Dynamics 365

Let’s start this blog by clarifying that Microsoft Dynamics 365 v9.0 is a major release. There are lots of changes so although it has been described as a July release, it’s going to take longer than that with some changes coming through Private Preview/Preview programmes first. It will also roll out to Dynamics 365 Cloud solutions first with Dynamics 365 On-Premise getting relevant updates afterwards. This isn’t about Microsoft taking their time. The changes all take Dynamics 365 forward with its modular, app-centric approach meaning that your updates can be phased instead of one big hit.


  1. The Dynamics 365 Business Edition is coming! SMB’s can now get the Finance and Operations App for Business Edition. Next up will be a connected Sales App for Business Edition followed by Marketing. Combined, they’ll make up the Dynamics 365 Business Edition providing one complete loop from lead to invoice on one interface.
  1. Dynamics 365 Marketing users on Enterprise edition will need to continue with Click Dimensions but for SMB’s, the Business Edition will have 60+ marketing email templates.
  1. There are two bits of interface news. Business edition users are first to experience Microsoft’s new Unified Client Interface. Mobile and web experiences will become more consistent and use a responsive user interface that will adapt to browsers and devices. So, it’s goodbye ‘synchronizing changes’ and hello consistency. It also means optimized navigation, mobile responsive dashboards, full form capabilities, mobile custom controls to name a few.
  1. Dynamics 365 Enterprise users will get a refreshed web client interface in response to user feedback (everyone can have a say https://ideas.dynamics.com/ideas/). The update means word wrap fields, better form tab formatting and the ability to extend theme capabilities and standardize fonts.
  1. One of our version 9.0 favourites, the New Activity Timeline, tracks a record’s complete history in one timeline and removes the need to click between tabs and a brilliant ‘What I Missed’ filter. You will still be able to configure what appears in the feed.
  1. The mobile experience goes beyond the addition of the unified client interface, and the activity timeline. Dynamics 365 Mobile users now have pinch and zoom charts in mobile dashboards, lots of new chart types to visualize data, chart and list views on one screen, form switching, better form navigation, customer controls for all form factors and, finally; relevance search and advanced filtering.
  1. Mobile can be offline or online by app and user – ideal for different levels of permissions amongst users.
  1. External data can now be read and displayed in runtime with new Virtual Entities that are stored like any other entity within Dynamics 365 so your data can be used in business process automation etc.
  1. Interactions in Customer Engagement Portals will now be visible in Dynamics Customer Insights including forum, knowledge base and search click actions. Not only that, a portal admin wizard will make it easy to add Dynamics365 content into portals.
  1. The Business Process Flow has had some TLC too with the stages able to be displayed in either floating or docked mode and vertical alignment so it’s easier to see what’s next.
  1. The Customer Service Hub (formerly known as the Interactive Service Hub) is built on the new Unified Client Interface so it’s accessible from mobile and doesn’t require a metadata download. It also allows you to ‘Bring Your Own Bot’ to extend the chat/co-browse capabilities in Live Assist.
  1. Security has been improved too with a configurable maximum session length and timeout if it’s left unattended. Warnings can also be configured allowing users to save their work.
  1. Microsoft Social engagement will support LinkedIn and Youtube as sources soon. LinkedIn Sales Navigator widgets allow you to sync with Dynamics 365 and identify the best contacts to connect with, account news, mutual connections and potential leads.
  1. Microsoft Social Engagement is bringing in a Social Selling Assistant that lets Sales teamwork from a digest of promoted posts to expand their network.
  1. Power BI brings more detail to social insights from all social activity and with the capability to listen in on LinkedIn soon, it will be a great way to review.
  1. Customer Insights makes the most of Intelligent Analytics with visualizations of every customer’s journey in one dashboard.
  1. Organisation Insights lets you monitor how Dynamics365 is being used within your business.
  1. There will be Native support for HTML email production and source code editing.
  1. There will be some Connected Field Service Enhancements for Spring 2018. Lots of details are still to be confirmed but universal scheduling will be great for field service solutions that fit industry demands.
  1. Customer Insights will be GDPR compliant by the end of 2017. And version 9.0’s general availability.


Register for our upcoming webinar on Thursday 14th September, 11am, to gain an overview of Dynamics 365 and how it provides role-based solutions for every part of your business.