Category: Dynamics 365
[Infographic + Video] A Graphical Overview of Microsoft’s Dynamics 365 2019 Wave 2 Release
Microsoft recently unveiled the release plan for the Dynamics 365 2019 Wave 2 release. This plan, effective from October 2019 to March 2020, disclosed all new features coming to the Microsoft’s Dynamics 365 and Power Platform.
You can go through the 350-page plan released by Microsoft if you have time, but we did the groundwork for you. We hand-picked 7 best features in the Dynamics 365 2019 Wave 2 release and turned them into this infographic video.
In a nutshell, these are the 7 best picks from Dynamics 365 2019 Wave 2 Release:
- AI Capabilities in Reporting
- Chatbot Integration with D365
- Email Communication in D365 for Sales
- A/B Testing in D365 for Marketing
- AI Builder in Power Platforms
- Blockchain in Power Platforms
- PowerApps Portal
Now that you know what major updates and features unfolded in Wave 2 release, do let us know which one you are most excited for.
We will be writing more about the exciting features planned in the Wave 2 release in the upcoming posts. Stay tuned!
7 Best Picks from Dynamics 365 2019 Wave 2 Release
Microsoft announced its Wave 2 product release plan for Dynamics 365 and Power Platforms on June 10. The Wave 2 plan is set to roll out from October 2019 to March 2020. As a part of this, Microsoft is highlighting new AI capabilities.
We will be breaking down the updates in a series of blog posts, meanwhile, we have highlighted 7 best picks from the Wave 2 release plan in this blog.
AI capabilities in Reporting Tools
Microsoft’s business intelligence and reporting tool Power BI is getting new AI capabilities in the next release. With the AI capabilities users can now be offered “actionable insights” to aid innovation, efficiency improvements, and business decisions.
There is also significant update in Power BI’s natural language capabilities. With this new feature, you can now train and improve your Q&A so it understands and adapts to natural language to improve accuracy and overall speed.
It’s now also powerful enough to spot words in images and decipher hand written text using the likes of OCR – increasing the sources of data it can use.
Chatbot Integration with Customer Service
This new feature uses artificial intelligence to configure powerful bots in Dynamics 365 Virtual Agent for Customer Service. With the introduction of this feature, your customer service agents will be able to automate routine conversation to chatbots, letting the agents focus on other important interactions.
It integrates Chatbots with customer service agents, which allows the virtual agents to route the conversation to customer service agents if it can’t handle the queries. The virtual agent provides complete context to your customer service agents by displaying the whole transcript of the conversation to date.
It is easy and rapid to deploy using a no-code, guided graphical UI and can be embedded in a website within just a few clicks. With artificial intelligence and simplified configuration, Microsoft expects this new feature to improve both the customer service efficiency, quality and overall customer experience.
Improving email communication via Dynamic 365 for Sales
Email communication is now a core tool for a busy sales team. Dynamics can now both aid efficiency and bolster email quality. Within Dynamic 365 for Sales, your sales team can now compose emails, draft email with the context of the record you are working on, navigate between records, and draft multiple emails at the same time.
A new rich text editor feature is added in D365 for Sales, which overlays an email composition screen on top of the existing form, allowing your salespeople to compose an email without having to navigate away from the screen they are on. They will also be able to add attachments and preview the content before sending them.
Another additional feature — the non-blocking window feature –will give you all the relevant content at a glance, while you compose your email. This will help your salespeople to compose more thoughtful emails and help them stay on the top of their emails.
A/B testing in Dynamics 365 for Marketing
Since its inception in April 2018, Dynamics 365 for Marketing is growing from strength to strength and turning into a one-stop solution for all the marketing activities. As the marketing process is getting more and more sophisticated, Dynamics 365 for Marketing is adding more capabilities to it with each passing product updates.
One of the features to look forward in the Wave 2 release is the introduction of A/B testing; that is testing several variations of your email designs to gauge which will produce the best results. Once you create multiple version of email designs, the system automatically segments your email list and sends a different version of the message to each group. This would allow you to understand which email works best for your targeted group.
AI Builder in Apps and Automation Processes
One of the most interesting features to look forward this October is the AI Builder for PowerApps and Flow. This upcoming brand-new feature includes a no-code capability that helps leverage the power of AI and machine learning to make your apps and automation process smarter and more intelligent.
