Many people in the industry would be surprised that we believe that not only is Dynamics 365 suitable for the SME/SMC/SMB market but that we believe that it is a vital part of a growing businesses’ sales productivity tool box.
In fact 5 years ago we launched our original Springboard solution as an OOB solution focussed on the SMB/C/E market and this caused such interest at the time that our CEO Ian Bourne was invited to speak to a Microsoft audience in Seattle.
Times have moved on since then and we took the opportunity to speak about the hows, whats and whys of that in our recent Cloud 2020 Insight recording. In the link below you can hear Ian and Wendy chat about how SMEs need to look again at Dynamics 365 Sales and also hear how we have exciting news about our next product launch especially for this market next week!
As always we would love to hear your ideas and opinions about this. Feel free to drop us an email on firstname.lastname@example.org or to reach out to Ian or Wendy on Linked in or Twitter.
It’s been quite a year for all of us here at Cloud 2020 and we are certain that it has been for you too. It has had some very good moments however, and Ian and Wendy touch on these in the latest edition of 2020 Insights which you can find here.
We would like to take this opportunity to say thank you to all our Customers and Partners who have helped to make 2020 positive in however small a way. We really did feel your support and companionship during this extraordinary year.
We are looking forward to engaging with you all again in 2021, but in the meantime we hope you and your families can savour some of the peace and joy of the festive season in whatever way you choose to celebrate.
You may have noticed that a new Team Member Licence SKU was launched in October 2018.
What sets this licence apart from the previous version was the removal of the crucial Create/Update/Delete usage rights for any Accounts records in your Dynamics solution and the restriction of these rights on other entities to a maximum of 15 custom entities. This means that a person with a Teams Licence can no longer do anything other than view Accounts records.
You may have purchased this new SKU already but not noticed any changes to any functionality as to date these restrictions, while they have been in place, have not been enforced.
This is all set to change with the introduction in new Team Member App modules which were shared in the 2020 release wave 1 plan From 01/04/20 users licenced with Teams licences will have to use the new, restricted app modules and not be able to see Sales Hub or Customer Service Hub apps.
What does it mean for me?
Here’s a brief illustration of the way these changes will impact users with Team Member licences:
- Licence Enforcement – licence-based access will restrict Team
Member users to the new app modules for the following:
- Customer Service Team Member
- Sales Team Member
- Project Resource Hub.
- Sales Team Member App Module – Users licenced
by a Sales Team Member licence will access Dynamics 365 via a new module
for Team Member licences that will allow the following:
- viewing customer details,
- viewing leads/opportunities on a customer record,
- creating/viewing activities for customer record,
- on related leads
- Customer Service Team Member App Module – Customer Service Team Member users will access Dynamics 365 via a new app module specifically for their user type. This will enable access restricted to the Team Member usage rights for:
- creating cases,
- reading/updating the user’s own cases
- searching/viewing knowledge articles
What should I do now?
- Log into your Power Platform Admin Centre to view the Reports being made available which will highlight instances where a usage is out of compliance with use rights.
What should I make sure I do before 01/04/20?
- Check in with the features available for early access here
- Ask your solution administrators to preview the impact of these changes by enabling the new Team Member Security roles within your environments so that the impact of these changes for end users can be assessed,
- Review your Dynamics 365 or Power Platform licencing requirements with these changes in mind.
What if I need more help?
Call us on 01453 796182, or email us at email@example.com, we’d be happy help you plan for these changes.
Wendy Clifford is a Business Consultant with Cloud 2020 and is a non-techie techie fascinated by the positive changes a Dynamics 365 and Power Platform solution can bring to businesses like yours.
You can follow her on twitter @wendyjclifford
New in 2020 the Unified Interface for
The way you access your Dynamics 365 solution has been given an overhaul by Microsoft. From September 2019 the web client you are currently using will be deprecated and from 01/10/2020 will no longer be available.
The Unified Interface has been built using responsive web design which allows ease of viewing on any type of device from large screen to mobile phone. You will have seen this effect on most websites that you view via your smart phone or tablet – in fact those websites that have not been built this way now stand out as difficult to navigate.
Why the change?
- Microsoft is keen to ensure that users have a consistent experience of using Dynamics 365 regardless of the device and screen it is being viewed on.
- Apps are changing the way we work with data and Dynamics is no exception to this. Apps allow diverse modules to be connected and quickly deployed and shared. They don’t need to be developed or maintained as separate forms for different kinds and sizes of device
- Regardless of how you access Dynamics 365, be it via desktop/laptop, mobile or Outlook, your experience will be the same, and that’s a plus!
What do we need to do now?
- Microsoft will have sent a notice of your transition date to the Power Apps Admin Centre and you should check this out. If you don’t already have a Dynamics 365 Partner we would suggest contacting one in plenty of time to make sure that all your customisations and integrations will continue to work.
- You could take this opportunity to refresh your Dynamics 365 solution.
- There are also extended capabilities that you might want to take advantage of in the new UI
You may find this UI playbook from Microsoft useful in preparing for the transition
Will my customisations still work?
Dynamics 365 uses the PowerApps Component Framework which enables new ways of creating. visualisations for entering data. This framework can then be used to design, build and deploy custom functionality in both Dynamics 365 apps and model-driven apps. That being said, you should really have a Dynamics 365 partner check this out before the transition date is upon you.
What else is new?
There are loads of new cool features in the Unified Interface.
- Interactive dashboards
- Visual filters to allow users to easily drill down to create views of the data they want to see.
- Embedded Power BI dashboards can be accessed within Dynamics 365 and viewed on your phone
- Easy docking and pinning of process flows so you can navigate to other areas without losing your place
- Form tabs on Accounts and Contacts allowing easy access to related items such as documents or other data in Dynamics 365
- Many features that reduce clicks and increase speed of access to the information most relevant to you.
- New timeline that reduces the ‘noise’ of activity allows filtering and choice of what to see
There more improvements to come but what is most important to note is that Microsoft aims to make the Unified Interface the only client interface for all Dynamics 365 apps from v9.0 onwards
What should I do next?
Planning the transition of your Dynamics 365 solution to the new UI may seem like a daunting process, however many businesses will find it comparatively straight forward with obvious benefits from the beginning if they have the right Partner to show them the way.
If you don’t currently have a Dynamics 365 Partner then Cloud 2020 would be happy to help you make this an easy and rewarding transition.
If you would like to discuss this with us please don’t hesitate to contact us on 01453 796182 or by emailing either Wendy Clifford or Ian Bourne at firstname.lastname@example.org
Wendy Clifford is a Business Consultant with Cloud 2020 and is a non-techie techie fascinated by the positive changes a Dynamics 365 solution can bring to businesses.
You can follow her on twitter @wendyjclifford
About Cloud 2020
We’re Dynamics 365 enthusiasts that recognise that whilst technology can streamline processes and provide business insights, it is nothing without an understanding of your business goals and ambitions. We stay on top of the latest information from Microsoft and selected third party providers to provide you with a solution that makes sense to you and your employees. That’s why most of our clients come to us via word of mouth or our partner channel.