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Image Analysis feature in Dynamics NAV 2018

In Dynamics NAV 2018, the Image Analyzer extension uses the Computer Vision API to analyze images that are attached to contact persons and items.

For example, this is useful for items because it lets you build up a stockpile of metadata about what you sell and use it to fine-tune search results when someone is browsing your web shop.

Image Analyzer is free in Dynamics NAV, but there is a limit to the number of items that you can analyze during a certain period of time. By default, you can analyze 100 images per month.

After you enable the extension, Image Analyzer runs each time you import an image to an item or contact person. You will see the attributes, confidence level, and details right away, and can decide what to do with each attribute. If you imported images before you enabled the Image Analyzer extension, you must go to the item or contact cards and choose the Analyze Picture action.

Requirements

There are a few requirements for the images:

  • Image formats: JPEG, PNG, GIF, BMP
  • Maximum file size: Less than 4 MB
  • Image dimensions: Greater than 50 x 50 pixels

How to enable Image Analyzer

To enable the Image Analyzer extension, do one of the following:

Method-1 : Open an item or contact card. In the notification bar, choose Analyze Images, and then follow the steps in the assisted setup guide.

 

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This will launch Image Analyser assisted setup guide, follow the step.

 

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Once you are done It will import your image for Analysing.

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Method-2 : Access the Service Connections, and then choose Image Analysis Setup.

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Choose the Enable Image Analyzer check box, and then complete the steps in the assisted setup guide.

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For URL and Key follow these steps:

Click on Computer Vision API Documentation

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Click on Try Computer Vision API

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Select your API Computer Vision API and then Get API Key

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Agree to T & C select your Country/Region and then Next

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Sign-In with the preferred account sign-in method

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Once done you will land on page which will have your Endpoint URL and Key

You must add /analyze at the end of the API URI, if it isn’t already there.

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Enter your Endpoint URL and Key and close the window.

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Now you import your Image, or select Analyze Picture if already imported

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This will analyze the Image and provide you with the Attributes.

The Image Analyzer Attributes page displays the detected attributes, the confidence level, and other details about the attribute. Use the Action to perform options to specify what to do with the attribute.

 

This is how you enable and configure your Image Analyzer Service.

 

To see how many analyses you have left in the current period

You can view the number of analyses you’ve done, and how many you can still do, in the current period.

Enter Image Analyzer Setup, and then choose the related link.

The Limit type, Limit value, and Analyzes performed provide the usage information.

 

To stop using the Image Analyzer extension

Enter Service Connections, and then choose Image Analyzer Setup.

Clear the Enable Image Analyzer check box.

 

I will come with more details as I proceed.

 

 

 

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NAV Development Preview – Modern Development Tools for Dynamics NAV

Dear friends, after writing blog on Modern Development Tools for Dynamics NAV few of my readers requested to compile all information related to this in single blog.

Here are the links related to these posts, not all are my but are useful and will help keep you updated on same.

Extensions 2.0

Configuring Visual Studio Code

Below are the helpful other links from Microsoft Dynamics NAV Team

How do I learn more?

Check out these docs:

Tools overview

Getting Started guide

Object overview and AL language changes

Modern Development Tools Updates

released from launch till Dec 2017

Modern Development Tools for Dynamics NAV

NAV Development Tools Preview – January Update

NAV Development Tools Preview – February Update

NAV Development Tools Preview – March Update

NAV Development Tools Preview – April Update

NAV Development Tools Preview – June Update

NAV Development Tools Preview – July Update

NAV Development Tools Preview – August Update

NAV Development Tools Preview – September Update

NAV Development Tools Preview – October Update

NAV Development Tools Preview – November Update

NAV Development Tools Preview – December Update

Hope you find this information useful in understanding and learning the new Modern Development Tool for Dynamics NAV 2018.

 

 

 

 

 

 

 

Extensions 2.0 – Dynamics Navision 2018

The issue with customizations is that they often introduce challenges when upgrading. It’s hard to upgrade a solution from one version to the next when changes have been made to the underlying solution. Extensions, and the new version – Extensions 2.0 – solves this problem.

Instead of defining customizations in the original source code, extensions are written alongside the solution source, where the integration with the source is handled with events. An extension can add new objects and extend existing objects that are present in the solution. The extension code is packaged in a file, which you can deploy to your solution. This allows us to upgrade the underlying solution and, as long as the events remain, the extension will behave in the same way from version to version.

To help you developing solutions for this new programming pattern, you can use the new developer tools to build, test, and deploy extensions.

 

In app designer

In the client, you can switch to the in app designer mode that provides a way for you change the look and feel of the client easily and quickly. In short, the in-client designer lets you define what elements (such as fields, groups) appear on a page and how they are arranged. The in-client designer also provides an interactive way to create extensions based on changes you make in the client. Some of the features include:

  • Adding a field from the source table to a page.
  • Moving a field to another place on a page.
  • Removing a field from a page.
  • Previewing your design in desktop, tablet, and phone clients.
  • Saving the changes for the tenant or saving as an extension package file in Visual Studio Code.
  • Changing the caption of a fields on the page.
  • Adding, moving, renaming, and removing an action.
  • Adding, moving, and removing page parts.
  • Adding new pages.

