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.

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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.

New Development Tools for NAV

Today, Microsoft has been published preview of new development tools for NAV as promised (before the Christmas). New tools are intended for extensions and apps development.

We have two tools:

  • The In-client Designer to make extensions in the client by consultants.
  • Visual Studio Code for building powerful extension and apps development, based on tables, pages and codeunits, using the new objects Page Extensions and Table Extensions.

You can start if you have your own Microsoft Azure subscription, using the following link http://aka.ms/navdeveloperpreview

More about it on Microsoft blog.

How to create your first Flow for NAV

I hope you’ve already heard for Microsoft Flow. If you want to use this amazing small tool, you need to go on https://flow.microsoft.com. With this tool, you can connect a lot of different type of software. For example, you can connect Share Point, Outlook, Excel, Facebook, Twitter, OneDrive, Dynamics solutions, Google Calendar of File Drive, Yammer, PowerBI…

In this post, I want to show you how you can create a small Flow for connection between Dynamics 365 for Financials and Facebook. I used Financials only because it was easier for my demo, but you can do it the same with your NAV 2017 for example. Before you start with Flow, you need to publish Web Service you want to use in Flow.

To start, first click on My Flows and then on Create from blank (for this demo). If you want to use some of templates, you will choose Create from template.

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Then you need to find some of Dynamics triggers. You can see on the following picture what you currently can use. If you want to create flow for NAV or Financials, you can use When a record is created or When a record is modified. In this example, I used When a record is created. And then you need to choose one of your connections to your solution or to create new one (be careful with username and password – Web Service Access Key).

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After you finish it, you can choose some of your tables (based on published Web Services). I have chosen Customers, because I want example where Facebook will announce welcome, every time when I create new customer.

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Then, I’ll click on the Next step to create step in Facebook. You need to find Facebook and to choose one of actions. I’ll choose Post to my timeline. And of course, you need to sign in to Facebook with some of accounts.

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The type a message you want to post on your timeline and for this purpose you can use some of the fields in Customers table (from a right side).

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After that if you already didn’t give Flow name for your Flow, just give some name and click on Create flow; click on Done and everything is finished.

Now, you can open your Financials or NAV and create a new customer. When you finish it, you will see that Facebook announce this on your timeline:

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As you can see, this was very easy and you can do it on much easier way using already prepared templates. You can find a lot of templates for CRM (Dynamics 365 for Sales) or AX (Dynamics 365 for Operations). But you can also find few of them (currently 3) for Financials and NAV (I expect more and more soon):

  • Create an item in Dynamics NAV from PowerApps
  • Send a Push Notification for new Sales Orders
  • Post to Twitter on New Customers in Dynamics 365 for Financials

Using NAV Outlook Client on iPhone

Today I held presentation about features in NAV 2017 and D365 for Financials. When I presented working with NAV 2017 in Outlook, I remembered that I had never show how we can use NAV (or D365 for Financials) in Outlook on the phone. I’m not sure if someone wrote about this and I want to give you some directions about it.

If you use standard Office application on your phone, you can not use this App for NAV/Financials. But we still can provide it. If you have iPhone, you can download OWA for iPhone from App Store. When you install this app, you can use all features as we used on standard desktop or online Outlook about NAV/Financials, but you need to use the latest update of Office 365 for business.

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When you install and login as Office 365 user, you can notice that when you receive mail, you will see small add-in Financials/NAV. You can use this add-in or if you have some document link, just click on link and open a document. You can see all standard information as on standard Outlook or edit something. On the same way, you can run this add-in from calendar as well.

If you want to have everything the same on your iPad, just download the same App and repeat all steps.

Modern DEV Experience in NAV

We finally got first view on new modern DEV environment for NAV. This is still not finished product, but we can see something already announced on Directions NA and Directions EMEA this year. We expect final version of this tool for developing extensions somewhere about Christmas.

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Now the first project is public published ans all of you can download it from https://github.com/Microsoft/AL. This is just simple “Hello World”, but good enough for the first sight. Unfortunately, I didn’t download it earlier and I can just start to play with it. Just download it and be updated.

NAV TechDays 2016 Presentations

NAV TechDays 2016 has just finished a few days ago. Unfortunately, I missed it this year. I wanted to be there with you in Antwerp and I already announced session with Steven Renders about Power BI, but I had to cancel my attendance. I know, Steven perfect prepared this session without me because he is an expert for this topic.

OK, life goes on. I really hope I missed only this year and I’ll be there the next year. Now, all sessions are already published and I want to have all of them on the one place. There are all of them:

The Power of Power BI and Dynamics NAV by Steven Renders

Office 365 for NAV Techies by Arend-Jan Kauffmann

Best Practices in Developing Microsoft Dynamics NAV 2017 Extensions by Waldo

Real Life Source Code Management by Soren Klemmensen

Modern Developer Tools for Dynamics 365 and on premise NAV by Michael Hammond & Esben Nyhuus Kristoffersen

Bad Habits of NAV Developers by Waldo, Vjeko Babic and Gary Winter

Migrating to Events by Gunnar Gestsson

Building Cool Experience with NAV Everywhere by Horina Serbanescu, Eygo Kawatani and Andrea Tino

Design Patterns in NAV 2017 by Anders Larsen & Nikola Kukrika

JavaScript Architecture – Turning Pain Into Gain by Vjeko Babic

Get Some Smartness into Dynamics NAV / 365 with Notifications and Cortana Intelligence by Klaus Marius Hansen & Jesper Schulz-Wedde

Building the Dynamics 365 for Finacials Services by Kamil Koclega & Constantin Daniil

Enjoy…

The Future of NAV Business

Two weeks after Directions EMEA is finished, we finally got the newest release of NAV. Now we have NAV 2017 and we expect Dynamics 365 BE during the next year (I think on non-US market). We sow the AND story about NAV and Dynamics 365, but I still think NAV partners are on the very important crossroads. I don’t expect they need to choose what business they will need to continue, because I strongly believe we can continue with both of these products, but I’m sure partners have to change their approach to this business. And this is not connected with NAV or Dyn365; new approach must be used for both of them. They have to find the best possible way to transfer their business to cloud, they have to change the way of developing (extensions, events…) and so on.

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Because of that, I strongly recommend to all Dynamics partners to read the good story on MSDynamicsWorld about how Microsoft Dynamics NAV partners face crucial decisions on their future. This article can help to NAV partners how to focus thinking about their businesses. Early adopters of new business model will be in much better positions in the future and because of that it is very important not to become obsolete.