Articles on this Page
- 12/02/18--22:00: _Creating documents ...
- 12/02/18--23:10: _MB2-719 Certificati...
- 12/03/18--02:22: _MB6-898 Update job ...
- 12/03/18--02:59: _Tip #1202: Editable...
- 12/03/18--03:00: _Hands On With Micro...
- 12/03/18--04:00: _Marketing List Show...
- 12/03/18--04:49: _Undo Subcontracting...
- 12/03/18--05:00: _Microsoft Dynamics ...
- 12/03/18--05:16: _Office 365 Admin: Q...
- 12/03/18--06:00: _SHA256 encryption f...
- 12/03/18--06:01: _Case: Merged vs. Ch...
- 12/03/18--06:18: _Microsoft Dynamics ...
- 12/03/18--06:20: _Dynamics 365 App fo...
- 12/03/18--06:28: _Using PowerApps and...
- 12/03/18--06:30: _Übertragungsmöglich...
- 12/03/18--07:54: _Those planning for ...
- 12/03/18--08:29: _Enabling Remote Pow...
- 12/03/18--09:00: _Managing Users in D...
- 12/03/18--09:00: _Answered: Your Top ...
- 12/03/18--11:37: _How to get started ...
- 12/02/18--22:00: Creating documents in Business Central (On-Prem) with Flow
- 12/02/18--23:10: MB2-719 Certification: Dynamics 365 for Marketing, Installation
- 12/03/18--02:22: MB6-898 Update job details
- 12/03/18--02:59: Tip #1202: Editable grid control not working in subgrids
- 12/03/18--04:00: Marketing List Showing Multiple Subgrids on the Form in Dynamics 365
- 12/03/18--04:49: Undo Subcontracting Receipts
- 12/03/18--06:00: SHA256 encryption for Business Central with Azure function
- 12/03/18--06:01: Case: Merged vs. Child Cases
- 12/03/18--06:18: Microsoft Dynamics 365 Unified Interface - Tabs versus Sections
- 12/03/18--06:20: Dynamics 365 App for Outlook Part 1- The Basics
- With the new unified interface, it offers the same experience as you will see in the new unified interface in a web browser and the mobile app. With the ability to customize the app, you can modify the sitemap to allow users full navigation of Dynamics 365 Customer Engagement.
- View information about Dynamics 365 contacts and leads while you’re working in Outlook. You can view this info in the context of an email message, meeting, or appointment.
- Track email messages, meetings, and appointments to a Dynamics 365 record with a single click. For example, link an email message to a specific account, opportunity, or project.
- Open Dynamics 365 records directly to find or enter more detailed information.
- Quick create of records
- Relationship Assistant and Email Engagements
- Global Category or Relevance Search
- Add email templates, knowledge articles, and sales literature when you create an email message or set up a meeting.
- Track Outlook contacts in Dynamics 365 and link to parent Account records
- Configure an Outlook Rule for all users to delete this email when it arrives. This may briefly appear to the user before deleted.
- Configure an Exchange rule. From my testing, this was not noticeable to a user. I tested two rules and the criteria I tested with is in the screenshot below. Both rules worked to delete the message
- 12/03/18--06:30: Übertragungsmöglichkeit für Elster mit ERiC per Eingabeaufforderung
- 12/03/18--07:54: Those planning for Upgrade – Some Important Information
- 12/03/18--09:00: Managing Users in Dynamics 365
- 12/03/18--09:00: Answered: Your Top AP Automation Questions for 2019
- The invoice is received and the invoice header data is captured in the cloud-based portal for a streamlined, automated invoice approval workflow.
- Once the invoice is coded and approved, it’s imported into the accounting system and posted to the general ledger. You’ll be able to easily access invoices anytime with invoice management software.
- When you’re ready, the fully coded, fully approved invoices will be ready for you to select for payment.
- Increased collaboration between the accounts payable department and other departments including procurement and treasury. (71%)
- Full AP automation - which will be seen as the stepping stone for more adoptions within the Digital Age. (59%)
- A spike in digital B2B payments in exchange for lower costs and less manual payable processes. Most organizations are hoping for scalability and improved cash flow as a result. (50%)
- Add up the AP management costs. Stakeholders are interested in how AP automation can save their company time and money. The first step is to gather important data such as invoice volume and the average cost to process each invoice so that you can create a business case. This will also allow your team to easily determine potential automation savings when evaluating the cost of solutions.
- Make a list of solution requirements. This exercise will lead your team to think about what the financial future looks like for the business, and what you’ll need most from an AP automation solution.
