In November 2020, Microsoft renamed Common Data Service to Microsoft Dataverse. Some terminology in Microsoft Dataverse has also been updated. For more information go through the blog "Terminology updates in Dynamics 365 and Power Apps".
Based on the terminology changes in Dataverse and customer feedback, in March 2021, Microsoft updated some terminology in Power Apps portals. The terminology updates are listed below.
With the release of the new wave 1 feature 2021, you can now view how the data is presented in a Dynamics 365 form for phones and tablets. This feature makes it easy for users to view and work on forms.
Create a new record :
Now you can directly create new records by selecting the "more actions" and "create a new record" button as shown below.
In Microsoft Dynamics 365, duplicate detection helps maintain accurate data by identifying and preventing identical records that are clean and reliable in your CRM system.
Duplicates can take place when users create or edit information or while records are imported.
A Duplicate detection screen will pop out when you are creating and saving a new record with the same record Name or Email which already exists.
With the release of the new wave 1 feature 2021, you can now view your business process flow information on mobile also, including the name and time active. This is similar to the business process flows that you see on your desktop. This feature enhances the use of business process flows and makes it more flexible for users to view and work on it.
Microsoft Dataverse for Teams environment:
In September 2020, Microsoft introduced "Microsoft Dataverse for Teams". It is a built-in, low-code data platform for Microsoft Teams. This allows users to build custom apps, bots and flows in Microsoft Teams by using Power Apps, Power Virtual Agents, and Power Automate.
With this feature, you can store, manage, and share team-specific data, apps, and flows.
In November 2020, Microsoft has introduced intelligence in relevance search, to improve usability enhancements. These enhancements make information discovery fast and easy.
Now you can find these enhancements on mobile. It includes a user-friendly search experience and smart suggestions during the search. The usability enhancements help you interact with search in a familiar and recognizable way, making it an essential part of how you navigate through model-driven Power Apps.
Recently, Microsoft has introduced intelligence in relevance search. It improves productivity, makes information discovery easy and is often used by customers to navigate through Model-Driven Power Apps.
New experience rolled into relevance search:
With the release of Dynamics 365 Wave 1 features, it is easier to search for data in Model-Driven Power Apps.
Microsoft has added a new certification called PL-200: Microsoft Power Platform Functional Consultant, it is a replacement of the MB 200: Microsoft Dynamics 365 and PowerApps Certification.
Topics in MB-200 are about designing the apps, fundamentals of Common Data Service, Security configuration, Integrations, Solution management, Data management, etc.
In PL 200, we have additional topics such as creating and managing Power Automate, implementing Power Virtual Agents chatbots, and integration of Power Apps with other apps and services.
Monitor allows you to observe published apps during runtime. Also, it enables makers to start viewing a stream of events from a user’s session to diagnose and troubleshoot app performance during development in Power Apps.
Using the Monitor, you can diagnose and troubleshoot problems faster and build more reliable apps. This tool provides a log of all the key events during app authoring and run. Along with this, it also provides a better understanding of how the events and formulas contained in the app work. With this feature, you can improve performance and identify the errors easily.
Relevance search delivers fast and comprehensive results across multiple entities in a single list, sorted by relevance. It finds matches to any word in the search term in any field in the entity. The matches may include inflectional words like, “find”, “finding”, and “found”.
Relevance search is text-based and can search only on fields of type Single Line of Text, Multiple Lines of Text, Option Sets, or Lookups. It doesn't support searching fields of Numeric or Date data type.
Push notifications are ubiquitous today for engaging users and helping them prioritize essential tasks. Now Microsoft has introduced a new feature, which will help us to send push notifications to model-driven apps using Power Automate.
With Microsoft updated Power Apps Notifications connector, we can direct users straight to a specified page like the relevant entity view or form.
Microsoft has announced the preview for large images within model-driven apps in the wave 2 2020 features. "Preview for image annotation control" is also a part of this announcement. Using this feature, you can add images to a form with the ability to mark them with any additional information.
