Introducing Dynamics 365 for Finance and Operations
Users and developers will see an updated product name, “Microsoft Dynamics 365 for Finance and Operations.” With version 8.0, Microsoft is further simplifying our Dynamics 365 offerings and increasing ease of selection for our customers and ecosystem. Going forward, Microsoft is no longer offering separate editions (Business edition and Enterprise edition), so the product name for this Dynamics 365 application is Microsoft Dynamics 365 for Finance and Operations.
Client-based alert functionality enables a user to define alert rules based on business events, such as when an invoice is paid, or a customer changes an address. For more information about alerts and how to create them, see Alerts overview.
Uses telemetry to analyze customers’ business processes, finds optimization opportunities, uses application data to quantify the opportunities, and then recommends solutions.
Project timesheet mobile
Employees can create and submit project timesheets. The use of saved favorites and the ability to copy from a previous timesheet facilitates rapid, accurate time entry.
Edit default project fulfillment hours
Project resource managers can edit the default hours as part of the project booking fulfillment process.
Reserve project resources past the task end date
Project resource managers can fulfill resources on tasks past the current planned end date for the task.
Person search report
You can find a person and their personal data in Finance and Operations.
Data sharing for customer and vendor tables
Data can be shared across customer and vendor tables and many related tables across multiple legal entities.
One voucher deprecation
One voucher is turned off by default, through a General ledger parameter.
Extensibility and customization
Customizations through extensions only
Migrating customizations from one release to the next has been simplified by moving away from over-layering to the use of extensions.
Customers can submit a request to Microsoft for extension support to be added to the product for a needed scenario. In this release, this feature is moved to Lifecycle Services (LCS).
Extensible project work breakdown structure
Enables customization of the project work breakdown structure using extensions. This replaces the hierarchical grid control used for the project work breakdown structure with a standard grid that supports hierarchical data.
Embedding PowerApps in workspaces and forms
Use PowerApps to embed data from external sources into Finance and Operations data. For information about how to embed a PowerApp on a Finance and Operations page, see Embed PowerApps.
Organizations can add custom fields to tailor their application to their business requirements, using a no-code extensibility experience. For information about how to add a custom field, see Custom fields.
Integration with Common Data Service (CDS)
Dynamics 365 for Finance and Operations has enabled cross-application business processes between Finance and Operations and Dynamics 365 for Field Service and between Finance and Operations and Dynamics 365 for Project Service Automation. These scenarios are configured using extensible Data integrator templates and CDS to enable the cross-application scenarios.
Integration with Dynamics 365 for Field Service
Provides data integration to support scenarios where Field Service activities are done outside Finance and Operations, leveraging the data integrator.
Integration with Dynamics 365 for Project Service Automation
Supports scenarios where project and resource management activities are done outside Finance and Operations, and the project accounting activities are done in Finance and Operations, leveraging the data integrator.
Improved support experiences
Telemetry-based KB recommendation
Telemetry from a production environment can be used to identify the application hotfixes that apply to a tenant.
KB recommendations when entering a support case
LCS provides telemetry-driven KB recommendations.
Report production outage
Provides a quick and effective channel to escalate issues to Microsoft Support if the services in a production environment are degraded or become unavailable.
Supply chain management
Vendor collaboration – RFQ process
Enhancements make it easy to tell who entered a bid (a vendor or a procurement department). For more information, see Requests for quotation (RFQs).
Partial shipment of a load (split load)
Allows single loads or multiple loads to be fully or partially loaded.
Immediate replenishment of locations
Used during wave execution if allocation fails for a location directive line that has a replenishment template. For more information about immediate replenishment, see Immediate replenishment.
Reason codes added to warehouse counting and adjustment
Users can add a reason code when performing counts and when making an adjustment. For more information about reason codes, see Reason codes for inventory counting.
Batch balancing enabled for advanced warehousing processes
The batch balancing process is now available for products that are set up for warehouse management processes (in earlier releases, the batch balancing process was enabled only for products that were not set up for warehouse management processes). This enhancement makes it possible for the user to release ingredients to picking after the batch balancing process has been completed. For more information about batch balancing, see Batch balancing.
Analytical workspaces with embedded Power BI for Cost management
New Analytical workspaces for Cost management are embedded in the Cost administration and Cost Analysis workspaces. The content pack includes measures such as beginning balance, ending balance, net sourcing and net usage. A set of calculated measures, such as inventory turn ratio, days inventory on-hand, and inventory accuracy are also included. The Cost management Power BI content is shown in the Cost administration and Cost analysis workspaces. For more information, see Cost management Power BI content.
India localization – project and upgrade
Users can manage India Goods and Services Tax (GST) for the Project management and accounting module, and AX 2012 customers can upgrade to Dynamics 365 for Finance and Operations.
New features include import and testing scenarios, and also broader support for configurability without coding.
Servicing, performance, and deployment
Improved delivery of platform and financial reporting updates
Platform and financial reporting updates will be continual updates managed by Microsoft rather than optional updates. This change is intended to improve service reliability and availability, and also to ensure that customers have the latest improvements and fixes. Platform and financial reporting updates are backward-compatible. For more information, see Finance and Operations cloud platform monthly updates FAQ.
Upgrade automation makes major version upgrades a self-service operation for the customer, using LCS for non-production environments.
Added service monitoring and alerting for core business processes, and improved form load performance of the most commonly used forms.
Lifecycle Services sandbox self-service automation and RDP lockdown
Sandbox self-service automation supports data movement, debugging operations, monitoring, and diagnostics without requiring access to the sandbox environments through Remote Desktop. Remote Desktop capabilities for sandbox environments will be deprecated. This means that customers won’t be required to use Remote Desktop to access the VM, which improves reliability and security.
General Data Protection Regulation (GDPR)
Investments address the European privacy law’s requirements. Go to the Trust Center to learn more and find resources to help you comply.
Go to the Trust Center to learn about our industry-leading accessibility standards.
Source reference: Microsoft Dynamics 365
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