Dynamics 365 New Features

New Features in Dynamics 365 Version 9.1 – October 2018 Release

October release of Dynamics 365 has upgraded the version for Dynamics 365 from 9.0 to 9.1. Below are the listed updates which have come with the upgrade.

Dynamics 365 for Marketing –

  1. Account Based Marketing 2. Reusable Content Blocks 3. Social Listening for Campaigns 4. Marketing Calendar 5. Deep LinkedIn Integration 6. Richer Segmentations 7. Custom Analytics 8. Additional Languages and Geographies 9. Videos in Marketing Content (Preview)

Dynamics 365 for Sales –

  1. Play Books 2. LinkedIn Insights 3. Microsoft Teams Integration (Preview) 4. Who knows whom (Preview) 5. Talking Points (Preview) 6. Quick Actions (Preview) 7. Predictive Lead Scoring (Preview) 8. Relationship Analytics with LinkedIn InMail (Preview) 9. Dynamics 365 AI for Sales App (Preview) 10. Microsoft Call Intelligence (Preview)

Dynamic 365 for Service –

  1. Service Scheduling Powered By Universal Resource Scheduling 2. Customer Service Admin Settings 3. Suggest Similar Cases 4. Knowledge Article Recommendation 5. Relevance Search for Knowledge Management 6. Customer Service Health in One Admin Center (Preview)

Dynamics 365 Omni-Channel Engagement Hub-

  1. Agent and Supervisor Experiences (Preview) 2. Unified Routing and Work Distribution (Preview) 3. Live Chat Channel (Preview) 4. SMS Channel (Preview) 5. Channel Integration Framework (Preview) 6. Enable Customers to Bring Their Bots (Preview)

Unified Service Desk –

  1. Unified Service Desk Admin Experience on Unified Interface 2. Using edge process for hosting web applications in Unified Service Desk (Preview)

Dynamics 365 Portals-

  1. Configuration Migration (Schema Files for Exports) 2. Embed Power BI Visualization 3. Restrict Portal Access By IP 4. Manage SharePoint Documents 5. Self-Service Portal Diagnostics 6. Simplified customization (Preview)

Dynamics 365 for Field Service –

  1. Integration with Finance & Operations 2. Entitle Management 3. Multi-Resource Scheduling (for work Orders) 4. SLA Management 5. Integration with Microsoft Bot Framework (Mobile) 6. Background Location Sharing (Preview – Mobile) 7. Push Notifications (Preview – Mobile)

Dynamics 365 for Project Service-

  1. Adjustments to approved time, expense, and journal lines 2.Unit-aware expense category pricing for setup, estimation, and actuals 3. Use transaction filters to review invoicing backlog when creating invoices 4. Date effectivity validation on price lists 5. Resourcing unit currency on role price lines for cost 6. Support for multiple time units on a single price list 7. Ability to make copies of price list by adding a markup percentage 8. Resolution of multi-currency cost price list on projects

Microsoft Social Engagement –

  1. Quick setup and instant insights 2. Social Insights in Dynamics 365 for Marketing 3. Additional Languages

Technical Updates –

  1. Changes in the cloud updates – All the users and instances will be in the same versions going forward and skipping of any major versions will not be allowed. Any instance running on Version 8.2 much be updated to latest version by 31, January 2019.
  2. Unified Interface – Going forward more focus will be on the Unified Interface. New features will be exclusive for Unified Interface. New instances will by default use Unified Interfaces. From this release, UI will be the only option for building new Apps or Modules.
  3. Dependent Option Sets – New features for built-in native dependent options sets.

There are many more updates in this version for Microsoft Flows, Power Apps, Power BI, Outlook that can be referred in the Microsoft’s release notes for October 2018 release. Link

Cheers!!

Gaurav Thakur

Dynamics 365 Solution Architect, Evangelist & Enthusiast