Dynamics 365 v9.0.2 Spring 2018 Release prcing and licensing guides and information sheets

With the new release of Dynamics 365 v9.0.2 Spring 2018, I thought I’ll share links to all the new licensing guides and information sheets that are available for Dynamics 365 Microsoft Partners with access to Microsoft Dynamics Partner source, they can get the same information here:

and here is what I believe a publicly available version of the Dynamics 365 Spring 2018 (v9.0.2) licensing guide:

https://mbs.microsoft.com/Files/public/365/Dynamics365LicensingGuide.pdf

Finally, you can find all detailed documents, guides and information sheets/videos on Partner Source here:

Microsoft Dynamics 365 Licensing Guide – Spring launch updates

Microsoft Dynamics 365 Existing Customer Transition Guide​​

Microsoft Dynamics 365 Licensing Guide – Addendum for Case Management​​

Microsoft Dynamics 365 Business edition Licensing Guide​​

Microsoft Dynamics 365 Pricing and Licensing Videos​

Microsoft Dynamics 365 Licensing and Pricing Deck​ – Spring launch updates

Microsoft Dynamics 365 Pricing and Licensing FAQ​ – Spring launch updates

MICROSOFT DYNAMICS 365 ON-PREMISES DOCUMENTATION

​​​​Microsoft Dynamics 365 On-Premises Licensing Guide

​Microsoft Dynamics Field Service On-Premises Planning Guide​

Microsoft Dynamics 365 On-Premises FAQ

Hope this helps!

Dynamics 365 Saturday in Amsterdam February 2018 – Event Summary and GDPR Slides

We have recently had a fantastic two days as part of our Dynamics 365 Saturday event and Hackathon. It started with a Hackathon on Friday afternoon all the way until the end of the night then followed by a Dynamics 365 Saturday full day event. We had some amazing content including opening keynote by Ben Vollmer, Microsoft Dynamics 365 Field Service Global Lead. We also had an excellent closing keynote by Steven Kaplan, LinkedIn Group Manager for Sales Navigator and an ex-Microsoft Dynamics exec himself.

I had the pleasure to interview Steve as part of the Question and Answer section of the closing keynote. You can read more about the event on this blog post:

https://www.linkedin.com/feed/update/urn:li:activity:6365472645869297664

You can also see my live LinkedIn video from the closing key note here:

https://www.linkedin.com/feed/update/urn:li:activity:6365582720701120513

We have also had some fantastic feedback from various attendees including this potential Dynamics 365 Customer:

I have also delivered a sesson on my “favourite” subject: GDPR. The session was titled: Business and Technical Design considerations for a GDPR compliant Dynamics 365 solution.

I’ve been asked many times about the session slides and I have just got round to upload them. You can find them on http://crm.boutique at the following location:

http://crm.boutique/microsoft-dynamics-gdpr-dynamics-365-saturday-amsterdam-feb-2018

Enjoy! I hope you find the slides useful.

Directions EMEA 2017 Dynamics 365 GDPR Compliance Session Slides

Presented by myself and James Crowter, we have received various requests to share our slides from Directions EMEA 2017. I have added these here but please note that I have added more information than the original presentation slides. Hopefully it will be of some benefit to some of you.

Please note there is NO WARRANTY for this document and is provided as is without any guarantees. You should not make business decisions based on these or any similar high level material.

Microsoft Dynamics 365 & GDPR compliance – Oslo #MSDyn365 event slides and updates

I had really great audience and some excellent interactions at my Microsoft Dynamics 365 #GDPR compliance session in the stunning #Oslo at Microsoft Norway. I’ve heard and discussed several shared concerns on GDPR significant impact on #CRM solutions, its complexities and how soon the regulation is coming!

I also want to thank everyone for their positive and encouraging feedback. That’s what keep me (and other MVPs) going and make us continue to help the Dynamics 365 community in passion!

As per everyone’s request, I have incorporate our useful interactions into my slides and you can now download them via the link below on this post or on http://CRM.Boutique  (free registration is required).

If you would like to attend this session again in person, then you can join me at our next Free Microsoft Dynamics 365 event in Milan at Microsoft Italy offices on 16th September 2017. This will be another great CRM Saturday event, this time in Italy.

