MS Dynamics 365 - Evolucion MS Dynamics 365

Editor's Notes

• #3: Key market trends are driving changes to how companies think about business transformation and the applications that power it. These include: Customer engagement is evolving: Everyone is mobile, everyone is social, people trust opinions from their friends and peers more than they trust brands. And it’s easier than ever to switch to a competitor. At the same time, now devices are increasingly connected. It’s a whole new world where the customer has control. This is such a different environment from 10 years ago. The one thing that is certain is that customers have the power. Having the ability to have a deep understanding of and connect with customers is critical to any company’s business strategy. According to a CEI Survey conducted by Harris Interactive, 86% of buyers will pay more for a better customer experience and by 2020, customer experience will overtake price & product as the key brand differentiator according to the Walker 2020 Customers report. With finite resources, productivity is critical for businesses to scale. 40% of worker’s productivity time is lost when switching tasks. This costs the global economy $450B per year. Companies have automated business processes. Now they are looking to embed productivity tools directly into business processes to save time and get more productivity out of their employees. Source: The 40% loss of productivity when switching tasks comes from a study done by the American Psychological Association back in 2001: http://www.apa.org/pubs/journals/releases/xhp274763.pdf There is a new speed of business and companies need to adapt. New technology is not only enabling new business models, it’s at a much faster rate than ever before. To be successful, companies need to enable their people and processes to respond quickly to changes in the market to capture new revenue opportunities. Organizations embracing digital transformation generate an average of $100 million (or 8% points) more operating income each year than those who lag behind.
• #4: Narrative Customer experience perception gap Eighty percent of executives think the experience they provide to customers is “excellent,” compared to just 7% of customers who feel the same, a 73% perception gap. 1 Grow revenue the top initiative Thirty-six percent of business leaders responded that growing revenues was the most important initiative for their organization in the next 12 months. 2 Importance of innovation Eighty-three percent of business executives agreed that innovation is important to the success of their company. 3
• #5: Narrative Machine learning Search Innovation Omni-channel Bluetooth Tablets Cloud Chat Parallax Mobility UX Social Laptops IoT Responsive design Productivity Beacons Location-based POS Big data
• #6: Digital transformation is not simply about technology—it requires business leaders to re-envision existing business models and embrace a different way of bringing together people, data, and processes to create value for their customers and capture new opportunities for their organizations through systems of intelligence. The challenges facing businesses today are familiar: engaging customers, empowering employees, optimizing operations, and reinventing the value they offer their customers. Businesses need to change and evolve to meet customer expectations and market demands to be successful —to develop new capabilities by transforming themselves into digital companies with systems of intelligence that leverage every system, device, process and asset across the organization. These systems of intelligence represent the ability to turn data and insight into intelligent action making every human interaction impactful and driving optimal business outcomes.
• #7: These applications work seamlessly together to manage specific business processes across, Sales, Customer Service, Field Service, Operations, Project Service Automation and Marketing. Specifically on the marketing front, we want to note out Microsoft’s recent announcement with Adobe, that they are partnering with them to make Adobe Marketing Cloud our preferred marketing service for Dynamics 365 for the Enterprise Edition. This is exciting as we help businesses deliver compelling and personalized experiences through every phase of their customer relationships.    Now what makes Dynamics 365 unique is that it harnesses the power of One Microsoft. Data has become the new currency, and organizations create and have access to more of it, and faster than ever before. The challenge is how to transform it into intelligence that generates action and drive outcomes. Dynamics 365 will allow organizations to adopt individual business apps such as Marketing, Sales, Service and Operations, but as organizations adopt more of the apps, synergies will be unleashed in the form ‘Intelligent Business Processes’.  This will help proactively guide employees & customers to generate optimal outcomes.   Take Project Service Automation as an example. Project teams can use it as standalone app in close alignment with Office 365, but when combined with Operations, the time and expense reports that project members submit, will automatically go to account, HR and Payroll systems, and Project Accounts will be automatically updated for Finance in the Operations App.   It sounds basic… but the fact is that the classic delineation between CRM and ERP has created a separation in data and processes. Dynamics 365 breaks down this separation, and our business platform strategy together with CIT and IOT is centered on enabling this to new levels.  
