Dynamics 365 Monthly Update-May 2018


Quick Links: Featured News | Updates and Releases | Additional News | Training Corner


Featured News


Microsoft Dynamics 365 and GDPR

The General Data Protection Regulation, or GDPR, is fundamentally about protecting and enabling the privacy rights of individuals Learn more about GDPR and Microsoft's commitment to security at the Microsoft Trust Center.

The Dynamics 365 team is committed to helping our customers meet their GDPR requirements. In the Microsoft Documents site, you will find information and a number of resources to help you understand how Dynamics supports GDPR and tools for our customers to define and support their GDPR obligations.

Visit the site to access the following types of information:

  • White papers
  • Data Subject Requests
  • Compliance Manager
  • Webcasts
  • Blogs
  • eBooks

Read more about Microsoft’s commitment to GDPR, privacy and putting customers in control of their own data in this post.


Updating Dynamics 365 v8.1 organizations to the latest version

Microsoft delivers new features and improvements to Dynamics 365 (online) through service updates that are periodically delivered to customers. To ensure our customers always get the best possible value, we recommend you update to the latest major version when it becomes available.

Our update policy defines how customers move from one version to the next. We realize that in certain circumstances, some customers are unable to update their solutions with the frequency of Microsoft’s updates, so customers have the ability to provide consent prior to updating their organization. Customers have the choice to take the two updates as they become available or take only one update per year. If a customer chooses to take only one update per year, this update becomes mandatory and the customer will be required to take the update during the available dates for that release.

In keeping with this policy, all organizations running version 8.1 (two versions behind the current version) will be upgraded to Dynamics 365 (online), version 9.0.2. The automatic update will take place during your normal maintenance window.

For more details about the upgrade and to view the frequently asked questions, review this post on the Dynamics 365 Customer Engagement Team Blog.


Introducing Outlook category-based tracking in server-side synchronization

At the beginning of the year, Microsoft set out to bridge the gap between Dynamics 365 App for Outlook, the future of Dynamics 365 and Outlook integration, and the legacy Outlook add-in, Dynamics 365 for Outlook. We are excited to announce the latest improvements to server-side synchronization and Dynamics 365 App for Outlook as a step in that direction.

With the latest release of Dynamics 365 (online) version 8.2, customers now have the capability to track emails, appointments, and tasks in Outlook with a special “Tracked to Dynamics 365” Outlook category enabled through server-side synchronization. Assigning this category to an email, appointment, or task in Outlook will track the item to Dynamics 365. Similarly, removing the category from a tracked email, appointment, or task will untrack it in Dynamics 365.

Category-based tracking via server-side synchronization is an opt-in experience. This is currently available on Dynamics 365 (online) version 8.2, with support for version 9.0 soon to follow. For more information on how it works, see this post.


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Updates & Releases


Spring 2018 update for EasyRepro

Several key enhancements and updates to EasyRepro for Dynamics 365 and Model-Driven standalone apps from PowerApps.com are now available. This release includes capabilities to get developers up and running quickly with more pre-defined tests, support for the Unified Interface and updates to support the Chrome Browser.

Support for Unified Interface

The additional libraries will help developers author and run tests using EasyRepro supporting Dynamics 365 versions 9.0.2 and above.

Sample Tests

Over 100 standard tests for the Web Client and over 50 tests for the Unified Interface (UCI) have been added to the download. The sample test bank covers create, retrieve, update, and delete scenarios for multiple entities including contacts, opportunities, accounts, leads, and cases.

Additional Client Telemetry

Additional client telemetry is included via the Window.Performance browser interface. The Window.Performance interface provides access to navigation and resource timing performance and related information for the current test you are running.

Browser Support

The API libraries have been updated to support the latest Chrome Browser (up to 67)

For more information, see the Spring 2018 update for EasyRepro blog post.


Service Update 8 for Microsoft Dynamics 365 8.2.2 (online)

Service Update 8 for Microsoft Dynamics 365 8.2.2 (online) is now available.

