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.

All Dynamics events in 2020 are going virtually

All Dynamics events until the end of 2020 will go virtually… or they are cancelled. I don’t know what to say… if it is a good or bad. Definitely virtual event cannot replace live one and I’ll try to explain why. But with given circumstances, I think that going virtual is the best possible option… on the first place because of our health and not losing community work.

Right now, we have the following situation with all our Dynamics events:

  • First, we will start with D365 Community Summit. It will go virtual instead in Nashville and it will be held in period October 7-9, 2020. Agenda is already ready and if you didn’t register, you can see details and register here.
  • Directions EMEA and Directions Asia, instead of Prague and Bangkok will be organized as a common virtual event in period November 3-5, 2020. More information here.
  • Directions NA, Orlando is unfortunately canceled for this year. But as Directions EMEA and Asia will go virtually, it means there is not any limitations for colleagues from North America to join this even.
  • NAV TechDays is canceled somewhere on the beginning of Corona crisis and we will not have opportunity to meet before next year.

OK, I wanted to explain why I’m not a fan of virtual events… but to be honest it is probably better to have them in comparison with cancelation all these events. With virtual event you can still have an opportunity to listen prepared content and this is good. But… attending conferences is not all about content… content is important of course, but more important is an opportunity to openly ask what you need and not to get an answer only from presenter. You have an opportunity for discussion on sessions, but probably more important during the pauses. All these networking is not possible to be created in a virtual world… minimum it is not possible in this moment. And communication between presenter and attendees actually doesn’t exist in the virtual event. And when I’m talking about all of these, this is not problem only for attendees, it is not inspiring for lecturers as well (it is not the same when you have people in the front of you and when you have camera and laptop).

But again, with these circumstances, this is much better to have virtual events than not having them at all. And I must admit in a few digital events I’ve already participated, organization was really the best possible what somebody can make in a virtual world… and probably beyond my expectations. But again, this is not the same ☹.

And on the end, our hopes for the next year are that we can see each other in a live. I hope we will have much better health situation and we will attend minimum these already scheduled events:

  • Directions Asia, April 15-16, 2021 – Bangkok, Thailand
  • Directions NA, April 25-28, 2021 – San Diego, CA, US
  • Directions EMEA, October 7-9, 2021 – Milan, Italy,
  • NAV TechDays, November 16-19, 2021 – Antwerp, Belgium
  • …and hope others will schedule events soon.

Cloud Partner Competencies and Business Central

You are involved only in Business Central business and now you have Enterprise Resource Planning competency. But this competency is not in the cloud and if you want to get Cloud Business Application competency you can choose one of the options as a two different paths in achieving competencies:

  • Customer Engagements options
  • Unified Operations option

The first one is for CRM partners and the second one is in ERP. But when you read details, this is for Finance, Supply Chain Management, Retail and Talent (F&O) and all required exams are from F&O. If you want to continue only in Business Central and want cloud competency as Business Central is cloud product, you probably don’t know how you can fit with these requirements.

OK before I continue, I need to mention that this is my private text and it doesn’t represent Microsoft official statement, and this is not an announcement. Everything I’m writing here is based on Cecilia Flombaum presentation on the Microsoft Inspire a few days ago. If you want to see whole presentation, session is still available here (first part of presentation is mostly about Partner Contribution Indicator, but you can find BC details from cca 13:30).

She mentioned that we can expect a Business Central differentiation as well as Power Platform differentiation if you are focused only on one of these solutions. That will allow Business Central partner to achieve their silver and/or gold statuses in Cloud Business Application competency.

Currently we don’t know what will be required to achieve competency and statuses and if it will be connected with recently announced BC exam (probably yes).

But Business Central implementers will have one more opportunity – to achieve Small and Midsize Cloud Solutions competency through a Business Central differentiation opportunity. Probably there will be some differences i.e. slightly different threshold.

OK, this is everything we know for now. As sook as we have more information, you can find it on the Microsoft Partner Network.

Business Central Certification Exam and more…

Yesterday on the first day of Microsoft Inspire (this year in digital format), we had an opportunity to see some long time waited news. We will finally have certification exam for Business Central. It will be MB-800 exam – Microsoft Dynamics 365 Business Central Functional Consultant and this exam will be available from October 2020. It will cover the following processes of implementation: set up Business Central, configure Financials, configure Sales and Purchasing, set up operations, and of course how to use Power Platform components. More about the exam here. When you pass this exam, you will become Microsoft Dynamics 365 Business Central Functional Consultant Associate.

But this is not all. We have more news in certifications. As Power Platform takes more and more spaces in solving business issues, we will get two new exams for Power Platform and they will be available from September 2020:

Business Central API’s and Available Methods

If you use API’s in Business Central, probably you found some limitations in methods, depending on API to API. Sometimes you can do more, sometime less. For example, with Accounts you can use only GET method (I still don’t understand why?), and so on…

You can find details about all of them here, but I prefer to have everything on one place as it will be easier to decide if I would use standard API or eventually I need to create the custom one. Because of that, I’ve made this matrix with all standard API’s and methods you can use with them:

Except these limitations, it would be nice to know that you have some other limits as well and they are important if you want to use API’s in some solutions. Even if those limits are high, they are still limits. For example, you can have maximum 600 requests per minute in production environment and 300 in sandbox. Complete list of limits is here.

And what is also important? If you are using those API’s through Power Platform (or Logic Apps) connectors, you should understand their actions and parameters. All details can be found here, but there is a table for better understanding:

It is important to mention that all that information are subject of change.

Business Central OnPrem vs Azure vs SaaS

A few last months constantly I see misunderstanding what Business Central SaaS offering is. To be honest I thought it is all well known, but often it is not a case. Because of that, I’ve readjusted standard IaaS vs PaaS vs SaaS chart and made it applicable to Business Central. I think this chart speaks for itself, but if someone needs additional info, you can send a question and I’ll add details.

Just to be clear, on the top level where we have Company Data, I think on using BC as a system through UI or API’s. That means you are master of your data. You need to be sure how you enter and post your documents. But if we talk about configuration of system, mostly it will be done by your partner, but again this is your decision (as customer) to find trusted partner to work with.

As this chart cannot offer completely picture, I’ve added one more. First one was all about technology, but the next one is about licensing and what is included in system.

*) One thing maybe not 100% clear from this chart is infrastructure subscription if you are using BC on Azure (IaaS model). If you want to use Business Central deployed on Azure infrastructure (no SaaS), you can use a few different models. First you (as customer) can have your own infrastructure (1 VM, 2 VM’2, or VM + Azure SQL). The second, you (as customer) can use partner infrastructure and in this case you can dedicated hardware or services to you (as if you use your own) or you can use shared resources (more cost effective). In this case, middle tier can be used for more clients, as well as Azure SQL database can be added to Azure Elastic Database Pool and to get better performances and better cost. You can find ideas how to make it here (and this is important especially if BC SaaS is not available in your country). And one more thing… if you are using model BC on Azure, cost for OS and SQL Server is included in HW Subscription.

I hope it is now far clearer, but again if you need any additional detail, just send a question.

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.