Simply Dynamics

Microsoft Dynamics 365 Highlights

Welcome to the Simply Dynamics Quarterly Newsletter where we share some of the key Highlights for Microsoft Dynamics 365 Solutions, Partner Announcements, Industry Updates, Customer Success Stories, hints, tips & best practice to ensure you get the best ROI from your Dynamics 365 Investments.

Browse the topics below and if there are particular Interest areas you would like to hear about, let us know and we will endeavour to cover in future Highlights.

Optimse Your Microsoft Dynamics 365 Experience...

Dynamics 365 Business Central Wave 2 Release Updates - October 2021

Dynamics 365 Release Wave 2 (October 2021 - March 2022)

The Microsoft 2021 release wave 2 plan covers all new functionalities planned to be delivered to market from October to March 2022. Below is the latest product overview from Microsoft on what's new for Dynamics 365 Release Wave2 2021

Dynamics 365 Release Wave2 2021 - Dynamics 365 Business Central:

Dynamics 365 Business Central is a comprehensive business application solution that is designed and optimized for small and midsized organisations. For 2021 release wave 2, Business Central investments centre on helping users get to productive usage faster, whether they are new or existing customers. We expand the built-in tours to cover more standard entities for better onboarding of additional business roles. We continue our Better with Microsoft 365 investment by bringing further capabilities to the Business Central and Teams experience. Finally, and not least, we continue our rapid expansion to more countries and regions. In 2021 release wave 1, Business Central added 13 new countries and regions. In Dynamics 365 Business Central Release Wave 2, we expect to announce availability in more than 10 more countries and regions.

Some examples of the Microsoft investments in various areas:

Administration - In 2021 release wave 2, Business Central delivers new capabilities to simplify and improve the way our partners administer tenants. Administrators enjoy new experiences for managing licenses and permissions.

Application - For Business Central 2021 release wave 2, we have reviewed the most popular requests for improvement. We'll invest in better reporting, better management of dimensions, and several improvements to the supply chain area.

Better with Microsoft 365 - In Business Central 2021 release wave 2, we invest in better integration with Excel. We also further improve support for collaborative business processes in Teams so that you can bring Business Central pages into a Teams channel.

Country and regional - Expansion to more countries is achieved through partner-led localization. Our partners create the relevant localization apps that are published to AppSource. In combination with the built-in language offerings, Dynamics 365 Business Central is then available to serve customers in 50+ countries World-wide.

Development - Continue our investments in a rich spectrum of extensibility tooling capabilities for developers, including making the AL language even stronger, that provide developers with a great experience.

Governance and administration - The 2021 release wave plan 2 delivers a set of admin and governance capabilities that are designed to help administrators and IT professionals set up, secure, manage, govern, and monitor customer environments.

Microsoft Power Platform - With Business Central 2021 release wave 2, we improve the integration with Microsoft Dataverse. We also enhance the integration with the Microsoft Power Platform with support for workspaces in Power BI.

Modern Clients - Business Central offers an extensive portfolio of clients so that users can achieve more at their desks, at home, or on the go. With users across a diverse range of business roles and proficiency levels, and with local and accessibility needs, we are committed to make sure that the user interface is both intuitive to start with and powerful when needed.

Service and platform - No matter the industry type of a small or medium-sized business (SMB), business users expect a dependable service and platform that they can run their business on.

Get the most out of Dynamics 365 Business Central 2021 Release Wave 2

To learn more about the entire set of capabilities being delivered during this release wave 2, check out the Release Overview Guide for all your release plans & updates for Dynamics 365...

Tip of the Day!

Download the release overview guide and share with your team as you plan to onboard the new capabilities included in this release wave.

Allow your external Accountant free of charge access to your Business Central...

How to grant external Accountant access with Dynamics 365 Business Central

About the External Accountant license

As Companies will often hire Accountants as vendors, rather than full-time employees and to give the Accountant access to the information they need, you can assign them access as an external accountant.

Within Business Central there is a licence specifically for External Users and including an Accountant license. As many company’s use external accountant’s to manage their financial reporting and audits, you can invite and grant them access to your Business Central so they can work directly with you on your financial data. Once your accountant has gained access to your Business Central, they can use the Accountant Role Centre that gives easy access to the most relevant areas for their work.

This means that you do not have to buy an extra seat in your current Active Directory or use one of your existing Business Central user accounts on your external accountant.

For example, if your current Office 365 subscription bundle includes 10 users for Dynamcic 365 Business Central, and you are currently using your 10 Full User licenses - your Administrator can easily add your external Accountant as a Guest User in the Azure portal and assign this Guest User the External Accountant license, and at no additional cost! However, you can only have one user with the External Accountant license.

Watch this brief video to set up a User as an External Accountant and give them safe & secure access to your Business Central. Watch Video

How to transform your business with Dynamics 365 Marketing Automation

Simply Dynamics continue to expand their Dynamics 365 CRM Portfolio with the launch of Dynamics 365 Marketing Automation.

