Wed. Jan 26th, 2022

Bringing knowledge from Dynamics into Workplace 365 and Groups means everybody can perceive clients even when they do not take care of them immediately.


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 displaying up in Energy BI.

The announcement mentioned that “Dynamics 365 customers can invite any Microsoft Groups consumer throughout the group to view and contribute to buyer data at no further licensing value.”

The precise specifics of the licensing change have 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 knowledge and [take] motion upon designated situations. These new linked experiences between Dynamics 365 and Groups will make it simpler for Groups customers to entry Dynamics 365 data however solely from inside Microsoft Groups.”

That is smart, as a result of the individuals who want the complete set of Dynamics 365 options will have already got entry to it: That is for folks in different departments who need not work in Dynamics (and would most likely 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 out there 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 shall be way more interconnected, in a extra granular manner than simply pinning a hyperlink to Dynamics to the Groups listing of apps.

You’ll see enterprise data and handle duties in Dynamics 365 Commerce from Groups, put a dialer in Dynamics 365 so you may make a Groups name from the identical UI that tells you which ones buyer you must name or pull up Dynamics 365 Gross sales knowledge in a Groups assembly, and both manner 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 most likely 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’ve got 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 distinct window. The Context IQ characteristic will already recommend related folks in Dynamics 365 Gross sales, Dynamics 365 Buyer Service and Dynamics 365 Discipline Service.

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

However with the ability to reference Dynamics 365 knowledge in a manner that brings the complete context of that knowledge with will probably 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 referred to as Microsoft Loop. (Consider this as giving somebody context, conserving them within the loop and delivering on all these different aspirational enterprise phrases.)

While you paste a hyperlink to a Dynamics 365 report into Groups chat, it’ll 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’ll present up in Outlook as properly should you electronic mail the hyperlink to a report slightly than dropping it right into a chat (though Loop elements can be duties, lists or notes).

Slightly 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 characteristic in Editor (which is changing into way more than a spelling checker).


Use an @point out to discuss 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 crew and have that pull in all of the details about the deal — how the deal is progressing, how a lot income it might usher in, whether or not the shopper has a historical past of shopping for from you and paying their payments on time or needing numerous 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 offer the gross sales crew.

It isn’t all about gross sales. Staff can use Groups to verify how a lot vacation time they’ve left or to ebook a time off by speaking to a chatbot that connects to Dynamics 365 Human Sources.


Trip data in Groups dwell from Dynamics 365 HR with the choice to have a bot ebook your day off.

Picture: Microsoft

The engineers who designed a product may not need to be a part of a buyer gross sales name, however they will use Groups so as to add troubleshooting steps to the Dynamics report for a buyer help request or chat with the service engineer whereas they’re engaged on the issue (who may be utilizing a HoloLens with a Dynamics 365 Guides app constructed with Energy Apps, or simply Groups on their cellphone).


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 help engineer is on the shopper web site however between co-workers who may be working remotely. Additional down the road, Dynamics 365 outcomes can even present up in Microsoft Search alongside PowerPoint slide decks and knowledge from SharePoint libraries; you’ll be able to already see Dynamics 365 data while you search via SharePoint, Bing or the Workplace web site, and that shall be in personal preview for searches within the newly improved Groups search bar someday in 2022.

SEE: The best way to work at home: IT professional’s guidebook to telecommuting and distant work (TechRepublic Premium)

See Dynamics in Energy BI at present

Different Dynamics 365 integrations are coming a little bit sooner.

The information in Dynamics 365 is saved in Dataverse utilizing the Frequent Knowledge Mannequin, which is aware of about frequent enterprise knowledge varieties 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 personal knowledge varieties, resembling a spotlight group, and also you outline the relationships, like focus group contributors, the undertaking the main target group is about or the report that will get created.


The Frequent Knowledge Mannequin covers frequent enterprise knowledge varieties and extra specialised information about particular industries.

Picture: Microsoft

Dynamics 365 has instruments and workflows for utilizing all that knowledge, together with enterprise guidelines and processes and particular merchandise like Dynamics 365 Buyer Insights. However it’s also possible to 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).

In order for you the sector help workers visiting a buyer to have the ability to see supply dates or the standing of the shopper’s help contract, a Energy App can search for that data from Dynamics 365. Or you possibly can use a Energy Automate workflow to drive a type in your web site that lets a buyer verify their credit score restrict and request a rise, which assigns a help ticket to the identical crew; after they approve or decline it, the workflow might mechanically ship the shopper an electronic mail. Extra of this sort of integration is being constructed into Dynamics 365.

Energy BI can now mechanically create a set of visualizations that can assist you discover insights in Dynamics 365 knowledge. Click on Visualize This View in Dynamics 365 to get a brief report (it lasts solely an hour in the meanwhile) with visualizations that spotlight attention-grabbing knowledge. The characteristic is at present in preview, however later you can save the report back to a Energy BI workspace if it is helpful sufficient to discuss with incessantly.


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

Picture: Microsoft

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


Collaborative functions may be one thing Microsoft builds or a customized app you make for your self within the Energy Platform.

Picture: Microsoft

Exposing Dynamics 365 knowledge in different instruments is a part of that. As Common Supervisor of Enterprise Purposes at Microsoft, Brenda Bown instructed TechRepublic final yr, it is about breaking down knowledge obstacles and “ensuring that our clients have entry to all their knowledge.” What we’re seeing initially are helpful level integrations that you would be able to put collectively for particular person processes that work greatest should you already use a number of Microsoft companies. However as with Loop, that is a part of a long term 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 truly get work executed.

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