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Dynamics 365 – The Next Release – July Update (v9.0)

Last week I joined the Dynamics 365 Executive Briefing sessions that gave us a glimpse of the next release of Dynamics 365. This release would also be referred to as the July Update for Dynamics 365. This release would be known as version 9.0.

From these sessions, I decided to collate a collection of slides as my HIGHLIGHTS of the content that was shared. Trying to condense 3 days of content was a tough ask. Therefore I added content where I thought it was relevant or quick to do.

Find below my highlights of the 3 day Dynamics 365 Executive Briefing.

JulyUpdate

You can download my Highlights PowerPoint slide deck using the below.

https://app.box.com/s/6pm1xjj9bna1anlfzz9e2d1hw3hmiyt3 

Enjoy!

Greg Olsen
YellowDuckGuy

Categories: Dynamics 365

Dynamics 365 – Dynamics 365 Admin Role is here!

Yes, we finally have a Dynamics 365 Service Administrator role within Office 365 to administer Dynamics 365 instances, rather than using the current Global Administrator role. This is a great forward step by Microsoft for D365 System Administrators and will keep Global Administrators very happy!

The full TechNet article about this new role can be found here: https://technet.microsoft.com/library/mt793847.aspx

D365AdminRole

Enjoy!
Greg Olsen
YellowDuckGuy

Dynamics 365 – A Lap Around Some New Features

Just recently in February we kicked off the NZ Dynamics 365 User Group in Auckland, New Zealand for the new year.  During this meet up, I presented a session titled “Dynamics 365 – A Lap Around Some New Features”.

D365NewFeatures

This session I covered the following Dynamics 365 features:

  • Editable Grids
  • Relevance Search
  • Business Process Flow Designer
  • App Site Map Editor

To get more information about each one of these new awesome features, you can download the presentation from the link below:

https://1drv.ms/p/s!AvAnYwNwFMZagUkOfNarlxUFIwMd

Enjoy!
Greg.

Categories: Dynamics 365

Dynamics 365 – On-Premises Download Available

December 21, 2016 Leave a comment

The first On-Premises release for Dynamics 365 (formally known as Dynamics CRM) is available for download at the link below.  However this is known as the December 2016 Update for Dynamics 365, so effectively updating your current installation of Microsoft Dynamics CRM 2016. Therefore, there is a prerequisite that the update must be installed on a system already running Microsoft Dynamics CRM 2016.

https://www.microsoft.com/en-us/download/details.aspx?id=54515

Files available for download are shown below. Note: These are still prefixed with CRM 2016.

Files

If you need to know what features were introduced with this update, then take a look at the list posted at the link below.

https://www.microsoft.com/en-us/dynamics/crm-customer-center/dynamics-365-online-vs-on-premises-features-faq.aspx

Enjoy!
Greg Olsen
YellowDuckGuy

Dynamics 365 – Developer Toolkit Released

November 10, 2016 Leave a comment

The Dynamics 365 Developer Toolkit has been released. This current version supports Visual Studio 2012, 2013 & 2015.

https://visualstudiogallery.msdn.microsoft.com/65199277-820a-4315-8783-82da19bd04d8

The Developer Toolkit is a set of Microsoft Visual Studio Integration tools, focused on accelerating the development of custom code for Microsoft Dynamics 365(CRM)

Using the toolkit, you can create, develop and deploy CRM plug-ins, custom workflow assemblies and web resources without leaving the Visual Studio environment.

Enjoy!
YellowDuckGuy
Greg Olsen

Dynamics 365 – Launch Quick Snapshot Summary

October 17, 2016 Leave a comment

On 11th Oct 2016 live form Tampa, Florida, Microsoft announced Dynamics 365 publically for the first time. Dynamics 365 was shown in action during a keynote delivered by Microsoft EVP Scott Guthrie. Scott shared the Microsoft strategy for digital transformation as he unveiled Dynamics 365, the next generation of intelligent business applications.

Also during this launch came the release date announcement of 1st November 2016 for Dynamics 365, firstly for Online.

Here is a quick illustration snapshot summary from the global launch in case you missed it …

BusinessAppsInTheCloud

MicrosoftCloud

DigitalTransformationCustomersProspectToCash

AppSource

Dynamics 365 for Operations

Dynamics 365 for Operations2

Mobile

PowerApps and Flow

PowerApps

PowerApps2

Relationship Insights

Relationship Insights2

Opportunity

UnifiedExperience

UnifiedExperience2

UnifiedExperience3

Dynamics365 Embeded in Outlook

EmailFromFlow

Flow

SendQuotesInEmail

CRM Email

CDM

CDM2

CDM3

RetailModernPOSMarston's Customer InsightsMcDs OrderingMcDs ordering2

Hope you enjoy the quick snapshot?

Greg Olsen
YellowDuckGuy

Categories: Dynamics 365

Dynamics CRM – Recommended Theme Logo Size

October 17, 2016 Leave a comment

Themes with Dynamics CRM were introduced with CRM Online 2015 Update 1 and CRM 2016 (on-premises). Themes were a great addition to CRM and help ‘theme’ your system to suit your business.

Themes allow you to add a logo to the top of your Dynamics CRM system.  I recently did a blog post on how to add a theme to your CRM system, you can see the details at the below link:

https://yellowduckguy.wordpress.com/2015/03/23/microsoft-dynamics-crm-2015-you-can-now-add-a-theme-to-your-crm/

Addition to this blog post, the Microsoft recommended Logo size when adding the image as a Web Resource is:

400x50px (Width x Height)

I also personally recommend using a .PNG file format as the image type.

For more details about the other settings on the Theme page within CRM, head over to the link below:

https://msdn.microsoft.com/en-us/library/dn932133.aspx 

Greg Olsen
YellowDuckGuy