Dynamics 365 Technical

July 2018

Dynamics 365 October 2018 Release Notes

By |2018-07-25T14:39:13+00:00July 25th, 2018|About Microsoft Dynamics 365, Dynamics 365 Technical, Uncategorized|

Dynamics 365 Release notes

Dynamics 365 Release Notes

Microsoft has published the release notes for the October 2018 update to Dynamics 365. There are 90+ new capabilities being added to the platform, lot’s to look forward to. In this post we highlight the new functionality being released to the Marketing, Sales and Service areas of Dynamics 365. To review the full release notes, download the release notes document – Microsoft Dynamics 365 October 2018 Release Notes

Dynamics 365 for Marketing

Account Based Marketing – Allows you to target high-value accounts as a segment and create personalized content and measure the engagement as the campaign is executed.

Account Based Marketring

New Account Based Marketing functionality

Social Listening for Campaigns – Add relevant social tags to journeys, events, and other entities enabling you to view responses to campaigns. A social tab will be added to each journey and event. A new dashboard for social insights will also be available.

Marketing Calendar – A mobile-friendly responsive marketing calendar that allows marketers to track marketing activities and events.

Dynamics 365 for Marketing Calendar

Dynamics 365 for Marketing Calendar

Deep LinkedIn Integration – Run journeys and specify targeting on LinkedIn, leverage interactions for scoring and segmentation

Video Content using Microsoft Stream – Add rich video content to marketing communications

 

Dynamics 365 for Sales

Playbooks – A new capability to automate sales actions.

Microsoft Teams Integration – Enhanced integration with Teams allows connection of a Teams channel to any Dynamics 365 record.

Who knows whom connection graph – This new feature enables sellers to identify colleagues within their organization who can introduce them to leads or contacts

Predictive Lead Scoring – A machine learning model that scores leads on a scale of 1-100 based on likelihood to become an opportunity

AI for Sales App – The new AI for sales app provides useful insights from sales data in Dynamics 365. The app will help sales managers evaluate and improve the performance of their teams. Examples include currn measurement, pipeline and relationship health scores.

 

Dynamics 365 for Service

Service Scheduling powered by Universal Resource Scheduling – This is a new service scheduling solution built on the Universal Resource Scheduling tool.

Similar Case Suggestions – Utilizing Microsoft Text Analytics API’s the system will suggest similar cases to enable faster resolution

Knowledge Article Recommendations – Also using Microsoft Text Analytics API’s knowledge articles will be recommended to help resolve cases

Omni-channel Engagement Hub – A new cloud-based service that enables customers to instantly connect and engage via live chat and SMS

Portal Improvements – Several improvements have been made to portals:

  • Embed PowerBI visualizations
  • Manage SharePoint Documents
  • Simplified customization

Microsoft continues to make big investments in the Dynamics 365 platform. We are excited about the new functionality being released in October! To review the full release notes, download the release notes document Microsoft Dynamics 365 Release Notes.

If you have any questions or would like to see a demonstration of Dynamics 365 call or email anytime – info@stravatechgroup.com / 844.878.7282

February 2018

Microsoft Announces Continued Support for Outlook Add-In

By |2018-04-15T01:37:25+00:00February 6th, 2018|About Microsoft Dynamics 365, About Microsoft Dynamics CRM, CRM User Adoption, Dynamics 365 Technical, Microsoft Dynamics 365 Technical, Microsoft Dynamics CRM Technical|

In June 2017 Microsoft announced that the Outlook add-in for Dynamics 365 would be deprecated and would be replaced by the Dynamics 365 app for Outlook. This meant that the Outlook add-in would be supported in its current state but also would be removed from Dynamics 365 version 10 (next major release).

Recently Microsoft announced that because of overwhelming feedback from customers and partners the Outlook add-in deprecation would be reversed. Largely this was due to functionality gaps in the new Outlook app. Microsoft will continue to release the Outlook add-in and customers upgrading to newer versions of Dynamics 365 will have the same Outlook integration experience they are used to with the add-in. The add-in will continue to be fully supported in future versions of Dynamics 365 and bugs will be fixed. Additionally, Microsoft said they would be making much-needed improvements to the performance and reliability of the add-in.

The Outlook add-in was in our opinion one of the most problematic areas of the Dynamics CRM solution. It would randomly stop working, need un-installed/re-installed, and was generally unstable. It also upon installing degraded the performance of the users PC, sometimes to the point that it had to be uninstalled. Microsoft developed the new Outlook app that uses more current design and places no code on the user’s device, however, there were a number of key pieces of functionality left out of the new app. See below for a few key gaps between the two solutions:

The newer Outlook app does not offer:

  • Track and Set Regarding for Tasks
  • Work Offline
  • Sort, Filter, Format and Group Views
  • Control Field Level Sync.

