Explore Dynamics 365 and Power Platform updates at the Microsoft Business Applications Launch Event

Explore Dynamics 365 and Power Platform updates at the Microsoft Business Applications Launch Event

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Join us on April 6, 2021 for the Microsoft Business Applications Launch Event, a digital event streaming live from 9:00 10:30 AM Pacific Time (UTC7). This is your opportunity to learn about new innovations coming to Microsoft Power Platform and Microsoft Dynamics 365 over the next six months. James Phillips, President, Microsoft Digital Transformation Platform, will share stories from customers about how they use Microsoft Business Applications to drive success. You’ll also hear from other executives behind the technology as they discuss the new 2021 release wave 1 features and capabilities coming to Dynamics 365 and Power Platform and how they will help you: Bring a new level of innovation and agility to your organization with modular applications that all work together. Unify relationships, processes, and data with connected, comprehensive, cloud Business Applications across your organization. Gain end-to-end visibility while enabling your teams to achieve greater outcomes faster. Thrive as your business changes by extending existing applications and building new solutions. Give your organization the tools it needs to provide a safer workplace while maintaining productivity as teams work remotely. And that’s just the start. During the event, participate in a live Q&A chat to get answers to questions and learn more. Register today to ensure you don’t miss a single update, insight, or in-depth product demonstration from the experts behind them. Come join us. And experience tomorrow’s innovations for your businesstoday. Register now. Catch up on news, demos, and learning sessions from Microsoft Ignite For a complete list of new capabilities, please review the Dynamics 365 and Power Platform 2021 release wave 1 plans, as well as overviews of updates announced at Microsoft Ignite in early March, including: Dynamics 365: The introduction of Dynamics 365 Intelligent Order Management, a new application that can help accelerate omnichannel transformation across order and fulfillment. New ways to extend collaboration across teams and departments with Dynamics 365 and Microsoft Teams. The debut of real-time customer journey orchestration to elevate personalized customer experiences. Power Platform: The ability to automate desktop tasks in Windows 10 with Microsoft Power Automate Desktop, available for all Windows 10 users at no cost. Microsoft Power Fx, a low-code, open-source programming language across the Power Platform. New and enhanced governance, security, and administration capabilities to enable IT professionals to safely manage and scale the growth of low-code solutions within the organization. Power BI Premium Per User, which will be generally available on April 2nd for $20 per user, per month, and the introduction of a new Autoscale option with pay-as-you-go, and improved utilization metrics. New AI capabilities in Power Virtual Agents enable bots to automatically learn and improve over time. You can also watch dozens of learning sessions from Ignite on-demand, a great way to learn about the very latest technology for every part of your business. Tomorrow’s innovations for your business Register today and join us for the Microsoft Business Applications Launch Event. Transform data from every source to give you holistic guidance and improve decision making

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Explore Dynamics 365 and Power Platform updates at the Microsoft Business Applications Launch Event

