Asset Management Power BI reports will provide CFOs and Operations management with deep insights into fixed assets, including acquisitions, book value, and depreciation.
Power BI reports will help you to understand the impact of various depreciation models and forecasts on your asset portfolio. This means that you can proactively plan asset retirement and strategic investments in key assets, and project the impact of various depreciation models on your bottom line and make decisions backed by data.
You will able to view key asset book lifetime metrics, such as Net book value (NBV), depreciation, and accumulated depreciation by asset category and location. You can dive into patterns and understand trends that lie hidden beneath the data, and make strategic decisions, such as major upgrades and plant re-tooling proactively backed with data.
You will be able to monitor fixed asset acquisition, retirement processes, and identify areas of improvement. This means that you’ll be able to understand the operational impact of asset acquisition, and retirement, plus prioritize asset acquisition requests based on data.
You’ll be able to use these reports to understand fixed asset valuation and create metrics and reports by product, location, and asset classification.
Managing the cash flow effectively is a key function of the finance division in your organization. Cash flow analysis Power BI reports will provide visibility into your cash flow and provide forecasts that will enable better decisions leading to healthy cash flows.
You will be able to analyze your future cash inflow and outflows with the cash flow calendar. This means that you can analyze cash inflows from expected payments from your customers, analyze flows by legal entity, financial dimension, currency, and bank account to get a better understanding of surpluses and short falls. Overall, you can get a temporal view of gaps and address them proactively.
The system will be able to forecast the expected cash flows by analyzing previous payment and receivable patterns. This means you can easily find receivables that are likely to get delayed and add a strain on your cash flow, which means that you can take proactive actions either by following up on receivables or deferring payments accordingly.
You will be able to analyze cash at hand in all your bank accounts by currency and by legal entity. Analyze bank balances and the contributions by dimensions such as product, location, and business unit, and ensure that your mix of cash and other liquid assets are optimum.
Cost Accounting Power BI reports provide the ability to build rich visualizations for C-level managers highlighting the performance of the entire organization in a common currency
These reports will allow you to view performance at any organizational or individual Cost object level (cost centers, product groups). You’ll be able to validate overhead calculation and see the net change by cost object origin from cost center allocations with cost roll-up details.
You will also be able to combine statistical elements and cost elements by cost objects.
The Credit management Power BI content pack will provide deep insights into your credit management and collection process to help you grow your relationships with customers and build profitable partnerships. This is an indispensable tool for credit and collection managers as well as account managers, in that it will provide the information needed to make decisions backed by data.
This tool will help you discover the hidden sources of cash in your operations. By diving deep into key measures such as days sales outstanding (DSO), your managers can locate customers, product groups, regions, and sales staff that are contributing to poor collections. You can take corrective action backed by data to avoid process delays and bottlenecks.
Power BI reports group receivables into natural clusters so you can detect patterns and groups. You can compare existing pools with natural clusters detected by the system and consider changes to credit policies backed by real data.
You’ll be able to use this tool to provide rich insights to your account and sales managers on customers’ collection performance, to enable them to identify valuable customers. You can encourage your customer-facing staff to seek valuable partnerships backed by data, and encourage sales staff to promote products and services with the right combination of pricing and terms.
Power BI reports will help you to become a master of managing by exception. Identify customers over or nearing their credit limits and understand the likelihood of payment delays and past due payments early, so that you can intervene before it’s too late.
You will be able to view customer profiles (products they buy, sales people, regions, and previous orders) that are closing on limits, and offer them better terms, and where appropriate, newer limits.
Power BI reports can be used to detect payments and customer groups before they reach past due stage, so you will be able to understand probabilities of past due payments and define alert conditions to notify you in case of exceptions.
Comprehensive reporting and dashboard capabilities built into PowerBI will mean that your collections and account management teams can proactively manage their customers.
We will be introducing a new option to do cross docking from a production or batch order to released transfer orders. This is relevant in manufacturing scenarios if the material that’s been produced is immediately transferred to remote warehouse and distribution centers and not stored at the production site. A work policy will be used to query for cross docking opportunities. This will include the product and the location for the produced goods.
Support will be added for the withdrawal kanban in production to replenish material on the production floor for lean, discrete, and process manufacturing. This will make it possible to release work for kanban picking for the withdrawal kanban, so that items can be picked from non-fixed locations in the warehouse.
Expense management Power BI reports will let managers and supervisors manage their expenditure budgets. By focusing on exceptions and outliers, these reports will help you to quickly take action when and where needed.
These reports will help you to get insights into seasonality by expense categories and become better at predicting your expenses and budget consumption. You will also be able to identify expense activity and forecast trends before expenses get out of hand.
You will be able to identify regular expenses and patterns by employees and business units, reduce waste, and negotiate better contracts with your suppliers and service providers for recurring expenses. This means that you can identify the numbers and patterns of expenses as they go through the various stages of processes, which will let you streamline your expense processes by removing bottlenecks and delays.
Finally, these reports will help you to understand patterns in your expense lines and improve how you budget for expenses.
Expense management Power BI reports will have comprehensive reporting and dashboard capabilities built into Power BI, so your managers will be able to proactively manage their own expenses. They will also be able to author reports and KPIs without help from IT, and pin the to reports workspaces for contextual insights.
The primary focus for the next release of Dynamics 365 for Operations – Financials will be delivering solutions across the following areas:
- Continuing to provide rich analytics through Microsoft Power BI and Azure Machine Learning.
