Power Platform & Dynamics 365 Technical Update Briefing ...
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Power Platform & Dynamics 365 Technical Update Briefing May 2021
Transcript of Power Platform & Dynamics 365 Technical Update Briefing ...
Power Platform & Dynamics 365
Technical Update Briefing
May 2021
Hosted by
Ryan Anderson,
Sr Customer Engineer,
Power Platform & Dynamics 365
Presenter
Madan Sampath,
Sr Customer Engineer,
Power Platform & Dynamics 365
Moderator
Jason Larson,
Customer Engineer,
Dynamics 365 Finance & Operations apps
Presenter
Tom Stumpf,
Sr Customer Engineer,
Dynamics 365 Finance & Operations apps
Moderator
Customer Engagement Apps Finance & Operations Apps
Featured News
Microsoft Build Event
• Ongoing : May 25 – May 27th
• Watch Live or On-Demand
• Opening Keynote from Satya
Nadella, CEO Microsoft
Click here to go to Microsoft Build home page
Power Platform & Dynamics 365 Customer Engagement Apps
BizApps Summit
• Event was held on May 4th 2021
• Watch on-demand to get an in-depth
look at the new features
• Information on Power BI vision,
roadmap and special announcement
• Learn more on Power Platform
Governance
• Opening notes by James Phillips,
President, Digital Transformation
Platform & Alysa Taylor, CVP, Business
Applications and Global Industry
Marketing.
Click here to watch on demand
Features enabled in 2021 Release Wave 1
Click on the links below to see what’s new and planned for
each product (some features are automatically enabled):
• Power Apps click here
• Power Apps Portals click here
• Power Automate, click here
• Dynamics 365 Sales, click here
• Dynamics 365 Field Service, click here
• Dynamics 365 Customer Service, click here
Dynamics 365 Sales |
Digital Selling The combination of Microsoft Teams, LinkedIn,
and Dynamics 365 generates insights directly
into Dynamics 365 mobile and desktop workflow.
Learn more on how intelligence and
collaboration converge in Dynamics 365 Sales,
here.
Learn more about how to Activate digital selling
with Dynamics 365 Sales and realize your sales
goals.
Power Apps | Mixed Reality Components
We are announcing the general availability of mixed
reality (MR) features in Power Apps, which include
the View in 3D, View in MR, View Shape in MR, and
Measure in MR components.
• Communicate better with 3D Models
• Take measurements
• Validate fit before work begins
• ..and more
Click here to learn more
Power Apps | CoE Starter Kit in Dataverse for Teams
We are announcing that the CoE Starter Kit can now
be installed in Dataverse for Teams environments.
Admin, Governance, Nurture templates now a core
part of your collaboration with admins, makers, end
users in Teams
Click here to learn more
Power Automate | Integration with Dataverse updates
We are making a series of naming, branding and discovery
improvements to Common Data Service connectors to help
you bring together the power of Dataverse, Power
Automate, Power Apps & the rest of Microsoft 365 and
more.
The Common Data Service (current environment)
connector, featuring a native integration between Power
Automate and Dataverse, will now be known as Microsoft
Dataverse.
Names of triggers and actions, and their options and
descriptions will be updated to match the revised
terminology.
Click here to read more
Power Automate | Desktop flow queues now generally
available
• Enables you to easily scale your RPA solutions across one or
multiple machines in your business
• Priority management, sophisticated workload distribution,
balancing and more
Click here to read more
Power Automate | Approvals in Microsoft Teams updates
with more featuresWe’ve been listening to your feedback and have added lots
more capabilities to make creating, managing, and sharing
Approvals even easier!
Some new features include:
• Create an Approval template for your organization
• Create an Approval Request from a Template
• New attachment capabilities
• Markdown support
Click here to read more
Finance & Operations Apps
FO | Overview of Dynamics 365
Intelligent Order Management 2021
release wave 1
Dynamics 365 Intelligent Order Management helps
organizations coordinate, standardize, and optimize
orders captured in a mix of channels and systems
through a single point of order orchestration.
•Order flows to support the key revenue drivers of sell-
side, such as order fulfilment and return order flows.
•Architecture for intake of orders from any e-commerce
or electronic order system.
•Status tracking and event-based.
Click here for more information
FO | Warehouse execution with edge
scale units
Execute mission-critical warehousing processes without
interruption and at scale.
Warehouse managers
• select the wave-processing methods used for sales
orders and transfer orders
• Adjust work items like change of workers, cancellation,
locations, and completion of work.
Warehouse workers
• Execute sales orders, transfer orders, and demand
replenishment
• Register purchase orders and conduct putaway
• Execute inventory movements.
• Perform inquiries into on-hand inventory.
• Print license plates and process batch-number tracked
items.
• Perform simple picking and loading work for transfer
orders in outbound scenarios.
Click here for more information
FO | Warehouse Management
mobile application
Click here for more information
New design is intuitive and easy to use.
Improved worker efficiency:
• Large input controls to quickly dial in
quantities.
