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demanddynamics · 3 years ago

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Microsoft Dynamics 365: The Definitive Guide (2021)

Are you a business looking to generate new leads, manage a customer database to engage with your prospects, and support your customer with their queries?

Then you must surely have gone on a whirlwind search to finding the best Customer Relationship Management software for your business. I understand choosing the right CRM can get tricky. Because there are hundreds of CRM software solutions available in the market and you need only one that deem fit for your business. And that’s why I am here to help you with that today.

If you are someone who is trying to understand what Dynamics 365 is all about, this blog is for you.

If you are someone who is evaluating Dynamics 365 for your business, this blog is for you.

If you are someone who wants a comparison of Dynamics 365 with Salesforce and other companies who are leading in the CRM segment, this blog is for you.

When I say this blog is for you, it is because, we have got everything you need right from building the awareness around the need for having a CRM to considering what license works best for your business.

So, let’s get started from the ground rules of Dynamics 365.

What is Dynamics 365?

Launched in 2016, Microsoft Dynamics 365 offers an integrated solution for business of all kinds. Perhaps, Microsoft is one the first Tech companies to offer an integrated solution that combines CRM and ERP.

What is Microsoft Dynamics 365 used for?

Dynamics 365 is used to bring business units together by connecting people and data across applications. It is widely popular for its user-friendly interface as most of the businesses are familiar with Office 365 which makes navigation easy for the first time users.

In addition to making smarter decisions with built-in AI, Dynamics 365 can easily help you integrate with plethora of applications without having to change the course of your business direction.

How does Microsoft Dynamics 365 work?

Microsoft Dynamics 365 brings all the customer data and sales information together into a single system making it a single source of truth. By doing that, it gives users a complete picture of their customer journey lifecycle that can help them reach out on mediums that works best for their customers and close deals faster.

Dynamics 365 automates the most critical and time-consuming activities across business functions allowing businesses to operate effectively and more efficiently.

Related Blog: How Microsoft Dynamics 365 can improve your business Growth in 2021?

Dynamics 365 versions

From the humble beginnings of offering a basic contact management solution to keeping a track of prospects and existing customers with a functionality to run email campaigns way back in 2003. Microsoft has launched its first ever CRM called Microsoft CRM 1.0.

Ever since the launch, for the past 17 years, Microsoft has been relentlessly working towards providing a more personalized and targeted experience to small, medium and enterprise businesses. In October, 2016 Microsoft rebranded its CRM software as Dynamics 365. Combining both the Microsoft business products (CRM & ERP)

Within Dynamics 365, Microsoft has allowed customers to choose which module they’d prefer based on their business requirements. The two of the modules cover – CRM and ERP services.

Learn more about Dynamics 365 versions

Microsoft Dynamics 365 Customer Engagement

Dynamics 365 for Sales

Dynamics 365 for Customer Service

Dynamics 365 for Marketing

Dynamics 365 for Field Service

Dynamics 365 for Project Service Automation

While Dynamics 365 CE covers the CRM applications,

Dynamics 365 Finance & Operations, Dynamics 365 Business Central are fulfilling the ERP needs of the customer.

Dynamics 365 Pricing:

Dynamics 365 Licensing Guide (June 2021) – PDF Download

Dynamics 365 Licensing (Team Users & Full Users)

In almost every organization, we have two types of users who are on the tool working most of their time in generating reports, data sheets and other insight driven information. While some of the users don’t necessarily have a need to work on the tool as much as the former user does. It can be a simple task such as entering time sheets or updating records.

For users, who will have limited exposure to the full functionality of the Dynamics 365, a team user license is ideal instead of having a full user license which is comparatively expensive.

Know more about Dynamics 365 Pricing updates here

What are Dynamics 365 capabilities?

To make better and informed decisions, Microsoft has bundled CRM and ERP capabilities into one power packed solution in the name of Dynamics 365. It has all the features and capabilities in seamless functioning of a business unit.

Here are some of the capabilities of Microsoft Dynamics 365.

Dynamics 365 for Marketing

Dynamics 365 for Marketing allows you to quickly automate and run campaigns at lightning speed. It helps you build stronger relationships and also improve the overall productivity and performance of the business.

Some of the capabilities of D365 Marketing that keeps competitors at the edge of their seats are,

Multi-Channel Campaigns

Lead Management

Event Management

Templates

Marketing Insights

Dynamics 365 for Sales

Dynamics 365 Sales brings digital intelligence into every business. From tracking sales opportunities to providing insights, Dynamics 365 sales plays a pivotal role in building exceptional experiences by driving more qualified leads.

Pro Tip: Here’s what VP of Dynamics 365 in his own words about the power of D365 Sales when integrated with LinkedIn Sales.

“When you integrate LinkedIn Sales Insights with Dynamics 365 Sales you can automatically import the latest company profile data, such as size and growth of specific departments and job titles, from LinkedIn Sales Insights into a matched account in Dynamics 365, to help keep your data up to date,” said Alam, Corporate Vice President of Microsoft Dynamics 365 during the April Wave 1 release updates.

Actionable Insights

Relationship Management

Sales Productivity

Sales Performance

Dynamics 365 for Customer Service

Dynamics 365 Customer Service empowers your customer service teams to respond quickly to customer requests and guide agents using agent-facing bots to surface relevant information and provide recommendations.

Omni-channel engagement

Unified Knowledge

Dynamics 365 for Field Service

Dynamics 365 Field Service time and again exceeds the customer satisfaction levels with intelligent scheduling, native mobile support and remote asset monitoring to help you accomplish tasks faster than estimated time.

