Editing PowerBI Reports in Business Central

Having embed PowerBI in Business Central is well known fact, but recently in Fall ’18 release, Microsoft made it even better because now you have already added PowerBI reports on all pages where they were planned to be. OK, it is nice to have and it can be time saver, because you don’t need to waste your time to add reports to page-by-page.

But what if you are not satisfy with it how these reports looks like? If you want to change something? Previously it was locked, but now… Now it looks amazing. You don’t need to leave your Business Central environment… everything you need, you will find in your Web Client (of course I’m speaking about cloud version 🙂 ).

Let’s show… Find some PowerBI report and choose Manage Reports command.

When you run this command, you will open PowerBI Management in Business Central (PowerBI Designer) and you can design your reports.

You can change your existed reports or eventually add new tab with new charts… you can do as you want.

When you finish, you just need to save it or to save this new report as a copy (if you want to keep original).

When you close it and open this report in Business Central, you will see that now you have your new report. Simply, right? Amazing job!

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eXtreme 365 in Austin and Business Central

After amazing conference in The Hague this fall – Directions EMEA, we have two another great events until the end of this year. First in Europe, NAV TechDays will come in November 22-23 and after that we will go to US on eXtreme 365, December 2-6, Austin Texas.

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This event was dominantly Dynamics CRM conference for a years, but in a last few years, we have more and more topics in ERP area as well. And now it is Dynamic 365 conference and it is very important because we have more and more partners from CRM world who want to start ERP practice as well.

This time we will have a lot of interesting content there and I’ll provide six sessions about Dynamics 365 Business Central, each in 75 minutes (7,5 hours in total – not so bad).

For beginning, I’ll have session in two parts: BC02/BC03 – An Introduction to Business Central. It will be workshop for all newbies in NAV/Business Central.

After that, you can find the following sessions (two of them will be provided together with my friend and colleague Dejan Pervulov, PTA in Microsoft):

If you are in Austin in the beginning of December, come to see this great conference.

Summit EMEA 2019

Summit EMEA 2018 in Dublin has just finished yesterday and I still try to count all impressions. It was the great one with 221 sessions and now we can start to think about the next year Summit.

Only one part was missing – NAVUG part of the Summit and I really hope that we will have NAVUG Summit in EMEA the next year, especially because now NAV (of course Business Central) is a very important part of Dynamics 365 family. Before that I’m happy to see all UG’s in Phoenix later this year.

And now, where will Summit EMEA be the next year?

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Currently we have four options to choose: Amsterdam, Barcelona, London or Nice. If you want to give your vote, it is not too late and you can do it here. The last time when I checked results, it was like that:

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Anyway, see you in one of the these four cities the next year.

What we can expect from D365 for Finance and Operations – Summit EMEA

I usually don’t write about this topic (Dynamics 365 for Finance and Operations). My topics are more related with Dynamics NAV or Dynamics 365 Business Central in the future. But this time, I think I heard a lot of amazing news here in Dublin on a Summit EMEA from Muhammad Alam (D365FO GM) and want to share it.

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OK, first Muhammad discuss about all great news in this spring update and how we can use all these features as well as together with the other services available as integrations.

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But after that, he announced what we can expect soon in this fall update (of course, not everything, but some very nice features). The main topic in the fall update will be Intelligence & Insights, Productivity & Usability and Adaptability trying to improve as more as possible performance, automation, supportability and integrations.

And based on his speech, we can expect the following features:

Finance / Public Sector Enhancements:

  • Enhanced reporting/inquiries
  • Budgeting enhancements
  • Encumbrance enhancements
  • Vendor collaboration enhancements
  • Distribution of interest accrued on cash balances
  • Vendor 1099 enhancements (US)

Revenue Recognition Management:

  • Revenue automation to comply with IFRS15 and ASC606
  • Support product bundles/kits:
    • Software and maintenance
    • Software and services
    • Software, hardware and services
    • Bundles of multiple elements
  • Deferred revenue management
  • Revenue recognition schedules
  • Subscription & renewals
  • Revenue forecasting & reporting

Supply Chain Management:

  • Advance Warehousing:
    • Advanced X-docking
    • Catch weight integration
    • Replenishment slotting plan
    • Put to wall / Put to store
    • …many more
  • Advanced Trasportation
  • Retail Pack & Ship
  • Small package
  • Material handling

Probably we will have more, but this is just the first list.

