Dynamics Fortnight Friday Episode for 2018-08-03

Show Notes

What’s New:

* Business Application Summit concluded. Watch at – https://www.microsoft.com/en-us/businessapplicationssummit
* Release Notes for October 2018 – https://docs.microsoft.com/en-us/business-applications-release-notes/October18/index
* Register for the Virtual Launch Event – https://info.microsoft.com/Business_Application_Fall_Summit_Register.html, which will be October 10th at 10am CDT
* Sales Companion Canvas PowerApp: https://powerapps.microsoft.com/en-us/blog/salescompanion/
* Sales Application upgrade available from to
* CafeX LiveAssist version upgrade to is now available
* CE Platform update to is coming out any day to your 9.0 orgs.  Details if you’re interested:  https://support.microsoft.com/en-us/help/4342571/service-update-4-for-microsoft-dynamics-365-9-0-2
* New Capabilities in Talent – Offer Management
* Change in Applying Updates to FO – https://blogs.msdn.microsoft.com/lcs/2018/07/10/lcs-july-2018-release-1-release-notes/
* Change in the process of applying updates to FO on-premises environment – https://blogs.msdn.microsoft.com/lcs/2018/07/10/lcs-july-2018-release-1-release-notes/
* Dynamics 365 CE developer nugget (using Postman with Web API) – https://blogs.msdn.microsoft.com/crm/2018/07/30/documentation-for-using-postman-with-web-api-is-live/
* Skype Interviews for Talent/Attract – https://www.skype.com/en/interviews/
* Business Central localization available in Australia and New Zealand –
* PowerApps tutorial for building offline capabilities with relational data – https://powerapps.microsoft.com/en-us/blog/implementing-offline-capabilities-for-relational-data/
* PowerApps automatic formula formatting – https://powerapps.microsoft.com/en-us/blog/automatically-format-your-formula/
* PowerApps/Flow Preview Programs – https://powerapps.microsoft.com/en-us/blog/preview-program/ & https://flow.microsoft.com/en-us/blog/flow-preview-program/
* FastTrack Pre-Go-live Checklist for FO – https://mbs.microsoft.com/customersource/northamerica/365Enterprise/learning/documentation/installation-setup-guides/fasttrack-checklist-fin-and-ops
* Get paid to give feedback on PowerApps –

How do I operationalize this?

* What native Predictive Lead Scoring looks like: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/work-predictive-lead-scoring
* How Relationship Analytics computes health scores and trends: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/relationship-analytics
* Manage External Vendor Portal – https://docs.microsoft.com/en-us/azure/active-directory/b2b/what-is-b2b & https://docs.microsoft.com/en-us/dynamics365/unified-operations/supply-chain/procurement/manage-vendor-collaboration-users

Featured Content:

Tips and Tricks using Canvas PowerApps and Flow with CDS for Apps and Dynamics 365 CE and FO:
* Finance and Operations
– Onstart – EntityID is the data element from FO that PowerApps uses
– Use Set as custom field within PowerApps as EntityID
– Matching data entities using Lookup Command
– Key to drilling through and integrating data entities
– Assign Lookup element to data field to use as primary (shortcuts a lot of formula writing)

* In CE, if you want to modify date/time fields in Flow, the fields have to be set up in CE as date/time, not date only
* In CE, If when working with Conditions, you want to watch for something having no data, there’s a trick to setting up that query (advanced mode)
* In CE, if using expressions on fields, you can’t just type the right syntax, you have to include it all within the expression definition UI, including any dynamic fields included.

Happy Birthday Alesha!

Dynamics Fortnight Friday Episode for 2018-07-20

Show Notes

What’s New:

* Business Applications Summit starts Monday! Look for announcements next week.
* Predictability in platform/app updates –
* FAQ around Update Procedures/Policies –
* Easy tip to improve Canvas PowerApps performance –
* Tips on making Canvas PowerApps performant and maintainable –
* PowerBI updates to get it ready for Common Data Service for Analytics – https://powerbi.microsoft.com/en-us/blog/power-bi-expands-self-service-prep-for-big-data-unifies-modern-and-enterprise-bi/
* Understand details of automatic email tracking in CE –

How do I operationalize this?

* Add LinkedIn Sales Navigator controls to UCI forms – https://docs.microsoft.com/en-us/dynamics365/customer-engagement/linkedin/add-sales-navigator-controls-forms
* Integration of Dynamics 365 in a Teams Tab –

Featured Content:

* AppSource – Marketplace of business solutions – http://appsource.microsoft.com

* Two types of solutions:
(1) Apps: Specific solutions from Microsoft and our partners.
(2) Consulting Services: Partners providing implement and assessment services.

