Announcing the Microsoft Planner mobile app for iPhone and Android

As written on blogs.office.com
We are pleased to announce that the new Microsoft Planner mobile app is now available for iPhone and Android phones. Starting today, current Planner users can use this companion app to view and update their plans on the go, addressing feedback we’ve heard since the launch of the Planner web app. For people who are new to Planner, you can first get started by visiting tasks.office.com. Once you’ve created your plans in the web app, you can view and update those plans in the mobile experience.
Planner is available to customers with Office 365 Enterprise E1–E5, Business Essentials, Business Premium and Education subscription plans. Current Planner users can download the app for Android and iOS.
In the coming months, we plan to add push notifications, the ability to create new plans from the mobile app and integration with Intune.
For other feature requests, please visit our UserVoice page and submit your idea. And as always, visit the TechCommunity page to communicate with other Microsoft Planner users and the product team.

For more information on other cloud services, call us at 800-208-4037

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Dynamics 365 Monthly Update – May 2017

By Ryan A. Anderson as written on blogs.msdn.microsoft.com

Featured News

WannaCrypt Software Attack Update

The WannaCrypt software attack that occurred recently is likely to have a minimal effect on CRM/Dynamics 365 customers. Microsoft has issued a statement about the attack: The need for urgent collective action to keep people safe online: Lessons from last week’s cyberattack.
Below is a description of the incident:
A significant number of customers have reported ransomware (Win32.WannaCrypt) that was suspected to be introduced into their environment via email, this malware is using social engineering to target companies. Microsoft Anti-Malware products have been updated and detect the present version of this malware from definition version 1.243.290.0 onwards. The ransomware then propagates in the Customers environment exposing a windows vulnerability that was patched in March 2017 encrypting the contents of the hard drive
Remediation Steps:
Impacted customers should work through their disaster recovery plans to rebuild and/or patch their systems. Microsoft support will render assistance to infected customers in priority and based on business impact.
  1. Install Security Update MS17-010, to PREVENT further spread of the malware.
  2. Create the registry key to disable SMBv1 (used only if Security Update MS17-010 cannot be applied).
  3. Updated Antivirus definitions should be applied (Microsoft Anti-Malware products detect the present version of this malware from definition version 1.243.290.0 onwards).
Microsoft Security Response Center Guidance is published here. Microsoft Security has made available the security fix for Microsoft Security Bulletin MS17-010 for Windows 2003 and Windows XP.
Update the SDK to remove reference to the Azure Access Control Service (ACS)
With the deprecation of the Azure Access Control Service (ACS), it is important to update the SDK authentication code to remove all references to the ACS. Effective from versions Microsoft Dynamics CRM Online 2016 Update 1 (v8.1.1) and Microsoft Dynamics 365 (v8.2), Microsoft removed Live ID support and ACS dependencies on the server-side. It is required to update the references in all client side components as well.
For more information about the impacted versions and a workaround, review this article on the Microsoft Dynamics 365 Team blog.

Dynamics 365 Insider Preview Program

Microsoft will invite customers and business partners to join The Dynamics 365 Insider Program. This program is committed to:
  • providing a solid platform for open and honest feedback to the Research & Development team
  • a forum to experience new features and functionality firsthand
  • a window to road test new software updates
Quite a few changes will be implemented for this new preview program. The onboarding and participation experience are the biggest changes, including:
  • continuous preview enrollment via “one time” registration
  • acceptance of Legal Terms & Conditions covers multiple Dynamics 365 previews
  • advanced notice of Dynamics 365 Private Previews
  • previews will now only be offered for Dynamics 365 Online products
  • feedback and surveys will be continuous vs. one time
  • increased opportunity to participate in private previews
If you’re interested in registering for the program:
  1. Click this link: Register Today – Dynamics 365 Insider Preview Program
  2. Select an available program on the right
  3. Choose “Continue” to complete the required profile information
If you have any questions, contact Dynamics 365 Insider Preview Help.

