1. Dynamics 365 9.0 New Features, Important Changes, & How to Prepare
Mike Valentine – D365 Solutions Architect
Bob Wittig – D365 Principal Consultant

2. Socius Introduction Experience Clarity Results
We love fueling transformation and growth through innovative technology, specialized expertise and strategic partnerships
Experience
years of experience implementing modern, intelligent business applications
individual certifications and 3,000+ implementations
03. Microsoft Gold Partner; Inner Circle longer than any other partner globally
Clarity
01. Represent the leading solutions from multiple vendors
02. Path Forward meetings to ensure ongoing innovation
Results
01. Revenue and profit growth
02. Operational efficiency
03. Improved client experience

3. New Features & Functionality

4. New Features Feature Description
‘Hubs’ for Everyone – Replacement for Interactive Service Hub
A mobile friendly replacement of the Interactive Service Hub. Hubs exist for all modules in 9.0
UI/UX Changes
Removal of unneeded whitespace. Empty subgrid and record indicators. Better alignment of fields & Text wrapping
NOT IN Support in Advanced Find
Accounts without contacts, Accounts with no opportunities, etc
Virtual Entities
View related data in D365 without copying it into the system Data connection is handled via Odata 4.0 connections
Multi-Select Option Sets
Select multiple picklist items for a field
Portal Entity Admin Wizard
Quicker ability to expose custom entities to the D365 Portal
Portal Interaction Tracking
Customer portal activities are available in Customer Insights
Session Management
Administrator defined settings for automatic reauthentication & idle timeout
Source Code for Portals
A one-time release of Portals for on-prem deployments

5. New Features (cont.) Feature Description
Business Process Flows with Action Steps
Trigger on-demand Workflows or Actions when user clicks a button
Can capture parameters for the action
Possible substitute for Dialogs in some situations
Relationship Insights
Relationship Health
Relationship KPIs
Most Contacted
Expansion of Client APIs
Bulk Data Loader
Use Lifecycle Services to load data into staging tables to perform light QA then push in to D365
Interactive Dashboards
LinkedIn Sales Navigator Integration
Deeper integration between D365 and LinkedIn

6. Technical Changes & Preparation

7. What you should be doing now to prepare
Replace Router with Server Side Sync
Review your web resources and external application looking for old web service endpoints.
Example of JS that will no longer function
/XRMServices/2011/OrganizationData.svc
Example Good
/api/data/v8.1
Turn off legacy form rendering and test
Update Plugin to latest SDK DLLs
Replace Microsoft.XRM.Client.DLL with new connection strings
Research ISV solution to make sure they are compatible with latest releases

8. Items being deprecated in future release
The items on the next slide will be going away in a “future major release of Dynamics 365”. It is my recommendation that you begin to plan to replace these items and not introduce new functionality leveraging these pieces of functionality.

9. Items being deprecated in future release
Deprecated Feature
Replacement Feature
Dynamics 365 Client for Outlook
Outlook App
Service Scheduling for Customer Service
Field Service Automation
Dialogs
Future enhancements to Business Process Flows
Parachure Knowledgebase
Knowledge Management
Contracts for Customer Service
Entitlements
Standard SLAs for Customer Service
Enhanced SLAs
Relationship Roles
Connection Roles
Mail Merge
Word Templates
Announcements
None
Client API Alterations
Technet Reference
Silverlight Web Resources
Custom Control Framework or HTML5 web Resources

10. What an upgrade Process Could look like
Review current environment for items being removed in planned release to upgrade too.
Plan mitigation to items failing your review.
Upgrade a development/test environment.
Execute on mitigation items failing your review.
Unit Test the development/test environment.
Begin planning production upgrade.
Create a training instance of CRM and begin training process to prepare users for differences in environment.
Execute on plan to upgrade production organization.

11. Reference Materials Dynamics CRM 2016 Update 1 (8.1) Deprecated Items
D365 July 2017 Update (9.0) Deprecated Items
What’s new for Developers with D365 July Update
D365 Virtual Entities

12. Q&A