With this, AI can be added without the need for costly programming or data science. AI can be added directly into PowerApps and Microsoft Flow simply and cost effectively.
For example, business card reader capabilities can be integrated in PowerApps. This feature can scan a business card and extract the information directly to your marketing or any other list. Emails can then be automatically sent to the Lead.
Blockchain in Power Platforms
The addition of Blockchain capabilities in Power Platforms is a significant milestone of the Wave 2 updates. In simplest terms, Blockchain is a secure, shared, distributed transaction ledger database that decentralises data, eliminates the need for trusted third parties, and enables the anonymous exchange of digital assets like those used in cryptocurrencies.
Blockchain technology can be used to bring transparency to your business processes across your multiple business partners. Microsoft was quick to introduce the Azure Blockchain development kit for Ethereum blockchain back in May. Its addition will assist developers in creating an app using Blockchain-as-a-service platform.
Now with this impending update, using Blockchain is easier than ever with the ability to write low-code applications through Power Platforms. Applications can be built that can easily create verifiable workflows that pull data from every point in the business process across the value chain.
PowerApps Portal
With this brand-new feature, you can create a new type of app called ‘Portal’ to build a fully responsive and low-code website through PowerApps. On the top of that, this feature will allow you to share the website to external users like your customers, partners, vendors, etc. who can sign in with a wide variety of identities, or even browse the website anonymously.
You can also integrate PowerApps Portals with other Microsoft service like Power BI embed, Microsoft Flow, SharePoint, and Azure Application Insights to enhance your portal with rich content and provide a more personalised experience to your customers. You will get full capabilities of Dynamics 365 for Customer Engagement Portal with this feature within PowerApps.
Release Dates
Admins will gain early access to test the new features on August 2. While the general availability for the 2019 Wave 2 Release will see new features being rolled out starting from October through to March 2020.
What’s Next
We highlighted 7 interesting and anticipated features in this blog post, but there are lots more to it. We will write about the new features in each application areas in the coming weeks and as new releases are available for preview.
In the meantime, if you would like to find out how you can take advantage of the latest updates within your organisation, contact us today for a no-obligation consultation on 01296 328 689. Or email us at info@seelogic.co.uk.
[Infographic] Dynamics 365 April 2019 Updates
The Dynamics 365 April 2019 updates is almost here. This was Microsoft’s first update of the year that brings plenty of interesting features and capabilities to all of its D365 and power platforms. As a Microsoft partner, we were one of the few companies to learn the updates beforehand which allows us to help our clients deploy the new updates.
If you have any questions in the meantime regarding April update, just call our friendly team on 01296 328689. Our team will be more than pleased to discuss these with you.
If you want to learn about the other D365 related updates, follow the links below:
- What’s New in Dynamics 365 for Customer Service April 2019 Release
- What’s New in Dynamics 365 for Field Service April 2019 Release
- What’s New in Dynamics 365 for Marketing April 2019 Release
- What’s New in Dynamics 365 for Sales April 2019 Release
- What’s New in PowerApps April 2019 Release
- How to deploy Dynamics 365 April 2019 Release
In this infographic blog, we have summarised the latest updates in a graphical form.
Dynamics 365 April 2019 Update and What You Need to Know
Microsoft has published April 2019 release notes, a 315-page document that consists of the announcement of new features and enhancements for Dynamics 365 and Power Platforms. The new update which is set to be released between April and September 2019 is Microsoft’s continuous investment in capabilities to power digital transformation, from improving customer experience to modernising Dynamics 365 with AI-powered capabilities.
This first update of the year (second will be announced in October) describes how major product updates will be rolled out to all the Dynamics 365 and Power Platform apps. While the product updates mentioned in the release notes are not available yet, previews will be available starting from February 2019. Once the previews are available, Microsoft will provide a sandbox environment to Dynamics 365 users to help them explore and test features before the updates are deployed to production in April.
Although tons of product updates and enhancements are planned, this blog looks to provide an overview of the major product updates along with key release dates for each of the announced features in this blog. We will publish specific product-focused blogs in our upcoming posts.