This is however balanced with the enhanced functionality of the Outlook App:

  • Ease of installation (pushed from Office 365 admin)
  • One-click Set Regarding
  • Shows D365 summary alongside the email
  • Works with Outlook Web
  • Works on mobile devices

If Microsoft simply creates parity on the above Outlook app functionality gaps the add-in can be deprecated. I personally switched to the Outlook app when it was released and never looked back, however, this is much more difficult if users rely on the functionality only offered in the add-in.

I commend Microsoft for listening to customers and partners! Until performance and stability enhancements are made I recommend deploying the Outlook app as those that use the add-in will tell you it is one of the largest sources of problems and user complaints.

Stay tuned, we will be watching this topic and posting info as it becomes available. If you would like to discuss your unique situation please contact us anytime.

About the Author: David Buggy is a veteran of the CRM industry with 18 years of experience helping businesses transform by leveraging Customer Relationship Management technology. He has over 14 years experience with Microsoft CRM and has helped hundreds of businesses plan, implement and support CRM initiatives. David is President & CEO of Strava Technology Group, a firm that is focused on helping businesses achieve success with Microsoft CRM and Dynamics 365. To reach David connect with him on LinkedIn. To learn more about Strava Technology Group visit www.stravatechgroup.com

August 2017

FREE Webinar – Microsoft Dynamics 365 July 2017 Update – What’s New

By |2018-04-15T01:37:26+00:00August 15th, 2017|About Microsoft Dynamics 365, Dynamics 365 Technical, Microsoft Dynamics 365 Technical|

Microsoft Dynamics 365 PartnerThere is exciting new functionality ready to be rolled out to Dynamics 365 customers. Join us on Tuesday September 26th at 1pm EST for a free webinar where we will demonstrate the new features being rolled out.

Top new features include:

  • Unified User Interface
  • Virtual Entities
  • Customer Insights experience
  • Mobile Improvements
  • Business Edition
  • LinkedIn Integration – Relationship Sales

See our blog on the July Update for more information

Join us on Tuesday September 26th at 1pm for a firsthand look at the new features and functionality being released in the July update. Hope you can join us! CLICK HERE to reserve your seat (space is limited and advanced registration required).

June 2017

Microsoft Dynamics 365/CRM July 2017 Update

By |2018-04-15T01:37:26+00:00June 22nd, 2017|About Microsoft Dynamics 365, About Microsoft Dynamics CRM, Dynamics 365 Technical, Microsoft Dynamics 365 Technical, Microsoft Dynamics CRM Technical|

There is an update forthcoming to the Dynamics 365/CRM platform in July. So what’s new?

Register for a FREE Webinar – See the new features & functionality in the July 2017 update to Dynamics 365
Tuesday September 5th at 1pm. Advanced registration required.

Unified User Interface – Microsoft is releasing user interface improvements designed to unify and improve the interface. Improvements include a new activity timeline for mobile with inline actions and new custom controls and expanded offline mobile capabilities, including for the micro apps that administrators can build for specific roles. Additional updates include new theming options, improved mobile layout support, and an updated look and feel that further updates the user interface to look more current.

d365-crm-interface-july2017

Virtual Entities – Virtual Entities, will allow integrated data residing in outside systems to be integrated into the interface via web services. In other “platform” news, Microsoft Flow will be exposed within Dynamics 365 so flows can be created and executed without switching applications.

Customer Insights experience – will bring together BI, enterprise data, analytics, BI, machine learning and more,  and will offer capabilities like high volume segmentation, predictive lead scoring, and machine learning extensions.

Microsoft appears to remain committed to rolling out new capabilities in areas like bots, integrated services, and field service-related IoT, details to follow.

activity timeline

Activity timeline shows posts, activities and notes in a single stream with inline actions.

mobilecontrols

New mobile controls will be released allowing more control over the mobile experience.

app modules

Micro apps and control available for the mobile app.

extensible.jpg

New platform features include virtual entities, flow integration, activity logging and more

business edition

Finally more info on the Business Edition! A “Getting Started” experience will guide the initial setup.

linkedin

More info on the LinkedIn integration – Sync Dynamics 365 data as leads in Sales Navigator, receive insights in Sales Navigator based on Dynamics 365 leads. Activity integration will provide holistic engagement history.

Are you missing the boat on all this innovation because you an in an on-premise model and on an older version? We can help plan and execute your upgrade to either a current version of Dynamics 365 on premise or migrate you to Dynamics 365 online.

 

Want to see how Dynamics 365 could transform your business? Schedule your free demonstration or simply call us anytime 844.8.STRAVA (844.878.7282).

Just do it – Setup Multi Factor Authentication with Microsoft Office 365 & Dynamics CRM/365

By |2018-04-15T01:37:26+00:00June 9th, 2017|About Microsoft Dynamics 365, About Microsoft Dynamics CRM, Dynamics 365 Technical, Microsoft Dynamics 365 Technical, Microsoft Dynamics CRM Technical|

Security is on everyone’s mind and has been for quite some time. I can think of no other top of mind security concern than securing data in Office 365 and CRM. The “standard” level of security with Office 365 & Dynamics CRM/365 is a just a password. Passwords can be guessed, hacked, shared unintentionally putting your most critical data at risk.

