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.

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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.

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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.

MS SQL is a Global ODBMS Leader

A few days ago, I’ve wrote about place of Power BI in Gartner survey about BI & Analytics solutions. Power BI was a global leader on Gartner Magic Quadrant. Now, we have new Gartner story about Operational Database Management Systems. For the first time, MS SQL is an absolutely leader and on better position in comparison with Oracle database.

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The operational database management system (DBMS) market is concerned with relational and nonrelational database management products suitable for a broad range of enterprise-level transactional applications. These include purchased business applications, such as those for ERP, CRM, catalog management and security event management, and custom transactional systems built by organizations’ own development teams. Also included in Gartner’s definition of this market are DBMS products that support interactions and observations as new types of transaction. (from Gartner)

Microsoft deserves this position because they market its SQL Server DBMS for the operational DBMS market, as well as the Microsoft Azure SQL Database (a DBMS platform as a service), and the NoSQL DBMSs Microsoft Azure DocumentDB and Azure Tables.

It is very important that Microsoft continue with working on enterprise SQL Servers and on Azure SQL as well. And finally about NAV. Microsoft Dynamics NAV (from NAV 2016) works on both of these SQL versions and I think this cooperation between strong database and ERP solution will continue to deliver amazing business solutions.

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.

Directions EMEA and NAV 2016 General Availability

This is my first reporting from Directions EMEA this year. I’ve arrived in Mannheim two days earlier because of my other obligations and I registered yesterday after rain stopped, but this is actually first day of Directions EMEA 2015. Keynote is finished and from this moment, Microsoft Dynamics NAV 2016 is generally available.

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Group of Microsoft Dynamics Program Managers with Marko Perisic as leader, made an awesome job on scene. They presented the most important news in new NAV release very effective. Of course, guys from Continia also made amazing show in second part of Keynote with their new solution. Now, other sessions are starting and we can see lot of news and interesting things.

On Keynote scene we could see NAV Mobile App, a lot of new Web Client features, e-service exchange in practice, natively CRM Online integration, natively NAV reporting in Power BI,… I don’t want to write about all news now. I will write about them, one by one in few following posts.

Now, I only want to say that you can download new NAV now from this Partner Source link and let’s driving start. Now nothing else about NAV 2016 is not by NDA.

New Dynamics Logos

Microsoft has decided to change Dynamics logos in the spirit of “One Microsoft” idea. This change has made on July 30. All partners have to use these new logos when represent Microsoft Dynamics logo and solutions. All directions are in the Product Tile Usage Guidelines.

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On some places on internet, you can find a small mistake. You can find “CS” instead of “C5”. This error is most likely caused on MicrosoftDynamicsPartnerGuidelines.pptx (slide 21) from Partner Source. But, you can find actual logos on this page on Partner Source: https://mbs.microsoft.com/partnersource/northamerica/sales-marketing/branding-guidelines-logos/MSDY_BoxShots. You can download all of them as PNG or EPS. I hope, Microsoft will correct this small mistake in document, because this pptx is very useful. You can find a lot of additional helpful information here.

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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.

New NAV Roadmap (NAV2016)

Microsoft has officially published new Microsoft Dynamics NAV roadmap. You can download it form PartnerSource using the following link: //aka.ms/navroadmap

Before NAV 2016, roadmap was as following:NAVRM15

Now, Microsoft adds new version and what we can expect in the future:

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If you want to see everything news in NAV 2016, you can use the following picture:

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There are only basics on previous picture. The completely news are really excited and I cannot wait to tell you more about them, but we still need to wait some time.

NAV ‘Corfu’ is now NAV 2016

Today at WPC in Orlando, Microsoft have published official name of new NAV. Now, it is Microsoft Dynamics NAV 2016. New NAV will be released in few following months with really lot of news. Some of them are: Phone Client, better In/On, works natively with Power BI and CRM Online, e-Everything, Posting Preview, OCR, Workflow,…

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These information are official and you could see them on WPC. But, you can expect more details very soon (after NDA).