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Dynamics 365 Modules

Dynamics 365 Enterprise Finance & Operations Modules - An Overview

Wed, Apr 11, 2018 @ 10:46 AM / 0 Comments / in Microsoft Dynamics AX, Dynamics 365 for Operations, Dynamics 365 Enterprise by Nancy Phillippi

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The  release of the new Dynamics 365 for Finance and Operations (formerly Dynamics AX) as been a challenge for us for only one reason  - the name! The name is too long and the list of modules, features and functionality is long too - which is a good thing.  It's a business software solution that can exceed business requirement needs across many different lines of a global business including finance, discrete, process and mixed mode manufacturing, distribution, services, and even retail.  Deploy on the Microsoft Cloud or on your own servers.

Ranked at the top of the Nucleus Research ERP Value Matrix for ease of use, your employees will find Dynamics 365 easy to learn and use for fast benefits.  The ERP software is easy to use and provides the tools you need to manage and keep your customers happy, streamline and modify processes, expand your opportunities and have a real time view of the company's key performance indicators.

Below are the core modules available in Microsoft 365 Enterprise for Finance and Operations.  There is a plethora of module details on the Microsoft Docs site.  I have attempted to provide the 'best of' list of modules and features that are available in the Unified Operations Plan (that’s the name of the plan that replaces AX functionality).  This does not include the Dynamics CRM, Project Automation, and Field Services.  You do NOT need those additional modules since Dynamics 365 for Finance and Operations already has that functionality as it always has had.  No need to buy more, unless you just want to use the Dynamics CRM product.  The Dynamics project automation and field services offering is not what our customers need or use.  

Financial Management

  • Accounts payable
  • Accounts receivable
  • Budgeting
  • Cash and bank management
  • Compliance
  • Cost accounting
  • Fixed assets
  • General ledger
  • Regional regulatory features
  • Project management and accounting
  • Multi-currency
  • Multi-company
  • Multi-language
  • Global with localizations across the world
  • Sales and marketing 

    • Use as little or as much of these modules as desired.  No bulky additional CRM is needed for most manufacturing companies.  
    • Sales orders
    • Sales agreements
    • Sales quotations (can be used for make to order, MRO, services, etc.)
    • Returns
    • Sales and marketing tasks
  • Service management

    • Resource scheduling
    • Dispatch
    • and a lot more
  • Time and expense tracking (mobile app comes with the solution, no additional software to buy) 

    • Project, Services, Sales, Executives, etc. time and expense entry
  • Transportation management

    • Shipments, Loads, 
    • Inbound and outbound logistics
    • Containerization and palletization
    • Clients First has written the Pacejet integration which will be available on AppSource very soon  
  • Intelligence and Analytics

    • Attachments and OCR
    • Financial reporting with Management Reporter
    • Power BI integration
    • Regulatory reporting
  • Development

    • Extensibility
    • Data integration
  • Data management
  • Office 365 integration
  • Mobile App (create your own mobile apps)
  • Demo data
  • Lifecycle Services (LCS: monitor and tune your environments, deploy features, and stay up to date with recent hotfixes. Configure security, and manage when processes run. You can also use LCS when you are called on to support business intelligence and reporting, mobile apps, Office, and other integrations.)

Supply Chain Management

  • Cost management
  • Inventory management
  • Constraint Based Configurator
  • Quality Management and Non Conformance Management
  • Master planning
  • Procurement and Sourcing
    • Catalogs
    • Request for Quote and Vendor Portal
    • Requisitions and approvals
  • Vendor and Customer Rebates
  • Product information management (PIM)
  • Production control
    • Resource scheduling
    • Mixed mode planning
    • Subcontractor management
    • Lean manufacturing
    • Process manufacturing (formulas and recipes)
    • Discrete manufacturing
    • Project manufacturing (happens to be Clients First area of expertise)
      • Maintenance, repair and overhaul
      • Service management (can be used for internal equipment and external or customer repairs)
      • Integration with Microsoft Projects
      • R & D - keep track of staff time, quality tests, production, inventory, etc. for a true product cost
  • Lot and serial number tracking and tracability

  • Warehouse management

    • Integrated support for source documents for sales orders, returns, transfer orders, production orders, and kanban
    • Flexible, inbound and outbound material workflow support based on queries
    • Full integration with the Manufacturing and Transportation offerings
    • Full control of location stocking limits and location volumetrics
    • Inventory properties controlled by inventory status
    • Full batch and serial item support
    • Various item receiving capabilities
    • Multiple picking strategies
    • Out-of-the-box support for the next generation of barcode scanners
    • Pallet/container types for warehouse processes
    • Advanced counting capabilities
      Label printing and label routing with Zebra ZPL support
    • Business intelligence integration into Power BI
    • Manual and automatic movement of inventory
    • Fully-integrated quality control (QMS)
    • Full traceability of workers' material handling
    • Outbound wave processing
    • Manual packing and automatic containerization support
    • Cluster picking
    • Simple cross docking

As economic and operational challenges continue to define the health of today’s organizations, business leaders need to look beyond legacy solutions to address the challenges in a more agile and faster manner. Microsoft Dynamics 365 Enterprise for Finance and Operations is a formidable solution for organizations looking to develop innovative products and services and expand into new markets while improving efficiencies and keeping costs down.

Contact the experts and Clients First Business Solutions to help you navigate through the evaluation of Dynamics 365 Enterprise for Finance and Operations.  Call us at 800.331.8382 or email info@cfbs-us.com

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Tags: Microsoft Dynamics AX, Dynamics 365 for Operations, Dynamics 365 Enterprise