Post on 22-May-2020
What’s New - CRM for Dynamics 365Tad Thompson
Sr. Technical Advancement Developer, PowerObjects
We are a professional
services firm
100% focused on
CRM for Microsoft
Dynamics 365.
Sr. Technical Advancement Developer
PowerObjects HQ (Minneapolis)
Meet Your Presenter
Tad Thompson, CRM MCTImage
Facebook.com/PowerObjects
@TadMT
Tad.thompson@hcl-powerobjects.com
612.339.3355 x133
Your Presenter
Agenda
App
Modules
BPF
Editable
Grids
4
Relationship
Insights
CRM App
for Outlook
Mobility
Relevance
Search
ISH
Learning
Path
Portals
Admin
Reporting
& Power BI
Dynamics 365 – 8.2
App Modules (Online only)
• Modularized, task-based app modules
• WYSIWYG designer
• Control access and visibility of these app modules
• See a list of app modules
• Solution aware
6
App Modules
7
Site Map Designer
• Site map for each app
• Add Areas, Groups, Sub-areas
• Select Icon web resource
• Validate and Publish
8
Business Process Flow Enhancements
• Concurrent business process flows,
• A process can be marked as Active, Finished or Abandoned
• Security Enhancements
• New drag and drop designer
• Suggestion bubbles
• KPIs
• Task flows – GA for online and on-premises
• Out-of-the-box CRM messages as Actions
9
Business Process Flow Enhancements
• Statuses• Abandon if no longer needed
• Timers• How long on current stage
• Overall process life
10
BPF – Enhanced Designer
11
BPF – Custom Entities
• Allows for multiple, simultaneous processes per record
• Control security for each
12
Editable Grids
• Editing a row with simple field types
• Grouping and filtering on columns based on existing option set values
• Sorting on any column in the grid
• Paginating and moving or adjusting columns in the grid
• Export the editable grids to Excel
13
Editable Grids
• Enable at entity
• Include web resources
14
Relationship Insights
• Relationship assistant
• Email engagement
• Engagement analytics
• Auto capture
15
Display rollup of activities
• New Rollup View the Customization user interface
• Include activities of related custom entities
• Account, Contact, or Opportunity.
16
CRM App for Outlook Enhancements
• See related record info
• Create new records from any entity
17
CRM App for Outlook Enhancements
• Create and use email templates
• Attach articles
18
Mobility
• Mobile Workspace
• New colors and layouts
• Device integration• Media
• Geolocation support
• PowerBI Integration
• Editable grids
19
Mobile layout and views
20
Relevance Search Enhancements
• Faceted Search
• Search in documents
• The Option Set and Lookup fields
• Show shared results
• Specify view columns
21
Interactive Service Hub enhancements
• Associate similar issues
• Copy text and images to the Clipboard
• Send links to records
22
Interactive Service Hub enhancements
• Search• Quick Find
• Relevance
• Categorized
23
Learning Path (Online only)
• Learning Path basics
• Author & Publish
• Configuration and Setup
25
Enhancements to Portals
• Multi-language portal support
• Faceted search for knowledge articles
• Content access levels for knowledge articles
• Service integrations for CRM portals
• Multi-partner collaboration, Locator, and dashboard
• Event management
27
Administration
• Access restriction with trusted IP rules
• Business to Business authentication
• Organization Insights solution (formerly preview)
• CRM Online Administrator
• Manage the encryption keys
28
Reporting
• Updated report authoring extensions for Dynamics 365
• Supports Visual Studio 2015, 2013, 2012, or 2010
29
Power BI Integration
• Embed Power BI dashboards
30
Power BI Integration
• Power BI Dashboards flow to mobile app
31
Field Service Enhancements
• Connected field service
• Resource Scheduling Optimization
• Common scheduling solution
• Map Updates
32
Project Service Enhancements
• Add-in for Microsoft Project Key scenarios
• Exchange Integration
• Availability and configuration
• Time Entry and Expense Delegation
33
USD Enhancements
• Display notifications to your agents in Unified Service Desk• Alert agent about an action to take
• Copy action call data
• Track progress of actions
• Enhanced Debugger capabilities • Copy action calls data
• Refresh the client without having to restart it
• Configure the splash screen for custom branding• Modify the theme for the USD splash screen to change the branding
34
Dynamics 365 - Online vs on-premises features
• FAQ Available:
• https://www.microsoft.com/en-us/dynamics/crm-customer-center/dynamics-365-online-vs-on-premises-features-faq.aspx
35
Our POV
36
Demo
Take a Deeper Dive into CRM for Dynamics 365
37
Upcoming Offerings:
Update (3 Days)• January 19-21 | Minneapolis
• March 6-8 | Minneapolis
Boot camp (5 Days)• January 30-February 3| Minneapolis
• February 27-March 3 | Toronto
Visit: powerobjects.com/dynamics-
crm-events
Promo Code:
“CRMforDynamics365” for 10% off**Expires March 30, 2017
THANK YOU!
What’s New Overview January 5, 1pm - 1:30pm CST
What’s New in Field Service January 10, 1pm - 1:30pm CST
App for Outlook January 12, 1pm - 1:30pm CST
Relationship Insight January 17, 1pm - 1:30pm CST
Mobile Features January 19, 1pm - 1:30pm CST
What’s New in Portals January 24, 1pm - 1:30pm CST
Designing the User Experience January 26, 1pm - 1:30pm CST
Learning Paths January 31, 1pm - 1:30pm CST
What’s New in Project Service February 2, 1pm - 1:30pm CST
Thank You!