• To delete all alerts at once, click or tap the Delete all alerts icon on the alerts wall.
• To view just errors, warnings, or information, click or tap Errors, Warnings, or Information respectively.

If you are also synchronizing appointments, contacts, and tasks through server-side synchronization, you’ll see alerts for the following:

• When one or more duplicate records are found in Microsoft Dynamics 365 when saving a record from Exchange to Microsoft Dynamics 365.
• When a scheduling conflict is found when saving an appointment from Exchange to Microsoft Dynamics 365 because a mailbox is unavailable at the time.
• When previously linked items are found for a specific mailbox.

You’ll be prompted to take actions on the errors about the appointment, contacts, and tasks synchronization.

1. Go to Settings > Email Configuration.
2. Click Mailboxes.
3. Open a mailbox record, and on the left navigation bar, under Common, click or tap Alerts.

1. Go to Settings > Email Configuration.
2. Click Email Server Profiles.
3. Open an email server profile record, and on the left navigation bar, under Common, click or tap Alerts.

Featured News

Microsoft Dynamics 365 (online) 9.0 Release is now available

Microsoft is excited to announce that the Dynamics 365 (online) 9.0 (also known as the July 2017 update) is available for trial and purchase! Stay tuned for information about when you can update your existing organizations.

The main areas of investment in the release are:

• UX enhancements to improve readability and usability of the web apps and to make data entry faster and easier.
• Extensibility and app platform enhancements, including improvements to security and data management.

Additionally, there are enhancements to the in-app Designer tools that allow admins and customizers to tailor apps through a graphical user interface instead of writing code (App Designer, Site Map Designer, and Business Process Flow Designer).

• A new Unified Interface framework used for the Customer Service Hub, Dynamics 365 for phones and Dynamics 365 for tablets, and Dynamics 365 App for Outlook. Unified Interface is also available in the App Designer so that customizers can build app modules using this new look and feel.

For more information, review the following articles:

Dynamics 365 Team blog article

New for Enterprise Edition

New for Developers Enterprise Edition

Online-only features for Customer Engagement (CRM)

Known Issues list

Microsoft Dynamics 365 Update 2.2

Microsoft Dynamics 365 (online and on-premises) Update 2.2 is now available.

Some issues that have been resolved include:

• Microsoft Dynamics 365 App for Outlook is failing to convert QuickCreate and BusinessLogic metadata.
• Business Process Flow instances are getting recreated on the reload of the record even though they were explicitly deleted via the SDK
• Tracked Email in Outlook fails with the following error: "SYSTEM user account not found."
• The email Description field is not displayed on a Quick View form.
• Performance issues occurred while deleting records associated with a Business Process Flow.
• Ribbon button issues when navigating back and forth between the main form and associated grids.

Knowledge Base Article: https://support.microsoft.com/en-us/help/4046795/microsoft-dynamics-365-online-and-on-premises-update-2-2

Podcast and Overview: https://blogs.msdn.microsoft.com/crminthefield/2017/10/30/podcast-and-overview-microsoft-dynamics-365-on-premises-update-2-2/

Download link: https://www.microsoft.com/en-us/download/details.aspx?id=56131

Microsoft Dynamics CRM IP address range updates­

Microsoft Dynamics CRM Online users may not be able to access their online environment or CRM outages may occur if certain IP addresses are blocked. To avoid these issues, it is important to make sure the IP ranges identified in this article are available and not blocked by firewalls, antivirus or other network appliances.

Note: The IP address of your CRM Online organization is subject to change without notice to another IP address within the provided ranges so it’s important to make sure the entire range is not blocked.

In addition to the IP ranges, Microsoft Dynamics CRM Online requires the IP Ranges of the Microsoft Azure Datacenters. To download the list of IP ranges that need to be allowed, access Microsoft Azure Datacenter IP Ranges.

TLS 1.2 Support

Microsoft’s engineering teams are continually upgrading the cryptographic infrastructure as part of our commitment to use best in class encryption. The team’s current area of focus is rapidly identifying and removing Transport Layer Security (TLS) protocol version 1.0 dependencies in software built on top of Microsoft operating systems and migrating to TLS 1.2

Transport Layer Security is an industry standard protocol designed to protect the privacy of information communicated over the Internet. TLS is used in many web browsers and applications that communicate over HTTPS and TCP.

Microsoft’s engineering team has published the Solving the TLS 1.0 Problem whitepaper to aid customers in removing dependencies for TLS 1.0/1.1. Please review for more information.

What is the change for Dynamics 365?

Today, all Dynamics 365 Customer Engagement online versions support TLS 1.0, 1.1 and 1.2, but starting with the release of Dynamics 365 (online) 9.0 of the Customer Engagement platform, we will begin blocking connections to the updated product from clients or browsers that are using TLS 1.0 and 1.1.

Versions 8.x and 7.x of Dynamics 365 Customer Engagement will not be affected with this change, and will continue to provide support for TLS 1.0, 1.1, and 1.2 as they do today.

Note: This change only affects Microsoft Dynamics 365 (online) versions.

How will you or your customers be impacted?

All supported browsers for Dynamics 365 Customer Engagement (versions 7.x – Version 9.x) currently comply with the TLS 1.2 standards and will continue to work as before. However, if you have disabled the TLS 1.2 protocol on your browser or utilize a custom Windows client built with .NET 4.5.2 you will be affected and lose connectivity to organizations with the Dynamics 365 (online) 9.0.

If you have deployed a non-Windows application that connects to a Dynamics 365 Customer Engagement instance you will need to verify that the technology stack you used supports TLS 1.2

To avoid impact:

• Custom Windows clients built utilizing .NET 4.5.2 can be fixed by recompiling on .NET 4.6.2. Versions of .NET 4.6.2 and higher implement a process that will seek the highest possible security transport that the host operating system supports.
  • If you are unable to do this, you can utilize a registry setting on Windows that will force .NET to utilize the highest possible security standard. Please Note: This is a machine-wide setting and may have undesired affects. It is recommended that you or your customer utilize the method of recompiling to .NET 4.6.2 or higher. The registry settings that will force .NET 4.5.2 to prefer TLS 1.2 machine-wide are documented in the article Microsoft Security Advisory 2960358 in the section "Suggested Actions" under "Manually disable RC4 in TLS on systems running .NET Framework 4.5/4.5.1/4.5.2"

• Non-.NET Clients (web and client applications)
  • Please check with the framework or language provider to determine how to configure your application to utilize TLS 1.2

Additional Information from the engineering team can be found on the Microsoft Secure Blog: TLS 1.2 support at Microsoft.

Security Enhancements: User session and Access management

User session timeout: Force users to re-authenticate after a set period, system admins can set a session timeout for their individual Dynamics 365 instances.  Users can only remain signed in to the application for the duration of the set period.

Access Management: Prevent users from sharing credentials to access Dynamics 365. The user access token is validated to ensure that the user who was given access by the identity provider is the same user who is accessing Dynamics 365.

Please see Security enhancements: User session and access management to enable and configure these security system settings for your Dynamics 365 instances. These enhancements will be available for Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016 (online), Dynamics CRM 2016 (on-premises), and Dynamics CRM 2015 (on-premises).

For more information, review this blog post on the Dynamics 365 Team blog.

Updates & Releases

Update Rollup 5 for Microsoft Dynamics CRM 2013 Service Pack 1

Update Rollup 5 for Microsoft Dynamics CRM 2013 Service Pack 1 (SP1) is now available.

Some issues that have been resolved include:

• Date format is changed from DD/MM/YYY to MM/DD/YYYY after new records are imported.
• Activities that are converted to Opportunities in Microsoft Dynamics CRM 2013 for Microsoft Office Outlook do not show as Completed.
• Fields with field-level security enabled are not visible for new users.
• An error occurs while attempting to insert a template into an e-mail.
• When uploading a file to SharePoint, the window appears to be stuck at “Loading”.
• A “Duplicate Record” error occurs while attempting to add multiple users to a team.

Review the support article for more information and to download the service pack.

Microsoft Social Engagement 2017 Update 1.9

Microsoft Social Engagement 2017 Update 1.9 is now available.

New and updated features include:

• Easy to manage Settings and Search Setup options
• New option control to review details of a post
• Distinguish between child and parent post
• Twitter data use license requirements

Resolved issues include:

• Fixed an issue in the Social Engagement content pack for Power BI that caused some fields in the report to lose their date types

For more information, review the What’s New article in the Dynamics 365 Team blog.

Update for Dynamics 365 Connector for Flow and Logic Apps

Microsoft Flow allows customers to create automated workflows between apps and services to get notifications, synchronize files, collect data and more. Logic Apps provide a visual designer to create complex processes and workflows. Version 2 (V2) of the connector is now available alongside the existing version so the new features can be tested without disrupting business for customers. Customers are welcome to try the new version, but the existing flows will continue to use the current version. The current version will continue to be available for the foreseeable future and currently there are no plans to retire it. Once the features are stable in V2 version, those capabilities will slowly be migrated to the existing version.

For more information, take a look at Dynamics 365 Connector for Flow and Logic Apps: an Update.

Field Service and Project Service Automation update – Universal Resource Scheduling

The Universal Resource Scheduling in Dynamics 365 allows customers to book skilled resources to the right work at the right time, regardless of workstream. Resources can be booked for work orders, cases, projects, leads or any custom entity. The Universal Resource Scheduling now includes some new features and enhancements:

• Schedule Board Extensibility
• Schedule Board Sorting
• Schedule Board Extensions
• Specify a fulfillment pattern on a resource requirement
• See requirement breakdown when scheduling
• Resource Continuity Panel
• Substitute Resource
• Revamped UI for Daily, Weekly, Monthly Schedule Assistant
• Enhancements when creating bookings
• Additional Enhancements

For more information, take a look at Part 1 and Part 2 of the Field Service and Project Service Automation update articles on the Dynamics 365 Team blog and the Release notes for October update for Field Service and Project Service Automation.

Additional News

October 2017 Outlook Security Patch

After installing the October 2017 Microsoft Outlook security updates, customers reported issues with trying to view Dynamics 365 information in the Outlook folder pane of the Microsoft Dynamics 365 for Microsoft Outlook add-in (Outlook client). The view pane was blank and "Waiting for a page to be retrieved from a CRM server..." displayed, but never loaded.

The Dynamics 365 for Outlook add-in relies on customized roaming home pages to render webpages within Outlook. The October 2017 Microsoft Outlook security update disables roaming home pages in Outlook to address a significant vulnerability with the application, and as such, inadvertently causes the add-in to fail.

Due to this security update resolving multiple significant vulnerabilities within the Microsoft Outlook application, it must remain installed. To re-enable roaming home pages as a workaround while a permanent resolution is developed, a registry key must be added to the local client machines running the Microsoft Dynamics 365 for Outlook application. This key must be installed either through direct registry edit or via Group Policy in your organization.

For more information about the specific versions of the Outlook Security Update, as well as the version-specific registry keys needed to temporarily resolve the blank webpages, please review Microsoft Dynamics 365 for Outlook is unable to render webpages after installing the October 2017 Microsoft Outlook security update.

New Automation and Visualization features for Business Process Flows (preview)

Microsoft Dynamics 365 (online) version 9.0 (also known as the July 2017 update) includes two new features that are available for public preview: Business Process Flow dashboards, grids, and charts and Business Process Flow automation with Action Steps.

For more information, review this article https://blogs.msdn.microsoft.com/crm/2017/10/25/new-automation-and-visualization-features-for-business-process-flows-public-preview/ on the Dynamics 365 Team Blog (includes instructions on how to enable the public preview features).

New from Microsoft Labs: Change Tracking Solution for Dynamics 365

The change tracking solution for Dynamics 365 is a feature that provides the ability to track the changes in Dynamics 365 made by System Administrators/System Customizers. It provides details of changes on who updated an entity, JavaScript, assemblies and processes along with the time of update. The solution is built on Dynamics 365 and works well with Dynamics CRM 2016 (Online/ On premises).

For information and links to download the solution, review this post on the Dynamics CRM in the Field blog.

Dynamics 365 Resource Scheduling Optimization Update

With the goal of continuously improving quality, performance, usability, and responding to customer feedback, Microsoft has released a Resource Scheduling Optimization update (v1.5.17284.2). The updated features include schedule board integration, simulation status for resource scheduling optimization and deployment app enhancements.

NOTE: This Resource Scheduling Optimization update is backward compatible with Dynamics 365 v8.2, and can be deployed on either Dynamics 365 v9.0 or Dynamics 365 v8.2. However, the ‘Schedule Board Integration’ feature is only available in Dynamics 365 v9.0.

For more information, review What’s New for Dynamics 365 Resource Scheduling Optimization v1.5.17284.2 Release and Release notes for October update for Field Service and Project Service Automation.

If you’re new to Field Service and Project Service Automation, then it’s important to start with a pre-configured environment to explore the capability. For more information on how to setup this environment, review Microsoft Dynamics 365 for Field Service and Project Service Automation sample data.

Training Corner

Training Sites & eLearning

Get the most up to date training and eLearning information for Dynamics 365 from the Help Center. The Training & Adoption Kit for Dynamics 365 is also available for download which includes user guides, quick reference cards, eBooks for end users and admins. Feel free to modify the content and distribute to your customers.

Want to know what new features are available for both online and on-prem customers? Then check out What’s new in Microsoft Dynamics 365.

Ignite 2017 Demonstration: PowerShell with Dynamics 365 Online Management API

During the Microsoft Ignite 2017 Conference a demonstration was provided on common scenarios using the Dynamics 365 Customer Engagement Online Management PowerShell module and how to query and alter data using PowerShell.

A ready-to-run Powershell script that demonstrates some of the Online Management API features in PowerShell and uses an optional module (Microsoft.Xrm.Data.PowerShell GitHub link & PowerShell Gallery link) for reviewing and editing data in a Dynamics 365 Customer Engagement instance is now available here on the Dynamics CRM in the field blog.

