Why Microsoft is opening up Dynamics 365 to more employees

Bringing information from Dynamics into Workplace 365 and Groups means everybody can perceive clients even when they do not cope with them instantly.


Picture: Lisa Hornung/iStockPhoto

Earlier this yr, Microsoft introduced that you’d not want a Dynamics 365 license simply to let somebody see enterprise data from Dynamics 365 — so long as they’re doing that in Groups. The Context IQ capabilities introduced at Ignite make extra sense of that licencing change, and extra options to reap the benefits of the knowledge in Dynamics 365 maintain showing within the Energy Platform, with the most recent exhibiting up in Energy BI.

The announcement mentioned that “Dynamics 365 customers can invite any Microsoft Groups person throughout the group to view and contribute to buyer information at no extra licensing price.”

The precise specifics of the licensing change had been tucked away in a touch upon the Dynamics weblog: “With this announcement, we’re entitling all paid Microsoft Groups customers with ‘Staff Members’ stage entry to Dynamics 365, permitting Groups customers to learn Dynamics 365 information and [take] motion upon designated eventualities. These new linked experiences between Dynamics 365 and Groups will make it simpler for Groups customers to entry Dynamics 365 information however solely from inside Microsoft Groups.”

That is smart, as a result of the individuals who want the total set of Dynamics 365 options will have already got entry to it: That is for individuals in different departments who needn’t work in Dynamics (and would in all probability favor to stay to the instruments they know, whether or not that is Groups or Energy BI) however do have to have entry to the knowledge that is there — or to be obtainable to Dynamics 365 customers who want extra details about the merchandise they’re promoting or supporting.

SEE: Microsoft Dynamics 365: A cheat sheet (free PDF) (TechRepublic)

Info and experience

Beginning someday in early 2022 (between Q1 and the top of 2022 for various options), Groups and Dynamics 365 might be way more interconnected, in a extra granular means than simply pinning a hyperlink to Dynamics to the Groups checklist of apps.

You can see enterprise information and handle duties in Dynamics 365 Commerce from Groups, put a dialer in Dynamics 365 so you can also make a Groups name from the identical UI that tells you which of them buyer it’s worthwhile to name or pull up Dynamics 365 Gross sales information in a Groups assembly, and both means the motion objects from the decision will find yourself in Dynamics, together with stats for the way the decision went. (Anticipate that integration in early 2022 should you do not already see it in preview.)


Share a Dynamics 365 report in a Groups assembly and everybody can replace it.

Picture: Microsoft

That is in all probability most helpful to present Dynamics customers, as is with the ability to use the Microsoft Graph to see that in Dynamics 365, a colleague you have by no means spoken to has executed a deal just like the one you are attempting to arrange and seize them on Groups for some recommendation with out opening a unique window. The Context IQ function will already counsel related individuals in Dynamics 365 Gross sales, Dynamics 365 Buyer Service and Dynamics 365 Subject Service.

Context IQ is not a brand new product; it is simply what Microsoft is looking the AI options that show you how to collaborate between Dynamics, Groups and different Workplace 365 instruments with out dropping your prepare of thought as a result of you need to leap between purposes or manually copy data round.

However with the ability to reference Dynamics 365 information in a means that brings the total context of that information with it will likely be helpful for cross-team collaboration with individuals who would by no means open Dynamics themselves.

This linked data relies on Microsoft’s Fluid framework, which exhibits up in Workplace 365 and Dynamics 365 as one thing known as Microsoft Loop. (Consider this as giving somebody context, protecting them within the loop and delivering on all these different aspirational enterprise phrases.)

Once you paste a hyperlink to a Dynamics 365 report into Groups chat, it should present up as a card the place colleagues can learn or replace the report, or you’ll be able to come out a Groups chat window from wherever you might be in Dynamics. The updateable card that exhibits up in groups is a Loop element so it should present up in Outlook as nicely should you electronic mail the hyperlink to a report moderately than dropping it right into a chat (though Loop parts will also be duties, lists or notes).

Reasonably than copying the hyperlink to the Dynamics report manually, you may get it with an @point out in Outlook or Groups, which makes use of a brand new Context IQ function in Editor (which is changing into way more than a spelling checker).


Use an @point out to confer with a Dynamics 365 gross sales alternative in a Groups chat and the Loop element fills in all the main points.

