We are excited to announce that we have released the source code for Dynamics 365 – Portals. The source code is released under an MIT license which is a very permissive popular open source license. The source code is consistent with the same code that is used to host our July 2017 portal release (version 8.3).
This source code distribution will enable customers to customize the asp.net code that is used to run their portal and will support both Dynamics 365 online and on-premise deployments. The source code is released as a one-time distribution with no plans on updating it, and it is offered as an as-is sample with no support.
We recommend customers to continue using our portal service that is bundled with Dynamics 365 solutions of more than 5 users, as this provides the most benefits for customers. Customers using our online service will have the benefit of regular updates, a monitored service, automated deployment. and full support through standard channels, inclusive of the benefits of our service offering SLAs.
Customers that choose this source code distribution are fully responsible for fixing any bugs they encounter, performing their own deployments, including hosting costs and other infrastructure licenses necessary to run the product. They are also responsible for monitoring, securing, and operating the portal. These are all significant responsibilities that customers should consider carefully before selecting this distribution.
The source code and installation documentation can be downloaded from here.
Principal Program Manager – Dynamics 365 Customer Engagement Portals
Microsoft acquired Adxstudio in 2015 for its compelling customer engagement features and, over the last two years, has natively built them into Microsoft Dynamics 365. During that transition, Microsoft continued supporting the legacy Adxstudio Portals v7 product. Because you are a legacy Adxstudio Portals v7 customer, we are providing advance notice of changes to our legacy Adxstudio Portals v7 product lifecycle and support.
We are announcing transition options from legacy Adxstudio Portals v7 to Microsoft Dynamics 365 – Portals and a formal support channel to assist you with the transition to these new portal options.
Microsoft began the process of ceasing new license sales for the legacy Adxstudio Portals v7 product in late 2016. As a continuation of this effort, formal support for legacy Adxstudio Portals v7 will end on August 1, 2018. We suggest you use this interim timeframe to plan ahead for the August 1, 2018, deadline and determine the best transition path forward for your organization.
With these important changes to legacy Adxstudio Portals v7, there are three options for your organization to consider going forward:
Support options will vary depending on your situation and desired approach.
Product support for legacy Adxstudio Portals v7 is offered through paid support tickets or bundled with various services and entitlements such as MSDN and Premier agreements. Product support for legacy Adxstudio Portals v7 will end on August 1, 2018.
Read more about support for legacy Adxstudio Portals v7 and Microsoft Dynamics 365 – Portals here.
Microsoft Dynamics 365 – Portals (v8+) includes the following list of new features:
Documentation to assist with migration to the Microsoft Dynamics 365 – Portals is being developed and will be available soon. Microsoft will host a webinar in which subject matter experts will discuss the transition in further detail. Details around the webinar will be available the week of September 18, 2017. Please refer to the Microsoft Dynamics 365 Team blog for documentation availability and webinar information. You can find more information on how to administer and manage Microsoft Dynamics 365 - Portals here.
There are several experienced Microsoft partners who may be able to assist you with answering questions about your migration to Microsoft Dynamics 365 – Portals. Additionally, please reach out to us at email@example.com, or reach out to your Microsoft representative or your partner if you have any additional questions or concerns around this announcement.
Again, thank you for being a valued customer of Microsoft.
Microsoft Social Engagement 2017 Update 1.8 is ready and will be released in August 2017. This article describes the fixes, and other changes that are included in this update.
Microsoft Social Engagement 2017 Update 1.8 introduces the following features:
Microsoft Social Engagement extends listening and engagement capabilities to LinkedIn Organization Pages you administer allowing you to interact with your company’s audience and analyze the data from your pages directly in Microsoft Social Engagement.
Social Engagement lets you search for all posts and comments on your own LinkedIn Organization Pages, also known as LinkedIn Company Pages. You can add any LinkedIn Organization Pages you administer as social profiles in Social Engagement. After a page admin has added the Page and shared it with other users, they can like posts and reply to posts and comments on behalf of the LinkedIn Organization Page from within Social Engagement.
More information: Add a LinkedIn Page rule
In addition to the new features, Update 1.8 addresses the following issues:
Internally, Microsoft runs every aspect of the company using data. We refer to this as our “Data Culture”. As the leader of business intelligence and analytics for James Phillips, the Corporate Vice President who leads the Business Applications Group, I am often asked why and how we manage user feedback. With this post, I would like to share our practices around collecting and using data to accelerate development of business applications like Power BI, Power Apps, Microsoft Flow and the range of Dynamics 365 products.
