User Review( votes)
The Microsoft Dynamics 365 (CRM) 2022 release wave 1 is coming up soon, with new features and enhancements rolling out from April to September! Numerous improvements have been announced for every Dynamics 365 module, including Sales, Service, and Marketing, as well as the Microsoft Power Platform. We’re looking forward to seeing them in action, but in the meantime, here our top 5 new Dynamics 365 features!
Feature #1: New modern search
One of the biggest changes is that the advanced search as we know it will be replaced by a new, modern search with several features. Indeed, it will now be possible to filter data through multiple entities, modify columns, save the view as a personal view, and share it with other users.
Feature #2: Mask system views
It will also be possible to mask system views to remove unused views from the list. This will keep things tidy and make it easier for users to browse through their views to find the one they’re looking for.
Feature #3: Send in-app notifications
This new feature lets users create custom notifications and reminders that will be displayed in the CRM when desired. The sender has control of the action or actions that will trigger the notification and who the recipient will be.
Feature #4: Create and join Teams meetings from in-app appointments
When creating an appointment in the CRM, users will also be able to create and add a Teams meeting directly from the appointment instead of having to go through Outlook to do so. It will also be possible to join Teams meetings directly from the CRM activity.
Feature #5: Infinite scrolling
There’s currently a limited number of records displayed on every page within a view, requiring users to click to navigate to the next page. With infinite scrolling, users can simply continue scrolling to get to the record they wish.
Microsoft continuously strives to improve its products and make them more efficient and user-friendly, and these are only five new features among hundreds of planned improvements. For the complete list of enhancements and features coming to Dynamics 365 modules, read the Microsoft Dynamics 365 2022 release wave 1 plan on the Microsoft website.
By JOVACO Solutions, Microsoft Dynamics 365 specialist in Quebec
About JOVACO Solutions
JOVACO Solutions is a leading ERP and CRM solution provider operating for over 35 years. As a specialist of Microsoft Dynamics business management solutions, we offer a wide range of products and services to meet all the needs of professional services firms and project-based organizations. We also offer specialized project management tools and timesheet add-ons fully integrated to Microsoft Dynamics solutions. Visit our website or contact us for more information.
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