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Microsoft Dynamics 365 User Group
Welcome!
Meeting will begin shortly.
Microsoft Dynamics 365 User Group
Agenda
8:00 – 8:30 Registration and Networking
8:30 – 8:35 Welcome & House Keeping
8:35 – 8:40 Microsoft Notice Board (Marcus d’Assumpcao)
8:40 – 9:10
The Main Show – Dynamics 365 v9 is Here (Andrew
Ly)
9:10 – 9:20 ISV (Sam Fernando)
9:20 – 9:25 Just 1 Tip (Neeraj Kapoor)
9:25 – 9:30 Q&A, Nominations for 2018
Microsoft Dynamics 365 User Group
Your User Group Committee
Andrew
Ly
Chairman,
President
Sam
Fernando
Customer Voice &
ISV Manager
Brock
Sperryn
Membership
Manager
Jonathon De
Conno
Photo
Manager
Neeraj
Kapoor
Just 1 Tip
Manager
Marcus
d'Assumpcao
Microsoft
Representative
Microsoft Dynamics 365 User Group
House Keeping
• In case of evacuation:​
• Alert Alarm (beep beep - warning
sound)
• Evacuation Alarm (whoop whoop –
faster sound, keeps going)
• The lifts are not used at the time of an
evacuation. (The lifts will be shut off
and controlled by Emergency Service
team)
Microsoft Dynamics 365 User Group
Evacuation Point
Microsoft Dynamics 365 User Group
Notice Board
Marcus D’Assumpcao
Microsoft Corporate Account Manager
Microsoft Dynamics 365 User Group
Microsoft Dynamics 365 User Group
The Story of Dynamics So Far
200
3
200
5
200
7
201
1
201
3
201
4
201
5
201
6
CRM 1.0 CRM 3.0 CRM 4.0
CRM
2011
CRM
2013
CRM
2015
CRM
2016 D365
Microsoft Dynamics 365 User Group
Introducing Dynamics 365 V9
ExtensibilityProductivity
New Web Interface
New Unified Interface
New Configuration Tooling
New Mobile Experience
Microsoft Flow
Multi Select Option Sets
Virtual Entities
Scalable Vector Graphics
Auto Numbering
Admin API
New API
Microsoft Dynamics 365 User Group
Refreshed Web Interface
D365 V8.2
Dynamics 365 V9
Microsoft Dynamics 365 User Group
Dynamics 365 V9
Unified Interface (Business Process Flows)
Microsoft Dynamics 365 User Group
Unified Interface (Timeline)
Dynamics 365 V9
Microsoft Dynamics 365 User Group
App Designer
Dynamics 365 V9
Microsoft Dynamics 365 User Group
View Designer
• New WYSIWYG view designer
(within App Designer)
• Drag and Drop
• Search fields in field explorer
• Sort with a single click
• Single click to access
column properties
• Side by side configuration of filters and columns for better
config experience
• Sample data in grids provide near runtime snapshot of the view
Dynamics 365 V9
Microsoft Dynamics 365 User Group
Dynamics 365 Mobile App
Dynamics 365 V9
Microsoft Dynamics 365 User Group
Microsoft Flow Integration
Dynamics 365 V9
Microsoft Dynamics 365 User Group
Microsoft Flow Integration
Dynamics 365 V9
Microsoft Dynamics 365 User Group
Multi Option Select
Dynamics 365 V9
Microsoft Dynamics 365 User Group
Multi Option Select
• New Data Type
• Can use existing or new
optionsets
• For developers:
• Retrieves as an array of
values
• Supports client side
javascripting
• Currently no support for
PowerBI
Dynamics 365 V9
Microsoft Dynamics 365 User Group
Virtual Entities
• Integrate external data within
Dynamics Data Model.
• Data stays within the External
Data Source.
• Referential (Read Only)
• Connect using OData Data
Provider (OData V4 Web
Service) or build your own
data provider plugin.
• Package into solutions.
Dynamics 365 V9
Microsoft Dynamics 365 User Group
Virtual Entities
https://pragmatiqa.com/xodata/#
Dynamics 365 V9
Microsoft Dynamics 365 User Group
Virtual Entities (Limitations)
• Limitations
• Auditing not supported.
• Roll Up and Calculated Field not supported
• It cannot be an activity type (read-only)
• Knowledge management, SLAs, Change Tracking Mobile Offline, Field Security,
Web Portal grids are not supported.
• Requires use of GUID as identifier.
Dynamics 365 V9
Microsoft Dynamics 365 User Group
Scalable Vector Graphics (SVG) Icons
Dynamics 365 V9
Microsoft Dynamics 365 User Group
Auto Numbering
Dynamics 365 V9
Microsoft Dynamics 365 User Group
Auto Numbering
Dynamics 365 V9
Microsoft Dynamics 365 User Group
Admin API
• Backup
• Restore
• Statuses
• Instance Type
• Languages
• Templates
• Anything you can do with
Dynamics Admin Centre!
