web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Blogs / Friyank’s blog / What’s New in Dynamics 365 ...

What’s New in Dynamics 365 CRM V 9.0 ?

Friyank Profile Picture Friyank 944

What’s New in V 9.0 and what has changed?

  1. Platform Separation :

When Dynamics 365 launched, Microsoft signaled a move towards an app-centric platform to escape a bloated, monolithic model. This will be increasingly evident with the v9 release which sees Dynamics 365 break into modular apps that shift away from one platform with multiple modules hardwired in such as sales, marketing and service. By redefining the platform layer and breaking modules into role-based solutions for sales, finance & operations, customer service, talent, field service, to name just a few, it will remove the need to test all at once and upgrade everything in one big bang project. This will quicken release cycles and enable more rapid changes by allowing these to work independently of each other, but crucially these are connected with a common data service.  With apps frequently changing and able to upgrade independently of each other, several insiders have predicted that Dynamics 365 users will see a continuous flow of improvements in a similar way that apps on a tablet or mobile device are updated.

  1. Multi-Select Option Set

Drop down selection lists have been available since CRM v4 but until now the native functionality of Dynamics 365 / CRM didn’t support multi-select option sets. In this post, we’ll focus on the new field type to share an example of how this works and highlight some limitations in the current v9.0 release. Upon configuring a new field type this is shown as a ‘MultiSelect Option Set’. Previous versions of Dynamics only enabled a single selection from an option set field but using this new control, users have greater flexibility to make multiple selection. If you already have a global option set defined in Dynamics this can now be published in the format of multi-select field type.
Limit is 150 value selected
Values are shown as semi-colon separated.
No Sorting and Group by is available for MultiSelect values in sub grid/Editable grid.
In the v9.0 release that we have used for this post it doesn’t currently enable multi-select options as part of a Dynamics 365 business process flow, does not work in a business rule, or within an automated workflow which would prevents a default option(s) from being set.

  1. Refreshed Web Client User Interface/Unified User Interface (UUI)
    As outlined below, Microsoft has previewed its new Unified User Interface (UUI) that adapts to the device or screen in use to provide a consistent experience across web, Outlook, mobile and tablet.

Existing Dynamics 365 users on what is currently called ‘Enterprise Edition’ will have a choice to either use an updated version of the traditional web user interface or apply the new UUI. Using the Dynamics 365 app designer, admins can give Enterprise users an app with the UUI experience or the regular web UI. At this point some functionality such as campaigns and goals won’t be available for UUI will not be available from the app so in instances the regular UI will be the way to go.
This revamped interface is designed to address a series of customer feedback requests to:

  • Remove excess white space
  • Text wrapping for field labels and values
  • Improve form tab formatting
  • Standardize fonts
  • Extend theme capabilities

Over time, Dynamics CRM / 365 has been rendered through various interfaces, the regular web browser, and mobile app (MoCA), Interactive Service Hub as well as Outlook.
This provided wide coverage but it ultimately created in inconsistent experiences due to gaps in functionality across these interfaces. This also meant additional work for admins in customizing forms to juggle the needs of web and mobile users.
The Unified Interface promises to end design conflicts between web and mobile by introducing a responsive UI that adapts to browsers, screen-sizes and devices. The design principles of the UUI (text wrapping, uniformity, styling, white space reduction and theming) sees content presented in a way that will flow into different states as the available space changes.
With the same code for both web and mobile, UUI customizations need only to be deployed once.
From numerous grids that previously existed in Dynamics CRM, Microsoft has distilled these into to a single control that can be used across multiple applications that contains all of the same features.
Further enhancements as part of the UUI include:

  • Skype for Business presence indicator across all supported web browsers
  • OneNote create functionality will be available in mobile
  • Improved dashboard chart filtering and drill-down – similar to controls previously only seen in the Interactive Service Hub

 

  1. New Activity Timeline

An important component within the rollout of the Unified User Interface is a new timeline control that will replace the social pane in the legacy web client.
Currently, this control requires users to click between tabs for Activities, Notes and Posts and it lacks a chronological view.
Similar to the display previously seen in the Interactive Service Hub, Microsoft is combining these items into a single Activity Timeline that tracks the complete record history.

