Spots Still Available for Upcoming Partner Boot Camp with Progressus Software

Progressus Software, Inc., is hosting a week-long Boot Camp, from October 16-20^th in Findlay, OH, which provides a deep dive into the functionality of Progressus Software, as well as a glimpse into what features are upcoming in the product roadmap. All partners are invited! Days one and two are specific to Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Edition. The last three days provide a technical deep-dive into Progressus Software.

Progressus is next-generation Professional Services Automation and ERP software, mobile-enabled and architected for the Microsoft cloud. The solution adds advanced project accounting and project management to the powerful financial management functionality of Microsoft Dynamics 365 to provide the most advanced business management solution for professional services and project-based businesses.

Progressus Software is the largest app on AppSource for Microsoft Dynamics 365 Business Edition. Typical solutions include less than 200 code parts, and Progressus leverages over 800 code parts. Find Progressus Software on Microsoft AppSource here.

The boot camp is not intended to be a replacement for Dynamics NAV training from Microsoft, but rather an intense session of what you need to know to be Dynamics NAV and Dynamics 365 Business Edition knowledgeable for implementing Progressus Software at customer sites. If you are a Dynamics NAV Partner, there’s no need to attend the first two days of this Boot Camp as there is a fee for the first portion of the boot camp for non-NAV partners.

Days three – five are an intense and hands-on deep dive into Progressus Software, taking you from an introductory demonstration of the product to full implementation of everything from quotes, to billing to budgets.

Progressus Software hosts a Boot Camp at least once per quarter. These Boot Camps are held at the Progressus Campus in Findlay, Ohio, and are provided at no cost to our partners. We also offer a “Personal Boot Camp” for those Partners who might benefit from having us come to you, rather than sending multiple people to our campus. There is a fee for the Personal Boot Camps, but we will work with you to make that cost comparable to the time and effort you might spend to send those attendees to Findlay. If this interests you, let’s talk.

Register for our upcoming boot camp from October 16-20^th in Findlay, OH!

Progressus Software Approved for Microsoft AppSource

Progressus Software is the largest app to be published on Microsoft AppSource.

Progressus Software today announced that their Microsoft Dynamics 365 for Finance and Operations, Business Edition Application (App) has been published on Microsoft AppSource. Progressus Software is available on Dynamics 365 for professional services firms in need of a comprehensive, cloud-based professional services automation solution.

Progressus is next-generation Professional Services Automation and ERP software, mobile-enabled and architected for the Microsoft cloud. The solution adds advanced project accounting and project management to the powerful financial management functionality of Microsoft Dynamics 365 to provide the most advanced business management solution for professional services and project-based businesses.

The approval of Progressus Software on Microsoft AppSource is a significant achievement. Progressus Software is the largest app approved for Dynamics 365 Business Edition by Microsoft. Typical solutions include less than 200 code parts compared with over 800 leveraged by Progressus.

Find Progressus Software on Microsoft AppSource at https://appsource.microsoft.com/en-us/product/dynamics-365-for-financials/PUBID.progressussoftware%7CAID.27c95c42-3724-4c23-bc71-1eccdf3de37c%7CPAPPID.760fc3a0-ddab-43aa-93a5-6430f34f1b76?tab=Overview

Read complete post here.

http://progressussoftware.com/2017/08/07/progressus-software-approved-for-microsoft-appsource/

The Birth of a Dynamics 365 App

This is the first blog in a several part series on the Progressus Software journey to make the jump from great idea to great App in the Microsoft AppSource for Dynamics 365 Financials.  It is a comprehensive and collaborative effort to make it happen, from all aspects of an organization, and we will hear from each in this series of posts.

For the past few quarters, we have been working diligently to get Progressus Software published on Microsoft AppSource.  It has been a complete team effort to make it on AppSource as quickly as possible.  Some have asked, “Why,” when the real question they are asking is “Why is AppSource such a big deal”?   AppSource is key to the success of two products: both Progressus Software AND Dynamics 365 Financials.  Microsoft announced earlier that Dynamics 365 Financials would handle the core financial aspects of a company, and that Microsoft would rely on the marketplace at large to develop and supply the best and most useful “apps” to replicate and extend the specialized functionality that already exists in some of the current Dynamics products.  For Professional Services organizations that rely on the project accounting functionality found in Dynamics SL, Progressus Software is the bridge that will connect them to the power and flexibility of Dynamics 365 Financials.  Dynamics 365 Financials handles the back office, Progressus handles the project accounting functionality.  The picture that comes to mind is one of a coral colony, where an individual piece cannot survive on its own, but as they mature together the branches build on and strengthen each other.  A very similar concept with Microsoft and Dynamics 365 Apps.   Dynamics 365 Financials is the core, with Apps attaching and multiplying the beauty of the whole.  That is why AppSource is such a big deal, and why we have put so much effort into getting it right.

Microsoft recognized the Progressus effort too, and has tapped Progressus Software to help other folks get their “Apps together”.  We shared our experiences and lessons learned along the way with other potential App makers at the International ISV showcase hosted by Microsoft in Lyngby Denmark in March, with the Canadian ISV and Partner teams in May, and we will even host a full session at Directions 2017 on the process and the thought that goes into creating and marketing an App for Dynamics 365.

As I mentioned earlier, we’ll cover some of the building blocks that need to be in place and operational before you can even submit your App for publication, and we’ll hear from our own Progressus team members in each area.  Up next, our own Progressus Development Manager and NAV MVP Mohana Pallapothu will detail the technical side of the App process.

Thanks for following our quest to get Progressus Software into the Microsoft AppSource, and be sure to check out AppSource regularly to see all of the cool and useful applications that can add to your productivity.  Also, be on the lookout for Progressus Software on AppSource very soon!

Learn more about Progressus Software at www.progressussoftware.com.

Add Application Area property for D365 App

We need to finish below step in the process of developing the app for financials.

In order to successfully complete the end to end usage scenarios, make sure to set the ApplicationArea for your objects to one of the following values. If the applicationarea is not set to one of these values, the object will not be displayed in Dynamics 365 for Financials. Refer to ApplicationArea Property for more information. 

• #Basic  • #Basic, #Suite  • #Suite • #All

If we have few objects, then we can manually set this property but we have around 250 objects where we need to set this object.

I found below tool in github to add this property using dll.

https://github.com/papillon/nav-applicationarea

Thank you so much Ingmar Stieger

You can download the code and create dll using visual studio or you can directly download the dll here

https://github.com/papillon/nav-applicationarea/releases

Syntax:

ApplicationArea.exe directory\*.txt -set AREA [-minId nnnnnn] [-maxId nnnnnn]

·        Parameter 1 (* directory\*.txt): Specifies a path and file pattern of text files that should be processed

·        Parameter 2 (-set AREA): Sets all empty ApplicationArea properties to AREA

·        Parameter 3 (-minId nnnnnn): Optional. Process only controls starting with (and including) ID nnnnnn

·        Parameter 4 (-maxId nnnnnn): Optional. Process only controls up to (and including) ID nnnnnn

*Note: Text files can contain one or multiple objects. So you can have either one file per object or multiple objects in one text file.

Example

1.      Export a couple of pages from the C/SIDE client to c:\temp\pages.txt

2.     Set the area to Jobs for all controls starting at ID 1000000000 

      ApplicationArea.exe c:\temp\pages.txt -set Jobs -minId 1000000000 –maxId

It will update the file which we have given in above path.

We can import in to database and check all the fields have ApplicationArea property added.

Once again thank you so much Ingmar Stieger

Please pass it to Ingmar Stieger if someone known him.

