Microsoft Dynamics 365 CRM News: Cortana, Portals, Salesforce, and Updates

by | Microsoft Dynamics 365

Microsoft Dynamics 365 CRM News: Cortana, Portals, Salesforce, and Updates

by | Feb 20, 2018 | Microsoft Dynamics 365

Beginnings and endings in the CRM world

Hi everyone! Mariam and I are back with another edition of Microsoft Dynamics CRM Newsthe News You Can Use, with the Taste You Crave.

Let’s do this!

Cortana Assistant Preview Ends

Last month, Microsoft announced that they are ending the Dynamics 365 CRM Cortana assistant preview. The Microsoft team announced via their blog that

“We are working to deliver a robust and scalable digital assistant experience across all of our Dynamics 365 offerings […] We are focusing on building a new long-term intelligent solution experience which will include Cortana digital assistant integration.”

I would report further on the rumors that Cortana achieved sentience and demanded this change but…she’s listening and I don’t want to upset her.

 

New Plans for Customer Portals

Microsoft has advanced their plans for customer portals with the news last year that as of August 1, 2018, the legacy version of ADXStudio Portal will no longer be formally supported. Customers should start planning to move to the newer Microsoft Dynamics 365 Portals solution for their self-service and sales portals.

One thing to pay particular attention to is that the Dynamics 365 Portals solution will not work with on-premises CRM installation, so businesses might take this opportunity to evaluate the migration to Dynamics 365 Online.

The good news is that rumor has it all Dynamics Portal sign-ups will come with portal guns, which will make getting around a lot easier.

 

Dynamics 365 2017 Updates

Many Dynamics 365 customers who have been waiting for the 2017 updates will be happy to know that Microsoft is allowing businesses to start scheduling 2017 updates as of February 2018. The actual updates will be applied through August of 2018.

Microsoft has done a great job with the updates, and has dramatically increased the functionality and user experience. We encourage all customers who need help to reach out to us to assist with scheduling and training on new features. Operators are standing by.

We were going to say something about there being no word on when the 2016 updates will be scheduled, but we agreed it was too mean spirited…

 

Salesforce Opens New Office

Speaking of mean spirited, Salesforce has opened their new office building in San Francisco to muted fanfare. In fact, upon opening, only two of the floors were actually staffed, so foot traffic is minimal to non-existent in the building.

The most talked about aspect is the general shape of the building, which is very suggestive. Some have said that in cold rain the building shrinks from 61 floors to 31 floors.

These things happen. I’ve heard. From others.

 

 

That’s all for this episode, but you can follow all the CRM news that’s fit to film in our Microsoft CRM News Archive!

Exploring Advanced Data Analysis Techniques with Dynamics 365

Overview Data management plays a critical role in Customer Relationship Management (CRM) and sales operations. Effective decision-making and management oversight heavily rely on the ability to present and analyze data efficiently. In this guide, we will explore the...

Dynamics 365 Marketing: Automations, Lead Management

  In today's discussion, we'll delve into Dynamics 365 Marketing, a robust platform offering an array of tools for automations, lead management, and reporting. With its comprehensive suite of features right out of the box, Dynamics 365 Marketing empowers...

Dynamics 365 Salesperson Walkthrough of Microsoft D365 Sales CRM

Cultivating Sales Success: A Journey Through Microsoft Dynamics 365 CRM In this article, we will explore Microsoft Dynamics 365 CRM and take a look at what a regular day for a salesperson might look like when using the system. We'll provide a step-by-step walkthrough...

Partnership Survey: Win a $250 Amazon Gift Card!

By giving us just a few moments of your time you will automatically be entered into a prize drawing and could win a $250 Amazon Gift Card! Take advantage of our wide range of FREE and user-friendly marketing assets as an Azamba Partner. Our mission is to support your...

REGISTER NOW! Webinar: Microsoft Partner Insights & Strategies

Welcome to Episode 5 of our highly anticipated webinar series, "Partnering for Success | Better Together." In this episode, titled "Unlocking Success: Microsoft Partner Insights & Strategies," join Sandie Knight, Channel Manager of Azamba, as she engages in a...

Building an Email Drip Campaign with ChatGPT for a CRM Demo

Harnessing AI to Supercharge Your Email Marketing: A Journey with ChatGPT As digital marketers, we are always on the hunt for tools that make our lives easier and our efforts more effective. I found myself in this same quest when I was attempting to create an email...

Webinar: Increase your revenue through Cross-selling! 

Learn how partnering can help you grow your business AND the benefits of offering more products and services to your clients WITHOUT the expense of building a new practice.  Your clients need different technologies to run their businesses, unfortunately, you can't...

Webinar Recording: Get Marketing Smart

  Join Peter Wolf, President - Azamba and Cheryl Salazar, Partner & EVP Channel & Marketing Strategy - The Marketing Group for Episode 2 of our Webinar Series: Partnering for Success | Better Together, as they talk partner marketing!  The Partner...

Peter Wolf is the president and founder of Azamba. He has spent the last 20 years focused on helping small and medium-sized businesses become more profitable through effective and efficient usage of CRM.

His passion is blending the promise of CRM with the realities of business needs to create successful outcomes.

Mariam Florio is the director of CRM implementation at Azamba. She helps new users get up-and-running with their CRM solutions, and experienced users get more out of their systems.

Mariam has been a consultant in the software space for 16 years, and has spent the last 11 focused exclusively on CRM. She delivers intelligence, friendliness, and efficiency in every customer interaction.

Related articles:

Exploring Advanced Data Analysis Techniques with Dynamics 365

Exploring Advanced Data Analysis Techniques with Dynamics 365

Overview Data management plays a critical role in Customer Relationship Management (CRM) and sales operations. Effective decision-making and management oversight heavily rely on the ability to present and analyze data efficiently. In this guide, we will explore the...