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!

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Dynamics 365 Business Central October release

Long time no see. I’m currently on vacation and finally found some time for writing. I don’t know if you already read Business Applications Release Notes – October ’18. If you are, don’t read this article :). But if you didn’t already read, you can get some basic overview what we will get in October.

First one technical news, from October we can use Business Central, on-cloud, on-prem and in hybrid deployments. And even more, you can use existing Dynamics NAV on-prem solution in hybrid model connecting to the cloud through Business Central. In both of cases, using Business Central or NAV on-prem, you can have your tenant on a cloud, where your data will be replicated. If you decide in one moment to continue only with cloud, it will be very easy task for you. But it is important to know, in this scenario you need to have all your customizations based on extensions. Actually you can have code customizations as well, but in this case your system will temporarily disconnected from cloud. If you refactor your code to extensions, you can be connected again.

OK, now there are some very important improvements on a Web Client, all of us expected. One of them is Advanced filtering and to be precisely Limit Totals feature. This feature is very important for regular usage of system and finally we got it on Web Client. Now we can use one of the most popular features in filtering in Dynamics NAV where we can filter aggregated values from another tables. And even more, we’ve got some new filtering shortcuts. There is not new filter pane added to the side of our lists which allows us to:

  • Get an overview of the currently applied filters, and see if they were set by you, by a filtered view, or by the application itself.
  • Add as many filtered columns as you like by typing to quickly search for more fields on the source table.
  • Get assistance with specifying filter values using lookups or the field’s data type.
  • Create complex filters using operators, ranges, variables, and shorthand.
  • Filter to the current cell value in the list.

There is now improvement in search where the Search field replaces the Search for Page or Report field. We can use it to find objects such as pages and reports, but also to find actions and product documentation, but R&D team also improved the logic behind the search with much better results.

One of the “small” improvement is continued modernizing of user experience. If you saw some pictures from the previous Directions, you could find some differences between those pictures and Web Client in already available Business Central. But now all those features are here in October release:

CustomerCard D365BC.png

As you can find in original documentation: “Now users get a more streamlined navigation with the back button displayed prominently on the left of the page and with special dynamic system commands occupying the middle section. These elements move the navigation closer to users, allowing them to stay focused on the data and task at hand.” There will be improved already amazing PowerBI embed experience and lot of other different news (I mentioned only few of them).

But one of the biggest improvement is in development area and it was maybe one of the biggest blockers in development with extensions. This feature now enable enums (options) from the base application as well as create new, extensible enums in your extensions.

Now you can extend even more in you extension as for example Report data sets and Field groups. As new feature, their is now Event discoverability and of course, there are a lot of new events added to system.

And these are not only improvement in development. There are Debugger, IntelliSense and Translation enhancements, .NET Interop, Working with permissions, OData-bound actions in AL and lot of “small” Visual Studio Code AL Extension enhancements.

If you want to find all details, you can go to the official Microsoft page: https://docs.microsoft.com/en-us/business-applications-release-notes/October18/dynamics365-business-central/

Dynamics 365 Business Central Licensing

As we already had insight in Dynamics 365 Business Central and this solution will be available in only three days, it is a moment to get more information about licensing. In this post I’ll show only the basic important topics regarding licensing.

As we already know, there are three licensing types Premium, Essential and Team Members. Premium and Essential will provide full access to solution, but not to the same level of features. Essential has most of the future, but not Manufacturing and Service Management (this is included in Premium package). And very important thing is that we cannot use a mix of these two user types. You must choose what level of features you need and all full users must use the same license type.

D365BC licenses.PNG

As a Team Member, you can do the following:

  • Read anything within Dynamics 365 Business Central
  • Update existing data and entries in Dynamics 365 Business Central – existing data are records like customer, vendor or item records which are already created. Entries means entries on which it is specifically allowed from an accounting perspective to update specific information. (e.g. due date on customer ledger entries)
  • Approve or reject tasks in all workflows assigned to a user
  • Create, edit, delete a quote
  • Create, edit, delete personal information
  • Enter a time sheet for Jobs
  • Use PowerApps for Dynamics 365

And more, it is important to know that the minimum number of full users is 1 and w don’t have a maximum number of users (you can register number of users you need). But keep in mind, we are talking about named users, not concurrent.

