Microsoft Dynamics 365 Newsletter 8

Check-out the latest Microsoft Dynamics 365 Newsletter topics and stay informed on recent updates.

The New Way of Work with D365 Business Central Copilot AI

Project Management Transformation with D365 Project Operations

Powerful Copilot features in Project Operations enables you to streamline and expedite workflows from the frontline to the back office, optimising operational efficiency for service delivery organisations.

In one application, Dynamics 365 Project Operations connects your sales, resourcing, project management, and finance teams so they can win more deals, accelerate delivery, empower employees, and maximise profitability. The application provides the necessary visibility, collaboration, and agility across the project lifecycle to drive success for project-centric businesses.

Powered by Microsoft Power Platform, customers are provided with an unmatched set of capabilities that enable everyone to analyse, act, and automate across their organization to transform their services business from the ground up. It is everything you need to run your project operations, from deal management to financials, all in one application.

For 2024 release wave 1, Microsoft are delivering functionally rich experiences in the following areas:

• General availability of increased work breakdown structure task limits to 1,000.
• Usability improvements for resource bookings and assignment reconciliation across projects and resources.
• Usability improvements in contract management to reduce clicks for common tasks and KPI access.
• Performance improvements in entry and correction journal confirmation, and approvals.
• Support for invoices with more than 500 lines.
• Support for defining project stage rules.
• Support for discounts and fees definition on quotes, quote lines, contracts, and contract lines.
• Time entry enhancements to support definition of time entry periods and delegation.
• Time entry enhancements to support definition of min and max and time entry increments.
• Mobile experiences for time entry.
• Improvements to expense entries in the mobile experience.
• Ability to attach the invoice report on project invoice proposal in finance and operations apps to the confirmed proforma invoice in Dataverse.
• Investments in generative AI to help with core operational workflows in project proposal generation and side car conversations on project data.

Project-centric organisations are continually looking to new ways to optimise Project Operational processes, now they can!…

How to close business faster with New DocuSign integration for D365 Sales (CRM)

Do you want to Close business faster and send documents for eSignature directly from DocuSign for Dynamics 365?

If you are using Dynamics 365 Sales (CRM), you can now get a free app to enable integration to DocuSign – allowing you to request signatures and track agreement status in real-time within Dynamics 365.

DocuSign for Dynamics 365 is a platform designed and built for flexibility.  With the latest DocuSign for Dynamics from Microsoft you can boost your customer experience by automating end-to-end business processes and support your sales field by capturing customer data at the same time with DocuSign for Dynamics 365.