Progressus Software a Project Management Solution

Progressus is next-generation Professional Services Automation and ERP software, mobile-enabled and architected for the intelligent cloud. Progressus provides all the capabilities needed to manage professional services and project-based businesses of any size – operating in any geography. Functionality spans all the important processes in your firm – resource management, project management, sales and marketing, human capital management and financial management to give you unparalleled insight and control of all of your critical business functions. Built on Microsoft Dynamics NAV, Progressus is constructed for cloud deployment, and provides role-based clients optimized for any browser or mobile device.

Microsoft Dynamics NAV is a global business management solution that provides small and midsize organizations greater control over their financials and can simplify all aspects of their company from professional services and project management to supply chain and manufacturing. It’s quick to implement and easy to use, with the power to support your growth ambition. Microsoft Dynamics NAV is available in the cloud on Microsoft Azure, and offers deep interoperability with Office 365.

Progressus adds advanced project accounting, project management and resource management to the powerful financial management functionality of Microsoft Dynamics NAV to provide the most advanced business management solution for professional services and project-based businesses. Progressus offers unique and powerful functionality in these areas:

·         Quick Project Setup

·         Project Budgeting

·         Resource Management

·         Project Monitoring and Analyzing

·         Project Cost Tracking

·         Remote Project Time & Expense Entry & Approval

·         Project Invoicing

·         Project Reporting, Analytics & Forecasting

By leveraging Dynamics NAV as platform, Progressus adds powerful project management to the vast ERP capabilities of NAV without costly or complex integration, including robust Service Management, Supply Chain Management, Manufacturing or Sales and Marketing Management.

“Plumbline Consulting has extensive experience creating solutions for project-based and professional services organizations, and we’re excited to have them bring that expertise to a new offering built on Microsoft Dynamics NAV,” said Paul White, General Manager of Microsoft Dynamics. “We’re also very pleased to announce that Progressus will be available in the cloud on Microsoft Azure through the Microsoft Dynamics NAV managed service for partners.”

“Plumbline Consulting’s depth and breadth of project expertise has allowed us to expand our growing base of solutions to project-based companies. The Progressus Software solution will provide valuable tools to project managers and employees worldwide”, said Joseph Longo, President of Plumbline Consulting.

About Plumbline Consulting
The Plumbline Consulting team has over 30 years history in implementing project-based ERP solutions. Plumbline provides software engineering and consulting services for Microsoft, Microsoft Dynamics® Channel Partners and Microsoft Independent Software Vendors (ISVs). Plumbline offers software development, application support, technology and business process consulting, with a focus on delivering excellence and building lasting relationships. Plumbline also provides Dynamics SL (formerly known as Solomon Software) Product Management, Development and Support services for Microsoft Corporation. The company is headquartered in Findlay, Ohio. More information about Plumbline Consulting can be found at http://www.plumblineconsulting.com.

Email: info@plumblineconsulting.com
Website: http://www.progressussoftware.com
YouTube site: https://www.youtube.com/channel/UCEJ_7z4gDGr1iz_pGVvAoTw

Code sample repo for developing extensions in Visual Studio

Welcome to the code sample repo for developing extensions to Dynamics NAV.

This repo contains AL language code samples for developing extensions on the Dynamics NAV platform. We're not yet in preview, so this repo is meant as a way for you to get familiar with the new syntax and provide feedback.

Microsoft has published sample files here.

https://github.com/Microsoft/AL

Looking forward to play with Visual Studio development environment preview which may available for Christmas.

Microsoft Dynamics 365 Roadmap

The Dynamics 365 Roadmap site provides a snapshot of what Microsoft is working on. Use this roadmap to find out what is being made generally available and what is in development.

 

Here we can see Whats New, what is in development and what is previously released.

We can apply filters on Editions like Enterprise (AX) or Business (NAV)

We can also apply filters on Applications like Financials, Sales, operations etc.

Also on Areas like Project Management, Purchasing, Inventory etc.

Here is the link

http://roadmap.dynamics.com/

Set Up Dynamics CRM Connection using Assisted Setup in Dynamics 365

Sets up a connection to Dynamics CRM which allows you to synchronize data such as contacts and sales order information.

