Category Archives: Dynamics 365 F&O

Spring 2019 Release Notes Deep Dive

Spring is in the air with flowers and rain and 500 pages of Release Notes. I’d like to highlight some of the features I’m looking forward to.

Dynamics 365 Finance and Operations

Expense Client Usability

I’m a fan of any UI refreshes in the application, especially the forms I have to personally use on a regular basis. I can already feel myself getting reimbursed faster.

Simplified View – Templates and Saved Views

These are additional UI improvements for allowing different groups of users to have different Form views. Seems like this will improve productivity; I hope there will be options to deploy the correct query/view from a Workspace or Menu item so users can get the appropriate Default view. It’s also unclear what options will be available via the X++ Development tools.

Enhanced Grid Experiences

There are a lot of forms in the Project module dealing with the Work Breakdown Structure or Subprojects that could benefit from fancy grid controls. Also, there are some “light weight” reporting scenarios that could be lit up using these controls.

Updated Navigation Bar that Aligns With Office Header

I have mixed feelings. I liked the menu path for screenshots and documentation. Hopefully the menu search being obvious is worth the trade off.

Developer Tools and Application Lifecycle Management

Lots of fantastic concepts in this article for developers, especially partners. Developer VMs can become a significant costs for developing for Dynamics 365 Finance and Operations, so reducing this cost is a plus. Also, having a Microsoft managed version of a Tier 1 environment could standardize some disparate processes.

Event-driven Architecture for Integrations

There are so many possibilities when adding Event driven architecture (think Microsoft Flow); the challenge sometimes is imagining and defining good business scenarios.

Finance and Operations, Entities in CDS for Apps

Since CDS was released in the April 2018, F&O has needed a more native integration. This is a welcome addition to the stack.

However, the release notes don’t specify if this kind of CDS integration can be customized using the development tools. I hope that’s part of the experience so we can light up scenarios outside those listed in the article.

One Version Experience

The Embedded Power BI tool looks interesting.

Business Intelligence (Power BI)

New Filter Experience

This is in regards to the Filter bar on the right side. I would guess most report consumers don’t even know this exists. Having a way to have it expanded and formatted will turn those types of filters into viable options.

Drill Between PBIX Reports

It’s been possible in the past to do a version of this using URL formulas and URL filtering. Will be good to have more built in options.

Performance Analyzer for Reports

Excellent idea, especially for DirectQuery based data connections or complicated DAX expressions.

Azure Machine Learning Integration

Nice to get options other than web services to consume Machine Learning models.

April – September 2019 Release Notes For Dynamics and Powers

Check out the latest features for all your favorite Dynamics and Powers!

https://docs.microsoft.com/en-us/business-applications-release-notes/april19/

Pro tip: The first article in every section contains the Estimated release date. I suggest looking at feature from that article so you also know when to expect them.

For example the F&O article: https://docs.microsoft.com/en-us/business-applications-release-notes/april19/dynamics365-finance-operations/planned-features

D365UG Summit | What’s New in Financials and UI

Microsoft presented today at D365UG summit on some of the new UI, Financials, and Production features available.

Presenters: Jason Green, Mike Faulkner, Philippe Jacobsen

PowerPoint (Login Required)

Check the Release notes for the specific estimated release date of these features. Some may be released in early 2019 or beyond.

Web Client

I covered some of the enhancements to the web client released in Platform 20 in a previous post.

What’s Coming

Collapsible navigation in menus will simplify finding a menu item.

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New options will be available for saved views on forms, which allows for multiple personalizations on a form.

Picture3.png

New grid capabilities will include:

  • Improved scrolling – more data will be held client side so the scroll is more accurate and not paginated
  • Filter/sort on any column including “display fields”
  • Excel-style column filtering – pick filters from list
  • Grand totals on grids
  • Grouping and subtotaling on grids
  • Cross-column search
  • Remove 10,000 record Download to Excel limit – not infinite, probably 1 million records

Picture4

Finance

I’ll be doing an upcoming live AXUG webinar on October 31st called “What’s New in the D365 for Finance and Operations Fall 2018 Release (8.1, Platform 20)” that will cover many of the new features discussed during the session and will include live demos.

Revenue Recognition

The Revenue Recognition features are used when billing is done at a summary Sales Order level, but the Revenue needs to be split out. New capabilities will be added to allow for this split.

Enterprise Credit Management

Ability to put orders on hold and have global credit limits.

Supply Chain

All kinds of Performance improvements.

MVPs at User Group Summit

Looking for some fantastic sessions? Check these out – all led by a Microsoft MVP.

