Dynamics 365 Finance & Operations, Retail and Talent - Cloud and on-premises feature comparison (As on 20/‎05‎/‎2018)

Cloud and on-premises feature comparison

This topic shows whether each feature is available in these products:

·        Dynamics 365 for Finance and Operations (cloud)

·        Dynamics 365 for Finance and Operations (on-premises)

The following tables list the product areas. Cloud and on-premises support is listed for the feature as a whole. Where specific features differ from the area overall, the features are listed on a separate line in the Feature column.

Dynamics 365 for Finance and Operations

Area	Feature	Cloud	On-premises
Compliance and certifications		Yes	Yes
	SOC 1 Type 1 certification	Yes	No
Cost accounting		Yes	Yes
	Cost accounting content pack for Power BI	Yes	No
	Cost accounting workspace for mobile app	Yes	No
Cost management		Yes	Yes
	Cost management content pack for Power BI	Yes	No
Data management and integration		Yes	Yes
	Configuration-driven extension	Yes	No
	Export data to your own data warehouse	Yes	Yes
	Enable the export of incremental updates to a data entity	Yes	No
	Data integrations	Yes	Yes
Document management		Yes	Yes
Financial management		Yes	Yes
Help		Yes	No
Human resources		Yes	Yes
Intelligence		Yes	Yes
	Electronic reporting (ER) - Integration with LCS	Yes	No
	Electronic reporting (ER) - Integration with SharePoint	Yes	No
	Integration with PowerBI.com	Yes	No
	Analytical workspaces	Yes	No
	Intelligent business process: Recommendations	Yes	No
	Authoring Power BI reports with OData using Power BI desktop or Excel PowerQuery tools	Yes	No
	SQL Server Reporting Services (SSRS) supports scaling out	Yes	No
	Telemetry is transferred into the cloud	Yes	No
Inventory management		Yes	Yes
Lifecycle services		Yes	Yes
	Configurable business processes	Yes	No
Localizations		Yes	Yes
Manufacturing		Yes	Yes
Master planning and forecasting		Yes	Yes
Mobile app, workspaces, and platform		Yes	Yes
Office integration		Yes	Yes
Organization administration		Yes	Yes
Payroll		Yes	Yes
	Direct deposit	Yes	No
Procurement and sourcing		Yes	Yes
	Punch-out to external catalog from purchase requisition	Yes	No
	Purchase spend analysis Power BI reports	Yes	No
Product information management		Yes	Yes
Product master data		Yes	Yes
Production		Yes	Yes
	Production performance Power BI reports	Yes	No
Project management and accounting		Yes	Yes
Sales		Yes	Yes
	Sales and profitability performance Power BI reports	Yes	No
Security		Yes	Yes
Service management		Yes	Yes
Supply chain management		Yes	Yes
Transportation management		Yes	Yes
Vendor collaboration		Yes	Yes
Warehouse management		Yes	Yes
	Mobile warehouse app	Yes	Yes
	Warehousing Power BI reports	Yes	No
Web client		Yes	Yes
	Task recorder - Save or load task recordings from the BPM library	Yes	No
Support		Yes	Yes
	Access to Support via the Help & Support menu	Yes	No

Development and administration

Area	Feature	Cloud	On-premises
Build and test		Yes	Yes
Extensibility		Yes	Yes
Monitoring and telemetry		Yes	Yes
Platform compatibility		Yes	Yes
Servicing		Yes	Yes
	Servicing environments	Yes	No
Trace Parser and PerfTimer		Yes	No
Upgrade		Yes	Yes
	Upgrade	Yes	No
	Upgrade and support for previous versions	Yes	No
Visual Studio development		Yes	Yes

Dynamics 365 for Retail

Area	Feature	Cloud	On-premises
All Retail areas	All Retail features	Yes	No

Dynamics 365 for Talent

Area	Feature	Cloud	On-premises
All Talent areas	All Talent features	Yes	No

Relevance Search - Dynamics CRM

Relevance Search distributes a search in a single result list and sorts it by relevance based on a scoring concept. One key thing to know is that the higher the score, the more relevant the item.

