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Describe the finance and operations apps

This module discusses the general capabilities of the Microsoft Dynamics 365 suite of finance and operations apps, including use cases and descriptions of the user interfaces.

Learning objectives

By the end of this module, you'll be able to:

• Describe enterprise resource planning (ERP).
• Describe use cases for finance and operations apps.
• Describe the finance and operations apps user interfaces.

Prerequisites

• Introduction min
• Describe enterprise resource planning (ERP) min
• Describe finance and operations apps use cases min
• Describe the finance and operations apps user interfaces min
• Exercise: Navigate the finance and operations apps min
• Knowledge check min
• Summary and resources min

Introduction to Microsoft Dynamics 365 for Finance and Operations, Enterprise edition

Nov 07, 2019

1.22k likes | 2.1k Views

Introduction to Microsoft Dynamics 365 for Finance and Operations, Enterprise edition. Nick Dietrich. Course Objectives. Review the cloud based solution. Discuss why workspaces are driving productivity. Review workflow in your business processes.

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• functionality
• production order
• driving productivity
• enterprise edition
• planned production order
• workspaces driving productivity

Presentation Transcript

Introduction to Microsoft Dynamics 365 for Finance and Operations, Enterprise edition Nick Dietrich

Course Objectives • Review the cloud based solution. • Discuss why workspaces are driving productivity. • Review workflow in your business processes. • Provide an overview on the reporting capabilities. • Explain the industry focus for Microsoft Dynamics 365 for Finance and Operations Enterprise edition. • Discuss the broad functionality that is provided in Microsoft Dynamics 365 for Finance and Operations Enterprise edition . • Walk through the Order-To-Cash functionality. • Walk through the Procure-To-Pay functionality. • Walk through the Plan-To-Produce functionality. • Walk through the Recruit-To-Hire functionality.

Cloud Based Solution

What is Azure?

What is LCS?

Workspaces Driving Productivity

Value of Workspaces

Example: Customer Invoicing Workspace

Workflows in Your Business Processes

Workflow Definition

Workflow is a Business Process

Workflow Canvas Action Pane Canvas Workflow Elements

Reporting Tools

Industry Focus

Functionality

Order-to-Cash

Process Flow

Demonstration • Create a customer. • Create a sales order for the customer. • Pick the sales order. • Pack the sales order. • Invoice the sales order.

Procure-to-Pay

Demonstration • Create a vendor. • Create a purchase order for the vendor. • Receive the purchase order. • Invoice the purchase order. • Generate a payment to the vendor.

Plan-to-Produce

Demonstration • Review a BOM for a product. • Run master planning. • Review planned orders. • Firm a planned production order. • Estimate the production order. • Start the production order. • Report as finished a production order. • End the production order.

Recruit-to-Hire

Demonstration • Create jobs and positions • Create a recruitment project.

Complete an Application and Hire a Worker

Demonstration • Complete an application. • Hire a worker and enter benefits and compensation information. • Enter competencies for a worker.

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• News and product updates
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Copilot in D365 Sales boosts efficiency with content recommendations and Q&A  

• By Revathi Sankar, Senior Product Manager
• Content type

Sellers are often faced with situations where they need to sift through a lot of information to find the one piece they need. There are often extensive knowledge bases where sellers need to search for information, and lots of precious time is lost in the process.  

We are here to help with that! 

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Contextual content recommendations

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Users effortlessly access contextual file recommendations in Copilot in D365 Sales by selecting from the sparkle icon (marked in the image below) or typing queries in their preferred language. Sorted by relevance, the latest files and most popular results appear first. Files can be viewed, downloaded, or shared via email , ensuring seamless collaboration. Additionally, users can specify keywords for targeted searches, enhancing efficiency while upholding data security. Copilot in D365 Sales respects user permissions, displaying only accessible SharePoint files. 

SharePoint Q&A

Sellers can now easily navigate through sales documents and literature by simply asking questions. Leveraging Azure OpenAI technology, Copilot in D365 Sales swiftly scans through data and literature, summarizing pertinent information from SharePoint documents. This seamless integration empowers sellers to swiftly access insights, enhancing productivity and enabling quick, informed responses to customer inquiries. 

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Increasing your sales team’s efficiency could be as simple as having all the information just a click away! 