Updates & Releases

Microsoft Dynamics CRM 2016 Service Pack 1.1 (on-premises)
Update 0.1 for Microsoft Dynamics CRM 2016 Service Pack is now available and includes resolutions for some of the following issues:
  • The Outlook client fails initial configuration with single sign-on (SSO)
  • “Access Is Denied” error message occurs when you change an owner of a record through a lookup field
  • “Access Is Denied” error message occurs when you change an owner of a record through a lookup field.
  • Cancelling SLA Key performance indicators (KPI) does not cancel SLA timer.
Review the Knowledge Base article for a detailed list of resolutions and the Podcast and Overview for more information.

Microsoft Social Engagement 2017 Update 1.4

The MSE 2017 Update 1.4 was just released in May 2017.
New Features
  • Engagement Analytics with Power BI: the Power BI content pack for MSE was extended by a new Engagement Analytics report; adding to the Engagement Performance and Team Performance reports previously released. The report provides additional insights with metrics based on location, sentiment, tags, and authors.
  • Improved usability in Social Selling Assistance: the Social Selling Assistant experience received a first polishing pass. Some updates were made to the UI and the main navigation now contains a direct link to the Post view in Analytics, filtered for private messages, so users can get to their customers’ messages in a single click.
Improvements
  • Improved visibility of links, text and tooltips when using the dark theme.
  • Fixed an issue that prevented sending private messages to Facebook from within Microsoft Social Engagement.
For more information, review the following article post.

Supported email service configurations for server-side synchronization

Dynamics 365 customers with an email service included in their installation are faced with the decision of using server-side synchronization or the email router/Outlook synchronization. In both situations, there are multiple things to consider, including data encryption. This Technet article provides a table showing what’s supported by server-side synchronization for each type of installation. There are also scenarios included that aren’t supported by server-side synchronization.

Additional News

Microsoft to deliver Microsoft Cloud from datacenters in Africa

Few places in the world are as dynamic and diverse as Africa today. In this landscape, there is enormous opportunity for the cloud to accelerate innovation, support people across the continent who are working to transform their businesses, explore new entrepreneurship opportunities and help solve some of the world’s hardest problems. For these reasons, Microsoft is very excited to share our plans to deliver the Microsoft Cloud from datacenters in Africa.
Services include Microsoft Azure, Office 365 and Dynamics 365 — from datacenters located in Johannesburg and Cape Town, with initial availability in 2018. This announcement brings Microsoft to 40 cloud regions around the world — more than any other cloud provider — and will help organizations and people from Cairo to Cape Town accelerate their journey to cloud computing.
For more information about this opportunity, take a look at this post on the Official Microsoft Blog.

Changes in the Dynamics 365 Portal trial strategy

As part of the Dynamics CRM 2016 SP1 release, Microsoft introduced the Portal Service for Dynamics CRM and launchedhttps://experience.dynamics.com, where customers can request a Managed Portal trial to use in their Dynamics tenant.
With the launch of the Dynamics 365 service, the whole trial strategy for Dynamics 365 service has been redefined. Portal trials are now bundled as part of Dynamics 365 trials along with other add-ons like field service and project service. Apart from giving an integrated trial experience, the bundled Portal trials get converted into Paid version automatically when you purchase your Dynamics 365 subscription. This functionality was not available with Managed Portal trials before.
For more information, review Changes in Dynamics 365 Portal trial strategy.

Universal Resource Scheduling Solution for Dynamics 365 Update 1

This past fall, Microsoft introduced the Universal Resource Scheduling Solution in Dynamics 365. Regardless of what type of scheduling your organization is engaged in: Field Service scheduling, Project Service Scheduling, Case scheduling, Lead scheduling, custom scheduling, the Universal Resource Scheduling Solution helps you book your skilled resources to the right work, at the right time, independent of work stream.
Update 1 is now available with new features to enhance the scheduling solution, including:
  • Fulfilled and remaining duration: an out of the box way to track fulfillment of a requirement and filter out requirements which have been fully scheduled
  • Configurable Colors on Resource Summary Rows: option to add colors to the resource summary rows for the daily, weekly, and monthly schedule board views
  • Requirement Search: Users can now search for requirements in the requirements list on the schedule board.
For more information on the Universal Resource Scheduling Solution update, review this post on the Microsoft Dynamics 365 Team blog. Additional update information can be found here.

