My sessions on this fall conference season

This fall Dynamics NAV conference season will start soon, in two months and it is the last moment to register on conference you planned to go. This season we expect thick events schedule and officially season will start in Orlando on Directions NA at September 17th. If you need the full list of Dynamics conferences, you can find here.

I’ll have my session on three of these conferences. First I’ll start with Directions NA, then continue with Directions EMEA and finish my season on NAVUG Summit.

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I’ll have the same session on Directions NA and Directions EMEA – ‘Project Management Methodology in Dynamics 365 BE Implementation‘ and I already wrote about this topic.

My first session will be third day of Directions NA – September 19th at 3:15pm. As I said, I’ll have the same session on Directions EMEA, and it will be at the first day of conference, after Keynote – October 4th at 11:15am. After these two conferences where I’ll have soft skills topic (project management), I’ll have more technical topics on NAVUG Summit, starting from October 11.

My topics will be how to use Flows with NAV, where I’ll show not only technical topic, but also practical example how and where to use it. And then, I’ll have topic about variations in Manufacturing in NAV, where I’ll try to transfer my experiences in a lot of Mfg implementations. Schedule is published, but it will be changed for sure. I know this, because I need to provide two sessions in the same moment 🙂 … and I know myself, I cannot do it 🙂

See you there…

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Summit EMEA 2017 (NAVUG, AXUG, CRMUG)

For the first time in the last 10+ years, I was on the conference with NAV topic, but I didn’t spend whole time on NAV sessions. This time, on Summit EMEA, I wanted to hear as more as possible about all news in Dynamics world. Because of that, I was on AX, CRM and PowerBI sessions as well. Of course, I was on a few NAV lectures.

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In NAV world, there were a lot of interesting topics about the best practices in functional and technical areas. From my perspective, the most interesting sessions been about integration with PowerBI and Extensions, but this is my subjective opinion. Generally, in NAV world, we didn’t have some news and probably we need to wait this fall to get something new.

On the other side, I attended on a few AX and CRM sessions and it was interesting for me. The first because I’m not so experienced in these areas and the second, because they have some news. In the AX world, Microsoft announced AX on-prem (actually AX with “local data”); we use this “local data” expression because we have company data on a local, but LCS is still in the Azure. Presentations about this topic were really interested. An on the end, Amsterdam was awesome – a true host.

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As the conclusion; the amazing conference with a more than 1000 participants, mostly from user’s side and the great content. The great opportunity for networking… again I met a lot of interesting people. The next one will be in one of the next cities and I will be there for sure:

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What would you like for the next year? Where should you go: Belfast, Dublin, Barcelona, Copenhagen, Glasgow or Amsterdam again?

And of course, in the next few days, I’ll publish more details about content if you are interested.

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.

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

Microsoft Flow and NAV

Now we finally can use Flow features with Dynamics NAV. When you run Flow on https://flow.microsoft.com, you can find Dynamics NAV service.

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When you start from My flows, you can choose one of two NAV triggers:

  • When record in NAV is created
  • When record in NAV is modified

You can also find the same triggers, but for Dynamics 365 for Financials. You can start and make your first flow. You just need a few basic information.

 

Microsoft Dynamics 365!

Today, Microsoft published story about Microsoft Dynamics 365 on Partner Source and on their blog. And in the same moment, they’ve also published Microsoft AppSource. What is this?

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Microsoft says that this represents the end-to-end intelligent business applications in the cloud and it will be worldwide available in the fall of this year. Generally Dynamics 365 will bring the best of Dynamics ERP and CRM solutions and currently it is based on Project “Madeira” (but not only; we can expect the enterprise edition of Dynamics 365 based on AX) and CRM Online, but not only on them. It will provide the main business processes as Finance, Sales, Customer Service, Field Service, Operations, Marketing and Project Service Automation.

And even more. This is not closed system. This system is natively integrated with big data and IoT, Power BI, Cortana Intelligence, Microsoft Flow,… everything what you need and when you need. Classic Software-As-A-Service story, but very advanced. I think I don’t need to spend my words about integration with Office 365; this integration will be extremely deep (you already saw just a part of this in my previous article about using “Madeira” with Outlook).

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And of course, if you want to know something more about it, the best is to attend on WPC during the July. Microsoft will provide three session about this new solution. You can also see more about it on Summit this year (Scott Guthrie will speak about it) and I hope on Directions.

You can expect more from me about this soon. But this is just small the first introduction about new solution in the family; remember this name – Microsoft Dynamics 365.