Microsoft Dynamics SL

Release 2018 CU2

Release Notes

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Publication Date
April 2019
Contents
Audience ............................................................................................................3
Before You Begin ...........................................................................................3
Security Planning ....................................................................................................................... 3
Customizations ........................................................................................................................... 3

Enhancing the core application and platform .....................................5

Release GL Batches .......................................................................................5
Voucher and Adjustment Entry Approval enhancements ...............5
Approvals via Flow Email ............................................................................5
Approvals History via Power Apps ..........................................................5
Project Week Maintenance .........................................................................5
Project Maintenance – End Date validation by Project or Task ...6
Invoice & Adjustment Posting ..................................................................6
Power Apps & Flow .......................................................................................6
Service Call Entry Site ID enhancement ...............................................6
Dynamics SL data in the Intelligent Cloud ...........................................6
Microsoft Windows Server 2019 ..............................................................6

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Audience
This document provides important information about changes and new features that are
available in this release. The document is of particular interest to those who install Microsoft
Dynamics® SL 2018 CU2 or develop applications for it. All users can benefit from reviewing
the content to determine where they may benefit from the changes in this release.
Make sure that you also read “Microsoft Dynamics SL 2018 CU2 Summary of Changes”
(SummaryofChange2018CU2.pdf)
The .pdf documents included in this release will be installed to the CU2 directory on the
server. Additionally, these documents, and earlier versions, are available for download on
CustomerSource:
https://mbs.microsoft.com/customersource/northamerica/SL/learning/documentation/.

Note: We recommend that you review the Release Notes and Summary of Changes
documents for all versions and service packs/cumulative updates between your earlier
version and this release.

Before You Begin

You must have Microsoft Dynamics SL 2018 CU1 installed before you install Microsoft
Dynamics SL 2018 CU2. Failure to do this results in the installation wizard stopping with a
message instructing you to first uninstall the earlier version. You will find the installation
guide, “Updating Microsoft Dynamics SL to Microsoft Dynamics SL 2018 CU2”
(InstallationGuide2018CU2.pdf), in the \CU2 folder of the installation package. Review the
guide before you begin.

Security Planning
Make security decisions carefully and establish procedures to support your decisions before
you install this release. The Security Guidelines for Microsoft Dynamics SL
(MicrosoftDynamicsSLSecurity.pdf) in the Microsoft Dynamics SL 2018 CU2 installation
package is provided as a starting point. It contains information about how to help secure
your database, communication channels, and how to help secure access to the applications.
One section includes recommendations on how to implement Windows authentication on a
computer that is running Microsoft® SQL Server®. Microsoft Dynamics SL supports the use
of secure communication channels between the client and SQL Server by using Transport
Layer Security (TLS).
This information is provided for planning only and should not be used as a substitute for a
thorough system evaluation with a Microsoft Certified Partner and internal IT staff. A
Microsoft Certified Partner is uniquely qualified to recommend a configuration that helps
improve the security of your business data.

When planning your system security, see the “Security Guidelines for Microsoft Dynamics SL
Release 2018” documentation for information about permissions for the Microsoft Dynamics
SL administrator in SQL Server.

Customizations
New features and improvements or corrections sometimes affect customizations made to a
report or screen. If the Microsoft Dynamics SL installation includes customizations, review
the Summary of Changes documents to determine the effect this release might have on
your customized reports or screens.

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Before upgrading your databases, export the Microsoft Dynamics SL customizations to a .cst
file, and then import the file into the upgraded database. See the Customization Manager
help or user’s guide for information about how to export and import .cst files (summary
information is also available in the “Export Customizations” section of the Microsoft
Dynamics SL Installation Guide). It is also a good idea to print the code associated with the
customization by using the Visual Basic for Applications IDE.

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Enhancing the core application and platform
Microsoft Dynamics SL 2018 CU2 is available to download. This document provides a high-
level overview of the latest application and platform enhancements.

Release GL Batches
The Release GL Batches (01.400.00) screen now displays the Period to Post value. This is
the value entered during data entry in the Journal Transactions Entry (01.010.00) screen.
This allows for the quick review of the period to post information in one screen.
In addition to being able to view the Period to Post value, the screen also allows the editing
of period information, using the initialize mode features. This allows users to fix any errors
made during data entry and then release the batches with the proper period to post value.

Voucher and Adjustment Entry Approval enhancements

The Voucher and Adjustment Entry screen approval process, released with Microsoft
Dynamics SL 2018, supports segregating data duties for data entry and data review. This
allows one user to enter the data and a different user to review, edit and approve the data
entry. Customer feedback enhancements have been added to assist with the entry and
approval process.

Approvals via Flow Email

The Voucher and Adjustment Entry screen approval process now supports approvals online
via email. We are using the latest Microsoft Flow technology to connect to our approval
process.

Approvals History via Power Apps

The Voucher and Adjustment Entry screen approval process now supports viewing approval
history via an online application. We are using the latest Microsoft Power Apps technology to
connect and view our approval process and optionally perform it via Microsoft Flow.

Project Week Maintenance

The Project Week Maintenance screen now supports the automatic creation of week
information based on a company’s Timecard Period needs. Enter the Start Date, End Date,
the Timecard Period frequency (Weekly, Semi-Monthly, Monthly, Bi-weekly or Daily) and how
to handle timecard periods that cross months. After entering this information, the Begin
Processing button is pressed and the preliminary information is displayed on a new screen.
The information is then available to review. Make any adjustments needed and click OK for
the data to display in the Week Maintenance screen.

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Project Maintenance – End Date validation by Project or
Task
Each project has a start and end date. These dates are used for informational or reporting
purposes only and do not have an impact on data entry. SL 2018 CU2 updates the End
Date functionally to make it mean more to those entering time and expense entries. Note
that this same feature will be available for Microsoft Dynamics SL 2018 Web Apps.

Invoice & Adjustment Posting

Enhancing the current Invoice & Adjustment Posting (BI.REG.00) screen to further select
which Projects or Invoices (or preliminary invoices) to process in the Invoice & Adjustment
Posting screen.

Power Apps & Flow

Microsoft Power Apps & Flow are Microsoft technologies that can provide the customer with
functionality that can interact or report on their Microsoft Dynamics SL and other data.
Microsoft Dynamics SL 2018 included a Power App and Flow example that shows the value
add of these Microsoft technologies to Microsoft Dynamics SL users. The Microsoft
Dynamics SL 2018 CU2 continues this by updating the existing Power App and Flow Email
notifications.

Service Call Entry Site ID enhancement

When entering in a Service Quote, you don’t always know which Customer site the work will
be completed. The Site ID field has now been enabled so it can be changed as needed
during the Quote process.

Dynamics SL data in the Intelligent Cloud

Microsoft is offering a way for Dynamics SL customers to start taking advantage of viewing
their data in the cloud. The Intelligent Cloud update coming out in 2019 will add support to
copy key Dynamics SL transactional tables to Dynamics 365 Business Central. This will also
include access to view this data via Smart Lists and the ability to use built-in forecasting
capabilities in D365 BC to use that historical data. Companies can also set how often to
update the information. Your company’s data can be viewed from a phone, tablet or PC
through D365 BC.

Microsoft Windows Server 2019

Microsoft Dynamics SL 2018 CU2 has completed testing against Microsoft Server 2019.

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