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A one stop shop where the Microsoft Dynamics ecosystem can learn, share, connect and network with others within the Community. Peer to Peer discussions , product demonstrations, blogs & videos.

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    It’s no secret Microsoft has invested billions in research and development on cloud computing and applications – all part of its cloud-first strategy. Dynamics 365, Office 365 and Azure are ubiquitous across Microsoft’s messaging.

    Until recently, however, there was little talk of augmenting on-premise solutions with the power of the cloud. This was especially troubling for Dynamics GP users, who feel deep loyalty to the product, because let’s face it, GP is one of the most powerful, proven accounting solutions available.

    Luckily, recent announcements have shown that Microsoft is still committed to on-premise solutions and investment in products like GP isn’t going anywhere anytime soon. At the recent Directions North America conference in San Diego, Microsoft shared details about its latest release that allows users of on-premise Dynamics solutions to take advantage of cloud-based applications: Intelligent Edge and Intelligent Cloud.

    This announcement coincides with the release of Dynamics 365 Business Central on-premise and Dynamics GP 2018 R2, and they are the first Dynamics applications that will be compatible with Intelligent Edge and Intelligent Cloud.

    Want to review your Dynamics GP upgrade path? Register for a free fit-gap assessment with Turnkey »

    What are Intelligent Edge and Intelligent Cloud?

    Intelligent Edge allows on-premise Dynamics solutions to synchronize and replicate their data with the Intelligent Cloud, which is actually an instance of Dynamics 365 Business Central hosted in Azure. When users connect their data to the Intelligent Cloud, they gain access to applications such as Power BI, Microsoft Flow, PowerApps and machine learning capabilities that help them make business decisions with deep insights and actionable recommendations powered by Azure’s common data model.

    Why should I connect my GP data to Business Central with these tools?

    By connecting GP to Business Central, you gain pre-built, easily accessible indicators of business performance that are only available in the cloud. For example, the Intelligent Cloud Insights dashboard displays KPIs such as cash available, sales profitability, net income and inventory value based on data pulled from GP. Meanwhile, GP data pulled into Power BI lets you see information like a chart of accounts analysis, customer sales dashboards, general ledger reports and more. You can drill down into all of this data for more detail.

    Beyond access to cloud applications, Intelligent Cloud also lets you access the GP data you connect to Business Central from mobile devices anytime, anywhere, thanks to the Dynamics 365 platform’s mobile capabilities. So not only do you gain deeper insights and better decision making enabled by the cloud, you can also take advantage of these features in the field.

    I’m interested in Intelligent Edge for Dynamics GP. What should I do next?

    Turnkey Technologies is closely monitoring information on Intelligent Edge and Intelligent Cloud and will provide services for connecting on-premise Dynamics GP data to Business Central in the cloud. To that end, we are offering a Dynamics 365 Business Central Fit/Gap Analysis to Dynamics GP Users. During this 2-4 hour discovery session, your team can meet us to discuss your specific goals and requirements, and enable you to further evaluate ways to augment Dynamics GP.

    Click here for more information on the ERP fit-gap.

     

    To reach us directly, contact us here or call 888-876-5393.

    Frequently Asked Questions about Connecting to the Intelligent Cloud

     

    By Turnkey Technologies, Inc. - Gold Microsoft Dynamics Partner based in St. Louis, Missouri.


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    In my last post in the series on all the different places to look for Dynamics 365 Portals code, I will discuss our best practices. Many of these may seem like no-brainer standard software development...(read more)

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    With the world of Business Central well and truly in motion, the diverse number of apps from a range of different companies can be overwhelming. After just the first few weeks, over 100 apps for Dynamics...(read more)

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    Microsoft presented today at D365UG summit on some of the new UI, Financials, and Production features available.

    Presenters: Jason Green, Mike Faulkner, Philippe Jacobsen

    PowerPoint (Login Required)

    Check the Release notes for the specific estimated release date of these features. Some may be released in early 2019 or beyond.

    Web Client

    I covered some of the enhancements to the web client released in Platform 20 in a previous post.

    What’s Coming

    Collapsible navigation in menus will simplify finding a menu item.

