Dynamics 365 Customer Engagement provides multiple out-of-the-box options for personalized reporting – without the need for a developer! These real-time ad hoc reports are available to all end users.
One of the greatest Dynamics 365 feature releases to date is Product Recommendations with Azure Machine Learning. This feature enables Dynamics 365 to use Azure to analyze your current CRM data to automatically predict which products to recommend based on customer purchasing trends.
Microsoft Dynamics 365 has provided a wide range of new functionality to both its CRM and ERP sub-systems. Specifically, Dynamics 365 allows for slicing-and-dicing of Dynamics 365 Customer Engagement (formerly “CRM”) into 365 Apps.
Business Rules guide users through forms by auto-populating field values (Set Field Value), highlighting required fields (Set Business Required), restricting access to certain fields (Lock/Unlock Field) or hiding them completely (Show/Hide Field), and displaying an error message if what they entered…
The primary goal of any business management software is to collect data to speed up processes and to generate reliable reports (such as revenue forecasts).
All deployments have security considerations.