Microsoft Dynamics 365 Customer Engagement Product Updates

Microsoft Customer Engagement 2021.2 Release Highlights

November 04, 2021
Increase Your Productivity Through Intuitive Communications

The 2021 release wave 2 for Dynamics 365 and industry clouds brings new innovations that provide you with significant capabilities to transform your business. The release contains hundreds of new features across Dynamics 365 applications, including custom power app development, UX and UI updates, global search capabilities and more. These innovations can improve functionality across essential features, such as supply chain management, customer service, Business Central and others.


Power Apps Custom App Deprecation Moves Microsoft Toward Modern Changes

Say Goodbye to 'Classic 'View' With Forms Built in Power Apps

Personalize Your CE View With Custom Columns

New Global Search Functionality

Power Apps Custom App Deprecation Moves Microsoft Toward Modern Changes

Three notable changes in Microsoft Power Apps are set to improve the user's experience from the app switcher, app designer, custom app and more. Microsoft is making modern changes to the Power App interface to improve productivity and simplify controls.

Say Goodbye to 'Classic View' With Forms Built in Power Apps

With the ease of the latest in form creation, you can modernize your processes and manage building forms more creatively to bring in higher engagement.

Personalize Your CE View With Custom Columns

In the latest upgrade of Microsoft's Customer Engagement, all users can now update their Views with the column customizing tool. No longer do you need to request to add a special view from the system administrator. Users can now add or swap related fields with a simple drag-and-drop option in this release.

New Global Search Functionality

To find your records quickly in Dynamics 365 Customer Engagement, you can search across multiple record types simultaneously. The results of the search are shown in groups, sorted by entity type. Global search functionality delivers fast and comprehensive results across multiple tables in a single list, sorted by relevance. In addition, Global search has the following benefits:

Fast and accurate search: Provides a precise and quick search experience for model-driven apps and superior performance to quick find search, formerly known as categorized search. Check the App passes capacity for your environment.

Suggested results as you type: Finds what you're looking for and shows you the top results, as you type.

Better matching: Finds matches to any word in the search term for columns in a table. Provides a better user experience compared to quick find search, where all words in the search term must be found in one column.

Smart: Finds matches that include inflectional words such as stream, streaming, or streamed.

Microsoft Document Global Search: Includes search results for text in documents stored in Dataverse, such as PDF, Microsoft Office documents, HTML, XML, ZIP, EML, plain text and JSON file formats. It also searches text in notes and attachments.

Underlying data: Understands data types like Choice and Lookup to effectively interpret a search query that includes multiple search terms.

Advanced search: Lets you use simple Boolean operators in your search term and craft the query to get the results you want.

Intelligence: Applies AI technology to interpret natural language such as misspellings, common abbreviations and synonyms to deliver quality results.

Stay In Touch

Sign up to stay up-to-date with the latest accounting regulations, best practices, industry news and technology insights to run your business.

Related News & Insights
Vision and Roadmap of Microsoft’s Business Applications Platform
Spend an Hour With the Dynamics Biz Apps CTO

April 11, 2024 | 10:00 AM - 11:00 AM PT
Microsoft Warehouse Management: Optimizing Healthcare Supply Chains
Experience how Microsoft D365 optimizes healthcare warehouse management.

December 7, 2023 | 11:30 AM - 12:30 PM PT
It’s Time to Make the Switch From On-Premise to Cloud – Here’s Why
Learn how transitioning to the cloud can help you maximize your resources and bolster your cybersecurity defenses.

March 27, 2023