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

Page

03

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 Gary.Screeton@hcl-powerobjects.com

Thank You