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Dynamics 365: 2020 Release Wave 2, Proactive/Guided Digital Selling,…
Dynamics 365: 2020 Release Wave 2
Dynamics 365 Marketing
Use natural language to create targeted segments
In-place editing of email and forms
Create engaging, customized emails faster
Create and mange content-rich social media posts and easily monitor performance
Build customer journeys more efficiently using the new canvas experience
Run webinars and meetings using direct integration with MS Teams
Collect data from form submissions more easily with expanded entity options
Use continuous updating, multidata source segments from Customer Insights in marketing campaigns
Sales
Dynamics 365 Sales
Forecasting and gamification
Gamification admin experience now available in Unfied Interface
Enterprise-grade, fully customizable forecast
Usability improvements to streamline the user experience
Support for Dynamics 365 Assistant, ad-hoc reporting, and programmatic upload of quotas
New Dynamics 365 Sales Mobile Experience
Easily complete common tasks on the go, with improved search, lists, and forms
Find customer information easily
Get started quickly with a standalone sales app
Quote to cash
Enhanced experience for adding product lines
Usability Enhancements
Get improved data management experience with simplified duplicate detection and merge capabilities
Bemore productive with new capabilities for the enhanced email experience
Simplify your document workflows with enhanced PDF capabilities
Dynamics 365 Sales Insights
Advanced forecasting and pipeline intelligence
Enhanced predictive forecasting and deal flow experience
Improved snapshot experience
Modified infrastructure for scoring leads and opportunities
Redesigned predictive score experience
Conversation intelligence
Easily onboard with out-of-the-box functionality and integrations
Holistic customer view in one place
Relationship intelligence
Streamline data capture with auto capture
Sales accelerator
Automatically perform activities on a seller's behalf
Boost productivity with an intelligent and organized work list
Enable automatic intelligent assignment for leads and opportunities
Enable organizations to connect with their customers across digital messaging channels
Encourage sellers to reach their sales quota and improve performance
Provide sellers with conversation insights right where they conduct their daily business
Provide sellers with more granular control over a sequence
Streamline the sales admin experience
Zero-click sequence assignment
Dynamics 365 Product Visualize
3D animation
Improve the renderding quality and performance
Service
Dynamics 365 Customer Service
Customer Service
Embedded analytics for customer service managers
Historical topic clustering for all channels
Knowledge search historical analytics
Rich text control with embedded images
IoT alert measures and service history
Activity monitoring for automatically created records
Agent suggestions for knowledge
Agent suggestions for similar cases
Configuration experience for timeline in the new form designer
Create and configure device properties
Customer Service workspace - new multisession app
Enable silent, seamless migration from legacy to Unified Interface service scheduing experience
Enhanced knowledge articles editing and view experience
Familiar, modern email template experience for agents and administrators
Insert knowledge articles into an email
Intuitive email file attachment experience for agents
Main form dialog editing experience for Queue item
New forms and dashboards for Customer Service Hub app
Usability enhancements for timeline
Omnichannel for Customer Service
Persistent messaging for chat
Embedding chat in mobile experiences
Outbound messaging
Post-conversation surveys using Dynamics 365 Customer Voice
Real-time language translation of messages
Agent personalization of quick replies
Agent personalization of sound notifications
Agent suggestions for cases similar to the conversation
Agent suggestions for knowledge articles
App profile manager for multisession apps
Native voice channel
Dynamics 365 Customer Service Insights
Embedded analytics for customer service managers
Historical topic clustering for all channel
Knowledge search historical analytics
Improve topic generation by excluding unnecessary phrases
Agent suggestions for knowledge
Agent suggestions for similar cases
Real-time language translation of messages
Dynamics 365 Field Service
Insights
Work order completion surveys with Microsoft Forms Pro
Dashboard for key field service metrics
Work order metrics
Proactive service delivery
Using Power Automate for Field Service workflow
Integration with Dynamics 365 Supply chain Management
Asset hierarchy and location on work order enhancements
Create and configure asset properties
Usability improvement Field Service subgrids as a dialog
Create work orders for any asset regardless of account
Scheduling
