Microsoft Dynamics 365 Roadmap Site – a Helpful Perspective

by | Updated April 20, 2020 | Dynamics 365 for Finance and Operations, Dynamics CRM, Financials

There have been lots of announcements and lots of changes with the evolution of Microsoft Dynamics 365 over the past few months, so it’s hard to keep up with them all.  One positive change that’s occurred recently is the increased visibility of the upcoming features and recently-released features for Dynamics ERP and CRM functionality through the Dynamics 365 Roadmap. Dynamics CRM has had a good roadmap page for some time, but Dynamics AX and NAV had just started theirs recently, so it’s nice to have all of the elements of Dynamics 365 in one roadmap page.

The new roadmap site is https://roadmap.dynamics.com – it should be easy to remember the URL.

Dynamics 365 Roadmap website

Dynamics 365 Roadmap website

Here’s a little primer on how to use the Microsoft Dynamics 365 Roadmap site:

  • Top bar – the top/middle section of the site has three options – What’s New, In Development and Previously Released
    • What’s New – this highlights the functionality that has become available as of the latest release of the product.  For Dynamics 365 Plan 1 (formerly known as CRM) this would include the December 2016 release, which is considered the first full Dynamics 365 release.  For Dynamics 365 for Operations (formerly known as AX) this would include the Update 3 releases for AX7.
    • In Development – this list the features that are coming in future releases.  You’ll no doubt wonder when exactly these features will come out, but the site doesn’t tell you that.  You would presume these are the elements that are going to release in the next major update.
    • Previously Released – this is currently blank on the Dynamics Roadmap page but this would typically include features that had come out prior to the latest update.
  • Editions – on the left side you can see two Edition options
    • Enterprise – this includes the Microsoft Dynamics 365 Enterprise Edition which includes Sales, Customer Service, Field Service, Project Service Automation and Operations applications (the products formerly known as CRM and AX)
    • Business – this includes the Microsoft Dynamics 365 Business Edition which will include Sales and Customer Service but currently just includes Dynamics 365 for Financials (SaaS version of NAV)
  • Applications – this can be used to filter the feature list by the available applications

Here’s an example of the write-up for a given feature: (I’m choosing the very popular new CRM feature that allows you to edit records inside the grid view, for more information on how to do this, check out this blog on editable grids)

Editable Grids Feature Write-up

Each feature write-up includes a title and summary of the feature with some detail about how it works and a list of the applications to which it corresponds. The roadmap page isn’t a comprehensive link page that will take you to additional detail about each feature.

I hope you find this page as useful as I do.

 

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