Microsoft Business
Applications October Virtual
Launch Event
Finland Dynamics User Group presenting highlights
Finland Dynamics
User Group admins
Teemu Miettinen, Markku Suominen, Jukka Niiranen,
Kimmo Koski, Antti Pajunen
https://twitter.com/Dyn365FDUGhttps://www.dynamics365.fi/
Microsoft Dynamics
Ecosystem
https://twitter.com/CaltechIT/status/11837
65046448533505
But before we start, tweets from #eXtreme365
2019 Release Wave 2
Reactive James Phillips 😕 Proactive James Phillips 🤪
Customer Insights
CI in PowerApps & Power BI
Omnichannel
Engagement Hub
Virtual Agent for
Customer Service
Product Insights & Connected Field Service
Connected Store
1984
1984
2000
2013
Meet Project…
… again!
One platform that spans Office 365, Dynamics 365, and standalone applications
Analyze. Act. Automate.
Power BI
Business analytics
PowerApps
Application development
Flow
Workflow automation
Common
Data Service
Data
connectors
AI Builder
Microsoft Power Platform
Project Users
Create Projects/Tasks
Share Project/Tasks
Create Resource Roles
Manual Assignment
Project Team
Co-edit projects
Project Templates
Baselines
Time tracking
Aggregate Projects View
Named Resources
Delivery Projects
Quotes
Contracts
Invoices
Fees
Expenses
Approvals
Resource Booking
Investment Projects
Program Management
Portfolio Management
Risk Management
Business Process Flows
Funding Sources
Revenue Recognition
Regulatory Requirements
Policy Enforcement
Subcontractors & gig workers
Current State Project Execution Offerings
There are so many more…
…that can get the job done
Professional services
Project TESARM
Microsoft Project
Project
Home
Roadmap
Planner
Office Fabric
Legend
D365 App
RM = Resource Management
TESA = Time, Expense, Status, Approvals
PWA = Project Web Access (aka Project Online)
GLAPAR = General Ledger, Accounts Payable, Accounts Receivable
F&O = Dynamics 365 for Finance & Operations
CDS = Common Data Service
Select F&O Entities
Talent
Professional services roadmap
1
URS
Dynamics Sales Extension
for Projects
RevRec
Expense
Invoicing2
3
Current State for PSA
49
PROJECT SALES PLAN PROJECTS RESOURCE MANAGEMENT TESAPROJECT SALES PLAN PROJECTS RESOURCE MANAGEMENT TESA
Dynamics 365 PSA Capabilities
Task
Management
Lite WBS
Gantt
Pipeline
Management
Support for
Products and
Projects
Contract
Management
Project
Quotes
Cost &
Revenue
Estimation
Project
Profitability
Configurable
Pricing
Multiple
Billing
Methods
Resource
Booking
Booking
Reconciliation
Substituting
Resources
Skills
Management
Universal Resource
Scheduling (URS)
Approvals
Project Tracking
for POW, Cost &
Revenue
Time & Expense
Lite Entry
Roadmap for the new Project
50
PROJECT SALESPROJECT SALES PLAN PROJECTS RESOURCE MANAGEMENT TESA
Project
Task
Management
WBS
Gantt
Project
Scheduling
Service
Roadmap: Target next winter
51
PROJECT SALESPROJECT SALES PLAN PROJECTS RESOURCE MANAGEMENT TESA
Pipeline
Management
Support for
Products and
Projects
Contract
Management
Project
Quotes
Cost &
Revenue
Estimation
Project
Profitability
