What s New in Dynamics 365 for Finance & Operations

Transcription

1 What s New in Dynamics 365 for Finance & Operations

2 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

3 Meet the Team Page 03

4 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

5 Driving Success for Your End-to-end Journey

6 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

7 ( 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.

8 How To Apply These Updates and Upgrades

9 Where to find the current version

10 Product Update 11 October 2017 Attachment presence and document count indicator When 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. Auditing System logging of user sign in/out now enabled. Sign out is logged even if user's session expires or ends.

11 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.

12 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 Open action search Move to the standard Action Pane Open a tab on the Action Pane or a menu Move to next/previous option in a menu Close a tab on the Action Pane or a menu Simulate a right-click Open the Finance and Operations context menu Execute the default button on a form/dialog box Click a button or tile View refresh information for a count tile Press Ctrl+ or Alt+Q Alt+M,A or Ctrl+F6 Enter or Space or Alt+Down arrow Down arrow / Up arrow Esc Shift+F10 Ctrl+F10 Alt+Enter Enter or Space Alt+Up arrow Other shortcuts

13 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.

14 Application Release & Product Update 9 July 2017 Accounts payable check templates using Electronic Reporting Two 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.

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16 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.

17 Expense management mobile workspace Lets 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. Close Capture receipt

18 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.

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20 Retail Extensibility: CRT, POS, HW Station Quality: MPOS, Approved HW Store Manager Dashboard Enhanced Sales Processing & Orders Enhanced Payment Processing Pricing & Discounts

21 Talent Talent Application WL Talent Application integration to AX2012 Mobile: Approvals, ESS/MSS Talent: Candidate Engagement, Onboarding, Continuous Feedback Leave & Absence Employee/Manager Self Service 3 rd Party payroll integration Grievance & Disciplinary actions Configurable HR Processes

22 Financial reporting

23 Financial reporting

24 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 . 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.

25 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.

26 Vendor self-service portal and collaboration

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33 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.

34 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.

35 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.

36 Power BI reporting Ledger Budget Expenses Actual vs Budget Revenue Actual vs Budget Expense Revenue Income CFO Overview Financial Performance Cash Overview Sales and Profitability Credit and Collections Management Purchase Spend Analytics Fixed Assets Management Valuations - Total Net Book Value Valuations - Net Book Values by Group Valuations - Acquisition Values Valuations Disposal Values Valuations Asset Details Cost Accounting Cost Control by fiscal period Cost Control by Year to Date Cost Rate by fiscal Year Flexible Budget by Fiscal Period Cost Statement by Fiscal Period Practice /Project Manager Projects Overview Cost Revenue EVM Hours Valuation Maps Total Net Book Value Valuation Maps Fixed Assets Locations Valuation Maps Asset Details

37 Power BI reporting Purchase Spend Analysis Purchase by Vendor Purchase by Product Purchase by Period Purchase by Vendor Location Purchase Spend Analysis by Time Purchase Spend Analysis by Vendor Warehousing Management Inbound Performance (10 reports) Location Inventory Accuracy (7 reports) Shipping Performance (9 reports) Sales and Profitability Revenue by Customer Revenue by Product Revenue by Period Revenue by Location Customer Profitability Profitability Analysis HR Payroll and Talent Benefit Management/ Analysis Employee Group Enrollment Metrics 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

38 Prospect to cash integration capabilities through Common Data Services (CDS)

39 Dynamics 365 Roadmap:

40 Upcoming Webinars Nov 7 9am CST Nov 9 9am CST

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42 Thank You