From accurate billing to SLA management, you can build service agreements and manage them all from within the application.

Service Agreements

Inventory Management

Dynamics 365 for Retail (Commerce)

From giving customers the convenience and flexibility through its Omni-channel experience, Dynamics 365 for Retail (Commerce) is helping businesses understand the growing customer needs to engage.

Unified Commerce

Intelligent operations

Customer Engagement

Dynamics 365 for Project Service Automation

Get the most out of billable resources using a unified scheduling engine with real-time resource visibility using Dynamics 365 Project Service Automation (Project Operations).

Some of the capabilities of Dynamics 365 PSA include,

Project Planning Team Collaboration Opportunity Management

Dynamics 365 for Human Resources

Dynamics 365 for Human Resources is a comprehensive set of HR applications with Office and LinkedIn integration. It helps you hire the right talent by streamlining process using automated interview scheduling.

Hiring the right talent

HR Administration

Dynamics 365 CRM vs Salesforce Comparison

In a highly competitive market, holding a major chunk of the user base consistently for years is no mean thing and Salesforce was able to do that effortlessly for quite some time now. While they continue to dominate the CRM segment, there’s also a lot of discussions around what the future has in store for the CRM giant? Because, Dynamics 365 is pacing up with functionalities that businesses of today are in need of. It’s deep integration capabilities and familiar interface is becoming the guiding light for businesses of all sizes. Not just that, Dynamics 365 offers advanced BI capabilities that can propel any business forward clearly becoming a direct choice for businesses to choose Dynamics 365 over Salesforce for their CRM needs.

While Salesforce is fully cloud-based, Dynamics 365 still having its traces on premise. Having a clear advantage of being able to support businesses that are on premise.

As we drill down into more advantages, the simple interface, seamless integration with other Microsoft suite of products is a clear competitive advantage for Dynamics 365 while Salesforce’s wide range of applications and plugins makes a better cut.

Dynamics 365 CRM for Small Business

There’s a common misconception to many of the early stage and small businesses is that, Microsoft Dynamics 365 is too big for business of their size and it is cost intensive. But if you look at the close proximity businesses today have with the technology, it is all because of cloud-technology. It has made life easy for businesses of all sizes.

Using Microsoft Dynamics 365, you can now have the privilege to choose applications on a subscription model. Which means, it requires no server setups, no dedicated systems or no infrastructure required to get your operations on the flow. Because, the cloud subscription comes all included. So, less hassle to your business which can translate to more productivity.

Dynamics 365 CRM for Small Business Forum

Dynamics CRM for Mid-level companies

Is Microsoft best fit for SMBs?

Well, to answer that, Microsoft caters to businesses of all sizes. As you know organization size often has a heavy influence on the technology requirements and the financial decisions in a company. While small businesses find a challenge in going with the right CRM for their business, mid-level companies or SMBs are relatively in a better position to afford Dynamics 365 for increased ROI.

Here are some of the reasons why businesses of all sizes should consider choosing Dynamics 365 for their CRM or ERP needs.

Flexible Licensing Options

Easy Integrations

24*7 Data Access (Anywhere & Anytime)

So, if you are looking at what Microsoft has for SMBs, it has designed a Business Edition for SMBs to address their key challenges.

What does it have?

Inventory Management

Financial Management

Project Management

Customer Service

Sales & Support

Being a cloud-solution, any small and medium businesses (SMBs) can easily benefit and grow in size and number.

Dynamics 365 for Enterprises

Enterprise companies with over 250+ employee count are more likely to invest on technology to position themselves ahead of their competition. Because, the management clearly understands the need to have a robust security along with a process that can help them do their job better. With rising employee count, an enterprise resource planning software is essential for a seamless operational experience.

Microsoft Dynamics 365 ERP and CRM services are meant to solve the challenges businesses of all kinds experience. It enables business productivity and help in accelerating digital transformation to meet customer growing needs.

Dynamics 365 for Healthcare

Microsoft Dynamics 365 Healthcare offers a comprehensive suite of solutions for the healthcare industry. Previously, healthcare consultations are more of in-person but with the on-going pandemic, the need for having a virtual consultation has become a major differentiator which has forced the industry to go digital. And that’s exactly where Microsoft Dynamics 365 Healthcare is making a significant difference is meeting the healthcare requirements on-the-go.

From virtual consultations to keeping track of patient information and data, healthcare industry is experiencing a super surge in admissions and discharge due to the on-going pandemic. So, with handling so much of volume at hand, health care professionals and organizations can leverage the full functionalities of Dynamics 365.

A recent survey has revealed that 93% of patients need timely access to their medical history. 71 % of patients have indicated that they expect healthcare specialists to provide care through a mutually-agreed digital channel of communication about all the information on decisions about the treatment.

Here’s what Dynamics 365 Healthcare is packed with

Care Management

Home Health

Patient Access

Patient Outreach

Patient Service Centre

Health Assistant

Related Blog: Top 5 Reasons to Use Microsoft Dynamics for Healthcare

Dynamics 365 for Manufacturing

Being a process-heavy industry, manufacturing industry is bound to experience huge volumes of data that can add significant value to business if only the information was put to good use. Thanks to the rising customer expectations and the need for digital transformation, the industry has seen a massive improvement in terms of their technological investments.

A report by IDC predicts that by 2020, 60% of all manufacturing supply chains will have benefited from digital transformation.

For over 2 decades, Microsoft has been at the forefront of operational management across the manufacturing companies. In fact, Manufacturing industry contributes to one of the highest share in the business verticals among the Dynamics users.

