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Cobalt is constantly working to enhance its product offerings to provide our customers, and their customers, the best possible user experience. Below is our current product road map for Engagement Dynamics, Membership Dynamics and Certification Dynamics. To see a history of our recent releases, please see our Release Notes archive.

Cobalt Release 3.3

(Q3 2017)


The primary feature for this release was to extend the native multi-currency capabilities included in Microsoft Dynamics to Cobalt’s e-commerce portals. You can now offer events, store products, subscriptions, membership applications and renewals, certification applications, and any other e-commerce enabled functions in any currency your payment provider supports.

Support for TLS 1.2

Most payment providers are ending support for systems that do not support the Transport Layer Security (TLS) 1.2 protocol. We updated all of our products to support this protocol.


Microsoft Dynamics 365 “July 2017” Release

This is technically the 9.0 release of Microsoft Dynamics 365 for Customer Engagement (what we all have been calling CRM for the past 14 years) and it’s a big one. Here are some of the highlights that have been made public by Microsoft. Note that we are focusing on the Enterprise Edition here because that is what Cobalt’s clients use today. Microsoft is also getting ready to release the Business Edition offerings for Sales and Marketing later this year as well.

This blog post from the Microsoft Dynamics Premier Field Engineering team provides a great overview of the features that are coming down the pike.

Cobalt Release 3.4

(Q1 2018)

The 3.4 release will be big on new features. We have spent the past few releases on reworking our solutions to take advantage of the capabilities available in the latest version of Dynamics 365 and improving the performance of our portals. These efforts have been worthwhile and will make future customer upgrades much easier going forward, but we are excited to get back to some of the other big items in our backlog.

Reports Overhaul

Cobalt currently supports both on-premises and online Dynamics CRM/365 customers and we have been working on the best way to provide reports to both for the past few years. Dynamics 365 uses Microsoft SQL Server Reporting Services (SSRS) as it’s native reporting tool, but with the ability to leverage dashboards, charts, views, Word and Excel templates, and Power BI in the newer versions of Dynamics 365 Cobalt has slowly moved away from using SSRS. In this release, we will finalize our reporting overhaul to ensure that our customers can quickly and easily retrieve and analyze data in their systems.

Application/Wizard Designer

This is the next step in the evolution of our forms and web elements. This designer will allow you to create your own multi-step applications on the portal including the ability to take payments. You can then link these forms/applications in using a web element control, so they can be launched from anywhere on your web site. As part of this, we will also be adding  a visual form designer to make creating forms and applications much easier for staff.

Revenue Recognition

We will be expanding our revenue recognition capabilities in this release to include automatic recognition for common scenarios. These will include monthly dues revenue recognition, recognizing event registration fees when the event occurs and deferring certification application revenue until the test result is received or the eligibility expires.

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