Relevance Search can:

• Find matches to any word in the search phrase. Matches include various forms of the search word for example, “service,” will match to “servicing,” or “serviced”

• Search for text in emails and notes

• Search records that you own as well as those that have been shared with you

• Search for text in an Option Set and Lookup field

• Search for text in SharePoint integrated documents (scheduled to be included in the next Dynamics 365 update)

• Search for text within Documents in Dynamics 365. These include documents in a Note, Attachments, Email, and Appointments.

As you can see, the Relevance Search can do many great things but it can also result in millions of matches depending on the size of your organization. Luckily, for us, Microsoft has thought about that and included a feature called Facets and Filters. We get additional filtering by Record Type, Owner, Modified Date, and Created Date to personalize search experience.

Additional Filtering using Facets and Filters

Global Facets: You can refine your search results to Record Type, Owner, Created On, or Modified On. In this example below, I filtered the search results to only show records for a specific “Owner.”

Entity Specific Facets: When you click on a specific record type, additional facets appear. These facets are specific to the fields of the Record Type/Entity. System Administrators and System Customizers can configure which fields are available for faceting through the entity’s Quick Find view. In the example, clicking on Cases gave me two additional facets: Priority and Origin.

End user configuration: End users can also personalize their search experience by configuring the facet fields that they would like to see for any searchable entity.

Narrow your search to get results that are more relevant to your needs.

PSA - Universal resource scheduling update

When scheduling a resource requirement in Dynamics 365, we now have the ability to take an existing resource requirement and break down the hours into different date ranges by creating multiple requirement details.

Navigate to the resource requirement record that needs to be scheduled.

Click on specify pattern to break down the resource requirement into multiple requirement details.

Navigating to the schedule board, a requirement that has been broken down into multiple requirement details is rendered on the schedule board as shown below

When a booking record for a requirement detail is scheduled within the specified pattern, the amount of hours that have been scheduled is displayed as shown below.

Progress Display

The number of hours that need to be staffed and the total number of hours currently booked for the requirement are displayed in the chart at the bottom right of the schedule board. The colors within the chart are based on the booking status which is configurable within the field service administration panel.

Display Associated Resources

When a search is made for available resources to staff a resource requirement, resources that are currently associated to the resource requirement (if any) are displayed in a box at the top of the schedule board.

This provides the dispatcher with the ability to view current resources that are scheduled to a resource requirement and provides the ability for schedulers to prioritize current resources when staffing an ongoing resource requirement.

Seamless Zooming

When viewing the schedule board, we now have the ability to either zoom in or out depending on the current view that the schedule board is set to. Example: If a schedule board is set to display bookings on the weekly view, you can navigate to the weeks schedule for a resource and perform the following steps.

Right click and zoom in.

The schedule board will display all the bookings for the specific resource for the week in question in the daily view as shown below.

Substitute Resources

With the recent updates to Dynamics 365 for field service, we now have the ability to substitute a resource that is currently assigned to a booking by following the steps below.

Navigate to the schedule board and right click on the booking that needs a new resource.

Click on Substitute resource as shown below.

The booking that requires a resource change along with the resource gets loaded to the top of the schedule board. This gives the dispatcher context on the booking that requires a new resource and the current resource that is assigned to the booking.

The schedule board will then display a list of available resources that can be assigned to the booking in question – based on the start time and end time for the booking that is displayed in the filter panel.

You can then select a new resource from the list of resources that have availability that covers the start time and end time of the booking in question. Click substitute at the top of the schedule board to complete the swap.

Copying Resource Requirements

The ability to copy existing resource requirements is now available in Dynamics 365 with the October 2017 Update. This is useful especially when you have bookings that have certain skill and time requirements. This can be accomplished by following the steps below.

Navigate to the resource requirement that needs to be copied

Click copy

The details of the requirement along with related child records like characteristics and roles will be copied over to the new resource requirement record.

That’s what’s new for Universal Resource Schedule Enhancements from the Dynamics 365 October 2017 Update.