Dynamics 365 administrators will be notified via the O365 Message Center and will receive an email when the Dynamics 365 version 9.0 Update is available. The target to make update scheduling available is January 2018, and the window for processing the scheduled updates is February 2018 – August 2018.
To see the update availability, navigate to the UPDATES tab in the Dynamics 365 Administration Center. Instances that are eligible for upgrade will have a Status of ‘Update available’. From there, customers can schedule their update and book preferred and alternate dates.
Customers can upgrade to version 9.0 from version Dynamics 2016 (8.0), Dynamics 2016 UPD1 (8.1) or Dynamics 365 (8.2). For more information on the update process, see Manage Updates.
Note: The update availability to Dynamics 365, version 9.0 for Dynamics 365 Government and Dynamics 365 Germany is not part of this announcement. The availability of version 9.0 for these customers will be announced at a later date.
Reminder: The Microsoft Dynamics Marketing service will be discontinued effective May 15, 2018. Customers will need to take advance action prior to May 15, 2018, to transition to an alternative solution and continue automating their business marketing activities.
Microsoft is pleased to announce that some customers can get early access to the Public Preview for Microsoft Dynamics 365 for Marketing in select countries and languages (Microsoft field resources, Dynamics 365 MVPs and Microsoft Dynamics Marketing (MDM) customers). An announcement will be made when the preview is available to all customers and partners.
For more details on the new service, Microsoft Dynamics 365 for Marketing, review the training section below.
Portal capabilities version 220.127.116.11 for Microsoft Dynamics 365 is now available. This release includes an updated portal host and updated solution packages (new solution packages will be available after portal host upgrades have been completed globally). The portal host will automatically be updated by Microsoft, but action must be taken by your organization to upgrade the solution packages.
This update resolves the following issues:
· Added a new error message for password confirmation screen when attempting to send email fails due to contact email preference being disabled.
· Case timelines would display encoded html tags for emails that have originated from within Dynamics 365 making them difficult to read.
· Deactivated forum threads appear on the portal.
· External Web Links in navigation may redirect to the home page instead of the intended external URL.
· Fields that are using DateOnly behavior may not display the correct date on entity lists.
· Increased cache performance of knowledge articles in portal.
· Portal may experience an error when uploading a file that is larger than the configured maximum size instead of displaying the configured file size error text.
For more information, review this support article.
Microsoft Social Engagement 2017 Update 1.11 is ready for release in December 2017.
New and updated features include:
Resolved issues include:
For more information, review What’s new in Microsoft Social Engagement 2017 Update 1.
Voice of the Customer for Dynamics 365 (9.0.823.1 - 9.0.959.8) is live on all Geos. This version of Voice of the Customer is compatible with Dynamics 365 version 8.2 and later.
For more information, see What’s new in Voice of the Customer version 9.0.823.1 to 9.0.959.8.
The latest update to the Field Service application and Project Service Automation application for Dynamics 365i snow available. This release is compatible with Dynamics 365 9.0.x. To update to this release, go to the Admin Center for Dynamics 365 online, solutions page to install the update.
Field Service enhancements (18.104.22.168)
· Add New Product line item doesn’t work on the opportunity, quote, order, or invoices form
· After creating a work order type, the error "Object reference not set to an instance of an object" appears when the user saves the Quote Booking Setup on a related tab
· When a Dispatcher clicks the Book button on a work order, the window doesn’t load
Universal Resource Scheduling Enhancements
NOTE: Improvements and bug fixes for Universal Resource Scheduling apply to Field Service and Project Service Automation as well as to other schedulable entities in the Sales or Service applications.
For more information, review the Release Notes for Field Service and Project Service Automation Update Release 2 post in the Dynamics 365 Team blog.
The latest update to Resource Scheduling Optimization (v2.0.17335.1) is now available. This release is compatible with both Dynamics 365 8.2.x and Dynamics 365 9.0.x. To update to this release, visit the Admin Center for Dynamics 365 online, Applications page, to apply the update.
