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Tag Archives: Updates

Auto Scheduling, Territory Management and More Exciting Updates in your Favorite Maps Integration App for Dynamics 365 CRM/Power Apps December Release!

January 9, 2021   Microsoft Dynamics CRM

Prepare to become more of a fan of your favorite mapping solution within Dynamics 365 CRM / Power Apps with Maplytic’s December 2020 release! This release is dedicated to enhance popular features that are highly useful to the management teams.

The advancements to the features in this release will allow managers to optimize the creation of their schedules, automate their territories creation, do more with Detail Map without switching screens, and optimize their security access process!

So without further ado, let’s unpack this latest release!

Feature Upgrade #1: Advanced Auto Scheduling

With the latest Auto Scheduling feature Auto Scheduling feature, managers and admins can create an automated schedule for multiple users at once. The routes for different users will be shown in different colors on the map. They can also choose to show the routes planned for the selected days only to the required users.
Along with this multi-user scheduling convenience, managers can also consider the existing meetings of their field reps while planning as well as set other advanced preferences.

xadvance auto scheduling 625x286.png.pagespeed.ic.Vyo44cUw7r Auto Scheduling, Territory Management and More Exciting Updates in your Favorite Maps Integration App for Dynamics 365 CRM/Power Apps December Release!

Feature Upgrade #2: Auto Creation and Drafting Territories

Territory Management just got easier. This latest release allows users to automate their territory management. Users simply have to enter the required records and the regions for creating the territories, enter the number of territories to be created and run the territory operation. Maplytics will start intelligently calculating the inputs and then distribute the plotted records into the territories created and provide the desired number of balanced territories.

xcreate territory 1.png.pagespeed.ic.5ihlUp5gDt Auto Scheduling, Territory Management and More Exciting Updates in your Favorite Maps Integration App for Dynamics 365 CRM/Power Apps December Release!

xauto creation 625x299.png.pagespeed.ic.zfbLujZW6S Auto Scheduling, Territory Management and More Exciting Updates in your Favorite Maps Integration App for Dynamics 365 CRM/Power Apps December Release!

Draft Territories

Couldn’t create all the territories you wanted in one go? Unsatisfied with the created territories and want to rework? Need to re-optimize territories after feedback? Whatever the reason, Maplytics can help in any situation. Users can now leave their half-completed or under-progress territories as a draft and continue on the same before finalizing and creating territories in the CRM. There are no limits on the rework process, after every rework users can choose to finalize and create the territories or simply save it again as a draft.

xdraft territory 625x295.png.pagespeed.ic.Jzsa4LG3on Auto Scheduling, Territory Management and More Exciting Updates in your Favorite Maps Integration App for Dynamics 365 CRM/Power Apps December Release!

Feature Upgrade #3: Detail Map Control

PowerApps Component Feature (PCF) allows users to perform actions without switching screens. The most recent release added four PCF controls and Detail Map PCF controls and Detail Map was one of them. It enabled the users to perform some of the Maplytics features like Proximity search, Route Optimisation, Categorisation, and POI on the dataset page itself without switching to any map pages.

This release takes the efficiency of Detail Map PCF Control forward and allows users to use more Maplytics feature within the Detail Map control. Users can plot multiple data sources, categorize multiple data source based on respective attributes selected, plot data By Region or By Drawing and also plot the current GPS location as the current location on the map while using the mobile.

xdetail map control 625x294.png.pagespeed.ic.A4WTgUcG d Auto Scheduling, Territory Management and More Exciting Updates in your Favorite Maps Integration App for Dynamics 365 CRM/Power Apps December Release!

Feature Upgrade #4: Selective Security Access to multiple users and teams

Security is an integral factor in any organization. Maintaining a strict need-to-know and need-to-access system helps businesses maintain confidentiality and data integrity. With Maplytic’s Security Templates Maplytic’s Security Templates, managers and admins could achieve this by providing selective access of Maplytics actions to their users or teams. This feature allowed them to create a template with selective actions enabled and then assign it to the required Maplytics users.

We went a step further and added a level of efficiency to this by providing the ability to assign the template to many users or teams at once. Bulk assigning can be done by selecting multiple users or even the whole team that needs to be assigned with a template. Tracking is also easy because managers or admins can keep a track of which Maplytics features each user has access to.

xselective security access 625x293.png.pagespeed.ic.brrbpYKoLQ Auto Scheduling, Territory Management and More Exciting Updates in your Favorite Maps Integration App for Dynamics 365 CRM/Power Apps December Release!

