Let’s look at the following example. Sales staff normally work in the sales order screen, which provides them with detailed information about each order. Sales managers in their operational work, however, need to see this information grouped based upon various criteria such as status, delivery date, warehouse, order processor. The information structured in this way is very useful for making operational decisions, for example which orders are given priority or how order processing is distributed among the staff. This grouping can be done by the user in a convenient and easy way.

One and the same screen turns into a completely different workspace according to the role of the user in the organization. Grouping preferences can now be included in saved views, as well as subtotals in the section of each group. The user can specify which of his saved views are used as default views. In the example above, the sales manager will see the number of orders / order amount by sales representatives, the order processor will work with the detailed list of his orders, and the logistics officer will group the orders by warehouse and mode of delivery. Virtually any field on the screen can be used for grouping and any numeric field can be added to the group total section.

A few more handy functionalities from older versions of the product are again available:

– rearrange fields by dragging them on the screen;
– enter mathematical expressions directly in the numeric fields;
– fields suggested by the system to add to the screen based on other user preferences;
– mark a required field as mandatory.

All these tools make it easier and more intuitive for the user to work with the product.

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Материалът Ad hoc analysis in Microsoft Dynamics 365 F&O е публикуван за пръв път на FTS.

This feature will be generally available in October 2020 and is eagerly awaited by the Dynamics 365 community. It will allow users to organize the information on their screen in a convenient and effective way.

Although user-specific, the new saved views in Dynamics 365 will greatly facilitate centralized management of the arrangement of the forms in the system, the fields in them and the applied filters.

Let’s look at an example – there are two user groups working in the system – accountants and traders. Each group has to use the customer nomenclature. The two user groups, however, have different requirements of what customer information to be displayed. For one of these user groups, it is the customer posting profile that is important. For traders, this field is confusing or uninformative and they prefer to see the customer trade classification instead. In the previous version of Dynamics 365, meeting these requirements had the following shortcomings – the views set up by the administrator were distributed individually to each user and each user with rights could personalize these views.

With the new saved view feature, the above problems are solved in an elegant way because

• administrators can distribute a saved view of forms and pages to the entire group
• users cannot make changes to the views which they receive administratively

This enables companies to define a data view in Dynamics 365 in accordance with corporate requirements and security rules, whilst these views become valid for all group members.

Материалът Saved Views in Microsoft Dynamics 365 F&O е публикуван за пръв път на FTS.