Tag: 365

Business Central, Dynamics 365, Information, PowerBI.com, Wave 2

Dynamics 365 2019 release wave 2

Ashwini Tripathi

Dynamics 365 Business Central: 2019 release wave 2 plan

The first Insider Builds for the Business Central 2019 release wave 2 just became available.

Features that are planned to release from October 2019 through March 2020.

For more information about the above-mentioned features, see the 2019 release wave 2 plan here.

This is also the very first Insider Build that does not include the Windows client (Dynamics NAV client connected to Business Central) as announced earlier.

More features will be unlocked soon along with more information for each one of them.

Dynamics 365 Business Central provides a complete business application solution designed and optimized for SMB organizations. Since its launch in April 2018, Dynamics 365 Business Central has seen increasing adoption by organizations looking to digitally transform their businesses. In the October ’18 update, we updated Business Central to include on-premises deployments as well. The latest version, the April ’19 update, brought an update to Business Central that improves the productivity of users.

The independent software vendor (ISV) ecosystem is important for customers who want vertical or horizontal solutions for Business Central. We will accelerate this ISV ecosystem to begin moving new and existing customers to Business Central online. To achieve that goal, the following development pillars define the 2019 release wave 2 update:

Service fundamentals: Laser focus on performance, reliability, supportability, and security is essential to ensure that service quality remains ahead of the growth in service usage. Accessibility, already in a strong position, must be preserved.

Modern client: With the 2019 release wave 2, users access Business Central in the browser, Windows 10 desktop app, mobile apps on Android and iOS, or in Outlook. We accelerate our investment in speed and productivity features for the modern browser experience, achieving a major milestone in its transformation into a world-class desktop experience for new and expert users alike. 2019 release wave 2 is the first version that does not include the Dynamics NAV Client connected to Business Central (also known as the Windows client). The modern clients now support so many productivity features that the Windows client is discontinued for Business Central going forward. The legacy Dynamics NAV client remains supported in the April ’19 update and earlier versions in alignment with the support lifecycle.

Modern developer tools: the 2019 release wave 2 is the first version that does not include the classic development environment (also known as C/SIDE). The modern developer experience based on Visual Studio Code with Azure DevOps, and an AL language that supports an extension-based approach to customization now supports developing large apps such as the base application from Microsoft, and so C/SIDE is discontinued for Business Central going forward. The classic development environment remains supported in the April ’19 update and earlier versions in alignment with the support lifecycle.

Empower ISV acceleration: The 2019 release wave 2 update delivers a set of features designed to simplify ISV development for new solutions and, specifically, for streamlining the migration from the source code customization model of Dynamics NAV to Business Central. The Dynamics NAV business has been driven by strong vertical ISV solutions, surrounded by add-on solutions. For the 2019 release wave 2 update, our focus will be streamlining the path for ISVs to bring their solutions—and in turn their customers—to Business Central online.

Customer migration tools: After enabling Dynamics NAV ISVs to bring their solutions to Business Central online, the next step is to simplify the journey for existing Dynamics SMB customers coming from Dynamics NAV, Dynamics GP, or Dynamics SL to migrate from their current on-premises solutions to Business Central online. A set of tools already exists; these will be enhanced with the 2019 release wave 2.

Limited extension to the Business Central online localizations is planned for the 2019 release wave 2 in order to prioritize the service fundamentals work ahead of expanding the service footprint. Additional partner-developed localizations will be added following the 2019 release wave 2.

Download the 2019 release wave 2 PDF

New for wave 2: The Power Platform (PowerApps, Microsoft Flow, and Power BI) features coming in the 2019 release wave 2 have been summarized in a separate release plan.

Wave2ReleaseDates

Dynamics 365: 2019 release wave 2 plan

The 2019 release wave 2 enhances artificial intelligence capabilities to help organizations accelerate their transformation of customer service, sales, and marketing functions:

Sales Insights empowers teams with more foresight, to enhance productivity and better anticipate outcomes across the sales lifecycle.

Customer Service Insights provides an actionable view into critical performance metrics, operational data, and emerging trends using industry-leading artificial intelligence.

Virtual Agent for Customer Service enables organizations to create AI-powered bots that chat with customers and provides new opportunities for organizations to improve customer service through digital transformation.

