Microsoft Dynamics NAV

Are you ready for the Dynamics 365 For Finance and Operations One Version (Continuous updates)

Microsoft recently announced a change in the way Dynamics 365 for Finance and Operations will be updated. Starting April 2019, each Dynamics 365 for Finance and Operations customer will be running on the same product version (including Platform, Application and Financial Reporting). This approach will lower upgrade costs and will provide you access to the latest capabilities, performance improvements and the best support experience.

For customers, it is important to know that the support for older versions (7.0 to 7.2/July 2017) will end in April 2019. If you/your customer is running on these old versions, it is very important to upgrade the application as soon as possible. Version 7.3 support will be extended through April 2020 only for customers who have unfulfilled extensibility requests with Microsoft. So, If you cannot upgrade to the latest release due to unfulfilled extensibility requests, you are still required to upgrade to application release 7.3 and the latest platform update.

Watch Microsoft Managed Continuous Updates TechTalk for more details.

 

Important action items for customers running older version of Dynamics 365 for Finance and Operations application:
Continue reading “Are you ready for the Dynamics 365 For Finance and Operations One Version (Continuous updates)”

Advertisements
Microsoft PowerApps

Launch function in PowerApps

This blog explains few of the capabilities of Launch function in PowerApps.

I would like to directly jump into an example as it is quite simple and self-explanatory. Here is a PowerApp which is connected to Dynamics 365 for Finance and Operations customers entity through the connector. The App is reading customer data and showing some important information on Customer Details page. For an end user (maybe a salesperson), along with the required or some important customer details, you can also provide him/her with easy ways to connect with the customer right from within the App. Give ability to users on a PowerApp to Visit customer’s website, Call primary phone number, Email Primary contact or Get directions on the map to go meet them directly, all using one function – Launch!

 

Read More about Launch function here and about launching Bing or Google maps here

 

 

 

 

 

 

 

Dynamics 365 for Talent, Microsoft Dynamics 365 for Operations

Dynamics 365 for Talent – Attract/Hiring Experience

Microsoft has reimagined the complete HR experience from both candidate and hiring company’s perspective! With the release of Dynamics 365 for Talent, the experience of hiring, onboarding and handling core HR activities have been taken to the next level. I highly recommend everyone to sign up for the trial and get your hands on this awesome product.

Watch a quick product introduction video here

In this blog, I will try to demonstrate the Attract experience that comes with this product. To make it simple and easy to follow along, I’ve captured many screenshots from different users’ perspective to showcase the Attract experience. I have used some dummy names and accounts for this demo purpose only.

Let’s consider a scenario with 3 personnel for this demo. 1. Recruiter 2. Hiring Manager/Interviewer 3. Applicant/Candidate

Story: Hiring manager Sana is in need of a Software Engineer for her team in Contoso demo company. After all the internal approvals and formalities, recruiter Harry publishes a job opening in the company’s career portal. Sunaina (Applicant) is a computer science graduate looking for opportunities to work and comes across the job opening in Contoso demo company’s site and applies for this job.

Let’s look at how the hiring process is managed with Microsoft Dynamics 365 for Talent:

Continue reading “Dynamics 365 for Talent – Attract/Hiring Experience”

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

This blog was written a while back! If you’re trying to integrate Dynamics 365 ERP and CRM, please refer the following document:

https://docs.microsoft.com/en-us/dynamics365/unified-operations/supply-chain/sales-marketing/prospect-to-cash


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”