Keys to Planning Your Microsoft Dynamics SL 2018 Upgrade. Session 512 Kevin Kueny

Transcription

1 Keys to Planning Your Microsoft Dynamics SL 2018 Upgrade Session 512 Kevin Kueny

2 Agenda SL 2018 Theme & Release cycle Power BI Power Apps Flow Web Apps Early list of rich client features

3 Available Now!

4 Announcing Quarterly Release Microsoft Dynamics SL 2018 Release scheduled for May 1, 2018 Agile methodology Starts scheduled quarterly release cycle

5 Release Themes Approvals Web Apps Power Suite Evolution

6 System Requirements Microsoft Server 2012 R2 & 2014 Microsoft SQL Server 2014 & 2016 Windows 10

7 Microsoft Power BI

8 Microsoft Power BI Power BI is a suite of business analytics tools to analyze data and share insights

9 Power BI SL Project installation SL release includes: Connecting Power BI to Microsoft Dynamics SL Document walking through basic connection

10 Power BI SL Project Dashboard example

11 Power BI SL Project Dashboard example

12 Power BI SL Project Dashboard example

13 Microsoft POWER APPS

14 Microsoft PowerApps is a service for creating and using custom business apps across platforms Connect to data & systems you re already using; create the data you need Create apps, forms, and workflows without writing code Use apps on web and mobile

15 Publish apps instantly for web and mobile Get apps to your team when and where they re needed, whether that s on the web, Windows, ios or Android no app store required.

16 Microsoft FLOW

17 A way to monitor, notify and take action

18 Microsoft Flow Prebuilt Templates

19 Microsoft Flow Example

20 Flow Available On Web Phone/Tablet/PC Inbox Preset Flows

21 Power Apps & Flow demo for MS Dynamics SL 2018 Phone & Tablet

22 Accounts Receivables Power App & Flow View Customer Receivables Due Contact customers Run Aging Aging Results

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37 Web Apps 2018

38 Microsoft Dynamics SL Web Apps Web Apps Web Services

39 Microsoft Dynamics SL 2018 Web Apps Vendor, Customer & Payroll employee Maintenance

40 Web Apps A few highlights from the past year

41 Menu

42 Menu Tiles

43 Menu Tiles

44 Reopening Completed Timecards Only available before it is reviewed

45 Auto populate Project & Task

46 Web Apps 2018

47 New Login Screen

48 Print to multiple users Print to multiple users Print to groups

49 Timecard Status Communicator Message Message

50 Invoice Comments Reduce Clicks Save & Back button

51 Project Charge Entry Enter transactions directly into the Project and Accounting tables Charges or Revenue From other interfaces AP AR Non-labor T&E

52 Project Change Orders Maintain Change Orders Financial data (changes in the budget) Date information (change in duration) Reference information

53 Web Apps Roadmap Continue Successful Monthly Release cycle Adding new Web Apps features Continue to review and add customer requests Addressing any reported issues Releasing new Web Apps features for SL 2018

54 Microsoft Dynamics SL 2018

55 Approvals

56 Approval

57 Approval

58 Approval

59 Approval

60 Approval

61 Approver

62 Approver

63 Approval

64 Approval

65 Approval

66 Approval Maintenance 1 or 2 levels of approval User or Group By Company or All company

67 Next Approval GL Journal Transactions PO Purchase Orders Anywhere a batch can be released

68 Vendor Inactive Inactive

69 Vendor Inactive Purchase Order Screen No new Purchase Orders Accounts Payable No new Voucher and Adjustments entries No checks if inactive

70 GL - Release GL Batches screen Add the Period to Post field to the grid Make the Period to Post field enabled if the screen is in initialize mode

71 Quick Query & Preview

72 Quick Query & Preview GL Journal Transactions AP Check Preview AP Vouchers and Adjustments Batch Preview PO Receipt Preview PO Purchase Order Preview IN Inventory Batch Preview OM Sales Order Preview RQ Requisition Preview Service Invoice Preview Your thoughts on the order

73 Create Quick Query(s) Adding more Quick Queries in Financials Project and more

74 AP - Void Check & Voucher at same time

75 AP - Zero Check processing Remove the need to print zero checks

76 Update Possible Value filtering

77 Update Possible Value filtering Default List Lookup Behavior

78 Project Maintenance - End Date

79 Project Maintenance - End Date Turn on the ability to NOT allow Time entry Expense entry for projects that have past the end date The Project lookup list will not show Projects that have end dates past the current business date.

80 Project - Week Maintenance Provide a way to auto generate week maintenance information The Week maintenance screen must be setup before Project Time can be entered Currently this is a manual setup process Create a way to setup week maintenance by: Date range Beginning of the week day End of the week day Define frequency (weekly, biweekly, semimonthly) Defining the month end break behavior

81 Invoice & Adjustment Posting post Allow users the ability to select what project/projects or invoice numbers they want to post

82 Project Invoice Printing - Preliminary

83 Project Invoice Printing - Final

84 Remember: Quarterly Release Cycle Microsoft Dynamics SL 2018 Release scheduled for May 1, 2018 Agile Methodology Starts scheduled quarterly release cycle