Sample apps for Project Service Automation T&E entry

Source code samples are now available for two mobile apps which can be used with the Dynamics 365 for Project Service Automation solution. One app is for project team members to enter their time entries and the other app is for them to enter their expenses. Review this blog post for more details on the apps and where to access the download.

Training Corner

Training Sites & eLearning

Get the most up to date training and eLearning information for Dynamics 365 from the Help Center. The highly anticipated Training & Adoption Kit for Dynamics 365 is also available for download which includes user guides, quick reference cards, eBooks for end users and admins. Feel free to modify the content and distribute to your customers.
Want to know what new features are available for both online and on-prem customers? Then check out What’s new in Dynamics 365 Help and Training.

Roll Back Upgrade via Restore Feature

Did you know the Backup/Restore feature in Dynamics 365 can be used to roll back an upgrade? Once upgraded, customers can select a backup from the previous version and restore to it. This will effectively roll the instance back to the previous version.

Invite Users to access Dynamics 365 with Azure business-to-business (B2B)

Customers can invite other users to access their Dynamics 365 CRM (online) instance through their Azure portal. Invited users can access the Dynamics 365 CRM (online) instance using their own login credentials once an Office 365 Global admin has assigned them a Dynamics 365 license and a security role. For more details on how to invite a user, review this article.

Introducing the Data Export Service for Dynamics 365

The Microsoft Dynamics 365-Data Export Service is a free add-on service made available on Microsoft AppSource that synchronizes Microsoft Dynamics 365 (online) data to a Microsoft Azure SQL Database store in a customer-owned Microsoft Azure subscription. The Data Export Service synchronizes the entire Dynamics 365 data initially and thereafter synchronizes delta changes on a continuous basis as they occur in the Microsoft Dynamics 365 (online) system. This helps enable several analytics and reporting scenarios on top of Dynamics 365 data with Azure services, such as Power BI or Machine Learning and opens up new possibilities for customers and partners to build custom solutions. For use cases and to learn how to set up the service, take a look at this article.

Analyze your Dynamics 365 business processes with Power BI

The new Process Analyzer Content Pack for Power BI is now available for Dynamics 365 version 8.2 and higher. This content pack links directly to the Dynamics 365 database, creating interactive data visualizations that help provide insights into business process flows. Track service performance with metrics like volume in processes with average duration in stage (broken down by stage), the process stage funnel, volume over stage completion date, and velocity through stages (with duration and days since completed). Users can create personalized business-process analytics that are most relevant to them and explore the information using the Power BI portal.

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Azure Monitor

Get the granular, up-to-date monitoring data you need—all in one place

azure monitoring - managed solution

View and manage all your monitoring data easily

Know every detail as it happens—all from one dashboard—with Azure Monitor. You get detailed, up-to-date performance and utilization data, access to the activity log that tracks every API call, and diagnostic logs that help you debug issues in your Azure resources. All the monitoring data you need to operate and maintain your Azure resources is centrally available through Azure Monitor.

Set up alerts and take automated actions

It’s better to detect an issue before it affects your business. With Azure Monitor, you can set up alerts and respond proactively to events by setting up automated actions such as autoscaling a resource, starting an Azure Automation runbook, or calling a webhook.

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Diagnose operational issues quickly

When a problem occurs, you need to find the source fast. Azure Monitor gives you the basic tools you need to analyze and diagnose any operational issue, so you can resolve it efficiently. Create dashboards with graphs of performance metrics, search through subscription activity, and share your insights with others.

Integrate with your existing tools

Get rich end-to-end monitoring and analytics by combining Azure Monitor with the analysis tools familiar to you. Azure Monitor integrates with Application Insights, Operations Management Suite Insight & Analytics, and a variety of partner tools. It also offers REST APIs and webhooks that you can use to build custom integrations.