Customer Insights enables every organization to unify and understand their customer data to harness it for intelligent insights and actions.

Market Insights enables business users to gather actionable insights based on what consumers say, seek, and feel about their brands and products.

Fraud Protection enables the e-commerce merchants to drive down fraud loss, increase bank acceptance rates to yield higher revenue, and improve the online shopping experience.

The 2019 release wave 2 continues to add a whole new set of experiences to enhance employee productivity using mixed reality:

Remote Assist empowers technicians to solve problems faster the first time.

Layout provides a new way for space planners to bring designs from concept to completion with confidence and speed.

Product Visualize empowers salespeople to convey the true potential of their products to their customers by harnessing the power of augmented reality on their mobile devices.

Guides is a mixed-reality application for Microsoft HoloLens that enables employees to learn in the flow of work by providing holographic instructions when and where they need them.

Power Platform: 2019 release wave 2 plan

The Microsoft Power Platform enables users and organizations to analyze, act, and automate on the data to digitally transform their businesses. The Power Platform today is comprised of three products – Power BI, PowerApps, and Flow.

For PowerApps, this release wave includes major improvements to enable app makers to build higher-quality apps more easily while still supporting more advanced enterprise and administrator requirements. Improvements in PowerApps focus not only on introducing capabilities but also on simplifying existing concepts to improve maker and end-user productivity in PowerApps and Dynamics 365 apps built upon the Unified Interface.

PowerApps makers can now create a powerful new type of experience called PowerApps Portals, which are web portals that surface data stored in Common Data Service to employees or users outside their organizations.

Microsoft Flow is introducing smarter and more powerful experiences in three key areas. Flow makers get smarter and more powerful experiences. End users of flows can leverage world-class business process capabilities, including working with business processes offline. Finally, there is now much richer tooling for administrators, such as PowerShell cmdlets and the new Power Platform Admin center.

AI Builder (preview) is a brand-new Power Platform capability for teams with the business expertise to easily automate processes and predict outcomes to improve business performance. AI Builder is a turnkey solution that brings the power of Microsoft AI through a point-and-click experience and is directly integrated into PowerApps and Microsoft Flow.

Power BI simplifies how organizations derive insights from transactional and observational data. It helps organizations create a data culture where employees can make decisions based on facts, not opinions. For the upcoming release, Power BI is investing in four key areas that drive a data culture: intuitive experiences, a unified BI platform, big data analytics, and pervasive artificial intelligence (AI).

Data integration provides built-in connectivity to the Power Platform and more, with data across hundreds of business systems, enabling rich and intelligent experiences. The Common Data Model provides semantic consistency for canonical business entities across Dynamics 365 and Common Data Service, increasing value and saving time for application developers, ISV partners, and integrators.

This release plan describes functionality that may not have been released yet. Delivery timelines and projected functionality may change or may not ship (see Microsoft policy).

Here are the key dates for the 2019 release wave 2.

Milestone Date Description
Release plans available June 10, 2019 Learn about the new capabilities coming in the 2019 release wave 2 (October 2019 – March 2020) across Dynamics 365 and the Power Platform.
Release plans available in additional 11 languages July 8, 2019 The Dynamics 365 and Power Platform release plans are published in Danish, Dutch, Finnish, French, German, Italian, Japanese, Norwegian, Portuguese (Brazilian), Spanish, and Swedish.
Early access available August 2, 2019 Try and validate the new features and capabilities that will be a part of the 2019 release wave 2, October update, before they get enabled automatically for your end-users.
General availability October 1, 2019 Production deployment for the 2019 release wave 2 begins. Specific deployment dates for each country or region or instance will be communicated in advance.
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Business Central, Information, License, upgrade

Those planning for Upgrade – Some Important Information

Ashwini Tripathi

As per the roadmap which Microsoft has published for Business Central, it shows that the Business Central product name will be continued for future. It means there will not be a Dynamics NAV 2019.

BC Road-map

Looking at your investment in terms of license and annual BREP, it is sense able to upgrade to Microsoft Dynamics 365 Business Central, whether your solution is deployed in Cloud or on-premises.

Don’t take me wrong I don’t mean to say that Microsoft Dynamics NAV and Dynamics 365 for finance and operations, Business edition are now obsolete.

