Demonstrating What's New in Microsoft Dynamics 365 - Version 9

Microsoft Dynamics 365 v9 will shortly be available as an upgrade for existing Dynamics customers. In our latest webinar we introduced the important changes in this update and demonstrated a series of new features and enhancements.

As featured in our earlier post, D365 Version 9 sees Microsoft deliver on its promise of an app-centric structure by separating out the code for the platform and role-based apps.

At the start of the presentation we discussed what this means for the future development and release cadence of Dynamics 365.

A crucial part of the Dynamics 365 structure, and the wider Microsoft cloud architecture, is that apps are connected. As part of our introduction we highlighted the increasing importance of Microsoft Flow as the cloud workflow engine for shortcutting repetitive tasks between these diverse apps.

Dynamics 365 Version 9 also sees the introduction of the Unified User Interface. 

We explained why the UUI been developed, and the user and administration challenges this addresses.

However, due to some limitations with the immediate release of UUI, Dynamics 365 administrators, in the first instance at least, may choose the refreshed web interface that is released with v9.

During our live demonstration we also featured:

  • New Virtual Entities for Dynamics 365
  • Improved advanced find 'does not contain' rules for related entities
  • New user security controls
  • Multi-select options set fields
  • New customer service hub as an example of the Unified User Interface
  • Comparing the UUI on desktop, phone and tablet + Outlook
  • New editing and previewing for knowledge articles
  • Integrated Microsoft Flow
  • Designer updates for apps, views and sitemap

We concluded the presentation by discussing how LinkedIn is now part of the Dynamics 365 story and introduced a new preview app for Lead Gen Form integration.

We'll be sharing further content about what's new in v9 in future posts. To receive updates from Preact including news about our upcoming events join our mailing list.

Webinar Timeline

02:45 - Discussing the app-centric structure of Dynamics 365 and code separation between platform and apps

03:59 - What this change means for the release cadence of Dynamics 365 and what the Microsoft Cloud architecture looks like

05:43 - Introducing the Unified User Interface

08:05 - Start of the live demonstration - web user interface refresh & how this compares to v8 and earlier editions

11:52 - Demonstrating new field type for multi-select options

14:31 - NOT in advanced find for related entities (unfortunately our instance of Dynamics didn't fully co-operate with this point during the live session but we've shared more detail in a separate post)

17:00 - Demonstrating Customer Service Hub as an examples of the unified user interface including mobile experience

23:53 - How the hub concept in v9 applies to the Outlook app for Dynamics 365

25:58 - Changes to knowledge post editing

27:14 - Security improvements

29:13 - Introduction to virtual entities

32:50 - Microsoft Flow integration

37:11 - Design updates (App Designer, View Designer & Sitemap Designer)

40:34 - At this point we were attempting to demonstrate how Power BI charts from multiple workspaces can now be embedded in Dynamics 365 but some technical issues blocked us. The perils of a live demo!

43:07 - Discussing the integration between Dynamics 365 and LinkedIn including the new integrated Lead Gen Form preview app

45:22 - Update on legacy Dynamics CRM features that are deprecated with the release of Dynamics 365.
FEB 18 UPDATE - Since this presentation was recorded, Microsoft has reversed its decision to deprecate the Outlook add-in.

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