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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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    ledgeview partners webinar

    Have you ever wanted to know more about leveraging lead scoring in your marketing automation system to drive results?

    This upcoming Ledgeview Partners webinar will be dually beneficial for your marketing and sales teams to discover that and more!

    The experts at Ledgeview will guide you through using lead scoring in your marketing automation system, whether you use Act-On Software, ClickDimensions, or another system, to truly see the outcomes you have been looking for with marketing automation.

    It’s time to hit more home runs with your marketing automation system, don’t you think?

    As the digital world continues to grow and evolve, so must our strategies for reaching the right target markets.

    This webinar is a can’t-miss, and Ledgeview’s own Director of Marketing, Chad Collett, will present.

    After a great initial presentation at this year’s CRMUG Summit, otherwise known as the #UserGroupSummit, you’re in for a treat for this second go-round.

    Register for the webinar below.

    Register for the webinar

    Webinar: Leveraging Lead Scoring to Drive Results
    Date: Thurs. Oct. 25, 2018
    Time: 11:00 – 11:45 a.m. CT

    Learn more about Driving Growth with Marketing Automation when you download a FREE copy of Ledgeview’s customer-favorite master eBook guide.

    LVP eBook


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    There are several features that makes the system here is a list of them: Personnel management Positions Jobs Employees Recruiting and onboarding Open positions Candidate profiles...(read more)

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    Finally found the time for overdue maintenance on the Drag & Drop solution I created two years ago.

    Why revisit?

    First of all, as the CodePlex platform, previous home of this solution, is being decommissioned, downloading the component got the whole CodePlex project and few visitors commented that they could not find the actual solution.
    So now you can download an unmanaged solution from it’s  new home @ Github.

    Second, I fixed a major bug related to the plural name of some entities.
    For most entities, appending ‘s’ to the entity schema name would result in the matching entity name for Web API. Some entities, like opportunity, do not match this pattern.

    Third, I wanted to update the Web API version to 9.0 and to make sure the solution works with Dynamics 365 Online current version.

    Drag and Drop demo


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    Hands On with Microsoft Dynamics GP 2018 R2: Add Web Client Runtime Feature

    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.

    After installing the prerequisites, the next step in a single-machine deployment is to install the Web Client Runtime; this is a feature of the Dynamics GP desktop client which allows the code to be translated into a form suitable for presenting via the web client.

    To add the Web Client Runtime feature, open Programs and Features, select Microsoft Dynamics GP 2018 and click the Change button:

    Programs and Features

    Click Add/Remove Features:

    Program Maintenance

    Scroll down and set the Web Client Runtime feature to installed:

    Select Features

    When ready, click Install to begin the installation:

    Install Program

    When the installation is complete, click Exit:

    Installation Complete

    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: Add Web Client Runtime Feature at azurecurve|Ramblings of a Dynamics GP Consultant


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    In the Customer Maintenance Window, you can now E-mail Statements with the click of a button. A new E-mail button can be found on the Menu bar of the Customer Maintenance Window. This is a great way to...(read more)

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    *** A user must be set up as an Administrator to add new users in Management Reporter *** Startup Management Reporter Report Designer from within the All Programs list. Management Reporter –...(read more)

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    Dynamics 365 for Finance and Operations is built on open standards like OAuth 2.0, OData v4 and RESTful JSON Web service APIs, which makes it possible for us to integrate our business apps with many different...(read more)

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    Error Message: While retrieving or updating data into CRM using LINQ, CRM will show below exception: Exception Type: ArgumentException Message: Object of type ‘Microsoft.Xrm.Sdk.Entity’ cannot be converted...(read more)

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    Field Service added some new forms to entities like opportunity, quote, order, etc. as well as a JavaScript library running on these forms. Now if you had copied a form based on a FS form then with an...(read more)

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    Findings from #UserGroupSummit I’m sitting here after attending the MSFT14 – Dynamics 365 for Finance and Operations: Microsoft Managed Continuous Updates and Support Experience session at...(read more)

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    You probably already know that Dynamics GP 2018 R2 shipped earlier this month, but do you know much about the new features offered in this latest release?

    This webinar will showcase the new features in Dynamics GP 2018 R2 including enhancements in the following key areas:

    • Partial purchase on PO and email PO other form
    • Additional sort options in SOP and customer combiner retains ship to addresses
    • SmartList and Navigation Lists enhancements
    • Duplicate check numbers option extended
    • Email customer statements
    • Increase Dynamics GP password maximum length and a password expiration notification
    • Vendor document number added to purchasing all-in-one view
    • Transaction level post through general ledger

    Complimentary but space is limited, so be sure to sign up early.

    by TrinSoft, LLC a Microsoft Dynamics GP "Great Plains" Enterprise Partner in Kentucky


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    Sometimes organisations want to track all incoming and outgoing emails for a number of users at Server Side without having the user to do anything manually and across all devices. The requirement here...(read more)

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    First released in 1987, acquired by Microsoft in 2002, now called Business Central, Dynamics NAV is one of Microsoft's most prolific software packages with over 110,000 installations worldwide. To outpace competitors like NetSuite and Acumatica, Microsoft is now investing over 1 billion dollars annually in research and product development on the platform.

     

    What started as an on-premises application, designed for small to medium-sized businesses, now has several deployment options ranging from private to public cloud, all designed to work seamlessly with other Microsoft applications like Dynamics 365 for Sales, Office 365 and Power BI.

     

    In keeping with providing world-class software solutions, Microsoft’s goal with the transition to Business Central is to guide companies through their own digital transformations, retaining and growing a customer base now ready for the security and availability of cloud applications.

     

    New Recipe, Better Processes

    Improving upon Dynamics NAV, Business Central offers:

    • Tighter integration with other Microsoft apps, without traditional silos that hinder efficiency
    • A complete view of your business using real-time data and business analytics to generate actionable insights through embedded Power BI
    • Easy upgrades with a bi-annual release cadence
    • Creation and automation of workflows, with Microsoft Flow, to improve efficiency
    • Seamless data sharing with the Microsoft CRM platform, Dynamics 365 for Sales

     

    How Does Business Central differ from Dynamics NAV?

    Frankly, the new Dynamics 365 Business Central contains a lot of the standard functionality we get from Dynamics NAV. So, if the functionality is almost the same, why upgrade?

     

    The new version has several key features including:

    • Licensing Options: You can license Business Central as a monthly subscription or perpetual, it’s up to you whether you want the operation expense or capital.
    • Hosting Options: Business Central is available as both a cloud-based SaaS solution or perpetual/hosted solution, while Dynamics NAV offers the option to use the solution on a private data center or on your own server but not pure cloud.
    • Easy Upgrades: With Business Central, your environment will see automatic upgrades performed in the back ground on a bi-annual release cadence. Any third-party add-ons or customizations made to your environment are now designed so they won’t interfere with this process.  Compare this to upgrades for Dynamics NAV which can take months to complete depending up on the complexity of the environment.

     

    Transitioning from NAV to Business Central

    Existing Microsoft Dynamics NAV customers may still be unclear whether they should upgrade their current ERP solution. They may be unsure about how much an upgrade will cost, who can upgrade and when they should make the change.

     

    Microsoft is committed to delivering up-to-date solutions that help its users streamline their business processes, enhance customer interactions, and stimulate growth. However, businesses using Dynamics NAV should note that there will be no new versions released after December 31, 2018.

     

    Seriously, Microsoft will stop the sales of NAV 2018 on Jan 1st 2019.

     

    In addition, Microsoft is offering time-sensitive, discount pricing for Dynamics customers to upgrade to Business Central. Customers that qualify for this discount are those that have been running any solution from the Dynamics ERP family, before October 1, 2018.

     

    These customers will enjoy a discount of up to 40% off. However, this discounted price ends on June 30, 2022. From that date, new and existing customers will pay full price for Microsoft Dynamics Business Central licenses.

     

    For more information about the transition offers available to you or to schedule an upgrade consultation, contact an Admiral executive today.


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    Hi all, I was exploring Vendor Collaborations feature in MS Dynamics 365 for finance and operations. I found excellent and comprehensive blog post of Galyna Fedorova, worth to share.

    https://gfeaxblog.wordpress.com/2018/05/16/vendor-collaboration-in-microsoft-dynamics-365-for-finance-and-operations/


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    In this article, you will find detailed instructions, on how to inspect content of a D365FO meta data hotfix. The article describes a manual approach as well as running PowerShell scripts to extract the underlying dependencies of hotfixes and affected objects.

    All descriptions are in attached “Inspecting a D365FO Meta Data Hotfix Content.docx” document.

    Inspecting-a-D365FO-Meta-Data-Hotfix-Content


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    You get a lot of benefits from using Dynamics 365 for Talent, they differ with the different key roles in the organisation. You attract the right candidates, make the onboarding efficient but personalized...(read more)

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    There's one thing most everyone working in production scheduling knows: No matter which system you use, however accurately your data might be, and how much time you have spent dealing with sophisticated scheduling algorithms - production reality never follows your system's implicit or explicit model. Hence, users of any production scheduling system should not only look at how it deals with a typical or an average production schedule, but they should also ask how the system supports them when dealing with unplanned incidents.

    So this is why today I'd like to show you how to deal with short-term deviations from the planned capacity (i.e. when a machine operator calls in sick for a shift, or when a machine breaks down etc.).


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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.