- Schedule a demo. Many AP management providers offer similar solution options and benefits. During the demo, you’ll be able to learn more about the integration, features, and support services.
- 12/03/18--11:37: How to get started with Dynamics 365 for Marketing
in this blog post, I will write about the possibility to create documents in Business Central with Microsoft Flow.
First I created one SharePoint list where my user will enter information about...(read more)
I am about to take the MB2-719 certification, this certification covers the Dynamics 365 for Marketing Application. I plan to create a series of blog posts that collectively should help anyone else preparing...(read more)
When you are done creating the job, it’s time to register the details about the job.
This is the part where you make sure people apply for the job and give all information about the job and what...(read more)
I enabled the editable grid control on a subgrid, but after publishing, I still see the read-only grid in the subgrid in classic UI. The grid is editable in unified interface. What’s up?Gridless reader
Chances are you have legacy form rendering enabled in your environment system settings. Disable legacy form rendering and your subgrid will be editable.
This post is part of the Hands On With Microsoft Dynamics GP 2018 R2 New Features series in which I am going hands on with the new features introduced in Microsoft Dynamics GP 2018 R2 (which was released on the 2nd October). I reblogged the new features as Microsoft announced them along with some commentary of how I thought they would be received by both my clients and I. In this series, I will be hands on with them giving feedback of how well they work in reality.
The second new feature is Sales Transaction Approval Workflow. This new feature allows approval workflows to be created for all Sales Order Processing Transaction Types; credit limit checks can be included in the approvals created:
I am a big fan of workflow and this feature is one I like a lot. Not just because it is an extra workflow, but because it is one that I have been asked for repeatedly by clients and prospects alike over the last few years.
|Hands On With Microsoft Dynamics GP 2018 R2 New Features|
|Repurposing the Intelligent Edge page|
|Monthly Recurring Batches|
|Sales Transaction Approval Workflow|
A customer recently upgraded to Dynamics 365 v9 and encountered this strange form issue with Marketing Lists. When viewing an existing Marketing List record, there are multiple subgrids on the form (screenshots in the next page of this doc). Upon investigating these subgrids it looks like there are 6 subgrids that gets added in the form – 2 Contact, 2 Organization, 2 Prospect (renamed out-of-the-box Lead entity). Out of the 6 subgrids, 3 of them have the ‘See the records associated with this view.” button that will allow you to view the associated records in that subgrid (highlighted below).
Out-of-the-box behavior is that on create of a Marketing List, only 1 subgrid is displayed on the form. This subgrid will display records of the type of the value of the field ‘Targeted At’, e.g. if Targeted At = Contact, only display Contact subgrid which displays all associated Contact records for the Marketing List. It looks like all 3 types of subgrids are showing on the form.
Steps to Reproduce
1. Create a new Marketing List record. Set a value for field Targeted At e.g. Target At = Contact. Save record. So far, record will only display 1 Contact subgrid highlighted below.
2. Navigate out of the Marketing List record and view it again (or refresh browser page). Multiple subgrids should pop-up on the form.
How to Fix This
Navigate to your organization’s System Settings via Settings > Administration > System Settings > General tab. Check the setting “Use legacy form rendering”, and ensure that this is set to No. This will resolve the issue for you.
This is a new update to the Workflow book I’ve written a couple of prior editions over the last few years. This edition includes coverage of the new functionality introduced in Microsoft Dynamics GP 2018, and four additional chapters on customizing the workflow notification emails and securing web services, and some chapters and sections have been rewritten to either expand or make clearer the topics being covered.
Microsoft Dynamics GP is a popular enterprise resource planning (ERP) application used by tens of thousands of sites around the world to keep the accounting, financial, distribution and manufacturing functions running day in and day out.
Dynamics GP includes a variety of tools and modules to assist in controlling processes and data; one of the major modules for this was the Dynamics Workflow module. However, this module had major flaws which very much limited its usefulness; it was slow, clunky and difficult to install, configure and maintain.
As of Microsoft Dynamics GP 2013 R2 this Workflow module has been replaced with a new one; Workflow 2.0. This new module lives entirely within Dynamics GP itself, thereby removing the dependency on SharePoint; this has the dual benefit of making Workflow 2.0 easy to setup, configure workflow processes and maintain on an ongoing basis.
This book, the second edition, introduces the concepts of workflow and moves onto Workflow 2.0. It covers the creation of both simple and complex document based workflow processes, a non-document based workflow, how users interact with the workflow process, including email notifications and email actions, before wrapping up with a step-by-step install and verification of the Web Services for Microsoft Dynamics GP.
