Dynamics 365 for Finance and Operations the Optimization advisor

July 9th, 2018 by Stephen Jones Leave a reply »

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

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/sysadmin/optimization-advisor-overview

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.

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 It can suggest best practices for module configuration and identify business data that is obsolete or incorrect immediately.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 violation of a rule within the system is detected, an optimization opportunity is shown on the user’s screen. The user can take 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.

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

For some opportunities, when the recommended action is taken, the system can then calculate, and display in the Impact tab, the result of the optimisation in terms of the reduction in the runtime of business processes. If a corrective action doesn’t fully resolve the issue, the opportunity will be generated again the next time that rule is run. Opportunities can be hidden from a user’s list or the rule deactivated.
Optimisation opportunities can be company-specific or cross-company, and new rules can be coded to apply per legal entity or to the whole system

The current release of Dynamics 365 for Finance and Operations includes a new tool named the Optimization advisor. The Optimization advisor workspace suggests best practices for module configuration and identifies bad data. If you have customizations or ISV solutions in your environment, you can create additional rules for identifying configuration or data issues relative to the associated processes. The Optimization advisor will run periodically in the background and identify “opportunities” for optimization that you can “take action” on in the workspace.

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