Streamline and automate rebate management to increase margins

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Offering your customers and vendors rebates and royalty deals is key to building brand loyalty and has a measurable impact on your company’s margins. Rebates also influence your product pricing strategy and impact accruals, payments, deductions, and revenue. However, keeping track of rebate and royalty programs and calculating them accurately can quickly become time-consuming and tedious without the right tools. The rebate management module in Dynamics 365 Supply Chain Management, now available for public preview, reduces the administrative burden associated with these programs. The tool tracks and maintains rebates and deductions in a central location, where everyone can create, review, and process them effectively. Centralized rebate management The rebate management module gives you a central place to manage all your customer rebates, customer royalties, and vendor rebates, including the ability to: Define complex royalties, customer rebates, vendor rebates, and vendor rebates based on customer sales. Manage complex rebates where items or groups don’t share the same calculation basis, durations, or rebate amounts or rates. Manage multiple concurrent and overlapping rebate agreements for the same vendor or products and can net out one rebate against others. Track rebate accruals and handle dissimilar time periods for accrual and claim of rebates. Improve cash flow forecasting with an effective claims process. Provide flexibility with rebate calculation. Easily share reports for enhanced visibility. Cross-company rebate management The rebate management tool centrally manages the rebates and payouts across the company and easily calculates them on sales across multiple legal entities. Real-time reporting With the rebate transactions and statement report, you gain visibility into spend versus rebates, which helps you track how much you’ve spent on claimed rebates, versus what’s outstanding. You can also share reports with customers. Streamlined rebate process The streamlined rebate process includes accurate provisioning, claims, target transactions, and write-offs and it all starts with the rebate deals. It is common with high-tech wholesalers for vendor rebates to be based on sequential sales. The rebate management module supports this scenario by allowing the vendor rebate agreement to specify the conditions under which the vendor qualifies for a monetary reward if a buyer achieves the product sales targets. Flexible rebates can be based on the sales quantity, or value of the price basis, which can include the sales price, latest purchase price, average purchase price over a defined period, and FIFO purchase price by periodic calculation. Flexible calculations A complex rebate mechanism requires calculation flexibility. With the rebate management module, a calculation can be applied to a single customer, or to groups of customers, or to all your customers and products. Rebates with multiple detail lines can have different qualifying date ranges. The provision and claim periods may differ, for example, by processing provisions daily and claims once a month. The rebate management module enables you to configure rebates based on many diverse parameters such as a percentage, rate, or fixed amount. The module provides four core calculation methods (stepped, cumulative, rolling, and total). The configurable transaction types enhance rebate calculation flexibility. The multiple concurrent and overlapping rebates are able to set net against others by using a reduction principle in periodic processing. Next steps To learn more about the capabilities of the rebate management module, see Rebate management module overview.  

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Explore Dynamics 365 and Power Platform updates at the Microsoft Business Applications Launch Event

Webinar: See what’s new in Dynamics 365 Field Service 2021 release wave 1

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Join us for a 90-minute webinar on April 8 at 9 AM Pacific Time to learn about the new capabilities in Dynamics 365 Field Service 2021 release wave 1, including: A simplified set-up experience. New schedule board and map capabilities. How knowledge articles and virtual assistants on the mobile app help technicians. A new portal for your customers to self schedule and view a technician’s estimated arrival time. We’ll discuss how to enable these capabilities in your environment and you’ll have an opportunity to ask questions of product team members. Speakers: David Clarke, Program Manager Vinay Nalam, Senior Program Manager Jason Cohen, Senior Program Manager Jonathan Baker, Senior Program Manager Dhruv Goel, Senior Program Manager Sanjay Jethva, Senior Product Marketing Manager Rag Guru, Program Manager How to watch To watch live, fill out a short form to register. You can also view the recording on-demand after the webinar. Next steps Dynamics 365 Field Service enables organizations to dispatch technicians to customer locations to provide installation, repair, or maintenance services. To learn more, check out the documentation or the Field Service video playlist

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Explore Dynamics 365 and Power Platform updates at the Microsoft Business Applications Launch Event

