All sessions from NAV TechDays 2017

23/11/2017 atotovic Conference, Dynamics 365, Microsoft Dynamics NAV API, Azure, C/AL, CDS, D365, docker, Extensions, NAV, NAV 2018, NAV Tenerife, NAVTechDays, O365, PowerApp, Tenerife, Visual Studio Code

NAV TechDays 2017 has just finished a few days ago and I already wrote about my expressions. Now, all sessions are already published and I want to have all of them on the one place. There are all of them:

Opening Keynote

Deep dive into the new development tools by Stanislaw Stempin, Jesper Schulz-Wedde and Esben Nyhuus Kristoffersen (all from Microsoft Development Center Copenhagen)

Desktop & Mobile Client Enhancements by Horina Serbanescu, Andrea Tino and Tomas Grubliauskas (all from Microsoft Development Center Copenhagen)

Application SaaSification by Henrik Frovst Madsen and Tommaso Pimpo (all from Microsoft Development Center Copenhagen)

Azure Functions Deep Dive by Vjeko Babic (Cloud Ready Software)

C/AL, Coding for Performance by Jasminka Thunes (NxM Business Solutions) and Jörg Stryk (STRYK System Improvement)

Creating great API’s by Anders Larsen and Nikola Kukrika (all from Microsoft Development Center Copenhagen)

Rock ‘n Roll with VSCode by Waldo (iFacto & Cloud Ready Software)

PowerApps, Common Data Services and Common Data Model by Michael Nielsen (ForNAV) and Mark Brummel (NAV Skills)

Easier and DevOps-friendly Dynamics NAV environments using Docker / Windows Containers by Tobias Fenster (Axians Infoma), Jakub Vaňák (Marques Olivia) and Freddy Kristiansen (MDCC)

Best practices to get automated tests running on your solution by Luc van Vugt (fluxxus.nl) and James Crowter (Technology Management)

Office 365 business apps powered by Dynamics 365 “Tenerife” platform by Ievgenii Korovin, Andreas Moth and Monica Ahuja (all from Microsoft Development Center Copenhagen)

Source Code Management with Visual Studio Code Made Easy by Soren Klemmensen (360 Visibility) and Jonas Andersen (Elbek & Vejrup)

Enjoy and see you there the next year…

New App – Microsoft Invoicing

21/07/2017 atotovic Dynamics 365, Microsoft Dynamics NAV, O365 365, App, Dynamics, Dynamics 365, Invoicing, Microsoft, Microsoft Invoicing, O365, Office 365, subscription

I’ll start this post with two phrases “Amazing” idea and App and “Unfortunately”.

First “amazing”, because it is really new cool App in Office 365. With this new online mobile App you can easy create and send very good looking invoices to your customers in PDF format. It is awesome application for very small business. And except creating and sending invoices, you can accept your payments, mark your invoices as paid or unpaid; add and edit your customers, view yearly and monthly sales and overdue payments… It is really cool and smart thing in your hands.

But why “unfortunately”? This “unfortunately” is for now, because you can currently try this app only if you are invited and of course if you are using Office 365… and not all Office 365 packages. Currently, it is possible only with Office 365 Business Premium Subscription.

If you are lucky, when you open your Office 365 dashboard, you will find Business Center and you will find Invoicing.

And now, I’ll show you in few steps how to download and run this App. You can download it from AppStore for your iPhone or from Google Play for your Android devices. Just to know, I’ve tried only on iPhone.

When you find it on your store and download it, you will run App and find ‘Sign In’ button.

O course, you just need to click on this button and to continue with logging. Of course, for logging, you must use your Office 365 credentials. System will the first ask for you Office 365 account and then open standard Office 365 login page to enter you password.

And as I already said, if you are lucky one, you can try this App now. if you are not so lucky :(, you will get a message that App not accessible…

This is all for this post. In the next post, I’ll write more about features.

Dynamics ERP and CRM Continue Together

15/03/2017 atotovic Conference, Microsoft Dynamics CRM, Microsoft Dynamics NAV CDS, Conference, CRM, Customers, D365, Dynamics, Dynamics 365, ERP, eXtreme 365, Financials, Flow, Marketing, Microsoft, Microsoft Dynamics, NAV, NAV2017, O365, PowerApp, Sales

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.