 

Personal and organizational design changes

As an end user, changes can be applied so that only the user who made the changes will see them. This enables users to personalize the pages for their role. Examples of personalization could include moving important fields to a more prominent position on the page, or renaming a date field so that it is clearer which field is the ship date versus the expected arrival date. Alternatively, as an administrator, changes can be made globally, so that everyone in the organization can see them.

Business consultants can also access the same tools to help customers make changes to their solution, resulting in improvements in productivity for all users. For example, they could add new actions to run custom reports, or introduce entirely new pages or page parts.

 

Working with the In App Designer

To turn on the In-App Designer, start the client as normal, and then simply choose the In-App designer icon in the ribbon on any page in the client.

 

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The Design mode bar appears at the top page, indicating that the in-client designer is active. You can now open any page, and start making changes.

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Choose More to display additional design options, such as adding a field, creating a new field, and changing the preview to another client type.

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To move a field, click and hold the handle in the field to drag and drop it from its current position to the new location, as indicated by the horizontal line.

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To remove a field, click the field’s handle, and then choose Remove.

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To add a field, choose the Field button, and then drag and drop a field from the list that appears to the desired location.

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To preview in another client type, simply choose one of the preview buttons.

When you are finished making changes, choose Stop Designing. You then have the option to save the changes to the tenant for all users, or to save the changes to a file that you can work on later in Visual Studio Code.

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You can see that Extension is deployed on your solution, check as below.

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Hope you will enjoy using this new feature of development.

Will come with more details as I proceed.

Configuring Visual Studio Code to Use Modern Development Environment with Dynamics NAV 2018

After installing Dynamics NAV 2018, I want to configure Visual Studio Code with Dynamics NAV to use new Development tool.

Before we start lets verify few things and update accordingly.

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You can download VS Code from here:-Click to download Visual Studio Code

Install and Launch the Visual Studio Code.

Now Click View -> Extensions.

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Click on … to open the extension menu.

Click on Install from VSIX

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You can find VSIX file on the installation medium path:

“ModernDev\program files\Microsoft Dynamics NAV\110\Modern Development Environment”

or in the

“C:\Program Files (x86)\Microsoft Dynamics NAV\110\Modern Development Environment”

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This will install AL Language Version 0.12.15355

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Once the Extension installation is complete, follow below steps

Press Alt+A, Alt+L to trigger the Go! Command

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Enter Project Name and Press Enter

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Choose “Your own server”

Once you select the “Your own server” you will see a code like below in the “launch.json” file.

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Update the information to look similar to below:-

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I have updated my ServerInstance as DynamicsNAV110 (you check your instance name if changed while installing server)

I have updated my Authentication as Windows (I am using Windows authentication update what yours use accordingly)

I have added Port as 8049 (please check and use accordingly you are using the port, if using default 7049 then this step not required)

Now save your File. And Press <CTRL + F5>.

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Enter your Credentials.

The server url and the web client url are assumed to be the same. That is not the case. The two settings we talked about above, the server url and the developer port number, are the only settings you need in the launch.json.

When VS Code publishes the extension to the NAV server, the NAV server returns the web client url as a response. This url is then opened in the browser. No setting needed in the launch.json at all.

The NAV server reads that setting from the Web Client Base Url server setting.

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Your Extension is published, you can verify as below:

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Now you are good to go with developing your Extensions using New Modern Development Tool using AL.

I hope this may have clarified your doubt on how VS Code and the NAV server work together!

I will come with more details as I proceed.

Microsoft Dynamics 365 – Overview

As we are aware of release of Dynamics 365 in November 2016.

Dynamics 365 for Financials is based on Project “Madeira” which was in public preview in the US and Canada since April 2016.

Dynamics 365 for Financials launched on November 1, 2016 in the United States and Canada, and intends to expand to additional countries in CY2017.

Dynamics 365 for Sales, Dynamics 365 for Marketing, and Dynamics 365 for Customer Service within the Business edition will also be optimized for SMB customers.

Microsoft Dynamics 365 for Financials, Business edition, has launched in the US and Canada! Microsoft Dynamics 365 for Financials is a business management solution that seamlessly connects people and processes.

It’s deeply integrated with Office 365 and includes built-in intelligence. With Microsoft Dynamics 365 for Financials, customers can easily connect their businesses; make better business decisions; and get started quickly, while easily managing growth. From day one, it makes ordering, selling, invoicing, and reporting easier and faster.

Dynamics 365 for Financials is only available as a SaaS offering from Microsoft.

Software as a service is a software licensing and delivery model in which software is licensed on a subscription basis and is centrally hosted. It is sometimes referred to as “on-demand software”. SaaS is typically accessed by users using a thin client via a web browser.

With intelligent business applications across CRM and ERP, Microsoft Dynamics 365 gives you choice.

Start with just what you need to run your business and delight your customers.

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Say start with Financials.

And then add apps as your needs change.

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In short evolve your business on your terms.

