Dynamics 365 Ecosystem Map April 2020

Last months I see a lot of interests for completely Dynamics 365 ecosystem map. Even if we now what is part of Dynamics 365 ecosystem, visualization is much better. Because of that I want to share with you one global ecosystem map and more detailed maps per each solution. This is the last one made for April 2020 release and thanks to Vadim Korepin who made it. Keep in mind that resolution in my blog is not the best, but if you want to get in the best resolution, download image (right click on the image) and you will get 3242×1843 picture.

First start with completely Dynamics 365 ecosystem with all solutions.

Now let’s continue with more details. First let’s make a look in ERP ecosystem (Finance, SCM, project Operations and Business Central):

Logically we will continue with CRM portfolio:

Now to add ecosystem of our modular solutions to complete ERP and CRM solutions:

AI Solutions in D365 ecosystem looks like that (keep in mind that we have some additional embedded AI features in other solutions):

Mixed Reality is also part of Dynamics 365 ecosystem:

This is the list of Dynamics 365 services:

And the last but not the least, Microsoft platform ecosystem (Power Platform and other Microsoft platforms):

When you look at all these maps, it is obviously that we have a great ecosystem in Dynamics 365 family. I hope you will use these charts in daily business.

15 Microsoft Ignite not-to-miss non-Dynamics Session

A few years ago, and earlier, every time when I attended some conference I’ve chose the topic I’m familiar with. For example, probably in 95% of my time I attended Dynamics NAV sessions or something very close with it.

But in the last few years I changed my attention to very different sessions. In these times, everything is different, and everything is changed. Now if you want to survive in your ERP or CRM world, you need to learn a lot of different topics outside of your primarily interest. Solutions are more and more connected and now nobody want to buy i.e. ERP, but they want to buy completely solution… and if you want to provide it, you have to me familiar not only with ERP, but with IoT, AI, ML…

Because of that, I want to write a small recommendation not-to-miss sessions for all Dynamics ERP or CRM experts on this Microsoft Ignite. As Microsoft Ignite will start in a few days (September 22-24, 2020) and registration is free of charge, be sure you registered and try to attend the following sessions:

Of course, there are a lot of other Dynamics topics and I can suggest watching sessions about solutions you don’t implement. You will expand your knowledge and in this era it is very important to know how to choose what to and when to implement; when to customize and when to integrate… Of course, this is just my opinion and prediction… if you think differently, do as you think. Definitely, try to enjoy this virtual event.

Cloud Partner Competencies and Business Central

You are involved only in Business Central business and now you have Enterprise Resource Planning competency. But this competency is not in the cloud and if you want to get Cloud Business Application competency you can choose one of the options as a two different paths in achieving competencies:

  • Customer Engagements options
  • Unified Operations option

The first one is for CRM partners and the second one is in ERP. But when you read details, this is for Finance, Supply Chain Management, Retail and Talent (F&O) and all required exams are from F&O. If you want to continue only in Business Central and want cloud competency as Business Central is cloud product, you probably don’t know how you can fit with these requirements.

OK before I continue, I need to mention that this is my private text and it doesn’t represent Microsoft official statement, and this is not an announcement. Everything I’m writing here is based on Cecilia Flombaum presentation on the Microsoft Inspire a few days ago. If you want to see whole presentation, session is still available here (first part of presentation is mostly about Partner Contribution Indicator, but you can find BC details from cca 13:30).

She mentioned that we can expect a Business Central differentiation as well as Power Platform differentiation if you are focused only on one of these solutions. That will allow Business Central partner to achieve their silver and/or gold statuses in Cloud Business Application competency.

Currently we don’t know what will be required to achieve competency and statuses and if it will be connected with recently announced BC exam (probably yes).

But Business Central implementers will have one more opportunity – to achieve Small and Midsize Cloud Solutions competency through a Business Central differentiation opportunity. Probably there will be some differences i.e. slightly different threshold.

OK, this is everything we know for now. As sook as we have more information, you can find it on the Microsoft Partner Network.

Dynamics 365 Sales Professional vs Sales Enterprise

In my previous post (video), you could learn how to create Dynamics 365 Sales Professional demo environment. If you are experienced with Dynamics CRM solutions you can recognize differences between this solution and enterprise version, but if you are newbie I would like to introduce you with all differences you can find there.

