It was a surprise for many users when they realized that in Dynamics 365 for Marketing, the existing marketing lists could no longer be used. Instead, Microsoft is focusing on segments. At first glance, there does not seem to be much difference between marketing lists and segments. However, if you take a closer look at them, you quickly realize that some of the features would not have been possible with the "old" marketing list.
Microsoft's answer to the increasingly popular chatbots is Power Virtual Agents. If you don't know what chatbots are, these are the small pop-up windows (usually at the bottom right) on a web page that offer help to the visitor of the web page. As the Power at the beginning of the name suggests, Power Virtual Agents is part of the Microsoft Power Platform.
The Follow function allows you to see all activities of the followed record in its personal Activity Feed. For example, it is possible to follow a customer and see which support tickets are still open, or have already been purchased without accessing the customer record. For most standard entities the follow function is activated from the beginning. But what about custom entities that you create yourself? Read our article to learn more.
A new license model for Microsoft Dynamics 365 has been in effect since October 1, 2019. The new license model is valid for all new customers and for existing customers from the next license renewal. This means that if you purchased a license in August 2019 for one year, the new license model will be valid next year in August 2020. Microsoft is moving away from one-size-fits-all licenses, in which applications were bundled, towards an à la carte licensing model.
Some of you may already be familiar with the principle of self-service portals. The idea behind a portal is simple - information about a support ticket or a master data change is fed directly into the CRM system by the customer himself via an Internet portal. This eliminates the intermediate step of an employee receiving inquiries via e-mail or telephone and then manually transferring the data into the CRM system.