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We are pleased to share the recent updates to Dynamics 365 for Financials which will become available over the next few days. For a complete list of what’s new and what’s coming you can visit the Dynamics 365 Roadmap.
We are making it easier to add industry or third-party extensions to configure Dynamics 365 for Financials to your needs. A new Services and Extensions button was added to the Business Manager and Accountant Role Center. From the list of actions, you can open most setup pages, including service connections and add-ons, with either assisted or manual setup.
Quickly identify and delete duplicate contacts in your customer lists from the new Contact Duplicates tile in the Sales and Relationship Manager Role Center.
Attach an ID like sales person or purchaser codes to an account for better reporting. The sales person or purchaser code can also be set up to be automatically included on new sales or purchase orders. For more information, see How to: Set Up Salespeople and How to: Set Up Purchasers.
Help sales better manage opportunities with pipeline probability tracking and a more consistent experience across your devices. For more information, see Managing Sales Opportunities.
Target your marketing efforts with the ability to filter contacts you want to export from a segment and securely send to a marketing agency.
Maintain a list of employees in your company and add basic information and a picture for each employee.
Manage inventory in multiple locations or within different places in your warehouse. In addition, you can now buy and sell from various locations. The Availability per Location window will tell you how to best deliver items to customers based upon inventory location and you can transfer items between locations with transfer orders.
For more information, see How to: Transfer Inventory Between Locations.
When you need more advanced customer relationship management capabilities you can easily connect to Dynamics 365 for Sales in a few easy steps. The assisted setup helps you synchronize your data across the two apps, including sales orders, item availability, units of measure, and currencies.
For more information, see Manage Your Customer Relationships using Dynamics 365 for Sales from inside Dynamics 365 for Financials.
Easily extend your Dynamics 365 for Financials application with industry and third-party extensions. Check out the new extension for payroll from Ceridian and visit AppSource for a complete list of add-on solutions.
This extension allows you to import payroll transactions from Ceridian HR/Payroll (US) and Ceridian Powerpay (Canada). Aggregated payroll data, including date, payroll account, description, and amount, will be imported to your G/L accounts mapped to the payroll account. For more information, see The Ceridian Payroll Extension to Dynamics 365 for Financials.
The technical version in the System Information window is 15266.
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