Let us know take a look at how Dynamics 365 for Manufacturing is helping businesses at large.

Streamline Asset Management

Digitalize Operations

Improve Customer Experiences

Increase On-Field Productivity

Related Blog: How to transform your Manufacturing Business with Microsoft Dynamics 365?

Dynamics 365 for Retail

Deliver safe and personalize shopping experiences across physical and digital channels using Dynamics 365 Retail – An Omni-channel solution with Point of Sale, Store and merchandise management capabilities that bring more dimensions to any retail business.

With Dynamics 365 Retail, you can leverage both CRM and ERP solutions as it allows retailers to have a complete view of business that includes, order history, customer data, pricing and a lot more all from a centralized system.

Here’s what retailers experience while using Dynamics 365 Retail

Unified E-commerce

Inventory Management (More feasible)

Business Optimization based on Insights

Create exceptional shopping experiences

Related Blog: Why Choose Dynamics 365 for Retail Business? – Reasons and Benefits

Dynamics 365 for Nonprofit

Microsoft is providing an out-of-the-box solution for Non-profit called Dynamics 365 Non-profit Accelerator. It is at the forefront of retail innovation by easily connecting and unifying customer-centric retail experiences with intelligent, adaptive business solutions.

Some of the pre-built features that Microsoft offers to the Non-profit users are.

Pre-built dashboards

Workflows

Sample apps

Templates

Customer engagement

Content management

Data connectors

Donor Profile

Dynamics 365 for Education

Schools can gain insights into student data with the help of Dynamics 365 integrated solutions, that allows them to help improve the learning standards of their students.

Here are some of the solutions Dynamics 365 has for education.

Personalized student profiles

Student Portal

Cases, requests and ticketing

Knowledge base for efficient service

Learn more about Dynamics 365 for Education

What’s new in Dynamics 365?

Last year has been quite a challenging year for all of us with the sudden emergence of the pandemic which affected businesses across all the industries. But, on the brighter side of it, it has forced businesses to go digital and there’s no better time than now to build digital capabilities to stay afloat.

Microsoft, in its pursuit of becoming an undisputed leader in the CRM segment, has come up with wave 1 release updates for the year, 2021. So, let’s quickly check out what’s new in Dynamics 365.

Connected Customer Experiences

Dynamics 365 is committed to deliver personalization at scale. From data insights to understanding customer preferences better, Dynamics 365 helps you find new ways to engage and delight customers with more of a human and empathetic approach.

Microsoft Dynamics 365 Marketing

Improved changes in customer journey orchestration brings customer experience and marketing automation together to engage customers in real-time across all the functions such as sales, commerce and service.

Enhanced Integration with Teams bring new webinar capabilities within Microsoft Teams.

Redesigned Email Editor helps business create impactful and personalized content powdered by AI.

Microsoft Dynamics 365 Sales

In order to guide sellers to close deals faster, Microsoft Dynamics 365 Sales has seen some major improvements to bring in productivity within the sales team in an organization during the Dynamics 365 Sales wave 1 release updates of 2021.

Sellers can now automate time-consuming sales tasks

Optimized seller workspace

Embedded Teams chat within Dynamics 365

Conversational Intelligence to auto extract actionable insights from sales calls.

Microsoft Dynamics 365 Field Service

Dynamics 365 Field Service + Microsoft Dynamics 365 Remote Assist + Microsoft Teams = Enabling on-field technicians to stay connected for work orders, information in real-time.

Microsoft Dynamics 365 Commerce

Microsoft Dynamics 365 Commerce brings Business to Consumer (B2C) and Business to Business (B2B) onto a single unified retail commerce platform to better understand, engage and serve customers.

Here are some of the new updates from wave 1 release update.

New AI-powered intelligent shopping features for more personal and relevant shopping experiences.

Synergize task management between D365 and Microsoft Teams to improve productivity.

Microsoft Dynamics 365 Finance

Dynamics 365 Finance has been consistently driving business growth by providing real-time insights, visibility into operations, predictive outcomes and data driven decisions for financial organizations.

Some of the most anticipated features from the recent wave 1 release are.

Intelligent cash flow forecasting

Power of AI into finance process (To help you predict company’s cash flow)

New electronic invoicing service

Public preview of tax calculation service.

Why choose DemandDynamics?

Whether you intend to integrate new apps with Microsoft Dynamics 365 or an existing stack, DemandDynamics is here to help.

To begin with, our team of experts evaluate your current and future needs to strategically align the Dynamics 365 implementation with your specific business goals and objectives to make sure we leave no coin unturned.

As a Microsoft Gold Partner, we provide the best Microsoft Dynamics 365 Consulting and Implementation services in the industry to meet your business needs with insights and expertise that increase productivity and drive digital transformation.

Our clients love our unique and scalable Pay-As-You-Use model that offers exclusive benefits when compared to traditional Microsoft engagement models.

Over the years, we have set ourselves ahead of the competition, only because, we are:

Affordable | Flexible | Scalable | Available | Agile

There’s no one-size-fits-for-all in the CRM industry. You can be a business of any size, small, medium or enterprise, we understand the hassle you have been through. Every business that is in dire need of a customized solution is no longer in the offing. It’s here.

Talk to Dynamics 365 experts today!

#Dynamics 365 #Dynamics 365 CRM #MIcrosoft Dynamics 365 #DemandDynamics #Dynamicscrm

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soluzioneitservices · 4 years ago

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Report Scheduler for Dynamics 365

Reports Scheduler is the answer to that and enables you to automatically run reports in Dynamics CRM Online. You can set it to executes on a scheduled interval and send the report as an email attachment. Reports Scheduler supports both out-of-box system reports as well as custom reports and it can deliver automated reports to single user or users in a team.

