BizApps Wiki – a great place for ERP, CRM and other experts

New platform BizApps.Wiki has just started. On the first sight it looks like as well know Wikipedia, but there is ‘but’…

In comparison with Wikipedia there is highly focused content only with business applications (solutions/software) and other related topics. By the business application topics you can find information about almost all possible business application solutions as well as vendors (global and local). Also you can find information about partners or about the most impactful experts (MVPs or similar).

By the ‘other related topics’ it means you can find a lot information about project management, business processes, implementation processes, learning guides, certifications, events, communities, accounting… and so on.

OK it is obviously that topics are not related only with Dynamics solutions as this is Wiki about all business solutions, but there are for sure a few dozens of articles (maybe even more) related only with Microsoft solutions.

And on the end, there is one really good idea about building the digital business applications museum. Even if its history is not so big, it is very interesting how these applications looked like 20-30 years ago. And this is not finished project… as you can see on the first page, this is an ongoing project (always work-in-progress) where it is expected that community will take a part in building or editing this library of articles.

I’ll not write about the project in more details as you can easily go there and check. Definitely good for developers, consultants, project managers, but also for future experts such as students…

What MB-800 exam can guarantee?

I wanted to write this article as I recently passed this exam and I wrote about how to prepare yourself. I already mentioned in this article that if you have an experience in BC or NAV, you generally don’t need to prepare for this exam (but it implies you know and understand BC on the cloud). Now I’m not planning to continue in this direction how to prepare for the exam, but I want to discuss about what we can expect as result of passing this exam.

Generally the most of questions as well as case of study will show your real knowledge, but to be honest you can learn it even if you are not experienced and it cannot prove some specific level of knowledge. Of course, there are some questions non related with real implementation process and as a person with 15+ years in implementation I don’t know why someone thins it is important to know some report by heart, but there is not so many such a questions.

What is more important by my opinion is related with this that I personally am not a fan of this new exam models where we have one exam from whole solution. OK, for F&O we have 4 functional exams and there are similar situation with CRM exams, but there much more topics there and personally I think we have a small number of exams even in F&O and CRM areas. But when we talk about BC, I really cannot believe that one who will pass just one common exam can prove some serious knowledge. Generally BC is implemented very often as a big project and you cannot expect universal consultant who can implement all areas.

Based on my experience, we need to have minimum three exams: one core (we can use MB-800 for this) and another for essential features and third one for premium features (+WMS). And OK, we need development exam. In this case if these exams are prepared on the level as this one, they can prove serial knowledge.

Just to clarify, I like this exam, especially as it comes after a couple of years with no certification for NAV and BC. This is really well done job, but I think partners will need more. Currently, when you see that someone passed MB-800, it can guarantee that this person have basic understanding and knowledge of Business Central. It can be a case that this person is an expert, but this is definitely not necessary to pass this exam.

But as my conclusion, I would like to encourage all BC consultants (and developers as well) to try to pass this exam. Generally I think it is a good idea and especially I would like to recommend passing this exam for junior consultants. Preparing for this exam, they can learn something new and consolidate knowledge. Start with Learning Paths as now we have a lot of really good materials there.

Disclaimer: Everything I wrote in this article is my personal point of view and based on my personal experience and opinion. It doesn’t represent any official opinion companies I’m connected with.

Business Central Functional Areas

Usually when I talk with people with a small (or without) experience in NAV or Business Central but with ERP knowledge, they don’t know what functional areas are covered with Business Central. Mostly, they find something on internet that it is for SMB and they assume it cannot be used for complex business processes. Yes, Business Central is on the first place for SMB, but it can be found in very complex business as well and it covers the big number of business processes. And yes, Business Central is full ERP system.

Because of that, I wanted to show simplified map what business process are covered with standard Business Central. But just to clarify, this map represents only an overview of business processes… and if you want to see all of them, I can suggest to discuss with someone who is experienced and who can show everything what is possible.

As this picture cannot be viewed good here on blog post (small resolution), I’m suggesting to download it and to open as a picture on your desktop.

And what is important on the end… Business Central is easily extended solution. You can extend it adding new functional areas from AppSource or developing them from your partners.

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!

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.

eXtreme365Austin

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.

Check - GoLive

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. 🙂

Error 1

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.

Error 3

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.