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.

Continue reading “Personalized Reports to Customers & Vendors with Dynamics 365 for Financials”

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Microsoft Dynamics 365 for Financials, Microsoft Dynamics NAV

Microsoft Word Document Reports in Dynamics NAV and Dynamics 365 for Financials

In Microsoft Dynamics NAV and Project Madeira, it is possible to use Microsoft Word 2013 or later to modify the report layout to some extent . Customers can edit/modify the report layout in Microsoft word document and this editing experience is WYSIWYG. This feature makes it easy for customers to modify their reports and save them without touching the underlying report objects.

This feature becomes all the more important in Project Madeira! Which is why, I decided to write about this feature. I will be using screenshots from Project Madeira in this blog. However, it matches pretty much with Dynamics NAV as well 🙂

Its important to know that reports in NAV and Madeira can have RDLC layout or Word Layout and some reports have both layouts.

Continue reading “Microsoft Word Document Reports in Dynamics NAV and Dynamics 365 for Financials”

Microsoft Azure, Microsoft Dynamics NAV

The Microsoft Dynamics NAV on Microsoft Azure e-book

Have you had a chance to look at the Microsoft Dynamics NAV on Microsoft Azure e-book?

Download it from here (PartnerSource access required)

This e-book helps you understand the challenges and make the right decision. It also comprehensively explains the following 3 topics:

  1. The Business value for Partners
  2. Implementing Microsoft Dynamics NAV on Microsoft Azure
  3. Scenarios to consider with Microsoft Dynamics NAV on Azure

More details at: https://mbs.microsoft.com/partnersource/northamerica/readiness-training/readiness-training-news/NAVonAzure

 

Microsoft Dynamics NAV, Microsoft Power BI

Connecting Dynamics NAV 2013/2015 to the NAV content pack in PowerBI.com

PowerBI.com has a Dynamics NAV content pack which connects to Dynamics NAV 2016 out of the box. I’ve discussed about it here.

Customers using NAV 2013 or NAV 2015 can also connect to this NAV Content pack in powerbi.com.

Continue reading “Connecting Dynamics NAV 2013/2015 to the NAV content pack in PowerBI.com”

Microsoft Dynamics CRM, Microsoft Dynamics NAV

Integrating Dynamics NAV 2016 with CRM Online

Hi, In this post I would like to explain the initial setup required and steps for integrating Dynamics NAV 2016 and CRM Online. This enables you to integrate and synchronize data in Microsoft Dynamics CRM entities such as accounts, contacts, and products, with equivalent record types in Microsoft Dynamics NAV such as customers, contacts, and items, respectively.

NAV 2016 and CRM integration

Dynamics NAV 2016 has a default integration setup which can be used to enable this integration. NAV 2016 includes new objects to support this integration.

Continue reading “Integrating Dynamics NAV 2016 with CRM Online”