Dynamics 365 Spring release and v9.2

April 23rd, 2018 by Stephen Jones Leave a reply »

We recently posted about Dynamics 365 Spring release and focused on Finance and Operations Enterprise features and enhancements.

Now lets look at the customer engagement apps. We now have the previously mentioned new Unified Interface framework and Customer Service Hub Dynamics 365 for Marketing

D365 for Marketing includes event management, email marketing and lead nurturing capabilities embedded within the Dynamics 365 user interface.

Dynamics 365 for Sales – Professional Licence. In addition to the functionality of the D365 for Sales Enterprise licence, Microsoft will offer a new streamlined licence at a lower price point for sales teams members only need lighter functionality. This new licence type restricts use of custom entities, workflows and forms and excludes some functionality including hierarchies, sales goals, social engagement and mobile offline sync.

Embedded Intelligence. Previously available as a preview feature (formerly called Relationship Insights),
• Relationship assistant helps sales users by letting them know when to: follow up on an email, answer a question, attend a meeting, follow-up with a neglected contact and much more. Alert cards are displayed throughout the application to provide relevant information for the context in which the user is currently working and uses data stored in Dynamics 365 and Exchange inbox and calendar.
• Auto capture with Outlook – analyses emails to find messages relevant to specific accounts and then tracks in Dynamics 365 with just one click
• Email engagement – insights from customer emails so sellers can prioritize the most receptive contacts.

Power BI Insights apps. Microsoft will release a series of embedded Power BI Insight apps tailored to specific business functions beginning with a previous release for Sales Insights. This is expected to include predictive lead scoring and relationship analytics to give a relationship health score calculated from emails and content exchanged, and frequency and level of customer interactions brought together from Dynamics 365, email and social networks.

New App Platform Capabilities

The application platform that sits underneath Dynamics 365 sees a significant change with this release. For Dynamics 365 v9, the legacy XRM framework behind Dynamics is npw merged with an updated version of Microsoft’s Common Data Service (CDS). This uses the same Dynamics code base and with backwards compatibility promised, there will be no obvious change, with existing Dynamics 365 apps continuing to work without any modification.
This means that the same platform that powers Dynamics 365 is also used by PowerApps, Office 365, Power BI and the Common Data Service – now renamed Common Data Service for Apps. CDS for Apps has a boost in functionality through server side logic, improved app building experiences and developer capabilities.

PowerApps. PowerApps together with the platform that powers Dynamics 365 lets you build an app and choose between a Canvas app (using a visual WYSIWYG editor) or a Model-driven app (driven by entities, their relationships & business processes). Both apps can access your data and logic in CDS for Apps.

In addition to server side logic, the latest app building capabilities include:
• Business Process Flows to model process stages and guide users through them
• Sophisticated security model providing row level security and model hierarchies
• Calculated fields that use server side logic to compute values in an entity

These new capabilities enable lightweight mobile apps to be quickly developed for field based staff to collect data and also to create new processes that will natively connect across Dynamics 365 and other Microsoft cloud services. PowerApps P2 now becomes the platform licence for users of stand-alone model driven apps. PowerApps P2 is included with the Dynamics 365 Customer Engagement Plan.

Common Data Service for Analytics. Another CDS for Analytics reduces the complexity of analysing data and extracting insights across standalone business apps and other sources. A new capability in Power BI, Common Data Service for Analytics enables organisations to integrate data from multiple sources and will provide teams with increased access to analytics across all the relevant tdata.

GDPR Microsoft states its Spring 18 release features a series of updates across Dynamics 365 products to address the requirements of the General Data Protection Regulation (GDPR). Visit the Microsoft Trust Center to find tools and auditing reports for managing cloud-data security and compliance within your organisation and to read more about what Microsoft is doing to help its customers comply with this regulation.
Use Microsoft Compliance Manager to get insights into your responsibilities for meeting compliance standards.

GDPR stands for General Data Protection Regulation effective from 18th May 2018 in Europe.
The primary objectives of the GDPR are to give citizens and residents back control of their personal data and to “simplify” the regulatory environment for international business by unifying the regulation within the EU.
As per the ICO, the UK’s independent body set up to uphold information rights, the GDPR applies to “controllers” and “processors”. The definitions of controllers and processes are broadly the same as those under the Data Protection Act. In short, the controller says how and why personal data is processed and the processor acts on the controller’s behalf.

If you are a processor, then the GDPR places specific legal obligations on you. For example, when you/ your organisation / your solution / your product maintains or stores records of personal data and includes processing activities, you will have significantly more legal liability if you are responsible for a breach. These obligations for processors are a new requirement under the GDPR and were not as such in the Data Protection Act (DPA).

For Microsoft Dynamics 365 CRM projects, this is a significant legal obligation. The majority, of Dynamics CRM projects include the storage, maintenance and processing of personal data and will most probably fall under GDPR rules if you have European operations, customers and vendors..

LinkedIn Sales Navigator Integration. Improvements to the integration between Dynamics 365 for Sales and LinkedIn Sales Navigator provides more detail about companies and LinkedIn members synchronised to Dynamics record forms and dashboard including profile pictures.

Web Portal . With the Spring Upgrade, portal search is now extended to knowledge article attachments increasing the likelihood of relevant search results.

Dynamics 365 – 9.0.2 Update. This month icrosoft will begin applying Update 9.0.2 to Dynamics 365 (Online), version 9.0 and higher. This update is focused on reliability and performance improvements as well as some new features. Any updates from version 8.x to version 9.0 are scheduled on or after April 2 will automatically get this update – no change of schedule is needed. For customers already running Dynamics 365 (Online) version 9.0.1 or higher, Microsoft begin deploying this update from April 7 through its normal deployment process. No customer action is needed to deploy this update.

Dynamics 365 Spring 2018 (v9.0.2) licensing guide:

https://mbs.microsoft.com/Files/public/365/Dynamics365LicensingGuide.pdf

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