Data protection and security


Dynamics 365 delivers industry-leading security measures and privacy policies to safeguard customer data when using a Microsoft Cloud Service or running Microsoft Dynamics business applications in our customers’ data centers.

Dynamics 365 products addresses the requirements of the General Data Protection Regulation (GDPR) adopted by the European Union (EU).

Microsoft has extensive expertise in protecting data, championing privacy, and complying with complex regulations, and currently complies with both EU-U.S. Privacy Shield and EU Model Clauses.

Learn more about how Dynamics 365 is built to comply with GDPR from this video

Dynamics 365 for Sales

Dynamics 365 Sales

empowers your sales team with more intelligence and analytics, deeper integrations with LinkedIn and Office 365, and consistent user experience for web, mobile, and clients using the Unified Interface framework.

Accelerate sales performance

Shorten ramp up time

Ease onboarding of new sellers. Align sales behavior with best practices and interactive help and documentation.

Increase sales effectiveness

Hit your numbers by setting goals, monitoring results, and providing timely feedback and coaching. Investigate deviations from plan and take corrective action using real-time analytic dashboards.

Gain visibility and insights

Go from data to insights with real-time dashboards that have interactive, drill-down capabilities and natural language queries.

Motivate your sellers

Energize sellers with fun and exciting team-based sales contests. Improve sales performance and hold everyone accountable with a unique gamification solution that makes results highly visible.

These capabilities include:

Embedded intelligence lets sellers focus on selling. Embedded intelligence collects, manages, and analyzes the diverse data and communications throughout the sales process, and then automatically suggests relevant actions and captures relevant activities to let salespeople spend more time selling.

Embedded intelligence features introduced with this release are:

* Relationship assistant, Auto capture, and Email engagement (previously these were part of a group of features named Relationship Insights) provide sales intelligence and are embedded within the Sales app.

* The Sales app is built on the Unified Interface framework for consistent user experience. The Sales app delivers a consistent, uniform, user interface, and follows responsive design principles for optimal viewing on any screen size or device. All core sales entities used in business processes, including products, goals, and sales literature, run on this responsive platform and conform to common data model standards.

* User interface controls use a Common Controls Framework (CCF) for consistency. Controls follow consistent, familiar patterns on every surface of the application, making it easier for sales users to learn and be productive.

* Enhanced integration with LinkedIn Sales Navigator enables a seamless sales workflow. On forms, LinkedIn Sales Navigator controls provide up-to-date context and insights about companies and LinkedIn members. On dashboards and forms, salespeople see LinkedIn profile pictures for contact records synced with LinkedIn Sales Navigator.

* GDPR and accessibility enhancements. Investments address the European privacy law’s requirements, and enhance accessibility for users who need assistive technologies to interact with the application.

* Professional user license for streamlined Sales Force Automation (SFA). With the addition of the Professional user license, along with the Enterprise user license currently in market, you can choose the capabilities that make sense for your specific business requirements.

Dynamics 365 Sales - Portal Add-On

Wouldn’t it be awesome to have a customer portal where you can engage with customers and capture relevant data directly in Dynamics CRM?

Now you can!

The Microsoft Dynamics 365 Portal was formerly known as ADX Studio Portal. This tool was acquired by Microsoft in November 2015 and now it is only provided as an add-on subscription for Microsoft Dynamics 365

Six reasons to choose Dynamics 365 web portals


Better for non-technical administrators

Regulatory compliance

Azure/AD integration

Included with Dynamics 365 subscription, easy set up.


No on-premise deployment support, no server code adjustments allowed.

Adding multiple portals requires additional cost.

No client API.

Only documented extensibility is Liquid templates.

Needs more extensions as solutions in AppSource (such as SharePoint, Payment, etc).

Powerfull Reporting with PowerBI and Dynamics 365

Power BI is a suite of business analytics tools that deliver insights throughout your organization.

Connect to hundreds of data sources, simplify data prep, and drive ad hoc analysis. Produce beautiful reports, then publish them for your organization to consume on the web and across mobile devices. Everyone can create personalized dashboards with a unique, 360-degree view of their business. And scale across the enterprise, with governance and security built-in. PowerBI reports are accessible in Dynamics 365 for Sales.

