Bob, what are some of the key features added to Dynamics 365 Sales in the latest release?
I have picked out 3 features in the latest release that should get your attention.
Duplicate Detection – Enhanced Email Experience – Added PDF Capabilities
The feature overview video below, highlights 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, Dynamics CRM is optimizing the duplicate detection and merge user experiences, which would help users to make an informed decision and avoid duplicate data entry.
Enhanced Email Experience
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.
Added PDF Capabilities
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.
Watch the short video: