Madeira – ARKSD Consultancy Private Limited

Microsoft Dynamics 365

August 31, 2016 Ashwini Tripathi

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

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.

Roadmap :

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.

Alert, Development Tips, Dynamics 365, Functional Tips, How To, Information, Maderia, Tip & Tricks

Smart notifications new feature added in August updates – Madeira

August 31, 2016August 31, 2016 Ashwini Tripathi

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.

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

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.

Development Tips, Dynamics 365, Functional Tips, How To, Information, Maderia, Office 365, Tip & Tricks

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

August 31, 2016 Ashwini Tripathi

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

Choose Set Up Cues.

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

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.

Dynamics 365, Functional Tips, How To, Information, Maderia, Tip & Tricks, What's New

Working with Item Attributes in Madeira

July 30, 2016July 30, 2016 Ashwini Tripathi

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.

Development Tips, Dynamics 365, How To, Information, Maderia, Office Integration, Power Bi Content Pack, PowerBI.com, Tip & Tricks, Troubleshooting Tips, Web Services

Working with Project “Madeira” Content Pack for Power BI

July 26, 2016 Ashwini Tripathi

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:

The URL follows exactly this pattern:
https://mod291611.projectmadeira.com:7048/MS/OData/Company(‘CRONUS%20US’)
Delete any text after the company name in parenthesis
Make sure there are no trailing forward slash at the end of the URL.
Make sure that it is a secure connection as indicated by the URL starting with https.

“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.

Verify that the URL follows the pattern that was specified earlier:
https://mod291611.projectmadeira.com:7048/MS/OData/Company(‘CRONUS%20US’)
A common mistake is to specify the full URL for a specific web service:
https://mod291611.projectmadeira.com:7048/MS/OData/Company(‘CRONUS%20US’)/powerbifinance
Or you might have forgotten to specify the company name:
https://mod291611.projectmadeira.com:7048/MS/OData/

Thats all for today’s post.

I will comeup with more details in my upcomming posts.

Til then keep exploring and learning.

Functional Tips, How To, Information, Instalation & Configuration, Maderia, Tip & Tricks, What's New

How to Setup Online Bank Feeds in Madeira

July 21, 2016July 21, 2016 Ashwini Tripathi

You need to be sure : The default company, CRONUS, that launches when you first log in to Project “Madeira” does not have electronic bank feeds enabled. To tryout this feature you must switch to trial Company “My Company“.

In Project “Madeira” you can connect to most of the online banks and download electronic bank feeds for use in bank reconciliation, avoiding tedious, manual reconciliation, reducing errors, and ensuring that your data is refreshed on a frequent basis.

When you log into MyCompany for the first time, a Company Setup wizard will guide you through setting up the basic company information, including using a bank feed service.

Dont forget to select “Use Bank Feed Service” in Company Setup Page to enable this Service.

You can Manage Bank Accounts & Feeds from Bank Account List Page.

BankStatementService-1

If you enable “Use Bank Feed Service” in Company Setup Page, a new section displays in the ribbon as shown in above screenshot with actions so that you can create a new bank account in Project “Madeira” based on the online bank feed, link already existing bank accounts to online bank feeds, unlinking online bank account feeds, or set up automatic download of feeds on a regular schedule.

When you reconcile bank accounts, you can download bank feeds on demand, as well as process automatically downloaded feeds if you have set up already.

In the Payment Reconcilliation Journal, you can import bank statements based on your bank feeds, and Project “Maderia“ will automatically suggest how payments are applied to ledger entries. You can change the application before you post.

Alternatively, you can import bank statements to the Bank Account Reconcilliation window and reconcile the statements with your ledger entries there.

I will come up with more details in my upcoming posts, till then keep practicing and Learning.

Extension Package, Functional Tips, How To, Information, Instalation & Configuration, Maderia, Tip & Tricks, Updates

First update of Project “Madeira” is released – June 2016

June 6, 2016 Ashwini Tripathi

What does this update includes?

Filter on unprocessed incoming documents

The list of incoming documents is now filtered to show only entries that have not been used to create posted documents with.

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.

You can choose to view all incoming documents in the list if desired, using the show Show All action.

You can also manually switch the processing flag.

Office Suite notifications are now enabled in Project “Madeira”

In the top right corner, next to the Settings menu, you will notice the bell symbol that you probably already know well from other Office products: That’s the Notifications menu.

Here you will receive notifications such as new mail and calendar reminders directly while working in Project “Madeira”.

New extensions, such as Sana Commerce for Project “Madeira” and ChargeLogic Payments that provides payment and credit card processing capabilities.

In Project “Madeira”, the Extension Management window lists all available extensions. Some extensions are provided by Microsoft, and other extensions are provided by other companies.

