As end users of any product, software application or any other app, we all love to spend less time in the system and get more done with less effort. Also we all love if the system gives us the flexibility to personalize the way we want it. Using an ERP systems should not be is no different. Dynamics 365 for Finance and Supply Chain Management has been on a journey to release new features every month. The goal is very simple. Drive the user base from just using Dynamics 365 to Loving Dynamics 365.
With the newest version 10.0.9 that is coming out in a couple of weeks, there are some new cool productivity features that every user of Dynamics 365 should take advantage of. Here are some of my favorite ones.Saved Views:
We all love the Personalization feature of D365 F&O, which allowed us to add/remove fields, rearrange data fields and more. One of the primary limitation of the personalization feature was “Only one set of personalization was allowed on a view/form and you could never have more than one personalized views of the same page/form. Saved Views feature addresses that in the 10.0.9 release.
With Saved views, you can create your own personalized view with data fields added/removed or even with data filtered and save the view. You can switch to the custom view or the standard views any time based on what you want to see. An example of this is “Let’s say on the All Projects page, I want to see all closed projects of a customer (City manufacturing). I also want to see the “Project manage” column when I am in this view. I want another view to see all projects that are in Process for them and I want to see the Project group column in this view instead of the project manager. With the earlier personalization feature, you always had to filter the data and it was not possible to chose different columns to see depending on the view you are seeing. With Saved views, this is a breeze and will help user productivity significantly.
Additionally you can pin a saved view as your default view and you can also publish your saved views and let others take advantage of it. You can rename your views at any time.Groupings and show totals of data in grids:
Imagine how nice it will be if you can group, sort and see data sliced and diced without having to export them to Microsoft Excel!! With the new grouping feature, you can now group data by literally any data column and even see totals of amounts for the grouped data. You don’t have to export the data to excel. This feature is not replacing Export to excel by any means You can obviously do much more with slicing and dicing when you export data to excel, but if you were looking for basic grouping and view totals, then you an now do it right within the client.
For example I am a project controller and I am reviewing all the posted transactions on the Posted project transaction page and i want to see the amounts grouped by Category or grouped by date. I can just right click on a column and select group by. I can also chose to see then totals of the amounts at the bottom.Run/View 3rd party Web apps under a fast tab: In the earlier versions, there was the capability to add PowerApp to run in a n embedded view within D365 F&O. You can now add any website to run embedded within a fast tab of any page in D365 F&O. This is a very helpful additional. Think of a scenario where you have a home grown website/web app and you want to run it within F&O, so that you don’t have to leave the F&O page to run the app.
A real good use case of this will be adding vendor’s websites to the vendor records within F&O. That way, when you are on a vendor record in D365 F&O, you can go to their site within the fast tab of the vendor record.
You can also add a yammer discussion channel, a Teams channel or even a Microsoft forms or a share point site to run within the fast tab of D365 F&O.Quick Personalization and faster grids data load:
Rearranging data fields within a page does not require to go to Personalization mode now. You can just drag and drop fields on any page and arrange them in the order you want. This can be a part of your saved views as well.The new improved grid also provides key enhancements such as,
- Improved data rendering speed and faster scrolling experiencing.
- You can do positional scrolling. So if you are looking at a page that has thousands of records, then you can scroll to specific position on the scrollbar to go to the specific records.
- Enter mathematical expressions on numerical columns for the system to recognize values. For example I am on the Project Hours forecast screen and on the Hours field, I can type = 5*45, instead of 225.
- Faster data entry as server side data validation allows user to enter data first and then validates.