You can add more apps from AppSource as required for selected Products, Categories or Industries.

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Each application solves real problems and delivers real value. But combine them and you get the power and possibilities to transform your business.

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Dynamics 365 haves 2 Editions:

  • Enterprise
  • Business

Dynamics 365, Enterprise edition is optimized for organizations with 250+ employees.

Dynamics 365, Business edition is optimized for organizations with 10 – 250 employees.

 

Applications available in Business for:

Dynamics 365 for Financials is optimized to meet the needs of SMBs with roughly 10 – 250 employees.

These companies typically need more robust capabilities than the financial and accounting packages they started with, but are not yet ready to make a significant investment in highly customized ERP systems.

Dynamics 365 for Financials capabilities span financials management, reporting, fixed assets, supply chain and inventory management, contact/opportunity management, and project management. It also offers multi-company and multi-currency capabilities.

 

Applications available in Enterprise for:

  • Sales – Turn relationships into revenue with digital intelligence in each deal.
  • Customer Service – Earn customers for life with world-class customer service.
  • Field Service – Optimize your scheduling and use predictive tools to master the service call.
  • Project Service Automation – Create more profitable customer relationships using intelligent tools.
  • Operations – Make data-driven decisions for smarter, more efficient operations.

Other Applications:

  • Marketing – Deliver powerful customer experiences using Adobe Marketing Cloud.

 

Microsoft Dynamics 365 for Financials is an app in the Dynamics 365, Business edition. Additional apps within the Business edition (Dynamics 365 for Sales, Dynamics 365 for Marketing, and Dynamics 365 for Customer Service) are currently planned to be available in CY2017.

 

What is the difference between Microsoft Dynamics NAV and Microsoft Dynamics 365 for Financials?

Dynamics NAV is software, available via perpetual, subscription, and/ or SPLA licensing, that can be deployed on-premises or in the cloud and extended using Dynamics NAV Customizations or extensions.

Dynamics 365 for Financials is a new SaaS (cloud – only) service, available only via CSP, which can be extended via apps (validated extensions) in Microsoft AppSource.

Many of the capabilities available in Dynamics NAV will also be available in Dynamics 365 for Financials. However, they will be available in a way that is customer – ready out of the box, so these capabilities may surface differently in Financials than Dynamics NAV.

Microsoft Dynamics 365 for Financials is based on the Microsoft Dynamics NAV platform and several other Microsoft technologies.

It is not compulsory but for seamlessly experience Dynamics 365 for Financials from within Office 365, customers must have an Office 365 subscription that includes Exchange Online.

I will come up with more details in my up coming posts till then keep exploring and learning.

 

 

 

Microsoft Dynamics 365 for Financials

Areas covered and Features available in Dynamics 365 for Financials:

  • Bank & Payment Management
    • Bank Account Reconciliation
    • Check Writing
    • Electronic Payment
    • Reconciliation
  • Data Migrations
    • Lets you import your existing company data such as vendors, customers, and items from Excel or QuickBooks.
  • Financial Management
    • Account Payables
    • Account Receivables
    • Account Schedules
    • Budgets
    • Cash Flow Forecast
    • Deferrals
    • Fixed Assets
    • General Ledger
  • Inventory
    • Alternative Ship-To Addresses
    • Drop Shipments
    • Inventory
    • Item Substitutions
    • Non-stock Items
    • Returns and Cancellations
    • Shipping Agents
  • Office 365
    • Lets you manage business interactions with your customers and vendors, directly in Outlook.
  • Opportunity Management
    • Contact Management
    • Dynamics 365 Integration
    • Interaction/Document Management
    • Outlook Client Integration
  • Other Features
    • Change Log
    • Dimensions
    • Document Management, Capture & OCR
    • Multiple Currencies
    • Word Reporting
    • Workflow
  • Project Management
    • Basic Resources
    • Budgets/Estimates
    • Capacity Management
    • Jobs
  • Purchasing
    • Cross Reference
    • Purchase Invoice Discounts
    • Purchase Invoicing
    • Purchase Line Discounting
    • Purchase Order Management
    • Purchase Pricing
    • Salespeople/Purchasers
  • Sales
    • Pricing and Discounting
    • Sales Invoice Discounts
    • Sales Invoicing
    • Sales Order Management

Microsoft Dynamics 365 for Sales

Areas covered and Features available in Dynamics 365 for Sales:

  • Intelligence
    • Analyze with Power BI
    • Azure Machine Learning
    • Customer Insights
    • Data Export Service
    • Relevance Search
  • Mobile
    • Mobile Management Enhancements
    • Mobile Offline Data API
    • Mobile UI Enhancements
    • Mobile Authenticated Mashups
  • Social
    • No features released
  • Others
    • Dynamics 365 connector for Flow, Logic Apps, and Power Apps
    • Document suggestions
    • Dynamics 365 (online) administrator role in Office 365
    • Dynamics 365 App for Outlook
    • Exchange booking integration
    • Customer Insights
    • 3rd party S2S Inbound Authentication
    • Data Export Service
    • Editable grids
    • Modular business apps, app designer, and site map designer
    • Office 365 Groups
    • Partner portal
    • Portal service
    • Relationship Insights
    • Scheduling unification
    • Task-based experiences
    • Visual process designer