Resolved issues include:

  • Recurring Appointment occurrence is not updated correctly when synchronizing with Dynamics 365 for Outlook
  • A user should able to Untrack an auto tracked email before email tagger processes the item
  • Duplicate Detection triggers when SuppressDuplicateDetection parameter is set to true
  • Views saved with Custom Filters do not respond to changes in filter criteria
  • Generic SQL Error occurs while trying to perform an Offline Sync with the Dynamics 365 for Outlook
  • Unable to filter Orders by Currency
  • Associated View icon for Leads does not appear on an Account

For more information, review this post on the Microsoft Support site.


Field Service and Project Service Automation Update Release 7

The latest update to the Field Service and Project Service Automation solutions for Dynamics 365 version 9.0.x is now available. To update to this release, visit the Admin Center for Dynamics 365 online, solutions page to install the update. For details, refer How to Install, Update a Preferred Solution. This update includes improvements to quality, performance, and usability based on customer feedback and requests.

Field Service enhancements (v7.5.0.60)

Resolved issues include:

  • Fixed: Opportunity and Quote are being set even before loading of EntityDictionary
  • Fixed: Read Privilege on msdyn_schedulingparameter must be checked before reading it in clientside code on account and contact forms
  • Fixed: Field Service / Business Process error when cancelling RMA

Project Service Automation (v2.4.3.11) Enhancements

Resolved issues include:

  • Fixed: Project closure fails because it assumes all booking details have header
  • Fixed: Negative expense actuals are not being considered in the project tracking fields
  • Fixed: Booking generic resource from the Schedule Board Hourly view deletes the assignments on the WBS

For more information review this blog post.

Universal Resource Scheduling Enhancements

Note: Improvements and bug fixes for Universal Resource Scheduling apply to Field Service and Project Service Automation as well as to other schedulable entities in the Sales or Service applications.

New features include:

  • Option to select a specific status, including “proposed” statuses, when booking from the hourly board
  • A clock is displayed when hovering over a recommended slot to help with precision scheduling

Improvements include:

  • Multiday Schedule Assistant Enhancements for Proposed Bookings
  • General User Experience Enhancements for Schedule Board
  • Performance Improvement: Improvements to performance when generating requirement detail records in bulk

Resolved issues include:

  • Fixed: Issues with leveraging Multi Select Option Set fields with Extensibility.
  • Fixed: Issues selecting resource name on the resource card to open resource record.
  • Fixed: Schedule Board properly prevents users from booking generic resources.

For more information and to see before and after screen shots of the changes, review What’s new in Universal Resource Scheduling for Dynamics 365 May 2018 Update in the Dynamics 365 Customer Engagement Team Blog.


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Dynamics 365 Resource Scheduling Optimization v2.6

The Resource Scheduling Optimization Update 2.6 is now available.

New and updated features include:

  • General Data Protection Regulation (GDPR) - Investments address the European privacy law’s requirements. For more information on GDPR, visit the Microsoft Trust Center
  • Accessibility enhancements - Visit the Trust Center to learn more about Microsoft’s industry-leading accessibility standards.
  • Enforce skill level - Resource requirements can include not only a skill, but also the level (or rating) of the skill required to do the work. By considering the skill (or resource characteristic) rating level required, the solution is able to find resources that better match required skills and proficiency.

For more information on additional new features and capabilities introduced in this release, review What’s New for Dynamics 365 Resource Scheduling Optimization v2.6 Release.


Voice of the Customer version 9.0.1162

The Voice of the Customer app provides a new experience in survey and theme designing. The new survey designer provides a simple and intuitive experience to add, remove, and modify survey pages, sections, questions, and answers.

Click here to access the Voice of the Customer official documentation.

Resolved issues include:

  • The survey minimum and maximum values revert to their default values on saving the question.
  • Invitation Link Text field gives HTML Validation Error when you provide input like <<<Hello>>>.
  • Multiple survey responses are created when you open a survey link in different tabs or browsers and submit.

For more information review What’s new in Voice of the Customer version 9.0.1162 in the Dynamics 365 Customer Engagement Team Blog.


Microsoft Social Engagement 2018 Update 1.5

Microsoft Social Engagement 2018 Update 1.5 is now available.

New and updated features include:

Social Engagement now shows attached images and videos in private messages on Facebook and direct messages on Twitter directly in the post list.

