Dynamics 365 Sales: Usability enhancements
In this feature overview video series, we highlight new capabilities included in the latest update to Dynamics 365 Sales. Get improved data management experience with simplified duplicate detection and merge capabilities. Data quality not only affects business performance but has a direct effect on a user's experience and productivity, due to effort wasted on searching and reconciling data. Duplicate detection and merge capabilities play a significant role in keeping data clean. To enable organizations to maintain data hygiene, we're optimizing the duplicate detection and merge user experiences, which would help users to make an informed decision and avoid duplicate data entry. Be more productive with new capabilities for the enhanced email experience.
Email is one of the core communication channels that sellers regularly use while interacting with customers and prospects. With the enhanced email (pop-up) experience available from the timeline, sellers will have a streamlined experience and greater flexibility, allowing them to respond to and view email correspondences without losing the current context. Additionally, sellers can be more productive with an improved file attachment experience that allows them to easily add and remove files to an email. Simplify your document workflows with enhanced PDF capabilities.
Organizations prefer creating and sharing offers or sales contracts in the form of non-editable PDF files to simplify and standardize the sales process and make it less error-prone. To make it even easier to collaborate on these generated PDF files, we're optimizing the PDF generation experience further and extending the capability to custom entities. Get the most out of Dynamics 365 Release plan
View all capabilities included in this release: https://aka.ms/Plan/2020RW2/Sales Product updates
Stay up to date on latest product updates: https://aka.ms/Updates/Sales Release calendar
Know important release milestones: https://aka.ms/Updates/Calendar/Sales Licensing
Improve your understanding of how to license Dynamics 365: https://aka.ms/Licensing/Sales Product documentation
Find documentation for Dynamics 365: https://aka.ms/Documentation/Sales User community
Engage with Dynamics 365 experts and peers in the community: https://aka.ms/Community/Sales Upcoming events
Find and register for in person and online events: https://aka.ms/Events/Sales Product trials
Get started with Dynamics 365: https://aka.ms/Trials/Sales Thank you for watching our video! Stay up-to-date with the latest news and updates from the Dynamics 365 Team by visiting: https://dynamics.microsoft.com/en-us/ The opportunities don’t stop there! We urge our community to continue learning through the following resources: Dynamics 365 Blog: https://cloudblogs.microsoft.com/dynamics365/ Free trial: https://trials.dynamics.com/Dynamics365/Signup Subscribe to Dynamics 365 YouTube: http://www.youtube.com/c/MicrosoftDynamics365 Dynamics 365 on Facebook: https://www.facebook.com/msftdynamics365/ Dynamics 365 on LinkedIn: https://www.linkedin.com/showcase/microsoft-dynamics/ Dynamics 365 on Twitter: https://twitter.com/MSFTDynamics365?lang=en #Microsoft #MSDyn365 https://www.youtube.com/watch?v=zGypae_L_8I