Who This Book Is For
This book is aimed at Dynamics GP users, partners and consultants who intend to utilize Workflow to gain more control of the approval process.
This book assumes you have very basic knowledge of Windows Server, Active Directory for creating users and groups and a basic knowledge of Microsoft Dynamics GP. The final chapter is aimed at a more technical user than the rest of the book.
The eBook is available in five formats: PDF, MOBI, EPUB and LIT.
What This Book Covers
This book introduces the basic concepts of workflow as well as how a project implementing workflow might be run, before moving onto the Microsoft Dynamics GP Workflow module.
The next section of the book covers the creation of both simple and complex document workflows, a non-document workflow and how users interact with the workflow process, including email notifications and actions.
The last five chapters are aimed at more technical users and cover adding additional table joins, customizing the notification emails by adding extra fields and deploying and securing Web Services for Microsoft Dynamics GP.
How This Book Is Structured
Chapter 1, Introduction to Microsoft Dynamics Workflow, introduces the basic concepts of workflow and then the functionality of Microsoft Dynamics GP Workflow.
Chapter 2, Workflow Implementation Project Lifecycle, covers the stages of a workflow implementation project from initiation, though design, build, UAT to go-live.
Chapter 3, Setting up Microsoft Dynamics GP Workflow, covers the setup of Workflow.
Chapter 4, Workflow Maintenance, introduces the Workflow Maintenance window and how a workflow process is created and activated.
Chapter 5, Creating a Simple Batch Approval Workflow, covers the creation of a simple General Ledger Batch Approval workflow process.
Chapter 6, Interacting with the workflow process, covers the ways of interacting with the workflow process including E-mail for Workflow and E-mail Actions.
Chapter 7, Creating a Complex Purchase Requisition Workflow, covers the creation of a complex purchase requisition workflow process.
Chapter 8, Creating a Vendor Approval Workflow, covers the creation of a vendor approval workflow.
Chapter 9, Adding Additional Tables for Workflow Conditions, covers the creation of new table relationships to extend the available workflow conditions.
Chapter 10, Customizing the Workflow Notification Emails, covers the customization of the workflow notification emails using HTML tags.
Chapter 11, Adding Additional Fields to Workflow Notification Emails, covers the creation of new fields for inclusion on the workflow notification emails.
Chapter 12, Installing Web Services for Microsoft Dynamics GP, covers the installation, configuration and verification of the Web Services for Microsoft Dynamics GP which are required if E-mail Actions are going to be used.
Chapter 13, Security Web Services for Microsoft Dynamics GP for External Access, covers securing the Web Services, installed in chapter 12, Installing Web Services for Microsoft Dynamics GP, with an SSL certificate for external access.
How much does it cost?
The book will cost $24.99 for the eBook version and $34.99/£29.99/€34.99 for the paperback.
eBook Launch Discount
Enter coupon code WF3RDLAUNCH in the Checkout for 33% off the eBook until Christmas Day 2018.
Will there be a paperback format
Yes, this is wending through the approval process, but should be available on Amazon and other retailers in the next few days.
Where can I buy the book?
Right here for the eBook and for the paperback is coming soon.
Here’s your guide to quickly setup a multi-factor authentication for an Office 365 user.
Manage Multi-Factor authentication
Multi-factor authentication can be managed for the O365 under Services...(read more)
In this post we'll learn how to create Azure functions and call them from AL. As example I used SHA256 encryption. Demo was presented on our #NavTechDays session ( Link ).
1. Open your...(read more)
Originally posted on CRMIndian.com : We will go back to the basics and see one of the basic features of case entity which is confusing at times to the beginners, Merged Case vs. Child Case. What are they...(read more)
Microsoft Dynamics 365 has a new Unified Interface and within this interface we have new questions to ask when requirement gathering. Why?
To increase usability it is important to understand which fields and features within a form are used most often OR which features need to be more prominent so that users remember to use them as they are ramping up on all things new or interesting.
In the new Unified Interface, the option to label and display data within a form in tabs is ever present. As such, careful consideration should be applied to what data would be better served on a tab vs. a section within a tab. Take for instance the Account Form. One option would be to separate the account form into different departments, such as sales, service and marketing; however there might be more reason to take a different approach such as using a tab for data that is used for deeper research and keeping the first tab fairly focused on most used fields.
Options, options, options which are both incredible, powerful and neat as well as risky.