What’s new for Dynamics 365 for Sales
For the April 2019 updates, Microsoft has focused mostly on customer relationship and quotation capabilities. With the new update, users can leverage the power of Dynamics 365, LinkedIn and Office 365 to build deeper customer relationships. According to the release notes, sales professionals will receive recommended content and notes through the sales playbook when working on an opportunity. This new feature will help the sales professionals to ensure that they are using the right content in the right context.
Another interesting feature is the configure-price-quote (CPQ) capability that will help sales professionals in putting together the right product solution and quote the solution to customers. This is a feature that is often requested by our customers, so we are delighted that this solution is being built into the product as standard. Dynamics 365 for Sales partners with the best CPQ solution providers to deliver deep product integration with Dynamics 365 for Sales. This enables the salespeople to quickly identify the right configuration of products that fit their customer’s needs and provide them with accurate quotes.
What’s new for Dynamics 365 for Marketing
The April 2019 release for Dynamics 365 for Marketing lights up new intelligent scenarios and enhanced extensibility capabilities so customers and partners can tailor the application to specific needs.
With the new extensibility capabilities, users can build a customer journey programmatically and modify its properties as needed — or build a new segment based on any existing segment. Users can also control entity lifecycles, such as starting, stopping, or editing a journey.
Website personalization is another interesting feature that will be rolled out in April 2019 update. Users can now personalize their landing pages for each prospect based on their attributes and past behavior. There will also be improved features in social marketing capabilities beyond its existing social insights and analytics.
What’s new for Dynamics 365 for Customer Service
The April 2019 release for Dynamics 365 for Customer Service will have plenty of new exciting features ranging from increasing channel flexibility to customers to improvement in case management and knowledge management.
- Key enhancements will be made in knowledgebase authoring and analytics experience.
- Knowledgebase admins can create knowledgebase templates for common scenarios like FAQs and how-to articles.
- Knowledgebase authors can leverage these templates to quickly create standardized articles.
- Knowledge management analytics can identify usage and respond to gaps in the knowledgebase.
- Knowledge managers will be able to analyze effective and ineffective searches and take appropriate action.
There is also an enhancement for Omni-channel Engagement Hub. Microsoft released the Hub in preview in the October 2018 release, while this feature will be generally available in the upcoming release. Omni-channel Engagement Hub is a customizable, high-productivity app built on the Unified Service Desk (USD) for agents working on multiple channels.
What’s new for Dynamics 365 for Field Service
In the October 2018 release, integration with Azure IoT Central was introduced to enable the flow of IoT information between IoT Central and Field Service. Azure IoT, which is a SaaS solution to connect, monitor, and manage IoT assets, allows users to create rules to identify conditions or events that require service action. Those come into Field Service as ‘IoT alerts’ and can be tracked and monitored in Field Service.
Now the April 2019 release is set to include the next level of integration with IoT Central to be fully embedded within the Field Service application. The flow of alerts can now be managed through cases and work can be defined based on the details of the alert.
There will also be major enhancements in scheduling capabilities. The October 2018 release brought single resource optimisation that helped organisations to quickly optimise the schedule for a selected resource. In the upcoming release, variable resource location will enable resources to work from different areas and have schedules reflect that shift in resources.
What’s new for Dynamics 365 Portal
In October 2018 release, Microsoft put its effort into making Dynamics 365 Portal an external customer facing platform for all Dynamics 365 applications. In this upcoming release, Microsoft continues to take further steps in realising that vision.
There will be enhancements to portal diagnostics tool that allows users to quickly resolve common issues and reduce the amount of time spent on diagnosing issues. The new release will also provide added support for Power BI integration which enables customers to access Power BI dashboards and reports to users who don’t have a Power BI account.
What’s new for the Power Platform
The April 2019 release will provide major improvements to help app makers build high-quality apps with more ease. This upcoming release will focus not only on introducing new capabilities but also on simplifying the existing features to increase productivity for app makers.
Some of the major updates will focus on providing a better platform for administrators, a unified interface for everyone, and more enhanced platform capabilities.
For app makers, PowerApps will introduce capabilities for reusable components, formula, and error handling improvements, and experience improvements to help them simplify their app building experience. Canvas apps will also introduce capabilities in working with the Common Data Service for Apps to simplify working with data and more advanced relationship concepts.
Key Dates:
February 1:
Preview available; admins will be able to opt-in for the April 2019 preview.
