What’s New in Dynamics 365 for Finance & Operations for receiving on inbound flows, including...
Transcript of What’s New in Dynamics 365 for Finance & Operations for receiving on inbound flows, including...
What’s New in Dynamics 365 for Finance & Operations
Awards
• 2017 Microsoft Worldwide Partner of the Year Award for Dynamics 365 Consulting and Systems Integration
• 2017 Microsoft Cloud Customer Relationship Management Award Finalist
• 2016 Microsoft Modern Marketer Partner of the Year
• 2015 Cloud Customer Relationship Management Partner of the Year
• 2014 Microsoft Customer Relationship Management Award Finalist
• 2014 Customer Excellence Award for Cloud Transformation
• 2013 Microsoft Dynamics CRM Partner of the Year
• 2012 Microsoft Dynamics CRM Partner of the Year
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Meet the Team
AGENDA
1 Review updates and releases in Microsoft
Dynamics 365 Finance and Operations
2 Implementation of updates and releases
3 Microsoft Dynamics 365 for Finance and
Operations roadmap
Driving Success for Your End-to-end Journey
Upgrades, Updates, and Hotfixes (…cont’d)
Product Split into Two Parts
Platform
Kernel things, and some X++ code that are lower-level;
• Batch Framework, Number Sequences, Print Management,
User Info, etc.
Application
Business Logic, Customers, Sales Orders, Production Module, etc.
• Binary Items: Financial Reporting (MR), SSRS framework for AX
(…cont’d) Upgrades, Updates, and Hotfixes
Releases
Platform
Platform now releases a monthly update. The platform consists of both the lower-level kernel binaries, as well as
some X++ packages. Platform packages are "sealed" from over-layering, so even though you do get updated
X++ code on your development boxes, you don't actually compile or customize these. You can extend them, of
course.
Application
The application consists of:
• Binaries: MR, SSRS components for AX, etc.
• Metadata: All the X++ code related to the application (Sales Orders, Customers, etc.).
A release is considered a major or minor version change. The original version of AX7 had application 7.0. The fall release (2016)
was 7.1. The Spring release in 2017 is 7.2. This is different than the platform, which is backwards compatible, so there's no major
or minor release change. An application release means it's both the binaries and the metadata combined as one release.
How To Apply These Updates and Upgrades
Where to find the current version
Attachment presence and document count indicatorWhen viewing a record, the system indicates the number of attachments on that record by showing a count on the Attachments button. The count will show up to 0-9+ attachments.
Product Update 11 October 2017
Auditing
System logging of user sign in/out now enabled. Sign out is logged even if user's session expires or
ends.
Copy legal entity configurations to a new legal entity
As new companies are needed, users will be able to save time (And errors!) by copying an existing legal entity’s setup to the new company. This allows onboarding of new locations quickly, while staying consistent with the company’s golden template design.
Product Update 10 August 2017
Browser client - Support for keyboard shortcut sequences
Key sequences now supported. A key sequence allows an action to be triggered by pressing two key
combinations sequentially. For example: Alt+M followed immediately by pressing the N key, is a new
shortcut for moving focus to the navigation bar.
To do this Press
Open action search Ctrl+’ or Alt+QMove to the standard Action Pane Alt+M,A or Ctrl+F6Open a tab on the Action Pane or a menu Enter or Space or Alt+Down arrowMove to next/previous option in a menu Down arrow / Up arrowClose a tab on the Action Pane or a menu EscSimulate a right-click Shift+F10Open the Finance and Operations context menu Ctrl+F10Execute the default button on a form/dialog box Alt+EnterClick a button or tile Enter or SpaceView refresh information for a count tile Alt+Up arrow
Other shortcuts
https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/get-started/shortcut-keys
Excel add-in enables passing header context to detail records
Allows the creation of header records in addition to line records. For example, for journal entry, you can
use Open Lines in Excel for a journal, publish that journal, and then create a new journal directly in
Excel. This removes the need to return to the Finance and Operations client.
Application Release & Product Update 9 July 2017
Accounts payable check templates using Electronic ReportingTwo default check format templates are provided in Accounts payable. These check templates have been created using the Excel capabilities of the Electronic reporting tool. These checks templates are compatible with US check formats.
Data validation checklist workspace
The Data validation checklist workspace lets you track data validation processes across companies,
areas, and people.
The checklist can be used during a new implementation, after an upgrade, or after a migration.
Expense management mobile workspaceLets users quickly create new expense lines on mobile device of their choice using an attached photo of a receipt. Alternatively, users can capture a photo of a receipt, and then attach it to an expense report later. Employees can also create & manage their expense reports, and submit for approval & reimbursement using their mobile device.
Capture receipt Close
Expense management: Usability enhancements
Multiple features added to improve usability of creating and managing expense reports.
• New Expense management workspace simplifies navigation for creating and managing expense reports.