Microsoft Dynamics 365 for Customer Service

Areas covered and Features available in Dynamics 365 for Customer Service:

  • Intelligence
    • Analyze with Power BI
    • Azure Machine Learning
    • Customer Insights
    • Data Export Service
    • Relevance Search
  • Mobile
    • Mobile Management Enhancements
    • Mobile Offline Data API
    • Mobile Authenticated Mashups
  • Social
    • No features released
  • Others
    • 3rd party S2S Inbound Authentication
    • Business recommendations
    • Customer backup and restore
    • Document suggestions
    • Dynamics 365 (online) administrator role in Office 365
    • Dynamics 365 App for Outlook
    • Dynamics 365 connector for Flow, Logic Apps, and Power Apps
    • Editable grids
    • Exchange booking integration
    • Modular business apps, app designer, and site map designer
    • Office 365 Groups
    • Partner portal
    • Portal service
    • Relationship Insights
    • Scheduling unification
    • Task-based experiences
    • Visual process designer

Microsoft Dynamics 365 for Field Service

Areas covered and Features available in Dynamics 365 for Field Service:

  • Intelligence
    • Azure Machine Learning
    • Data Export Service
    • Relevance Search
  • Mobile
    • Mobile Management Enhancements
    • Mobile Offline Data API
  • Social
    • No features released
  • Others
    • 3rd party S2S Inbound Authentication
    • Connected Field Service
    • Customer backup and restore
    • Document suggestions
    • Dynamics 365 (online) administrator role in Office 365
    • Dynamics 365 connector for Flow, Logic Apps, and Power Apps
    • Editable grids
    • Field Service
    • Modular business apps, app designer, and site map designer
    • Office 365 Groups
    • Portal service
    • Resource scheduling optimization (Field Service)
    • Task-based experiences
    • Visual process designer

Microsoft Dynamics 365 for Project Service Automation

Areas covered and Features available in Dynamics 365 for Project Service Automation:

  • Intelligence
    • Azure Machine Learning
    • Data Export Service
    • Relevance Search
  • Mobile
    • Mobile Management Enhancements
    • Mobile Offline Data API
  • Social
    • No features released
  • Others
    • 3rd party S2S Inbound Authentication
    • Customer backup and restore
    • Document suggestions
    • Dynamics 365 (online) administrator role in Office 365
    • Dynamics 365 connector for Flow, Logic Apps, and Power Apps
    • Editable grids
    • Modular business apps, app designer, and site map designer
    • Office 365 Groups
    • Portal service
    • Project Service Automation
    • Task-based experiences
    • Visual process designer

 

Microsoft Dynamics 365 for Operations

Areas covered and Features available in Dynamics 365 for Operations:

  • Financial Management
    •             Accounts payable
    •             Accounts receivable
    •             Budgeting
    •             Cash and bank management
    •             Credit and collections
    •             Expense management
    •             Financial reporting
    •             Fixed assets
    •             General ledger
  • Globalization & Translation
    •             Country/region localizations & languages
    •             Dynamics Translation Service
    •             Localization configurations
  • Human Capital Management
    •             Enhanced analytics for Human Capital Management
    •             New termination rules
    •             New Workflows enabled in Human Resources
    •             Regulatory updates
    •             Talent management
    •             Transitioning employees and contractors
    •             US Payroll
  • Intelligence
    •             Compensation and benefits Power BI reports
    •             Competency and development reports
    •             Create Power BI reports with enumerated fields
    •             Customize application reports using extensions
    •             Human Resources Manager Power BI reports
    •             Personalized product recommendations powered by cognitive services and Microsoft Azure machine learning
    •             Project Management PowerBI reports
    •             Recruiting Power BI reports
    •             Training Power BI reports
  • Manufacturing
    •             Product variant enhancements
  • Mobile
    •             Mobile

 

  • Project Management Accounting
    •             Funding sources can be selected for fee journal lines
    •             Intercompany revenue and cost transactions
    •             Late selection option for invoice proposals in a batch
    •             Managing estimated costs, revenue, and item requirements
    •             Power BI content pack for Project management and accounting
    •             Project management and accounting improvements
    •             Project resourcing improvements
    •             Vendor prepayments in fixed-price project estimates
  • Retail Commerce
    •             Advanced warehousing in Retail store
    •             Analytics and intelligence
    •             e-Commerce & consumer shopping app
    •             Hybrid cloud – Retail Store
    •             Mobility and modern user experience
    •             Omni-channel
    •             Payments
    •             Retail store
  • Supply Chain Management
    •             Additional warehouse support in manufacturing
    •             Cost accounting
    •             Vendor collaboration
    •             Warehouse enhancements for high volume distribution centers
    •             Warehouse operation enhancements
  • Others
    •             Consignment Inventory
    •             Development and customization
    •             General
    •             Intercompany order processing: ATP and direct shipment
    •             Servicing environments
    •             Web client

The first look at the next generation of intelligent business applications in the cloud. Dynamics – 365

 

Today I had a chance to attend Dynamics 365 – first look presentation from Microsoft.