This add-on supports both on-premises as well as online versions which allows easy scheduling of out-of-the-box CRM Views. The Add-on Report Scheduler is not version-specific and will work with all the versions of Dynamics CRM.

With this add-on you get the below features and functionalities added to your Dynamics 365 CRM:

· Automate Periodic Reports: With Report Scheduler you get an intellectual UI to set-up recurring and automated reports of CRM data on a periodic basis.

· Report Formats: Auto-generate reports in different formats as per your requirements. Export reports in PDF, Excel, Words, and other formats.

· Easy Emailing Option: Directly use email templates and include the reports generated from our Add-on and deliver the emails with the attached reports.

#Report Scheduler for Dynamics 365

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dbpmsnews · 6 years ago

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SharePoint Roadmap Pitstop: January 2019

"SharePoint Roadmap Pitstop: January 2019" by Mark Kashman originally published January 31st 2019 in Microsoft SharePoint Blog articles

The SharePoint team has been hard at work with great new updates rolled out in January 2019. This is the comprehensive recap for all things SharePoint and related technology, plus the Intrazone Roadmap Pitstop: January 2019 episode – a bonus monthly audible companion to help answer, "What's rolling out now for SharePoint and related technologies into Office 365?" It's all about supporting good change management based on feedback from you, our listeners/readers - so thank you.

Listen and scroll below (info, links and screenshots) to stay informed on how the SharePoint team kicks off 2019 - plus a few teasers of what's to come:

In this podcast episode, I, too, talk with Tejas Mehta (LinkedIn | Twitter), principal program manager on the SharePoint engineering team who focuses on all things SharePoint + Microsoft Teams integrations – better together (thanks to Tejas).

All the features listed below began rolling out to Targeted Release customers in Office 365 as of January 2019 (possibly early February 2019). “Buckle up! 2019 is gonna be a rip-roaring roadmap ride!" – Me. 😉

Inform and engage with dynamic employee experiences

Events web part now rolls up event items from numerous source sites

Can be configured to show content from various source sites – with choices ranging from “This site” to “Select sites” and “All sites in the hub” etc. This update enables you to choose where the event items come from (one site or many) and how they are to be displayed (Filmstrip or Compact). You can additionally refine how they appear by either entering a category name to filter by and/or selecting a date range – as simple as “All upcoming events” to “Next two weeks” to “Select date range” (where you choose the exact range).

The SharePoint Events web part can now roll up event items from across numerous sites, and better control how they appear on the page. Note the teal hyperlinks text showing the site each event is aggregated from.

Roadmap ID: 33135; learn more.

Learn more about using web parts on SharePoint pages in Office 365.

Learn more about building your modern intranet on SharePoint in Office 365.

Microsoft Stream mobile app is now available for Android & iOS

This is a great mobile app to watch your org and team videos on the go - and even take them offline with you when you're traveling. Get started with the Stream mobile apps for iOS & Android by visiting the App Store and Google Play.

The Microsoft Stream mobile app allows you to find and engage with videos, watch videos offline, and share.

Roadmap ID: 26268; learn more.

Office 365 group-connected team site logo themes appear correct in SharePoint home and SharePoint mobile app

You’ve been asking for this to get updated. This is a color fix for Office 365 group-connected team site logos, and how they are then consistently represented beyond the site itself. When going to change the look and picking a new color for a group with an un-customized logo, the logo color will (NOW PROPERLY) first update on the next page refresh or visit. And then, here comes the real magic of the fix -- it is THE same, consistent color selection that shows in SharePoint home in Office 365 and the SharePoint mobile app; that's the visual coherence people have been asking for.

Office 365 group-connected team site logo themes (left) appear correct in SharePoint home and in SharePoint mobile app (right).

Teamwork updates across SharePoint team sites, OneDrive and Yammer

Mac Files On-Demand (FoD) becoming generally available (GA) (aka, the OneDrive sync client for Mac)

First off, Mac Files On-Demand (FoD) works the same way it does on the PC. Now, what is it? This helps you access all your files in OneDrive without having to download all of them and use storage space on your device. And by ALL files, we mean files from your personal library in OneDrive as well as shared libraries in SharePoint in Office 365. New files created online or on another device appear as online-only files, which don’t take up space on your device. The feature will be on by default for new users on macOS Mojave. This feature will be ramped on for existing users over the coming months. Admins continue to have the ability to disable or enable this feature via a preference.

The new OneDrive sync client lets you sync files from your OneDrive for Business and even from SharePoint sites to your Mac desktop/Finder.

Roadmap ID: 44736; learn more here and here.

No longer be possible to restrict an entire organization (tenant) to classic mode

Starting April 1, 2019, it will no longer be possible to restrict an entire organization (tenant) to classic mode for lists and libraries. Lists and libraries may still use classic mode using the granular opt-out switches that we provide at the site collection, site, list, and library levels. Additionally, lists that use certain features and customizations that are not supported by modern will still be automatically switched to classic mode. This lays the foundation for numerous features rolling out next month - of which I tease below "What's coming in February 2019 teasers" section below.

Learn more.

Important, related technology

Office 365 for Mac is available on the Mac App Store

We’re committed to delivering the power and simplicity of Office in an experience designed specifically for Mac, and we continue to make significant investments in the platform. We’re excited to announce that Office 365 is now available on the newly redesigned Mac App Store. With one click, Mac users can download the cloud-connected, always-up-to-date version of the Office suite—including full installs of Word, Excel, PowerPoint, Outlook, OneNote, and OneDrive.

