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!