Below are the few takeaways from this session, sharing with you, will come up with more details later in my upcoming posts.

Microsoft Dynamics 365

Enable your organization to grow, adapt, and evolve to meet the needs of your customers with Dynamics 365 – the next generation of intelligent business applications.

 

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Use digital intelligence to reimagine what’s possible for your business.

Dynamics 365 unifies CRM and ERP capabilities into applications that work seamlessly together across sales, customer service, field service, operations, financials, marketing, and project service automation.

Start with what you need, add applications as your business grows.

Rethink what’s possible for your business when you:

  • Better engage customers
  • Empower employees
  • Optimize operations
  • Reinvent products and business models

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Product demo was also given, will share those details also in my upcoming posts. Till then keep exploring and learning.

All screenshots are taken from Microsoft presentation.

You can find more details and explore on below link: https://www.microsoft.com/en-us/dynamics/default.aspx

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New Changes or features for Application Users in Microsoft Dynamics NAV 2017

Although it is too early to discuss on features and capabilities which we are going to get in our new release, we should wait for exact information post release of same.

Here are few extracts from available documents pre-release of the product.

You will find most of the features similar to which we have discussed in our earlier posts for Madeira Preview Project.

 

Incoming documents

New modification to the list of incoming documents. Now it will have filtered view, a new field Processed is added, and now by default filter is applied to show only unprocessed incoming documents in the list.

However you can choose to still view all incoming documents in the list using the show Show All action.

When documents are posted, the processed flag is set to Yes, such that incoming documents that have been processed into posted documents are filtered out.

Capability is added to manually switch the Processed flag.

Now OCR supports for document extracting line details, when we send PDF or image files on incoming documents to Lexmark ICS, the 3rd-party provider of OCR services.

You can now create purchase invoices with multi-line details.

Now you can easily correct OCR errors before receiving the document and at the same time configure the service to avoid the known errors in future.

You can use the new Lexmark ICS online experience to visually train and validate the OCR processing of PDF and image files for incoming documents, such as vendor invoices.

From each incoming document record, you can now link directly to the online extracted document to validate the OCR result and train the service with your corrections.

A new Role Center Cue will give users capability to monitor incoming documents that await your OCR validation.

 

 

Inventory Items

Item attributes similar to one we saw in Madeira.

Capability to add attributes to your inventory items will make it easy for you to find the right product that your customer wants by filtering on attributes.

You can define your own attribute types, such as Base Material, Colour, Size, or other product dimensions, and attach to your items as a supplement to the built-in item attribute types and values.

When you access your items on documents or list, you can view and filter on the attribute values to limit the list of items.

By using Categorize items you can create a hierarchy of item categories and assign item attributes to each item category.

When you add items to a category, they will inherit the default attributes on the category.

This will ensures to have a common set of attributes on related items, will speed up the assignment of attributes to similar items, and allow filtering and navigating related items easily based on the category.

 

 

Smarter sales and purchase documents

Now you can cancel posted sales and purchase credit memos in the same way like you can do for posted sales and purchase invoices.

After performing this action you will find the credit memo is unapplied from the invoice and creates a new invoice that is applied to the credit memo.

This action will bring you to the earlier position where you created the credit memo. (Like Undo)

Package Tracking No. and Shipping Agent Code on sales invoices Posted sales invoices now show the package tracking number and the shipping agent code by default.

 

Account Categories in the Chart of Accounts

A new capability is added as account categories and sub categories.

Now you can group G/L Accounts to adjust your need for financial reporting.

For each G/L account, now you can specify the account category so that when ledger entries are posted to these accounts they are categorized as per your category.

For each account category, you can now choose from different sub-categories, even you can also create new sub-categories as per your need.

For example, for the G/L account category Expense, you can define as many sub-categories as you need so that you can differentiate between Expenses on different sources.

 

 

Payment reconciliation

The Payment Reconciliation journal now will show you total outstanding transactions and outstanding payments.

From there itself you can now look up the list of documents that have not been applied or used in the reconciliation process.

You can now also choose to include outstanding payments and outstanding transactions information in the Payment Reconciliation report.

 

Jobs

Project Manager Role Center

A new project manager field is added to the Job Card in order to give users clear sense of job ownership.

A new list My Jobs list is added on the Project Manager Role Center which will display jobs with the status of Order by default based on the new project manager field as discussed above.

If a person is assigned as the project manager to 5 jobs and those jobs have the On Order status, those 5 jobs will default on the My Jobs list on the Project Manager Role Center.

A new cue is added to the Project Manager Role Center to Create Job Sales Invoice, so now users will have quick access to this functionality.

On the Project Manager Role Center a new drop down list for Job Reports has been added to the Actions ribbon.

Job cost

A new fact box will be available to the right side of the Job Card to display the job’s cost information.

Now the term Contract is renamed as Billable throughout the Jobs module.

