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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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.

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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.

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