By using the new customizable controls for process flows it will now be possible to embed LinkedIn insights within process flows.
Within the initial stage of a lead, this could promote LinkedIn data to highlight conversation starters that would support connection requests.
At each stage, it will be possible to configure controls that show LinkedIn insights about individual contacts and companies.
This includes Teamlink that leverages your organisation's LinkedIn network to identify colleague who may be able to make an introduction.
6. Web Portal Integrations
New SharePoint integration for web portals will enable document libraries to be shared with users within the Portal UI with controls to manage uploads and file deletion permissions.
Further controls will enable Power BI visualizations to be embedded within portal pages. Personalized views of dashboards and reports will be presentable via the portal UI - even if portal users don't have a Power BI account.
7. Microsoft Teams Integration
Initially available in a public preview, the October release will introduce new integration with Teams.
This will make it possible for a D365 record to be pinned to an associated Team and be accessible to all members within the Teams UI, even if members aren't Dynamics users.
8. Set Regarding Enhancements
Using the 'Set Regarding' control in the App for Outlook will be made easier by filtering the entities that appear. As a result, this will avoid users having to scroll through a long list of irrelevant entity types.
9. AI Capabilities
The October 2018 preview guide references a slew of new Artificial Intelligence capabilities that will introduce more prescriptive and proactive insights.
These are most in evidence within the Sales app and the next update will include previews of new AI controls to:
Recommend follow up tasks and other actions immediately when notes are added
Promote conversation starters by identifying talking points from tracked emails
Help sales managers quickly gain performance insights across their team via a new AI for Sales app
Provide predictive lead scoring
10. Resource Scheduling
The Universal Resource Scheduler used in Field & Project Service apps will now offer additional flexibility to assign work orders to resource groups.
New 'Crew' scheduling means that people and other resources can be grouped together for a specific period of time. This is designed to fit scenarios where a team remain together in carrying out a series of jobs during a day.
Further scheduling enhancements include:
Associate resources with a resource pool and schedule work orders to pools in the first instance
Schedule job to take place at a designated facility
Use resource capacity match work order effort required with available resource capacity
Split the schedule board into for easier navigation
Mix and match pools, crews and individual members as required
Also, the URS will now be available in the Customer Service app to replace the legacy service scheduling functionality.
11. New Power Platform Capabilities
Through continuing investments in the Power platform, these capabilities combine across Power BI, PowerApps and Microsoft Flow underpinned by the Common Data Service for Apps.
This provides an unrivaled array of tools to extend, customize and integrate Dynamics 365 apps and Office 365 into your environment.
In the October 2018 update, Flow, PowerApps and CDS will be unified in the same interface to help administrators more easily trade app activity and usage.
12. App Solution Checker
A new solution checker will help to identify PowerApps performance issues and highlight any API's that are due to be deprecated.
These actions will be rolled up into a scorecard to prioritize the most critical improvements needed
13. Embed Canvas PowerApps into Entity Forms
Canvas apps support connections to more than 200 data sources including cloud services.
App designers will now be able to bring these capabilities directly into model-driven D365 entity forms in the same way that custom controls are added with support for look-ups and option sets.
Further controls will enable the size of each canvas app to be customised, or create apps with a responsive layout.
14. Social Engagement
A new set-up process will help new users quickly get started with Microsoft Social Engagement.
Microsoft say this will include a guided experience to define search topics. Historical data will then be acquired and immediately loaded.
We've shared more detail about what's coming soon in the October 2018 update across these Customer Engagement apps:
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