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Dynamics 365 Business Central | Business Applications Spring 2018 Release

Dynamics 365 Business Central | Business Applications Spring 2018 Release


>>Hi, my name is Marko Perisic. And I’m the General Manager for Dynamics 365, Business Central. I’m extremely excited
to be here today to introduce to this great
new product relaunching. It is a modern solution
for modern businesses. As we’re launching this product, I was first like to take
a look at the markets, and typical requirements of
the businesses in the market. What we see today is that
businesses quickly outgrow their basic accounting system
and legacy ERP systems. As they do that,
they have siloed systems that are not very
well connected together. They have duplicate data, they have manual processes, and insufficient reporting across the different solutions. All this drives inconsistent
operations of the business, which ultimately in
some situations results even in non-secure processes for how they operate their business. Let’s take a typical example. A business will acquire
a financial management solution, and quickly they,re
realize they need a solution to run a sales
and service organization, a typical CRM system. As the move forward,
they quickly realize the processes that
need to manage a supply chain management
require another system. Then they will
realize they also have a project management
solution that need to integrate
with their systems, and operations
management solution. As I look at different silos, the reporting analytics
are insufficient for them to run
a successful business. Because of that, we
introduced to you an all-in-one business management solution
from Microsoft, Dynamics 365 Business Central. Dynamics 365 Business Central enables businesses to
connect their businesses. Make smarter decisions faster, and start very
quickly and easily, and then grow from there as
their business needs evolve. Let’s talk a little bit
about connecting your business as
businesses operate, they have multiple different
processes that integrate across the organization to drive the top and
bottom line of the business. Financial management,
sales & service management, project management,
supply chain management, operations management are
all processes that have different workflows
to integrate with each other for the success
of the business. Without having clear insights across these
different processes, and be able to drive
consistent reporting, and predictive
analytics, companies cannot make the right decision
in the right time. Dynamics 365 Business
Central enables organizations across
these processes to drive these
predictive insights, consistent reporting, and
make smart decisions faster. I’d like to now invite Jannick to show us the first demo of Dynamic 365 Business
Central and how customers can run the processes unified with this product.>>Thank you Marko. Let me take over here, and actually demonstrate
Business Central. And first thing you
see here is the new, modern, fresh
UI for Business Central. When you wake up in
the morning here, you get your business insights
directly on the screen. You get intelligence
about your company. In this case, it
says that I’ve closed six more deals than in
the same period last year. So everyday, Business Centrall
will go through the data, find what’s interesting
for you to know, and you can then wake up, can’t wait to get into the system and see
what’s news today. And what we’ve concentrated
building here is actually the key functionality that you need within
your roles in that. In this roles, and I am
the Business Manager, so we concentrated on functionality that a business
manager would like to see. First of all, we start
on the top of the screen, we have all the functionality that this role would
normally access. In this case, I have the finance functionality,
I could omit, and I could go further into the system with I want
to see: my journals, my sales budgets,
purchase budgets, and so on. I could go to cash management where I basically
manage my payment, my cash, and so on, and continue finding that place
I want to look at. But before I do that, first of all, I want
to scroll through, see if there’s
any important actions or anything I should look into. I can see that today, we have overdue sales invoices. And I can drill into what we call the emphasized queues here, and see directly what
are these invoices. And once I’ve looked that, maybe take taken action sending
out finance memo charges, and so on, I can go back and continue on my role center here, to see that there
are some sales quotes I looked at them yesterday, so I’m not going to
look at them today, but if we scroll down
a little bit here, we can see that there’re
incoming documents for me. So, if I look at
the incoming documents, this is where I get
electronic invoices in, and I can see that there are two documents for me
to take action on. The first one has already
been processed in the, what we call optical
character recognition. You can see it says,
OCR STATUS, Success. This means, that the document
has basically been translated into
machine-readable format. So, if I go into the document, everything that before
was just a PDF file. You can see that here, has then been extracted, and now we know who the Vendor
voice, the document date, and so on, the currency code, all that is taking
from this document. So, I don’t need to wake up and start entering
