Tag Archives: D365UG

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!

 

 

 

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.

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