NAV 2017 Official Release Date and News from Directions

I’ve finished with a first two days on Directions NA. Both of these days I had sessions and I couldn’t prepare this article earlier. I wanted to say a lot, but I couldn’t.

First, NAV 2017 still didn’t official released, but finally we know when to expect. Not on Directions NA and not on Directions EMEA, but few days after that. Official release of Dynamics NAV 2017 will be at October 24th. And, Microsoft also promised that we will get official release of Dynamics 365 for Financials (ex. Project “Madeira”) shortly after. OK, we will wait these dates, but generally we already know what we will get with these releases.

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Some of these functionalities were presented by Marko Perisic and his team on Keynote, and some of them on other sessions. I’ll noticed some of the in this article, but I’ll write more about them in the future. Now, I want to speak more about future of Dynamics because I think this is something the most important in this moment. As you can see on the following picture, we have something very interested and Paul White said “This is an AND strategy”.

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Based on this strategy Dynamics AX and CRM will continue to live only as part of Dynamics 365 solution. Something is not clear enough because we expect CRM as part of both Enterprise and Business edition of Dynamics 365, but AX will be part only of Dynamics 365 Enterprise edition and on other side, Project “Madeira” will be on the same position in Dynamics 365 Business edition. But NAV (GP and SL as well) will continue to exist as independent solution, in this moment available on-premises and as subscription. On the first sight this is the perfect for all NAV fans, but I need more time to be sure.

In any case, we will get new opportunities and we have to learn how to make the most of them.

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And what about Project “Madeira” and licensing. We have some pictures earlier where we found recommended priced about 40 USD for each App. That is a true, for example if you want only Project “Madeira”, you need to pay 40 USD, but if you want some other app, for example PowerApps, you need to pay the same amount for this app per user per month. But if you want to have access to all apps (currently 4 of them), you need to pay only 50 USD for all of them as Plan model (and yes, this price will decrease with the number of concurrent users). And you can use Team Members for only 5 USD as some kind of limited users. And what is good more? If some of exiting NAV clients with Perpetual licensing model want to transit to new subscription model, he will get pretty big discount for every month.

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And I said that I don’t want to write about all features, but I need to notice few of them. I already wrote about Cortana Intelligence in Inventory Forecast, but now we saw Cortana Intelligence in Cash Flow Forecast; it is a perfect and you can use this in NAV 2017 and Project “Madeira” and the best is that it is very easy for using and configuring.

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End something more – new development environments. First you can use Visual Studio Code in the future as new code oriented environment (soon more about it). Marko presented live work with new tool.

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And on the end, new development tool for incredibly easy work. You just need to click on Edit button in your Web Client and you will get perfect logical environment where you can change pages, add fields to table and page… And on the end just click Stop and choose how you want to use this development… You can see all changes as preview in Web Client, Tablet Client and Phone Client. And all changes will be finished in Web Client and Windows Client, as well (of course, this is just short description – soon more about it).

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End again about dates, the new development environment preview will be available for Christmas.

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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?

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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).

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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.

Events in NAV 2016

Eventing is one of the most important new features in NAV 2016. We can use them to design the application to react to specific actions and to enable separating customized functionality from the application business logic. By default, in NAV 2016 system uses Events for workflow and Microsoft Dynamics CRM integration, but we are not limited only on these.

In this article, I want to refer you to many different videos and blogs made by very experienced people:

Mohana’s Dynamics NAV Blog:

Waldo’s Blog:

Brummel Blog:

Dynamics NAV Team Blog:

Magno’s Blog:

 

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.

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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.

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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.

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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”.

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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.

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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.

CRM Online and NAV2016

If you still remember, Microsoft Dynamics NAV 2016 (ex ‘Corfu’) will works natively with Dynamics CRM Online. Enabling this integration will be very simple to install and setup and it will works with a default setup. I will not write about this integration jet, because it is still by NDA.

I want to say that this is a great feature because CRM Online is extraordinarily listed on the market. It can make a great opportunity in repeatability NAV implementation model.

I have just found a Gartner research about Sales Force Automation. Gartner marks MS Dynamics CRM Online and MS Dynamics CRM as Leaders. Besides them, you can find only Salesforce in this Leader Quadrant.

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This is really good position for MS CRM and CRM Online. With them, this is good opportunity for NAV 2016, as well. You can find here more about it research.