Table of Contents

Dynamics 365 for Finance and Operations, Enterprise edition

Get started
Before you buy
What's new or changed
Explore the user interface
Get help and support
Compliance
Audit policy rules
Audit policy violations and cases
Cost management
Power BI content pack
Predetermined cost
Inventory costing
Manufacturing costing
Standard cost
Cost management tasks
Data integration and management
Data entities
Service endpoints
OData
Recurring integrations
Data integration using the Common Data Service
Financial management
General ledger
Accounts payable
Accounts receivable
Cash and bank management
Fixed assets
Budgeting
 Reporting
Cost accounting
Public sector
Financial reporting
Generate a financial report
Financial report components
Report designer
User preferences
Advanced formatting options
Organize report components
Report definitions
Row definitions
Column definitions
Modify row definition cells
Reset the financial reporting data mart after restoring a database
Localization and regulatory features
Asia-Pacific
Europe
Latin America
Middle East
North America
Human resources
Develop a human resources strategy
Recruiting
Motivate employees
Develop and train employees
Create and maintain benefits
Gather information using questionnaires
Workplace safety and compliance (United States)
US Payroll
Human resources tasks
Intelligence
Access Power BI content
 Access Power BI content
Power BI content released
Document reporting and printing
Electronic reporting
Analytical tools and visualizations
Inventory management
Inbound process
Set up inventory tracking
Consignment inventory
Quality management
Trace item and batch
Register serial number in the sales process
Inventory management tasks
Logistics
Transportation management
Warehouse management
Master planning
Create demand forecast
Master plan
Master planning tasks
Mobile apps
Mobile app home page
Mobile workspaces recently released
Publish a mobile workspace
Office integration
Office integration
Office integration tutorial
Use the Excel add-in
Create Open in Excel experiences
Add templates to the Open lines in Excel menu
Customize the Open in Microsoft Office menu
Configure and send email
Troubleshooting
Order management
Procurement and sourcing
Sales and marketing
Organization administration
Organizations and organizational hierarchies
Configure organizational hierarchy
Address books
Number sequence overview
Electronic signature overview
Case management overview
Configure document management
Create record templates
Configure and send email
Date/time data and time zones
Design workflows
Production
Production process overview
Mixed mode planning: Combine discrete, process, and lean sourcing
Manage subcontracting work in production
Discrete manufacturing
Lean manufacturing
Process manufacturing
Product information management
Maintain product information
Prepare product for planning
Prepare product for production
Estimate cost for products
Maintain product configuration models
Product information management tasks
Project management and accounting
Intercompany invoicing
Configure intercompany project invoicing
 Configure standard costs for labor and expenses
Project cost accrual purchase receipts
Project invoicing
Project contracts
Project forecasts and budgets
Purchase orders for a project
Project quotations
Project resourcing
Receive items on purchase order from item requirement
Work breakdown structures
Project time entry mobile workspace
Dynamics 365 for Retail
Payments
Payment methods
Credit card setup, authorization, and capture
Configure payment methods for POS
Payments FAQ
Purchase orders
Purchase order overview
Create purchase orders
Product receipt against purchase orders
Approve and confirm purchase orders
Purchase order approval mobile workspace
Sales tax
Sales tax overview
Sales tax calculation methods in the Origin field
Whole amount and Interval calculation options for sales tax codes
Call center
Call center overview
Call center catalogs
Create a call center catalog
Set up fraud alerts
 Set up order processing options
Set up a continuity program for a call center
Order holds
Payment options
Channel setup and management
Initialize seed data in a Retail environment
Define retail channels
Online store overview
Configure and install a Retail hardware station
Retail time and attendance
Modern Point of Sale (MPOS) and Cloud POS
Hardware peripherals
Screen layout
Info codes overview
Product recommendations
Offline POS functionality
Shift and cash drawer management
Customer orders
Sales associates
Device activation
Receipts
Task recorder and Help for POS
Monitoring and analysis
Monitor sales and margin performance
Analyze sales trends and patterns
Assess sales performance by product
Assess customer and product profitability
Analyze store performance
Set up RFM analysis
Discounts and price adjustments
Price adjustments and discounts
Determine the optimal combination of overlapping discounts
 Define channel-specific discounts
Create coupons for retail sales
Products and merchandising
Product information overview
Retail hierarchies
Create and manage attributes
Set up retail products
Product dimensions
Set up bar codes
Set up bar code masks
Set up assortments
Sell and return products outside of an assortment
Default order settings for dimensions and product variants
Search for products and product variants during order entry
Loyalty
Set up a customer loyalty program
Inventory
Manage store inventory
Register serial numbers in the sales process
Inventory journals
Inventory tag counting
FIFO with physical value and marking
LIFO Date with physical value and marking
LIFO with physical value and marking
Weighted average date
Weighted average with physical value and marking
Quarantine orders
Running average cost price
Tracking running average cost per inventory dimension
Human resources
Organize your workforce using departments, jobs, and positions
Setting up the components of a job
Retail tasks
Base price and trade agreements
Category pricing rules to create trade agreements
Configure credit card processing
Configure the functionality profile for a sales representative
Configure machine learning-powered product recommendations
Create and associate a device
