1. Dynamics 365; What’s new and what’s not
Marius Agur Pedersen
Fredrik Sætre

2. Sales Keep track of your customers and your customer interactions
Define Business Process Flows that supports your sales process
Manage goals and rollup goals
Reporting, now with PowerBI visualizations
Synchronize your contacts, , tasks and appointments
Go mobile, online or offline
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3. Customer Service Define entitlements and SLAs Advanced case management
Queues
Knowledge Base
Routing
Scheduling
Interactive Services Hub
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4. Project Service Automation
Added through Appsource
Handle projects inside MS Dynamics
Resource and billing management
Integration with MS Exchange, consolidated resource management with Field Service and appointments
Integration with Office Project
Templates support
Marius Agur Consulting

5. Field Services
Used to be Field1, bought by Microsoft and is finally streamlined into MS Dynamics
Generally available the last year in EMEA
Schedule multiple items for reoccurrence
Fully integrated with Project Service Automation for scheduling
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6. Connected field service
IOT + CRM = true
Failure/service prediction
Operational overview
Historic events and reporting
Azure IOT Hub, Stream Analytics
Marius Agur Consulting

7. Portal capabilities
Multi-language support, also with Asian localizations (multi-byte chars)
Self-help portal with Knowledge Base integration (with access levels)
Project Service Automation and Field Service integration
Many improvements in the partner portal
Partner collaboration
Recruitment and onboarding
Locator functionality
Deal registration and protection
Marius Agur Consulting

8. Business Apps
Sales, customer service, field service and project automation
Must be activated to be available in the user interface
Displayed apps are a combination of licensing and security roles
Marius Agur Consulting

9. Manage solutions
Microsoft Solutions can be enabled through the Dynamics 365 Administration Center
Traditional solutions, now named Business Apps, are activated here
ISV solutions are available for purchase and download through AppSource
Preview solutions are available from System Settings -> Previews
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10. Dynamics Apps Create your own Dynamics App
Site map designer
Available from Settings, Customizations and Navigation bar
Is a Dynamics customization
Can be included in a solution
Access can be limited to teams
Will be packaged and sold on AppSource
Marius Agur Consulting

11. Voice of the customer Survey solution Azure services back-end
Template support
Responses are stored in MSDYN365
XML import option
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12. PowerApps + Flow
Enables drag-and-drop like creation of applications and integrations
Supports many online services out-of-the-box (including 3rd party)
Support for the Common Data Model
PowerApps are targeted at mobile (phone and tablet) devices
Marius Agur Consulting

13. Editable grids Added as a control in the entity customization
Allows for in-line editing
Supports javascript and business rules
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14. Office 365 groups Shared workspace for collaboration
Discussion
Documents
Notes
Enables both internal and external users to view and contribute
Guest users requires Microsoft account
Connector from O365 to MSDYN365
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15. Dynamics 365 App for Outlook
Combine with Server Side Synchronization
Auto Capture
Analyze inbox directly in Exchange
Relationship assistant provides additional insight
Recommendations on content template, followed s, and delivery scheduling
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16. AppSource https://appsource.microsoft.com Filter by product
Find and try solutions
Find recommended partners
Publish your own solutions
Marius Agur Consulting

17. Coming features Dynamics 365 for phones and tablets
Concurrent business processes (December update)
Data Loader, currently in preview in North America
Financials, also known as Project Madeira. Available in North America
Cognitive services, currently in preview in North America
Marius Agur Consulting