  • Visual and text filtersto drill down lengthy timelines and quickly find information – and hopefully avoid the need to revert to the activities screen
  • Inline actionsfor activity records in the timeline – aside from ‘Mark Complete’ this will be expanded to include other controls e.g. ‘Add to Queue’, ‘Assign Activity’ without needing to open these records
  • View attachmentsand download these inline without opening the email record
  • ‘What You Missed’ displayto see what events have happened on the record since the user last looked at the record
  • Attach camera images, audio and videos, using the mobile app – this activity timeline will include also activity feeds which now work in mobile (previously only available in the web client).

Does every action need to appear in the timeline? Probably not, so admins will be able to configure what activity types will be presented in the timeline.
Further controls will include:
Configuring which fields display for each activity type using a new Card Form entity
What fields will determine sorting – this should prove handy if you want to set sorting by last updated, last modified etc.
A version of the timeline control can also be applied to a Dynamics 365 dashboard that will replace the legacy activity wall component that won’t be available in the UUI. When placed in a dashboard the timeline control won’t include notes.

  1. Improved Business Process Flows

With the Unified User Interface, the stages in a business process flow can now be displayed in floating, or docked mode.

Stages can now be aligned in a vertical layout, instead of horizontal, which makes it easier to see which steps are required to be completed before moving forward.
Business process flow as Action steps

Business process flows in sitemap, views, and grids

Business process flow as an entity now supported in Interactive Experience Dashboard

 

  1. Text wrapping

For field values, there was always a solution to use a ‘Multiple Lines of Text’ data field type to wrap text across several lines but an associated field label would not flow into a second line.
Where field values were set to a ‘Single Line of Text’, longer entries would only partially be displayed if there was insufficient form space.
Using a web browser interface, users can mouse over a field label, or a field value, to see the full detail in a pop-up but this is a limited solution and isn’t viable for mobile users.
That’s why it is great to see an improvement in Dynamics 365 – Version 9.0, whereby administrators can enable a new control in the system settings to optimize displays for longer field labels and values by enabling text wrapping.

  1. Mobile Experiences
    In addition to the activity timeline and new docked / floating process flows featured above this will include:
    • Right to left language support on mobile across all clients
    • Pinch and zoom charts in mobile dashboards
    • Enable chart and list views in one screen
    • A raft new chart types to visualize data in a mobile app
    • Consistent form capabilities on mobile as other experiences, e.g. form switching
    • Navigate between tabbed elements and sections, or get a birds eye view of a form layout to quickly jump a tab / section
    • Interactive dashboards and filters (another piece of IP taken from the Interactive Service Hub)
    • Enhanced custom controls for all form factors
    • Relevance search and advanced filtering on mobile
  2. Security Enhancements
    Dynamics 365 system settings will now include a configurable maximum session length and an option to enable session timeout due to a predefined period of inactivity. In both instances, a warning prompt can be configured that will alert users enabling them to re-authenticate and make sure their work is saved. When a session expires the screen contents are blanked out.
  3. Improved Advanced Find Rules

D365 v9 features more flexible rules to query related entities that do not contain data. For example, find lead records that do not have any activities scheduled, or account records that do not have any opportunities scheduled

  1. Virtual Entities

Virtual Entities are an easy to deploy solution for viewing data in D365 that resides in an external system.
You have data in another system that only needs to be viewed in Dynamics 365.