Project Dynamics 365 PSA Capabilities
Configurable
Pricing
Multiple
Billing
Methods
Resource
Booking
Booking
Reconciliation
Substituting
Resources
Skills
Management
Universal Resource
Scheduling (URS)
Approvals
Project Tracking
for POW, Cost &
Revenue
Time & Expense
Lite EntryTask
Management
WBS
Gantt
Project
Scheduling
Service
Roadmap: Target next winter
52
PROJECT SALESPROJECT SALES PLAN PROJECTS RESOURCE MANAGEMENT TESA
Resource
Booking
Booking
Reconciliation
Substituting
Resources
Skills
Management
Universal Resource
Scheduling (URS)
Task
Management
WBS
Gantt
Project
Scheduling
Service
Project Dynamics 365 PSA Capabilities
Approvals
Project Tracking
for POW, Cost &
Revenue
Revenue
Recognition
Financials
Invoicing
Intercompany
Invoicing &
Expense
Time & Expense
Entry
INVOICING AND PROJECT
FINANCIALS
Dynamics 365 F&O Project Capabilities
Pipeline
Management
Support for
Products and
Projects
Contract
Management
Project
Quotes
Cost &
Revenue
Estimation
Project
Profitability
Configurable
Pricing
Multiple
Billing
Methods
Roadmap: Future vision
53
PROJECT SALESPROJECT SALES PLAN PROJECTS RESOURCE MANAGEMENT TESA
Resource
Booking
Booking
Reconciliation
Substituting
Resources
Skills
Management
Universal Resource
Scheduling (URS)
Task
Management
WBS
Gantt
Project
Scheduling
Service
Project Dynamics 365 PSA Capabilities
Approvals
Project Tracking
for POW, Cost &
Revenue
Revenue
Recognition
Financials
Invoicing
Intercompany
Invoicing &
Expense
Time & Expense
Entry
INVOICING AND PROJECT
FINANCIALS
Project
Extensibility
Interactive
Gantt chart
Project
Baselines
Quote to
Project
Subcon
Management
Quote
Revisions
Mobile
Approval
Advanced Contracts & Pricing
Global assignments
management
Resource self-service
Reconciling bookings and
assignments
Assignments
status reporting
Delegation
Entry & Approval
Extensibility
Dynamics 365 F&O Project Capabilities
Pipeline
Management
Support for
Products and
Projects
Contract
Management
Project
Quotes
Cost &
Revenue
Estimation
Project
Profitability
Configurable
Pricing
Multiple
Billing
Methods
Dynamics 365 Ecosystem, tweets from
#eXtreme365, Dynamics Marketing,
simplified lead management
Markku Suominen
Dynamics 365 Marketing and Dynamics 365 Customer Insights
Integration
Dynamics 365 Marketing A/B testing
Dynamics 365 for Marketing - architecture
Support for surveys using Microsoft Forms Pro
Convert lead and optionally create contact, account, opportunity
Display notes in Opportunity record
Dynamics 365
Finance and Operations
Release Wave 2 – 2019
Tekniset uudet ominaisuudet!
Teemu Miettinen
Ominaisuuksien hallinta
Feature management overview
• PU29 tuli ominaisuus Feature Management (työtila)
• Paneeliin tulee tiettyjä ominaisuuksia joita voidaan manuaalisesti
asettaa päälle.
• Kaikki uudet ominaisuudet eivät tule tänne.
• Jotkin ominaisuudet aktivoidaan käyttöön tietyn ajan jälkeen.
• Osa ominaisuuksista ei voida ottaa pois päältä aktivoinnin jälkeen.
• Voit ajastaa koska jokin tietty tai sitten kaikki ominaisuudet
aktivoituvat.
