Saturday, March 31, 2018



New or changed features - D365
Financial management

What can you do?
AX 2012
‘AX 7’
Why is this important?
Export account structures to
Excel
Not supported
You can now select an
account structure and
export that to Excel.
Many customers have
requested the ability to
export account structures
to Excel for easier
filtering.
View ledgers and advanced
rule structures associated with
an account structure on a
single form
In AX 2012, the user has to
navigate to multiple forms to
see the ledger that the
account structure is using.
Fact boxes have been
added to the account
structure form.
This allows for easier
access to key information
when defining and
editing account
structures.
Filter Management Reporter
(labeled Financial reporting
in ‘AX 7’) reports based on
dimension, attributes, dates,
and scenarios
All filtering of Management
Reporter reports was handled
through the design of the
report. If a user with viewing
privileges wanted to view a
report for a different date, for
example, this required a
report designer to make the
modification.
Report options have
been added so when
viewing a report,
different filters can be
applied and a new report
is generated based on
those filters.
Consumers of financial
reports can apply
different filters for
dimensions, dates,
attributes, and scenarios
without the need for
updates in report
designs.
View Management Reporter
(financial reports) within the
‘AX 7’ client
A separate web client was
used for viewing Management
Reporter reports.
A list of all financial
reports can be accessed
within the ‘AX 7’ client.
The user selects a report
to view, and the report is
rendered within the ‘AX
7’ client.
You can now view
financial reports without
having to access a
different
client/application.
Monitor budget vs actuals and
create ledger forecasts using
the Ledger budgets and
forecasts
workspace and
additional inquiry forms
Not available
The workspace can be
accessed through the ‘AX
7’ dashboard. It includes
links to a number of new
inquiry forms: Actuals vs
budget summary, Budget
control statistic summary,
Budget register entries,
Budget plans.
New inquiry forms allow
easy access to budget
information. The
workspace combines all
budget maintenance and
monitoring task in one
place, which is easy to
use by budget managers
or accounting managers.
Create layouts for budget
plans and forecasts
The Budget plan document is
viewed as a list of lines with
effective dates and amounts
for financial dimension
combinations. The user must
create and use Excel templates
to view budget plan data in a
pivot.
An unlimited number of
layouts is available for
budget plans and
forecasts. You can
combine selected
financial dimensions, user
defined columns, and
other row attributes
(such as comments,
projects, assets, etc.) in
the layout.
Users can switch the
layout for the budget
plan document on the fly
and edit data using any
selected layout.
Budget planning
configuration is
simplified by eliminating
scenario constraints and
using layouts to define
which data can be viewed
and edited in each
budget plan document
stage.
This feature gives
flexibility to create and
edit budget plans using
both Microsoft Excel and
the ‘AX 7’ client.
Templates for Microsoft
Excel workbooks can be
generated using the
Budget plan layout setup
in ‘AX 7.’
Print the Vendor Invoice
Transactions report with
information from the Detailed
Due Day List which includes
the days past due.
In AX 2012, you had to print
two different reports: the
“Detailed Due Day List” and
the “Vendor Invoice
Transactions” report.
The information
contained on the two
reports were
consolidated onto the
“Vendor Invoice
Transactions” report. The
Detailed Due Day List
was deprecated.
Eliminates the need to
print two separate but
yet related reports.