The primary metrics for Microsoft products in the Business Applications Group are the MAU (Monthly Active Users) and the NPS (Net Promoter Score). These metrics drive our organizational behavior to ensure that people use our applications and that they are satisfied. We view this combination of metrics as a leading indicator of product success and our progress on the mission of empowering every individual to achieve more.
NPS is an industry wide customer loyalty metric and an approach to manage user perceived product quality. At Microsoft Business Application Group, we determine NPS by asking two questions: “How likely are you to recommend <product name> to a friend or colleague?”, followed up by the free-form question, “Why?”.
Users answer the first question on a scale of 0-10 pts. Those who answer 9 or 10 are called promoters, 7 or 8 answers are the passives, and those scoring between 0 and 6 are called detractors. Then the Net Promoter Score is calculated by subtracting the share of detractors from the share of promoters in your population, and can reach values from -100 to +100. The above calculation makes it a very sensitive and useful metric, since shifting user attitudes are immediately visible through a changing score.
Even with that number, we still get the most useful insights from analyzing the comments provided by users as they explain why they would (or wouldn’t) recommend a product. These comments provide valuable direction for Product Managers on what they need to prioritize to ensure the success of their users.
In most of our modern SaaS products we try to capture NPS effortlessly, with a dialogue shown to end users. Below is an example of this survey:
We have put a lot of effort into ensuring this dialogue is as optimized as possible. Users have the options of providing numeric feedback in two clicks, sharing a comprehensive opinion if desired, or simply dismissing the dialogue. We schedule such survey to appear not more often than every 90 days, and only to users that have a history of meaningful activity. Thanks to all these considerations, more than 25% of users who see the dialogue provide us with useful feedback. This is a large share, particularly when compared to the low single digit response rates to the email surveys we used previously.
Even though it is rare for any particular user to see an NPS prompt, we capture a lot of useful feedback this way due to our large user base. All feedback is read daily by the respective Product Managers, and it influences decisions on the agile development of our products. Since many of the Microsoft’s business application products are now releasing monthly or even weekly updates, the opinions of users can quickly turn into new or improved features, or optimized performance.
One of Microsoft’s core values as a company is customer obsession, and this influences even how we process anonymous feedback. We intentionally sort through all feedback manually to stay close to our users, instead of automating it with data science.
It’s common wisdom in business that “the user is the boss”, but for large products it is often difficult to establish an efficient connection from that “boss” to the product decision-makers. In the Business Applications Group, we ensure that all product leaders are motivated to increase NPS, as it is one of the two top KPIs they are held responsible for, as earlier explained in the post on our executive dashboards. Metrics have the power to orient behaviors of organizations, and hence every product team is motivated to read and immediately act on user comments passed via the NPS feedback dialogue. We have seen this on-going feedback process drive rapid development and product strategy choices, and balance investments between product performance and new features. Our users have, in turn, rewarded us with growing NPS scores.
One of my wise managers taught me that no matter how positive or negative it is, “feedback is a gift” that you should be thankful for. So, I would also like to thank all of you -- our users -- for sharing your feedback with us and helping us continuously improve Microsoft’s business applications.
Slawomir Kierner leads business intelligence, data science and advanced analytics for the Microsoft Business Applications Engineering group. Until 2015 he served as a Director of Consumer Intelligence at Microsoft after 11 years with Procter and Gamble, where among other assignments he was a CIO in Central Europe, spearheaded use of Business Analytics and led all digital marketing and CRM operations in 100+ countries of EMEA. He enjoys speaking and writing about enterprise data transformation, data science and NPS.
Last year, we announced that Microsoft Dynamics Marketing would no longer be sold to new customers starting November 2016.
Microsoft has made the decision that Microsoft Dynamics Marketing will be discontinued as of May 15, 2018.
With the discontinuation of service, Microsoft suggests customers explore a few options that may serve their on-going marketing needs, such as: Microsoft Dynamics 365 for Marketing, Adobe Marketing Cloud, and other partner solutions.
A new online service, Microsoft Dynamics 365 for Marketing is expected to release in Spring 2018 and will be available for customers to preview before then. You can sign up for the preview and will be notified when the preview is available: https://connect.microsoft.com/dynamicscustomerengagement.
