Ottobre 19, 2020

Microsoft Dynamics 365 Sales 2018 features

Microsoft Dynamics 365 is evolving way faster than you can imagine because the team is continuously developing and updating this flagship customer relationship management solution. Like the past few years, 2018 will bring us more updates and new functionality to the Microsoft Dynamics 365. Here are some of the new features currently under development and will be released in this year:

 

·       External project management integration: Microsoft Dynamics 365 is adding the external project management integration which will allow you to connect to the project management and resources and syncing contacts, projects, tasks, billing, expense reports, categories, forecast and purchase orders.

 

·       Multiple bin relations: When you are in a cluster picking scenario, this Multiple bin relation will allow you to assign new bins to the same work order. Thus, the cluster picking flow will continue without any problems. That means when this feature will be available on Dynamics 365,  one work order can be complete with multiple bin relations after picking route is completed.

 

·       Retail layout designer: Retail layout designer is coming with more improvements with new screen layouts and printed/email receipt templates. After this update, you will be able to edit multiple layouts at the same time and switch between different layouts without saving them. It will allow you to quickly see the previous template without even closing the current editors.

 

·       On-premises data integration: On-premises data integration will allow you to import or export data in data management with the integrated APIs. Which will also provide the external application integration on Dynamics 365 for financial and operations with the capability to export or import data using data entities.

 

·       Inventory counting reason codes: Different reason codes as post counting journals, cycle counts, adjustment in/out, spot count, threshold count will be added to the counting journals for both warehouse and mobile application. This feature will allow you to use standard finance and operations more efficiently and quickly on Dynamics 365.

 

·       Outbound shipment confirmation: With this feature of Microsoft Dynamics 365, the accepted ongoing project can automatically be decremented from the shipment. Because outbound shipment confirmation will allow the system to work with exception handling which either allows or block the process of shipping fewer quantities than originally requested.

 

·       Preparing materials for production and batch orders: In the jobs and people section on the production floor management workspace, a new list and materials will be added. This list will allow the Shop Floor supervisors to manage materials for specific orders to be applied for coming period such as the next shift.

 

·       Power BI integration: With the new power BI integration on Dynamics 365, you will be able to discover reports by making them visible from your frequently used NAV lists. This will allow you to track your frequently used and ongoing projects, manage them directly from the lists and set or update alerts according to your best strategy to grow your business.

 

These are some of the upcoming features which are under development and will be released soon within this year. And there are some improvements which will be also added to the Dynamics 365, as:

·       Payroll import from QuickBooks,

·       Bulk invoicing improvements,

·       New automation for inbox and outbox,

·       Direct transfer orders,

·       Use EU VAT number to update contact name, and so on.

About The Author

Founder & CEO of Logol AG www.logol.com Microsoft MVP Business Solutions Active member of Scrum Alliance with the certifications CSM and CSP I got Microsoft MCP, MCPD, MCTS certifications as well.Logol, pioneering specialist in the field of cloud-enabled digital transformation, is the first operator specifically created to implement modular programs designed to unleash breakthrough innovation and rationalize business processes. Founded and directed by an award-winning expert tapping directly into the vision of leading IT companies and spearheading forward-thinking digitalization projects, Logol addresses the needs of enterprises in all sectors as they embrace new technologies and organizational change in the era big data and artificial intelligence. Logol helps organizations leverage the power of the most advanced cloud technologies, offering end-to-end consultancy for total digital transformation and business process automation, employing agile methodologies and change management techniques for smooth transitions towards new business paradigms. Digital transformation programs are a milestone in a company’s business evolution and can be the basis of their success. Accompanying clients as they transform their business processes, Logol assists them in rethinking not only the scope of their technologies, but also the strategy, mindset and company culture that make digital transformation viable and effective. As digital transformation programs are successful only if approached with the highest professional competence, Logol selects and employs brilliant professionals who demonstrate outstanding technical expertise in the most advanced information technologies, in depth strategic knowledge of business processes and innovation, and refined soft skills to better support people and organizations facing change. Logol is headquartered in Switzerland and addresses the needs of both public and private sector players by promoting a comprehensive and proactive approach to digital transformation as a necessary step for inclusion and competitiveness in today’s digital economy.

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