• #8: Narrative
• #9: Microsoft Dynamics 365 for Operations helps enterprises increase the speed of doing business by enabling people to make smarter decisions, redesign business process faster, and fuel business growth.
• #11: Narrative
• #16: Advanced warehousing in Retail store : This functionality will let retailers use the advanced warehouse management (WHS) solution in their stores. Stores can be modeled as advanced warehouses so it’s possible to take advantage of all the capabilities of advanced warehouse functionality, including hand held solutions. In addition, all current retail store inventory processes and any POS process that creates or updates inventory transactions has been updated to work with the specific requirements for WHS enabled warehouses.  POS inventory lookup in WHS enabled store shows the available quantities across other stores and warehouses.  Process a product receipt for a purchase order in POS for a WHS enabled store and items, which makes it easy to select locations and receive into and enter the license plate to auto populate receiving lines.  Process a product receipt for a transfer order in POS for a WHS enabled store and items, which makes it easy to select locations and receive into and enter the license plate to auto populate receiving lines.   Process a shipment of products from WHS enabled store and items, which allows you to select locations to ship from, as well as ignore license plate and inventory status. Analytics and intelligence Support for Microsoft Power BI Direct Query to pull data from Entity store, which has all materialized views for aggregate entities and regular data entities. In addition, several new reports on the channels, surfaced through Modern and Cloud POS. In addition, retailers now can up-sell and cross-sell with product recommendation powered by Cortana Intelligence Suite (machine learning). This will be available for general product recommendations based on affinity of products in a shopping cart, and personalized recommendations for a given customer based on their past purchases and items on their wish lists. e-Commerce & consumer shopping app We are continuing to invest and add several capabilities that will enable better integration with content management systems supporting eCommerce Storefronts.        Catalog publishing to storefronts through Retail Server.        Support for Service-to-Service authentication.        Ability to create customers asynchronously via e-Commerce storefront.        Adding additional controls that can be leveraged on the e-Commerce storefront. In addition, Microsoft is adding a new consumer-facing mobile shopping application that leverages the same e-Commerce components used today.        This shopping application will work on iOS and Android phones.        Will allow consumers to browse, search, and complete their shopping experience on a phone, either anonymously or by signing in. In addition, consumers can check order status or previously placed orders.        Retailers can easily use configuration rebranding to change themes to meet their business needs.        Retailers can leverage this shopping application and publish it to mobile app stores (iOS and Android). Hybrid cloud - Retail Store A key challenge is to support business continuity at stores due to slow and unreliable network connectivity issues. In addition, high volume retailers want to minimize latency for transaction processing at their stores. To address this requirement, Microsoft is introducing a hybrid deployment model for retail stores, which allows retail stores to operate with/without connectivity to the head office hosted in the cloud. Mobility and modern user experience Microsoft it continuing investments to enable rich and immersive experiences for retailers anywhere, anytime, and on any device. Retailers can benefit from leveraging a POS application that is built on state of the art, cloud engineered, secure, and flexible architecture, designed and optimized to run on different form factors, and across Windows, iOS, and Android. Retail Modern POS is simple, intuitive, and easy to deploy, configure, and operate. POS delivers omni-channel excellence, which allows retailers to deepen their customer engagement. Key investments include:         A single, universal POS application that is designed to run on phones, tablets, and PCs based on Universal Windows Platform.         Consistent user experiences, including common navigation, recognizable patterns, and intuitive interactions with a responsive and consistent shell.         Rich functional capabilities that are optimized for touch and keyboard experiences.         An iOS application for phones and tablets.         Centrally managed and targeted for stores, registers, or specific users.         A user interface to match unique processes and the ability to define specific layouts for specific layout sizes targeted for specific devices.         The ability to allow retailers to ensure that the aesthetics resonates and communicates a unique brand.         Simple and easy deployment (self-serve).         Configurability to connect to Microsoft Cloud or Retail Store Server. Payments Continued investments in omni-channel payment processing through advancements in SDK and connectors through partners:        Provide retailers with out-of-the-box PCI-free omni-channel payment solutions.        