Embedded optimizer within schedule board
Predictive work duration
Enhanced skills-based matching in resource scheduling optimization
Predictive technician travel time
Travel outside of working hours
Enhanced work hours calendar for requirements
Technician success
Technician locator
Connected Field Service on Dynamics 365 Field Service mobile app
Dynamics 365 Field Service mobile app updates for field technician efficiency
Field Service inspections
Technician time tracking on Dynamics 365 Field Service mobile app
Usability improvements for the field technician booking form
Calendar view for booking work orders
Dynamics 365 Remote Assist
Knowledge & service insights
Create and manage organizational asset records
Remote Assist calls dashboard
Surveys & walkthroughs
Automate asset-related processes with Power Automate
Capture and visualize asset information with spatial markup
Prepare your workspace with service-related documentation
Make group calls on Remote Assist mobile
Spatial tracking experience improvements
Service & repairs
Use Remote Assist on mobile devices without augmented reality support
Enabling calls between Remote Assist mobile users
Improved annotation placement experience
Enable customer or vendor to join one-time call
Updates to the annotation placement algorithm
Finance and Operations
Dynamics 365 Finance
Core financials
Add date option for generating the accrued purchases excluding the sales tax report
Financials embedded Power BI is enhanced and renamed
Notification of related prepayment invoices marked for settlement
Trial balance report with transactional detail and unposted GL transactions
Update the invoice quantities to match product receipt quantities in workflow
Cash flow forecast calculation - enhanced scheduling (via process automation)
Asset leasing
Automatic collection task creation
Touchless email reminders to customer
Vendor invoice automation
Submit imported vendor invoices to workflow
Tracking imported invoice amount and imported sales tax amount
Tracking the invoice received date
Automation history for vendor invoices
Resume automated processing for multiple invoices
Prevalidate vendor invoice posting
Finance Insights
Customer payment predictions
External data for cash flow forecasting
Forecast bank balance
Intelligent budget proposal
Treasure workspace
Globalization
Regulatory Configuration Service
Regulatory Configuration Service - Global repository for simplified configuration management
Regulatory configuration service - Expanded regional coverage France
Regulatory Configuration Service - Simplified globalization feature management for globalization services
Extended Finnish location - Finvoice 3.0
Invoicing VAT directives on project invoices
Invoicing: Advanced notes management
Configurable business documents conversion to PDF
Configurable business documents direct printing
Barcode generation data source for configurable business documents
Country/region expansion
Bahrain
Hong Kong SAR
Kuwait
Oman
Qatar
Electronic reporting - Legal entity-specific parameters enhancements
Improvements in unit price and cost price handling in stock transfer orders for India
Public sector
Delegation of multiple purchasing work items
Associate 1099 default value to Main account
Vendor details to bridged transactions and check forms
Restrict ability to edit accounting distribution on vendor invoices
Dynamics 365 Supply Chain Management
Costing
Enhanced cost allocation
Inventory management
Enterprise-scale inventory performance improvements and archiving
Manufacturing
Enter serial numbers while reporting as finished from the job card device
New user experience for production floor execution
Planning
Planning optimization enhancements
Planning optimization support for materials requirements planning (MRP)
Product information management
New inventory dimensions for product version tracking and enhanced extensibility
Trade and source
Vendor RFQ search by procurement category
Default RFQ reply fields for vendor bidding
Approve and save vendor-submitted bank details
Vendor-submitted certifications
Preserve vendor bid data for amended RFQs
Vendors can request approval for procurement categories
Landed cost and inboud transportation management
Warehouse and transportation management
Confirm outbound shipments from batch jobs
Order-committed reservation based on license plates
Outbound workload visualization
Work pick line overview
Work policy enhancements for inboud work
Create and process transfer orders from the warehouse app
Process warehouse app events
Manual sales line picking
Finance and Operations cross-app capabilities
Cross-app features
Lifecycle Services support experience
New grid control -GA
New task recorder capabilities
Saved views - GA
Upgrade three jQuery components libraries
Enable a drop-down list on multiline controls
New HTML editor control
Grouping with subtotals in grids - GA
Data and process integration
