What's new in the July 2017 Update for Dynamics 365 - Functional features
0 likes233 views
The document outlines the features and updates of Microsoft Dynamics 365 as of July 2017, emphasizing its role in digital transformation for businesses. Key enhancements include improved customer engagement tools, advanced analytics through customer insights, and new functionalities for unified service desk and live assist. Security updates focus on session timeout management and preventing information leaks while integrating external data sources for a more customizable user experience.
What's new in the July 2017 Update for Dynamics 365 - Functional features
- 1. DYNAMICS 365 J U LY 2 0 1 7 U P DAT E
- 2. S O L U T I O N C O N S U LT A N T S O L U T I O N C O N S U LT A N T
- 3. Content and information based on pre-release Dynamics 365 Software
- 5. 86% of CEOs consider digital their #1 priority Source: PWC CEO Survey Technological advances 86% Demographic shifts 69% Shift in global economic power 58% Resource scarcity & climate change 39% Urbanization 28% TRENDS THAT WILL TRANSFORM BUSINESS OVER THE NEXT FIVE YEARS
- 6. PRODUCT STRATEGY AND VISION Orchestrate processes across your network and connected devices Outcome driven business model Embedded actionable intelligence that leverage big data and networks Most productive business application Personalized Omni-channel engagement Dynamics 365 powers your digital transformation
- 7. *Brought to you by Adobe Marketing Cloud Microsoft Dynamics 365 – July 2017 Update Microsoft Confidential
- 8. DYNAMICS 365 JULY 2017 RELEASE PLANNING
- 9. WHAT’S NEW
- 10. WHAT’S NEW OR UPDATED Activity Log Activity Timeline App Modules and Designers Connected Field Service Core – Business Process Automation Customer Engagement Business Edition Overview Customer Insights - Conflation Customer Insights - Connectors Customer Insights - Predictive Modeling Customer Insights - Segmentation Customer Service on UCI Dynamics 365 Connector for LinkedIn Lead Gen Forms Dynamics 365 for Marketing - Business edition Dynamics 365 for Sales - Business edition Dynamics 365 Strategy & Vision for Release Enterprise Data Warehouse w/ DES and PowerBI Event Management LinkedIn Sales Navigator Live Assist v2 – Context, Mobile and Bot Mobile Experience Mobile Offline Microsoft Social Engagement Multi-Select Option Sets Organization Insights Portal Relationship Insights & Productivity RSO Security Enhancements SMB Core Infra. and First Run Experience Solution for Sales & Customer Service Solutions UCI Infrastructure Unified Service Desk URS Scheduling Enhancements URS Scheduling Extensibility Virtual Entity Web Client Refresh
- 11. 1. Borders around containers and uniform spacing 2. Color theme, uniform page structuring 3. Field controls styling 4. Text wrapping fix 5. Font standardization 6. Theming capabilities 3 4 1 2 Revamping Existing User Experience
- 12. Feature Overview Replacement of Social Pane/Activity wall on legacy webclient and Timeline Control on ISH Only appears on unified interface and not on legacy browser client Available on mobile and browser client Content and information based on pre-release Dynamics 365 Software
- 13. Activities Enhancements Email Activity Content and information based on pre-release Dynamics 365 Software
- 14. Business Process Entity Enhancements Actions Workflows Microsoft Flows Content and information based on pre-release Dynamics 365 Software
- 15. Microsoft Flow & Logic Apps Dynamics 365 Workflow Accounts Contacts Leads Activities Competitors Cases • Send a text to customer when order is submitted • Copy Dynamics 365 task to Wunderlist • Post a message to slack • Update Dynamics 365 when a file is modified in Dropbox • Create Dynamics 365 activity when email is received on Outlook.com • Create appointment in Dynamics 365 when new appointment created in Google Calendar Content and information based on pre-release Dynamics 365 Software
- 17. DEMO
- 18. Lead Scoring ML ExtensionConflationSegmentation
- 19. Sales Navigator • Embedded contextual widgets in Dynamics 365 Social selling with context from Dynamics 365 • Sync Dynamics 365 data as leads in Sales Navigator with Admin Sync functionality • Receive Insights in Sales Navigator based on Dynamics 365 leads Integrated Engagement • LinkedIn activities in Dynamics 365 to provide holistic engagement history • Content engagement with Pointdrive enabled with Sales Navigator
- 20. Live Assist for Dynamics 365 – Enhanced Agent Chat Experience CHAT CONTEXT o Easy & quick to consume Customer 360 view o Readily Available, on demand o One click actions for increased agent productivity AGENT WIDGET o Keyboard Shortcuts in agent widget for better usability o Customer typing indicator for feedback o Visual & Audio Notifications CHAT ACTIVITY INFORMATION o Additional fields for richer information on chat activity with customer Active contextual search as user enters data Content and information based on pre-release Dynamics 365 Software
- 21. Live Assist portal bot on mobile Content and information based on pre-release Dynamics 365 Software
- 22. Bring your bot and channels, escalate to Live Assist Chat Bot Escalation APIs Multiple channels Microsoft Bot framework connector Live Engage APIs BRING YOUR OWN BOT CONFIGURE CHANNELS ON BOT FRAMEWORK ESALATE WITH LIVE ASSIST API Content and information based on pre-release Dynamics 365 Software
- 23. Facebook Messenger chatbot Content and information based on pre-release Dynamics 365 Software
- 24. Content and information based on pre-release Dynamics 365 Software Set Inactivity Session Length: Min = 5 mins Max = < max session length or 1440 mins Inactivity session timeout settings
- 25. User session timeout management summary ✓ Session timeout setting enforces users to re-authenticate. ✓ Inactivity session timeout can only extend up to the maximum session timeout setting. ✓ Screen contents are blanked out when session expired. ✓ Admin can set different session timeout settings at the Dynamics 365 instance level. ✓ Session timeouts prevent accidental information leaks. ✓ Other related enhanced security: ▪ Enforce re-authentication after user signs out of the Dynamics application. ▪ Secure access/session token to ensure that the user who is granted access to Dynamics is the same user the access token is issued to. Content and information based on pre-release Dynamics 365 Software
- 26. Virtual Entity Integrated with data sitting outside Dynamics 365 Developer Scenario for Provider Model OOTB customization driven ODATA and DOCDB Provider (Preview) Integrated into Grids, Find, Forms, Lookups, Sub-grids Multi-Select Option Sets Model multi-select Option sets Use in Forms, Editable Grids, Find, Search Flow Integration & Webhooks Integration of Microsoft Flows in the Dynamics 365 UI enabling user-based composite application flows to start directly from Dynamics 365 Activity Logging Logging of Dynamics 365 SDK activities in Office Enablement of SIEM integration with Dynamics 365 Provides for multiple compliance and regulatory requirements for the Financial sector
- 27. WRAP UP Content and information based on pre-release