As Microsoft have unveiled their planned improvements to Dynamics 365 and the Power Platform for October 2020, we take a look at the key innovations and changes that could affect your business and its processes.
The release plans, as before, have been divided up into Dynamics 365 and The Power Platform, such is the scale of the changes. As some of the changes are available in preview in August, we would recommend familiarising yourself with them ahead of time by enabling the Wave 2 Preview in your sandbox instance. If you are an existing Strategy 365 customer and need assistance with this, please get in touch.
Dynamics 365 Key Changes
Dynamics 365 Sales
- Improved Forecasts – Organisations can now configure forecasts to support more complex requirements, with the ability to use custom entities for roll-ups and hierarchies. Multiple currencies will also be supported.
- Gamification administration – The admin function of Gamification has now moved to the Unified Interface to provide a more streamline user experience.
- New Dynamics 365 Sales Mobile experience – A dedicated iOS and Android app focused specifically on sales-related tasks to streamline the day-to-day life of sales staff in the field.
Dynamics 365 Sales Insights
- Sales Accelerator enhancements – a range of improvements that introduce more automation to reduce user input, present additional KPIs and dashboards and improve the user and administration experience.
- Advanced forecasting and pipeline intelligence – Enhanced predictive forecasting and improved snapshot experience.
Dynamics 365 Customer Service
- Multi-session support – allows Customer Service agents to multitask on several customer cases simultaneously and seamlessly switch between them.
- Enhanced Email Templates – allows the creation of templates with an intuitive editor with a complete rich text experience, including the ability to manage images inline, copy content from Office documents and personalise the content with customer data.
Dynamics 365 Customer Service Insights
- Improved user experience – adds new capabilities to help agents using similar case suggestions to resolve customer issues quickly and easily, and for Customer Service managers: a new analytical view to help them focus on key support areas that need attention and which is accessible within the core Customer Service Hub app.
Dynamics 365 Business Central
- Improved performance in modern software clients – enhancements that speed up the user experience and improve accessibility for low-vision users.
- Migrating from on-premise products to Business Central – making it easier to migrate from Dynamics GP, Business Central 14.x and Business Central 15.x to Business Central Online.
- Group VAT Reporting – now supports VAT groups with a set of features that makes this reporting not only possible, but also straightforward.
- Business Central Company Hub – provides access to multiple companies in the same tenant or even different tenants.
Power Platform Key Changes
- Power Automate Visual – embed buttons directly into reports that run Power Automate flows from a report using the context of the displayed records.
- Power BI Mobile – iPad users will be able to view two visuals side by side.
- Data Protection – enhancements to enable customers to classify and label sensitive data.
- Add custom pages to model-driven apps – enabling model apps to create custom layouts and use controls in ways that are not possible with the model-driven app form and dashboard pages.
- New Dashboard type for model-driven apps – reference a Power BI report or dashboard and have it displayed as a system dashboard within the app.
- Improvements to Power Apps Portals – include Power Virtual Agent bots in a Power Apps Portal and an easier way to maintain complex entity permissions.
- Create Power Automate Flows within Microsoft Teams – including in-context flow triggers, simpler template acquisition, and integrated approvals experiences.
- Add WinAutomation actions to UI Flows – Following Microsoft’s acquisition of Softmotive, it will be possible to perform WinAutomation steps from within a Power Automate UI Flow.
The October 2020 release appears to be more about refining existing functionality and providing further integration between products rather than focusing on new ones. We look forward to seeing and testing the new functionality when the preview and general releases are launched. Existing Strategy 365 customers who would like to discuss any of the above changes or need assistance with enabling the Wave 2 preview, please get in touch.