To get started with this new capability: 

Use Copilot to get content recommendations and answers from SharePoint

Not a Dynamics 365 Sales customer yet? Take a guided tour and sign up for a free trial at Dynamics 365 Sales overview . 

AI solutions built responsibly. 

Enterprise grade data privacy at its core.  Azure OpenAI offers a range of privacy features, including data encryption and secure storage. It allows users to control access to their data and provides detailed auditing and monitoring capabilities. Copilot is built on Azure OpenAI, so enterprises can rest assured that it offers the same level of data privacy and protection.  

Responsible AI by design.  We are  committed to creating responsible AI  by design. Our work is guided by a core set of principles: fairness, reliability and safety, privacy and security, inclusiveness, transparency, and accountability. We are putting those principles into practice across the company to develop and deploy AI that will have a positive impact on society.  

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Retrace your steps with Recall

Search across time to find the content you need. Then, re-engage with it. With Recall, you have an explorable timeline of your PC’s past. Just describe how you remember it and Recall will retrieve the moment you saw it. Any photo, link, or message can be a fresh point to continue from. As you use your PC, Recall takes snapshots of your screen. Snapshots are taken every five seconds while content on the screen is different from the previous snapshot. Your snapshots are then locally stored and locally analyzed on your PC. Recall’s analysis allows you to search for content, including both images and text, using natural language. Trying to remember the name of the Korean restaurant your friend Alice mentioned? Just ask Recall and it retrieves both text and visual matches for your search, automatically sorted by how closely the results match your search. Recall can even take you back to the exact location of the item you saw.

Note:  Recall is optimized for select languages (English, Chinese (simplified), French, German, Japanese, and Spanish. Content-based and storage limitations apply. For more information, see https://aka.ms/nextgenaipcs .

System requirements for Recall

Your PC needs the following minimum system requirements for Recall:

A Copilot+ PC

8 logical processors

256 GB storage capacity

To enable Recall, you’ll need at least 50 GB of storage space free

Saving screenshots automatically pauses once the device has less than 25 GB of storage space

How to use Recall

To open Recall, use the keyboard shortcut +J , or select the following Recall icon on your taskbar:

Your timeline in Recall is broken up into segments, which are the blocks of time that Recall was taking snapshots while you were using your PC. You can hover over your timeline to review your activity in a preview window. Selecting the location on the timeline or selecting the preview window loads the snapshot where you can  interact with the content .

Search with Recall

Maybe you wanted to make that pizza recipe you saw earlier today but you don’t remember where you saw it. Typing goat cheese pizza into the search box would easily find the recipe again. You could also search for pizza or cheese if you didn’t remember the specific type of pizza or cheese. Less specific searches are likely to bring up more matches though. If you prefer to search using your voice, you can select the microphone then speak your search query.  

By default, results are shown from all apps where Recall found matches. You can narrow down your results by filtering the matches to a specific app by selecting an app from the list.

When the results are displayed, they will be listed under the headings of text matches and visual matches . Matches that are closer to your search are shown first. You’ll also notice that some items are listed as one of the following types of matches:

Close match : Close matches typically include at least one of the search terms or images that are representative of a term in your query.

Related match : Matches that share a commonality with the search terms would be considered related. For instance, if you searched for goat cheese pizza , you might also get related matches that include lasagna or cannelloni since they are Italian dishes too.

Interacting with content

Once you’ve found the item you want to see again, select the tile. Recall opens the snapshot and enables screenray, which runs on top of the saved snapshot. Screenray analyzes what’s in the snapshot and allows you to interact with individual elements in the snapshot. You’ll notice that when screenray is active, your cursor is blue and white. The cursor also changes shape depending on the type of element beneath it. What you can do with each element changes based on what kind of content screenray detects. If you select a picture in the snapshot, you can copy, edit with your default .jpeg app such as Photos , or send it to another app like the Snipping Tool or Paint . When you highlight text with screenray, you can open it in a text editor or copy it. For example, you might want to copy the text of a recipe’s ingredients list to convert it to metric.

Note:  When you use an option that sends snapshot content to an app, screenray creates a temporary file in C:\Users\[username]\AppData\Local\Temp in order to share the content. The temporary file is deleted once the content is transferred over the app you selected to use.

Below your selected snapshot, you have more snapshot options. In many cases, you can have Recall take you back to exact location of the item, such as reopening the webpage, PowerPoint presentation, or app that was running at the time the snapshot was taken. You can also hide screenray, copy the snapshot, delete the snapshot, or select … for more snapshot options.

