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Microsoft Dynamics 365 updates and hotfixes

Microsoft Dynamics 365 was originally only Microsoft Dynamics 365 Online with Microsoft Dynamics CRM 2016 used for the on-premise version.  However, now both Online and on premise are referred to as Microsoft Dynamics 365.

To understand the considerations when choosing between Microsoft Dynamics 365 Online (Microsoft Dynamics 365 hosted in the Microsoft data centre) and Microsoft Dynamics 365 on-prem, hosted in your data centre or with us or with another hosting provider read "Choosing between Microsoft Dynamics 365 Online or On Premise?".  From this release, Microsoft will release most new functionality for Microsoft Dynamics Online before releasing it for Microsoft Dynamics on-premise.

Since release in early 2016, Microsoft Dynamics CRM 2016 and latterly, Microsoft Dynamics 365 have had several hotfixes.  These are described below.

December 2016 update for Dynamics 365 (online and on premises)

Email signatures in webmail

Users have been using email signatures as a time saver for eons.  But until now, that functionality was, at best, difficult in Microsoft Dynamics CRM.

Now you can have signatures that recognise the user and even the queue that is sending the mail. 

Display search results showing multiple record types in a single list

Relevance search will display all results of a search in a single list, sorted by relevance.

 

Microsoft Dynamics CRM 2016 Service Pack 1 (on-premises)

This service pack was released in May 2016.

Application to suite of apps

This service pack changed how Microsoft Dynamics was sold, from a single product to several apps.  The initial apps are

  • Sales
  • Customer Service
  • Field Service
  • Project Service Automation

This has also led to a change in licencing.

Mobile app enhancements

The mobile app has been significantly improved, with a more compact layout, more device support, offline support and the ability to take notes while viewing the key information.

Dynamics 365 App for Outlook enhancements

Dynamics 365 App for Outlook now uses server side sync so the synchronisation is much better.  The app is now much faster, and it supports all Dynamics 365 and Exchange configurations.

The linkage between Dynamics 365 and Outlook information is vastly improved so you can see all email recipients, including groups, with a photo.

Relationship Insights (preview)

Relationship Insights appears as a preview feature.  Like all preview features, this is not yet aimed for production use.

Relationship Insights continually analyses the vast array of information that builds up in your Microsoft Dynamics 365 and helps you better understand your business relationships and so make better decisions.

Relevance Search

The new facet and filtering support allows much more sophisticted searching so you can refine your data quests much more readily.

Editable grids

Editable grids must be one of the most requested features since Microsoft CRM 1.0 days.  Users found it very frustrating that they could see but not update data.  This is now over.

Editable grids give you inline editing of data in views, subgrids and on dashboards.

New functionality for Field Service

Connected Field Service means that you can move from a reative break-fix model to a proactive servie model.  This keeps your customers happier. 

Resource Scheduling Optimisation looks at a job required and finds the most appropriate resources ased on location, skills and job priority and duration.

Common Scheduling Solution brings the ability to schedule to a new level.  Scheduling can now be used with any entity, including custom entities.  For example you can schedule marketing visits for an opportunity or schedule work to progress a case or work order.

New functionality for Project Service Automation

Add-in for Microsoft Project brings Microsoft Project and Project Server Automation much closer together.  You can now use Microsoft Project for your planning and scheduling, push it back to Project Server Automation, then if necessary take it back to Microsoft Project.

The Consolidated Calendar View gives you, in one place, information about personal appointments, project work bookings and work order assignments.

Copy functionality enables easy copying of information from opportunity, quote and project contract forms using a new toolbar button.

Estimated tax is now visible on quote products, order products and contract line records.

For full details of what is included in this update click here

To download the files for this update click here

 

Update 0.1 for Microsoft Dynamics CRM 2016

This update appeared in February 2016.  It provides fixes for issues in the CRM server, in CRM Outlook for Microsoft Dynamics CRM 2016, for the email router and for reporting extensions.  The server and reporting extensions are only available in 64 bit, while the language packs, Email Router and CRM Outlook for Microsoft Dynamics CRM 2016 are available in both 32bit and 64bit.  It is available in all languages that Microsoft Dynamics 2016 supports.

This update fixes a large number of mainly small issues.  There are more details here.

To download the files for this update, click here .

 

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Opsis is an expert Microsoft Dynamics 365 consulting company. Our focus is your Microsoft Dynamics 365 success - not licence sales or billable hours. As Principal Consultant, Gill oversees all business operations and strategic planning and execution, yet she still believes in offering personal attention to each and every client, so as to understand their needs and offer tailored solutions.  We are based in Sydney, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia.  We offer Microsoft Dynamics 365 strategy, Microsoft Dynamics 365 scoping, Microsoft Dynamics 365 implementation, Microsoft Dynamics 365 technical support, Microsoft Dynamics 365 advice and guidance, Microsoft Dynamics 365 training and mentoring.