For more information, review the Release Notes for Resource Scheduling Optimization (v2.0.17335.1) – Dynamics 365 post in the Dynamics 365 Team blog.
FastTrack for Microsoft Dynamics 365 is a service designed to help customers move to Dynamics 365 smoothly and confidently. Customers will receive guidance on best practices, how to plan for successful rollouts and learn ways to enable new users and expand capabilities.
For more information on eligibility and available services, please see https://docs.microsoft.com/en-us/dynamics365/get-started/fasttrack/customer-engagement/microsoft-fasttrack-dynamics-365.
Sort available resources by total available time
In the December 2017 update, out-of-the-box functionality was added that allows users to sort resources by total availability. Previously, the system included two out-of-the-box options for sorting results when searching for available resources, plus any additional custom sort options. Now the system includes this third sort option.
For more information, review this post on the Dynamics 365 Team Blog.
In a previous releases, scheduling extensibility was introduced, opening up countless new scenarios for field service organizations. Now, with the December 2017 update, a custom query can include the date range displayed on the schedule board to return matching bookings within that date range. In the past, customers could modify the custom query and resource card to count of booking for each resource, but not with the knowledge of the date range from the schedule board. Now, customers can query the dates displayed on the board, and return data relevant to the date range.
For examples, review this article in the Dynamics 365 Team blog: https://blogs.msdn.microsoft.com/crm/2017/12/15/new-use-schedule-board-date-ranges-in-custom-queries-in-universal-resource-scheduling/
Increased threshold allows for search of more resources
In our December 2017 update, the limit for the number of resources that can be searched at a time has been increased from 100 to 1,000. If a search returns more resources than the limit, the search still successfully completes using the top matches.
For details on how the search function works, review the following blog post: https://blogs.msdn.microsoft.com/crm/2017/12/15/increased-threshold-allows-for-search-of-more-resources-at-once-in-universal-resource-scheduling/
To see all the features and enhancements for the Universal Resource Scheduling December Updates, review
What’s new in Universal Resource Scheduling for Dynamics 365 December Update 1
What’s new in Universal Resource Scheduling for Dynamics 365 December Update 2
When users in a tenant create a Dynamics 365 30-day email trial, these trials will show up in the tenant’s Admin Center. This is by design however, administrators have the ability to prevent their users from creating trials against their tenant.
Once blocked, users will receive a message to contact their organization’s admin. The process of blocking requires using Windows Powershell and Azure Active Directory Module for Windows PowerShell. Administrators can also block signups for free Power BI. For more information and instructions, review the following articles:
Ability to disable Sign Ups for the Free Power BI
Connect to Office 365 PowerShell
Dynamics 365 for Marketing
Dynamics 365 for Marketing is a marketing-automation application that helps turn prospects into business relationships. The app is easy to use, works seamlessly with Dynamics 365 for Sales, and has built-in business intelligence. Some of the reasons to use Dynamics 365 for Marketing are:
For more information about Dynamics 365 for Marketing, review this article on the Dynamics 365 Documentation site https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/overview
Summit EMEA is the User Group (UG) conference that brings Microsoft Dynamics 365, AX and CRM users, industry experts and software development vendors together to discuss important issues, to learn about product updates, and to find genuine solutions that suit your business needs.
Attendees will have direct access to:
Register now and save with early bird pricing until 31 January.
The July 2017 Update for Dynamics 365 introduced a new feature that supports Business Process Flows as an entity. Customers can now work with each Business Process Flow as its own entity through dashboards, grids, and charts. This also means that you have the ability to interact with them through Dynamics 365 workflows.
For an example on how to accomplish this, review the following blog post: https://blogs.msdn.microsoft.com/crminthefield/2017/12/18/automate-business-process-flow-stages-using-workflows/
Ideas for Microsoft Dynamics 365
Help us improve Microsoft Dynamics 365 and its family of products and solutions by discussing ideas, providing suggestions, and giving feedback. Use the forums listed on the Ideas page to share your thoughts. Search through the existing ideas, before suggesting a new one, and you can vote on them to help increase visibility.