This feature has greater use when you want to upload any image by highlighting an area.
Now let's see the steps to how to upload an image with highlights.
Microsoft has now provided the capability to download "portal login" and "page view" reports from the Power Platform admin center, in the form of an excel file.
These files allow administrators to view the reports generated within the last 30 days and show details like the number of logins and page views for Power Apps portals across all environments for a tenant.
Model-driven Power App now has the capability to get information about the concerns you are facing while working with tables, columns, rows by introducing Monitoring tool in your model-driven app.
This form will help you understand why a certain issue has occurred on your form.
Microsoft has simplified security management for portals. Now we can manage web page permissions from within the Power Apps portals Studios. Page permission management using portals Studio is quick and more efficient compared to the Portal Management app. You may still need to use the Portal Management app for managing page permissions of legacy areas.
Power Virtual Agent offers communication with the system. It allows you to create chatbots that can answer the questions asked by your customers, employees.
Let us dive into this topic. We will create a chatbot that can answer your questions for leads.
You need to have a Dynamics 365 account to create a Chatbot.
Microsoft has announced the rich text editor (RTE) control in Dynamics 365 fields. This feature can be used in the text, text area and multi-line text data type fields.
To use this feature, you need to enable it in your desired field in the form. At present, this enhancement can be made only in the Classic UI.
Microsoft has extended configuration capabilities in PowerApps forms to make it more productive. It is now available in all Power Apps forms provided there is a timeline on the form.
A timeline can be added to a form by drag and drop functionality.
The wave 2 feature 2020 offline capabilities for model-driven apps for users of Power Apps is now generally available. Dynamics 365 consultants can now use apps offline on their devices. When the internet is connected, the changes are automatically updated to the cloud. It also allows users to use commands such as create, read, update, and delete when offline.
Microsoft has updated the terminology of Dynamics 365 for better customer interaction. They are no more called entities, attributes, records, etc. Here is a list which shows the changes in terminology:
A Business process flow in dynamics 365 consists of different stages. Each stage consists of steps. Each step consists of certain fields in which data can be entered. It is usually present at the top of the record.
There is a button called "Next stage" which helps to go to the next step.
Microsoft Dynamics CRM is a software used for Customer Relationship Management that helps companies make smarter decisions and produce effectively. Dynamics 365 comes in two versions, Business, and Enterprise, which offer features and use on various levels.
It has the following modules:
The type of role you choose depends on your interest and programming skills.
If you are someone who loves to code and have the good technical knowledge, then you can choose to be a technical consultant whereas if you lack programming skills, you can choose to be a functional consultant.
What is the role of functional consultants?
Functional consultants are the domain experts who modify Dynamics 365 from UI. They work on creating entities,
Yes, Microsoft Dynamics 365 has a good career for someone who comes from sales and doesn't have programming knowledge.
Microsoft Dynamics 365 help you to
- Manage and maintain customer relationships
- Track sales lead.
- Deliver actionable data.
As you can see, most of the functionalities in Dynamics 365 can be performed by a non-technical person.
Dynamics 365 workflows consist of a series of steps to automate your business process. A workflow can either be built-in or you can extend its functionality by writing custom code. Workflow processes can either run in the background or can sometimes require user input.
Workflows usually trigger on certain conditions:
Record is Created:
A workflow can be triggered when a record is created
Microsoft Dynamics 365 is a combination of both CRM and an ERP in the cloud. It is software as a service product that connects people, products, and data. It was built by Microsoft for better flexibility and extensibility.
Dynamics 365 was introduced in two editions:
Business Edition for small and medium-sized enterprises (SMEs or SMBs) which includes the Financials application.
Enterprise Edition for medium to large organizations that includes field service, sales, project service automation, and customer services with Microsoft premier ERP product.
