Put it together

Completed

A list of tools isn't helpful without understanding what each tool does and how they're connected to each other. While it's often useful to focus on one area of Dynamics 365, knowing how that area might connect with others can be helpful in developing a well-rounded consultant.

For example, consider a scenario where you're working with a team that's implementing Dynamics 365 Customer Service and Sales solutions for a new client by using Microsoft Power Platform tools. The team wants the following capabilities:

  • A Voice over Internet Protocol (VoIP) solution with AI capabilities.

  • Integration with an ERP in phase 2 of the implementation.

  • The ability to create new leads from their LinkedIn connections.

You might approach this solution in various ways.

For the first item, you know that you can set up VoIP services by using Microsoft Teams, which will connect directly to your Dynamics 365 data and will allow you to make calls directly from inside the application. Additionally, you can include AI capabilities, such as sentiment analysis, transcription, and recording, call transcripts, and even smart assist suggestions.

Dynamics 365 Finance and Dynamics 365 Supply Chain Management are the likely ERP solutions for the second request. By using dual-write, your consultants can connect the two databases for real-time synchronization of data.

The third item has a more obvious answer: LinkedIn Sales Navigator. Users will be able to create lists of potential leads and import contact and account profiles as records in Dataverse with the click of a button.