Dynamics 365 Monthly Update-September 2017

Featured News


Dynamics 365 Customer Engagement Connection Security

Beginning with the July 2017 update for Dynamics 365 online (version 9.0 of the Customer Engagement platform), Microsoft will require connections to customer engagement applications to utilize Transport Layer Security (TLS) 1.2 or better. TLS is a protocol that is an industry standard designed to protect the privacy of information communicated over the Internet. TLS is used in many web browsers and applications that communicate over HTTPS and TCP.

With the July 2017 update for Dynamics 365 online, connections will be blocked for clients or browsers that are using TLS 1.0 and 1.1. Versions 8.x and 7.x of Dynamics 365 Customer Engagement will not be affected with this change, and will continue to provide support for TLS 1.0, 1.1, and 1.2.

Note: This change only affects Microsoft Dynamics 365 online, not on-premise versions.

Review the Updates coming to Dynamics 365 Customer Engagement connection security article for more information on how customers will be impacted and what to do to avoid it.


Dynamics 365 – Portals Source Code

Microsoft is excited to announce the release of the source code for Dynamics 365 – Portals. The source code is released under an MIT license and is consistent with the code used to host the July 2017 portal release (version 8.3). The source code supports online and on-premise deployments and with it, customers can modify the asp.net code that is used to run their portals.

Note: This is a one-time, as-is, sample release with no support and no plans for updating it

Review this post on the Microsoft Dynamics 365 Team blog for more information about the portals source code and how to download it.


Upcoming changes to legacy Adxstudio Portals v7­

Microsoft acquired Adxstudio in 2015 for its compelling customer engagement features and over the last two years, has natively built them into Microsoft Dynamics 365. During that transition, Microsoft continued supporting the legacy Adxstudio Portals v7 product.

Microsoft began the process of ceasing new license sales for the legacy Adxstudio Portals v7 product in late 2016. As a continuation of this effort, formal support for legacy Adxstudio Portals v7 will end on August 1, 2018. Customers are asked to transition from legacy Adxstudio Portals v7 to Microsoft Dynamics 365 – Portals and Microsoft will provide support channels to assist.

There are three transition options for customers to consider:

  1. Migrate to Microsoft Dynamics 365 – Portals
  2. Use Microsoft Dynamics 365 – Portals source code v8.3
  3. Continue using legacy Adxstudio Portals v7

For detailed information about the transition and support options, review this post on the Microsoft Dynamics 365 Team blog.


Updates & Releases


Microsoft Dynamics 365 8.2 Updates

Service Updates 7 and 8 for Microsoft Dynamics 365 8.2.1 are available.

Some improvements include:

  • Resolved issue of respective ‘Look in’ field not updating in the Service Activity Assign Look up dialog after changing the ‘Look For’ field from ‘User’ to ‘Team’.
  • Resolved issue of task priorities not synching from Outlook to Dynamics 365 when updated in Outlook.
  • Resolved issue of pop up for confirmation to deactivate records appearing blank with only a cancel button.
  • Resolved issue of mailbox alerts not displaying when the alert contains a reference that has a length greater than 60.
  • Resolved issue of site map designer not opening.

Review the Microsoft Dynamics CRM Online releases page for more information on the latest updates.


Microsoft Dynamics CRM Online 8.1 Updates

Service Updates 8, 9 and 10 for Microsoft Dynamics CRM Online 8.1.1 are available.

Some improvements include:

  • Change to how the PrincipalObjectAccessReadSnapshot cache works to load data per principal rather than loading the entire table at once.
  • Resolved issue where accessing documents from knowledge articles failed.
  • Resolved issue where a subgrid containing an onLoad script no longer had the ‘+’ option.
  • Resolved issue with auto save not always triggering for Description fields.
  • Resolved issue where read-only fields with Field Level Security enabled in the header were editable in the mobile client.

Review the Microsoft Dynamics CRM Online releases page for more information on the latest updates.


Microsoft Dynamics CRM 2015 On-Premise Update 0.3

Update 0.3 for Microsoft Dynamics CRM 2015 On-Premise is now available.

Package updates are released for the:

  • CRM 2015 Outlook Client
  • CRM 2015 Server
  • CRM 2015 Email Router
  • CRM 2015 Language Pack
  • CRM 2015 SSRS Data Connector (Reporting Extensions)

Some improvements include:

  • Resolved issue of formatting change for “Currency” and “Date and Time” columns when refreshing a dynamic worksheet.
  • Resolved “Unable to get property ‘get_dataTableBody'” error which occurred after creating a new Opportunity record from a Sales dashboard.
  • Resolved “The product key is not compatible with the installed version of Microsoft Dynamics CRM” error when attempting to add another server to a CRM deployment.
  • Resolved “You have to complete the required steps before you can advance” error when attempting to move to the next stage of a business process flow after the required fields were already completed.

