Microsoft Dynamics 365 for Financials, Microsoft Dynamics 365 for Operations

Test your knowledge on Dynamics 365

It’s been quite some time since Microsoft Dynamics 365 has been released. Everyone in the Dynamics community is busy learning, talking and sharing their knowledge on Dynamics 365.

I thought it’ll be nice to create a generic, simple and fun quiz on Dynamics 365. I have created this quiz with feedback and some helpful links in case you want to learn more about any topic.

Feel free to click on the link below to take up this quiz and I hope you’ll like it!

If you get all of it right, it’s great! if not, you learned something new 🙂

 

Common Data Service, Microsoft Dynamics 365 for Operations, Microsoft Dynamics CRM, Microsoft Flow

Integrating Dynamics 365 ERP and CRM – Using Microsoft Flow and Common Data Service

Dynamics 365 unifies CRM and ERP capabilities into applications that work seamlessly together across different areas of a business. Two main components of Dynamics 365 are CRM and ERP applications.

For customers who use both CRM and ERP applications (for example, Dynamics 365 for Sales and Dynamics 365 for operations), it is important that these applications integrate and work together and one option for customers/partners is to use Microsoft Flow and Common data service (CDS)

Continue reading “Integrating Dynamics 365 ERP and CRM – Using Microsoft Flow and Common Data Service”

Microsoft Dynamics 365 for Financials

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.

Continue reading “Creating Companies in Dynamics 365 for Financials”

Microsoft PowerApps

Using multimedia in Microsoft PowerApps

Microsoft PowerApps provides an option to add multimedia in the mobile applications. In this blog, I would like to briefly describe how we can use the available media controls in our Apps.

Media options

Image: This control is used to display an image from local file or a data source. This control mainly uses Image property where the source of the image is specified.

Continue reading “Using multimedia in Microsoft PowerApps”

Microsoft Dynamics 365 for Financials, Microsoft Flow

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

Continue reading “Get low inventory alerts using Dynamics 365 & Microsoft Flow”

Microsoft PowerApps, Microsoft SQL Server

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.

Continue reading “PowerApps with SQL server on-premises – Using the Gateway”

Microsoft Dynamics 365 for Financials, Microsoft PowerApps

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

Continue reading “Create an App for Dynamics 365 for Financials in just a few minutes!”