Microsoft Dynamics 365 2020 Release Wave 1

On the first of April, Microsoft has officially started the 2020 release wave 1, kicking off the deployment of new applications and hundreds of new capabilities and updates across Microsoft Dynamics 365 and Microsoft Power Platform.

The complete list of new capabilities for 2020 release wave 1 related to Microsoft Dynamics 365 are as follow:

Seamless B2C and B2B customer journeys across sales, marketing, and service:

Dynamics 365 Customer Insights, Microsoft’s customer data platform (CDP), including first and third-party data connections that further enrich customer profiles that can be updated and activated in real-time. Organizations can unlock the value of their data by quickly and accurately predicting customer behavior using out-of-the-box AI templates for churn, customer lifetime value, and next best action recommendations, as well as enable deeper insights with Microsoft Azure Synapse Analytics.

B2B organizations can take advantage of new customer engagement capabilities in Dynamics 365 Sales, Marketing, Customer Service, and Field Service to provide customers with unified, consistent, and personalized experiences throughout the entire buyer journey. Sales teams can leverage advanced AI-powered predictive sales forecasting and a new sales acceleration hub for inside sellers. Marketers can enhance campaigns with more personalized and sophisticated email messages, integrated surveys using Microsoft Forms Pro, and aggregated data and segments from Customer Insights. In addition, service centers benefit from centralized scheduling capabilities for dispatchers to schedule technicians and new omnichannel capabilities to reach customers on their preferred channels.

Delivering seamless omnichannel retail experiences:

Dynamics 365 Commerce delivers an end to end retail solution that helps organizations deliver personalized, omnichannel experiences through advanced e-commerce capabilities, intelligent product recommendations, and enhanced clienteling. With Dynamics 365 Commerce, Finance, Supply Chain Management, and Microsoft Power BI you gain greater visibility into an end-to-end processes and virtual warehouses, as well as get a single view of customers across retail and e-commerce.

Exceed customer expectations with an intelligent supply chain:

Dynamics 365 Supply Chain Management is updated to deliver predictive insights and intelligence from AI, IoT, and mixed reality to your organization across planning, production, inventory, warehouse, transportation management, and asset management.

Microsoft has added out-of-the-box IoT capabilities that leverages Azure IoT Hub to connect signals from mission-critical assets with business transaction data. This enables manufacturers to improve uptime, throughput, and quality by proactively managing shop floor and equipment operations with a real-time view of their entire production and stock.

Supply Chain Management now integrates with Dynamics 365 Field Service to help reduce downtime of geographically dispersed mission critical assets by automating field service operations, as well as Microsoft Dynamics 365 Guides to train your workforce faster, more effectively, and in some cases, more safely using mixed reality learning experiences.

For Instance: Eaton, a multinational power management company, with 97,000 employees serving customers in 175 countries, is leveraging Dynamics 365 mixed reality solutions as part of its ‘Industry 4.0’ transformation. Following pilot evaluations by their IT and business teams, Dynamics 365 Guides and Dynamics 365 Remote Assist are being deployed globally by different business units starting with the Vehicle Group in over a dozen locations for maintenance, digital layout, training, product development, and connecting global teams on knowledge transfer and best practices sharing.

In addition to these highlights for operations, we’re introducing Dynamics 365 Finance Insights, which brings the power of AI into your finance processes, as well as Dynamics 365 Project Operations, a comprehensive solution for service organizations to connect and run every part of the business.

Power Platform: New ways to analyze, act, and automate

Power Automate adds robotic process automation (RPA)

Power Automate already helps hundreds of thousands of organizations automate millions of processes every day. With the addition of RPA, Power Automate will help these organizations to also automate their legacy apps and manual processes through UI-based automation. The key Power Automate RPA capabilities that are reaching general availability today include RPA for attended and unattended scenarios, a flexible business model to support any business scenario, and several AI Builder models.

