Dynamics Fortnight Friday Episode for 2018-07-20


Show Notes

What’s New:

* Business Applications Summit starts Monday! Look for announcements next week.
* Predictability in platform/app updates –
https://cloudblogs.microsoft.com/dynamics365/2018/07/06/modernizing-the-way-we-update-dynamics-365/
* FAQ around Update Procedures/Policies –
https://docs.microsoft.com/en-us/dynamics365/get-started/faq-update-policy
* Easy tip to improve Canvas PowerApps performance –
https://powerapps.microsoft.com/en-us/blog/republish-your-apps-to-get-performance-improvements-and-additional-features/
* Tips on making Canvas PowerApps performant and maintainable –
https://powerapps.microsoft.com/en-us/blog/tips-for-a-maintainable-extensible-app/
* PowerBI updates to get it ready for Common Data Service for Analytics – https://powerbi.microsoft.com/en-us/blog/power-bi-expands-self-service-prep-for-big-data-unifies-modern-and-enterprise-bi/
* Understand details of automatic email tracking in CE –
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/email-message-filtering-correlation

How do I operationalize this?

* Add LinkedIn Sales Navigator controls to UCI forms – https://docs.microsoft.com/en-us/dynamics365/customer-engagement/linkedin/add-sales-navigator-controls-forms
* Integration of Dynamics 365 in a Teams Tab –
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/integrate-with-microsoft-teams

Featured Content:

* AppSource – Marketplace of business solutions – http://appsource.microsoft.com

* Two types of solutions:
(1) Apps: Specific solutions from Microsoft and our partners.
(2) Consulting Services: Partners providing implement and assessment services.

* Search by:
(1) Category: Analytics, AI, Finance or HR, etc…
(2) Industry
(3) Refine by product: Web Apps, Dynamics 365, Office 365, Power BI

* To find solutions by Microsoft Labs:
(1) Do a Search for “Microsoft Labs” – https://appsource.microsoft.com/en-us/marketplace/apps?search=%22Microsoft%20labs%22&page=1
(2) Select Dynamics 365 as a Product

* Featured solutions:
(1) Change Tracking Solution: Ability to track changes made by system admins or customizer.
(2) Email Alert: Pending Email Count for received unread CRM emails on a case.
(3) Attachment Management: Use Azure Blob storage to store Dynamics notes and email attachments.
(4) Email 2 Case using AI: Enhance Email to Case conversion with Machine Learning model by reading email subject and body to predict the case type, case subject and appropriate queue for routing.
(5) Dynamics 365 Data Tagging & Obfuscation: Obfuscate entity fields based on tagging of data in an Azure Data Catalog.

* Inspire updates:
(1) Inspire 2018 Dynamics 365 Update from Alysa Taylor: https://cloudblogs.microsoft.com/dynamics365/2018/07/12/helping-partners-grow-business-application-practices-with-new-investments-in-their-success/
(2) Microsoft Health Accelerator for Dynamics 365: https://appsource.microsoft.com/en-us/product/dynamics-365/msemr.healthcarecommondatamodel?tab=Overview

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Dynamics Fortnight Friday Episode for 2018-07-06


Show Notes

What’s New:

* Connected Field Service Upgrade available to 1.0.18170.5
* Portals Upgrade available to 9.0.6.1 – https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/monthly-updates-portals
* Field Service Upgrade available to 7.5.01.37
* LinkedIn Sales Navigator Upgrade available to 2.3.0.6
* Project Service Upgrade available to 2.4.4.30
* Field Service, Project Service, and Universal Resource Scheduling Updates – (bug fixes) https://blogs.msdn.microsoft.com/crm/2018/06/26/release-notes-for-field-service-and-project-service-automation-update-release-7/ and (what’s new) https://blogs.msdn.microsoft.com/crm/2018/06/27/whats-new-in-universal-resource-scheduling-for-dynamics-365-june-2018-update/
* How to scale out Dynamics 365 for Finance and Operations on-premises: https://blogs.msdn.microsoft.com/axsa/2018/06/28/how-to-scale-out-dynamics-365-for-finance-and-operations-on-premises/
* Product lifecycle in Dynamics 365 for Finance and Operations: https://community.dynamics.com/365/financeandoperations/b/practitionersviews365operations/archive/2018/06/28/product-lifecycle-in-dynamics-365-for-finance-and-operations and https://docs.microsoft.com/en-us/dynamics365/unified-operations/supply-chain/pim/product-lifecycle
* Guidance for USD usage – https://blogs.msdn.microsoft.com/usd/2018/07/03/best-practices-for-unified-service-desk-deployment-and-upgrade/
* Microsoft Dynamics 365 availability in Compliance Manager: https://techcommunity.microsoft.com/t5/Security-Privacy-and-Compliance/Announcing-Compliance-Manager-general-availability/ba-p/161922 and https://servicetrust.microsoft.com/
* Dynamics 365 Achieves Broad Range of Compliance and Attestation Updates: https://community.dynamics.com/ax/b/dax/archive/2018/06/26/dynamics-365-achieves-broad-range-of-compliance-and-attestation-updates
* PowerApps App Checker (note change to how delegation information is surfaced) – https://powerapps.microsoft.com/en-us/blog/new-app-checker-helps-you-fix-errors-and-make-accessible-apps/
* July update for Social Engagement (should go live on July 11) – https://blogs.msdn.microsoft.com/crm/2018/07/06/whats-new-in-microsoft-social-engagement-2018-update-1-7/
* Run parallel queries in PowerApps for faster performance with “concurrent” – https://powerapps.microsoft.com/en-us/blog/enjoy-faster-startup-times-with-the-new-concurrent-function/
* Platform update schedule optimization – https://cloudblogs.microsoft.com/dynamics365/2018/07/06/modernizing-the-way-we-update-dynamics-365/

How do I operationalize this?

* Planned System Infrastructure maintenance outage window for CE – a week from today on July 13, 2018 between 10pm and midnight CDT for about 15 minutes
* Show UI for scheduling an upgrade for CE
* Show UI for scheduling an upgrade for FO

Featured Content:

* All about auditing in CE – https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/enable-use-comprehensive-auditing

*** Two types – 1) activity logging (new) and 2) data change logging
*** All are turned off by default – requirements for and how to enable each
*** Where to look at logs for each
*** Data retention policies and implications for each

* Database Logging – F&O

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