Listen to our latest Dynamics 365 update in full

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Title

Content

1

Fall 2016 release update – what’s new in Sales

Relationship Insights – combine Dynamics 365 with Office 365 and Outlook to identify contact trends – eg ‘these people react best to marketing emails at 9am on Monday, these guys at 5pm on Tuesday’ etc

Partner Hub – shared portal for publishing/sharing info with individual customers

Unified Business Processes – a much more visual way of building end-to-end business best practice

Gamification – across service, sales and a nice way to help user adoption (when used thoughtfully)

2

Fall 2016 release update – what’s new in Customer Service

Much improved analytics and customer insights embedded in CRM, Dynamics 365 and the broader Azure ecosystem

Business Process configuration wizard –

Learning path and gamification – help staff find what they need, quickly, and encourage best practice behaviour by gaming rewards

3

Fall 2016 release update – what’s new in Field Service

The Field One product acquisition is now fully integrated and easy to set trials up

Connected Field Service – leveraging IoT sensors to further improve service efficiency

Some good Connected Field Service case studies

Resource Scheduling Optimization – great additional tool to manage expensive resources including people

Scheduling Unification – a Resource is now across all project and service functions, where previously there had been different types of resource in different areas.

Customer Communications – using things like Glympse www.glympse.com/ where customers can see where the scheduled technician is and what time he will arrive

Empowered Maps – enable staff like service engineers to easily see turn-by-turn routes, plus helping you identify which nearby resources with the right skills are able to get to the customer before a critical time limit is passed

4

Fall 2016 release update – what’s new in Project Service Automation

Microsoft Project client integration with Project Service Automation.  Bidirectional, so you can create your high level project work breakdown structure in Dynamics 365 the export it into Project and start using it, or have a PM create the detail plan in Project, and import it into Dynamics 365.

Scheduling Unification – a Resource is now across all project and service functions, where previously there had been different types of resource in different areas.

Exchange Booking Integration

Unified Contracts and Billing with Field Service – forecasting actuals for reconciliation with the finance parts of Dynamics 365.  You can now take leads right through to cash all within Dynamics 365.

Collaborative Portals – give shared insight to partners, customers, third party advisors etc

5

Fall 2016 release update – what’s new in App Extensibility

Visual Process Designer – leading the way in interactive design, splitting out decisions, hiding fields, workflows, areas that used to take lots of java script, etc. 

Editable Grids – at last after 9 years :).  Now on web and mobile at same time.

Scheduling Unification – a Resource is now across all project and service functions, where previously there had been different types of resource in different areas.

Data Warehouse, Backup and Restore – much more access to SQL where it counts via the Data Export Service which is available via AppSource.  This enables you to choose which data sources you want to export and creates a separate data source in Azure for use in external purposes like Data Warehouses etc.

6

Fall 2016 release update – what’s new in Operations

Country Specific capabilities

PowerBI Content Pack

Cost Accounting

US Payroll

Product Recommendation – Azure solution

Advanced in-store Warehouse support

Retail Scale Unit

IoS and Android support

Embedded PowerBI: NOTE we will be providing a focussed seminar on this subject in the near future

Easy to Design Mobile Experiences

Data Migration for AX2009

7

Fall 2016 release update – what’s new in Cloud Servicing

Key Vault – better encryption and management of the encryption keys

Automated Disaster Recovery

Monitoring

Data Center Support – including special provisions for the Canadian Market

8

PowerApps, Flow etc to Build Your Own…..

Flow is the answer.  What is the question?

Connectors to external sources – Google, Twitter, Sendgrid, and may others via almost codeless connection

Business Application Platform – building modern solutions, fast

9

Dynamics 365 Adaptability

Common Data Service, PowerApps, Microsoft Flow

10

Dynamics 365 Key investment areas 2017

User Experience

Customer Insights

Linked In integration (leveraging the $26bn investment that Microsoft made :))

Dynamics 365 Business Edition that can be provided at scale

Extensible and Scalable application platform