03-What-is-Dynamics-365-for-Sales-Professional

On the first place, we can split them to the two types of clients:

  • Dynamics 365 Sales Enterprise – full sales capabilities
  • Dynamics 365 Sales Professional – core sales functions at a reduced rate for businesses with simpler sales force needs

But if you want more details and especially if you need to promise something to your client, you should have details. Let’s start with details. First list is list of all features Dynamics 365 Sales Enterprise has, and Sales Professional has not:

  • Access via Portal or API
    • Non-employees only: Work Orders
    • Non-employees only: Opportunities
  • Entities (Create, Update, Delete)
    • Max 15 Custom Entities
    • Competitors
    • Embedded Intelligence
    • Forecasting
    • Product Families
    • Product Hierarchies
    • Product Relationships
    • Quick Campaigns
    • Sales Goals
    • Sales Hub
    • Sales Literature
    • Territories
  • Entities (Actions)
    • Business card scanning as add-on (10 users/month: pooled at tenant level)
    • Business Units (Define and Configure)
    • Knowledgebase (create, update, publish, configure, search)
    • Teams (Define and Configure)
  • General System Use (Actions)
    • Max 5 customized Business Processes Flows
    • Max 2 customized Forms and Views per entity
    • Max 15 custom Workflows
    • Max 5 custom reports, charts, and dashboards
    • Without custom system reports, charts, and dashboards
  • Additional Services and Software
    • Dynamics 365 Gamification (Player & Admin)
    • Microsoft Forms Pro
    • Microsoft PowerApps
    • Dynamics 365 Sales Insights
    • Max 10 ISV solutions

If your conclusion is that Sales Professional doesn’t have a lot of features it is not a true. Sales Professional has a pretty big number of very good features and it can cover probably the most of SMB company requests.

But let’s add some of advantages of Sales Professional. This list is maybe not so big, but quality of this list is more important than quantity:

  • Price: full price is 65$ and this is 30$ less then enterprise version
  • Attach license to Business Central; if you already have Business Central, you need to pay only 20$ for license. As you already have integration in Business Central with D365 Sales, it is a real benefit both a price and functionalities.
  • UI is better (mostly in configuration) as this is intended for SMB customers.

If you need core CRM functionalities and solution easy to implement, Sales Professional is the right solution for you, but if you need all CRM functionalities you should choose Sales Enterprise.

As I see Sales Professional as a great opportunity for small companies and especially for those who already use Business Central, I’ll be focused on this solutions with the following posts (probably mostly videos).

How to create trial environment for D365 Sales Professional

Here I am after a while. I’ve just started new video series about great new product Dynamics 365 Sales Professional. I’ll create probably dozens of different videos about functionalities and configuration, but in this first one I’ll start with how to create a trial environment.

If you didn’t already hear for this solution, just to know this is the great Microsoft CRM solution especially for small and midsize organizations and it is available as full SaaS solution.

Now, I hope you will enjoy in this first video, and I’ll notify you as soon as I publish the new one:

My Sessions on Directions North America 2019

Directions Asia has just finished, and we will continue with spring conference season in Dynamics. The next Directions will be in North America in Las Vegas in period May 5-8 in Red Rock Casino Resort & Spa. Registration is still available.

This year I want to show you about benefits of integration with different Dynamics 365 solutions. Why? Generally, I think we have great features in Business Central, but possibility to integrate this solution with other solutions using Azure tools or using different UI are the amazing possibilities. These options are why it is important to have Business Central in Dynamics 365 family.

Because of these reasons, you can find my sessions in agenda. From today (April 12th, the full agenda is available):

How and Why You Should Combine Dynamics 365 for Talent with D365 Business Central (May 7 2019, 8:00am, Room: Veranda B)

‘Dynamics 365 for Talent’ is a new Microsoft Dynamics HCM solution. This solution is available independently or through Unified Operations plan. Because we can use it independently, it is interesting if we can integrate this solution with Business central. You will see how to integrate Talent with Business Central and very important thing – without coding. And of course, you will see different integration options based on different user scenarios.

Using Model-Driven PowerApps with Business Central (May 5 2019, 3:15pm, Room: Red Rock A)

Although on the first sight, there is no so common things between Business Central model driven PowerApps, it can be very useful if we could use it with Business Central. Generally, model driven PowerApps is a tool for CRM development, but there are many reasons why to use it with Business Central. If you want to know why, come to this session to see why to do it and how to do it… and maybe even more. As we expect more and more CRM and ERP solutions in simultaneously work, it can be very interesting.

OK, I will not write more, but if you think these topics are interesting for you, you are welcome on my sessions and see you in Las Vegas.

And of course, my sessions are not only reason to come on Directions 😊. You will find great sessions there… you will see details about Business Central Spring release ’19 as well as amazing sessions by MVP’s and other experts.

Waiting Directions ASIA

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.

DirectionsASIA.PNG

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.

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.