February 21:
Release notes updates; Microsoft will update the release updates with more details about the features.
April 2:
Virtual launch event; Microsoft’s product leaders will preview the new features.
April 5:
General availability; Microsoft will start a region-by-region deployment cadence to enable release features across its global customer base.
Overview of Dynamics 365 for Customer Service — October 2018 Release
As part of our Dynamics 356 October 2018 updates series, we have published 10 Best Picks from Dynamics 365 and Dynamics 365 for Sales in our previous posts. In this blog, we’ll now look at what new capabilities Microsoft is bringing in the for Dynamics 365 for customer service app.
Service Scheduling
The new service scheduling solution is built on Universal Resource Scheduling (URS) in Dynamics 365 for Project Automation and Field Service. It allows the customer service team to view and schedule resources to service activities by considering the availability of employees, facilities, and equipment.
The URS functionality includes a Schedule Board that allows users to Filter View, Resource search, Resource sorting, and hours/day/week/month view of service activities.
Customer Service Admin Settings
In the October 2018 release, Service Management will move into the Customer Service Hub and will be accessible through the sitemap.
Using the Unified Interface, Customer Service managers will have the ability to configure and manage customer service tasks such as configuring public or private queues, setting up parent-child case settings, configuring routing rules, configuring automatic record creation and update rules, and setting up service level agreements (SLAs), along with other capabilities.
Suggest Similar Cases
With the use of Microsoft Text Analytics APIs and case information across various entity records, Similar Cases will be able to help customer service representatives find appropriate answers while reducing average handling time.
A new Similar Cases grid, which is expected to be added in December 2018, will dynamically list completed cases that match characteristics and keywords from the latest case record. This new function will also be able to suggest contextual knowledge articles to customer service agents to help them resolve cases faster.
Relevance Search for knowledge management
For the first time, Relevance Search will now be made available in the Customer Service Hub. Knowledge base search will leverage the relevance search to deliver the most relevant knowledge articles and display only the necessary information in the results list allowing agents to find information faster.
The feature also searches notes and attachments of knowledge articles from within a case.
Read related blogs:
Best Picks from The Upcoming Microsoft Dynamics 365 October 2018 Release
Overview of Dynamics 365 for Sales — October 2018 Release
The points mentioned above are some of the major functional updates Microsoft are bringing to Dynamics for Customer Service starting this October. Stay tuned for more blog articles that will highlight the updates in other important Dynamics 365 apps.
If you would like to find out how you can take advantage of the latest Dynamics for Customer Service updates within your organisation, contact us today for a no obligation consultation on 01296 328 689.
Best Picks from The Upcoming Microsoft Dynamics 365 October 2018 Release
Following another jam-packed Inspire Worldwide Conference, we are excited to update you on some of the features to be included in the October 2018 release. Being a Microsoft Silver partner and one of the longest serving Microsoft Dynamics CRM consultancies in the UK, it is our pleasure to share our learnings to our valued readers.
The Inspire Worldwide Conference, which featured some of the most senior Microsoft staffs in the Business Applications, Modern Workplace and Azure product areas, was based around corenotes presentations followed by breakout sessions for the various products and platforms Microsoft offers. The event also featured Microsoft CEO, Satya Nadella, who highlighted the importance of “cloud technologies” and explained how customers can benefit from the new technologies Microsoft are building.
Microsoft Dynamics 365 was one of the core area of focus during the event as it was positioned as the foundation for all business operations. Revealed at the event, Microsoft is preparing to deploy over 90+ major updates to their platform’s 10 core apps, plus further tweaks to supporting services such as Portals and Social Engagement. Since all the updates in one blog post would be overwhelming for you to read, we are breaking down the updates in a series of posts, starting with 10 major highlights.
1. Dynamics 365 AI for Sales
Building upon the Relationship Assistant we have already come to know and love within the Dynamics 365 for Sales App. Microsoft is releasing a new app designed to help sales teams utilise intelligent features like call sentiment analysis, and alerts about the health of the deals and activities, to keep businesses on the top of the customer sales cycle.
AI for Sales, which will be available for preview in the impending October 2018 updates, will use machine learning to deliver data-driven insights to help businesses make more insightful and proactive decisions. The new AI for Sales app also consists of a natural language processing-based Q&A that allows managers to conversationally ask questions and receive reports from the sales data – providing even more productivity benefits and making it easier to access information ‘on the go’.
