![Page 1: Alliance 2017 - What's New and Coming Up in Dynamics CRM](https://reader035.vdocument.in/reader035/viewer/2022062820/58a2ae041a28ab5d408b48e5/html5/thumbnails/1.jpg)
1
What’s New and Coming up in
Dynamics CRM# A L L I A N C E 2 0 1 7
![Page 2: Alliance 2017 - What's New and Coming Up in Dynamics CRM](https://reader035.vdocument.in/reader035/viewer/2022062820/58a2ae041a28ab5d408b48e5/html5/thumbnails/2.jpg)
2
YOUR PRESENTERChris CarreSolution EngineerJoined Sparkrock in ‘12
![Page 3: Alliance 2017 - What's New and Coming Up in Dynamics CRM](https://reader035.vdocument.in/reader035/viewer/2022062820/58a2ae041a28ab5d408b48e5/html5/thumbnails/3.jpg)
3
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
![Page 4: Alliance 2017 - What's New and Coming Up in Dynamics CRM](https://reader035.vdocument.in/reader035/viewer/2022062820/58a2ae041a28ab5d408b48e5/html5/thumbnails/4.jpg)
4
Si temap Ed i tor
![Page 5: Alliance 2017 - What's New and Coming Up in Dynamics CRM](https://reader035.vdocument.in/reader035/viewer/2022062820/58a2ae041a28ab5d408b48e5/html5/thumbnails/5.jpg)
5
Ass is tant (Prev iew)
![Page 6: Alliance 2017 - What's New and Coming Up in Dynamics CRM](https://reader035.vdocument.in/reader035/viewer/2022062820/58a2ae041a28ab5d408b48e5/html5/thumbnails/6.jpg)
6
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
![Page 7: Alliance 2017 - What's New and Coming Up in Dynamics CRM](https://reader035.vdocument.in/reader035/viewer/2022062820/58a2ae041a28ab5d408b48e5/html5/thumbnails/7.jpg)
7
Mobi le Task F lows
![Page 8: Alliance 2017 - What's New and Coming Up in Dynamics CRM](https://reader035.vdocument.in/reader035/viewer/2022062820/58a2ae041a28ab5d408b48e5/html5/thumbnails/8.jpg)
8
Mobile and Device Automation
![Page 9: Alliance 2017 - What's New and Coming Up in Dynamics CRM](https://reader035.vdocument.in/reader035/viewer/2022062820/58a2ae041a28ab5d408b48e5/html5/thumbnails/9.jpg)
9
Customizat ionPubl i sh ing
![Page 10: Alliance 2017 - What's New and Coming Up in Dynamics CRM](https://reader035.vdocument.in/reader035/viewer/2022062820/58a2ae041a28ab5d408b48e5/html5/thumbnails/10.jpg)
10
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
![Page 11: Alliance 2017 - What's New and Coming Up in Dynamics CRM](https://reader035.vdocument.in/reader035/viewer/2022062820/58a2ae041a28ab5d408b48e5/html5/thumbnails/11.jpg)
11
Edi tab le Gr ids
![Page 12: Alliance 2017 - What's New and Coming Up in Dynamics CRM](https://reader035.vdocument.in/reader035/viewer/2022062820/58a2ae041a28ab5d408b48e5/html5/thumbnails/12.jpg)
12
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
![Page 13: Alliance 2017 - What's New and Coming Up in Dynamics CRM](https://reader035.vdocument.in/reader035/viewer/2022062820/58a2ae041a28ab5d408b48e5/html5/thumbnails/13.jpg)
13
Data Recovery Contro l
![Page 14: Alliance 2017 - What's New and Coming Up in Dynamics CRM](https://reader035.vdocument.in/reader035/viewer/2022062820/58a2ae041a28ab5d408b48e5/html5/thumbnails/14.jpg)
14
Soc ia l Pane Update
![Page 15: Alliance 2017 - What's New and Coming Up in Dynamics CRM](https://reader035.vdocument.in/reader035/viewer/2022062820/58a2ae041a28ab5d408b48e5/html5/thumbnails/15.jpg)
15
Communicat ionEnhancements
(Prev iew)
![Page 16: Alliance 2017 - What's New and Coming Up in Dynamics CRM](https://reader035.vdocument.in/reader035/viewer/2022062820/58a2ae041a28ab5d408b48e5/html5/thumbnails/16.jpg)
16
Communication Tracking
![Page 17: Alliance 2017 - What's New and Coming Up in Dynamics CRM](https://reader035.vdocument.in/reader035/viewer/2022062820/58a2ae041a28ab5d408b48e5/html5/thumbnails/17.jpg)
17
Relevance Search
![Page 18: Alliance 2017 - What's New and Coming Up in Dynamics CRM](https://reader035.vdocument.in/reader035/viewer/2022062820/58a2ae041a28ab5d408b48e5/html5/thumbnails/18.jpg)
18
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
![Page 19: Alliance 2017 - What's New and Coming Up in Dynamics CRM](https://reader035.vdocument.in/reader035/viewer/2022062820/58a2ae041a28ab5d408b48e5/html5/thumbnails/19.jpg)
19
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
M