Dynamics 365 Monthly Update-November 2018

Featured News

Dynamics 365 October '18 Update

The October ’18 wave of business applications released from Microsoft provides customers with significant capabilities to transform their business. These new services and capabilities include:

• New intelligence applications that employ decades of AI work pioneered by Microsoft Research to make Dynamics 365 more intelligent. You can enhance sales performance and planning with the new Dynamics 365 AI for Sales application.
• New Power platform capabilities that combine Power BI, PowerApps, Microsoft Flow and the Common Data Service for Apps into an unmatched palette of tools to extend, customize, and integrate Dynamics 365 and Office 365 into your environment.
• Deeper integrations with other Microsoft products that offer seamless experiences with Dynamics 365 and Microsoft Outlook, Teams, SharePoint, Stream, Azure, and LinkedIn.

For more information, download the October ’18 Release notes here and review the following links:

What’s new in version 9.0

What’s new in version 9.0 for Developers

Online features for Dynamics 365 Customer Engagement

On-Premises features for Dynamics 365 Customer Engagement

Preview: Dynamics 365 AI for Customer Service

Dynamics 365 AI for Customer Service is a suite of products designed to help provide better customer service experiences through the power of artificial intelligence (AI). Microsoft is excited to announce the availability of Dynamics 365 AI for Customer Service Insights for public preview.

Features include:

• Out-of-the-box dashboards that provide visibility into critical operational and performance metrics.
• Automated grouping of cases by support topics, without the need for manual tagging.
• Visibility into top case volume and resolution time drivers allowing users to focus on areas with highest impact.
• Insights into emerging topics, allowing users to tackle issues before they become a major problem.

For more information on the features, review this blog post and start the preview at Dynamics 365 AI for Customer Service Insights.

Updates & Releases

Microsoft Dynamics 365 Online Release

The November 2018 Service Update for Dynamics 365 online version 9.1.0 is now available.

Service Update 8 (9.1.0000.0829 or higher) resolved issues include:

· When attempting to view records for quote products in advance find, no values appeared when only a base money field was present.

· Optionset columns displayed backend integer values instead of text values.

· The lookup filter was not functioning in on-premises environments.

· The sequence number for products mismatched between Opportunities, Quote, and Order Lines.

· When merging two contacts, the first name and last name fields were not being selected by default.

Unified Interface Lookup Leverages Quick Find View

In response to feedback on the differences in search behavior between the legacy web client interface and the Unified Interface, Microsoft made changes to the Unified Interface's search behavior, so it aligns with the behavior of the legacy web client interface. Before the change, the Unified Interface used the lookup views for both the display view (defines the columns shown in your returned search results) and the search view (defines the columns against which the search is made). With the change, the Unified Interface now uses quick find views for the search view. Customers can now leverage the added performance of indexing in quick find views when specifying the columns for the search results.

If your organization currently uses the legacy web client interface, there is no change. For those upgrading to the Unified Interface, review this blog post for instructions on how to prepare for the change.

Universal Resource Scheduling Updates for Dynamics 365 v9.x

Microsoft is pleased to announce the latest updates to Universal Resource Scheduling, powering the Field Service and Project Service Automation applications for Dynamics 365. These releases include improvements to quality, performance and usability. To update your instance, visit the Admin Center for Dynamics 365 online, and find the solutions page to install the preferred solution.

This release is compatible with Dynamics 365 9.0.x.

Some of the resolved issues include:

• In certain cases, map routes were not being displayed on the schedule board.
• Issue finding availability for an onsite requirement when an approved time-off request overlapped with a booking.
• Double booking a resource on multiday schedule boards now works as expected.
• On the schedule board, zooming out with your browser now keeps rows properly aligned.

For more information on the features included in this release, review this blog post.

This release is compatible with Dynamics 365 9.1.x.

Some of the enhancements and resolved issues include:

• When using the pop-out schedule board, the Dynamics border no longer loads, reducing confusion for users and improving performance.
• Users can now search for characteristics and roles in the requirement group control.
• When saving schedule board filters as default filters, a message now confirms the save was successful.
• When deleting a resource, related resource territory records will be deleted as well.
• Added missing hidden labels to schedule board filter panel targeting the accessible experience.
• Schedule assistant no longer suggests times in the past when a resource has a capacity of greater than one.
• The first requirement dragged to multiday schedule boards no longer causes an error message.

For more information on the features included in this release, review this blog post.

Field Service and Project Service Automation Updates

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 (v7.5.4.51) – This release is compatible with Dynamics 365 9.0.x

Some of the resolved issues:

• HasUserPrivilege and HasTeamPrivilege should always execute using SYSTEM user context.
• Updated the default Lookup View of the Service field on the Work Order Service.
• Improvements to solution deployment and upgrade process.
• Resolved script error on Work Order form in UCI Web.

For more information on the features included in this release, review this blog post.

Field Service enhancements (v8.2.0.286) – This release is compatible with Dynamics 365 9.1.x

Some of the enhancements and resolved issues include:

• Enabled the ability to upgrade from previous versions of Field Service to Field Service version 8.
• Enhanced Incident Types to enable the creation of types that require multiple resources by adding an Incident Type Requirement Group record.
• Resolved failing button on Work Order Service Task – ‘Mark Complete’ sub-grid.
• Added back deleted web resource msdyn_/Invoice/Invoice.Library.js.

For more information on the features included in this release, review this blog post.

Dynamics 365 for Marketing Updates

The latest update of Dynamics 365 for Marketing is now available. This is the first major update to the product since its release earlier this year. To benefit from this update, customers must manually apply it to each of their Dynamics 365 for Marketing instances as described in this article, Keep Marketing up to date.

New and updated features:

• Account-based marketing: business-to-business (B2B) marketers can target each business account as a single unit, thus increasing integration and alignment between the sales and marketing departments.
• Reusable content blocks: define and store reusable blocks of content with dynamic values from Dynamics 365 that are easy to add to email and page designs.
• Social listening for campaign: analyze social-media channels to find relevant posts and evaluate user sentiment related to any topic you choose.
• Marketing calendar for planning: provides a visual overview of any marketing activity that has a start and end date
• Improved deliverability of email marketing messages: provides a way to register your Dynamics 365 for Marketing sending domain as a legitimate sender that does not get flagged for phishing.

For more information on the features included in the update, review this blog post. Review the Dynamics 365 for Marketing: Set up DKIM for your sending domain for more details on how to improve the performance metrics for delivered marketing emails.

Additional News

Microsoft Dynamics 365 Return on Investment (ROI)

Microsoft has continued to expand and develop its portfolio of capabilities under the Dynamics 365 umbrella to support CRM, ERP, and human capital management (HCM) processes by integrating with Office 365, Power BI, PowerApps, and Azure. Nucleus Research conducted an analysis of customer case studies and identified that Dynamics 365 delivers $16.97 for every dollar spent, an ROI significantly higher over the industry average of $7.23 and $8.71 for both ERP and CRM, respectively. For more information, review the report.

Microsoft Dynamics 365 Customer Stories

For more Dynamics 365 customer stories, visit this site.

PowerApps Customer Stories and Video Testimonials

The number of organizations adopting PowerApps to support their digital transformation continues to increase. This month Microsoft introduced new customer stories that illustrate how PowerApps apps are impacting customer operations.

Find more PowerApps customer stories here.

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