Finance and Operations data in Azure Data Lake available in all Azure regions and to all customers
Finance and Operations data in CDS - Phase 3
Dynamics 365 Project Operations
View grant information on the project invoice proposal list pages
Create project invoice proposals by funding source from the periodic area
New Invoice summary page available from Project invoice proposals and Project invoices list pages
Public sector - Project invoice proposal selection parameter by funding source
Upgrade from Dynamics 365 Project Service Automation to Dynamics 365 Project Operations
Dynamics 365 Guides
Create guides that support non-linear (branching) workflows
Extend analytics capabilities with new time-tracking entities
Copy Dynamics 365 Guides content from one Common Data Service instance to another
Activate a trigger when an operator’s hand enters the trigger area
Use a trigger to branch to a specific step
Support for Government Community Cloud
Copy and paste the position orientation, and scale of a 3D model
Dynamics 365 Human Resources
Benefies management
Benefits management CDS entities
Benefits management workspace
Benefits notifications
Employee and manager self-service
Employee leave and absence experience in MS Teams
Custom links in manager self-service
Manager access to employee attachments
General
Automated address validation
Integrations and extensibility
Integration with Linkedin Talen Hub
Expand Dynamics 365 HR core data in CDS
Enable simplified integration with recruiting providers
Enhanced candidate profile inpersonnel management
Manager can submit a recruiting request for open positions
Azure AD integration
Enable simplified integration with payroll providers (phase 1)
Leave and absence
Provide additional insight into leave balances
Cross-company view of employee leave for managers
Leave and absence workflow experience enhancements
Approved leave integrated with Outlook calendar
Organization and personnel management
Organization and Personnel management workflow experience enhancements
Performance management
Performance entities in CDS
Reporting and analytics
Create customized reports
Commerce
Dynamics 365 Commerce
E-commerce
Experimentation in Dynamics 365 Commerce
Abandoned cart capabilities for e-commerce
Site builder WYSIWYG improvements
Gift card purchase in e-commerce
New out-of-the-box commerce modules for e-commerce
Globalization
Commerce localization for Brazil
Industry excellence
Ability to skip Change due dialog in POS when no change is due
Consistency in payments management across retail channels
Review function in POS inventory operations
Improvements for facilitating different types of order pickups for a store location
Omnichannel excellence
Shop similar looks
Dynamics 365 Commerce app marketplace
Extensibility to support incremental capture during back office invoicing
PayPal payments connector
Support for adding items to purchase orders during receiving in POS
Support serial number registration on outbound transfer order shipments from POS
Dynamics 365 Commerce integration with Bing for Commerce
Support for closing lines in purchase orders during receiving in POS
Dynamics 365 Connected Store
Better together with Dynamics 365 Commerce
Product placements and promotions
Front-line worker task assignment and tracing with MS Teams
Messaging for front-line workers
Notifications with content for front-line workers
Push notifications for front-line workers
Task management for front-line workers
Integrated workflows with Power Platform
Trigger Power Automate workflows based on alerts
Intelligent Command Center
Notifications and alerts in the Command Center
Rules-based triggers in the Command Center
Store analytics
Customer product interactions
Store insights solutions
Anomaly detection
Customer acquisition funnel
Inventory recommendations
Shift management recommendations
Dynamics 365 Fraud Protection
Customize and expand transaction acceptance booster
Better together with Dynamics 365 Commerce
Loss prevention scale motion
Manual review capability
Dynamics 365 Business Central
Administration
Deprecation of the legacy Dynamics NAV Help Server component
Improved overview and management of the available database and file capacity
Service-to-service authentication for Automation APIs
SUpport for an unlimited number of production and sandbox environments
Manage irreversible features
Database access intent changed to read-only for frequently used reports
Speed up low-level code calculations
Disable Integration Records and Integration Management
Schedule data update of application features enabled through Feature Management
Application
Business Central Company Hub
VAT group reporting|
Default unit cost for non-inventory items
Track packages from more types of sales documents
Consolidation file format support for Dynamics 365 Finance
Auto-resolve CDS conflicts
Check financial journals in background
Improved control over how and when you post WIP entries for jobs to the general ledger
