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1. Microsoft Dynamics 365 Sign In
2. Microsoft Dynamics 365 Marketing App
3. Microsoft Dynamics 365 For Mac
4. Microsoft Dynamics 365 Machine
5. Microsoft Dynamics 365 Demo

Oct 07, 2013  Microsoft Dynamics 365 is the essential business solution for busy professionals who need to engage with customers while staying productive at work and on the go. Arrive prepared for every appointment and update notes, tasks, and attachments – along with relevant service and sales records – while the details are still fresh.

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Dynamics 365 for Outlook works the way that you do by providing a seamless combination of Dynamics 365 for Customer Engagement features in the familiar Outlook environment. This section lists software requirements for Dynamics 365 for Outlook and Dynamics 365 for Microsoft Office Outlook with Offline Access.

One of the following operating systems is required:

The add-ins you'll see will depend on the app you're using and the kind of Office 365 subscription you have. Office for Mac doesn't currently support organization-based add-ins. Get a VBA add-in for Word or Excel for Mac. Extend the power of productivity in Outlook with Microsoft Dynamics 365 App for Outlook so your team can experience Common Data Service app in context of customer communication in Outlook. Capture your customer communication right within Outlook. Track your emails and appointments in Outlook to CDS and associate them to the right records. Jan 29, 2020  In Excel, the Microsoft Dynamics Office Add-in allows users to read, analyze, and edit data from Microsoft Dynamics systems and publish data changes back to Microsoft Dynamics OData services. Any errors encountered on publish are indicated to the user via row-by-row highlighting and a message containing number of rows created, updated, and deleted. Microsoft 365 Enterprise is a set of licensing plans that offer increased levels of compliance and security management over Microsoft 365 Business. They are designed for enterprise customers and those customers that have over 300 users. In addition, Microsoft 365 Enterprise plans provide additional business intelligence and analytics functionality. People can use Dynamics 365 App for Outlook to tap the power of Dynamics 365 apps while using Outlook on the desktop or web. For example, view information about email or appointment recipients, or link an Outlook email or appointment to a Dynamics 365 apps record such as. Oct 25, 2017  Moving average is a perpetual costing method based on the average principle, where the costs on inventory issues do not change when the purchase cost does. The difference is capitalized and is based on a proportional calculation. The amount that remains is expensed.

• Windows 10 (64-bit and 32-bit versions)*

• Windows 8.1 or Windows 8 (64-bit and 32-bit versions)

• Windows 7 Service Pack 1 (64-bit and 32-bit versions) * Windows 7 does not support offline capabilities.

• Windows Server 2012 and Windows Server 2012 R2 when running as a Remote Desktop Services application

*This feature is available only if your organization has updated to Dynamics CRM Online 2015 Update 1.1, Microsoft Dynamics CRM 2015 Update 0.2 or Dynamics 365 for Customer Engagement.

Microsoft Dynamics 365 for Outlook software feature prerequisites

The following software must be installed and running on the computer before you run Microsoft Dynamics CRM for Outlook Setup:

Microsoft Dynamics 365 Marketing App

Web Browser. One of the following:

• Internet Explorer 11

• Internet Explorer 10

Important

Internet Explorer 9 or earlier versions are not supported for use with Dynamics 365 for Outlook.

You should add your Dynamics 365 (online), version 8.2 URL to Trusted sites in Internet Explorer. See Troubleshooting: Unblock required URLs.

Microsoft Office. One of the following:

• Office 2016*

• Office 2013

• Office 2010

  *This feature is available only if your organization has updated to Dynamics CRM Online 2015 Update 1.1, Microsoft Dynamics CRM 2015 Update 0.2 or Dynamics 365 for Customer Engagement.

Important

Dynamics 365 for Outlook isn’t supported with Office for Mac versions of Office Outlook.

To install and run the 64-bit version of Dynamics 365 for Outlook, a 64-bit version of Microsoft Office is required.

Before you run the Configuration Wizard to configure Dynamics 365 for Outlook, a Office Outlook profile must exist for the user. Therefore, Outlook must be run at least once to create the user's Outlook profile.