Pause or resume snapshots

To pause recall, select the Recall icon in the system tray then Pause until tomorrow .  Snapshots will be paused until they automatically resume at 12:00 AM. When snapshots are paused, the Recall system tray icon has a slash through it so you can easily tell if snapshots are enabled. To manually resume snapshots, select the Recall icon in the system tray and then select Resume snapshots .  You can also access the Recall & snapshots settings page from the bottom of this window.

What if I don’t want Recall to save information from certain websites or apps?

You are in control with Recall. You can select which apps and websites you want to exclude, such as banking apps and websites.  You’ll need to use a supported browser for Recall to filter websites and to automatically filter private browsing activity. Supported browsers, and their capabilities include:

Microsoft Edge: blocks websites and filters private browsing activity

Firefox: blocks websites and filters private browsing activity

Opera:  blocks websites and filters private browsing activity

Google Chrome: blocks websites and filters private browsing activity

Chromium based browsers:  For Chromium-based browsers not listed above, filters private browsing activity only, doesn’t block specific websites

To exclude a website:

Select … then Settings to open the Recall & snapshots settings page.

You can also go to Windows Settings > Privacy & Security > Recall & Snapshots to manage Recall.

Select Add website for the Websites to filter setting.

Type the website you want to filter into the text box. Select Add to add it to the websites to filter list.

To exclude an app:

Select … then Settings to open the Recall & snapshots settings page

Select Add app  for the Apps to filter setting.

From the app list, select the app you want to filter from Recall snapshots.

In two specific scenarios, Recall will capture snapshots that include InPrivate windows, blocked apps, and blocked websites. If Recall gets launched, or the Now option is selected in Recall, then a snapshot is taken even when InPrivate windows, blocked apps, and blocked websites are displayed. However, these snapshots are not saved by Recall. If you choose to send the information from this snapshot to another app, a temp file will also be created in C:\Users\[username]\AppData\Local\Temp to share the content. The temporary file is deleted once the content is transferred over the app you selected to use.

Managing your Recall snapshots and disk space

You can configure how much disk space Recall is allowed to use to store snapshots. The amount of disk space you can allocate to Recall varies depending on how much storage your PC has. The following chart shows the storage space options for Recall:

You can change the amount of disk space used or delete snapshots from the Recall & snapshots settings page. 

To change the storage space limit:

1. Expand the Storage settings.

2. Change the Maximum storage for snapshots limit by choosing the limit from the drop-down list. When the limit is reached, the oldest snapshots are deleted first.

To delete snapshots:

Expand the Delete snapshots settings.

You can choose to delete all snapshots or snapshots withing a specific timeframe.

To delete all snapshots, select Delete all .

To delete snapshots from a specific timeframe, select a timeframe from the drop-down list, then select Delete   snapshots.

Keyboard shortcuts for Recall

You can use the following keyboard shortcuts in recall:, when interacting with a snapshot with screenray, you can use the following keyboard shortcuts:, microsoft’s commitment to responsible ai and privacy.

Microsoft has been working to advance AI responsibly since 2017, when we first defined our AI principles and later operationalized our approach through our Responsible AI Standard. Privacy and security are principles as we develop and deploy AI systems. We work to help our customers use our AI products responsibly, sharing our learnings, and building trust-based partnerships. For more about our responsible AI efforts, the  principles that guide us, and the tooling and capabilities we've created to assure that we develop AI technology responsibly, see Responsible AI .

Recall uses optical character recognition (OCR), local to the PC, to analyze snapshots and facilitate search. For more information about OCR, see Transparency note and use cases for OCR . For more information about privacy and security, see Privacy and security for Recall & screenray .

We want to hear from you!

If there's something you like, and especially if there's something you don't like, about Recall you can submit feedback to Microsoft by selecting … then the  Feedback icon  in Recall to submit feedback on any issues that you run into. 

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What’s next: Microsoft Build continues the evolution and expansion of AI tools for developers

May 21, 2024 | Frank X. Shaw - Chief Communications Officer, Microsoft

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Groundbreaking advances in AI are having a profound impact on Microsoft and on the developers using our technology to improve efficiency, enhance customer experiences and make new breakthroughs.

