Microsoft Dynamics is an ERP or Enterprise Resource Planning software that is created by one of the top companies in the world, Microsoft. Many small and medium companies are using Microsoft Dynamics NAV these days. Microsoft Dynamics NAV upgrade is now available.  Businesses that are using this software can now update it. This ERP software does help companies to remove the inefficiencies in their processes. Almost all the departments in the organization can benefit when they start to use the ERP software.  Once you update the software, you might struggle a few days as you try to understand the way the system works. Here is one of the issues that you might face and how you can handle it Introduction: Microsoft Dynamics NAV can be embedded in SharePoint online which will be available as an app in SharePoint. Thus, NAV data will be displayed on the SharePoint site. The user can then modify and save the data on the SharePoint site through the NAV web client. Also, web parts such as Sales Orders List, Customers List, etc. can be added to the SharePoint site. When the user selects a particular record in SharePoint online, it opens the relevant page in the Microsoft Dynamics web client and after the changes are saved and the page has been closed, the change is reflected in SharePoint online. Pre-requisites: 1. Microsoft Dynamics NAV 2016 2. SharePoint online account Purpose: The main purpose of embedding NAV 2016 in SharePoint online is to make all the NAV data available in SharePoint so that a SharePoint user can check and modify NAV data in SharePoint online itself. Procedure: Step 1: To Register Dynamics NAV as an App in SharePoint Go to the appregnew.aspx page in your SharePoint given as below: https://MyTenant.sharepoint.com/_layouts/15/appregnew.aspx where https://MyTenant.sharepoint.com is the URL of the SharePoint site. The following fields have to be entered to register a new app: Client Id: It will be generated automatically after clicking the generate button. Client Secret: It will be generated automatically after clicking the generate button. Title: Enter a unique title for the app. App Domain: Enter the host name of Microsoft Dynamics NAV web client URL for example cronus.com Redirect URL: Enter the URL of the Microsoft Dynamics NAV web client for example https://www.cronus.com/DynamicsNAV100 Click on the Create button to register the app. Step 2: Create an app catalog Go to the following link: https:// MyTenant.sharepoint.com/_layouts/15/online/SiteCollections.aspx Go to apps and then navigate to app catalog Create a new app catalog site if there is no existing app catalog for the tenant Enter a title for the app catalog and the web site address name. Also enter the administrator name. Click OK and now the app catalog will be created and will be added to the Site Collections list. Step 3: To create app in SharePoint online. Go to Visual Studio and Create a new project – App for SharePoint Enter a unique name for the project. The app should be Provider-hosted After the project has been created, remove the webapp that is created by visual studio automatically. Now go to AppManifest.xml. Replace the highlighted part of Start page link in Visual Studio (shown in the below screenshot) with the web client URL for example: https://www.cronus.com/DynamicsNAV100/WebClient/ Right click on the project and Publish the app. After the app has been published, package the app. Step 4: Upload the app made in Visual Studio to SharePoint in Apps for SharePoint and add the app to Site collections Go to the app catalog created. Click on Apps for SharePoint. Now upload the app to SharePoint. It can be done directly by dragging the app from the folder in which it is created after publishing and packaging to the Apps for SharePoint section. The app will then be copied under apps for SharePoint. Go to Site Collections and navigate to Site Contents. Click on ‘Add an app’ Click on ‘Trust it’ and then the app will be added to SharePoint. Step 5: To add a Microsoft Dynamics NAV web part to SharePoint online Go to Visual Studio and open the project that was created initially. Right click on the project and add a new item ‘Client Web Part (Host Web)’ Enter the Web part URL under ‘Select or enter the URL of an existing web page for the client web part content’ The following code illustrates how to modify the Elements.xml file: <?xml version=”1.0″ encoding=”utf-8″?> <Elements xmlns=”http://schemas.microsoft.com/sharepoint/”> <ClientWebPart Name=”ListPart” Title=”Microsoft Dynamics NAV List Part” Description=”List from Microsoft Dynamics NAV” DefaultWidth=”800″ DefaultHeight=”300″ > <Content Type=”html” Src=”https://www.cronus.com/DynamicsNAV100/WebClient/List.aspx?page=_ThePageId_&amp;pagesize=5&amp;shownavigation=0&amp;showribbon=0&amp;showuiparts=0&amp;isembedded=1/> <Properties> <Property Name=”ThePageId” Type=”int” DefaultValue=”9305″ WebCategory=”Microsoft Dynamics NAV” WebDisplayName=”Page number” RequiresDesignerPermission=”true”     />                        </Properties>                    </ClientWebPart>                    </Elements> The above ‘ThePageId’ property has been defined so that the web part page to be displayed can be modified after clicking ‘Edit’ on the SharePoint page. Change the version number in AppManifest.xml. Again publish and package the app. Now Remove the previous app uploaded in Apps for SharePoint. Drag the app again and replace it in Apps for SharePoint.g. Now Go to Site Collections and navigate to Site Contents. Click on ‘Add an app’. Go to the Site Collection where the app has been added. Click on ‘Edit’. Select Insert an ‘app part’. Select the created web part and add it. Thus, the web part will now be added to the SharePoint page. The above screenshot shows that Sales Orders List web part has been embedded in SharePoint online.On clicking a particular record, it opens the relevant page in the NAV web client. Modifications can be made above. Upon saving and closing this record, the SharePoint page is refreshed and the change is reflected in SharePoint online. Important Note:  The web part will not be embedded and displayed if the following property is present in web.config file which is present in the WebClient folder: <add name=”X-FRAME-OPTIONS” value=”SAMEORIGIN” /> Remove/Comment the above line of code in web.config file to embed NAV web parts in SharePoint online because SAMEORIGIN allows framing of the Microsoft Dynamics NAV Web client in another … Continue reading Embedding Microsoft Dynamics NAV and its web parts in SharePoint online →

