Microsoft Dynamics 365 for Finance and Operations, Enterprise edition

Microsoft Dynamics 365:-

Regular updates mark the availability of several upgraded applications every now and then incorporating many existing Dynamics 365 Cloud Services.

Let us consider the new Applications and capabilities, beginning with new deployment options for Finance and Operations.  Two additional deployment options for Dynamics 365 Operations Microsoft’s cloud ERP (Enterprise Resource Planning) service were in the offing some time back.  The local business data deployment options for on-premises deployments are now a reality.

Additionally the option to deploy Finance & Operations as a Microsoft managed service running in Microsoft Azure, customers are now at liberty to deploy it in their own data center to help meet their business needs.

The on-premises deployment option or local business data provides a unique differentiator to enterprise customers in comparison to other ERP products by providing a choice as customers can start local business data and when they are ready, they could have the option to easily move their solution to the cloud. They will experience the cloud scale advantage and the rich analytic experiences it delivers. Moreover, the on-premises solution is based on a modern architecture that focuses on influencing Windows Server 2016 and SQL Server 2016 to present a deployment running in a customer’s data center.

Cloud Service is considered to be the best deployment option as the customers’ need to support business process execution in their data centers in some cases is increasing day by day.  However, they need not worry as help is at hand with on-premises deployments customers can resolve these essential business requirements.

Data Residency – This refers to the geographic location of an organization’s data information.  It is also the legal requirement imposed on data based in that particular region.  Some Government and industry regulations require customers to store business data locally and also mandated by our customer’s IT standards.

 Business Continuity – Regardless of a warehouse, service shop or production facility, your critical business processes can run locally in the facility even during lack of network consistency and cannot be relied upon for crucial business operations. On- premises deployments provide enhanced business continuity for scenarios that may require low latency integration with other on-premises systems.  It may even require deployments in regions where there are no options for a reliable network coverage infrastructure.  Local infrastructure issues can be addressed in some cases along with a financially backed SLA, with Azure Express Route.

Data Center Investments – Customers can influence hardware investments as well as their IT staff, particularly those already working with familiar Microsoft interfaces and tools viz., Windows 2016 and SQL Server 2016 to run their Finance and Operations instance locally. Moreover, customers have the option to life on-premises deployments to the cloud when it is time for a refresh.

Finance and Operations is unique in our ability to allow customers to deploy wherever and any format they want with the introduction of cloud plus edge deployment option, the best of on-premises and cloud deployments can be delivered.  Even cloud deployments in one option to help support our customers worldwide are also possible.

Let’snow move to new application features and updates to existing Cloud Services…

Microsoft Dynamics 365 for Finance & Operations, Enterprise

Microsoft Dynamics 365 for Operations is now Microsoft Dynamics 365 for Finance & Operations, Enterprise edition.  The edition is comprehensive and covers a whole range of both Operations and Finance.

There are two new purpose built applications in additions to updates to Finance and Operations.  They are Dynamics 365 Retail and Dynamics 365 for Talent.  The first is designed to keeping in mind the needs of a retailer.  It provides retailers with an integrated end-to-end view of their operations with centralized management with access and visibility across stores, employees including customers, financials and inventory.   On the other hand, the second one Dynamics 365 for Talent offers a 3600view of workforce from sourcing and recruiting to on boarding and retention. Dynamics 365 Insider Program gives a sneak preview of the two versatile applications.

Some of highlights of the major areas of investment for this update include feature embedded analytics, an improved and modern mobile experience, increased speed and predictability of implementations. Above all the new upgrade experience from Microsoft Dynamics AX 2012.

Analytics – embedded analytics integrated directly into the form and workspace; with drill down capabilities into transactions; 15 rich dashboards across the functional spectrum.  With end user in mind who will immensely benefit in their daily functions to assist them in making a better and faster decisions to achieve optimal result oriented outcomes.

Modern Mobile Experiences – For the staff at the warehouse, expense management including efficient time-keeping as well as a unified approvals mobile app that ushers the start of a new journey with our partners.

Faster & Predictable Implementations – The new and improved updates has a number of capabilities for rapid implementations process; it includes the ability to create company configurations that can be copied to create new ones based on existing companies.  In recent times, cost accounting has been modernized with great Getting Started guide and a simplified experience.  A new background validator has been added in order to help in keeping the system of record continually viable. The Getting Started and validation wizards are surely going to come in handy.

Upgrade From Dynamics 2012 is now in Preview –Even while keeping the abstractions and the use consistent, the changes are focused on simplifying the migration process.  You will observe that the new features contribute to simplified change management and improved support for the data governance needs of the organization and business requirement.

While continue to update and expand Finance & Operations, for new purpose-built applications the experience is thrilling.  The latest view on the full spectrum of work can be reviewed on road map site and regularly check out to see the ongoing updates that are available.

How to Navigate the Application’s Main Areas Social Engagement

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Only with the permission of the System administrator, you could see the assigned pages that are relevant to your business.  You could use the bar at the top of the page to move between all of the different areas of Social Engagement.

Carefully observe the navigation controls below:

  • App launcher: Go to you Office 365 portal and select from your available services.
  • Open Default Page: Start a fresh analysis on Analytics >Overview and reset all active filters.
  • Navigation: Now you could click this button to see the application areas and promptly switch to the area that you are looking for.
  • Sign Out/Change Profile: You could either change your profile by clicking the View Office 365 profile option or Sign Out from Social Engagement and your Office 365 user account.
  • User Option: My Preferences area access is just a click away. Further information about Social Engagement can be seen and gathered.
  • Help Options: View context-sensitive help topics that apply to the area you are working in. In the same breath, you could even swiftly access the Social Engagement forums and support contracts, if desired.
  • Application Areas: The main areas to work in Social Engagement
  • Search Setup: Create and edit search topics, thereby defining the posts that Social Engagement acquires. You could get a general outline of your solution’s data acquisition status and its progress towards the post quota. In order to optimize the quality of your data learn to maintain lists of blocked content.


  • Analytics: Widgets show the data in your solution. Switch between different pages in Analytics for getting to see more detailed information about the areas that are most relevant to your business. Moreover, you may even add filters to slice and dice your business needs.
  • Private Messages: With a single click you can view all private messages in the solution. This is a shortcut to view on the post list with the filter for private message enabled; it may nevertheless appear as an application.
  • Social Center: Streams of posts matching a selected data set can be created and managed in real-time. You can even share streams with other users of your solution depending on your user role and license type.
  • Activity Maps: Real-time visualizations of posts with location information can be created and managed. Show this on a wider screen so that your audience knows where in the world your topics are discussed.
  • Social Selling: Get connected and work directly with the Social Selling Assistant from within Social Engagement and get recommendations on relevant and shareable content that are pertinent to your business.
  • Message Center: You can create and manage alerts to access the most recent posts or even significant changes delivered by email to particular recipients.
  • Settings: Now it is easy for all users to define how the application displays for them.  Even the administrators can manage user roles, set system-wide settings and configure many more preferences.
  • Help: To see the latest help topics, visit the Microsoft Social Engagement Help Center (Opens a new website)


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