• The most important information made easiest
to see and set in a large font.
• Saved worker preferences and device-specific
settings that can be managed centrally.
Improved ergonomics:
• Large touch targets and other features that
make the app easy to use with gloves.
• A high-contrast design that provides clear text
on dirty screens.
• Custom button locations to match each
worker's grip, device, and handedness.
FO | Landed CostNew Module
Helps businesses streamline inbound shipping operations
by giving users complete financial and logistical control over
imported freight, from the manufacturer to the warehouse.
• Estimate landed costs at the time of voyage creation.
• Apportion landed costs to multiple items and
purchase orders or transfer orders in a single voyage.
• Support the transfer of goods between physical
locations by recognizing landed costs.
• Recognize accruals for goods in transit.
Click here for more information
Product Updates
Understanding
Updates
Please visit Dynamics 365 and
Microsoft Power Platform release
plans to understand what’s coming
Also visit the General Availability
deployment & Dynamics 365
release schedule to view
deployment timelines and plan for
releases
Power Platform & Dynamics 365 Customer Engagement Apps
Dynamics 365 Online Updates
Click here for more information
• Service Updates for Dynamics 365 online version
9.2 are now available in some regions and
coming soon to others.
• To determine which version your organization
has applied, check your Microsoft Dynamics 365
Online version number (Click the gear icon in
the upper-right corner, then click About)
Dynamics 365 On-Premises Updates
Click here for more information
• Service Update 0.28 (9.0.28.1) is now available
for CRM 9.0
• Service Update 2.28 (8.2.28.11) is now available
for CRM 8.2
Power Apps Portals Updates
• Power Apps portal version 9.3.4.x is generally
available.
• 2021 Release Wave 1 Planned features include:• Support for Microsoft Azure Analysis Services live
connections and CustomData function
• Support for CI/CD for Portals (Public Preview Apr 2021)
• Power Virtual Agents as component of Power Apps portal
studio (Public Preview May 2021)
• Some terminology changes have been made. Please
click here to learn more
• For the latest Portals release plans and updates,
please click here
Power Automate Desktop Update – April 2021
New features includes:
• Refresh button available in console
• “Save as” new flow functionality is available in the flow designer
• The action copying mechanism has been improved (copy-paste)
• Desktop recorder now supports image-based recording
• Improved interaction with Java-based apps and applets
Click here for more information
Deprecations | Deadlines Updated
• IE 11 support is deprecated
• Low-density headers in model-driven apps
won't be supported with the 2021 release wave
2
• Form footers in model-driven apps won't be
supported with the 2021 release wave 2
• Microsoft Dynamics 365 Email Router is
deprecated – no longer functions as of April 21,
2021
• Microsoft Dynamics 365 application for
Windows is deprecated
• Dynamics 365 Home is deprecated
(home.dynamics.com)
Click here for more information
Finance and Operations Apps
FO | Service Update
Availability
Click here for more information
• 10.0.18 is the most recent generally
available update. 10.0.19 will GA in
June.
• To determine your FO version, check
your project in LCS.
• Sandbox auto-update takes place 7
days prior to the production
update. End of service indicates the
date when no new cumulative
service updates will be provided.
FO | Self-service
deployments
What’s new or changed
• Faster Deployments
• Remote Desktop access removed
• SQL access removed
• Combined deployable packages needed
Lessons learned by customer engineers
• Dedicated batch servers – check your
batch groups.
• Tracing x++ batch sessions is not
available today for Tier 2 or higher
environments.
Click here for more information
FO | Key Dual Write
Updates
Finance and Operations data in
Microsoft Dataverse – phase 4
New Capability Name:
• Activities integration
• Expose financial dimensions on master data
• Single view for party and its related data
• Invoice Field Service work orders inside Supply
Chain
• Expose Supply Chain pricing and inventory on-
demand in Field Service
*Once again, these capabilities will be delivered incrementally.
Click here for more information
FO | Key Dual Write
Updates
Enhanced troubleshooting
experience to manage dual-write
initial and catch-up writes
• Retry records with errors
• Retry records without issues a new
export from FO
• Catch up writes have queued
messages and failures
Click here for more information
FO | Inventory Visibility Add-in for
Dynamics 365 Supply Chain
Management
Click here for more information
This feature enables organizations to maintain a single,
global inventory position and easily extend real-time
inventory visibility through related applications.
• Manage global on-hand inventory
• Restful API for integrations
• Microservice that can handle requests from multiple
endpoints
• External systems can query inventory
• Built on the Microsoft Dataverse
Add-ins only supported in Tier 2 or higher environments.
FO | Deprecations | Deadlines Updated
All Finance and Operations apps
• Internet Explorer 11 (Support ends August 2021). Use Microsoft Edge instead.
• Batch job to handle SQL index defragmentation (January 2021)
• Visual Studio 2015 (Support ends with 10.0.17)
Supply Chain Management
• Warehousing - the warehouse app (Support ends April 2021). Use the new Warehouse
Management mobile app instead.
