Conga Release Notes contain the following information about the Conga-Dynamics 365 Connector Winter 2020 release:

  • System Requirements and Supported Platforms: Lists requirements and recommendations for installing this release.
  • New Features: Feature Summary provides a high-level description of the new feature with reference to the topic to help you set up and use the new feature.

  • Enhancements: Provides high-level descriptions of enhancements to existing features.
  • Known Issues: Lists known issues that are applicable in this release.

For more information on new features, enhancements, and document improvements refer to What's New in the Conga-Dynamics 365 Connector Administrator Guide.

Packages

The following solution and plugin DLLs are required to upgrade to this release to utilize all the new features of this release. These are the minimum required versions; later versions are also supported. Separate prerequisites for each feature can be found in the respective guides. The packages marked as (New) are new packages in this release.

ProductLatest Certified Version
Conga-Dynamics 365 Solution (New)1.0.0.8 

System Requirements and Supported Platforms 

System Requirements
ItemRequirement
CRMMicrosoft Dynamics 365
Browser

Conga supports the following browsers:

  • Microsoft Edge Chromium
  • Google Chrome

Conga recommends the latest stable version of the browser for the best performance.

Internet Explorer is not supported.

New Features

The following features are new in this release.

Application Name Rebranding

As part of our rebranding effort, the product name has been changed from Apttus-Dynamics 365 Connector to Conga-Dynamics 365 Connector. This is reflect in both the product and accompanying documentation. Previous versions of the connector and accompanying documentation will not be modified.

Enhancements

The following section describes existing features that are changed (or are no longer supported) in this release.

Support for Special Characters

Conga-Dynamics 365 Connector has added support for special characters in String, LongString, and SelectOption fields. 

Appending Text to a Field Value

When mapping fields, you can now configure additional text to be appended during sync to the same field value in the destination org for fields of type String. This allows you to do things like inserting the value of the field into a URL (for example https://www.example.com/{field-value}/index.html).

Get Started
For more information, refer to the topic "Mapping Fields" in the Conga-Dynamics 365 Connector Administrator Guide.

Automated Scheduling

The manual process for creating a data sync scheduler is now automated through Microsoft Power Automate.

Activate the Default Power Automate Flow

To make sure that scheduled sync works properly, you must set up the default Power Automate flow after importing the connector solution into Dynamics 365. This is a new required step in the process of deploying the connector in Dynamics 365.

Get Started
For step-by-step instructions to active the Power Automate flow, refer to the topic "Deploying the Connector" in the Conga-Dynamics 365 Connector Administrator Guide.

Specify Power Automate Connection Id for Dynamics 365 Connection

You must now provide the Power Automate Connection Id when setting up any connection to Dynamics 365.

Get Started
For step-by-step instructions to obtain and specify the Power Automate Connection Id, refer to "Configuring Data Sync Connections" in the Conga-Dynamics 365 Connector Administrator Guide.

Sync Frequency and Sync Interval Fields 

Two new fields have been added to the Setup Sync Group page: Sync Frequency and Sync Interval. These fields configure how often the sync group is scheduled for data sync. When you specify valid values for these fields, objects and fields in the sync group automatically sync to the destination org according to the specified frequency and interval.

Administrators are now no longer required to set up a process in Dynamics 365 to schedule data sync. 

  • Existing customers must delete the existing scheduler process for any sync group with these fields specified for data sync to execute at the specified frequency.
  • Existing sync groups must be modified to specify values for these fields to enable any automation features.

Get Started
For a description of these fields and how to specify them for a sync group, refer to the topic "Setting Up Sync Groups" in the Conga-Dynamics 365 Administrator Guide.

Known Issues 

The following table provides a cumulative list of known issues up to this release.

Conga Internal IDDescription
DYN-421The connection password field does not show hidden characters after the connection is saved.
DYN-422In some cases when creating a new connection, the "Password field is not filled" message is displayed to the user when the password field is filled.