What You Need to Know About the Dynamics 365 Outlook Web App

Microsoft announced that they will be planning on deprecating the Microsoft Dynamics CRM Outlook Client in the Dynamics 365 July 2017 Update and will be focusing on the Dynamics 365 App for Outlook.

To put your mind at ease, depreciation of the Outlook Client doesn't mean that they will shut it off the day you upgrade. This means that the Microsoft Product team will not be dedicating many resources into updates/fixes and these will eventually go away completely. While some users might be saddened by this move, many IT departments will be jumping for joy. No more going to end users' machines to install, uninstall, configure or troubleshoot! Once the Dynamics 365 App for Outlook has been deployed, it will be available to users across multiple platforms as long as they have the minimum requirements in place.

Before you move to the Dynamics 365 App for Outlook, there are some prerequisites and requirements that must first be met. To help you prepare, we'll discuss these requirements.

CRM Requirements:
Exchange Server Requirements:
Client Requirements:

You can use Dynamics 365 App for Outlook with Outlook on the web on the following browsers:

The following configuration is supported:

Supported operating systems for Outlook on the desktop:

You can use Dynamics 365 App for Outlook on these versions of Outlook for the desktop:

*Exchange Server version 15.0.847.32 or greater is required

Mobile Device Requirements:

You can use Dynamics 365 App for Outlook with Outlook on the web in the mobile browser on any of the following phones and operating systems:

Here are some additional resources for the Dynamics 365 App for Outlook:

If you meet these requirements you should be ready to make the move! For more helpful Dynamics 365 tips you can check out our blog page here.

Happy Dynamics 365'ing!

Updates! Come Get Your Dynamics 365 Updates! Come One, Come All.

As Microsoft Dynamics 365 continues to improve with new features and functionality for better performance, communicating those changes to users is very important. Whether you are new to CRM, using a previous version, or an expert—our latest webinar series is for you.

On October 19th and 26th, join Dynamics 365 and PowerObjects for a free two-part online webinar series on the following topics:

Part 1:  The latest and greatest features and functionality related to the Microsoft Dynamics 365 Updates for Sales
Part 2:  Overview of LinkedIn Sales Navigator for Dynamics 365 Sales and Talent

Webinar Details:

Dynamics 365 Updates - What's New for CRM?
October 19, 2017 3-4 PM GTM Register here!
October 19, 2017 9-10 AM US  Register here!

Dynamics 365 Lead Gen and LinkedIn Sales Navigator (Sales and Talent)
October 26, 2017 3-4 PM GTM Register here!
October 26, 2017 9-10 AM US  Register here!

 

Key Takeaways:

 

Speakers:
Dynamics 365 Updates
Tad Thompson
CRM MCT, Senior Technical, Advancement Developer
PowerObjects

Dynamics 365 Updates
Marco Amoedo
EMEA CTO
PowerObjects

 

Check out our other blogs here!

Happy Dynamics 365'ing!

Dynamics 365 July 2017 Update: Application Platform Separation

Historically, the CRM workloads for Dynamics 365 contained Sales, Service and Marketing functionality as core or base system functionality. Recent functionality such as Field Service or Project Service were offered as apps or solutions that can be installed as required. There was not an option to exclude Sales, Service, or Marketing. For example, if an organization's only function was to manage incidents or tickets, and therefore had no use for Sales and Marketing, there was no way to only install the service module and turn off the sales or marketing functionality. Well, hold onto your hats folks because, with the July 2017 Dynamics 365 Update, all that's about to change.

Application Platform Separation

Figure 1: Application Platform Separation – July 2017 Release

Application Platform Separation looks at extracting the Sales, Service and Marketing functionality from the core application into distinct app modules that can be installed independently of each other. This will be seamless to the end user and will not affect any functionality as available today for the Web, Mobile or Integrated Service Hub. The diagram below shows the changes for separating the Sales, Service and Marketing functionality form the Core CRM (or xRM Server).

Application Platform Separation

Figure 2: The Sales, Service and Marketing functionality which were part of the core "CRM Solution" is not extracted as separate solutions, independent and outside of the xRM Server.

Why the Separation?

Separating out the application functionality from the platform provides several benefits:

Inside the Separation

So, how exactly is the separation done for extracting the application functionality from the platform? Here are a few highlights:

Application Platform Separation

Figure 3: The Platform Stack without the Sales, Service or Marketing functionality

To learn more about the Application Platform Separation and many other new features of D365 July update, be sure to tune in to our nine-part webinar series – starting Tuesday, July 25! Register now.

Happy Dynamics 365'ing!

Dynamics 365 July 2017 Update: Enhanced Security

With the Dynamics 365 July 2017 Update, Microsoft has added a configurable "Max Session Timeout" and "Inactivity Timeout" functionality. These separate functions are meant to meet both HIPAA and FedRAMP requirements. To learn more about this update and more, be sure to click here to enroll in the Microsoft Dynamics 365 July 2017 Update webinar series – starting July 25!

The Max Session Timeout values are configurable from within the System Settings of CRM for Dynamics 365. As shown below, these values are located under the "Set session timeout" section.

Enhanced Security

Users will receive a warning before the session timeout is reach. This will allow them to either sign in again, or save their work so they don't lose unsaved changes.

