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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Registration Opened for Directions EMEA 2016

Directions EMEA 2016 in Prague attendee registration has opened from today. You can make registration here. You can use the early bird in registration and save as much as 300 EUR:

Super Early Bird Feb 16 to Apr 29   745 EUR (net)
Early Bird Apr 29 to July 31   895 EUR (net)
Normal July 31 to Oct 15 1.045 EUR (net)

Directions EMEA will be probably the biggest NAV Event in 2016 and you can have a really big benefit if you will be there. You can learn a lot of different topics and meet a lot of interesting people. Directions EMEA will be held on October 12-14, 2016 in Prague, Czech Republic.

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In the same time, registration for Directions NA 2016 in Chandler, AZ is still not opened. I hope it will be soon. In the meantime, you can find the last registration information here.

See you there.

A Merry Christmas and Happy New Year

This is almost the end of this year and I want to wish to all of you a Merry Christmas and Happy New Year.

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It is also the time to make a small retrospective of this year. Personally, this year was really great for me, as well as the previous year. I had a lot of very good projects, I started with publishing new magazine (and already got the award for this idea), I traveled a lot of countries and I was speaker on lot of very interesting conferences all around the world (and also in my country). I met a lot of new good friends. We got a new really exciting NAV version… I hope the next year will be the same and maybe even better.

I want to say thanks to all people that supported me. Of course, thanks to all people that do not supported me :-); they are a reason I am trying to be better. I want to all of you to have a year that is better than I already had this year (this is not so easy, but I really wish this for you 🙂 ). I also hope, we will get an awesome new version of NAV (‘Madeira’) next year; I already know some features and I am sure it will be really amazing new version.

And, of course, special thanks to my friends all around the world and especially to my family (my wife, son and dog).

After NAV 2016, NAV ‘Madeira’ Is Coming

Unfortunately because of my backache, I cannot be involved in this year Directions EMEA as I really want. But I try as I can. On other side, I have more time to write.

Yesterday and today we’ve heard a lot of amazing news in NAV 2016. It is one of the best releases and I think we can say that people from Microsoft made awesome product. A lot of functional features and more technical really good things. We will speak about them in few following months. There will be a lot of documents, videos… I hope a new projects…

But what next. For now, we have information where will be the next Directions EMEA. It will be one of the most beautiful cities on the world – Prague, for the second time. And we also know what a code name of next NAV release is. It is NAV ‘Madeira’ and we can start to find it on an open see.

NAV-Madeira

What we can expect in this new release? Currently, we know only few initial priorities, but it looks pretty good:

  • Office 365: Further enhanced “in” Office 365 experience
  • Azure: Pre-packaged Azure ML services
  • Core Product: Developer experience, More service integrations
  • Deployment: Fast set up, Easy configuration

A now, let’s start to use NAV 2016 and waiting for new features the next year in the same time.