Since Microsoft Dynamics NAV upgrade is available now, it is crucial for you as a company to go for it and get the update. Microsoft Dynamics NAV is an ERP software. ERP stands for Enterprise Resource Planning. Companies can increase the efficiency of their staff as well as their productivity when they use this particular ERP software.  Especially, small and medium companies can get a good return on the investment if they invest in this particular software. Here are some of the departments in your organization that is going to benefit well when you use ERP software: Dynamic 365 Finance Manufacturing Units Customer Relationship Management Dynamic 365 Supply Chains Electronic Commerce Analytics and so forth Introduction: This article explains how to change the editable fields into un-editable fields based on certain condition. In this article, we make the page fields un-editable on change of status from Open to Released. For example, the fields like No., Description etc. will be freeze when the NAV page status changes to Released. Pre-requisites: Microsoft Dynamics NAV 2017. Steps We create a Boolean field in the Global variable (Ctrl + G) in the NAV page and sets the property by clicking on (Shift + F4) of the boolean variable ‘IncludeInDataset’ to yes. This property is set to yes when the variable is used as the value of the Editable property, enabled property, visible property or StyleExpr property. Now we select the fields of the NAV which needs to be changed to un-editable and set the enabled properties of the field to the Boolean field name. Now in the C/AL code (F9), in the ‘OnAfterGetCurrRecord’ we place a condition that if the status is Released then the Boolean field ‘fieldeditable’ is set to false this will freeze the fields and only if the status is open the ‘fieldeditable’ will be set to true. By default the value of the boolean variable is true. Below is the screenshot of the NAV page with status open. Below in the screenshot , the approval status is ‘released’.

Use case:  Let’s say there are multiple service providers (SP) who are on CRM platform and send out the data to single repository Target which is also a CRM system. Based on certain validations and Business logic, the data that is sent from SP can be accepted or rejected. In this case the repository CRM system needs to communicate back to service provider about the status of their data submission. We are using Scribe Insight as the middleware or Integration tool. So how does the Scribe determines, the message that is sent from repository CRM is intended for which service providers CRM? This is done using Scribe Publisher. What is Scribe Publisher? Scribe Publisher is a component in Scribe console that produced XML messages based on real time triggering events. Example: If an account is created or updated in CRM then it will trigger publisher to generate XML message. This XML message is then forwarded to Scribe In Queue. This message is then processed by Integration process. Integration Approach: To integrate between a single CRM source to Multiple CRM instance as Target. Data needs to be pushed correctly to Target CRM instance based on a value of the data field in the source CRM. Create a CRM Publisher with same entities published multiple times. Each time it will be process based on the source field value and will output the message to Scribe In Queue with a different message label. Create Multiple DTS each with different Target CRM, where the data is intended to be pushed. Create Integration Process (IP) with this DTS and each IP will process the message based on the specific message label. In the above screen capture, publisher will generate XML message whenever a new account is created or existing account is updated. However based on the value of the field that holds the data for the Target Service Provider (In above example – “description” field in repository CRM holds target CRM of which this account belongs to), publisher will publish a message with different message label. (FromSP1_account.xml, FromSP2_account.xml etc) These messages come to Scribe in Queue. Integration Process can be then created that will consume these messages based on their message label. Above Integration was tested on Scribe Insight version 7.9.2.