Set up a Dynamics CRM connection to enable seamless coupling of data.

Once coupled, we can access Dynamics CRM records here and, for some entities, access records from Dynamics CRM. We can also synchronize data between records so that data is the same in both systems.

Configuring CRM with NAV is simplified in Dynamics 365.

We can setup with few clicks.

First we need to make sure that we have setup proper “User Experience” in Company Information Page.

Experience

Specifies for which application areas fields and actions are shown in the user interface. This is a way to simplify the product by hiding UI elements for features that you do not use.

We need to have "Suite" in experience to use CRM integration.

Now Go to Assisted Setup and tasks page

Click on Set Up Dynamics CRM Connection

DYNAMICS CRM CONNECTION SETUP page will open

Click Next

Here we need to Enter the URL of the Dynamics CRM server that hosts the solution that you want to connect to.

Ex: https://mohana2.crm8.dynamics.com

Click Next

Here we need to enter the credentials for the Dynamics CRM account that will be used for the integration.

Create a specific Integration user in CRM and enter here.

And also enter the credentials for the Dynamics CRM administrator account that will be used to import the Dynamics CRM solution.

Click Next

Select the appropriate check boxes as per your requirements

Click Finish..

Dynamics 365 will be available from November 1st

Watch this first look video:

https://www.microsoft.com/en-us/dynamics/dynamics-365-first-look

No better time to be a Dynamics Customer..

Bye Bye Project Madeira

It seems it’s no more “Project Madeira” and Welcome to Official "Dynamics 365 for Financials".

Microsoft still need to optimize it in Welcome Screen etc..

Dynamics NAV 2017 Announcement

Dynamics NAV 2017 will be available from October 24^th  2016.

Dynamics 365 for Financials will be shorty after NAV2017 Release.

New Development Environment Preview will be available by Christmas 2016.

Yes, you read last sentence correctly.

New Development Environment in Visual Studio for next generation J

Design mode inside the Dynamics365 client. Add fields & more.

Extensions are extended

Stay tuned!!!

Get Ready for Microsoft Dynamics NAV 2017 and Dynamics 365

Get Ready for Microsoft Dynamics NAV 2017 and Dynamics 365 page is available in Partner source.

https://mbs.microsoft.com/partnersource/northamerica/readiness-training/readiness-training-news/GetReadyforMicrosoftDynamicsNAV

We can find below details on this page:

Latest News and Information

·        What's New in Microsoft Dynamics NAV 2017​

·        ​Microsoft Dynamics NAV 2017 Beta Program:​  Learning Plan Microsoft Dynamics NAV​ Extensions

·        Get ready for Microsoft Dynamics 365 for Financials Extensions

·        ​Getting ready for Microsoft Dynamics NAV Extensions​

Links and Resources for the Latest Versions​

And more

Microsoft Dynamics 365 Pricing and Licensing info available on Partnersource

Microsoft Dynamics 365 is the next generation of intelligent business applications in the cloud. Information on Microsoft Dynamics 365 Pricing and Licensing is now available on PartnerSource.

Pricing and licensing videos are broken down into 12 consumable modules as below:

1.   Dynamics 365, Enterprise edition Pricing and Licensing

2.   Service Overview

3.   PowerApps as the Platform

4.   Team Members, Enterprise edition

5.   Dynamics 365 Plan 1 and Apps

6.   Dynamics 365 Plan 2 and Operations App

7.   Enterprise Customer Purchase Options

8.   Business (SMB) edition

9.   Partner Overview

10.               CRM & AX On-Premises Updates

11.               Dynamics 365 for Public Sector (CRM)

12.               Wrap-up

Visit the following page for more information (PartnerSource access required):

https://mbs.microsoft.com/partnersource/northamerica/pricing-ordering/licensing-policies/Dyn365PricingandLicensing

Watch the pricing and licensing training videos at (Microsoft Dynamics Learning Portal access required):

https://mbspartner.microsoft.com/AX/Topic/63