The foremost responsibility of a Dynamics 365 Consultant is to customize and maintain the CRM according to the organization or client requirement.
When a project is assigned to a Dynamics 365 consultant, they need to figure out two things:
- What are the requirements to complete the project?
- What is the desired final output?
Dynamics 365 Consultants are of two types. So according to the roles, their responsibilities also vary.
Microsoft Ignite 2020 has announced new capabilities across Microsoft Power Platform and Dynamics 365 to help deliver their vision.
These enhancements are announcing to prioritize customers and, there needs, to adapt to new ways to work, overcoming challenges at the workplace. These new features are:
1. Robotic Process Automation with Microsoft Power Automate Desktop
Microsoft Power Automate Desktop that is available for public preview grows with the capability of the robotic process automation of Power Automate.
With this, people with no technical knowledge can easily automate processes without writing a single line of code. It provides complete control and flexibility to programmers and developers in an environment that’s familiar.
Microsoft Teams is a platform used for document sharing, online meetings, and business communications. It can easily access Apps such as Power BI, SharePoint, and now, Dynamics 365 also.
Integrating Dynamics 365 with Microsoft Teams helps users to work with customer information and share files directly from Microsoft Teams.
How to enable Microsoft Teams in Dynamics 365?
Go to advanced settings. Click on Administrator --> System Settings --> General tab.
Bandwidth and latency are the two primary components of a network that affect the performance of Dynamics 365 and Power Apps.
Bandwidth is the maximum rate of data transfer across a given path.
Latency is the total round trip time required for a data packet or a signal to travel from one point on a network to another.
One of the main causes of the poor performance of Dynamics 365 and Power Apps is the latency of the network over which the clients connect to the organization. The performance of Dynamics 365 and Power Apps can decrease if the latency is high.
Previously inserting knowledge articles into an email could be done only by expanding the email window.
But this feature provides agents on Unified Interface with an easy way to insert one or more knowledge articles into an email without expanding the email window.
With this feature:
There are many features checked when one has to consider a CRM (customer relationship management) system. The features, customizability, scalability, and cost are considered before implementing. All these features are important but some other features are also to be considered.
CRM can benefit any type of business. Implementation properly is very important to reap good results. All the companies do not have the culture for CRM. Though the companies are running in good profit this does not help them to succeed. Three questions have to be answered correctly to decide whether this system is very useful to your company.
First Question – Do you have the right resources?
The first question is whether the company has enough resources. This is a database that can be used by most of the employees in the company. There is a lot of improvement in productivity, sales, and profit. But it needs an initial investment and also some time. Both of these require some resources to be spent on this database. A subscription to the software is needed. The cost of this software would be a part of the investment. This system has to be operated by the employees and has to be grown to make it run smoothly. To run this application some partners, consultants, integrators, developers, and integrators have to be employed. They have to spend some time on this system. Database administrators and users are assigned to operate this system. IT support is required and sometimes the employees have to be trained.
Plugin Registration Tool accepts only one assembly (dll) to upload. If you have third party dependency assemblies like Newtonsoft, you have to combine with some assembly merging tools such as ILMerge.exe.
You can directly use below static class to serialize and de-serialize objects without referencing Newtonsoft dll.
I have been a corporate trainer in most of my career before founding my startup Pascalcase to handle Microsoft Dynamics 365 projects. It was my monthly schedule to visit new companies and train their employees of the emerging technology. Almost everywhere I visited, I met amazing people eagerly looking to learn Dynamics CRM (now Dynamics 365). One question regularly came up in our discussions “How can I learn Dynamics 365 easily?”
The best way to learn is to experience it. Don’t you agree? After all, Benjamin Franklin said, ‘Tell me, I forget. Teach me, I remember. Involve me, I learn.’
The question is, how do you involve yourself? Why would anyone hire you knowing you don’t have prior Dynamics 365 experience? It’s a classic Chicken & Egg problem. Please read this article till the end to know how I approached solving the problem.