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What’s New and Coming up in

Dynamics CRM# A L L I A N C E 2 0 1 7

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YOUR PRESENTERChris CarreSolution EngineerJoined Sparkrock in ‘12

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AGENDA

I N T R O D U C T I O N S W H A T ’ S N E W D E M O Q & A

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Si temap Ed i tor

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Ass is tant (Prev iew)

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Relationship Insights (Preview)

Leveraging the Artificial Intelligence abilities of Azure Machine Learning, Dynamics 365 currently has the following in Preview:

• Relationship assistant• Email engagement• Auto capture

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Mobi le Task F lows

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Mobile and Device Automation

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Customizat ionPubl i sh ing

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Solution Level Mobile Publishing

Dynamics CRM Online• First user on mobile or device has to prepare the metadata package for

download• Delay of several minutes for even small configurations

Dynamics 365• Prepare the metadata package as the administrator• Select the ‘Prepare Client Customizations’ button• Down to the solution level

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Edi tab le Gr ids

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Finally!

• Editable Grid supports most of data types except:• State• Customer type field• Composite field• Partylist• Lookup entity related fields

• Editable Grid respect read-only grid metadata and configurations

• Editable Grid support the below JavaScript events for home

grid and sub-grids:• OnRecordSelect• OnSave• OnChange

• Editable Grid support the below entity level Business Rules:• Show error message• Set field value• Set business required• Set default value• Lock or unlock field

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Data Recovery Contro l

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Soc ia l Pane Update

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Communicat ionEnhancements

(Prev iew)

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Communication Tracking

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Relevance Search

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EVALUATIONSP L E A S E TA K E 5 M I N S T O C O M P L E T E A S E S S I O N E VA L U AT I O N .

WIN ME!One lucky survey will take home a

Ecobee Smart Wi-Fi Thermostat

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THANK YOU FOR LISTENING

@ S PA R K R O C K I N CW W W. S PA R K R O C K . C O

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