a lot of information. I can basically just with a few clicks buttons
here do my daily work. In this case, I will go and create the
journal lines for it, once that is done, I can open the record, and now it will basically
show my journal. I could continue, and when one of the things that’s really strong in Business Central
are the unlimited dimension. So, in this case, I could
put a Department Code, and I could say that
this is a large customer, so whatever these are
defined by companies. So the company has to find that these are the Department
Code they use, or Customer Code to use, you could define unlimited over this for further analysis later. Once I’ve entered this
information, I can go ahead, and either post it directly
into my finance transactions, or I can go and
say edit in Excel. So let me try that, and when it opens my Excel here, and now I have
a journal in Excel, and I can continue to work
within Excel on my journal. I could change the name here. So, we give you
the option basically to have a choice of whether you want to work within
Business Central, or maybe you’re more familiar, or have uses that are
more familiar with Excel, and they can now continue
the work within Excel, and do the changes there. And once that is done, they can go ahead and publish those changes back
to Business Central. Now, we will
recorded the entries. Let’s jump back, and
continue from here. So. I’ll go back to
my Role Center again. I’ll basically just look
for further information. I can see here, it’s been
updated with life data, when I’ve changed
something in the system. My top five customers
are now updated. I can see whether there
are any approvals for me, but I can also see the Trial Balance directly
from within my Role Center, then see if there’s anything I need to pay attention to today. And further down here, you can see we
embedded Power BI reports. So, with embedded
Power BI reports, I can of course do
further analysis, and I can even directly from Business Central
expand the report, which then opens up Power BI, and I can now work
with the data, analyze it even further
from within Power BI. So now, you can
see the same data that I just had in
Business Central. You can see it
here on the screen, and you can further analyze
it from within Power BI. So, I can basically
just hear it go back, and continue my work. I can also print
my report, either to a PDF, or maybe I want to print it to Excel because some people like to maybe do some editing
to the reports, coloring, column
layouts, and so on. And hence, I can go and say, “Excel Reports” here
on my Role Center, and basically take
my Trial Balance. And now that it’s done. You can see here, it’s open
my Trial Balance in Excel, and again, I can do
further editing here. I can also, if somebody
post something, I can refresh and get again
life data from within Excel. So this concludes
my first demo here, which is really
about what you can do from within the
Business Central roles, and how we optimize it
to a fresh and modern UI, and made available
also integration to other Microsoft products. In this case, I’ve
demonstrated both Power BI, and also Microsoft Excel. So this next demo, will actually start
from within Outlook. Some users, they are used
to work within Outlook. They read their emails,
they want to take actions, from directly from
within their emails. So instead of them
switching out for example, this case to Business Central. We have enabled it,
so that you could work with Business Central
from within Outlook. In this case here I
have got an email, somebody asking for a quote for two desks and
16 chairs in this case. And I could now
start typing that in. But as again, you
saw before we want to limit the number of times
you have to enter data, but instead, focus
on productivity. So, I can actually click a little “Business
Central” icon here. And the first thing
I want to do, is actually look into
this customer and get some information
about this contract. What will happen now is Business Central will
actually connect, and bring up the information
for this customer. So now on the screen, I can see some key information
about this customer. This is Coho Winery, I can see that there
are some past invoices that they haven’t paid, I can also see that there
are some opportunities for them from
my Dynamics 365 for Sales, I can also see
there are some cases from customer service, so I could open those cases, just look into it and see are there anything I
should be aware of. That’s not really here,
so going back here, I want to start working on this quote of this request
for quote here. I can click on “Create
the new document” icon. So I will go and open
up a sales quote. The user here wants to get access directly to
the sales quote. So by doing this, I can now see that
the system has used intelligence to read
through the email, and actually identify
that there are some names that looks
like the products we sell. We can actually see
here on the screen, it’s added to the
corresponding item numbers and it’s Athens and
Paris guest chair here, and even the
quantities are put in. So these are suggested lines,
I could go ahead, and I could edit, but I’m fine, because everything
is perfect here. So as a user, we build it so
that they would accept this, and the rest is now created. I could just basically
send this right away, or in this case, I now remember that I spoke to this customer about a discount. And I can go down, and work with the quote like I would do
