Business Central Virtual Event – 2020 Wave 1

A couple days ago, we had an opportunity to participate first Business Central Virtual Event. This was good opportunity to see what is new in Business Central and the team during these times when we don’t have in person events (Directions Asia and Directions US are postponed to the end of this year).

With all existing and new features Business Central confirms that this solution is an important member of Dynamics 365 and Microsoft family, available for easy using and integration and collaboration with other systems through Azure cloud.

It is presented to us a new Business Central GM – Mike Morton, an experienced Microsoft leader, who introduce himself to the community as well as his first plans for Business Central. As important results he mentioned that now Business Central on cloud has 6000+ customers with 250+% YoY growth.

During this event we had a great opportunity to see some new features as well as to hear what is planned for the future releases. One of these great features planned in the next release is SmartList Designer – a great reporting tool inspired with GP tool and created in PowerApps. Further we could hear about new integration with teams as one of the most important integrations with other Microsoft products.

I don’t want to write about all features in this new release (2020 Wave 1), as you can find all details here. I just want to emphasize a few of these features. Finally, we have all languages available for using… and not only Microsoft official localizations, but also partner translations for much more countries. And one of my favorite features – integration with CDS; really great improvement which will have a huge impact on future implementation; I want to write independent blog post about this feature and this is a reason I don’t write here more. There is a lot of UI improvements (Collection of pages with already configured filters per pages, now you can bookmark reports as well, pages with two parallel lines, you can collapse or expand your lines on the page e.g. in CoA, personalization is really improved…). Finally, we can purchase resources… something partners developed in the past, but now available by default. Many great development improvements as well as on the server/database side (e.g. database read-only replica for reports, API pages, and query objects).

You still can find active session for this virtual event with 15 recorded presentations.

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:

How to integrate Business Central with Dynamics 365 Talent – part 2 (configure BC & Talent)

If you’ve already read my previous article about introduction in BC and Talent integration, then you probably expect the next part. I cannot put everything in one blogpost as it will be a huge one and it can be confused to track all details, so I decided to write it in parts. Today, I’ll write how to prepare Business Central and Talent and how to locate data/entities you will handle with.

As I’ve already mentioned in previous post, as we don’t need all HR capabilities in Business Central and we will use all of them in Talent, we will enter data directly to Talent and move to BC only data necessary for other areas in BC. We will move data to Employee table as this table will be used in other parts of BC.

As we will create new employees in Talent, we need to configure No. Series to be fit with Talent requirements. If you want automatic numbers, you need to be careful and to make it exactly the same as in Talent, but I’ll recommend to configure Employee number series as Manual Nos.; this will keep the same numbers in Business Central as we have in Talent and you will avoid all potential risks.

As connectors with Business Central, we will use API’s. Employee table, for example already exists as an API, but if you would like to connect something more, you will probably have to create custom API and custom connector.

What we can synchronize? As I said, minimum we need in BC is Employee table. And you need to find entity as a source in CDS (I’ll explain later). You can connect entities as following:

Business CentralTalent / CDSBC API
EmployeeWorker …employee
Alternative AddressWorker Addresscustom
QualificationSkill Typecustom
 

If you want to find all details about Workers data in Talent, the best is to use the following Worker entity relationship model. But the best is to integrate only what is really necessary… only what you will really use in Business Central.

As we need to locate Talent entities, you need to open list of CDS entities in PowerApps platform (you don’t need to do nothing in Talent environment and you can use it only if it will help you to better understand environment; for all integration purpose you will use CDS – PowerApp). When you open PowerApps web page, you need to choose environment created for Talent.

After that, you need to open Data and Find Entities. In Entities, you can easily find Worker entity as this is a place where we can find our information.

Opening this entity, you can address all necessary fields you want to use in integration. And how to do it, you will see in the following post.

How to integrate Business Central with Dynamics 365 Talent – part 1 (Introduction)

When I think about new Business Central features, the first thing in my mind is openness for integrations. As a part of Dynamics 365 family, the main power of this solution is when it can work simultaneously with other. Because of that, I showed these capabilities in a few conferences. As I got lot of requirement to explain it in more details, I’ll write about good example of BC integrations with one other Dynamics 365 solution – with ‘Dynamics 365 Talent’.

