The July 2017 release of Dynamics 365 includes user experience enhancements, a unified interface, and improvements to the extensibility and app platform. Key updates feature a refreshed user interface, enhancements in the customer service hub, and new functionalities in the Outlook and mobile apps. The release also introduces virtual entities, enabling access to external data without storing it in CRM.

1. Dynamics 365: July 2017 Release
Customer Updates
By –
Priyesh Wagh

2. Topics to be covered
• User Experience Enhancements in web apps
• User interface refresh
• Advanced Find Change
• Unified Interface
• Extensibility and app platform
• Virtual Entities
• Customer Service Hub
• New and improved business process flows
• Outlook app
• Dynamics 365 mobile app

3. User Experience Enhancements
• Visually refreshed
• Consistent across all web apps –
• Sales
• Customer Service
• Field Service
• Project Service Automation

4. User Interface Refresh
• Now data grouped in easy-to-read containers
• Removal of unneeded white spaces
• Empty spaces have useful messages
• Text wrapping for field labels
• Color of the sub-grid at form level.

5. Unified Interface
Unified Interface is a major update coming to D365!
No just visual – consistency and performance.
DEMO

6. Unified Interface

7. Advanced Find change
• NOT IN operator on Entity.

8. Extensibility and App Platform
• Business users can design apps using UI.
• My Apps landing page improved. Better search.
• App Designer –
• Create from existing solution or quickly create.
• Easy drag-drop components.
• Chose client type – Web / Unified.
• Design SiteMap for the same.
• Search Canvas – Search for components to be added in the App.

9. Extensibility and App Platform
DEMO

10. Virtual Entities
• Virtual Entities is a superb feature! Access data in CRM without
storing it in CRM.
• Connects to external data sources
• Create entities in CRM just like you create any other entity.
• System Administrators/Configurators can perform this.
• Organization owned and no row-level security
• Data can’t be updated.
• Doesn’t support – Business Process Flows, Workflows.

11. Customer Service Hub
• CSH is a replacement to Interactive Service Hub
• Interactive Dashboards
• Dock stages
• Creating Rich Email – yet to be available.

12. Improved Business Process Flow
• Dock Stages
• Business Process Flows as entities in D365.
• Step Action

13. Outlook App
• Uses Unified Interface
• View List Items

14. Outlook App
• SiteMap –
• Favorites and Recent records

15. Outlook App
• Detailed Record View –
• Navigate into each record

16. Outlook App
• Relevance Search –

17. Dynamics 365 mobile app
• No need to download a separate app.
• New navigation
• Take action on record
• Support for iFrame and Web Resources.
• Continuum support for Windows Phone.
• Getting offline faster

18. Next in this series…
• 20th September
• What’s New for Developers
• 27th September
• Customer Insights

19. Thank you!