Dynamics 365 for Finance and Operations
In this post you can find what is new and planned for the platform update 10.0.20.
If your D365 F&O includes the Commerce modules, please remember that there are some dependencies between the versioning of the two products.
For more information about the Dynamics 365 Commerce component versioning requirements please visit this link.
Platform Update 10.0.20 specifications
Build number: 7.0.6060
Release Plan: Dynamics 365 2021 wave 1 (April 2021 – September 2021)
Preview release: 28.05.2021
General availability (self-update): 16.07.2021
General availability (auto-update): 30.07.2021
End of service: 22.10.2021
More information at the link here.
Cross Features are the capabilities and features benefiting all Finance and Operations apps.
Features generally available from July 2021
Internet Explorer end-of-support notifications
Users accessing Finance and Operations apps via Internal Explorer will start seeing notifications about the end of support for that browser. Users of Internet Explorer will first see an informational message that Internet Explorer support is ending on August 17, 2021 (the publicly announced, end-of-support date for Internet Explorer), followed by a warning that support has officially ended. Organizations are encouraged to keep these notifications live unless Internet Explorer is mandated for their users, in which case you can choose to suppress these notifications and rely on internal processes for migrating your user base to Microsoft Edge or another modern browser.
The current target for blocking Internet Explorer usage with the Finance and Operations app is with the April 2022 release. Starting in January 2022, users will begin seeing a non-dismissible error message that indicates Internet Explorer support will soon be blocked. This error message is not controlled by this feature, and customers will need to contact support should this message need to be suppressed for their organization.
Features and enhancements generally available from July 2021 for Dynamics 365 Finance.
More information at this link.
· Customer payment predictions
· External data for cash flow forecasting
· Enable user-defined batch number setup for inventory closing reverse (Enhancement)
· Enhanced filtering on the cash position inquiry (Enhancement)
Customer payment predictions helps to optimise the collection activities answering and responding constructively to the following questions:
• When will an invoice or sales order be paid?
• Which customers will pay on time or late?
• What invoices or orders will they pay?
The customer payment predictions can be viewed in the Manage customer credit and collections workspace and on two new list pages, Payment predictions per transaction and Payment prediction per customer.
More information at this link.
The feature helps the organizations to save time and resources in preparing their budgets, gathering historical data from actuals or budgets and preparing automatically a draft budget that can be then further refined.
The cash flow forecasting capability in Finance Insights can help companies monitor and manage their cash balances effectively and helps managers make decisions that optimize opportunities in the context of their current cash position.
Based on recurring activities, customer payment and vendor payments the Forecast bank feature helps treasurers to accurately understand the availability of funds at specific times.
More information at this link.
Inventory and logistics
Sales order details performance enhancement
Manufacturing
Invoke process automation flows to create quality orders
Enhanced production floor execution interface for manufacturing
Master Planning
Negative days for Planning Optimization (Enhancement)
Parallel authorizing of adjusted demand forecast (Enhancement)
(Preview) Batchable firming and consolidation for planned bulk and pack batch orders (Enhancement)
Production control
Copy generic routes (Enhancement)
Update related resource requirements when a route operation is changed (Enhancement)
Product information management
Manage changes in formulas and their ingredients
Bill of materials report pre-processing to prevent timeout (Enhancement)
Procurement and sourcing
Enable resetting procurement related workflows (Enhancement)
Transportation Management
Enable creation of a vendor invoice journal when discarding a freight bill (Enhancement)
Warehouse Management
Validate templates selected for replenishment jobs (Enhancement)
Sales order details performance enhancement
This feature makes the user interface more responsive when opening sales orders, especially orders that include many lines and benefits users who often open large sales orders.
This feature implements the same one-form design pattern already used by purchase orders: when a user opens the All sales orders page, this feature causes the system to skip the dedicated list page (the SalesTableListPage form) and go straight to the details page (the SalesTable form), which provides both a list and detailed view.
This improves performance due to the fact that the switch between views of the same page is faster than the one between pages.
Please note that if some customisations have been made to the SalesTableListPage form, it might needed to replicate them on the SalesTable form before enabling this feature.
