what’s new in dynamics 365 - · pdf filewhat’s new in dynamics 365. agenda ......

What’s New in Dynamics 365

Agenda

• Introductions/Objectives

• Functional Enhancements• App for Outlook• Editable grids • On Demand Backups• Mobile UI enhancements • Sales Navigator & Talent• Expanded Social Selling • Gamification

• Technical Enhancements• Common Data Service• Flow • Power aps • Power BI Dashboards

• Upgrade to Dynamics 365

• Wrap Up/questions

Amy Widau

• Microsoft Certified Professional• Managing Microsoft Dynamics CRM Implementations• Microsoft Dynamics CRM Customizations and Configuration: 4.0, 2011, 2013• Microsoft Dynamics CRM Applications: 4.0, 2011, 2013• Microsoft Dynamics CRM Installation and Deployment : 4.0• Microsoft Dynamics Field Service 2016

• Education• Wright State University

• Bachelor of the Arts: Spanish

• Experience• I have been working with Dynamics CRM since 2009. I work directly with Business Stake Holders to define

their business processes meet organizational goals and objectives to build a solution that is scalable and efficient.

• Interesting things about me• I sang the national anthem at a Dayton Dragons game• I studied abroad in Costa Rica

Robert Wittig

• Microsoft Certified Professional• Microsoft Dynamics CRM Online Deployments: 2016• Microsoft Dynamics CRM Customizations and Configuration: 3.0, 4.0, 2011, 2013, 2016• Microsoft Dynamics CRM Applications: 3.0, 4.0, 2011• Microsoft Dynamics CRM Installation and Deployment : 3.0, 4.0, 2011, 2013• Managing Microsoft Dynamics CRM Implementations

• Education• University of Akron

• Bachelor of Science: Accounting Information Systems

• Experience• I have been working with Dynamics CRM since 2004. I have worked on implementations of Dynamics CRM from

5 to 14000 users. I work along side Business Stake Holders to meet organizational goals and objectives to build a solution that are scalable and efficient.

• Three interesting things about me• I am an avid backpacker and once backpacked the Appalachian Trail.• I have been to about 50 different countries• I first started developing using Quick Basic on a Commodore 64 computer with dual 5.25 floppy drives when I

was 11 years old.

Functional Enhancements

Outlook App for D365

Outlook App for D365

https://www.youtube.com/embed/Cp6h9ItFqZI?rel=0

Outlook App for D365

• No need to install a client

• Displays dynamics data within the lightweight app

• Data can be shown in 3 ways: Desktop, Outlook web app (new in D365), Outlook mobile app

• 1 click track and set regarding records

• Track against any built in or custom entity

• Add email templates, KB Articles and Sales articles

• D365 add-in allows you to Track and Link Outlook contacts

• Rich new user interface

• Preview Dynamics 365 recipient information in context

• Track or set a regarding record from pinned favorites or most recently used records

• Monitor sent email to see the number of views, opens, replies, and forwards

• Add email templates, sales literature, or KB articles

• Track Outlook contacts to Dynamics 365

• Support for Outlook Mobile (email only)

• Continued performance improvements

• Support for hybrid configurations

Editable Grids

Editable Grids

• Easily enabled for to the web, phone and tablet views of data.

• Editable grids provide the rich inline editing in main and sub-grids so that users can update the information with fewer clicks

• Grouping is added (fields) to change how the list appears

• Drag and move columns in a list view

• Allows you to filter as you did before as well

Editable Grids

On Demand Backups

On-Demand Backups

Mobile UI

Mobile UI

Mobile UI

Mobile UI

Mobile UI

• Available on any mobile device

• Similar icons you use as the desktop

• Mobile offline is available – limited functionality when you do not have an internet connection. You can still update things, and synch them when you finally have an internet connection

• Limited Java Script CRUD (create, read, update and delete) supported

Social Selling

Expanded Social Selling – Social Selling Assistant

• https://www.youtube.com/watch?v=B0tcV0piZbI

Sales Navigator & Talent

Sales Navigator

Integration with LinkedIn

View LinkedIn account and

customer profiles within

Dynamics 365 to access the

latest lead and account

updates, to include:

• News Mentions

• Shares

• Job Changes

• Recent Activities

Talent

• Configurable HR processes and workflows

• Personalized, role-based talent experience

• Improved hiring process to shorten time-to-fill roles

and reduce cost-to-hire

• Engaging onboarding experience for new hires

• Deep integration with LinkedIn Talent Solutions

Gamification

GAMIFICATION

• Allows employees to compete against each other in a fun way

• It's a web app

• Gamification.dynamics.com

• Increase user adoption

• Metrics and points based upon activities

• Points, badges and trophies

• Stream results and rankings on dashboards

• https://www.youtube.com/watch?v=Nl3H4xl3e84

Technical Enhancements

Common Data Service

What is it?

• The Common Data Service is an easy to provision scalable data store that provides security and behavior via an entity model.

• The Common Data Service can serve as an operational data store and transaction processing store.• Data can be copied into standard and custom entities from multiple systems

of records.

• The Common Data Service provides a standard schema through a set of entities.

Benefits

• What in the world does that mean for my organization?

• Where can you start to leverage the Common Data Service?

Microsoft Flow

What is it?

• Flow is a tool that allows power users to create automated workflows between your favorite applications and services to get notifications, synchronize files, and collect data.

• With this, power users can turn repetitive steps into workflows to automate and streamline processes.

What Applications Work with Flow

• MORE-Flow Currently has connections to over 130 and counting different Applications!

SharePoint Office 365 One Drive Twitter Dynamics 365

Yammer

Twillio Facebook Dynamics 365

Operations

Excel SQL Server Azure AD

Real World Examples

• Turn Twitter into a lead generator!• Capture a Tweet• Create a Lead in Dynamics 365• Add the new lead to a Marketing List• Let your Marketing Nurture Process Qualify the lead and hand off to sales

• Creation of Approval Processes Inside D365 leveraging Email Functionality• Create an Order inside Dynamics 365• Send an approval email to Sales Person’s Manager• Manager Clicks Approve or Deny• Let Dynamics 365 Workflow or Flow handle the rest!

Microsoft Power Apps

What are Power Apps?

• An application that allows power users to build applications leveraging the common data model to expose interfaces to multiple enterprise applications on the same screens and views.

• The application can then be published to most mobile platforms or most web clients.

Applications that Can Leverage Power Apps

• MORE-Currently has over 100 different applications you can connect too!

SharePoint Office 365 One Drive Dynamics 365

SQL ServerDynamics 365 Operations

ExcelCustom APIs

Real World Examples

Site Inspection application

• Document, catalog, and reference property sites with what’s important to your real estate, property management, or insurance business.

• This can include images from SharePoint mixed with Dynamics 365 data or other data points from the Common Data Model.

Real World Examples

Budget Tracker

• Keep track of projects and events on budget with customer categories, easy data entry, and the graphing options you need to see it all clearly.

• With this you could include data from a Dynamics 365 campaign and pull in data based on a cost code from Dynamics 365 Operations to see a real time summary of costs to budget and view remaining tasks for an event.

Power BI

• You can now create custom dashboards inside Dynamics 365 to blend information from other enterprise applications leveraging Power BI.

Upgrade to Dynamics 365

Upgrade to Dynamics 365

• How do I upgrade?

• What do I need to do to prepare for this?

• What do you get when you upgrade• Setting you up to take advantage of the ever increasing capabilities within

Dynamics 365

• Better integration with other Office 365 products

• Enhancements

Questions?