Dynamics 365 Whats new and whats not Marius

Dynamics 365; What’s new and what’s not Marius Agur Pedersen Fredrik Sætre

Sales • Keep track of your customers and your customer interactions • Define Business Process Flows that supports your sales process • Manage goals and rollup goals • Reporting, now with Power. BI visualizations • Synchronize your contacts, email, tasks and appointments • Go mobile, online or offline Marius Agur Consulting

Customer Service • Define entitlements and SLAs • Advanced case management • • Queues Knowledge Base Routing Scheduling • Interactive Services Hub Marius Agur Consulting

Project Service Automation • Added through Appsource • Handle projects inside MS Dynamics • Resource and billing management • Integration with MS Exchange, consolidated resource management with Field Service and appointments • Integration with Office Project • Templates support Marius Agur Consulting

Field Services • Used to be Field 1, bought by Microsoft and is finally streamlined into MS Dynamics • Generally available the last year in EMEA • Schedule multiple items for reoccurrence • Fully integrated with Project Service Automation for scheduling Marius Agur Consulting

Connected field service • IOT + CRM = true • Failure/service prediction • Operational overview • Historic events and reporting • Azure IOT Hub, Stream Analytics Marius Agur Consulting

Portal capabilities • Multi-language support, also with Asian localizations (multi-byte chars) • Self-help portal with Knowledge Base integration (with access levels) • Project Service Automation and Field Service integration • Many improvements in the partner portal • • Partner collaboration Recruitment and onboarding Locator functionality Deal registration and protection Marius Agur Consulting

Business Apps • Sales, customer service, field service and project automation • Must be activated to be available in the user interface • Displayed apps are a combination of licensing and security roles Marius Agur Consulting

Manage solutions • Microsoft Solutions can be enabled through the Dynamics 365 Administration Center • Traditional solutions, now named Business Apps, are activated here • ISV solutions are available for purchase and download through App. Source • Preview solutions are available from System Settings -> Previews Marius Agur Consulting

Dynamics Apps • Create your own Dynamics App • Site map designer • Available from Settings, Customizations and Navigation bar • Is a Dynamics customization • Can be included in a solution • Access can be limited to teams • Will be packaged and sold on App. Source Marius Agur Consulting

Voice of the customer • Survey solution • Azure services back-end • Template support • Responses are stored in MSDYN 365 • XML import option Marius Agur Consulting

Power. Apps + Flow • Enables drag-and-drop like creation of applications and integrations • Supports many online services out-of-the-box (including 3 rd party) • Support for the Common Data Model • Power. Apps are targeted at mobile (phone and tablet) devices Marius Agur Consulting

Editable grids • Added as a control in the entity customization • Allows for in-line editing • Supports javascript and business rules Marius Agur Consulting

Office 365 groups • Shared workspace for collaboration • • Email Discussion Documents Notes • Enables both internal and external users to view and contribute • Guest users requires Microsoft account • Connector from O 365 to MSDYN 365 Marius Agur Consulting

Dynamics 365 App for Outlook • Combine with Server Side Synchronization • Auto Capture • Analyze inbox directly in Exchange • Relationship assistant provides additional insight • Recommendations on content template, followed emails, and delivery scheduling Marius Agur Consulting

App. Source • https: //appsource. microsoft. com • Filter by product • Find and try solutions • Find recommended partners • Publish your own solutions Marius Agur Consulting

Coming features • Dynamics 365 for phones and tablets • Concurrent business processes (December update) • Data Loader, currently in preview in North America • Financials, also known as Project Madeira. Available in North America • Cognitive services, currently in preview in North America Marius Agur Consulting