Reimagine project management at our free digital event

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Projects used to be a discrete subset of work people did every day, but the way we work is transforming. Organizations and individuals have taken incredible leaps to implement digital innovations to help employees work better together now that so many are working from home. Today, all work is project work, and everyone works on projects. Projects can range from ad hoc, involving a couple of people, to years’ long efforts and entire portfolios. “Today, all work is project work, and everyone works on projects.” Howard Crow, Head of Product for Microsoft Planner and Microsoft Project The transformation of projects from discrete activities to the work each of us does every day requires new approaches and a new generation of tools that can span an organization and meet people where they are working. To answer these challenges, Microsoft’s vision is connected project experiences that are simple enough for everyone to use and powerful enough to be a catalyst for business success across the world’s largest organizations. In a time when projects are the unifying thread woven throughout the fabric of modern work, Microsoft delivers the platform, tools, and capabilities teams need to eliminate complexity, clarify priorities, stay on top of tasks, and work together to achieve key strategic objectives. Our solutionsincluding Microsoft Planner, Microsoft Project, and Microsoft Dynamics 365 Project Operationsprovide the end-to-end management capabilities that teams and organizations of all sizes need to tackle projects of every level of complexity. Cut through complexity with connected project experiences Cutting through complexity starts with visibility, and Microsoft’s connected project experiences are designed to help you organize and view projects, schedules, and tasksor dive more deeply into all the details. They provide intelligent, data-driven operational insights so you can address emerging issues before they become problems and seize new opportunities quickly. They’re built so it is easy to take advantage of flexible solutions that map to your business processes and adapt to the way your teams work best. Microsoft’s connected project experiences help provide clear expectations about budgets and timelines, enable you to set your teams up to drive strategic outcomes that improve customer satisfaction, increase profitability, and reduce costs. Reducing complexity and increasing clarity will help you take an important step forward toward achieving the kinds of successful results that lead to happier, more engaged teams. We also know that solving today’s complexity challenges alone isn’t enough. Long-term business success is also built on a modern technology platform that supports a culture of innovation and offers the flexibility to grow and adapt. Microsoft’s connected project experiences also deliver a unified approach that brings together all your company’s data, to help you uncover insights. With simplified IT management and the security of Microsoft’s trusted cloud to protect your processes and intellectual propertyPlanner, Project, and Dynamics 365 Project Operationsmark the beginning of a new era of project experiences that will transform how teams and organizations manage their work. Join us for Reimagine Project Management with Microsoft Learn more about the connected project experience at Reimagine Project Management with Microsoft, now available as a free, on-demand event. You’ll learn the latest on Microsoft Planner, Microsoft Project, and Dynamics 365 Project Operationsthree solutions built to address and solve for your unique business needs. Although the event is completely digital, you’ll have opportunities to connect with Microsoft experts, technology partners, and peers to expand your network. Register for Reimagine Project Management with Microsoft to: Discovernew features and best practices from live demos and product walkthroughs with more than six hours of on-demand content. Connect with other attendees through round tables and board rooms. Don’t miss out on an opportunity to find the Microsoft connected project experience to equip your organization with everything needed to cut through complexity and successfully complete your project. Register now and watch on demand

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Explore Dynamics 365 and Power Platform updates at the Microsoft Business Applications Launch Event

Finance Reimagined free on-demand sessions available now

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COVID-19 has had a significant impact across organizations regardless of size, industry, and location. Our valuable, and free, Finance Reimagined virtual CFO summit explored the many implications for finance leaders and their organizations as they attempt to adapt operations in this uncertain time. You can now watch on-demand content from this summit, including more than a dozen sessions from the event, so be sure to log back in or sign up for free to watch the on-demand sessions. From this amazing day, which included more than 2,000 finance leaders, we captured incredible insights to help you steer your organization through this crisis and reimagine the future. Finance leaders shared how they sustained core processes through immediate action, shifting from in-person to remote work, including how to complete a virtual close. Other lessons included how to strategically cut costs during uncertain times, while reducing risk and improving compliance. Leaders shared best practices for understanding and maintaining employee engagement and developing essential skills while remote, as well as for safely transitioning the workforce back to the office. Insights included learning how to adjust for headcount and pay scales for employees spanning across regions. The other focus was reimagining the future. While we may not be able to predict the future, we can work to prepare ourselves for a new normal. Business complexity will continue growing, data will continue surging, and risks, threats, and regulations will continue increasing. Expectations on finance departments to manage these challenges will continue rising, too. Fortunately, changes in technology, processes, and our organizations’ underlying cultures will enable us to address these needs. We explored how finance leaders are leading their company’s through this transformation, leveraging tools like AI-driven insights to improve forecasting and scenario analysis. Leaders shared hard-won lessons and specific, step-by-step tactics that other organizations can successfully adopt. The event is not done yet Take advantage of the many ongoing opportunities. A host of additional on-demand content covering all of these topicsresponse, recovery, and reimaginationis available exclusively to event registrants. Log in today to watch the sessions or sign up for free and watch the sessions. You can also replay any of the CoreNote keynote sessions to tune into the portions that resonated most with you. You can even listen to CFO Microsoft Business Applications Jeffrey York’s on-demand session on lasting finance transformation, where he shares a proven path to finance transformation. It’s meant to provide you with a replicable way to transform your finance team into an optimum operating model so that you can rely on predictable outcomes and gain long-term value through real-time insights. Review many small-group roundtables It was fantastic to see so much direct engagement and participation across our roundtables. In these breakout sessions, CFOs and other peers shared how cost reduction and risk mitigation represent some of the most important and often first actions taken to recover from a crisis. They discussed how they’ve cut costs, ensured liquidity, and managed cashflow. They also looked at how they plan to build on these actions to set their businesses up for ongoing recovery and success. Whether you’re looking to use analytics to support quick decisions or encouraging innovation and automation to simplify and scale financial processes, you can listen in on any of these roundtable discussions to hear how your peers are addressing modern business challenges. We also encourage you to engage with other finance leaders to discuss challenges and topics important to you through ongoing roundtables with other attendees. Keep connecting with others The summit brought together over 2,000 finance leaders. We hope you made new connections, and we encourage you to foster these new professional relationships post-event. Don’t miss out on the on-demand content and other valuable insights. If you already signed up for Finance Reimagined, log back in, or if this is your first time, sign up now for free and watch the valuable on-demand sessions

