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LISA Reach – January 2023 Wave 2 Release – Release Notes

NEW FEATURES – LISA Reach Sales (Microsoft Dynamics 365 Sales)

File Name: LISAReachSales_Jan2023_Wave2.zip

Enterprise Subscription Automation CRM Solution: SubscriptionManagementCDM_1_2022_7_36_managed.zip (New Version)

Dual Write Maps: BluefortSubscriptionManagementdualwriteextensions_1_0_0_32_managed.zip (New Version)

New Features:

  • With this release it is now possible to generate smart subscription opportunities. The logic is run based on the subscription dataset in LISA BusinessPro and the resulting subscription opportunities are generated in LISA Reach Sales in Dataverse. Generic information and a configuration guide for this functionality can be found here. We will also be releasing a demo recording on the learning portal soon.

Bug fixes and other functional and performance improvements.

NEW FEATURES – LISA Reach Operations (Microsoft Dynamics 365 Project Operations)

File Name: LISAReachOperations_Jan2023_Wave2.zip

LISA Reach Operations CRM Solution: BluefortLISAProjectOperationsIntegration_1_0_0_4_managed.zip (New Version)

Dual Write Maps: BluefortLISAProjectOperationsDualWrite_1_0_0_3_managed.zip (New Version)

New Features:

  • LISA Reach Operations has been extended to also support creation of Project hours entitlements directly from the Dataverse/CRM side of Project Operations which are synchronized to FinOps side using dual-write.

Bug fixes and other functional and performance improvements.

Dual Write mappings changes

Project subscription entitlements v (LISA Reach Operations)

CDS subscription opportunities v1.0.0.0 (LISA Reach Sales)

CDS Subscription plan lines v1.0.0.4 (LISA Reach Sales)

Deployment Guides

LISA BusinessPro

LISA Reach Sales

LISA Reach Operations

Updated on May 28, 2023

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