D365 Finance and Operations With AX 2012 R3 (Introduction)

3 | Copyright © HSO
Agenda :
❖
▪ Introduction to ERP
▪ What is the D365 for Finance and Operations
▪ Changes in AX 2012 and D365
▪ Legal entity setup
▪ Microsoft D365 F&O
* Financial
* Trade and Logistics
* Retail
* Production
* Project management & Accounting

▪ Enterprise resource planning (ERP) refers to a type of software that organizations use to
manage day-to-day business activities such as accounting, procurement, project management,
risk management and compliance, and supply chain operations. A complete ERP suite also
includes enterprise performance management, software that helps plan, budget, predict, and
report on an organization’s financial results.
▪ Types of the ERPS:
▪ Microsoft Dynamics AX ,SAP,JD Edwards, Oracle, PeopleSoft etc.

Modern: Dynamics 365 for Finance and Operations, is a modern, cloud-first,
and mobile-first ERP solution, cloud-first Azure deployment, modern HTML 5
client, mobile app, Power BI integration and modern integration capabilities and
so on.
Work anywhere, anytime, and on any device: The new user experience is
optimized for multiple platforms and mobile apps. All business logic is available
any time, any place, on any device.
Business Intelligence: such as Power BI, Cognitive services, and artificial
intelligence.
Productivity : New concept workspaces takes productivity to a new level by
providing information around a process. Integration with productivity tools such
as Office 365 has taken things to a new level, and the ability for business users
to use their favourite apps such as Excel to export, edit, and publish data back
to an application has never been so easy.
Predictable and repeatable implementations:
LCS(Lifecycle Services) is mandatory for any implementation project and allows
customers and implementation partners to manage their implementation project
from the project planning, deployment, and configuration, to monitoring and
post go live support

Legal entity setup’s :

▪ Example with business (HSO – iphone Mobiles)
▪ Organization administration
▪ Modules (T&L) –D365
Account payable
Account receivable
Product information management
Inventory & Warehouse management
Sales & Marketing
Procurement & sourcing

Accounts Payable:
This module allows tracking of all purchases and expenses

Accounts receivable:
This module allows tracking of all sales & Incoming payments from customers.

Product Information Management:
Managing the information required to market & sell products through the distribution channels

Inventory & Warehouse Management:
It is the management of inventory & stock

Sales & Marketing:
To focus on sales personal & Sales organizations

Procurement & Sourcing:
Deals with sourcing activities, Negations and strategic selection of goods and services
that are usually of importance to an organization

D365 Finance and Operations With AX 2012 R3 (Introduction)

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