More truth about the future of NAV

After the first day of Directions NA, there are a lot of confusing posts about the future of Dynamics NAV and Dynamics 365 for Financials. I don’t know why, because Marko Perisic was clear about all details.

The first well known products are not canceled. This is just rebranding and it means we will still have products with the same features (and lot of new features) as old NAV (and Dynamics 365 for Financials). Now we will just have one common platform for both of these old products and with the same name – Dynamics 365 ‘Tenerife’ (currently code name). We will have this product on cloud and on-prem (as old NAV). If partners want to deploy NAV on Azure, they will not use their own infrastructure and instead of that, they will use this product as SaaS. But what is the best for partners, they can make project based customizations on cloud as well as on-prem. And this is amazing.

NewD365

About other Apps, we can license Apps as we want to use and we will be in situation to make combination of Apps from old BE or EE solutions. And of course we will pay per feature and per named user. And I must to be honest, maybe we still don’t have all details about licensing and this is one of the most important reasons, why this product is not published just now. Product is already finished, but we need to wait the final adjustments about licensing. This will be on the first place, because Microsoft wants to encourage partners and clients to use cloud solution as more as possible. This is the most important strategy. But all clients can continue to use on-prem solution if they insist. But Microsoft will make much better offer for cloud solution. And we need to be patient to wait the final decision.

New product will have new modern user interface, almost the same as other D365 products and this will be very important for future customers, because they will have the same filling working in different Apps.

And yes, we need to wait until the spring for the new product, but I cannot see some specific issue, because we can continue to implement NAV. If we customize NAV 2017 using extensions and VS Code, it will be very easy to transform these implementations to new solution the next year.

And yes, we can continue to use CDS for integrations, PowerApps, Flow, PowerBI… All of these will be used with the new product as well. We can continue to publish Apps on AppSource, because this service will be continue to use and it will be much more improved. And one more yes, on the closing session, Marko announced that he and his team accepted the most important feedbacks from partners. This is encouraging message for all partners who are afraid from any reason.

Of course, partners will need to change their business models in some parts, more or less, but this is normal situation in whole business. Personally, I’m happy with all new announcements and I think R&D team made a good job.

Advertisements

Summit EMEA 2017 (NAVUG, AXUG, CRMUG)

For the first time in the last 10+ years, I was on the conference with NAV topic, but I didn’t spend whole time on NAV sessions. This time, on Summit EMEA, I wanted to hear as more as possible about all news in Dynamics world. Because of that, I was on AX, CRM and PowerBI sessions as well. Of course, I was on a few NAV lectures.

Summit

In NAV world, there were a lot of interesting topics about the best practices in functional and technical areas. From my perspective, the most interesting sessions been about integration with PowerBI and Extensions, but this is my subjective opinion. Generally, in NAV world, we didn’t have some news and probably we need to wait this fall to get something new.

On the other side, I attended on a few AX and CRM sessions and it was interesting for me. The first because I’m not so experienced in these areas and the second, because they have some news. In the AX world, Microsoft announced AX on-prem (actually AX with “local data”); we use this “local data” expression because we have company data on a local, but LCS is still in the Azure. Presentations about this topic were really interested. An on the end, Amsterdam was awesome – a true host.

Amsterdam

As the conclusion; the amazing conference with a more than 1000 participants, mostly from user’s side and the great content. The great opportunity for networking… again I met a lot of interesting people. The next one will be in one of the next cities and I will be there for sure:

NexdtYear

What would you like for the next year? Where should you go: Belfast, Dublin, Barcelona, Copenhagen, Glasgow or Amsterdam again?

And of course, in the next few days, I’ll publish more details about content if you are interested.

Dynamics ERP and CRM Continue Together

I didn’t write a blog for a while, but these few days I’m on eXtreme 365 conference and I decided to share some observation. For some time, since there is a Dynamics 365 product family, we created a closer collaboration between ERP and CRM products. Generally, it was mostly based on technology.

But now, I see the next steps. First, more and more ERP partners try to learn more about CRM and the same situation is with CRM partners and ERP knowledge. Now, I’m at eXtreme 365 conference that was originally CRM conference, but from this year this is not only CRM conference. We have a lot of sessions about D365 for Financials, D365 for Operations, Common Data Service, PowerApps, Flow… And as I see, there are some NAV partners (and MVP’s as well J). Also, I saw announcement for Directions this year and there is a same situation, this will not be only NAV event and we will have CRM sessions as well.

IMG_1849

This is very important, because all of use started with thinking that we need to continue with both products together. And this is a huge opportunity for partners. This is opportunity for upselling and if they know both products they will be better on a market.

And about a conference. Great conference and great opportunity for networking. This is the first time I’m on some big conference that was not originally NAV conference and this is the great opportunity to see some new people, sometimes with different attitude. I also met some friends from a NAV world here and I can say this is a great mixture. I’m expecting something similar on Directions as well.

OK, in some next posts I’ll write more about some news with these products, but for sure we can expect more and more news in this world in next few months.

Microsoft Dynamics 365!

Today, Microsoft published story about Microsoft Dynamics 365 on Partner Source and on their blog. And in the same moment, they’ve also published Microsoft AppSource. What is this?