Dynamics 365 V9
Microsoft Dynamics 365 User Group
Deprecations
• Dynamics 365 for Outlook is deprecated (now Dynamics 365 App for Outlook)
• Service Scheduling is deprecated (now Unified Resource Scheduling solution) - look to
move
• Dialogs are deprecated (replaced with Mobile Task Flows and Business Process Flows) –
more enhancements on the way to make things easier to migrate
• Parature Knowledgebase is deprecated (now inbuilt KB)
• Project Service Finder app deprecated (will be in Project Service app)
• Contract, Contract Line Items, Contract Template entities are deprecated (replaced with
entitlements in Customer Service)
• Standard SLAs are deprecated (moving to Enhanced SLAs)
• Relationship Roles are deprecated (moving to Connection Roles)
• Mail Merge deprecated (replaced with Word And Excel Templates introduced in 2016)
• Announcements are deprecated (to be addressed in future major release)
Dynamics 365 V9
Microsoft Dynamics 365 User Group
Client APIs deprecated (just the highlights)
• Xrm.Page replaced with executionContext.getFormContext and
globalContext)
• New triggers
• addOnKeyPress
• removeOnKeyPress
• showAutoComplete
• hideAutoComplete
Dynamics 365 V9
Microsoft Dynamics 365 User Group
When Can I Get it?
Right now for New Trials.
https://www.microsoft.com/en-us/dynamics/free-crm-trial.aspx
Upgrade Release has been delayed (Q4 2017)
For more information: 365lyf.com
Live
business
Thanks for listening!
Dynamics 365 V9.0
Microsoft Dynamics 365 User Group
ISV
Coaching by Microsoft Labs
Sam Fernando (Principal Microsoft Solutions Architect – ASG Group)
Microsoft Dynamics 365 User Group
Coaching by Microsoft Labs
• Works similar to context aware help
• Reduce one-to-one coaching
• Present stage aware info and improve productivity
• Taps into Business process flow stages
• Present with useful KB articles based on the stage
• Works with entities that have KB control configured
Microsoft Dynamics 365 User Group
Microsoft Dynamics 365 User Group
Create KB Article
with Stage Name
Configure
Coaching
Settings
Progress the
record
Get help for
the stage
Microsoft Dynamics 365 User Group
Microsoft Dynamics 365 User Group
Just One Tip
Editable Grids
Neeraj Kapoor – ASG Group
Microsoft Dynamics 365 User Group
CRM views and updating records
Microsoft Dynamics 365 User Group
Life before Editable Grids
1-2
Minutes
Time consuming
In order to update a record, user had to find a record, click and open a
record, update fields, save and finally go back to the entity view to
work on another record.
For an average call center agent with around 100 calls a day, that’s
about 200 minutes of data entry work.
Find a
record
Click
and
open
Update
fields
Save
Close
and
back
Microsoft Dynamics 365 User Group
SAVE Time, edit MULTIPLE records On-the-go
10-15
Sec
Much more efficient and effective
Editable grids provides end user with an effective and efficient way of
updating records
Multiple records can be updated within just few seconds. Imagine how
much would that save for a busy call center.
Microsoft Dynamics 365 User Group
Group Multiple Records
Microsoft Dynamics 365 User Group
Types of editable fields
Below types of fields have inline
editable grid capabilities:
1. Single line of text
2. Date and Time
3. Option Set
4. Whole Number
5. Decimal
6. Floating Point Number
7. Two Options
8. Lookup
Below types of fields
are read only
in editable grid:
1. Customer
2. Rollup Fields
3. Calculated Fields
4. Composite Fields
5. Status and Status
Reason Fields
Microsoft Dynamics 365 User Group
Steps to configure
01
Go to Settings
>Customizations->Entity
By default, user will see
read only grids
02
Add control and
select editable
grids
03
Select
Editable Grid
option for
web, phone
and tablet
Microsoft Dynamics 365 User Group
Q&A
Microsoft Dynamics 365 User Group
Nominations for Committee
Members 2018
Next Month Topic
(Nov – TBD)

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Dynamics 365 User Group (Adelaide Chapter) Oct 2017

  • 1. Microsoft Dynamics 365 User Group Welcome! Meeting will begin shortly.