Microsoft is not closing support to these products, it is still available to them. Only any new updates to these solutions we cannot expect any more.

One important note: New customers will still be able to purchase Microsoft Dynamics NAV 2018 till 31st March 2019. Same concept of concurrent user license with starter/extended pack.

From 1st April new customers will not be able to license NAV 2018, but existing NAV customers using the solution can still be able to purchase additional licenses as per their requirements if any.

If you missed earlier post do check this Link also.

 

What had changed in license model for Dynamics 365 Business Central

 

One change that a major one is now no more Concurrent licenses, new license purchased will be for named user.

One user one license, however named user will be able to access the application from multiple devices.

As earlier starter & extended pack was available now it will be Essentials and Premium.

Stander version of Business Central is termed as Essentials while with additional modules Service and Manufacturing is termed as Premium.

When comes to licensing you are not allowed to mix and match essentials & premium licenses, it should be from either of them.

Where is Limited user? Don’t worry it have been taken care as Team Member License. Read access throughout the application and write access to maximum of three tables excluding General Ledger entries.

License can be purchased as Perpetual or Subscription basis.

Licenses for Business Central differ from Dynamics NAV licenses in several ways:

  • Dynamics NAV licenses are calculated from concurrent users, where multiple users can share a license. Business Central licenses, on the other hand, are calculated from named users
  • With Business Central it is no longer necessary to have a Starter Pack. As a minimum, you need a Premium or Essentials user
  • It is only possible to have either Premium or Essentials users in your license. You can purchase Teams Members for both Premium and Essentials licenses.

 

What deployment options are available?

  1. Perpetual License – On premises
  2. Perpetual License – Cloud
  3. Subscription License – On premises
  4. Subscription License – Cloud
  5. Software As A Service (SaaS)

 

When you can upgrade to Microsoft Dynamics Business Central?

 

Microsoft Dynamics 365 Business Central is now generally available worldwide for cloud, and on-premises deployments. However you can check if it is available for your country from your local partners.

Local Functionality in Dynamics 365 Business Central

You can go-ahead with upgrade planning whenever you want too. Just get in touch with your current ERP provider.

For free lancing upgrade/development tasks you can contact us too at KSD Consultancy Private Limited. We are taking new project booking till 31st March on our old price, could be fixed or hour basis, which ever suitable to you. You can save lot from your local partners cost.

 

What’s on offer for existing customers?

 

Customers up-to-date with their BREP can upgrade to Dynamics 365 Business Central on-premises using LMT Upgrade.

Due to change in licensing model in Business Central. Below you can see exchange rate from perpetual NAV concurrent license to Business Central named user licenses.

If you have purchased your Dynamics NAV with Perpetual Licencing before October 1, 2018, your current NAV licenses will be converted from:

  • One Full User in Extended Pack to two Premium users
  • One Full user to two Essentials users
  • One Limited user to one Team Member

In addition to the converting of licenses, the licensing setup is different. As mentioned, Dynamics NAV licenses are calculated from concurrent users, where multiple users can share a number of licenses. Business Central licenses, on the other hand, are calculated from named users. The total value of your current licenses will remain the same – even after the conversion.

For more details on Licensing please refer here, make sure you always check with latest version of documents or discuss with your partner for current effective offers.

Dynamics 365 Business Central on-premises Upgrade Policy​

Dynamics 365 Business Central on-premises Licensing Guide

Similar to Dynamics NAV, the functionality of the D365 Business Central is divided into two ‘packages’, Essentials and Premium. The functionality of ‘Essentials’ corresponds to NAV’s ‘Starter Pack’ and the functionality of ‘Premium’ corresponds to NAV’s ‘Extended Pack’

Brief idea as below:

D365 Business Central Essentials /
Dynamics NAV Starter Pack
D365 Business Central Premium /
Dynamics NAV Extended

Financial Management

General Ledger
Cash Management
Fixed Assets
Currencies
Consolidation

Financial Management Extended

Inter-Company (Essentials)
Cost Accounting (Essentials)

Supply Chain Management

Sales Order processing
Purchase and procurement
Item management
Locations
Basic Warehousing

Supply Chain Management
Extended

Advanced Warehousing (Essentials)

Jobs and Resources

Job Planning, Budgets and Invoicing
Resource allocations
Timesheets

 

Contact

Management Contacts
Campaigns
Opportunity Management
D365 Sales Integration

Service Management

Service Contracts
Service Items
Service Order Management

Assembly

Assembly Bill of Materials

Manufacturing

Production BOMs
Works order management
Capacity and Demand planning

It will be always advised to verify before you make up your mind. However you can trust to Microsoft links provided in above post.

