New Features Coming to Dynamics 365 Customer Engagement

You’re probably wondering what’s up with the new version of Dynamics 365 Customer Engagement, since version 9.0 was just released. What could Microsoft possibly be adding so soon after the biggest release in D365 history? Dynamics 365 Customer Engagement v9.1 (version 9.1) is offering users even more possibilities within the system. This blog will address two major features that are coming soon and are very exciting to the community: the introduction of Playbooks and the integration of Microsoft Teams.

Also, for previous Dynamics 365 CE users, keep in mind that updates are now automatic. Everyone will be updated to Dynamics 365 v9.1 as soon as it becomes available.

Playbooks

Microsoft is introducing a new feature called Playbooks, a new capability to automate sales actions in a way that will help salespeople with contingency planning and guidance through their sales process. Playbooks is an event-driven guidance engine that will allow businesses to automate repeatable sales activities and respond to external events. When a D365 salesperson communicates with a prospect, Playbooks will predict and trigger a list of activities and tasks that the seller should take to successfully win an opportunity. Organizations will be able to configure Playbooks to define the set of activities needed to automate once triggered.

Microsoft Teams and Dynamics 365 Integration

Microsoft is bringing a powerful possibility for salespeople to collaborate with more people and more data. An integration that has been long awaited, Microsoft Teams and Dynamics 365 will allow Microsoft Teams members to access D365 records, even without a D365 license. Team members will be able to be a part of different team channels, and each team channel will be able to connect to any Dynamics 365 record. For example, a team of salespeople for a specific opportunity could be turned into a team within Microsoft Teams with a connection to the D365 Opportunity they are collaborating on. Team members will be able to navigate to a team channel in the Microsoft Teams UI and see the D365 data from there. Team members will be able to leverage the chat functionality within Teams, allowing them to engage during every point of the sales cycle. Document Locations are also not a worry since Microsoft Teams and D365 share the same central SharePoint location.

Dynamics 365 v9.1

With these two features, Microsoft is providing salespeople more possibilities to excel in their jobs and enabling businesses to excel in their sales. For current users, keep in mind the previous changes made in Dynamics 365 v9.1: new field type multi-select option sets, a new timeline control for advanced activity tracking, and the future of D365 user experience, the Unified Interface.


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