Power Automate now provides a single solution for end-to-end automation that spans on-premises systems and the cloud. This approach addresses three primary areas:

  • Intelligent understanding of data: Structured and unstructured data from paper-based invoices to images can be easily understood and integrated with other critical business applications. AI-driven capabilities like forms processing in AI Builder are now generally available.
  • RPA connects to enterprise applications without APIs: Some applications are too old or expensive to support API connectivity. With UI flows, end users can automate their work in these applications by recording manual tasks such as mouse clicks, keyboard inputs, and data entry, and then automate the replay of these steps to integrate with legacy systems.
  • Connecting to over 300 modern apps and services: It is easy to work with information stored in the cloud or on-premises apps and databases. We offer native connectivity to common apps or a company’s APIs with over 300 connectors out-of-the-box.

Power Apps adds mixed reality experiences

Today, we’re announcing new mixed reality capabilities coming to Microsoft Power Apps. With these new features, Power Apps is one of the first low-code no-code platforms that makes it possible for everyone to build mixed reality applications.

With hundreds of millions of augmented reality capable mobile devices in the hands of business users, every Power Apps maker will be able to leverage the power of mixed reality to extend their apps with the ease of drag-and-drop development. With these new capabilities, makers can start to digitize workflows in physical space in new and innovative ways.

Power BI adds new capabilities

Microsoft Power BI is delivering new capabilities focusing on three key areas to help customers drive a data culture:

  • Building on Power BI’s core amazing data exploration experiences, we’ve added the highly requested decomposition tree AI visual, a new Q&A experience, and added a modern ribbon that users are familiar with from Microsoft Office.
  • As we continue to meet the most demanding needs of our enterprise customers, we are adding full application lifecycle management, with the ability for customers to move an app through a deployment pipeline. We have also completely opened Power BI’s semantic models by adding full support for the industry standard XML for Analysis (XMLA) protocol.
  • Finally, to help our customers weave business intelligence deeply into the fabric of the organization, we’ve added support for Microsoft Information Protection and Microsoft Cloud App Security to protect data even when it leaves Power BI, added deep integration with Azure Synapse, and a completely revamped Microsoft Teams integration.

Dynamics 365 Business Central – licensing

According to the principle of licensing applications from MS Dynamics 365 family, Business Central application is also licensed under the concept of a named user (each user requires a license). The exception here is the new Business Central Device license introduced this year, which allows it to be used on a device aggregating the work of many end users, such as data collectors, POSs and others.

Until now, there was a certain license incompatibility of this product with respect to the entire Dynamics 365 family. The division of Base (Base) model and additional (Attach) had no application in Business Central. This aspect has also  been changed with the publication of Wave 1 for 2020. Regardless of the choice of Business Central (Essential / Premium) version, the following licenses have been added:

  • Sales Professional Attach,
  • Customer Service Professional Attach.

This means, that if we have at least one Business Central license (Essential or Premium), we qualify for the base (base) license offer for the other two products of the Dynamics 365 family, which are:

  • Dynamics 365 Sales,
  • Dynamics 365 Customer Service.

If the need to use these applications is required by the customer, then it is possible to buy them in the form of “attach” to existing Business Central licenses at a very bargain price.

Attention! Please note, that any such license can only be attached to the base license. For example, it is not possible to have 1 Business Central license (Essential or Premium) and to attach three licenses for Sales or Customer Service. Similarly, it will not be possible to assign such license as attached to a user who does not have a Business Central primary license assigned.

Power Platform

As news of COVID-19 cases spread globally, Microsoft pulled together a team to help customers coordinate their own information sharing and team collaboration in response to evolving conditions in times of crisis.

In less than 48 hours later, we have released the first version of that solution for any customer organization to quickly implement and updating in parallel.

Get the full instructions for how you can implement your own Crisis Communication app here.

Watch how to use the Crisis Communication solution here.

The solution combines capabilities of Power Apps, Power Automate, Teams, and SharePoint. It can be used on the web, mobile or in Teams.

Key features include:

  • Employees can report their work status (e.g., working from home) and make requests. This helps managers coordinate across their teams and helps central response teams track status across an organization.
  • Admins can use the app to push news, updates, and content specific to their organization, and can provide emergency contacts specific to different locations.
  • The app includes the ability to add RSS feeds of up-to-date information from reputable sources such as WHO, CDC, or a local authority.

