Dynamics 365 for Marketing – Check for Errors

As I’ve already wrote, Dynamics 365 for Marketing Public Preview has been announced. Also, in my previous blogs I wrote about Click Dimensions Marketing solution for Microsoft Dynamics 365 for Sales, and this time I want to take an opportunity to show you something new in this new D365 for Marketing Public Preview solution.

I have been testing Dynamics 365 for Marketing for a while, and I’ve found one interesting feature named as ‘Check for Errors’. This feature looks like really good functionality because you can check if everything is fine with your Marketing Customer Journey, or Email Template, or something else before you go live with it.

Check - GoLive

Checking process will take only a few seconds, and until this checking done, you can’t do any other thing, but still it is only a few seconds. 🙂

Error 1

After system has checked your configuration, it comes with even better things. As the first, system shows you a notification bar where you can see where to look for an error.

Error 2.PNG

After going to the place where error is, the system will show where your error is placed, or if there is a few more errors you will see the places where they are, as in my example.

Error 3

In my example I have one error in two campaign parts. With going to the properties of each campaign part, you will see exactly where you did a mistake.

Error 4.PNG

After testing a little while Dynamics 365 for Marketing Public Preview, I’ve found this interesting thing, and I wanted to share it with you. This shows that the new Dynamics Marketing app is very interesting for using and testing.

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Dynamics 365 for Marketing Public Preview

Few days ago, Dynamics 365 for Marketing Public Preview finally has been announced. For those of you who already attended on some of Dynamics events, this was expected moment.

If you want to try it, go to this URL: https://trials.dynamics.com/Dynamics365/Preview/Marketing and you just need to use work email and phone number for verification:

D365M1

The second step will be accepting trust to the Microsoft CRM Services as publisher…

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When you finish registration, you will get the main Dynamics 365 for marketing landing page:

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Now, you have possibility to run ‘First time setup’ and finish this configuration and continue to work with this app after that. In the following texts, we will write more about them.

The main features covered with this App are:

  • Multi-channel campaigns
  • Lead management
  • Sales and marketing alignment
  • Marketing analytics
  • Event Management

Counting Named Subscription Users in NAV – 2nd part

In my previous post, I tried to explain how to handle with named users in NAV. But I’ve got a few feedbacks with some additional questions I didn’t cover in this text.

The main question was what if I want to stop to use some account temporary, for example because sick leave or vacation or something similar? In this case, we can disable this user.

DisableNamedUsers

When you try to login the next time, you can see system will not count disabled users. Then you can decries number of users for some period. When your user come back, you need to increase number of users in your license and just enable this user.

Second very important topic is that you must to know when you buy for example 3 subscription users, you will get 5 (you will get 2 users for free, but with limited usage). This is because 1 user is for intended for partner work and 2nd users is for external accountant, but remember an EXTERNAL accountant. You need to create them on beginning to avoid misuse of license rights and use it for internal processes.

And on the end, if you already have the maximum number of full users and want to create new limited user, because you have licensed more limited users, anyway you will get message that this is not possible because the new user don’t meet the terms of the current license.

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This is only because of that, Full User is default user. You just need to change License Type option to Limited and it will be OK.

Counting Named Subscription Users in Dynamics NAV

Waiting Dynamics NAV as full SaaS solution (Dynamics 365 ‘Tenerife’), a lot of partners are deploying NAV on Azure with subscription licenses. Subscription license has much better price in comparison with perpetual model, even from only BREP.

But we have a small difference here. In perpetual licensing model, users are concurrent, but n subscription model, users are named. Because of that I’ve got a lot questions how system count these users and prevent bigger number of users from licensed.

Generally, this is very easy. NAV counts number of created users and compare it with your subscription license. That moment, when you try to create new user, more than you have licensed, system will stop you.

##1

As you can see on the previous picture, I’ve got a message that creating this new user will not meet the terms of the current license. OK, it works. That means if you want to change user, you need to delete old one and than create new one.

