Tag Archives: D365UG

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