Human capital management

What can you do?
AX 2012
‘AX 7’
Why is this important?
Transfer skills and certificates
to class participants upon
course completion
Manual process in AX 2012.
Upon completion of a
course a new option will
be available to update
participant’s records with
the new skills and
certificates.
This provides a new and
efficient way to update
employee records.
Quick employment
verification capability
Manual process in AX 2012.
Accessed from a
workspace or the
employee form HR can
quickly verify
employment.
Your HR department no
longer needs to access
multiple forms to verify
start date, manager,
months in position, and
compensation data.
Enable employees to view,
update, and delete
information from the system
Available in AX 2012 with
limited view and update
capability.
This feature is enabled
for employees and
contractors to view a
wide range of personal
data with optional
workflow when creating
new, updating existing,
or deleting information
from the system.
This allows employees to
take control of their
information. Whether
that is address contact
information, applying for
a job, taking a
questionnaire, or
updating their image.
With workflow enabled,
information can be
reviewed by an approver
or auto approved based
on your business
processes.
Enable managers to view or
edit employee information
Available in AX 2012 with
limited view and update
capability.
Managers are
empowered based on
configuration settings
and security to view or
edit employee
information.
This allows managers key
access to employee data
to make better decisions
around resourcing,
performance, and
employee development.
Encrypt ID numbers
Not Available
All Employee ID (SSN)
numbers are encrypted.
Encrypted employee ID
number is critical to
secure data
management.
Access compensation
processing results
Available only at time of
processing
Compensation
processing results can
now be accessed at any
point after the process
has run.
This feature provides an
excellent audit of the
process and outcome of
the process. It also
provides a
comprehensive view of
the data before updating
employee records.
Access benefit processing
results
Available only at time of
processing
Benefits processing
results can now be
accessed at any point
after the process has run.
This feature provides a
comprehensive view of
data updated by benefit
enrollment and cost
changes.
View Date Effective timeline
changes
Not Available
This comparison tool is
available for Employees,
Positions, and Jobs. It
provides a
comprehensive view of
changes from one
version of a record to
another.
This feature saves time
when viewing changes
that have occurred over
time to employees,
positions, and job
records. It enables you to
quickly compare two
versions of a record, or
all records, over the
course of time.
View employees by company
Manual process in AX 2012
through filtering
Employee and Contractor
lists are automatically
filtered by the company
you’re logged into.
This feature provides a
filtered view of
employees that are
employed in the logged
in company.
For an unfiltered view of
all employees and
contractors, the worker
list is still available.
In ‘AX 7’ the system will
not change company
based on the employee
selected in the list.
Update course participants list
Not Available
Course participants can
be removed from the
participants list.
This feature provides an
easy way to update
course participants that
may have registered by
mistake.
Manage compensation events
in mass
Not Available
This feature provides a
streamlined processing
of compensation
changes for employees.
This feature provides a
simple, streamlined
process for updating
employee records
through the
compensation workspace
and related forms.


Foundation

What can you do?
AX 2012
‘AX 7’
Why is this important?
Access the client, anytime,
anywhere
The AX 2012 desktop client
provided a full set of forms,
but was limited to running on
Windows machines and
required installation. Terminal
Server was often used with the
desktop client to enable access
over a WAN.
The Enterprise Portal web
client provided a reduced set
of forms.
The two AX 2012
clients have been
replaced by a single,
standards based web
client that provides
the full set of
functionality of the
desktop client with the
reach of the Enterprise
Portal client.
This prevents splitting
development efforts between
two UI platforms and
eliminates the need for
Terminal Server by using
standard web interfaces.




Deprecated features

Business Analyzer

This is a mobile application for reviewing key business metrics.
Reason for deprecation
This functionality has been replaced by another feature.
Replaced by another
feature
The “Monitor financial performance” content pack for PowerBI will include key financial
metrics that were previously available in the Business Analyzer.
Modules affected
General Ledger

Connector for Microsoft Dynamics

This tool was used to integrate key data from Microsoft Dynamics CRM to Microsoft Dynamics ERP applications.

Reason for deprecation
This functionality has been replaced by another feature.
Replaced by another
feature
Dynamics Integrator
Modules affected
Connector for Microsoft Dynamics

GL SSRS reports

Reports with the following menu items have been removed: Summary trial balance, Detailed trial balance, Chart of accounts, Audit trail, Balances, and Balance list.


Reason for
deprecation
Financial SSRS reports have been replaced by Management Reporter capabilities and default
reports.
Replaced by another
feature
Management Reporter (Financial reporting in ‘AX 7’)
Modules affected
General Ledger



X++ financial statements

Reason for
deprecation
This functionality has been replaced by another feature.
Replaced by another
feature
Management Reporter (labeled Financial reporting in ‘AX 7’)
Modules affected
General Ledger

eBilanz (XBRL for Germany)
This functionality provides XBRL output specifically for the German eBilanz taxonomy.