  • 2. Microsoft Dynamics 365 User Group Agenda 8:00 – 8:30 Registration and Networking 8:30 – 8:35 Welcome & House Keeping 8:35 – 8:40 Microsoft Notice Board (Marcus d’Assumpcao) 8:40 – 9:10 The Main Show – Dynamics 365 v9 is Here (Andrew Ly) 9:10 – 9:20 ISV (Sam Fernando) 9:20 – 9:25 Just 1 Tip (Neeraj Kapoor) 9:25 – 9:30 Q&A, Nominations for 2018
  • 3. Microsoft Dynamics 365 User Group Your User Group Committee Andrew Ly Chairman, President Sam Fernando Customer Voice & ISV Manager Brock Sperryn Membership Manager Jonathon De Conno Photo Manager Neeraj Kapoor Just 1 Tip Manager Marcus d'Assumpcao Microsoft Representative
  • 4. Microsoft Dynamics 365 User Group House Keeping • In case of evacuation:​ • Alert Alarm (beep beep - warning sound) • Evacuation Alarm (whoop whoop – faster sound, keeps going) • The lifts are not used at the time of an evacuation. (The lifts will be shut off and controlled by Emergency Service team)
  • 5. Microsoft Dynamics 365 User Group Evacuation Point
  • 6. Microsoft Dynamics 365 User Group Notice Board Marcus D’Assumpcao Microsoft Corporate Account Manager
  • 8. Microsoft Dynamics 365 User Group The Story of Dynamics So Far 200 3 200 5 200 7 201 1 201 3 201 4 201 5 201 6 CRM 1.0 CRM 3.0 CRM 4.0 CRM 2011 CRM 2013 CRM 2015 CRM 2016 D365
  • 9. Microsoft Dynamics 365 User Group Introducing Dynamics 365 V9 ExtensibilityProductivity New Web Interface New Unified Interface New Configuration Tooling New Mobile Experience Microsoft Flow Multi Select Option Sets Virtual Entities Scalable Vector Graphics Auto Numbering Admin API New API
  • 10. Microsoft Dynamics 365 User Group Refreshed Web Interface D365 V8.2 Dynamics 365 V9
  • 11. Microsoft Dynamics 365 User Group Dynamics 365 V9 Unified Interface (Business Process Flows)
  • 12. Microsoft Dynamics 365 User Group Unified Interface (Timeline) Dynamics 365 V9
  • 13. Microsoft Dynamics 365 User Group App Designer Dynamics 365 V9
  • 14. Microsoft Dynamics 365 User Group View Designer • New WYSIWYG view designer (within App Designer) • Drag and Drop • Search fields in field explorer • Sort with a single click • Single click to access column properties • Side by side configuration of filters and columns for better config experience • Sample data in grids provide near runtime snapshot of the view Dynamics 365 V9
  • 15. Microsoft Dynamics 365 User Group Dynamics 365 Mobile App Dynamics 365 V9
  • 16. Microsoft Dynamics 365 User Group Microsoft Flow Integration Dynamics 365 V9
  • 17. Microsoft Dynamics 365 User Group Microsoft Flow Integration Dynamics 365 V9
  • 18. Microsoft Dynamics 365 User Group Multi Option Select Dynamics 365 V9
  • 19. Microsoft Dynamics 365 User Group Multi Option Select • New Data Type • Can use existing or new optionsets • For developers: • Retrieves as an array of values • Supports client side javascripting • Currently no support for PowerBI Dynamics 365 V9
  • 20. Microsoft Dynamics 365 User Group Virtual Entities • Integrate external data within Dynamics Data Model. • Data stays within the External Data Source. • Referential (Read Only) • Connect using OData Data Provider (OData V4 Web Service) or build your own data provider plugin. • Package into solutions. Dynamics 365 V9
  • 21. Microsoft Dynamics 365 User Group Virtual Entities https://pragmatiqa.com/xodata/# Dynamics 365 V9
  • 22. Microsoft Dynamics 365 User Group Virtual Entities (Limitations) • Limitations • Auditing not supported. • Roll Up and Calculated Field not supported • It cannot be an activity type (read-only) • Knowledge management, SLAs, Change Tracking Mobile Offline, Field Security, Web Portal grids are not supported. • Requires use of GUID as identifier. Dynamics 365 V9
  • 23. Microsoft Dynamics 365 User Group Scalable Vector Graphics (SVG) Icons Dynamics 365 V9
  • 24. Microsoft Dynamics 365 User Group Auto Numbering Dynamics 365 V9
  • 25. Microsoft Dynamics 365 User Group Auto Numbering Dynamics 365 V9
  • 26. Microsoft Dynamics 365 User Group Admin API • Backup • Restore • Statuses • Instance Type • Languages • Templates • Anything you can do with Dynamics Admin Centre! Dynamics 365 V9
  • 27. Microsoft Dynamics 365 User Group Deprecations • Dynamics 365 for Outlook is deprecated (now Dynamics 365 App for Outlook) • Service Scheduling is deprecated (now Unified Resource Scheduling solution) - look to move • Dialogs are deprecated (replaced with Mobile Task Flows and Business Process Flows) – more enhancements on the way to make things easier to migrate • Parature Knowledgebase is deprecated (now inbuilt KB) • Project Service Finder app deprecated (will be in Project Service app) • Contract, Contract Line Items, Contract Template entities are deprecated (replaced with entitlements in Customer Service) • Standard SLAs are deprecated (moving to Enhanced SLAs) • Relationship Roles are deprecated (moving to Connection Roles) • Mail Merge deprecated (replaced with Word And Excel Templates introduced in 2016) • Announcements are deprecated (to be addressed in future major release) Dynamics 365 V9
