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.

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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

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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

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Microsoft Dynamics 365 for Financials, Microsoft Flow

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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Microsoft Dynamics 365 for Financials, Microsoft Dynamics NAV

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.

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

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Microsoft Dynamics 365 for Financials

Microsoft Dynamics 365 Pricing and Licensing Info

Microsoft Dynamics 365 is the next generation of intelligent business applications in the cloud. Information on  Microsoft Dynamics 365 Pricing and Licensing is now available on PartnerSource.

Pricing and licensing videos are broken down into 12 consumable modules as below:

  1. Dynamics 365, Enterprise edition Pricing and Licensing
  2. Service Overview
  3. PowerApps as the Platform
  4. Team Members, Enterprise edition
  5. Dynamics 365 Plan 1 and Apps
  6. Dynamics 365 Plan 2 and Operations App
  7. Enterprise Customer Purchase Options
  8. Business (SMB) edition
  9. Partner Overview
  10. CRM & AX On-Premises Updates
  11. Dynamics 365 for Public Sector (CRM)
  12. Wrap-up

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Microsoft Dynamics 365 for Financials

Scheduling Reports in Dynamics 365 for Financials

Reports are an important part of our day to day work and most of the times, we have specific reports which are important to us and we would like to view these reports everyday or on a regular basis.

In Project Madeira, you can schedule reports to run in the background immediately or at a scheduled time during non peak hours!

For example: Schedule the Balance Sheet report to run in the background  and continue working on other tasks in the system. Once the report output is run successfully, it will be ready to view in your Report Inbox. If your reports have to run through a lot of data and if it takes a long time to complete, you can choose to schedule these reports to run later in non-peak hours as well.

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