July update for Dynamics 365: Round up from SeeLogic
July sees the release of Dynamics 365 Version 9.0 and with it, a host of great new functionality. With such a comprehensive system, there are many updates you may not be aware of, in this article we bring you our round -up of top highlights to look out for. If you are not currently using Dynamics 365 and are interested in finding out more, please contact us to arrange a demonstration or trial.
July release highlights:
There is now a unified client experience between the mobile website and Mobile App. So, it’s now the same experience across all platforms and even when you are using mobile off-line. This will provide users with a seamless experience, no matter which device or entry point.
Enhanced User Interface
Following feedback from users, Microsoft has enhanced the appearance User Interface (UI) and the User Experience (UX). Users of previous versions commented that there was too much white space, there was no ability to wrap long text labels, header text was often cut and there was a non-intuitive input control. In terms of experience, users felt there was a missing visual hierarchy, inconsistent columns and inconstant fonts. Microsoft took heed of these comments and for July has greatly improved UI and UX.
The latest version for July features:
Screenshot of new Dynamics 365 UI
Activity Timeline – New Feature!
Activity Timeline combines activities such as custom activities, posts and notes into a single view. It replaces the Social Pane wall on Interactive Service Hub (ISH). The new Activity Timeline enables users to change the sorting order of activities, it allows users to hide specific notes or posts from a feed and enables users to customise the phone call task form.
Examples of legacy and new activity timeline feature
Customer Service Hub
The Customer Service Hub replaces the Interactive Service Hub. This replacement is Grade-C compliant for accessibility and features design and publish as a role-based app for UI. The configuration enables access to Customer Service web client and UI apps. As well as ensuring Service management & Admin experiences are supported in web client.
The benefits of the replacement from ISH include:
Customer Insights with LinkedIn
After the landmark purchase of LinkedIn by Microsoft last year, we are now seeing the benefits of this exciting partnership. Sales Navigator embeds contextual widgets in Dynamics 365. This enables social selling with context from Dynamics 365.
Through these functions you can achieve integrated engagement:
To read more on this exciting and innovative release, please read the full article here
Dynamics 365 App for Outlook – Enhancements to Pinning
This enhanced feature for July will improve user experience for Pinning. One click set has improved Performance MRU & Pinned Records Appoints. Contacts feature is improved with the ability to track and view Dynamics 365 information. Dynamics 365 information can now be shown for multiple recipients with all its details. This all due thanks to enhanced recipient resolution.
MultiSelect Option Sets
You will now be able to configure and create Multiselect Option Set in an attribute or field. Microsoft is currently working to make MultiSelect Option Sets work on editable grids available for July release. There will no longer be any restrictions on the amount of values that can put in the Option Set however, there will be a restriction on the total number of selection values.
Screen shot of new MultiSelect Option Set
Integration between each of the solutions continues to evolve. The progression with this release includes enhanced:
An audit trial of changes to documents is hugely important when you have multiple users accessing and editing your business documentation. As well as managing version control to avoid errors and keep a record of version history, it is becoming more and more crucial to be able to provide consumers with details of how their records are being maintained and processed. This is particularly pertinent with arrival of GDPR in May 2018.
Audit logging within Dynamics 365 is being enhanced for July in the following ways:
Screenshot of enhancements to Audit Log
Customer Insights – July refresh
July will see enhancements to Customer Insights functionality with development of Customer 360. This will provide a detailed usage drill-down to showcase how users engage with the system or how customers interact with the solution.
Customer 360 enhancements will provide:
Screenshot of new Customer Insights usage drill-drown function
Customer Insights July refresh will enhance the data inflow from Dynamics 365, Azure Storage, Exchange Online and Microsoft Social Engagements and the Insights Outflow to Azure Storage, Power BI and Segment export. This functionality will mean combining data sets for a complete 360 view of the customer and the customer journey is achievable and actionable.
A breakdown of enhancements includes:
Customer 360 Enhancementsincluding Relationships, Relationship KPIs and Session Interactions
Predictive MatchMatch activities or profiles with customers using contextual info and inferred links and relationships between your data
Predictive ScoringPredict and business outcome with advanced ML & AI. Plan efficient follow-ups with grading
SegmentationIdentify the right audience for your customers. Utilise the complete customer journey to create segments and cohorts
End of Life features
As part pf the continual development process, Microsoft has identified features that are becoming irrelevant and are therefore, being phased out. Here is a list of deprecation happening in July:
Do you have ideas or feedback?
Microsoft aims to help every organisation achieve digital transformation. Part of this mission includes transforming their own solutions based on user feedback. As with the case of Activity Timeline, user feedback is often made a reality. If you’d like to feed into the development of Dynamics 365, visit https://crmideas.dynamics.com and have your say.
All images and screenshots reproduced from Microsoft presentation by Greg Olsen “July Updates”