Category Archives: Dynamics 365 F&O

Grand Theft User Group

My colleague Josh Knox (https://iamjoshknox.com/) and I attended the D365UG Summit event this week. On Friday afternoon, we showed up for a session called “How to Make Training a Success in Your D365FO Implementation.” Unfortunately, there was a scheduling snafu and no presenter.

We figured what the heck, let’s steal this thing and MC a discussion! Then a room full of smart end users gave us a lot of free great content. And since we’re in the spirit of stealing, we figured let’s take that content and make a blog post too!

Training Around Go-live

Probably the biggest issue raised by the group was how to support users during the go-live. It can be quite overwhelming for users to adopt a new system, and sometimes minor steps or deviations in the process can cause headaches.

Some of the ideas presented by the group for supporting the users included:

  • A dedicated triage room at go-live where users can meet with system experts and SMEs to immediately get help and have questions answered. Also, once they get answers, also provide documentation of the question and answer.
  • Ensure training scenarios include what to do when things go wrong.
  • Give end users visibility and training into how the system works beyond their individual scope by explaining other upstream and downstream processes.
  • Provide business context for the processes being done in Dynamics.
  • One idea was to not do that much training prior to go-live. Teach users some basics about Dynamics, but wait until they have actual business data to process and do the training then.

Avoid Burnout

Implementations are challenging as generally the people involved have extra work. Also, during a go-live users won’t be able to process things as fast as they could in their old system, creating work backlog and additional stress. It’s important to have strategies in place to mitigate this.

The user community came up with these strategies to help:

  • Have healthy lunch catered – eating poorly does not help stress levels.
  • Nominate one person as a captain to train others in their group; this person doesn’t necessarily need to be the group manager. Also, it may be beneficial to nominate this person based on their success learning Dynamics.
  • Prior to go-live, allow users to set aside a certain amount of time each day to learn.

Process Documentation

Everyone feels better about a new system with some reference materials, even if only for the most frequent processes.

Advice in this area was:

Keyboard Shortcuts

Teaching users keyboard shortcuts for high volume processes can greatly improve user efficiency.

Speed up your data entry by:

Validation (The Human Type)

Implementations are challenging! It’s so important to be supportive and understanding when going through this massive change, and to let people know some stress and frustration is a normal part of the process – and that you will all pitch in to get through it.

My first job was doing an implementation on Axapta 2.5 back in 2002. Never in my life have I had weirder dreams than during that six months. I had a dream where my friend and I were at a restaurant and he said, “I’ll have a Fanta with my waffles. Then I want to you kill me!” And then my brother wrote a song about it. And then he made a hiphop mix because my family is weird (https://soundcloud.com/matthewdean/fanta-hiphop-mix).

To reiterate, trust me when I say EVERYTHING you’re feeling is normal and you will make it through that go-live!

 

 

 

Salmon Fishing in the Dynamics

First of all – funny movie.

Second of all – WHAT ARE YOU “CW” FIELD?

2019-02-18_15-34-53

You’ve run across it. Sitting there on your Purchase order and Vendor invoice forms. Using up your precious grid real estate. Making you tell your boss to buy you a giant monitor (I recommend this one) so you can comfortably fit Dynamics on your screen.

D365FO Vendor Invoice - License Configurations On

With a big enough monitor, any form will fit!

Does Anyone Even Need a CW?

Probably.

Apparently when you go fishing for salmon, the “Catch Weight” (CW) used to inventory the salmon (Lbs or Kg) can be different than the weight used to sell the salmon (Boxes). There are special requirements for buying and selling meat that need additional weight based functionality.

Whatever – Make it Go Away

In F&O there’s a License configuration form available (System administration > Setup > License configuration). In this form you will find there are all kinds of functionalities that can be deactivated, including the famous Salmon Fishing configuration:

2019-02-18_16-13-42

To turn off functionality, F&O needs to be in Maintenance Mode, then it’s a matter of unchecking the Boxes to be deactivated. Almost all License Configurations are on by default.

Going back the Vendor invoice form, it’s looking much more manageable with Configurations deactivated!

D365FO Vendor Invoice - License Configurations Off

Begone, Salmon!

Most License configurations are fairly obvious whether they’re in use just from the title, but sometimes it does take some trial and error in a Test environment to get this perfected. It’s much easier to configure this prior to a full User Acceptance Test to ensure no features are negatively impacted.

A Warning About Production Environments

In some versions of Dynamics AX (and possibly Dynamics 365 F&O), modifying the License Configuration did a Database Synchronization that could result in data loss. My testing has shown in later versions of Dynamics 365 F&O a Database Synchronization no longer happens. As of publication time, I did not receive a response from Microsoft on when the behavior changed.

My recommendation is to update the License Configuration settings prior to going live.

OPEN A CASE WITH MICROSOFT BEFORE CHANGING LICENSE CONFIGURATION SETTINGS IN A PRODUCTION ENVIRONMENT.

I will update this article if Microsoft comments on the safety of changing this in Production. In other words, if a feature was inadvertently deactivated, can it be reactivated without any data loss?

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.

Picture2

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

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