Watch the on-demand session from Ignite 2017: https://myignite.microsoft.com/videos/57109

CRM and Dynamics 365 Features List

Ever wonder what features are available in the online versus on-prem instances of CRM and Dynamics 365? Take a look at the Dynamics 365 - Online vs on-premises features FAQ page to find out.

How can the new Dynamics 365 web client UI make you more productive?

The Dynamics 365 web client has a refreshed UI in Dynamics 365 (online) 9.0, that increases readability and consequently productivity. The new look and feel has been carefully designed by Microsoft’s UX experts after considering key user feedback and gaps identified after a thorough analysis such as too much of whitespace on forms and long field labels that get cut off.

No layout or functional changes were made to the existing infrastructure, so users can sail through to the new UI with no customization effort or training required.

Some of the updates include:

No more confusing whitespace

Before

After

Clear demarcation of where page header ends and form content begins

Before

After

Word wrap for long field labels and values

Before

After

For more information on the changes, review this post on the Microsoft Dynamics 365 Team blog.

Out of the Box: Choosing colors on the Schedule Board

Dynamics 365 offers Theming which allows an organization to modify the color schemes and add a logo to their instance to match their organization’s brand. There are other color controlling features in Dynamics 365. With a Field Service implementation, customers can change colors conditionally on the schedule board. Different colors can be selected for the booking entity to help quickly distinguish between appointments for work orders, leads, custom entities etc...the booking status which can change as the status of the entry is updated and the priority.

To see how to configure the Field Service Schedule Board, review this blog post and this training article.

Handling Business Process Flows on Record Create

This post answers the question: How can I apply a specific Business Process Flow when creating a CRM entity record? The article includes step by step instructions and provides additional information on how to select a default Business Process Flow for a record.

Ideas for Microsoft Dynamics 365

Help us improve Microsoft Dynamics 365 and its family of products and solutions by discussing ideas, providing suggestions, and giving feedback. Use the forums listed on the Ideas page to share your thoughts. Search through the existing ideas, before suggesting a new one, and you can vote on them to help increase visibility.

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Featured News

Security Enhancements Announcement for Microsoft Dynamics 365 Government

By default, Microsoft Dynamics 365 Government sets a user session timeout of 8 hours. A user is not required to log in with their credentials for up to 8 hours regardless of whether the user was active or inactive.

With the implementation of the Security enhancements: User session and access management, customers can now set their own session timeout limit for their individual Dynamics 365 instances.

For greater flexibility and better customer experience, Microsoft is moving the maximum session timeout duration from 8 hours to 24 hours. This will allow customers to set a custom session timeout duration between 1 hour and 24 hours.

If the previous 8-hour session timeout duration is required, customers will need to set a custom session timeout for all their Dynamics 365 instances.

Please refer to FedRAMP guidance on recommended inactivity and session timeout parameters for your organization.

Review the highlights of these enhancements in the following video: Security Enhancements: User session management.

Unified Service Desk and TLS 1.2 Mandate for Dynamics 365 (Online)

As part of Microsoft’s ongoing efforts to stay up to date with industry security policies and best practices, the 9.0 update for Dynamics 365 (online) will begin requiring connections for customer engagement applications to utilize TLS 1.2 (or better). The in-market versions of the Unified Service Desk client desktops will be required to have the following registry entries set In order to connect to the CRM online instances running version 9.0:

For more information, please review the following articles:

Updates coming to Dynamics 365 Customer Engagement connection security
https://blogs.msdn.microsoft.com/crm/2017/09/28/updates-coming-to-dynamics-365-customer-engagement-connection-security/

Microsoft Security Advisory 2960358
https://docs.microsoft.com/en-us/security-updates/SecurityAdvisories/2015/2960358#ID0ETHAE

Portal Capabilities for Microsoft Dynamics 365 Version 8.3.3.152 Release

Portal capabilities version 8.3.3.152 for Microsoft Dynamics 365 is now available. This release includes an updated portal host and updated solution packages (new solution packages will be available after the portal host upgrades have been completed globally). The portal host will automatically be updated by Microsoft, but action must be taken by your organization to upgrade the solution packages.

Until the solution packages are updated, some enhancements will not be available to portal administrators and/or users. For instructions on how to upgrade the portal solution packages, please refer to this KB article.

New and updated features include:

• Added a new error message for password confirmation screen when attempting to send email fails due to contact email preference being disabled. Alert emails now provide a link to the Analytics area of the Social Engagement app
• Resolved issue of deactivated forum threads appearing in the portal
• Fixed intermittent issue that would not register the website bindings when a new portal is deployed
• Increased cache performance of knowledge articles in portal

For more information, review the release article.

Updates & Releases

Service Update 5 for Microsoft Dynamics 365 9.0.0 (online)

Service update 5 for Microsoft Dynamics 365 9.0.0 (online) is now available.

This update resolves the following issues:

• Recipient, and user information is missing in record form when using the Hebrew Language
• Inactivity script must read IsUSD and USDBrowserMode variables from top window instead of using iframe.
• Activities are not showing up unless youhover over it in Sales Activity Dashboard using an iOS device.
• "TypeError: Mscrm.CrmCrossBrowser is undefined" is thrown selecting save after creating rule item in a Record creation, and a rule update.
• An unexpected error occurs when attempting to enable a Language.
• A user can download another user's Report data.
• Knowledge Base form is throwing an onload error every time the form is loaded.

To determine whether your organization had this update applied, check your Microsoft Dynamics CRM Online version number by clicking the gear icon in the upper-right corner, select About and look for:

Service update 5 for Microsoft Dynamics 365 Online 9.0.0

Service Update 3 for Microsoft Dynamics 365 8.2.2 (online)

Service Update 3 for Microsoft Dynamics 365 8.2.2 (online) is now available.

Some of the issues resolved in this update include:

• The Regarding field on tracked emails is getting cleared when using App for Outlook.
• Global workflows are not triggering on Business Process Flow process completion.
• SLA fields are not displayed in custom entities.
• When tracking meetings in the Outlook App, the list of participants is not synchronized to Dynamics 365.
• Unable to hide the tab name in mobile application with Jscript.

For more information about the update, review the following KB article: https://support.microsoft.com/en-us/help/4056116

To determine whether your organization had this update applied, check your Microsoft Dynamics CRM Online version number by clicking the gear icon in the upper-right corner, select About and look for:

Service Update 32 for Microsoft Dynamics 365 8.2.2

Unified Service Desk update 3.1.0

Unified Service Desk update 3.1.0 is now available. The enhancements are primarily focused on aligning with the latest security enhancements in Dynamics CRM online version 9.0:

• The Unified Service Desk version 3.1.0 supports TLS 1.2 out of the box. This means the client automatically connects to Dynamics 365 9.0 (online).
• Dynamics 365 9.0 (online) provides capabilities of preventing unauthorized access by supporting inactivity timer and session timer for users. Unified Service Desktop version 3.1.0 provides support for these enhancements, particularly in IE Process hosting type.

For more information, review the Unified Service Desk 3.1.0 is Released blog post.

Dynamics 365 for Field Service and Project Service Automation Update 4

With the goal of continuously improving quality, performance, usability, and responding to some customer feature feedbacks, Microsoft recently released an update for Dynamics 365 for Field Service and Dynamics 365 for Project Service Automation.

Field Service enhancements include:

• Resolved error message "An item with the same key has already been added" when trying to upgrade from a version 6.0.x.x Field Service build to build 6.2.1.38
• Resolved error message "The work order must match the work order set on the booking." when users attempted to save Purchase Orders
• Resolved issue of work order forms not displaying in the portal for field service

Project Service Automation enhancements include:

• Corrected the timestamp for Accounting Date on Project Actuals to show the Approval Date
• Resolved issue with Project based line window not closing automatically after clicking Save & Close
• Performance improvements in the Time Entry & Expenses areas

For more details on the update, review this post in the Dynamics 365 Team blog.

Microsoft Social Engagement 2017 Update 1.10

Microsoft Social Engagement 2017 Update 1.10 is now available.

New and updated features include:

• Updated user experience for activity maps
• Alert emails now provide a link to the Analytics area of the Social Engagement app
• New training video on Microsoft Virtual Academy
• New social post packs

Enhancements include:

• Improvements on the backend for acquisition stability and reliability
• Resolved an issue with truncated text strings in previous Social Engagement versions
• Resolved an issue with keyword filters where the input field was limited

For more information, review the What’s new in Microsoft Social Engagement 2017 Update 1.10 article in the Dynamics 365 Team blog.

Deprecation of post.profile.id object in Social Engagement JSON payload

Social Engagement includes a feature that allows users to send posts to Azure Event Hubs by using Automation Rules in Social Engagement. The post content is sent in the form of a JSON object that contains the content of a post and its metadata.

As part of evolving functionality, Social Engagement is updating the JSON payload by replacing the post.profile.id field with a new post.profile.uri field.

The reason for the change is that the current implementation of the post.profile.id field is not source-specific. Consequently, the profiles of two authors with the same profile name on different platforms might end up having the same profile.id. Moving forward, post.profile.uri will also include a source-based identifier as part of the field value (for example: mse-tw://#12345678).

For more information on the impact of the this change and the timeline, please review this blog post on the Microsoft Dynamics 365 Team blog.

Additional News

Sales & Marketing: New Dynamics 365 integrations across Adobe Experience Cloud

Microsoft and Adobe established a strategic partnership in an effort to help equip businesses to better respond to their customers in a digital environment. The joint efforts are are allowing enterprises to transform their customer experiences, and drive more efficient business processes. We are pleased to announce that the offering from the partnership: Dynamics 365 is now integrated with Adobe Experience Manager, Adobe’s industry leading content management solution in the Adobe Marketing Cloud. Available to both Microsoft and Adobe customers, this integration will help organizations optimize enterprise sales and lead management.

This integration will help solve some of the complex challenges such as:

• Audience: Helping organizations move from a disparate view of customers and poor segmentation, to a more holistic view with intelligent segmentation.
• Workflow: Shifting from teams using multiple systems and processes for customer engagement, to integrated systems and a unified view that empowers actions, collaboration and productivity.
• Personalization: Transitioning from manual process for defining and delivering customer experiences to data driven and automated content personalization.

Review the announcement here.

Build a redist folder to install Dynamics CRM 2016 without an internet connection

Several customers have requested an updated PowerShell script that can download the Dynamics 2016 pre-requisites and put them in a folder for installations without internet access. An updated script is now available.

Typically, PowerShell scripts are provided as a downloadable PS1 file, but for this version, the text and a txt download have been provided for review in the Dynamics CRM in the Field blog:

https://blogs.msdn.microsoft.com/crminthefield/2017/11/20/use-powershell-build-a-redist-folder-to-install-dynamics-crm-2016-without-an-internet-connection/

Security Compliance and Regulatory Requirements

Microsoft publishes compliance guides and trust and transparency guides on the Service Trust Portal to demonstrate compliance with global standards and regulations and to provide customers with information on how we manage our cloud services and protect customer data. The Service Trust Portal includes a Compliance Manager application that can be launched to control management, integrated task assignment, evidence collection, and audit-ready reporting tools to streamline your compliance workflow.

The Service Trust Portal and Compliance Manager is currently in Preview and we need your feedback to make it as useful to you as possible. Have a comment or suggestion? Please use the Feedback button in the Service Trust Portal and tell us what you think.

The Microsoft Trust Center is an important part of the Microsoft Trusted Cloud initiative and provides support and resources for the legal and compliance community. It is an excellent resource for customers to learn how Microsoft implements and supports security, privacy, compliance, transparency in all our cloud products and services. For more information:

https://www.microsoft.com/en-us/trustcenter/default.aspx

Report a Computer Security Vulnerability

The Microsoft Security Response Center investigates all reports of security vulnerabilities affecting Microsoft products and services. If a customer believes they have found a security vulnerability in a Microsoft product, then they are asked to report it and Microsoft will work with them to investigate it.

Please note: The Microsoft Security Response Center does not provide technical support for Microsoft products.

If you believe you have found an issue that meets the definition of a security vulnerability and is not resolved by the 10 Immutable Laws of Security, please send an e-mail to secure@microsoft.com. To help us better understand the nature and scope of the possible issue, please include as much of the below information as possible:

• Type of issue (buffer overflow, SQL injection, cross-site scripting, etc.)
• Product and version that contains the bug, or URL if for an online service
• Service packs, security updates, or other updates for the product you have installed
• Any special configuration required to reproduce the issue
• Step-by-step instructions to reproduce the issue on a fresh install
• Proof-of-concept or exploit code
• Impact of the issue, including how an attacker could exploit the issue

For more information, review this bulletin in the Security TechCenter.

Important changes coming in Dynamics 365 Customer Engagement

Microsoft provides announcements on features that will be deprecated from the Dynamics 365 Customer Engagement capabilities to assist Administrators and IT professionals with future planning and releases. “Deprecated” means Microsoft intends to remove the feature or capability from a future major release. The feature or capability will continue to work and is fully supported until it is officially removed. This deprecation notification can span a few years. After removal, the feature or capability will no longer work.

To see the list of current and past announcements, please review the Important Changes article on the Dynamics 365 Documentation site.

Training Corner

New Customer Engagement Developer Documentation for 9.0

With the release of Dynamics 365 (online) version 9.0, there are some changes coming with the developer documentation:

• New location: https://docs.microsoft.com/dynamics365/customer-engagement/developer/
• New name: Developer Guide
• No more monolithic Software Development Kit (SDK) download
• Separation and fusion of reference content
• Client API documentation overhaul
• Detailed entity documentation

The SDK is a combination of documentation and resources that developers use to build software. Until now, we were using the term “SDK” to refer to the developer documentation for Dynamics 365 Customer Engagement and for the download package containing assemblies, tools, and the offline version of the documentation. To clear up this confusion and to be consistent with the terms we use for all our documentation, we will now refer to the developer documentation as the Developer Guide.

In addition to the name change, customers will now be able to download the individual documentation, tools and sample code as needed rather than the entire package. The client scripting or client API has also been restructured to allow for better search results for individual APIs by providing dedicated pages for each and the entity metadata is being leveraged to generate reference documentation for most entities in the system together with a complete list of all the properties, attributes and relationships.