ERP means Enterprise Resource Planning. So many companies are creating ERP software these days. Microsft Dynamics is a product from the world’s leading company Microsoft. Dynamics 365 for Finance and Operations is one of that ERP software that can help companies (Small & Large) to streamline their finance and operations departments so that they can become efficient.  The price is affordable, and once you install it, using the software is quite easy. There are some of the best features that this ERP software offers. You need to take the time to understand how to use this software to do things much quicker. If you are the employer, you should plan on organizing training sessions so that people can understand how to use it. Microsoft Dynamics 365 for Operations supports Direct delivery to customers. With direct delivery, sales orders are delivered directly from the vendor to the customer without physically entering your company’s inventory.  This type of delivery saves delivery time, labour cost, and inventory carrying costs, reduce transportation cost because you do not hold the products in your warehouse before you ship them to the customer. Below is the procedure to send ordered products directly to the customer from the vendor. 1) Open Sales and marketing > Common > Sales orders > All sales orders. Or Accounts receivable > Common > Sales orders > All sales orders. 2) Click Sales order in the New group of the Action Pane to create a new sales order. 3) In the Create sales order form, select Customer account and then click OK. 4) In the Item number drop-down, select Item. Enter quantity in Quantity Field. Specify all other information which is required. 5) Click Direct delivery in the New group of the Action Pane. 6) Then Direct Delivery form will be opened. If Vendor account number specified on item then it will automatically come on Direct Delivery form otherwise you can select or change it manually. Select the Include all check box if you want to create direct deliveries for all the sales order lines in the form. You can also select individual lines by clicking the Include check box for each sales order line and click OK. 7) Once Purchase order is created you will get below Infolog on screen Automatic purchase creation Vendor account: XXXX Purchase order XXXXXX has been created. And also you can see Purchase order number on Sales order line details in reference number field. 8) Open Purchase order, Click Header view in the Page Option group of the Action Pane, and then click the Address FastTab. You can see Customer Delivery address which came from Sales order form. 9) Now confirm the Purchase order and Post the Product receipt. 10) Once Product receipt has been posted then Purchase order status will be changed to Received and Sales order status will be automatically changed to Delivered. Conclusion: By using Direct delivery functionality you can create deliveries directly from vendors to customers, reducing delivery time and order administration.

In this blog article, I will explain about the new updates of Power BI related to New Quick Calcs, Word wrap on matrix row headers and X-axis & Y-axis font size control. New Quick Calcs: Percent of row total & percent of column total In this Power BI update, they are introducing two new Quick Calcs. These are as follows: Percent of row total Percent of column total Under the field pane -> right click on value field -> Quick Calc. Then, under Show value as, you will see Percent of column total and Percent of row total If you convert a matrix visual with one of these new Quick Calcs, the calculation will convert these totals into a percent of grand total. Example: In below figure Cost column shows the cost for sub category. After applying the Quick Calcs as Percent of column total the matrix is looks like follows: Word wrap on matrix row headers: In earlier update, the word wrap was added for table header only but now it’s added for matrix row header as well. You will see the Word wrap toggle under the Formatting pane -> Row header card -> Word wrap. Once you turn on word wrap, the row headers will word wrap to fill the space they have. X-axis and Y-axis font size control Earlier we were not able to control the font size of X-axis and Y-axis. But now we can control the X-axis and Y-axis font size. Now you can find the text size slider under the X- axis and Y- axis card in the formatting pane. After changing in font size of X- axis and Y-axis.  