With the first update of Project “Madeira”, extensions have been added by other providers, and Madeira refer to the websites that these companies provide for more information.

Sana Commerce is the integrated B2B e-commerce platform for Project “Madeira” that helps wholesale, distribution and manufacturing companies efficiently run their business, improve their customer service and ultimately generate more revenue through easy online order processing and a 24/7 online access of product information. See the Sana Commerce website.

With ChargeLogic Notify, you can automatically deliver customized, targeted emails directly from Project “Madeira” for invoices, orders, shipments, returns, and sales quotes. Clearly provide the exact information you want with the exact look you want to increase customer satisfaction, promote your brand, and drive business. Using a powerful template system and business rules, you’ll be able to create personalized content and custom designs in an email format and send them to all parties associated with a communication. See the ChargeLogic website. .

For further details checkout Link and this Link.

Development Tips, Functional Tips, How To, Maderia, Tip & Tricks

Setup Send Documents by Email in Madeira

May 29, 2016 Ashwini Tripathi

To enable emails from within Project “Madeira”, start the Set Up Email assisted setup on the Home page. We have already seen this in our previous post, you can find it here.

To offer your customers to pay for sales electronically using a payment service, such as PayPal, you can also have the PayPal information and hyperlink inserted in the email body. We have already covered this in our previous post, you can find it here.

From all supported documents, you initiate emailing by choosing the Send action, on posted documents, or the Post and Send action, on non-posted documents.

Let us Setup document-specific email body for sales invoices.

From the search page find Report Selections Sales:

Fill the Value as shown in below screen in same sequence.

If you want to offer customers to pay for sales electronically, you can set up the related payment service, such as PayPal, and then have the PayPal information and hyperlink inserted in the email body as well. We have already covered this in our previous post, you can find it here.

Will come up with more details & feature explaination in my upcomming posts.

Development Tips, Functional Tips, How To, Maderia, Tip & Tricks

How do I process Sales Return? – In Maderia

May 29, 2016 Ashwini Tripathi

We have seen in our previous post the feature where if a posted sales invoice has not yet been paid, then you can use the Correct or Cancel functions on the posted sales invoice to automatically reverse the involved transactions.

There could be the situation where customer wants partial refund or return of sales.

You can create the Credit Memo from the Posted Sales Invoice, which will create the Credit Memo for you and leave to you to modify and post the credit memo.

Most fields on the sales credit memo header are filled with the information from the posted sales invoice. You can edit all the fields, with new information that reflects the return agreement.

You can apply the Customer Entries via selecting the line with the posted sales document that you want to apply the sales credit memo to.

The posted sales documents that you applied the credit memo to are now reversed, and a refund payment can be created for the customer.

The sales credit memo is removed and replaced with a new document in the list of posted sales credit memos.

Let us see how we can achieve this in Madeira.

Select the Sales Invoice and open it for action.

Select Create Corrective Credit Memo.

Perform the required correction and choose Apply Entries.

Select the document to which you want this Credit Memo to be adjusted.

Once Application is done, Post the Credit Memo.

Respond to Yes to post the Credit Memo.

Respond to Yes to Open the posted Credit Memo.

This is the posted Credit Memo for the Invoice.

Let us check the Ledger for this Customer:

Here you can see the net effect of the Credit Memo on Invoice.

Thats all for this post will come up with more features and details in my upcomming posts.

Development Tips, Functional Tips, How To, Maderia, Tip & Tricks

Correct or Cancel Unpaid Sales Invoices – in Madeira

May 28, 2016 Ashwini Tripathi

Sometimes Invoices are posted in mistake or customer demands changes in invoice after posting.

Once the payment is initiated, partially or fully paid correction or cancellation is not allowed from Posted Sales Invoice itself. In such case you need to follow traditional way of doing so by passing Sales Credit Memo to Cancel the Sale and reimburse to customer manually.

What happens when you select Correct Action?

The Posted Invoice for which you say correct that invoice gets cancelled and new Sales Invoice with same information is created.

Naturally to maintain the integrity of data new Sales Invoice is created with new Document No.

A Sales Credit Memo for previous Invoice is created to void the effect of initial posted Sales Invoice.

The Canceled and Paid is marked on initial posted Sales Invoice document.

What happens when you select Cancel Action?

The Posted Invoice for which you say correct that invoice gets cancelled.

A Sales Credit Memo for previous Invoice is created to void the effect of initial posted Sales Invoice.

The Canceled and Paid is marked on initial posted Sales Invoice document.

Important Points:-

If the Canceled check box is selected, then you cannot correct or cancel the posted sales invoice because it has already been corrected or canceled.

Once the payment is initiated, partially or fully paid correction or cancellation is not allowed from Posted Sales Invoice itself.

Let us see how it works in Madeira:-