Microsoft Dynamics Business Central

Microsoft launched Microsoft Dynamics 365 Business Central in Australia and New Zealand quiet recently and here is what you need to know.

What Makes Microsoft Dynamics 365 Business Central a Cloud End to End Business Solution?

The typical features of a Cloud End-to-End Business Solution system are:

All these distinctive Cloud End-to-End Business Solution features are within Microsoft Dynamics 365 Business Central.

What are the Price Points?

Dynamics 365 Business Central is available essentially at following price points:

  1. Team Member
  2. Essential and
  3. Premium

App Source

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.

Power BI – Tools & Building Blocks

Power BI is not a single tool but consists of multiple tools and additionally building blocks.

Power BI Desktop is a local application, where we can create our datasets, visualizations and reports. We then publish the information to Power BI Service, which is a cloud solution. In there we can collaborate with our colleagues or add dashboards to our existing data. So, this way we have the data in the cloud. Now, if we use the third tool, i.e. Power BI Mobile, the mobile app will allow us to access the data that we loaded to Power BI service, from our mobile devices.

So, Power BI Desktop, Power BI Service and Power BI Mobile the three core tools. However, there is Power BI for Developers as well. This is made to customize the customer experience, which means that you can create your own customized visuals and you can also embed the Power BI results into your own existing apps.

Outlook Synchronization with Microsoft Dynamics NAV

Overview

Outlook synchronization enables users to keep data in Microsoft Dynamics NAV and Outlook up to date.

The synchronization can be performed either automatically in predefined period of time, or manually.

It is typically used to synchronize the to-do’s in the agenda of sales people. However, with this functionality you can synchronize basically any data from Microsoft Dynamics NAV to Outlook and the other way around.

Setup

The setup is executed in terms of:

  • Setting up Synchronization Entities
    That means what Dynamics NAV is going to be synchronized with in Outlook terms. So it is a relationship between what is Outlook and what is Dynamics NAV and what are we going to synchronize.
  • Setting up Outlook Synchronization User Setup
    This is to determine if we are synchronizing with a normal or power user or administrator and what is this user going to synchronize?

The Synchronization Entities are setup on the Microsoft Dynamics NAV site. You can choose among three synchronization directions:

  1. From Microsoft Dynamics Nav to Outlook
  2. From Outlook to Microsoft Dynamics NAV
  3. By directional

Synchronization becomes available for a synchronization user, when the synchronization entities are created in Microsoft Dynamics NAV.

The needed synchronization entity is added for the user in Outlook Synchronization User Setup window.

Table fields participating in synchronization are registered on the Outlook side.

You can run the synchronization process and view synchronization errors and conflicts that occur.

Setting up Outlook Synchronization Entities

Click Departments/Administration/Application Setup/Microsoft Office Outlook Integration/ Outlook Synch. Entities.

Outlook synchronization entities will define what you will synchronize between NAV and Outlook.

In the example, you see here Microsoft Dynamics NAV Tasks that will be linked with to-dos in CRM. If you open this entity, you see here that the information which is stored in NAV in Table No. 5080 (To-Do) will be synchronized with the one specified in Outlook Item field called Task Item.

There are also some conditions and filters in place.

When click on Fields under Navigate tab, you can see which fields are going to be synchronized.

Setting up Outlook Synchronization User Setup

Click Departments/Administration/Application Setup/Microsoft Office Outlook Integration/Outlook Synch. User Setup.

Here you can:

  • Specify user you are going to synchronize making use of which synchronization entity.
  • Bring additional conditions if you want filtering links
  • Specify the synch direction, whether it is from Outlook to Dynamics NAV, Dynamics NAV to Outlook or Bidirectional.

Microsoft Dynamics NAV Image Library

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.