Show Notes

What’s New:

* Marketo Connector for Flow and Flow Bot capabilities – https://flow.microsoft.com/en-us/blog/powershell-flow-bot-marketo/
* Faster Authoring of Canvas PowerApps – https://powerapps.microsoft.com/en-us/blog/say-goodbye-to-miss-clicks-on-the-canvas/
* Portals Upgrade Available to 8.4.6.2 – typically get updates for what’s new here: https://support.microsoft.com/en-us/help/3181191/portal-capabilities-for-microsoft-dynamics-365-releases but this release is in between what’s documented
* Resco Upgrade Available to 11.0.3.0 in admin center (11.1.0.0 direct import)
* Social Selling Assistant Upgrade Available to 1.0.28.0
* Voice of the Customer Upgrade Available to 9.0.1188.4 – remember to trigger upgrade from Applications area in admin portal – no documented new functionality – can check for that any time here: https://blogs.msdn.microsoft.com/crm/tag/voice-of-the-customer/
* Versioning and mismatches advice – https://blogs.msdn.microsoft.com/crm/2018/06/19/de-mystifying-versioning-in-dynamics-365/
* Optimization Advisor – https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/sysadmin/optimization-advisor-overview
* Report Production Outage (Preview) – https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/lifecycle-services/cloud-powered-support-lcs
* Terminate SQL Blocking tool – https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/lifecycle-services/monitoring-diagnostics
* Import golden database from Tier 1 dev/test to Tier 2 with single click
(bacpac process) – https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/database/copy-database-from-sql-server-to-azure-sql
* Critical Updates Tile in LCS – https://blogs.msdn.microsoft.com/lcs/2018/04/10/lcs-april-2018-release-1-release-notes/
* June Update to PowerBI now allows for connection to Dynamics 365 CE 9.X Faster Endpoint – https://www.powerobjects.com/2018/06/19/june-update-power-bi-desktop-dynamics-odata-endpoint/

How do I operationalize this?

* How to fix Resco Solution upgrade issue – add notes to Questionnaire entity
* Clean up AsyncOperationBase – https://blogs.msdn.microsoft.com/crm/2018/06/21/cleaning-up-records-from-the-asyncoperationbase-workflowlogbase-table/
* Keep track of updates for CE – https://support.microsoft.com/en-us/help/2925359/microsoft-dynamics-crm-online-releases
* MS Project Client integration with D365 F&O Project Accounting – https://docs.microsoft.com/en-us/dynamics365/unified-operations/financials/project-management/project-integration
* Flow integration with Business Apps – https://flow.microsoft.com/en-us/blog/spring-2018-update/

Featured Content:

* Real-world use cases for physical buttons (flic.io and bt.tn shown), virtual buttons, and using Flow to automate business communication

Show Notes

What’s New:

* PowerShell for PowerApps/Flow Maintenance –
https://powerapps.microsoft.com/en-us/blog/gdpr-admin-powershell-cmdlets/
* Commenting now supported in PowerApps formulas –
https://powerapps.microsoft.com/en-us/blog/comment-your-powerapps-code/
* Embedding PowerApps (including custom sizes) –
https://powerapps.microsoft.com/en-us/blog/embedding-powerapps-in-office-and-beyond/
* LCS Filtering of environments –
https://blogs.msdn.microsoft.com/lcs/2018/05/08/lcs-may-2018-release-1-release-notes/
* Notifications functionality in PowerApps –
https://powerapps.microsoft.com/en-us/blog/showerror-function-is-changing-its-name-to-notify-as-it-learns-some-new-tricks/
* Sales Insights Preview solution upgrade to version 9.0.1.7012 (predictive
lead scoring addition)
* June Updates to Social Engagement (version 1.6) –
https://blogs.msdn.microsoft.com/crm/2018/06/08/whats-new-in-microsoft-social-engagement-2018-update-1-6/

How do I operationalize this?

