Overview Deploy in Cloud - Dynamic 365 FinOps

Editor's Notes

• #8: Microsoft Dynamics 365 for Finance and Operations Enterprise edition utilizes a web-based client and client framework. This framework helps you provide next-generation solutions to your end users. With this system, you can manage the program by using cloud deployment services, as well as monitor the health of the system and diagnose errors and issues.
• #9: Some of the benefits provided by cloud deployment services are: Significantly reduced deployment effort and complexity Native deployment to the Microsoft Azure public cloud And Self-service capabilities will help minimize requirements and make it easier for a user to perform an installation
• #10: Microsoft Azure is an open and flexible cloud computing platform that enables you to quickly build, deploy and manage apps across a global network of Microsoft-managed datacenters. The Azure platform includes a suite of business solutions through Dynamics 365 that deliver easy-to-use cloud computing and private cloud solutions for CRM and ERP to help organizations grow fast while managing costs.
• #11: Lifecycle Services, or LCS, is a Microsoft Azure-based collaboration portal that provides a unifying, collaborative environment along with a set of regularly updated services that help you manage the application lifecycle of your Microsoft Dynamics 365 implementations. The goal of LCS is to deliver the right information, at the right time, to the right people. In addition, LCS helps ensure repeatable, predictable success with each roll out of an implementation, update, or upgrade. By providing a collaborative workspace that can be used by both customers and partners, separately and together, LCS enables closer collaboration, helps speed up implementations, and reduces the time to value.
• #12: In this lesson we will discuss the value of having and using workspaces.
• #13: A workspace is the one stop shop for a certain activity. Here are some of the ways a workspace can help drive productivity: Workspaces provide a 360-degree view of an activity. With this 360 degree view there is no need to navigate to multiple lists. Workspaces can help answer specific questions, such as: Are there urgent cases that I need to attend to now? How difficult will my workload be? Are the cases easy to solve or are there trouble cases? Another value workspaces can provide is Insight: Using workspaces, you can compare multiple sources of data. This gives a big picture view that is hard to achieve with when only using lists in specific modules. Workspaces allow you to Navigate by data and Select what you want to act on. This results in less time spent filtering to find records. And finally workspaces give you Direct access to tasks. Direct access to tasks means you can perform those tasks directly in the workspace.
• #14: Here we have the Customer Invoicing workspace to use as an example. This workspace is for the employee in charge of invoicing sales orders or resolving any issues with invoices that maybe blocked and cant be processed. In this red box over here we have some tiles in the Summary section that will tell you how many orders and invoices fit under each section. So for example, we have three orders that have been shipped but not invoice. And we have 0 sales orders on hold. We can also the filter search box to easily find orders or invoices. In the Orders and invoices section outlined in the green box, we can select any of the tabs to see the various sections of the workbench. In the featured screenshot, we have the shipped but not invoiced sales orders tab selected. This tab allows us to view a list of all of the relevant sales orders. In addition, in the purple box on the right side of the workspace we have any relevant links and reports. The last feature I want to point out is the ability to create a new free text invoice directly from the workspace. We can see that highlighted in teal on the Action bar.
• #15: Workflows are available throughout many different areas of the system.   For example, workflows help you manage your business process as a way to route documents for review and approval.
• #16: In Microsoft Dynamics 365 for Finance and Operations Enterprise edition, the term workflow is defined in two ways:   The first definition is that a workflow is a System. This system is included in Microsoft Dynamics 365 for Finance and Operations Enterprise edition and provides functionality that can be used to create individual workflows, or to automate business processes.   The other definition defines a Workflow as a Business Process. This business process defines how a document "flows" through the system by displaying who must process and approve it.
• #17: First animation (business process): Like I just mentioned a workflow represents a business process. It defines how a document flows, or moves, through the system by showing who must complete a task, make a decision, or approve a document. You first must start the work flow by completing a task, then a manual task will be completed which will then be submitted for approval and finally the workflow is complete. To better understand this workflow, I’ll give you a scenario. Suppose that Sam submits an expense report for USD 7,000. In this scenario, Ivan must review the receipts that Sam routes to him. After that, Frank and Sue must approve the expense report.
• #18: The workflow editor is a graphical interface you can use to create Microsoft Dynamics 365 for Finance and Operations Enterprise edition workflows by arranging workflow elements on a design surface.   This is similar to how you would graphically model a business process using Microsoft Visio. You can add, delete, and reposition workflow elements so that they precisely model the business processes you want to automate.   We’ll go over some of the components of the work flow editor: The first component to discuss is the Action Pane: The Action Pane that runs along the top of the workflow editor contains buttons you can use to navigate in the workflow, copy and paste workflow elements, and configure properties. To configure properties of the whole workflow, select the canvas. To configure properties of a specific workflow element, select that element. The next components are Workflow elements: This area contains the workflow elements you can add to the workflow that you are creating. To add elements, drag them from the Workflow elements area onto the canvas. Canvas: The canvas is the main area where you arrange the workflow elements. The flow of the business process you are modeling is indicated by connectors that join the elements. Some elements can contain other elements, that creates a parent-child relationship. For example, an approval element contains one or more approval steps, that are child elements of the parent approval element. If you double-click the approval element, you can add and configure the approval steps.