This was the latest updates from the latest 2020 December release! With Automated Territory creation, Multi-user Appointment Planning, Advanced Detail Map PCF control, and bulk security templates, users can truly tap into the convenience and intelligence provided by Maplytics.

So what’s the wait? Upgrade your Maplytics version to this latest Maplytics solution to enjoy the upgraded benefits! You can also send us an email at crm@inogic.com to get a live demonstration of all the latest features.

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Google updates COVID-19 forecasting models with longer time horizons and new regions

November 17, 2020   Big Data

Best practices for a successful AI Center of Excellence

A guide for both CoEs and business units

Download Guide

In August, in partnership with the Harvard Global Health Institute, Google launched a set of models — the COVID-19 Public Forecasts — that provide projections of COVID-19 cases, deaths, ICU utilization, ventilator availability, and other metrics for U.S. counties and states. Today, the two organizations released what they claim are significantly improved models — trained on public data from Johns Hopkins University, Descartes Labs, the United States Census Bureau, and elsewhere — that expand beyond the U.S.

The COVID-19 Public Forecasts are intended to serve as a resource for first responders in health care, the public sector, and other affected organizations, Google says. The forecasts allow for targeted testing and public health interventions on a county-by-county basis, in theory enhancing users’ ability to respond to the rapidly evolving pandemic. For example, health care providers could incorporate the forecasted number of cases as a datapoint in resource planning for PPE, staffing, and scheduling. Meanwhile, state and county health departments could use the forecast of infections to inform testing strategies and identify areas at risk of an outbreak.

When initially launched, the COVID-19 Public Forecasts included regional predictions for 14 days into the future. The model, which learns from epidemiological human prior knowledge, as well as data, is now roughly 50% more accurate and includes projections for a 28-day horizon with confidence intervals to account for uncertainty.

 Google updates COVID 19 forecasting models with longer time horizons and new regions

Google says it is investigating support for other countries as it introduces the COVID-19 Public Forecasts for Japan. As in the U.S., the forecasts are free and based on public data, such as the COVID-19 Situation Report in Japan. The daily-retrained model predicts confirmed cases, deaths, recoveries, and hospitalizations each day and can look 28 days into the future for every prefecture.

Beyond these improvements, Google says it has made the initial forecasting models customizable to new problems and datasets. The company is also developing an AI-driven “what-if” model to be used for decision-making around COVID-19 and other infectious diseases.

“We partnered with a handful of early testers, including HCA Healthcare, to help us understand how the forecasts should be formatted, what they should forecast, and even test early versions of the forecasts,” Google Cloud AI research head Tomas Pfister wrote in a blog post. “These efforts helped improve the forecasts before they went to the general public. We also exposed the work to significant scientific scrutiny inside Google, having statistical and epidemiological experts vet the work to make sure it was following the highest scientific standards. We designed a responsible daily forecast launch process that first runs over 100 sanity checks looking for any abnormalities, and we required a human to do a qualitative analysis to check for issues. Every day our model training searches over hundreds of hyperparameter options, and the team works to ensure the best models reach our users.”

Pfister says Google also worked with fairness and ethics experts internally to run a fairness analysis, looking at how both relative and absolute errors differ across demographic groups (particularly Black and Latinx populations) and interpreting the results.

Over 100 employees across Google parent company Alphabet contributed to the development of the COVID-19 Public Forecasts.


Best practices for a successful AI Center of Excellence:

A guide for both CoEs and business units Access here


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Dynamics 365 and Common Data Service Terminology Updates

November 11, 2020   Microsoft Dynamics CRM

Microsoft has recently announced changes to the terminology used with Common Data Service. See the documentation here

As a reminder, Dynamics 365 applications also use Common Data Service to store and secure the data they use. This means that these changes are relevant to all Dynamics 365 applications as well.

3051.pastedimage1605033941186v1 Dynamics 365 and Common Data Service Terminology Updates

As of now, if you navigate to the Power Apps Maker Portal, the new terminology is already reflected in all areas where previous terms were used, as seen below:

6406.pastedimage1605034116314v3 Dynamics 365 and Common Data Service Terminology Updates

7853.pastedimage1605034199784v5 Dynamics 365 and Common Data Service Terminology Updates

5483.pastedimage1605034148836v4 Dynamics 365 and Common Data Service Terminology Updates

Hopefully this will save you some time in searching for old terminology when trying to create new entities and attributes….I mean, tables and columns

Thanks for reading!

Aaron Richards

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Dynamics 365 for Marketing – Exciting Updates in October Release

October 1, 2020   CRM News and Info
 Dynamics 365 for Marketing – Exciting Updates in October Release

Wave 2 of the Dynamics 365 2020 Release is just about here. And there are some pretty exciting innovations that will improve the way businesses do business.

