Prepare for change – Dynamics 365 Unified Interface is here!

Prepare for change – Dynamics 365 Unified Interface is here!

Prepare for change – Dynamics 365 Unified Interface is here!

Your experience with Dynamics 365 is about to change – the Unified Interface is here. This responsive experience for Dynamics 365 is becoming the primary and only experience for users, replacing WebClient. Here are the five things you should know about the sleek new Unified Interface to help you adapt to this change.

Unified Interface features

  1. Consistent responsive experiences

You now have consistent and equal functionality across all channels, from your computer through to mobile. What you see as an experience on your mobile device will be what you see and access on your computer. This consistency allows you to manage your client relationships and processes at any time, and on any device.

  1. Enhanced timeline control

Timeline control replaces the activities wall within your forms. You can configure the timeline control to only show the information you want to, such as only notes or only phone calls. While the visual filtering capability allows you to drill down into your data, giving you a quick and accurate view of your client interactions.

 

  1. Visually engaging dashboards and charts

You can display and access information in visually rich dashboards and charts to better engage with your business. This visualisation through custom controls adapts across all devices, giving you easy accessibility to valuable client information.

  1. Tabs have made a comeback

The Unified Interface is moving back to the tabbed experience for easier navigation. Having these tabs visible at the start of the form’s loading is a huge help – especially with forms that are heavy with data and client information.

  1. Upgrades to suit needs

The Unified Interface will be constantly updated with new features and optimised for enhanced client experiences. These upgrades are automatically made, so keep a lookout for new features.

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Power BI: Microsoft is the BI and Analytics leader –  Gartner Magic Quadrant 2018

Power BI: Microsoft is the BI and Analytics leader – Gartner Magic Quadrant 2018

Gartner 2018: Microsoft No.1 for BI & Analytics

Microsoft’s been innovating in analytics and business intelligence for a long time. However, Gartner’s 2018 BI and Analytics report ranked PowerBI as the no. 1 product in terms of both vision and the ability to execute. This put Microsoft ahead of 10+ niche tech firms. But it also put it well beyond the established big players, including SAP, SAS, Salesforce, Tableau and IBM.

2018 Gartner Magic Quadrant for Analytics and Business Intelligence Platforms*

 

Why is this so exciting? The top spot in Gartner’s Magic Quadrant for Analytics and Business Intelligence Platforms can be claimed only by a company with huge amounts of both vision and grit. A company that can see the future – and then make it happen. For real.

It’s no big surprise. For 11 consecutive years, Microsoft has come out as a leader in the Gartner rankings. And for 3 of those, it has claimed the spot for having the most complete vision of in the BI and analytics space. All testament to the calibre of Microsoft’s global leadership and unceasing drive for innovation and excellent execution.

What is Power BI?

At its core, Power BI is a suite of business analytics tools to analyze data and share insights. The technology enables decision makers to monitor their business and get answers quickly with rich dashboards available on every device. It’s built on the same data model as Office 365 and Dynamics 365 so it has deep integration there, but it also has hundreds of data connectors, making it very simple to bring in your data and start giving you the insights you need. 

The Magic of Microsoft

Hundreds of thousands of businesses are already plugged into Microsoft’s BI solutions. And the reasons include everything from cost-effectiveness (the professional license is only $9.99/user/mth and is often bundled in many Office 365 plans) to how comprehensive the end solution truly is. 

It’s also great for multinationals with offices across the globe – Microsoft guarantees great performance and security everywhere in the world.

Check out the experiences of some of Microsoft’s major clients:

“We use Power BI in Office 365 to turn data into insights, so we can ensure our place in the future of the luxury car industry.” 

– Andrew Palmer, Chief Executive Officer, Aston Martin

“With Office 365 E5, we’re delivering an intelligent workplace, where employees gain self-service access to interactive, graphical reports and dashboards through Microsoft Power BI … It’s easy to use Power BI to analyze real-time sales data and fine-tune our marketing activities to drive sales.”