Take a look at What’s new for Customer Engagement developer documentation in version 9.0 for more information on this update.

Is Dynamics 365 Server-Side Sync filling up your database?

Dynamics CRM Server-Side Sync allows customers to capture logs which can aide in troubleshooting issues with user mailboxes. The alerts are shown on the alerts wall or the alerts section in the mailbox or email server profile records. If all the errors, information and warnings are being captured, then it can appear as though server-side sync is filling up the TraceLogBase table.

Customers have the option to remove the information they don’t want to capture from the database by creating a bulk delete job:

1. Login to Dynamics CRM Application as an administrator, then navigate to
   Settings >Data Management

2. Click Bulk Record Deletion

3. Click the New button to create a new job, then click Next in the Bulk Deletion Wizard. In the Define Search Criteria window, select Traces in the Look for drop down.

4. Select Level then click Enter Value: Level

5. Choose the values you want to delete, then click OK

6. Identify Server Side Sync for Regarding and then choose the Regarding Object Type. Continue through the wizard to finish creating the bulk deletion system job.

For more information, review this post on the CRM in the Field blog.

Customer Engagement Technical Journey Offering

Microsoft is pleased to announce the newly updated Customer Engagement technical journey is now available online, with the addition of seven new technical training webcasts. This resource is primarily available for Partners, but customers can access some of the information in the Microsoft Partner Network Support page.

The Technical webcasts are available for Partners, but Customers can also join them as Guests. Sessions are being offered in the Americas, Asia Pacific and EMEA with some beginning in December 2017:

• Enhance Your Business with Dynamics 365 Data Analysis, Insights & Power BI (L200): Partners will learn how to use built-in data analysis and reporting features within Dynamics 365 as well as Power BI integration options.
• Technical Deep Dive on Dynamics 365 for Field Service (L300-400): Help partners start building field workforce solutions by understanding the advanced functionality within Dynamics 365 for Field Service.
• Technical Deep Dive on Dynamics 365 Customer Engagement Performance (L300-400): Partners will ensure the optimal Dynamics 365 for Customer Engagement experience through performance optimization and troubleshooting.
• Technical Deep Dive on Dynamics 365 Portals (L300-400): Expand your partners technical knowledge of Dynamics 365 Portals capabilities, helping them understand real-world implementations.
• Technical Deep Dive on Dynamics 365 with PowerApps (L300-400): Partners will understand how Microsoft PowerApps helps people and organizations create custom solutions without lengthy development cycles.
• Enhance Your Business with Dynamics 365 with Cognitive Services & Cortana Intelligence Suite (L300-400): Partners will discover the relationship between Cortana Intelligence Suite and Cognitive Services with Dynamics 365 Customer Engagement.
• Introduction to Dynamics 365 (L100-200): Get partners introduced to the features and functionality with Dynamics 365 including IUR, technical onboarding and customization. (dates coming soon)

Please note: Additional dates and languages will continuously be added throughout FY18; please check back frequently.

New Training Courses: Microsoft Dynamics Learning Portal

New Field Service courses are available in the Microsoft Dynamics Learning Portal:

Introduction

https://mbspartner.microsoft.com/D365E/CourseOverview/1665

Agreements, Inventory, and Purchasing

https://mbspartner.microsoft.com/D365E/CourseOverview/1664

Mobile and Dispatch

https://mbspartner.microsoft.com/D365E/CourseOverview/1663

Setup and configuration

https://mbspartner.microsoft.com/D365E/CourseOverview/1660

Field Service Assessment

https://mbspartner.microsoft.com/D365E/AssessmentOverview/43

Field Service exam MB2-877 (available December 2017)

https://www.microsoft.com/en-us/learning/exam-mb2-877.aspx

Ideas for Microsoft Dynamics 365

Help us improve Microsoft Dynamics 365 and its family of products and solutions by discussing ideas, providing suggestions, and giving feedback. Use the forums listed on the Ideas page to share your thoughts. Search through the existing ideas, before suggesting a new one, and you can vote on them to help increase visibility.

Featured News

Dynamics 365 administrators will be notified via the O365 Message Center and will receive an email when the Dynamics 365 version 9.0 Update is available. The target to make update scheduling available is January 2018, and the window for processing the scheduled updates is February 2018 – August 2018.

To see the update availability, navigate to the UPDATES tab in the Dynamics 365 Administration Center. Instances that are eligible for upgrade will have a Status of ‘Update available’.  From there, customers can schedule their update and book preferred and alternate dates.

Customers can upgrade to version 9.0 from version Dynamics 2016 (8.0), Dynamics 2016 UPD1 (8.1) or Dynamics 365 (8.2). For more information on the update process, see Manage Updates.

Note: The update availability to Dynamics 365, version 9.0 for Dynamics 365 Government and Dynamics 365 Germany is not part of this announcement. The availability of version 9.0 for these customers will be announced at a later date.

Reminder: The Microsoft Dynamics Marketing service will be discontinued effective May 15, 2018. Customers will need to take advance action prior to May 15, 2018, to transition to an alternative solution and continue automating their business marketing activities.

Microsoft is pleased to announce that some customers can get early access to the Public Preview for Microsoft Dynamics 365 for Marketing in select countries and languages (Microsoft field resources, Dynamics 365 MVPs and Microsoft Dynamics Marketing (MDM) customers). An announcement will be made when the preview is available to all customers and partners.

For more details on the new service, Microsoft Dynamics 365 for Marketing, review the training section below.

Updates & Releases

Portal capabilities version 8.3.3.153 for Microsoft Dynamics 365 is now available. This release includes an updated portal host and updated solution packages (new solution packages will be available after portal host upgrades have been completed globally). The portal host will automatically be updated by Microsoft, but action must be taken by your organization to upgrade the solution packages.

This update resolves the following issues:

· Added a new error message for password confirmation screen when attempting to send email fails due to contact email preference being disabled.

· Case timelines would display encoded html tags for emails that have originated from within Dynamics 365 making them difficult to read.

· Deactivated forum threads appear on the portal.

· External Web Links in navigation may redirect to the home page instead of the intended external URL.

· Fields that are using DateOnly behavior may not display the correct date on entity lists.

· Increased cache performance of knowledge articles in portal.

· Portal may experience an error when uploading a file that is larger than the configured maximum size instead of displaying the configured file size error text.

For more information, review this support article.

Microsoft Social Engagement 2017 Update 1.11 is ready for release in December 2017.

New and updated features include:

• Support for Twitter's extended tweet length
• A new table view added to existing charts so uses can view the data as a chart or a table
• A new styling for charts with colored areas now includes patterns in addition to solid colors

Resolved issues include:

• Updated the mapping of the language recognition for private messages
• Updated Social Engagement documentation regarding Facebook Acquisition Tokens, Facebook comment actions, adding Custom Tags, and requirements for YouTube Engagement actions

For more information, review What’s new in Microsoft Social Engagement 2017 Update 1.

Voice of the Customer for Dynamics 365 (9.0.823.1 - 9.0.959.8) is live on all Geos. This version of Voice of the Customer is compatible with Dynamics 365 version 8.2 and later.

New and updated features include:

• Changed the way survey responses are sent to the Dynamics 365 database to improve reliability
• The previous limitations of maximum 2400 survey responses per day has been removed and the number of email survey invitations has been increased to 50000 to improve scalability
• Made change tracking available on Voice of the Customer entities

Resolved issues include:

• Feedback entity does not work properly on all locales specified in Dynamics 365
• The default count resets to five in a start-rating question even after modification
• Respondent can skip Single Rating question even though it is marked as mandatory

For more information, see What’s new in Voice of the Customer version 9.0.823.1 to 9.0.959.8.

The latest update to the Field Service application and Project Service Automation application for Dynamics 365i snow available. This release is compatible with Dynamics 365 9.0.x. To update to this release, go to the Admin Center for Dynamics 365 online, solutions page to install the update.

Field Service enhancements (7.2.0.43)

New and updated features include:

• Improved logic when changing a booking status from Cancelled to Active (not cancelled)
• Removed unused views and renamed forms for Field Resource Hub
• Changed command name for completing Service Tasks to "Mark Complete"

Resolved issues include:

· Add New Product line item doesn’t work on the opportunity, quote, order, or invoices form

· After creating a work order type, the error "Object reference not set to an instance of an object" appears when the user saves the Quote Booking Setup on a related tab

· When a Dispatcher clicks the Book button on a work order, the window doesn’t load

Universal Resource Scheduling Enhancements

NOTE: Improvements and bug fixes for Universal Resource Scheduling apply to Field Service and Project Service Automation as well as to other schedulable entities in the Sales or Service applications.

New and updated features include:

• In the Schedule Assistant view, a new sort option lists the resources with the highest or lowest total available hours in ascending or descending order
• If there are no bookings on the schedule board date range being displayed for a resource, the expand arrow no longer shows
• When resource capacity is less than the requested hours and the booking method is front load, the user can’t book a resource from the schedule board

Resolved issues include:

• On the schedule board, only first page results are displayed for the list of resources when switching from horizontal to vertical view
• When popping out the schedule board in Internet Explorer, clicking a resource cell doesn’t select all the grids
• Clicking resources to select cells takes 10 seconds on Internet Explorer and 3 seconds on Google Chrome

For more information, review the Release Notes for Field Service and Project Service Automation Update Release 2 post in the Dynamics 365 Team blog.

The latest update to Resource Scheduling Optimization (v2.0.17335.1) is now available. This release is compatible with both Dynamics 365 8.2.x and Dynamics 365 9.0.x. To update to this release, visit the Admin Center for Dynamics 365 online, Applications page, to apply the update.

New and updated features include:

• Performance improvements for end-to-end optimization

Resolved issues include:

• On Dynamics 365 9.0.x organizations, the Refresh button on the Optimization Request grid on the RSO scope-related schedule board doesn't refresh the grid
• On Dynamics 365 9.0.x organizations, the RSO scope-related schedule board lock icon isn't showing on Edge
• Optimization requested fails with the error message: “System failed to modify some bookings” even though there is no booking being modified during the optimization run
• On Dynamics 365 9.0.x organizations, booking details for optimization don't show unchanged bookings

For more information, review the Release Notes for Resource Scheduling Optimization (v2.0.17335.1) – Dynamics 365 post in the Dynamics 365 Team blog.

Additional News

FastTrack for Microsoft Dynamics 365 is a service designed to help customers move to Dynamics 365 smoothly and confidently. Customers will receive guidance on best practices, how to plan for successful rollouts and learn ways to enable new users and expand capabilities.

Services include:

• Data migration & validation
• Assist in go-live activities
• Support user adoption
• Conduct Technical Talks and Workshops

For more information on eligibility and available services, please see https://docs.microsoft.com/en-us/dynamics365/get-started/fasttrack/customer-engagement/microsoft-fasttrack-dynamics-365.

Sort available resources by total available time

In the December 2017 update, out-of-the-box functionality was added that allows users to sort resources by total availability. Previously, the system included two out-of-the-box options for sorting results when searching for available resources, plus any additional custom sort options. Now the system includes this third sort option.

For more information, review this post on the Dynamics 365 Team Blog.

In a previous releases, scheduling extensibility was introduced, opening up countless new scenarios for field service organizations. Now, with the December 2017 update, a custom query can include the date range displayed on the schedule board to return matching bookings within that date range. In the past, customers could modify the custom query and resource card to count of booking for each resource, but not with the knowledge of the date range from the schedule board. Now, customers can query the dates displayed on the board, and return data relevant to the date range.

For examples, review this article in the Dynamics 365 Team blog: https://blogs.msdn.microsoft.com/crm/2017/12/15/new-use-schedule-board-date-ranges-in-custom-queries-in-universal-resource-scheduling/

Increased threshold allows for search of more resources

In our December 2017 update, the limit for the number of resources that can be searched at a time has been increased from 100 to 1,000. If a search returns more resources than the limit, the search still successfully completes using the top matches.

For details on how the search function works, review the following blog post: https://blogs.msdn.microsoft.com/crm/2017/12/15/increased-threshold-allows-for-search-of-more-resources-at-once-in-universal-resource-scheduling/

To see all the features and enhancements for the Universal Resource Scheduling December Updates, review

What’s new in Universal Resource Scheduling for Dynamics 365 December Update 1

What’s new in Universal Resource Scheduling for Dynamics 365 December Update 2

Training Corner

When users in a tenant create a Dynamics 365 30-day email trial, these trials will show up in the tenant’s Admin Center. This is by design however, administrators have the ability to prevent their users from creating trials against their tenant.

Once blocked, users will receive a message to contact their organization’s admin. The process of blocking requires using Windows Powershell and Azure Active Directory Module for Windows PowerShell. Administrators can also block signups for free Power BI. For more information and instructions, review the following articles:

Ability to disable Sign Ups for the Free Power BI

Connect to Office 365 PowerShell

Dynamics 365 for Marketing

Dynamics 365 for Marketing is a marketing-automation application that helps turn prospects into business relationships. The app is easy to use, works seamlessly with Dynamics 365 for Sales, and has built-in business intelligence. Some of the reasons to use Dynamics 365 for Marketing are:

• Create graphical email messages and online content to support marketing initiatives
• Use the drag-and-drop journey designer to create an automated, multichannel campaign that sends personalized email messages, generates follow-up activities, launches workflows, and more
• Connect to LinkedIn and import Leads into Dynamics 365
• Use dashboards and reports to track the performance of your marketing initiatives, and to identify your best lead sources and marketing activities

For more information about Dynamics 365 for Marketing, review this article on the Dynamics 365 Documentation site https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/overview

Summit EMEA is the User Group (UG) conference that brings Microsoft Dynamics 365, AX and CRM users, industry experts and software development vendors together to discuss important issues, to learn about product updates, and to find genuine solutions that suit your business needs.