MSDyn365.jpg

Microsoft says that this represents the end-to-end intelligent business applications in the cloud and it will be worldwide available in the fall of this year. Generally Dynamics 365 will bring the best of Dynamics ERP and CRM solutions and currently it is based on Project “Madeira” (but not only; we can expect the enterprise edition of Dynamics 365 based on AX) and CRM Online, but not only on them. It will provide the main business processes as Finance, Sales, Customer Service, Field Service, Operations, Marketing and Project Service Automation.

And even more. This is not closed system. This system is natively integrated with big data and IoT, Power BI, Cortana Intelligence, Microsoft Flow,… everything what you need and when you need. Classic Software-As-A-Service story, but very advanced. I think I don’t need to spend my words about integration with Office 365; this integration will be extremely deep (you already saw just a part of this in my previous article about using “Madeira” with Outlook).

Dynamics365.jpg

And of course, if you want to know something more about it, the best is to attend on WPC during the July. Microsoft will provide three session about this new solution. You can also see more about it on Summit this year (Scott Guthrie will speak about it) and I hope on Directions.

You can expect more from me about this soon. But this is just small the first introduction about new solution in the family; remember this name – Microsoft Dynamics 365.

Microsoft Envision – The Final Countdown

Registration for Microsoft Envision 2016 starts in only 2 days. This first Envision conference will be really impressive with nearly 300 sessions. After registration, conference will start in Monday – April 4th. You can find a really imposing agenda here with the main keynote prepared by Satya Nadella. All topics will be business oriented and they will cover almost all business activities (manufacturing, financial, retail, government…).

All sessions will be grouped on the following way:

  • Keynotes
  • General Sessions
  • Presentations
  • Theater Sessions
  • Panel Discussions
  • Envisioning Sessions

Of course, a lot of these sessions will be dedicated to Dynamics world and I hope NAV will be cover as it really deserves.

If you’re a business leader who is charged with making or influencing key business decisions within your organization, you just need to be here. You’ll find a depth of resources here that will help you not only come away better positioned for your future, but help you discover how to take advantage of solutions today that will deliver immediate results to your business.

New Orleans.jpg

If you didn’t plan to go, you still have time to change your mind; open registration form and only few clicks… New Orleans is waiting for you.

How to Run NAV 2016 Integration with CRM Online

In my previous article, I described how you can register your trial CRM Online subscription. Now, I suppose you want to test new feature in NAV 2016 – enabling natively integration with CRM Online.

We can do in on following way. Before we start with integration, we should enable encryption in Data Encryption Management page. After that, to configure connection in NAV 2016, open “Microsoft Dynamics CRM Connection Setup” page and type your Dynamics CRM Online URL you already registered (https://YYYYYYYY.crm4.dynamics.com), your username (full YourAccount@XXXXX.onmicrosoft.com) and password.

Now we need to test the connection settings. We can do it running Test Connection command on ribbon. When we run it, NAV will try to establish a connection to the Dynamics CRM server and if the settings are valid and a connection can be established, a message appears that states the test was successful. If everything is OK, then we need click in Enable check-box.

NAVCRM1

After you configure all these fields, you need to click Yes to make synchronization between CRM Online and NAV. After synchronization is finished, the connection to CRM Online is configured and CRM integration is enabled.

NAVCRM2

Now, you can configure some additional fields if you want. I suppose to use help for this (but I’ll write about it in other articles). And on the end, if you want to disable CRM integration, you only need to uncheck Enable field.

How to Create CRM Online Trial Subscription

I suppose all NAV people have already heard that NAV 2016 has natively Dynamics CRM Online integration. This is a really great feature in new NAV release. Probably most of you want to try how it looks like. If you don’t know how to create your trial CRM Online subscription or didn’t try it, this article is for you. I want to show you how to do it, step by step.

First open this web page. On this page, in upper right part, click the “Sign In”. You have to type your Office 365 account.

CRM1

Now you need to confirm this order to get Microsoft Dynamics CRM Online Trial with 30 day subscription for 25 users. After you confirm it, you will open your Office 365 Portal. You will see new e-mail with all instructions and I suggest read it. Click on Login and choose Admin.

Go to your Active Users on portal and add CRM license to you and your other users. You can do it clicking on Edit > Licenses > and check “Microsoft Dynamics CRM Online Professional”. Click Save.

Now you need to choose your CRM App, enter your domain name you already registered (*.onmicrosoft.com) and click “Continue Setup”.

CRM16

You can find potential issue here. Maybe you will not see it, but it is possible. If you get the following error message, try do to next step:

You are not a member of this organization. You (YourAccount@XXXXX.onmicrosoft.com) do not belong to the organization YYYYY. Verify the organization name and try to sign in again.

Resolution: Click the “Sign Out” button on the page that you see the error on. Then log back in with the correct login to access your Dynamics CRM Online organization. This is because the cookies that are used in the Internet Explorer browser sessions are trying to use your previous credentials to login.

Then, you should confirm some details about your language, country and currency. Then click the “Finish” and you can start “get started video”.

And… You’re in! Click on your CRM Online URL you’ve got on this page (copy this URL because you will need it later and for integration with NAV 2016). Now you’ve opened your CRM Online and you have to assign security roles to the new user. You can do it clicking Assign Roles button on the top of the screen.

CRM15

Now, assign security roles in CRM so this user can access your Dynamics CRM organization.

You can use your 30-days trial Dynamics CRM Online subscription. In next article, I will show how you can connect your CRM Online subscription with your NAV 2016.