Tag Archives: AXUG

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.

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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

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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

AXUG Summit 2015

Once again I will be avoiding real work and attending the AXUG Summit in Reno, NV. At the Summit I’m slated to lead or participate in three presentations:

  • Project Module for Beginners | Wednesday, October 14th | 1:00 PM
  • Project Module for Professional Services | Thursday, October 15th | 11:00 AM
  • Challenge the AX Experts Panel | Friday, October 16th | 1:00 PM

Look me up if you’re there! @AXManuals