Show Notes

(Click for PDF)

What’s New:

* CE Core Platform update to 9.1.0.996 (looks like it updated again to
9.1.0.1006 just last night) – https://support.microsoft.com/en-us/help/4474073/service-update-9-for-microsoft-dynamics-365-9-1-0
* CE Portals Solution upgrade to 9.0.12.11
* CE Field Service Woodford solution update to 11.3.0.0 (provides much better experience in HTML5 than before)
* CE Sales Insights Solution upgrade to 9.0.1.7039
* CE Voice of the Customer Solution upgrade to 9.0.1371.8
* CE Dynamics for Marketing solution upgrade to 1.33.1023.0 (remember this one has to be done from the Applications tab in Admin Center) – https://blogs.msdn.microsoft.com/crm/2018/12/17/announcing-the-dynamics-365-for-marketing-december-2018-update-is-now-available/
* CE Field Service Solution upgrade to 8.3.0.225 – https://blogs.msdn.microsoft.com/crm/2018/12/21/release-notes-for-field-service-version-8-update-release-3/
* CE Project Service Solution upgrade to 3.3.0.258 –
https://blogs.msdn.microsoft.com/crm/2018/12/17/release-notes-for-project-service-automation-update-release-3/
* CE Field Service mobile app update in Windows, IOS, and Android that supports version 11.1.103.X or lower versions (have to re-download and it’s called “Field Service Mobile” with an icon that looks like a clipboard with a wrench on it). Corresponding new mobile Woodford solution can be downloaded from – https://aka.ms/fsmobile-project (first import must be from Silverlight version of Woodford)(make sure you’ve also updated the “Enabled for Field Service Mobile” flag on your Bookable Resources)
* CE App for Outlook Part 6 – Working with Contacts – https://blogs.msdn.microsoft.com/crminthefield/2018/12/10/dynamics-365-app-for-outlook-part-6-working-with-contacts/
* CE App for Outlook Part 7 – Helpful tips for using the App – https://blogs.msdn.microsoft.com/crminthefield/2018/12/11/dynamics-365-app-for-outlook-part-7-helpful-tips-for-using-the-app/
* CE App for Outlook Part 8 – Email Governance – https://blogs.msdn.microsoft.com/crminthefield/2018/12/12/dynamics-365-app-for-outlook-part-8-email-governance/
* If you’re using Unified Service Desk for CE, pay attention to this for better performance and reliability – https://blogs.msdn.microsoft.com/usd/2018/12/17/public-preview-of-the-edge-process-for-unified-service-desk/
* CE Channel Integration Framework (CIF) goes GA – https://blogs.msdn.microsoft.com/crm/2018/12/10/dynamics-365-channel-integration-framework-bring-your-own-channel-provider-with-ease/
* Next steps in making the Open Data Initiative more robust –
https://powerbi.microsoft.com/en-us/blog/power-bi-dataflows-and-azure-data-lake-storage-gen2-integration-preview/
* Organize Contacts under Accounts in Org Charts with LinkedIn integration – https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/live-org-chart
* CE (and model-driven PowerApps) new WYSIWYG form designer (Public preview) (arriving in US/Europe early January) – https://powerapps.microsoft.com/en-us/blog/introducing-the-new-wysiwyg-model-driven-form-designer-public-preview/
* More intuitive new PowerApps view designer for model-driven apps (soon to hit CE also) – https://powerapps.microsoft.com/en-us/blog/introducing-the-new-view-designer-for-model-driven-apps/
* Add Canvas PowerApps to CE forms (coming soon) – https://powerapps.microsoft.com/en-us/blog/enrich-your-model-driven-forms-with-embedded-canvas-apps-public-preview/