PowerPoint for Mac downloaded from the Mac App Store running a sample presentation on a MacBook Pro laptop.

“We are excited to welcome Microsoft Office 365 to the all-new Mac App Store in macOS Mojave. Apple and Microsoft have worked together to bring great Office productivity to Mac users from the very beginning. Now, with Office 365 on the Mac App Store, it’s easier than ever to get the latest and best version of Office 365 for Mac, iPad, and iPhone.” —Phil Schiller, Apple’s senior vice president of Worldwide Marketing.

Learn more; download Office 365 from the Mac App Store.

Out of box Flow templates in OneDrive

Easily create and run out-of-box Flow templates directly from OneDrive. Just select a document and click on the Flow button in the command bar. You’ll automatically have the options for the Copy as a PDF and Request sign-off Flow templates. Run the Flow, and with one click, you can create a copy of any document for a PDF or send off an approval.

Microsoft Flow Integration in OneDrive running a "Copy as PDF" flow on a Word document.

Roadmap ID: 45703; learn more.

SharePoint Migration tool updates

Designed to be used for migrations ranging from the smallest set of files to a large-scale enterprise migration, the SharePoint Migration Tool will let you bring your information to Office 365. This update brings an improved user interface with a new, simplified control service aligned to the visual themes of SharePoint in Office 365. It, too, gives you the ability to start new migrations without having to restart the SharePoint Migration Tool. Finally, you can more easily access and view the settings needed to support your migration scenario with a new simplified interaction flow and review experience.

A new, updated SharePoint Migration Tool user interface (UI) aligned with the Office 365 user experience.

Learn more.

Start migrating today using the SharePoint Migration Tool.

Updated Office 365 suite header experience for OneDrive and SharePoint

If a user or company has not customized the Office 365 suite header, they will see that the default app color has changed to be “communication blue.” This is important to communicate to customers who have not branded their header. This update also brings a new help experience – a panel that has a search box, a tip at the top, featured topics in the middle and additional tips. And the SharePoint site settings drop-down is now a right-hand panel. These new experiences just started rolling out to Targeted Release customers.

We’ve aligned on a new Fluent design across the Office apps including a coherent product header and navigation, simplified font styles, warmer color palette, thoughtful elevation system and more.

Roadmap ID 23754; learn more

New icons (including the new teal SharePoint icon) are coming to the Office 365 app launcher

The existing functionality with the Office 365 app launcher and Office.com will remain the same. The only difference will be the icons for Outlook, OneDrive, Word, Excel, PowerPoint, OneNote, SharePoint, Teams, Yammer and Skype will get updated to their new redesigned icons.

The new teal SharePoint icon.

Roadmap ID: 45441; learn more about the new Office icons.

Yammer Adoption Resources has a new look and updated content

Take your network to the next level with helpful adoption resources. Plan your strategy, prepare for launch, communicate a launch moment, training members, ongoing engagement, and ultimately measure success – these are all the resources available to you as your company grows and expands the business, with everyone connected and working together.

The home page of the updated Yammer Adoption Resources website.

Learn more.

What's coming in February 2019 teasers

Thing 1 - SharePoint lists & libraries get more modern features:

Column totals – You’ll be able to display column totals and subtotals in the footer of a group or a list/library view. [Roadmap ID: 46102]

Sticky headers – For large lists and libraries, the column headers will remain visible as you scroll vertically or horizontally in larger lists and libraries. [Roadmap ID: 46103]

Add columns between columns – You can insert new columns in-place between existing columns in a modern list or library view. [Roadmap ID: 46104]

Column drag and drop – If you need to move a column around in a list or library, just drag the column header to a new location in the view. [Roadmap ID: 46105]

Learn more about all and more.

Thing 2: Microsoft Stream can have quizzes & polls within the video playback – this is due to integration with Microsoft Forms to seamlessly add quizzes, forms or polling into training videos. Make your videos more engaging and interactive for learners, while giving trainers a way to understand how well the information is being comprehended.

Roadmap ID: 34240; learn more.

Helpful, ongoing change management resources

"Stay on top of Office 365 changes"

"Message center in Office 365"

Install the Office 365 admin app; view Message Center posts and stay current with push notifications.

Microsoft 365 public roadmap + pre-filtered URL for SharePoint, OneDrive, Yammer and Stream roadmap items.

SharePoint community blog

SharePoint twitter handle: @SharePoint

Follow me to catch news and interesting SharePoint things: @mkashman; pre-warning of occasional bad puns, too.

Thanks for tuning in and/or reading this episode/blog of the Intrazone Roadmap Pitstop – January 2019 (blog/podcast). We’re open to your feedback in comments below to hear how both the Roadmap Pitstop podcast episodes and blogs can be improved over time.

We had a lot to share and more to come next year - happiest of new years to you and yours. Please stay engaged. Ask questions. Push us where you want and need to get the best information and insights. We're here to put both our and your best change management foot forward.

Stay safe out there on the roadmap -- and thanks for listening and reading.

