Creating Companies in Dynamics 365 for Financials

When we sign up for Dynamics 365 for Financials, we get access to a demonstration company (called Cronus). The demonstration company contains sample data like sample orders, invoices, ledger entries etc., which lets us explore the application, view charts and reports with sample data.

We will be able to create additional companies with demonstration data or we can create companies to work with our own data. Assisted setup in Dynamics 365 for Financials guides us with creating these companies easily. I would like to list the options available to create new companies through assisted setup.

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Get low inventory alerts using Dynamics 365 & Microsoft Flow

If you’re new to Microsoft Flow, Learn more about it at: https://flow.microsoft.com/en-us/

In this blog, I would like to show how we can make use of Microsoft Flow to notify the user(s) of low inventory of items in Dynamics 365 for Financials. This blog also demonstrates how to use Do-until loop in Microsoft Flow.

Pre-requisites:

  • An account on flow.microsoft.com
  • Access to Dynamics 365 for Financials and publish Item List page as an OData web service (Ex: Items as the Service name)
  • Connection to Dynamics 365 for Financials established in Microsoft Flow

Scenario: For the purpose of this blog, we’ll consider 10 as the threshold quantity. In Dynamics 365, when an existing item’s quantity on hand goes below 10, we’ll send an email notification to the user.

lowinv

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PowerApps with SQL server on-premises – Using the Gateway

On-premises data gateway allows you to access on-premises data with PowerApps!

The gateway is a bridge from your app to the on-premises or virtual machine where your data is stored. On-premises means that your data is stored on a server physically located within your organization, not in the cloud. A virtual machine acts as a private cloud-based server. The gateway can be deployed centrally and you can connect to your on-premises data and manage it securely from PowerApps.

In this blog, I’ll demonstrate how we can create a simple App in PowerApps which can connect to on-premises SQL database.  The App is created to capture Leads information from the user’s phone and the submitted data is saved to SQL database which is on-premises.

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Create an App for Dynamics 365 for Financials in just a few minutes!

PowerApps is a great new product from Microsoft which lets you quickly create Apps on web and mobile without writing code!

Learn more at: https://powerapps.microsoft.com/en-us/

In this blog, we take a look at how we can create a simple App using PowerApps. The App lists all the items in our Dynamics 365 for Financials showing item inventory, price and other info.

PowerApp

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My First Microsoft Flow with Dynamics 365 for Financials

What is Microsoft Flow?

Microsoft Flow lets you create automated workflows between your favorite apps and services to get notifications, synchronize files, collect data, and more! Learn more about Flow at https://flow.microsoft.com/en-us/

How can we use Flow with Dynamics 365 for Financials or Dynamics NAV?

With Microsoft Flow, your Dynamics ERP can communicate with other Apps like Outlook, Yammer, SharePoint, Common Data Service, OneDrive and many more. Complete list at: https://flow.microsoft.com/en-us/services/

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Personalized Reports to Customers & Vendors with Dynamics 365 for Financials

I’ve previously written about how a report can have multiple layouts/templates in Dynamics 365 for Financials. You can find that blog here. With multiple templates per report, we can assign different templates to customers/vendors which enables us to provide a personalized experience!

Let’s consider a scenario where, for some of the customers we want the Sales Invoice to include some special instructions, customer’s logo or any other information. For such cases, we can use the Document Layouts option that is available in Customer card and Vendor card pages to personalize the reports.

capture7

Document Layouts option enables us to select report templates for the recipients.

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