    Picture2

    New options will be available for saved views on forms, which allows for multiple personalizations on a form.

    Picture3.png

    New grid capabilities will include:

    • Improved scrolling – more data will be held client side so the scroll is more accurate and not paginated
    • Filter/sort on any column including “display fields”
    • Excel-style column filtering – pick filters from list
    • Grand totals on grids
    • Grouping and subtotaling on grids
    • Cross-column search
    • Remove 10,000 record Download to Excel limit – not infinite, probably 1 million records

    Picture4

    Finance

    I’ll be doing an upcoming live AXUG webinar on October 31st called “What’s New in the D365 for Finance and Operations Fall 2018 Release (8.1, Platform 20)” that will cover many of the new features discussed during the session and will include live demos.

    Revenue Recognition

    The Revenue Recognition features are used when billing is done at a summary Sales Order level, but the Revenue needs to be split out. New capabilities will be added to allow for this split.

    Enterprise Credit Management

    Ability to put orders on hold and have global credit limits.

    Supply Chain

    All kinds of Performance improvements.


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  • 10/16/18--21:31: GPUG Summit 2018 – Day 1
  • Today was day 1 of GPUG Summit in Phoenix. Not much happened today… LOL… ya right!

    This year is the first year where there was content for the Power Platform (Microsoft Flow, PowerApps and Power BI). Today I took full advantage of that as it is predominantly new content for me and a chance to learn new things that aren’t necessarily Dynamics GP related. As I do with other events, I’ll go through what my day looked like.

    Session 1 – “Git” Committed with Git

    This was the only Dynamics GP session I attended although it had nothing to do with GP itself. Jonathan Cox was the presenter and he did a good job of walking through his experiences with Git and GitHub for source control.

    I’m interested in it because I want to get some of our SSRS reports into some source control, and be able to track changes I’ve made, versioning etc. on some relatively simple level. Saving versions of files in Windows Explorer doesn’t quite cut it as version control!

    GPUG Medics “Duty”

    The session times of the GPUG side and the PowerUG side didn’t align, and that gave me a 45 minute window where I could volunteer at the GPUG Medic’s desk. Microsoft staff are there all day + there are a couple or more volunteers from the community like myself who sign up to help users with their questions. “Free Support” is how we like to bill this one. A user came over right away and kept us busy with a bunch of questions. She did exactly what I recommend to others: she asked her users what issues they had, and brought emails, screenshots and details of the issues so we could attempt to help with what we could while we were there. They love it, we love it. Win-Win!

    Session 2 – Promoting & Governing Power BI

    This was the first of my day’s sessions on the PowerUG side of things. The presenter was fellow Canadian MVP Luc Labelle and it was a great session. I arrived a touch late, not factoring in properly the length of time to get from one end of the convention center to the other! All of the GP sessions are in the West building and the Power UG sessions are in the North building.

    Sitting through this session, thinking about wanting to pilot a Power BI rollout at work, it made me realize there was so much more to consider and plan out that I first thought. That’s a good thing I guess, and the point of attending a conference like this.

    Session 3 – Data Modelling

    The next session was presented by another fellow Canadian and fellow CPA-CGA, Chris Sorensen. I loved this one as this is an area I really want to dig into further at work myself. It was a ton of tips and tricks around how to create better data models to allow your users to easily create reports on their own with properly curated data sets. In my world, we are doing a lot of job cost reporting and there are so many different areas you could slice and dice on, it’s really important to build good data sets and data models to make more future reports possible. Getting the underlying data set right will go a long way to make more reporting options come true.

    Session 4 – Power BI Admin & Governance

    This was a killer session! It was billed as a deep dive and instead of it being a 1 hour session like most, it was 2.25 hours! The original content it was based on was called “Admin in a Day” and they were attempting to cram it into 2.25 hours. LOL.

    The presenters were Kay Unroth from Microsoft and Phillip Guglielmi from Velosio. The content was great and the format was a mix of slides and demo with some Power BI Premium demo tenants available to us to try the features they were demo’ing, if we chose to try to follow along.

    Similar to my impressions of Session 2 with Luc Labelle, this gave me even more detail on all of the things to think about before deploying Power BI too far in the organization. There are certainly a ton of things to consider and configure in your Tenant Settings such as what sharing is allowed, what export options are allowed, and so on.

    I ended up leaving early because the GPUG General Session was starting right at the end time of this session (did I say the timing of the two UGs didn’t align well?). At the time I left they were barely past halfway through their content and I only left with 10 minutes to spare. I can’t imagine what they got through afterwards! I’ll look forward to the slide deck and hopefully they have notes in the slides I can get more details from! I should have grabbed a 2nd set of demo credentials to log into the tenant later (if it still worked) – part of the login process had us change the password and I didn’t write it down! Doh.

    GPUG General Session

    The last session of the day was the general session for GPUG. All of the UG’s appeared to spread out their “general” session throughout the day as they all likely needed the big ballroom to fit in all of their attendees. The general sessions are typically similar between the UGs with news and information about the product, and awards presentations for the UG All-Stars.

    The GPUG session started off with a great group of GP partners presenting their favourite 2-3 items in Dynamics GP 2018 R2, which was just released earlier in October. It reminded me of last year in Nashville when I got the opportunity to be on the big stage myself doing the same thing. It was a lot of fun!

    The partners involved this time were:

    Next Rod O’Connor and Jen Ranz were on stage showing off the Intelligent Cloud piece of GP 2018 R2, the newest of the new features.

    Amber Bell was on stage next talking about credentialing and the work we’re doing on the Dynamics Pro side with exam development. (I say “we” because I recently re-joined the organization as a member of the credentialing council overseeing both NAV and GP exam development).

    Next was the awards portion of the session. The gemstone award winners were recognized on Sunday night at a volunteer awards evening. Little did I know that I won a Ruby award. I don’t have it yet, since I wasn’t here on Sunday and I didn’t know I had received it until I saw my name on the slide! Go figure… I’ll find out more about this award once I get the details! There are 3 levels of awards for customers, 1 for partners based on community contributions over a 1 year period. The Ruby award is the “middle” of the awards for the customer side.

    Lastly the GPUG All-Stars were announced and hey, *I* won! I was one of the 3 All-Stars awarded today and it was awesome. Mariano Gomez and Bryan Robertson were the other 2. I will post a separate blog about it once I get some photos of the presentation.

    Here’s a pic of the award itself, cool eh? I’m quite honoured as this is an award voted on by the community itself, and is a lifetime honour, which differs compared to the Microsoft MVP award which is decided upon by product teams at Microsoft only and is only for a 1 year period.

    That’s it for my night. I ended up back at my hotel, tired from a long day and hung out in the lobby restaurant writing this post, watching the MLB playoffs and unwinding!


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    With the launch of Microsoft Dynamics 365 Business Central we regularly get questions on providing some clarity on object ranges, which range was can be implemented where and are there costs involved when...(read more)

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  • 10/17/18--00:35: Vertical splitter in AX 2012
  • Vertical splitter is basically a separator which will be aligned vertically on form and it is used for separation of two sections on the form. User can stretch or expand the section by dragging the splitter...(read more)

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    With so much happening in the Dynamics 365 world attending user groups has never been so important. Why not join us in Birmingham to see how meeting likeminded people can enhance your CRM journey. ...(read more)

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    Microsoft Dynamics 365 CRM at Ledgeview

    Microsoft Dynamics Users and Admins won’t want to miss this upcoming User Group Webinar from Ledgeview Partners: “What’s New in the October Release Part II”.

    If you are interested in taking a deeper focus on Dynamics, this session will help you dive in with confidence and comfort, knowing you have the tools, ability, and partner to help you stay ahead of the curve as to not fall behind.

    Whenever a new release comes about, it’s a great reminder to keep up with Dynamics upgrades as well.

    There’s a lot to learn about the October Release, but we don’t want to spoil the webinar.

    To get the full scope, you’ll have to attend live or catch up on-demand.

    Register below.

    Register for the webinar

    Webinar: Microsoft Dynamics 365/CRM User Group — What’s New in the October Release Part II
    Date: Wed. Oct. 24, 2018
    Time: 11:00 – 11:30 a.m. CT

    In addition to talking about What’s New in the October Release, we’ll try to squeeze in time to discuss our experience and key takeaways from this year’s #UserGroupSummit!

