Sam's Microsoft Dynamics 365 Blog

Wednesday, 5 September 2018

What's new in Dynamics 365 Version 9.0

1. Unified Client Interface
2. New Activity Timeline
3. LinkedIn Sales Navigator
4. Virtual Entities
5. Web Client Refresh
6. Customer Service Hub
7. Multi-Select Option Sets
8. Activity Logging
9. Business Process Flow Enhancements
10. Customer Insights


1. Unified Client Interface
There is a new interface – a Unified Interface which takes a mobile first approach. This is a huge face lift to the application and is more accessible than before.
We are becoming a blended, Dynamics 365 family and this new Office 365 portal-esque client reflects that.  Clean navigation, crisp layout of fields, grids, and former white-space.  We’ll also see a responsive UI for other platforms and devices — including Mobile and Tablets, Customer Service Hub, and Business Edition apps.



2. New Activity Timeline
An important component within the rollout of the Unified User Interface is a new timeline control that will replace the social pane in the legacy web client.Currently, this control requires users to click between tabs for Activities, Notes and Posts and it lacks a chronological view.Similar to the display previously seen in the Interactive Service Hub, Microsoft is combining these items into a single Activity Timeline that tracks the complete record history.


3. LinkedIn Sales Navigator


Following Microsoft’s acquisition of LinkedIn, more integration capabilities are being released.
A new connector for LinkedIn Lead Gen Forms automatically syncs campaigns and leads with Dynamics 365, with configurable matching rules
To aid social selling, new LinkedIn Sales Navigator embedded widgets for Dynamics 365 include account connections promoting the best contacts to connect with, recommended potential leads, account news, mutual connections to facilitate new introductions and summary detail from LinkedIn


 Selectively sync inMail and regular messages to Dynamics as specialized LinkedIn activities.

Automatically sync Dynamics 365 account and contacts, as well as Dynamics leads that are synchronized as suggested leads






4. Virtual Entities
Virtual Entities are similar to our traditional entities.  However, external data is read at run-time and not stored in the Dynamics 365 database.  This is a great new feature for heavy, custom integrations.  As you create an organization-owned entity, check a metadata box to indicate that it is virtual.
Virtual entities look to be integrated to Grids, Find, Forms, Lookups and Subgrids and appear to support being pulled in from ODATA and DOCDB.



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