Microsoft Dynamics CRM - October 2017 updates

Several enhancements and new capabilities will be rolled out to customers of the Dynamics 365 Customer Engagement services for Sales, Customer Service, Field Service, and Project Service Automation.
User productivity

Employees interact with business data across different form factors on-the-go. It is important for them to get a consistent experiences and behavior across all types of devices.With this update, the Dynamics 365 applications get a refresh of the web user interface that will help employees achieve higher levels of productivity.
The user experience includes consistent color themes, uniform page structuring and spacing, font standardization, and containers for related data.
A new, Unified Interface powers  Dynamics 365 for phones and tablets app and Dynamics 365 App for Outlook.

Users will see customer data in easy-to-read ‘containers’ that streamline data entry for improved employee productivity.
The new experience reduces the need for scrolling on the form and leverages enhanced use of whitespace. It also allows for text wrapping, and an updated business process experience that they can expand and dock on-demand as needed. The new timeline control gives a single sequential view of activity, notes, and posts across the time horizon that can be filtered easily to show relevant data. The record navigation experience makes it easy for employees to find and navigate to critical data with minimal clicks.
Microsoft Flow is provided in the context of Dynamics 365 to provide the user direct access to a list of active flows that are user-owned, as well as the ones enabled from their organization, to automate tasks and workflows between apps and services. Users can invoke flows from the site map, grid, and detail forms of records. This capability is now available on all form factors: web, tablets, and phones.
Business application platform improvements
Significant enhancements to the business application platform across the design surface and integration options for  Dynamics 365 applications  will support an organization’s ability to launch changes quickly at Microsoft cloud scale. This release will bring the following new platform capabilities:
Data integration and management
With Virtual entities, application customizers can easily embed external data in Dynamics 365 without writing any code or replicating data. Customizers can integrate this external data into Dynamics 365 grids, forms, lookups, sub-grids, and find at runtime. You can use this data by creating a data source for your OData endpoint.
For more advanced requirements, developers can implement their own data providers to suit their specific needs.
Security and compliance
Activity Logging and Security Information and Event Management (SIEM) systems integration with Dynamics 365 enables auditing and analysis of create, read, update, and delete actions, admin operations, and login events. This release enables scenarios for basic forensic investigation, reporting, access to SIEM systems, monitoring, and compliance.

New customers and trials for these Dynamics 365 applications will receive these updates as of today.  Existing customers will start receiving these updates later this calendar year.

Comments

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