Contacts in Project Madeira via Outlook Client

24/06/201626/07/2016 atotovic Microsoft Dynamics NAV, O365, SaaS Azure, Madeira, Microsoft, Microsoft Dynamics NAV, NAV, NAVUG, O365, Office 365, Outlook, Project Madeira, SaaS

In the last few articles about Project ‘Madeira’, I wanted to show how to configure it and some basics about usage and limitations. Now, I want to show you how we can use Project ‘Madeira’ using our Outlook. First, just to know, to do it we need Exchange Online (I’m using O365).

In this example, I’ve got an e-mail from unknown person. If we use a small icon on the top on e-mail, system will as us what to do with this contact.

If I choose to add this contact as a contact in my Project ‘Madeira’, I can associate this contact with some of the companies… And everything without leaving my Outlook. If we don’t know how to use some of the fields, we need just to click on this field caption and we will get a small help.

Now if we want to edit this contact, we can do it using “Edit” button. Or if this is not so comfortable to you, you can choose “Pop Out” button to open this contact in independent window. We also can run some other processes, eg. creating opportunity, creating interaction, checking or creating a quote… or run statistic or send some of the reports (in file format you want).

If you run e-mail from this person some other time, system will recognize her as a contact. If this contact is not connected with a company, system will offer you this possibility. And everything is a live with your ‘Madeira’ database. You don’t need to leave your Outlook page.

Project Madeira Universal App

15/05/201626/07/2016 atotovic Microsoft Dynamics NAV, O365, SaaS App, Dynamics, Madeira, Microsoft, Microsoft Dynamics, Microsoft Dynamics NAV, NAV, NAV2016, NAVUG, Project Madeira, SaaS, Universal

If you want to try Project “Madeira” on your devices (phone or tablet for example), you can download this App from App Store or from Windows Store.

When you run them, you will see that system requires Activation Code. This is not the same as you use App for Dynamics NAV (you don’t need to put it URL). You can find this Activation Code if you open “Get The App and Activation Code” page (you can find it using search pane).

You need to type this Activation Code in your App.

After that system will require to confirm your email as account with password and just wait few seconds. After that, everything will be fine. I’ve checked it with Windows Tablet and Windows Phone and with iPhone, as well. It looks fine.

Posting Groups in Project Madeira

26/04/201626/07/2016 atotovic Microsoft Dynamics NAV, SaaS configuration, Dynamics, Fixed Asset, Madeira, Microsoft, Microsoft Dynamics NAV, NAV, NAV2016, NAVUG, Posting, Posting Group, Project, Project Madeira, SaaS, Setup

When you create a new company in Project Madeira, you will get the new Chart of Account by default. This Chart of Account is created in this case by US legislation (this version is only for US); I hope it will contain for all countries as we will have localisations.

The same thing is with all posting groups. We have these posting groups already created from the beginning, and we need to use them in data migration process. Of course, if you need more posting groups, you need to add new and setup them as well. By default, we have limited set of posting groups:

Customer/Vendor Posting Groups: DOMESTIC
Gen. Business Posting Groups: DOMESTIC
Get. Product Posting Groups: NO TAX, RETAIL and SERVICES
Bank Account Posting Groups: CASH, CHECKING and SAVINGS
Inventory Posting Groups: RESALE

And when you open Inventory Posting Setup for your existed group, you will see that we can add GL accounts, but is has not Locations.

That means we have not locations in the Project “Madeira”. This is not connected only with setup; that also means we cannot use locations in inventory process. You also cannot find fixed assets in Project “Madeira”.

It also means setup is not so hard, but it still requires some specific knowledge about the main thing of system and we cannot expect from client to configure it by himself.

Project Madeira and Power BI

25/04/201626/07/2016 atotovic Microsoft Dynamics NAV, O365, Power BI, SaaS Dynamics, Madeira, Microsoft Dynamics, Microsoft Dynamics NAV, NAV, NAV Madeira, NAV2016, NAVUG, Power BI, Project, Project Madeira, SaaS, webservice

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:

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”.

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…

Pretty easy. Enjoy.

Project Madeira – The Final Configuation

21/04/201626/07/2016 atotovic Microsoft Dynamics NAV, O365, SaaS Dynamics, Madeira, Microsoft, Microsoft Dynamics, Microsoft Dynamics NAV, NAV, NAV Madeira, NAV2016, NAVUG, Project, Project Madeira, SaaS

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.

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.

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:

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 – Tax and Email Setup

17/04/201626/07/2016 atotovic Microsoft Dynamics NAV, O365, SaaS Dynamics, email, Madeira, Microsoft, Microsoft Dynamics, Microsoft Dynamics NAV, NAV, NAV2016, NAVUG, O365, Project Madeira, SaaS, Setup, tax

OK, in previous mails, we’ve already made the basic configuration and data migration, but now we need to continue with “Madeira” setup. The next step is Sales Tax Setup.

When we start wizard, the tax group of TAXABLE is created. Then, we need to add sales and purchase tax accounts:

After that, we need to set up city tax rate, county tax rate and state tax rate. And, finally we need to choose for whom we want to add these tax areas.

You can notice, I speak only about taxes and not about VAT. This is because this “Preview” is only for US area.

After we configure taxes, we will continue with email configuration. We can choose between O365 or some other providers. If we choose O365 option, we just need to fill our User ID and password. But if we choose other, we need to fill more details: Authentication, SMTP Server and SMTP Port and of course, our credentials:

After we configured this, we can send test email from the wizard. And this will be all about configuration of tax and email. Very easy, right?

Project Madeira – Data Migration

15/04/201626/07/2016 atotovic Microsoft Dynamics NAV, SaaS configuration, data, Dynamics, extension, Madeira, Master Data Setup, Microsoft, Microsoft Dynamics NAV, migration, NAV, NAV Madeira, NAV2016, NAVUG, Project Madeira, QuickBooks, SaaS, Setup, Wizard

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.

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:

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.

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

14/04/201626/07/2016 atotovic Microsoft Dynamics NAV, O365, SaaS App, Dynamics, Madeira, Microsoft, Microsoft Dynamics, Microsoft Dynamics NAV, NAV, NAV Madeira, NAV2016, NAVUG, O365, Office 365, Project Madeira, SaaS, service

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:

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):

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

12/04/201626/07/2016 atotovic Microsoft Dynamics NAV, O365, SaaS Dynamics, ERP, Madeira, Microsoft, Microsoft Dynamics NAV, NAV, NAV Madeira, O365, Office 365, Project, Project Madeira, SaaS

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.

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:

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.”