The release includes substantial enhancements and hundreds of new features across Dynamics 365 applications including Marketing, Sales, Customer Service, among others.

While the entire 2020 release plan is immense – and laid out in a 486-page document that you can download here –  the October release includes some notable upgrades.

Without diving too deep into everything the new release has to offer, here is a quick overview of some of the exciting bells and whistles you can expect specifically in Dynamics 365 for Marketing in the month of October.

DYNAMICS 365 FOR MARKETING

Microsoft understands customer engagement is the key to every business development process. This month, they add meat to their highly touted 360-degree view of customers with smart improvements to relationship-building processes and capabilities.

  • In-Place Editing of Email & Forms. No longer will you have to disengage from a customer journey to create or edit email communications or forms. In-place editing keeps the focus where it should be – within the customer journey. You can also create or edit marketing forms related to an event within the event itself. This one is a big improvement and just makes smart sense.
  • Enhanced Content-Rich Social Media Creation and Management. The entire social media post creation experience has been redesigned for ease of use, better management across multiple channels and enhanced scheduling features.
  • A Redesigned, More Efficient Customer Journey Canvas. The new design offers a more intuitive approach to building customer journeys. The experience is further enhanced by no longer needing to hop between the canvas and the toolbox when creating the journey. One of my favorite new features is the inclusion of negative journey paths that allows you to create alternate journeys and follow-up events for those customers not meeting a certain condition (like not opening an email or not clicking on a specified link). This alone is a real game-changer.
  • Running Webinars within Microsoft Teams. With the onslaught of virtual events, the October release enables you to manage webinars and video meetings in Teams, directly from the Dynamics 365 Marketing platform. You can create and host live events – and integrate them directly into Marketing events. Businesses are already looking for better alternatives to Zoom and other video conferencing platforms and Microsoft is definitely stepping up to the plate.
  • Expanded Entity Options for Easy Data Collection. Before now, forms had to be connected to a lead or contact. But with the new release, forms no longer need to be mapped this way. Instead, marketers can store form submissions to other entities. and workflows can be created to move the data to where it needs to be.

The entirety of Dynamics 365 October Release is enormous, with updates and enhancements made throughout the entire suite of applications including Marketing, Sales, Customer Service, Field Service, Finance, Supply Chain Management, Human Resources, Commerce, Fraud Protection, and Business Central. There are also notable Microsoft Power Platform features in the new release, including substantial improvements for Power Apps developers.

Suffice to say Microsoft continues to create and deploy exceptional CRM capabilities – and Dynamics 365 is increasingly fortifying its place as the industry innovator.

And there is certainly more cool stuff to come.

By Christopher Smith, Founder & CEO of Empellor CRM. 

Read “How Do I Find CRM Talent?” here. 

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New CRM, Microsoft Cloud, & Office 365 Updates – Tech Insider Update

September 16, 2020   Microsoft Dynamics CRM

In August, JourneyTEAM hosted the Q3 Tech Insider Update webinar that introduced the latest Microsoft releases, updates, and changes, including those to Microsoft Cloud and Office 365. Learn about the updates to CRM, Exchange Online, Azure Active Directory, and Intune – now Microsoft Unified Endpoint Management.

Exchange Online

  • Modern Authentication
  • Mailbox Import/Export
  • Outlook App Updates
  • Team Calendar Access for On-premises Clients

Exchange Online PowerShell V2 cmdlets (now in GA) support modern authentication and unattended scripts for more secure user authorization. The V2 cmdlets, which were previously only available in preview mode, are more reliable and efficient than their predecessors and 4-8x faster. Note that the V1 cmdlets will be retired in the second half of 2021. A modern authentication UI is now available in Office 365 Admin Center under “Settings” that allows easy enabling/disabling of authentication for various services and components.

Easily recover deleted mailbox items through a simple UI in the Office 365 Admin Center. Previously this feature was available only through PowerShell. This feature requires that “Mailbox Import Export” RBAC role for accounts is enabled.

Higher security controls on corporate data access on mobile devices: This includes controls on conditional access, improved security for Android 10 devices, and enforcing greater password complexity requirements. In line with your organizational policies, you can determine the level of password complexity, which is encouraged as you review current password policies. Updates to the app also include the ability to book workspaces in both Android and Mac.

Calendars are now viewable in Teams in the cloud and Exchange on-premises. A couple easy steps is all it takes to enable this to work.