PCI-free “turnkey” solutions w/Token and P2PE.        VeriFone solutions that support retail, e-Commerce, and call center MOTO for the US market.        MasterCard solutions that support call center MOTO and e-Commerce for 13 markets.        Out-of-the-box with redistribution rights from MasterCard and VeriFone.        Payment SDK supports extensibility for customers or independent software vendors (ISVs). Retail store We are adding several new capabilities for retailers to improve their store operations. Some of these key features include: Tracking sales representatives: Several retailers can track sales representatives and commissions for sales in their stores. Sales representatives may not be the person who is ringing up the sale in the POS. Microsoft is adding the ability to set up and manage sales representatives in stores (who may or may not be POS users), set up commission structures, and track capabilities.        Users should be able to add a sales representative at a transaction level or at a line level.        Track one or more sales representatives.        Track sales representatives for cash-carry sale, as well as customer orders.        Track sales and payout commissions, as well as end of day statement posting processes.        Configuration options to support prompting, permissions, receipt printing, and more. Hardware Station: Several improvements to hardware station and peripheral handling of POS include:        Handling concurrent requests.        Modern POS application to use hardware out-of-box without configuration.        POS auto-switches to leverage shared peripherals without app restart.        Simplified configuration, including removal of hardware station profiles or types, such as shared/dedicated, notify, or prevent devices not meant for shared usage, etc.        Support for Windows 10 Universal Windows peripherals support - Cash drawer and Receipt printer.
• #19: Additional warehouse support in manufacturing This release introduces new workflows for the handheld mobile device, which enable you to: ·       Use the handheld device to register empty kanban through scan of the kanban card. When an empty scan is registered, a new kanban is created to replenish the kanban supermarket. Register material consumption of un-reserved batches and serial numbers from both license plate and non-license plate controlled locations. The registered material will be posted against the production order in the Production picking list journal. Cost accounting Cost accounting is designed to support global companies and their need for consolidated reporting. You can import data from Microsoft Dynamics 365 for Operations or other external systems via Microsoft Excel. Cost accounting lets you:        Classify cost by cost behavior.        Distribute cost per cost element between cost objects.        Allocate cost balance between cost objects at a user-defined aggregated level by using cost rollup rules.        Calculation of cost rate per cost object with a cost breakdown structure Cost accounting supports managerial reporting and analysis with a modern productivity touch through Workspace, Excel, and Power BI. Vendor collaboration Inviting vendors to collaborate directly in Dynamics 365 for Operations improves the vendor’s visibility of purchase orders and ensures a shared view on responses to purchase orders. This reduces the miscommunication and misunderstandings that can occur when the PO is exchanged by mail or fax.   The functionality for collaborating with vendors has been expanded in this release. External vendors can now respond to individual purchase order lines and suggest changes, such as new dates, quantities, split a line in new delivery dates, or substitute an item with a new item. Warehouse enhancements for high volume distribution centers Several enhancements have been made to enhance the productivity of warehouse workers by adding flexibility end effectiveness to operations after work has been created.   Additions to the packing station functionality include the ability to:        Create work after packing: This is important when there are additional processes after manual packing work (such as palletizing, quality inspection, consolidation of shipments, or changes to loading docks). These steps can now be modelled with separate work steps in the warehouse management solution for Dynamics 365 for Operations.        Group containers: This allows multiple packages to be grouped into one container or license plate. For example, an eCommerce operator can group 100 individual packets into one container that can be further processed (moved, staged, loaded) by just scanning one barcode (license plate) for the grouped container.        Create a release policy for packed containers: The creation of work that’s triggered by container release can be automated or manual. When it’s automatic, work is generated at container closure using the location directive and work template framework. A manual release empowers the packer to decide when the work should be generated - for a single container or for a group of containers. This feature reduces the risk of picking and moving closed containers that aren’t yet ready to be moved from the packing station. It allows for non-system steered grouped release.
