Top Finance Features In Microsoft Dynamics 365 For
Top Finance Features inMicrosoft Dynamics 365For Finance & OperationsPresented by Jessica Myers,Dynamics Functional ConsultantTop Finance Features in Microsoft Dynamics 365 for Finance and Operations
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Agenda Ease of Navigation (role-based workspaces)Analytics with Power BIDimensions for Financial ReportingAccounting processes made easyTop Finance Features in Microsoft Dynamics 365 for Finance and Operations
Ease of NavigationRole-based workspacesTop Finance Features in Microsoft Dynamics 365 for Finance and Operations
Ease of Navigation Enable the user to understand the currentstate of the activity to support informeddecisions. Let users navigate to deeper pages by selectingdata, which avoids round-trips to pages withno information. Let users perform light tasks in the workspacesto avoid round-trips to deeper pages. Complete an activity without leaving theworkspace. Reduce the need for navigation. Provide visual impact. Be constructed using prescriptive patterns andbest practices that lead to minimal COGS andfast response times.Top Finance Features in Microsoft Dynamics 365 for Finance and Operations
Analytics with Power BITop Finance Features in Microsoft Dynamics 365 for Finance and Operations
Analytics with Power BI Microsoft Dynamics 365 for Finance and Operations lets users pin tiles, dashboards, and reports fromtheir own PowerBI.com account to workspaces. This functionality requires a one-time configuration of your environment. An administrator must do thisstep to enable Finance and Operations and Microsoft Power BI to communicate and authenticatecorrectly. Both Finance and Operations and PowerBI.com are cloud-based services. For a Finance and Operationsworkspace to show a Power BI tile, the Finance and Operations server must contact the Power BI serviceon behalf of a user and access the visualization. It must then redraw the visualization in the Finance andOperations workspace. The fact that the Finance and Operations server contacts the Power BI service "onbehalf of a user" is important. When a user, such as D365User@contoso.com, contacts the PowerBI.comservice, Power BI should show only tiles and reports from the user's PowerBI.com subscription.Top Finance Features in Microsoft Dynamics 365 for Finance and Operations
Analytics with Power BITop Finance Features in Microsoft Dynamics 365 for Finance and Operations
Dimensions for FinancialReportingTop Finance Features in Microsoft Dynamics 365 for Finance and Operations
Financial Dimensions Use the Financial dimensions page tocreate financial dimensions that youcan use as account segments forcharts of accounts. There are two types of financialdimensions: custom dimensions andentity-backed dimensions. Custom dimensions are sharedacross legal entities, and thevalues are entered andmaintained by users. Entity-backed dimensions, thevalues are defined somewhereelse in the system, such as inCustomers or Stores entities.Some entity-backed dimensionsare shared across legal entities,whereas other entity-backeddimensions are companyspecific.Top Finance Features in Microsoft Dynamics 365 for Finance and Operations
Financial Dimensions Use these dimensions to quickly and easily view dataTop Finance Features in Microsoft Dynamics 365 for Finance and Operations
Financial DimensionsTop Finance Features in Microsoft Dynamics 365 for Finance and Operations
Custom dimensionsTo create a user-defined financial dimension, in the Use values from field, select Custom dimension. You can also specify an account mask to limit the amount and type of information that can beentered for dimension values. You can enter characters that remain the same for each dimensionvalue, such as letters or a hyphen (-). You can also enter number signs (#) and ampersands (&) asplaceholders for characters that will change every time that a dimension value is created. Use anumber sign (#) as a placeholder for a number and an ampersand (&) as a placeholder for a letter.The field for the format mask is available only when you select Custom dimension in the Use valuesfrom field.Example To limit the dimension value to the letters "CC" and three numbers, enter CC-### as the formatmask.Top Finance Features in Microsoft Dynamics 365 for Finance and Operations
Entity Backed DimensionsTo create an entity-backed financial dimension, in the Use values from field, select a system-definedentity to base the financial dimension on. Financial dimension values are then created from that entity. For example, to create dimension values for projects, select Projects. A dimension value is thencreated for each project name. The Financial dimension values page shows the values for theentity. If those values are company-specific, the page also shows the company.Top Finance Features in Microsoft Dynamics 365 for Finance and Operations
Accounting Processes made easyTop Finance Features in Microsoft Dynamics 365 for Finance and Operations
