What s New for the Admin & Customizer Tad Thompson Sr. Technical Advancement Developer
Content Disclaimer All information and content is presented on Preview software and not the Launched product. Product is subject to changes, per Microsoft s discretion. 2
We are a professional services firm 100% focused on Microsoft Dynamics 365.
Meet Your Panelist Your Presenter linkedin.com/in/tadmt @TadMT Tad Thompson Senior Technical Advancement Developer PowerObjects HQ (Minneapolis) Tad.thompson@hcl-powerobjects.com 612.339.3355 x133 1
CRM for Microsoft Dynamics 365 WEBINAR SERIES What s New for CRM July 25, 9am - 9:30am CST What s New for the End User What s New for the Admin & Customizer Mobile Experience Lead Gen & Sales Navigator (Sales & Talent) Organization & Relationship Management Unified Client Interface Business Edition Customer Insights July 27, 9am - 9:30am CST August 1, 9am - 9:30am CST August 3, 9am - 9:30am CST August 8, 9am - 9:30am CST August 10, 9am - 9:30am CST August 15, 9am - 9:30am CST August 17, 9am - 9:30am CST August 22, 9am - 9:30am CST
Introduction and Agenda New and Updated Features Online Only No Demo GA Expected in the Fall All information and content is presented on Preview software and not the Launched product. Product is subject to changes, per Microsoft s discretion. 6
Our POV App Module and Designer 7
App Modules : Features Application Module designer Graphical, drag & drop designer to construct an application module with Dashboards, Forms, Views, Charts, BPF Site map Designer Graphical, drag & drop designer to construct an app module s SiteMap 8
Enhancements: My Apps page 9
Enhancement: Client Support 10
Welcome Page per app module Content and information based on pre-release Dynamics 365 Software
Welcome Page per app module Content and information based on pre-release Dynamics 365 Software
Create App using existing Solution Content and information based on pre-release Dynamics 365 Software
Create App using existing Solution Content and information based on pre-release Dynamics 365 Software
Components Search in Canvas Content and information based on pre-release Dynamics 365 Software
Add Interactive Dashboards to app module Content and information based on pre-release Dynamics 365 Software
Programmability Client script support getcurrentappurl getcurrentappname getcurrentappproperties SDK support Create, Update, Delete, Publish, Retreive, RetrieveMultiple, Associate, Disassociate ValidateApp RetrieveAppComponents, Add / Remove App Components Content and information based on pre-release Dynamics 365 Software
Our POV Unified Service Desk USD 18
Accessibility Enable Everyone Agent Productivity Keyboard accessibility Screen Reader support Microsoft Commitment
Reliability and Performance Reduced freezes / crashes Asynchronou s data creation PreFetch CRM Page Data Fewer Disruptions Sandboxed Internal WPF browser for hang monitoring & better memory management Improved performance by reading and writing data quickly Safe dispatchers for simplified multi-threaded UI operations
Diagnostics Enhanced Debugging Reduce MTTM Improved crash management and auto restart on crashes Automatic memory dump and comprehensive report collection on crashes On demand error report generation for one off issues Empower IT Operations Enhanced debugger
Our POV Virtual Entities 22
What are Virtual Entities? Virtual Entities read external data at runtime in the Dynamics 365 clients and SDK
Why are Virtual Entities going to be useful?
Virtual entities - explained
Some final points on Virtual Entities Can be used in Views, singular forms, sub-grids and linked in lookups on another entity
Our POV Solutions 29
App/Plat Separation and what it means to solutions From V8 to V9, the System has changed CRM System v5 - v8 CRM Classic CRM Extensions Sales Service Marketing Sales & Service Marketing & Sales Marketing & Service Common Sales Service mgmt. Marketing Core Scheduling Product management Lead management Client Utilities Platform xrm Server Service Level Agreement Social Profile Notifications Knowledge Mgmt. App Common xrm Core
Updates to Plugin Assembly Import behavior Solution import of plugin assemblies now has the following rules enforced for managed solutions: 1) A Major or Minor version change can add or remove Plugin types. 2) A Build or Revision update CANNOT change plugin type count. 3) In place updates CANNOT change plugin type count This is done to prevent solution uninstall errors that occur when trying to uninstall solutions and prevent creating orphaned steps.