Both the web application and Dynamics 365 for Outlook require JavaScript enabled for certain features, such as Activity Feeds, dashboard areas, and the display of certain panes or menus. Although the web application displays error messages when JavaScript is disabled, Dynamics 365 for Outlook doesn’t. To verify if JavaScript is enabled in Internet Explorer, start Internet Explorer, on the Tools menu click or tap Internet options. On the Security tab, click or tap Internet, and then click or tap Custom level. In the Security Settings dialog box under Scripting, Active scripting must be set to Enable.

The Indexing Service (now known as the Windows Search Service, or WSS) is required by users who will set up and use Dynamics 365 for Outlook and its Help file in offline mode.

Dynamics 365 apps. One of the following editions of Dynamics 365 for Customer Engagement must be available so that Dynamics 365 for Outlook can connect to it:

• On-premises editions of Dynamics 365 for Customer Engagement Server

• Dynamics 365 for Customer Engagement

Additional Microsoft Dynamics 365 for Outlook software requirements

If needed, the following software will be installed by Microsoft Dynamics CRM for Outlook Setup:

• SQL Server 2012 Express

  Note

  Installed from Dynamics 365 for Microsoft Office Outlook with Offline Access only.

• Microsoft .NET Framework 4.6.2.

• Microsoft Windows Installer 4.5.

• Microsoft Visual C++ Redistributable.

• Microsoft Report Viewer 2010.

• Microsoft Application Error Reporting.

• Windows Identity Foundation (WIF).

• Azure AppFabric SDK V1.0.

• Microsoft SQL Server Native Client.

• Microsoft SQL Server Compact 4.0.

• Reporting Services Microsoft ActiveX control. If not installed on the computer, the user will be prompted to install the software at first attempt to print a report. This installer package is named RSClientPrint.cab and can found on the SQL Server Reporting Services server at <drive>:Program filesMicrosoft SQL Server<MSSQL>Reporting ServicesReportServerbin.

Note

Dynamics 365 for Outlook is not supported when remote Proxy Auto-Configuration (PAC) files are used.

Offline Support

The following operating systems are supported for offline mode.

See Also

Dynamics 365 for Outlook support matrixes
Compatibility with Microsoft Dynamics CRM 2016
Compatibility with Microsoft Dynamics CRM 2015
Compatibility with Microsoft Dynamics CRM 2013

Important

Dynamics 365 for Finance and Operations has evolved into purpose-built applications to help you manage specific business functions. For more information about these changes, see Dynamics 365 Licensing Guide.

Moving average is a perpetual costing method based on the average principle, where the costs on inventory issues do not change when the purchase cost does. The difference is capitalized and is based on a proportional calculation. The amount that remains is expensed.

When you use moving average, inventory settlements and inventory marking are not supported. Inventory close does not affect products that have moving average as the inventory model group, and it does not generate any settlements between the transactions.

Microsoft Dynamics 365 For Mac

The following are prerequisites when you use moving average cost as a costing method.

1. In the Item model groups page, set up an item model group that has Moving average selected in the Inventory model field. Note: By default, when Moving average is selected, the Post physical inventory and Post financial inventory fields are also selected.

2. In the Posting page, assign accounts to the Price difference for moving average and the Cost revaluation for moving average accounts on the Inventory tab. You use the Price difference for moving average account when cost has to be proportionally expensed. This occurs because of a difference in cost between a purchase receipt and the purchase invoice, and because of a difference between the original inventory quantity and the current on-hand quantity. Use the Cost revaluation for moving average account when you want to adjust the moving average cost for a product to a new unit price.

3. In the Released products page, assign the moving average item model group to the product. Note: The inventory close process only closes the accounting period. It does not affect products that have moving average assigned to them as an item model group.

Convert to the moving average costing method

Products can be converted to use the moving average inventory valuation method. This type of conversion is usually done at the end of the year, after the last month of the current year is closed. It is done by using the product’s current costing model. You can change your inventory costing method from a costing method that is based on average cost or standard cost to a method that is based on moving average.

If you are changing your costing method from a standard costing method to a moving average method, you have to complete the following tasks:

1. Make adjustments to get inventory quantities and values down to 0 (zero).
2. After the inventory value and quantity are 0 (zero), change the item model group to moving average.
3. Make adjustments to get the quantity and value back into inventory.

