In its February release, Microsoft Dynamics 365 for Financials brought forth a number of new capabilities and updated features. Notable ones include the following:
A new Services and Extensions button is added to the Business Manager and Accountant Role Center. This button brings up a list of setup pages, service connections and add-ons which can be enabled either through assisted or manual setup.
This feature allows the user to quickly identify and delete duplicate contacts on their customer list right from the new Contact Duplicates tile in the Sales and Relationship Manager Role Center. A sales person or purchaser code can also be set up to be automatically included on new sales or purchase orders, making it easier to follow an individual employee’s performance as a basis for calculating the sales commission or bonus.
Users can manage inventory in multiple locations or within different bins in a warehouse and buy and sell from various locations. The Availability per Location window shows information on item availability per inventory location, while transfer orders allow the user to move items between locations.
The Dynamics 365 for Sales Integration functions as a Customer Relationship Management integration. Users can synchronize their data (sales orders, item availability, currencies) between the two apps using the assisted setup function, making for a more seamless lead-to-cash process.
This extension gives users the ability to import payroll transactions from Ceridian HR/Payroll (US) and Ceridian PowerPay (Canada) where payroll data will be imported to G/L accounts and mapped to the payroll account.
To see more of the new capabilities and updated features, download our free D365 for Financials Demo or Content Pack below.
Linz Tan, Web Marketing Assistant, WebSan Solutions Inc., a 2014 Ontario Business Achievement Award Winner for Service Excellence