Blog

Dynamics Fortnight Fridays Episode for 2019-05-10


Show Notes

What’s New in Power Platform:

What’s New in CE:

What’s New in Talent/Retail/BC:

What’s New in F&O:

What’s New in Solution Updates:

How do I operationalize things?

Featured Content:

  • Working with updated Assistant in CE, including making your own custom cards

Dynamics Fortnight Fridays Episode for 2019-04-26


Show Notes

What’s New in Power Platform:

What’s New in CE:

What’s New in Talent/Retail/BC:

What’s New in F&O:

What’s New in Solution Updates:

Featured Content:

Dynamics Fortnight Fridays Episode for 2019-04-12


Show Notes

What’s New in Power Platform:

* Flow now connects to Azure Key Vault, can utilize Data Gateway Clusters, and gets nice improvements in Flow Checker – https://flow.microsoft.com/en-us/blog/microsoft-flow-is-integrated-in-azure-iot-central-and-more/
* Dataflows go GA with some nice improvements (PBI Desktop update now reflects that also) – https://powerbi.microsoft.com/en-us/blog/announcing-power-bi-dataflows-general-availability/
and https://powerbi.microsoft.com/en-us/blog/power-bi-desktop-april-2019-feature-summary/
* Dataflows get Auto ML capabilities for citizen developers to leverage AI for greater insights from their data – https://powerbi.microsoft.com/en-us/blog/creating-machine-learning-models-in-power-bi/
* Canvas PowerApps got some nice delegation enhancements for lookups, Today/Now, and AddColumns when using Common Data Service connector – https://powerapps.microsoft.com/en-us/blog/delegation-enhancements-for-lookups-today-now-and-addcolumn
* Nice tweak to canvas PowerApps creator experience to increase your design space by closing the tree view – https://powerapps.microsoft.com/en-us/blog/increase-your-canvas-space-by-closing-the-tree-view/
* CE now allows embedded canvas apps to interact with the host form bidirectionally – https://powerapps.microsoft.com/en-us/blog/embedded-canvas-apps-can-now-navigate-refresh-and-save-the-host-form/
* Canvas PowerApps makers who love their semicolons rejoice! – https://powerapps.microsoft.com/en-us/blog/the-smallest-feature

What’s New in CE:

* Open Data Initiative expands from 3 to 15 core contributors – https://news.microsoft.com/2019/03/27/adobe-microsoft-and-sap-announce-new-open-data-initiative-details/
* Enable Unified Interface Only for CE as default experience – https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/enable-unified-interface-only
* Mobile offline for CE is back! (in Public Preview for now) – https://blogs.msdn.microsoft.com/crm/2019/04/01/stay-productive-always-with-mobile-offline-for-dynamics-365-for-customer-engagement-apps-public-preview/
* CE gets Profile Cards in Unified Interface (have to wait for platform version 9.1.0.4203 (expected early May) and enable them in System Settings) – https://blogs.msdn.microsoft.com/crm/2019/04/03/introducing-profile-cards-in-dynamics-365/ and https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/enable-profile-card
* Customer Insights is now GA – https://cloudblogs.microsoft.com/dynamics365/bdm/2019/04/03/microsoft-dynamics-365-customer-insights-is-now-generally-available/
* CE Nonprofit Accelerator Update – https://cloudblogs.microsoft.com/dynamics365/bdm/2019/04/04/dynamics-365-nonprofit-accelerator-a-community-solution-to-drive-social-impact/
* CE User timeout settings will be defaulted to nothing after this weekend –  https://cloudblogs.microsoft.com/dynamics365/it/2019/04/10/release-notes-for-user-session-timeout-management/
* Nice evolution in AI for Customer Service – https://cloudblogs.microsoft.com/dynamics365/it/2019/04/11/announcing-new-capabilities-in-dynamics-365-customer-service-insights/
* Solution Packager update (v9.0.3.1) to allow Canvas PowerApps and Flows and PCF components to be part of solutions it handles – https://www.nuget.org/packages/Microsoft.CrmSdk.CoreTools/
* CE Product Visualize is now available in the IOS App Store
* CE Remote Assist Mobile is now available in the Android Play Store

What’s New in Talent/Retail/BC:

* For Talent – Attract, new feature to “Apply with LinkedIn” – https://cloudblogs.microsoft.com/dynamics365/no-audience/2019/04/01/dynamics-365-for-talent-now-supports-apply-with-linkedin/
* Preview Features of Retail 10.0.2 – https://docs.microsoft.com/en-us/business-applications-release-notes/April19/dynamics365-retail/planned-features
* Initialize Retail Scale Unit – https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/deployment/initialize-retail-channels
* What’s New in Talent – https://docs.microsoft.com/en-us/dynamics365/unified-operations/talent/whats-new-talent-april-2-2019
* Talent Tips Tuesday from Tom Elliott – https://www.linkedin.com/feed/hashtag/?keywords=%23TalentTipsTuesday

What’s New in F&O:

* Preview Features 10.0.2 – https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/get-started/whats-new-changed-10-0-2
* Acceptance Testing – https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/perf-test/acceptance-test-library
* Preview Features of Update 26 – https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/get-started/whats-new-platform-update-26
* Project Sales Orders for T&M Projects – https://docs.microsoft.com/en-us/dynamics365/unified-operations/financials/project-management/project-sales-orders
* Push B2B Users to Azure Active Directory – https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/sysadmin/implement-b2b
* Removed or Deprecated Features 10.0.1 – https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/migration-upgrade/deprecated-features
* Personalize the User Experience – https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/get-started/personalize-user-experience
* F&O Project Mobile App – https://docs.microsoft.com/en-us/dynamics365/unified-operations/financials/project-management/project-mobile-application-overview
* CustomerSource and PartnerSource are down until April 17th. Alternate links are provided on the splash page of the sites.

What’s New in Solution Updates:

* Core CDS for Apps solution update to 9.1.0.3452 – https://support.microsoft.com/en-us/help/4493081/service-update-34-for-microsoft-dynamics-365-9-1-0
* Core CDS for Apps solution update expected this weekend to 9.1.0.3653 – https://support.microsoft.com/en-us/help/4493767/service-update-36-for-microsoft-dynamics-365-9-1
* Project Service UCI Solution update to 3.6.0.67 – https://blogs.msdn.microsoft.com/crm/2019/03/29/release-notes-for-project-service-automation-update-release-6/
* Channel Integration Framework solution update (fixes issue with multiple business units) to 9.0.1.121 – you have to update this one manually from AppSource, it doesn’t show up in Admin Center for some reason
* Project Service Automation solution update to 3.6.0.68 – https://cloudblogs.microsoft.com/dynamics365/no-audience/2019/03/29/release-notes-for-project-service-automation-update-release-6/
* Field Service solution update to 8.6.0.183, then again to 8.6.0.274
* CE Portals version 9.1.4.29 GA Release (early adopter release of the same was covered in last episode) – https://support.microsoft.com/en-us/help/4496222/portal-capabilities-for-microsoft-dynamics-365-version-9-1-4-29-releas
* Adobe Sign solution update to 8.0.0.3
* Dynamics for Talent solution update to 6.177.0
* LinkedIn Sales Navigator solution update to 2.3.0.9
* PowerApps Checker solution update to 1.0.0.97, then 1.0.0.99
* Sales insights add-on (AI for Sales) solution update to 9.0.1.7051

Featured Content:

* Good quick read highlighting the value of a common data model for standardization when ingesting heterogeneous data into a data lake – https://www.linkedin.com/pulse/value-data-estate-steven-guggenheimer/
* Great explanation of the evolution of CDS – https://survivingcrm.com/2019/04/the-real-common-data-service-emerges/
* Great explanation of the power of CDS as a development platform – https://aka.ms/why-cds

Dynamics Fortnight Fridays Episode for 2019-03-29


Show Notes

What’s New:

* PowerApps update – SharePoint Online document libraries now show up uniquely – https://powerapps.microsoft.com/en-us/blog/sharepoint-online-document-libraries-now-supported/
* Canvas PowerApps based on CDS – Display names and GUIDs are permanent – https://powerapps.microsoft.com/en-us/blog/display-names-and-guids-for-canvas-apps-graduate/
* Responsive canvas PowerApps – https://powerapps.microsoft.com/en-us/blog/craft-app-height-and-width-expressions-to-create-responsive-canvas-apps/
* Flow is now embedded in IoT Central – https://azure.microsoft.com/blog/what-s-new-in-azure-iot-central-march-2019/
* Flow brings adaptive cards to Microsoft Teams and better connectivity to business process flows in the Common Data Service – https://flow.microsoft.com/en-us/blog/adaptive-cards-for-microsoft-teams-microsoft-flow-us-government-now-available/
* Check out Microsoft Forms Pro – https://cloudblogs.microsoft.com/dynamics365/2019/03/18/microsoft-forms-pro-public-preview-is-now-available/
* CE Marketing spring-release preview updated – https://blogs.msdn.microsoft.com/crm/2019/03/19/dynamics-365-for-marketing-spring-release-preview-now-updated-with-expanded-features/
* Enable an Accessibility-friendly email client for CE – https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/deploy-email-unified-interface
* Streamlined sign in for CE mobile apps on iOS – https://blogs.msdn.microsoft.com/crm/2019/03/25/email-based-sign-in-for-dynamics-365-for-phones-and-tablets-ios/
* Data masking in CE Omni-Channel Engagement Hub Chat – https://docs.microsoft.com/en-us/dynamics365/customer-engagement/omni-channel-engagement-hub/administrator/data-masking-settings
* Deprecation of CDS 1.0 for Talent
* Broadbean integration to Talent – https://community.dynamics.com/365/talent/b/dynamics365fortalent/archive/2019/03/26/dynamics-365-for-talent-now-supports-broadbean-for-job-distribution
* Alerts in F&O as Business Events – https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/business-events/alerts-business-events
* What’s New or Changed in March for Talent – https://docs.microsoft.com/en-us/dynamics365/unified-operations/talent/whats-new-talent-march-20
* Configure continuous updates in LCS – https://blogs.msdn.microsoft.com/lcs/2019/03/16/configuring-lcs-for-continuous-service-updates/
* LCS March Updates – https://blogs.msdn.microsoft.com/lcs/2019/03/16/lcs-march-2019-release-2-release-notes/
* Prepare Business Central for the April update – https://community.dynamics.com/business/b/businesscentraldevitpro/archive/2019/03/27/scheduling-your-spring-2019-upgrade-for-business-central
* Deploy BC and NAV with Azure SQL Managed Instance – https://community.dynamics.com/business/b/businesscentraldevitpro/archive/2019/03/06/dynamics-365-business-central-and-azure-sql-managed-instance
* Business Central API’s available for Microsoft Graph – https://community.dynamics.com/business/b/businesscentraldevitpro/archive/2019/03/04/announcing-business-central-in-microsoft-graph
* Watch the Business Application virtual launch live – https://cloudblogs.microsoft.com/dynamics365/2019/03/21/watch-the-live-stream-of-the-business-applications-virtual-launch-event/
* CE Gamification Solution quarterly update to 2019.3.15
* Core CDS for Apps solution update to 9.1.0.3056 – https://support.microsoft.com/en-us/help/4490933
* Core CDS for Apps solution update expected this weekend to 9.1.0.3254 – https://support.microsoft.com/en-us/help/4491897/service-update-32-for-microsoft-dynamics-365-9-1-0
* AI for Sales Solution update to 9.0.1.7050
* Dynamics Portals early upgrade release to 9.1.4.29 – https://support.microsoft.com/en-us/help/4496222/portal-capabilities-for-microsoft-dynamics-365-version-9-1-4-29-releas
* CafeX Live Assist Solution update to 3.4.0.1

How do I operationalize this?

* Deploying a POS in Retail – watch the video

Dynamics Fortnight Fridays Episode for 2019-03-15


Show Notes

What’s New:

* CE Possible challenges with IE – https://blogs.msdn.microsoft.com/crm/2019/03/02/unified-interface-internet-explorer-11-browser-update-issue/
* CE Field Service – how to set up and use 3D models to help technicians – https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/3d-viewer
* If you use Unified Service Desk for CE, make sure you start testing with this public preview build (4.1) – https://blogs.msdn.microsoft.com/usd/2019/03/08/public-preview-of-unified-service-desk-4-1/
* Autonumbering for CDS for Apps makes it to administration console – https://powerapps.microsoft.com/en-us/blog/autonumber-fields-are-now-supported-by-the-modern-entity-designer/
* Follow the data from ingestion through prep steps to end user consumption repository with data lineage for Power BI dataflows – https://powerbi.microsoft.com/en-us/blog/power-bi-data-lineage-experience-for-dataflows/
* How to easily configure dependent drop downs in Canvas PowerApps – https://powerapps.microsoft.com/en-us/blog/configure-easy-dependent-drop-downs-in-powerapps/
* Flow gets custom response options for Approvals – https://flow.microsoft.com/en-us/blog/introducing-custom-response-options-for-approvals/
* F&O Update 24 – https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/get-started/whats-new-platform-update-24
* F&O KB’s for Update 24 – https://fix.lcs.dynamics.com/Issue/Details?bugId=287129&qc=6daf0a1b735f67d827cf6f643a2ef482dc0d66a220ce23ba6f3cba32ece56015
* Preview Features for Update 25 – https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/get-started/whats-new-platform-25
* F&O One Version Service Update FAQ – https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/get-started/one-version
and https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/lifecycle-services/oneversion-overview
* Synchronize inventory, products, and adjustments from Field Service to Finance and Operations – https://docs.microsoft.com/en-us/dynamics365/unified-operations/supply-chain/sales-marketing/synchronize-inventory-adjustments and https://docs.microsoft.com/en-us/dynamics365/unified-operations/supply-chain/sales-marketing/synchronize-products-inv-unit
* Preview Features Retail Version 10 – https://docs.microsoft.com/en-us/dynamics365/unified-operations/retail/get-started/whats-new-10-0-1
* March Talent Updates – https://docs.microsoft.com/en-us/dynamics365/unified-operations/talent/whats-new-talent-march-5
* LCS March Update – https://blogs.msdn.microsoft.com/lcs/2019/03/04/lcs-march-2019-release-1-release-notes/
* PowerApps Checker solution update to 1.0.0.74
* Sales Insights solution update to 9.0.1.7044, then 9.0.1.7045, then
9.0.1.7047
* Adobe Sign solution update to 8.0.0.1
* Talent solution update to 6.162.0
* Dynamics Marketing solution update to 1.35.1026.0 (reminder to update from Applications area)
* Portals Base and Community Solution update to 9.1.2.2
* Field Service Solution March Update to 8.5.0.345 – https://blogs.msdn.microsoft.com/crm/2019/03/07/release-notes-for-field-service-version-8-5-0-345/
* Project Service Solution March Update to 3.5.0.40 – https://blogs.msdn.microsoft.com/crm/2019/03/12/release-notes-for-project-service-automation-update-release-5/
* Core CDS for Apps solution update to 9.1.0.2648 – https://support.microsoft.com/en-us/help/4489612/service-update-26-for-microsoft-dynamics-365-9-1-0
* Core CDS for Apps solution update expected this weekend to 9.1.0.2851 – https://support.microsoft.com/en-us/help/4490262/service-update-28-for-microsoft-dynamics-365-9-1-0
* Nifty solution for CE to enable proximity-based suggestions in mobile app – https://blogs.msdn.microsoft.com/geoffreyinnis/2019/03/13/lightweight-geospatial-in-dynamics-365-for-phones/

Featured Content:

* Build proximity-based suggestion app for CE

Dynamics Fortnight Fridays Episode for 2019-03-01


Show Notes

What’s New:

* CE Omni-Channel Engagement Hub Preview turns on (Insider Portal on experience.dynamics.com) – https://docs.microsoft.com/en-us/business-applications-release-notes/october18/service/customer-service-omni-channel-release-notes/omni-channel-engagement-hub-overview
* CE USD 4.1 Preview available supporting Edge and Chrome browsers (Insider Portal on experience.dynamics.com) – https://blogs.msdn.microsoft.com/usd/2018/12/17/public-preview-of-the-edge-process-for-unified-service-desk/
* Solution Checker (PowerApps Checker) for CE to help you find ways to improve your performance and maintainability – https://docs.microsoft.com/en-us/powerapps/maker/common-data-service/use-powerapps-checker
* Guidance in troubleshooting Server Side Sync mailbox errors – https://blogs.msdn.microsoft.com/crminthefield/2019/02/14/how-to-read-the-dynamics-365-mailbox-details-file-for-troubleshooting/
* Using documents as part of Sales Playbooks – https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/associate-documents-playbook-activities
* Check out all these sample PowerApps reusable components – https://powerapps.microsoft.com/en-us/blog/powerapps-ten-reusable-components/
* April 2019 Release Notes Updates (quite a few of them!) – https://docs.microsoft.com/en-us/business-applications-release-notes/April19/index
* Introducing Dynamics 365 Guides – https://dynamics.microsoft.com/en-us/mixed-reality/guides/ and https://docs.microsoft.com/en-us/business-applications-release-notes/April19/dynamics365-mixed-reality/microsoft-dynamics365-guides/
* CE Virtual Agents – https://dynamics.microsoft.com/en-us/ai/customer-service/ and https://docs.microsoft.com/en-us/business-applications-release-notes/April19/artificial-intelligence/customer-service/virtual-agent/
* CE Customer Insights – https://dynamics.microsoft.com/en-us/ai/customer-insights/ and https://docs.microsoft.com/en-us/dynamics365/ai/customer-insights/overview
* Dynamics 365 CE Solution Lifecycle Management (DevOps) whitepaper – https://www.microsoft.com/en-us/download/details.aspx?id=57777
* Core CDS for Apps platform update to 9.1.0.1847 in NA weekend of 2-8 –
https://support.microsoft.com/en-us/help/4486657/service-update-18-for-microsoft-dynamics-365-9-1-0
* Core CDS Platform update to 9.1.0.2057 in NA on weekend of 2-15 –
https://support.microsoft.com/en-us/help/4487586/service-update-20-for-microsoft-dynamics-365-9-1
* Core CDS Platform update to 9.1.0.2251 in NA on weekend of 2-22 –
https://support.microsoft.com/en-us/help/4488161/service-update-22-for-microsoft-dynamics-365-9-1-0
* Core CDS Platform update to 9.1.0.244 in NA expected on weekend of 3-1 – https://support.microsoft.com/en-us/help/4488855/service-update-24-for-microsoft-dynamics-365-9-1-0
* Field Service solution update to 8.4.0.338, then 8.5.0.343 – https://blogs.msdn.microsoft.com/crm/2019/02/11/release-notes-for-field-service-version-8-4-0-338/
* Project Service solution update to 3.4.0.37 – https://blogs.msdn.microsoft.com/crm/2019/02/13/release-notes-for-project-service-automation-update-release-4/
* Universal Resource Scheduling update to 3.4.0.141 – https://blogs.msdn.microsoft.com/crm/2019/02/20/release-notes-for-universal-resource-scheduling-february-2019/
* Talent Solution Upgrade to 9.152.0
* CE AI for Sales solution update to 9.0.1.7043
* CE Voice of the Customer update to 9.0.1438.4 (remember to update via
Applications) – https://blogs.msdn.microsoft.com/crm/2019/02/21/whats-new-in-voice-of-the-customer-version-9-0-1438-3-9-0-1438-4/

How do I operationalize this?

* New Solution History tile in CE instances to get telemetry on Solution
Import/Upgrade failures
* Solution Checker demo
* Components Demo PowerApp

Dynamics Fortnight Fridays Episode for 2019-02-15


Show Notes

What’s New:

* Complex Conditions, Remind Me, peek at your code JSON while designing, and new security graph connector in Flow – https://flow.microsoft.com/en-us/blog/build-more-powerful-conditions-in-flows-and-more/
* Beautiful symmetry in Canvas PowerApps using CDS as data source; relate and unrelate records in many-to-many relationships – https://powerapps.microsoft.com/en-us/blog/relate-records-in-many-to-many-relationships/
* Make Flows from Visio – https://flow.microsoft.com/en-us/blog/beginner-flow-of-the-week-generating-flows-from-visio/
* Business Events Developer – https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/business-events/business-events-dev-doc
* What’s New in Talent – https://docs.microsoft.com/en-us/dynamics365/unified-operations/talent/whats-new-talent-february-7 and https://docs.microsoft.com/en-us/dynamics365/unified-operations/talent/whats-new-talent-feb14
* Data integration options for Talent – https://docs.microsoft.com/en-us/dynamics365/unified-operations/talent/data-integration
* Talent for UK Released – https://community.dynamics.com/365/talent/b/dynamics365fortalent/archive/2019/01/25/provision-talent-in-united-kingdom
* Talent solution update to version 6.149.0
* New Documentation for Integrations and Integration Testing – https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/data-entities/odata and https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/data-entities/third-party-service-test
* Enable Change Management Tracking for F&O Entities – https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/data-entities/entity-change-track
* Personalize Product Recommendations in Retail Using Azure AI – https://docs.microsoft.com/en-us/dynamics365/unified-operations/retail/personalized-product-recommendations
* Lifecycle Services February Update – https://blogs.msdn.microsoft.com/lcs/2019/02/05/lcs-february-2019-release-1-release-notes/
* PowerApps Tree view has an “App” item to make app building easier – https://powerapps.microsoft.com/en-us/blog/tree-view-has-an-app-item-to-make-app-building-easier/
* Easier sharing of PowerApps with multiple users – https://powerapps.microsoft.com/en-us/blog/sharing-powerapps-with-multiple-users/
* Microsoft Business Applications YouTube channel – https://www.youtube.com/channel/UCaxGoD1whB0A-MGxevef2fg

