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WARNING: This is a document in progress, and there are likely to be many changes to it.


This document serves as a quick reference for some of the biggest changes between Dynamics 2011 and Dynamics 2016.

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2016 (stated as 365 in most of the program) has a different layout for dashboards.


Personal options (such as open as new tab instead of new window) are now located on the top right of the screen.



There is now a more general, global search at the top right of the screen in Dynamics 2016.


Navigation is a major change in 2016 when compared with 2011.


Person Record

The People view is very similar, just navigated in different ways. New in 2016 is the arrow to the right of “People” at the top of the page can be selected to show the most recent people you looked at.


The ribbon is quite different in 2016 as well. Most of the same functionality is available, though some things have moved.



In 2016, the ribbon is dynamic and appears with options for a person once you have selected one. There are also more options in the ellipsis, as shown in the screenshot below.



Default views are now changed by clicking on the pin next to the currently selected view in 2016.


Charts are also now on the right side of the screen.



The Person view has substantial changes in 2016.



As can be seen, the information is presented in a similar view, but the navigation has changed a lot. The first thing you will likely notice is the difference in the ribbon once again. Fret not, for the same options still exist, but are under the ellipsis, as shown in the image below.


Changing the view for the person (for example, student view or external relations view) is in a new spot.


The navigation section of the page is also in a very different location in 2016 as shown below. It appears right next to the person's name now.


Adding things such as appointments, tasks, academic history, etc. also looks quite different now. As can be seen in the screenshot below, you now click on the plus button towards the right-side of the screen to begin the process.


Once you have left clicked on the plus sign, you will be presented with a menu to select what type of task you would like to add. You will then be presented with the screen for adding a task.


For the case of things such as academic history, pressing the plus button products a search box as shown below.


Clicking the search button allows for use of other recently added academic histories, looking up other current histories, or creating a new one.


To add a new secure document: 
1. Open a Person Record
2. Navigate to the 'Lead Documents' section of the Prospective Student View form
3. Click on the plus sign to to the right of the screen, then the search button that appears below, and create a new document record by selecting new.
4. Select a Document Type
  • Current document types include:
    • Resume
    • Official Test Scores
    • Unofficial Test Scores
    • Official Transcript
    • Unofficial Transcript
    • Other
    • Employer Authorization
    • Recommendations
Note: If document is considered part of their official admissions application, please upload the document to the Application Record. 
Note: Only one document folder of each type may exist. If you try to save a document of an existing type, the following business process error will appear: 
6. After selecting a document type, save the form. This will cause 'Notes' to be activated. Click in the box which says "Enter a note."
7. Scroll down in the small box, and click on 'Attach.' After selecting your document, click 'Done' and save the form again. 



Changing the application status is a lot different in 2016 as well.

The Application Process Workflow now handles this function in Dynamics 2016. Once the correct criteria have been met for the applicant, it can be moved to the next stage by selecting the "Next Stage" option.

If the proper criteria have not been met yet, the process workflow blocks the application from moving to the next stage and alerts that required steps must be completed.


The process workflow can also now be used to move the application back a stage, something which was not possible for non-admin previously.


  1. Verify the status of the application should be reverted and the proper application is selected.
  2. Simply click on the left arrow in between "Application Process Workflow" and "Next Stage" as highlighted in the screenshot below.
  3. All of the fields related to moving the process backward will be updated appropriately.


The application will revert to a previous stage. It will also automatically update things such as Application Stage and Status, as shown below.


Navigating to marketing information has changed a bit, following with the general nature of navigation changes.

To navigate to a campaign, click on the arrow next to the currently selected area of work (Sales, Service, Marketing, etc.). In here, select "Marketing," and then select "Campaigns" underneath that as shown in the screenshot below.


The campaign page is similar to the current one, just with things moved around in a similar fashion to the People page.