How to Prepare for the Spring 2019 Release of Dynamics 365 for Customer Engagement (CRM)

by | Updated October 28, 2019 | Dynamics CRM

The Spring Release of Dynamics 365 for Customer Engagement (CRM) is scheduled for April 26, 2019. This release will have a variety of new features and will be the first release of D365 that is automatically delivered to all clients.

One major update includes enhanced features and functionality for the Microsoft 365 Admin Center. This is the common entry point for managing all your D365 services. All IT admin tasks that you currently complete in the admin center today will continue to be supported. However, the look and feel will change with a simplified admin experience featuring:

  • Improved user, device, and settings management to make common, everyday tasks more efficient
  • Targeted, intelligent recommendations and actionable insights to help your org get the most out of your Microsoft 365
  • Tailored admin center experiences for your organization and admin role to provide a focused environment

The admin center will automatically be updated with the April Dynamics 365 release. If you would like to experience it today, you can preview the site by clicking on the toggle in the upper right corner of the admin center dashboard. Once this update is released, you can revert to the old version by using that same toggle button.

Testing the new version of D365 CE

System administrators should take the time from now until the release to test the new version by opting into a release preview within their sandbox instance. This allows you to explore and test features, workflows, and customizations ahead of the deployment.

To access the preview, go to the Power Platform Admin Center in Environment and select the sandbox instance. On the right side, a box says Updates. Select the manage button in the top right and Activate the preview.

All testing that takes place within the preview area will not impact your live system.

Testing should be completed prior to April 26, when the update is automatically applied to all Dynamics 365 online instances. It is important to test your customizations and codes with this new release. Review the list of known issues to identify anything that may impact your business.

If you would like to enable the update prior to April 26, you can do so in the Admin Center. This will allow the update to take place during business downtime. Once you have enabled the update, it cannot be reversed. However, you can restore to a prior backup version of the updated environment if needed. If you do not manually enable the update, it will automatically take place on April 26.

Please note, only certain features are available prior to April 26. Other features may be available in preview through System Settings.

Microsoft has put together the following flow chart which shows the steps needed to enable the April 2019 release prior to it being enabled automatically.

 

If you encounter any issues while setting up or testing your environment, please reach out to us at Stoneridge and we’ll be happy to assist.

Related Posts

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

march

03mar10:00 am10:30 amThe Modern Manufacturer - MRP vs. MPS – What, When and How

03mar2:00 pm2:30 pmLot Management Best Practices for Batch Manufacturers

10mar10:00 am10:30 amEnhancing the Customer Experience and Driving More Business with Dynamics 365 Customer Service

10mar2:00 pm2:30 pmThe Five Steps to Managing Sales Tax

11mar11:00 am12:00 pmConfab with Stoneridge - Livestream - Power Apps Component Framework Power Hour

17mar10:00 am10:30 amThe Modern Manufacturer: Pro Tips for your Finance Team

24mar10:00 am10:30 amUnlock the Potential of Digital Marketing with Dynamics 365 Marketing

25mar11:00 am12:00 pmConfab with Stoneridge - Livestream - The Four Keys to Choosing the Best ERP or CRM Solution

31mar10:00 am10:30 amThe Modern Manufacturer: Keys to Reporting Success

31mar01aprTraining Class: Financial Reporting W/Account Schedules for Dynamics 365 Business Central

april

31mar01aprTraining Class: Financial Reporting W/Account Schedules for Dynamics 365 Business Central

07apr10:00 am10:30 amBoost Seller Productivity and Close More Business with Dynamics 365 Sales

07apr2:00 pm2:30 pmEnsuring Quality for Batch Manufacturers

08apr11:00 am12:00 pmJumping into the Deep End of the Data Lake

14apr10:00 am10:30 amThe Modern Manufacturer: Cost Accounting in D365

22apr11:00 am12:00 pmMoving from Manual to Automated with Strategic Automation Strategies

28apr10:00 am10:30 amThe Modern Manufacturer: Best Practices for Inventory Turn

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X