– Markus Petrak, Corporate Director, Henkel

The solution is both scalable and flexible, too. Power BI allows companies to tap into architecture allowing easy and rapid integration with both Microsoft and 3rd party products. Moreover, businesses only pay for the capacity they need, meaning no wasted spend – but plenty of room to grow.

Rave Reviews

At The CRM Team, our own customers rave about the insights they receive. These insights have led to higher lead conversion, reduced customer churn and better engagement. Whenever we do a Dynamics 365 implementation we always leverage PowerBI to provide incredibly rich and relevant data visualisations. It’s such a great product and it enables us to add a lot of value to our clients. 

All businesses search for that ‘edge’ over rivals. Microsoft is no different. It is determined to remain a leader and visionary in the BI platform environment. And it looks like Microsoft is getting it right – delivering modern BI and analytics solutions for a variety of users, and getting rave reviews in the process.

Why? Not only does the technology behind Power BI enable users to create and share insights in real time, but Power BI lets users create develop rich, compelling stories. These stories perfectly visualise data, allowing decision makers an at-a-glance understanding of how their business is doing. Custom visuals only add to the magic and personalisation.

What new heights Microsoft will reach from here is anyone’s guess. The company is on a rocket trajectory – who knows what tomorrow may bring?

Want to get more information what a Microsoft CRM solution could do for you? Check out our solution’s page. All of our solutions incorporate Power BI to enable incredible data visualisation and reporting. 

 

*This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Microsoft (The CRM Team is a strategic partner with Microsoft). Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organisation and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

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What’s new in Dynamics 365 for Marketing

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What’s new in Dynamics 365 for Marketing

Dynamics 365 for Marketing is a leading marketing-automation application that is part of the Microsoft’s Dynamics 365 platform of business apps. It delivers comprehensive capabilities for creating and running multi-channel campaigns. The application includes event management, lead management, embedded intelligence for segment targeting, lead scoring, and interactions insights. Being built on the same platform as Dynamics 365 for Sales, your marketing and sales teams can share common information and business processes to help them collaborate closely throughout the sales cycle. Here’s what’s new in the upcoming 2018 Spring release:
  1. Multi-channel campaigns
Create automated multichannel campaigns using the customer journey designer. Each journey establishes a target market segment and can then deliver automated communications, make automated decisions, generate internal tasks, deliver follow-up communications and respond to customer interactions. Run high-volume email campaigns to deliver personalized messages that look great on all platforms and screen sizes. Judge the effectiveness of emailing campaigns with detailed counts of opens, clicks, forwards, etc. Use the embedded segmentation engine to set up sophisticated, dynamic marketing segments that perfectly target your campaigns. The engine queries against a high-volume database that uses your collected behavioural, demographic, and firmographic data to find targeted prospects. 2. Rich content creation Create modern online content, including visually rich email messages, landing pages, and forms using intuitive, graphical digital content designers. You can get to work quickly by starting with professionally designed templates, which can easily be customized and saved to help reinforce brand identity and build brand awareness. 3. A new event management module The Marketing application features comprehensive event management, which helps you plan, execute, promote, and follow-up on webinars and in-person events. Start your planning by modeling your venue, booking speakers, collecting sponsors, and setting up your event schedule. Then publish your event details directly to an event portal, where attendees can read about the event, view speaker bios, register online, and build their session schedule. Finally, set up a customer journey to promote the event, collect registrations, and follow up with attendees.  4. Improved Lead management Use landing pages to invite contacts to register with your organization and generate leads based on those submissions. An automated, rule-based lead scoring engine helps identify your hottest leads as they interact with your marketing activities. The engine can then automatically forward sales-ready leads to salespeople when they reach a defined score threshold. Run lead-generation campaigns on LinkedIn and import those leads directly into Dynamics 365 for follow-up, nurturing, and qualification. Dynamics 365 business apps share the same platform, making it possible to share data and collaborate with sales, marketing, customer service, and other business groups. 5. Embedded marketing insights The system continuously collects customer-interaction data, keeps records of marketing activities, and holds financial details. You can view targeted analytical dashboards right in the app and explore detailed interaction records for any email, landing page, or customer journey. Generate detailed analytics with pre-made widget-based reports. Gain qualitative insights, improve decision-making, and maximize your return on marketing investment (ROMI). Dynamics 365 for Marketing is an intelligent marketing application that will help you turn your prospects into customers. As well these features, it comes with a Microsoft Social Engagement, an application to monitor and interact with social posts and Voice of the Customer, an enterprise level customer survey tool. Want to get more information around what a sales solution could do for you? Check out our solution’s page.