  • 28. Microsoft Dynamics 365 User Group Client APIs deprecated (just the highlights) • Xrm.Page replaced with executionContext.getFormContext and globalContext) • New triggers • addOnKeyPress • removeOnKeyPress • showAutoComplete • hideAutoComplete Dynamics 365 V9
  • 29. Microsoft Dynamics 365 User Group When Can I Get it? Right now for New Trials. https://www.microsoft.com/en-us/dynamics/free-crm-trial.aspx Upgrade Release has been delayed (Q4 2017) For more information: 365lyf.com Live business Thanks for listening! Dynamics 365 V9.0
  • 30. Microsoft Dynamics 365 User Group ISV Coaching by Microsoft Labs Sam Fernando (Principal Microsoft Solutions Architect – ASG Group)
  • 31. Microsoft Dynamics 365 User Group Coaching by Microsoft Labs • Works similar to context aware help • Reduce one-to-one coaching • Present stage aware info and improve productivity • Taps into Business process flow stages • Present with useful KB articles based on the stage • Works with entities that have KB control configured
  • 33. Microsoft Dynamics 365 User Group Create KB Article with Stage Name Configure Coaching Settings Progress the record Get help for the stage
  • 35. Microsoft Dynamics 365 User Group Just One Tip Editable Grids Neeraj Kapoor – ASG Group
  • 36. Microsoft Dynamics 365 User Group CRM views and updating records
  • 37. Microsoft Dynamics 365 User Group Life before Editable Grids 1-2 Minutes Time consuming In order to update a record, user had to find a record, click and open a record, update fields, save and finally go back to the entity view to work on another record. For an average call center agent with around 100 calls a day, that’s about 200 minutes of data entry work. Find a record Click and open Update fields Save Close and back
  • 38. Microsoft Dynamics 365 User Group SAVE Time, edit MULTIPLE records On-the-go 10-15 Sec Much more efficient and effective Editable grids provides end user with an effective and efficient way of updating records Multiple records can be updated within just few seconds. Imagine how much would that save for a busy call center.
  • 39. Microsoft Dynamics 365 User Group Group Multiple Records
  • 40. Microsoft Dynamics 365 User Group Types of editable fields Below types of fields have inline editable grid capabilities: 1. Single line of text 2. Date and Time 3. Option Set 4. Whole Number 5. Decimal 6. Floating Point Number 7. Two Options 8. Lookup Below types of fields are read only in editable grid: 1. Customer 2. Rollup Fields 3. Calculated Fields 4. Composite Fields 5. Status and Status Reason Fields
  • 41. Microsoft Dynamics 365 User Group Steps to configure 01 Go to Settings >Customizations->Entity By default, user will see read only grids 02 Add control and select editable grids 03 Select Editable Grid option for web, phone and tablet
  • 42. Microsoft Dynamics 365 User Group Q&A
  • 43. Microsoft Dynamics 365 User Group Nominations for Committee Members 2018 Next Month Topic (Nov – TBD)

Editor's Notes

  1. Try to remain on schedule.
  2. 8:35
  3. * First Previewed in July 2017
  4. Removal of unneeded whitespace Improved Visual Hierarchy (page and panel header colors can be customised) Use of standardised fonts (more consistency) More intuitive use of Tabs, Buttons, Input Fields Label wrapping (admin controllable through system settings) Three new standard themes (CRM Blue, CRM Default, CRM Orange) Advanced Find (now has NOT IN or Does not contain data)?
  5. Site Map Editing: Set an interactive dashboard as default dashboard Cut copy past sitemap components Support for security privileges within app subareas Inline editing support (hover over component to reveal pencil)
  6. New navigation Quickly navigate to different areas in the system (sales, service, marketing and more) Quick access to recently viewed records and pinned favourites. Take action on record without opening record (e.g. more button, delete, reassign and close). Iframe and web resource support (add web resources in forms and dashboards)
  7. 9:10
  8. Integrated interface. Connect icon on any screen.
  9. * Group messaging. Link files, attach files.
  10. 9:20