* Talent and Ceridian Dayforce Integration – UK Public Preview – https://docs.microsoft.com/en-us/dynamics365/unified-operations/talent/configure-payroll-integration
* Offer & Adobe sign integration is now live – https://docs.microsoft.com/en-us/dynamics365/unified-operations/talent/offer-setup and https://cloudblogs.microsoft.com/dynamics365/2018/12/12/accelerate-time-to-hire-with-adobe-sign-for-microsoft-dynamics-365-for-talent/
* Offer management capabilities are available as part of the Comprehensive Hiring Add-On – https://docs.microsoft.com/en-us/dynamics365/unified-operations/talent/offer-setup
* What’s new or changed in Talent Core – https://docs.microsoft.com/en-us/dynamics365/unified-operations/talent/whats-new-talent-december-14
* LCS – Manual Environment Upgrade At Maximum Capacity – https://blogs.msdn.microsoft.com/lcs/2018/12/
* LCS – Start/Stop buttons will not be available during an ongoing servicing operation – https://blogs.msdn.microsoft.com/lcs/2018/11/30/lcs-november-2018-release-2-release-notes/
* LCS – Issues when syncing to BPM using a custom Azure DevOps (VSTS) process template – https://blogs.msdn.microsoft.com/lcs/2018/11/28/issues-when-syncing-to-bpm-using-a-custom-azure-devops-vsts-process-template/
* LCS – Refresh Database Self-Service Action Available – https://blogs.msdn.microsoft.com/lcs/2018/11/13/refresh-database-self-service-action-available/
* Self-Service deployment for D365 F&O – https://blogs.msdn.microsoft.com/lcs/2018/12/14/self-service-deployment-for-dynamics-365-for-finance-and-operations/
* New barcode scanner control for canvas PowerApps – https://powerapps.microsoft.com/en-us/blog/new-barcode-scanner-control/
* PowerApps Canvas App Coding Standards and Guidelines Whitepaper – https://powerapps.microsoft.com/en-us/blog/powerapps-canvas-app-coding-standards-and-guidelines/
* December updates for Microsoft Flow – more button inputs, admin improvements, and more – https://flow.microsoft.com/en-us/blog/december-2018-updates/
* CDS Option Sets and Many-to-Many Relationships for Canvas apps are WAY better – https://powerapps.microsoft.com/en-us/blog/option-sets-and-many-to-many-relationships-for-canvas-apps/
* Starting Feb 1, ability to preview and test upcoming functionality in CE – https://blogs.msdn.microsoft.com/crm/2018/12/12/previewing-april-2019-release-functionalities-and-updates-for-dynamics-365-for-customer-engagement/
* April 2019 (Spring Release) Timeline and Overall Guidance for all Business Applications – https://cloudblogs.microsoft.com/dynamics365/2018/12/12/announcing-the-dynamics-365-april-19-release-timeline/
* What’s New in F&O – https://docs.microsoft.com/en-us/business-applications-release-notes/october18/dynamics365-finance-operations/planned-features
* Platform Update 22 for F&O is GA v8.1.2 – https://lcs.dynamics.com/V2/SharedAssetLibrary
* What’s new or changed in F&O Platform Update 22 – https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/get-started/whats-new-platform-update-22
* Prerelease F&O Platform Update 23 – https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/get-started/whats-new-platform-update-23
* F&O Roadmap – https://dynamics.microsoft.com/en-us/roadmap/finance-and-operations/
* Business Central Roadmap – https://community.dynamics.com/business/b/financials/archive/2018/12/20/happy-holidays-business-central-and-the-road-ahead-of-us and https://dynamics.microsoft.com/en-us/roadmap/business-central/
* Retail Roadmap – https://dynamics.microsoft.com/en-us/roadmap/retail/
* Talent Roadmap – https://dynamics.microsoft.com/en-us/roadmap/talent/