How do I operationalize this?

Featured Content:

* Cognitive Services Face Detection in PowerApps

Dynamics Fortnight Fridays Episode for 2019-02-01


Show Notes

What’s New:

* Canvas PowerApps using CDS connector get lots of goodies now by default – https://powerapps.microsoft.com/en-us/blog/new-cds-capabilities-for-canvas-apps-enter-preview/
* Go BIG in Canvas PowerApps with SaveData and LoadData improvements – https://powerapps.microsoft.com/en-us/blog/savedata-and-loaddata-unleashed/
* Canvas PowerApps start getting reusable “Components” (in Preview instances) – https://powerapps.microsoft.com/en-us/blog/components-available-in-preview/
* Power Platform Data Gateway Management in Admin Center – https://powerapps.microsoft.com/en-us/blog/on-premises-data-gateway-management-in-the-power-platform-admin-center/ or https://powerbi.microsoft.com/en-us/blog/on-premises-data-gateway-management-in-the-power-platform-admin-center/
* Upgrade your previous version Common Data Service database, apps, and flows – https://powerapps.microsoft.com/en-us/blog/upgrade-your-previous-version-common-data-service-database-apps-and-flows/
* Nice Flow enhancement to generate Word documents or PDFs of them – https://flow.microsoft.com/en-us/blog/generate-word-documents-in-your-flows/
* It’s even easier to share your work with others now when you send a Flow as a copy – https://flow.microsoft.com/en-us/blog/send-a-flow-as-a-copy/
* Big step forward in governance capabilities in Flow (pay attention to warning at bottom of blog post) – https://flow.microsoft.com/en-us/blog/introducing-http-and-custom-connector-support-for-data-loss-prevention-policies/
* First release of an Azure DevOps task in the Visual Studio Marketplace to support F&O ALM processes – https://community.dynamics.com/365/financeandoperations/b/newdynamicsax/archive/2019/01/18/first-azure-devops-task-released#pi62366=2
* Environment monitoring changes in LCS – https://blogs.msdn.microsoft.com/lcs/2019/01/24/lcs-january-2019-release-2-release-notes/
* What New in Talent (Core HR) – https://docs.microsoft.com/en-us/dynamics365/unified-operations/talent/whats-new-talent-january-23
* Career Sites for Talent (Attract) – https://docs.microsoft.com/en-us/dynamics365/unified-operations/talent/career-site
* Talent Solution upgrade to 6.144.0
* F&O Platform Update 24 – https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/get-started/whats-new-platform-update-24 or for Version 10.0 – https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/get-started/whats-new-changed-10
* Business Central Enhanced Cash Flow – https://community.dynamics.com/business/b/financials/archive/2019/01/25/enhanced-cash-flow-forecasting
* Business Central and Office 2019 – https://community.dynamics.com/business/b/businesscentraldevitpro/archive/2019/01/25/dynamics-365-business-central-and-office-2019
* F&O Business Events – https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/business-events/home-page
* Retail Open URL in POS – https://docs.microsoft.com/en-us/dynamics365/unified-operations/retail/open-url-in-pos
* F&O Automated Entity store refresh – https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/automated-entity-store-refresh
* Wicked easy sign in finally for CE IOS apps (in preview) – https://blogs.msdn.microsoft.com/crm/2019/01/30/preview-email-based-sign-in-for-dynamics-365-for-phones-app/
* Scheduling rooms or facilities of rooms with URS in CE – https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/facility-scheduling
* Core CDS for Apps platform update to 9.1.0.1471 happened last weekend in NA – https://support.microsoft.com/en-us/help/4481953/service-update-14-for-microsoft-dynamics-365-9-1-0
* Core CDS for Apps platform update to 9.1.0.1661 expected this weekend in NA – https://support.microsoft.com/en-us/help/4484669/service-update-16-for-microsoft-dynamics-365-9-1-0
* CE AI for Sales solution update to 9.0.1.7041, now 9.0.1.7042 as of this
morning
* CE Partner Portal solution update to 9.0.12.11 (fixes issue with geolocation zeroing out some lat and long info)
* CE Portal Host code update for early upgrade instances (GA happening next Tues, Fed 5) to 9.1.1.22 – https://support.microsoft.com/en-us/help/4488241/portal-capabilities-for-microsoft-dynamics-365-version-9-1-1-22-relea
* CE CafeX Solution update to 3.3.1.8
* Community webinars – https://community.dynamics.com/365/b/webinars/archive/2018/09/13/dynamics-365-release-and-update-cadence

