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Dynamics 365 (Released 2017)

New Features

  • New Process Designer
  • A New Business Rule – Recommendation
  • Editable Grids
  • Business Process Flow Improvements
  • Microsoft Flow
  • Relevance Search
  • Microsoft Portal
  • New ‘Sort Date’ field on Activity Pointer
  • Roll-up of Child Activities from a custom activity to a Parent
  • New App Designer and Sitemap Designer
  • New Actions available in Workflows
  • Sorting on Activity Walls

The New Process Designer (Visual Process Designer)

Microsoft has added a drag and drop user interface which should make creating and designing a process much easier

For more on the New process Designer https://community.dynamics.com/crm/b/sonomapartners/archive/2016/12/08/dynamics-365-visual-process-designer

Microsoft Flow will improve our Workflow

With Dynamics 365 the new addition of Microsoft Flow should allow social networks like Twitter or Facebook direct messages to be inputed into CRM, allowing for a much greater level of automation as before, a package like Microsoft Social Engagement would have to be purchased to achieve the same level of automation. This means that Leads can be easily followed up on. In addition, customers who need support can have employees quickly assigned to them. Other social networks can also be set up such as Instagram, in addition Microsoft flow supports 108 web applications (a full list is available at https://flow.microsoft.com/en-us/services/) allowing for massively complex processes to be made without a complex scripting language as was the case in the past.


Relevance Search

A revamp to the searching tool in Dynamics 365 which allows for the service to be specific to categories which before it did not allow. The addition of wildcards into the searching bar has also made a massive improvement to the ability to search for items.

More info is available at https://www.microsoft.com/en-us/dynamics/crm-customer-center/use-relevance-search-for-faster-comprehensive-search-results.aspx

Microsoft Portal

Since Microsoft has acquired ABStudios, there have been rumours about the future features of being able to create a portal. Which are now free with a Dynamics 365 License (Enterprise Plan 1) which allows for 1 free portal. This allows you to build an internal or external facing website, all with access to CRM’s information.


This video follows the setup of Dynamics 365 portal