The answer is Multi Factor Authentication (MFA). MFA is a method of authentication that requires the use of more than one verification method and adds a second layer of security to user logins. It works by requiring any one or more of the following verification methods:

• Randomly generated pass code (text or app)
• Phone call
• Smart card (virtual or physical)
• A biometric device

An Office 365 Administrator can configure MFA by turning the feature on for specific or all users. After this feature is enabled, the user will be prompted to setup a two step verification process when they login to Office 365. The user can select from several options to continue the verification process.

We recommend setting up more than one verification method. The randomly generated pass code option is a very secure method. Each user downloads the Microsoft AuthenticatorAuthenticator app for their smartphone.  The application is Its available for every major phone OS at their respective app store.

When logging into Office 365/Dynamics CRM/365 the user enters their user ID and password, they are then prompted to enter a randomly generated code that is generated in the authenticator app. The code changes every 30 seconds and allows the user to be authenticated. Even if someone has a users password they would be unable to login without providing the authenticator code that is unique to the user.

We highly recommend setting up multi factor authentication for not only Office 365 & Dynamics CRM/365 but any application that supports MFA.

If you would like help setting this up let us know! 844.8.STRAVA (844.878.7282) or visit us at www.stravatechgroup.com.

Once you have MFA in place you can rest a little easier that your data is more secure. Now please… just go do it!

About the Author: David Buggy is a veteran of the CRM industry with 18 years of experience helping businesses transform by leveraging Customer Relationship Management technology. He has over 14 years experience with Microsoft CRM and has helped hundreds of businesses plan, implement and support CRM initiatives. David is the President and Founder of Strava Technology Group, a firm that is 100% focused on helping businesses achieve success with Microsoft CRM and Dynamics 365. To reach David directly visit our web site.

May 2017

Multiple Contacts on a Lead in Dynamics 365/Microsoft CRM

By |2018-04-15T01:37:27+00:00May 3rd, 2017|About Microsoft Dynamics 365, About Microsoft Dynamics CRM, Dynamics 365 Technical, Microsoft Dynamics 365 Technical, Microsoft Dynamics CRM Technical|

If you are using Microsoft CRM/Dynamics 365 you have probably scratched your head wondering why Accounts allow you to have multiple contacts associated but Leads only allow you to have a single contact. This has been the design of Microsoft CRM from the beginning and it never made sense to me.

I have worked with clients who upon learning the way this works decided to abandon using leads altogether for a number of reasons:

  • To train users on handling contacts differently for Leads & Accounts would cause user adoption issues
  • Having to enter multiple lead records to enable the ability to track more than one contact would cause issues when converting to an Account/Opportunity (you would have to convert each lead record, delete the duplicate account records, then merge each contact to the account
  • Using the stakeholders area of a lead does not link the stakeholder contacts to the account that gets created when the lead is qualifies… I know it’s confusing.

Abandoning the use of Leads is unfortunate as I feel the separation from suspects (leads) to qualified prospects (accounts with opportunity)/customers is very beneficial. Utilizing the leads area creates a much cleaner line between prospecting, qualifying & pursuing opportunities.

Don’t confuse the Stakeholders area of the lead as a solution, the stakeholders area is meant to track contacts that would influence a buying decision. Stakeholders is a lookup to existing contacts or allows you to create new contacts however they are not linked to the account that gets created when the lead is qualified.

We have built an enhancement to Microsoft CRM/Dynamics 365 that allows you to track as many contacts under a lead as needed, it changes the leads module to handle contacts the same way that it works in the account area (one “company” with multiple contacts). When you qualify a lead, it will create all of the contacts on the lead as contacts and associate them to the account that is created.

If you would like to have this enhancement in your Dynamics CRM/365 system, Contact Us.

Watch a  demonstration video:

 

 

 

 

Microsoft Dynamics 365 for Phones has Stopped

By |2018-04-15T01:37:27+00:00May 1st, 2017|Dynamics 365 Technical, Microsoft Dynamics 365 Technical, Microsoft Dynamics CRM Technical, Uncategorized|

If you are attempting to use Dynamics 365 for phones on an Android device and get the error: Dynamics 365 for Phones has stopped try clearing the applications cache:

  1. First, navigate to Settings on your device.
  2. Go to Apps, Application Manager
  3. Find the Dynamics 365 for Phones application and click on it
  4. Click on the Storage option
  5. Here you will find the Clear data and Clear cache options.
  6. Clear cache is the option you should start with. It will get rid of saved data that allows apps to load a little quicker when you launch them. Clearing Data will delete all the applications data

Restart the Dynamics 365 for Phones app. If you still experience the error reboot your phone and try the application again.