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..

New and updated capabilities in the September update of Project "Madeira"

More flexibility in sales processes

This update adds more flexibility in what you sell:

Nonstock items

You can now set up nonstock items - items that you offer to customers but do not maintain inventory for. For more information, see How to: Work with Nonstock Items.

Drop shipments

You can now mark an item for drop shipment on a sales order and immediately create a purchase order for the item. This way, you can sell an item to a customer, purchase it from the vendor, and have it shipped directly from your vendor to your customer. For more information, see How to: Purchase Products for a Sale.

Categorize items in your inventory

With this update, you can create a hierarchy of item categories and assign item attributes to each item category. When you add items to a category, they will inherit the attributes on the category. This ensures a common set of attributes on related items, speeds up the assignment of attributes to similar items, and allows filtering and navigating related items based on the category. For more information, see How to: Categorize Items.

Send purchase orders to vendors

Now you can enter purchase orders within Project "Madeira". You use purchase invoices to record the cost of purchases and to track accounts payable. With this update, you can send an order to your vendor and track this in Project "Madeira". For more information, see How to: Record Purchases.

Better quality incoming documents

You can now easily correct errors in the scanned documents before you receive the resulting document - this way, you'll train the service to avoid the errors going forward. You use the new Lexmark ICS online experience to visually train and validate the processing of PDF and image files for incoming documents, such as vendor invoices. From each incoming document record, you can now link directly to the online extracted document to validate the Optical Character Recognition (OCR) result and train the service with your corrections. A new Role Center cue allows you to monitor incoming documents that await your OCR validation. For more information, see How to: Use OCR to Turn PDF and Image Files into Electronic Document.

We have also added the much requested support for also extracting line details when we send PDF or image files on incoming documents to Lexmark ICS, the 3rd-party provider of OCR services. You can now create, for example, purchase invoices with multi-line details instead of just one line with the total. To map item numbers and names on an incoming document to your representation of the vendor's items, use the existing Item Cross Reference feature. To map vendor-specific text on an incoming document to the vendor's G/L account, use the existing Text-to-Account Mapping feature.

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

Welcome to the assisted Data Migration in Project Madeira

We can have master data like Customers, Vendors and Items in project Madeira with few clicks of assisted data migration setup.

Open “Assisted Setup & Tasks” action from Business Manager Role center

 

Or use search option

 

Select “Migrate Business Data”

 

It will open “Welcome to the assisted Data Migration” window.

 

Click Next

Select “Import from Excel” as data source.

 

And click Next

 

Here we need to perform some steps

1.     Download the template

2.     Fill in the template with your data

 

If we have entered No. filed in excel then it will be used in Madeira. Otherwise Madeira will New No. as per No. Series.

Click Next

Confirmation message will show that we have not specified import settings for the data source.

We can ignore it.

 

Press Yes.

Import from Excel window will open

 

Click Choose

Select the excel in which we have added our data

Madeira will read the Excel and show us the no. of records we are importing to database.

 

Click Next to apply the data to database.

Madeira will show message with processed details.

 

Click OK

That’s it!

 

Click Finish

Close the assisted setup window.

Go to Customers     

You will see imported records from excel

It has added 60000 and 70000 as we have given No. in excel

And C00020 is added by Madeira with no. series.

That is how easy it is to get started with Project Madeira.

How to use OCR Incoming Documents in Project Madeira

Lexmark Invoice Capture Service (ICS) for Microsoft Dynamics NAV enables quicker, accurate invoice processing by automating the process of getting Vendor invoice data into Dynamics NAV.

 Open https://store.readsoftonline.com/nav/

Click Register and Select your payment model (Freemium or Subscription) and create your account. You will receive your registration confirmation and login details via email.

Search for “OCR” and select “OCR Service Setup”

Click “Set URLs to Default”

Enter the User Name, Password, Authorization key and click “Test Connection”

Customer Name, Customer ID (From Lexmark Registration) and Customer Status will be updated in OCR Service Setup.

Click Update OCR Doc. Template List

Select the Default OCR Doc. Template from the List of Documents and place a checkmark in the Enabled field.

Close the “OCR Service Setup” page.

When an invoice is received from Vendor, an Incoming Document Card is created with the invoice attached. Dynamics NAV users can then send the invoice to ICS. (Or, vendors can email invoices directly to ICS). Invoices may arrive in many different formats or layouts. No templates are needed.

Search and Select Incoming Documents.

Click New

Enter Description

Click “Attach File”

Select the Invoice file which you would like to sent to OCR service.

Click “Send to OCR Service” button on the Incoming Document page.

Document was successfully sent to OCR Service

Wait for approx. 30 seconds and

Click “Receive from OCR Service”

Document will be received.

Relevant information is extracted from the invoice files. Any missing or inaccurate information can be easily corrected.

Click “Create Document”

If there are any errors or warnings on the document, you can fix them by reviewing the Errors and Warnings FastTab.

Click “Create Document” after fixing the errors or warning

After creating this Vendor Invoice, you can go into the Purchases and Payables area and post the Invoice according to your business processes.

Invoiced documents are stored in Created Invoices and repositories for future references.

Note: The Freemium edition allows you to pay for the service in the same way you pay for NAV 2016. You can use ICS with no charge to capture up to 75 invoices per month. For each invoice captured over the initial 75, you will pay per invoice. When you’re ready to regularly capture more than 75 invoices per month, you can choose a subscription level that meets your requirements.