Happy now and future trails,

Mark

Read Full Post

#Microsoft SharePoint Blog articles

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inogic · 5 years ago

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Export Dynamics CRM Report

Key features about the Click2Export product are listed below: 1. One-click export tool for Dynamics 365 CRM Reports/Word Templates 2. Multiple file formats supported – PDF, MS Word, MS Excel, CSV & TIFF 3. Multiple export options supported – Download File, Email or Attach as a note 4. Automatically send the email with the exported Report/Word Template as an attachment 5. Click2Export currently supports English, Spanish, German, French, Portuguese & Dutch 6. Configure report parameters and filter criteria for Report 7. Create multiple templates with different filter options and parameter values for the Report 8. Individual or organizational Report/Word Template can be exported 9. Available to export the Report/Word Template for a single record or multiple records with one click 10. Default Email templates can be specified for generating the email for the Email option 11. Ability to upload the exported Report file/Word Template on SharePoint 12. Automate the exporting of Word Template by performing the required action for the selected record using Workflow

#Export Dynamics 365 Report to Excel #Dynamics 365 Report to Word #Dynamics 365 Word Template to PDF #Email Dynamics 365 Report #Save Dynamics 365 Report Excel #Attach to Email Dynamics 365 Report

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office2013productkeygenuine-blog · 8 years ago

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Have you used Office2013?

So far, if you have not installed Office2013, if you have not used Office2013, if? I can not imagine it!

After reading this article, flew rushed to their own computer armed up! SOA home page commonly used software download area there!

1, the software features

Operation interface

In contrast, Office 2010 operating interface looks slightly lengthy or even out of date feel, however, the new version of Office2013 suite made a great improvement on this, the Office 2010 file to start the beginning of the 3D ribbon image Canceled, adding a large single image. The new version of the Office suite is not just a little superficial job. One of the "file tab" is already a new look, users are more efficient operation. For example, when a user wants to create a new document, he can see the preview image of many available templates.

PDF document

PDF documents are really a headache, it is a headache because of the use of such documents in the work of a lot of inconvenience. Even if the user wants to intercept some formatted or unformatted text from a PDF document, it is crazy. But there are new versions of the Office suite, this problem is no longer a problem. The Word in the suite opens the PDF file and converts it into Word format, and the user can edit it as desired. You can save the results after modifying the PDF file or any file type supported by Word.

Create bookmarks automatically

This is a new feature that will undoubtedly improve their productivity for those who deal with the huge Word document. Users can navigate directly to the previous job or browse the page without dragging the "scroll bar".

In earlier versions, you can press (Shift + F5) to position the cursor at the last time you close the document when you open the document again.

Image search function

Office2010, you want to insert a network picture, you need to open a web browser to search for pictures after the insertion of PowerPoint presentations, or use the [insert - cut] function search Office cut the official website of the picture.

Microsoft takes into account the needs of users in this area, in PowerPoint, users simply in the Office will be able to use the search should find the appropriate picture, and then insert it into any Office document (add [insert - online picture] function) The

Quick analysis tools

For most users, it is a daunting problem to use the best method to analyze data and present data. With the Excel quick analysis tool, the problem becomes much simpler, and after the user enters the data, Excel will provide some suggestions for better formatting, analyzing, and presenting data. Even if some senior Excel users will be very fond of this feature.

2, interface introduction

Office2013 in the continuation of the Office 2010 Ribbon menu bar, into the Metro style. The overall interface tends to flat, it is fresh and simple. Smooth animation and smooth transition, bringing different past experience.

Offiice2013 only provides white, light gray, dark gray three theme colors, the theme color can not be the same as Windows7, Windows8 system custom, but can customize the upper right of the pattern style.

3, the new features

As Windows 8 official office suite software, Office 2013 in style to maintain a certain unity, the function and operation is also better support for Tablet PC and touch the direction of the development of equipment. Microsoft has already demonstrated ARM version of Windows 8 will be built-in Office2013 components, still in the form of desktop software version exists. Microsoft next generation office software Office 2013 in 2012 summer release beta, foreign media The Verge learned Office 2013 some new features.

As users expect, a new generation of Office with Metro interface, simple interface and touch mode is also more suitable for flat, so that it is easy to browse the same document with the PC.

Word gets the following improvements: double click to enlarge, smooth scrolling, video embedding, and you can also share documents online via the browser. Excel on this basis can also get the new format control and chart animation; At the same time, embedded in the Power Point Excel chart easier, no longer be plagued by the format.

Outlook is building weather forecasting and better multi-account support, OneNote is also more suitable for flat. Office 2013 components have been adjusted. [4]

Get the best experience for Office on Windows 8 devices

The quick and smooth interface allows you to put the most important documents, applications and people in front, so that when you open Office you will see the most important content.

Discover new and better ways to create, edit and browse - use the keyboard, stylus or touch screen!

By placing Office in the cloud, your documents and settings can be roaming with you

Log in to your account so you can see your Office applications, documents, and personal settings as you did when you left them last time.

Save your work online to OneDrive or SharePoint for easy access, editing, and sharing.

Keep your social networks and contacts in good contact with Office

With Outlook, view multiple email accounts, Facebook dynamic content, and Linkedin feeds in a centralized location.

By chatting with colleagues in Office, you will receive continuous updates about specific documents, websites, and people involved in your event feeds and keep in touch in real time.

Find a better way to create, read and share documents

Capture and organize all types of information - notes, pictures, web pages, voice memos, and other media in OneNote - and easily share with others.

View the Word document in a new reading mode to get a clear, focused, and easy-to-navigate reading experience on screens of varying sizes.

Once you save a document online to OneDrive or SharePoint, you can view and edit it with others at the same time, and the latest changes and comments are available to a group of people.