Or, maybe you have highly sensitive data in an external system that you don’t want to be stored in D365.
Removing the need for custom coding and data replication, Virtual Entities are an alternative to client-side and server-side approaches for connecting external data with D365 with a solution that is significantly easier to configure and manage.
Virtual entities are defined in D365 with an internal metadata flag to mark them as virtual which distinguishes them from traditional database held entity types.
As such, these are not stored with the associated physical tables specific to records of ‘full’ entities.
Each Virtual Entity will be associated with a virtual entity data provider that offers an OData v4 endpoint, or using a custom connector. During run-time, when an entity instance is referenced, this will be dynamically retrieved from the associated external system.
There is no support for Dynamics 365 business processes around Virtual Entity data.
As result, business process flows or workflows cannot be utilized that reference this data because it is not held the Dynamics 365 instance or reside on your tenant.
This is an important point and will likely be a defining factor in determining which integration approach is needed.
For businesses that need external data to flow into Dynamics 365 and be a trigger for a process, or to update one of more fields, a traditional client / server-side sync would still be the route to follow.
However, in instances where users want to be able to view everything in one place, including data held in external data sources, Virtual Entities will be a simpler solution that is easier to deploy.
All virtual entity data is ‘read only’.
There isn’t any role level security for virtual entities as these are owned by the organization.
As a result, users will have permissions to see virtual entities, or not, there isn’t any middle ground and these entities do not support field level security.
Once enabled, virtual entities give users visibility to view this data in fields, grids, search results, Fetch XML-based reports and D365 dashboards.
An excellent and low cost alternative to data replication for D365 users who just need greater visibility of data!
Example: https://blogs.technet.microsoft.com/lystavlen/2017/09/08/virtual-entities/

  1. LinkedIn Updates

A new connector for LinkedIn Lead Gen Forms automatically syncs campaigns and leads with Dynamics 365, with configurable matching rules

To aid social selling, new LinkedIn Sales Navigator embedded widgets for Dynamics 365 include account connections promoting the best contacts to connect with, recommended potential leads, account news, mutual connections to facilitate new introductions and summary detail from LinkedIn

  1. Continued support for Outlook add-in
    In June 2017, MS announced the deprecation of Dynamics 365 for Outlook(otherwise known as the “Outlook add-in”) and the plan to replace it with Dynamics 365 App for Outlook. The deprecation announcement meant that although Dynamics 365 for Outlook would continue to be supported, it would be removed in Dynamics 365 version 10.0.
    Since this announcement, MS have received overwhelming feedback from customers, partners, and the Dynamics community around the need for the Outlook add-in. additionally, MS understand that some feature gaps in Dynamics 365 App for Outlook prevent it from being a viable replacement for the Outlook add-in. As a result, MS are reversing the deprecation of Dynamics 365 for Outlook.

MS want to enable customers who are on older versions of Dynamics 365 to be able to upgrade and not lose core functionalities that their business has come to rely on.

  1. Business Process Flow dashboards, grids, and charts
    This feature allows System Administrators and Customizers to create Business Process Flow dashboards, grids, and charts. It is sometimes much more natural for users to think in terms of the processes they follow to get work done rather than the records they would have to find to access those processes. This is what we call a “process-centric” as opposed to a “data-centric” workflow.
    To illustrate this point, consider Contoso Finance, a fictitious company in the Financial Services industry. Suppose that Contoso has two processes set up, one for selling mortgages and another for selling student loans. It’s arguably more natural for sales people and sales managers, when trying to determine how close their company is to meeting their sales goals, to search for active mortgage and student loan sales processes than for generic opportunity records. They can then easily find opportunities for quickly closing open deals that may represent quick wins for the team A System Administrator or Customizer can use complex filters in custom views on the process entities that include attributes of the process entity itself (such as active stage, status, and start date), as well as attributes of the supporting data entities (such as, in the case of Opportunity, deal size, account, region, estimated close date, and so on). As with any other data entity in Dynamics 365, these views created for the process entities can be applied to charts and grids that can be placed on dashboards or forms.
    Additionally, the Dynamics 365 sitemap can be customized to include a link to the Business Process Flow entities to make it easy for users to see all process instances on different views from the record grid. One cool aspect is that when the user clicks on a record for this grid, they go to the form of the corresponding entity associated with the active stage, even for cross-entity processes. That way, users always land on the right place to resume their work and continue driving the process forward.
    Business process Flow can be added in Navigation site map, using sitemap designer.
  2. Business Process Flow automation with Action Steps
    One of the most powerful improvements to the Business Process Flow infrastructure introduced in the December 2016 update for Dynamics 365 is the ability to leverage Dynamics 365 Workflows to automate Business Process Flows, making it possible to run even very complex business scenarios with the help of some best practices.
    Action Steps take the automation story even further by enabling on-demand automation scenarios. Business Process Flows are composed of stages, which can have one or more data steps. Data steps define information that users are supposed to input or consume to successfully complete the process. Action Steps are buttons on the Business Process stages that users can click to trigger an on-demand Dynamics 365 workflow or action.
    To illustrate Action Steps, let’s go back to Contoso Finance. Suppose that when running the Mortgage Sales Process, financial analysts have the option of setting parameters such as the interest rate, number of months before payments begin, or number of payments. If these parameters are set to values beyond certain business-approved boundaries, the System Administrator or Customizer can customize the Business Process to be locked until managerial approval is given. The process could also be customized to include a button on the Approval stage so that when a user triggers a server-side Workflow or Action it also creates a task activity on a manager’s calendar. The task activity then serves as a reminder for the manager to review and unlock the mortgage opportunity.