Attendees will have direct access to:

• Exceptional, quality content: Technical and functional training for all product versions in a focused environment that you can utilize 365 days a year
• Engaging, organized networking opportunities: Opportunities to connect and network with user group peers, partners and Microsoft team members
• Access to experts: Learn from Dynamics experts on a personal basis including: MVPs, experienced fellow users, Microsoft Engineers and Microsoft Support Technicians

Register now and save with early bird pricing until 31 January.

The July 2017 Update for Dynamics 365 introduced a new feature that supports Business Process Flows as an entity. Customers can now work with each Business Process Flow as its own entity through dashboards, grids, and charts. This also means that you have the ability to interact with them through Dynamics 365 workflows.

For an example on how to accomplish this, review the following blog post: https://blogs.msdn.microsoft.com/crminthefield/2017/12/18/automate-business-process-flow-stages-using-workflows/

Ideas for Microsoft Dynamics 365

Help us improve Microsoft Dynamics 365 and its family of products and solutions by discussing ideas, providing suggestions, and giving feedback. Use the forums listed on the Ideas page to share your thoughts. Search through the existing ideas, before suggesting a new one, and you can vote on them to help increase visibility.

Featured News

Scheduling the Microsoft Dynamics 365 (online) version 9.0 Update

Here is some information to help customers prepare for updating their existing Dynamics 365 (online) organizations to Dynamics 365 (online) version 9.0:

What you need to know about the customer-driven update process:

Flexible choices: You can schedule your updates to Dynamics 365 (online), version 9.0 on any day, including weekends. Please remember that opportunities to schedule an update is limited to available openings. Update slots will be allocated on a first come, first served basis.

Scheduling an update: Scheduling an update is available now and the updates will occur from February 20th through August 20th. This will give you up to six months to complete the update to the newest release of Microsoft Dynamics 365.

Flexible testing: Administrators will be able to schedule updates to sandbox instances prior to production instances. You can easily see the Sandbox and Production update schedules in a single view within the Dynamics 365 Administration Center.

Keep your organization informed: Administrators can select recipients to receive notifications about updates in the Dynamics 365 Administration Center. See Send email notifications to multiple recipients for more information. The recipient does not have to be an administrator to receive notifications and no additional licenses are required.

Get yourself ready for the update:

1. Get familiar. Stay up to date with What’s new for the complete list of capabilities and services. Please refer to Read Me for more information about update requirements, known issues and possible workarounds.

2. Get prepared. Read about Managing updates.

3. Get engaged. Your partner and Microsoft are here to help you be successful. See What’s new for developers.

Note: Dynamics 365 Government and Dynamics 365 Germany are not included as part of this announcement. The availability of version 9.0 for these customers will be announced later.

Continued support for Outlook add-in (Dynamics 365 for Outlook)

In June 2017, Microsoft announced the deprecation of Dynamics 365 for Outlook (also known as the “Outlook add-in”) and the plan to replace it with Dynamics 365 App for Outlook. The deprecation announcement meant that Dynamics 365 for Outlook would continue to be supported until it was removed in Dynamics 365 version 10.0.

Since this announcement, Microsoft has received overwhelming feedback from customers, partners, and the Dynamics community around the need for the Outlook add-in. Additionally there are some feature gaps in Dynamics 365 App for Outlook which prevent it from being a viable replacement for the Outlook add-in. As a result, Microsoft is reversing the deprecation of Dynamics 365 for Outlook.

This announcement means that Microsoft will continue to release Dynamics 365 for Outlook with new versions of Dynamics 365. As a result, customers upgrading to a new version of Dynamics 365 will have the same Outlook integration experience as in previous versions.

For more information, view the announcement on the Dynamics 365 Customer Engagement Team Blog.

Preparing for a new era in privacy regulation

On May 25, 2018, a European privacy law, the General Data Protection Regulation (GDPR), is due to take effect. The GDPR imposes new rules on companies, government agencies, non-profits, and other organizations that offer goods and services to people in the European Union (EU), or that collect and analyze data tied to EU residents. The GDPR applies no matter where you are located. New GDPR white papers are now available that provide details on how Microsoft Dynamics applications can be an important part of the journey toward GDRP compliance. The currently available white papers are for the Customer engagement applications (Dynamics 365 for Sales, Dynamics 365 for Customer Service, Dynamics 365 for Field Service, and Dynamics 365 for Project Service Automation). Go to http://aka.ms/gdprdynamics365 to find the links to the available Dynamics 365 GDPR white papers and check back often to find new GDPR info and updates to existing white papers.

Visit the Microsoft Trust Center to learn more about how Microsoft’s products can help customers comply with the GDPR and to find resources like webinars, videos, white papers, FAQs about the regulation.

Updates & Releases

Updated SDK Tools required for Dynamics 365, version 9.0

As mentioned in a recent Blog and KB article, Dynamics 365 (online) version 9.0 no longer supports TLS 1.0 or 1.1. Customers with older versions of the Dynamics 365 SDK, will need to download the latest versions from NuGet:

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/download-tools-nuget

Older versions of SDK tools such as the Plugin Registration Tool, will not connect successfully to Dynamics 365 (online) version 9.0 organizations. Additional information can be found here on the Microsoft Support site.

Connect Dynamics 365 CRM for Outlook Client 8.x to Dynamics 365 9.x instances

With the release of Dynamics 365 Customer Engagement version 9.0, older versions of TLS (1.0 and 1.1) connections will be blocked and only connections using TLS 1.2 will be supported. For customers connecting a Microsoft Dynamics 365 for Outlook client on version 8.x to a Dynamics 365 9.x instance, an update will be required for the clients.

Please refer to the following articles for details:

Updates coming to Dynamics 365 Customer Engagement connection security

“There is a problem communicating with the Microsoft Dynamics 365 server" error occurs when configuring Microsoft Dynamics 365 for Outlook

Missing App URL Suffix after importing app via a solution

Below is a documented issue a customer experienced shared to the Dynamics CRM in the Field:

Scenario: A customer created an application in Dynamics 365 8.2 and added an App URL Suffix to access the app directly at "https://<crm instance name>.crm.dynamics.com/Apps/<AppName>". Next, the customer wanted to move the app via a solution file to a higher instance (ie: Dev to Test). They created a solution file and added the App and sitemap to the solution. Then they exported the solution and imported into the higher instance.

Result: The application imported successfully. However, the App URL Suffix was blank and greyed out so the customer couldn’t add it back in the App Designer | Properties area.

This is “by-design” as there isn’t currently a way to detect if an App URL Suffix is already in use in the destination instance. When this is cleared, customers can still access their application by going to the My Apps area, but they can’t access it directly via the URL in the source instance.

A suggested resolution for this issue has been submitted to the Dynamics 365 Ideas site: https://ideas.dynamics.com/ideas/dynamics-crm/ID0003757 Customers can vote on this resolution for higher visibility to the product team.

Workaround: The good news is that there is a workaround that exists in both Dynamics 365 8.2 and v9.0 today. Customers can go to the My Apps area (https://<crm instance name>.crm.dynamics.com/Apps) | Locate your App | Select “Manage Roles” | Expand “App URL Suffix”. From there you can enter the desired URL in the destination instance, save and publish. This will allow access directly to the app from the URL again.

Voice of the Customer Service version 9.0.1027.16

Voice of the Customer for Dynamics 365 version 9.0.1027.16 is live on all Geos. This version of Voice of the Customer is compatible with Dynamics 365 version 8.2 and later.

New and updated features include:

· The reliability and experience of survey delete operation are improved. All the dependent entities of a survey are deleted when the survey is deleted.

· Customers can now repair or restore the Voice of the Customer configuration if it is accidentally deleted or misconfigured.

Resolved issues include:

· The tooltip of a question for a few languages (ex. Chinese, Russian, Farsi, Arabic) was not translated properly.

· The field names in survey response mapping and workflows does not match.

· The survey entity interface is not translated properly in French locale.

For more information, see What’s new in Voice of the Customer version 9.0.1027.16.

Microsoft Social Engagement 2018 Update 1.1

Microsoft Social Engagement 2018 Update 1.1 is now available.

New and updated features include:

· Improved accessibility across all interfaces to include keyboard navigation, screen reader support and overall improvements to the user experience.

· Administrators can now remove recipients from alerts that were configured by other users

· Changes for author information from Facebook pages to support updated API

For more information, see What’s new in Microsoft Social Engagement 2018 Update 1.1.

Field Service and Project Service Automation Update 5

The latest update to the Field Service and Project Service Automation solutions for Dynamics 365 version 8.2 is now available. This update includes improvements to quality, performance, and usability, and is based on customer feedback and requests.

Field Service enhancements (7.2.0.43)

Resolved issues include:

· Users with an administrative license type that own records received an error about privileges when upgrading from Dynamics 365 8.1 to 8.2

· Option to disable Address Suggestions doesn’t work

· Unable to create contact, opportunity, lead, account, or case entities in an updated organization

· When editing any field on a product receipt, the user sees the error message: System status can't be changed manually to products received or billed

· Cannot partially receive a purchase order product

Project Service Automation (v1.2.3.16) Enhancements

Resolved issues include:

· Contract line detail updates only display after refreshing the page

· Time entry date is set to the next day after the user saves or refreshes, if the user's timezone zone is far in the future (UTC+13 or UTC+14)

· Expense_Amounts lose decimal precision when the decimal separator is not a period (.)

Universal Resource Scheduling Enhancements

Note: Improvements and bug fixes for Universal Resource Scheduling apply to Field Service and Project Service Automation as well as to other schedulable entities in the Sales or Service applications.

Resolved issues include:

· Lookup selectors render incorrectly on screens with lower resolutions or when browser zooming is enabled

· Can’t create a booking alert if user is under a child business unit

· Can't book a schedulable entity that has no requirement

For more information, review the Release Notes for Field Service and Project Service Automation Update Release 2 post in the Dynamics 365 Team blog.

Dynamics 365 Digital Assistant Experiences

Microsoft is discontinuing the current Cortana integration preview feature that was made available for Dynamics 365. The focus will be on building a new long term intelligent solution experience, which will include Cortana digital assistant integration. The end result will be a robust and scalable digital assistant experience across all the Dynamics 365 offerings, to include natural language integration for customers and partners across multiple channels.

Training Corner

Features list for Dynamics 365 (online)

To review the list of features that are available for Dynamics 365 (online) and to access the complete list of online vs. on-premises features of Dynamics 365, review the following article on the Dynamics 365 Documents site.

Microsoft AppSource for Dynamics 365 (online)

Dynamics 365 online customers have the ability to add tailored solutions to their instances via AppSource. Customers can find top business solutions for their industry created by Microsoft and select partners. Apps include a try before you buy option and trusted Microsoft partners are standing by to assist with implementation.

For information on how it works, take a look at this tour.

Microsoft Dynamics 365 Webinar Series

Join the Microsoft Dynamics team to learn how the Dynamics 365 Customer Engagement solutions can revolutionize your customers’ digital transformation. In this webinar series, attendees will learn how to position Microsoft’s business solutions and differentiate their organization from the competition.

Upcoming Topics

· Understanding Dynamics 365 Add-Ons (Relationship Sales, PowerApps, CDS, etc…)

· Delivering a sizzling demo

· Dynamics Partners’ Resources/Pricing & Licensing

· Enhancing Microsoft Dynamics 365 with Azure + Intelligence (Bots, AI capabilities, etc.)
Leveraging Azure IaaS with Dynamics 365

Register now: https://aka.ms/microsoft-dynamics-365-webinar-series

Plan to attend Showcasing Dynamics 365 Demos

Note: This event requires a login to CustomerSource/PartnerSource

As a follow up to the November 2017 Microsoft Dynamics 365 Sales Blitz, the Showcasing Dynamics 365 Demos will be provided on February 12th at 8am and 8pm PST. We’re excited to share the demo strategy and resources as well as showcase the great innovations in Dynamics 365. Subject matter experts will be on hand to answer questions and on-demand sessions will be made available following the live-streamed event.

The complete agenda will be available soon along with registration information. Follow up with your Microsoft Account Manager for more details.

Featured News

Beginning March 19, 2018, Microsoft will limit the number of API requests made by each user, within an organization in Dynamics 365 (online). This change will affect all versions of Dynamics 365 (online).

Each user will be allowed up to 60,000 API requests within five minutes. This limit will help ensure that users running applications that make extraordinarily large demands on servers will not affect other users.

Some of the typical scenarios where this would happen are:

• A plug-in that is written to pump data in a loop, without a well-defined max termination limit.
• An inefficient client application that queries for status on thousands of records, without any caching or without any interval between successive requests.

For more information and guidance about this limit, please see API Limits.

New Security enhancements have been added to Dynamics 365 (online) version 9.0 to better secure the application. The enhancements are: set session timeout and set inactivity timeout.

User session timeout

By default, Dynamics 365 (online) sets a user session timeout of 24 hours. A user is not required to log in with their credentials for up to 24 hours regardless of whether the user was active or inactive. Administrators can now enforce users to re-authenticate after a pre-determined period by modifying the user session timeout.

Inactivity timeout

By default, Dynamics 365 (online) does not enforce an inactivity session timeout. A user can remain logged in the application until the session timeout expires. System Administrators can modify this behavior.

For more information on how to configure these features in Dynamics 365 (online), view the following article.

NOTE: These security enhancements are also available for:

Microsoft Dynamics CRM 2016 (on-premises, version 8.2)

Microsoft Dynamics CRM 2016 (on-premises, version 8.1)

Microsoft Dynamics CRM 2015 (on-premises)

Details on these versions can be found here.

As announced in September 2017, product support for legacy Adxstudio Portals v7 will end on August 1, 2018. A guide is now available to help customers migrate their portal solutions and configuration data stored in Dynamics 365 organization into the schema and format supported by Portals capabilities for Dynamics 365. The migration guide for customers on Adxstudio version 7.0.0025 and above can be downloaded from here.

Details about Portals capabilities for Dynamics 365 can be found here. For any questions, contact your Microsoft representative, your partner or adxquest@microsoft.com.