    After addin the web client runtime feature, the next step is to install the web client itself. Do this by launching the Dynamics GP 2018 R2 setup utility and, under Additional Products, select Web Client:

    Dynamics GP 2018 R2 setup utility

    Accept the terms of the licence agreement by marking the box and clicking Next:

    License Agreement

    I am only going to be installing the web client at this stage, so select Custom and click Next:

    Installation Options

    As I am only installing theweb client, deselect Service Based Architecture and SBA Session Manager; as we’re only doing a single-machine deployment, also ensure Tenant Manager is not selected (this is only required for a multi-tenant installation).

    Confirm the installation path and click Next:

    Select Features

    Enter the full SQL Server instance name of the SQL Server which will be host to the web client database in the Server Name field. Select an Authentication method and click Next:

    Web Components Database

    An Authentication Type needs to be set; this is how users will be authenticated as they sign into the web client; if, like me, you’re installing on a normal Windows Server, leave the drop-down set to Windows Account:

    Authentication Type

    Assign the Web Client Users and Web Client Administrators groups and click Next:

    Windows User Group

    Leave Deploy for multuiple tenants unmarked and click Next:

    Tenant Configuration

    When users are logged into the web client, it connects to SQL Server using a proxy account. The SQL Server Login Name and Password of this proxy account needs to be supplied; these should be exactly the same as those used in the Deploy System database step:

    GP Configuration

    The Session Control Service is the web server process which controls distributes users, as they log in, a session host (client) machine.

    While the certificate is optional, I would recommend applying one (which should be the one installed as part of the prerequisites.

    Enter the Domain, User Name and Password of the Domain account which will be ysed as the service account for the Session Cnetral Service; click Next to proceed:

    Session Central Service

    Select the Web Site which will host the web client; the logon credentials will be defaulted from the previous step.

    Mark the Use the same web site and identity for the Web Management Console and click Next:

    Web Site Configuration

    As we’re doing a single-machine deployment, just click Next on the Web Server Farm Configuration step:

    Web Server Farm Configuration

    The Session Service is the service which runs on the session host machine and interacts with the Web Client Runtime to present the client to the user. As with the Session Central Service select the SSL certificate and click Next:

    Session Service

    Select the certificate for the Runtime Service URL abd click Next:

    Runtime Service URL

    Click Install to begin the installation:

    Install Program

    Once the installation is complete, click Exit:

    Installation Complete

    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: Configure Web Client at azurecurve|Ramblings of a Dynamics GP Consultant


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    Microsoft Dynamics NAV is the past, and Microsoft Dynamics 365 Business Central should be the future. According to the newest information, which appears and is updated each day, it seems, that this future...(read more)

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    The Integration Runtime (IR) is a customer managed data integration infrastructure used by Azure Data Factory to provide data integration capabilities across different network environments. It was formerly called as Data Management Gateway.

    It is used by Business Central and Dynamics GP to provide a one-way data synchronization between your on-premises SQL Server hosting your company databases, and your Business Central tenant data store in the cloud via Azure Data Factory.

    The self-hosted IR is capable of:

    • Running copy activity between a cloud data stores and a data store in private network.
    • Dispatching the following transform activities against compute resources in On-Premise or Azure Virtual Network: HDInsight Hive activity (BYOC), HDInsight Pig activity (BYOC), HDInsight MapReduce activity (BYOC), HDInsight Spark activity (BYOC), HDInsight Streaming activity (BYOC), Machine Learning Batch Execution activity, Machine Learning Update Resource activities, Stored Procedure activity, Data Lake Analytics U-SQL activity, .Net custom activity, Lookup activity, and Get Metadata activity.
    To install, go to the Assisted Setup page and download the installation file. Copy the authentication key as you will need it for the configuration step.

    NOTE: Be sure to scroll horizontally to the end of the line while selecting the key text.


    Launch the installation file to begin the setup process. You must first select the language which you will be using with the Integration Runtime.


    Accept (or not) the end-user license agreement to continue with the installation process.


    Select the installation folder to host the application files.


    Click the install button to begin the installation process. You may be prompted to run the application with elevated permissions to bypass User Account Control settings on your machine.


    Once the installation has been completed, click Finish to proceed with IR's configuration.


    Paste the Authentication Key from step 1. If you require to bypass proxy settings within your organization, be sure to click on the Change link to setup your proxy info.


    The following screen will allow you to enter the name of the self-hosted node and will display a list of nodes as configured by Business Central on the Azure Data Factory service. Also, you may enable remote access from your intranet to the integration node. Click finish when done.


    If you choose to enable remote access for management purposes, you must enter an open TCP/IP port on your firewall. By default, this port is 8060. Should you want to enable secure access to while remoting into the node, be sure to select a certificate. You can also enable remote access without a certificate.


    Finally, click on Finish to complete the configuration settings an finalize the node registration process.


    For more information on Azure Data Factory, please visit:
    https://docs.microsoft.com/en-us/azure/data-factory/

    For more information on Azure Integration Runtime, please visit:
    https://docs.microsoft.com/en-us/azure/data-factory/concepts-integration-runtime

    Until next post,

    MG.-
    Mariano Gomez, MVP


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