• #19: Reports can be defined as any visualization of a structured data set. This definition can cover both transactional data that is presented in a tabular layout and advanced graphical views of aggregate information. To accommodate this broad definition, Dynamics 365 for Finance and Operations Enterprise edition offers several tools for producing reports that satisfy complex business requirements.
• #20: Microsoft Dynamics 365 for Finance and Operations Enterprise edition offers tools that support the following basic reporting requirements: Excel integration allows you to Manage and analyze data by using Excel. Embedded analytics give you the ability to Add aggregate data to workspaces by using native controls such as charts and grids. With Reporting Services  you can Create business documents that have the required precision by using SSRS-based solutions. Power BI integration  allows you to Author and share reports that can be accessed anywhere. And finally with Financial Reports Designer you can Create financial reports.
• #21: In a single solution, Microsoft Dynamics 365 for Finance and Operations Enterprise edition helps enterprises meet their business requirements easily with deliberately built capabilities for the following five industries:(Manufacturing, ;Distribution, Retail, Public Sector, and Services industries). In addition, the same single solution can support specific business requirements easily by extending the industry foundation with packaged vertical solutions from the Microsoft Partner Network, the largest partner ecosystem of global systems integrators (GSIs), independent software vendors (ISVs), and value-added resellers (VARs).
• #22: Taking a closer look at the functionality that's available for the industry focus, let's start with manufacturing.  Dynamics 365 for Finance and Operations Enterprise edition provides rich functionality for production control and master planning in the process manufacturing, discrete manufacturing, and lean manufacturing environments.  To top it all off, you can use a blended approach and use all three technologies and methodologies in one implementation.  Next is distribution, Dynamics 365 for Finance and Operations Enterprise edition offers rich warehouse and transportation management functionality to help you with trucking and with warehouse operations such as picking through wireless devices.  Inventory management offers rich functionality to help you configure your items and your warehouses to maximize productivity.   For the retail industry, Dynamics 365 for Finance and Operations Enterprise edition supports brick and mortar by offering a rich point-of-sale application out of the box.  There is deep functionality for call centers, including customer service and payment functionality embedded right into the application.  Additionally, the e-commerce solution offers a Web site platform and out-of-the-box sites that you can use to kick start your e-commerce integrations.   For the public sector, there are many features that have been designed specifically to help meet the demanding requirements for financials such as fund accounting, grants, and very advanced project accounting functionality.   For the services industry, there's advanced dispatching, subscriptions, and project accounting to help you pull everything together into one place to make it easier to manage.
• #23: This lesson provides a high level overview of key functionality in Microsoft Dynamics 365 for Finance and Operations Enterprise edition.
• #24: Animation 1 – Financials: The Microsoft Dynamics 365 for Finance and Operations Enterprise edition’s Financial Management module provides fast, reliable, and comprehensive accounting, financial reporting, and analysis. It also provides all the functionality that you need to update accounts efficiently and comply with reporting requirements. Basic capabilities of the Financial Management module include the list of capabilities in the Financials column. Animation 2 – Supply Chain: Supply Chain Management in Microsoft Dynamics 365 for Finance and Operations Enterprise edition helps businesses manage materials, information, and transactions as they move through the process from the vendor to the manufacturer, and then to the retailer and to the end customer. The three goals of supply chain management are as follows: Reducing inventory Lowering costs Improving time-to-market Basic capabilities of the Supply Chain functionality include the capabilities listed in the supply chain column. Animation 3 – Project and Service As the demand for faster and better service increases, so does the pressure to automate processes and balance costs associated with projects and service requests. For the growing number of companies that provide services to customers, either as their core business or in addition to their products, the challenge is to effectively manage knowledge, opportunities and resources. Project Accounting provides a strong platform to help companies effectively administer projects and achieve the results that they want. Basic capabilities of the project and service functionality include the capabilities listed in the project and service column. Animation 5 – Human Capital Management: An agile human resource management system can help companies quickly develop their organization to meet the challenges of a fluctuating business environment. Microsoft Dynamics 365 for Finance and Operations Enterprise edition Human Resource Management module helps companies: Gather and structure employee information Encourage employee development Streamline employee performance Offer competitive on-cycle and off-cycle compensation Reward long-term and short-term employee performance Promote talent retention and motivation Maintain an overview of the organization Create the appropriate internal environment to drive business forward Basic capabilities of human capital management functionality include capabilities listed inthe human capital management column.
• #25: In this lesson we will review the order to cash functionality.
• #26: The process for the order to cash functionality starts with creating a customer. Next you will need to create a sales order. After the sales order is created, you will need to pick and then pack the sales order for delivery. The final step in the process is to invoice the sales order. Let’s switch over to the system and Ill demonstrate how to complete this process.
• #27: In this lesson we will review the procure to pay functionality.
• #28: The process for the procure to pay functionality starts with creating a vendor. Next you will need to create a purchase order. After the purchase order is created for our newly-created vendor, you will need to receive the purchase order. The final steps are to invoice the purchase order and then generate the payment to the vendor. Let’s switch over to the system and I’ll demonstrate how to complete this process.