Updates & Releases

After upgrading to Dynamics 365 (online), version 9.0, customers will need to upgrade their existing Field Service and Project Service Automation solution to the latest version. To update to the latest solution, visit the Admin Center for Dynamics 365 online, access the solutions page and install the update. For details, refer How to Install, Update a Preferred Solution. Known issues for the application can be found here.

The latest update to the Field Service and Project Service Automation solutions for Dynamics 365 version 8.2 is now available. This update includes improvements to quality, performance, and usability, and is based on customer feedback and requests.

Field Service enhancements (v7.4.0.74)

Resolved issues include:

• Error message received when editing any field on Product Receipt or when changing PO status to Products Received

• End Date on Agreement was incorrectly updated when start date is in DST but end date is not

• “Address Not Found” error when selecting address from suggestion popup

Project Service Automation (v2.4.0.48) Enhancements

Resolved issues include:

• Contract confirmation was not correctly processing unbilled actuals coming from journals

• Estimated cost on project entity page did not include expense estimates

• Resource Requirement created from the Generate Project team with tasks with decimal hours were off-by-one end date

Universal Resource Scheduling Enhancements

Note: Improvements and bug fixes for Universal Resource Scheduling apply to Field Service and Project Service Automation as well as to other schedulable entities in the Sales or Service applications.

Improvements for Universal Resource Scheduling can be viewed at What’s new in Universal Resource Scheduling for Dynamics 365 February 2018 Update.

Resolved issues include:

• Problem when switching between horizontal and vertical hourly schedule boards when a resource name is populated in the schedule board resource search box

• Issue with loading default saved filters on Schedule Board

• In the booking requirements grid, users can now filter to show requirements that do not have a value in the territory field

For more information review the Release Notes for Field Service and Project Service Automation Update Release 4.

The Interactive Service Hub (ISH) was introduced with Microsoft Dynamics CRM Online 2016 Update 1 and Microsoft Dynamics CRM 2016. ISH offered a web-based client to simplify daily tasks for Customer Service Representatives and Managers. It included interactive dashboards, interactive forms, and reference panel control. Though the ISH intuitive interface combined vital information in one place and allowed Customer Service Representatives to prioritize work and be more productive, there were certain limitations in extending it. The new Customer Service Hub (CSH) available in Dynamics 365 (online) version 9.0, offers even greater flexibility and improved controls and extensibility.

New features include:

• An interactive interface that is an App Module featuring a new Custom Control Framework

• Unified Interface that eliminates the prolonged initial metadata download

• Easy to filter forms, dashboards, and other metadata components shown to business users

For more information about the new features and how to upgrade, review this article.

Microsoft Social Engagement 2018 Update 1.2 is now available. With this update, a feedback dialog is included for a sample of users when they sign in. Everyone is encouraged to provide feedback to help shape the service.

Resolved issues include:

• Fixed an issue to enable replies containing special characters on LinkedIn from within Social Engagement.

• Improved the search setup for keyword search rules to explain how to enter keywords, inclusions, and exclusions. Additionally, we list the limitations for keywords, inclusions, and exclusions per search rule.

• Improved the Message Center to explain more clearly that post alerts are sent every few hours, and not immediately after a specific post matches the configured alert.

Visit the Help Center for more information.

Portal capabilities version 8.4.0.275 is now available.

New features include:

• Access to detailed error logs for any issues with the portal

• Administrators are notified about the portal authentication key expiration and can renew it via the Portal Admin Center

• Portal Administrations can configure the General Data Protection Regulations to meet their organization’s needs.

All new features and resolved issues can be viewed here. For a full list of all portal update releases please reference this KB article.

The Unified Service Desk (USD) 3.2.0 release is now available. The latest version of USD has major enhancements on performance diagnostics, faster load times for CRM entity pages and graceful handling and recovery of crashed or unresponsive Internet Processes. For more information review this article on the Microsoft Dynamics CRM Unified Service Desk blog.

Additional News

The Dynamics 365-Data Export Service is an add-on service available on Microsoft AppSource that can be used to replicate Dynamics 365 (online) data to an Azure SQL Database store in a customer-owned Azure subscription. The Data Export Service intelligently synchronizes the entire Dynamics 365 data initially and synchronizes it on a continuous basis as changes occur in the Dynamics 365 (online) system. The supported target destinations are Azure SQL Database and SQL Server on Azure virtual machines. For more information on the Data Export Service and its requirements, review this article on the Microsoft Docs site.

Machine learning implementation strategy for a customer service center

With the digitization of almost all industries on the way, advanced technologies like machine learning are revolutionizing the way of work for most industries today. Many customer service centers are thinking about adopting machine learning for their day to day operations. These techniques will soon be a part of industry standard best practices.

Customer service leads can leverage various machine learning capabilities to meet their Key Performance Indicators (KPIs). Examples include task automation, relevant Knowledge Base article suggestions, similar cases suggestion using text analytics and proactive notifications to engage with customers.

This post describes how traditional call centers can create a strategy for adopting machine learning capabilities.

Microsoft is happy to announce the Dynamics 365 for Marketing is available in public preview for organizations seeking a marketing automation solution to generate more demand and drive more sales.

Microsoft Dynamics 365 for Marketing is designed as the front end of the sales cycle to help companies nurture more sales-ready leads, align sales and marketing and make smarter decisions. Most importantly, Dynamics 365 for Marketing works together with Dynamics 365 for Sales on the same platform which aligns teams with common data, connected processes and Office 365 collaboration tools. For more information and to sign up, view this announcement.

Microsoft is happy to announce the launch of a new Help + support ticketing experience for admins to contact a Microsoft support representative for Dynamics 365 (online). This feature is in preview so customers can get early access and provide feedback.

For more information, review this article on the Dynamics 365 Customer Engagement Team Blog.

Featured News

Microsoft is thrilled to announce the plan to deliver the Microsoft Cloud from our first datacenter locations in Switzerland and the United Arab Emirates and expand the cloud options for customers in Germany. The Microsoft Cloud in France is officially open with the general availability of Microsoft Azure and Microsoft Office 365. Dynamics 365 will follow in early 2019. Over the last three years, Microsoft has more than doubled the number of Azure regions available. As of today, Azure has more regions than any other cloud provider. We’ve announced a goal to be in 50 regions across the globe, including plans for 12 new regions.

Office 365 and Dynamics 365 also continue to expand the data residency options for customers with 17 geographies announced. The two products are the only productivity and business application platforms that can offer in-geo data residency across such a broad set of locations. Each datacenter geography, or geo, delivers a consistent experience, backed by robust policies, controls and systems to help keep data safe and help comply with local and regional regulations. Learn more in this announcement from Corporate Vice President of Microsoft Azure, Jason Zander.

Microsoft Dynamics 365 Government has been granted a FedRAMP High Level Provisional Authority to Operate (P-ATO) by the Joint Authorization Board (JAB) for its Customer Engagement services. This is the highest level of FedRAMP certification available.

FedRAMP provides a standardized methodology for assessing, authorizing, and monitoring cloud services for US Government agencies. Any agency that hosts federal data in the cloud must do so in a FedRAMP authorized cloud service provider (CSP) per the OMB memorandum on Security Authorization of Information Systems in Cloud Computing Environments. There are two ways to authorize a cloud service through FedRAMP: a Joint Authorization Board (JAB) provisional authorization (P-ATO), and through individual Agencies. The JAB consists of the CIOs from the DOD, DHS, and GSA.

The “high” designation allows agencies to use cloud environments for high-impact data. The high security requirements are used to protect some of the government’s most sensitive, unclassified data in cloud computing environments.

For more information, review this blog post.

Microsoft is excited to announce the Spring 2018 release for Dynamics 365 and the Business Application Platform. Customers can expect a wave of innovation across the entire product line with hundreds of new capabilities and features in three core areas: business applications, intelligent capabilities infused throughout, and transformational application platform capabilities. Learn more in this announcement from Corporate Vice President of Microsoft Business Applications Group, James Phillips.

Watch the Business Applications spring launch event on-demand.

The Spring ‘18 release for Dynamics 365 (Update 9.0.2) is for Dynamics 365 online v9.0 and will be applied starting in April 2018. Key things you need to know can be found here.

A few things to note:

• Any new organization created on or after April 2, 2018 will be provisioned on the updated version. Any updates from version 8.x to version 9.0 that are scheduled on or after April 2 will automatically get this update and no change of schedule is needed. For existing orgs running Dynamics 365 (Online) version 9.0.1 or higher, the update will start deploying on April 7 through the normal deployment process.

• The update is primarily focused on performance and reliability improvements, but it also contains some new features. The new features are opt-in and will not change your default experiences. Download the Release Notes for more information on the new features.

Updates & Releases

The March 2018 Service Updates for Dynamics 365 online versions 9.x and 8.x are now available. Click the hyperlinks below for more details.

Service Update 3 (v 9.0.1.0510) resolved issues include:

• Importing a solution fails due to a BulkOperationLog.createdobjectidname.Length exception
• Navigating through form tabs using Dynamics 365 for Mobile causes a blank page to be displayed in some areas
• Knowledge Articles display HTML tags around content, causing the article to not display properly

Service Update 4 (v 9.0.1.0569) resolved issues include:

• Opportunity Actual Close Date (actualclosedate) is incorrect after closing An Opportunity.
• Unable to revise a Quote if the record is owned by a team
• An Editable Grid appears blank when editing an in-line filtered view
• A Form does not load if the form configured custom control was created in version 8.0, or 8.1, and then updated to version 9.0

Service Update 5 (v 9.0.1.0621) resolved issues include:

• An Unsupported Type Conversion exception occurs when qualifying Lead records
• Delete button doesn't render properly in sub-grids
• Summary tabs on forms do not render expansion and collapsing properly
• Adding a Marketing List to a Campaign Activity that is owned by a Team results in an exception

Service Update 5 (v 8.2.2.1161) resolved issues include:

• An Unexpected Error occurs when using the SharePoint integration on Account entity records with names longer than 200 characters
• An Invalid Parameter exception occurs when linking an Article to a Case record
• Custom icons do not display properly on sub-grids
• A change to a different Business Process Flow stage does not trigger Business Rules in the mobile client

Service Update 6 (v 8.2.2.1259) resolved issues include:

• A Query Build exception occurs when accessing attachments on Appointments
• The incorrect date and timestamp displays on OneNote pages opened via Dynamics
• Date and Time rollup fields cannot be recalculated until the record is refreshed
• Hyperlinks inside iframes are not able to be opened under certain conditions

Service Update 16 (v 8.1.1.1657) resolved issues:

• Settings options are unavailable in the mobile client under certain conditions
• The back button is not visible when searching for records on the Case entity in certain circumstances
• An Unexpected Error occurs when configuring Dynamics for Tablets
• Users are unable to change filter in the Option Set column for Editable Grids

Service Update 17 (v 8.1.1.1707) resolved issues include:

• Workflow messages do not display properly when using the mobile client
• An Unexpected Error occurs when opening or creating Application records in certain circumstances
• Hyperlinks in iFrames are not able to be opened under certain conditions

Service Update 18 (v 8.1.1.1758) resolved issues:

• Changes to increase performance on specific SQL queries
• An Access Denied error occurs when reparenting Account and Contact records under certain conditions

The Dynamics 365 App for Outlook version 9.0 is generally available to all customer organizations on Dynamics 365 (online) version 9.0. Some of the new features in the App for Outlook include:

• View tracked email or appointments in the App
• Quick Create function to create new records without leaving Outlook
• Pin and dock the App in Outlook desktop
• Search in Dynamics 365

For more information on best practices for migrating from Dynamics 365 for Outlook (Outlook Client) to Dynamics 365 App for Outlook and additional links to comparisons and user guides, review this blog post.

Microsoft Social Engagement 2018 Update 1.3 is now available.

New and updated features:

• The author tags filter now lets you exclude specific author tags from your data set.
• Twitter extended its support for longer messages in November. For most languages, the same limits were in place. This update adds support for Korean, Thai, and Simplified Chinese language.
• Social Engagement now supports retroactive deletion of posts that were acquired and deleted on the source afterwards. Posts from Twitter, Tumblr, and WordPress are now removed from Social Engagement when the author removes them from the source.

Visit Social Engagement Help & Training for more information.

Portal capabilities version 8.4.0.277 for Microsoft Dynamics 365 is now available. This release includes an updated portal host only. The portal host will be automatically updated by Microsoft.

This update resolves the issue with the login not working for users who were using a local login and had the Authentication/Registration/LocalLoginByEmail site setting set to true.

The following features are being deprecated from portal capabilities for Dynamics 365:

Web Page Tracking

Web Page Tracking logs a record when a user views a web page in a web browser. The date/time and user's IP Address are logged along with the identity of the user viewing the page. If the user is authenticated, the log is associated with the contact record related to the user, otherwise the anonymous identity is recorded. This functionality has a negative performance impact on portals.

Recommendation: Customers should use analytics technology like Azure Application Insights to capture this information.

Web File Tracking

Web File Tracking logs a record when a user downloads a web file in a web browser. The date/time and user's IP Address are logged along with the identity of the user downloading the file. If the user is authenticated, the log is associated with the contact record related to the user, otherwise the anonymous identity is recorded.

Recommendation: Customers should use analytics technology like Azure Application Insights to capture this information.

Authentication/LoginTrackingEnabled site setting

Enables or disables tracking the user's last sign-in. When set to true, the date and time are displayed in the Last Successful Sign-in field on the contact record. By default, this is set to false.

Recommendation: Customers should use analytics technology like Azure Application Insights to capture this information.

Portals solution versus 8.1.x.x

Solution version deprecation means that Microsoft will not be testing backward compatibility of these solutions with the latest version of portals code in future.

Recommendation: It is recommended to upgrade your 8.1.x.x solution to the latest version.

For more information on the deprecated features of Dynamics 365 portals, see this blog post.

