Tech Insider Update Delivers the Latest in Microsoft Dynamics 365 CRM Enhancements

The Q2 2021 Tech Insider Update hosted by JourneyTEAM previewed the latest and up-and-coming enhancements to Microsoft products including Microsoft Dynamics 365 CRM platform.  

Delivered in a rapid-fire format, JourneyTEAM experts served up business strategies and insider tips that help you apply the updates to your workflows so you can better serve your customers, work more productively, and close more deals. 

Here are some of the highlights to Microsoft Dynamics 365:  

Dynamics 365 Sales  

  • Mobile functionality updates: new icons for Sales and Dynamics, push notifications, streamlined homepage, improved search, recent records list, and activity management in record  

Dynamics 365 Marketing 

  • New custom channels 
  • Updated Customer Journey Editor with ability to create custom channels 
  • New Email Editor – improved functionality 
  • Coming soon: Updates to Teams Live Events 
  • Coming soon: Webinars in Marketing events 

Dynamics 365 Field Service & Customer Service 

  • Dataverse Appointments – Schedule Board (Universal Resource Scheduling) 
  • Project Operations leveraging Project for the Web  
  • Tasks in Dynamics 365 are now tasks in To-Do 

Dynamics 365 Business Central  

  • Release Wave 1 about to come out – expecting 50+ new updates in response to community feedback 
  • Reassign a Business Central Environment from one Azure Active Directory to another (good for cases of mergers, acquisitions or divesting companies) 
  • Allow correction of Dimension Values on posted G/L entries 
  • Edit individual records or bulk edit selected transactions 
  • Can lock editing on transactions  
  • Improved Inventory Management including new Inventory Receipt and Inventory Shipment transactions  
  • Attach Business Central documents to customer invoices 

Here are updates to Microsoft’s focus and collaboration tools (SharePoint, Teams, Viva and more): 

Microsoft SharePoint 

  • SharePoint app bar now shows up by default  
  • Updated People Picker within SharePoint lists  
  • Page analytics available at both page and site level 
  • Microsoft Lists rules built on SharePoint 
  • Lists and Libraries configuration updated capabilities have been updated 
  • People cards for SharePoint lists and library web parts now available 
  • Microsoft 365 Compliance Center now has auto-apply retention labels  
  • Immersive reader available for modern SharePoint pages and new posts 
  • Power BI and Microsoft (SharePoint) Lists integration 

Microsoft Teams & Yammer 

  • Share Outlook emails and attachments to Teams  
  • History within Teams has updated to enable backward and forward navigation  
  • Download attendance lists and meeting recordings (Meeting Details must be enabled in your tenant) 
  • Immediate access to meeting link within Outlook with Meet Now feature 
  • Coming soon: Approval templates in Teams  
  • New Live Events and New Conversation insights in Yammer 

Viva – Connections 

  • Can now serve up an intelligent SharePoint intranet from within the Teams client 

Viva – Insights 

  • Praise – Can get reminders to show gratitude and praise colleagues  
  • Virtual Commute – helps users wrap up their day, removing completed tasks and preparing a list of uncompleted tasks to prepare for tomorrow 

Project 

  • Roadmap reports can be added to the Power BI template 
  • Create attachments on Tasks 
  • Email notifications in Project (for the web) 
  • Export timeline to PDF 
  • Coming soon: Create a task from a Teams message 
  • Coming soon: Move tasks to any of your plans 

Forms 

  • Default alert policies for phishing activities in Microsoft 365 Security and Compliance Center  
  • Shortened URL on Forms sent to collect responses 
  • Text formatting in Forms and Quizzes 
  • Improvements to polls in Teams meetings 

Planner 

  • Add up to 25 tasks labels and colors in Planner and Planner for Teams 
  • Tasks moved between plans within the same Microsoft 365 group 
  • Coming soon: Create a task from a message in Teams 
  • Coming soon: Move tasks to plans across Microsoft 365 groups  

Here are the latest updates to the Power Platform: 

Power BI 

  • GA: Power BI Premium available $20/user/month; $10/user/month (if you already have an E5 or M5 license) 
  • Public Preview: Goals feature (Power BI Premium Per User or Power BI Premium Capacities required) 

Power Automate 

  • Environment Variables available as dynamic content 

Also, Microsoft Admin Applications in Microsoft Office 365 and Cloud that were updated include: 

  • Azure AD 
  • Intune (now Unified Endpoint Management) 
  • Exchange Online  

Reach out to us for more information on the new services we offer: 

SharePoint Intranet Packages

We help organizations set up intranets at all different levels. We offer three packages to get a launchpad in place, and provide you the tools to manage and configure your intranet from there.  

Maturity Model Assessment 

We offer a Maturity Model Assessment to evaluate your organization’s operational maturity. We create a plan that helps your organization develop and implement more mature business processes. You will receive:  

  • A detailed mapping of your organization’s ecosystem 
  • An evaluation on the state of your business processes 
  • A detailed plan on how to reach your goals for successful process maturity 

Sherpa for Dynamics 365 Business Central 

Our Sherpa Program for Dynamics 365 Business Central provides expert-guided self-implementation. We also provide a Sherpa program for Dynamics GP migration to Dynamics 365 Business Central. 

 

See the FULL ARTICLE here.

 

NEXT STEPS:

  1. Join a free consultation and ask all the questions you wish.
  2. Plan your Deep Dive meeting – Get your organization’s Customized Solutions presentation.

 

 


Jenn Alba - Marketing Manager - 801.938.7816

JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more. [email protected]

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