Back in the Microsoft Inspire 2017, Microsoft Chief Executive Officer Satya Nadella repeatedly mentioned about digital transformation of business through the use of Dynamics 365. More than one year since its launch, it has been living up its promise of digital transformation in different industries by launching updates that trim down processes via sourcing out third platforms to execute marketing strategies (ex. sending out newsletters and posting various content).

Microsoft has released an electronic journal titled “Dynamics 365: Spring ’18 Release Notes The Next Step in Your Digital Transformation”, containing the details of the multitude of updates of the external and internal tools that they have added.

Slated to be out on the spring of 2018, Microsoft will launch another big update for Dynamics 365 involving its marketing and sale respective automation tools.

Microsoft always sticks to the concept of a customer’s journey in illustrating the suggested marketing tactics to be employed. So, to respond to the structure of the customer’s journey, according to Microsoft they have appended in this marketing automation tool:  page designer and in-browser for content creation; portals and webinars for event management; lead management, and analytics for marketing insights.

The marketing automation tool of Dynamics 365 carries different marketing tactics that have been proven effective and stood the test of time. But this time, it was designed to carry copious masses of e-mail, easier creation of form and conducting surveys, tracking leads, measuring analytics, and time-saver and ready-made templates for campaigns.

The sales professional automation tool embeds both Office 365 and LinkedIn Sales navigator to monitor the relationships that have been created, as well as, follow through with the customers that you have recently connected with. Compared to Dynamics 365 for Sales Enterprise, Dynamics 365 for Sales Professional is a more affordable package made for small to medium businesses.

Still priced at $40.00, Dynamics 365 is both a customer relationship management tool and enterprise resource planning tool.


Small to medium businesses are encouraged to undergo a digital transformation through the usage of Dynamics 365 for Marketing and other Microsoft productivity applications. Dynamics 365 for Marketing is now available for public preview. It enables the users to test the available features of the updated version. Before having access to the public preview, the user must type in his work email and phone number.

For marketing, return of investment is the fruit of labor of all the strategies and efforts that have been executed. More than just a customer relationship management tool, Dynamics 365 has branched out with its different capabilities to aid the user in expanding their strategy throughout the customer’s journey. It presents ways on how small to medium sized businesses can grow their marketing successfully.

Marketing decisions can now be easily translated to automated processes. With Dynamics 365 for Marketing, records and progress can be tracked with the values allotted for each step completed. The workflows are streamlined and the clear-cut process can be easily translated into values by the sales team

Service Update 4 for Microsoft Dynamics 365 9.0.1 and Service Update 3 for Microsoft Dynamics 365 9.0.1 are also available for this month (March, 2018).  Service Update 4 seeks to resolve common issues like the opportunity actual close date, the inability of quote revision for team-owned records, and on-redirecting of links in the proper landing record.  Service Update 3 seeks to resolve non-display of knowledge articles and instances of blank display on mobile.

According to Microsoft, Dynamics 365 for Marketing is prepared to set the bar for delivering value for the following: multi-channel campaigns, lead management, sales and marketing alignment, and marketing analytics.

“Turn prospects into business relationships,” – this is how Microsoft encapsulates the function of Dynamics 365 for Marketing.



Dynamics Tenerife was officially announced by Microsoft General Manager Marko Perisic during the Directions North America 2017.  Directions North America 2017 is a conference for Microsoft Dynamics users who are small-to-medium business Microsoft partners. The latest integration to business models, news, methods, and updates about Dynamics are announced and revealed here.

This year, the combination of Dynamics 365 Finance and Operations Business and Dynamics NAV is codenamed “Tenerife”. This version of Dynamics is targeted for the financial matters of a business since it is an Economic Resource Planning Solution. It has been dubbed as the next generation NAV. Dynamics Tenerife contains the AccountantHub where the accounting process can be done. This combination is aimed to become a complete single solution for cloud and on-premises software. The capabilities and functionalities of both versions will be entwined into one.

Microsoft Graph is where you can view and use Dynamics 365 Tenerife. Preview of its sandbox can be accessed.

The reconstruction of Dynamics signals the innovation that may continue to happen in the future.  Tenerife is a promising tool to fix the problem of its independent parts. Its value continues to flourish with more features and simplification.   



According to Microsoft CEO Satya Nadella, “It’s not about acquiring more business applications but connecting these business processes, and creating systems of action. Systems of intelligence {of Dynamics 365] are Sales Operations, People Operations (HR), Customer Support, and Field Operations.”

Microsoft Dynamics 365‘s upcoming updates are not only for improved viewing and user experiences but also created a breakthrough for sales, as well.

Microsoft Dynamics CRM continues to improve by addressing the needs of its customers. Additional features will be integrated to the Enterprise and Business editions of Dynamics 365. Theme and system customizations can now be applied with colors that can be assigned to the objects in the form. Features are bound to be more user-friendly since the unified interface will enable the user to see as many sections as possible in a single glance. One page with one view can be accessed through the Advanced Settings page. Readability will be improved with the inclusion of text wraps that will allow the viewer to see the full data that has been filled in.  The activity feed will also be updated so that the service team will be able to have the same view as the sales team.

Microsoft partnered with Dun & Bradstreet, a business data network company, in order to yield more leads through in-depth analyses and rich databases. This is destined to become a big step to gain and trace leads from D&B’s database of company information that includes over two hundred million businesses all over the world. This is highly beneficial for small to medium businesses that are users of Dynamics 365 because they are just starting to maximize their reach while exploring new possible clients.

With Dynamics 365’s ability to synchronize and organize data while turning everything into multifunctional use, data building and accessing information on leads will be a game changer for sales by speeding up the process for lead generation.