Azure AD (Active Directory)

  • Workday and Azure AD Integration
  • Azure AD Graph API Updates
  • Access Reviews for Specific Groups and Users
  • Alternate Login
  • Support for Remote Desktop Services Web Client
  • Azure AD Sign-ins Portal: https://mysignins.microsoft.com

Great news if your organization uses Workday for HR: updates to the Workday to Azure AD integration now promote greater efficiency in the onboarding and offboarding processes. Thanks to the updates to this powerful integration, HR departments that use Workday as a master into Azure AD can reduce its dependency on IT for provisioning and deprovisioning. They will also have access to emails, usernames, and phone numbers that come directly from AD.

The integration can now also automate the creation or disabling of an account in Azure AD. For example, if the hiring process is rescinded for any reason, it will disable account creation in Azure AD. Further, new AD accounts will only be created after the “New Hire” process is completed.

Announcement: If your current setup talks to the Azure AD graph (not the Microsoft Graph for all Office 365 services), please note that security updates and support will stop on June 30, 2022. Organizations using Azure AD graph applications are advised to migrate to Microsoft Graph now.

Azure AD access reviews can now be added to specific groups and users, which is a great addition to your organization’s cloud governance and identity management initiatives. This enables control and specific targeting of what users can access. Some automation capabilities for this are available through Microsoft Graph (beta).

Alternate Login, now available in public preview on Azure, allows users to log in using their email address (instead of limited to username only), even if the email address and username are different. If your organization has usernames that are different than users’ primary email addresses, this allows authentication to Azure without having to change a UPN or username to match the email address.

Updates to Remote Desktop: Azure Ad Proxy allows publishing of Remote Desktop Services through the web with additional security. This works if Ad Proxy is later than version 1.5.1975.0.

Microsoft Intune – Now Named Microsoft Unified Endpoint Management

  • Autopilot for Azure AD
  • Hybrid Join Scenarios – No VPN Needed!

Microsoft recently rolled out the autopilot feature for Azure AD hybrid join scenarios. Administrators can domain join a Windows 10 computer when that computer is off the corporate network. This allows a hands-off experience for IT where they do not have to touch the computer at any point. The device is joined to traditional AD on-prem with no VPN required. This is a particularly important new feature for organizations that have been interested in autopilot but are not ready to do Azure AD joining for Windows 10 devices and still need group policies and traditional on-prem models.

See Full Article Here

The webinar is available online so that organizations get the details on what’s new and learn how these updates may affect their IT and cybersecurity governance and risk management initiatives. Watch the full JourneyTEAM Q3 2020 Tech Insider Update HERE.

Learn about the latest updates from Microsoft and get started on a path to better technology solutions at your organization with the help of JourneyTEAM

Want to learn more about the latest updates and releases to other Microsoft technologies relevant to your organization? Check out JourneyTEAM’s Tech Insider Update playlist, where you can browse the most recent updates by Microsoft product.

In addition to Microsoft Cloud, the Q3 Insider Update highlights changes to Teams, SharePoint, Dynamics 365 Customer Engagement (CRM), Power Platform Automate and Power Apps, Dynamics 365 Business Central (ERP), and Power BI and Business Analytics.

Get Started with JourneyTEAM

As a Microsoft Gold Partner with six gold competencies, JourneyTEAM has a proven track record with successful Microsoft technology implementations. Our experts are here to answer your questions about the latest updates from Microsoft and we can get you started on the path to better technology solutions. Contact JourneyTEAM today!


Josh Buahin – SR. Developer & Architect | 801-436-6636

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. www.journeyteam.com

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Browser Updates to TLS and how it will Impact Microsoft Dynamics CRM

June 11, 2020   CRM News and Info
Strava Technology Group logo FINAL NO TAGLINE Browser Updates to TLS and how it will Impact Microsoft Dynamics CRM

Microsoft, Google, Apple, Mozilla and other major technology vendors are deprecating support of TLS versions 1.0 and 1.1 in 2020.  Popular web browsers will continue to function but start showing alerts when TLS 1.0 or 1.1 web communication is encountered, and server-to-server communications will also change.

Transport Layer Security (TLS) is a security protocol to encrypt and authenticate secure connections across the web, either from a web browser or between web servers. TLS version 1.0 was first defined in 1999, and version 1.1 was introduced in 2006. Due to evolving regulatory requirements and new security vulnerabilities, technology providers have been deprecating their support of TLS versions 1.0 and 1.1.

Impacts to Microsoft Dynamics 365/CRM

If you are running the cloud version of Microsoft Dynamics 365 (current version) you will not be impacted.

You WILL be impacted if 

Your organization uses CRM 2015 or older on premise. CRM 2015 and older use TLS 1.1 by default. In order to avoid TLS alerts or errors, take one or more of the following steps.