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Explore Dynamics 365 and Power Platform updates at the Microsoft Business Applications Launch Event

Here’s a way to increase the accuracy of landed cost calculations

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As the supply chain evolves, logistics management has an even greater impact on the bottom line. Knowing the full price of an item once it arrives at your warehouse is crucial. Miscalculating landed cost through manual entry can result in lost profits for business owners. The Landed cost module in Supply Chain Management provides companies with an innovative way to track goods and determine the total charge in getting a shipment to its destination. With a single data entry, landed cost allows you to record end-to-end transportation fees quickly and accurately. Automating administrative tasks such as estimating landed costs and status tracking helps avoid financial missteps that can weaken product profitability. These enhanced features save time for staff and streamline production from the manufacturer to the warehouse. Landed cost often can account for up to 40 percent or more of the total cost of each imported freight item. First, there’s transport to the departure port, loading, sailing, customs clearance, and, finally, transport from the port of arrival. Then there are the delays, duties or other contingencies that will impact the landed price. Landed cost module functionality The Landed cost module in Supply Chain Management includes: Estimated landed cost visible at time of creation of voyage Receiving by container Status tracking at purchase order line level Landed cost apportioned to multiple purchase orders on one voyage Additional cost apportionment rules Preliminary posting of estimated costs that are reversed/adjusted as actual costs are received Automatic updates for FIFO, LIFO, weighted average, moving average, and standard costing Support of transfer orders Reduce guesswork Here are a few features that take the guesswork out of determining true costs of products and offer visibility for employees: Distribution of landed cost to items from voyage or containers. This is based on quantity, amount, percentage, weight, volume, volumetric calculation, or user-defined measure. Goods in transit accrual allows for full visibility of goods in transit for any tracked activity (for example: loading, customs, or clearance) and transport leg (for example: air, ocean, rail, or truck). Centralized shipping, which means voyages can contain products from multiple vendors, purchase orders, or legal entities in one or more containers/folios. Automated costs so that automated estimates of landed cost are used and then reversed out when actual landed cost invoices are processed. Import of business process compliance, which uses due dates to track invoices processed before or after receipt in the warehouse. Cost comparisons and reports to help you review costs by total voyage, container, purchase order, and line item by cost type code and category (such as FOB price, freight, accessed charges, duty, commissions, and brokerage fees). Voyage editor Every step of a voyage can be defined, including adding a purchase order to a container. Employees can also create a voyage with a purchase order from multiple entities.   Template shipping and costing Landed cost also supports the creation of a series of customized templates covering standard freight journeys. These templates make it easier for your employees to keep journeys on course by allowing them to accurately record fees both actual and accrued for each step. It also helps to ensure that freight voyages are in legal and regulatory compliance. Voyage tracking Landed cost includes functionality to record and track voyage in transit. All data is integrated across the Supply Chain Management application. First, an activity start date or end date such as the loading date is entered. That entry then triggers an update to the shipping status and the purchase order receipt or confirmed date. This functionality allows you to: Record lead times between multiple ports based on rules Assign a voyage status to the purchase order line or goods in transit Process invoices before receipting of goods Share containers and voyages across entities Place goods from multiple vendors, countries, or regions in the same container Next steps To learn more, read the documentation for the Landed cost module. To see for yourself how Dynamics 365 Supply Chain Management can help your operations, get started today with a free trial

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