it within Business Center, and add the discount
directly here on the screen. I can now take the next step
in the process, and send this by email. So we’re basically giving
the tools to the end user, directly in the product that
they prefer to work with. In this case, it’s Outlook. And now you can see
the emails generated, it’s created as a beautiful
looking PDF as well, I could actually open that
PDF right here in the screen using one of the templates that comes within
Business Central. So here you can
see it’s created, and now I can basically
just go ahead and send it. So in this case, we
now send the quote, let’s just assume
the process will go on, and it will be an order,
and we’ll create an invoice, and hopefully that’s all. But sometimes,
the customer who then maybe called there’s
some service to be carried out. This is exactly what
happened in this case, they called and needed a leg fixed on one of the chairs here. So within business central, we now also have
the service order capability. So you can see here, I
opened that screen directly, and I’ve now created
a new service order. Let’s just drill into it. So with the Service Auto
Management functionality, in this case you
can see it’s about fixing the broken leg
on that Paris chair, I can key in the repair items, I can even start
planning the dispatch, and other things with
Service Auto Management within Dynamics 365. So, this is the full
functionality in terms of Service Auto Management
that is now available here. So we just saw a demo
starting from within Outlook because we want to enable the user to work
within the system. They are working, and
prefer it’s working. Some users also start the day
in Dynamic 365 for Sales. So we’ve done the same thing
here with Business Central. We’ll make sure that there’s
a very strong integration. In this case, I have Dynamics
365 for Sales on my screen. I want to go and see the orders. So I open the sales orders
created here. And, let me just go to
the last one created, because I know that’s
for Coho Winery, and that’s the one
created for one of the customers that we
have in Business Central. So this user opens,
and uses sales. And now as part of the process, they’ve already submitted
the sales order, I can see this in
the status here, and that means that it’s been
sent to Business Central. So let’s actually
go and see if we can find this order is called
sales as order three, let’s see if we can find the
same on Business Central. So I’ll jump back
to my role center, and now I need to jump in, and look at sales orders, so I can very quickly go here, and just open sales orders, and we can see that there is a sales order for Coho Winery,
sales order three. And if I open it,
you can now see that the information
on the sales order is exactly the same as the one we had in
Dynamics 365 for Sales. So we make sure that we
synchronize the customers, the contacts, the price list, unit of measure,
everything you need to have a strong integration between
the Business Central part, and Dynamics 365 for Sales. So this illustrates
the strong integration between the several
Dynamics 365 products, so let me now switch
to a different demo. So now let’s have a look at
actually how I procure items, because we looked at
how we sell the items, and all the great tools that can help
us improve that part. But let’s also look at the end-to-end process
as proper job to pay. And we start with the items, and you can do this from
many places within the system. But if we start from
the items and open that, first of all what we get here on the screen are the
embedded Power BI reports. And I get some key information
about my items. In this case I’ve opened
the Athens Desk here, and it give some information about items available and so on. What we also added on the screen if I scroll
down a little bit here, is we added the sales forecast, the inventory forecast here. And we are actually using
AI to calculate this. We look at past transactions, we look at what happened basically
within the system here, how much we sold and so
on, in which periods, and then we predict what will the inventory
be in the future. So in this case, I can see that I need
to take action because my inventory is
going minus here, so again we try to enable the user to take the actions
from where they are, and this case I basically
can go here as a user, just create a purchase order
directly from the screen. So when I do this, it comes up with
the purchase order, and I can now send it. But, we also added
intelligence in the system in terms of giving
notifications to the user. What if we tell them
right here on the screen, that there is also more items that are
running out of stock. And that’s what we can do here, we can basically add
them to this document because this supplier normally
also sell us other items, that are running out of stock. So again we’re showing how
we improve the productivity, in this case in
the procurement process. So procuring items is one thing. Of course also
Business Central now comes with manufacturing
functionality. So we enabled the full suite of manufacturing functionality, for example,
my production forecast. So let me go, and just switch
to my production forecast. And as you can see here,
our key production forecast for this one Seoul guest chair. And I’ve done it on a day view, I could change that day view
to do it per month, per week, per quarter and so on. And that production
