Dynamics 365 Monthly Update-December 2018

Featured News

Get started with Dynamics 365 Service Scheduling

The new scheduling experience in Customer Service Hub is now live. Powered by Universal Resource Scheduling, this experience provides an efficient way to schedule resources for service activities. It considers the availability of employees, facilities, and equipment to plan schedules accordingly. It also helps customer service organizations improve service quality by preventing over-scheduling.

Review this post on the Dynamics 365 Customer Engagement Team Blog for more information and instructions on how to install the feature.

Microsoft Ignite | The Tour

Introducing a new global 17-city event designed to bring the best content from Microsoft Ignite directly to technical practitioners worldwide – ensuring they get the most out of Azure, Microsoft 365, Dynamics 365, and the Power platform. With 100+ deep-dive sessions and workshops, attendees will explore the latest developer tools, cloud technologies, and learn how to put their skills to work in new areas.

Upcoming stops on the tour include:

• Toronto: January 10-11, 2019
• Singapore: January 16-17, 2019
• Washington, DC: February 4-5, 2019
• Sydney: February 13-14, 2019
  plus more….

Connect with our community to gain practical insights and best practices on the future of cloud development, data, IT, and business intelligence. Visit the Microsoft Ignite | The Tour website to find a stop in a city near you.

Updates & Releases

Microsoft Dynamics 365 Online Releases

The Service Updates for Dynamics 365 online version 9.1.0 and 8.2 are now available.

Service Update 9 (9.1.0000.0946 or higher) resolved issues include:

• Incremental system-wide performance improvements.
• Selecting "Sales for AI" redirected to another page instead of the "Relationship Insights/Sales for AI" page.
• When attempting to merge two contacts, the 'First Name' and 'Last Name' fields were not selected by default.
• Contacts added to the "Attendees" field did not display until the page was refreshed.
• An error occurred when attempting to open or create account records using the Dynamics 365 Mobile app in offline mode.

Service Update 10 (9.1.0.1064 or higher) resolved issues include:

• The ribbon was grayed out when an opportunity record was opened and then closed.
• Contacts could not be synced to Outlook.
• The Currency field did not populate when an email was converted to a lead.
• Items on the field search list could not be filtered when more than one filter was applied.
• The Activity wall loaded slowly. The page froze/crashed if there were too many recipients in the to/cc fields.

Service Update 12 (9.1.0.1201 or higher) resolved issues include:

• No information displayed in posts generated with a workflow in Unified Interface.
• Stacked bar charts contained two categories with the same color, instead of four unique colors.
• Appointments could not be created through the Quick Create form.
• Opportunities could not be closed in Sales Hub.
• Reports displayed the wrong info on the Modified By field.

Service Update 1 (8.2.3.0114 or higher) resolved issues include:

• Phone calls and task items failed to sync from CRM to Exchange.
• Server-Side Synchronization failed to reopen tasks in Outlook that were reopened in CRM.
• An error occurred when deleting a managed solution.
• An error occurred when editing or exporting apps that were added to a solution.

Service Update 2 (8.2.3.0177 or higher) resolved issues include:

• A read-only field's value was copied twice (i.e. "1234512345 instead of "12345") when copied.
• The "Post configurations contact" workflow, triggered after creating a new contact on the Account entity, failed periodically.
• After case merging, 'regarding' of email and custom activities would not update to the master case.
• The Dynamics 365 add-in in Outlook failed to load pages (accounts, contacts, etc.).
• An error occurred while attempting to open Account records when Social Insights was present on the form.

Dynamics 365 Resource Scheduling Optimization v3.0 Release

Microsoft is excited to announce the general availability of the Resource Scheduling Optimization (RSO) v3.0 release.

New features include:

• Maximized preferred resource assignments
• Best matching skill level
• Improved logic of handling conflicted bookings
• User experience improvements to easily re-rank objectives
• Usability, performance, and quality improvements

For more information on the new features, review this post in the Dynamics 365 Customer Engagement Team Blog.

Field Service and Project Service Automation Updates

The latest update to the Field Service and Project Service Automation solutions for Dynamics 365 is now available. This release includes improvements to quality, performance, and usability, based on customer feedback and requests.

Field Service enhancements (v7.5.5.48)

Resolved issues:

• Fixed: Script error on work order quick create
• Fixed: Japanese label localization on work order form
• Updated SDK libraries to 9.0
• Fixed: Linked work order sub-grid does not allow searching existing work orders when the user clicks the + command

For information on how to install, update or remove the solution, review this article.

