Microsoft Dynamics CRM is now Dynamics 365

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Picture from http://www.erpsoftwareblog.com/

Microsoft published a very important blog on December 7, 2016 on the Blogs.msdn.microsoft.com/CRM. You can read the entire blog at https://blogs.msdn.microsoft.com/crm/2016/12/05/now-in-preview-relationship-insights-for-dynamics-365/.

What is very important for end users to know is this first paragraph of the blog:

“This year brought major changes to the Microsoft CRM platform—even its name changed from Dynamics CRM to Dynamics 365. Dynamics 365 still provides all the familiar capabilities of Dynamics CRM, but now also aims to break down the invisible barriers that have traditionally existed between CRM, ERP, productivity software, and other systems that business professionals use every day. Going forward, the platform will also take increasing advantage of the scalability, data integration, and advanced processing power of the Microsoft Azure cloud-computing infrastructure. And already now, you can get your first glimpse of some of benefits this change has made possible by previewing the new Relationship Insights suite of features.”

The other helpful information in this blog details where you can find information online about the new RELATIONSHIP INSIGHTS suite, in the Dynamics 365 Online Help. Here are some of the links:

  • For a detailed overview of the various Relationship Insights features and their capabilities, see the Relationship Insights overview.
  • For prerequisites and instruction on how to enable and configure the preview, see Configure Relationship Insights features.
  • For details about auto capture, which finds email messages from your Outlook mailbox that could be relevant to the record you are currently viewing in Dynamics 365, see the Auto capture topic. Messages found by auto capture remain private to you, but you can choose to track any found message with a single click without having to open Outlook. Tracked messages are imported into Dynamics 365 and added as an activity for the relevant record, where the rest of your team can also see them. Auto capture is only available in the web interface for Dynamics 365, though you can also track messages manually using existing controls in Outlook.

If you are having difficulty with understanding the functionality, reach out to your Microsoft Partner.

Microsoft Now Has Quick Start Guides For Office 2016

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I will be the first to admit that I like having manuals to read for specific information.  Microsoft has now authored documents called Quick Starts for Office 2016.   You can see the documents at https://support.office.com/en-us/article/Office-2016-Quick-Starts-25f909da-3e76-443d-94f4-6cdf7dedc51e.

Here are the different versions available.

Resources Online

Download in PDF

Read in Office Sway

For Mac users, the following Quick Start guides exist.  The Office 2016 guides are available to download in PDF.  They include Word, Excel, Outlook, PowerPoint, and OneNote. 

Skype for Business, Mac, and Mobile

Thinking about whether to upgrade to Office 2016?  Take a look at the resource guides to help you decide. 

Microsoft Office 2016 New Features Include Power BI And SQL Server Database Connector

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Figure 1 – from technewstoday.com

Sandy Stachowiak posted a great article on 10 New Microsoft Office 2016 Features to Increase Productivity at http://www.makeuseof.com/tag/10-new-microsoft-office-2016-features-increase-productivity/.

You can read her blog in detail as she does a great job of highlighting new features.  The big features for Dynamics ERP users is the feature for NEW AND IMPROVED CONNECTION options.  Here is what she says.

Connectivity for Excel

You can import data from SAP HANA databases, SharePoint folders, and online services such as Salesforce Objects or Reports. Select Data > New Query and then make the appropriate selection from the drop-down box.

The connectors for IBM DB2 and SQL Server Database have been improved as well. For IBM DB2 you can now choose the Microsoft driver and for SQL Server Database you can include schema information as part of the navigation hierarchy.

Excel2016SQLServerNavigate

 

Connect Excel To Power BI with Publish

Power BI is a service that can transform your data into interactive reports. Using the business dashboard, you can monitor, analyze, and build models easily. Select File > Publish to upload workbooks or export workbook data directly to and from Power BI.

Excel2016PublishToPowerBI

Note that the service requires that you have a OneDrive for Business subscription.