* Show places Sales Insights Upgrade could be performed from
* Put a PowerApp in Dynamics 365 F&O –
https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/get-started/embed-power-apps

Featured Content:

* Talent Private Previews – http://www.aka.ms/attractprivatepreview
* Talent Public Previews –
https://docs.microsoft.com/en-us/dynamics365/unified-operations/talent/access-preview-feature
* Talent feature for Public Previews –
https://community.dynamics.com/enterprise/b/dynamics365fortalent/archive/2018/05/15/bring-efficiency-to-your-hiring-process-with-dynamics-365-for-talent-attract
* Deploy Demo Data in Talent via LCS –
https://blogs.msdn.microsoft.com/lcs/2018/04/25/lcs-april-2018-release-2-release-notes/
* Try Talent for yourself – https://dynamics.microsoft.com/en-us/talent/overview/
* Post Jobs to LinkedIn
* Job Templates
* Attract – Career Site – OOB
* Integrated Offer Management

 

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 2.3.0.5

* 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

Show Notes

What’s New

PowerApps updates:

• What licenses are needed for various PowerApps –
  https://powerapps.microsoft.com/en-us/blog/business-model-may/
• Return an Array of Data from Flow to PowerApps –
  https://powerapps.microsoft.com/en-us/blog/return-an-array-from-flow-to-powerapps-response-method/

Flow updates:

• Build Flows with State Machine functionality –
  https://us.flow.microsoft.com/en-us/blog/state-machines/

Dynamics 365 CE Updates:

• • Universal Resource Scheduling Enhancements –  https://blogs.msdn.microsoft.com/crm/2018/05/07/whats-new-in-universal-resource-scheduling-for-dynamics-365-may-2018-update/
  • Field and Project Service Enhancements –  https://blogs.msdn.microsoft.com/crm/2018/05/08/release-notes-for-field-service-and-project-service-automation-update-release-5-2/
  • Updates to tools making automated testing for Dev/Ops processes easier (Easy
    Repro) – https://blogs.msdn.microsoft.com/crm/2018/05/11/spring-2018-update-for-easy-repro/

How do I operationalize this?

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

Featured Content

• What just launched in the Spring 2018 Release of Dynamics 365 –
  https://dynamics.microsoft.com/en-us/release/spring-2018-release/
• Spring ’18 Release Notes for F&O:
  https://community.dynamics.com/ax/b/axsupport/archive/2018/03/21/business-applications-spring-18-release-notes

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:

Everywhere:

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

Marketing:

• 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

Sales:

• Sales Insights
• Relationship Analytics
• New Sales Professional SKU (compare Sales functionality –
  https://dynamics.microsoft.com/en-us/pricing/sales/)

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
  connector

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

 

Show Notes

What is Dynamics Fortnight Fridays?

• Introduction of Bart, Dan, and the show
• Who should pay attention
  • Admins
  • Power Users
  • Operations Staff
• What we plan to cover in our episodes
  • What’s new
  • How to administer and manage as an IT function
  • How to do and setup things (show and tell)

What is Dynamics 365?

• Common Data Service (CDS) for Apps & CDS for Analytics
• Customer Engagement SaaS Apps imbued with intelligence and mobility
  • Marketing
    • Adobe
    • Dynamics Marketing
  • Sales
    • Microsoft Relationship Sales (includes LinkedIn Sales Navigator)
    • Enterprise Sales
    • Professional Sales (no intelligence or social)
  • Customer Service
  • Field Service
  • Project Service
  • Social Engagement
  • IoT
  • Insights
  • Additional capabilities included with plans
    • Portal
    • Gamification
    • Voice of the Customer (Surveys)
    • Inside View
    • Versium Predict
    • PowerApps P2 license
• Finance & Operations, Retail
  • Financials
  • Supply Chain/Distribution
  • Manufacturing
  • Retail
  • Industries
  • Multi-Model
  • Multi – Currency, Company, Language
• Talent
  • Attract (integrated with LinkedIn)
  • Gauge
  • Offer
  • Onboard
  • Manage
• Business Application Platform
  • PowerApps
    • Canvas Apps
    • Model Driven Apps
  • Flow
  • Common Data Service for Apps

Thanks for production help!

• Alesha Baerenwald
• Emily Mackmiller
• Doug Splinter

This is just a welcome post introducing you to Dynamics Fortnight Fridays!