4, the characteristics of the components

Word2013

Microsoft will focus on the reading and writing experience, so the introduction of a new reading mode (ReadMode), will remove the upper operating interface, so that users are no longer distracted by the interface, the text will match the screen size The new reading mode also supports the ability to resume reading (Resume Reading), when leaving the reading mode, through the automatic bookmark to help users record the final location. In addition to reading mode, Word 2013 also adds two new features: Object Zoom (Object Zoom), and expand / minimize (Expand / Collapse). Zoom function can zoom in / out of a picture or object with a double click, and fill the screen with pictures and photos. Expanding / minimizing is another basic feature that allows the user to hide or display the following paragraphs with the title as long as they are clicked. Other enhanced navigation experiences in Word 2013 include the Navigation Pane, Smoother Scrolling files, and the Dictionary and the translations

(Translation) function to upgrade. Word 2011 also adds a new Reply Comments feature to help users follow the comments next to the text; users can also see who is in the file comments, password protection (Password-Protect) function also Include followers, including the ability to use the reply comment feature after changing the password. The Online Now feature is also included in Word 2013 and is quite similar to PowerPoint 2010's Play Slide Show feature and allows Word 2013 users to share files with others through the browser. Word 2013 Touch mode for tablet design, the user can easily move the file through the finger, zoom in the function keys also help through finger operation. Word 2013 also adds PDF reflow (PDFReflow) function, when the user opens the PDF file, the original fixed PDF page can be re-screen layout, just as you create a PDF file in Word. Word2013 also add online video features, can be embedded in the Word file to watch the video. Other improvements to the experience, including the new document design (document design) design paging, and online insert picture function, from Facebook, Flickr and other online services to insert pictures.

Excel2013

Microsoft's goal for Excel 2013 is to be more approachable, allowing users to easily map large numbers of numbers. New quick analysis lens

(QuickAnalysis Lens) can be visual and intuitive to visualize the presentation, recommended charts (RecommendedCharts) and the pivot analysis table (PivotTables) will help the data to find the best way to show the image. Excel 2013 also includes new features include Flash Fill, Excel table data format can be simplified rearrangement; touch mode (Touch Mode) is directly through the finger on the Tablet PC operation, flow charts and other functions. Excel 2013 also introduces a new Chart FormattingControl tool to fine-tune the chart through the Full Interactive Interface. Chart Animations allows you to see different changes when you add new data points (New DataPoints) or adjust your existing numbers. Microsoft is also adding a new Start Experience feature for Excel 2013, which will feature a variety of templates for professionals, including budget templates, calendar templates, form templates, and report templates.

Access2013

What's new in Access2013? In a word, is the application. The Access Web application is a new type of database that you generate in Access and then used as a SharePoint application in a Web browser and shared with others. To build an application, you simply select the type of data you want to track (contacts, tasks, items, etc.). Access will create a database structure that contains various views that allow you to add and edit data. Navigation and basic commands are built-in, so you can start using your application now.

1. Build the application: Using a SharePoint server or Office 365 site as a host, you will be able to generate a perfect browser-based database application. In essence, Access applications use SQL Server to provide the best performance and data integrity.

2. Table template: Use a pre-designed table template to quickly add the table to your application. If you want to track the task, search for the task template and click the desired template.

3. External data: Import data from Access desktop databases, Microsoft Excel files, ODBC data sources, text files, and SharePoint lists.

4. Open with a browser: When you complete the design, you do not need to find the Compatibility Checker or the "Publish" button. Just click "Start Application" to activate your application.

5. Automatically create user interfaces, including navigation: Access applications do not require you to build views, switch panels, and other user interface (UI) elements. The table name is displayed on the left edge of the window, and the view of each table is displayed at the top.

6. Action bar: Each built-in view has an action bar that contains buttons for adding, editing, saving, and deleting items. You can add more buttons to this action bar to run any custom macros you have built, or you can also delete buttons that you do not want users to use.

7. Easier to modify the view: The application allows you to place the control anywhere you need without having to adjust the layout first. You can drag and drop controls, and other controls are automatically removed to allow space.

8. Property settings Note: You do not need to search for specific settings in the property sheet, and these settings are conveniently located within the label next to each partition or control.

9. New controls for handling related data:

9.1 Related Item Controls: The associated project controls provide a quick way to list and summarize data in related tables or queries. Click the item to open the details view of the item.

9.2AutoComplete control: The AutoComplete control can find data from related tables. It is a combo box that works more like an instant search box.

10. Drill Link: The Drill button gives you quick access to detailed information about the project. The Access application processes the background logic to ensure that the correct data is displayed.

11. New deployment options:

11.1 Permission Improvements: Better Control Who can modify your application. SharePoint now comes with three levels of permission: designers, creators, and readers. Only designers can make design changes to views and tables. The creator can change the data, but can not change the design; the reader can only read the existing data.

11.2 Package and Distribute Applications: The Access application can be saved as a package file and then added to your enterprise directory or OfficeStore. On the Office Store, you can distribute your app for free, or you can charge a fee for some money.

PowerPoint2013

Microsoft will be 16: 9 ratio as the default aspect ratio of PowerPoint2013, this should be the majority of users.

