Microsoft publishes the roadmap for Dynamics 365 and Power Platform every six months in what are known as release waves. Release Wave 2 2020 is a rollout of new features between October 2020 and March 2021, and there are hundreds of new capabilities to look forward to across Power Apps, Power Automate, Power Virtual Agents, Power BI and Dynamics 365.
To save you from having to read through it all, I’ve put together a summary of the new features that I think are the most important and why. Here are my Top 10 highlights from the Wave 2 2020 release.
10. Power Virtual Agents: Topic Suggestions from Files
Power Virtual Agents allows you to get started quickly and easily by creating conversation topics from content you already have. This new feature adds the ability to create topics from your PDF, DOCX and CSV files as well as your FAQ webpage – so if you have your topics created in Excel, Word or as a PDF, you’ll be able to get them straight into your chatbot and get started.
9. Power Automate (Robotic Process Automation): New Authoring Experiences with Microsoft Power Automate Desktop
8. Power BI: Power Automate Visual
The new Power Automate visual for Power BI will allow you to take action (e.g. send a note, create a task, copy the data) directly from your Power BI report. You will be able to add a button to your report to trigger a flow in Power Automate, that will be able to use the report filters that were applied when the button was selected.
7. AI Builder: Form Processing Models Supporting Multiple Document Layouts
The AI Builder Form Processing model allows you to scan or upload images of your forms, and get the data from the form, all with no code. This new feature means that the AI model will now support multiple form layouts, so you can use it to automatically get data from incoming forms in different formats, such as invoices from your customers.
6. New Dynamics 365 Sales Mobile Experience: Easily Complete Common Tasks On the Go
The new Dynamics 365 mobile app is designed specifically for sellers, optimised for their most common on-the-go tasks. The seller will have easy access to the most important information up front, and can add notes, update accounts and opportunities in seconds. Making it easier for sellers to get data entry done quickly and easily saves them valuable time and ensures sales managers and organisations have the field data they need.
5. Dynamics 365 Sales Insights Sales Accelerator: Boost Productivity with an Intelligent and Organised Work List
Sales Accelerator brings AI into the sales process to help sellers who manage a large volume of customers and tasks in a high velocity sales environment. This feature organises and prioritises lead, opportunities, emails and tasks into a single work list, improving seller productivity and enabling them to qualify leads more quickly.
4. Dynamics 365 Marketing: Run Webinars and Meetings Using Direct Integration with Microsoft Teams
You can now use Microsoft Teams and Dynamics 365 together as a fully integrated online events and webinar platform. Dynamics 365 Marketing allows you to do your end to end event management, from planning, receiving and managing registrations, through to communications and follow up tasks. This new feature brings native integration for Teams Meetings and Teams Live Events to Dynamics 365 Marketing, so that participant attendance is automatically recorded against registrations, and can be used for automated communications and follow up.
3. AI Builder: Receipt Scanning
AI Builder allows you to bring AI into your apps and workflows with no code. Receipt scanning is the newest AI Builder feature, which will allow you to scan and process your receipts, identifying and extracting the key information. That means you can build your own expense apps or workflows from incoming emails, all with low code development.
2. Power Apps: Adding a Custom Page in the Model-driven App Designer
This new feature will allow you to create a completely custom page for your model driven Power App or Dynamics 365 application, using the canvas designer. This means you will be able to create your own custom components for your web-based applications in a low-code environment, completely opening up the possibilities for creating the look and feel you want for your user experience.
1. Dynamics 365 and Model Driven Power Apps: Improved Global Search Experience
We will soon see a new, intuitive, global search functionality coming to Dynamics 365 and Model Driven Power Apps. This will make a huge difference to the experience for every day users, who want to be able to quickly and easily search for the information they need in their data, using keywords and natural language, rather than building queries that require understanding data models and Boolean logic. Users will be able to type what they’re looking for and just find it!
What’s next?
You can stay up to date with when new features become available, and any changes to these features by following the release plans for Power Platform and Dynamics 365. These are dynamic documents which are updated regularly. If you’d like to get a quick overview of these features in a video format, you might enjoy my Wave 2 2020: Top 10 in 10 Minutes video. We run free full day training sessions and regular briefing sessions to help you stay on top of this technology and understand how it can be used in your organisation, and you can follow us on LinkedIn for updates, news and blogs.
About the Author: Lisa Crosbie
Lisa Crosbie is a Microsoft Business Applications MVP (Most Valuable Professional), Microsoft Certified Trainer and Technology Evangelist for Dynamics 365 and the Power Platform. She has helped over 2,000 people get started with Power Platform through the App in a Day program, and she is a regular presenter at Microsoft and community events worldwide.
She runs demos, hackathons, workshops, training sessions, briefings and events at Barhead Solutions to help customers learn about the emerging technologies in the Microsoft Business Applications platform, and to understand how they can be used to solve business problems. You can follow or connect with Lisa on LinkedIn, Twitter and Youtube. Visit her blog where she regularly writers about the Microsoft Technology Stack.