Review the Podcast and Overview for the release on the Dynamics CRM in the field blog and get download information from the Knowledge Base article.


Microsoft Social Engagement 2017 Update 1.8

Microsoft Social Engagement extends listening and engagement capabilities to LinkedIn Company Pages customers administer. Customers can interact with their audience and analyze the data from the pages directly in Microsoft Social Engagement. The Microsoft Social Engagement 2017 Update 1.8 is now available. In addition to some new features, an issue was fixed in User Management to allow users to clear search inputs.


Microsoft Dynamics 365 Portal Capabilities 8.3.2.77 Release

Microsoft Dynamics 365 Portal Capabilities 8.3.2.77 Release is now available.

Some improvements include:

  • Resolved error when attempting to upload an SSL certificate.
  • Resolved issue of unnecessary portal restarts and slow page rendering when changing Site Settings.
  • Resolved issue of portal management page not functioning if Dynamics 365 instance is deleted or unavailable.
  • Resolved issue of portal rendering stale data due to cache invalidation failure when deleting records.

Review the Knowledge Base article and What’s new in portal capabilities for Dynamics 365 for more information.


Microsoft Dynamics 365 Organization Insights 1.3 Release

Organization Insights for Dynamics 365 (online) provides important adoption and usage metrics and tools to help customers stay ahead of performance and support issues.

Key features include:

  • Custom dashboards: Set up your organization’s dashboard to provide a rich user experience and snapshots of your organization’s most important data.
  • Monitor adoption and use: Identify your most active users, the number and types of operations they’re performing, number of page requests, most-used entities, workflows, plug-ins, and more, over a period of time as you work toward your adoption goals.
  • Manage storage and performance: Monitor storage quotas, storage use, and common tables by size to optimize performance.
  • Troubleshoot effectively: Drill down into the details of your top failing workflows and API calls to quickly diagnose and troubleshoot errors.
  • OData support: Organization Insights entities are exposed through OData for independent software vendors to build capabilities for any custom requirements.

For more information and to try Org Insights, visit the AppSource.


Training Corner


Training Sites & eLearning

Get the most up to date training and eLearning information for Dynamics 365 from the Help Center. The Training & Adoption Kit for Dynamics 365 is also available for download which includes user guides, quick reference cards, eBooks for end users and admins. Feel free to modify the content and distribute to your customers.

Want to know what new features are available for both online and on-prem customers? Then check out What’s new in Microsoft Dynamics 365.


Upcoming Workshops for CRM and CRM Online

Microsoft offers open remote and onsite workshops for Premier Support Customers for Dynamics 365 and CRM. All are welcome to attend the open workshops, but seats are limited. Customers interested in attending or scheduling a workshop should contact their Technical Account Manager (TAM) for more information.

Here are some of the upcoming workshops around the globe (in order by Registration Close date):

Workshop Title Start Date End Date Registration Close
Dynamics CRM Online: Admin & Troubleshooting (Dallas, Texas) 10-Oct-2017 11-Oct-2017 03-Oct-2017
Dynamics CRM 2016: Admin & Troubleshooting (Reykjavik, Iceland) 31-Oct-2017 02-Nov-2017 17-Oct-2017
Dynamics CRM 2016: Admin & Troubleshooting

(Alberta, Canada)

31-Oct-2017 02-Nov-2017 17-Oct-2017
Dynamics CRM Online: Admin & Troubleshooting (Sydney, Australia) 14-Nov-2017 15-Nov-2017 24-Oct-2017
Dynamics 365 Admin & Troubleshooting

(Munich, Germany)

14-Nov-2017 16-Nov-2017 06-Nov-2017
Dynamics CRM 2016: Admin & Troubleshooting (Lisbon, Portugal) 28-Nov-2017 30-Nov-2017 14-Nov-2017
Dynamics CRM 2016: Admin & Troubleshooting (Utrecht, Netherlands) 28-Nov-2017 30-Nov-2017 14-Nov-2017

Tips and Tricks: Dynamics 365 Sales & Services

At the Microsoft Ignite 2017 conference, some tips and tricks were shared during an interactive discussion on how to deploy and manage Microsoft Dynamics 365 for Sales and Service.

Some of the information includes:

  • Data Migration strategies
  • Microsoft AppSource for ISV solutions
  • Federation with Active Directory
  • System integrations using Logic Apps, Microsoft Flow, PowerApps and Service Bus
  • Reporting strategies
  • Mobility Solutions
  • Dynamics 365 (online) backup and restore functionality

For more information, review this post on the Dynamics CRM in the field blog.


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.


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