Tag Archives: UI

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.

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
2018-09-24_11-46-12.png

Font Changes

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

Old Fonts
2018-09-24_11-53-42.png

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.

2018-09-24_12-17-14.png