Dynamics SL: New Features (Part 2)

Posted by Donna Krizik on June 30, 2014


Last week we attended the Microsoft Dynamics SL 2015 Feature Preview and got a sweet update on new features you can expect to see. We’ve even got the beta in-house so we can really see all the new bells and whistles. There was so much exciting stuff to talk about we had to do a “Part 2” from last month’s newsletter. The list of new features is a mile long but here are some of my favorites. 

ROI/ROI SRS Email Capabilities: So do you remember when Crystal Reports took away the ability to email a report?  Yes, we do too.  Well, great news, it’s back! In just three easy steps, you can email your reports. Here’s how:

1.      Click “Print Preview”

2.      Choose the “File type”

3.      Then, click “OK”

Your email will open up and you can send it out directly from there, easy enough?  

Sign-On Enhancements:  In previous versions, when a user logs on to the system, they see all companies whether they have access to the rights or not. In SL 2015 users will only see the companies they have access rights for. 

Report Metadata Enhancements:  Have you ever wanted to see where the account equals 101? There are now descriptive captions for ROI selection. Historically, you would see the field names, which are not always easy to decipher. You no longer have to guess what the field name is. Now, there is a description column with clear titles of the field! There is also a “Report Field” column that will tell you if that field is currently being displayed on this report.  

Custom Reports Control: Do you have a lot of custom reports?  Thinking about how much of a pain it is to upgrade, when none of them will port over?  Worry no more! The report control table whichstores all standard and custom report formats, will no longer remove custom reportsin the SL 2015 upgrade.

Project Multi Currency Enhancements:  Project transaction tables now store both Project base currency and Company base currency, which wasn’t the case in the past.  For example, if a project was in Canadian dollars and the company had a base currency of USD, you would have had to create a separate database. Now, you can conceivably have the following:

  • Base currency - US
  • Project base: CAN
  • Invoice: YEN
  • Subcontracts: Peso

 

If you are considering an upgrade, or wondering if Dynamics SL is right for you, talk to one of our experts, free, any time at sales@crestwood.com


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