Show Notes

(click to open as PDF)

What’s New:

* CE Talent Anchor solution upgrade to 6.96.0, then again to 6.100.1
* Versium Predict solution upgrade from 6.0.3.0 to 7.0.0.0
* Sales Navigator for Dynamics 365 Unified Interface Solution Upgrade to 1.0.1.233 (if you tried before and the install failed, this one should succeed)
* Portals Solution version upgrade to 9.0.12.12 as portal host and 9.0.12.10 as solution in Dynamics – https://support.microsoft.com/en-us/help/4477061/portal-capabilities-for-microsoft-dynamics-365-version-9-0-12-12-relea
* CE Core Platform Updates were applied to version 9.1.0.646 –
https://support.microsoft.com/en-us/help/4469744/service-update-6-for-microsoft-dynamics-365-9-1
* I expect another CE Core Platform Update to happen this weekend to 9.1.0.876 – https://support.microsoft.com/en-us/help/4471116/service-update-8-for-microsoft-dynamics-365-9-1-0
* CE Field Service solution upgrade (v8.2.0.286 then again to .287) that allows older web UI versions to upgrade to UCI ones – https://blogs.msdn.microsoft.com/crm/2018/11/08/release-notes-for-field-service-version-8-update-release-2/  (as a spoiler, you have to opt in to allow the upgrade at https://experience.dynamics.com/insider/)
* CE Project Service solution upgrade to v3.2.0.246 for UCI version of that app (again, must opt-in to upgrade) – https://blogs.msdn.microsoft.com/crm/2018/12/06/release-notes-for-project-service-automation-update-release-2/
* CE Field Service solution upgrade to v7.5.5.48 for web UI-only version –
https://blogs.msdn.microsoft.com/crm/2018/12/05/release-notes-for-field-service-version-7-update-release-11/
* CE Project Service solution upgrade to v2.4.8.47 for web UI-only version
* Sales Insights (AI for Sales) Solution update to 9.0.1.7036 (If you’ve struggled getting these to install correctly, please go into Sales AI area inside the CE application and make sure you’ve consented to privacy agreement before attempting upgrade)
* Canvas App Sharing Experience updates – https://powerapps.microsoft.com/en-us/blog/new-canvas-app-sharing-experience/
* Friendly Display Names for fields are moving from experimental features to Public Preview for Canvas PowerApps – https://powerapps.microsoft.com/en-us/blog/display-names-enters-preview-for-canvas-apps/
* Flow Tab in Teams and new Teams’ Flow triggers – https://flow.microsoft.com/en-us/blog/introducing-the-flow-tab-in-teams-and-new-teams-triggers/
* SQL and CDS for Apps better supported in Canvas PowerApps with GUIDs as first-party data types – https://powerapps.microsoft.com/en-us/blog/fun-with-guids/
* Rich text editing in Microsoft Flow – https://flow.microsoft.com/en-us/blog/rich-text-editing/
* Working with Time columns in PowerApps using the SQL Server connector – https://powerapps.microsoft.com/en-us/blog/working-with-time-columns-in-sql-server/
* Advanced Flow example to convert any document into a PDF on demand (and view it in PowerApps) – https://flow.microsoft.com/en-us/blog/convert-pdf-with-microsoft-flow-nov-2018/
* Announcing Enterprise Asset Management for D365 F&O – https://cloudblogs.microsoft.com/dynamics365/2018/11/13/enterprise-asset-management-in-dynamics-365-for-finance-and-operations/
* New documentation for process guide framework (extending WMS mobile with X++) – https://docs.microsoft.com/en-us/dynamics365/unified-operations/supply-chain/warehousing/process-guide-framework
* Nifty trick to enable new navigation experience in CE for UCI – https://www.magnetismsolutions.com/blog/jaredjohnson/2018/11/27/dynamics-365-v9-1-enable-unified-interface-ui-updates-on-upgraded-organizations
* Real-Time Customization/Configuration checks in CE Apps and Model Driven PowerApps with Solution checker – https://powerapps.microsoft.com/en-us/blog/make-higher-quality-apps-with-solution-checker/
* Updated documentation on enabling Teams/CE integration – https://docs.microsoft.com/en-us/dynamics365/customer-engagement/basics/teams-install-app (hint – must enable SharePoint server to server integration to enable preview of Teams integration)
* Best practices around “Sync items with Exchange from this Dynamics 365 org only, even if Exchange was set to sync with a different org check box” in CE – https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/when-would-want-use-check-box
* Great Part 1 of a multi-post series dedicated to best practices with CE App for Outlook – https://blogs.msdn.microsoft.com/crminthefield/2018/12/03/dynamics-365-app-for-outlook-part-1-the-basics/
* CE App for Outlook Part 2 – What is supported? – https://blogs.msdn.microsoft.com/crminthefield/2018/12/04/dynamics-365-app-for-outlook-part-2-what-is-supported/
* CE App for Outlook Part 3 – Settings that affect tracking and correlation – https://blogs.msdn.microsoft.com/crminthefield/2018/12/05/dynamics-365-app-for-outlook-part-3-settings-that-affect-tracking-and-correlation/
* CE App for Outlook Part 4 – Working with Emails – https://blogs.msdn.microsoft.com/crminthefield/2018/12/06/dynamics-365-app-for-outlook-part-4-working-with-emails/
* CE App for Outlook Part 5 – Working with Appointments – https://blogs.msdn.microsoft.com/crminthefield/2018/12/07/dynamics-365-app-for-outlook-part-5-working-with-appointments/
* NAV and Business Central Docker images now available for Windows Server 2019 – https://community.dynamics.com/business/b/freddysblog/archive/2018/11/30/nav-and-business-central-docker-images-now-available-for-windows-server-2019
* F&O Platform update 22 – https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/get-started/whats-new-platform-update-22
* What’s new in F&O update 8.1.2 – https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/get-started/whats-new-changed-8-1-2
* What’s new or changed in Talent – https://docs.microsoft.com/en-us/dynamics365/unified-operations/talent/whats-new-talent-november-27
* Be a Dynamics 365 for Talent Influencer: Participate in Upcoming Research Studies and Provide Feedback – https://community.dynamics.com/365/talent/b/dynamics365fortalent/archive/2018/11/08/be-a-dynamics-365-for-talent-influencer-participate-in-upcoming-research-studies-and-provide-feedback
* Provide Feedback for the Business Central Engineering Team – https://community.dynamics.com/business/b/financials/archive/2018/12/04/find-the-right-resources-and-provide-feedback

Events/Webinars/Videos:

* Financial Management: Leverage the Digital transformation to drive corporate performance webinar – https://info.microsoft.com/D365-Corporate-Performance-through-Digital-Transformation_OnDemandRegistration.html
* Fast Track Architect Bootcamp – https://community.dynamics.com/365/b/partnerevents/archive/2018/11/08/dynamics-365-fasttracks-bootcamp
* BizApps Partner Bootcamp – https://community.dynamics.com/365/b/partnerevents?c=BizApps%20Bootcamps
* F&O How to videos – https://community.dynamics.com/365/financeandoperations/b/howtovideos

Featured Content:

* How to enable the Teams integration with CE
* How to find what’s in the updates for F&O