‘Dynamics 365 Talent’ is a new Microsoft Dynamics HCM solution (new name ‘Dynamics 365 Human Resources‘). This solution was initially based on AX HRM, but now it is separated solution. As we can use it independently and this solution is really amazing HCM system, I think it can be interesting how we can integrate this solution with Business Central and make them as the powerful tool together… and with no code.

If you are thinking how to make it and how to make it with no code, the answer is using one of the Azure services – Logic Apps. As ‘Dynamics 365 Talent’ has entities on CDS and Logic Apps has connectors for CDS and for ‘Business Central’, only what we need to do is to map entities and fields in both systems and of course, to think abut business logic on the first place. Depends what is the primary reason for integration, we can choose some of the options:

  • integrate HRM core system with HR in Business Central
  • integrate Attract or Onboard apps in Talent with Business Central.

In second option, we will use HR module in Business Central and use only one or two parts from ‘Dynamics 365 Talent’. On the other side, in first option we will use core HR in ‘Dynamics 365 Talent’. In this text, I chose to explain the first option.

In this first text, I’ll just explain some basic concepts and you will find more details in the following texts with this topic.

Basic setup in Business Central

First, as we don’t need all HR capabilities in Business Central (we already have all of them in dedicated HR solution – ‘Dynamics 365 Talent’), we will move only data necessary for other areas in Business Central. In this example I’ll show how to move data to Employee table as this table can be used for example in a Payroll system or you can use this information in Fixed Assets card.

Locate information in Talent

Now when we have the basic configurations, we can continue with integration. First, we need to find where an employee’s data are saved in Talent. To find this we need to open list of CDS entities and we can do it using PowerApps platform.

When we have these basic information, we can continue with technical parts how to do it in a practice.

Sessions from NAV TechDays – day 2

As I’ve promised a few days ago in my previous post, I’m completing the collection of all session from NAV TechDays 2019.

Let’s see what we had in the second day of this amazing NAV/BC event:

Leveraging the power of the cloud

Build, test, deploy and deliver your app by one file

NAV/BC for high demanding environments

{Connect app}²

Business Central with Power Platform – more than ERP solution

…and of course, this is my session where I’ve talked about PowerPlatform with BC together with an MVP Renato Fajdiga… expect feedback here 🙂

The Power Platform for Business Central Techies

If you liked my and Renato session, I’ll highly recommend to continue with this session from Arend-Jan Kauffmann.

Make the most out of Business Central on Docker

Migrate your customers to the cloud, and manage them there

How to make AI work for your Business… Central

Sessions from NAV TechDays – day 1

NAV TechDays 2019 has just finished a few days ago and I can say this was amazing event and again the biggest one – with 1452 attendees. As I promised the last year, I prepared session this time and made it together with an MVP Renato Fajdiga. I hope to see you next year again.

In a meantime, all sessions from the first day are already published and I want to have all of them on the one place. As soon as we have sessions from the second day published, I’ll add them. There are all of them:

Opening Keynote

The road from C/AL to AL

Development Methodologies for the future

How to run faster in SaaS

Unlocking new integration potential for 365 BC with Azure Event Grid and Azure Integration

Give Business Central access to your data files

Control Add in development supercharged

Developing for Modern clients

Using Docker and the ContainerHelper to convert your C/AL solution to an AL solution

#MSDyn365BC new Era of Integration: Intelligent Edge, SmartLists, Azure Service Bus and more!

Why Attend BCUG/NAVUG Summit 2019 in Orlando

In a month, BCUG/NAVUG Summit in Orlando will start. There will be dozens of amazing lectures and if you are NAV or Business Central user, this event is probably something you must attend, especially if you want to continue with improving your knowledge.

I like to come back to this event every year as this is probably only one opportunity where you can get directly feedback from thousands of Dynamics users.

This time, I would try to explain why you should attend this amazing event using video message and I hope you will like it 🙂

My Sessions during Fall 2019 Conference Season

This fall I’ll be active and attend to four conferences as lecturer. If you want to see some of my lectures or to meet me, register for some of these events:

BCEE People, Prague – Business Central Roadmap in CEE countries

Directions EMEA, Vienna – Demystifying Posting Groups in Business Central (for partners)

BCUG Summit NA, Orlando – Demystifying Posting Groups in Business Central (for users)

NAV TechDays, Antwerp – Business Central with Power Platform (together with Renato Fajdiga, MVP)