The Evolution from Dynamics CRM to Dynamics 365 for Sales

September 5, 2019 Tanya Regna

At Western Computer, we commonly get asked about the difference between Microsoft Dynamics CRM and Dynamics 365 for Sales. Are they the same solution? If so, why did the name change?

Microsoft Dynamics CRM was rebranded as Microsoft Dynamics 365 for Sales as part of Microsoft’s shift towards unifying their business solutions under the Dynamics 365 umbrella. Additionally, Microsoft Dynamics 365 for Sales includes some major upgrades and cutting-edge features that improve the software while empowering businesses to manage their own solutions.

 

Integrations and Upgrades

The current and upcoming enhancements for Dynamics 365 for Sales reflect Microsoft’s ongoing focus on integrating its entire business software stack and transitioning to an app-based solutions model that provides specific functionality for each user.

D365 for Sales has all of the basic functionality of Dynamics CRM, but it’s been updated for a better user interface and contains a variety of new features to help your sales team thrive. As a focus for these improvements, Microsoft has been making developments based on common requests from customers and investing in emerging technologies such as AI and more customizable user interfaces.

 

5 Key Enhancements for Dynamics 365 for Sales

 

1. Unified Interface

The new Unified Interface is a major enhancement that shifts the Dynamics 365 interface to a streamlined, app-based model for users. Instead of the classic CRM interface of logging in and hitting directives of where to navigate to, the unified interface can easily be tailored to the role of each individual or to the organization. This access can also be based on security roles provisioned within system.

The new unified interface is more interactive, more intuitive, and more mobile-friendly. In addition to making all sales functionality easier to access, the interface allows for quick onboarding, better training, higher user adoption, and greater self-sufficiency.  

 

2. Advanced Find – “NOT IN” query

Advanced Find now has the option to build a ‘NOT IN’ query. For example, users can query for all cases that do not have a related task. This allows users to search and determine whether follow-up tasks have not been created.

 

3. Multi-Select Option Set

With this out-of-the-box functionality, customizers can now add multi-select pick lists to different types of forms and grids. It’s possible to specify multiple values (up to 150!) for the field that users can select.  

 

4. Relevance search

You can use the new global search user interface to search, view, and access all online Dynamics 365 records. The intuitive search will prompt you to end queries based on items that contain relevant terminology.

 

5. Outlook App

The embedded CRM and sales functionality available for Outlook is now app-based, so nothing needs to be installed in your computer. Users can stay within Outlook and access their CRM functionality to create any record from within Outlook.

 

Learn how Western Computer and Dynamics 365 for Sales can empower your team to succeed

These are just a few of the great new features available in Dynamics 365 version 9. These enhancements are part of Microsoft’s ongoing push to enable businesses to gain self-sufficiency and develop their own innovations with their technology—something Western Computer has also been dedicated to for more than 30 years. Contact us today to learn more about Dynamics 365 for Sales, how businesses are implementing and using it, and how it can help your employees succeed.

About the Author

Tanya Regna

Tanya Regna is Western Computer’s Dynamics 365 Customer Engagement/CRM Project Manager and Solution Architect. Tanya is experienced in all phases of the software development life cycle, from requirements gathering through documentation, training, and go-live support. Tanya has worked with clients to ensure alignment of internal business requirements to best practices, extending the out of the box functionality of Dynamics 365 for Sales.

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