* Search by:
(1) Category: Analytics, AI, Finance or HR, etc…
(2) Industry
(3) Refine by product: Web Apps, Dynamics 365, Office 365, Power BI

* To find solutions by Microsoft Labs:
(1) Do a Search for “Microsoft Labs” – https://appsource.microsoft.com/en-us/marketplace/apps?search=%22Microsoft%20labs%22&page=1
(2) Select Dynamics 365 as a Product

* Featured solutions:
(1) Change Tracking Solution: Ability to track changes made by system admins or customizer.
(2) Email Alert: Pending Email Count for received unread CRM emails on a case.
(3) Attachment Management: Use Azure Blob storage to store Dynamics notes and email attachments.
(4) Email 2 Case using AI: Enhance Email to Case conversion with Machine Learning model by reading email subject and body to predict the case type, case subject and appropriate queue for routing.
(5) Dynamics 365 Data Tagging & Obfuscation: Obfuscate entity fields based on tagging of data in an Azure Data Catalog.

* Inspire updates:
(1) Inspire 2018 Dynamics 365 Update from Alysa Taylor: https://cloudblogs.microsoft.com/dynamics365/2018/07/12/helping-partners-grow-business-application-practices-with-new-investments-in-their-success/
(2) Microsoft Health Accelerator for Dynamics 365: https://appsource.microsoft.com/en-us/product/dynamics-365/msemr.healthcarecommondatamodel?tab=Overview

Dynamics Fortnight Friday Episode for 2018-07-06

Show Notes

What’s New:

* Connected Field Service Upgrade available to 1.0.18170.5
* Portals Upgrade available to – https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/monthly-updates-portals
* Field Service Upgrade available to
* LinkedIn Sales Navigator Upgrade available to
* Project Service Upgrade available to
* Field Service, Project Service, and Universal Resource Scheduling Updates – (bug fixes) https://blogs.msdn.microsoft.com/crm/2018/06/26/release-notes-for-field-service-and-project-service-automation-update-release-7/ and (what’s new) https://blogs.msdn.microsoft.com/crm/2018/06/27/whats-new-in-universal-resource-scheduling-for-dynamics-365-june-2018-update/
* How to scale out Dynamics 365 for Finance and Operations on-premises: https://blogs.msdn.microsoft.com/axsa/2018/06/28/how-to-scale-out-dynamics-365-for-finance-and-operations-on-premises/
* Product lifecycle in Dynamics 365 for Finance and Operations: https://community.dynamics.com/365/financeandoperations/b/practitionersviews365operations/archive/2018/06/28/product-lifecycle-in-dynamics-365-for-finance-and-operations and https://docs.microsoft.com/en-us/dynamics365/unified-operations/supply-chain/pim/product-lifecycle
* Guidance for USD usage – https://blogs.msdn.microsoft.com/usd/2018/07/03/best-practices-for-unified-service-desk-deployment-and-upgrade/
* Microsoft Dynamics 365 availability in Compliance Manager: https://techcommunity.microsoft.com/t5/Security-Privacy-and-Compliance/Announcing-Compliance-Manager-general-availability/ba-p/161922 and https://servicetrust.microsoft.com/
* Dynamics 365 Achieves Broad Range of Compliance and Attestation Updates: https://community.dynamics.com/ax/b/dax/archive/2018/06/26/dynamics-365-achieves-broad-range-of-compliance-and-attestation-updates
* PowerApps App Checker (note change to how delegation information is surfaced) – https://powerapps.microsoft.com/en-us/blog/new-app-checker-helps-you-fix-errors-and-make-accessible-apps/
* July update for Social Engagement (should go live on July 11) – https://blogs.msdn.microsoft.com/crm/2018/07/06/whats-new-in-microsoft-social-engagement-2018-update-1-7/
* Run parallel queries in PowerApps for faster performance with “concurrent” – https://powerapps.microsoft.com/en-us/blog/enjoy-faster-startup-times-with-the-new-concurrent-function/
* Platform update schedule optimization – https://cloudblogs.microsoft.com/dynamics365/2018/07/06/modernizing-the-way-we-update-dynamics-365/

How do I operationalize this?