forecast is then used to calculate what
I need to purchase. I’m now in the requisition
work sheet and this is where I can go now and
calculate my plan. What is it I need to produce? What is it I need to buy? So, I will in this case
here use my forecast, and the forecast I keyed in
before was called sales 2018. So when I carry out this, it will basically then have calculated what is
this I need to produce, to fulfill demand here. This basically shows
the process of also producing items that is now available within
Business Central. Now we’ve seen how we procure
items, how we sell items, but of course the end of
the process here is that at some point of time
we’ve paid the invoices, we’ve got also invoices
paid from the customers, and then we need to
reconcile our bank payments. And in this case, we would be able to
import bank transactions, and we’ll now need to reconcile with the entries we have
within Business Central. Again, we’re using
intelligence here, because we have added what
we call apply automatically, and it will basically go in, read through all the
transactions within the system, and in this case we can see here six payment lines
of six are applied. So, here you can see even with the match confidence
whether it’s medium, or low. So that means whether it’s
matched on the amount, whether the text also
matched, and so on. So even intelligence
in this part where we do the
bank reconciliation.>>Thank you Eric. Let’s talk now more about making smart business decisions faster. All these data across different processes within a system, is not of use to
a customer unless they can make smart business
decisions faster. With Dynamics 365
Business Central, We bring all this data
to the customer, and use advanced predictive
analytics techniques. To bring them insights
into the business, to empower them to make
smarter decisions faster. I would not like
to invite Claus, to give us a demo of that.>>Thank you Michael. So let’s have a look
at how we bring the intelligent cloud
into Business Central. And I’m in my
accountant role center, and I want to point
your attention to the chart called
Cash Flow Forecast, where we use
Cortana Intelligence, and Azure Intelligence
to look at historical data in your company, and predict the future cash flow
of that same company. You’ll see the red part
here in the chart, it’s actually
a future prediction on how your cash flow is going
to evolve as time goes by. I’m in the business
manager role center, and here I want to show you what Business Central could give
you in terms of analytics, and allowing you to look at the data that
you have in your system. Here, I have access
to Power BI reports, that are made available to me as a user of Business Central. I can switch between the reports
that I have available, right here, so that instead
of looking at financial data, I’m looking at sales data. If I want to take
a deeper look at the data, I can expand the report
to full screen. And in here, I have access to various tabs in
my Power BI report, I can switch to my dashboard, that allows me to take a look at my items sold by quantity, and if I want to filter on a specific item I can do
that by clicking the item, and it will filter everything
in my dashboard for me. Moving on to items, let’s take a look again at where we bring the intelligent cloud
into Business Central. As you’ll see here at
the bottom of the screen, I have item
availability forecast available to me as
I look at my items. This is also
a Kutana Intelligence, that we’ve allowed to take a look at
historical data to try to predict the future
availability of my item. This will filter as I browse
through the list of items, and show me contextual data based on the item
that I am looking at. Going to the top of
the screen, I again, have access to Power BI reports, based on the specific item
that I’ve marked on my screen. I’m in my customer list, and I’ve been contacted by a customer that wants
to buy some furniture. So, I want to take
a look at Trey Research, and create a sales order
based on what they asked me. As I open Trey Research and
try to create a sales order, I get a notification at
the top of the screen, saying that this
particular customer has an overdue balance. If I click “Show details”, I can get a closer
view of the data available to me from
Business Central on this specific customer. I can look at
the outstanding balance, and I can even take action, and send a finance
charge memo to them right here while I’m
creating my sales order. If I choose to go on, and create the sales
order, which I will, and they asked me
for some chairs, and I know that they
wanted 16 chairs. As I enter, that number into
my Business Central screen, I get another notification
telling me that’s the stock of this
particular chair is low. If I click “Show details”, I’ll get a notification
that my inventory is short, and I can create
a purchase invoice for this item right here while
creating my sales order. As I do that, I’m notified that this vendor that I
usually buy this chair from, also sells me other items
that are also low on stock. And I’m asked whether
or not I want to add them to the document
that I’m creating. If I click this, it will also fill the lines with what I need, based on the inventory forecast
that we saw previously. So, I know that I am
going to need 50 chairs. I go and fill that out, and I consent my purchase order
to this vendor. Thank you, Clause.
