Run D365 Business Central for the first time

atotovic Dynamics 365, Microsoft Dynamics NAV , , , , , , , , ,

When you run your Dynamics 365 Business Central for the first time, you will see new refreshed Web Client. Well, I think we will get some more small features soon (but just small polishing). Anyway, everything is easy for navigate and everything is exactly where you expect to be. And everything works very smoothly. I think the first what we can see are the messages in the left part of screen, with the most important information (the first will be “Good afternoon…”, but after that information).

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Now we have a main menu on the top of the screen. Depends what we choose, we will get submenu just below the first row. Again, depends of the number of commands, we will get just one or more rows.

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But we also have a lot of the most important actions on the right side of the page. Then we can see information and tiles in the activities and there are ordered noticeable. If you click on ‘See more’ or on some tile, you will open additional information (the same thing s with the large message on the left top part of screen).

We can also find “Product videos” and “Get started” links. On “Product videos”, you can find a few interesting videos about product, but more interesting is “Get started”. OK, we can find some educated videos again, but we have something more interesting – Role Centers link. With this, we can Explore different business roles features.

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If you run it, you will get new window where you can choose all available role centers as an option and see what features are covered with each of them as the main menu structure (for each of them, you will see small tooltips with the basic information). And even more, if you click on Continue, you can change your role center; and again you don’t need to make logout/login, because system will change your role center automatically.

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Of course, you can change your role center using ‘My Settings’, but guess… you will run the same page as I already showed. Really good user experience.

Then, when you run some page, from menu… for example customer, you can choose if you want to unpin the top menu… just to get little more space. Of course, you can chose the view type and so. But everything is so modern and provides really good experience.

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OK, this is just beginning. This is still not even the first impression. But I don’t like to write so big texts. I’ll continue soon with more details.

D365 Tenerife is Dynamics 365 Business Central

atotovic Dynamics 365, Microsoft Dynamics NAV , , , , , , , , , ,

I didn’t plan to write this article before keynote on Directions ASIA, but two days before it, it is announced – new SaaS solution, previously known as code name Dynamics 365 ‘Tenerife’ is named as Dynamics 365 Business Central. This news is published today by Alysa Taylor (General Manager, Business Apps & Strategy) here in blog.

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Dynamics 365 Business Central (it is interesting that only this solution hasn’t ‘for’ in its name) will be available in first 14 countries from April 2nd and it will continue one of the most successful customer base with more than 160.000 customers. This solution also has new refreshed Web Client and many other interesting features.

If you want to find more information, you can run official D365BC page, where you can find new licensing model and new prices as well.

We will have two different packages of features with different price range:

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I will try not to copy already published blog and wait on another news in next two days. And just not to forget, Dynamics 365 Business Central has new logo:

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Dynamics NAV and GDPR

atotovic Dynamics 365, GDPR, Microsoft Dynamics NAV , , , , , , , ,

A few days ago, Microsoft published Whitepaper about GDPR regulations and NAV as well as package of new Cumulative Updates where the first part (DataClassification property) on these changes were implemented.

Day after this was published, we could find a new article with more details how to work with classified data and new DataClassification property in tables and fields.

I don’t want to retype all these details, because you can find all these information on NAV Team blog as well as complete documentation about data classification. I’ve just wanted to spread a word. Again, all details about new CU’s and how to implement GDPR requirements can be found on a NAV Team blog.

Waiting Directions ASIA

atotovic Dynamics 365, Microsoft Dynamics NAV , , , , , , , , , , , ,

Today is Sunday and I’m seating on the airport waiting my flight to Bangkok. I just few days Directions ASIA 2018 will start. This time, it will be one of the most important conferences in Dynamics NAV world.

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Why it will be so important? On this conference we will see the new product with still code name – Dynamics 365 ‘Tenerife’. As we already know, this solution will be full Dynamics NAV on a cloud as full SaaS solution. But we will get the same on-prem product, with the same code base – Dynamics NAV 2018R2. From my point of view, I’m primarily waiting SaaS solution and I expect it will be much more significantly for Dynamics world. In this moment I don’t want to write anything about news in this solution, because we will get officially information in only few days. I’ll be there and I’ll publish the most important news announced on Directions.

Also, we will see some news from CRM world (Sales and Marketing), especially from SMB area. It will be very important in the future of business applications, because we can offer common solutions to cover all requirements in specific companies.

eXtreme 365 and D365 ‘Tenerife’/NAV2018R2

atotovic Dynamics 365, Microsoft Dynamics NAV

One week after Directions ASIA, eXtreme 365 conference will be held in Dubrovnik (Croatia). eXtreme event is primarily oriented to CRM, but also to other Dynamics solutions. We will have very interesting lectures about Dynamics 365 for Finance and Operations, Dynamics 365 for Talent and Dynamics 365 ‘Tenerife’ and Dynamics NAV 2018R2.

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This time a few words about Dynamics 365 ‘Tenerife” topics. I’ll have two sessions about this solution and it will be the first time presented in Europe, after premiere in Bangkok.

My first session will be: What’s new in Dynamics 365 ‘Tenerife’ and it will be held at Tuesday (March 20, 2018) – 10:30AM-11:45AM.

My second session will be: Dynamics 365 ‘Tenerife’ – Real World Integrated Solutions using Business Cloud and it will be held at Tuesday (March 20, 2018) – 3:45PM-5:00PM.

After my sessions, you can go to see the session: How to synchronize Dynamics 365 For Sales with Tenerife Using Native Tools and Dynamics Translation Service. Of course, there will be a lot of very interesting sessions with different and similar topics.

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See you in the beautiful Dubrovnik.

Dynamics 365 for Marketing – Check for Errors

Marko Totovic Dynamics 365, Microsoft Dynamics CRM , , , , , , ,

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.

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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. 🙂

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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.

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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.

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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.

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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.

Dynamics 365 for Marketing Public Preview

atotovic Dynamics 365, Microsoft Dynamics CRM , , , , ,

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:

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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

atotovic Microsoft Dynamics NAV , , , , , , , , ,

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.

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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

atotovic Microsoft 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.

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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.