While Workflows can be called triggered on-demand from the user interface, Action Steps add an additional trigger point for calling them. For Actions, this is the first time that they are made available on-demand from the user interface. To enable this mode, the Available to run as a Business Process Flow Action Step check box must be enabled inside the Action designer

The stages in a business process flow can now be displayed in floating mode, along with docked mode. Stages can now be aligned in a vertical layout, instead of horizontal, which makes it easier to see which steps are required to be completed before moving forward. You can also choose to include an optional step in the business process flow and define criteria to trigger it. Business Process flow is now an entity and you can create custom views. Business Process entities can now be made available on the site map

  1. Interactive Service Hub improvements

These are the changes to the Interactive Service Hub:

  • Interactive Service Hub is now called Customer Service Hub, and is available as a Unified Interface app.
  • The Customer Service Hub app uses the Mainform type instead of the Main – Interactive experience form type. If you upgrade from an earlier version of Dynamics 365 Customer Engagement, all your Main – Interactive experience type of forms will be converted to the Main form type. Any of your customizable Main – Interactive experience type of forms will be set to inactive during the upgrade, and you must enable the converted forms after upgrade to use them. Also, all the Main – Interactive experience type of forms converted to the Main type of form will be ranked lower than the existing Main type of forms to prevent any form order conflicts. This ensures that the correct form is displayed to the users in web client post upgrade.
  • All entities are now enabled for the interactive experience in the new Customer Service Hub app. This implies that the EntityMetadata.IsInteractionCentricEnabled property, which indicates whether an entity can be enabled for interactive experience, is no longer relevant. The corresponding setting for this property in the Customization tool, Enable for interactive experience, is removed in the current release, and theEntityMetadata.IsInteractionCentricEnabled property will be removed from the future version of Dynamics 365 SDK for Customer Engagement.
  1. Override the default open behavior of data rows in an entity-bound grid

Currently, performing any of the following actions in a data row in an entity-bound grid opens the entity record by default:

  • Double-clicking the data row or clicking the primary attribute link in the row.
  • Selecting a data row, and pressing ENTER.
  • On a touch-enabled device, selecting a data row.

There might be situations where you do not want the entity record to open, such as, for document management records, you might want to open a SharePoint site instead of displaying the record. You can now override the default behavior to define your own custom behavior.

You can now create a command definition for an entity with Mscrm.OpenRecordItem as the value of the Id attribute (<CommandDefinition> (RibbonDiffXml)), and define custom action for the command <Actions> (RibbonDiffXml). Customer Engagement will look for this command Id for an entity when you try to open a record from the entity-bound grid, and if present, will execute the custom action instead of opening the entity record (default behavior).