Additional News

The following settings can help improve Microsoft Dynamics 365 application performance and should be configured on the SQL Server 2016 instance where the Microsoft Dynamics 365 organization databases are serviced:

• Install the SQL Server 2016 Cumulative Update 2 (CU2)
  Server & Tools Blog: Cumulative Update #2 for SQL Server 2016 RTM
• Configure the SQL Server instance where the Microsoft Dynamics 365 organization database is maintained with Trace Flag 1224. This setting disables lock escalation based on the number of locks and helps reduce CPU usage on SQL Server 2016. To determine the existing trace flag 1224 setting run the following T-SQL statement. A return value of 0 for status in the output indicates trace flag 1224 is not enabled:

DBCC TRACESTATUS (1224)

To set trace flag 1224 as a startup option, add the SQL Server database engine startup option -T1224. For more information: Database Engine Service Startup Options.

• Configure Microsoft Dynamics 365 organization databases to use compatibility level 110, which is the compatibility level for SQL Server 2012. For more information: View or Change the Compatibility Level of a Database.
• Configure the Microsoft Dynamics 365 organization database to use indirect checkpoints and a target recovery time of 60 seconds. By default, new databases created with SQL Server 2016 use indirect checkpoints and have a default target recover time of 60 seconds. For more information: Change the Target Recovery Time of a Database (SQL Server)

To determine the existing target recovery time, run the following T-SQL statement, where <dbname> is the name of the organization database. A return value of 0 indicates a target recover time has not been set:

SELECT target_recovery_time_in_seconds FROM sys.databases WHERE name = ‘<dbname>’

To set the target recover time of a database to 60 seconds, run the following T-SQL statement:

ALTER DATABASE <dbname> SET TARGET_RECOVERY_TIME = 60 seconds

With the introduction of Common Data Services for Apps, which leverages the same platform as Dynamics 365 for Customer engagement, PowerApp users are able to create Common Data Service instances that can be controlled and managed by the Tenant or Dynamics 365 Administrator. Customers with multiple environments and instances now have the ability to filter the instance list to Production, Sandbox, Trial or other instance types. For more information, review this blog post.

When managing a self-service knowledge base in Dynamics 365, understanding how customers and employees are searching for and consuming self-service knowledge is an important part of ensuring your content remains relevant and useful for end users.

Dynamics 365 includes a number of in-built capabilities to help analyze the usage of the knowledge base, including:

• Tracking of article views by source
• Tracking of article ratings and feedback
• Tracking of case deflections from knowledge
• Tracking of articles associated with, or used in resolving cases

In some instances, you may wish to extend beyond the built in capabilities, to understand usage patterns to a greater depth: what your users are searching for, which searches are not returning any results, and how users are navigating through your Dynamics portal, for example. These metrics can be captured using Azure Application Insights and Power BI.

Take a look at this blog post for more details.

The Product Group released a migration guide to move from Adxstudio v7 Portals to Portal Capabilities for Dynamics 365. Customers also have the option to do an in-place upgrade from ADX 7.x to Dynamics Portals 8.x. The guide goes into great detail on several migration options including reimplementation both self-hosted or Microsoft hosted as well as an in-place upgrade both self-hosted or Microsoft hosted. There are a few things to consider as part of the in-place upgrade such as clean up prior to the upgrade, determining installation order, finding dependencies and CSS class differences.

Review this blog post for more information on these considerations.

The new business model: Relationship Selling

Relationship sales isn’t just for selling—How marketing can make an impact

Announcing Microsoft Dynamics 365 Business Central: greater impact with an end-to-end view

Training Corner

The Microsoft Docs site is the home for technical documentation, code examples, quick start guides and tutorials for developers and IT professionals. To learn more about the Dynamics 365 Customer Engagement features, applications, solutions and related services, visit the doc’s site here.

Dynamics 365 Portals 101 – Features, Use Cases and Best Practice

If you’re interested in using Dynamics 365 Portals, but don’t know where to start, take a look at this video that reviews the out-of-the-box features and use case scenarios for various portal templates. See capabilities of styling, configuring and customizing Portals via a demo and pick up a few tips, tricks, and best practices along the way to make your Portal projects a success.

Help us improve Microsoft Dynamics 365 and its family of products and solutions by discussing ideas, providing suggestions, and giving feedback. Use the forums listed on the Ideas page to share your thoughts. Search through the existing ideas, before suggesting a new one, and you can vote on them to help increase visibility.

Featured News

At Microsoft, we are helping our customers think about their business processes in new ways, so they can effectively engage with their customers, empower employees to be more productive, optimize their operations and digitally transform. Finished business applications are the fastest path to business transformation, but every business has its unique processes that requires them to customize or adapt their business applications. In cases where there isn’t an app for a specific process, through the power of the Business Applications Platform, with PowerApps and Power BI, customers can create custom apps.

To learn more about the Business Applications Platform, join us at Microsoft Build in Seattle, Washington, May 7th – 9th or join virtually at Microsoft Build Live.

Microsoft is excited to announce that registration for the Microsoft Business Applications Summit is now open. The Microsoft Business Applications Summit takes place in Seattle, Washington, July 22nd – 24th and is the merging of the Data Insights Summit, Convergence, and Dynamics 365 Technical Conference. This summit is designed for a broad audience including power users, solution architects, analysts, and experts to explore how Microsoft’s Business Applications can help organizations connect people, products and ideas to deliver exceptional customer experiences, optimize operations and empower employees.

With the release of Dynamics 365 (online), version 9.0, we've introduced a new user experience - Unified Interface, the new metadata driven client interface that is designed to provide a consistent experience across devices and forms. It provides users a consistent, accessible, uniform user interface, and follows responsive design principles for optimal viewing on any screen size or device.

The new Unified Interface brings all the rich experiences to any client you are using, whether in a browser, tablet or phone. Examples include:

• Interactive dashboards are available across all devices
• Reference Panel is now available to be used with all entities supported in Unified Interface
• All experiences on Unified Interface have accessibility improvements

For more information on the enhanced user experience, review this blog post and About Unified Interface.

Updates & Releases

April 2018 Service Updates for Dynamics 365 online versions 9.x and 8.x are now available. Click the hyperlinks below for more details.

Service Update 6 for Microsoft Dynamics 365 9.0.1

Resolved issues include:

• An error message occurs when converting an Email to an Opportunity when using the Dynamics 365 App for Outlook
• Users are unable to track two appointments which are scheduled for the same time
• Users are unable to select an option after clicking the ellipsis (…) in the ribbon under certain conditions
• A calculated field on a Business Process Flow becomes editable after saving when it is expected to remain read-only

Service Update 7 for Microsoft Dynamics 365 8.2.2

Resolved issues include:

• "An error occurred when CRM tried to generate the Excel file. If this problem persists, contact your system administrator." when exporting to Excel from an associated view
• When using Legacy Form Rendering, you are redirected to a new appointment form when clicking “Save and close”
• Email signature is not automatically added when you reply all to an email message

• Text pasted into an email message is pasted at the end of the email body instead of the location of the cursor

New portal capabilities for Microsoft Dynamics 365 version 8.4.1 are now available.

New and updated features include:

• Attachment content of knowledge articles and web files are now searchable
• The out-of-the-box portals (Community portal, Partner portal, Customer portal, Employee self-service portal) are now accessible

The following issues were resolved:

• Portal users were not able to upload attachments larger than 110 KB on forums.
• When customers sign up for a Dynamics 365 Marketing trial and run through the Marketing First Run Experience, the Portal is shown as "Configured" but is not accessible
• Some charts don't show the same ordering which has been setup in the chart configuration.

For more information, review What’s new in portal capabilities for Microsoft Dynamics 365 version 8.4.1 and Portal Capabilities for Microsoft Dynamics 365 Version 8.4.1.82 Release.

The latest update to the Field Service and Project Service Automation solutions for Dynamics 365 version 9.0 is now available. This update includes improvements to quality, performance, and usability, and is based on customer feedback and requests.

Field Service enhancements (v7.4.1.31)

Improvements include:

• General Data Protection Regulation compliance
• Added new validation string for validateSystemStatus in PurchaseOrder.Library.js
• Performance improvement on create, update of account record

The following issues were resolved:

• [Field Service solution] Woodford Solution and Woodford Project template links are not opening in the right location
• Form id added in SalesDocumentCustomFormIds.js should NOT be case-sensitive
• SalesDocumentFormLoader.Library.js Error on new custom Sales forms.

Project Service Automation (v2.4.1.46) Enhancements

Improvements include:

• General Data Protection Regulation compliance

Resolved issues include:

• Drag and drop requirement onto schedule board and create bookings not update assignment
• Proposal Schedule Board shows nothing when switching to hourly view
• Assigning work on non-working day in MS Project due to calendar differences throws argument not valid exception

Universal Resource Scheduling Enhancements

Note: Improvements and bug fixes for Universal Resource Scheduling apply to Field Service and Project Service Automation as well as to other schedulable entities in the Sales or Service applications.

Improvements include:

• Book based on estimated time of arrival
• Change booking statuses from multiday schedule boards
• Display day of the week on hourly vertical schedule board

Resolved issues include:

• Plugin that updates the fulfilled, proposed, and remaining duration fields on Resource Requirements are only executed when relevant fields change.
• Proposed Bookings appear on multiday schedule boards even if the only bookings a resource has are "proposed".
• Error and warning messages now clear when switching between different Schedule Board views.

For more information review Release Notes for Field Service and Project Service Automation Update Release 5 and What’s new in Universal Resource Scheduling for Dynamics 365 April 2018 Update.

The latest update to the Field Service and Project Service Automation solutions for Dynamics 365 version 8.2.x is now available. This update includes improvements to quality, performance, and usability, and is based on customer feedback and requests.

Field Service enhancements (v6.2.4.6)

Improvements include:

• General Data Protection Regulation compliance

Project Service Automation (v1.2.4.6) Enhancements

Improvements include:

• General Data Protection Regulation compliance

The following issues were resolved:

• Unable to assign the Account record from account information form of Account entity
• Project Estimates do not display information of categories for line tasks
• Booking plugin cause performance downgrade when create project team member in PSA

Universal Resource Scheduling Enhancements

Note: Improvements and bug fixes for Universal Resource Scheduling apply to Field Service and Project Service Automation as well as to other schedulable entities in the Sales or Service applications.

Improvements include:

• Insert day of week next to date on hourly board

The following issues were resolved:

• Corrupted Calendar Rules from Setting Calendar
• Using schedule assistant/find availability to create booking not populate lat/long info from resource requirement

For more information review Release Notes for Field Service and Project Service Automation Update Release 6 on Dynamics 365 version 8.2.

The Dynamics 365 Resource Scheduling Optimization v2.5 release is now available.

New and updated features include:

• Extensible optimization scope to leverage Dynamics 365 entity views and provide an easy and flexible way to define what to be optimized (resource requirements, resources and existing resource bookings).
• New and modern UI with an intuitive user experience
• Simplified deployment process

For more information review What’s New for Dynamics 365 Resource Scheduling Optimization v2.5 Release.

Unified Service Desk 3.3.0

The Unified Service Desk 3.3.0 release is now available.

New and updated features include:

• General Data Protection Regulation compliant
• A new user experience for Dynamics 365 (online) version 9.0 with responsive web design principles to provide an optimal viewing and interaction experience for any screen size, device, or orientation
• The best practice analyzer (BPA) developer tool has been added to help identify deployment and configuration issues
• The Unified Service Desk Improvement Program is enabled by default for the online deployments

For more information, review this post on the Microsoft Dynamics CRM Unified Service Desk blog.

The Voice of the Customer version 9.0.1113.10 release is now available. This version is compatible with Dynamics 365 version 8.2 and later.

New and updated features include:

• Design interactive surveys by personalizing a question based on the answer of a previous question using an answer tag.
• Validate the status of your Voice of the Customer solution and surveys to ensure they are working properly.
• Send multiple surveys using a single email.
• Implement General Data Protection Regulation in Voice of the Customer

Resolved issues include:

• Footer URLs are opened in the same tab as survey.
• Unable to enter negative value as the answer to the numerical response question.
• All answer options of a mandatory question are highlighted if an option is not selected by the respondent.

For more information review What’s new in Voice of the Customer version 9.0.1113.10 o the Dynamics 365 Customer Engagement Team Blog.

Microsoft Social Engagement 2018 Update 1.4 is now available.

New and updated features include:

• Refreshed visuals for Social Insights in Dynamics 365 Customer Engagement
• The post list in Social Engagement now shows on which Facebook page each post and comment was posted.
• Due to changes on the Instagram API, there is a downgrade on data acquisition for Instagram with existing search rules no longer returning results. The keyword search rules continue to work as expected.

For more information, review this post on the Dynamics 365 Customer Engagement Team blog.

Blog Posts of Interest

Microsoft Business Applications at Build
Building a servitization mindset to transform your field service organization
A day in the life: The AI enabled field service organization
Moving businesses forward with Microsoft Business Applications in Australia

Training Corner

Microsoft Dynamics 365 Webinars

How intelligence from Dynamics 365 can improve your decision making process
Register here to learn how to seamlessly integrate sales, distribution, and service with Dynamics 365 to streamline business processes, improve customer interactions, and enable growth. This webinar covers how to:

• Create offers and manage sales planning anywhere you are, on any device.
• Manage your fulfillment and customer service processes through Dynamics 365 integration with Excel, Outlook, LinkedIn and many other apps.

Differentiate your brand through better customer service
Register here to learn how customer centricity, empowered employees, artificial Intelligence (AI), and data-driven decisions can transform static interactions into end-to-end engagements that foster long term customer relationships and enhance the customer service experience. This webinar covers:

• How to create high-value interactions by putting the customer in the driver's seat
• The power of data to create better experiences
• Engagement as an outcome

Supporting GDPR Data Subject Rights Requests with Dynamics 365
Register here to learn how Dynamics 365 can help your organization provide Data Subject Rights (DSR) requests to comply with the new General Data Protection Regulation (GDPR) in the European Union, regardless of whether your organization is running in the Microsoft Cloud or your own data center.

Experience Microsoft Dynamics 365

Check out the new Dynamics 365 Experience site for the resources you need to connect to the Microsoft Team, the Dynamics 365 Community, review the latest product offerings and suggest ways to improve the application.