2. Improved Dynamics 365 Unified Interface
Unified Interface was introduced in Dynamics 365 version 9.0 (previous version) with an aim to provide users a better user experience with a consistent, accessible and uniform user interface across all devices. It was responsively designed to provide an optimal viewing and interaction experience common to all screen size and devices. However, the mobile experience still fell short in comparison to the desktop experience with several features missing.
In response, the upcoming Unified Client Interface updates, will allow users to add controls to the UI for bulk edits, advanced finds, merge records, share records, and running on-demand workflows, which will help users improve performance and usability.
3. Custom Controls in Business Process Flow
Business process flow works as a guide in the form of stages and steps: stages show the process you are in; steps are action items that help you achieve the desired outcome. In short, it is a streamlined user experience defined by a set of stages that end users walk through.
The previous versions of Dynamics 365 only allowed default visualizations for the field type like text boxes, dropdowns and numbers. Thus, a user wasn’t allowed to create custom forms for entities based on business process flow.
However, with the latest release, business process flow steps support custom controls for rich visualisations in the form of sliders, radial knobs, timelines, and LinkedIn controls. Also, this feature is available in both the Unified Interface and the Web Client.
4. LinkedIn Integration
Sales Navigator was connected in the previous release, where LinkedIn widgets provided insights about contacts and companies in the Dymanic interface. However, the scope for customisation was limited and were detached from sales processes. Now with the impending new release, Dynamics 365 applications powered by LinkedIn Insights enhances the LinkedIn Sales Navigator controls by combining it with the power and flexibility of the Dynamics 365 business process flow. Combining LinkedIn Insights to stages of a business process flow allows data driven users to gather information quickly and accurately to drive the process forward.
For example, in the initial stage of a sales process, LinkedIn Sales Insights can gather essential information about companies including size, industry and location as well as information about people; this includes name, company, position, and years of experience. Icebreakers and conversation starter insights can also be leveraged to start a warm engagement.
LinkedIn Insights enhances the LinkedIn Sales Navigator controls by combining it with the power and flexibility of the Dynamics 365 business process flow. Combining LinkedIn Insights to stages of a business process flow allows data-driven users to gather information quickly and accurately to drive the process forward.
5. Power BI Visualisations Embedded in Web Portal
As Dynamics 365 customers may already be aware, a fully-integrated web portal is already included with 5 x full user licenses or the Customer Engagement Plan. We are excited to learn that the latest update brings a lot of new features that will help the users utilise the web portal in a much better way.
One of the interesting updates about the new release is that it allows users to embed Power BI visualisations with the Portal. With Power BI being one of the best business intelligence platforms on market to deliver insights and interactive visualisations of data, this new update can now securely embed Power BI reports and dashboards within portal pages using liquid code.
One major feature about this update is that Portal users without Power BI licenses will still have access to the Power BI content. Also, filter parameters can also be applied to personalize the Power BI content.
6. Microsoft Teams Integration
With more and more organisations leveraging Microsoft Teams as part of their collaboration tool, users will now be able to connect any Dynamics 365 record to a Microsoft Teams channel.
The new integration will also help teams working on a collaborate deal regardless of where they are working from. It will be easier for individual opportunities to be pinned to a Team associated with the prospective deal. Additionally, users can communicate more effectively through persistent chat sessions across the Microsoft Teams and Dynamics 365 records.
7. Social Listening in Dynamics 365 for Marketing App
One of the new features in the Marketing platform is the addition of Social Listening, which allows marketers to add relevant social tags to the customer journey, events, and other entities. Social listening collects data generated from all the social networks and provides valuable insights like how each phrase is mentioned over time, the sentiment associated with each mention, influences mentioning that phrases, and many others.
Users will now be able to view the social media response in a new dashboard for social insights helping them track their marketing initiatives alongside other marketing insights in real-time.
8. Resource Scheduling Optimisation in Field Service
Resource Scheduling Optimisation is an add-on capability in the Dynamics 365 for Field Service application build to automatically schedule work orders by optimizing bookings to the most appropriate resources, while simultaneously optimizing appointment setting for travel time, mileage, and many other constraints.