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Windows 10 Tip: Import data from another browser to Microsoft Edge in one step

By Elana Pidgeon as written on blogs.windows.com
Today, we’re sharing how you can import your favorites, browsing history, and other data from another browser to Microsoft Edge with the Windows 10 Creators Update – all in one simple step.

Here’s how to import your data:

Microsoft Edge displaying the Windows Blogs and showing the menu for importing data from another browser to Microsoft Edge

In Microsoft Edge, click on the three dots in the upper-right-hand corner, then on Settings.

Under “Import favorites and other info,” click the “Import from another browser” button. Then, choose the browser from which you’d like to move your data.*
Have a great week!
*Microsoft Edge can import browsing history, passwords, and other data only from Internet Explorer and Google Chrome. Favorites can be imported from Google Chrome, Mozilla Firefox, Internet Explorer and 360.

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Skype at Build 2017

Skype brings developers and consumers closer together at Build 2017

As written on blogs.skype.com
At last year’s Microsoft Build conference, Satya Nadella announced Skype’s leap into the world of conversational computing, officially opening up the Skype platform with the debut of Skype chat bots—intelligent helpers you can add directly into your chats to make life more productive and fun.
We’ve learned a lot in the past year, and have been taking feedback from our great bot partners, hackathons, and online communities to make Skype the best possible experience for both consumers and developers.
This year at Microsoft Build 2017, we are thrilled to take things even further, evolving Skype as a platform for bots to a fully extensible and open platform for developers to integrate their technologies in order to build great conversational experiences.

What’s New

Evolve – Skype Bots are evolving: This time last year, we announced the first preview chat and calling bots available on Skype. Since then, the capabilities and intelligent APIs have evolved tremendously to enable a blend of natural language and rich GUI interactions. Bots can chat in both 1:1 and group conversations, and can use video and audio cards with quick actions to guide the conversation. And today we announced our real-time video SDK preview for enabling interactive video experiences.
Expand – Talking video bots: These new bots can now be a direct participant in 1:1 or group Skype video calls using the real-time media platform for bots being released in preview. This platform provides real-time, voice and video streams of a Skype call which allows developers to build personal, immersive communications experiences with services and brands. Developers can now use their creative talents to create engaging, entertainment, and educational assistance bots with rich and interactive media content built into the experience.
Extend – You can now build your service directly into Skype: In the next few months we’ll be rolling out Skype Add-ins, a new feature to make it easier for developers to integrate their applications into 1:1 and group conversations. Developers can build on their existing web investments and provide consumers unique ways of bringing experiences into their Skype conversations without leaving the app.
Embed – Bring Skype chat to any website: Another new feature, Skype Web Control, lets developers bring the Skype chat canvas onto any website with only two lines of code. Web Control works with both bots and real Skype accounts, meaning you can easily chat with a bot, business, or individual from any web-control enabled website without needing to sign into Skype. And if you are a business owner or independent developer, you can easily use web control to plug your relevant Skype chat window into Bing to maximize exposure.
Monetize – Bot Payments: Now, as a developer, you can easily enable payments in your bot through the Microsoft Bot Framework, allowing consumers to make purchases directly in a Skype Bot chat, with the security of Microsoft Checkout, giving consumers the power to purchase directly through a bot without switching apps.
Grow – More surfaces for Skype: We’re also happy to share that Skype calling will be available on the Harmon Kardon Invoke, with voice activated commands that enable users to call individual contacts, businesses, or even communicate directly with talking bots, meaning your Skype experience can extend further than ever before. Stay tuned for more to come in this space in the near future!
This past year has been a fantastic learning experience for all of us as Skype and we strive to enable the best conversational experiences that help people be more connected to the things they care about, and more productive in their daily lives. We’re excited to continue to evolve the Skype platform into the best canvas for communication powered experiences. In addition to building more intelligent bots, developers can now also extend the power of the Skype canvas with Add-ins and even embed Skype directly on their website. Whatever your scenario, we want to help developers create the optimal experience across the entirety of a conversations, empowering them to surprise and delight consumers in the process.