* Planned System Infrastructure maintenance outage window for CE – a week from today on July 13, 2018 between 10pm and midnight CDT for about 15 minutes
* Show UI for scheduling an upgrade for CE
* Show UI for scheduling an upgrade for FO

Featured Content:

* All about auditing in CE – https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/enable-use-comprehensive-auditing

*** Two types – 1) activity logging (new) and 2) data change logging
*** All are turned off by default – requirements for and how to enable each
*** Where to look at logs for each
*** Data retention policies and implications for each

* Database Logging – F&O

Dynamics Fortnight Friday Episode for 2018-06-22

Show Notes

What’s New:

* Marketo Connector for Flow and Flow Bot capabilities – https://flow.microsoft.com/en-us/blog/powershell-flow-bot-marketo/
* Faster Authoring of Canvas PowerApps – https://powerapps.microsoft.com/en-us/blog/say-goodbye-to-miss-clicks-on-the-canvas/
* Portals Upgrade Available to – typically get updates for what’s new here: https://support.microsoft.com/en-us/help/3181191/portal-capabilities-for-microsoft-dynamics-365-releases but this release is in between what’s documented
* Resco Upgrade Available to in admin center ( direct import)
* Social Selling Assistant Upgrade Available to
* Voice of the Customer Upgrade Available to 9.0.1188.4 – remember to trigger upgrade from Applications area in admin portal – no documented new functionality – can check for that any time here: https://blogs.msdn.microsoft.com/crm/tag/voice-of-the-customer/
* Versioning and mismatches advice – https://blogs.msdn.microsoft.com/crm/2018/06/19/de-mystifying-versioning-in-dynamics-365/
* Optimization Advisor – https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/sysadmin/optimization-advisor-overview
* Report Production Outage (Preview) – https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/lifecycle-services/cloud-powered-support-lcs
* Terminate SQL Blocking tool – https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/lifecycle-services/monitoring-diagnostics
* Import golden database from Tier 1 dev/test to Tier 2 with single click
(bacpac process) – https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/database/copy-database-from-sql-server-to-azure-sql
* Critical Updates Tile in LCS – https://blogs.msdn.microsoft.com/lcs/2018/04/10/lcs-april-2018-release-1-release-notes/
* June Update to PowerBI now allows for connection to Dynamics 365 CE 9.X Faster Endpoint – https://www.powerobjects.com/2018/06/19/june-update-power-bi-desktop-dynamics-odata-endpoint/

How do I operationalize this?

* How to fix Resco Solution upgrade issue – add notes to Questionnaire entity
* Clean up AsyncOperationBase – https://blogs.msdn.microsoft.com/crm/2018/06/21/cleaning-up-records-from-the-asyncoperationbase-workflowlogbase-table/
* Keep track of updates for CE – https://support.microsoft.com/en-us/help/2925359/microsoft-dynamics-crm-online-releases
* MS Project Client integration with D365 F&O Project Accounting – https://docs.microsoft.com/en-us/dynamics365/unified-operations/financials/project-management/project-integration
* Flow integration with Business Apps – https://flow.microsoft.com/en-us/blog/spring-2018-update/

Featured Content:

* Real-world use cases for physical buttons (flic.io and bt.tn shown), virtual buttons, and using Flow to automate business communication

Dynamics Fortnight Friday Episode for 2018-06-08

Show Notes

What’s New:

* PowerShell for PowerApps/Flow Maintenance –
* Commenting now supported in PowerApps formulas –
* Embedding PowerApps (including custom sizes) –
* LCS Filtering of environments –
* Notifications functionality in PowerApps –
* Sales Insights Preview solution upgrade to version (predictive
lead scoring addition)
* June Updates to Social Engagement (version 1.6) –

How do I operationalize this?

* Show places Sales Insights Upgrade could be performed from
* Put a PowerApp in Dynamics 365 F&O –

Featured Content:

* Talent Private Previews – http://www.aka.ms/attractprivatepreview
* Talent Public Previews –
* Talent feature for Public Previews –
* Deploy Demo Data in Talent via LCS –
* Try Talent for yourself – https://dynamics.microsoft.com/en-us/talent/overview/
* Post Jobs to LinkedIn
* Job Templates
* Attract – Career Site – OOB
* Integrated Offer Management


Dynamics Fortnight Friday Episode for 2018-05-25

Show Notes

What’s New:

* Register for Business Applications Summit – https://www.microsoft.com/en-us/businessapplicationssummit

* Many Flow updates, especially some new connectors and enhanced analytics on usage – https://flow.microsoft.com/en-us/blog/share-with-sharepoint-office-365/

* LinkedIn Sales Navigator has an update to

* Voice of the Customer has an update to 9.0.1162 – https://blogs.msdn.microsoft.com/crm/2018/05/23/whats-new-in-voice-of-the-customer-version-9-0-1162/

* It’s not new news, but this recent post is a nice summary of the Dynamics 365 Portals Security Model – https://blogs.msdn.microsoft.com/dyn365tips/2018/05/24/dynamics-365-portals-security-model/

How do I operationalize this?