Update your CRM server environment.
Upgrade your CRM system to 2016 or higher.

Your organization or an IT provider hosts websites, microsites, or web applications on local web servers that are still using TLS 1.0 or 1.1. In order to avoid TLS alerts or errors, update your web server(s).

We Can Help

Our expert Dynamics 365/CRM team can analyze your environment and provide an impact assessment as well as cost to make any necessary changes to your environment to support the TLS changes. For more information Contact Us or give us a call – 844-878-STRAVA (844-878-7282).

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 16 years of experience with Microsoft Dynamics CRM/365 and has helped hundreds of businesses plan, implement and support CRM initiatives. To reach David or call 844.8.STRAVA (844.878.7282) To learn more about Strava Technology Group visit www.stravatechgroup.com

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Google updates Open Images to help improve app interface design

February 26, 2020   Big Data

Today, Google’s Open Images corpus for computer vision tasks got a boost with new visual relationships, human action annotations, and image-level labels, as well as a new form of multimodal annotations called localized narratives. Google says this last addition could create “potential avenues of research” for studying how people describe images, which could lead to interface design insights (and subsequently improvements) across web, desktop, and mobile apps.

Google introduced Open Images in 2016, a data set of millions of labeled images spanning thousands of object categories. Major updates arrived in 2018 and 2019, bringing with them 15.4 million bounding-boxes for 600 object categories and segmentation masks (which mark the outline of objects) for 2.8 million object instances in 350 categories.

“Along with the dataset itself, the associated Open Images [c]hallenges have spurred the latest advances in object detection, instance segmentation, and visual relationship detection,” wrote Jordi Pont-Tuset, a research scientist at Google Research. “Open Images is the largest annotated image dataset in many regards, for use in training the latest deep convolutional neural networks for computer vision tasks.”

As Pont-Tuset explains, one of the motivations behind localized narratives is to leverage the connection between vision and language, which is typically done via image captioning (i.e., images paired with written descriptions of their content). But image captioning lacks visual “grounding.” To mitigate this, some researchers have drawn bounding boxes for the nouns in captions after the fact — in contrast to localized narratives, where every word in the description is grounded.

 Google updates Open Images to help improve app interface design

 Google updates Open Images to help improve app interface design

The localized narratives in Open Images were generated by annotators who provided spoken descriptions of images while they hovered over regions they were describing with a computer mouse. The annotators manually transcribed their description, after which Google researchers aligned it with automatic speech transcriptions, ensuring that the speech, text, and mouse trace were correct and synchronized.

“Speaking and pointing simultaneously are very intuitive, which allowed us to give the annotators very vague instructions about the task.” explained Pont-Tuset. “[This latest version of] Open Images is a significant qualitative and quantitative step towards improving the unified annotations for image classification, object detection, visual relationship detection, and instance segmentation … [w]e hope that [it] will further stimulate progress towards genuine scene understanding.”

Open Images is freely available. According to Google, Open Images’ totals now stand at 9 million images annotated with 36 million image-level labels, 15.8 million bounding boxes, 2.8 million instance segmentations, 391,000 visual relationships, and 59.9 million human-verified image-level labels in over nearly 20,000 categories.

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Announcing Power BI updates at the Microsoft Business Applications October Virtual Launch Event

October 5, 2019   Self-Service BI

The Microsoft business applications virtual launch event is almost here! You don’t want to miss this opportunity to get a first-hand look at the new innovations we’re rolling out for Power BI. Register today for this free event, and then tune in to the live stream on October 10, 2019 from 8:00 AM – 9:30 AM Pacific Time.

You’ll get an in-depth look at the new capabilities announced in the 2019 release wave 2 across Dynamics 365 and the Microsoft Power Platform. James Phillips, Corporate Vice President of the Business Applications Group, and other Microsoft experts will guide you through the new updates, answer common customer questions, and discuss what these releases mean for your business.

Come learn how these new Power BI features will help you:

  • Build a data culture for your organization by empowering everyone with intuitive experiences, a unified BI platform, big analytics, and pervasive artificial intelligence.
  • Discover hidden actionable insights in data with new artificial intelligence capabilities that require no code.
  • Manage growing data volume and complexity with petabyte-scale analytics that make Power BI and Microsoft Azure an unmatched combination.
  • Benefit from the investments we’re making in simple, intuitive experiences that are deeply integrated with Microsoft Office 365 to provide self-service analytics for everyone.
  • Create a global, governed, scalable, secure, and unified BI platform that meets the needs of both self-service and centralized BI.

With updates, insights, and demonstrations directly from the experts, you’ll better understand how to leverage these new technologies as part of your organization’s digital transformation initiatives.

