Dynamics Fortnight Friday Episode for 2018-05-25

Show Notes

What’s New:

* Register for Business Applications Summit – https://www.microsoft.com/en-us/businessapplicationssummit

* Many Flow updates, especially some new connectors and enhanced analytics on usage – https://flow.microsoft.com/en-us/blog/share-with-sharepoint-office-365/

* LinkedIn Sales Navigator has an update to

* Voice of the Customer has an update to 9.0.1162 – https://blogs.msdn.microsoft.com/crm/2018/05/23/whats-new-in-voice-of-the-customer-version-9-0-1162/

* It’s not new news, but this recent post is a nice summary of the Dynamics 365 Portals Security Model – https://blogs.msdn.microsoft.com/dyn365tips/2018/05/24/dynamics-365-portals-security-model/

How do I operationalize this?

* Quick showcase of sitemap editing, including bringing back the Processes node and My Apps node in the default Sitemap. Relative URL Snippet for My Apps: /tools/AppModuleContainer/applandingtilepage.aspx

Featured Content:

* Unified Service Desk for Dynamics 365 (USD) provides a configurable framework for building call center applications that deliver a unified view of customer data and numerous communication channels (such as phone, chat, email, and social media) into a single interface.
* Best practice analyzer for USD is a developer tool that identifies defects in customizations and extensions, to help developers build and deploy efficient customizations and extensions.
* Recent Update – Unified Client Interface (UCI) apps integrate with Unified Service Desk (Public Preview) to provide consistent user experiences for session management, customizable layouts, agent guidance, line-of-business applications, and channel integration.

Key Takeaways:
* Unified Experience
* Single, intuitive experience for service professionals
* Single Pane of Glass
* Integration among multiple other applications, even if there’s no API
* Business Processes spanning multiple LoB apps
* Ability to execute workflow across multiple line of business applications
* Centralized Management
* Configure setup centrally in GUI – pulled locally to USD clients on at login
* Leverage existing investment and ‘power’ of Dynamics + Office 365 + Azure
* Session Management
* Handle multiple customer interactions simultaneously
* Reduce AHT through automations and streamlining agent interactions
* Reduce TTA and agents ‘resetting’ apps after dispositioning interactions
* Decrease agent training with more intuitive UI and automation
* Automate input and hide screens to streamline agent work

Dynamics Fortnight Friday Episode for 2018-05-11

Show Notes

What’s New

PowerApps updates:

Flow updates:

Dynamics 365 CE Updates:

How do I operationalize this?

1. Notifications (for non-global admins)
2. Show how to know updates are ready and apply them

Featured Content

Entire Dynamics Stack:

  • GDPR Readiness
  • Accessibility
    • Vision
      • Magnifier / High Contrast
    •  Hearing
      • Narrator / Screen Reader compatibility
    • Speech
      • Game Chat Transcription – Speech to Text and vice versa
      • Enhanced Dictation
      • Focus Mode
      • Syllabification – improves word recognition

Specifics in Customer Engagement:


  • Unified Client Interface completeness
  • Common Data Service for Apps
    • Auditing of reads of records in CDS for Apps


  • First party solution using CDS for Analytics, just like Sales or Service
  • Multi-Channel customer journey orchestration (marketing automation)
  • Event Management
  • Lead scoring and management
  • Meant for mid-sized marketing needs – Adobe is still our preferred
    Enterprise solution


Specifics in Business Central:

  • Small and Medium sized businesses
  • Next Generation of NAV
  • Financials
  • Supply Chain
  • Manufacturing
  • Distribution
  • Project
  • Service order management
  • HR

Specifics in Talent:

  • Integration with F&O preview
  • Configuration Hiring process
  • Advanced Interview scheduling
  • Portal
  • Onboard updates

Specifics in PowerApps:

  • Introduction of Model Driven PowerApps
  • In Canvas PowerApps, introduction of attachment handling for SharePoint

Specifics in Finance and Operations: https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/get-started/whats-new-changed

  • Alerts
  • Optimization Advisor
  • Project Improvements
  • Vendor Collaboration
  • CDS 2.0
  • Integration for Talent and Project Service Automation
  • Telemetry based KB recommendations in LCS