D365UG & AXUG Community General Session & Microsoft Town Hall

MVP Kelly Kane! She’s in charge! #womenindynamics

Kelly Kane @kellylappkane | Tuesday, October 16 | 8:15 AM – 9:15 AM | North Building, North Ballroom

BI12 – Moving From Reports to Business Intelligence

Who, me?

Joel Leichty @joelleichty | Tuesday October 16 | 9:45 AM – 10:45 AM | 122A – North

FIN17 – Understanding Production Cost Accounting for the Best Outcome

Don Riggs @donriggs_mvp | Tuesday, October 16 | 9:45 AM – 10:45 AM | 126B – North

HOL1 – Hands-on Lab: Workflow Part 1-Planning the Perfect Workflow

Rachel forced me to write this post. #UnderDuress

Rachel Profitt @rachelprofitt | Tuesday, October 16 | 9:45 AM – 10:45 AM | 127C – North

HOL2 – Hands-on Lab: Workflow Part 2-Making the Perfect Workflow Even More Perfect

Is there a part 3: “Making the Perfectest Workflow Go to 11”?

Rachel Profitt @rachelprofitt | Tuesday, October 16 | 11:00 AM – 12:00 PM | 127C – North

BI14 – Collecting BI Requirements for an Upgrade or Implementation

Joel Leichty @joelleichty | Tuesday, October 16 | 1:15 PM – 2:15 PM | 122A – North

FIN13 – The New Vendor Invoice Automation in Practice

I’m disappointed I can’t make this session! Looks great.

Ludwig Reinhard @dynamicsaxfico | Tuesday, October 16 | 1:15 PM – 2:15 PM | 125A – North

HOL3 – Hands-on Lab: Workflow Part 3-Finalizing and Testing the Perfect Workflow

LOL I swear I didn’t see this before I wrote my snarky comment above.

Rachel Profitt @rachelprofitt | Tuesday, October 16 | 1:15 PM – 2:15 PM | 127C – North

IND13 – Application Lifecycle Management: Operating Multiple Instances of AX 2012 R3 and D365

Thomas Ejby @powerpappi | Tuesday, October 16 | 1:15 PM – 2:15 PM | 126A – North

SYS07 – Leveraging Excel for Reporting and Data Manipulation

Excel!!! Best ERP on the market, in my opinion.

Justin Carter @DAXDude | Wednesday, October 17 | 2:30 PM – 3:30 PM | 121A – North

LPD04 – From Developer to Leader: What I Learned on my Journey Through the ERP Industry

Justin Carter @DAXDude | Wednesday, October 17 | 3:45 PM – 4:45 PM | 128B – North

LPD05 – The Art of Mentoring a Technical Expert

Don Riggs @donriggs_mvp | Thursday, October 18 | 8:30 AM – 9:30 AM | 128B – North

DEV09 – Flowing With the Common Data Services – Part 1

Rachel Profitt @rachelprofitt | Thursday, October 18 | 9:45 AM – 10:45 AM  & 1:15 PM – 2:15 PM | 122C – North

MFG09 – Ask the Experts: Master Planning

Don Riggs @donriggs_mvp | Thursday, October 18 | 9:45 AM – 10:45 AM | 126B – North

FIN18 – Understanding Revenue and Cost: Inventory and Purchasing Cost Accounting

Don Riggs @donriggs_mvp | Thursday, October 18 | 2:30 PM – 3:30 PM | 128A – North

FIN21 – Not to Fear: Audits, AX, and Beer is Back Again for 2018!

Our fearless leader is back!

Kelly Kane @kellylappkane | Thursday, October 18 | 2:30 PM – 3:30 PM  | 227A – North

POWDC08 – Power BI for Accountants

Belinda will teach you about debits and credits. Most accountants only dive into one other the other.

Belinda Allen @belindathegpcsi | Thursday, October 18 | 2:30 PM – 3:30 PM | 228B – North

D365UG/AXUG Closing Feedback Session

 

 

SAGlobal at AXUG Summit

I wanted to highlight some of my partners in crime presenting at AXUG/D365UG Summit next week. (Ok to be honest I wanted to highlight myself as well.)

BI12 | Moving From Reports to Business Intelligence

I won’t take Excel away until you’re ready. Promise.

https://www.eventscribe.com/2018/Summit/fsPopup.asp?embedded=true&pfp=FullD365UG_AXUG&Mode=presInfo&PresentationID=423650

Joel Leichty | Tuesday, October 16 | 9:45 AM – 10:45 AM | 122A – North

FIN01 | Fixed Price Projects, and Revenue Recognition, and Currencies, Oh My!

Josh is juggling in the session picture – I can only assume he will do this entire session while juggling flaming knives.

https://www.eventscribe.com/2018/Summit/fsPopup.asp?embedded=true&pfp=FullD365UG_AXUG&Mode=presInfo&PresentationID=423657

Josh Knox | Tuesday, October 16 | 9:45 AM – 10:45 AM | 121C – North

PM01 | Data Migration: Isn’t it Just Exporting and Importing?