On the Job Card the Allow Schedule/Billable lines and Apply Usage Link options are marked by default for new jobs.

A new report called Job Quote is available so user can send a quote to a customer. This report is available as Word Template so it can be modified using Word and emailed to the contact on the job.

 

Fixed Assets

Now setting up fixed assets is simpler. A standard setup is provided, but allows you to modify it at anytime you want.

You can register fixed asset as cards with complete information, accounting details, and reporting classification.

You can also register purchases of fixed assets through special fixed asset G/L journals where you can also dispose of fixed assets. The right accounting entries are created automatically.

 

Simplified Setup for using Dynamics CRM from inside Dynamics NAV

As you are familiar Dynamics NAV includes opportunity management and basic customer relationship management.

You can easily set up a connection with Dynamics CRM to have more benefit from the strong capabilities that Dynamics CRM offers, such as marketing and customer service capabilities.

A new assisted setup guide to the Business Manager home page will be available that will guide you through the setup process. Once you are through with this setup, you’ll have a seamless coupling of Dynamics CRM records with Dynamics NAV records.

 

 

Simplified opportunity management and CRM functionality

You will find Dynamics NAV CRM module has been simplified and improved in a number of ways:

  1. At place of CRM wizard pages now you will have card pages, so that they can now also run in the Web client with improved user experience.
  2. Worksheet pages also been replaced by list pages so now you can also use the pages in browsers.
  3. The Contact card has been simplified by marking a number of controls as Additional, so that the page default looks simpler.
  4. Mail merge have been replaced with Word reporting. Also, new Word reporting capabilities added to generate email body content based on the related report and the selected report layout.
  5. A new Sales & Relationship Manager Role Center has been added

New wizard has been created that helps users set up email logging (default public folders, rules, and job queue setup).

 

Smart notifications give you advice and recommendations

Similar to one which we discussed in our earlier post for Madeira.

 

Extensions

Microsoft provides the following extensions:

  1. Envestnet Yodlee Bank Feeds
  2. PayPal Payments Standard
  3. QuickBooks Data Migration
  4. Sales and Inventory Forecast

Similar to Madeira few of them we have discussed in our earlier posts, rest will discuss in our upcoming posts.

 

Office 365

If your organization uses Office 365, Dynamics NAV 2017 includes an add-in so you can invoice your customers based on entries in your Outlook calendar.

From the Contacts List in Dynamics NAV, you can manually synchronize your Dynamics NAV contacts to Office 365 People.

The contacts from Office 365 will sync back to Dynamics NAV as well.

There is a filter that can be applied to the synchronization process so users will only need to sync the contacts they use most often. This same filter is used during the automatic background sync as well. This synchronization process also works with Microsoft Outlook on the desktop.

We will discuss in more details in our upcoming posts. This feature is too available in Madeira.

 

 

 

US financial reports

In the US version of Dynamics 2017, added new four financial reports to the Business Manager and Accountant Role Centers:

  1. Balance Sheet
  2. Income Statement
  3. Cash Flow Statement, and
  4. Retained Earnings Statement

These reports use G/L account categories and sub-categories discussed above to group financial data.

 

Source:- https://mbs.microsoft.com/Files/partner/NAV/Readiness_Training/ReadinessTrainingNews/WhatsNewDynamicsNAV2017LimitedBeta.pdf

I will come up with more details in my upcoming posts.

 

 

 

Microsoft Dynamics 365

As per Dynamics 365 Team: News published Aug 22 2016

Microsoft is on a mission to help every organisation and every individual achieve more.  To that end we’re seeking to reinvent personal productivity and business processes.  Microsoft Dynamics 365 is the next step on our journey. Announced in July 2016 – Dynamics 365 will become generally available later this year. We’re keen to help existing Dynamics customers understand more about our ambition and how Dynamics 365 fits into our plans for the Dynamics products and services you are already using.

See more details on : https://mbs.microsoft.com/customersource/northamerica/news-events/news-events/news/MicrosoftDynamics365

The Dynamics portfolio

Later this year Dynamics CRM and Dynamics AX will come together to create the Microsoft Dynamics 365 Enterprise edition.  The Business edition will be founded on “Project Madeira” which is currently in public preview.

Click to find out more about plans for particular product/service:

 

Microsoft Dynamics 365 editions:

Microsoft Dynamics 365 Dynamics 365 comprises a range of end-to-end, cloud based, intelligent business applications.  Dynamics 365 will be available in Business and Enterprise editions.

Microsoft Dynamics 365 Business edition Microsoft Dynamics 365 Enterprise edition

Financials

Sales *

Marketing *

*Available Q2 CY 2017

Operations

Sales

Marketing

Customer Service

Field Service

Project Service Automation

Includes embedded intelligence, PowerApps and Flow

Includes embedded intelligence, PowerApps and Flow

Additionaly Dynamics 365:

  • Uses a common data model, shared with Office 365, to simplify data management and integration across apps and business processes.
  • Offers tech savvy business customers/analysts, aka “citizen developers,” (using Power Apps, Power BI Embedded and Microsoft Flow) and professional developers (using Azure platform services) a consistent way in which to compose new apps and easily extend and modify existing ones.
  • Comes with connectors that let you integrate with applications and services from Microsoft and our partners – including custom API’s and on premise systems.