One last off-topic point: Oslo and Norway are absolutely stunning (did I say that before?). If you haven’t been there, then try visiting soon – preferably in the summer. Make sure you: a) take the Oslo Fjord cruise, b) do the Oslo River walk and c) eat plenty of Norwegian fish (especially Salmon).

I leave you with some photos from the event and amazing Norway!

  

Our Free Dynamics 365 #CRMSaturday #MSDyn365 Bootcamp has been a great success – what a day!

We have just had our first CRM Saturday Bootcamp at Microsoft UK London Paddington offices this Saturday, 22nd July 2017. It has been a lot of hard work for everyone at CRM Saturday especially the trainers: Neil Parkhurst, Janet Rob, Raz Choudry and Baris Kanilca. As for me, I did 16K steps just walking between the various rooms ensuring all sessions are adhering to our agenda times. Personally, my sessions both overrun by few minutes and some of my track attendees missed part of their breaks as I got carried away! For this, I’m sorry 🙂 It has been a seriously fun event with some excellent attendees.

Not only we had 110 excellent attendees @ our free #MSDyn365 #CRMSaturday Bootcamp. We also raised £1,421 for the London Fire Fund, British Red Cross.

We learnt Dynamics 365 together in 3 different parallel tracks. There was a lot of excellent networking as well as some great fun at the various breaks and the Raffle ticket awards.

Some of our attendees even went back home with an XBOX S One, an Amazon Alexa/Echo and other prizes. What a day!

However, I’ll have to name names in this post! Firstly, many many thanks go to: Microsoft’s Matt Fox and Bruce Nicholson Scribe’s Henk Adriaans and Steven Thornhill Nigel Frank’s Oliver Norton and Andrew Brownlie

Without our host, Microsoft, and our sponsors, such an amazing events wouldn’t have been possible. And of course special thanks goes to our trainers: Raz Dynamics, Neil Parkhurst, Janet Robb and Baris KANLICA

And our helpers: Lipi Sarkar (MBA), David Robertson and Samira Kadiri

And of course many thanks to our Dynamics Community colleagues and Professionals who attended the event and made the donations to make such an event a success!

Strategic Business & Technical Considerations for Dynamics 365 CRM Cloud Deployment – CRM User Group July 2017

I have recently presented at the UK CRM User Group event in Microsoft London Paddington offices (I know I now seem to spend more time @ Microsoft Paddington than in my own office).

Anyway, I have received requests to publish my updated slides about the Dynamics 365 CRM Online Cloud deployment considerations. Please find these below. The slides are high level as I go in details during the session (and I hate long text on presentation slides). However, the slide deck still covers many of the core principles and strategic considerations that I believe every business and every organisation should consider before making the decision to go Dynamics 365 on-premise or cloud. There is no “one answer” or “one model fits all” here and there will be many good reasons for an organisation to choose one option over the others – and that’s what I try to convey in these sessions.

While you are here, if you organisation would benefit from a short and quick assessment of Dynamics 365 cloud versus on-premises decision, I’ll be happy to help you with that. I have been delivering these assessment frequently lately and I apply all my lessons learnt and experiences onto these short assessments to help businesses make the right decision for themselves.

You can get in touch via the contact page or via LinkedIn.

 

Everything you need to know about the upcoming Free Dynamics 365 Training Bootcamp at Microsoft UK London Paddington offices

CRM Saturday and CRM Boutique Mentoring programme are arranging a FREE Dynamics 365 CRM classroom training delivered by a number of Microsoft MVPs and Dynamics Experts. The event will also be used to raise funds to the London Fire Relief, British Red Cross. 100% of donations go directly to the charity. Trainers are volunteering and dedicating their Saturday to give back to the Dynamics community through training and to raise money to a good cause.

Thanks to Microsoft UK and our sponsors, there will be free lunch and refreshments throughout the day!