As part of this effort, we are also giving all Power Apps users temporary access to a premium feature, Power Apps Push Notifications, so you won’t need any premium licenses to use Power Apps to push information to users. We have reclassified Push Notifications as a standard connector for the duration of the COVID-19 crisis.

The Crisis Communication template has now been implemented at hundreds of organizations around the world and we’re inviting you to use this template.

NOTE:

This app is a sample and may be used with Microsoft Power Apps and Teams for dissemination of reference information only. This app is not intended or made available for use as a medical device, clinical support, diagnostic tool, or other technology intended to be used in the diagnosis, cure, mitigation, treatment, or prevention of disease or other conditions, and no license or right is granted by Microsoft to use this app for such purposes. This app is not designed or intended to be a substitute for professional medical advice, diagnosis, treatment, or judgement and should not be used as such. Customer bears the sole risk and responsibility for any use of this app. Microsoft does not warrant that the app or any materials provided in connection therewith will be sufficient for any medical purposes or meet the health or medical requirements of any person.

Dynamics 365 Project Operations

Microsoft is now introducing a new product Dynamics 365 Project Operations in October 2020 as a replacement for Dynamics 365 Project Service Automation (PSA).

Microsoft Dynamics 365 Project Operations connects cross-functional teams to win more deals, accelerate delivery, empower employees, and maximize profitability. This application brings capabilities from our existing Dynamics 365 Project Service Automation, Microsoft Project for web, and project management accounting within Dynamics 365 Finance into a single offering. This Announcement provides an overview of the new Dynamics 365 Project Operations application, how we are working with Microsoft Project to address this market opportunity, and the change of service impact to Dynamics 365 customers.

What is changing?

Dynamics 365 Project Operations is the new application coming on October 1, 2020. Going forward, all roadmap investments for the PSA software market will be done through this application.

  • Microsoft will discontinue sales of Dynamics 365 Project Service Automation to new customers on October 1, 2020.
  • Early adopters can join the Dynamics 365 Project Operations public preview in June 2020, while Dynamics 365 Project Operations will become generally available on October 1, 2020.
  • Eligible customers using Dynamics 365 Project Service Automation may continue to use it through October 1, 2022 if on a CSP contract, or October 1, 2024 for EA customers, or until the end of their most recent Dynamics 365 contract or renewal, whichever occurs first. Microsoft will offer a migration path to Dynamics 365 Project Operations.

Dynamics 365 Project Operations

Today’s project-based services businesses operate in a highly competitive market, where winning new contracts, accelerating project delivery, and increasing profit margins are significant challenges. Success in this highly competitive environment requires a solution that truly reimagines business operations across teams.

Dynamics 365 Project Operations will help project-intensive organizations run their entire services business – from prospects to payments, so they can:

  • Win more deals and speed the sales cycle with fast, accurate quotes for projects, flexible pricing, and seamless transitions from estimate to execution
  • Optimize resource utilization by aligning the right people with the right skills to the right projects—improving quality and helping you retain top performers.
  • Speed project delivery with state-of-the-art, built-in project management that uses familiar, easy-to-use Microsoft Project capabilities.
  • Simplify time and expense reporting with the ability to submit, approve, process, and reconcile time and expenses from anywhere—for faster reimbursement and client billing.
  • Optimize project economics with project costing, budgeting, invoicing, revenue recognition, compliance, and visibility into key business health metrics such as gross margin and project profitability.
  • Discover business insights powered by AI and increase agility with visibility across all your teams, data, and processes—for better, faster business decisions.

Dynamics 365 Project Operations is powerful on its own, but also expandable for our customers that require additional capabilities from Dynamics 365; including Sales, Finance, Marketing, Human Resources, Customer Service and more.

