Tech Insider Update Highlights Latest Enhancements to Microsoft Dynamics 365 to Support CRM Activity

User Review
0 (0 votes)

Recently, JourneyTEAM hosted the Tech Insider Update for Q1 to preview the latest enhancements and changes to the Microsoft Suite. Many of the updates are to Microsoft Dynamics 365 applications, proving that Microsoft continues to deliver CRM features that help your organization better serve your customers, work more productively, and close more deals.  

Delivered in a rapid-fire format, the Tech Insider Update is presented by industry-leading JourneyTEAM consultants and developers who provide business strategies and insider tips to promote your success.  

Interested in learning about the latest updates to Microsoft Dynamics 365? Here are some of the highlights:  

Microsoft Dynamics 365 (Sales, Marketing, Customer Service, Project Operations, Field Service, and Business Central) 

Dynamics 356 Sales:  

  • New real-time seller KPIs 
  • Enhancements to personal settings 
  • Advanced editable grid 

Dynamics 356 Marketing: 

  • Customer Journey Editor enhancements 
  •  A/B Testing enhancements  
  • New personalization features and point-and-click interface in Email Editor 

Dynamics 356 Customer Service: 

  • Omnichannel Voice: Call recording and call routing, intelligent voicebot via Power Virtual Agents  
  • Omnichannel Chat: Embedded analytics for chat and digital messaging  
  • Updates to resolved and cancelled cases  
  • Improvements to embedded analytics in Case Management 
  • Maturity Model Assessment 
[embedded content]

Dynamics 356 Project Operations (formerly “Project Service Automation): 

  • In preview: traditional task grids, planner board and timeline view 

Dynamics 356 Field Service: 

  • Power Apps for Field Service 
  • Enhancements to mobile application interface  
  • Geofencing perimeter 

Dynamics 356 Business Central 

  • Seamless data integration between Microsoft Dynamics solutions  

Microsoft Power Platform (Power BI, Power Automate, Power Virtual Agents, Power Apps 

Power BI 

  • 33 major updates, hundreds of small improvements and enhancements in Feb. 2021 release 
  • Anomaly detection for Power BI Mobile 

Power Automate 

  • New Connectors – Power BI Dataflows 

Power Virtual Agents 

  • Now available in Teams 

Power Apps 

  • Model Apps on Mobile relevance search, intellitype and history  
[embedded content]


Focus and Collaboration Tools: Microsoft SharePoint, Teams and Viva 


  • Results from PowerBI coming to Microsoft Search in SharePoint 
  • Future date page publishing  
  • Power Automate approvals to add sites to a hub 
  • Calendar view on SharePoint lists 
  • Page comparison visualization 


  • Meeting reactions in meetings 
  • Virtual breakout rooms 
  • Power Automate approvals now visible within Teams  
  • Teams Usage Report in Microsoft 365 Admin Center 
  • Increase of Team membership to 25,000 members per team 


  • Updates to Viva Insights, Viva Topics, Viva Learning and Viva Connections 

Forms and Planner 


  • Forms polls in Microsoft Teams meetings 
  • Email receipt and download response  


  • Smart backgrounds 
  • Intelligent file recommendations 
  • Tasks in Teams 

Microsoft Office 365 and the Cloud  

The Tech Insider Update also covered many updates to Microsoft Admin tools including:  

  • Exchange Online 
  • Azure AD 
  • Microsoft Unified Endpoint Management (Intune) 

Click here to see the full article!


  1. Join a free consultation and ask all the questions you wish.
  1. Plan your Deep Dive meeting – Get your organization’s Customized Solutions presentation.



Article by:Jenn Alba – Marketing Manager – 801.938.7816

JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more.