    Ledgeview hosted six exciting educational sessions throughout the summit this year and had the chance to speak to some incredible experts and users.

    It’s a great time to more thoroughly invest in CRM! In fact, is there ever a wrong time to more thoroughly invest? We don’t think so.


    Catch up and learn more about Ledgeview’s Microsoft Dynamics user groups here.


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    Ledgeview Partners CRM InsideView vs LinkedIn Sales Navigator

    Ledgeview Partners recently sat down with InsideView, Inc. to get an inside look at how InsideView and LinkedIn Sales Navigator compare and work for salespeople in Microsoft Dynamics 365/CRM.

    SPOILER ALERT: The insight and information shared within InsideView’s Aug. 28, 2018 presentation was beyond expectation, so we asked them back for more this October to deliver another version!

    Between the two, a lot of insight and information was uncovered, which we explore in this blog post.

    If you’ve yet to explore the capabilities that InsideView and LinkedIn Sales Navigator can offer your organization, you’re in for a treat.

    In this post, we break down the key teachings so you can understand how to optimize your CRM to become smarter sellers in the digital world with InsideView and/or LinkedIn Sales Navigator.

    As a Microsoft Dynamics 365/CRM user, you will easily see the vast potential that they both offer.


    Ledgeview Partners Microsoft DynamicsMicrosoft Dynamics 365/CRM Availability

    InsideView is included with most Microsoft Dynamics Online licenses in the U.S. and Canada, including:

    • Dynamics CRM Online Enterprise
    • Dynamics 365 Customer Engagement
    • Dynamics 365 for Relationship Sales
    • Dynamics 365 for Customer Service
    • Dynamics 365 for Field Service
    • Dynamics 365 for Project Service Automation

    InsideView can be purchased separately for Microsoft Dynamics CRM on-premise, or for online systems outside of the U.S. and Canada.

    Whereas, LinkedIn Sales Navigator is part of the Microsoft Dynamics Relationship Sales licenses and can be purchased separately for on-premise users, but not integrated with CRM.


    About InsideView vs. LinkedIn Sales Navigator

    InsideView is classified as an account research tool that focuses on getting data on companies that have over 5 employees, and data on individuals who are considered “management’ or “leadership” within their organizations.

    As far as integration is concerned, InsideView offers a one-way sync to CRM, and the information you will find in InsideView comes from 40,000 top resources on the Web, including publications like “The Wallstreet Journal”, “The New York Times”, P.R. newswires, and more.

    Oppositely, LinkedIn Sales Navigator is classified as a networking community. It retrieves data from all companies and all of the people in its network.

    You can only view LinkedIn Sales Navigator in CRM, and all of the information you will see that is pulled from LinkedIn Sales Navigator is user-generated, as opposed to having information generated from the top news sources mentioned above.


    Data

    Data can be classified and broken down further between InsideView and LinkedIn Sales Navigator.

    First of all, users outside of LinkedIn will have their information pulled into InsideView. Companies across the Web and outside of LinkedIn are included in the data. More than 7 million companies are accounted for.

    Whereas, with LinkedIn Sales Navigator, users must have a LinkedIn profile to show up in their data. More than 4.5 million companies are accounted for.

    InsideView has deep firmographics, whereas LinkedIn Sales Navigator has basic firmographics.

    For those who are unaware, firmographics are “descriptive attributes of firms that can be used to aggregate individual firms into meaningful market segments”.

    Social feeds pulled into InsideView range from Twitter to Facebook to Blogs, whereas LinkedIn Sales Navigator only accounts for LinkedIn content.

    Financial assessments of public companies only are available in InsideView, and a family tree is also displayed. LinkedIn Sales Navigator has none of these features.

    The more specific information you see in InsideView provides better information to better your sales process, such as a top concern among salespeople using Microsoft Dynamics 365/CRM today: changes in leadership.

    InsideView has a patented algorithm that sorts, analyzes, and documents this information.


