Dynamics 365 Business Central is available essentially at following price points:
To find Apps:
In the Search box type “Extensions”, and then click Extensions.
You will then find the pinned extensions.
You can find apps on App Source for more capabilities. If you’re a developer, you can build powerful extensions and then add them to App Source for easy discoverability.
In Office 365 Experience
Microsoft Dynamics 365 Business Central is fully integrated with Office 365. And this is really very powerful. It results in a lot of convenience. It results in a lot of power. And it results in a lot of efficiency. Know More.
Let say we want to export contacts from a SQL database and import that into Dynamics 365. Prepare your source data first. In the following example, we have written a query to export Top 10 Contacts (first name, surname, e-mail, etc.) where the Contact is of Type Person. You can of course, prepare your source data as required.
So, our data is prepared that we would like to fetch from SQL database.
NOTE: In real terms you would be comparing your source data with your destination and creating the query accordingly.
Open up Visual studio, which is the host for SSIS tools area. You don’t necessarily have to have a copy of Visual Studio, you can very well install the SQL Server Data Tools (SSDT) and use that instead.
Create a new Integration Services Project and give it a Name.
One you create the package, it will give all the tools.
Now, we need to establish a connection between the two systems that we are working with (SQL source and dynamics 365 destination). For this we need to create Connection Managers.
Right-click on the Connections Manager area and select New OLE DB Connection.
Specify Server Name and Select or Enter a Database Name and click Test Connection.
If connection is successful, click Ok.
So now, we have a source connection and we want to have a target connection. Again right-click on the Connection Managers area and click New Connection.
Select Dynamics CRM (from Kingswaysoft) and click Add.
Configure the CRM Connection Manager by specifying:
CM Discovery Server – Select the option based on your location, for example cm6 is for Australia (Oceania region).
User Name / Password – Provide your Office 365 credentials.
Organization – Select you organization you are subscribed to.
Test Connection and click Ok.
So now we have connections to the SQL database and Dynamics 365.
Map Source to Destination
Insert a Data Flow Task from the SSIS tool box to the Control Flow tab. This means that inside this task we are going to move data from point A to point B.
Now, click Data Flow tab and insert OLE DB Source. You can edit the name of the OLE DB Source and also Edit to configure the settings. For example, in this case we have specified the SQL command which we prepared earlier.
You can also Preview the result of the query. If everything is alright, click Ok.
So, we have a source. Now, we would like to choose a Dynamics CRM Destination object to the Data Flow tab.
Also, drag the blue line from the source and link it to the destination. This means that we are connection the success output from source to the input of the destination.
Now, Edit the Dynamics CRM Destination and configure the CRM Destination Component Editor by specifying:
CRM Connection Manager (select from drop down).
Action (for example, here we want to create new contacts).
Destination Entry (select the CRM table).
To map the fields, click Columns and map the fields from source to destination and click Ok.
On the Data Flow tab, right-click and click Execute Task.
This will execute the connection and, show you the progress. Once done, the system will also display the number of rows processed.
Do you want to connect to hundreds of data sources, simplify data prep, and drive ad hoc analysis, produce beautiful reports, then publish them for your organization to consume on the web and across mobile devices. Well, then you can use the Power BI suite of business analytics tools that deliver insights throughout your organization. You can create personalized dashboards with a unique, 360-degree view of your business, and scale across the enterprise, with governance and security built-in. For more resources on Power BI, click here.
The following article explains how you can connect Power BI Desktop with Dynamics 365.
Want to get started with Dynamics 365 for Sales? Following are basic terminologies that you should be aware of:
Accounts is an organization which includes:
Affiliate or Other
So, when you are doing business with any company, you capture those company details in the Accounts entity.
NOTE: An Entity is a place where you can store records.
Contact is an individual.
Contact is also your customer, but an individual person.
Contact can be associated maximum with one Account, which is called its Primary Contact.
For company, you are doing business with, you will need a person whom you are going to interact with. That becomes your primary contact.
Therefore, Contacts and Accounts are your customers, where Accounts are organizations and Contacts are individuals.
A Lead is a Prospect and it can be your Potential Customer or Potential Sale. This means that there is a person who has never done a business with you and you have met for the first time and there is a possibility of doing business. On other hand there can be an existing customer who want to work with you on a new Opportunity.