The new release will have plenty of updates in the Universal Resource Scheduler feature. Users will now gain a lot of flexibility to assign work orders to a group of resources. A new “Crew Scheduling” option will be added, that will group people and other resources together for a defined time. This feature is brought to fix the issue of the previous version, where a group of people wasn’t allowed to be grouped together for a task.
9. Business Application Platform Capabilities
The October 2018 update will combine all the Business Application Platform tools — PowerBI, Flow, PowerApps and Common Data Service — in the same interface to help users trade app activity and usage more easily. For example, the October release will enable Common Data Service (CDS) to combine with PowerApps to model sophisticated business solutions. Combining CDS with PowerApps, a user can create a high productivity point-and-click app which is easily customisable and quick to develop.
These upcoming capabilities, powered by insights and intelligence from data across business systems, will integrate with the business applications people use every day to provide rich and intelligent experiences. This integration will also enable users to extend and customise Dynamics 365 with Office 365 into the users’ environment.
10. Social Engagement
Microsoft Social Engagement is a very powerful app that helps organisations harness the power of the web – social, search, browse — to achieve better sales and marketing results. In the October release, users will be equipped with a lot of new features, fixes, and changes in the Social Engagement platform.
Key improvements include; a new sign-in process to help users get started with the platform; a guided experience when defining search topics and deeper integration with other business applications including Marketing and Sales. Users will now be benefitted with enhanced user guidance experience that will help them quickly learn how to use the app effectively. A new feature that will be added is the “additional languages”. Several additional languages will be added for both the UI as well as for data acquisition.
The latest Dynamics 365 release is just another example of Microsoft’s continual investment into the latest technologies and user experience being released in October. Stay tuned for more blog articles that will highlight the updates in the specific Dynamics 365 apps.
If you would like to find out how you can take advantage of the latest updates within your organisation, contact us today for a no obligation consultation on 01296 328 689.
Event: App in a Day Workshop – 22nd June 2018
We are excited to announce that SeeLogic will be running a free one-day App in a Day workshop at Microsoft’s UK Headquarters in Reading on the 22nd June 2018.
The event is part of a roadshow that sees workshops being delivered by Microsoft PowerApps partners all over the world through May and June 2018.
In the workshop we will be training attendees on how to create custom mobile apps that can be shared within your organisation without writing code by leveraging Microsoft’s Business Application Platform Technologies – PowerApps, Microsoft Flow and the Common Data Service.
After attending the workshop, you will be able to walk away with a cool app and an understanding of how to differentiate yourself within your organisation by using apps that drive productivity and automation for your team.
Emma Waas, SeeLogic’s Head of Sales & Marketing commented;
‘Microsoft PowerApps is a really cool and powerful tool that many Office 365 and Dynamics 365 customers have as part of their subscriptions – often without even knowing it! We’re really looking forward to showcasing what can be achieved, which we hope will open up a whole new world of possibilities to attendees and provide a simple answer to many day-to-day business challenges.’
Event Details:
Date: Jun 22 2018
Time: 9:00 AM – 5:00 PM
City: Reading, UK
The event is open to Microsoft business users. Spaces are limited.
Microsoft is ensuring Dynamics 365 is GDPR ready
On the 25th of May 2018, General Data Protection Regulation (GDPR) will come into effect. Microsoft is committed to ensuring Dynamics 365 is fully compliant, which includes ensuring Microsoft servers are located within the EU.
At the most recent Microsoft Inspire event, held in Washington DC, GDPR and compliance were shown to be a focal point for Microsoft who is working hard towards educating clients on how to become GDPR ready, as well as ensuring they are compliant themselves.
Microsoft has rolled out new contractual commitments to the General Data Protection Regulation, which is hoped to gain customer trust, Microsoft has reiterated its focus on security, privacy, compliance and transparency. The new contractual commitments guarantee you will be able to:
• Respond to requests to correct, amend or delete personal data.
• Detect and report personal data breaches.
• Demonstrate your compliance with the GDPR.
Microsoft is the first global cloud services provider to offer these commitments publicly.
How is Microsoft Dynamics 365 GDPR ready?
Microsoft has designed Dynamics 365 with industry leading security measures and privacy policies to ensure your data is safe and secure in the cloud, which includes the categories of personal data identified by the GDPR.