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What’s new in Dynamics 365 for Sales

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Microsoft’s Dynamics 365 for Sales is a sales automation and forecasting business application that is part of the Dynamics 365 platform. It enables salespeople to build strong relationships with their customers, take actions based on insights, and close sales faster. You can keep track of your accounts and contacts, nurture your sales from lead to order, track your opportunities and forecast accurately.

Here’s what’s new in the 2018 Spring release:

  1. Embedded intelligence

Embedded intelligence (previously known as Relationship Insights) collects, manages, and analyses the diverse data and communications created throughout the sales process. It captures relevant activities and then automatically suggests the next best actions. In streamlining admin tasks, it free salespeople up to spend more time selling. Embedded intelligence has the following features:

 

  • Relationship assistant offers timely and actionable insights by continuously analysing customer interaction data stored in Dynamics 365, Microsoft Exchange/Outlook, and other sources, and then generating a collection of action cards with suggestions for relevant next steps.
  • Auto capture scans a sales user’s Outlook inbox for messages and appointments relevant to deals they’re working in Dynamics 365, and then offers them as candidates for tracking.
 

  • Email engagement monitors actions taken by recipients such as opened, clicked on a link, opened an attachment, or replied. Sales users can schedule when an email is sent and receive follow-up reminders.

2. Relationship analytics

Relationship analytics helps salespeople manage the opportunities pipeline by analysing relationships and presenting data and insights about the health of customer relationships. Relationship Analytics includes sentiment analysis to enhance relationship health calculations. Sentiment health analyses a range of customer interactions and signals to inform salespeople the health of their customer relationship. A simple, good, fair or poor scale is used.

3. Deeper LinkedIn Sales Navigator integration

With LinkedIn Sales Navigator integration, salespeople can tap into their professional networks and relationships to improve their pipeline.

In the Spring release, LinkedIn Sales Navigator controls have been added to forms. These give insights and help salespeople build connections as they work deals. The controls provide a full view into Sales Navigator member or company profiles, or focused views into lead icebreakers, mutual connections, and related leads, as well as account connections, recommended leads, and news.

With the LinkedIn Sales Navigator integration, salespeople now see LinkedIn profile pictures on dashboards, grids, and forms for any contact record synced with LinkedIn Sales Navigator. Seeing LinkedIn profile pictures for contacts helps salespeople build recognition of their prospects, and helps deepen connections throughout the sales process.

InMail is LinkedIn’s way of messaging people. Now with embedded InMail communication within Dynamics 365, salespeople get one-click access to people in LinkedIn.

4. Standardised Dynamics 365 Sales Reports for Power BI

Using Power BI, Sales managers can easily take Dynamics 365 data and track sales performance across products and salespeople. They can also monitor the health of their pipeline and quickly identify at-risk accounts that they may want to focus their attention on. The standard report provides key KPIs like win ratios, lead conversion rates, and year-to-date (YTD) revenue.

As well as this, entire reports can be themed with your brand colours. When you apply a report theme, all visuals in your report use the colours from your selected theme.

These Power BI reports can then be embedded back in Dynamics 365 so that all your data is in one place.

Want to get more information around what a sales solution could do for you? Check out our solution’s page.

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