How do I operationalize this?

* Guidance for CE to prepare your organization for next release (how to think about new preview functionality lighting up today (Feb 1) – https://docs.microsoft.com/en-us/power-platform/admin/preview-april-2019-updates
* Enable Power BI for Workspace in F&O – https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/embed-power-bi-workspaces?toc=/fin-and-ops/toc.json

Featured Content:

1 Have a Sandbox environment as a copy for the Production environment

We strongly recommend enabling the April 2019 release first in a Sandbox environment which is a replica or copy of the existing Production environment. This is to make sure that a customer has validated the updates in another environment prior to impacting the current Production apps and environment.

Also, once April 2019 updates are enabled for an environment, they cannot be turned off like any other setting. Learn more about it in #3 below.

Create a copy of the Production environment into a Sandbox environment

If you don’t have a Sandbox copy of your Production environment, you can create a copy in the Dynamics 365 admin center

Create a backup of the Production environment

For restoration, if needed.

2 Enable the April 2019 opt-in from the Power platform Admin center

Starting February 1, 2019,  you will be able to enable the April 2019 release for the environment. This option will be available in Environment > Settings > Previews and updates. Once enabled for an environment, you cannot turn this off for the environment. To remove the April 2019 updates for your environment, you will have to either reset the environment or restore the environment to a previously backed up version. We do not recommend doing any of those options unless necessary. It’s important to try the April 2019 updates in your Sandbox environment first prior to enabling it in your Production environment.

3 Any Dynamics 365 for Customer Engagement apps installed on the environment?

If you have any Dynamics 365 for Customer Engagement apps on your environment like Sales, Service and Marketing, then they need to be explicitly upgraded to the April 2019 version.

4 Update the applications from Dynamics 365 admin center

Once you have enabled the April 2019 updates for your environment, you can update your apps from Dynamics 365 admin center > Applications. For example, if you have the Dynamics 365 for Sales application installed on your environment, then the option to Upgrade will be visible in the admin center. Please note that upgrading the app might take a few hours and you might see a downtime for your applications going through the update process.

5 We recommend testing out all the scenarios exhaustively in this step.

If you have any Dynamics 365 for Customer Engagement apps in your environment like Sales, Service and Marketing, then they need to be explicitly upgraded to the April 2019 version.

6 & 7 Report any issues found

As you verify the experience in your preview environment, if you find any regressions, functional, or performance issues related to the April 2019 updates that could impact your business, report them to Microsoft by opening a support ticket or through the Dynamics 365 forum.

8 Enable the April 2019 updates in your Sandbox environment

You should:

a. Update customizations to leverage or respond to new capabilities.

b. Update internal readiness materials based on new features or UX.

c. Prepare internal change management to run in April (training, communications, etc.)

9 Enable the April 2019 updates in your Production environment

We recommend enabling these updates during business downtime after you have validated your key scenarios are working as expected. Please note, once the April 2019 update is enabled this cannot be reversed. However, you can restore to a prior backup version of the updated environment if needed.