Featured News

Microsoft Dynamics 365 and GDPR

The General Data Protection Regulation, or GDPR, is fundamentally about protecting and enabling the privacy rights of individuals Learn more about GDPR and Microsoft's commitment to security at the Microsoft Trust Center.

The Dynamics 365 team is committed to helping our customers meet their GDPR requirements. In the Microsoft Documents site, you will find information and a number of resources to help you understand how Dynamics supports GDPR and tools for our customers to define and support their GDPR obligations.

Visit the site to access the following types of information:

• White papers
• Data Subject Requests
• Compliance Manager
• Webcasts
• Blogs
• eBooks

Read more about Microsoft’s commitment to GDPR, privacy and putting customers in control of their own data in this post.

Updating Dynamics 365 v8.1 organizations to the latest version

Microsoft delivers new features and improvements to Dynamics 365 (online) through service updates that are periodically delivered to customers. To ensure our customers always get the best possible value, we recommend you update to the latest major version when it becomes available.

Our update policy defines how customers move from one version to the next. We realize that in certain circumstances, some customers are unable to update their solutions with the frequency of Microsoft’s updates, so customers have the ability to provide consent prior to updating their organization. Customers have the choice to take the two updates as they become available or take only one update per year. If a customer chooses to take only one update per year, this update becomes mandatory and the customer will be required to take the update during the available dates for that release.

In keeping with this policy, all organizations running version 8.1 (two versions behind the current version) will be upgraded to Dynamics 365 (online), version 9.0.2. The automatic update will take place during your normal maintenance window.

For more details about the upgrade and to view the frequently asked questions, review this post on the Dynamics 365 Customer Engagement Team Blog.

Introducing Outlook category-based tracking in server-side synchronization

At the beginning of the year, Microsoft set out to bridge the gap between Dynamics 365 App for Outlook, the future of Dynamics 365 and Outlook integration, and the legacy Outlook add-in, Dynamics 365 for Outlook. We are excited to announce the latest improvements to server-side synchronization and Dynamics 365 App for Outlook as a step in that direction.

With the latest release of Dynamics 365 (online) version 8.2, customers now have the capability to track emails, appointments, and tasks in Outlook with a special “Tracked to Dynamics 365” Outlook category enabled through server-side synchronization. Assigning this category to an email, appointment, or task in Outlook will track the item to Dynamics 365. Similarly, removing the category from a tracked email, appointment, or task will untrack it in Dynamics 365.

Category-based tracking via server-side synchronization is an opt-in experience. This is currently available on Dynamics 365 (online) version 8.2, with support for version 9.0 soon to follow. For more information on how it works, see this post.

Updates & Releases

Spring 2018 update for EasyRepro

Several key enhancements and updates to EasyRepro for Dynamics 365 and Model-Driven standalone apps from PowerApps.com are now available. This release includes capabilities to get developers up and running quickly with more pre-defined tests, support for the Unified Interface and updates to support the Chrome Browser.

Support for Unified Interface

The additional libraries will help developers author and run tests using EasyRepro supporting Dynamics 365 versions 9.0.2 and above.

Sample Tests

Over 100 standard tests for the Web Client and over 50 tests for the Unified Interface (UCI) have been added to the download. The sample test bank covers create, retrieve, update, and delete scenarios for multiple entities including contacts, opportunities, accounts, leads, and cases.

Additional Client Telemetry

Additional client telemetry is included via the Window.Performance browser interface. The Window.Performance interface provides access to navigation and resource timing performance and related information for the current test you are running.

Browser Support

The API libraries have been updated to support the latest Chrome Browser (up to 67)

For more information, see the Spring 2018 update for EasyRepro blog post.

Service Update 8 for Microsoft Dynamics 365 8.2.2 (online)

Service Update 8 for Microsoft Dynamics 365 8.2.2 (online) is now available.

Resolved issues include:

• Recurring Appointment occurrence is not updated correctly when synchronizing with Dynamics 365 for Outlook
• A user should able to Untrack an auto tracked email before email tagger processes the item
• Duplicate Detection triggers when SuppressDuplicateDetection parameter is set to true
• Views saved with Custom Filters do not respond to changes in filter criteria
• Generic SQL Error occurs while trying to perform an Offline Sync with the Dynamics 365 for Outlook
• Unable to filter Orders by Currency
• Associated View icon for Leads does not appear on an Account

For more information, review this post on the Microsoft Support site.

Field Service and Project Service Automation Update Release 7

The latest update to the Field Service and Project Service Automation solutions for Dynamics 365 version 9.0.x is now available. To update to this release, visit the Admin Center for Dynamics 365 online, solutions page to install the update. For details, refer How to Install, Update a Preferred Solution. This update includes improvements to quality, performance, and usability based on customer feedback and requests.

Field Service enhancements (v7.5.0.60)

Resolved issues include:

• Fixed: Opportunity and Quote are being set even before loading of EntityDictionary
• Fixed: Read Privilege on msdyn_schedulingparameter must be checked before reading it in clientside code on account and contact forms
• Fixed: Field Service / Business Process error when cancelling RMA

Project Service Automation (v2.4.3.11) Enhancements

Resolved issues include:

• Fixed: Project closure fails because it assumes all booking details have header
• Fixed: Negative expense actuals are not being considered in the project tracking fields
• Fixed: Booking generic resource from the Schedule Board Hourly view deletes the assignments on the WBS

For more information review this blog post.

Universal Resource Scheduling Enhancements

Note: Improvements and bug fixes for Universal Resource Scheduling apply to Field Service and Project Service Automation as well as to other schedulable entities in the Sales or Service applications.

New features include:

• Option to select a specific status, including “proposed” statuses, when booking from the hourly board
• A clock is displayed when hovering over a recommended slot to help with precision scheduling

Improvements include:

• Multiday Schedule Assistant Enhancements for Proposed Bookings

• General User Experience Enhancements for Schedule Board
• Performance Improvement: Improvements to performance when generating requirement detail records in bulk

Resolved issues include:

• Fixed: Issues with leveraging Multi Select Option Set fields with Extensibility.
• Fixed: Issues selecting resource name on the resource card to open resource record.
• Fixed: Schedule Board properly prevents users from booking generic resources.

For more information and to see before and after screen shots of the changes, review What’s new in Universal Resource Scheduling for Dynamics 365 May 2018 Update in the Dynamics 365 Customer Engagement Team Blog.

Dynamics 365 Resource Scheduling Optimization v2.6

The Resource Scheduling Optimization Update 2.6 is now available.

New and updated features include:

• General Data Protection Regulation (GDPR) - Investments address the European privacy law’s requirements. For more information on GDPR, visit the Microsoft Trust Center
• Accessibility enhancements - Visit the Trust Center to learn more about Microsoft’s industry-leading accessibility standards.
• Enforce skill level - Resource requirements can include not only a skill, but also the level (or rating) of the skill required to do the work. By considering the skill (or resource characteristic) rating level required, the solution is able to find resources that better match required skills and proficiency.

For more information on additional new features and capabilities introduced in this release, review What’s New for Dynamics 365 Resource Scheduling Optimization v2.6 Release.

Voice of the Customer version 9.0.1162

The Voice of the Customer app provides a new experience in survey and theme designing. The new survey designer provides a simple and intuitive experience to add, remove, and modify survey pages, sections, questions, and answers.

Click here to access the Voice of the Customer official documentation.

Resolved issues include:

• The survey minimum and maximum values revert to their default values on saving the question.
• Invitation Link Text field gives HTML Validation Error when you provide input like <<<Hello>>>.
• Multiple survey responses are created when you open a survey link in different tabs or browsers and submit.

For more information review What’s new in Voice of the Customer version 9.0.1162 in the Dynamics 365 Customer Engagement Team Blog.

Microsoft Social Engagement 2018 Update 1.5

Microsoft Social Engagement 2018 Update 1.5 is now available.

New and updated features include:

Social Engagement now shows attached images and videos in private messages on Facebook and direct messages on Twitter directly in the post list.

Resolved issues include:

• Fixed an issue to ensure that private messages in any language are acquired by Social Engagement.
• Fixed an issue where private messages in Indonesian language were discarded due to wrong language mapping.
• Fixed an issue where the ‘Link to Dynamics 365’ filter didn’t have a tooltip, making it impossible in some languages to understand if a post from Social Engagement is or isn’t linked to Dynamics 365.
• Fixed an issue that prevented adding multiple Facebook pages as social profiles.

For more information, visit Social Engagement Help & Training.

Additional News

Dev Chat for Azure, Office 365 and Dynamics 365

Customers can get the technical tips they need for Office 365, Azure and Dynamics 365 (Sales and Customer Service) via Dev Chat. From architecture and design to deployment, implementation and migration, customers can chat with a Microsoft support engineer for development tips to quickly resolve programming questions regarding the capability and services of Office 365, Azure and Dynamics 365 (available in English and Mandarin only).

Whether you are new to application development, new to the cloud or looking to amplify your app development journey, the Dev Chat experience will help you integrate Microsoft services into your unique solutions.

And now, Dev Chat has been expanded to include Dynamics 365 scenarios:

• Sales and Customer Service in Dynamics 365
• Customization
• Development assistance, for example, develop with SDK or API, manage customer data, extend existing features, authentication

General topics include:

• Getting started questions
• Setup for development (service configuration and deployment)
• Get up and running with your solution
• Architecture and design consult on solutions
• Migration from on-premises service

For more information, review this post on the Microsoft Partner Network Journey Blog.

NOTE: This service is available to Microsoft Azure, Office 365 and Dynamics 365 application developers within the Microsoft Partner Network (Network, Action Pack, Silver and Gold) at no cost. Not part of the Microsoft Partner Network? Join today.

Training Corner

Microsoft Business Applications Summit

Join us for the first-ever Microsoft Business Applications Summit, coming to Seattle, July 22–24. This all-new conference merges the best of the Microsoft Data Insights Summit, Convergence, and the Dynamics 365 Technical Conference – including deep-dives into connecting data, analytics, and guidance to achieve greater outcomes.

What’s in it for you?
This is an opportunity to access all things Dynamics 365, Power BI, Excel, PowerApps, and Microsoft Flow under one roof. Meet the engineers behind your favorite tools, hang out with like-minded explorers, and get hands-on with immersive breakout sessions and workshops.

For more information and to register, please visit the event website.

Microsoft Ignite

Join us in Orlando, September 24-28 for Microsoft Ignite. This conference offers attendees a chance to learn the latest insights and gain new skills from technology leaders and practitioners shaping the future of cloud, data, business intelligence, teamwork and productivity. From demos to keynotes, learn about new tech in a way that speaks to you. Plus, get exclusive access to the latest updates and developments across Microsoft’s products and solutions. This year’s keynote speaker is Microsoft’s very own Chief Executive Officer, Satya Nadella.

Registration is now open. You can view on demand videos and slide decks for Dynamics 365 from past Ignite conferences here.

Microsoft Events

Stay in the know on the latest Dynamics 365 events and training offerings, by viewing the Microsoft Events page. Using the filtering criteria on the left, search for In Person, Online and On Demand content for Dynamics 365.

Some upcoming events for June and July include:

• What's New & Highlights from Business Applications: a webcast series that covers information about new releases for Dynamics 365, Microsoft Flow, PowerApps and the Microsoft Common Data Service
• Microsoft Dynamics GDP: an online session where Technical Consultants demo the security of data processing in Dynamics 365 as stipulated by GDPR
• Technical Deep Dive on Dynamics 365 Field Service

NOTE: Some of the online training is tailored for Microsoft Partners however, non-members can join via a guest registration.

Customer Evidence

Interested in learning how other customers are implementing Microsoft Dynamics 365? Check out some of their stories in the Customer Evidence page and learn how Dynamics 365 customers are taking the lead in digital transformation.

Experience Microsoft Dynamics 365

Check out the new Dynamics 365 Experience site for the resources you need to connect to the Microsoft Team, the Dynamics 365 Community, review the latest product offerings and suggest ways to improve the application.

Featured News

Dynamics 365 Versions

As updates are deployed to the Dynamics 365 service, there are two separate versions that are tracked:

App Version: Application version represents the binary version that is deployed to the Dynamics 365 servers. These updates contain product improvements and bug fixes that are delivered through application code changes.

DB Version: Database version represents the version of the organization’s database. These updates contain customization changes to support new features, product enhancements, and bug fixes.

There are two primary scenarios where the App Version and DB Version will not match.

App-only Update: As Microsoft continues to increase the frequency of updates to Dynamics 365, it is common for a release to only include application updates with no database updates required. In such a scenario, the App Version will be incremented, but the DB Version will remain the same. On a subsequent release that involves both application and database changes, the versions will once again align.

Update Sequence: During the update sequence, application servers are updated first, followed by the update of the organizations themselves. Multiple organizations are batched together and updated concurrently to speed up the overall release. Depending on when an organization is picked up for processing, the versions may not match during this window of time.

What should customers do when the versions do not match?

As described in the scenarios above, it's entirely normal for the App Version and DB Version to occasionally differ. The application is built specifically to support compatibility with previous database releases, so mismatched versions are generally not a cause for concern.

Dynamics 365 Customer Engagement Readme/Known Issues

Review the Dynamics 365 Customer Engagement Readme/Known Issues for important information on services and applications availability, security requirements, known issues and possible workarounds.

Updates & Releases

New Application Feature: Activity Logging

Protecting data, preserving privacy, and complying with regulations such as the General Data Protection Regulation are some of the highest priorities for a business. It is critical that organizations audit the entirety of data processing actions taking place to be able to analyze for possible security breaches. The Activity Logging feature in Dynamics 365 provides this capability for the use of Office and Dynamics 365.

How does this differ from past audit logging?

Audit logging covers enabling and viewing logging for specific entities and attributes. What is logged is largely based on the context of the activity. Open a record and activities such as who created the record, what values were entered and changed, who updated it, etc.…are logged for that particular record.

Activity Logging has two significant differences with prior Microsoft Dynamics 365 auditing:

• Administrators can log user and admin activities across Office and Dynamics 365 apps.
• Auditing occurs at the SDK layer of Dynamics 365 which means much more data is logged than just activities.