Dynamics 365 Marketing Automation - Overview:

Dynamics 365 Marketing is a marketing automation application that helps turn prospects into business relationships. The app is easy to use, works seamlessly with Dynamics 365 Sales, and has built-in business intelligence. Use Dynamics 365 Marketing to:

Included with Dynamics 365 Marketing:

Dynamics 365 Marketing includes a bundle of apps and solutions carefully selected to support marketing departments and coordinate with sales. Some of these apps and solutions are also available as bundles or add-ons with other Dynamics 365 products, while others are only available as part of the Marketing package. The following are included:

All these features are fully integrated and work together to create a comprehensive marketing solution.

A fully responsive app built on the Dynamics 365 Unified Interface

Marketing is built to run exclusively on the Unified Interface for Dynamics 365 applications. The Unified Interface uses responsive web design principles to provide an optimal viewing and interaction experience on any device, regardless of screen size or orientation. There is no need to install a special client on each device, or to switch to a different site based on which device you are using.

Many Dynamics 365 applications support both the new Unified Interface and the older web-client interface, but nearly all are moving to the Unified Interface. Some administration and customization features, and some integrated user features, may require you to switch to a web-client app from time to time, but soon all features are expected to be available on the Unified Interface.

For further information on Dynamics 365 Marketing Automation

 Digital Transformation with Dynamics 365 Sales 

Microsoft are continually investing in R&D to meet customer demands and the latest release of Dynamics 365 Sales will help your Sales Team to enhance Sales performance & grow revenue with Digital Selling Automation enabled by Dynamics 365 Sales.

Dynamics 365 Release Wave2 2021 - Dynamics 365 Sales:

Dynamics 365 Sales is the market-leading sales application that empowers every organisation to sell more by understanding their customers and the way they want to buy - powered by data, intelligence, and experiences that people love. Dynamics 365 Sales is centered on the customer relationship. It helps organizations understand customer needs and drives more relevant and authentic engagements, enabling sellers to sell more efficiently.

COVID-19 has accelerated the move to all things digital and changed expectations for how customers want to interact with sellers and companies they do business with. The role of the seller is evolving - Customers expect sellers to know them and help them make decisions that will be in their best interest. To achieve this, sellers need to know everything there is to know about the customer, have contextually relevant conversations, and deliver value in every interaction. For this release, we have focused on enabling the seller to do just that. Sellers will be able to harness the power of data and intelligence that will help them before, during, and after each interaction. Sellers will focus on the highest priority activities and will collaborate using Teams from within Dynamics 365 to accelerate their pipeline. Our goal is to help the seller close more deals, faster, while being as productive as possible.

The key focus areas for the Dynamics 365 Sales release wave 2 updates are:

Be productive from wherever you are with new integrations between Microsoft Teams and Dynamics 365 - To further enable sellers to be productive from wherever they are, we're adding updates so you can access and update Dynamics 365 records from inside Teams chats and channels, and also providing a new integrated experience inside Microsoft Teams to access critical information about your leads and opportunities right from inside your Teams meetings. Teams chat within Dynamics 365 will also be available, along with enhancements to add stakeholders and send automated chat notifications to Teams users.

Collaborate better with improvements to Microsoft Teams calling with Dynamics 365 - More third-party telephony support and critical business insights will be available for any type of call. Embedded Microsoft Teams collaboration and Teams message extensions and actions will be generally available and will include some enhancements to suggested contacts and the overall experience. You'll also be able to access sales records from within Teams meetings and have automated notifications from Dynamics 365 to Teams. Lastly, there will be enhancements to setup and security of the Dynamics 365 app for Teams.

Let Dynamics 365 do the heavy lifting with improved intelligence, productivity tools, and forecasting updates - Account-based Who knows whom will be released in this wave. For forecasting, enhanced capabilities will be available such as sharing and viewing a specific forecast, attribute insights for driving predictive scoring model clarity, more admin controls for managing and deploying forecasts, and support for new forecast views and yearly and weekly forecasts.

Guided selling gets a boost with Sales Accelerator enhancements and data hygiene - We're enhancing lead generation and nurturing capabilities for improved guided selling. In addition, we'll be making updates to sequences, including LinkedIn actions and preconfigured templates, automated lead routing, and seller and manager KPIs and dashboards.

Enhance the mobile experience for sellers on the go - Enhancements will be made to the mobile experience, so you never miss a detail in your customer engagements, go prepared to customer engagements, find, interact, and create CRM information easily, and log and share information effortlessly.

Get the most out of Dynamics 365 Sales 2021 Release Wave 2 (October 2021)

To learn more about the entire set of capabilities being delivered during this release wave 2 for Dynamics 365 Sales Learn more about What's new and planned

If you would like to hear more about how Simply Dynamics are helping their Customers Success Stories - enabled by Microsoft Dynamics 365 Solutions & Services

Contact Aileen Aherne @ Simply Dynamics Now
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