Sherry won a big AXUG award last year, so I’ll retitle this session “Award Winning Data Migration Information”.

https://www.eventscribe.com/2018/Summit/fsPopup.asp?embedded=true&pfp=FullD365UG_AXUG&Mode=presInfo&PresentationID=423645

Sherry Moran | Tuesday, October 16 | 9:45 AM – 10:45 AM | 121A – North

BI14 | Collecting BI Requirements for an Upgrade or Implementation

I’m co-presenting with Gina Pabalan on this presentation. Fun fact: Gina and I didn’t know each other until we started collaborating for this session. That’s my favorite part of AXUG!

https://www.eventscribe.com/2018/Summit/fsPopup.asp?embedded=true&pfp=FullD365UG_AXUG&Mode=presInfo&PresentationID=423684

Joel Leichty and Gina Pabalan (Edgerwater Fullscope) | Tuesday, October 16 | 1:15 PM – 2:15 PM | 122A – North

FIN03 | Everything About Streamlining Your Project Intercompany Transactions

Should be a good one. And how many presenters do you know that can rock orange pants?

https://www.eventscribe.com/2018/Summit/fsPopup.asp?embedded=true&pfp=FullD365UG_AXUG&Mode=presInfo&PresentationID=423671

Alex Song | Tuesday, October 16 | 1:15 PM – 2:15 PM | 121C – North

APS33 | SAGlobal “Ask Us Anything”

Come to our Partner Showcase where we promise to not sell you anything! Bring your questions, we’ll have experts on hand to answer anything: F&O, AX, CRM, Talent, Power BI, baking at higher altitudes, average airspeed of unladen swallows – we’ll do our best!

https://www.eventscribe.com/2018/Summit/fsPopup.asp?embedded=true&pfp=FullD365UG_AXUG&Mode=presInfo&PresentationID=424349

Wednesday, October 17 | 10:00 AM – 11:00 AM | 125A – North

IND02 | Member Showcase: Implementing Dynamics 365 for Talent

See how our customer, M3, is using Talent.

https://www.eventscribe.com/2018/Summit/fsPopup.asp?embedded=true&pfp=FullD365UG_AXUG&Mode=presInfo&PresentationID=423713

Nancy Graver and Trish Mallon (M3) | Wednesday, October 17 | 11:15 AM – 12:15 PM | 126A – North

IND03 | Project Budgeting for the Service and AEC Industries

Budget your time wisely (#dadjokes) and attend Steve’s project budgeting session.

https://www.eventscribe.com/2018/Summit/fsPopup.asp?embedded=true&pfp=FullD365UG_AXUG&Mode=presInfo&PresentationID=423724

Steve Dobbs | Wednesday, October 17 | 2:30 PM – 3:30 PM | 126A – North

Platform 20 Brings Significant UI Changes to Dynamics 365 Finance and Operations

Platform 20 was recently released and includes a number of noticeable changes to the User Interface; this article will highlight some of the significant changes. Overall, these changes are a welcome incremental improvement to some common usability issues.

Workspaces

Workspaces on the Default Dashboard are set apart from the background, making it more obvious they are buttons.

Old Button
2018-09-24_11-45-46.png

New Button
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Font Changes

Header fonts are bolder and use a heavier font than before.

Old Fonts
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New Fonts
2018-09-24_11-53-01.png

Ribbon Bar Color

Ribbon bar is now a more neutral color to better indicate the buttons are related to the form below.

Old Coloring
2018-09-24_12-01-01.png

New Coloring
2018-09-24_12-01-40.png

Fact Boxes

Opening the Fact Boxes went from an impossible to discover button to a “Related information” slide-out.

Old Button
2018-09-24_12-06-01.png

New Slide-out
2018-09-24_12-06-42.png

Filter Drop-down

The grid filter drop-down and filter pane have been reorganized and enhanced.

Old Drop-down
2018-09-24_12-10-46.png

New Drop-down and Filter pane
2018-09-24_12-08-45.png

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Filter Slide-out Blends into Form

The filter slide out has new fonts, coloring that better blends into the form, and more obvious link indicators.

Old Filter Slide-out
2018-09-24_12-32-17.png

New Filter Slide-out
2018-09-24_12-31-33.png

Edit Icon When Form in Read-only Mode

There’s now an edit icon on each field when a form is in read-only mode. This makes it more obvious for users to switch the form into edit mode.

2018-09-24_12-14-33.png

Subtle Field Outlines in Read-only Mode

Field boxes in detail forms are more subtle when in Read-only mode. Edit mode is similar to the prior design.

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