This hands-on classroom based training has 3 Tracks:

  1.  Track A: Application Core for those looking to learn the basics of Dynamics 365 functional capabilities. The focus of this track is at professionals and individuals moving into Dynamics 365 who want to learn the core Dynamics 365 CRM Sales and Customer Services application from a functional, capability and features knowledge. If a consultant already knows Dynamics 365 application good enough, then they should look at registering an interest in Track B: Configuration and Customisations of Dynamics 365. There will be a hands-on project expected to be delivered by groups of attendees in this track.
  2. Track B: Configuration and Customisation with No Code or Custom Development: for individuals who know Dynamics features and capabilities but want to learn how to configure the platform without code or development. It’s specifically aimed at professionals and End Users who want to get a hands-on training on how to configure and customise the system using out of the box configuration capabilities. Attendees must understand the application functionality well to attend this track, otherwise please register your interest in track A. There will be a hands-on project expected to be delivered by groups of attendees in this track.
  3. Track C: Unified Service Desk Specialist training. This is a highly specialised Unified Service Desk training by Microsoft MVP Neil Parkhurst with a combination of lessons and labs to get everyone a hands-on experience on setting up and configuring Dynamics 365 USD.

Securing your place:

Places are limited so please register your interest here as soon as possible before we close down the registration of interest: http://crm.boutique/register

Please remember to fill in all details included under the options section of the registration page.

If you have registered with CRM Boutique before, then you only need to update your account page. Make sure you update the options to confirm your interest in joining the bootcamp and which track you would like to be considered for.

Registration of interest must have details on how you see this training can help your career.

Registration of interest without full information including why you should be allocated a place, will be disregarded.

Places are allocated by application NOT on first come first serve basis.

 

Fundraising and Donations:

To extend the benefit of this bootcamp training we are using the event to raise funds for the London Fire Relief, British Red Cross. Trainees are expected to make a donation to this cause via the following Just giving page:

https://www.justgiving.com/fundraising/saturday-bootcamp

Please note that 100% of all donations go straight from Just Giving to the Charity directly. We do not take any donations and we don’t even process it.

Sponsors:

Thanks to our sponsors,

  1. Microsoft UK, our host
  2. Scribe Software, Platinum Sponsor, and,
  3. Nigel Frank International, Gold Sponsor,

Thanks to them, this training has been made a reality. Without our sponsors, we wouldn’t have a venue, food and refreshments all day and we wouldn’t have been able to cover all training costs. Our Sponsors are the ones who made this event free!

Any sponsorship money left after covering the event costs, will be donated to the same JustGiving page for the British Red Cross.

Featuring these exceptional experts and MVPs: Raz Dynamics , Neil Parkhurst , Baris KANLICA , Janet Robb and more!

Hands-on Projects and Labs:

Tracks A and B will have hands-on projects to be delivered by groups of trainees. Track C will have a number of Labs. For this reason, all trainees are expected to bring in their own laptops with them. All trainees will also need to register for a free 30 days trial Dynamics 365 instance ahead of coming to the training. This is very important as otherwise, trainees will not be able to participate and may not get the full benefit of the training.

Awards and Prizes:

In addition to all of this, our sponsors will be offering valuable prizes as awards to highest performing trainees in the bootcamp. There will also be a raffle with excellent prizes.

More details to be announced on the day!

Full information here: https://www.linkedin.com/pulse/free-dynamics-365-training-bootcamp-microsoft-london-offices-mostafa

CRM Saturday is a free non-for-profit Microsoft Dynamics 365 event held in multiple cities around the world from Europe to Australia which has been extremely well received globally with very positive feedback and excellent participation.

CRM Boutique is a free Dynamics 365 Mentoring programme which has gained a large audience and membership over the past few months.

Dynamics 365 Learning, Training and Resources Series: Partner Next Free Available training videos and material

In this series of post regarding Dynamics 365 Learning and Personal Development, I discussed some of the basics for learning Microsoft Dynamics 365 including an Introduction to Learning Dynamics 365, setting up trial Dynamics 365 Online instances and Creating your Learning Plans in Dynamics Learning Portal

In the last post in this series, I also talked about gaining access to Dynamics 365 Talent Portal through various ways.

In this post, I’d like to introduce Partner Next and its free training videos section. You can see the full list of Dynamics 365 training videos on this Partner Next section. The Videos cover various Dynamics areas including Customer Service, Operations, Sales, Financials and a lot more.

