To help its users prepare for feature changes and additional functionality in Dynamics 365 in the October ’18 release, Microsoft have published extensive release notes, outlining what we can look forward to in the coming months. We take a look at the release highlights and look at the potential impact for your organisation.
Microsoft’s official Release Overview is a regularly updated resource for the upcoming changes and the accompanying PDF currently weighs in at 297 pages, listing bug fixes, new features, and functionality deprecation. Rather than cover every aspect, which the Release Overview site already does, here are some of the more striking inclusions:
Dynamics 365 for Sales
- Integration with Microsoft Teams, meaning that any Teams channel can now be connected to a Dynamics 365 record ensuring seamless collaboration.
- Playbooks. These are new collections event-driven processes to allow for a more reactive approach to Sales rather than following pre-defined Sales paths.
Dynamics 365 for Service
- Improved Service Scheduling using Universal Resource Scheduling, featuring a Schedule Board and enhanced resource searching, filtering and sorting.
- Omni-Channel Engagement Hub. Improved customer engagement via new channels – Live Chat and SMS.
Dynamics 365 Portals
- SharePoint documents can now be used within a Portal.
- Power BI visualisations can now be embedded into Portal pages.
- A new tool allows for Portal the migration, export and import of Portal configuration settings.
- Canvas Apps can now be embedded into Dynamics 365 entity forms and SharePoint pages.
- New flows can now be created using Microsoft Visio.