In the meantime, we suggest that enterprise customers or customers with more advanced marketing needs consider Adobe Marketing Cloud. Please visit this site for more information.
We also recommend that you refer to AppSource to help you find additional applications built on Microsoft Dynamics 365 that may align to your business or department needs
In this blog post we would like to give you some details on the immediate impact on current subscriptions and discuss the future of Microsoft Dynamics 365 for Marketing capabilities.
We understand how the discontinuation of a service can affect the business of our customers and we are committed to helping minimize the impact.
All customers received a document explaining the licensing impact in detail. Here’s a brief summary of the essential information:
Our customers may continue to use the Microsoft Dynamics Marketing service as they do now for the remaining term of their subscription or until the date of discontinuation of service, May 15, 2018, whichever occurs first. Customers can retrieve their organization’s data for up to 90 days from the end of their subscription or the discontinuation of the service, whichever occurs first.
But even better: To help lessen the financial impact on our customers, starting October 1, 2017, we will no longer charge a monthly fee for using the Microsoft Dynamics Marketing service! We will also give prorated credits for prepaid licensing fees for the period between October 1, 2017 until the end of your subscription or May 15, 2018, whichever occurs first.
In addition, customers now will be able to extend their subscription until May 15, 2018.
Our new service, Microsoft Dynamics 365 for Marketing is expected to be released in Spring 2018 in select countries and will be available for preview to our Microsoft Dynamics Marketing customers before then. Customers can sign up for the preview and will be notified when the preview is available: https://connect.microsoft.com/dynamicscustomerengagement
Microsoft Dynamics 365 for Marketing will include features and benefits that our Microsoft Dynamics Marketing customers will find very appealing including audience management and segmentation, messaging based marketing via email, web marketing through landing pages and tracking, campaign management with functionality to model and manage customer journeys across marketing and sales, lead generation and scoring, event management, customer 360 views and analytics.
Microsoft Dynamics 365 for Marketing will be built on the same Dynamics 365 platform as Microsoft Dynamics 365 for Sales and therefore not only supports interoperability between different apps but also provides excellent options for customizations and extensions.
This comparison chart gives a high-level overview on the supported marketing functionality in comparison:
Microsoft Dynamics Marketing customers should evaluate Microsoft Dynamics 365 for Marketing when available in preview, and plan their transition when it becomes generally available in Spring 2018. Microsoft Dynamics 365 for Marketing will be available in select countries in the initial release, with expanded geographic -availability to follow. Customers should check availability for their country with their Microsoft representative or on this blog site as additional information becomes available.
A transition from Microsoft Dynamics Marketing to the Microsoft Dynamics 365 for Marketing will require some effort and should be considered a re-implementation of the marketing execution from a technical and project viewpoint. With the use of the Microsoft Dynamics Marketing Connector for Dynamics 365, customers can prepare by migrating certain data to Dynamics 365. Customers can then build new segments, customer journeys, marketing email and landing pages in Microsoft Dynamics 365 for Marketing.
Adobe Marketing Cloud is the recommended marketing solution for Microsoft Dynamics 365 enterprise customers.
Customers using the Campaign Management functionality of Microsoft Dynamics Marketing in global, enterprise-scale deployments should consider migrating to Adobe Campaign Management as the foundation for a broader enterprise marketing strategy.
We understand that many customers have deployed Microsoft Dynamics Marketing in departments, in smaller organizations or in situations where marketing automation is still in the early stages of maturity. Those customers should consider migrating to Microsoft Dynamics 365 for Marketing or to third party solutions.
AppSource is an excellent place to help you find additional applications built on Microsoft Dynamics 365 that may align to your business or department needs.
Migration options are limited for Microsoft Dynamics Marketing customers using Marketing Resource Management functionality (including project management, budgeting, and asset management) as Microsoft Dynamics 365 for Marketing will not include equivalent Marketing Resource Management functionality. Customers should evaluate if a different application from Microsoft Dynamics 365 or third-party solutions meet their requirements.
Microsoft is committed to helping make your transition as smooth as possible. Please contact your Microsoft partner or account representative. Upon request, a list of partners who may be helpful in the transitioning process will be provided.
The Microsoft Dynamics Marketing Team