You cannot change your inventory costing method from a moving average method to a First in, First out (FIFO) method, a Last in, First out (LIFO) method, or a weighted average method.

Note: Converting from standard cost to moving weighted average is a manual process.

The following examples illustrate the effect of using the moving average costing method. There are four configurations:

• Purchase order and proportionally expensed cost difference
• Moving average product and inventory adjustment
• Moving average with production
• Moving average with a backdated transaction

Purchase order and proportionally expensed cost difference

With moving average, the product’s cost is determined by the purchase receipt. When the purchase invoice is posted, if there is a difference in cost between the purchase receipt and the purchase invoice, the difference is proportionally adjusted to the current products in stock, and any remaining amount is expensed.

In this example, a purchase order is created and received at one cost, and the purchase invoice is posted with a different cost.

1. Create a purchase order for a quantity of 2 and a unit price of 10.00.
2. Create a purchase receipt of the product.
3. Create a sales order for a quantity of 1 and a unit price of 10.00.
4. Create a purchase invoice for a quantity of 2 and a unit price of 12.00.

The difference in unit price, 2.00, is posted to the Price difference for moving average account when the purchase invoice is posted. The reason is that two products were purchased for a cost of 20.00. One of the products was sold for a unit price of 10.00. The purchase invoice was posted at a unit price of 12.00 with a quantity of 2. The unit price of the product cannot be posted at 14.00.

Moving average product and inventory adjustment

If you need to adjust the moving average cost of a product, inventory adjustments are allowed as of today’s date. You cannot backdate an inventory adjustment to correct the moving average cost of a product. You cannot have the cost flow through subsequent transactions.

In this example, the moving average cost is adjusted for a product.

1. Select the product that you want to adjust the moving average cost for. Note: The Revaluation for moving average page examines the inventory available for a product. The product selected has a posted quantity of 1, a posted a value of 12.00, a posted unit cost of 12.00, and a unit cost of 12.00.
2. Update the Unit cost field to 16.00. The system calculates the remaining fields.
3. The adjustment is posted.

Note: You can only adjust the moving average cost as of today’s date.

In the Settlements for voucher page, you can see an adjustment of 4.00 posted to the Cost revaluation for moving average account.

Moving average with production

Microsoft Dynamics 365 Machine

Moving average supports produced items. If you plan to use moving average in a production environment, the Use estimated cost price slider in the Production control parameters page should be selected. This means that the cost price that is calculated during estimation is used instead of the actual BOM calculation cost price.

Moving average with a backdated transaction

Backdated transactions are assigned the current moving average cost, and the product’s physical quantity is updated, but the product’s moving average cost is not affected. In this moving average example, a backdated transaction for a moving average product is posted.

1. Create an inventory adjustment for the moving average product for a quantity of 1 and a cost of 20.00.
2. The inventory transaction history for the product would resemble the following:
   • An inventory transaction of 1, a cost of 16.00, a posting date of January 15, and a transaction date of January 15.
   • An inventory adjustment of 1, a cost of 20.00, a posting date of January 1, and a transaction date of January 15.
3. Post the adjustment.

Microsoft Dynamics 365 Demo

In the Inventory transactions page, you can see that 4.00 is expensed as the current moving average for the product is 16.00. You can post in the past, but the difference in cost is expensed, so the moving average cost is not affected.

Inventory value report

In this moving average example, the inventory value report is printed to support the current moving average calculation for a product. The Inventory value report can print the transactions in chronological order, together with the cost to support the moving average cost calculation of a product. The report displays the moving average cost for the product. In the Inventory value reports dialog box, a Date interval allows you to select the Transaction time or the Posting date to sort the report by. The Posting date option is how the report is traditionally printed. The Transaction time option is the actual date that the transaction is reported and the moving average cost for the product is updated. You can print the Inventory value report by using the Transaction time sorting option if you want to see the moving average cost calculation over time. The following table displays the transactions for the product that the report is printed for when the Transaction time sorting option is used.

Note: You cannot reconcile the general ledger with inventory by using the Transaction time sorting option. The report must be printed by using the Posting date option.