Over the past year, we’ve built Microsoft Copilot and released more than 150 updates to it, and we’ve developed the Copilot stack, which takes everything we’ve learned so far and lets developers build their own copilots.

In addition, over the past two years, GitHub Copilot has become the most widely adopted AI developer tool, with 1.8 million paid subscribers.

And just a day ago, we introduced a new category of Copilot+ PCs, the fastest, most AI-ready PCs ever built.

We are the industry leader in AI, and that’s why, as we begin our flagship event for developers, Microsoft Build, there’s one question on everyone’s mind: What’s next?

On Monday, we introduced the world to a new class of Windows PCs , Copilot+ PCs. These devices are designed to allow developers to deliver differentiated AI experiences on the edge, and, together with the great features that we are announcing at Build , make Windows the most open platform for AI and the best place for developers.

At Build, we also are announcing further branches of this technology revolution, including:

• How Microsoft Fabric is helping developers and customers leverage data in motion, or digital information being transported within or between computer systems, to build intelligent apps.
• New frontier models that allow developers to explore multimodal capabilities supporting text, images, video and other types of data in their AI applications, evolving beyond text prompts and completions.
• Partnerships that show how AI can impact the future of myriad industries, including education.
• And how an open and flexible cloud-based platform, built on a foundation of safe and responsible AI, can help developers innovate.

Microsoft Build is always an exciting time for us. About 200,000 people have registered to join us for three days of technical learning and community connection, with 4,000 attending in person in Seattle. Attendees can choose from more than 300 sessions, demos and expert and instructor-led labs from Microsoft and our partners. For those not able to attend the live event, most content will be available on demand. In total, we are announcing about 60 new products and solutions at the event.

With that introduction to Build in mind, let’s explore some of the news and announcements.

In-the-moment decision making with Real-Time Intelligence

For the most efficient AI apps, businesses need to be able to qualify, analyze and organize data at ingestion. This has proven to be a difficult step. The new Real-Time Intelligence within Microsoft Fabric provides an end-to-end Software as a Service (SaaS) solution that empowers customers to act on high-volume, time-sensitive and highly granular data to make faster and more informed business decisions.

Real-Time Intelligence , now in preview , can be helpful for analysts with simple low/no-code experiences, and it also can benefit pro developers with code-rich user interfaces. For example, racing team Dener Motorsport has been using Microsoft Fabric to support real-time analytics, storage and reporting, enabling them to sustain optimal performance and maintain the cars in good repair, which can keep drivers safer. Dener plans to use Real-Time Intelligence as part of their winning strategy to gain insights at ingestion during races.

Building apps requires a level of flexibility, customization and efficiency to make it feasible for developers. The new Microsoft Fabric Workload Development Kit makes this possible by enabling independent software vendors (ISVs) and developers to extend applications within Fabric, creating a unified user experience.

GitHub Copilot experience leans into extensibility

GitHub is introducing the first set of  GitHub Copilot extensions , developed by Microsoft and third-party partners, in private preview. These additions allow developers and organizations to customize their GitHub Copilot experience with their preferred services like Azure, Docker, Sentry and more directly within GitHub Copilot Chat.

GitHub Copilot for Azure, one of the extensions from Microsoft, showcases how building in natural language with a broader range of capabilities can propel development velocity. Using the extension through Copilot Chat, developers can explore and manage Azure resources, while also troubleshooting issues and locating relevant logs and code.

New frontier models and multimodal capabilities in Azure AI

GPT-4o, OpenAI’s newest flagship model, is now available in Azure AI Studio and as an API. This groundbreaking multimodal model integrates text, image and audio processing to set a new standard for generative and conversational AI experiences.

We also announced that Phi-3-vision , a new multimodal model in the Phi-3 family of AI small language models (SLMs) developed by Microsoft, is now available in Azure. Phi-3 models are powerful, cost-effective and optimized for personal devices. Phi-3-vision offers the ability to input images and text and receive text responses. For example, users can ask questions about a chart or ask an open-ended question about specific images.

Developers can experiment with these state-of-the-art frontier models in the Azure AI Playground, and they can start building with and customizing with the models in Azure AI Studio.

Microsoft, Khan Academy using AI to empower educators

Microsoft and Khan Academy are announcing a multi-faceted partnership to turn the transformative potential of AI into reality.

