Dynamics 365 Monthly Update-April 2018

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.