Impact to Dynamics 365 Project Service Automation (PSA) customer

Dynamics 365 Project Service Automation (PSA) currently includes project sales, resourcing and delivery capabilities. By adopting Dynamics 365 Project Operations, current PSA customers will get access to built-in capabilities from Microsoft Project for the web, as well as project financials. Current customers will get access to migration tools and will be grandfathered into Dynamics 365 Project Operations licensing. It’s important to note there will not be any immediate disruption of service, and we plan to work with customers to adopt Dynamics 365 Project Operations at their own pace. Customers evaluating PSA software solutions today should feel comfortable to continue their evaluation, purchase, and installation of our products, with knowledge and confidence of a strong product roadmap for Dynamics 365 Project Operations.

Impact to Dynamics 365 Finance customers using the project management and accounting capabilities

Dynamics 365 Finance currently includes a set of project management & accounting capabilities, such as Project Invoicing, Expense and Project Revenue Recognition, and more. These capabilities will transition from Dynamics 365 Finance and be maintained within Dynamics 365 Project Operations going forward. Current customers will get access to migration tools and will be grandfathered into Project Operations licensing.

Entitlements to project operations capabilities from within our Dynamics 365 Finance and Activity SKUs will no longer be included starting October 1, 2020. New customers purchasing these SKUs will not be entitled to project operations capabilities.

Project Operations application will improve the below unified operations:

  • Project Sales with more contacts
  • Project Managers accelerate project delivery
  • Finance on-time and accurate project-based financials
  • Team Members collaboration and simplified time and expenses
  • Resourcing optimized resource utilization
  • CxOx increased business agility

Team Members License

There is a new announcement from Microsoft concerning the Team Member Licensing, please feel free to send us your inquiry on the subject in case you need any clarifications.

Starting April 1st, 2020 team member license will lose access to their apps.

However, Microsoft has now revised its timeline whereby all existing customer instances impacted by this change, including users assigned the new Team Members SKU since 1 October 2018, will be granted an additional grace period until 30 June 2020.

New Change for Team Member Access:

  • Dynamics 365 for Sales
  • Dynamics 365 for Customer Service
  • Dynamics 365 for Project Service Automation

What’s new?

The license enforcement will ensure that users with Team Member licenses can access only the designated app modules for Sales, Service, and Project Resource Hub.

License enforcement:

users with new Team Member licenses

Business value:

This licensing enforcement helps customers align with the Team Member license restrictions described in the Microsoft Dynamics 365 Licensing Guide.

Feature details:

For Team Member licenses purchased during or after October 2018, license-based access will restrict users to a set of designated app modules.

These users will no longer be able to access Customer Service Hub, Sales Hub, or custom app modules. The designated app modules are as follows:

  • Customer Service Team Member
  • Sales Team Member
  • Project Resource Hub

During the early access phase, users with Team Member licenses will be able to use the designated app modules mentioned above alongside all existing apps. Once license enforcement is turned on (starting April 1, 2020), unentitled apps such as Customer Service Hub, Sales Hub, and custom apps will not be accessible. Customers are advised to test their Team Member scenarios and migrate customizations to the designated app modules as needed.

Before general availability, customers can enable enforcement within specific environments to proactively preview full enforcement (that is, the scenario where non-designated app modules are blocked based on license entitlement).

NOTE This feature is available in the Unified Interface only.

The new sales team member app released in the wave 1 is specifically designed for user having team member license.

At a high level, users with the Team Member license can perform the following tasks:

In the Sales Team Member app:

  • Customer management: work with contacts or see accounts.
  • Lead and opportunity management: see leads or opportunities linked with accounts or contacts or see other sales-related data.
  • Add notes and activities, such as tasks.

In the customer service context, this app module enables the following limited set of use cases provided by the Team Member license for employee selfservice:

  • Create cases.
  • Read and update the cases that they created.
  • Search and view knowledge articles.

Access the Team Member App:

Users with the Team Member license can go to home.dynamics.com. They’ll see the designated team member apps.

When users open the Sales Team Member app, in the site map, they’ll see the available entities.

With the Project Resource Hub app, you can enter time and expenses for the projects you’re working on the go. Stay on top of your time and expense entry to make sure:

  • Your clients are billed properly
  • You get credit for the work you’ve done

Select Project Resource Hub.

