Spring 2019 Release Updates

Dynamics 365 for Finance & Operations

This jam-packed session will provide information on the latest updates to Dynamics 365 Finance & Operations, including Financials, Supply Chain, Navigation, Forms, and miscellaneous product updates.

This session will help you understand what are the next steps for you and how you can start leveraging on these new features.

Dynamics 365 Financeand OperationsSpring Release Update

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Agenda

“One Version” Update – Evergreen App

What’s new – Dynamics 365 Platform

What’s new – Financials Management

What’s new – SCM, T&E and Others

What’s your next?

One Version – Every Customer on the latest version of Dynamics 365 - Always

One Version – Evergreen ApplicationEvery customer on latest version of Dynamics 365 always

SEALEDMicrosoft managedcontinuous updates

Dynamics 365 for Finance & Operations

Full adaptability with1000+ developer extension points

ISVs and pro developers

Extensibility Points

End users (Citizen developers,Power users)

Low/No code experiencefor faster adaptability

Embedded PowerApps

Embedded PowerBI

MicrosoftFlow

CustomFields

Leading to

Supports continuous updates: No more expensive upgrades! Improves supportability and serviceability

Empower customers to improveproductivity without impeding upgradability

Reduced implementation costs forno – code personalization and customizations

Makes it much easier for ISVs to innovate along side Microsoft Faster implementations and improved quality

Microsoft’s Service Update Principles

Ensure QualityBackward compatibleRing based validations and releaseCustomer release validation program (RVP)1000+ extension pointsUpdate UAT followed by ProductionCumulative Service Updates

Customer in controlCustomer configured update windowDefault monthly | Pause up to 3 monthsOpt-in to enable new featuresPrograms to get early access to builds12 month deprecation notice30 min down me → 0 down me in 2019Regression testing & data task testing toolUpdate impact analyzer

Safe Deployment Practice

MicrosoftExtensive validationCompatibility checker100+ customer release validationprogram (RVP)

Targeted releasePreview early access program (PEAP)Preview Builds

First releaseAuto updateSelf updateProduction Ready

Standard releaseMonthly predictabilityCustomer controlled patching windowUAT followed by production on consecutive week

Series of progressive validation to ensure quality

Ring 0 Ring 1 Ring 2 Ring 3 Ring 4

Feature Teams Finance and

Operations TeamRVP

Targeted release PEAP

(Preview) First release (Production)

Standard release (GA)

Auto update notice

Sandbox update

Continuous Update Cadence

Month 1 Month 2 Month 3

Week 3 Week 4 Week 1 Week 2 Week 3 Week 4 Week 1 Week 2

LCS updates announcing minor updates for Month 1

LCS updates announcing minor updates for Month 2

Self update Auto updateSelf update Auto update

Prod update

Auto update notice

Sandbox update

Prod update

Auto update notice

Sandbox update

Prod update

Pick your “Patch Sunday” & environments to update.

What’s new in the Dynamics 365 Platform – Spring 2019 release

*Features coming between April – September 2019

Client and Usability ImprovementsEnhanced

Grid ExperienceSimplified Viewsand Templates

Saved Views –Advanced Personalization

Improved grid control that will load data faster and accurately.

View amount totals in grids, justlike excel.

Create data grouping within grids, just like excel.

Filter and sort data in everydata field.

Role and task specific views of different pages.

Focus on role specific data and layout on each view.

Create your own personalized views and share.

Out of the box templates.

Multiple named set of personalization per page.

Create, save, share multiple optimized views of forms.

Simplify user experience and improve user productivity.

Create corporate standard views and share, manage views centrally.

*Features coming between April – September 2019

Embedded Power BI dashboards for all modules

Embedded Power BI dashboards for all modules

Business Events and Microsoft Flow

Whole new way to integrate external apps and services with no codeMicrosoft Flow and Azure service bus can subscribe to business events

Endless possibilities of automation Customize business events for your needs

User performed business processes are business eventsMechanism to talk to external

systems for automated actions

Workflow, non-workflow and alert events supportedAct on F&O workflow

documents using MS Flow

Common Data Service for Apps

Configure with few clicks

Configure connection of F&O with CDS with just

few clicks.

Chose what to surface in CDS and open up whole

new possibilities

Bi-directional, real time

Data is always up to date in CDS for Apps.

Changes in F&O go to CDS and vies-versa

Standard and custom entities

Over 60 entities now, more to come in June-

July. You can create custom entities in CDS

With the Spring, 19 release, You will now be able to configure your Finance and Operations environment and link it to Common Data Service as part of the environment deployment flow in Lifecycle Services.

What is the Common Data Service for Apps? Jumpstart apps using a standardized data model with business logic, security and integration built-in

Extend to your own needs and integrate across your apps and services

Seamless Dynamics 365,Office 365, and Azure integration, augmented with data from industry partners

Enterprise-grade Cloud and on-premises connectivity Pro-developer extensibility

First Party App

ISV Application

ISV Power App

Power User Companion

App

CDS SDK Power Apps

Common Data Service for Apps

Security Model

Custom Entities ISV Entities 1st Part Entities

Common Data Model

Dynamics 365

Sales

Customer Service

External Systems

OfficeOutlookExcelGraph

Power BI

Microsoft Flow

F&O – Prospect to Cash Integration using CDS

F&O – Field Service Integration using CDS

What’s new in Financials Management–Spring 2019 release

Revenue Management – IFRS 15 & ASC 606

Overview

Revenue recognition management provides automation to help accounting and finance professionals comply with IFRS 15 andASC 606

Features & Capabilities

Revenue pricing Revenue schedules Bundle setup Multiple sales order reallocation Workspace navigation and reporting

Scenarios Supported

Software and maintenanceSoftware and servicesSoftwareHardware and service

Revenue Pricing Setup

Users can enter a different price that they will recognize that is different than they charge the customer

Revenue &Billing Schedules

Create revenue schedule based on actual days of the month, splitting equally across month or based on a set number of occurrences

*Features coming between April – September 2019

Revenue Management – IFRS 15 & ASC 606

Revenue Management – IFRS 15 & ASC 606

Other Misc. Financials FeaturesAuto Ledger Settlements

Rules based transactions filtering

Automatic matching and settlement of transactions

Run foreign currency revaluation for bank balances as a periodic process

Bank foreign currency reconciliation

Enterprise credit management provides capabilities to automate the

credit control management process for accounting and finance

professionals

Enterprise Credit Management

Reverse Journal Posting

Reversal of multiple general journal lines

Reversal entire general journal

Other Misc. Financials Features

SCM, T&E and Other updates

Purchase order delivery dates based on lead times and working daysRFQ – Respond to vendor’s questionsPurchase card processingInventory Performance optimizations

Master Planning stability and recovery improvementsImproved removal of obsolete planning dataPlanning Service

Significant user interface enhancements for faster expense entryEasier receipt management with previews and faster itemizationsEarly visibility to policy violationsNew Project Timesheets mobile app

Project Timesheet Mobile App

Expense Report Entry improvements

Expense Report Entry improvements