This document summarizes an agenda for a Microsoft Dynamics 365 User Group meeting. The meeting will include presentations on new features in Dynamics 365 version 9 like the refreshed web interface, unified interface, app designer, and mobile app. There will also be discussions on Microsoft Flow integration, multi-select options, virtual entities, scalable vector graphics icons, auto numbering, and the admin API. The agenda includes times for registration, presentations, Q&A, and nominations for new committee members for 2018.

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

7. Microsoft Dynamics 365 User Group

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

32. Microsoft Dynamics 365 User Group

33. Microsoft Dynamics 365 User Group
Create KB Article
with Stage Name
Configure
Coaching
Settings
Progress the
record
Get help for
the stage

34. Microsoft Dynamics 365 User Group

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)