Our POV Web Client Configuration 32
Configuration Updates Multi-select Option sets Web Form Refresh Activity Timeline Unified Client Interface All information and content is presented on Preview software and not the Launched product. Product is subject to changes, per Microsoft s discretion. 33
Multi-select Option Set Configuration New Data Type Can be global Stored as semicolon separated numeric values 34
Web Client Refresh 1. Borders around containers and uniform spacing 2 2. Color theme, uniform page structuring 3. Field controls styling 4. Text wrapping fix 5. Font standardization 6. Theming capabilities 1 4 3
Web Client Refresh Configuration Sub-grids 36
Activity Timeline Content and information based on pre-release Dynamics 365 Software
Activity Timeline https://crmideas.dynamics.com/ Out of top 10 ideas on the idea site for Social Pane, 6 are addressed with building timeline Feedback Changing sorting order of activities in activity wall Customizing the fields shown in social pane/displaying created on date for activities on timeline. Hiding notes/posts or specific activities on the timeline Customizing the phone call/task form shown in activity wall and creating all activities inline Timeline uses quick create forms for all activities (except emails). Source Multiple ideas on idea site (Combined Votes >100) - Multiple ideas on idea site (Combined votes >100 ) - SE bugs Multiple ideas on idea site (Combined votes > 50) Idea site (Combined votes ~35) Enabling posts (activity feeds) on tablet/phone. Content and information based on pre-release Dynamics 365 Software Idea site, MVP
Unified Client Interface Upcoming Webinar Customer Service Hub Mobile apps All information and content is presented on Preview software and not the Launched product. Product is subject to changes, per Microsoft s discretion. 39
Our POV Business Process Flows 40
Business Process Flow Enhancements Microsoft Flows Actions Workflows
Business Process Flow Enhancements On the grid, double-clicking a process instance opens the data record associated with the active stage
Business Process Flow Enhancements
Business Process Action Steps
Business Process Action Steps Send a text to customer when order is submitted Copy Dynamics 365 task to Wunderlist Post a message to slack Microsoft Flow & Logic Apps Dynamics 365 Workflow Accounts Contacts Leads Activities Competitors Cases Update Dynamics 365 when a file is modified in Dropbox Create Dynamics 365 activity when email is received on Outlook.com Create appointment in Dynamics 365 when new appointment created in Google Calendar
Our POV Data Export Service 46
Enterprise BI/Reporting with Power BI Using Dynamics 365 Data Export Service Excel Direct Query Scheduled Refresh Power BI Desktop Dynamics 365 (online) Azure SQL SQL Server on Azure VM SSAS Export Profiles
Pre-requisites Source: Dynamics 365 CRM Online 2016 Update 1 or higher version Entities enabled for change tracking Data Export Service app installed via AppSource ( link ) User access with System Administrator role Destination: Azure Subscription SQL Server for destination store Azure SQL: Recommended P1+ Firewall settings: Allow access to Azure Services User with appropriate permissions (Tables/Procedures/Views/Types/Users permission) Azure Key Vault for storing Connection String Trust our Data Export Application
Configuration Configuration Create Export Profile Provide destination connection Key Vault URL, retry count & frequency List of entities and relationships to replicate Activate Monitor Progress
What s new - Error Logging and Recovery Enhancements On-demand force resync of failed records to recover from failures Monitor progress of force resync with updated counters Programmatic support for Force resync API Improved error logging to investigate failures
Our POV Mobile Offline 51
Current Offline Mobile Experience
Enable App Modules for Offline
Administrative Enhancements
NEW Fall Course offerings for Dynamics 365 Citizen Developer Class September 18-21 Minneapolis Developer: Environment Fall Dates Minneapolis Visit: powerobjects.com/dynamics-crm-events Promo Code: DynamicsInJuly for 15% off* *Expires August 31, 2017 Developer: Extending Fall Dates Minneapolis 55
Thank You!
CRM for Microsoft Dynamics 365 WEBINAR SERIES What s New for CRM July 25, 9am - 9:30am CST What s New for the End User What s New for the Admin & Customizer Mobile Experience Lead Gen & Sales Navigator (Sales & Talent) Organization & Relationship Management Unified Client Interface Business Edition Customer Insights July 27, 9am - 9:30am CST August 1, 9am - 9:30am CST August 3, 9am - 9:30am CST August 8, 9am - 9:30am CST August 10, 9am - 9:30am CST August 15, 9am - 9:30am CST August 17, 9am - 9:30am CST August 22, 9am - 9:30am CST