And Dynamics 365 Business Central Essential, Dynamics 365 Business Central Premium and Dynamics 365 Business Central Team Members also includes the PowerApps for Dynamics 365 Applications license.

Dynamics 365 Business Central users are not provided with any standalone or general-purpose Power BI license or use rights, but this subscription includes an option to embed Power BI content as a product feature but require users to subscribe to Power BI separately to configure access to this content.

And with a question what we have more included, this is important table:

D365BC environment

Customers who wish to expand beyond the default subscription capacity included in Dynamics 365 Business Central will need to have a separate Azure subscription.

But on the end as very important: please do not use this article as license manual. If you need more details for licensing of real or potential customers, please use an official Dynamics 365 Business central Licensing Guide.

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.

TalentLicense.PNG

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.

PowerAppsLicense.PNG

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.

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.

Insp1.PNG

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:

Insp2.PNG

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.

Insp4jpg.jpg

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

Summit EMEA 2017 (NAVUG, AXUG, CRMUG)

For the first time in the last 10+ years, I was on the conference with NAV topic, but I didn’t spend whole time on NAV sessions. This time, on Summit EMEA, I wanted to hear as more as possible about all news in Dynamics world. Because of that, I was on AX, CRM and PowerBI sessions as well. Of course, I was on a few NAV lectures.

Summit

In NAV world, there were a lot of interesting topics about the best practices in functional and technical areas. From my perspective, the most interesting sessions been about integration with PowerBI and Extensions, but this is my subjective opinion. Generally, in NAV world, we didn’t have some news and probably we need to wait this fall to get something new.

On the other side, I attended on a few AX and CRM sessions and it was interesting for me. The first because I’m not so experienced in these areas and the second, because they have some news. In the AX world, Microsoft announced AX on-prem (actually AX with “local data”); we use this “local data” expression because we have company data on a local, but LCS is still in the Azure. Presentations about this topic were really interested. An on the end, Amsterdam was awesome – a true host.

Amsterdam

As the conclusion; the amazing conference with a more than 1000 participants, mostly from user’s side and the great content. The great opportunity for networking… again I met a lot of interesting people. The next one will be in one of the next cities and I will be there for sure:

NexdtYear

What would you like for the next year? Where should you go: Belfast, Dublin, Barcelona, Copenhagen, Glasgow or Amsterdam again?

And of course, in the next few days, I’ll publish more details about content if you are interested.

NAV TechDays 2016 Presentations

NAV TechDays 2016 has just finished a few days ago. Unfortunately, I missed it this year. I wanted to be there with you in Antwerp and I already announced session with Steven Renders about Power BI, but I had to cancel my attendance. I know, Steven perfect prepared this session without me because he is an expert for this topic.

OK, life goes on. I really hope I missed only this year and I’ll be there the next year. Now, all sessions are already published and I want to have all of them on the one place. There are all of them:

The Power of Power BI and Dynamics NAV by Steven Renders

Office 365 for NAV Techies by Arend-Jan Kauffmann

Best Practices in Developing Microsoft Dynamics NAV 2017 Extensions by Waldo

Real Life Source Code Management by Soren Klemmensen

Modern Developer Tools for Dynamics 365 and on premise NAV by Michael Hammond & Esben Nyhuus Kristoffersen

Bad Habits of NAV Developers by Waldo, Vjeko Babic and Gary Winter

Migrating to Events by Gunnar Gestsson

Building Cool Experience with NAV Everywhere by Horina Serbanescu, Eygo Kawatani and Andrea Tino

Design Patterns in NAV 2017 by Anders Larsen & Nikola Kukrika

JavaScript Architecture – Turning Pain Into Gain by Vjeko Babic

Get Some Smartness into Dynamics NAV / 365 with Notifications and Cortana Intelligence by Klaus Marius Hansen & Jesper Schulz-Wedde

Building the Dynamics 365 for Finacials Services by Kamil Koclega & Constantin Daniil

Enjoy…