• Master planning engine for distribution scenarios (Support ends April 2021). Use
Planning Optimization instead.
• Master planning engine for manufacturing scenarios (Support ends April 2022). Use
Planning Optimization instead.
Finance
• LCS repository as a storage option for Electronic reporting configurations (Support
ends April 2022).
Click here for more information
Tech Tips
Power Platform & Dynamics 365 Customer Engagement Apps
Model-driven Apps | Search Quick Actions are now
customizable
We are excited to share the next
evolution and an important facet of
quick actions: the ability to customize
and extend them in ways that is
appropriate for your processes.
Click here for more information
Model-driven Apps | Improving data density
Click here for more information
Improve overall productivity of your forms by moving
from the “low-density” header to a high-density header
in a model-driven app
• Moving away from low-density forms improves
usability and productivity
• Low-density headers will be deprecated in October
2021
Power Apps | Pro Dev | Announcing Data source Environmentvariables
Why data source environment variables?
• A powerful tool for a variety of ALM scenarios
• Allows you to externalize input parameters from the
components that use them.
Data source Environment variables:
• Natively built into authoring experiences
• Provides enterprise grade application lifecycle
management
Click here for more information
Power Apps | Updated PowerShell cmdlets
Updated PowerShell cmdlets for PowerApps
• Improved performance & stability
• Improved capabilities
• Manage tenant setting for ability to share apps with
‘Everyone’
• Designate SharePoint custom form environment
• Manage data loss prevention-policies
Click here for more information
Power Platform Adoption | Best Practices |
Power CAT Adoption Maturity Model
The Power CAT team (Customer Advisory Team)
• A Team of solution architects
• Focused on helping customers accelerate Power Platform
adoption.
They’ve identified consistent themes, patterns & practices
that underpin organizations successfully implementing
Power Platform.
The result of this work is the Power CAT Adoption Maturity
Model.
This is based on Capability Maturity Model (CMM) standard
Finance & Operations Apps
FO | Microsoft OData Connected
Service
Using the OData v4 Client Code Generator?
Consider the OData Connected Service as an
alternative solution.
Add the Connected Service and select just the
data entities you need for your integration.
This tool generates code to facilitate
consumption of OData services. It will generate a
DataServiceContext and classes for each of the
entity types and complex types found in the
service description. This tool is functionally
equivalent to the Add Service Reference for
OData V3 service.
Click here for more information
FO | Power Platform Integration
with Finance and Operations
Virtual entities
Finance and Operations apps are a virtual data source
in Dataverse, and enable full create, read, update, and
delete (CRUD) operations from Dataverse and
Microsoft Power Platform. By definition, the data for
virtual entities doesn't reside in Dataverse.
One copy of the data stored FO exposed through DV.
Dual-Write
Dual-write provides tightly coupled, bidirectional
integration between Finance and Operations apps and
Dataverse. Any data change in Finance and Operations
apps causes writes to Dataverse, and any data change
in Dataverse causes writes to Finance and Operations
apps. This automated data flow provides an integrated
user experience across the apps.
Two copies of the data.
Click here for more information
Learning Corner
Power Platform & Dynamics 365 Customer Engagement Apps
Power Apps Portals | Table permissions using Portals Studio |
(Preview)
• Learn Portals Security 101 from our Portals
experts
Tutorial: Configure table permissions using
portals Studio (Preview)
The goal of this tutorial is to show how to
use portals Studio to configure table
permissions with a real-world case study.
Power Apps Portals | Portal Studio vs. Portal Management
When editing a Power Apps portal, there are a couple of different
interfaces that one will work with.
One recurring question, is when to use the Portal Studio versus
when to use Portal Management.
Portal Studio
• A no-code, WYSIWYG (What You See Is What You Get) designer
• Intended for Front-end designers and consultants
Portal Management
• A model-driven app deployed when Portals are provisioned
• Intended for advance configurators, developers and admins
Click here to learn more
Dynamics 365 | Disable Smart Matching EmailHashBase table
population for Dataverse
Smart Matching is a legacy email correlation method
from as far back as CRM 4.0.
People familiar with Server-Side Synchronization
know this feature.
Now, there are newer methods of Email Correlation
that use an Exchange item's ConversationIndex to
correlate that email to an existing thread. This does
not require Smart Matching or Tracking Tokens.
Click here to learn more
Power Platform | Monitoring the Power Platform : Dataverse
Continuous monitoring allows enterprises
the opportunity to ensure reliable
performant services are immediately
available to its users.
Platforms need to be able to keep up with
demand in such a way that its seamless to
the end-user.
Learn more about the Application Insights
Availability Tests here, in our Community
blog.
Finance and Operations Apps
FO | Free on-demand sessions
FastTrack Tech Talks
Getting Your F&O Environment Ready for
Priority-based Throttling | April 14, 2021
Link
Supply Chain Management: Planning
Optimization | March 1, 2021
Link
Supply Chain Management: Warehouse
Management mobile app | March 2, 2021
Link
Thank you