https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/get-started/feature-management/feature-management-overview
Pilvipalvelut ja Lifecycle Services
Feature Enabled for Public preview General availability
Geo expansion to France Admins, makers, or analysts,
automatically
- Oct 2019
Migration to self-service
deployments
Admins, makers, or analysts,
automatically
- Oct 2019
Database movement RESTful APIs
in Lifecycle Services
End users by admins, makers, or
analysts
Sep 30, 2019 Nov 2019
Configure add-ins through
Lifecycle Services
Admins, makers, or analysts,
automatically
- Feb 2020
Cross-project management -
License allocation
Admins, makers, or analysts,
automatically
- Feb 2020
Onboard to Azure Monitor Admins, makers, or analysts,
automatically
Oct 2019 Feb 2020
Data ja Prosessipalvelut
Feature Enabled for Public preview General availability
Trigger and monitor a flow End users by admins,
makers, or analysts
Jan 2020
Data in Common Data
Service - Phase 1
End users by admins,
makers, or analysts
Jul 24, 2019 Oct 2019
Data in Common Data
Service – Phase 2
End users by admins,
makers, or analysts
Dec 2019 Jan 2020
Alusta - Platform osa 1/3
Feature Enabled for Public preview General availability
Developer tools as
installable components
Admins, makers, or
analysts, automatically
Nov 2019 -
Embed Power BI solutions
directly into analytical
workspaces
End users by admins,
makers, or analysts
May 1, 2019 Oct 1, 2019
Preview documents using
embedded viewer control
End users by admins,
makers, or analysts
Jul 5, 2019 Oct 1, 2019
Attachment recovery End users by admins,
makers, or analysts
Aug 1, 2019 Oct 2019
Alusta - Platform osa 2/3
Feature Enabled for Public preview General availability
Visual refresh of the web
client to align with the
Fluent design language
End users, automatically Aug 5, 2019 Oct 2019
User productivity –
Filtering enhancements
End users by admins,
makers, or analysts
- Jan 2020
User productivity –
Personalization
enhancements
End users by admins,
makers, or analysts
- Jan 2020
Alusta - Platform osa 3/3
Feature Enabled for Public preview General availability
Improved experience on
mobile devices – Phase 1
End users by admins,
makers, or analysts
Nov 2019 Jan 2020
Build automation hosted
in Azure DevOps
Admins, makers, or
analysts, automatically
Jan 2020 Jan 2020
User productivity – New
grid
End users by admins,
makers, or analysts
Aug 5, 2019 Mar 2020
User productivity –
Saved views
End users by admins,
makers, or analysts
Aug 5, 2019 Mar 2020
Priority-based
scheduling for batch jobs
Admins, makers, or
analysts, automatically
Nov 2019 To be announced
Configurable business documents reporting in
Word and Excel
• Business Management Document löytyy omana työtilana
• Sen kautta voidaan avata SSRS raportteja Excel ja Word pohjille, ja
muokata niitä siitä suoraan!!!
• AR ja AP raportit löytyvät jo ja tuki muiden moduulien rapsoille tulee
vuoden loppuun menessä
Feature Enabled for Public preview General availability
Configurable business
documents reporting in
Word and Excel
End users by admins,
makers, or analysts
Aug 5, 2019 Oct 1, 2019
Kiitos!
https://www.dynamics365.fi/

FDUG October 2019 Virtual Launch Event Highlights

  • 1.
    Microsoft Business Applications OctoberVirtual Launch Event Finland Dynamics User Group presenting highlights
  • 2.
    Finland Dynamics User Groupadmins Teemu Miettinen, Markku Suominen, Jukka Niiranen, Kimmo Koski, Antti Pajunen
  • 3.
  • 4.
  • 5.
    But before westart, tweets from #eXtreme365
  • 6.
  • 7.
    Reactive James Phillips😕 Proactive James Phillips 🤪
  • 8.
  • 9.
    CI in PowerApps& Power BI
  • 13.
  • 14.
  • 15.
    Product Insights &Connected Field Service
  • 22.
  • 37.
  • 38.
  • 39.
  • 40.
  • 41.
  • 42.
    One platform thatspans Office 365, Dynamics 365, and standalone applications Analyze. Act. Automate. Power BI Business analytics PowerApps Application development Flow Workflow automation Common Data Service Data connectors AI Builder Microsoft Power Platform
  • 43.
    Project Users Create Projects/Tasks ShareProject/Tasks Create Resource Roles Manual Assignment Project Team Co-edit projects Project Templates Baselines Time tracking Aggregate Projects View Named Resources Delivery Projects Quotes Contracts Invoices Fees Expenses Approvals Resource Booking Investment Projects Program Management Portfolio Management Risk Management Business Process Flows Funding Sources Revenue Recognition Regulatory Requirements Policy Enforcement Subcontractors & gig workers Current State Project Execution Offerings
  • 44.
    There are somany more… …that can get the job done
  • 45.