Overview: You’ve been using Dynamics CRM 365 for your organization. And there is a need to make the information stored in your D365 accessible to your customers in a user-friendly interface. That’s where Microsoft CRM Portals come into play! Previously owned by ADX Portal, D365 Portals are now available Online. With each D365 Plan 1 Business Application subscription, 1 Portal Add-On is provided for free. Users can access portals by signing into the Portal. Users are stored in Dynamics 365 in the form of Contacts. Customers are invited to the Portals by Invitation method. Upon creating and account / redeeming an invitation, they can manage their own profile. Setting Up Portals You can setup Portals from the Office 365 Admin centre. Here is how you can do that: Navigate to the Admin area in Office 365 and on the left-hand pane, scroll down and expand Admin section. In the D365 Admin area, select the instance you want to enable the Portal on and click Solutions. (The same can also be installed from the Applications tab in the Dynamics 365 Administration Center.) Once inside solutions, select the Portal you want to deploy for your organization. It takes about a few minutes to install. Once this is installed, you can check the Applications tab and the Portal installed will appear there for you to manage. All the Portal actions can be administered from here (Manage option). Sample Customer Self Service Portal: Types of Dynamics 365 portal There are 4 types of Portals that could be setup using the free add-on with each D365 Plan 1 subscription: Custom Portal Custom Portals come with minimal set of pre-defined page templates where you can start creating a Portal of your own per your tailored needs. Customer Self-Service Portal Customer Self Service Portal is used by the customers of the organization. This portal is their own space of use where they can login and view as well as register their own support cases and manage the same. Along with that, Knowledge Base can be accessed and Forums topics can be started on this portal. Partner Portal Partner Portal enable business partner to build business by working on Opportunities of your organization. Community Portal Community Portal serves to grow a community of people by sharing ideas, voting them and starting forum discussions about a certain topic.

Dynamics 365 for finance and operations which is earlier known as Dynamics AX is nothing but Microsoft’s flagship ERP solution. Small, medium and large companies can use this ERP suite to become efficient and to streamline their processes. It is an application that helps companies stay flexible. There are so many excellent features in this particular software that will help users become a lot more efficient than they were before.  Since it is a cloud-based, and all the changes that occur in it are real-time. Teams can work with team members that are working across the world with ease. New users might struggle with a few aspects such as creating service orders from the sales order when they are using X++. In this blog article, we will see how we can create Service Order from Sales Order using X++ in Dynamics 365 Operations. I have created a button in Sales Order form which will run a class (MenuItem – Action) to create Service Order Header. Create a new Class: class CFSServiceOrderCreateFromSalesOrder { SMAServiceOrderTable serviceOrderTable; SMAServiceOrderLine serviceOrderLine; SMAserviceTaskRelation serviceTaskRelation; SalesTable salesTable; } Create a main method: public static void main(Args _args) { Args serviceOrderTableArgs = new Args(); CFSServiceOrderCreateFromSalesOrder serviceOrderCreateFromSalesOrder = CFSServiceOrderCreateFromSalesOrder::construct(); ttsbegin; //Call to method createSMAServiceOrder() for Service Order Header creation serviceOrderTable = serviceOrderCreateFromSalesOrder.createSMAServiceOrder(_args.record()); ttscommit; //Infolog to display service order id if service order created else failure message if(serviceOrderTable) info(strFmt(“ServiceOrderHeader created with ID: %1”, serviceOrderTable.ServiceOrderId)); else info(“ServiceOrderHeader creation failed”); } Create SMAServiceOrder() method: This method is used to create a Service Order header record. public SMAServiceOrderTable createSMAServiceOrder(SalesLine _salesLine) { //initialize SMAServiceOrderTable serviceOrderTable.initvalue(); //Initialize Service Order ID NumberSeq NumberSeq; NumberSeq = NumberSeq::newGetNum(SMAParameters::numRefServiceOrderId(),true); serviceOrderTable.ServiceOrderId = NumberSeq.num(); serviceOrderTable.CustAccount = _salesLine.custAccount; serviceOrderTable.ProjId = _salesLine.ProjID; //display Customer Name as Service Order Description serviceOrderTable.Description = CustTable::find(_salesLine.CustAccount).name(); //insert Service Address serviceOrderTable.updateCustAddress(); serviceOrderTable.insert(); return serviceOrderTable; } So, this will create a Service Order Header from Sales Order. Let me know your reviews. I will soon come up with more articles, as I further explore D365 Operations.  