  1. User interface refresh (applies to all the Enterprise edition web apps)
  • Removal of unneeded whitespaceon forms and dashboards. Containers for content now have defined borders. There is consistent spacing between sections. Empty containers have a helpful message and icon.
  • Improved visual hierarchyby means of a new clipboard structure for the content shown on all pages, such as forms, dashboards, and grids. The page and panel header colors used for the clipboard are customizable.
  • Use of standardized fontsfor a more consistent look and feel.
  • More intuitive user experiencefor elements such as tabs, buttons, and input fields on forms to help users be more productive.
  • On forms, long text labels and values are wrapped.Admins can control word wrap through system level settings.
  • The color of a sub-grid header can be customized at the form level.
  • Advanced find now has the option to build a NOT IN For example, users can query for all cases that do not have a related task.
  1. Dynamics 365 for Marketing 
  • Create graphical email messages and online content to support marketing initiatives.
  • Design interactive customer journeys to nurture leads with personalized experiences
  1. Power BI enhancements

You can now embed Power BI dashboards and tiles in Dynamics 365 (online) selected from group-based Power BI App Workspaces. Previously, dashboards and tiles could only be embedded from My Workspace

 

What’s New in V 9.0 and what has changed for Developers?

  1. SDK Changes :

With the release of Dynamics 365 (online), version 9.0, there are a lot of changes in our developer documentation

New name: Developer Guide
A Software Development Kit (SDK) is a combination of documentation and resources that developers use to build software. Until now, MS were using the term “SDK” to refer to the developer documentation for Dynamics 365 Customer Engagement and for the download package containing assemblies, tools, and the offline (CHM) version of the documentation. To clear up this confusion, and to be consistent with the terms MS use for all our documentation, MS will now refer to the developer documentation as the Developer Guide.
No more monolithic SDK download

Probably the greatest single change is that MS are no longer providing a single download package for all the documentation, tools and sample code.
Going forward, instead of shipping a single package with everything in it, MS will offer an a-la-carte approach so that you can download the individual things as you need them.

  • Get the assemblies and tools you need.SDK assemblies and tools will be distributed only via NuGet. MS will provide a script that will allow you to download the assemblies and tools from NuGet. See Where to find the NuGet SDK packages and Download tools from NuGet.
  • Self-serve offline content generation.The new docs.microsoft.com site will allow you to download a PDF for any of our content areas so that you can read and search the documentation while offline.
  • Sample code availability. All our sample code will be available on microsoft.comor on GitHub. The code.msdn.microsoft.com site is designed for sample code and provides a good experience as well as providing us better metrics on usage.
  • Download only the pieces you need.Various assets MS have included in the download package will be available as individual downloads. This way, if one of the assets needs to be updated MS can just update it without releasing the entire SDK package.

Contextual reference content

In the documentation for previous versions the conceptual content came first, followed by the programming reference topics (Dynamics 365 Customer Engagement Programming reference). While the conceptual pages linked to the relevant reference pages, this caused you to lose context of the page you were reading.
One of the cool features of docs.microsoft.com is the ability to present reference and conceptual content together. This provides the opportunity to bind the relevant conceptual content together with the most relevant reference content. This allows for fusion of the conceptual and reference information for a specific set of APIs.
Client API documentation overhaul:
The client scripting or client API has grown a lot since it was originally introduced with CRM 2011. With this release, MS have restructured the content to allow for better search results for individual APIs by providing dedicated pages for each API. This should help improve discoverability and provide us with more space to grow with samples and any new APIs which may come.
Detailed entity documentation
For a long time, MS have written individual topics about selected entities where MS provide a broad overview of the entity and relationships along with some lists of supported messages. But when it came to details, MS referred you to use separate tools to browse the metadata for your organization or to refer to an Excel spreadsheet in the SDK package.

  1. TLS Changes :
    Starting with Dynamics 365 (online), version 9.0 we will begin requiring connections to customer engagement applications to utilize TLS 1.2 (or better) security.
  2. Dot NET framework Changes

The most common fix for custom client applications built utilizing .NET Framework 4.5.2 is that they will need to be re-compiled using .NET 4.6.2.