Reason for
deprecation
Lack of customer usage
Replaced by another
feature
No
Modules affected
Management Reporter

Compliance center

The Compliance Center was an Enterprise Portal site for managing the documentation requirements for compliance initiatives the Sarbanes-Oxley law.

Reason for
deprecation
Lack of customer usage
SharePoint includes the same capability that was available in the Compliance Center
Replaced by another
feature
No
Modules affected
Compliance and internal controls


Environmental Sustainability

Reason for
deprecation
Low customer usage, limited feature set
Replaced by another
feature
No
Modules affected
Compliance and internal controls; Accounts payable


Shipping Carrier Interface

Reason for
deprecation
Duplicate functionality
Replaced by another
feature
Yes – partly replaced by Transportation management, not for Warehouse management
Modules affected
Sales, Warehouse management

Warehouse management II – already deprecated at release of AX 21012 R3

Reason for
deprecation
The Warehouse management II module duplicates functionality that is in the Warehouse
management module released in AX 2012 R3.
Replaced by another
feature
The Warehouse management module released in AX 2012 R3, in CU8 and CU9, including
planned enhancements, will replace the current Warehouse management II features. The
new module has more advanced features and flexible warehouse management processes
than those offered in the Warehouse management II features
Modules affected
Inventory management, Sales and marketing, Procurement and sourcing.

Payroll information in Human Resources
Human Resources Payroll information

Reason for deprecation
Replaced by core Payroll and Human Resources forms
Replaced by another
feature
Benefits, Earnings and other related forms, formerly in US Payroll have been reconfigured
to be part of the core Human Resources configuration to help support external payroll
processing. This functionality is accessed using the Human Resources 1
àPayroll
configuration key.
Modules affected
Human Resources and Payroll



Worker Reminders in Human Resources
Human Resources Payroll information

Reason for deprecation
Low customer usage
Replaced by another
feature
No
Modules affected
Human Resources.

Enterprise Portal Client

Reason for deprecation
Creating a single client platform that provides
Replaced by another
feature
The new web client is based on the desktop form metadata and programming model that
have been modified to provide a rich web platform.
Modules affected
All

Role Center Pages

Reason for deprecation
Role Center pages were built on the deprecated Enterprise Portal platform which has been
replaced by the new Web Client platform in ‘AX 7.’
Replaced by another
feature
The new Workspace form pattern provides users with a process-centered design that
provides easy access to commonly used tasks within that process
Modules affected
All

Desktop Client

Reason for deprecation
The ‘AX 7’ client experience has been redesigned to improve usability across multiple
platforms and devices
Replaced by another
feature
New web client is based on the desktop Form metadata and programming model that
have been modified to provide a rich web platform.
Modules affected
All


Form ActiveX and Managed Host Controls

Reason for deprecation
The ActiveX and Managed Host controls are based on the deprecated desktop client

Replaced by another
feature
The extensible control framework supports build new controls based on HTML, CSS,
JavaScript and are a first class control in the Visual Studio Tooling.

Modules affected
All

InfoPart, FormPart Metadata

Reason for deprecation
InfoPart and FormPart metadata enabled creating fact boxes for two different clients
Replaced by another
feature
InfoPart metadata, which was a simplified form definition, is converted into a Form by
upgrade tooling. FormPart metadata, which referenced a Form, is replaced by a more
direct reference created by upgrade tooling
Modules affected
All

ShopFloor companion app

Reason for deprecation
The ShopFloor companion app enabled you to use a Windows phone or tablet to visualize
or report on production jobs. The browser client now supports that functionality.
Replaced by another
feature
No. An app will no longer be needed to view reports on supported mobile devices
because the functionality will be directly supported by the browser client, providing a
unique touch experience.
Modules affected
Mobile apps

Cue Metadata

Reason for deprecation
Cue metadata was limited to count or sum information
Replaced by another
feature
Yes. Tile metadata was introduced to provide more flexibility in modeling. Currently this
includes counts, navigation, and KPIs. Count Tile metadata is the direct replacement of
the Cue metadata.
Modules affected
All

