Skip to main content

3 Pros Share their Microsoft Dynamics 365 / CRM v9 First Impressions

by Linda Rosencrance
Contributing Writer, MSDW

Microsoft has made version 9.0 of its Dynamics 365 Customer Engagement apps generally available for new instances.

The new version includes updates that had been part of the previously-named July 2017 update, which was previewed in June.

Microsoft has highlighted three key classes of change in v9:

  1. The user interface for the tablet and phone;
  2. A transition to Azure services rather than the legacy CRM Online server architecture (at least for new systems);
  3. The separation of the software architecture between app (Sales, Customer Service, Field Service, etc.) and platform.

Here are three blog posts from CRM veterans that provide early impressions of some of the new features in v9.

Dynamics V9: Accounts that Have no Opportunities (almost there)

On the It Ain't Boring blog, Alex Shiega wrote that recently he wanted to test a feature on Dynamics 365/CRM v9 that many people have been awaiting - the ability to use "Advanced Find" to answer the age-old question: What are all the accounts that have no opportunities?

However, although the feature is now included in v9, Shiega describes it as "not fully there." That's because In V9, there are two types of filters you can choose for the related entities: Contains Data, which provides the same filter behavior as in the earlier versions, and Does Not Contain Data, which is what allows you to identify accounts with no opportunities.

But if you use that filter, all your filters on the related entity will be deleted (e.g., disallowing you from narrowing those accounts with no opportunities in the current fiscal year).


FREE Membership Required to View Full Content:

Joining gives you free, unlimited access to news, analysis, white papers, case studies, product brochures, and more. You can also receive periodic email newsletters with the latest relevant articles and content updates.
Learn more about us here

About Linda Rosencrance

Linda Rosencrance is a freelance writer/editor in the Boston area. Rosencrance has over 25 years experience as an reporter/investigative reporter, writing for many newspapers in the metropolitan Boston area. Rosencrance has been writing about information technology for the past 16 years.

She has covered a variety of IT subjects, including Microsoft Dynamics, mobile security issues such as data loss prevention, network management, secure mobile app development, privacy, cloud computing, BI, big data, analytics, HR, CRM, ERP, and enterprise IT.

Rosencrance is the author of six true crime books for Kensington Publishing Corp.