Dynamics 365 for finance and operations is a product from Microsoft. It is an ERP or enterprise resource planning software. Both medium and large companies can benefit from using this ERP solution. Companies can streamline the processes in the finance and operations functions. You will get a detailed view of what’s happening in departments such as warehousing, manufacturing, finance, budget planning, IT, demand forecasting and transportation to name a few.  It is very easy to install and use this ERP solution. But, if you are a new user, you might struggle initially as you do not know how to operate the system and to get what you want on it. For example, you might not know how to import the budget using excel in this application. Dynamics 365 for Financials has a feature of defining Budgets for chart of accounts. The budgets can be defined in a multiple combination using dimensions and periods. Generally, companies have a huge list of Chart of Accounts and it becomes difficult to create budget for each chart of accounts in the system. Thus, Microsoft has provided a tool to import budgets in Dynamics 365 for Financials using Excel. Following are the steps to import budgets: In the global search, search for G/L budgets and click on it. Click on new to create a new budget. Provide a name & description to the budget and then click on Edit budget. Once the budget is created, go to Action tab and click on Export to Excel. On clicking of Export to excel, system will ask for Start date, No. of periods in budget and Period length. This data will be useful to design the budgets. (For e.g. Starting from 1st February 2017 I need to create a two-monthly budget for petty cash, then I will select start date as 01/02/2017, no. of period would be 2 and period length would be 2M). Once OK is clicked, an excel file will be downloaded in the system. Open the excel file and put the amount against the respective ledger and save the file. Once the file is saved, click on Import from Excel in the Action tab. The system will ask the Budget name which will be the newly created budget. There are two options available either to replace entries if there are any entries created previously or to add new entries if the user needs to append already created budget. On clicking of OK, the system will ask the path where the excel file is stored. After providing the path system will automatically either replace or add entries to the budget (depending on the option selected). Conclusion D365 for financials is a very good product for Small and medium size enterprises. The import budget features can become a very effective tool to design complicated budgets in the system within very less time.  

In this blog article, I will explain you on the new web part which enables SharePoint authors to embed Power BI reports directly in SharePoint Online pages with no code required. Below are the steps to connect over SharePoint Online: Publish your Power BI report to your Power BI account Get the URL to the report Add the Power BI (preview) web part to your SharePoint Online page Paste the URL of the report when prompted To finish, save and publish your page! As per below screenshot I have one Reports publish on my Power BI account, so at report level in the File menu we need to select “Embedded in SharePoint Online” option. One Pop-up window appear for the URL which we need to copy for the SharePoint online site. Now login to your company SharePoint Online account. And create new page inside of existing Page or Separately. As per below screen shot click on “+” sign and select Power BI option, after clicking new report window appears. So, when you click on Add Report button, you found one window appears on left side where you need to paste that powerbi URL inside of first block. And it will automatically detect all the reports related to that Power BI account. Power BI reports appears inside of SharePoint Online account as below. You can also share the same Reports to other colleagues inside of organization.  

Companies that want to become efficient should choose to adopt an ERP solution into their systems. Only then they can provide the best customer experience to their valuable clients. Microsoft Dynamics NAV is an enterprise resource planning application that helps companies to not only become efficient but to successfully mitigate losses. Once, you select the package, the ERP system providers will come and install the software and provide the necessary training to your staff so that they work efficiently.  New users will take some time before they get used to the system. Doing certain tasks might seem to be difficult in the beginning. For example, creating a new database in NAV 2017 might seem like a mammoth task. Here are details of how you can do it.  Introduction: Generally, when we install NAV, a default Demo database is always created in the Microsoft Dynamics NAV Development environment. In this blog, a new database is created thus, the developer can use two or more databases in a single NAV Development environment. Pre-requisites 1. Microsoft Dynamics NAV Development Environment 2. Microsoft SQL Server Management Studio. Steps In the Microsoft Dynamics NAV Development environment, Click on file then database and New. A new window opens, enter the database name of your choice and then click on OK. This creates a database with limited number of table objects starting from number 2000000004 i.e Permission set. Here Upgradation Database is the name of the Database Open the Microsoft SQL Server Management Studio as Administrator, navigate to the Demo datebase then navigate to Tasks and select Backup A new window opens, and click on Add button to specify the backup path Click on the button highlighted in the above screenshot, a new window opens, locate the database file and specify the file name and then ok. This will take the backup of the specified database. Now go to the new database created, in this example the database name is ‘Upgradation Database’. Navigate to task then restore then database. Now select device radio button in the source, click on the Assit edit button. Select the folder and select type as All Files. Select the Option and check the overwrite and close existing connection to destination database and then click on OK. Thus, using the above given steps a new database is created with all the standard objects. To access this database from the front end we need to create a server instance in Dynamics NAV Administrator and link it to the newly created database. In the Microsoft dynamics NAV Administrator, right click on the Microsoft dynamics NAV(Local) and select Add Instance. Here Specify the Server Instance name and enter the unique port numbers and click on OK. This creates the server instance. Now to link it to the database, click on the server instance, click on the edit button and scroll to Database fast tab. Specify the Database name and click on save. Now Click on stop and start the services for the Microsoft Dynamics NAV server instance. Open Microsoft Dynamics NAV 2017 front end and click on select server and specify the server instance address and click on tab, the available companies will be displayed then click on OK.