With the recent release of the new version of Dynamics 365 App for Outlook in 2017 along with v9.0 and the new unified interface, there has been quite of bit of ongoing work to bring features and improvements in this area. As many organizations are now in the transition from the legacy Dynamics 365 for Outlook client, I have encountered many questions that I will address within a multi-part blog series in collaboration with Cody Dinwiddie. He is one of our Support Escalation Engineers on the Dynamics 365 Support team focused on email integration.
This multi-part blog series will be focused on a Dynamics 365 Customer Engagement (online) to Exchange Online environment. Although, much of this would also be valid for hybrid and On Premise environments.
There are multiple resources already available and I will do my best to link out to these through the series. The first important list of resources starts with the App for Outlook guide on the Docs site. This is a great starting point and most of the information included in the series will be in addition to what can be found in these guides.
What does it offer?
Let's talk about terminology
Set Regarding - Track and link the email or appointment to an existing record in Dynamics 365. This must be an activities enabled entity. When this is done, the record will appear in Dynamics under the user's activities views, related activities for any recipients who's email resolves to a Contact in Dynamics, and on the record selected for Set Regarding.
Tracking (without regarding)- Create a copy of the email or appointment in Dynamics 365. The difference between this and Set Regarding is that this is not attached to a specific Dynamics record and will show up only under the user's activities views and related activities for any recipients who's email resolves to a Contact in Dynamics. The creation of the record may also be referred to as promotion.
Email Filtering - Personal Options a user can configure to determine what emails will be tracked into Dynamics. We cover these starting in part 3 of this series
Email Correlation - This occurs after an email is filtered. The method which is used by Dynamics to determine if a received email is part of an email conversation that is already tracked, was automatically promoted by Server-Side Sync(i.e. folder-level tracking), or was sent from within Dynamics 365. This may also be referred to as email identification and matching.
Email Resolution or Association- This refers to the process which Dynamics uses to verify if the email address in the sender or recipients of an email or appointment match that of an email enabled entity, such as Account, Contact or Lead. We will talk more about this in part 4.
Synchronization - This refers to synchronizing emails, appointments, contacts, and tasks between Dynamics and Exchange. This may also be referenced when discussing the filters that control which records are synchronized as well as field synchronization, which controls the which fields and the direction each is synced.
Synchronous tracking - This means that the email, appointment, or contact is tracked immediately. It does not wait for the async service in Dynamics to retrieve the item to bring into Dynamics.
Asynchronous tracking - This is the opposite of above. This means that the record is not promoted/tracked immediately. It has been marked as an item to track and it will be tracked when the asynchronous process polls for items to bring to Dynamics. In this case, a user will see Track pending…
Since requirements may change with versions, I am simply providing the link to the Requirements doc site that is maintained by the product group. Be sure to take a look at these. They will also be covered in part 2 of this series.
If you just reviewed the requirements link above, you know that Server-Side Sync must be configured as a requirement for the Dynamics 365 App for Outlook. Aside from confusion with terminology, one of the most common questions I get is regarding the email that is sent from Dynamics upon successful configuration of a user's mailbox.
The issue? Every time a Dynamics mailbox is configured successfully, an email is sent to the user's mailbox. It looks like below:
This can cause confusion to the users that may not understand why they are getting this. Some users believe it is Spam and report it to their support/help desk. Especially in troubleshooting scenarios, where you may end up running through the Test and Enable process multiple times, this email will be sent every time. Currently, there is no way to either disable this email from being sent or any ability to modify the message that is sent in this email. However, here are two links for a Product Enhancement Idea if this is affecting you.
With the current functionality, there are two options I have seen implemented.
How can I configure my Exchange mailbox to multiple Dynamics 365 instances?
You can't. This is another very common question I get about the mailbox configuration process. It is not possible to configure multiple Dynamics 365 mailboxes to the same Exchange mailbox, even if the mailboxes exist in different instances. Allowing this would result in synchronization, promotion, and correlation conflicts on individual items between the two instances.
If you need to test the same mailbox in lower environments prior to going live with this in production, just make sure it is disabled in other instances. If you are already live, testing in lower environments should only be done with mailboxes that are not configured in production, such as test users/mailboxes.
That wraps up part one of this series.
Stay tuned over the next two weeks for the rest of the series!
