Dynamics 365 what's new in October 2018 Release
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The document summarizes new features for the October 2018 release of Microsoft Dynamics 365 across various segments including Marketing, Sales, Service, Talent, and the Power Platform. Key features discussed include account based marketing, predictive lead scoring using machine learning, playbooks to automate repeatable sales activities, Dynamics 365 AI for Sales app, call center intelligence, unified routing and work distribution in service, and enhancements to field services and the Power Platform. More details can be found at the provided release notes URL.
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Dynamics 365 what's new in October 2018 Release
- 1. Microsoft Dynamics 365 User Group Dynamics 365 October ‘18 Release Sam Fernando | Digital Solutions Practice Manager
- 2. Microsoft Dynamics 365 User Group New features in across all segments Dynamics 365 Marketing Sales Service Talent Social Power Platform
- 3. Microsoft Dynamics 365 User Group Marketing • Account based Marketing
- 4. Microsoft Dynamics 365 User Group • Marketing Calendar • Deep LinkedIn Integration
- 5. Microsoft Dynamics 365 User Group Sales • Playbooks - automate repeatable sales activities and respond to external events. • Configure Playbooks and define the set of tasks and activities to automate once triggered. • Search and launch Playbooks for a particular scenario. • Track the status progress of running Playbooks against their outcome, successful or not.
- 6. Microsoft Dynamics 365 User Group • Predictive Lead Scoring – machine learning based scoring • Out-of-the-box machine learning model that considers attributes from related entities such as Contact and Account apart from the attributes of the Lead entity including custom attributes. • Ability to select/de-select signals for the model enabling model customization and tuning. • Predictive score backed by top reasons influencing the score. • Lead score along with score trend and top reasons available on out-of-box-forms and views.
- 7. Microsoft Dynamics 365 User Group • Dynamics 365 AI for Sales App • Evaluate and improve sales team performance • Get measurements and pipeline forecasting using relationship health scores • Optimise sales strategies • Manager dashboard with team performance • Natural language processing-based Q&A function to conversationally ask questions and receive reports from sales data • Lead prioritisation based on predictive lead scoring • Sales team performance analysis and individual scorecards
- 8. Microsoft Dynamics 365 User Group • Microsoft Call Center Intelligence • Connect call center telephony recording systems • Generate conversation insights • Coaching driven by call statistics on sentiment, keyword analytics • Benchmark against KPIs – talk to listen ratio, longest customer monologue and participant switch ratio
- 9. Microsoft Dynamics 365 User Group • Who knows whom • Talking Points • Quick Actions • Teams Integration • Relationship Analytics with LinkedIn InMail
- 10. Microsoft Dynamics 365 User Group Service • Service scheduling using Universal Resource Scheduling
- 11. Microsoft Dynamics 365 User Group • Suggest Similar Cases – using AI
- 12. Microsoft Dynamics 365 User Group • Knowledge Article Recommendations
- 13. Microsoft Dynamics 365 User Group Unified Routing and Work distribution • Agents can attend to urgent tasks • Track agent utilisation • Make process improvements • Unify work items and requests across channels • Unify asynchronous tasks – call backs, scheduled tasks, cases
- 14. Microsoft Dynamics 365 User Group • Live chat • Multiple chat widgets • Pre, post and offline chat surveys • SMS Channels • Two way texting between customers & agents • Automated SMS notifications • Automated responses • Channel integration framework • Integrate Bots Omni-channel Engagement Hub
- 15. Microsoft Dynamics 365 User Group Dynamics 365 Portal • Configuration migration SDK • Embed PowerBI visualisations • Restrictions based on IP addresses • SharePoint Document list integration • Better diagnostics capabilities
- 16. Microsoft Dynamics 365 User Group Field Services • Integration with Finance & Operations • Background location sharing in FS app • Bot framework integration in FS app • Push notifications in FS app • Universal Resource Scheduler enhancements • Connected Field Service enhancements • Resource Scheduling Optimisation (RSO) enhancements
- 17. Microsoft Dynamics 365 User Group Microsoft Business Apps/Power Platform Flow PowerBI
- 18. Microsoft Dynamics 365 User Group Full release notes https://docs.microsoft.com/en-us/ business-applications-release-notes/ october18/
- 19. Microsoft Dynamics 365 User Group
- 20. Microsoft Dynamics 365 User Group
Notes de l'éditeur
- (B2B) marketers can use Dynamics 365 for Marketing to target each business account as a single unit Account-based marketing scenarios enable sales and marketing to close more deals by targeting specific accounts—those that are most likely to generate the largest revenue. Align sales and marketing departments by mapping marketing activity to account strategies. Increase return on investment by removing waste and focusing on targeted, high-value accounts. Increase account relevance by providing personalized and compelling content. Generate efficiency by identifying specific contacts at specific companies within a specific market. Account-based marketing can: Identify and create segments of high-value accounts. Identify key stakeholders to reach within each account. Create personalized content, such as emails, based on account. Generate account-level leads and nurture them through the demand-generation funnel. Continuously measure account engagement and optimize your messaging.
- Visualise marketing activities – such as events and journeys View many elements of a campaign For event management – create sessions and from the calendar Mobile responsive Create items on the calendar Journeys targeting Linkedin Orchestrations based on interactions Marketing segments based on LinkedIn audience matches React to submission of LinkedIn lead gen forms Lead scoring Generate leads from the account level via LinkedIn