Record accounting tasks/processes Use the task recorder to create a video and word document withscreenshots to help build your accounting manuals*NOTE* you need to use Chrome and enable the Add InTop Finance Features in Microsoft Dynamics 365 for Finance and Operations
Office integration Easily buildword or exceltemplates to beused todisplay/enterinformationTop Finance Features in Microsoft Dynamics 365 for Finance and Operations
Using templates Upload a template: Navigate to Common Common Office integration Documenttemplates. Click New. Click Browse. In the dialog box, select a previously created template, and then clickOpen. Note that the Root data entity is obtained from the template andappears near the bottom of the dialog box. Click OK. Scroll down the list of templates to confirm that the template was added.Use the uploaded template for document generation: Navigate to a page that shares the same root data source as the template'sroot data entity. For FleetCustomer (FMCustomerEntity), that page is FleetManagement Customers Customer. Click Open in Microsoft Office Export to Word, and click the template. Download and open the document that is generated.Top Finance Features in Microsoft Dynamics 365 for Finance and Operations
Excel Data Connector add-in Microsoft Excel can change and quickly analyze data. The Excel Data Connector app interacts with Excel workbooksand OData services that are created for publicly exposed data entities. The Excel Data Connector add-in enablesExcel to become a seamless part of the user experience. The Excel Data Connector add-in is built by using the OfficeWeb add-ins framework. The add-in runs in a task pane. Office Web Add-ins are web applications that run inside anembedded Internet Explorer browser window.Top Finance Features in Microsoft Dynamics 365 for Finance and Operations
Open Lines in Excel Navigate to General ledger Journal entries Generaljournals. Create a new journal by clicking New. Set the name to GenJrn. Click Open lines in Excel. Open the workbook that is generated, and enable editingas required. Note that header fields are filled with data. Enter a new line, and set the MainAccount field to110110. Enter a description, a currency, and a debitamount. Note that lookups are provided for the companyand currency fields, because those relationships aredefined for this entity. Click Publish. Note that the line is updated with thecurrent date and a debit amount of 0 (zero). In F&O, click Lines. Note that line that you entered inExcel is shown.Top Finance Features in Microsoft Dynamics 365 for Finance and Operations
JEs in ExcelTop Finance Features in Microsoft Dynamics 365 for Finance and Operations
Vendor Invoices in ExcelTop Finance Features in Microsoft Dynamics 365 for Finance and Operations
Expense management mobile workspace The Expense management mobile workspace lets users quickly create new expense lineson the mobile device of their choice by using an attached photo of a receipt. Alternatively,users can capture a photo of a receipt and then attach it to an expense report later.Employees can also create and manage their expense reports, and then submit them forapproval and reimbursement by using their mobile device. Take a photo of a receipt, and upload it to Microsoft Dynamics 365 for Finance andOperations. You can then attach that photo to an expense report later. Upload a file as a captured receipt. You can then attach that file to an expense report later. Create a new expense line by using an attached receipt. You can then add the line item toan expense report later, and submit it for approval and reimbursement. Create a new expense report. Attach credit card transactions and other previously created expenses to an expensereport. Create new expenses for an expense report. Attach a receipt to any expense for an expense report, either by taking a photo of thereceipt or by uploading a file as a captured receipt. Depending on the company's expense policy, add the list of guests to an expense. Depending on the company's expense policy, itemize expenses. Submit an expense report for approval and reimbursement. Approve or reject expense reports that you're an assigned approverfor.Top Finance Features in Microsoft Dynamics 365 for Finance and Operations