• #22: Accounts payable Accounts payable helps you track vendor invoices and outgoing expenditures. You can enter vendor invoices manually or receive them electronically through a service. After invoices are recorded, you can review and approve them. You can use invoice matching, vendor invoice policies, and workflow to automate the review process so that invoices that meet certain criteria are automatically approved, and the remaining invoices are flagged for review by an authorized user. After vendor invoices are approved, you can pay vendors. If your organization includes multiple legal entities, you can use centralized payments to pay all invoices from a single legal entity. Accounts receivable Accounts receivable helps you track customer invoices and incoming payments. You can create customer invoices that are based on sales orders or packing slips. You can also enter free text invoices that are not related to sales orders. You can receive payments by using different payment types, such as bills of exchange, cash, checks, credit cards, SEPA, and other electronic payments. If your organization includes multiple legal entities, you can use centralized payments to record payments in a single legal entity on behalf of the other legal entities. Budgeting Use Budgeting to set up, create, and view budgets. Budgeting can include budget control, which you can use to monitor the budget funds that are available for planned and actual purchases and expenditures. You can create budget register entries for the original budget, budget transfers, and budget revisions. You can also create budget register entries for encumbrances and pre-encumbrances for purchases and planned expenditures. Budget register entries can be created automatically when budgets are transferred to the general ledger from other modules, such as Project management and accounting or Fixed assets. Cash and bank management Cash and bank management gives you the ability to manage legal entity bank accounts and the financial instruments associated with bank accounts, such as deposit slips, checks, bills of exchange, and promissory notes. Advanced bank reconciliation functionality saves you time with automated matching between electronic bank statement lines and bank transactions, allowing you to focus only on the exceptions. Visibility into your bank balances and transactions is available in several ways, including charts, reports, and inquiries.        Bank management workspace: A new Bank management workspace is available to help track bank accounts and balances for your legal entities. Current and pending balances are immediately available for all accounts, with the ability to drill back from the balances into the detailed transaction vouchers. You can also see the historical balance data for each bank account, or summarized for all bank accounts in the company, in both short and long term views. There is increased insight into bank account reconciliation, with last reconciled dates reported for each bank account as well as an indication for reconciliations in progress.        Bank statement import across companies: You can now import electronic bank statements for all legal entities with a single step. Bank statement files can contain statements from many bank accounts and legal entities, and zip files can contain multiple bank statement files. Using a single import process, you can start the reconciliation for all reported bank accounts in all legal entities, saving you time from switching companies and multiple statement imports. You can also automatically run matching rules against all imported statements in each company.  Credit and collections Credit and collections enables enterprises to lower their days sales outstanding (DSO) and reduce credit risk. This provides support for key processes such as managing credit, delinquencies, disputes, write-offs, and organizing the interactions between the collection agent and customer through collection cases.        Credit and collections workspace: A new credit and collections workspace has been added to provide visibility into key metrics such as open cases, activities, and customers over their credit limit. New charts have been added to provide visibility into aged balances and amounts such as promise to pay, disputed amounts, etc. Without leaving the workspace the information can be filtered to a specific company, customer pool, or customer. Expense management You can create and approve travel and other business related expenses for reimbursement using the Expense Management module. Policy rules can be configured to meet the expense reimbursement policies of your organization, such as requiring receipts to be attached for specific categories or expenses over a specified amount or requiring itemization of categories such as hotel expenses. Flexible workflows can be defined for expense line or expense report approvals. Financial reporting Financial reports provide insights into an organizations financial state at the end of defined periods. You now have the capability to do the following:        Format your report to contain line numbers to easily identify report rows and statutory formats.        