Dynamics 365 Business Central Trial Available

If you were going today on https://trials.dynamics.com/, you finally could find possibility to run trial Business central.

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You just need your email and phone number. I hope you will try it and discover a lot of a nice features.

 

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Personalization vs Design in D365 Business Central

I’ve just finished with my presentation on eXtreme 365 about new in Dynamics 365 Business Central and I want to continue my texts about new solution, because I’ve already wrote about some basic expressions.

With Dynamics 365 Business Central we’ve got some new features for customizations and “customizations”. Previously, you could use Design mode as In-App Designer to make some basic customizations or to download it as extension code, open in Visual Studio Code and continue with development. But now we have personalization as well and I want just to show what is basic difference.

When you run standard environment, you can see only ‘Personalize’ in settings.

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But if you run sandbox environment, you can see both ‘Personalize’ and ‘Design’ options in settings.

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If you choose ‘Personalize’ options, you will get something similar as the following picture:

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You will see red frame and that means you can personalize your page or pages. You can move or hide some parts. But you can also add new fields (existing fields from table), or set new place for Freeze Pane. What is else new? If you run list page, you can stretch your columns. You can do it in all pages where you want and when you finish and click on Done, system will collect all your personalization and you can continue to use them.

But if you run ‘Design’, you will get the similar screen, but this time with purple frames.

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Generally, you can do more or less the similar things with Design feature as with Personalize. But this time when you finish everything you planned you will create Extension. When you finish everything and click on Stop Design, you need to fill Extension Name and Publisher and save it. And if you plan to add some bigger changes, you can choose do mark Download Code field and then you will download AL code which can be opened with VS Code and add more seriously customization.

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Anyway, when you use Design mode, everything you done will be showed and installed extension:

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And on the end I would like to add some conclusion. These conclusions are based on advice from some my friends and readers and I think they are in right, because it will be more clear.

Personalization is, as stated, a personal affair. Any changes I make are applicable only to me. This is of course a highly valuable feature in production environments (what you called “standard environment”) to have my workspace optimized just right for how I work.

Designing, on the other hand, applies to all users on that environment. It is intended for Developers or power users to create lightweight extensions that will ultimately be used by all in the organization. The extension produced by the Designer could be edited and enriched further in Visual Studio code where the possibilities are endless (through AL code). Eventually, that extension could be submitted to AppSource for distribution at scale, or it could be imported into a customer’s production environment to customize D365 Business Central.
Since Designing is a technical and mostly dev-focused activity, we don’t enable it in production environments. That is also why Designing gives you a few more features, such as being able to preview your creation as it would appear on a tablet or phone.

Dynamics 365 Business Central Roadmap

In my previous text, I’ve mentioned I’ll continue with first impressions about Dynamics 365 Business Central. But I’ll continue this text the next week, when I finish my presentation with this topic at eXtreme 365 in Dubrovnik.

This time, I’ve just wanted to show more details about Dynamics 365 Business Central roadmap. When we compare this roadmap, there is just a small difference in comparison with the last one shown on Directions NA and EMEA the last year (OK, except new name).

D365BC roadmap.PNGIn the previous roadmap, we had Dynamics NAV 2018R2 planed for this spring, but now we can see it will not be published with its name. We can see that we will get Dynamics NAV 2018 updates (personally, I think it is much better).

And as we could hear, in the future we will get small updates every month and bigger package two times per year. If you want to find more about each planned feature, you can go here.

Run D365 Business Central for the first time

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

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 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.

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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

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