Tech Insider Update — The Latest in ERP Enhancements to Microsoft Products Including Dynamics 365

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JourneyTEAM recently hosted the Q2 2021 Tech Insider Update featuring previews of the latest enhancements to the entire Microsoft stack including ERP tools available in Microsoft Dynamics 365 Customer Engagement platform — Dynamics 365 Sales, Dynamics 365 Marketing, Dynamics 365 Field Service, Dynamics 365 Customer Service, and Dynamics 365 Business Central. Delivered in a rapid-fire format, JourneyTEAM experts served up how-to tips alongside the updates that will help you maximize the benefits to your ERP operations.  

Here are some of the highlights:  

Dynamics 365 Customer Engagement ERP 

Marketing 

  • Customer Journey Editor updated with the ability to create custom channels 
  • New Email Editor with improved functionality 
  • Coming soon: updates to Teams Live Events and Webinars in Marketing events  

Sales:  

  • Mobile functionality updates: new icons for Sales and Dynamics, push notifications, streamlined homepage, improved search, recent records list, and activity management in record  

Field Service & Customer Service: 

  • Updated: Dataverse Appointments – Schedule Board  
  • Project Operations leverages Project for the Web 
  • Tasks in Dynamics 365 now tasks in To-Do 

Dynamics 365 Business Central  

  • Ability to reassign a Business Central Environment from one Azure Active Directory to another  
  • Edit capabilities to individual records or bulk edit selected transactions 
  • Allow correction of Dimension Values on posted G/L entries 
  • Can lock editing on transactions  
  • New Inventory Receipt and Inventory Shipment transactions to Inventory Management 
  • Ability to attach Business Central documents to customer invoices 

Collaboration Platform – Teams, Yammer, SharePoint, Forms, Planner, Project and Viva 

Teams:  

  • Share Outlook emails and attachments to Teams  
  • Backward and forward history navigation 
  • Download attendance lists and meeting recordings (If Meeting Details is enabled in your tenant) 
  • Immediate access to meeting link from within Outlook with Meet Now feature 
  • Coming soon: Approval templates in Teams  

Yammer: 

  • New Live Events and New Conversation insights 

SharePoint:  

  • App bar shows by default  
  • People Picker within SharePoint lists  
  • Page analytics available at page and site level 
  • Microsoft Lists rules built on SharePoint 
  • Lists and Libraries configuration updated capabilities  
  • People cards for SharePoint lists and library web parts now available 
  • Auto-apply retention labels in Microsoft 365 Compliance Center 
  • Immersive reader available for modern SharePoint pages and new posts 
  • Power BI and Microsoft (SharePoint) Lists integration 

Forms: 

  • Default alert policies for phishing activities in Microsoft 365 Security and Compliance Center 
  • Shortened URL for Forms sent to collect responses 
  • Text formatting for forms and quizzes  
  • Improved polls in Teams meetings 

Planner: 

  • Add up to 25 tasks labels and colors in Planner and Planner for Teams 
  • Tasks moved between plans within the same Microsoft 365 group 
  • Coming soon: Create a task from a message in Teams 
  • Coming soon: Move tasks to plans across Microsoft 365 groups 

Project: 

  • Roadmap reports added to the Power BI template 
  • Create attachments on Tasks 
  • Email notifications available in Project (for the web) 
  • Export timeline to PDF 
  • Coming soon: Create a task from a Teams message, and move tasks to any of your plans 

Viva – Connections:  

  • Ability to serve up an intelligent SharePoint intranet from within the Teams client  

Viva – Insights: 

  • Praise feature sends reminders to show gratitude to colleagues 
  • Virtual Commute feature assists with daily wrap-up, closing out completed tasks and preparing incomplete task list for the next day  

Power Platform 

Power BI: 

  • GA: Power BI Premium available $20/user/month; $10/user/month (if you already have an E5 or M5 license) 
  • Public Preview: Goals feature (Power BI Premium Per User or Power BI Premium Capacities required) 

Power Automate: 

  • Environment Variables available as dynamic content 

Azure AD, Intune, Office 365, Cloud, and Exchange Online  

Azure AD:  

  • GA: Temporary Access Pass  
  • Azure AD AuthN (authentication) for Servers — can now use Azure AD login for Azure Windows VM (Integrates with RBAC, Conditional Access, and PIM) 
  • Azure AD Conditional Access can require password reset 
  • New user action for Conditional Access “Register or join Devices” to Azure AD; enables more granular control 
  • Public Preview: GPS location (versus IP address) for Identity and Access Control in Azure AD  
  • Microsoft Unified Endpoint Management (Previously Intune) – filtering capabilities 

Intune (now Unified Endpoint Management): 

  • Updated filtering capabilities  

Office 365 & Cloud: 

  • TLS 1.0 and 1.1 in Microsoft 365 disabling soon 

Exchange Online  

  • GA: New Exchange Admin Center  
  • Preview: Spoof Intelligence Management in Exchange Online Protection (EOP)  
  • Reply All Storm Protection minimum number of recipients dropped from 5,000 to 2,500 

Check out the complete Tech Insider Update for Q2 of 2021 here.

 

New Programs Available Through JourneyTEAM 

Maturity Model Assessment: 

We offer a Maturity Model Assessment to evaluate your organization’s operational maturity. We create a plan that helps your organization develop and implement more mature business processes. You will receive:  

  • A detailed mapping of your organization’s ecosystem 
  • An evaluation on the state of your business processes 
  • A detailed plan on how to reach your goals for successful process maturity 

SharePoint Intranet Packages: 

We help organizations set up intranets at all different levels. We offer three packages to get a launchpad in place, and provide you the tools to manage and configure your intranet from there.  

Sherpa for Dynamics 365 Business Central 

Our Sherpa Program for Dynamics 365 Business Central provides expert-guided self-implementation. We also provide a Sherpa program for Dynamics GP migration to Dynamics 365 Business Central. 

 

Read the FULL ARTICLE.

 

NEXT STEPS:

  1. Join a free consultation and ask all the questions you wish.
  2. Plan your Deep Dive meeting – Get your organization’s Customized Solutions presentation.

 

 


Jenn Alba - Marketing Manager - 801.938.7816

JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more. [email protected]

 

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