v9.0
Dynamics 365 CE V9.0 – First Look. Part 2
Category: D365 V9.0,Dynamics 365,v9.0 Author: Jeevarajan Kumar Date: 2 years ago Comments: 0

Dynamics 365 V9.0 is out there and I believe most of us have already started to work with it. This will be a part 2 of the Dynamics 365 V9.0 – First Look series, covering the introduction of the D365 V9.0 features (sorry for the delay in writing this one, had been really busy with other things), to check out the Part 1 of this series if you haven’t.

Note: This series covers only the basics, we will see the detailed post of the major features introduced in the upcoming blog series, ‘Dynamics 365 V9.0 Features‘. 

Alright, let’s start with the features that make the user interface better, Text-Wraps and Subgrid

Text-Wraps

To see the complete text, we had to hover on the box every time, uff! And we don’t need to hover and wait for the pop-up, wor wraps were available for the texts and it’s finally here now. Below is the comparison between the text box from old and new version.

text wrap-text-old.png text wrap-text

Text wrap can be turned on/off in the System Settings, under the General tab.

text wrap

Sub-grid

Option to set the header color for the sub-grid is available now, of course, the borders are available by default. Setting the color is part of the sub-grid properties (there is no color picker, hex value is required).

subgrid header 2subgrid header

Okay, let’s see few more features that enhance the business process and make implementation simpler.

Auto-number:

It’s hard to find a business that doesn’t need an auto-numbering attribute in their CRM. So far, we have been using popular open source auto-numbering solutions developed by our beloved MVPs and CRM enthusiast or we were developing our own solution. It’s finally addressed in this release but there is a catch! There is no UI to do the same, it can be done only by the API (not really). Our beloved CRM experts (saviors) have developed the solution for this and it is really great.

Using API:

screen-clipping-18-768x379.png

Reference: http://365lyf.com/d365-v9-0-a-feature-a-day-auto-numbering-in-v9-0/

Using XrmToolBox:

Jonas Rapp has developed a plug-in for XrmToolBox, Auto Number ManagerIt’s easy to use and looks great, we can set formats (Static String, DATE:[format] e.g. ddmmyyyy, SEQNUM:size, RANDSTRING:6), length, seed etc.

ANM-screen

Using CRM Solution:

Easy AutoNumber – a Dynamics 365 solution that creates an auto-number field for us with no code required. 

easyautoscreen

App designer:

In Dynamics 365, custom business apps refer to other components like entities, dashboards, forms, views, charts, and business processes. At times, we need to design separate apps for users w.r.t. their business rules.

How to create/edit:

Under My Apps, there are a bunch of existing apps available, we can either edit the existing app or create a new app to achieve the abstraction based on the business users needs.

2017-10-09 18_54_48-Clipboard

2017-10-09 18_57_50-Clipboard

How the designer looks:

2017-10-09 19_00_15-App Designer

For more details: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/design-custom-business-apps-using-app-designer

Enhancement to the Site-map designer:

Sitemap Designer includes the following new features:

  • Set an interactive dashboard as the default dashboard subarea in the sitemap for apps based on the Unified Interface framework.

  • Cut, copy, and paste sitemap components.
  • Support for miscellaneous security privileges within app subareas.
  • Inline editing support for sitemap components. To edit inline, hover over the component to reveal the pencil.sitemap-designer-inline-editing

Reference: https://docs.microsoft.com/en-us/dynamics365/get-started/whats-new/customer-engagement/new-in-july-2017-update

To learn how to use the Sitemap editor, click here.

Conclusion:

Setting an auto-numbering sequence to an attribute is now a part of the SDK but without a UI, it doesn’t really matter since our beloved experts have already developed great solutions for that. Designers for an app is available now, it gives us a provision to design apps using a simple and beautiful editor; apps provide an abstract and a level of security for users. Site-map designer, text box, and sub-grid are enhanced to support more features.

Source: Jeeva


Dynamics 365 CE V9.0 – First Look. It is here..
Category: D365 V9.0,Dynamics 365,v9.0 Author: Jeevarajan Kumar Date: 2 years ago Comments: 0

Finally, the expected next version of Dynamics 365, V9.0 is available from today. I’ve been so excited about the V9.0 new features and finally got a chance to play with it today.

I have been playing around with the entities, grids, new controls, settings etc. This will be the first blog post of this ‘First Look’ series, I have added the things I found interesting in the new version so far, I will be writing more about the features of V9.0 in next posts.

D365 V 9.0 Features:

Unified Interface:

Alright, let’s start with the Unified Interface (UI) introduced, the UI looks pretty clean and organized now with the borders for the containers, word wraps, etc.

As mentioned in the below image,

  1. Unnecessary white spaces are reduced.
  2. Word wrap, borders for the containers – it gives a clean look
  3. Empty fields have a pretext line now.
  4. Social pane has a bold look now (I’m still trying to figure out how to bring the ‘Timeline’ view, comments are welcome :/ ).

New:

UI

Old:

Just for an immediate comparison, I have added the old version image of the same sample lead.

UI 2

Interactive  Service Hubs for all the Apps

There are new interactive hubs for the all the individual apps now. Business users gonna love it.

New Apps 2

Example: Customer Service Hub

New Apps

More themes:

To avoid confusion between the DEV, UAT and Production, we do customize the theme. Now, we can the use these three different themes that are available in OOB for the same.

Theme

Microsoft Flow integration:

‘Flow’ is available on the toolbar, a user can select the existing ‘Flow’ or create a new flow. I will need to do a deep dive and will be writing a separate blog post for the same.

Flow

MutliSelect Optionset:

This one was the most expected control after EditableGrid and it’s finally here, check out my earlier post to know more about the EditableGrid here.

How to use it?

I’m adding a sample multi-select option set and adding it to the lead main form.

MultipleOptions

Option set items are displayed with ‘Select All’ and inbuild search provision.

MultipleOptions1 MultipleOptions 2

selected options looks like this

MultipleOptions 5

For developers:

  • To get the values – selected values are returned as arrays.

MultipleOptions 4

  • To get all the option set items:

MultipleOptions 6

Others:

Business Process is available in the sitemap. BPF is available with respect to the selected module. Below example shows the Business Process for the Sales.

Business process

Rich Email Editor: It’s not available at the moment, I’m not sure if I’m missing something, please comment your thoughts about it.

Conclusion:

Microsoft really does a good job at hearing their user’s feedbacks and addressing them in their following releases. And this version didn’t change the fact, multi-select optionset, default theme and other features released are few of the stuff that we have been expecting to be a part of the product and it’s been added. Thus, reducing the dependency on a custom solution and additional development for the same.

 

Source: Jeeva