We have exciting news for Dynamics 365 end users. Microsoft has just detailed plans for the first update of 2020. Early access users will have the ability to try out the new capabilities, fixes and improvements in February, and general availability will be released in April. Like always, there are hundreds of new changes across Dynamics 365 and the Power Platform.
We've taken the liberty to list the significant changes across the platform below:
Marketing Features
| Feature |
Enabled for |
Public preview |
Early access* |
General availability |
| Contextual email messages |
End users by admins, makers, or analysts |
Aug 2020 |
- |
- |
| Compliance made easier |
End users by admins, makers, or analysts |
- |
- |
Apr 2020 |
| Support for surveys using Microsoft Forms Pro |
End users by admins, makers, or analysts |
- |
- |
Apr 2020 |
| Ability to test-send dynamic email messages |
End users, automatically |
- |
Feb 2020 |
Apr 2020 |
| Export data to Excel for further analysis |
End users, automatically |
- |
Feb 2020 |
Apr 2020 |
| Improved email content designer |
End users, automatically |
- |
Feb 2020 |
Apr 2020 |
| Improved event management experience |
End users, automatically |
- |
Feb 2020 |
Apr 2020 |
| Improved segment design and management |
End users, automatically |
- |
Feb 2020 |
Apr 2020 |
| Improved customer journey experience |
End users, automatically |
- |
Feb 2020 |
Apr 2020 |
Sales Features
Forecasting
With Dynamics 365 Forecasting, we are introducing a new set of capabilities that empower organizations to natively create and manage bottom-up sales forecast processes.
Licensing
The license enforcement will ensure that users with Team Member licenses can access only the designated app modules for Sales, Service, and Project Resource Hub.
Simplified experiences
As part of our commitment to make Dynamics 365 Sales better, we are continually introducing enhancements that remove unnecessary friction and make experiences easier to use.
| Feature |
Enabled for |
Public preview |
Early access* |
General availability |
| Enhanced experience for adding products |
End users by admins, makers, or analysts |
Feb 2020 |
- |
Apr 2020 |
| Easier selection of email templates |
End users, automatically |
- |
Feb 2020 |
Apr 2020 |
| Manage activities with ease |
End users, automatically |
- |
Feb 2020 |
Apr 2020 |
| Manage feature settings and configure the Sales Hub application from a centralized location |
Admins, makers, or analysts, automatically |
Feb 2020 |
- |
Apr 2020 |
| Sales – Team Member app module |
End users, automatically |
- |
Feb 2020 |
Apr 2020 |
| Save standardized PDF documents to Dynamics 365 Sales or Microsoft SharePoint |
End users, automatically |
- |
Feb 2020 |
Apr 2020 |
| Work with opportunities in the Kanban view |
End users, automatically |
- |
Feb 2020 |
Apr 2020 |
Customer Service Features
Customer Service empowers every organization to provide the best customer experiences and outcomes with purpose-built tools that ensure thorough case management and efficient issue resolution.
| Feature |
Enabled for |
Public preview |
Early access* |
General availability |
| Connected Customer Service (IoT + Customer Service) |
End users by admins, makers, or analysts |
- |
Feb 2020 |
Apr 2020 |
| Agent productivity enhancements to knowledge capabilities |
End users, automatically |
- |
Feb 2020 |
Apr 2020 |
| Configurable case resolution page |
End users, automatically |
- |
Feb 2020 |
Apr 2020 |
| Customer Service app available for users with Team Member license |
End users, automatically |
- |
Feb 2020 |
Apr 2020 |
| Customer Service Hub app is now available by default |
End users, automatically |
- |
Feb 2020 |
Apr 2020 |
| Enhancements in case routing rules |
Admins, makers, or analysts, automatically |
- |
Feb 2020 |
Apr 2020 |
| Enhancements in the queue page |
End users, automatically |
- |
Feb 2020 |
Apr 2020 |
| Familiar, modern email experience for agents |
End users, automatically |
- |
Feb 2020 |
Apr 2020 |
| License enforcement – users with new Team Member licenses |
End users, automatically |
- |
Feb 2020 |
Apr 2020 |
| New work hour calendar in Service Scheduling |
End users by admins, makers, or analysts |
- |
Feb 2020 |
Apr 2020 |
| Rich text notes and keyword search in the timeline |
End users, automatically |
- |
Feb 2020 |
Apr 2020 |
| Support for Site entity in the Unified Interface |
End users, automatically |
- |
Feb 2020 |
Apr 2020 |
| Enhancements in service level agreements |
Admins, makers, or analysts, automatically |
- |
Mar 2020 |
Apr 2020 |
| Automatically create and update records |
Admins, makers, or analysts, automatically |
- |
Feb 2020 |
Jun 2020 |
Field Service Features
Insights
Proactive service delivery
Scheduling
Technician success