Notify users of high-risk changes in selected setup fields
Write longer item references
Use the copy journal function on Posted General Journals and control date for reversing entries in Recurring General Journals
Use Word document layouts to customize outgoing customer documents
Easier to choose the right Role Center
Remove coupling of reocrds integrated with CDS in bulk
Restore synchronization defaults for CDS integration for selected Integration Table Mapping
Use contact Mobile Phone Number and Email consistently across application
Use conversion templates to convert contacts to vendors and employees
Define retention policies
Use recurring journals to allocate balances by dimensions values
Enhanced email capabilities
Bank reconciliation improvements
Better with Microsoft 365
Authentication changes for deploying Outlook Add-in
Business Central in MS Teams
Country and regional
Expanded country and regional availability
MS Power Platform
Integrate BC and CDS with fewer synchronization conflicts
Support for latest Dynamics 365 SDK
CDS virtual entities
Migrations to Business Central online
Continued enhancements for migrating from Dynamics 365 GP to Business Central
Historical data migration from Dynamics GP to Azure Data Lake
Migrate from Business Central 14.x on-premises to Business Central 16.x online
Migrate from Business Central 15.x on-premises to Business Central 16.x online
Modern clients
Updates to page styling
Changes to the action bar in lookup dialog boxes|
Improved accessibility for low-vision users
Page Inspector supports temporary tables
Pages with FactBoxes are more responsive
Report request page can open multiple previews
Update the navigation experience terminology to improve usability
Role Centers open faster
Access multiple production or sandbox environments from the mobile apps
Modern development tools
AppSource apps can store their secrets in Azure Key Vault
Code documentation comments
Code region complier directive
Delete extension data
Obsolete implicit and explicit use of 'with'
Surpress AL warnings
Business Central Performance Toolkit
Seamless service
Ability for developers and end users to override the system setting for maximum time a report can run
Data audit system fields are added to every table
Log of admin operations in the Business Central admin center
On-demand joining of companion tables
Attach to user session when debugging in sandbox
Debug extension installation and upgrade code
Developers can emit telemetry to Application Insights from AL code
Extension publishers can get telemetry in Azure Application Insights
Signal about long-running AL execution added to Application Insights telemetry for partners
Signal from outgoing web service requests added to Application Insights telemetry for partners
Signal from web service key authentication added to Application Insights telemetry for partners
Support for additional Azure AD roles for the customer admins to access Business Central admin center
Renaming environments in the Business Central admin center
Restoring environments to a point in time in the past
Customer Data Platform
Dynamics 365 Customer Insights
Activities
Activity timeline improvements
B2B
Insights and unified profiles for accounts and contacts
Data unification
Data unification improvements
Extensibility
Additional third-party export destinations
Intelligence
Additional predictions
Measures
Measure enhancements
Relationships
Improvements to relationship management
Segments
Segment enhancements
System administration
System administration enhancements
Dynamics 365 Product Insights
Industry Accelerators
Nonprofit
Humanitarian logistics
Volunteer management
Disaster relief, disaster preparedness, and field services
Media and communications
Event management and attendee analytics
Manufacturing
Manufacturing sales
Healthcare
Home health
Care coordination
Life sciences workloads
Revenue cycle and talent management
Financial services
Mortgage and lending
Wealth management
Education
Higher education tele-advising
K-12 admissions
Automotive
Dynamics 365 Customer Voice
Collect feedback
Multichannel survey distribution
Send a survey to Dynamics 365 Marketing lists
Insights and follow-up
Close the feedback loop through alerting and follow-up management
Customer Insights integration
Simplified survey authoring
Support for group ownership
Proactive/Guided Digital Selling
Understand Your Customer
Streamlined Productivity & Collaboration
Complete view of the customer
AI-driven insights & meaningful action
Security & privacy
Increased Digital Channels
Easier to use
Enhanced integrations, AI & infra
Omnichannel engagement
Agent productivity
Integration insights & AI-driven suggestions
Collect feedback
Insights and follow-up
Integration across organization
Author
Operate
Analyze
Optimize financial operations
Protect revenue
Adapt quickly and reduce cost
Loss prevention
Account protection
Purchase protection
Digital Commerce
Intelligence Solutions
Omnichannel Excellence
