Microsoft’s spring release for Dynamics 365 for Finance and Operations brings in some nice new finance features and brings back some favorites from previous versions.
One of the returning favorites is the Creating an Alert function. In previous versions of Finance and Operations, you had the ability to set alerts for a variety of functions. Some examples are overdue deliveries, deleted orders, price changes, new customers, and many more.
The function Right click > View details has also returned. This feature allows you to go to the originating table for information you would like view. For example, if you want to view more information on a customer, all you need to do is right click on the blue hyperlinked customer number and select View details. This will take the user to all of that customer’s information.
A brand-new feature in this release is the Optimization Advisor. This looks at the performance of the system, performance of inventory closing, quality of data, and it can unlock a locked financial journal. To enable this function, click on the optimization opportunity, select Take action, then set the desired parameters and run the Optimization advisor. This will help keep your environment running at its best.
Creating a mobile project timesheet is also a new feature in the spring 2018 release. This means that mobile employees can record time to a specific project, create a timesheet from scratch, copy an existing timesheet, and delegate timesheet creation to another user. This can all be done on any mobile device via a mobile web browser.
Microsoft has expanded a few other project accounting related functions in this release. First, they have allowed a resource manager to overwrite default project allocation hours. This means that when a resource is assigned to a project, the system automatically assigns them based on the number of hours the task is booked for. Sometimes, this is not the case and the hours will need to be adjusted due to extenuating circumstances such as: resource availability on other projects, tasks needing more time, etc.
You can now also reserve a resource past the end of a task. This is helpful for a couple of reasons. If a resource is not available when a task is supposed to begin, another resource will have to be scheduled for longer to compensate for the new resource’s lack of availability. This gives the manager some flexibility when scheduling resources. The resource will be notified of the extension and so will the project manager and they can then request a new resource if needed.
This information is specific to Microsoft Dynamics 365 for Finance and Operations and only includes new information as it relates to the spring 2018 release.
Want to learn more about this subject and more? The Spring 2018 Update Webinar Series is an excellent resource for staying up to date on the latest CRM and ERP changes for Dynamics 365. Plus, it’s all FREE! Register for one or more sessions now.