    LinkedIn

    Firmographics

    Fields accounted for in InsideView include:

    • Logo & name
    • Ownership
    • Ticker symbol
    • SIC code
    • Revenue
    • Number of employees
    • HQ phone & fax
    • Website
    • Address
    • Description

    Fields accounted for in LinkedIn Sales Navigator include:

    • Ownership
    • Ticker symbol
    • Specialties
    • Number of employees – range
    • Website
    • Address
    • Description

    Company News

    InsideView’s database pulls types of news from 18 different business agents that are categorized for the salesperson.

    Custom agents are defined by the user and team, and emailed news includes both detailed and multiple.

    In CRM, you will see accounts, contacts, leads, opportunities, and dashboards with InsideView.

    As far as company news goes, InsideView pulls information and updates from top news sites (as mentioned above) and P.R. newswires, even blog posts.

    LinkedIn Sales Navigator does not categorize their information or include custom agents.

    News widgets can be shown anywhere with LinkedIn Sales Navigator (LSN) and news sources are strictly pulled from LinkedIn posts.

    Emailed news includes both summary and multiple.

    LinkedIn Sales Navigator is available at the professional, team, and enterprise levels. The higher your subscription, the more information is available to you.

    You can learn more about what edition is right for your company here.


    Interacting with Contacts

    InsideView includes LinkedIn profiles, then extends beyond it to include people without a LinkedIn history, so the contacts you have with InsideView potentially offer a more expansive range than LinkedIn Sales Navigator, which only includes people with a LinkedIn history.

    With InsideView, you will get information on C-Level executives, and see reports on job changes that are news-driven or crowdsourced.

    Job changes recorded on LinkedIn Sales Navigator are dependent upon the user updating his/her profile, so the results may not be as up-to-date as these news sources in InsideView.

    Social contributors are the primary type of contact you will gain with LinkedIn Sales Navigator.

    When it comes to interacting with contacts, with InsideView, you can reach and see their social media activity on Facebook and Twitter as well as LinkedIn, whereas, with LinkedIn Sales Navigator, it is constrained to LinkedIn.

    Ledgeview Partners CRM Consulting

    LinkedIn Sales Navigator requires a two-way sync for contacts with CRM including notes, messages, and InMails, offering 50/mo. for the enterprise-level edition.

    LinkedIn Sales Navigator also shows the geo-location of your contacts, whereas InsideView currently does not, though they affirm it is coming soon.

    InsideView pulls contact information with a one-way update into CRM. Emails, phone numbers, and Twitter handles are also pulled and recorded.


    What’s right for me, as a salesperson, and my organization?

    That’s a great question, and it is completely conditional to the needs of your sales team and organization.

    While there are benefits to both, some may be more evident on one side or the other for your place of business.

    The team at InsideView has broken down some of the biggest differences between the two platforms into the following identifications:

    • InsideView has small box visibility in CRM, whereas with LinkedIn Sales Navigator (LSN), widgets can be anywhere
    • InsideView navigation happens entirely in CRM, whereas LinkedIn Sales Navigator happens in an iframe in CRM, then in a browser
    • For syncing, Inside View lets users download accounts and contacts, and LinkedIn Sales Navigator lets users download notes, InMails, messages, and tracking/saving
    • InsideView offers deep account information as far as data is concerned, whereas LinkedIn accounts for overall people
    • Connections in InsideView can happen within 6-degrees of separation, but connections in LinkedIn must be 1st–3rd-degree connections
    • LinkedIn Sales Navigator has no access to support or training, but InsideView has direct access to humans
    • InsideView is included with online licenses in CRM, but, with LinkedIn Sales Navigator, there is an additional cost

    A huge thank you to our friend at InsideView, Michelle Horn, for this amazing presentation. If you’ve yet to watch it, you can replay it here on-demand.

    To learn more about InsideView, visit InsideView.com.

    To learn more about LinkedIn Sales Navigator, visit Business.LinkedIn.com/Sales-Solutions.

    If you need support or training using these within your CRM system, Ledgeview is here to help. Contact us for CRM Consulting Services here.

    Ledgeview Partners Microsoft Dynamics 365/CRM Consulting Services

    Resources:


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    Microsoft Dynamics 365 for Talent helps companies managing talent and HR experiences across the entire talent journey with the three modules HR Core, Onboarding and Attract. The system helps the Candidate...(read more)

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    In this post I will talk about sending a file to a temporary blob storage. A little warning before I get into it.

