While this year has seen Brexit, Trump, May, North Korea and Grenfell Tower all hit the headlines for disastrous reasons, Dynamics 365, on the other hand, has had a landmark year.
At a quick glance, here are some of the key things to take away from 2017:
In July, Dynamics 365 version 9 made the news teasing us with LinkedIn integration, new UI and tons of new features. Version 9 is now available for new customers and existing customers will shortly have the ability to upgrade. Look back on our review of the new features for more information http://www.cloud9insight.com/featured_articles/dynamics-365-update-v9/
UK Data Centres
In the Spring, Microsoft announced Dynamics 365 would join other Microsoft solutions in it’s UK Data Centres https://news.microsoft.com/en-gb/2017/05/04/microsoft-expands-uk-cloud-offering-with-dynamics-365-launch/. This was groundbreaking for public sector organisations and those with strict data residency requirements.
Power BI is on the rise, providing business perspective on business performance through data visualisations from Dynamics 365 data – it has already become the must-have analytical tool. The aim is to improve reporting processes with Power BI as well as sharing insights and real-time results. http://www.cloud9insight.com/blogs/dynamics-know-power-bi/
Flow is a service that was designed by Microsoft to allow users with no coding experience to create automated workflows between different applications. Since our introduction in June, the Applications available have grown from 140 to almost 200! These automated workflows or ‘Flow Apps’ opens the door to unlimited automatons and integrations. http://www.cloud9insight.com/latest-news/dynamics-know-microsoft-flow/
Microsoft Dynamics 365 for Financials and Operations
Perhaps the biggest news of the year, bridging the gap between CRM and ERP, our clients were excited by the prospect of a common data service and removing the need for integrations into Sage50, Xero or other Financial software.
Financials, born from Microsoft Dynamics NAV, the market-leading ERP solution, offers a cloud-based Financials package for small businesses. Cloud9 was one of the ‘early-adopter’ partners, offering one of the first demos back in May https://www.youtube.com/watch?v=M9EBRUc-hkY
Since then, the uptake has been fantastic with customers enjoying the Office365 integrations and ease of remote access to their critical financial data.
Microsoft chose to re-think their Business Edition strategy in favour of the upcoming code-name ‘Dynamics 365 Tenerife.’ Much more of this in 2018 however, for now, we are excited for NAV 2018 in the Cloud due to land in the Spring!
This will provide both SMBs and Enterprise businesses with a full end-to-end CRMxERP solution on a single data model.
And this is perhaps the one to be most aware of. Although the new GDPR proposal was announced in 2012, 2017 saw many businesses start to ready themselves for the upcoming regulation changes which will be enforced from the 25th of May 2018.
Cloud9 co-hosted a hugely successful event ‘Prepared for GDPR or Leaving it to chance?’ in November, introducing local businesses to the key areas of the regulation and offering insight into what they can do to be compliant. Due to popular demand, we are re-running the event in January – https://www.businessdoctors.co.uk/event/753/prepared-for-gdpr-or-leaving-it-to-chance
Microsoft has made a number of contractual commitments as a Data Processor – but you as a Data Controller and your Data Subjects also have requirements to adhere to. One of our most popular posts of the year was our double-opt in blog, offering best practice advice on consent gathering and management.
Dynamics 365 App for Outlook
After it’s initial preview release, Microsoft revealed the previous Outlook plug-in would cease to exist and be replaced by the Dynamics 365 App for Outlook
In addition to the tracking and contact record creation, the new app allows you to create new activity records from within outlook, import templates, sales literature and articles from CRM with one click.
See our intro video below
Microsoft Teams is a platform for collaboration that allows users to create new Teams for working together on a project or functional area, such as a client project, sales bid, on-going confidential HR or finance.
Teams is our clients favourite App of 2017 and with the 2nd release allowing external sharing and Teams, we’re excited to see what 2018 holds for yet another free App from your Dynamics 365 subscription.
Looking forward to 2018? Our prediction is that ‘Dynamics 365 for Tenerife’ released in Madrid at Directions will be the biggest news story of 2018. Watch this space.
If you’d like to explore Dynamics 365 and any of the above news stories, give us a call on +44 1273 921 510 or emails us