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Spring Release of Dynamics 365 for Customer Engagement Updates

By Tim Harris, VP Strategy & Solutions, Arbela Technologies

The spring release of Dynamics 365 for Customer Engagement has some exciting announcements including LinkedIn integration, Relationship Insights, Action Cards and Relevance Searching. In addition Prospect to Cash integrations, this latest release shows the power of an integrated and intelligent CRM application dynamically linked with your productivity applications.

LinkedIn Sales Navigator:

Providing sales intelligence from over 500M LinkedIn profiles to your sales team.  Determine how you can get introduced, what you can share in common with prospects and gain account insights embedded with-in your D365 CRM entities.  You can now also sync your InMail, messages, and notes between the two applications.  You will need a Sales Navigator license – but you can also get a combined license from Microsoft at a discounted rate.

Action Cards:

Action Cards integrate with your o365 Outlook and D365 Customer Engagement activities to provide insights into action items associated with your communications.  Leveraging artificial intelligence, we can determine if a competitor is mentioned or a file has been requested or if we have an appointment coming up.  Providing actionable content for Sales Reps to make sure there are no missing in action tasks.

Relationship Analytics:

Relationship analytics will indicate the health of your relationship with accounts and contacts.  Are they opening your emails?  When was the last communication?  Who is most contacted?  These KPI’s will determine accounts/contacts at risk that require attention reducing churn.

Cortana Integration:

Leveraging the digital assistant Cortana – we can see and request information about our sales data.   Seeing which activities, accounts & opportunities I’m working, drill into the information attached to that opportunity without having to go into your CRM application.

Check out our Webinar on Tuesday, Aug, 1st at 9:00 AM PDT where we will dive into these in more depth.

Read more from the official Microsoft press release here.