Dynamics Fortnight Fridays Episode for 2019-01-18


Show Notes

What’s New:

* Timers in Model-Driven Apps and CE – https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/timer-control-legacy
* Controlling Grid and List behavior across form factors in Unified Interface in Model-Driven Apps and CE – https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/specify-properties-for-unified-interface-apps
* Optimize Form Load Performance in Model-Driven Apps and CE – https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/optimize-form-performance
* LCS January Update – https://blogs.msdn.microsoft.com/lcs/2019/01/10/lcs-january-2019-release-1-release-notes/
* Power Platform Data Integrator Improvements – https://powerapps.microsoft.com/en-us/blog/data-integrator-updates-new-features-with-an-intuitive-user-interface-providing-a-fluent-experience/
* New F&O features in 8.1 and 8.1.2: Derived dimensions – https://community.dynamics.com/365/financeandoperations/b/financials/archive/2018/11/26/new-features-in-8-1-and-8-1-2-deriveddimensions
* Cumulative Update 03 for Microsoft Dynamics 365 Business Central has been released – https://community.dynamics.com/business/b/businesscentraldevitpro/archive/2019/01/16/cumulative-update-03-for-microsoft-dynamics-365-business-central-has-been-released
* Even more Dataflow goodness to make it easier to get your data into your data lake or the PowerBI service – https://powerbi.microsoft.com/en-us/blog/power-bi-dataflows-january-updates/
* PowerApps gets a facelift when working with data sources and fields on forms – https://powerapps.microsoft.com/en-us/blog/improved-datasource-and-field-selection-in-canvas-apps/
* Delegation improvements in PowerApps using CDS connector – https://powerapps.microsoft.com/en-us/blog/delegation-of-aggregate-functions-for-cds/
* PowerApps is now fully audited in Office 365 Security and Compliance Center – https://powerapps.microsoft.com/en-us/blog/microsoft-powerapps-audit-events-now-available-in-office-365-security-compliance-center/
* Good news for Flow users who leverage the Planner or Outlook connectors – https://flow.microsoft.com/en-us/blog/january-connector-improvements-and-new-releases/
* Talent Solution Upgrade to 6.140.0
* Sales Insights (AI for Sales) Solution Upgrade to 9.0.1.7040
* Field Service Solution Upgrade to 8.3.1.0
* If you were attempting to upgrade Voice of the Customer (per earlier
episode) from the solutions list in the admin center and it failed, please
try again but trigger the upgrade from the applications area instead (twice if it fails the first time).
* Power Platform User Group has formed in Minneapolis – Join at https://www.powerplatformug.com/communities/community-home?CommunityKey=19c2ac73-92c9-48bb-a26a-0eb83c7f7714
* Spring Release (Apr 2019) Notes should be available on Monday (Jan 21) – https://docs.microsoft.com/en-us/business-applications-release-notes/index
* Signup for Spring Release Virtual Launch Event (April 2, 2019 at 8am CDT) – https://info.microsoft.com/Microsoft-Business-Applications-Virtual-Launch-Event-April-19-Registration.html?lcid=en-us
* Talent Webinar Series – https://info.microsoft.com/IntroductionToDynamics365forTalent-Registration.html

How do I operationalize this?

* Enable Punchouts in F&O
* Embed a Canvas PowerApp to show credit card info in a Model-Driven (D365CE) Contact Form

Dynamics Fortnight Fridays Episode for 2019-01-04


Show Notes

(click to download PDF)

What’s New:

* CE Platform Update expected this weekend in North America and Europe to 9.1.0.1115 (or higher) – https://support.microsoft.com/en-us/help/4477415/service-update-10-for-microsoft-dynamics-365-9-1-0
* CE Portals Solution upgrade to 9.0.12.12 – https://support.microsoft.com/en-us/help/4477061/portal-capabilities-for-microsoft-dynamics-365-version-9-0-12-12-relea
* CE Gamification solution upgrade to v2019.1.4 (remember to go to Gamification > Gamification Settings, and then click “Configure App” after doing solution update to update all dependencies to the latest version) – https://docs.microsoft.com/en-us/dynamics365/customer-engagement/gamification/release-notes
* F&O Update 23 Notes – https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/get-started/whats-new-platform-update-23
* F&O Data Entities available in your Data Lake – https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/data-entities/entity-store-data-lake
* F&O Maintenance Mode Preview – https://experience.dynamics.com/insider/campaign/?id=5ce01053-5ffe-e811-a95c-000d3a4f33c1
* F&O Insider Community Public Preview – https://experience.dynamics.com/insider/campaign/?id=d0918014-57ca-e711-8180-e0071b6ac181

Featured Content:

* Prospect to Cash Integration tips and tricks between F&O and CE
* Dataflows tied to Azure Data Lake Gen 2 storage tips and tricks, including CE integration

Link to Screenshots of ACL settings