics 365 benefits SMBs.

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Increase security with multi-factor authentication in Azure Active Directory

Today, security is not so easy as having your assets in a bank lockbox. With passwords required for almost all online accounts and most accounts being online nowadays, it’s hard to remember account usernames and passwords. It’s tempting to reuse them. But with over 300 million fraudulent sign-in attempts to just Microsoft’s cloud services each day (not to mention all other attempts), no one can afford to play fast and loose with their online security.

Multi-factor authentication (MFA) is the standard of online security, and accounts that use MFA are 99.9% more protected from account compromise attacks than using a password alone.

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Always accessible: The benefits of keeping all files in the cloud

As remote and hybrid workplaces become standard, so too does the technology to solve these common workplace situations. OneDrive and SharePoint are two cloud document storage and management services that greatly enable flexibility in how, when, and where employees work.

Each give users access to files from anywhere, and each have unique strengths and should be used in different situations: while OneDrive enables file organization and storage on an individual level, SharePoint aids a company’s storage and management of cloud documents at the organizational level.

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Developing an effective customer response survey with Dynamics 365 Customer Voice

Gathering customer feedback is one of the most effective means to improving your company’s products and services. Successful companies—those who wish to build resilience, foster a growth-mindset, and earn and maintain customer loyalty—listen to and deliver on what their customers desire.

Dynamics 365 Customer Voice is an online survey platform that can be used with Microsoft Dynamics 365 Marketing that can help any business create and manage simple, effective surveys as part of their journey toward resilience, growth, and customer loyalty.

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Optimize hybrid work with new work plans, enhanced employee engagement, and Microsoft 365

After the forced pivot to remote work due to the pandemic, companies have learned an important lesson: working from home can be effective and productive. Though the quick and easy option for a “return to work” plan might be reverting to business-as-usual pre-pandemic, innovative and growth-minded companies will want to embrace those lessons brought about by remote work. This means establishing hybrid workplace policies, which 80% of managers expect to implement and 70% of employees plan to use.

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Converting NAV mods to extensions in Business Central

The process of upgrading Dynamics NAV to Dynamics 365 Business Central is one that many businesses have reservations about. At Syvantis, we have upgraded many clients from NAV to Business Central and are familiar with the common concerns and how to alleviate them. ERP systems are absolutely vital for the day-to-day operations of many employees within these companies.

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Make the move: upgrade Dynamics NAV to the cloud

Performing an ERP system upgrade can be daunting. Upgrades typically take extended periods of time and costs can balloon depending on server and customization needs. For years, Dynamics NAV has been a tried-and-true ERP system that most organizations deploy on-premises. Making the jump from Dynamics NAV to Business Central is indeed a big project., but this upgrade to the cloud eliminates the need for costly in-house servers and prepares staff and business processes for an eventual move to Business Central.

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Managing web forms with Dynamics 365 Marketing

Digital marketing platforms typically focus on email marketing or social media marketing, while avoiding other important digital marketing aspects like landing pages, forms, and event management, Dynamics 365 Marketing differentiates itself by housing all of the features above in one place and integrating with the powerful contact and account management capabilities of Dynamics 365 Sales.

For marketing forms specifically, the true benefit lies in embedding marketing forms on external websites and collecting contact information that can be used in email campaigns or tracked as leads in Dynamics 365 Sales.

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Expand Dynamics 365 Marketing capabilities with custom channels

Dynamics 365 Marketing comes out-of-the-box with a wide range of functionality. Customer journeys provide everything from quick, single-email blasts to much larger, dynamic, multi-step marketing automation processes. Content tiles within Customer Journeys allow users to drag and drop different marketing activities like emails, phone calls, appointments, workflows, and much more within a campaign.

In addition to these tiles, Custom Channels can be created to expand upon the base tool set. Custom channels can be things like social media platforms or SMS marketing that can be used within a customer journey just like the default tiles.

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Customizing Business Central: An overview of extensions

There are a lot of ERP solutions out there, however, many organizations require an ERP system that can handle their multitude of unique processes and needs. No ERP is going to come out-of-the-box and fit the exacting needs of every organization. Dynamics 365 Business Central, like the rest of the Dynamics 365 platform, is highly customizable to be molded for individual needs.

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Maintain GDPR compliant subscription lists with Dynamics 365 Marketing

Any company that offers a product or service, collects data related to residents, or otherwise operates within the European Union must be sure it complies with the General Data Protection Regulation (GDPR). It can be a bit confusing to navigate at first, particularly for organizations in the U.S. or otherwise outside of the EU. Dynamics 365 Marketing is fully equipped and ready to easy the process of ensuring data collection procedures meet the requirements of the EU.

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Maintain digital marketing content quality with templates in Dynamics 365 Marketing

When it comes to creating consistent, high-quality digital marketing content, templates are key. Content templates ensure that brand standards are met by including default colors and logos that are consistent with the brand. Templates also provide management with a way to approve design elements without needed to approve each piece of content.

Dynamics 365 Marketing provides out-of-the-box templates for landing pages, forms, marketing emails, and more while giving managers the tools to create customized templates for digital marketers to use in day-to-day work.

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Personalize the survey experience in Dynamics 365 Customer Voice

Dynamics 365 Customer Voice is an enterprise feedback management application built into the ecosystem of Dynamics 365. Customer Voice enables organizations to take in feedback from their customer base and incorporate their voice into the decision making of business practices and processes.

Ensuring that every customer interaction adheres to brand standards should be the primary goal for all marketers and survey makers. New personalization features released in Dynamics 365 2021 release wave 1 give survey makers new ways to brand Customer Voice surveys and personalize the survey experience.

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