Here is a list of each Video on this page:

Module 1: Getting started with Dynamics 365
Module 2: The market opportunity with Dynamics 365
Module 3: Dynamics 365 workload 101 – Customer service and sales
Module 4: Dynamics 365 workload 101 – Operations and financials
Module 5: Dynamics 365 workload 101 – Customer insights and marketing
Module 6: Dynamics 365 workload 101 – Field service and project service automation
Module 7: Building a Dynamics 365 practice
Module 8: Key industry scenarios for Dynamics 365
Module 9: Dynamics 365 transactional options
Module 10: Next steps

Finally, Talent 365 Portal has an interesting Dynamics 365 Readiness guide, and you can also review their current Dynamics Learning Portal course catalogue for Dynamics 365

Hope this helps all new Dynamics 365 Learners! Always remember you can join the CRM Boutique Mentoring programme if you want a Mentor to support you through your career development.

Introduction to basic and essential Dynamics 365 Learning & Studying material and content – Part 2

This is the second article of my series on the introduction and first steps to study and learn Dynamics 365 if you are new to the technology and platform. If you have missed the first post, then I suggest you read it first please to ensure you keep up with the flow.

Now that you have a Dynamics 365 instance, you need to start following a step by step training or guide to learn Dynamics 365 functionality. I strongly suggest using Microsoft Dynamics Learning Portal as it has training videos, virtual sessions, live online training and training guides and content for Dynamics 365 across the various modules: Sales, Services, Field Services, Project Services, Marketing, etc. This is all delivered through what is called “Dynamics Learning Plans”.

In summary, the Dynamics Learning portal offers two types of learning plans:

  • Readiness Learning Plans are recommended, product-specific, role-based, sequentially ordered and category-driven plans that prompt users through the curriculum, while highlighting certification and specialized topics.
  • My Learning Plans have an intuitive, user-friendly UI that provides more flexibility and customization without sacrificing current features. My Learning Plans are offered in two views:
    • Tracks and Capabilities view offers users the option of viewing a taxonomy-driven format that displays the training assets in your learning plan alphabetically by track and capability. While users will not be able to edit from within this plan, they will have the ability to track progress, print, export and apply filters.
    • Customized view offers a taxonomy free, cross product, sequentially ordered format, enabling users to organize their unique plan, while providing the flexibility that is required to fit partner’s business model. Users can select this view to create new plans, add assets, edit the plan, reorder groups or training assets, create, add or rename groups, apply filters, track progress, share, print and export.

My suggestion is that you choose the Readiness Learning Plan, select levels 100 and 200,

select “Application Consultant” role

and then select the business application you are most interested in (Sales, Customer services, etc.)

Here are the results that come back from these selections:

Once you got the results, you can start adding these results to your learning plan using the “+” under my learning plan in the bottom right hand corner.

In my next blog post, I will discuss more about how to gain access to Dynamics Learning Portal if you don’t have it through your Microsoft partner or customer account. I will also cover the next learning and development areas and options available to progress your career in Dynamics 365.

Dynamics 365 CRM Business Process Flow new data model structure and Security considerations

Microsoft Dynamics 365 Business Process Flows (BPF) have seen a major upgrade recently since the move from Dynamics CRM 2016 (version 8.1) to Dynamics 365 (version 8.2). The change is not only to the new Business Process Flow designer but it is extended to adding few more capabilities are particularly useful for many situations. For example, you can now add a workflow to a Business Process Flow and you have few more actions to steps.

The major enhancement that happened to Business Process Flows are around its data model. Business Process Flows are now an entity with each instance of each BPF created as a record (otherwise you couldn’t have had a BPF firing a workflow).

However, this comes with additional changes that you need to be aware of. For example, you now have a tab on every Dynamics Security Role which is called business process flow. This tab lists every BPF available in the Dynamics CRM instance so you can apply the various CRUD privileges to each BPF as part of each security role.

This also means that when you go to the Business Process Flow designer, you can no longer select specific security roles assigned to your BPF. This is now done inside your Security Role. It’s an important change that may confuse old timers who lived inside Dynamics CRM for so long!

Please also note that this means if you migrate a custom security role from Dynamics CRM 2016 (v 8.1) to a Dynamics 365 (v 8.2), your security role may not have the required privileges assigned.

So in summary, rather than assigning security roles to a Business Process Flow from within the Business Process Flow designer, you apply these inside each one of your security roles.

Hope this helps!