killer feature is office - managed solution

Microsoft’s killer feature for its Chromebook competitor is Office

By Romain Dillet as written on techcrunch.com
Microsoft just unveiled a new operating system at a press event this morning. Windows 10 S is a streamlined and more secure version of Windows 10. But it still looks and feels like a normal PC. And it runs essential apps like Word, Excel and PowerPoint.
While I haven’t used Office apps for years, I spent most of my days using them back when I was in a student. I used Word to write papers, PowerPoint to prepare presentations and Excel to calculate stuff. And this is a great way to convince companies to buy Office subscriptions as most employees are already familiar with Office apps.
Microsoft is fully aware of that and plans to take advantage of that with its Chromebook competitors.
Sure, you can use Word Online, Google Docs and other web apps on your Chromebook. And Google has been saying for years that you’ll soon be able to run Android apps on your Chrome OS device. But very few Chromebooks currently support Android apps, such as Word, Excel and PowerPoint for Android.
Microsoft is restricting Windows 10 S devices to Windows Store apps. It means that you won’t be able to download app from the your browser and install it. Developers will have to submit their apps to the Windows Store first.
But the company instantly reassured everyone by saying that Office apps are coming to the Windows Store soon. So it means that you’ll be able to buy a $189 Windows 10 S laptop and run full-fledged Office apps. And if you’re a student or teacher, Office 365 is free.
Microsoft is probably going to use Office apps in its advertising campaigns for Windows 10 S devices as it’s a sweet deal if you want a cheap device that runs Word. This is going to be Microsoft’s killer feature when it comes to selling those devices and eating up Chromebook’s market share.
Now it’s still going to take years as schools don’t take this kind of decisions lightly. Districts don’t switch to another vendor because Microsoft is slightly ahead of the competition. It’s going to be a long fight, but it looks like Microsoft thinks it’s worth starting it.

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Automatically create process diagrams in Visio from Excel data

As written on blogs.office.com
Today, we’re excited to announce Data Visualizer, a new Visio feature that automatically converts process map data in Excel into data-driven Visio diagrams. This update, which is available to Visio Pro for Office 365 users, helps reduce manual steps while giving business analysts even more ways to create process diagrams in Visio.

Automatically create process diagrams from Excel data

Diagrams don’t always start in Visio. They often begin as hand-drawn sketches or—in today’s data-driven age—in Excel. Using Data Visualizer, business analysts can represent process steps and associated metadata in a structured Excel table and quickly convert that information into a visualized Visio diagram. You can do this by either using a premade Excel template or an existing spreadsheet of your own design. The premade templates—there’s one for basic and one for cross-functional flowcharts—provide a sample mapping table to populate with diagram metadata. The table includes predefined columns for process step number, description, dependencies, owner, function, phase and more. You can also customize the table with your own columns to meet specific business requirements.
Once the table is populated, Visio’s wizard helps you complete the remaining steps to transform your Excel data into a Visio process diagram. If you customize the premade template or create one of your own, the wizard helps you map certain flowchart parts, like swim lanes and connectors. The resulting diagram is linked to the Excel table, so if the underlying process data is modified, the diagram updates accordingly. Likewise, shape modifications in Visio are preserved if the Excel data changes.

Additionally, analysts can save their Visio diagrams and the underlying Excel mapping table as a single package using the “Export as a Template Package” feature. These packages can be shared and reused by others, eliminating the need to recreate the same diagram from scratch while encouraging process consistency across the organization.
No matter your preference—whether creating diagrams from a template or your own spreadsheet—the underlying Excel data travels with the related Visio Pro for Office 365 file, helping ensure your team always has the latest diagram version.

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Outlook Customer Manager now rolling out worldwide with enhanced capabilities

As written on blogs.office.com

The Outlook Customer Manager provides an easy way for small businesses to track and grow customer relationships from right within Outlook. Today, we are pleased to announce the Outlook Customer Manager is now rolling out to all Office 365 Business Premium subscribers worldwide, and is also now available for Outlook on the web and Outlook for iOS. In addition, we’ve enhanced the Outlook Customer Manager to help you manage customer relationships more effectively, including intelligent reminders and integration with Bing, Cortana and Microsoft Flow.