 

Cumulative Updates, How To, Information, Instalation & Configuration, NAV 2015, NAV 2016, NAV 2017, NAV 2018, Support, Updates

Cumulative Update for Microsoft Dynamics NAV 2015/2016/2017/2018 Released in July 2018

Ashwini Tripathi

Cumulative Update includes all application and platform hotfixes and regulatory features that have been released for Microsoft Dynamics NAV.

The cumulative update is intended mainly for solutions that are experiencing the problems described in the Knowledge Base articles. However, you are advised to always keep your solution updated with the latest cumulative update.

Microsoft Dynamics NAV 2015

Where to find Cumulative Update 45 

You can download the cumulative update from KB 4341445  – Cumulative Update 45 for Microsoft Dynamics NAV 2015.

Or you can download the cumulative update from the Microsoft Download Center.

Warning

Before you install a cumulative update in a production environment, take the following precautions:

  1. Test the cumulative update in a non-production environment.
  2. Make a backup of the system or computer where the cumulative update is to be installed.

Additional Information

For information about how to install the cumulative update, see How to Install a Microsoft Dynamics NAV 2015 Cumulative Update.

For a list of all cumulative updates for this version, see Released Cumulative Updates for Microsoft Dynamics NAV 2015.

Microsoft Dynamics NAV 2016

Where to find Cumulative Update 33

You can see changes included in this cumulative update from KB4341446 – Cumulative Update 33 for Microsoft Dynamics NAV 2016.

You can press one of the countries in list above for a direct download or you can download the cumulative update from the Microsoft Download Center.

Microsoft Dynamics NAV 2016 is also available from containers. Containers are a way to wrap up an application into its own isolated box, you can pull the cumulative update containers from the Docker Hub.

To learn more about other Cumulative Updates already released for Microsoft Dynamics NAV 2016 please see KB  3108728.

Warning

Before you install a cumulative update in a production environment, take the following precautions:

  1. Test the cumulative update in a non-production environment.
  2. Make a backup of the system or computer where the cumulative update is to be installed.

Additional Information

For information about how to install the cumulative update, see How to Install a Microsoft Dynamics NAV 2016 Cumulative Update. Note that if you upgrade to this cumulative update from a version older than Microsoft Dynamics NAV 2016 Cumulative Update 6, you must run the development environment with elevated rights (run as administrator).

Microsoft Dynamics NAV 2017

Where to find Cumulative Update 20

You can download the cumulative update from KB4341447  – Cumulative Update 20 for Microsoft Dynamics NAV 2017.

You can press one of the countries in list above for a direct download or you can download the cumulative update from the Microsoft Download Center.

Microsoft Dynamics NAV 2017 is also available from containers. Containers are a way to wrap up an application into its own isolated box, you can pull the cumulative update container from the Docker Hub.

To learn more about other Cumulative Updates already released for Microsoft Dynamics NAV 2017 please see KB  3210255.

Warning

Before you install a cumulative update in a production environment, take the following precautions:

  1. Test the cumulative update in a non-production environment.
  2. Make a backup of the system or computer where the cumulative update is to be installed.
  3. This Cumulative Update can require a database upgrade.

Additional Information

For information about how to install the cumulative update, see How to Install a Microsoft Dynamics NAV 2017 Cumulative Update.

Microsoft Dynamics NAV 2018

Where to find Cumulative Update 07

You can download the cumulative update from KB4341448 – Cumulative Update 07 for Microsoft Dynamics NAV 2018.

You can press one of the countries in list above for a direct download or you can download the cumulative update from the Microsoft Download Center.

Microsoft Dynamics NAV 2018 is also available from containers. Containers are a way to wrap up an application into its own isolated box, you can pull the cumulative update container from the Docker Hub.