 

Dynamics365-1

 

Roadmap :

Dynamics365NAV-2

Dynamics365Madeira-3

Dynamics365CRM-4

Dynamics365CRM-5

Dynamics365AX-6

Dynamics365AX-7

Dynamics365GP-8

Dynamics365SL-9

All images are taken from Microsoft Site.

Information can change over the time, correct till posting of this post.

For accurate information please check on Microsoft customer source site in News & Events section, Links available above in post body.

 

 

 

Smart notifications new feature added in August updates – Madeira

Smart Notification feature added to Project “Madeira” which will help user to work smarter.

Notifications could be like for a customer who has an overdue balance, or the available inventory is lower than the quantity you are about to sell, etc.

These notifications are shown as a tips in the context of the task you are doing, and you can choose to ignore the notification or to see details about the issue.

If you choose to see details for a notification, you can take action to resolve the issue, such as contacting the customer, buying more inventory, and so on.

It depends what you wish to do, Project “Madeira” just gives you advice and recommendations.

You will see such notifications in different areas of Project “Madeira”, and it’s up to your choice you want to react on them or ignore them.

Let’s see how it works:

For example on Sales Invoice i enter Quantity greater than available quantity.

SmartNotification-1

Notification kicks in like the warning message. I can continue working or see details using link Details in the notification.

SmartNotification-2

It is kept in mind that the subtle notifications help untrained users complete unfamiliar tasks and do not reduce productivity for the more trained user.

Hope you will find this feature helpful.

I will come up with more information in my up coming posts.

Till then keep exploring and learning.

 

 

 

How to – Set Up a Colored Indicator on Cues in Madeira

You can customize to show color indicator of Cues that changes color based on the data values in the Cues.

The indicator appears as a colored bar along the top border of the Cue tile.

From the Cue Setup window, you set up indicators for all the Cues that are available.

You can specify up to two threshold values that define three ranges of data values (low, middle, and high).

To set up colored indicators on Cues

Under Activities on your Home page

CueSetup-1

Choose Set Up Cues.

CueSetup-2

The Cue Setup window appears. The window lists the indicators that are currently setup up on Cues.

CueSetup-3

To modify an indicator, edit the fields and modify, the values for the different thresholds.

The following table lists the colors that is displayed to the options of the Low Range Style, Middle Range Style, and High Range Style fields.

Option Color
None No color (same color as the Cue tile
Favorable Green
Unfavorable Red
Ambiguous Yellow
Subordinate Gray

I will come up with more informations in my up coming posts.

Till then keep exploring and learning.

 

 

Working with Item Attributes in Madeira

In Madeira you can assign item attribute values of different types to your items, which can then be used when searching for items.

Open your Item List/Card and in the right side of the window Factbox you see Item Attributes.

Today in this post we will see how to define, assign and use it for searching the items.

ItemAttribute-1

Either from the List Page or Card Page Select Attributes as shown in below screen shot.

From Home or Action Tab Ribbon.

ItemAttribute-2

It will show you all the Attributes and their Values assigned to the Item.

You can create New Attribute, Click on +New, a New Line will be inserted to Assign Attribute and its Value.

If you wish to create New Attribute for the Item from the Dropdown List click on +New.

ItemAttribute-3

Attribute definition window opens.

Define you New Attribute. Once Attribute is created you need to define available values for the same. In below Screen i have created New Attribute “TopMaterial”.

To define applicable values for this Attribute from Ribbon click on Item Attribute Values.

ItemAttribute-4

In Value window define all the applicable values and close the window.

ItemAttribute-5

You will be returned to the previous Page and you can see your Attribute and Value defined, just we created in our above steps. Click on OK to return to previous page.

ItemAttribute-6

Next we will Assign these Attribute and Values on the Item.

Select the Attribute and Value for the Item as shown in below screen.

After assigning click on OK to close the Page.

ItemAttribute-7

When you return to your Item Card or List Page you will see that your New assigned Attribute and its Value is displayed on Factbox.

ItemAttribute-8

Switch to your Item List Page.

From Ribbon click on Filter on Attribute a Filter window will open.

Select the Attribute and Value for filter that you want to assign.

Click on OK to apply the filter on the page.

ItemAttribute-9

Since we have asigned this Attribute and Value on one Item, It will be filtered and all Items satisfying the filter condition will be displayed.

ItemAttribute-10

The items in the Items window are filtered by the specified item attribute values.

Thats all for this post.

I will comeup with some more details in my upcoming posts.

Till then keep exploring and learning.

 

 

Working with Project “Madeira” Content Pack for Power BI

In today’s post we will see how to use Power BI Content Pack for Madeira.

The content pack is preconfigured to work with sales data and financial data from the demonstration company that you get when you sign up for the Project “Madeira” preview.

To see your Project “Madeira” data in Power BI, you must have the following:

  • Access to Project “Madeira”.
  • Access to Power BI.

