Extensible Platform Microsoft Dynamics 365

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Presentation transcript:

Extensible Platform Microsoft Dynamics 365 Eric Boocock Director Product Marketing

Session objectives This session will cover… Inner Circle Summit 2015 8/23/2018 4:10 PM Session objectives This session will cover… What’s new in application extensibility Introduce new extensibility scenario with PowerApps and the Common Data Model “CDM” Leaving today, you should be able to… Understand the new application extensibility investments in Dynamics 365 Understand the new opportunity to build composite LOB apps PowerApps and the CDM © 2015 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

What’s new in App Extensibility Sales, Customer Service, Field Service, Project Services Automation Visual process designer Easy to use designer for automation and composition that provides intelligence and insights. Editable grids Complete in-grid and sub-grid editing in both the Web and Mobile with portable business logic. Scheduling Unification Schedule Sales and Service to leverage scarce resources and skillsets across multiple modes of service in an Everything-as-a-service world. Data Warehouse & Backup and restore Data replication to Azure SQL for enterprise reporting requirements & perform your own CRM backup’s and restores to meet business data recovery plans. 1. Visual Process designer; With visual process designer we are delivering a drag-and-drop visual designer that will be an easy to use designer for automation and composition that provides intelligence and insights. For Business Process Flows, the Process Designer enables composition scenarios with Workflows that can be configured to be automatically executed on certain events to manipulate data or other processes. For Task Flows, it allows the visual modelling of the flow structure and integration with Portable Business Logic. This will increase collaboration as organization can run multiple business process against the same record. Processes include full security support meaning processes are only available to approved roles, enabling information security scenarios. Process record also become externally available through the SDK for custom applications such as PowerApps and PowerBI. Business recommendations are rule-based, action driven insights that can be defined by Key users or Business Analysts through the us of portable business logic and it helps guide users using the process to take the correct next step. 2. Editable Grids; One of our highly requested features is being launched in this release of CRM. We are now offering editable grids in both the Web Client and Mobile App. In this release we will support a complete in-grid editing experience at the entity or sub-grid level. Editable grids will support column groupings, filtering, sorting, pagination, hierarchical views and calculated fields. Users will be able to navigate with either the mouse or keyboard and let’s not forget the number of “clicks” this is going to reduce for our community! Last but not least we are also creating a configuration experience so any customer, ISV or partner can leverage for their extensions. 3. Scheduling Unification: One continuous set of experiences in order to bring together the scheduling experiences. This allows organizations to leverage scarce resources and skillsets across multiple modes of service in an Everything-as-a-service world. For example you can assign resources to various representations of work including cases, work orders, and project. 4. Data Warehouse: Dynamics CRM Online now supports data replication to Azure SQL Servers which opens a huge window of opportunity for advanced data warehouse requirements. Enterprise reporting requirements are now easily met. 5. Backup and Restore: As we continue to invest in the trusted cloud we are now offering our CRM online customers the ability to perform their own CRM backup’s and restores to meet their business data recovery plans. This scenario provides customers the ability to backup the CRM database to Azure storage using Hypernet (not the public internet) which means we offer a secure transfer of the data. Another unique feature this brings to the table is the ability to download and connect your backup to an On-Premise environment. We see several potential scenario’s our customers will utilize this scenario for, one of them being a local developer experience.

What’s new in App Extensibility Operations Key Vault Customer stores and manages keys to business application data and provide these to anyone that would like to access. Automated Disaster Recovery Automate disaster recovery and increase in service level with Azure Site Recovery (ASR). Monitoring Onboarding service health and entity store monitoring. Data migration for Dynamics AX 2009 Data migration tool set to migrate data from Dynamics AX 2009 implementations to Dynamics 365 for Operations. (Migration tools for AX2012 to Dynamics 365 for Operations planned for Q1 2017) Security improvements using Key Vault ASR – business continuity

Adaptability of business processes DYNAMICS 365 BUSINESS APPS PURPOSE BUILT APP FOR MY TEAM 3rd PARTY APPS Sales Customer Service Custom Apps by PowerApps Operations Operations Field Service PRODUCTIVITY APPS & DASHBOARDS Microsoft AppSource Compose Workflow by Microsoft Flow Project Service Automation Business Processes Business Processes Business Processes Business Processes Business Processes Business Processes Other data sources Data Data Data Data Common Data Model Common Navigation

PowerApp demo Meeting prep app

Key resources Additional blitz sessions Post-blitz learning series 8/23/2018 4:10 PM Key resources Additional blitz sessions Microsoft Dynamics 365 Sales Customer Service Field Service Project Service Automation Monetization Post-blitz learning series Infopedia and PartnerSource Help and training Dynamics YouTube channel © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Go-dos Continue configuring and extending Dynamics 365 apps to meet customer requirements Learn more about PowerApps, the CDM and Microsoft Flow Consider PowerApps to enable unique customer scenarios and business processes that are not native to Dynamics 365 Leverage TDM BOM assets on Infopedia Tell the One Microsoft story Be a Microsoft Dynamics 365 evangelist

8/23/2018 4:10 PM Thank you © Microsoft Corporation. All rights reserved.

8/23/2018 4:10 PM © Microsoft Corporation. All rights reserved.