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.
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
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 1àPayroll configuration key. |
Modules affected
|
Human Resources and
Payroll
|
Worker Reminders in Human Resources
Human Resources Payroll information
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 1à 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. |