Link to Dynamics 365 Preview Executive Briefing July 2017 video – in case you missed it

Hi Folks,

In case any of you couldn’t attend the Executive Briefing here are the links to the event recorded videos. I would say this event is a must-attend for anyone working on Dynamics 365 as it includes some of the largest updates and new features ever announced about Dynamics 365.

Here are the links:

Day 1: https://infopedia.eventbuilder.com/view?eventid=r9h2n6

Day 2: To be Published (Come back soon)

Day 3: To be Published (Come back soon)

Hope this helps!

 

What to look for when preparing for GDPR compliance? How can Dynamics 365 security & audit capabilities help?

This post is part of my GDPR series where I share some of my learnings and research on GDPR in general and how it affects my Dynamics 365 Clients and their Solutions / programmes. You can read the whole GDPR series here.
In this post, I’m trying to highlight key areas where organisations need to focus their attention and resources to ensure their compliance. This is not an exhaustive list of all key areas but are in my view the most urgent ones.
These key areas are: Data Classification, Metadata, Governance and Monitoring.
For Data Classification, this goes back to how you define your customers data as Personal Identifiable Information (PII), sensitive information or just general non-PII data. You need to know all the PII and sensitive data locations in all your systems and solutions including files such as documents, presentations and excel spreadsheets. If you can’t know where you data is stored then you can’t really protect it and you will more than likely be at risk of losing some information and face a massive GDPR related fine.
Second key area is metadata or audit information about collected and stored data. These include the When, Why and What for questions. When the data was collected, why you collected it and what are you going to use it for in the future. If you know the answer to these questions, you should then follow this up with regularly planned audit of your solutions / IT Systems to check if you should continue to store it in the future. It is a good practice to only store information you require to conduct daily business activities and nothing more than you need.
Applying this point on Dynamics 365 CRM would be by ensuring Auditing is switched on for all your Customer entities, mainly Contact and Account entities and other custom entities you might have created for your customers or persons you have relationships with. Auditing can be switched on through the customisation area of Dynamics CRM.
The next key area of focus for businesses preparing for GDPR is the governance and protection of the data including identifying who can access which data and under what circumstances. It also includes putting in place procedures for data access authorisation, apply suitable security roles and limit access to data at a granular level if needed. Microsoft Dynamics 365 has a wide variety of functionality and capability that can allow any business apply these GDPR considerations on their Dynamics Solution. Capabilities include User/Access Team security, Security Roles, Business Units as data containers, Field Level Security Profiles, Auditing, Multiple Forms per entity and many more great functionalities with lots of flexibility to achieve your optimal GDPR governance process.
Finally, the last key area that businesses should give attention to as part of their preparation for GDPR is Monitoring. GDPR stipulates that organisations must have robust procedures for monitoring data access and a strict security measures in an “Always monitoring” mode that immediately alerts relevant parties in case of any data breach. Security procedures and processes should include review of patterns of data access and making sure any irregularities and unexpected behaviour (from a person or a system) are spotted at a very early stage.
With that, I hope I have covered some of the key areas of considerations for organisations preparing for GDPR compliance especially those with Dynamics 365 CRM system. If you need help making your Dynamics 365 solution GDPR compliant and want to know more about Dynamics capabilities and functionality that allows you to achieve that, then please do get in touch via the contact page.
Hope this helps!
Disclaimer: This post like all other posts on my blog, are provided as is with no warranties. Please note that I’m not a GDPR or Data Protection expert but a Dynamics 365 one. All posts on this blog including the GDPR series are provided as is with no warranty and are the product of my research and understanding. Please speak to a legal or regulatory advisor if you need an expert GDPR opinion. However, you can speak to me if you need an expert #MSDyn365 opinion!

Join the Dynamics 365 Insider Programme Executive Briefing events

If you are a Microsoft Dynamics 365 professional working as a consultant for a Microsoft partner or for a Dynamics CRM end user (client), then it is highly recommended for you to join the Insider Programme Executive Briefing event.

