[This topic is pre-release documentation and is subject to change.]
To learn about Enterprise features coming in the next update for Dynamics 365 (online), see What's coming in the next update for Customer Engagement, Enterprise edition.
We're excited to announce the new features coming soon for Dynamics 365 Customer Engagement, including Dynamics 365 for Sales, Business edition (public preview). This new Sales application is built on the Dynamics 365 for Sales Enterprise edition application that existing Dynamics 365 (online) customers are familiar with, but it's optimized for small-to-medium-sized businesses.
The new Sales application is built on a new Unified Interface, designed from the ground up with accessibility in mind, which means:
People with screen readers can skip to content directly and navigate to sections that are important to them.
People using reading plugins receive great results.
People using browser plugins can jump to specific sections on a page.
Keyboard users can save time and effort by using the tab key and keyboard shortcuts.
The new Sales application also uses responsive web design principles to provide an optimal viewing and interaction experience for any screen size, device, or orientation. For example, subgrids morph into lists for smaller screen sizes.
Streamlined setup, administration, and customization
The new Sales application includes a wizard-driven setup to get your organization up and running quickly. The Quick Setup does most of the work for you by automatically integrating and configuring Exchange Online and SharePoint Online. Quick Setup also helps you import your data.
The Advanced Settings screen provides a bird’s eye view of all available settings, so you don’t have to go to different pages to find what you need.
Creating and managing users is simple and fast, and you can do everything from inside the application (you don’t have to go to Microsoft Office 365).
Form, View, and Business Process Flow designers
Intuitive drag-and-drop Form, View, and Business Process Flow designers make it easy to customize the applications to work for your business needs. Key designer features include:
Intuitive drag-and-drop experience for adding and rearranging fields
The ability to search fields in the Field explorer
Single-click, inline access to field and section properties
The new Form Designer includes:
Intuitive format types combined with a quick drag-and-drop experience for creation of new fields
Ability to edit fields inline on the canvas
Multi-select fields that allow users to select multiple values for a single field
The new View Designer includes:
Ability to sort columns with a single click in the column header
Side-by-side configuration of filters and columns for better configuration experience
Sample data in grids to provide a near-runtime snapshot of the view
Use the Theme Designer to quickly create a theme and choose a logo to match your organization’s brand.
Product Management provides a streamlined process for adding and maintaining an up-to-date catalog of all the products your organization offers.
Dynamics 365 for Sales, Business edition also includes automatic configuration of default duplicate detection settings and rules when duplicate detection is enabled.
Entities available for customizers/ISVs
Dynamics 365 for Sales, Business edition uses a set of entities that are included out-of-the-box for the Dynamics 365 platform. You can use these included entities, but not other entities that are part of the Dynamics 365 Customer Engagement platform.
For the Sales application, this includes the following entities:
Opportunities (+ Opportunity Product)
Quotes (+ Quote Product)
Invoices (+ Invoice Product)
Activities (Phone Call, Email, Appointment, Task)
The Sales app simplifies the lead-to-cash process so small and medium-sized businesses can close more deals. It also simplifies lead, account, contact, and opportunity management.
Users can easily access important customer information from a single secure place and know the status of every relationship. With access to customer details anywhere, on any device, sales teams have the information they need to better personalize every conversation. Default business processes help streamline recurring tasks and move leads through the pipeline faster.
Data management tools
Use the Import wizard to quickly bring in data from different sources. Use the default data import templates or comma-separated-value (.csv) files to import your data.
If your contacts are stored in Outlook or Exchange, you can also sync them directly from Dynamics 365 for Sales or from Dynamics 365 App for Outlook (covered later in this guide).
Duplicate detection ensures that you don’t introduce duplicate data in your system when you import it.
Office 365 integration
Use familiar Office 365 tools to collaborate efficiently with colleagues and customers. Send email right from Dynamics 365 for Sales using settings from Exchange Online. Share sales materials with employees and customers using SharePoint Online.
Instantly connect with customers or other users in your organization by using Skype or Skype for Business. Call your customers or send an instant message to the users in your organization. You can also see the presence status of users in your organization.
Get reminders of your upcoming activities with the help of the Relationship Assistant. The Assistant keeps an eye on your daily actions and communications and generates action cards that provide tailored, actionable insights.
Note: The Relationship Assistant will have limited cards compared to the Enterprise edition of Dynamics 365 for Sales. Only base cards are included.
Out-of-the-box dashboards provide visual insights and important sales-related data at a glance.
Charts provide a visual display of information in an easy-to-understand visual snapshot. They’re a good way to get a high-level analysis of what’s going on with your data.
Create professional-looking sales documents using Microsoft Word templates, or develop insightful reports with Microsoft Excel templates.
The new Sales app provides a very similar mobile app experience as the Enterprise edition of Dynamics 365 for Sales. Mobile offline features are not provided in Dynamics 365 for Sales, Business edition, however.
Like the new Sales application, the mobile app is built on the new Unified Interface, which provides key accessibility and responsive design benefits.
The mobile app is an essential business solution for busy professionals who need to engage with customers at work and on the go. Arrive prepared for every appointment and update notes, tasks, and attachments – along with relevant sales and marketing records – while the details are still fresh.
You can also use Dynamics 365 for Sales together with Dynamics 365 App for Outlook, which is also built on the new Unified Interface. With Dynamics 365 App for Outlook, users can tap the power of Dynamics 365 while using Outlook—a tool they’re already familiar with.
When Dynamics 365 App for Outlook is installed, a Dynamics 365 pane appears next to the selected Outlook email message or appointment.
Without leaving Outlook, users can view information from Dynamics 365 about people on the To or Cc list. And with a single click, they can link an Outlook email message or appointment to a specific Dynamics 365 record. When an email message or appointment is linked in this way, it appears as an activity for that record in Dynamics 365.
Users can also:
Open Dynamics 365 records directly from the Outlook app to find or enter more detailed information.
Add a phone call, task, or appointment activity to Dynamics 365.
Create a new Dynamics 365 record for any entity (record type), as long as the entity has been enabled for mobile and for multi-entity search.
Add email templates, knowledge articles, and sales literature when they create an email message or set up a meeting.
Track Outlook contacts in Dynamics 365.
It’s easy to get around the new Sales app and get back to your favorite or most-used records whether you’re using a desktop, tablet, or phone.
You can also dock the menu for quick access to most-used records.
Note: Most-used records are predetermined by the system and cannot be changed.