For modern businesses, it’s extremely
important that they can start quickly with
their solution. It is also important that it can grow as their business
needs grow. With Dynamics 365
Business Central, we allow customers to tailor their businesses to
the specific needs, get started quickly with a new modern refreshed
user experience, and as the business
needs evolved, adapt that experience to the specific needs of the different roles,
and their business. I would now like
to invite Jasper to show us a demo of that.>>So, let me start by talking to you about personalization. How you can tailor
this essential to your particular
personal work style and your particular needs? So, in front of me, we
have the Role Center. Now, the Role Center is already optimized for your role
in your organization. And as you can see, we have tiles and we have numbers that are already helping you
to do your everyday work. But we can take it even further. And you can personalize the Role Center from
ride in Business Central. If you go to “Settings”, you’ll see that we have
a menu called “Personalize”. In Personalization mode,
I can now drag and drop sections of
the Role Center to fit my particular need
and how I would like things to look when
I do my everyday work. Again, for instance, let’s
go into the items list, and do some changes there. Here, I can decide where I want my “Freeze
Pane” to be placed. I can also add more fields
by going to “More”, and then, adding fields to my list by dragging and dropping
them into the list. And when I’m done, I just
press the “Done” button, and now my Business
Central experience has been optimized to my
particularly work style in my particular needs. Now, let me talk to you
about the in app designer. The in app designer gets
media opportunity to not only create personalization
for my personal need, but to create customizations for everyone across my organization. You’ll find the in app designer of the same place you find the personalization in
the “Settings” menu, that will take me into
the in app designer mode. And from there, I can do many of the things I just showed
you with personalization. I can drag around fields, and I can rename
areas and so forth. But when I’m done
doing my changes, things are a little
bit different. Because when I press
the “Stop designing” button, that’s when
Business Central will take the changes I just created. And convert them
in to an extension. You can even take an extension
and do code changes, and integration work
with the extension. And this takes me to
the last part I would like to talk to about AppSource. In AppSource, you can find extensions that
are professionally created by thousands
of partners, and those extensions can be integrated to
the Microsoft Power Suite, such as Power Apps for creating business applications
across devices, or Microsoft Power BI for
doing business intelligence, and smart decision making, and Flow for creating workflows, and integration across
different systems. Since it’s possible to extend the solution with apps
from Microsoft AppSource, our customers can choose to
work with our global network of partners that have deep industry knowledge
and expertise, and help customers customize the solution for
individual organizational needs.>>Thank you, Jasper. We are extremely excited about
Dynamic 365 Business Central. We believe it offers
a collection of unprecedented
capabilities to customers to run their modern
businesses successful. We suggest you contact your local partners
who can give you a deeper information about
Dynamics 365 Business Central. We’re extremely
excited about this, and we’re looking forward to your success stories
with Business Central.

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