Choose the financial reporting financial dimensions and attributes that you want in the General ledger. This prevents unnecessary information from showing on your report if it is not critical to financial reporting.        Print read-only, presentation ready financial reports to PDF with Microsoft SQL Server 2016.        View additional details and versions of the financial reports with the report list enhancements. The list of reports shows when the report was last generated and how it was modified by. You can also quickly filter your report list by a folder name so you only see the reports relevant to you. View previous versions of the report to accurately track the change in data over time.        View translated financial data, by any currency in the system, simply by choosing the currency in the report.        Make it easy for users to see the generated date and time on report headers or footers on a financial report by adding the new auto text options. Knowing when a report was generated provides crucial information to a user on how new the report data is.        Analyze data more efficiently with financial dimensions in separate columns when exporting to Microsoft Excel. Fixed assets Fixed assets will help you manage your capitalized assets over their financial lifecycles, with automated processes to increase your efficiency in tracking values and reduce reporting errors. Fixed assets can be configured to track multiple valuations, for different purposes such as corporate and tax reporting. Fixed asset functionality is highly integrated with other areas of the product, including General ledger, Accounts payable, Accounts receivable, Inventory, and Project. You can acquire assets automatically through the purchasing process, using capitalization thresholds as defined by your organization. Capital projects can also be converted into an acquired fixed asset when the project is complete. Depreciation is automatically calculated based on defined methods, and posted to the general ledger as configured. Fixed assets can be sold or scrapped through journals, or can be sold as a part of the sales process using a free text invoice. General ledger You can allocate, or distribute, monetary amounts to one or more accounts or account and dimension combinations based on allocation rules. There are two types of allocations: fixed and variable. You can also settle transactions between ledger accounts and revalue currency amounts. At the end of a fiscal year, you must generate closing transactions and prepare your accounts for the next fiscal year.        Dimensions and Controls: While entering account and dimension combinations, if only a single value remains, the system uses the default value. The valid value is determined by the allowed financial dimension and account value setup, which expedites the end-user entry experience.        Foreign currency revaluation: You can process foreign currency revaluation for all companies and accounts at one time with the support of exchange rate types for main accounts and multi-company processing. Save time and prevent mistakes by previewing the results of the currency revaluation before it is posted. You can also click on the voucher to see the created transactions from the periodic process.        Year-end close: You can save time and manage your year-end processes from a single page with multi-company year-end close. Group together companies with the same fiscal calendar and close settings and when ready, run the process for as many companies as needed with a single click.        Intercompany processing and multi-company general ledger: Manage your intercompany accounting relationships from a single page. Bringing a new company on board has never been easier, by completing the setup for the originating and destination company in a single location. Create the reciprocal relationship if posting is allowed by a single button click.
• #25: General One of the most notable changes in this release is a branding change: Dynamics AX has been rebranded to Dynamics 365 for Operations. Microsoft Dynamics AX is now part of the new Microsoft Dynamics 365 umbrella. This change has mandated rebranding in terms of both the product name and the product icon. The new name for Dynamics AX is Dynamics 365 for Operations. Servicing environments Servicing environments includes all aspects of deployment and use of Dynamics 365 for Operations, from onboarding and implementation to updates and monitoring and through service termination. For each successful implementation of Dynamics 365 for Operations, Microsoft, the customer, and partners or ISVs have specific roles and responsibilities.   You can use these features to service your Dynamics 365 for Operations environment:          Use a Dynamics 365 for Operations trial A 7-day trial of Dynamics 365 for Operations will be made available through a simple email signup. The trial version of Dynamics 365 for Operations includes a Getting started guide that provides a step-by-step task guide, which allows you to view specific scenarios in action. The product is available to explore and exercise scenarios. Demo data is included to ease the use of the product and to make the experience more meaningful. A reminder email will be sent 3 days prior to the trial expiration. A buy experience can be initiated at that time to complete the purchase.          