To learn more about other Cumulative Updates already released for Microsoft Dynamics NAV 2018 please see KB  4072483.

Warning

Before you install a cumulative update in a production environment, take the following precautions:

  1. Test the cumulative update in a non-production environment.
  2. Make a backup of the system or computer where the cumulative update is to be installed.
  3. This Cumulative Update can require a database upgrade.

Additional Information

For information about how to install the cumulative update, see How to Install a Microsoft Dynamics NAV 2018 Cumulative Update.

AL Development for Dynamics 365 Business Central

For information about how to develop extensions for Dynamics 365 Business Central see AL Development for Dynamics 365 Business Central

Dynamics 365, Information, Tip & Tricks

Microsoft Dynamics 365 – Overview

Ashwini Tripathi

As we are aware of release of Dynamics 365 in November 2016.

Dynamics 365 for Financials is based on Project “Madeira” which was in public preview in the US and Canada since April 2016.

Dynamics 365 for Financials launched on November 1, 2016 in the United States and Canada, and intends to expand to additional countries in CY2017.

Dynamics 365 for Sales, Dynamics 365 for Marketing, and Dynamics 365 for Customer Service within the Business edition will also be optimized for SMB customers.

Microsoft Dynamics 365 for Financials, Business edition, has launched in the US and Canada! Microsoft Dynamics 365 for Financials is a business management solution that seamlessly connects people and processes.

It’s deeply integrated with Office 365 and includes built-in intelligence. With Microsoft Dynamics 365 for Financials, customers can easily connect their businesses; make better business decisions; and get started quickly, while easily managing growth. From day one, it makes ordering, selling, invoicing, and reporting easier and faster.

Dynamics 365 for Financials is only available as a SaaS offering from Microsoft.

Software as a service is a software licensing and delivery model in which software is licensed on a subscription basis and is centrally hosted. It is sometimes referred to as “on-demand software”. SaaS is typically accessed by users using a thin client via a web browser.

With intelligent business applications across CRM and ERP, Microsoft Dynamics 365 gives you choice.

Start with just what you need to run your business and delight your customers.

2-1

Say start with Financials.

And then add apps as your needs change.

2-2

In short evolve your business on your terms.

You can add more apps from AppSource as required for selected Products, Categories or Industries.

2-3

Each application solves real problems and delivers real value. But combine them and you get the power and possibilities to transform your business.

2-4

Dynamics 365 haves 2 Editions:

  • Enterprise
  • Business

Dynamics 365, Enterprise edition is optimized for organizations with 250+ employees.

Dynamics 365, Business edition is optimized for organizations with 10 – 250 employees.

 

Applications available in Business for:

Dynamics 365 for Financials is optimized to meet the needs of SMBs with roughly 10 – 250 employees.

These companies typically need more robust capabilities than the financial and accounting packages they started with, but are not yet ready to make a significant investment in highly customized ERP systems.

Dynamics 365 for Financials capabilities span financials management, reporting, fixed assets, supply chain and inventory management, contact/opportunity management, and project management. It also offers multi-company and multi-currency capabilities.

 

Applications available in Enterprise for:

  • Sales – Turn relationships into revenue with digital intelligence in each deal.
  • Customer Service – Earn customers for life with world-class customer service.
  • Field Service – Optimize your scheduling and use predictive tools to master the service call.
  • Project Service Automation – Create more profitable customer relationships using intelligent tools.
  • Operations – Make data-driven decisions for smarter, more efficient operations.

Other Applications:

  • Marketing – Deliver powerful customer experiences using Adobe Marketing Cloud.

 

Microsoft Dynamics 365 for Financials is an app in the Dynamics 365, Business edition. Additional apps within the Business edition (Dynamics 365 for Sales, Dynamics 365 for Marketing, and Dynamics 365 for Customer Service) are currently planned to be available in CY2017.

 

What is the difference between Microsoft Dynamics NAV and Microsoft Dynamics 365 for Financials?

Dynamics NAV is software, available via perpetual, subscription, and/ or SPLA licensing, that can be deployed on-premises or in the cloud and extended using Dynamics NAV Customizations or extensions.

Dynamics 365 for Financials is a new SaaS (cloud – only) service, available only via CSP, which can be extended via apps (validated extensions) in Microsoft AppSource.