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.

Using NAV Outlook Client on iPhone

01/12/201601/12/2016 atotovic Dynamics 365, Microsoft Dynamics NAV D365, Dynamics 365, Financials, iPad, iPhone, Microsoft Dynamics, Microsoft Dynamics NAV, NAV, NAV2017, O365, Office 365, Outlook, OWA

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.

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.

Final List of My Lectures – Fall 2016

19/09/201622/09/2016 atotovic Conference, Microsoft Dynamics NAV agenda, Azure, Azure SQL, Conference, Directions EMEA, Directions NA, lecture, NAV, NAV2016, NAV2017, NAVTechDays, NAVUG, O365, Office 365, Power BI, Sinergija

I’ve already wrote about my sessions during this fall conferences, but now I have the final agenda for all conferences where I’ll attend. If you want to come on some of my lectures, I’ll be happy and I’ll try to help you as far as I can.

Directions NA, Chandler, AZ, US

Choosing the best possible Azure platform for NAV, September 25, 2016| From: 5:15 PM to 6:15 PM
Water-Agile-Fall methodology and NAV implementation, September 26, 2016| From: 10:15 AM to 11:15 AM
Partner Technical Panel (one of speakers), September 28, 2016| From: 11:15 AM to 12:15 PM

Directions EMEA, Prague, Czech Republic

Choosing the best possible Azure platform for NAV, October 12, 2016 | From: 05:15 PM to 06:15 PM

MS Sinergija, Belgrade, Serbia

NAV 2017 vs Project “Madeira”, October 17, 2016 | From: 11:30 to 12:30

NAV TechDays, Antwerp, Belgium

The Power of Power BI and NAV (with Steven Renders), November 18, 2016 | From 13:30 to 15:00

Create an Invoice from Outlook Calendar in Project Madeira

03/08/2016 atotovic Azure, Microsoft Dynamics NAV, O365, SaaS Azure, calendar, Integration, Madeira, NAV, NAV2017, NAVUG, O365, Office 365, Outlook, Project Madeira

I’ve already wrote about using integration of Outlook and Project Madeira. If you use Exchange Online, you can use a lot of automation. As I wrote in my last article, everything I used is based on Project “Madeira” currently demo features, but I expect we will have minimum the same in new NAV 2017. But OK, we will still wait with this until we get the official new release.

I older articles, I showed you how to use this kind of integration in emails, but now we can use some automation in Outlook Calendar as well. If we make an appointment to make some invoice for example, when we open this appointment we will notice Project “Madeira” button.

Using this, system will as us what contact we want to use and when we choose one of them we will get all necessary information about him. Now, we can make new quote, invoice, order or credit memo for him if we want. We can add everything we want in this document without leaving the Outlook Calendar. When I finish, I can send this document on approval or just post or post and send.

On my first picture, I captured how it looks like in Outlook Online, but everything is a possible using desktop Outlook (as I noticed, you just must use Exchange Online). If we use desktop Outlook and open the same appointment, we can notice two buttons. The first is about Contact Insights and the second is intended for directly creating a new documents. You can type a new document directly in the right part of appointment or click on “Pop Out” button (you can use this in online and desktop versions as well) to get independent window for easier way of typing.

And when you finish everything is the same as in online version. Now you can choose to work in Project “Madeira” or in NAV from email or from calendar and it will make your daily business faster for sure.

Microsoft Dynamics 365!

06/07/201626/07/2016 atotovic Azure, Microsoft Dynamics CRM, Microsoft Dynamics NAV, O365, Power BI, SaaS 365, AppSource, Cortana, CRM, CRM Online, Dynamics, Dynamics 365, ERP, Flow, IoT, Microsoft, Microsoft Dynamics NAV, NAV, NAVUG, O365, Office 365, Power BI, SaaS, WPC

Today, Microsoft published story about Microsoft Dynamics 365 on Partner Source and on their blog. And in the same moment, they’ve also published Microsoft AppSource. What is this?

