Leveraging Copilot in Dynamics 365 Sales to prepare for sales meeting
In today’s rapidly evolving sales environment, staying ahead of the curve is more crucial than ever.
Microsoft Dynamics 365 Blog
Migrate from Customer Service Hub to Customer Service workspace
Starting February 2025, new Customer Service customers with Enterprise licenses will only see the Customer Service workspace app. The Customer Service Hub (CSH) app will no longer be available for all new organizations with Enterprise licenses. The recent release wave introduced an exciting set of new features to help support representatives be more productive. Dynamics
Create a data maintenance strategy for Dynamics 365 finance and operations data (part two)
A well-defined data maintenance strategy improves the quality and performance of your database and reduces storage costs. In this post, we focus on data retention at the table level as part of your overall data maintenance strategy.
Create a data maintenance strategy for Dynamics 365 finance and operations data (part one)
Data maintenance—understanding what data needs to be stored where and for how long—can seem like an overwhelming task. Cleanup routines can help, but a good data maintenance strategy will make sure that you’re using your storage effectively and avoiding overages.
Elevating email efficiency using Copilot in Dynamics 365 Sales and the rich text editor
In today's digital-first environment, effective communication is crucial for maintaining strong business relationships and driving sales success
Transform seller effectiveness with Dynamics 365 Sales Copilot
In today's fast-paced sales landscape, prioritizing core selling activities over low-value tasks is crucial. Copilot in Dynamics 365 Sales can help.
Copilot in D365 Sales boosts efficiency with content recommendations and Q&A
Sellers are often faced with situations where they need to sift through a lot of information to find the one piece they need.
Try skill-based agent search in Dynamics 365 Customer Service
We're excited to announce skill-based agent search, designed to enhance agent collaboration and improve agent efficiency within Dynamics 365 Customer Service.
Improved Project sales tax capabilities now available
Dynamics 365 Project Operations has made significant improvements to consistently apply tax calculations and expanded support for scenarios including sales tax across the application.
Empower agents to draft case-based knowledge articles with Copilot
Agents can use Copilot to generate a knowledge draft based on case data including case descriptions, email exchanges, summaries, and agent notes.
Extend Copilot capabilities with plugins
Introducing prompt plugins, enabling agents to securely access Dataverse data such as customers, products, and cases, through Copilot.
Maximizing Efficiency: Operating an External Shared Warehouse with Warehouse Management Only Mode
This blog post is a follow-up to the Leverage Warehouse management only mode to optimize your business blog post. Warehouse management only mode was presented as a transformative tool for enhancing warehouse operations without the need for extensive system overhauls. Warehouse management only mode improves efficiency, and flexibility within existing infrastructure. The preview release of Warehouse management only mode was explored to discover its potential in revolutionizing warehouse management practices. In this blog post you will learn about how a wholesaler used the Warehouse management only mode feature in Microsoft Dynamics 365 Supply Chain Management to handle shared warehouse operations for multiple sales subsidiaries.
Introducing Tracked components for Dynamics 365 Supply Chain Management
We're thrilled to unveil the public preview of our latest feature, Tracked Components, as part of our manufacturing capabilities in Dynamics 365 Supply Chain Management. This feature, released in version 10.0.40 on April 26 2024, streamlines the process of registering batch and serial numbers for components used in manufacturing processes, seamlessly matching them to the batch and serial numbers for the finished products being produced. Enhanced track and trace capabilities in manufacturing offer a compelling value proposition. They provide real-time visibility into the supply chain, ensuring quality control, regulatory compliance, risk mitigation, enhanced productivity, and improved customer satisfaction. These systems empower manufacturers to optimize operations, reduce errors, and base decisions on data, ultimately leading to increased efficiency and superior products.