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In this preview of the upcoming October 2021 release from Dynamics 365 Sales Hub

The deal manager workspace is the new way to manage opportunities in Dynamics 365 Sales. It can be personalised and customised depending on what sellers want to see in their workspace. Sellers can:

• Organise opportunities in a way that works for them
• Personalise their views
• Update information on the fly
• Add notes and tasks, and much more.

As Dynamics 365 has evolved from Dynamics CRM, for long term users' sometime changes impact on your speed and efficiency of using the system.

For me, managing Dynamics tasks in outlook was one of these changes, I did not love.

Recently I took a good look at what the system could do and now I want to share how Dynamics Tasks in Outlook is better than it used to be.

See how agents can receive contextually-relevant, proactive insights to help personalise conversations, and expedite resolutions in Dynamics 365 Omnichannel.

In this feature overview video series, we highlight new capabilities included in the latest update to Dynamics 365 Sales.
As part of Microsoft's commitment to simplify CRM experiences and help sellers focus on selling, introducing an intuitive mobile experience to offer quick access to customer information and make it easy to keep this information current.

In this video, get an overview of omnichannel capabilities for Microsoft Dynamics 365 for Customer Service. Dynamics 365 for Customer Service introduces new channels and rich omnichannel experiences to offer customers personalized support and empower agents to interact seamlessly with customers in real-time. This is through Chat for Dynamics 365, asynchronously with SMS, or AI-assisted service with your own bot built on the Microsoft Bot Framework in the new Customer Service omnichannel experience.

Microsoft have continued to evolve the scheduling board since it was first introduce in the Field Service area of the system. Scheduling your resources whether, they are people, equipment or locations, can be handled easily and visually with the Dynamics Resource Scheduling app. This is now designed to work with your custom tables, so you can schedule custom resources that specifically meet your business needs. This video shows a quick outline of the system and how it works.

A video from OA Systems about the Dynamics 365 Sales Hub app. A simple uncomplicated introduction to the system. 

A video to show the new layout and capabilities of Dynamics 365 relevancy search. Including natural language search.

Need more Information?

Check our Case Studies for examples of how we've helped various companies realise the benefits of Customer Engagement...

OA Systems did a brilliant job of updating our Microsoft CRM4.0 to Dynamics 365. The process was smooth from start to finish and they completed on time and on budget.
Highly recommended.

Brendon Reid, Managing Director, Automation Associates Ltd

The OA Systems development team has a really detailed understanding of every layer of our business

Ayla Hutton, Technology and Projects Manager at Safety ‘n Action

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