NOTE: Plugins or Workflow Activities should continue to be built using .NET Framework 4.5.2.

  1. Web API improvements
    The following improvements are included in this release of the Web API, our OData v4 endpoint:
    • Custom actions that return EntityReference, Entity, or EntityCollection types are available.
    • Changes to API behaviors are available using the latest v9.0 version of the service, legacy behaviors remain available in the v8.x version. You don’t have to change your code when you upgrade.
    • New messages: GrantAccess, ModifyAccess, and RetrieveSharedPrincipalsAndAccess messages are now available using the Web API.
    • We have made the amount of service metadata smaller by not including annotations by default. If you need the annotations, you can use parameters to have it included.
  2. Client API enhancements
    Using execution context to work with form and UI :
    One significant change is that now you use the execution content to retrieve the form context where you want to run your script instead of using the Pageobject, which is deprecated in this release
    Using global context

The Xrm.Page.context that is used to reference the client-side context is deprecated in this release. You should now use new Xrm.Utility.getGlobalContext method to retrieve the global context instead of going through the form context. The new method contains an equivalent of all the methods available for the deprecated Xrm.Page.context object to retrieve information specific to the organization, user, or client where the script is executed.
New client APIs

New Namespace Description
Xrm.Device Provides methods to use native device capabilities of mobile devices.
Xrm.Encoding Provides methods to encode strings.
Xrm.Navigation Provides navigation-related methods.
Xrm.WebApi Provides properties and methods to use Web API to create and manage records and execute Web API actions and functions.

The following new APIs were introduced in the existing namespaces:

Namespace New APIs
formContext.data – OnLoad event and even handlers (addOnLoad and removeOnLoad)

– isValid

– Updated saveOptions in the formContext.data.save method to include a new value called saveMode to let the onSave event handlers know why the save is happening

– attributes collection

formContext.data.entity getEntityReference

isValid

formContext.data.entity attribute isValid

setPrecision

formContext.ui event handlers for the OnLoad event (addOnLoad and removeOnLoad)
Xrm.Utility getAllowedStatusTransitions

getEntityMetadata

getGlobalContext

getLearningPathAttributeName

getResourceString

invokeProcessAction

lookupObjects

showProgressIndicator

closeProgressIndicator

refreshParentGrid

 

 

  1. WebHooks integration

You will be able to integrate data from Dynamics 365 Customer Engagement to your own custom code hosted on external services using WebHooks. You can use the plugin registration tool to configure when to post Customer Engagement data to an external service. WebHooks is a lightweight HTTP pattern for connecting Web APIs and services with a publish/subscribe model. WebHooks senders notify receivers about events by making requests to receiver endpoints with some information about the events. By using the WebHooks model, you can secure your endpoint by using an authentication header or query parameter keys. This provides an alternative to the SAS authentication model that you may currently use for your Azure Service Bus integration.

  1. Vector Image web resources

Use vector images for any icon presented in the application. Vector images are defined as Scalable Vector Graphics (SVG) an XML-based vector image format. The advantage of vector images over other image web resources is that they scale. You can define one vector image and re-use it rather than provide multiple sizes of images. You can use this web resource to define a single icon for an entity rather different sized images.

  1. Support for localizable solutions

You can use RESX web resources to store localized strings for your solutions. The RESX XML format is commonly used to define localized resources so there is common tooling available to work with this type of file and localization vendors will be familiar with working with them. You can associate RESX web resources with any JavaScript web resource that uses them so that you can use a new client-side API to access localized strings at runtime.

  1. JavaScript Web Resource dependencies

JavaScript web resources frequently need to interact with other resources which can be other JavaScript libraries, images, attribute values, or the new RESX web resource for localized strings. You can now configure a JavaScript web resource to associate it with any dependent resources so that the resource is available when needed.