Microsoft says that this represents the end-to-end intelligent business applications in the cloud and it will be worldwide available in the fall of this year. Generally Dynamics 365 will bring the best of Dynamics ERP and CRM solutions and currently it is based on Project “Madeira” (but not only; we can expect the enterprise edition of Dynamics 365 based on AX) and CRM Online, but not only on them. It will provide the main business processes as Finance, Sales, Customer Service, Field Service, Operations, Marketing and Project Service Automation.

And even more. This is not closed system. This system is natively integrated with big data and IoT, Power BI, Cortana Intelligence, Microsoft Flow,… everything what you need and when you need. Classic Software-As-A-Service story, but very advanced. I think I don’t need to spend my words about integration with Office 365; this integration will be extremely deep (you already saw just a part of this in my previous article about using “Madeira” with Outlook).

And of course, if you want to know something more about it, the best is to attend on WPC during the July. Microsoft will provide three session about this new solution. You can also see more about it on Summit this year (Scott Guthrie will speak about it) and I hope on Directions.

You can expect more from me about this soon. But this is just small the first introduction about new solution in the family; remember this name – Microsoft Dynamics 365.

Project Madeira with Desktop Outlook

04/07/201626/07/2016 atotovic Microsoft Dynamics NAV, O365, SaaS exchange, Madeira, NAV, NAV Madeira, NAVUG, O365, Office 365, online, Outlook, Project Madeira, SaaS

In my few previous articles, I showed you how you can use Project “Madeira” with Outlook. But in all these posts, I used Outlook Online. You can also do everything the same in Desktop Outlook. You just must use Exchange Online.

Because of that, I want to show just some example in Desktop Outlook using Office 2016. You can use all examples I already showed. In this my small example, I got an email about some Invoice Issue from client.

In this case, you just need to run “Desktop Links” add-in and Outlook will open your invoice in email body. For example, I’ll make an invoice correction and change discount fro 5% to 10% and re-post and re-send invoice to my customer.

You just need to choose Correct and system will make and post credit-memo, the same as invoice and create new invoice with the same data. You will change everything you want and choose “Post and Send”. System will post this invoice and create new email with this invoice in attachment as PDF.

But we have something more. In the right corner, we can find “Contact Insight” button and when we run it, we will get all information about this customer in the right pane. This pane is interactive and that means you can click on any data and you will get new information here.

Also, you can find “New” button and we can create all sales and purchase documents from this place. I think almost all functionalities in the Online and Desktop Outlook are mostly the same, but Desktop Outlook experience is even better.

Advanced Scenario with Project Madeira and Outlook

30/06/201626/07/2016 atotovic Azure, Microsoft Dynamics NAV, O365, SaaS Dynamics, Madeira, Microsoft Dynamics NAV, NAV, NAV Madeira, NAVUG, O365, Office 365, Project Madeira, SaaS

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.

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…

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.

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.

Invoices in Project Madeira via Outlook

29/06/201626/07/2016 atotovic Azure, Microsoft Dynamics NAV, O365, SaaS Azure, Dynamics, Invoice, Madeira, Microsoft, Microsoft Dynamics NAV, NAV, NAVUG, O365, Office 365, Outlook, Project Madeira, SaaS

Few days ago, I wrote article about working with contacts in Project ‘Madeira’ via Outlook. Now, want to show something more about integration with Office and Outlook.

What if you get an e-mail with invoice number in mail body? Outlook will underline this number and make link to your actual invoice in NAV if you just click on it. Beautiful.

If invoice with this number doesn’t exist, system will offer you to search document in all your sales and purchase documents. You just need to choose type of documents, and you will get list of your documents as bricks. Impressive.

But what when you find your documents? First, you can continue to work with this document in your mail body or you can choose to open it in new window for a better visibility. And then, you can choose a lot of actions, everything from your e-mail (you don’t need to open your Madeira client during all these actions).

If I choose the first option (Send), system will just make a reply mail with this Invoice in PDF as attachment with the basic details about this invoice in a mail body.

But you can make a different actions as well. Maybe you need to correct this posted document (system will automatically create and post Credit memo and create new document) or you want to create a Credit memo or change your payment service… Everything of this is possible, but only if this contact is connected with your customer.

There are still more possibilities, but in some other article… Currently we can say, Project ‘Madeira’ promises a lot.