Onboard the new capabilities in Power BI with confidence – prepare for the updates, read the release plan, and then tune in on October 10.

Come unlock what’s next for your business, register today!

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Highlights of Upcoming Dynamics 365 October 2019 Updates

June 26, 2019   Microsoft Dynamics CRM

During the recent Microsoft Business Applications Summit, Microsoft announced the availability of the “2019 Release Wave 2 Plan”. The Release Plan covers all of the upcoming updates for Dynamics 365 and the Power Platform (PowerApps, Microsoft Flow, and Power BI).

For many CRM users the breadth of areas to keep up with can be overwhelming at times. So, here is a high-level overview to help set the stage.

The Power Platform

According to Microsoft, the Power Platform is comprised of 3 main areas of PowerApps, Microsoft Flow and Power BI. The Power Platform is in Azure and utilizes the framework of the Common Data Service.

Power Platform Overview Highlights of Upcoming Dynamics 365 October 2019 Updates

From Microsoft’s “PowerApps Platform Overview” page: https://docs.microsoft.com/en-us/power-platform/admin/wp-powerapps-platform-overview

Therefore, Dynamics 365 is now a app (model-driven app) within the PowerApps area of the Power Platform.

Now that you have a better understanding of the Power Platform, the following highlights can be better understood; and, keep in mind, this is not the full list of updates. So, you should review the Microsoft Documentation site to see all the updates.

Some of the features have been requested many times from the community, other items are new, some will be resurrected functionality, and some will be new features.

Dynamics 365 Items

I will first cover items that are focused specifically on Dynamics 365. Next, we will cover the PowerApps items.

Customization of Opportunity Close Dialog Box

Reference: https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-sales/customization-opportunity-close-dialog-box

This feature has been a request for a long time. There are countless forum posts asking how they can customize the Opportunity Close window to fit their specific business needs.

According to the feature post, administrators can leverage a customized Quick Create form. But, it’s unknown if there are any limitations, or if this can be customized like any other Quick Create form.

Custom Opportunity Close 625x493 Highlights of Upcoming Dynamics 365 October 2019 Updates

Simplified Lead Management Experience

Reference: https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-sales/simplified-lead-management-experience

This feature is actually a resurrection of the old Qualify Lead dialog window. Here’s a throwback screen shot.
Old Qualify Lead dialog window Highlights of Upcoming Dynamics 365 October 2019 Updates

The new experience has some elements of the old, but will probably take advantage of the Business Process Flows.
New Qualify Lead experience 625x302 Highlights of Upcoming Dynamics 365 October 2019 Updates

However, it’s unknown how this will impact existing records in the system after the updates are applied. Hopefully the functionality will be seamless and provide a good user experience.

Improve or Simplify Most Common Sales Workflows

Reference: https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-sales/improve–simplify-most-common-sales-workflows

The information provided here is lacking in details. However, there is one nugget of information that I found intriguing: “Make the Documents tab visible in the main form for Contact, Opportunity, Lead, and Account entities.”

This sounds like the Documents area can viewed as a sub-grid on the record’s main form. This has been a request by many for a while. Hopefully, this will be a reality and give admins an easy experience in setting this up. Ideally, it would be great if the sub-grid properties in the Form Editor are similar to the sub-grid options today.

Business Card Scan

Reference: https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-sales/business-card-scan

This feature sounds amazing! How many times have you traded business cards with someone at an event or meeting? How many times has the business card ended up in a drawer or the bottom of your laptop bag?

The Business Card Scan feature is part of the Quick Create Contacts form. It will leverage the mobile device camera to capture the business card image. However, it’s unknown if this will be released for iOS and Android at the same time.

Business Card Scan 625x310 Highlights of Upcoming Dynamics 365 October 2019 Updates

Microsoft Teams Integration Enhancements

The integration of Dynamics 365 in Microsoft Teams was introduced in 2018.
Reference: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/basics/teams-integration

As part of the Wave 2 updates, the integration will be enhanced.
Reference: https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-sales/teams-integration-enhancements

Microsoft Teams will be enhanced with Relationship Assistant to provide better interaction.

What is the bottom line? These enhanced features are good, but will it drive greater adoption of Dynamics 365 when coupled with Teams? Some users have experienced app overload or confusion of which app to use at which time.

Don’t get me wrong, I love using Teams. But, to be honest, after setting up the Dynamics 365 integration, I only used it only a couple of times.

Power Platform Updates

Since Dynamics 365 is part of the Power Platform, the following items will highlight some features coming.