Before we start with connecting we will collect few information that we will require while connecting the Power BI to fetch data from Madeira.

User Name

Web Service Acess Key

Note down both value, if you don’t have Web Service Access Key Generate one and set appropriate Expiration date or Set Never Expire as shown below.

PowerBi_Madeira-1

Next open the Web Service Page.

Make sure all selected Web Service is running as in below screen.

The data is extracted from your Project “Madeira” company using web services to read live data. In Project “Madeira”, the Web Services window lists the web services that have been set up for you, including the following that are consumed by the content pack in Power BI:

  • ItemSalesAndProfit
  • ItemSalesByCustomer
  • powerbifinance
  • SalesDashboard
  • SalesOpportunities
  • SalesOrdersBySalesPerson
  • TopCustomerOverview

Note: If you change the name of any of these web services, the data will not show up in Power BI.

Note your URL of OData. Edit it to follow the format one shown in below screen.

PowerBi_Madeira-2

Now we have all our required information.

Open Power BI site and Get Data from Services as shown in below screen.

PowerBi_Madeira-3

Select Project “Madeira” Content Pack and click on Get.

PowerBi_Madeira-4

Enter the URL of Web Service we get in above step.

PowerBi_Madeira-5

Select Next.

Select Authentication method as Basic.

In User Name enter your user name as obtained in above step.

For Password ented the Web Service Access Key as obtained in above step.

PowerBi_Madeira-6

Choose Sign In.

After few minutes/seconds churning you will be ready with your first Dashboard from Madeira.

PowerBi_Madeira-7

Troubleshooting

“Parameter validation failed, please make sure all parameters are valid”
If you see this error after you enter your Project “Madeira” URL, make sure the following requirements are satisfied:

“Login failed”
If you get a “login failed” error when you log in to the dashboard, using your Project “Madeira” credentials, then this can be caused by one of the following issues:

  • The account you are using does not have permissions to read the Project “Madeira” data from your account.

    Verify your user account in Project “Madeira”, and make sure that you have used the right web service access key as the password, and then try again.

  • The Project “Madeira” instance that you are trying to connect to does not have a valid SSL certificate. In this case you’ll see a more detailed error message (“unable to establish trusted SSL relationship”).

    Note: Self-signed certificates are not supported.

“Oops”
If you see an “Oops” error dialog after you pass the authentication dialog, this is most frequently caused by a problem connecting to the data for the content pack.

Thats all for today’s post.

I will comeup with more details in my upcomming posts.

Til then keep exploring and learning.

 

Project “Madeira” preview in Canada Released 

Project “Madeira” is a completely reinvented business management solution for small and midsize businesses. Project “Madeira” connects business processes with the productivity tools in Office 365 to help SMBs grow sales, manage finances and streamline operations. Project “Madeira” is public cloud service (Software as a Service) running on Microsoft Azure. Customers can access the service on the Web, or using apps for Windows, iOS or Android devices. 

The service is scheduled to become generallyavailable in the US and Canada in the second half of 2016, with other countries to follow. Project “Madeira” will be released as part ofMicrosoft Dynamics 365. The service is in public preview over the next several months as we collect feedback and fine-tune the user experience.

For full details see below post :-

https://madeira.microsoft.com/en-us/blog/madeira-preview-canada/

Insights from the Engineering Leaders behind Microsoft Dynamics 365 and Microsoft AppSource detailed information 

Microsoft Dynamics 365 is the next generation of business apps in the cloud. These apps bring together the full power of Microsoft across productivity, advanced analytics, Power BI and IoT, with the strength of Azure and a new application platform and common data model. As such, the new name reflects the significance of the offering and the coming together of the two worlds structured business processes and unstructured personal productivity so our business customers can achieve more.
Microsoft Dynamics 365 is a cloud service so it will not be available, as is, on premises or in private clouds.

Microsoft Dynamics 365 will bring together the best of our CRM and ERP cloud offerings into one cloud service with specific, purpose built, apps for each of your key business processes – like Finance, Sales, Customer Service, etc.

Dynamics 365 apps will also provide you with a modern and familiar experience with built in insights, intelligence and workflow. To ensure interoperability and extensibility they also use a common data model and consistent application platform.

To know more about Dynamics 365 see this link :-

https://community.dynamics.com/b/msftdynamicsblog/archive/2016/07/06/insights-from-the-engineering-leaders-behind-microsoft-dynamics-365-and-microsoft-appsource

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Important

Most of the contents you find in this blog will be either inherited from MSDN or Navision Developer IT Pro Help. Some places images are also directly taken from these sites. Purpose is simple to try those stuffs and re-produce adding few things as per my understanding to make easy understanding for others and quick reference.

Here nothing under my own brand or authorship of the content. At any point of time we are just promoting Microsoft stuffs nothing personnel with same.

Hope stuffs used here will not violate any copyright agreement with them. In case by mistake or in-intestinally it happens and the Microsoft feels these should not be used Microsoft have full right to inform me about same and will be glad to take down any such content which may be violating the norms.

Purpose is to promote Navision and share with community.

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