To start, Microsoft is enabling Khan Academy to offer all K-12 U.S. educators free access to Khanmigo for Teachers, an AI-powered teaching assistant that frees up teachers’ time so they can focus on what matters most – engaging with and supporting their students. Microsoft is donating access to Azure AI-optimized infrastructure to increase the availability of Khanmigo for Teachers, which will now be powered by Azure OpenAI Service.

Khan Academy is collaborating with Microsoft to explore opportunities to improve math tutoring in an affordable, scalable and adaptable manner with a new version of Phi-3, a family of SLMs developed by Microsoft. They also plan to bring more Khan Academy content into Copilot and Teams for Education, expanding resources for learners.

New partnership with Cognition AI

Microsoft and  Cognition   will bring Cognition’s autonomous AI software agent, Devin, to customers to help them with complex tasks such as code migration and modernization projects. As part of the agreement, Devin will be powered by Azure. Cognition AI is an applied AI lab building end-to-end software agents to help developers achieve more.

Powerful new virtual machines help fuel AI adoption

Microsoft has a unique systems approach to AI infrastructure, which includes hardware and software from Microsoft and our partners, all optimized to run AI workloads at scale and fine-tuned for customer needs. We are the first cloud provider to bring AMD’s leading MI300X AI accelerator chip to power customers’ AI training and inferencing needs, with the general availability of the Azure ND MI300X v5 virtual machine series optimized for demanding AI and high-performance computing (HPC) workloads like Azure OpenAI Service.

Following the launch of Azure Cobalt 100, Microsoft’s first custom-designed compute processor, the company is announcing a preview of new Cobalt 100 Arm-based virtual machines (VMs), based on the company’s custom silicon series announced in November 2023. Cobalt 100 Arm-based VMs are the first generation of VMs to feature Microsoft’s new Cobalt processor, custom-built on an Arm architecture, and optimized for efficiency and performance when running general-purpose and cloud-native workloads. Customers can expect up to 40% improved performance compared to comparable Azure VMs.

The evolution of Copilot

Copilot has been a game-changer for many people since it was first released. Using modern AI and large language models (LLMs) like Open AI’s GPT-4, copilots across Microsoft products have assisted people with complex tasks, serving as a personal, behind-the-scenes AI assistant.

Now, we are introducing Team Copilot , the expansion of Copilot for Microsoft 365 from a behind-the-scenes, personal AI assistant to a new, valuable member of your team . You will be able to invoke Copilot where you collaborate – in Teams, Loop, Planner and more. Team Copilot can be a meeting facilitator in meetings, managing the agenda, tracking time and taking notes. It can act as a collaborator in chats by surfacing important information, tracking action items and addressing unresolved issues. It can serve as a project manager to help ensure every project runs smoothly and notify the team when their input is needed. These initial experiences, coming in preview later this year, will enable us to learn, iterate and refine as we enter a new phase of innovation where Copilot begins to take more action on behalf of individuals and teams.

Microsoft Copilot Studio is introducing new agent capabilities, empowering developers to build copilots that can proactively respond to data and events, tailored to specific tasks and functions. Copilots built with this new category of capabilities can now independently manage complex, long-running business processes by leveraging memory and knowledge for context, reason over actions and inputs, learn based on user feedback and ask for help when they encounter situations that they don’t know how to handle. Users can now put Copilot to work for them – from IT device procurement to customer concierge for sales and service.

Copilot extensions , including plugins and connectors, allow customers to enhance Microsoft Copilot by connecting it to new data sources and applications, expanding its functionality.

We’re excited about these announcements and all the other updates and features being unveiled at Build. For more information, today you can watch keynotes from Microsoft Chairman and CEO Satya Nadella, Executive Vice President of Experiences and Devices Rajesh Jha and Chief Technology Officer Kevin Scott.

On Wednesday, you can watch keynotes from Executive Vice President of Cloud and AI Scott Guthrie and friends. Additionally, you can explore all the news and announcements in the Book of News .

RELATED LINKS:

Watch Microsoft Build keynotes and view photos and videos

Khan Academy and Microsoft announce partnership, Copilot integration

Copilot Studio empowering next wave of copilot experiences

Azure ND MI300X V5 series now generally available

Extend and customize Microsoft Copilot with Copilot extensions

Tags: AI , Copilot+ PC , Microsoft Build , Microsoft Fabric , Phi-3 , Real-Time Intelligence , Team Copilot

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