Gill Walker – CRM Success Catalyst, Speaker, Educator, D365 Project Manager, Microsoft Dynamics 365 Functional Consultant, Solution Architect, Advisor, Trainer, MCT, MVP, DTM

 

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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 features are new 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

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Opsis is an expert Microsoft Dynamics 365, Microsoft Power Platform and CRM strategy consulting company. Our focus is your CRM success, with Microsoft Dynamics 365 / Microsoft Power Platform or any CRM technology - not licence sales or billable hours. As Principal CRM Success Catalyst, Gill oversees all business operations, 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.  Gill is the creator of SuccessRM - your blueprint for CRM success.  We offer:

  • Strategy for your successful CRM
  • Microsoft Dynamics 365 and Power Platform
    • scoping
    • implementation
    • technical support
    • training
    • consulting, advice and guidance
    • assistance with your centre of excellence
  • Mentoring for CIOs and other decision makers tasked with implementing CRM.