    This is using the Microsoft’s blob storage that is provisioned for us. I haven’t given it a lot of thought on how it would behave in production. Take it at your own risk.

    Lets start by looking back on a couple of posts last month on printing a report to a byte array.

    http://dynamicsnavax.blogspot.com/2018/09/print-report-as-byte-array-via-x-in.html

    http://dynamicsnavax.blogspot.com/2018/09/alternate-way-to-print-report-as-byte.html

    You can use those sample pieces of code to get a report as a stream and send it to the below code.

    if (stream)
    {
    str fileName = 'myfile';
    str contentType = 'application/pdf';
    str fileExtension = SRSPrintDestinationSettings::findFileNameType(SRSReportFileFormat::PDF, SRSImageFileFormat::BMP);

    FileUploadTemporaryStorageStrategy fileUploadStrategy = new FileUploadTemporaryStorageStrategy();
    FileUploadTemporaryStorageResult fileUploadResult = fileUploadStrategy.uploadFile(stream, fileName + fileExtension, contentType , fileExtension);

    if (fileUploadResult == null || !fileUploadResult.getUploadStatus())
    {
    warning("@ApplicationPlatform:FileUploadFailed");
    }
    else
    {
    downloadUrl = fileUploadResult.getDownloadUrl();
    if (downloadUrl == "")
    {
    throw Exception::Error;
    }
    }
    }

    A download URL will be generated for you. The URL is going to be public and with an expiration (15 minutes I believe).

    Below is an error if you try to access it after the expiration period.

    image


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    Hello AX World, As a person and professional developer hit by dozens of information every day, I make TODO comments. So I don't forget things, or do I? Recently , after 6 months of hardcore development...(read more)

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    We might get this error while trying to access a ReadWrite variable within Script Component outside Post Execute. Here we were using it within ProcessInputRow method As per the official documentation –...(read more)

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    Overview I am always learning about the Power Platform, Dynamics 365 and the crossover they have with the Common Data Service (CDS). Whenever I think I have a good handle on it, I realise that I don...(read more)

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    Microsoft Dynamics GPMicrosoft Dynamics GP 2018 R2 was released on the 2nd October. In this series of posts, I’ll be going hands on and installing the majority of the components; some of them, such as Analysis Cubes for Excel, which are little used, I won’t be covering.

    The series index will automatically update as posts go-live in this series.

    Over the next few posts I’m going to install, verify and run the web client. In this series of posts, I am doing a single-machine deployment; this is whre all components are installed on the same machine; the other type of common deployment, is a scale-out deployment where there is a separate web server to client machines.

    Back when the web client was introduced, I did a series on a scale-out deployment and a while later wrote a book on it. These posts are still largely applicable to the current version.

    The prerequisites for the 2018 R2 web client are the same as 2018 RTM, so I’m linking back to the series I did in December 2017; following that series on the web client prerequisites before progressing in this series.

    Click to show/hide the Hands On with Microsoft Dynamics GP 2018 R2 Series Index

    Read original post Hands On with Microsoft Dynamics GP 2018 R2: Web Client Prerequisites at azurecurve|Ramblings of a Dynamics GP Consultant


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    In the Sales Order Processing Item Inquiry, you can now select a range of sales documents by Document Date in the Items: drop down list to be filter items sold within a date range. In addition, a new Sort...(read more)

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    Thank you for your continued loyalty and support as a FieldOne customer as Microsoft transitioned the capabilities of the legacy FieldOne product into Dynamics 365 for Field Service. As part of this transition, Microsoft made significant investments in new features, as well as updating compliance and security functionality to the Dynamics 365 for Field Service application.

    Support for legacy FieldOne ended on April 1, 2018, which includes security hotfixes. Future updates to Dynamics 365 will no longer benefit FieldOne, which could cause the latter to malfunction. We recommend you upgrade to Field Service no later than February 28, 2019, to maintain optimal business operations.

    In order to gain access to the most current functionality, you need to move from the legacy FieldOne software you are using to Dynamics 365 for Field Service.We are excited about how Dynamics 365 for Field Service and the other applications within the Dynamics 365 product suite help you transform your business.