AI Builder

Reference: https://docs.microsoft.com/en-us/power-platform-release-plan/2019wave2/microsoft-powerapps/add-intelligence-ai-builder

AI Builder was announced during the Microsoft Business Applications Summit. AI Builder will allow you to automate predictive outcomes using a low-code approach of configuration.

Currently AI Builder is available in Public Preview. If you would like to try it out, just sign into your Power Apps site at https://make.powerapps.com.

Dynamics 365 Mobile App Update

Reference: https://docs.microsoft.com/en-us/power-platform-release-plan/2019wave2/microsoft-powerapps/sign-using-email-address-dynamics-365-mobile-app-android-device

The Dynamics 365 Mobile App for Android is getting updated. So you will be able to sign in using just your email address and password. The current experience requires you to enter the URL and then your credentials. However, on-premise users will still have the current experience.

Dynamics 365 Mobile Experience sign in 308x625 Highlights of Upcoming Dynamics 365 October 2019 Updates

Entity Designer

Reference: https://docs.microsoft.com/en-us/power-platform-release-plan/2019wave2/microsoft-powerapps/improvements-entity-designer

Since Microsoft is shifting the administrative experience to the Power Platform, the future enhancements will be in this area. As such, the Entity Designer is no exception. The “classic” method of creating and updating an entity is through the Settings/Customizations area of the system. This method has been in place for several versions.

But now you will have an improved experience in the Power Platform. There are a few details mentioned in the reference link above. This may or may not be the full list of enhancements. I do know that the current Power Platform administrative experience is lacking many features and functionality. This is understandable as the shift is still happening, but has been a frustrating experience when trying it out.

Power Platform Entity Designer 625x291 Highlights of Upcoming Dynamics 365 October 2019 Updates

The Public Preview will available in August 2019 with General Availability in October 2019. So, I would suggest you try the experience in August to see how it stacks up against the classic experience.

One Admin Center to Rule Them All

Reference: https://docs.microsoft.com/en-us/power-platform-release-plan/2019wave2/microsoft-powerapps/one-admin-center-rule-them-all

FINALLY!!! How many of you can raise your hand to the frustrating experience of hopping from one admin center to another? However, with the strong reference to “Lord of the Rings”, one can hope that a centralize Admin Center will not provide an “evil” experience. But, on a more positive note, I truly hope the Power Platform Admin Center will be easy to use and navigate.

On a side note, I hope the embedded links within Dynamics 365 for accessing the administrative areas will take you to the new admin center. Currently, if you are in the new Unified Interface, if you click on “Advanced Settings” from the gear icon, you will be taken to the classic interface.

PowerApps Portals

Reference: https://docs.microsoft.com/en-us/power-platform-release-plan/2019wave2/microsoft-powerapps/portal

Microsoft is really extending the creative experience in the Power Platform, and has now introduced a Portal app. So, you will now have Canvas Apps, Model-Driven Apps, and Portal Apps.

PowerApps Portal maker experience 625x368 Highlights of Upcoming Dynamics 365 October 2019 Updates

PowerApps Portal getting started 625x371 Highlights of Upcoming Dynamics 365 October 2019 Updates

This new Portal app looks like what Dynamics 365 Portals should have been. I hope these will allow you

  • To easily connect to multiple entities
  • Utilize Microsoft Flow to automate steps and gather data
  • Embed Business Rules for field interaction
  • Surface Power BI within pages
  • and much more

The Public Preview is July 2019 and General Availability in October 2019. I know I will be jumping on this in July and trying it out. I would be interested to hear your feedback.

Business Process Flow Immersive Experience

Reference: https://docs.microsoft.com/en-us/power-platform-release-plan/2019wave2/microsoft-flow/business-process-immersive-experiences

I’m excited about this update. I have had mixed response from customers on the interaction with the Business Process Flow (BPF) in the new UI, and even with the classic UI. However, with the upcoming Vertical Layout, this may provide a better interactive experience with the BPFs.

Business Process Flow vertical layout 592x625 Highlights of Upcoming Dynamics 365 October 2019 Updates

In the reference link, the article indicates you can “dock on the side of existing content”. However, does “dock” mean fixed in place for all records? What I mean is that, with the current BPF, you can “dock” the BPF to the side, but it’s not fixed there. If you navigate to another record, you have to “dock” the BPF again. Hopefully, the Vertical Layout would be an optional replacement to the current Horizontal Layout. By having the setting as optional, this will allow administrators to provide an experience that works best for their users.

On a side note: There is a simple line in the referenced article that states: “We’re deprecating task flows (which offered a similar vertical experience)”. So, if you are utilizing Task Flows today, I would suggest you review your current usage and plan for an alternative approach.

