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.

Project Madeira – Data Migration

As you already used wizard to make some primary configuration, you can continue with using of few another wizards to finish complete setup of your company. You can find a small Assisted Setup to see what you need to finish.

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When you open a Migrate Business Data, you will continue with the wizard. And first, you can see what extensions you already have. Yes, you hear fine; you can use different extensions as apps. By default, you have three of them: Envestnet Yodlee Bank Feeds, PayPal Payments Standard and QuickBooks Data Migration (just click on Open Extension Management and you will see). It looks fine:

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Then, you can choose to import from Excel or from QuickBooks (because you have an extension). Than, you can download all templates and fill them. When you fill them, you need to configure Settings to set default templates and import this Excel file after that.

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You will see the numbers of your main data (Customers, Vendors and Items) and if this is correct, just apply them. If you have errors, you can see them with all details. On the end, you need to finish process and import is completed.

It is easy, but I think it will not be possible to be finished without some support from partners. Client without standard NAV knowledge will not be in situation to import and configure everything they need. This is still job for partners.

Bank Data Conversion Service for NAV 2015

Few months ago, when I wrote about Posting Groups and Payment Posting, I got a few comments about some related topic. This topic was a Bank Data Conversion Service for Microsoft Dynamics NAV 2015 as part of the improved reconciliation capabilities. This service hosted on Microsoft Azure is delivered by AMC Consult A/S and provides automatic processes fro electronic payments, payment reconciliation and bank account reconciliation in NAV.

I didn’t have enough time to write about this topic, but now Microsoft has published article about this topic. Sorry to my followers because I didn’t finish it faster then Microsoft, but I can help them with relations to information. You can find a lot of information and additional documents (pptx and videos) on Partner Source: https://mbs.microsoft.com/partnersource/global/readiness-training/readiness-training-news/BankDataConversionServicebyAMCConsult.