Enhanced Security

The "Inactivity Timeout" settings are also configured in System Settings; under the "Set inactivity timeout" section.

Enhanced Security

Like the session timeout, users will also receive a warning prior to being signed out due to inactivity.

Enhanced Security

Note:

The Session Timeout requires users to re-authenticate once the 'maximum session length' is reached. Also, the Inactivity session timeout can only extend up to the 'maximum session timeout' setting and the contents of the screen are blanked out when the session expires.

To stay on top of all Dynamics 365 updates, be sure to register for our Dynamics 365 July 2017 Update webinar series now!

Happy Dynamics 365'ing!

Dynamics 365 July 2017 Update: Business Process Flows (BPF)

PowerObjects' team of Dynamics 365 experts are here to teach you all about the Dynamics 365 July 2017 Update. It is packed with exciting new features and enhancements. Be sure to click here to enroll in the Microsoft Dynamics 365 July 2017 Update webinar series – starting next week! Today's blog will cover what's new with Business Process Flows. Enjoy!

Business Process Entities are now available on:

Site Maps:

You can now add Business Process entities to the Site Map/Navigation the same way you would show an entity under any of the Work Areas.

Business Process Flows

Views:

You are now also able to view the different business process instances in views based on the BPF stage. For example, you can switch between the different views to see all the Active BP instances vs. the Inactive ones, or the ones associated with records owned by the logged in users, etc…

Charts:

You can also view charts to see all the different instances, for example, by Stage or by Status. This can be helpful for analysis purposes; you can see on a chart that there is a large number of processes stuck in a specific stage, maybe it's a stage that needs approval from someone else. This can be used to alert approvers to focus on moving the process forward.

Business Process Flows

Action Steps

This enables calling an on-demand workflow or a process action from within the Business Process. To do this, you would drag the Action Step inside of the stage to bind it with either a workflow or a process action.

To learn more about Business Process Flow updates and so much more, be sure to register for our free Microsoft Dynamics 365 July 2017 Update webinar series!

Happy Dynamics 365'ing!

“Updating” to Dynamics 365 for Existing CRM Online Customers

There is a common misconception, that if you are an existing Dynamics CRM online customer, and purchase Dynamics 365 online licenses, that your Dynamics CRM environment will automatically be updated to the "Dynamics 365" look and feel. In this article, we will outline HOW to upgrade to Dynamics 365 online from Dynamics CRM online, and WHAT users will experience after the update.

First things first – the licenses. Microsoft has slowly been rolling out the ability for current Microsoft Dynamics CRM online users, to update to the Dynamics 365 Enterprise Edition. You will have access to update your Dynamics CRM system to the latest version (Dynamics 365) and use Dynamics 365, once the update has been applied. Whether you have existing Microsoft Dynamics CRM online licenses, or have switched to Microsoft Dynamics 365 online licenses, is irrelevant. However, to receive all of the advantages of the Microsoft Dynamics 365 Enterprise Plan 1 license – like a sandbox environment, a portal, 10 GB of storage (default, compared to 5 GB of storage that came default with CRM licenses), etc. – you WILL need to have purchased Dynamics 365 Enterprise Edition licenses. If you have licensing question, please contact us.

Scheduling the Update

Scheduling the update itself is quite simple, and can be done right inside of the Dynamics 365 Admin Center. Navigate to https://portal.office.com, sign in with your admin credentials (you must be a global admin in Office 365 to perform this action), and click on "Dynamics 365" in the Admin Centers area.

“Updating” to Dynamics 365 for Existing CRM Online Customers

Navigate to the Updates tab, and highlight the organization you'd like to update. Then click on "Schedule your update." Remember, it's always a good idea to update your sandbox environment FIRST before you upgrade your production environment, so that you can test and make sure everything is working in the sandbox, before applying the update to production.

“Updating” to Dynamics 365 for Existing CRM Online Customers

Next, you will be brought to a screen, where you can choose a preferred update date, and an alternate update date. Choose your preferred option and click Next.

“Updating” to Dynamics 365 for Existing CRM Online Customers

You will then be brought to a confirmation screen, and then back to the Dynamics 365 Admin Center, where you can reschedule your update, if needed.

“Updating” to Dynamics 365 for Existing CRM Online Customers

After the Update

Once your system has been updated from Dynamics CRM Online to Dynamics 365 Online, you will log in and see Dynamics 365 in your upper left corner.

“Updating” to Dynamics 365 for Existing CRM Online Customers

The other thing you will notice right away is that, if you click on Dynamics 365, you will see a new navigation menu, that breaks your CRM system into different segments.

“Updating” to Dynamics 365 for Existing CRM Online Customers

If you've customized your CRM, your "Dynamics 365 – custom" area, will be under the portion with the Dynamics 365 logo. However, if you click on a functional area, like "Sales," you will be brought to an area of the system that focuses on the sales functional areas.

“Updating” to Dynamics 365 for Existing CRM Online Customers

As more and more features roll out, they will be pushed to your Dynamics 365 system, but for the initial Dynamics 365 rollout, the navigation and logo are the primary changes.

If you want to learn more about Dynamics 365, make sure to tune into our CRM for Dynamics 365 webinar series on Tuesdays and Thursdays, now until February 2!

Happy CRM'ing!