Coming soon for Dynamics 365 for Financials!
With Basic Human Resources, you can maintain a list of employees in your company. You can add basic information and a picture for each employee. Coming soon for Dynamics 365 for Financials!
With Electronic Funds Transfer, you can pay vendors using electronic payments. You'll be able to modify the format that is used to create the EFT file to suit your needs. You can assign a file layout to each bank account, and then when EFT payments are processed, each EFT file uses the specified layout. The default layouts will include a PPD and CCD file layout.
You can now import payroll transaction files from Ceridian HR/Payroll in US and Ceridian Powerpay in CA by installing the Ceridian Payroll extension. Aggregated payroll data, including date, payroll account, description, and amount, will be imported to your G/L accounts according to mappings that you perform once per payroll account. The extension also contains a sample payroll file that you can use to try out the functionality, for example, in a demo company.
To streamline your marketing reporting, you can now specify a salesperson/purchaser code for user accounts. When you then create sales or purchase documents, the default salesperson/purchaser code is the one specified for your user account.
To increase sales people's productivity in managing opportunities and to provide a more fluid experience for phone and tablet devices, you can set default chances of success in the sales cycle stages in opportunity management.
Managing contact duplicates is important as contact information tends to grow over time. If you're a sales & relationship manager, your Home page now shows the number of duplicate contacts.
Tailor your cover sheet reports to your business needs using Word.
Filter exactly which contacts you want to export from a segment and send to a marketing Agency.
Dynamics 365 Integration
Connect to your Dynamics 365 for Sales solution in a few easy steps. The assisted setup helps you synchronize your data across the two apps, including sales orders, item availability, units of measure, and currencies.
To empower developers and service providers to easily integrate with Dynamics 365 for Financials, we are adding REST-based web service APIs with easy-to-use authentication. The APIs can be used on their own or in combination with extensions when there is a need to add user interface elements or business logic to Dynamics 365 for Financials. We will start by adding APIs for common record types, including customer, vendor, employee, item (product), sales order, sales invoice, account, and journal.
You can now send a sales quote to a contact without having to create them as customers first.
With Multiple Locations, you can manage your inventory at different places. Multiple Locations gives you a more detailed overview of inventory, whether it is placed at ather geographical locations or just in different places in your warehouse. You can buy to and sell from locations. When you sell items, the Availability per Location window will tell you how to best deliver items to customers. You can transfer items between locations with transfer orders.
Payroll - Quickbooks File Import
You can now import payroll transaction files in the Quickbooks IIF format by installing the Quickbooks Payroll File Import extension. Aggregated payroll data, including date, payroll account, description, and amount, will be imported to your G/L accounts according to mappings that you perform once per payroll account. The extension also contains a sample payroll file that you can use to try out the functionality, for example, in a demo company.
Setup and Configuration
Microsoft Dynamics 365 Roadmap
We have added a Setup and Extensions button in the navigation pane for the Business Manager and Accountant Role Centers. From the list of actions, you can open practically all setup pages, either assisted or manual, and you can open setup pages for service connections and extensions. Third-party extension providers can add their actions to the list. In the Manual Setup action group, each action refers to an area, such as General, Finance, and System. The row for each setup page has keywords allowing you to both search across setup pages and to filter the list to only see setup pages within a given area.