- Providing mobile capabilities in key areas around expense and timesheets.
- Offering a quick and guided setup for trial purposes and faster implementations.
- Continuing to invest in multi-company, intercompany, and customer requested features.
Globalization configuration as a Service: We will make the Electronic Reporting (ER) engine (also referred to as GER) configuration a Service. The ER engine runtime will remain a part of each Dynamics 365 for Operations deployment. We will also extend configurations to more localization areas and make more localization features configurable, rather than implemented in code. Globalization configuration as a Service will simplify the lifecycle of configurations for partners and customers, which will make it easier to discover and update to new versions of localization configurations.
Payment import from XML: We will add the ability to import payments from XML format, in addition to text format.
Configurable error reports for payment import: We plan to add the ability to define the structure for the report of any issues that occurred during import of payment file.
Testing UI for configuration: We will add the functionality to run a configuration with test data and see the results in GER user interface, which will allow you to quickly validate accuracy of your configuration.
Model mapping UI simplification: We will redesign the user interface of model mapping, which will unify the look and feel for both model mapping and format mapping designers in GER.
GER format update based on template update: This functionality will automatically update GER format definition based on an updated Microsoft Office template.
The primary focus for the next release of Dynamics 365 for Operations – Human Capital Management (HCM) will be delivering solutions across the core human resource capabilities including:
- Enabling administrative onboarding.
- Enhancements to benefits management.
- Enabling key mobile scenarios.
- Enhancing business intelligence across HCM.
We know that every company has multiple shipments and multiple receipts of inventory each day, and that these movements are constantly affecting the inventory on-hand status. We’re going to introduce a cross-organizational on-hand view, that can be accessed in any place, at any time, by people working in the warehouse, purchasing, sales, manufacturing, management, and other roles.We’ll enable instant viewing of the on-hand status across facilities and enable actions to be carried out from the mobile device such as: view on-hand across facilities, view current material reservations, view unreserved on-hand, view pending material movements (inbound/outbound), scan item numbers or license plates to query on-hand inventory, and create advanced view filters.
This app will empower people to get mobile insights in current reserved/available stock levels at any time in any facility.
This app will make it possible to start, complete, or cancel production activities or operations on a mobile device.
This app can be used to handle units on the shop floor or in the warehouse by scanning the bar code of the attached labels, such as license plates. Based on the scan results, the app will show related information.
We will introduce an application to allow handheld mobile devices to run warehouse operations connected to Dynamics 365 for Operations without installing the Warehouse Mobile Devices portal. The app will use the existing business logic for handheld devices to run warehouse operations, but it will have a new simplified responsive user interface that dynamically scales to the screen size and resolution of the handheld device. It will also be possible to show a company logo on the log-in screen and product pictures as part of the warehouse operations.
We’ll continue to invest in this area, for example by adding support for unit of measure conversions when the variant is purchased and sold with different units of measure. There will also be additional support for product variants in warehouse processes.
We’ll enable punch-out to external catalogs for employees who are creating requisitions. This means that you don’t need to maintain a copy of the vendor catalog and risk that the information is out of date. Instead, employees can browse the external catalog, and select the items that they want. After they’ve finished, lines will be created for those items and they can be added to the requisition. cXML and OCI protocols will be supported.
The Purchasing analytics Power BI content pack will equip purchasing managers with deep insights that enable them to streamline their processes, and manage the cash flow while building relationships with suppliers.
Whether you are a distributor or a manufacturer relying on strategic suppliers or a professional services company leveraging services of suppliers, as a purchasing manager, you are responsible for managing vital relationships. With comprehensive visibility into orders, payments and payables, you will have the ability to manage processes and take action where needed.
Power BI reports can be used foster relationships with your strategic suppliers by ensuring compliance with pre-negotiated payment terms. You can quickly dive into exceptions and delays to take corrective action, as well as analyze trends and define alerts to be notified in case of exceptions.
As a purchasing manager, you contribute to the financial health of the company. Power BI reports will let you identify large payments and decide whether you should negotiate early settlement discounts proactively. You can also analyze options such as paying early versus waiting for the due date. By taking a strategic view of payments, you can help to proactively manage cash flow.
Monitor and improve the effectiveness of your internal processes by reviewing the case load of invoices. Get insights into key metrics such as Number of days spent from receipts to posting. Load balance invoice processing among your staff members by reviewing and forecasting the case load.
Comprehensive reporting and Dashboarding capabilities built into Power BI enables your purchasing managers to monitor, analyze and take action backed by data. They can author reports and KPIs without help from IT and pin them to Dynamics AX workspaces for contextual insights.
Vendor collaboration will continue to be an area of investment. For example, it will be possible to notify vendors when a new purchase order has arrived, and to allow vendors to view product receipts related to the active purchase orders.
The capabilities of the production Gantt will be enhanced to allow jobs in the production order view to be moved along with dependent jobs. It will be possible to switch the sequence of jobs on a resource. Support will be added to allow you to trigger re-scheduling from the Gantt and to show resulting actions and delays, and allow the re-assignment of a job to a different resource.
We will focus on enabling the advanced warehousing stack at the retail store as well as continuous integration to the manufacturing industry. We also plan to include additional integrations, such as enabling pallet type for outbound flows, or additional automated re-waving processes.