You can access them all here:

https://infopedia.eventbuilder.com/index?landingpageid=CMIM6K

The event is confirmed over 3 days. It will cover July 2017 updates coming to Dynamics 365. The Preview Executive Briefing is now confirmed for June 20, 21 & 22.  Sessions will run each day from 8:00am PST through to 11:30am PST which is 4pm to 7:30pm UK Time.

Make sure you attend to hear about the latest and the greatest in the world of Dynamics 365 CRM.

Hope this helps!

 

Join Microsoft Dynamics 365 UK Business Forward event Thursday 22nd June 2017

Microsoft UK is holding an important online event for Dynamics 365 called Microsoft Dynamics 365 Business Forward. The event will be held on Thursday 22nd June 2017 at 10am UK time.

Here is a link to register and join the event:

https://www.microsoft.com/en-gb/dynamics365/business-forward

The event will feature some keynote speakers including Scott Guthrie, Executive Vice President, Microsoft Cloud Globally. It will also feature James Philips and Judson Althoff, both Microsoft VPs as well.

For all Dynamics 365 Professionals in the UK, I think this event is important to attend so make sure you join it online. You could literally have it running in the background while you are delivering your lovely Dynamics 365 Solution! At least, that’s what I do!

Hope this helps!

Introducing Dynamics 365 for Marketing as part of the Dynamics 365 Business Edition Release

Dynamics 365 for Marketing is a new module in the widely anticipated Dynamics 365 Business Edition. This new module is targeting small and medium size businesses looking to implement Dynamics 365 Marketing Capabilities while Enterprise / Large organisations are advised to opt for the Dynamics 365 Adobe Marketing Suite instead.

The Business Edition Marketing module is built on the Dynamics 365 CRM Platform allowing for a number of advanced configuration and customisation features available in the powerful Dynamics CRM platform. Although this is a brand new module (i.e. not an incremental release), it does seem to come with a large number of advanced features that you wouldn’t normally expect from a first release application.

According to the publicly available Dynamics Roadmap, Dynamics 365 for Marketing first release will include the following features:

  • Customer Journey
  • Email Marketing
  • Event Management
  • Lead Management (Generation, Nurturing, Lifecycle, Scoring, Prioritization and Insights )
  • Marketing Analysers with Power BI
  • Marketing Pages
  • Microsoft Dynamics 365 Connector for LinkedIn Lead Gen Forms

You can see full details of each feature at the Dynamics Roadmap here:

https://roadmap.dynamics.com/#edition=1#application=a9ab9157-e42a-e711-810d-3863bb363e80

The Customer Journey feature is about the orchestration of the customer journey to allow marketers to create multi-step, multi-channel marketing campaigns. The feature capabilities according to the Roadmap include:

  • Simple drag and drop design
  • View and edit marketing content in one place
  • Embedded content designers
  • Event driven extensible automation
  • In place insights
  • Easy visualisation of journeys

The Customer Journey feature seem to be built based on the same designer used in Business Rules. Here is a screenshot of how it looks like:

Dynamics 365 for Marketing allows for the creation and managing of Professional Marketing Emails and Email Campaigns. This includes the following features:

  • Simple, no-code drag and drop content designer
  • Many professional email templates ready to reuse
  • Basic and Inbox email previews
  • HTML Editor to edit the entire email content with no restrictions
  • Complete performance results and Insights for emails sent
  • Ability to use data from Dynamics 365 entities in emails, also including custom entities
  • Heatmap, geographical location maps and other advanced visualizations of email results

 

Personally, I’m really looking forward to it. Just not sure I have enough hours in my week to allow me to learn all these new modules and enhancements frequently released into the Microsoft Dynamics 365 platform.

Video of my Talk on Cloud Deployment Considerations @ Microsoft London UK offices

Hi,

I have uploaded a video of my talk at CRM Saturday London back in January at Microsoft UK offices in London. In this session I talked about considerations for implementing Microsoft Dynamics 365 Online versus on-premise and when it is more practical and suitable to choose one over the other.

I hope you like the content!

Video: Introduction to Microsoft Dynamics 365 Business Edition Sales App

The new Dynamics 365 Business Edition is targeting Small and Medium businesses who may not require the complete Dynamics 365 suite and platform functionalities but rather require a smaller smaller business focused capabilities and pre-built business processes that can still be easily configured. It is due to be released soon and there are lots of information available publicly now on the Dynamics Roadmap.