And on the end, important information; from October 2018, Microsoft announces end of mainstream support for old versions: AX 2009, AX 2012 RTM and AX 2012 R2. There will be upgrade plans for migration to Dynamics 365 FO and we can expect public preview for AX 2012 in April 2018 and for AX 2009 in May 2018.

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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 Talent availability per countries

In my previous blog post, I hope I make a licensing process closer to you, but now when you know how to calculate price for licenses and you can start with selling process, question is where you can do it. In what countries?

Regarding this question, I can prepare two different answers. One is answer about officially availability per countries where it is possible to sell product and second answer is a new question; can we sell if we don’t have localization (in this case translation).

Product is available in 138 countries in this moment: Americas 30, EMEA 88 and Asia Pacific 20. This is the mast full list I have (but this list will be updated):

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If you have a demo environment, you can go there: System administration > System settings and check all available languages in System language field. In this moment, we have available the following 42 languages: Arabic, Czech, Danish, German (DE, AT, CH), English (AU, CA, GB, IE, IN, MY, NZ, SG, US, ZA), Spanish (ES, MX), Estonian, Finnish, French (FR, BE, CA, CH), Hungarian, Icelandic, Italian (IT, CH), Japanese, Lithuanian, Latvian, Norwegian, Dutch (NL, BE), Polish, Portuguese (BR), Russian, Swedish, Thai, Turkish and Chinese (Simplified). This is not small number of languages, but we still need more, and I hope we will get them soon. On the other side, if you are going to Attract or Onboard apps, you can find, these apps have much more languages; if I count well, there are 61 languages. It would me nice if we have minimum all these languages in HR core.

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I hope this amazing product will be available in more and more languages.

Licensing in Dynamics 365 for Talent

In a last period, I’ve got a lot of questions about how to make a proper licensing for Dynamics 365 for Talent. As it is a new solution, it is understandable. As I’ve already wrote a few articles about this product, I think I can help with some answers.

The first and very important, all users in this solution are named users. And if we speak about HR core part, we have two different user types and you can buy them on two separate ways. We have Full Users with total access to all HR core application and we have Team Members with very limited access (mostly, but not only for read tasks).

As I mentioned Full Users (Talent Users) can be bought on the following ways:

  • as a regular Talent User (you must take minimum 5 users) for 40 USD
  • buying Dynamics 365 for Finance and Operations, i.e. you will get full Talent Users buying Unified Operation (for 190 USD) or full Dynamics 365 Plan (for 210 USD); in both cases you will get much much more than just Talent, but Talent will be part of your completely system.

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If we are speaking about Team Members, you can buy them for 8 USD, but again you will not get only access to Talent with them, but also to all other Apps in Dynamics 365 package. As I mentioned, Team Member are not limited only with read rights, because you can use them for example as employee for Employee Self Service.

OK, but this is not the end. Recently, Microsoft announce two additional AI Apps for Talent (Attract and Onboard) and that means if you want to use them, you first must be a regular Talent User. Then, you can subscribe them. Price is 8 USD for each of them separately or if you want both, price will be 12 USD in total.

And again, this is not the end. Actually, it doesn’t mean it must be the end. Why? Because if you want to customize something. As you already know (I hope), this App is full SaaS and you cannot just open a code and change it. If you want to change something on forms and similar, you can do it using PowerApps. In this case person who will make these customizations must have PowerApps Plan 2 (40 USD) license, but other users who will use these forms, have to have minimum PowerApps Plan 1 (7 USD) license. That means, not all users, only these who will use these new features. And just to know, if you are buying some Dynamics Plan, you will get PowerApps for free.

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And again, it is similar situation if you want to use PowerBI for additional reports or Flow for additional workflows.

I hope I covered all models of licensing here. But just keep in mind, it is possible to be some changed, because it is a new App in Dynamics 365 family and with new releases, it is possible to be some changes. And I didn’t mentioned, but just to be sure: all pries are on monthly basis.