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Adelaide Dynamics 365 User Group – Join us tomorrow!

Join us tomorrow at the D365UG where Sam Fernando (ASG) will present on how Azure logic apps and Microsoft Flow can empower you to get more work done!

Also nothing’s better than hearing it from the customers.  This month we are also hosting a ‘Customer Voice’ session. Toby Evan’s from SA Water will present on newly launched ‘mySAWater – Customer self-help portal’.

He will also share his experience on the journey and how Dynamics CRM helped and transformed SA Water to become more customer centric.“

 

 

D365 V9.0 – A Feature a Day – Microsoft Flow & D365 V9.0

Today we continue with the blog series D365 V9.0 – A Feature a Day, and I am enjoying the self-discovery process of all the new improvements that have been made to the V9.0 platform. Today’s feature will be focusing on the new native Microsoft Flow Integration.

What is Microsoft Flow?

Traditional Microsoft Dynamics workflows allow you to automate processes from within the Dynamics platform, Microsoft Flows however allow the silos between systems to be broken down allowing you to take advantage of the plethora of services available in the cloud.

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D365 V9.0 – A Feature a Day – Admin API

Today we continue with the blog series D365 V9.0 – A Feature a Day, and I am enjoying the self-discovery process of all the new improvements that have been made to the V9.0 platform. Today’s feature will be focusing on the new Admin API.

What is it?

The Dynamics 365 Customer Engagement Admin API allows you to perform administration functions that normally have been associated with the Dynamics 365 Administration Center through the Admin API Web Service.

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D365 V9.0 – A Feature a Day – Virtual Entities in V9.0 (Integration Made Easy)

Today we continue with the blog series D365 V9.0 – A Feature a Day, and I am enjoying the self-discovery process of all the new improvements that have been made to the V9.0 platform. Today’s feature will be focusing on the newly introduced Virtual Entities.

Today’s Feature – Virtual Entities

Previously the options for integrating external data sources into your Dynamics solution were limited usually involving persisting external data within your organisation database or developing client side script to pull on demand.

Today, Microsoft Dynamics 365 V9.0 offers a new way of integrating external data in a friendly manner – introducing Virtual Entities.

Virtual Entities behave similarly to regular entities but instead sources its data from external sources.

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D365 V9.0 – A Feature a Day – Auto Numbering in V9.0

Today we continue with the blog series D365 V9.0 – A Feature a Day, and I am enjoying the self-discovery process of all the new improvements that have been made to the V9.0 platform. Today’s feature will be focusing on the newly introduced AutoNumber.

Today’s Feature – Auto Numbering in V9.0

Native auto number is finally here! First previewed by Matt Barbour in the Microsoft Dynamics 365 CE Update for Developers presentation, what do we need to know about this new attribute type?

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A Feature a Day – MultiSelect Option Sets in Dynamics 365 V9.0

Today we continue with the blog series D365 V9.0 – A Feature a Day, and I am enjoying the self-discovery process of all the new improvements that have been made to the V9.0 platform. Today’s feature will be focusing on the newly introduced MultiSelect Option Sets.

Today’s Feature – Multi Select OptionSets

MultiSelect Option Sets have been one of the top requested features of Dynamics for quite some time now. And now they’re finally here! So, what are some things you need to know about MultiSelect Option Sets?

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D365 V9.0 – A Feature a Day – Label Wrapping in V9.0

Welcome to my new blog series – D365 V9.0 – Andrew Ly’s – A Feature a Day, as most of you are aware by now Microsoft Dynamics 365 Version 9.0 has been official released to the public. And it is stunning.

So, I’ll be doing a bit of self-discovery over the next few weeks, focusing on some of the items that I’m interested in and sharing my thoughts with you. They’ll be brief but frequent postings, and I’ll try to stick strictly to one feature a day.

Today’s Feature – Label Wrapping

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ClickDimensions Social Engagement for Microsoft Dynamics. First Look!

I was treated to a preview of ClickDimensions Social Engagement (8.8) in the last week, and I was left exceedingly impressed with the capabilities of this new platform. Released to partners at the end of July, it is available now for existing ClickDimension customers.

What is ClickDimensions Social Engagement (CSE)?

CSE is a brand new offering from ClickDimensions, and is supplied as an add-on module to existing ClickDimension customers. ClickDimensions has partnered with Social Media solution vendor Oktopost to provide a lot of the functionality you’re about to see.

At a high level, CSE provides your organisation with a simple yet powerful platform to manage all your social media activity.

The key features of the solution are:

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Does this mean that we won’t need Microsoft Social Engagement (MSE)? What are the differences?

In short no, while they do overlap in certain features they both have their strengths and weaknesses. For instance, you can schedule all your posts to a calendar (incredibly useful!), whereas MSE posts your material immediately to various social platforms (no scheduling). While MSE comes with inbuilt rules that convert your posts to leads/cases, whereas CSE converts posts and stores them in what is known as the Inbox that presumably you could build workflows and do the same. Sentiment analysis is also only available to the MSE platform. So they have similar features but work in very different ways. In my opinion CSE is targeted more for marketing whilst MSE caters more for social analytics.

What does it look like?

Once the solution is installed, it opens in a separate window and provides you with your social listening dashboard. Configuration is achieved through the settings menu where you can specify social connectors, search phrases and so forth.

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The analytics and scheduling system is pretty impressive, packed with a lot of useful information such as knowing when is the best time of day/week to post.

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And a basic breakdown of which networks are your customers engaging on.

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The leader board system is something quite refreshing, introducing new tools that score your social engagement efforts among team members (game on!).

Final thoughts

Social Engagement tools have come a long way particularly in the Microsoft Dynamics ISV space. It has been pretty obvious that social selling, social engagement and social perception of companies is becoming more of a priority to companies and the maturity of the tools you see today really reflect that.

The ClickDimensions winning feature in my opinion is how easy it is to schedule your posts, across networks, and from your marketing teams. This is core to the solution, and the process couldn’t be more simple. Though I haven’t read too much about potential extensions on the platform, it would be really good to be able to have the ability to create business rules that redirect inbound social posts to queues, cases and leads like MSE does. But overall, this is a fantastic product and cost/benefit wise it’s an exceptional offering aimed exactly at the right audience (SMEs, B2Bs). Looking forward to seeing more of this new platform!

 

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