Picture: Microsoft

Somebody in gross sales can @point out a deal they’re engaged on in an electronic mail to somebody within the firm authorized staff and have that pull in all of the details about the deal — how the deal is progressing, how a lot income it may herald, whether or not the client has a historical past of shopping for from you and paying their payments on time or needing a number of hand-holding and discipline service — so the lawyer engaged on the contract, has all of the context they should perceive whether or not the request is pressing and why, in addition to what clauses to incorporate or what recommendation to provide the gross sales staff.

It isn’t all about gross sales. Staff can use Groups to examine how a lot vacation time they’ve left or to e book a day without work by speaking to a chatbot that connects to Dynamics 365 Human Sources.


Trip data in Groups stay from Dynamics 365 HR with the choice to have a bot e book your day without work.

Picture: Microsoft

The engineers who designed a product won’t wish to be part of a buyer gross sales name, however they’ll use Groups so as to add troubleshooting steps to the Dynamics report for a buyer assist request or chat with the service engineer whereas they’re engaged on the issue (who is likely to be utilizing a HoloLens with a Dynamics 365 Guides app constructed with Energy Apps, or simply Groups on their telephone).


As a substitute of sending electronic mail backwards and forwards, engineers and repair technicians can chat via Dynamics and Groups.

Picture: Microsoft

This sort of cross-team collaboration is especially useful not simply when the product designers are within the workplace and the assist engineer is on the client web site however between co-workers who is likely to be working remotely. Additional down the road, Dynamics 365 outcomes may even present up in Microsoft Search alongside PowerPoint slide decks and data from SharePoint libraries; you’ll be able to already see Dynamics 365 data if you search via SharePoint, Bing or the Workplace web site, and that might be in non-public preview for searches within the newly improved Groups search bar someday in 2022.

SEE: Learn how to earn a living from home: IT professional’s guidebook to telecommuting and distant work (TechRepublic Premium)

See Dynamics in Energy BI right now

Different Dynamics 365 integrations are coming just a little sooner.

The info in Dynamics 365 is saved in Dataverse utilizing the Frequent Information Mannequin, which is aware of about widespread enterprise information sorts like contacts, accounts, orders, invoices, reductions and so forth, in addition to relationships between them, like the truth that your contact for an account is an individual who works for the group represented in Dynamics as an account report. Add your individual information sorts, akin to a spotlight group, and also you outline the relationships, like focus group members, the challenge the main target group is about or the report that will get created.


The Frequent Information Mannequin covers widespread enterprise information sorts and extra specialised information about particular industries.

Picture: Microsoft

Dynamics 365 has instruments and workflows for utilizing all that information, together with enterprise guidelines and processes and particular merchandise like Dynamics 365 Buyer Insights. However you may also analyze it in Energy BI or use it to construct Energy Apps and Energy Automate workflows (and Microsoft not too long ago elevated the variety of requests Energy Platform and Dynamics 365 can deal with per day).

If you would like the sector assist workers visiting a buyer to have the ability to see supply dates or the standing of the client’s assist contract, a Energy App can search for that data from Dynamics 365. Or you can use a Energy Automate workflow to drive a kind in your web site that lets a buyer examine their credit score restrict and request a rise, which assigns a assist ticket to the identical staff; after they approve or decline it, the workflow may routinely ship the client an electronic mail. Extra of this type of integration is being constructed into Dynamics 365.

Energy BI can now routinely create a set of visualizations that will help you discover insights in Dynamics 365 information. Click on Visualize This View in Dynamics 365 to get a brief report (it lasts solely an hour for the time being) with visualizations that spotlight attention-grabbing information. The function is at the moment in preview, however later you’ll save the report back to a Energy BI workspace if it is helpful sufficient to confer with continuously.


Dynamics 365 can name Energy BI to create a report with the attention-grabbing information proven routinely in visualizations.

Picture: Microsoft

One of many guarantees of Dynamics 365 is that it’s going to put an finish to information siloes, whether or not that is between what was once separate CRM and ERP programs by making them modules in Dynamics 365 or utilizing Azure Communication Companies to energy customer support calls.


Collaborative purposes is likely to be one thing Microsoft builds or a customized app you make for your self within the Energy Platform.

Picture: Microsoft

Exposing Dynamics 365 information in different instruments is a part of that. As Common Supervisor of Enterprise Purposes at Microsoft, Brenda Bown informed TechRepublic final yr, it is about breaking down information limitations and “ensuring that our clients have entry to all their information.” What we’re seeing initially are helpful level integrations which you could put collectively for particular person processes that work greatest should you already use a number of Microsoft providers. However as with Loop, that is a part of a long run imaginative and prescient for bringing the programs of report, engagement and intelligence that Dynamics 365 and the Energy Platform signify with the collaboration instruments the place organizations really get work executed.

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