For more information on this feature and how to set it up, review Enable and use Activity Logging.

Portals Capabilities Release 9.0.6.7

Portal capabilities version 9.0.6.7 for Microsoft Dynamics 365 is now globally available for all customers.

This release includes Portal host version 9.0.6.7 and Solution Version 9.0.6.1 (for Dynamics 365 org version 9.x) and 8.4.6.2 (for Dynamics org versions greater than or equal to 8.1).

New solution packages will be available after portal host upgrades have been completed globally. The portal host will automatically be updated by Microsoft, but action must be taken by your organization to upgrade the solution packages. Until the solution packages are updated, some enhancements will not be available to portal administrators and/or users. For instructions on how to upgrade the portal solution packages, please refer to this Knowledge Base (KB) article.

New Features:

Dynamics 365 Portals app: The Dynamics 365 Portals app provides a new experience to configure and manage the online platform to communicate and collaborate with customers.

Reset a portal: Customers can now reset a portal if they plan to move to another geolocation or to another tenant, and don't want to use the portal anymore. For more information see Reset a portal

Change the base URL of a portal: Customers can now change the base URL of a portal after it is provisioned. For more information see Change the base URL of a portal.

Resolved issues include:

• Fixed: Global Search was ignoring special characters like double quotes(") or ampersand(&) when Facets were enabled in the Portal.
• Fixed: Entity list action buttons were getting rendered in the opposite direction.
• Fixed: Create related record action didn't work when invoked through Entity list and only worked within entity forms.
• Fixed: Not all records were shown in Dynamic Lookup set filter when the selection mode was checkbox or radio button.

For more information, review this KB article.

Universal Resource Scheduling Updates

Requirement Calendar

Schedule anything in Dynamics 365 using Universal Resource Scheduling (URS). Customers can enable scheduling for any entity including custom entities. For example, customers can enable scheduling for the opportunity form and schedule marketing visits for the opportunities. This same functionality is available for the case form and scheduling time to work on cases.

URS also includes a requirement calendar to create requirement details. When creating a resource requirement, each requirement record is associated with a calendar. On the requirement form, there is a “modify calendar” option on the ribbon bar, which allows customers to modify the calendar for the requirement.

For more information how to use this feature, review this post on the Dynamics 365 Customer Engagement Team blog.

Extensibility Documentation

Detailed documentation for URS scheduling extensibility is now available. For more information and additional resources such as sample walkthroughs and an overview video, review this post.

Field Service and Project Service Automation Update Release

The latest update to the Field Service and Project Service Automation solutions for Dynamics 365 is now available. This release includes improvements to quality, performance, and usability, based on customer feedback and requests.

Field Service enhancements (v7.5.1.37)

Resolved issue:

• Fixed: Cannot add new line for revised service quote

Project Service Automation (v2.4.4.30) Enhancements

Resolved issues include:

• Fixed: Unable to add any lines to the project contract if the contract has 2 lines for same project.
• Fixed: After clicking update prices, the actual cost/sales of tasks become 0
• Fixed: Resource Requirement is not taking project work template into consideration while creating generic resources
• Fixed: Time entries refresh issue on importing bookings

Universal Resource Scheduling Enhancements

Note: Improvements and bug fixes for Universal Resource Scheduling apply to Field Service and Project Service Automation as well as to other schedulable entities in the Sales or Service applications.

Improvements include:

• Display completely unavailable resources with Schedule Assistant
• Search icon added to resource search bar on Schedule Board
• Selecting resource in hourly Schedule Assistant loads booking panel

Resolved issues include:

• Fixed: Changing settings on Schedule Board vertical view removed demand panel when in Schedule Assistant.
• Fixed: Users can no longer create rating values outside specified range on rating model.
• Fixed: Issue booking work order service tasks if the entity was enabled for scheduling.

For more details and to see previous release notes, review this blog post.

Microsoft Social Engagement 2018 Update 1.6

The Microsoft Social Engagement 2018 Update 1.6 is now available.

New and updated features:

• When an administrator assigns a Social Engagement license to a user, this user will get Power Analyst and Responder permissions. This enables users to create search topics and engage in conversations with other authors.
• The retention time for Social content has been reduced to 15 months.
• Transport Layer Security (TLS) protocols 1.0 and 1.1 are disabled.

For more information review this blog post.

Additional News

Microsoft + GitHub = Empowering Developers

Microsoft announced an agreement to acquire GitHub, the world’s leading software development platform. GitHub is a great resource for Dynamics 365 developers. From Microsoft CEO, Satya Nadella, “Microsoft has been a developer-focused company from the very first product we created to the platforms and tools we offer today. Building technology so that others can build technology is core to our mission to empower every person and every organization on the planet to achieve more.”

For more details on the why behind the purchase and the opportunities ahead, review this blog post from Satya.

Training Corner

Removing records from the AsyncOperationBase/WorkflowLogBase table

When an async workflow is triggered in a Dynamics 365 organization, a record will be created in the AsyncOperationBase table to track the processing of the async job. Additional records will also be created in the WorkflowLogBase table to maintain logs for the workflow execution.

Business Process Flows also store BPF stage transition and action logs for the BPF in the WorkflowLogBase table.

For organizations that use workflows or business process flows heavily, these table will grow over time and eventually become large enough to introduce performance issues as well as consume excessive storage in the database.

Customers can leverage the bulk delete system job under Settings > Data Management > Bulk Record Deletion to delete unneeded records from these tables.

For details on how to setup the bulk delete system job, review this blog post.

Transforming Customer Engagement at Microsoft

With the rise of mobile and social technologies, customers are now more powerful than ever. Their always-connected status and ability to find information in seconds puts them in control of their own experience, and this trend has forced businesses of all sizes to rethink how they engage and connect with their customers. Businesses are no longer focused on “touch points” during the marketing, sales and customer service process, but instead find a need to engage in meaningful, ongoing relationships that involve frequent online and real-world interactions.

Your Roadmap for a Digital-First Business provides insight on how businesses can stay relevant as unprecedented processing power, revolutionary cloud storage, and continuous connectivity change the face of business. This e-book provides ideas on how Dynamics 365 helps businesses:

• Reinvent productivity and enable a data-driven culture.
• Optimize and enhance analytics and mobility.
• Create new delivery systems and models for HR services.
• Test new products and services at a fraction of the cost.

Microsoft Business Applications Summit

Microsoft is bringing together the Dynamics 365, Power BI, Excel, PowerApps and Microsoft Flow communities to connect and collaborate at the Microsoft Business Applications Summit. The summit takes place in Seattle, Washington, July 22-24. This is a perfect opportunity for Analysts, Business Users, IT Professionals and Developers to advance their skills, learn about applications that are critical to their business, learn how to simplify the management of data and identify key elements of the platforms to help drive innovation.

For more information and to register, visit the event website.

Featured News

Modernizing the way we update Dynamics 365

To enable businesses everywhere to accelerate their digital transformation, Microsoft is continuously enhancing Dynamics 365 with new capabilities. As new product enhancements are added and performance improvements are made at a rapid pace, Microsoft is optimizing the way in which updates to Dynamics 365 are delivered.

There will be two major releases per year – April and October – each with new capabilities and functionality. These updates will be backward compatible so your apps and customizations will continue to work post update. New features with major, disruptive changes to the user experience will be off by default. This means administrators will be able to first test before enabling these features for their organization.

Microsoft is working to provide early visibility to help customers prepare for the new updates. Release notes will be published, which provide a summary of all the new features and improvements and information on when they are planned to be available.

In addition to the two major updates, Microsoft will continue to deploy regular performance and reliability improvement updates throughout the year.

For more information about these changes, review this July Announcement and for more information about the process, review Manage Updates and FAQs for Dynamics 365 Update Policies.

October ’18 Microsoft Dynamics 365 Release Notes

The October ’18 Microsoft Dynamics 365 Release Notes are now available. These release notes describe functionality that may not have been released yet. Review the following links to see the features and target release months for Dynamics 365 Customer Engagement:

Summary of what’s new in Sales, Customer Service, Project Service, Field Service, Marketing, Microsoft Social Engagement and PowerApps.

Adxstudio Portals: End of Support August 1st, 2018

On September 14, 2017, Microsoft announced transition options from legacy Adxstudio Portals v7 to Microsoft Dynamics 365 – Portals. Microsoft began the process of ceasing new license sales for the legacy Adxstudio Portals v7 product in late 2016. Consistent with Microsoft’s approach to prioritizing cloud first applications, Microsoft decided to end support for legacy Adxstudio Portals v7 on August 1, 2018. For more information on this announcement and next steps, download the Adxstudio Discontinuation Customer FAQs or visit the Adxstudio from Microsoft Community website.

Updates & Releases

Dynamics 365 Customer Engagement US Government

In response to the unique and evolving requirements of the United States public sector, Microsoft Dynamics 365 Government was created and made available to qualified government entities in the United States. Microsoft Dynamics 365 Government entails a continuity of the protected environment that was originally branded Microsoft CRM Online Government where the protections afforded to the government community cloud (GCC) are represented by four discrete functions: Sales, Customer Service, Field Service, and Project Service Automation.

As Microsoft strives to maintain functional parity between our commercially available service and that which is servicing the GCC, there are notable exceptions to this affected by dependent service, partner-solution availability, market priorities, and compliance regulations.

At this time, preview features in the commercial offering are not available to the GCC. This is intentional, as the GCC represents a community leveraging generally available services, further protected with heightened compliance demands of the U.S. Government and the government community customers. To provide more clarity on what customers have access to in the GCC, an updated Feature Availability list is now available in the Microsoft Documentation site

Microsoft Dynamics 365 Online Releases

The July 2018 Service Updates for Dynamics 365 online versions 9.x and 8.x are now available. Click the links below for more details.

Service Update 4 (9.0.2.1072 or higher) resolved issues include:

• Performance is sub-optimal in case create scenarios where there are more than 85,000 entitlements
• Quick Create forms display redundant empty space lines when there are a few fields on the form
• Tracking a contact from the MailApp creates the contact in Dynamics even though it is missing required fields
• A tab that is hidden by default becomes visible after adding an activity
• The Multiselect field won't display on forms for custom entities
• The Business rule to set visibility is not working properly

Service Update 18 (8.2.2.2160 or higher) resolved issues include:

• Users with more than 2,100 access teams can't log into CRM
• Form onload handlers only display a single row forcing the user to scroll if there is additional content
• Read-only values paste twice when copied via double-click in Chrome
• Duplicate (Inactive) contacts are added into email To and CC fields
• User is unable to publish customizations after choosing the Sitemap areas to be displayed for an entity
• Importing solutions containing JavaScript libraries fails
• An "Access denied" error appears when an email is sent without saving

Service Update 28 (8.1.1.2457) resolved issues include:

• Incremental system-wide performance improvements have been made in this update
• Metadata sync telemetry does not report which header rows are invalid
• Search bar does not show any results when tracking an email in Compose mode
• A script error occurs on On-Premise Dynamics: "Out of stack space"

Microsoft Social Engagement 2018 Update 1.7

The Microsoft Social Engagement 2018 Update 1.7 is now available.

New and updated features:

• A new sign-in page is available to sign in directly to Social Engagement
  http://social.dynamics.com/login
• Removal of interaction functionality for Facebook user profiles

Resolved issues include:

• Increased the number of characters displayed for Tweets from 140 to 280
• Fixed a redirection issue when authenticating a new social profile for Twitter
• Fixed and updated several translations in the user interface

For more information review this blog post.

Additional News

Preview Feature: Microsoft Teams and Dynamics 365 Customer Engagement

Microsoft Teams allows customers to manage all their conversations, files, and tools in one workspace. Users can create and edit documents right in the app and enjoy instant access to SharePoint, OneNote, PowerBI, and now, Dynamics 365 (online). The feature to integrate Dynamics 365 Customer Engagement with Microsoft Teams is now in preview. For more information, review a demo video here. Note: This feature currently has limited availability.

Documentation for using Postman with Web API

Postman is an API development environment that makes working with APIs faster and easier. Documentation on using Postman with Dynamics 365 Customer Engagement Web API to authenticate to a Dynamics 365 instance is now available. For more information, review this article.

Training Corner

How To: Configure Data Export Service with an Azure SQL Database using Azure Resource Manager

Review this step by step instructional guide to learn how to easily configure the Dynamics 365 Online Data Export Service solution with an Azure SQL Database using the Azure Resource Manager.

Microsoft Dynamics 365 for Customer Service

Providing great customer service is an important choice of—and loyalty to—a brand. While it helps earn customers for life, it also improves an organization’s bottom line.

Microsoft commissioned Forrester Consulting to conduct a Total Economic Impact study to examine the potential return on investment for organizations that deploy Dynamics 365 for Customer Service. Watch this webinar for a summary of the findings and to learn how excellent customer service can increase an organization’s return on investment.

Next, download the Microsoft 2017 State of Global Customer Service report to:

• Hear what customers think is most important—and frustrating.
• Identify steps your organization can take to build brand loyalty.
• Validate and refine your customer service strategy.
• Gain insight into the most popular engagement channels and digital trends

Business Applications Summit Sessions on-demand

With over 4,000 total attendees, the Business Applications Summit brought together a community of users and partners to see how Microsoft’s end-to-end business application platform delivers real, powerful results. Visit the Dynamics 365 sessions on-demand page to view topics such as CRM on-premise to Dynamics 365 Migration Service, Dynamics 365 for Marketing Application Deep Dive and Changing the Customer Service Game with Bots and AI.

Microsoft Ignite

Join us in Orlando, September 24-28 for Microsoft Ignite. This conference offers attendees a chance to learn the latest insights and gain new skills from technology leaders and practitioners shaping the future of cloud, data, business intelligence, teamwork and productivity. From demos to keynotes, learn about new tech in a way that speaks to you. Plus, get exclusive access to the latest updates and developments across Microsoft’s products and solutions. This year’s keynote speaker is Microsoft’s very own Chief Executive Officer, Satya Nadella.