     

    Detailed information about the transition

    Customer environment:  Dynamics 365 for Customer Engagement (online) + FieldOne software  Or Dynamics 365 for Customer Engagement (on-premises) + FieldOne software

    What to expect: Support for legacy FieldOne software has ended. In order to access new features, upgraded compliance and security functionality, as well as on-going updates, you will need to migrate to Dynamics 365 for Field Service.

    Additional resources and details

     

    Kyle Young

    PRINCIPAL PM MANAGER, Business Applications Engineering

     


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    A very interesting blog post from Kurt Juvyns about object ranges: I wanted to provide some clarity on how you want to think about object ranges in Dynamics NAV and Microsoft Dynamics 365 Business Central. Which object ranges are used for what, which ...read more


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    Microsoft Dynamics AX is an ERP system suitable for midsize to large enterprises. The solution is particularly suitable for manufacturing and distribution industries. The ERP can be installed both on-premises or can be hosted on the cloud. Microsoft Dynamics AX is also known for core accounting. It offers functionalities for warehouse and transportation management along with inventory control etc.

    Most of the global companies adopt because of its ability to support multi-language and multi-currency functionality. The repetitive orders, make-to-order/stock kind of B2B complex strategies are easily implemented in AX. The automobile industries who handle light assembly and engineer-to-order manufacturing process are prominent users of AX. When integrating Dynamic AX with Magento, one needs to keep the complex business functionalities intact. The customers from these industries are very conservative concerning their data. They generally do not change their shopping habits.  Here are some of the challenges in integrating Dynamics AX and Magento.

    1. Repeated orders

    There would be recurring orders are quite common in these industries and Dynamics AX is the best for handling recurring profiles. But, when it comes to Magento, you need an additional extension to configure the repeated orders. Repeat orders, while the process itself is simple, demands a certain workflow to be executed. These workflows are specific to companies. A plain vanilla Magento Dynamics AX integration cannot handle these custom requirements.

    1. Split orders

    The customers from these industries prefer to order in bulk. So, they prefer to split the order. Drop shipping, Place order, ship order at a different location are the shipment options popular amongst customers. With these business options, configuring the data and making sure the flow of cash and details are placed at the right place on two different systems is yet another challenge that a standard Magento Dynamics AX integration cannot handle.

    1. Chargeback

    Manufacturing and engineering are the big industries. People across the globe trade them. Hence, the fraudulent activities in these industries create a great loss to the company. It is mandatory to verify each order. Magento automation workflow needs a special setup in order to pass them from being confirmed. Many companies thus take a fraud detection tool/ solution before they confirm an order. This creates an additional challenge. Introducing another system in the workflow needs customization of the integration platform.

    1. Time-consuming to implement

    Microsoft Dynamics AX is known for its customizations. It requires expertise to handle. Most choose AX to fully leverage on its customization capabilities. While this is great for day-to-day operations, integration of such an AX instance with Magento is quite challenging. The AX customizations must be carefully mapped and an impact analysis must be done before the integration happens. A thorough testing in most scenarios, reveals minor glitches. Consider the above points, AX users must assume a Magento Dynamics AX integration takes more time than other ERPs.

    1. Product Data Management or core engineering

    Engineering and manufacturing companies often maintain core product development lifecycle data. Some companies sell spare parts all through the product life cycle. So, maintaining product data management as separate inventory and part of Product information lifecycle are very important. It needs an extra care. Thus product catalogs with product information are maintained in CAD solution and then deployed to Dynamics AX.

    When handling such type of industries, the PDM and PIM data needs to be in synch with Magento so that the information is used by sales channels to reach their sales targets. This is a custom requirement specific to some industries and can add to the complexity of the integration project.

    Conclusion

    We have experience building custom integration solutions to clients from various industries. Over the past years, we helped clients from various industries like fashion and apparel, sporting goods, real estate, automobile spare parts, etc. Our clients also use a myriad of ERPs namely, Dynamics GP, NAV, AX, SAP B1 and Sage 100. Our team of experts was able to roll out custom solutions on all the above ERPs. To know more about how we can help you mail us info@i95dev.com.


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