Regulating who has access to personal data is fundamental to securing your data as data security is a critical requirement of the GDPR. Dynamics 365 allows you to control and manage access to your data in several ways:
Role-based security in Dynamics 365 enables you to group a set of privileges that limit the tasks that can be performed by individual users. This is an important function, especially when people change roles within an organisation.
Record-based security in Dynamics 365 allows you to restrict access to specific records.
Field-level security in Dynamics 365 enables you to moderate access to specific high-impact fields, such as personally identifiable information.
Protecting personal data is also an essential requirement of the GDPR, Dynamics 365 is designed to enhance and optimise the security of your data:
Security Development Life-cycle is a necessary Microsoft process which embeds security requirements into each phase of the development process. Dynamics 365 itself has been built using the Security Development Lifecycle.
Encryption in transit between your devices and our data centres, as well encryption when saved within Microsoft databases, this helps protect your Dynamics 365 data.
How does Microsoft manage privacy?
Privacy is a core priority for Microsoft, they are keen to ensure customers know you are the owner of your data, Microsoft will never mine your data for advertising purposes, and if you ever cancel the service, you can take your data with you. Microsoft sees themselves as the custodian of your data when using Dynamics 365; this means they will only use your data for purposes that are consistent with the service you subscribe to, they also prevent mingling of your data with that of other companies.
Microsoft has gone above and beyond to show how they are GDPR ready; they have in place commitments on security, privacy, security and transparency which puts users minds at ease. Making sure your company is GDPR ready can sometimes be a daunting task. However, Microsoft has introduced some key features within Dynamics 365 to help manage this task.
For full details visit Microsoft trust centre here: https://www.microsoft.com/en-us/trustcenter/default.aspx
Microsoft can only go so far to help your company in becoming GDPR compliant. If you need further advice, SeeLogic offers a range of consultancy services which can help ensure compliance and reduce the risk of fines.
Contact us to find out more.
Dynamics 365 and LinkedIn Sales Navigator Highlights
Watch the first in our deep dive series which explores the latest features and benefits of Dynamics 365. In this edition, we look at the partnership between Dynamics 365 and LinkedIn. In particular, how LinkedIn Sales Navigator has seamless integration with Dynamics 365.
If you would like to know more about Dynamics 365 or would like to view a bespoke demonstration, please contact us on 01296 328 689 or email info@seelogic.co.uk
Microsoft Inspire Day Three Highlights
Microsoft Inspire Day Three – Read the latest highlights here!
Day three round-up:
The sessions on day three focused heavily on global issues such as the forthcoming GDPR and environmental sustainability. It was interesting to note a developing dynamic between large corporations and governments. Is there a space for corporations to fill in the moral ambiguity left behind by some governments? It’s clear that corporations like Microsoft will become increasing global champions and will endeavour to ensure technology is developed to help solve ‘human’ issues. It was a very thought provoking day and certainly made for interesting discussions at network opportunities.
Brad Smith, President, Chief Legal Officer talking data protection
Top 5 takeaways:
All companies need to be aware of GDPR since any personal data held on record must be processed in accordance with that individual’s national rules. The digital business may well have customers from across the globe including EU nationals. For instance, there are many data centres set up in Ireland, within EU governance. Microsoft will release a range of support material for GDPR, please continue to follow us for our digest of material. You can read part one of our GDPR series here
Microsoft is making the biggest change to it’s go-to-market strategy in a decade
Microsoft is supporting business growth by making the transition from Business Edition to Enterprise just one simple click
Microsoft will not support any government going after any client but will support every client from any threat
Financials module just gets better and better… now no longer a cut down product but a full module of Finance and Operations for the same low cost.
Overall theme of the day?
“Day 3 and there is not shortage of buzz especially when the new sales strategy was announced and how it will present a better go to market strategy for companies to work on a more global scale”
Favourite Presentation?
“Political interview explaining how organisations are leading the way for driving change around the globe and not countries. Especially now USA has taken a step back from trying to lead the way globally. Could Mark Zuckerberg be the next US president ?”
Overheard at Inspire Day Three?
Eddie Harford was confused with a rockstar by a member of the LinkedIn photography team. Not sure which one mind… Any guesses are welcome!
SeeLogic MD Eddie Harford or British rockstar? Answers on a postcard…