Many of the capabilities available in Dynamics NAV will also be available in Dynamics 365 for Financials. However, they will be available in a way that is customer – ready out of the box, so these capabilities may surface differently in Financials than Dynamics NAV.

Microsoft Dynamics 365 for Financials is based on the Microsoft Dynamics NAV platform and several other Microsoft technologies.

It is not compulsory but for seamlessly experience Dynamics 365 for Financials from within Office 365, customers must have an Office 365 subscription that includes Exchange Online.

I will come up with more details in my up coming posts till then keep exploring and learning.

 

 

 

Dynamics 365, Information

Microsoft Dynamics 365 for Financials

Ashwini Tripathi

Areas covered and Features available in Dynamics 365 for Financials:

  • Bank & Payment Management
    • Bank Account Reconciliation
    • Check Writing
    • Electronic Payment
    • Reconciliation
  • Data Migrations
    • Lets you import your existing company data such as vendors, customers, and items from Excel or QuickBooks.
  • Financial Management
    • Account Payables
    • Account Receivables
    • Account Schedules
    • Budgets
    • Cash Flow Forecast
    • Deferrals
    • Fixed Assets
    • General Ledger
  • Inventory
    • Alternative Ship-To Addresses
    • Drop Shipments
    • Inventory
    • Item Substitutions
    • Non-stock Items
    • Returns and Cancellations
    • Shipping Agents
  • Office 365
    • Lets you manage business interactions with your customers and vendors, directly in Outlook.
  • Opportunity Management
    • Contact Management
    • Dynamics 365 Integration
    • Interaction/Document Management
    • Outlook Client Integration
  • Other Features
    • Change Log
    • Dimensions
    • Document Management, Capture & OCR
    • Multiple Currencies
    • Word Reporting
    • Workflow
  • Project Management
    • Basic Resources
    • Budgets/Estimates
    • Capacity Management
    • Jobs
  • Purchasing
    • Cross Reference
    • Purchase Invoice Discounts
    • Purchase Invoicing
    • Purchase Line Discounting
    • Purchase Order Management
    • Purchase Pricing
    • Salespeople/Purchasers
  • Sales
    • Pricing and Discounting
    • Sales Invoice Discounts
    • Sales Invoicing
    • Sales Order Management
Dynamics 365, Information

Microsoft Dynamics 365 for Sales

Ashwini Tripathi

Areas covered and Features available in Dynamics 365 for Sales:

  • Intelligence
    • Analyze with Power BI
    • Azure Machine Learning
    • Customer Insights
    • Data Export Service
    • Relevance Search
  • Mobile
    • Mobile Management Enhancements
    • Mobile Offline Data API
    • Mobile UI Enhancements
    • Mobile Authenticated Mashups
  • Social
    • No features released
  • Others
    • Dynamics 365 connector for Flow, Logic Apps, and Power Apps
    • Document suggestions
    • Dynamics 365 (online) administrator role in Office 365
    • Dynamics 365 App for Outlook
    • Exchange booking integration
    • Customer Insights
    • 3rd party S2S Inbound Authentication
    • Data Export Service
    • Editable grids
    • Modular business apps, app designer, and site map designer
    • Office 365 Groups
    • Partner portal
    • Portal service
    • Relationship Insights
    • Scheduling unification
    • Task-based experiences
    • Visual process designer
Dynamics 365, Information

Microsoft Dynamics 365 for Customer Service

Ashwini Tripathi

Areas covered and Features available in Dynamics 365 for Customer Service:

  • Intelligence
    • Analyze with Power BI
    • Azure Machine Learning
    • Customer Insights
    • Data Export Service
    • Relevance Search
  • Mobile
    • Mobile Management Enhancements
    • Mobile Offline Data API
    • Mobile Authenticated Mashups
  • Social
    • No features released
  • Others
    • 3rd party S2S Inbound Authentication
    • Business recommendations
    • Customer backup and restore
    • Document suggestions
    • Dynamics 365 (online) administrator role in Office 365
    • Dynamics 365 App for Outlook
    • Dynamics 365 connector for Flow, Logic Apps, and Power Apps
    • Editable grids
    • Exchange booking integration
    • Modular business apps, app designer, and site map designer
    • Office 365 Groups
    • Partner portal
    • Portal service
    • Relationship Insights
    • Scheduling unification
    • Task-based experiences
    • Visual process designer
Dynamics 365, Information