There is a new cleaner interface, simplified step by step guidance for setting up Business Edition but with a number of limitations. These limitations cannot be shared at this point of time. Dynamics Business Edition is also expected to come at a highly competitive price and much lower than enterprise licenses.

//The video has ben removed as it has not been officially announced / advertised by Microsoft yet. I shall re-post it again once it is publicly available.

 

Hope this helps!

New Lead to Cash functionality in Dynamics 365 Business Edition – From the Dynamics Roadmap

Dynamics 365 Roadmap site (http://roadmap.dynamics.com) is giving some snippets on how the new Lead to Cash functionality will work in the new Dynamics 365 Business Edition expected in July 2017. The Dynamics 365 Business Edition is targeting Small and Medium businesses who may not require the complete Dynamics 365 suite and platform functionalities but rather require a smaller smaller business focused capabilities and pre-built business processes that can still be easily configured.

If you are a regular follower of my blog, you will probably get bored from me repeating the importance of following the roadmap site to make sure you are always kept aware of what’s coming up. I repeat this because until today I’m still meeting fairly experience Dynamics Consultants and Architects who have never heard of the Dynamics Roadmap website. Hence, the repetition!

Back to the main subject, the new Lead to Cash functionality seems to be a Dynamics 365 Business Edition only feature. It is designed to allow sellers to follow a more efficient guided business processes taking users all the way from qualifying leads, to create quotes, send invoices and then to close deals.

Microsoft Dynamics Roadmap shared a screenshot of how the new Lead to Cash functionality will look like:

You can see all details on the roadmap page for the Dynamics 365 Business Edition:

https://roadmap.dynamics.com/#edition=1#application=326f31ea-2992-e611-80dc-c4346bac0910#area=

Hope this helps!

 

 

Explore.Dynamics.com Microsoft Dynamics home for Business Transformation Content including Articles & White papers

If you are interested in Business transformation and interesting business growth articles as well as Microsoft Dynamics but haven’t already visited http://explore.dynamics.com then I encourage you to do so soon.

Explore Dynamics came as a nice surprise as it is not widely advertised Dynamics website (or at least I didn’t see it before). It includes a number of business focused articles and whitepapers covering a variety of areas as well as the different components of the Dynamics 365 platform: Sales, Customer Service, Field Service, Project Services Automation, Operations, etc.

You will find a large number of whitepapers and “Flipbooks” (apparently it’s a proper word now). The content is mostly, if not all, business oriented with focus on Business issues, market challenges, future technology trends and research covering a variety of areas including high growth and enhanced services.

I just thought I’ll share it on my blog so my subscribers can hopefully benefit from these white papers in their business transformation programmes.

Hope this helps!

Introducing Microsoft Dynamics 365 Business Edition and its core functionality from the Dynamics Roadmap site

As most of you know, Microsoft has been working hard on releasing the highly anticipated Dynamics 365 Business Edition which targets small and medium businesses who do not require the full functionality of Dynamics 365 Platform.

Personally, I have been really looking forward to this version as quite a few of smaller size clients are eager to opt for this more focused version instead of the full platform. The Dynamics Business Edition will allow Microsoft Partners to target the SMB market more effectively by providing a solution that fits their size and their requirements.

The publicly available Dynamics Roadmap website (http://roadmap.dynamics.com) lists a number of functionalities in the new Dynamics 365 Business Edition. some of the functionalities currently being developed in the Sales Module of the business edition are:

  • Lead to Cash
  • Microsoft Dynamics 365 Connector for LinkedIn Lead Gen Forms
  • Quick Start Wizard
  • Simplified setup of Exchange and SharePoint integration

Over the next few days, I’ll be covering some of these new functionalities in Dynamics 365 Business edition in separate blog posts.

In the meantime, you can get the full details about the Sales module of the Dynamics 365 Business Edition can be found here:

https://roadmap.dynamics.com/#edition=1#application=326f31ea-2992-e611-80dc-c4346bac0910#area=#status=c3ba828c-ae97-e611-80df-c4346baceb68

Hope this helps!