Category: Dynamics Features (Page 3 of 3)

Microsoft Dynamics 365 for Talent is Here! First Impressions

June 15, 2017 /

Microsoft recently released the Technical Preview of Microsoft Dynamics for Talent, and I had the opportunity to test drive this new offering in trying to understand what it is all about. And the short version of this blog, is that I am impressed how they’ve brought so many HR functions together into one simple solution.

So what is Dynamics 365 for Talent?

Dynamics 365 for Talent aims to be an Employee Centric solution that takes your common HR functions and brings them together in a meaningful way to both your managers, HR staff and your prospective and current employees.

The solution can be thought of as three separate workloads (or experiences). They are at a high level:

  1. Human Resources
  2. Attract
  3.       Onboard

Let’s have a closer look at each experience and what it offers.

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Introducing the Customer Data Type

September 18, 2016 /

In the real world, our customers are either individuals or a group of individuals such as a company. However Microsoft has always made a distinction when it comes to how we organise our data models especially with custom entities – you’re either one or the other, requiring separate lookups for each. Not anymore! One of the neatest new features of CRM Online 2016 Update 1 (CRM 2016 SP1 for On-Premise) is the introduction of a new Attribute Data Type called “Customer”.

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How to use Cortana to CRM App Preview in Australia

April 19, 2016 /

Ever since the announcement of Cortana support for Dynamics CRM phone app, I’ve been excited in learning more. The only problem is that this preview feature is currently only available to the North American market and not Australia. Never fear, there’s always a solution.

Here’s how to test the new Cortana to CRM integration with any Windows Phone device in Australia.

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Creating new Voice of the Customer Surveys in CRM 2016

March 14, 2016 /

In a competitive market, customers continually judge us on service quality, timeliness of response, and resolution times. How do we meet these challenges as an organisation? One such method is through surveys and questionaires. Voice of the Customer is a new CRM 2016 feature that was created to do exactly that – with Voice of the Customer we can easily setup surveys, distribute them to contacts via workflows, and capture responses.

In this blog I will show you how to setup and configure personalized surveys with the new ‘Voice of the Customer’ solution.

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