AX 2012 features that have not been implemented in ‘AX 7,’ but are not deprecated

Feature
Description
Graphics tab on the fixed asset value model and
depreciation book profile forms
This graph shows the deprecation, accumulated
depreciation, and net book value over time. Users can
select the data tab to get more detailed information than
the chart displayed. We plan to redesign the chart in a
future release of ‘AX 7’.
Generate electronic file to communicate the payment
advice information, can be sent to a vendor.
From the vendor payment journal you could generate a
payment advice as a report or as a file. The payment
advice is used to communicate to the vendor the list of
invoices being paid. The payment advice report is still
available, but the ability to generate this information in
an electronic file format will not be supported in the first
release of ‘AX 7”. This functionality was dependent on AIF,
which is deprecated for ‘AX 7’.
Positive Pay
Enables the creation of a positive pay file used to transmit
to a bank for the purpose of fraud prevention.
Cash Flow Forecasting
The creation of a cash flow forecast will be enhanced and
included in a later release.
Vendor Portal
Vendor and its user’s onboarding, the ability to certify
and validate suppliers as AAD federated users as well as
support for unsolicited vendor signups.
Vendor self-service, the ability to review purchase orders,
to update own (supplier) data, to review product receipt
to generate invoices and to upload and maintain own
product catalog.
Vendor portal, the ability to collaborate or notify a
supplier, upload RFQ’s and enable vendor to respond to
them.
Employee self-service (ESS)
Employee self-service included the ability to enter
requisitions for employees through a shopping portal UI,
view the status of orders (the status can be created,
receipt, or confirmation of receipt) and enable
configuration of security, as well as punch-out to external
catalogs.
It also included the ability to request an onboarding of a
new vendor.
Customer self-service (CSS)
Customer self-service included the ability to create
approved customers records, to allow these users to view
selected product catalog, order items with usage of carts
and sales orders, and view the status of invoices. It also
included the ability to create and follow return orders.
Cost accounting
The cost accounting module included the ability to
analyze and distribute costs based on financial
transactions and additional input through Service
transactions that can be mapped against organizational
or product-related hierarchies.
Visual scheduling board for lean manufacturing
The visual scheduling board for lean work cells is not
supported in the first release of ‘AX 7’. Scheduling of
kanban jobs is done though a list page.
RFID
The ability to set up an RFID server with the current ‘AX 7’
infrastructure instead of the BizTalk server and to enable
inbound and/or outbound processed for items tagged
with RFID tags are not in the first release of ‘AX 7’. RFID
tagging was used for warehouses with WMSI and/or WHS
functionality.
Absence Management in Human Resources
The ability to enter absence transactions, through both
Employee Self-service and the client, along with the
ability to approve those transactions as a manager is not
in the first release of ‘AX 7’. The ability provided will be
enhanced to support a wider range of scenarios in a later
release.
Setup capabilities required for integration with other AX
modules are available through the Human Resources 2
Configuration Key.
US Payroll
US Payroll is not included in the first release of ‘AX 7’.
Limited Initial setup capabilities will be available through
the Human Resources 1
à Payroll configuration key.
External Questionnaire and Recruiting functionality
External posting of questionnaires and open jobs will be
available later release.
Signing Limits
Signing limit functionality will be available in a later
release.
Client Personalization
Personalization of the client is an important feature for
user productivity and for enabling users to add the right
content on the dashboard and workspace forms. Some
customization capability will be included in the first
release of ‘AX 7”, and we plan to extend this capability
throughout subsequent releases.
Client Right to Left (RTL) Layout
The web client only uses Left to Right (LTR) layout of
controls and labels for R1. The ability to use Right to Left
(RTL) layout for Arabic and Hebrew languages will be
added in a later release.
Client Drag and Drop
The web client controls have APIs for dragging and
dropping but are based on the deprecated desktop client
technology and need to be redesigned to work on the
new web client platform. APIs to support drag and drop
will be reviewed for inclusion in a later release.