Microsoft has released an updated roadmap for Dynamics 365 and other Business Applications including no less than 90 planned new capabilities. These latest changes will be part of the next release which rolls out between now and March 2019. Existing customers will have no option to skip the update as discussed in our last blog.
Further blogs will follow with more information on some of the key areas being updated. For now, we have produced the below summary of some of the forthcoming changes.
Microsoft Teams – enhanced integration means Teams will now work even more closely with Dynamics 365. This will enable non-Dynamics 365 users to more effectively collaborate with colleagues who are using Dynamics 365.
Unified Client Interface – further improvements are planned to the streamlined interface designed to provide a uniform experience across any device and regardless of screen size.
Playbooks – this is brand new functionality to automate certain sales actions if a pre-defined event occurs. It is intended that this will allow contingency planning and offer guidance to users in certain situations.
Similar Case Suggestions / Knowledge Article Recommendations – using Microsoft Text Analytics APIs to assist with case resolution.
Omni-Channel Engagement Hub – extending Dynamics 365 for Customer Service to include live chat and SMS functionality. Allowing customers to seamlessly connect their own chat bots built on the Microsoft Bot Framework.
Dynamics 365 Web Portals – extensive improvements are promised and a couple of the key features will be SharePoint Integration and the ability to restrict IP addresses or ranges. Unfortunately, a self-service portal will now require a minimum of 10 Enterprise licences rather than the current 5.
LinkedIn Integration – further LinkedIn Sales Navigator controls will be added and will now be customisable and available to add to guided process flows using the Unified Interface. Enhanced insights will be available including recommending targets and identifying colleagues who may be able to facilitate an introduction.
Dynamics 365 for Marketing – planned improvements include Account Based Marketing and Social Listening for Campaigns. A Marketing Calendar and the ability to add video content to marketing communications using Microsoft Stream will also be added.