Resolved issues include:

  • Fixed an issue to ensure that private messages in any language are acquired by Social Engagement.
  • Fixed an issue where private messages in Indonesian language were discarded due to wrong language mapping.
  • Fixed an issue where the ‘Link to Dynamics 365’ filter didn’t have a tooltip, making it impossible in some languages to understand if a post from Social Engagement is or isn’t linked to Dynamics 365.
  • Fixed an issue that prevented adding multiple Facebook pages as social profiles.

For more information, visit Social Engagement Help & Training.


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Additional News


Dev Chat for Azure, Office 365 and Dynamics 365

Customers can get the technical tips they need for Office 365, Azure and Dynamics 365 (Sales and Customer Service) via Dev Chat. From architecture and design to deployment, implementation and migration, customers can chat with a Microsoft support engineer for development tips to quickly resolve programming questions regarding the capability and services of Office 365, Azure and Dynamics 365 (available in English and Mandarin only).

Whether you are new to application development, new to the cloud or looking to amplify your app development journey, the Dev Chat experience will help you integrate Microsoft services into your unique solutions.

And now, Dev Chat has been expanded to include Dynamics 365 scenarios:

  • Sales and Customer Service in Dynamics 365
  • Customization
  • Development assistance, for example, develop with SDK or API, manage customer data, extend existing features, authentication

General topics include:

  • Getting started questions
  • Setup for development (service configuration and deployment)
  • Get up and running with your solution
  • Architecture and design consult on solutions
  • Migration from on-premises service

For more information, review this post on the Microsoft Partner Network Journey Blog.

NOTE: This service is available to Microsoft Azure, Office 365 and Dynamics 365 application developers within the Microsoft Partner Network (Network, Action Pack, Silver and Gold) at no cost. Not part of the Microsoft Partner Network? Join today.


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Training Corner


Microsoft Business Applications Summit

Join us for the first-ever Microsoft Business Applications Summit, coming to Seattle, July 22–24. This all-new conference merges the best of the Microsoft Data Insights Summit, Convergence, and the Dynamics 365 Technical Conference – including deep-dives into connecting data, analytics, and guidance to achieve greater outcomes.

What’s in it for you?
This is an opportunity to access all things Dynamics 365, Power BI, Excel, PowerApps, and Microsoft Flow under one roof. Meet the engineers behind your favorite tools, hang out with like-minded explorers, and get hands-on with immersive breakout sessions and workshops.

For more information and to register, please visit the event website.


Microsoft Ignite

Join us in Orlando, September 24-28 for Microsoft Ignite. This conference offers attendees a chance to learn the latest insights and gain new skills from technology leaders and practitioners shaping the future of cloud, data, business intelligence, teamwork and productivity. From demos to keynotes, learn about new tech in a way that speaks to you. Plus, get exclusive access to the latest updates and developments across Microsoft’s products and solutions. This year’s keynote speaker is Microsoft’s very own Chief Executive Officer, Satya Nadella.

Registration is now open. You can view on demand videos and slide decks for Dynamics 365 from past Ignite conferences here.


Microsoft Events

Stay in the know on the latest Dynamics 365 events and training offerings, by viewing the Microsoft Events page. Using the filtering criteria on the left, search for In Person, Online and On Demand content for Dynamics 365.

Some upcoming events for June and July include:

  • What's New & Highlights from Business Applications: a webcast series that covers information about new releases for Dynamics 365, Microsoft Flow, PowerApps and the Microsoft Common Data Service
  • Microsoft Dynamics GDP: an online session where Technical Consultants demo the security of data processing in Dynamics 365 as stipulated by GDPR
  • Technical Deep Dive on Dynamics 365 Field Service

NOTE: Some of the online training is tailored for Microsoft Partners however, non-members can join via a guest registration.


Customer Evidence

Interested in learning how other customers are implementing Microsoft Dynamics 365? Check out some of their stories in the Customer Evidence page and learn how Dynamics 365 customers are taking the lead in digital transformation.


Experience Microsoft Dynamics 365

Check out the new Dynamics 365 Experience site for the resources you need to connect to the Microsoft Team, the Dynamics 365 Community, review the latest product offerings and suggest ways to improve the application.


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