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What’s new in Microsoft Dynamics 365 v9 CE July 2017 update - ebook

Microsoft Dynamics 365 version 9 is here. Although it is officially a minor release, it brings new functionality and a number of deprecations that should be planned for, if they are not to take your users by surprise.

This e-book is a consolidated resource explaining how to overcome the challenges of the deprecated features and benefit from the new functionality.  It is heavily illustrated with screenshots so you can see what it will look like.

New deployments - trials and production - for the last few months have been v9.

Since this article and ebook was written - late 2017 - Microsoft have released another release for Dynamics 365.  This 9.02 release is described in this blog article

New features and deprecated features in Microsoft Dynamics 365 v9

Download What's new in Microsoft Dynamics 365 v9" pdf

As of late December 2017, updates to existing users of Microsoft Dynamics 365 Online are expected to happen between February and August 2018. Clients who have not upgraded from 8.0 or 8.1 to 8.2 will have a mandatory update to v9.0.

New features in v9

The following are new features in Microsoft Dynamics 365 v9

  • Ability to find records WITHOUT associated records using Advanced Find
  • Upgraded user interface
  • Option to print a report directly
  • Ability to export to PowerPoint
  • Export a report to a data feed
  • The new Hub apps
  • Relationship Assistant
  • Timeline
  • Task Flows
  • Rich text in emails
  • Multi-select option sets
  • Virtual Entities

Deprecated features in v9

The following features are deprecated in Microsoft Dynamics 365 v9 and may be removed as early as the next release.  If you are using any of these features and have not yet planned how to replace them, this e-book is a good place to start.

  • Outlook Client
  • Email Router
  • Dialogs
  • Mail Merge
  • Contracts, Contract Lines and Contract templates
  • Announcements
  • Relationship Roles
  • Ready to use Business Processes
  • Service Scheduling
  • Standard SLAs
  • Parature Knowledge base app
  • Project Service Finder app
  • Deprecation of some client side APIs

Download "What's new in Microsoft Dynamics 365 v9" pdf



Published by Gill Walker

Who is Gill Walker?

Gill Walker is many things:

  • She is an author who loves spreading knowledge of CRM and specifically Microsoft Dynamics 365 via articles such as this;
  • She is an expert consultant who has been helping her clients with their Microsoft Dynamics 365 (and previously Microsoft Dynamics CRM and Microsoft CRM) challenges since 2002;
  • She is a professional trainer who shares her wide knowledge of Microsoft Dynamics 365 with her training delegates – so they can implement and manage their Microsoft Dynamics 365 more easily and effectively;
  • She is a speaker who shares her knowledge of varied CRM topics with her audiences;
  • She is a troubleshooter – who helps organisations with their sticky problems.

Please feel free to contact her via linked in (https://www.linkedin.com/in/crmconsultant/) or email (This email address is being protected from spambots. You need JavaScript enabled to view it.).

Why Opsis - and Gill Walker?

Gill Walker - Dynamics 365 trainer and expert consultant

Over the years, I’ve helped hundreds of people become proficient in Microsoft Dynamics 365 (and CRM), with training or mentoring.

For other people, I've been the troubleshooter, the problem solver - Dr Fixit - who quickly gets to the nub of the problem and provides a solution.

I’m the expert at your fingertips, decreasing stress, solving problems, curing headaches, helping you build business and increase productivity with Microsoft Dynamics 365!

Getting in touch with us is easy - we'd love to hear from you

Phone: +61(2) 8212 3480

Email: opsisinfo(at)opsis.com.au

Skype: opsiscrm

Postal address: GPO Box 2479, Sydney, NSW 2001

Office Address: Suite 1a,
993 Pacific Highway,
Pymble, NSW 2073

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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.