Advanced Scenario with Project Madeira and Outlook

I think in my few previous posts, I’ve already showed some very interesting Project “Madeira” feature in collaboration with Office 365 and Outlook. Now, I will finish this small story with the some more advanced business scenario.

I got an email from my client where he asks an offer for some items. As I expect, because he is my old client, “Madeira” automatically recognized him and gave me possibility to see his company contact card or him as my customer. This second info is more useful for me.

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On this card, I can see his balance, past due balance, overdue as a chart and few interesting tiles with information about his existing quotes, orders, invoices, credit memos, posted documents… If I want to see details about his balance, I need just to click on amount and I’ll get all information from Customer Ledger Entry; again everything in mail Outlook client. I can see posted document from this entry or edit if I want it…

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And the same situation is if I click on amount in the chart. I also can use these tiles to see all documents with details from this default place.

OK, I decided I’ll give him an Offer. From this customer card, I can make new Sales Quote (I can make other sales document as well). As I expected, system noticed me that he has overdue balance, but I will live with this risk J. Now, I just need to fill what he wanted on quote and choose Send by email.

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System will automatically create new email with attached Quote as PDF and all necessary information in mail body. And I just need to click Send. When I get confirmation, I will continue with working making an Invoice and sending approval request. And after that I’ll choose to Post and Send this invoice.

As you saw, we can make almost all sales business processes without leaving our Outlook client. And this is not everything we can; this is only part of possibilities. But we can see all of these in only few months. I am really waiting to see this product in production environment.

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New Extensions for Project Madeira

When I run Project ‘Madeira’ for the first time, I found only three extensions there:

  • QuickBooks Data Migration
  • PayPal Payments Standard
  • Envestnet Yodlee Bank Feeds

All of them were created by Microsoft. But now, we can find eight of them (one new from Microsoft and few of them by ChargeLogic and Sana Commerce).

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It looks nice to see new extensions here from other vendors. I hope we will have a hundreds of them in few months as well.

But I’m afraid about their visibility when we have a hundreds or thousands of them. I use brick view for the best visibility, and yes – search works fine, but I think we have to have some additional tags. Minimum I need is Category tag, because we will have a lot of completely different types of extensions (data migration, notifications, integrations, payment, some specific vertical or horizontal solutions, localisations,…). Also, it will be fine to have Market tab because some of extensions are for global market, but some of them will be only for some specific countries.

I expect to have some kind of rating as well. We will have a lot of similar extensions, and we need something for differentiation. I think these ideas can improve ‘Madeira’ experience. But it look it will be a great product.

Project Madeira and Power BI

If you have demo Project “Madeira”, you can also try to use Project “Madeira” automated Power BI. You need to use the same credentials and log to powerbi.com

Then, you need to run Services and choose Project “Madeira” package:

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Choose “Connect” and put your OData Feed URL. You can find this URL in your Project “Madeira”. You need to find Web Services page using search and copy OData URL until your company name, as the following model:  https://[navserver]/[instance]/OData/Company(‘Sample%20Company’).

Wait some time and type your credentials, using the basic authentication method. You need to use your O365 username, but as your password, you need to use your “Web Service Access Key”. To create your “Web Service Access Key”, go to the your User card in Project “Madeira” and use “Change Web Service Key” command to generate your “Web Service Access Key”.

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After that, you need to continue with logging to your PowerBI. You don’t need to take care about certificates and similar; everything is already prepared. When you finish, you will get page similar as my. Then, you can check and try to make it funny…

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Pretty easy. Enjoy.

Project Madeira – The Final Configuation

In few previous articles, I’ve already wrote about configuration of our new product “Project Madeira”. Now I want to finish with configuration.

I’ll continue with Office Add-Ins set up. When we start wizard, first we can choose to set up only our mailbox or completely organization. Then, system will ask us to fill our exchange online credentials (email and password). If we choose My organization, then we have to have an administration rights.

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After that, we just need to click on Finish and everything is finished. Then, I’ll continue with setting up approval workflow. After reading of small manual, we can chose to activate Purchase Invoice Approval or Sales Invoice Approval; or both of them. We need to choose approver person and amount limits.

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After that, just click Next > Next and Finish. Very easy (of course, if you know and understand what you actually want to configure and use). And finally, we can configure email logging. We can set up Exchange public folders and rules, so that system processes incoming and outgoing emails to create Interactions. Just fill your Exchange Online administrator credentials. After we finished with this, system will create a few public folders:

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After that, system will ask to create and activate incoming and outgoing email rules.

Nothing else. Your “Project Madeira” is configured. Of course, we can do some additional work, but about this in some other articles.

Project Madeira – Data Migration

As you already used wizard to make some primary configuration, you can continue with using of few another wizards to finish complete setup of your company. You can find a small Assisted Setup to see what you need to finish.

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When you open a Migrate Business Data, you will continue with the wizard. And first, you can see what extensions you already have. Yes, you hear fine; you can use different extensions as apps. By default, you have three of them: Envestnet Yodlee Bank Feeds, PayPal Payments Standard and QuickBooks Data Migration (just click on Open Extension Management and you will see). It looks fine:

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Then, you can choose to import from Excel or from QuickBooks (because you have an extension). Than, you can download all templates and fill them. When you fill them, you need to configure Settings to set default templates and import this Excel file after that.

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You will see the numbers of your main data (Customers, Vendors and Items) and if this is correct, just apply them. If you have errors, you can see them with all details. On the end, you need to finish process and import is completed.

It is easy, but I think it will not be possible to be finished without some support from partners. Client without standard NAV knowledge will not be in situation to import and configure everything they need. This is still job for partners.

Project Madeira – Configuration

When you open “Project Madeira” for the first time, you will get access to the Cronus demo company with a Business Manager role center. Of course, you can this change role center, but you have not all role centers as you can find in standard Dynamics NAV solution. There are “only” five role centers:ProMadeiraRCs.jpg

But for this kind of software, it is more then enough. It is really everything what you actually need. Of course, you can create your really company. When you open My Setting, you can find how to change companies. You can choose Cronus as you actually use and “My Company”. When you choose “My Company”, you need to log-out and log-in, and you will get the wizard for company configuration. When you click “Next”, you will see the standard configuration questions. These questions are very simply and everybody can finish this questionnaire (the basic company data, bank data, accounting period… and that’s it):

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You will get your production environment for your company. This wizard is simply and excellent and the most important, on this way you’ve just got your company in SaaS. You can continue your work.

This is just small intro about configuration. You can expect more soon.

Project Madeira – Preview

Today, Microsoft has published the first public preview of “Project Madeira”. I’ve just installed and opened this version. This will be the first Microsoft ERP as SaaS. Microsoft continues with their vision “cloud-first-mobile-first”. We can use this software as App on WP, iOS and Android phones and tablets and as web application. When you look this on the first sight you can see, it look like as Microsoft Dynamics NAV and this is basically NAV, but only in the root.

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You will see, this system has only the basic features, something similar as Small Business Role Center in older NAV versions, but this is not the same. There are a lot very interesting things and this is only first impression about it, but it look awesome.

For example, you can see your items on three different ways (bricks, tiles or list) as you can see on this picture:

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This is only one nice features and I need to check more to give you a complete user experience. I’ll spend few next days with Madeira and you will find more about this product soon. I expected something new and awesome, but this is really something amazing. Currently I can just repeat Microsoft words: Microsoft is reinventing business productivity with Project “Madeira.”

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