Optimization Advisor in D365 for Finance and Operations

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As we’ve already mentioned in our article about the achievements and milestones of D365 for Finance and Operations, it is a solution which has made several improvements and adjustments in order to help organizations achieve even greater operational excellence and productivity.

One of the key features D365 uses to help users with task automation and keeping up productivity levels is the Optimization Advisor.

This blog takes a look at the inner workings of Dynamics 365 for Finance and Operations and how it identifies different challenges in the workflows of business processes, as well as offer solutions to them.

An overview

When a business process is not able to produce the required performance, companies usually have to involve users, internal consultants, implementation partners or even write up incidents and ask vendors for support. This can cause a lot of chaos and disparate solutions.

Incorrect configuration and setup of a module can lead to reduced functionality within Finance and Operations, as well as slower system performance and incomplete business process workflows.

As Microsoft points out:

The quality of business data (for example, the correctness, completeness, and cleanliness of the data) also affects system performance, and an organization’s decision-making capabilities, productivity, and so on.

To reduce the time needed to get to a resolution, Dynamics 365 for Finance and Operations has a built-in system which automates processes and offers users a dedicated workspace for solving problems. Enter the Optimization Advisor.

The Optimization Advisors guides users by offering them opportunities to follow best practices and increase the quality of their workflows. It can suggest best practices for module configuration and identify business data that is obsolete or incorrect immediately.

When a violation of a certain rule within the system is detected, an optimization opportunity is shown on the user’s screen. The user can then take necessary corrective action directly from the Optimization Advisor workspace – it’s as simple as clicking one button.

When an optimization action is taken, the system calculates the impact of the opportunity by estimating the reduction in the runtime of business processes.

An example

Let’s say a warehouse manager has noticed wave processing is taking longer than usual. By logging into D365 for Finance and Operations and navigating to the Optimization Advisor workspace, the manager can see a list of opportunities for performance improvement.

On it, an opportunity to update parallel wave processing is presented. By clicking on it, the manager receives concrete details and data about the problem and what can be done to remedy the situation.

A suboptimal configuration of wave processing seems to be the cause of the problem, and two warehouses are affected. A take-action button takes the user straight to the root of the problem and offers a solution with the click of a button.

If the manager finds that the issue isn’t really affecting business processes in his organization, he can choose to remove it from the system and set up new rules for the future.

The optimization advisor is just the beginning…

Let’s recap – in order to ensure maximum efficiency and operational excellence, the Optimization Advisor goes through the following processes:

  • business process analysis
  • search for optimization opportunities
  • use of data composition
  • quantification of opportunities
  • solution recommendations

Digitalization is already making a huge impact across different industries globally. The Optimization Advisor is a step towards future-proofing your operations and an indicator of things to come in the evolution of ERP solutions. With Dynamics 365 for Finance and Operations, you can expect even better task automation, less time wasting and increased capabilities.

Partner up with Merit Solutions and Microsoft in order to get the most out of your organization’s potential and enter the future prepared for any challenge the world throws at you.

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