* Quick showcase of sitemap editing, including bringing back the Processes node and My Apps node in the default Sitemap. Relative URL Snippet for My Apps: /tools/AppModuleContainer/applandingtilepage.aspx

Featured Content:

* Unified Service Desk for Dynamics 365 (USD) provides a configurable framework for building call center applications that deliver a unified view of customer data and numerous communication channels (such as phone, chat, email, and social media) into a single interface.
* Best practice analyzer for USD is a developer tool that identifies defects in customizations and extensions, to help developers build and deploy efficient customizations and extensions.
* Recent Update – Unified Client Interface (UCI) apps integrate with Unified Service Desk (Public Preview) to provide consistent user experiences for session management, customizable layouts, agent guidance, line-of-business applications, and channel integration.

Key Takeaways:
* Unified Experience
* Single, intuitive experience for service professionals
* Single Pane of Glass
* Integration among multiple other applications, even if there’s no API
* Business Processes spanning multiple LoB apps
* Ability to execute workflow across multiple line of business applications
* Centralized Management
* Configure setup centrally in GUI – pulled locally to USD clients on at login
* Leverage existing investment and ‘power’ of Dynamics + Office 365 + Azure
* Session Management
* Handle multiple customer interactions simultaneously
* Reduce AHT through automations and streamlining agent interactions
* Reduce TTA and agents ‘resetting’ apps after dispositioning interactions
* Decrease agent training with more intuitive UI and automation
* Automate input and hide screens to streamline agent work

Dynamics Fortnight Friday Episode for 2018-05-11

Show Notes

What’s New

PowerApps updates:

Flow updates:

Dynamics 365 CE Updates:

How do I operationalize this?

1. Notifications (for non-global admins)
2. Show how to know updates are ready and apply them

Featured Content

Entire Dynamics Stack:

  • GDPR Readiness
  • Accessibility
    • Vision
      • Magnifier / High Contrast
    •  Hearing
      • Narrator / Screen Reader compatibility
    • Speech
      • Game Chat Transcription – Speech to Text and vice versa
      • Enhanced Dictation
      • Focus Mode
      • Syllabification – improves word recognition

Specifics in Customer Engagement:


  • Unified Client Interface completeness
  • Common Data Service for Apps
    • Auditing of reads of records in CDS for Apps


  • First party solution using CDS for Analytics, just like Sales or Service
  • Multi-Channel customer journey orchestration (marketing automation)
  • Event Management
  • Lead scoring and management
  • Meant for mid-sized marketing needs – Adobe is still our preferred
    Enterprise solution


Specifics in Business Central:

  • Small and Medium sized businesses
  • Next Generation of NAV
  • Financials
  • Supply Chain
  • Manufacturing
  • Distribution
  • Project
  • Service order management
  • HR

Specifics in Talent:

  • Integration with F&O preview
  • Configuration Hiring process
  • Advanced Interview scheduling
  • Portal
  • Onboard updates

Specifics in PowerApps:

  • Introduction of Model Driven PowerApps
  • In Canvas PowerApps, introduction of attachment handling for SharePoint

Specifics in Finance and Operations: https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/get-started/whats-new-changed

  • Alerts
  • Optimization Advisor
  • Project Improvements
  • Vendor Collaboration
  • CDS 2.0
  • Integration for Talent and Project Service Automation
  • Telemetry based KB recommendations in LCS


Dynamics Fortnight Friday Episode for 2018-04-27

Show Notes

What is Dynamics Fortnight Fridays?

  • Introduction of Bart, Dan, and the show
  • Who should pay attention
    • Admins
    • Power Users
    • Operations Staff
  • What we plan to cover in our episodes
    • What’s new
    • How to administer and manage as an IT function
    • How to do and setup things (show and tell)

What is Dynamics 365?

  • Common Data Service (CDS) for Apps & CDS for Analytics
  • Customer Engagement SaaS Apps imbued with intelligence and mobility
    • Marketing
      • Adobe
      • Dynamics Marketing
    • Sales
      • Microsoft Relationship Sales (includes LinkedIn Sales Navigator)
      • Enterprise Sales
      • Professional Sales (no intelligence or social)
    • Customer Service
    • Field Service
    • Project Service
    • Social Engagement
    • IoT
    • Insights
    • Additional capabilities included with plans
      • Portal
      • Gamification
      • Voice of the Customer (Surveys)
      • Inside View
      • Versium Predict
      • PowerApps P2 license
  • Finance & Operations, Retail
    • Financials
    • Supply Chain/Distribution
    • Manufacturing
    • Retail
    • Industries
    • Multi-Model
    • Multi – Currency, Company, Language
  • Talent
    • Attract (integrated with LinkedIn)
    • Gauge
    • Offer
    • Onboard
    • Manage
  • Business Application Platform
    • PowerApps
      • Canvas Apps
      • Model Driven Apps
    • Flow
    • Common Data Service for Apps

Thanks for production help!

  • Alesha Baerenwald
  • Emily Mackmiller
  • Doug Splinter

We’re going live on April 27!

This is just a welcome post introducing you to Dynamics Fortnight Fridays!