To ensure that all the needed data is fully set up before a product starts to be used in transactions, the readiness checks helps the user to verify that all required fields are set up as needed.
In previous versions, product readiness checks were only available for engineering products (which are products governed by engineering change management processes). This feature extends support for product readiness checks to all products.
There are three types of checks:
• With a system check, the system automatically verifies whether there is a value in a specific field.
• A manual check is a predefined check where the user is expected to verify that specific information (such as default order settings) is correctly set up for a product. The user is expected to focus on the specific area and define the needed information, which might be a specific field or something else.
• A checklist is a set of defined steps or focus areas that the user must follow. Each checklist is a questionnaire that you can define and configure to meet your company’s needs.
Readiness checks are grouped into readiness policies to help make them easy to manage and assign to specific products or sets of products.
Please find more information at this link.
Enable resetting procurement related workflows
This preview feature allows the users to reset the following Purchase order, Vendor Change and Purchase Requisitions workflows to draft status
The D365 Commerce features are available from the build number 10.0.886.
More information about the Platform Update 10.0.20 for Dynamics 365 Commerce can be found visiting this link.
Features generally available from July 2021
Product Dimensions
Configure product dimension values as swatches in Commerce headquarters
Point of Sale (POS)
Configure display settings in Commerce headquarters
Return serial number-controlled products in point of sale (POS)
Unified return processing experience in POS
Store commerce app with Chromium rendering engine and integrated hardware support
Support inventory adjustments from POS
Payments
Out-of-the-box support for wallet-style payment methods
Refactored payment processing in storefront checkout
e-Commerce
Enable order lookup for guest customers
Enhanced e-commerce product discovery to be inventory-aware
Enhancements to the e-commerce inventory availability lookup APIs
Immersive theme to showcase modern e-commerce site
Globalisation
Brazil: Adyen payment connector
Brazil: SAT integration for Brazil
Global configuration properties in Commerce site builder can be made visible, hidden, or disabled when specific Commerce features are turned on
Unified return processing experience in POS
The POS application had previously some inconsistencies when it came to processing returns:
– The “Return Transaction” or the “Show Journal” return operations could be used only for taking back products form cash and carry transactions, but not from Customer Orders.
– The “Recall Order” form allowed to process returns for Customer Orders, but not for cash and carry transactions.
The fact of knowing in advance what type of order they were returning, was certainly confusing to the cashiers and annoying for the customers.
The design before the version 10.0.20 was open to data inconsistencies between Channel and HQ and, furthermore, the POS did not behave like the HQ, where all the returns can be processed in the same way.
With the feature “Unified return processing experience in POS”, a user-friendly return process in POS can be launched from the Return Transaction, Show Journal and Recall Order operations.
An improvement has also been made regarding the search functionality: now the original purchase can be found searching by receipt, sales order, invoice, or channel reference.
The updated design of the returnable products form – launched with any operation – supports now the barcode scans or the manual input.
Please find more information about the feature here.
To learn more about POS Returns, please visit the following link.
Commerce offers the possibility to e-mail the receipts, enhancing the customer engagement in contactless shopping scenarios.Store Commerce is a shell app for Windows that uses the Microsoft Edge Webview2 control to render the Cloud Point of Sale (CPOS) app: it allows to use the CPOS not only as a web browser application, but also to run is with a native Windows app such as the Modern Point of Sales.
Eventually, MPOS will be deprecated and replaced by Store Commerce: the main difference between the two applications is that Store Commerce uses the Chromium engine to render the app.
This provides the benefits of both CPOS and MPOS: better performance, easier extensions and upgrades, simplified Application lifecycle management (ALM).
The Store Commerce app is already available on the Microsoft Store, but please note that it has been released as preview app only and does not yet support the offline mode and dedicated Hardware Station (both in the pipeline).
Please visit this link for more information about the Store Commerce App and prepare your stores for it!
Refactored payment processing in storefront checkout
In the European Union, the Strong Customer Authentication (SCA) requires that if a customer is paying for an online transaction using a card, the website must support redirecting the customer for authentication as the cardholder directly with their bank.
This feature reduces the number of authorization requests to the payments processor, resulting in lower payment processing fees.
More information at this link.
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