It’s January, and you recognize what which means. Microsoft has introduced its 2022 product roadmap for Dynamics 365. As at all times, we’re going to obtain new options in two wave releases, spaced out six months from one another. For those who don’t have time to learn Wave 1’s 400 pages of launch notes, fret not! We did it for you. On condition that we’re centered on serving to our SMB clients with Microsoft’s Enterprise Central product, these are the brand new options we’re most enthusiastic about.
Improved Groups Integration
Wave 1 provides extra capabilities and strengthen the hyperlink between Enterprise Central and Microsoft Groups in order that enterprise determination makers can act quick and collaborate with different stakeholders with out leaving Microsoft Groups. Customers can carry Enterprise Central pages right into a Groups channel, both pinned as a brand new tab within the Groups channel, or with mini playing cards displaying details about the information shared. Now the cardboard also can:
- Opens the Particulars view, providing you with extra entry to extra insights
- Open the FactBox pane on the facet, to view extra columns of knowledge on the identical time
- Pinned as a brand new tab in Groups
From there a consumer can go on to Enterprise Central to get the total expertise. That is nice for collaboration on buyer, buying, or stock data.
Different enhancements to embedded Microsoft Groups embody Dynamics 365 knowledge integration, AI-suggested contacts, and AI-generated dialog summaries.
Now you can connect paperwork immediately from an outlook message into Enterprise Central paperwork; for instance, signed PO, SO, or different essential data that wants a doc path. The add-in will show an inventory of the attachments to the e-mail and permits the attachments to be moved to Enterprise Central.
Working with Enterprise Central add-in for Outlook permits salespeople and determination makers to take direct motion whereas speaking with clients, simplifying workflows and shortening the educational curve.
Interacting with enterprise companions in Dynamics 365 Enterprise Central
Higher Energy Platform integration
There are lots of new options that make interactions with Dataverse a lot better for Energy BI reporting. Additionally it is simpler to set off a Energy Automate move immediately from Enterprise Central pages, which might save time by automating processes.
That is helpful if you wish to construct Energy Apps or integrations to 3rd occasion platforms, and guarantee protected and scalable rollouts.
This replace makes it potential so as to add extra Energy BI dashboards to a consumer’s House web page for a quicker option to get to the vital enterprise insights, and makes it simpler throughout all ranges of the group:
- Particular person customers: Use pure language and work sharing for straightforward collaboration utilizing OneDrive.
- Groups: Integration with PowerPoint, and new capabilities to the Energy BI expertise in Groups.
- Organizations: Computerized aggregations, knowledge safety capabilities by DLP, and offering improved visibility into exercise to admins.
Enterprise Central makes it simpler to share studies to a number of recipients
Enterprise Central is enhancing the methods customers can entry the cloud-based software. The net consumer is getting new options like sharing hyperlinks, and navigating associated entities with the Peek function to assist customers full enterprise duties rapidly and reliably. For energy customers, the brand new “PWA” app now replaces the legacy desktop app and could be discovered simply from the browser window or within the Home windows retailer making deployment a breeze. The Wave 1 launch helps customers get to productive utilization quicker, with in-app enhancements to assist them get began. Assist pane capabilities have been expanded and there may be simpler navigation in menu, and reporting capabilities have been enhanced with Excel layouts.
Enhancements to Account Schedules
Account Schedules are the primary software for user-defined monetary studies. With this launch there are a number of new options together with:
- Extra print layouts
- Management how the quantity zero is printed (as “0”, “-“, or (clean)). When skipping zero-lines now you can maintain Headers, Start-totals, and Finish-Whole with a purpose to maintain the schedule’s construction legible
- Use G/L account classes because the Totaling filter for columns, and outline whether or not to cover columns that don’t include content material
- Present extra columns to help viewing budgets
- Export/import account schedules to or from information
- Headings at the moment are saved when printing to maintain the construction of the account schedule.
Picture credit score: Microsoft
Use Excel to design layouts for studies
Customers can now create and edit report layouts in Excel and use Excel options like sliders, diagrams, charts, and pivot tables. The format could be saved again as a customized format in BC for future use. This makes it a lot simpler for enterprise customers to share knowledge and get insights for enterprise planning and figuring out new development alternatives.
Guided Excursions for personalization
Personalization is a superb function in Enterprise Central, permitting customers to have a customized view of their position heart to seek out data extra simply. The brand new launch offers a guided tour for customers to assist them get across the position heart capabilities extra rapidly, powered by a brand new and trendy Assist pane, just like the expertise in different Microsoft choices. The result’s rushing up onboarding of recent or rare customers.
Extra accomplice help options
There may be extra telemetry knowledge accessible for companions to troubleshoot consumer points, akin to marking up wealthy textual content within the instructing suggestions to offer even clearer descriptions to customers. Whereas this isn’t essentially an thrilling function for finish customers, however it should certainly make supporting clients simpler. A later launch wave may even present the potential to attach content material to the Assist pane by a search index, in the identical means as Microsoft connects docs to the Assist pane.
These are simply a number of the new capabilities coming our means within the newest replace to Dynamics 365 Enterprise Central. The 2022 Wave 1 releases begin to roll out from April 1, 2022. For extra details about what these updates imply for your small business, contact us!