Retiring Dynamics 365 Talent “Attract and Onboard”

Microsoft made a new decision to retire dynamics 365 talent: Attract and Dynamics 365 Talent: Onboard apps on February 1, 2022, and are aligning future investments in this market with the solutions offered by LinkedIn.

Microsoft will continue investing in operational HR solutions with Dynamics 365 Human Resources releasing on February 3, 2020. Customers using core HR capabilities will be automatically transitioned to this new offering. Dynamics 365 Human Resources will help ensure the customers get the workforce insights needed to build data-driven employee experiences across compensation, benefits, leave and absence, compliance, payroll, performance feedback, training and certification, and self-service programs.

Here are some important details to help our customers with the transition:

  1. How long can customers use Attract and Onboard?

Service for the Attract and Onboard applications will end on February 1, 2022. Eligible customers can continue using Attract and Onboard until February 1, 2022 or the end of their most recent Dynamics 365 contract or renewal, whichever occurs first.  Current customers will be able to renew their contract up until June 6, 2020.

Eligible customers are defined as either current customer who have purchased or renewed Dynamics 365 Talent, Dynamics 365 Unified Operations plan, or Dynamics 365 Plan 2 prior to February 3, 2020. or customers who have opted in via the defined process below.  Customers who are not eligible by February 3, 2020 will be unable to access Attract or Onboard after February 3, 2020.

Opt-in process:

To allow time to opt-in, Dynamics 365 customers that are entitled to but are not currently using Attract or Onboard will have until February 3, 2020 to notify Microsoft that they intend to implement Attract and/or Onboard. You can opt- at any point between December 6, 2019 and February 3, 2020. If you are not currently using Attract and/or Onboard and want to opt-in to ensure service availability until February 1, 2022, you need to submit a support ticket.

  1. How long can Dynamics 365 Talent customers use core HR capabilities?

The core HR capabilities in Dynamics 365 Talent will be released as Dynamics 365 Human Resources on February 3, 2020. Eligible customers who are utilizing the core HR capabilities within Dynamics 365 Talent will have their service continued under Dynamics 365 Human Resources licensing with no disruption in service. No migration is required.

  1. Will Attract and Onboard be supported through retirement? Will there be additional feature development?

Microsoft will provide critical bug support until February 1, 2022. We will not be adding new capabilities into Attract or Onboard.  Future investments will be made within Dynamics 365 Human Resources.

  1. Can we export the data, and will there be migration tooling available?

For Onboard customers, data export tools will be provided within the Onboard app to help export onboarding guides and templates.

  1. What is the deadline for exporting data out of Attract or Onboard?

Customers must export their data from Attract or Onboard by the end of their contract date or before February 1, 2022. Microsoft will provide data export tools from directly within Attract and Onboard.

  1. Will I have to keep paying for Attract and Onboard?

Yes, since customers can continue using these products over the next two years all contracts will remain in place until renewal or expiration. Dynamics 365 Talent customers will be automatically transitioned to Dynamics 365 Human Resources.

  1. Where do I learn more about LinkedIn Talent Hub?

Learn more about LinkedIn Talent Solutions and LinkedIn Talent Hub—a new Application Tracking System (ATS) that lets you source, manage, and hire – all in one place. Talent Hub gives hiring teams complete visibility into every stage of the hiring process and how candidates have engaged with your company – from candidate pipeline, interviews, feedback to extended offers. It also uses the actions, skills, and experience of the half a billion LinkedIn members to deliver insights about your candidates, the talent pool, and the market at every stage of the hiring process. This means you can get timely insights throughout your hiring process to help you make better talent decisions and gain an edge over the competition.

  1. Where do I learn more about other ISVs that provide Talent Acquisition solutions for Dynamics 365?

Find the right apps for your business and get Applicant Tracking and Onboarding solutions tailored to your industry that work with Dynamics 365 Human Resources on Microsoft AppSource.

  1. What are my next steps?

If you are only using the core HR capabilities within Dynamics 365 Talent, you can continue business as usual without any disruption.  If you are using Attract or Onboard, we recommend that you reach out to your account team or partner to get more information and build a plan to transition off of the service by February 1, 2022, or the contract end date, whichever comes first.