    Professional services Project TESARM MicrosoftProject Project Home Roadmap Planner Office Fabric Legend D365 App RM = Resource Management TESA = Time, Expense, Status, Approvals PWA = Project Web Access (aka Project Online) GLAPAR = General Ledger, Accounts Payable, Accounts Receivable F&O = Dynamics 365 for Finance & Operations CDS = Common Data Service Select F&O Entities Talent Professional services roadmap 1 URS Dynamics Sales Extension for Projects RevRec Expense Invoicing2 3
  • 46.
    Current State forPSA 49 PROJECT SALES PLAN PROJECTS RESOURCE MANAGEMENT TESAPROJECT SALES PLAN PROJECTS RESOURCE MANAGEMENT TESA Dynamics 365 PSA Capabilities Task Management Lite WBS Gantt Pipeline Management Support for Products and Projects Contract Management Project Quotes Cost & Revenue Estimation Project Profitability Configurable Pricing Multiple Billing Methods Resource Booking Booking Reconciliation Substituting Resources Skills Management Universal Resource Scheduling (URS) Approvals Project Tracking for POW, Cost & Revenue Time & Expense Lite Entry
  • 47.
    Roadmap for thenew Project 50 PROJECT SALESPROJECT SALES PLAN PROJECTS RESOURCE MANAGEMENT TESA Project Task Management WBS Gantt Project Scheduling Service
  • 48.
    Roadmap: Target nextwinter 51 PROJECT SALESPROJECT SALES PLAN PROJECTS RESOURCE MANAGEMENT TESA Pipeline Management Support for Products and Projects Contract Management Project Quotes Cost & Revenue Estimation Project Profitability Project Dynamics 365 PSA Capabilities Configurable Pricing Multiple Billing Methods Resource Booking Booking Reconciliation Substituting Resources Skills Management Universal Resource Scheduling (URS) Approvals Project Tracking for POW, Cost & Revenue Time & Expense Lite EntryTask Management WBS Gantt Project Scheduling Service
  • 49.
    Roadmap: Target nextwinter 52 PROJECT SALESPROJECT SALES PLAN PROJECTS RESOURCE MANAGEMENT TESA Resource Booking Booking Reconciliation Substituting Resources Skills Management Universal Resource Scheduling (URS) Task Management WBS Gantt Project Scheduling Service Project Dynamics 365 PSA Capabilities Approvals Project Tracking for POW, Cost & Revenue Revenue Recognition Financials Invoicing Intercompany Invoicing & Expense Time & Expense Entry INVOICING AND PROJECT FINANCIALS Dynamics 365 F&O Project Capabilities Pipeline Management Support for Products and Projects Contract Management Project Quotes Cost & Revenue Estimation Project Profitability Configurable Pricing Multiple Billing Methods
  • 50.
    Roadmap: Future vision 53 PROJECTSALESPROJECT SALES PLAN PROJECTS RESOURCE MANAGEMENT TESA Resource Booking Booking Reconciliation Substituting Resources Skills Management Universal Resource Scheduling (URS) Task Management WBS Gantt Project Scheduling Service Project Dynamics 365 PSA Capabilities Approvals Project Tracking for POW, Cost & Revenue Revenue Recognition Financials Invoicing Intercompany Invoicing & Expense Time & Expense Entry INVOICING AND PROJECT FINANCIALS Project Extensibility Interactive Gantt chart Project Baselines Quote to Project Subcon Management Quote Revisions Mobile Approval Advanced Contracts & Pricing Global assignments management Resource self-service Reconciling bookings and assignments Assignments status reporting Delegation Entry & Approval Extensibility Dynamics 365 F&O Project Capabilities Pipeline Management Support for Products and Projects Contract Management Project Quotes Cost & Revenue Estimation Project Profitability Configurable Pricing Multiple Billing Methods
  • 51.
    Dynamics 365 Ecosystem,tweets from #eXtreme365, Dynamics Marketing, simplified lead management Markku Suominen
  • 52.
    Dynamics 365 Marketingand Dynamics 365 Customer Insights Integration
  • 53.
  • 54.
    Dynamics 365 forMarketing - architecture
  • 55.
