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Microsoft Dynamics 365 Blog

Boost seller productivity with document summary by Copilot in Dynamics 365 Sales  

New summarization capabilities provided by Copilot in Dynamics 365 Sales, allow sellers to obtain pertinent details from sales documents in minutes. Sellers quickly gain insights into customer requirements, budget details, timelines, and main decision makers. Enabling them to prepare for prospect meetings more effectively and engage in more informed and meaningful conversations. 

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2 min read

The next chapter for the Schedule Board: Enhanced Usability and Performance  

Today, we are thrilled to unveil the dramatically enhanced Schedule Board on Universal Resource Scheduling. At the core of this update, we are moving from the legacy ExtJS to a modern React component for the schedule board. Our guiding principle for this upgrade has been visual parity. The Resource panel, Requirements panel, Filters, and Views are all exactly as you know and love. But look closer, and you’ll discover the subtle enhancements we've made based on your valued feedback.

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

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3 min read

Introducing Unified Pricing Management: A Revolutionary Approach to Attribute-Based Pricing  

Combining SCM Pricing Management with Commerce and Retail Discounts In today’s competitive market, businesses need to leverage every possible advantage to stay ahead. Pricing is one of the most powerful tools at their disposal. Enter Unified Pricing Management, an innovative solution that merges attribute-based pricing with advanced Supply Chain Management (SCM) pricing management and comprehensive

Beyond open rate: Rethinking email marketing metrics 

In email marketing, tracking metrics has been the key to understanding and improving campaign effectiveness. For years, one of the most reliable metrics has been the open rate, but as the digital landscape evolves, so do the challenges of accurately measuring this essential statistic. In this article, we'll explore why open rates are becoming less reliable and how you can adapt.

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4 min read

Optimizing ERP Security Configuration and Licensing within Microsoft Dynamics 365 

As organizations scale, the need for robust governance, efficient user management, and cost-effective licensing strategies becomes paramount. To address these challenges, Microsoft Dynamics 365 is introducing a set of new capabilities in our ERP portfolio. These new capabilities enhance security and governance, offering significant benefits to IT professionals and business leaders alike. 

Try the first-party WhatsApp channel in Dynamics 365 Contact Center 

In today’s digital landscape, the success of customer service on social media hinges on the quality of care provided to customers. It’s essential for communications from agents to be timely, accurate, sensitive, brief, and friendly to enhance customer satisfaction and foster brand loyalty. To support this, we are excited to introduce the first-party WhatsApp channel

Announcing End of Support for Dynamics 365 Project Service Automation (PSA) 

On March 19th, 2024, we announced the end of support of Dynamics 365 Project Service Automation on commercial cloud. For Project Service Automation customers on US government cloud, we will have a future announcement regarding upgrade and the availability of Project Operations. Beginning March 31st, 2025, Microsoft will no longer support PSA on commercial cloud