• Ability for an employee to view their list of expense reports in grid view.
• Providing visibility to employee that a receipt is required for an expense when the expense is saved or
modified, depending on company policies. Visual indicator is displayed for the expense if viewing
expenses in detail. If expenses are displayed in grid view, columns for Receipt required and Receipt
attached are displayed.
Retail
• Extensibility: CRT, POS, HW Station• Quality: MPOS, Approved HW • Store Manager Dashboard• Enhanced Sales Processing & Orders• Enhanced Payment Processing• Pricing & Discounts
Talent
• Talent Application WL
• Talent Application integration to AX2012
• Mobile: Approvals, ESS/MSS
• Talent: Candidate Engagement, On-
boarding, Continuous Feedback
• Leave & Absence
• Employee/Manager Self Service
• 3rd Party payroll integration
• Grievance & Disciplinary actions
• Configurable HR Processes
Financial reporting
Financial reporting
Vendor invoice automation
Sample integration scenario where company partners with an OCR service provider for vendor invoice processing. Company’s vendors send invoices to the service provider by email. Through OCR processing, the service provider generates invoice metadata (header and/or lines) and a scanned image of the invoice. An integration layer then transforms these artifacts so that Finance and Operations can consume them.
Vendor self-service portal and collaboration
The Vendor collaboration module is targeted at vendors who don’t have electronic data interchange (EDI) integration with Microsoft Dynamics 365 for Operations. It allows vendors to work with purchase order, invoice, and consignment inventory information.
Vendor self-service portal and collaboration
Supply chain management enhancements
Batch and license plate confirmation
• Batch confirmation and license plate confirmation has been added enabling the use of a mobile device
that you can confirm that the correct batch or license plate is being picked.
Consignment inventory
• Consignment inventory capabilities extended to allow for batch and serial number dimensions.
Demand replenishment for raw material picking
• Wave demand replenishment now includes production and Kanban demand replenishment and raw
material picking. In previous versions, demand replenishment only included support for sales orders and
transfer orders.
Piece picking confirmation
• New piece picking capability allows you to confirm each piece of inventory by picking/counting work on
a mobile device. You can use quantity & unit of measure (UOM) associated with a scanned bar code. This
works for receiving on inbound flows, including mixed license plate receiving, purchase order item,
transfer order item, and load item. In previous versions, it wasn’t possible to, for example, verify item
quantities to be picked by scanning item bar codes or to scan bar codes for larger quantities.
Project management & accounting
Rename project stages
Now 8 default project stages that can be used for the different project types. This feature
provides the ability to give the default project stages a different name for each legal entity
and provide language translation support for the project stage name.
Project time entry mobile workspace
• Enter their billable or non-billable time against a project.
• Enter the number of hours that you spent on a specific task.
• Search by project name or customer.
• Specify the category and activity.
• Optionally enter any external or internal comments.
Power BI reporting
Ledger Budget Cost Accounting
Expenses – Actual vs Budget Cost Control by fiscal period
Revenue – Actual vs Budget Cost Control by Year to Date
Expense Cost Rate by fiscal Year
Revenue Flexible Budget by Fiscal Period
Income Cost Statement by Fiscal Period
CFO Overview Practice /Project Manager
Financial Performance Projects Overview
Cash Overview Cost
Sales and Profitability Revenue
Credit and Collections Management EVM
Purchase Spend Analytics Hours
Fixed Assets Management
Valuations - Total Net Book Value Valuation Maps – Total Net Book Value
Valuations - Net Book Values by Group Valuation Maps – Fixed Assets Locations
Valuations - Acquisition Values Valuation Maps – Asset Details
Valuations – Disposal Values
Valuations – Asset Details
Power BI reporting
Purchase Spend Analysis Sales and Profitability
Purchase by Vendor Revenue by Customer
Purchase by Product Revenue by Product
Purchase by Period Revenue by Period
Purchase by Vendor Location Revenue by Location
Purchase Spend Analysis by Time Customer Profitability
Purchase Spend Analysis by Vendor Profitability Analysis
Warehousing Management HR Payroll and Talent
Inbound Performance (10 reports) Benefit Management/ Analysis
Location Inventory Accuracy (7 reports) Employee Group Enrollment Metrics
Shipping Performance (9 reports) Compensation Plan Management/Analysis
Position Pay Analysis
Personnel Management
People Metrics
Headcount and FTE Analysis
Workforce Demographics
Attrition Analysis
Employee Milestones
Recruitment Management/Analysis
Applicant Analysis
Recruiting Costs
Applicant Status
Prospect to cash integration capabilities through Common Data Services (CDS)
Dynamics 365 Roadmap: https://roadmap.dynamics.com
Upcoming Webinars
• Nov 7 – 9am CST • Nov 9 – 9am CST
Send questions to [email protected]
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