In tenth of November 2021, I delivered a presentation on DynUG convention at Microsoft Norway. The principle objective of this session is expounded to tips on how to reap the benefits of customary capabilities in D365FO for purchasers and companions. This routine will assist us to get a greater overview of the usual answer processes, strengths, and weaknesses to keep away from implementing pointless customization and discover the very best customary answer to streamline our enterprise processes.
On this regard, professionals & cons for utilizing customary operate have been addressed:
Quick access / Fast startup / Prepared to make use of: D365FO user-friendly interface made this straightforward for person to work with the answer. Virtually each type could be exported to Excel for additional analyze or are built-in to Excel add-inn for export and import functions by way of Excel. As well as, the search bar within the in D365FO make this straightforward for person to filter and discover types or report, this may compensate time for customers working with D365FO.
Value saving: Commonplace has value saving in each the quick and long run. Within the quick time period, you save lots on avoiding the event of variations (all of inside time and consulting time), however in the long term, customizations end in larger upkeep prices. Every model replace, growth time, check time each from the provider and internally within the group.
Course of-oriented: Commonplace options have been created to unravel a course of for purchasers, whereas Microsoft has steady enhancements. It may be built-in with a number of modules and the module group permits a simple integration between processes.
An important toolbox for course of enhancements: Many capabilities that may add worth to the answer and enhance / full processes.
Appropriate with the most recent model: Steady updates of Microsoft nearly are suitable with the earlier model. This can develop the prevailing processes.
Microsoft help: You should use Microsoft docs article to get higher understanding of normal capabilities in D365FO. In a case that you just want help, you may get a help from Microsoft neighborhood by registering a problem on Finance discussion board to get assist from companions or Microsoft Group or you possibly can register a help case on LCS to get an help immediately from Microsoft.
The method could be time consuming: Using customary options could be time consuming for assets and due to this fact can cost an organization prices if the method will not be improved or not tailored in line with enterprise wants (i.e. Time is cash).
Can create hassle with customizations: Commonplace options can create hassle with customizations with new variations that cost prospects to check lots earlier than they deploy any model replace. The reality about customization is that it may be time consuming, costly, and its upkeep with every model replace will add additional actions for testing.
Can result in a change in present processes: when prospects come from a system that they used to use a routine from their legacy system, implementing the usual within the new system will as a consequence of change the method. It may be perceived as adverse; each contemplating that change is demanding and that it may well lead to a price.
EHF3.0 / PEPPOL BIS Billing 3.0
There are a number of customary capabilities in D365FO which were designed to resolve processes primarily based on every nation native guidelines. When it applies to Norway, Ref. Stortingsmelding 22 (2018–2019) kap 16.7 Regjeringens tiltak; all public enterprises should use digital instruments within the procurement course of. The laws shall promote environment friendly and environmentally pleasant bill dealing with in public procurement. The EHF (Norwegian: Elektronisk handelsformat) is predicated on the European customary PEPPOL BIS for digital change of knowledge between sender and receiver, all through the procurement course of. This format have the next benefits:
Commonplace format: EHF makes invoicing simpler and sooner for the reason that concerned actors ship and obtain paperwork in the identical approach, in order that the doc movement is smoother and the post-processing on the management facet turns into simpler.
Environmentally pleasant bill dealing with: Since EHF course of is digital; the laws shall promote environment friendly and environmentally pleasant bill dealing with in public procurement by saving the surroundings for all paper invoices.
Simple processing of the bill: Digital invoices transfer on to the accounting system of recipient, it should additionally pave the way in which to be paid. Compared to pdf invoices that despatched to the client mail field and create a possible threat that some invoices don’t receives a commission since they transferred to spam or junk e mail field of recipient. Then, you’ve got a greater overview of invoices.
Value and time effectivity: EHF will save time and assets on non-manual dealing with of paperwork and therefore scale back value of invoicing.
It’s doable to start out sending bill electronically in D365FO with EHF3.0 for Norwegian firms. You possibly can test the next six posts on DynFOTech to get a greater overview and allow configuration to ship e-invoice recordsdata to your entry level.
Concisely, following job have to be carried out to generate bill recordsdata and ship to your entry level:
Total, understanding of normal capabilities in D365FO helps us to keep away from implementing pointless customization and scale back shopping for further options from 3pv. I personally advocate to undertake a customization or a 3pv answer when customary doesn’t have answer course of in your course of or it’s time consuming to succeed in the answer in customary (i.e. potential workaround is time consuming).