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Dynamics and Power Platform 2023 Wave 1 Release

It is impossible to list all the new features planned for the Dynamics and Power Platform in 2023. Use this link to get to the release plans web page and view all the planned changes. Contact Axtegrity at supoprt@axtegrity.com if you have any questions about any of the features and how they may apply to you.


Marketing

The focus for marketing is increased interactions, AI, and analytics.

-Up to 300M monthly interactions are possible with D365 Marketing as part of the public preview in April 2023.

-Set marketing milestones and monitor customer journeys against these milestones with new dashboards. A milestone could be as simple as qualifying a lead or subscribing to a newsletter. You define the milestones important to you.

-New dashboards that are used by both sales and marketing to track pipeline development and understand best sources for producing high quality leads

-Easy to build forms with a new form builder

-Simplified messaging without requiring journeys

-Reminders throughout a journey to drive customer interaction


Sales

There are so many new features in D365 Sales that it is hart do summarize. Here are some that everyone has been waiting for.

-Ability to SMS/Text message directly from Sales

-Automate creating follow-up tasks

-Guidance on next best step (enhanced up next widget) for sellers

-AI to determine prospect “intent” – are they a good lead to work with or not?

-Test email paths to find the content that gets the most interaction from your customers/prospects


Note that many new features in Sales will become available in Axtegrity’s Non Profit Membership application.


Finance

What can change in the world of finance? Automation and analytics are what is needed most. And it is coming in the next few months!

-Full AP Invoice automation with OCR

-Much more data from all of D365 Finance for Financial Analytical Reporting allowing you to report on subledger details along with financial data

-Single API to be used by TAX ISVs

· -Ability to add 20 user defined fields (financial tags) on accounting entries.

-Archive and purge data

-Increase the length of invoice numbers.

-Bank reconciliation features include a new enhanced reconciliation report and ability to set posting date.

-Year-end close improvements


Supply Chain Management

-Ability to share released production information across legal entities.

-Additional features in planning optimization

-Mobile device enhancements for warehouse and asset management

-Warehouse management optimizations

-Archive inventory transactions and sales orders

-Near real-time inventory insights

-Assign shipments to route segments to get true freight cost apportionment.


Finance and Operations cross-app

Cross app capabilities are around Dataverse and one-platform – bringing Power Platform and D365 F&O more tightly coupled around the Dataverse.


Business Central

For Business Central we see many improvements in the integration with Power Platform and enhanced user experiences.

-Drag and drop files to upload dialog.

-Add existing table fields to pages.

-Tailor action bar to suite your processes

-Keyboard access to actions and navigation menu

Additional features

-Improved Shopify interaction for returns/refunds and an extensible connector

-Improved review of GL accounts to assist with period closing

-Preview journal posting prior to posting – see the entries that will be posted to find errors in advance

-Intercompany posting

-Override AP/AR posting accounts for a specific situations using Substitutions


Power Platform

-Improvements in calculations allowed for formula columns

-View/downloads SharePoint attachments on a virtual table

-Real-time contextual notifications

-More complex approval workflows

-Share PowerBI Paginated reports on the web

-Send unique reports to recipients – each recipient report uses its own filters

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