More ways to access Outlook Customer Manager

Last November, we released Outlook Customer Manager for Outlook for Windows desktops and since then we have been working to expand the service across platforms. Today, we’re excited to announce the availability of Outlook Customer Manager for Outlook for iOS and Outlook on the web.

We know that access to customer information is often useful when you’re on the go. The Outlook Customer Manager add-in—now available in Outlook for iOS—gives you a quick view of a customer’s information or a deal in progress. To get started, under Add-ins, next to your email in Outlook for iOS, just tap the Outlook Customer Manager add-in. The standalone mobile app for the Outlook Customer Manager will allow you to take a detailed look at all your customers and deals, and will be available in the iOS App Store in the coming weeks.

Quickly get to customer information with the Outlook Customer Manager add-in for Outlook for iOS.

In Outlook on the web, just click the Outlook Customer Manager icon to see a quick view of customer information, such as emails, meetings, calls, notes, files, tasks, deals and deadlines. Over time we will add more functionality, including a detailed view of all your customers and deals.

Now view customer information in Outlook on the web.

Additionally, Outlook Customer Manager is now available in 39 languages, so you stay on top of your customer information in many more ways.

Get automatic reminders for emails containing customer inquiries

Within the busy day of a business owner, it’s easy to miss important emails from customers—especially when you’re heads down attending to urgent tasks. Outlook Customer Manager helps you stay on top of customer inquiries by understanding requests made in email. When an email arrives, Outlook Customer Manager looks to see if it contains a request for a meeting, information or a file, and automatically creates a reminder for you on the Today page.

Get timely reminders on the Today page.

Auto-fill customer business information with suggestions from Bing

Outlook Customer Manager lets you associate all the people you deal with from a company together, to give you one view of information coming from various sources. But spending time to set up up-to-date information on a company can keep you away from more important work. To save you time, Outlook Customer Manager now suggests company information surfaced from Bing. If you accept a suggestion, the business address, website and other information found online are automatically added to the company’s profile in Outlook Customer Manager. This feature is currently available to users who have chosen English-US language setting in Outlook.

See company information suggestions from Bing.

Let Cortana automatically schedule meetings with customers

Setting up a meeting with customers can be time-consuming—often taking more time than the duration of the meeting itself. Leveraging the new Microsoft incubation project Calendar.help, Outlook Customer Manager now offers you the option to let Cortana, your personal digital assistant, arrange meetings on your behalf, so you can focus on more productive work. The first time you try this feature, Outlook Customer Manager will walk you through the Calendar.help Preview sign-up steps. You’ll see this capability if you’re in the Office First Release program.

Delegate meeting scheduling to Cortana.

Add Outlook Customer Manager to your business workflows

Maintaining consistent customer information across the various apps your business uses can be a hassle. We made it easy to connect to Outlook Customer Manager using Microsoft Flow, so you can automate repetitive multi-step workflows needed to manage customer information. For example, with a few clicks, you can ensure that new subscribers who sign up for your newsletter in MailChimp are automatically added as business contacts in Outlook Customer Manager. To help you get started, we created a few templates.

Add Outlook Customer Manager to your workflows with Microsoft Flow.

Get started with one click

Getting started with Outlook Customer Manager is easy. We’re now rolling out to Office 365 Business Premium customers worldwide and expect to be fully rolled out in the next few weeks. You’ll know the service is available for your Office 365 account when you see the Outlook Customer Manager icon on the home tab in Outlook for Windows—just click the icon to get started.

Start with one click in Outlook—no download or installation needed.

Learn more

We put together the following resources if you need more information on Outlook Customer Manager:

  • Join us for an Ask Microsoft Anything (AMA) session, hosted by the Microsoft Tech Community on May 9, 2017 at 9 a.m. PDT (UTC-8). This live online event will give you the opportunity to connect with members of the product and engineering teams who will be on hand to answer your questions and listen to feedback. Add the event to your calendar and join us in the Outlook Customer Manager AMA group.
  • Read this support article.
  • Check out the video:

We are excited for you to begin using Outlook Customer Manager to stay on top of customer relationships and grow your business.

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