When a JavaScript web resource is associated to another kind of web resource, that web resource will be loaded automatically when the JavaScript web resource is requested in the application. When a JavaScript web resource used in a form script is associated to an attribute for a specific entity, that entity attribute will be available to the script even when a field for that attribute isn’t included in the form.

  1. Business process flow enhancements

Business process flows has been enhanced to offer the following changes:

  • On Unified Interface, the setDisplayState method now lets you set a business process control in the “floating” state, in addition to “expanded” and “collapsed.” Similarly, the getDisplayState method can return “floating”, “expanded” or “collapsed” depending on the state of a business process control. The floating state is not applicable for the web client.
  • You can now run process actions using the new client API: Utility.invokeProcessAction. The ability to programmatically run process actions using the new client API is released as a preview feature in this release. On the web client, you can run any process action using the new client API. However, on Unified Interface, only those process actions that are available to run as a business process step can be run using the new client API.
  • Get and set the progress of a process action step using the new client APIs: getProgress and setProgress. Process action steps are buttons on the business process stages that users can click to trigger an on-demand workflow or action. Process action step is a preview feature introduced in the Dynamics 365 (online), version 9.0 release.

The getProgress and setProgress client APIs aren’t supported for the process data step.

 

Other Changes.

  1. Delete option in Audit summary view is in 9.0
  1. Cannot find Manage Document Suggestion in V 9.0
  2. Auto Numbering – Tab Changes of article , In campaign Suffix was not in preview is been fixed in 9.0
  3. Instant messaging presence option is changed to Skype for business Option, Default IM.
  4. Set the default card state for interactive dashboard
  5. Bing Maps is not getting loaded now, instead it shows an anchor tag to open Map in another tab.

 

What’s depreciated in V 9.0? 

The announcements and deprecations described in this topic apply to Dynamics 365 Customer Engagement as of the July 2017 Update. Administrators and IT professionals should use this information to prepare for future releases of Dynamics 365. Customer Engagement refers to the applications that make up the CRM portion of Dynamics 365, which includes the Sales, Customer Service, Field Service, and Project Service Automation applications.

“Deprecated” means we intend to remove the feature or capability from a future major release of Dynamics 365. The feature or capability will continue to work and is fully supported until it is officially removed. This deprecation notification can span a few years. After removal, the feature or capability will no longer work. We are notifying you now so you have sufficient time to plan and update your code before the feature or capability is removed

 

Below are the list of depreciated functionalities

  • Service scheduling in Dynamics 365 for Customer Service is deprecated
  • Dialogs are deprecated
  • Usage of Parature knowledgebase as the Dynamics 365 knowledge management solution is deprecated
  • Project Service Finder app is deprecated
  • Contracts, Contract Line Items, and Contract Templates entities are deprecated
  • Standard SLAs in Dynamics 365 for Customer Service are deprecated
  • Relationship Roles are deprecated
  • Mail Merge is deprecated
  • Announcements are deprecated
  • Ready-to-use business processes available through Add Ready to Use Business Processes setting are deprecate
  • IsInteractionCentricEnabled property is deprecated
  • Silverlight (XAP) web resource is deprecated

Below are the list of client API’s that are depreciated

  • Page
  • Page.context
  • Page.context.getQueryStringParameters
  • Page.context.getTimeZoneOffsetMinutes
  • Page.context.getUserId
  • Page.context.getUserLcid
  • Page.context.getUserName
  • Page.context.getUserRoles
  • Page.context.getIsAutoSaveEnabled
  • Page.context.getOrgLcid
  • Page.context.getOrgUniqueName
  • Page.data.entity.save(string)
  • Page.data.entity.getDataXml
  • getData
  • getEntity
  • Mobile.offline
  • Xrm
  • addOnKeyPress
  • removeOnKeyPress
  • showAutoComplete
  • hideAutoComplete
  • Utility.alertDialog
  • Utility.confirmDialog
  • Utility.isActivityType
  • Utility.openEntityForm
  • Utility.openQuickCreate
  • Utility.openWebResource

Comments

*This post is locked for comments