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inogic · 5 years ago

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Export Dynamics 365 Report to CSV

. Export Dynamics 365 CRM Reports/Word templates in a one click . Dynamics CRM Reports can be exported in Multiple file formats supported – PDF, MS Word, MS Excel, CSV or TIFF & Word templates in PDF and MS Word format . Multiple export options supported – Download File, Email or Attach as a note . Ability to configure report parameters and filter criteria for record selection . Create multiple templates with different filter options and parameter values for the report . Individual or organizational report can be exported . Available to export the report for a single record or multiple records with one click . Email templates can be specified for generating the email for the Email option . Set schedule to export Reports/Word Templates at regular intervals . Auto-Send email with Dynamics 365 CRM exported report as attachment

#Export Dynamics CRM Report #Dynamics 365 Word Template to PDF #Email Dynamics 365 Report #Save Dynamics 365 Report Word #Report Scheduler Dynamics 365

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inogic · 5 years ago

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Dynamics 365 Export all Reports

Click2Export is a productivity add-on for Dynamics 365 that helps you to export Dynamics 365/CRM reports to widely used file formats like PDF, Excel or Word in a single click. The exported reports can be further attached to an email or note or simply downloaded for offline use. This is available for CRM versions beginning CRM 2013 and support all deployment models. Key Features: Supported file formats: The report can be exported to PDF, Excel, or Word in 1 Click Actions: Easily attach the report to email or note or simply download Configurable Templates: Create multiple templates for a single report with different parameter values supplied. Queries can also be edited. Bulk Export: Reports can be exported for multiple records simultaneously Report Types: Reports designed using SQL as well as FetchXML queries is supported.

#Export Dynamics CRM Report #Export Dynamics 365 Report to Excel #Dynamics 365 Report to Word #Dynamics 365 Export all Reports #Dynamics 365 Report to CSV #Dynamics 365 Word Template to PDF #Save Dynamics 365 Report Word

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demanddynamics · 4 years ago

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New features and enhancements of Dynamics 365 Sales 2020 Release Wave 1

As part of the 2020 Release Wave 1, Microsoft has recently announced dozens of upgrades for its suite of cloud apps including Sales, Marketing, Customer Service, Field Service, Finance, Supply Chain Management, Human Resources, Commerce, and Business Central.

So far in our 2020 Wave 1 features upgrade series, we have reviewed Dynamics 365 Business Central 2020 Wave 1 and Dynamics 365 Finance and Operations (F&O) Wave 1. In today’s blog, we are discussing the Dynamics 365 Sales features 2020 Release Wave 1.

For Dynamics 365 Sales, Microsoft continues to focus on user experience and productivity improvements. However, the new Dynamics 365 Sales features will drive quick activity management, modern user experience, accountability, and sales success. Let’s look at some of the most exciting upgrades happening to Dynamics Sales:

The Kanban view for opportunities

This Dynamics 365 Sales feature upgrade will provide your salespeople with a great visual to manage their opportunities. By accommodating user preferences and work styles, the Kanban view for opportunities will help your salespeople work more effectively than ever before. The Kanban view enables you to easily toggle between the existing grid view and the Kanban view while viewing the opportunity pipeline by sales path on the Kanban board. The simplified and intuitive experience of the Kanban view also allows your sales team to move opportunities by simply dragging them into place.

Easier selection of email templates

This enhanced Dynamics 365 Sales feature will help organizations ensure consistency and create deeper engagement across customer communications. To simplify the user experience and take advantage of the email templates, Microsoft has automated data entry in emails by mapping template text to field data and automatically having these values filled-in to emails.

Customize forecast models

This feature provides flexible configurations, filtering to support multiple types of forecasting, different organizational structures, rollup categories, advanced filtering and adapt security modeling to improve sales forecast processes.

Improve and adjust forecast accuracy

This enhancement will empower your sales team. Your sales managers can seamlessly make adjustments to any forecasted values, including deleting forecast adjustments or reverting back to an older forecast with this Dynamics 365 Sales feature. Therefore, your sales managers will gain a deeper understanding by identifying the underlying records that contribute to changes and analyzing the history of the forecast adjustments.

Understand forecasts with precision pipeline management

This forecasting capability for Dynamics 365 Sales 2020 Wave 1 enables salespeople to directly modify deal information in the flow and instantly see changes to the forecast. The responsive forecast grid with visual cues and near real-time updates in this Dynamics 365 Sales feature will provide your sales team with automatic recalculations of forecast values in order to always ensure fresh data.

License enforcement

The licensing enforcement enhancement will help your business align with the Team Member license restrictions described by Microsoft. The license-based access will restrict users to a set of designated app modules including the Customer Service Hub, Sales Hub, or custom app.

Manage activities with ease

Dynamics 365 Sales has elevated activity management by helping users find, view, navigate, and update activities with ease. This feature encourages your team to collaborate and organize activities, prioritize tasks, and manage sales activities more effectively.

Sales Team Member app module

The Sales Team Member app module is a new feature of Dynamics 365 Sales that was announced in the 2020 Release Wave 1. This app module enables users to view customer details, leads, and opportunities related to a customer, as well as create and view activities for a customer or related leads or opportunities.

Save standardized PDF documents to Dynamics 365 Sales or Microsoft SharePoint

This enhancement empowers your sales team to create an email standard PDF documents based on quotes and other entity records. This feature will enable your salespeople to quickly save standardized PDF documents created from Word templates as attachments in Notes, as well as save standardized PDF documents based on Word templates in SharePoint.

Elevate your business with the new and improved Dynamics 365 for Sales

Dynamics 365 Sales enables many organizations to simplify their existing sales efforts and improve their productivity and efficiency. The new Dynamics 365 Sales Feature upgrades will empower your sales team to achieve better results and optimize their sales efforts. Please reach out to us for more information on how Dynamics 365 Sales can improve your entire sales process. At DemandDynamics, we provide expert consultation for your Dynamics 365 Sales implementation, customization, integration, development and/or maintenance support.

To learn more about leveraging the latest Dynamics 365 Sales Features Wave 1 Update for April 2020, talk to our team now!

#Dynamics 365 Consulting Dynamics 365 Features Dynamics 365 sales Dynamics 365 Sales Features dynamics CRM Features Dynamics CRM Implementati

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