Import and maintain credit card transactions Expense-related credit card transactions can be set up so that they are automatically imported on a recurringschedule. Alternatively, the transactions can be manually imported as they are required. The credit card transactionsare imported through the Credit card transactions data entity. Import credit card transactions On the Credit card transactions page, select Import transactions. If you’re opening data management for the firsttime, the system must update the list of data entities before you can continue. In the Name field, enter a unique description of the import job. In the Source data format field, select the format of the file that contains the credit card transactions to import. Select Upload, and then find and select the file to import. After the file has been uploaded, validate the mapping of the credit card transaction file and the columns of theCredit card transactions data entity by selecting the View map link on the tile. If there are mapping errors, or if youmust change the mapping, make the mapping changes from either the Mapping visualization tab or the Mappingdetails tab. To automate the credit card transactions, select Create recurring data job. You can then set the recurrence thatdefines how often credit card transactions should be imported. When you’ve finished, select OK. To import the selected file now, select Import. If errors occur during the import, you can view the execution log or staging data to see the errors that you must fix tohelp guarantee a successful import.Note If you must import more than one file format, you must create separate import jobs for each format type.Top Finance Features in Microsoft Dynamics 365 for Finance and Operations
Paste lists from Excel into filter fields with the "is For some tasks, users might have a list of values in Excel that they'd like to use to filter dataoneof" operatorin Finance and Operations. As an example, a finance user might have identified a set ofvouchers from a report that need additional research in the system, and it would be idealfor this user to be able to copy the list directly from Excel into a filter field in Finance andOperations. f you want to filter Finance and Operations based on this list, simply copy the list fromExcel, find the Voucher field filter in the Filter Pane on the Voucher transactions page,ensure the filter operator is set to is one of, and then paste the clipboard contents into thefilter field. The list from Excel will get expanded in the filter field as shown:Top Finance Features in Microsoft Dynamics 365 for Finance and Operations
Paste lists from Excel into filter fields with the "isone of" operatorTop Finance Features in Microsoft Dynamics 365 for Finance and Operations
Send mail via a local mail client or SMTPEmail workflows that are enabled via the SysEmail framework can generate email messages (.emlfiles) that contain attachments. You can then send these messages via Microsoft Outlook oranother email client. In F&O, navigate to Accounts receivable Customers All customers.Select Customer.Click Collect Customer balances Collections to open the Collections page.Click Communicate Email Statements to contact.Click OK to accept the default values in the dialog box.If you're prompted for the mail option to use, clear the Do not ask again check box (you canchange this option from the user options page), select Use an email app, such as Outlook, andthen click OK. If you're running Internet Explorer on your laptop, open the email (.eml) file that is generated. Ifyou're running Internet Explorer on the VM, copy the file to your laptop, and open it there. Note the email address in the To field and the generated workbook attachment.Top Finance Features in Microsoft Dynamics 365 for Finance and Operations
Use templates to create records Easily copy the record template This procedure demonstrates how to create a record template so that field values that are used often do nothave to be entered explicitly for each new record On the Action Pane, click Options. Click Record info. Click User template. In the Name field, type a value. For example, enter ‘TEST’Top Finance Features in Microsoft Dynamics 365 for Finance and Operations
Use templates to create recordsTop Finance Features in Microsoft Dynamics 365 for Finance and Operations
Audit Policies Audit policies are used to identify expense reports,purchase orders, and vendor invoices that don't complywith business rules that you define and configure as auditpolicy rules. Audit policies are run in batch mode. When you run anaudit policy, all the policy rules that are part of that policyare run at the same time. Each policy rule evaluates a set of documents. The policyrule selects documents that are in the document selectiondate range and that match the specified criteria. Forexample, one policy rule might select expense reports thathave meals that exceed 50.00. Another policy rule mightselect vendor invoices that are payable to a specific vendor.For each document that is selected in the set, a violation isgenerated. That violation is a record that a particulardocument, such as invoice 12345, doesn't comply with thepolicy rule.Top Finance Features in Microsoft Dynamics 365 for Finance and Operations
Question & AnswerTop Finance Features in Microsoft Dynamics 365 for Finance and Operations
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Create a new expense report. Attach credit card transactions and other previously created expenses to an expense report. Create new expenses for an expense report. Attach a receipt to any expense for an expense report, either by taking a photo of the receipt or by uploa
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