Project Service Automation (v3.2.0.246) Enhancements

Improvements include:

• Internal performance improvements to upgrade experience.
• Minor reliability improvements to the project schedule grid.

Resolved issues include:

• Fixed: Generic SQL Error when creating contract from quote, if customer has custom field maps for multi selection option sets.
• Fixed: The added or subtracted value results in an un-representable DateTime
• Fixed: Misalignment of field length between BusinessTransaction msdyn_description and QuoteLine.ProductDescription.
• Fixed: Missing price information on estimates view when project calendar and user timezone is set to india timezone.

For more information on the Project Service Automation enhancements, review this blog post.

Portal Capabilities for Microsoft Dynamics 365 v9.0.12.12

Portal capabilities version 9.0.12.12 for Microsoft Dynamics 365 is now available. This release includes an updated portal host as well as solution package updates (v9.0.12.10). New solution packages are only applicable for v9.x Dynamics orgs.

The portal host will automatically be updated by Microsoft, but action must be taken by your organization to upgrade the solution packages. Until the solution packages are updated, some enhancements will not be available to portal administrators and/or users.

Resolved issues with Portal Host includes:

• Editing any component using front side editor on Portal opens a blank page if the component is on a child page which is more than 5 levels down from home page.
• If an auth provider is configured using both SAML2 and OpenId Connect on portal, then OpenId Connect configuration is broken after SAML2 provider is configured.
• Subgrid on entity form does not refresh on record delete.

Resolved issues with Portal Solution includes:

• Source Code Field in Web Template Form doesn't save the content when using Internet Explorer 11.
• Portal Timeline solution is not updated when Solutions are updated to 8.4.6.2 or 9.0.12.10 version.
• View Editor on Entity list form doesn't open properly in Internet Explorer 11.

For a full list of all portal updates released to date and their corresponding KB articles, please reference this KB article.

Additional News

Using Clone Solution to remove Managed Solution components

The ability to clone a solution in Dynamics 365 has been around for a while, but did you know you can use the feature to remove managed components, entities or entity assets? For customers already familiar with Solutions and Customizations, you can use this guided lab that showcases a simple example of managed component removal using Clone Solution and explains the “Stage for Upgrade”.

Dynamics 365 App for Outlook Blog Series

With the release of the new version of Dynamics 365 App for Outlook along with v9.0 and the new unified interface, organizations are transitioning from the legacy Dynamics 365 for Outlook client. There have been many questions about the new features, so to help our customers we’re launching a new Dynamics 365 App for Outlook multi-part blog series. The content will be based on a Dynamics 365 Customer Engagement (online) to Exchange Online environment, but much of the information will also be valid for hybrid and on-premise environments.

Part 1 – The Basics:

• What does the Dynamics 365 App for Outlook offer?
• App terminology
• System Requirements

Part 2 – What is supported?:

• Feature support per client
• Outlook on the web (OWA)
• Supported servers

Part 3 – Tracking and Correlation:

• System Settings
• Configure email correlation
• Tracking options

Part 4 – Working with emails:

• Automatic email tracking
• FAQs

Part 5 – Working with appointments:

• Appointment tracking scenarios
• FAQs

The series is posted to the Dynamics 365 Customer Engagement in the Field blog so check back often for the latest.

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Training Corner

Business Applications Bootcamps

The Business Applications Bootcamps are 3-5 day, in-person events around the globe focused on improving functional and technical skills for solution architects, functional consultants, industry experts, application consultants, HR analysts, and data professionals.

The bootcamps focus on 5 workloads:

• Dynamics 365 for Customer Service
• Dynamics 365 for Field Service
• Dynamics 365 for Talent
• Power platform: PowerApps and Power BI Integration
• Dynamics 365 for Finance and Operations

Visit BizApps Bootcamps the learn more and to register for a session near you. A Microsoft login account is required.

Free PowerApps "App-in-a-Day" Workshop

As a business leader, you want to react quickly to the changing market and cannot stay dependent on developing a software solution to do that. You want the ability to build a solution to meet your business needs swiftly. With the Microsoft Power Platform, you can build great business apps without writing code.

• PowerApps: Enable power-users in line of business roles to easily build and deploy custom business apps in both Canvas and Model-driven style of apps.
• Common Data Service for Apps: Easily bring your data together and quickly create powerful apps using a compliant and scalable data service and app platform integrated right into PowerApps.
• Microsoft Flow: Enable your line of business specialists and IT pros can build automated workflows intuitively.

Learn how to use these features with a free App-in-a-Day workshop. Classes are happening now, so visit this link to review the agenda and register for a session near you.