Dynamics 365 Custromer Service

Customer Service Hub for efficient case resolution

Read More at this link

The Customer Service Hub is designed to empower agents to deliver fast, personalized service and support. With interactive dashboards, guided business process flows, and a timeline that delivers a unified view of customer communications, the app simplifies an agent’s job and helps increase productivity.

The app is available on the web in a browser and on mobile.

Create effortless support experiences

Make it easy to find answers through self-service, community, or social channels. Intelligently route cases from any channel to the right agent for quick resolution.

Leverage artificial intelligence through virtual agents

Automate resolution and free up agents for high-value interactions. Built on the most powerful artificial intelligence framework in the market, service bots are smart, fast, and always available.

Resolve issues with predictive care

Keep customers happy by avoiding service and support issues. Analyze data from connected devices and take action before warning signs become a problem.

Interactive dashboards

Customer Service Hub dashboards are a one-stop workplace where agents and supervisors review their workload and take actions to resolve issues. Dashboards make it easier to review and act on information coming from various entity views and queues and make it easier to apply additional filtering with visual, global, and timeframe filters to quickly narrow down what is most actionable and urgent.

Business process flows for standardized case handling

Business process flows ensure that agents enter case data consistently and follow the same steps every time they interact with a customer.

Business process flows support floating and docked mode for process stages, which lets agents view case information and update the process stages simultaneously.

Search for knowledge articles on the reference panel

Reference panel tabs allow agents to quickly find related records, or search knowledge articles for accounts, contacts, cases, and other knowledge articles.

Digital transformation with Dynamics 365

What is Dynamics 365

It’s here! The first look at the next generation of intelligent business applications in the cloud.

Use digital intelligence to reimagine what’s possible for your business. Microsoft Dynamics 365 unifies CRM and ERP capabilities into applications that work seamlessly together across sales, customer service, field service, operations, financials, marketing, and project service automation. Start with what you need, add applications as your business grows.

YouTube Video Link

Applications of Dynamics 365

Editions of Dynamics 365

The Business Edition is best suited for small to mid-size businesses (250 employees or less). This is based on Microsoft Dynamics NAV.
The Enterprise Edition is best suited for larger organizations (with more than 250 employees). This is based on Microsoft Dynamics AX.

Choosing between Business or Enterprise Edition

The following article helps in choosing between the two editions:

Enterprise vs Business Edition
Learn more from Microsoft’s website

Foster relationships with authentic and personal engagement with LinkedIn Sales Navigator

LinkedIn Sales Navigator integration for Dynamics 365 Sales

With LinkedIn Sales Navigator integration, salespeople can tap into their professional networks and relationships to improve their pipeline.

Put buyers first with relationship selling

Build trust with insights centered on specific customer needs and easily manage relationships at scale with integration between LinkedIn and Dynamics 365 that unifies data and processes.

Engage buyers with social media

Find opportunities and nurture relationships with embedded intelligence that highlights relevant conversations to join and recommends content to share.

Deliver personalized content

Get suggestions for relevant content based on what you’re working on and who you’re working with. Quickly create personalized sales documents with familiar Office 365 tools that enable simultaneous collaboration and editing.

LinkedIn Sales Navigator (SNAP) controls on forms

With LinkedIn Sales Navigator integration, business analysts and system administrators can add customizable form controls that deliver insights to help salespeople build connections as they work deals. The controls provide a full view into Sales Navigator member or company profiles, or focused views into lead icebreakers, mutual connections, and related leads, as well as account connections, recommended leads, and news.

LinkedIn profile pictures for contact records synchronized with Sales Navigator

With the LinkedIn Sales Navigator integration, salespeople see LinkedIn profile pictures on dashboards, grids, and forms for any contact record synced with LinkedIn Sales Navigator.

Seeing LinkedIn profile pictures for contacts helps salespeople build recognition of their prospects, and helps deepen connections throughout the sales process.

With embedded InMail communication, salespeople get one-click access to interactions with a high probability of success.



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