Over recent days, for those that are interested, the web has become awash with posts and updates about the Microsoft Dynamics 365 Business Central (SaaS) latest release – and for the record, we most certainly are interested!
This upcoming release, labelled the 2019 release wave 2 plan, set to commence 2nd October, proudly boasts 74 features across the Dynamics 365 applications (including the Power Platform) – full list available here.
Currently, at the time of posting, we’re in the ‘Early Access‘ stage where those who are registered can test and validate these new feature before they’re enabled automatically. Also as part of this readiness program Microsoft has released, on it’s product updates page, overview videos and other guidelines, to help solution administrators acclimatise themselves for the upcoming enhancements.
There’s obviously too many individual updates for us to discuss in a single blog post, but we’ve read through the entire release wave overview to draw out what we believe are the more exciting elements for our customer base, within Dynamics 365 for Sales and Dynamics 365 Business Central.
Dynamics 365 for Sales
With 12 individual updates coming available in October, there’s plenty of business value being added. Here we’ve selected the top 4, which we think will make the most impact:
LinkedIn Sales Navigator integration enhancements – Dynamics 365 for Sales will foster efficient customer engagement by allowing sales reps to compose and send InMail from within Dynamics 365 for Sales entities. Also, to help sellers more easily identify contacts, profile pictures from LinkedIn will now be available within Dynamics 365 for Sales.
Softphone dialer – Customers can leverage the channel integration framework in Dynamics 365 for Sales to integrate the softphone dialer from their telephony provider, within the customer engagement app. Sales reps can quickly dial numbers directly from the browser to call contacts by selecting a phone number. The softphone dialer immediately appears and initiates the call.
Business card scan – The scanner will analyse the card for relevant information, and automatically update respective fields in the system. The feature also offers configuration, allowing users to select alternative fields to populate.
Microsoft Teams integration enhancements – Enhancements help to connect Dynamics 365 records to Teams channels without leaving the Dynamics 365 app. Sellers will receive team member recommendations, during the connection flow, based on Dynamics 365 access privileges. To further improve the extensibility, file sharing can now be enabled for any out-of-the-box and custom entities, across Dynamics 365 and Teams connections. Connections refer to the ability to add a Dynamics 365 tab to a Teams channel.
Dynamics 365 Business Central
The raft of updates available for Business Central cover all aspects from, service fundamentals and developer tools through to online migrations and application enhancements. Here we’ve focused on our top 4 to the client section, where Microsoft have focused on investment in speed and productivity:
Add links to your navigation menu – You can add internal notes to business data that is captured and processed in Business Central online. Notes are shown next to the card data, and you can add, edit, and delete notes. You can also insert hyperlinks to online content to card pages, opening up even more advanced scenarios.
Enhancements to Excel integration – When the user selects the Edit in Excel action from a list page, most filters set on the list page are applied to the list when it is exported to Excel. This also enables publishing changes back into Business Central from a filtered list of records in Excel. Additionally, the number of fields available for reading and publishing edits from Excel is expanded. This includes being able to view and edit fields that are added to pages through extensions.
Personalise actions and navigation on your Role Centre – Business Central is ready to adapt to the unique needs of each business, department, and user. Desktop users are fully empowered to optimise their work-space to support their daily tasks and the most common data that they work with.
Saving and personalising list values – As the business grows, so does table data in the database, making quick analysis or finding records more challenging without the right tools. Defining the perfect set of filters can be a time-consuming, iterative process where the ability to persist filters will save having to recreate them the next time they are needed. Users will be able to save their list filters and similar personalisation’s to create different ways of slicing their data.
10 Europa View, Sheffield Business Park, Sheffield, S9 1XH, UK