Microsoft Dynamics 365 for Field Service

Ashwini Tripathi

Areas covered and Features available in Dynamics 365 for Field Service:

  • Intelligence
    • Azure Machine Learning
    • Data Export Service
    • Relevance Search
  • Mobile
    • Mobile Management Enhancements
    • Mobile Offline Data API
  • Social
    • No features released
  • Others
    • 3rd party S2S Inbound Authentication
    • Connected Field Service
    • Customer backup and restore
    • Document suggestions
    • Dynamics 365 (online) administrator role in Office 365
    • Dynamics 365 connector for Flow, Logic Apps, and Power Apps
    • Editable grids
    • Field Service
    • Modular business apps, app designer, and site map designer
    • Office 365 Groups
    • Portal service
    • Resource scheduling optimization (Field Service)
    • Task-based experiences
    • Visual process designer
Dynamics 365, Information

Microsoft Dynamics 365 for Project Service Automation

Ashwini Tripathi

Areas covered and Features available in Dynamics 365 for Project Service Automation:

  • Intelligence
    • Azure Machine Learning
    • Data Export Service
    • Relevance Search
  • Mobile
    • Mobile Management Enhancements
    • Mobile Offline Data API
  • Social
    • No features released
  • Others
    • 3rd party S2S Inbound Authentication
    • Customer backup and restore
    • Document suggestions
    • Dynamics 365 (online) administrator role in Office 365
    • Dynamics 365 connector for Flow, Logic Apps, and Power Apps
    • Editable grids
    • Modular business apps, app designer, and site map designer
    • Office 365 Groups
    • Portal service
    • Project Service Automation
    • Task-based experiences
    • Visual process designer

 

Dynamics 365, Information

Microsoft Dynamics 365 for Operations

Ashwini Tripathi

Areas covered and Features available in Dynamics 365 for Operations:

  • Financial Management
    •             Accounts payable
    •             Accounts receivable
    •             Budgeting
    •             Cash and bank management
    •             Credit and collections
    •             Expense management
    •             Financial reporting
    •             Fixed assets
    •             General ledger
  • Globalization & Translation
    •             Country/region localizations & languages
    •             Dynamics Translation Service
    •             Localization configurations
  • Human Capital Management
    •             Enhanced analytics for Human Capital Management
    •             New termination rules
    •             New Workflows enabled in Human Resources
    •             Regulatory updates
    •             Talent management
    •             Transitioning employees and contractors
    •             US Payroll
  • Intelligence
    •             Compensation and benefits Power BI reports
    •             Competency and development reports
    •             Create Power BI reports with enumerated fields
    •             Customize application reports using extensions
    •             Human Resources Manager Power BI reports
    •             Personalized product recommendations powered by cognitive services and Microsoft Azure machine learning
    •             Project Management PowerBI reports
    •             Recruiting Power BI reports
    •             Training Power BI reports
  • Manufacturing
    •             Product variant enhancements
  • Mobile
    •             Mobile

 

  • Project Management Accounting
    •             Funding sources can be selected for fee journal lines
    •             Intercompany revenue and cost transactions
    •             Late selection option for invoice proposals in a batch
    •             Managing estimated costs, revenue, and item requirements
    •             Power BI content pack for Project management and accounting
    •             Project management and accounting improvements
    •             Project resourcing improvements
    •             Vendor prepayments in fixed-price project estimates
  • Retail Commerce
    •             Advanced warehousing in Retail store
    •             Analytics and intelligence
    •             e-Commerce & consumer shopping app
    •             Hybrid cloud – Retail Store
    •             Mobility and modern user experience
    •             Omni-channel
    •             Payments
    •             Retail store
  • Supply Chain Management
    •             Additional warehouse support in manufacturing
    •             Cost accounting
    •             Vendor collaboration
    •             Warehouse enhancements for high volume distribution centers
    •             Warehouse operation enhancements
  • Others
    •             Consignment Inventory
    •             Development and customization
    •             General
    •             Intercompany order processing: ATP and direct shipment
    •             Servicing environments
    •             Web client