Dynamics 365 Sales:
- Customize forecast models
- Easier selection of email templates
- Improve and adjust forecast accuracy
- License enforcement – users with new Team Members licenses
- Manage activities with ease
- Sales Team Member app module
- Save standardized PDF docs to D365 Sales or Microsoft SharePoint
- Understand forecasts with precision pipeline management
- Work with opportunities with Kanban view
Dynamics 365 Customer Service:
- Agent productivity enhancements to knowledge capabilities
- Configurable case resolution page
- Enhancements in service level agreements
- Enhancements in queue page
- License enforcement – users with new Team Members licenses
- Rich text notes and keyword search in the timeline
- Support for site entity in the United Interface
Dynamics 365 Field Service:
- Enhanced work hours calendar for resources
- Integrated technician time tracking
- Requirement dependency for efficient workflow
- Resource scheduling dashboard
Dynamics 365 Finance:
- Allow filtering the Tax 1099 detail report by reporting year
- Budget planning query optimization for performance
- Credit management
- Date range for posted transactions by journals report
- Electronic reporting advanced formula editor
Dynamics 365 Supply Chain Management:
- Calculate PO delivery date based on lead times and working hours (public sector)
- Compare item price storage
- Country of origin enhancements
- External catalog enhancements
- Inbound and outbound logistics improvements
Dynamics 365 Human Resources:
- Create leave rules to meet company and regulatory policies
- Enhanced benefit plan configuration
- Enhanced worker benefit inquiry
- Flex credit programs
- Leave calendar views
Dynamics 365 Commerce:
- Enabling resetting of reset numbers at the beginning of fiscal year
- Improved inbound and outbound inventory operations in store
- Support for bulk URL redirects
- Set preferred payment for returns
Dynamics 365 Business Central:
- AL interfaces
- Application version for aliasing base application
- Auto-insert recurring sales and purchase lines
- Bank reconciliation improvements
To discuss these features in detail, please email us at SalesTeam@mtccrm.com