With PowerApps and Flow we have a very strong toolbox that allows us to augment standard Dynamics 365 for Finance and Operations (D365FO) features and provide “last-mile” solutions. In this...(read more)
im Entwicklerbereich der Elster Webseite https://www.elster.de/elsterweb/entwickler/infoseite/eric (Zugang muss beantragt werden) kann ein Paket für den ERiC Client heruntergeladen werden. Wenn Sie der weiteren Beschreibung folgen wollen, laden Sie bitte eine der folgenden Dateien herunter.
Bei dieser Datei handelt es sich um ein Archiv, das z.B. mit WinRar oder 7-Zip entpackt werden kann. Dieses Archiv enthält neben den DLLs auch Beispielprojekte für verschiedene Programmiersprachen. Das Beispielprojekt für c-sharp kann in Visual Studio geöffnet und kompiliert werden.
Dieses Projekt erstellt eine EXE Datei, die zum Transfer der XML Datei mit Zertifikat genutzt werden kann. Die Startdemo *.bat beschreibt auch die Parameter, die mitgegeben werden können. Dies sind der Pfad zur XML Datei, zum persönlichen Zertifikat, das Passwort und ein Pfad zur Logdatei / Übertragunsprotokoll.
Ruft man die EXE auf werden die Ergebnisse der Übertragung in das LOG Verzeichnis geschrieben.
Ericdemo.exe - ist das Ergebnis der Kompilation. Im DLL Verzeichnis sind die ERiC DLLs und im LOG Verzeichnis, werden die Ergebnisse abgelegt.
Die eric.log Datei ist ein maschinenlesbares Format des Ergebnisses und bei ericprint.pdf handelt es sich um das Übertragunsprotokoll.
Diese von Elster bereitgestellten Dateien könnte man z.B. nutzen, wenn man viele XML Dateien zu übertragen hat.
Bitte beachten Sie, dass Sie für die Übertragung das neue Format der XML Datei nutzen müssen. Für Microsoft Dynamics Business Central / Microsoft Dynamics NAV wird dies mit dem Cumulative Update aus dem Dezember bereitgestellt. Für Microsoft Dynamics AX 2012 R3 lesen Sie bitte folgenden KB Artikel 4476720.
Mit freundlichem Gruß
Andreas Günther & Khoi Tran
Microsoft Dynamics 365
CSS EMEA Dynamics and SMS&P
As per the roadmap which Microsoft has published for Business Central, it shows that the Business Central product name will be continued for future. It means there will not be a Dynamics NAV 2019. Looking...(read more)
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In a recent CRMUGDC meeting Jim Novak talked about creating a new XrmToolBox tool to see users with a specific security role. This will be a helpful tool when it is ready for public use. In the mean time...(read more)
AvidXchange AP Solutions Consultant Manager, Rhonda Greene, APSC, shared everything your team needs to know about AP automation before the new year begins.
What is AP Automation?
The process of paying vendors can be manual and mundane. The accounts payable cycle is filled with countless invoice and payment steps before the due date. Thankfully, AP automation is one of the leading accounting system integrations designed to automate AP management while saving valuable time and money.
Here’s a fast fact: Ardent Partners found that top-performing companies with AP automation are spending $2.52 and three days to process an invoice, while others are spending more than $14 and over 10 days.
Here’s how it works:
Many believe their AP management cycle is automated, but they’re still relying on a few manual tasks. If the AP department is fully automated, the process should run start-to-finish without any manual intervention from your team.
What does AP automation mean for my finance team?
There’s a popular myth about AP automation - it will eliminate finance jobs by trusting the robot to manage daily processes.
If AP automation is handling the heavy lifting, what does this mean for the finance team? Automation won’t make the accounts payable department become obsolete. It means less time and money is spent on manual tasks, including manually opening invoices, data entry, filing paper invoices etc. Instead, your finance team will have the power to focus on other financial priorities and processes.
Where’s AP automation headed next?
It’s no secret the Digital Age is calling for companies to speed up their technology timelines in order to keep up with industry goals and strategies. Ardent Partners shared predictions for the next two years.
Getting started with AP Automation
Rhonda Greene, APSC is an Accounts Payable and Payments expert that specializes in streamlined AP management. Since joining AvidXchange, Rhonda has dedicated her career to improving accounts payable efficiency with automation and best practices.
Learn More: The Beginners Guide to AP Automation
Curious to know what else AP automation can do for your team? 12 Ways Automation Can Improve Your Workday provides industry-led insights to improve efficiency (and reduce headaches). Check out these tips to learn everything you need to know to run a well-oiled AP machine!
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Explore how Microsoft Dynamics 365 for Marketing can help you transform your business by turning prospects into business relationships. With Dynamics 365 for...(read more)