Rollback the environment state when package application fails. In previous versions, when package application initiated through Lifecycle Services (LCS) fails, there was no way to roll back the environment state. The only possible to do this was through manual intervention. Now you can rollback your environment state through LCS.          Merge up to 3 deployable packages. This feature significantly reduces the downtime resulting from the application of these packages, and optimizes applying these packages and the overall wait time.          Apply deployable packages with reduced downtime. Currently, the average downtime needed to apply a single package in an environment deployed through LCS is 5 hours. With this feature, the package application is optimized so that the downtime is greatly reduced.          Troubleshoot deadlocks using monitoring and diagnostics tool in LCS. With this feature you can troubleshoot deadlocks using the monitoring and diagnostics tools in LCS to review the query that has deadlocks and perform advanced troubleshooting by reviewing the deadlock graphs.          Copy databases between environments. This feature lets you request a database copy from one SQL Azure-based environment to another, which will be fulfilled automatically by the system in near-real-time. This reduces the time required to copy databases          Take advantage of improvements in disaster recovery. Microsoft has added more automation to disaster recovery to reduce the recovery time. Web client You’ll notice the following changes when working with the web client:        Use the down arrow in a grid to add a new row. When adding rows to a grid, the use of down arrow to create a new row would be ignored if the current row contained incomplete information. This behavior was inconsistent with the use of the Add New button and its shortcut Alt+N. Using the down arrow to create a new row is now consistent.          Some application programming interfaces (APIs) are now deprecated With the introduction of a new web-based platform, the Dynamics 365 for Operations platform offers a complete set of new interactive controls. In some cases, seldom used properties or methods were deprecated on controls that existed in Dynamics AX 2012. In the case of the FormListControl, some seldom used methods were not implemented but their API were not marked as deprecated. With this release, those methods are now marked as deprecated. Mobile You can now design mobile experiences to enable your users to stay productive while on the move.   Dynamics 365 for Operations brings support for a mobile phone app (available on the iTunes App Store for iPhones, Google Play Store for Android phones, and Windows Store for Window phones). The mobile approach allows you to reuse business logic and modeling from the product while enabling rich offline and mobile interactions, and an easy-to-use designer experience. Developers can create simplified forms in Microsoft Visual Studio and then design mobile pages that expose this functionality. This mobile solution makes it easy to change the forms and mobile app definitions in order to include customizations made to the product. Country/region localizations & languages In Dynamics 365 for Operations we extended our country/region localization and translation footprint. Additional 18 country localizations: Microsoft now provides further country/region-specific capabilities to meet local regulations for the following 18 countries: Austria, Belgium, Brazil, China, Czech Republic, Estonia, Finland, Hungary, Italy, Latvia, Lithuania, Norway, Poland, Saudi Arabia, Spain, Sweden, Switzerland, Thailand. Arabic language support: Microsoft provides Arabic (Saudi Arabia) language translation including Right to Left and Bi-Directional language support. User documentation in 24 languages: Microsoft published Help documentation in the following languages: Arabic (Saudi Arabia), Czech (Czech Republic), Danish (Denmark), Dutch (Netherlands), English (US), Estonian (Estonia), Finnish (Finland), French (France), German (Germany), Hungarian (Hungary), Icelandic (Iceland), Italian (Italy), Japanese (Japan), Latvian (Latvia), Lithuanian (Lithuania), Norwegian Bokmål (Norway), Polish (Poland), Portuguese (Brazil), Russian (Russia), Simplified Chinese (China), Spanish (Spain), Swedish (Sweden), Thai (Thailand), Turkish (Turkey). Note that Microsoft does not ship the Turkish functional localization and its documentation. It is an independent solution vendor (ISV) opportunity. Dynamics Translation Service Microsoft upgraded the ERP Translation Solution to be an LCS hosted service. The new Dynamics Translation Service provides ISVs and partners with an automated translation service for new and existing languages for Dynamics 365 products and solutions. The output is directly produced in the expected language resource file formats for these products. In addition, this service provides the full leverage of the Dynamics legacy translation assets, which allows ISVs and partners to leverage their own legacy translation assets as well as review and edit the translation output. 
• #26: Narrative
• #31: Thanks for joining me today – happy selling!