Whenever you meet someone, they give you their business card or they share some information about themselves and that becomes your lead.
You capture your lead information in Dynamics 365 Sales module.
Every sales process starts with a Lead generation or Leads. You interact with them and you start following up with them.
Opportunity is a potential sale, which means that the lead is almost ready to buy.
You can create an opportunity manually and not necessarily convert a Lead to and Opportunity.
Opportunity is attached to an Account or a Contact, because it is essential to know whom are you going to sell. There you identify the customer needs, what are the pain points they have, what exactly is the solution they are looking for and what proposal you have suggested to them.
When your Lead becomes ready to buy, that becomes an Opportunity and when the prospect is entrusted in your product & Services they may ask you for a Quote.
Quote is a document for Prospect & Customer with all the details, such as the product they want to purchase, the quantity that they are looking at, the price you are offering to them, payment terms you have defined and some other important details.
Once the quote is ready, you can send it to the prospect or the customer, based on which they can take a decision.
Orders is a confirmation from a customer that they are purchasing your product or services.
It can be created from a Quote, which means that you do not have to manually enter it again and all the information from the Quote will be transferred to the Order.
Orders can also be created manually, so it is not necessary that you follow the entire process. So in case the customer has already given an order, you can create it directly in Dynamics 365 for Sales.
It is a document that you use to bill your customer for using your product and services.
It is sent to the Customer once you have fulfilled the order. Sending an invoice ensures that the customer is going to pay you for the product and services that they have used.
It can also be created manually so that you do not have to follow the entire process, for example in case you have a repeated customer who uses your product and services regularly.
It is a place where you capture all your competitors
When you are bidding for any project and if some other company is also bidding for the same project then you should know what they are good or bad at, what are their strengths and weaknesses, what is their product offering, what kind of quality they offer, etc. So you can record all kind of information about your competitors and keep track of them by attaching it in your sales process.
It is a centralized repository for sales related documents such as Brochures, Product guides, Competitor Information, Pricing & Discounts, etc.
A product catalogue is a collection of products and their pricing information.
When you have product and services, you can created it under Product,
You can define a Unit Group, which means how do you sell and purchase a particular product, for example PCs can be sold in numbers and for training you can charge your customers on hourly basis.
You can define the Price List based on the Segmentation of your Customers. So you can define multiple price lists.
You can define Discount Lists, for example if a customer buys from 0-10, he may be eligible for 1 0 % discount, if he buys from 11-20, he may be eligible for 20 % discount, etc.
Goals are used to keep track of progress on achieving target revenue that you have planned for a particular period (Quarter, Year, etc.)
Goal metrics explains how the goal number or figure is measured.
It is important to define what the goal metrics is, i.e., is it a Count or an Amount. For Sales, it is going to be Amount and say if you want to see how many calls a salesperson has made in a day then that becomes your Count.
Actual revenue is calculated through rollup fields, so you can define those rollup fields for calculations for example, whether it is going to be sum of all opportunities that have status 1 or sum of all the Opportunities which are closed.
Now you can dive deeper into the Dynamics 365 Sales process. Cheers!
If you want to export or work with that tables, you need to assign Configuration Package to the worksheet.
How to assign configuration package?
On the configuration worksheet, you can select a record or multiple record and click Assign Package. From the list of Configuration Packages, you can select the relevant package or create a new and assign.
Once the Configuration Package is assigned to the Configuration Worksheet, the Package Code and Package Exists fields are populated. Now when you check the Package Card the configuration package will also list the tables that were selected.
Configuration Package Actions?
You can perform various settings, and apply filters to include or exclude data. For more details click here.
When you have tables in package we can export package to .rapidstart file or export the data in Excel. You can import this package in another company for data import process.
The RoleTailored client includes images that you can use on actions that display in the Action Pane and command bar menus. To add an image to an action, you must provide the name of the image. However, it becomes difficult to choose the right image (from the long list) as there is no preview available.
I recently came across this useful link in Mibuso. There is an updated tool provided by Arend-Jan Kauffmann called Dynamics NAV Image Library. You can simply choose the version of NAV you are using and can view all the images. You can then choose the related name for use.
You can download the tool here. A good tool for the developers.