    Support for surveysusing Microsoft Forms Pro
  • 56.
    Convert lead andoptionally create contact, account, opportunity
  • 57.
    Display notes inOpportunity record
  • 58.
    Dynamics 365 Finance andOperations Release Wave 2 – 2019 Tekniset uudet ominaisuudet! Teemu Miettinen
  • 59.
    Ominaisuuksien hallinta Feature managementoverview • PU29 tuli ominaisuus Feature Management (työtila) • Paneeliin tulee tiettyjä ominaisuuksia joita voidaan manuaalisesti asettaa päälle. • Kaikki uudet ominaisuudet eivät tule tänne. • Jotkin ominaisuudet aktivoidaan käyttöön tietyn ajan jälkeen. • Osa ominaisuuksista ei voida ottaa pois päältä aktivoinnin jälkeen. • Voit ajastaa koska jokin tietty tai sitten kaikki ominaisuudet aktivoituvat. https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/get-started/feature-management/feature-management-overview
  • 60.
    Pilvipalvelut ja LifecycleServices Feature Enabled for Public preview General availability Geo expansion to France Admins, makers, or analysts, automatically - Oct 2019 Migration to self-service deployments Admins, makers, or analysts, automatically - Oct 2019 Database movement RESTful APIs in Lifecycle Services End users by admins, makers, or analysts Sep 30, 2019 Nov 2019 Configure add-ins through Lifecycle Services Admins, makers, or analysts, automatically - Feb 2020 Cross-project management - License allocation Admins, makers, or analysts, automatically - Feb 2020 Onboard to Azure Monitor Admins, makers, or analysts, automatically Oct 2019 Feb 2020
  • 61.
    Data ja Prosessipalvelut FeatureEnabled for Public preview General availability Trigger and monitor a flow End users by admins, makers, or analysts Jan 2020 Data in Common Data Service - Phase 1 End users by admins, makers, or analysts Jul 24, 2019 Oct 2019 Data in Common Data Service – Phase 2 End users by admins, makers, or analysts Dec 2019 Jan 2020
  • 62.
    Alusta - Platformosa 1/3 Feature Enabled for Public preview General availability Developer tools as installable components Admins, makers, or analysts, automatically Nov 2019 - Embed Power BI solutions directly into analytical workspaces End users by admins, makers, or analysts May 1, 2019 Oct 1, 2019 Preview documents using embedded viewer control End users by admins, makers, or analysts Jul 5, 2019 Oct 1, 2019 Attachment recovery End users by admins, makers, or analysts Aug 1, 2019 Oct 2019
  • 63.
    Alusta - Platformosa 2/3 Feature Enabled for Public preview General availability Visual refresh of the web client to align with the Fluent design language End users, automatically Aug 5, 2019 Oct 2019 User productivity – Filtering enhancements End users by admins, makers, or analysts - Jan 2020 User productivity – Personalization enhancements End users by admins, makers, or analysts - Jan 2020
  • 64.
    Alusta - Platformosa 3/3 Feature Enabled for Public preview General availability Improved experience on mobile devices – Phase 1 End users by admins, makers, or analysts Nov 2019 Jan 2020 Build automation hosted in Azure DevOps Admins, makers, or analysts, automatically Jan 2020 Jan 2020 User productivity – New grid End users by admins, makers, or analysts Aug 5, 2019 Mar 2020 User productivity – Saved views End users by admins, makers, or analysts Aug 5, 2019 Mar 2020 Priority-based scheduling for batch jobs Admins, makers, or analysts, automatically Nov 2019 To be announced
  • 65.
    Configurable business documentsreporting in Word and Excel • Business Management Document löytyy omana työtilana • Sen kautta voidaan avata SSRS raportteja Excel ja Word pohjille, ja muokata niitä siitä suoraan!!! • AR ja AP raportit löytyvät jo ja tuki muiden moduulien rapsoille tulee vuoden loppuun menessä Feature Enabled for Public preview General availability Configurable business documents reporting in Word and Excel End users by admins, makers, or analysts Aug 5, 2019 Oct 1, 2019
  • 66.