Create and associate a hardware station
Create and associate registers
Create, calculate, and post a statement for a retail store
Create call center orders
Create financial dimensions for POS registers and configure dimension values on
registers
Create financial dimensions for Retail channels and configure dimension values on
stores
Create online channels and define channel attributes
Create POS permission groups
Create a POS visual profile
Create product packages for purchase orders
Define call center channel and channel attributes
Define channel attributes
Define continuity schedules
Define loyalty programs
Define loyalty reward points
Define loyalty schemes
Design the relationships between organizational units
Manage assortments
Parameter configurations for Retail statements
Payment configurations for Retail statements
Perform self-service to download hardware station
Post online sales and payments
Process loyalty reward point adjustments
Push products from distribution center to store using buyer's push
 Retail price adjustments
Configure and run a job to calculate statements
Configure and run a job to post statements
Generate and run out-of-box reports
Set up rules and parameters for cross docking and buyer's push
Store configurations for Retail statements
Use a continuity program
Configure a worker
Retail development & administration
Architecture
Deployment and hotfixes
Upgrade and N-1 support
Extensibility
Retail SDK
Commerce runtime
Dynamics 365 for Talent
Getting started
System requirements and update policy
Develop a human resources strategy
Organize your workforce using departments, jobs, and positions
Set up job components
Create a department and associate it with the department hierarchy
Set up HR parameters across legal entities
Set up company-specific HR parameters
Personnel actions FAQ
Use workflow to manage employee information
Leave and absence overivew
Motivate employees
Compensation plans
Create fixed compensation plans
Create variable compensation plans
Process compensation
 Develop and train employees
Performance management overview
Align workforce skills with business needs
Set up training courses
Create and maintain benefits
Manage a benefits program
Benefit eligibility policies
Manage items lent to workers
Gather information using questionnaires
Questionnaires
Design a questionnaire
Distribute and complete a questionnaire
Evaluate the results of a questionnaire
Workplace safety and compliance (United States)
Form I-9 employment verification
Comply with the ADA
Development & administration using the Unified Operations Platform
System requirements for cloud deployments
System requirements for on-premises deployments
Demo data
Develop and customize using Visual Studio
Application stack and server architecture
Get an evaluation copy
Sign up for a subscription
Access instances
Development system requirements
Fleet Management sample application
Visual Studio tools
X++ programming language
Compile-time functions
Run-time functions
System tables
 System classes
Extensibility home page
Continuous delivery home page
Performance home page
Testing support in Visual Studio
Dates
Licensing
User interface development
Tutorials
Forms
Controls
Window management
Messages
Primary form pattern guidelines
Form patterns
Secondary form patterns
Sub patterns
Control extensibility
Build workspaces
Task Recorder
Mobile platform
Getting started
Configure a mobile workspace
Optimize a mobile workspace
Server-side development reference
Client-side development reference
Release solutions using Lifecycle Services
Develop and release
Stage and publish
Add a methodology
Set up Business process modeler libraries
Migrate code
 Validate an application
Process and consume data packages
Back up a solution database
Localizations
Financials development
Dimensions
Add dimensions to an Excel template
Dimension Entry control dialog support
Dimension entry control migration
Dimension entry control uptake
Dimension Expression Builder subpattern
Financial dimension configuration for integrating applications
Activate financial dimensions
Financial dimensions and main accounts in a right-to-left language
Make a backing table be consumable as a Financial dimension
Segmented entry control migration
Segmented entry control dialog support
Segmented entry control metadata
Segmented entry control migration guidance
Segmented entry control parm methods
Add the ability to look up values for financial dimensions in Microsoft Excel
templates
Create exchange rate providers
Supply chain development
Gantt development guide
Create a new transportation management engine
Deployment
Deploy a demo environment
Cloud deployment
On-premises deployment
Deploy custom code
Upgrade and migration
Upgrade from AX 2012 to Dynamics 365 for Finance and Operations
 Code migration and upgrade
Upgrade to a recent update
Hotfixes and servicing
Deprecations
System administration
Platform monthly updates FAQ
Add links to your organization's legal terms and privacy statement
License codes and configuration keys report
Cross-company data sharing
Maintenance mode
Security
Batch processing
Lifecycle Services
Overview of Lifecycle Services
Dynamics Lifecycle Services user guide
Configure security
Issue search
Configuration manager
Configure the code upgrade service
Create a methodology
Business process modeler
Business process libraries in business process modeler
Business process modeler flowcharts
Upload custom business processes
Monitoring and diagnostics
Asset library
Dynamics AX 2012 Lifecycle Services features
Database management
Copy a database from Azure SQL Database to a SQL Server environment
Copy a database from SQL Server to a production Azure SQL Database environment
Restore a database on a non-production environment
Export a copy of a database to restore later
Support
Get support for Dynamics 365 for Finance and Operations, Enterprise edition and
Lifecycle Services
Log a premier support ticket
Submit a request to the Dynamics Service Engineering team
Set up technical support for Dynamics 365 for Finance and Operations, Enterprise
edition
Planned maintenance window FAQ
Cloud operations and servicing
Manage Finance and Operations Support experiences