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, but I still don’t have schedule (conference start – October 3rd). 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…

NAV news from Microsoft Inspire

I didn’t write for a while, but now we can speak about some news in Dynamics NAV. We got some information on Microsoft Inspire conference and not only about NAV. There are a great news, as announcement of new products, e.g. Microsoft 365 enterprise and business edition… But in this text I just want to mention few things about NAV.

The first, we will continue with both of models, ‘on premises’ and ‘on Azure’. We can expect for all Dynamics products we currently have, ongoing development.

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Except this important information about future releases of all Dynamics group of products, we got the main information about the most important technical and functional news in NAV ‘Tenerife’. You can find them on the following picture:

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And of course, these are not all news we will see in the next release. For example there is a new and better out of the box PowerBI integration, not only on the role centers. Now we will use more contextual PowerBI integration on different places in NAV.

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And not only this. But we will have more information soon… I’ll keep you in a touch.

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

Using NAV Outlook Client on iPhone

Today I held presentation about features in NAV 2017 and D365 for Financials. When I presented working with NAV 2017 in Outlook, I remembered that I had never show how we can use NAV (or D365 for Financials) in Outlook on the phone. I’m not sure if someone wrote about this and I want to give you some directions about it.

If you use standard Office application on your phone, you can not use this App for NAV/Financials. But we still can provide it. If you have iPhone, you can download OWA for iPhone from App Store. When you install this app, you can use all features as we used on standard desktop or online Outlook about NAV/Financials, but you need to use the latest update of Office 365 for business.

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When you install and login as Office 365 user, you can notice that when you receive mail, you will see small add-in Financials/NAV. You can use this add-in or if you have some document link, just click on link and open a document. You can see all standard information as on standard Outlook or edit something. On the same way, you can run this add-in from calendar as well.

If you want to have everything the same on your iPad, just download the same App and repeat all steps.

NAV Between Two Directions

I didn’t write so much in the last few days. I was on a small vacation after Directions NA. Now I’m waiting my flight and I just heard my flight is delayed. It will be a long trip and because of that I’ve found some time for writing on the Vegas airport.

Directions NA has just finished and I think we got two fabulous products – NAV 2017 and Dynamics 365 Financials. OK, we are still waiting the final releases, but we could see almost everything about them. And I’m writing “Dynamics 365 Financials”, not “Project Madeira”, because few days ago I saw new name in my solution. That means we will not use Project “Madeira” name in the future.

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Looks fine and I’ll use to use this new name. And what we got with this. Generally we got the new product based on the same source code as NAV 2017, but I’m sure they will be absolutely different products in the future; they will have only the same father and mother 🙂 And with Dynamics 365 we cannot continue with the standard customizations; that means we will must use extensions and we have to use to use extensions in the future, not only because Dynamics 365 – because of NAV as well.

OK, there are a really more and more interesting things about these two products and I’ll start to write about them from tomorrow when I arrive to home. But in the meantime, we are expecting Directions EMEA in only 9 days and we will see everything about that once more and I’m sure hear something new again. I’ll have one session on Directions EMEA with the same topic as on Directions NA – how to choose the best Azure platform for NAV. See you there in nine days.

And yes I forgot, the next Directions NA will be again in Orlando, but this time at the JW Marriott Orlando Grande Lakes at September 17th-20th. Bye Chandler for now and I hope, see you there the next year.

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NAV 2017 Limited Beta W1

In my previous post, I said that you can download NAV 2017 limited beta version. But there was a problem. If you tried to download you could see that W1 (and NL as well) were missing.

But now, Microsoft fixed it and you can download all version (W1 and NL as well). You can find 20 different localization versions (W1 + 19 other countries). Once again, just follow this link to sign Agreement and you can download it after that.

Good luck with new NAV. From tomorrow, I’ll start with series of articles about new features. I hope you will like it, but still the best place to find everything new in NAV 2017 is Directions NA and EMEA. See you there.