There are many more updates to explore in the Microsoft Documents site. So, take the time to review areas that could potentially impact your business.

Also, many of these updates will be only for Online environments. If you have and on-premise environment, you will need to evaluate if you should shift to online or stay on-premise. The tools and features being made available to online-only environments makes it tougher to justify staying on-premise.

If you have questions on any of these items or other items in the documents site, reach out to me. If you are looking at implementing Dynamics 365 or Power Apps, reach out to ACE Microtechnology and let’s get the conversation started.

If you are interested in a Dynamics 365 Assessment, check out our ACEMicroApps site to start the process.

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CRM Software Blog | Dynamics 365

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ProBeat: Microsoft admits AI and data aren’t enough for Windows 10 feature updates

April 7, 2019   Big Data

On October 2, Microsoft started rolling out the Windows 10 October 2018 Update. On October 6, the company halted the October 2018 Update after some users reported it deleted files from their Documents folder. This week, Microsoft finally outlined what it learned and what it’s changing to make sure this doesn’t happen again. The company has admitted its AI chops, telemetry data, and overall process can’t be trusted alone, so it’s giving control back to its users.

Microsoft made multiple announcements yesterday that appear to be a direct response to last year’s screwup. The clearest reminder is that the next update is called the Windows 10 May 2019 Update (instead of the April 2019 Update). Instead of launching this month, it will become available next week in the Release Preview Ring to Windows Insiders and will only start to roll out broadly “in late May.” But that’s only part of the story.

Data changes

Previously, Windows 10 feature updates were automatically initiated “once our data gave us confidence that the device would have a great update experience.”

Going forward, feature updates will spend more time in the Release Preview Ring, during which Microsoft will gather more compatibility and performance feedback. The company will also use this time to tap its ecosystem partners, including original equipment makers (OEMs) and independent software vendors (ISVs). OEMs will begin manufacturing new PCs and devices with the latest build, and both will deploy the update internally with their employees. Microsoft will also internally deploy the latest feature update during the Release Preview period and encourage employees to do the same on their personal devices. An expanded population and more time will naturally result in more data.

AI changes

Changes to data collection don’t mean much if you can’t properly analyze it. Microsoft promises to make “significant new investments” in AI to “both detect high-impact issues efficiently at scale and further evolve how we intelligently select devices that will have a smooth update experience.”

Microsoft says it is applying natural language processing (NLP) and machine learning (ML) to identify serious issues faster, even when few people report them. The company wants to detect all types of low-volume, high-severity issues. Furthermore, Microsoft claims it has advanced its capability “in the area of data loss” — the main problem with the October 2018 Update. The company says it has improved the clustering, classification, and routing of the roughly 20,000 pieces of daily customer feedback so top issues can be investigated by engineers. All in all, Microsoft claims its high-severity issue detection capability has been upgraded from “days” to “hours.”

Microsoft further claims its intelligent rollout ML model can now better differentiate devices that will have a good update experience. The model uses new label criteria so it can be trained on a broader set of issues (see the graph above).

User changes

But ultimately, Microsoft isn’t confident all of that is enough. The strategy is merely an improvement on the one that failed with the October 2018 Update. So the company is giving users back control in four ways starting with the May 2019 Update:

  • “Download and install now” option: A separate control to initiate the installation of a feature update on eligible devices with no known key blocking compatibility issues. Users will thus have to start the installation of feature updates, though when Windows 10 devices are close to end of service, Windows Update will do so automatically. Users can still “Check for updates” to get monthly quality and security updates.
  • Extended ability to pause updates for both feature and monthly updates in all editions of Windows 10, including Home. All users can pause both feature and monthly updates for up to 35 days (seven days at a time, up to five times). Once the 35-day pause period is reached, users will need to update their device before pausing again.
  • Intelligent active hours to avoid disruptive update restarts. The active hours feature, introduced in the Windows 10 Anniversary Update, is manually configured and set to 8 a.m.-5 p.m. by default. Windows Update will be able to intelligently adjust active hours based on device-specific usage patterns.
  • Improved update orchestration to improve system responsiveness. This feature promises to coordinate Windows updates and Microsoft Store updates when users are away from their devices.

Windows 10 users who were burned by an update will likely see this as a win. And it undoubtedly is a win for users who hate dealing with updates. But overall this is a loss for not just Microsoft, but the entire industry. Updates are critical for performance, stability, and most importantly, security. The sooner Microsoft can figure out how to get its AI, data, and overall process in order, the better off the 800 million devices running Windows 10 will be.

ProBeat is a column in which Emil rants about whatever crosses him that week.

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