But in subscription model, you can change number of users monthly. What if you had in one moment, because of business needs, more licensed users and now you scaled down number of users? In this case, when you try to log in, system will show the following message:

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That means with current license and number of users, you are not legal. But if you press OK, system will allow you to log in. But every time when you try run NAV, you will get this violation message that shows you are not legal.

Dynamics 365 for Talent availability per countries

In my previous blog post, I hope I make a licensing process closer to you, but now when you know how to calculate price for licenses and you can start with selling process, question is where you can do it. In what countries?

Regarding this question, I can prepare two different answers. One is answer about officially availability per countries where it is possible to sell product and second answer is a new question; can we sell if we don’t have localization (in this case translation).

Product is available in 138 countries in this moment: Americas 30, EMEA 88 and Asia Pacific 20. This is the mast full list I have (but this list will be updated):

Talent1.PNG

If you have a demo environment, you can go there: System administration > System settings and check all available languages in System language field. In this moment, we have available the following 42 languages: Arabic, Czech, Danish, German (DE, AT, CH), English (AU, CA, GB, IE, IN, MY, NZ, SG, US, ZA), Spanish (ES, MX), Estonian, Finnish, French (FR, BE, CA, CH), Hungarian, Icelandic, Italian (IT, CH), Japanese, Lithuanian, Latvian, Norwegian, Dutch (NL, BE), Polish, Portuguese (BR), Russian, Swedish, Thai, Turkish and Chinese (Simplified). This is not small number of languages, but we still need more, and I hope we will get them soon. On the other side, if you are going to Attract or Onboard apps, you can find, these apps have much more languages; if I count well, there are 61 languages. It would me nice if we have minimum all these languages in HR core.

Talent2.png

I hope this amazing product will be available in more and more languages.

Licensing in Dynamics 365 for Talent

In a last period, I’ve got a lot of questions about how to make a proper licensing for Dynamics 365 for Talent. As it is a new solution, it is understandable. As I’ve already wrote a few articles about this product, I think I can help with some answers.

The first and very important, all users in this solution are named users. And if we speak about HR core part, we have two different user types and you can buy them on two separate ways. We have Full Users with total access to all HR core application and we have Team Members with very limited access (mostly, but not only for read tasks).

As I mentioned Full Users (Talent Users) can be bought on the following ways:

  • as a regular Talent User (you must take minimum 5 users) for 40 USD
  • buying Dynamics 365 for Finance and Operations, i.e. you will get full Talent Users buying Unified Operation (for 190 USD) or full Dynamics 365 Plan (for 210 USD); in both cases you will get much much more than just Talent, but Talent will be part of your completely system.

TalentLicense.PNG

If we are speaking about Team Members, you can buy them for 8 USD, but again you will not get only access to Talent with them, but also to all other Apps in Dynamics 365 package. As I mentioned, Team Member are not limited only with read rights, because you can use them for example as employee for Employee Self Service.

OK, but this is not the end. Recently, Microsoft announce two additional AI Apps for Talent (Attract and Onboard) and that means if you want to use them, you first must be a regular Talent User. Then, you can subscribe them. Price is 8 USD for each of them separately or if you want both, price will be 12 USD in total.

And again, this is not the end. Actually, it doesn’t mean it must be the end. Why? Because if you want to customize something. As you already know (I hope), this App is full SaaS and you cannot just open a code and change it. If you want to change something on forms and similar, you can do it using PowerApps. In this case person who will make these customizations must have PowerApps Plan 2 (40 USD) license, but other users who will use these forms, have to have minimum PowerApps Plan 1 (7 USD) license. That means, not all users, only these who will use these new features. And just to know, if you are buying some Dynamics Plan, you will get PowerApps for free.

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And again, it is similar situation if you want to use PowerBI for additional reports or Flow for additional workflows.

I hope I covered all models of licensing here. But just keep in mind, it is possible to be some changed, because it is a new App in Dynamics 365 family and with new releases, it is possible to be some changes. And I didn’t mentioned, but just to be sure: all pries are on monthly basis.