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ArcherPoint Dynamics Developer Digest - vol 140

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ArcherPoint Dynamics NAV Developer Digest - vol 140Developer Dude

The NAV community, including the ArcherPoint technical staff, is made up of developers, project managers, and consultants who are constantly communicating, with the common goal of sharing helpful information with one another to help customers be more successful.

As they run into issues and questions, find the answers, and make new discoveries, they post them on blogs, forums, social media...so everyone can benefit. We in Marketing watch these interactions and never cease to be amazed by the creativity, dedication, and brainpower we’re so fortunate to have in this community—so we thought, wouldn’t it be great to share this great information with everyone who might not have the time to check out the multitude of resources out there? So, the ArcherPoint Microsoft Dynamics NAV Developer Digest was born. Each week, we present a collection of thoughts and findings from NAV experts and devotees around the world. We hope these insights will benefit you, too.

UTC Setting on Web Services for eCommerce Sales Orders

Ed asks for a little advice regarding the UTC setting on web services. “From what I have read UTC time is the desired setting on services. All date time logic should convert to the local date time. What I have noticed is on sales orders entered through Sana Commerce via web service, we are getting undesirable results.

Orders coming in after 7:00PM on 04/11/17 will get an Order Date of 04/12/17. That is the result of standard NAV code on INSERT of an order. The system believes WORKDATE is 04/12/17. I have a user field created that also fires on INSERT for date/time entered using CURRRENTDATETIME. It returns 04/11/17 7:00PM. Also on the INSERT it triggers a separate field called Time Received is populated on the same trigger with the TIME function. It returns 1:00AM instead of 7:00PM. All manually entered orders are fine.

The issue, in addition to a wrong Order Date, is that orders entered through Sana Commerce after 10:00AM will then use a TIME five hours later when running calculations for Promised Delivery. Because 3PM is the cutoff for next day delivery, the system will calculate the following day. So, for example, if a medical company ordered on Tuesday AM before 3:00 they would expect delivery Wednesday. If their order comes from Sana Commerce at 11:00 the TIME is 6:00PM and they miss Wednesday delivery. Can and should the Services Default Time Zone be changed?”

The answer Ed found to work is changing the setting to "Server Time Zone," which corrected all of the issues. He also found out that functions like CURRENTDATETIME will work with UTC and always converts to the local time. Functions like DATE or TIME will not. So a sales order entered through a web service would get the standard NAV code of "Order Date" := WORKDATE and pick up the incorrect date of 04/12/17 when a field like "Date/Time Entered" would get 04/11/17 8:51 PM. A corresponding field populated with TIME would get 1:15 AM.

Converting C/AL Code to AL

A number of new features were introduced in the NAV development environment last month, per the NAV Blog from Infoma. Of note is C/AL code now being called “traditional” and at long last “Where used” is being introduced. Author Tobias Fenster walks you through his first conversion of C/AL code to AL.

Microsoft Trashes Spaghetti Code

In his LinkedIn article, Jeff Landeen shares his excitement that Microsoft has finally gotten rid of spaghetti code in Dynamics NAV core processes. We agree that this is cause for celebration!

Dynamics NAV Performance Tooling

This post busts the myth of the “SmartSQL Bogeyman” who sometimes shows up when snooping for massive queries to pinpoint performance issues.

Localize Objects with PowerShell

In this blog, theDenSter explains how to localize objects with PowerShell and VSCode, using PowerShell to extract the correct objects and merge them, and then use Visual Studio Code to resolve conflicts in the merged code. This blog is the second in a series. If you missed it, the first on how to create a NAV environment with PowerShell is worth the read.

Leadership Lines

"When dealing with people, remember you are not dealing with creatures of logic, but creatures of emotion." 
- Dale Carnegie
 
"When a person applies enthusiasm to their job, the job will itself become alive with exciting new possibilities." 
- Norman Vincent Peale

Stay abreast of what is new in the Microsoft Dynamics NAV community and at ArcherPoint by subscribing to our monthly newsletter, Better Business, by completing the form in our Resource Center.

And, if you are interested in NAV development, be sure to see our collection of NAV Development Blogs.

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Non-interactive Access Mode

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Why would you want to set Access Mode for user to Non-interactive? 

Setting the Non-interactive access mode fro a user will prevent him from accessing Dynamics 365 application UI in any official Dynamics 365 client: Web, Outlook and mobile. While human users need an GUI to actually do some work, external applications interacting with Dynamics 365 do not. Note that security mechanism such as Security Roles, Field Level Security etc. apply to users with Non-interactive access mode just as Read-Write users.

Assigning the Non-interactive access mode to applicative users used for interaction with external applications is a good security best practice as long as you assign the most restrictive Security Roles rather than System Administrator. This way, if this user’s credentials are breached, a potential attacker can access via API only, limited to the data scope and operations dictated by the Security Roles to begin with. 

If you do use the Non-interactive access mode for applicative user, consider the password renewal policy for this user, as there is not human on the the other side to actually change the password. This means that dependent integration points may fail due to expired password.

For more details about setting up a Non-interactive user follow this article.

Non-interactive Access Mode

3 Top Challenges to Digital Transformation in the equipment rental industry

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If there’s one thing everyone can agree on about digital transformation, it’s that change is constant – and happening faster than ever before. One other thing that we can agree about is that these changes are inevitable for any industry your company is operating in.


Image 1: Challenges to digital transformation in the equipment rental industry

Digital transformation is moving fast in the equipment rental industry as well. Rental models for equipment are morphing into services-oriented approaches where customers only pay for what they use. Digital transformation is key to your company’s ability to work with service-based models and stay competitive and profitable.

What are some roadblocks rental industries come up against when they beging working with the digital transformation shift? At HiGH software we’ve found that equipment-driven companies struggle with:

  • Legacy systems
  • Lack of collaboration
  • Lack of data analysis

Image 2: Data challenges to digital transformation

In many cases, IT department and IT systems get mired in costs and complexity when it comes to rethinking their platform approaches. That prevents them from looking at how innovation and improvements to business practices could improve their long-term revenue stream.

We’ve found that companies can take a streamlined and methodical approach to moving through cost and complexity so that they can make smart decisions about digital transformation. Simply put, they need to:

  • Understand customer behavior
  • Change company culture to accept specific innovations
  • Get a solid ROI calculation that justifies costs

Image 3: Overcoming challenges to digital transformation

Are you curious how HiGH Software plays a proactive role to help customers embrace digital transformation? Please contact to discuss at at info@highsoftware.com or visit www.highsoftware.com and see what we’re doing!

Create a Quick Button to Assign Members of a Marketing List in Dynamics 365

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Recently one of our clients had a situation with Dynamics 365 Marketing Lists where they wanted the ability to select and then assign Marketing List Members to themselves or to other users. As this functionality is not provided out of the box in Dynamics CRM I attempted a few workarounds before finally discovering a good fix.

For the first workaround, I attempted to remake the query one of the Marketing Lists was based on using Advanced Find. After this I could use the Assign button in the results ribbon to re-assign members of my choice. The problem with this was if the list member query was complex it would be very time consuming to remake.

For the second workaround, I attempted to search for all list members who were connected to a specific marketing list via Advanced Find. With the results page returned I could use the Assign button in the ribbon just like in the previous workaround. This method would only work if the CRM Marketing List was a static list and would not return any results if it was a dynamic list. With this is mind I thought it would be a good idea to create a copy of the dynamic marketing list using out of the box functionality. Doing this would create a static list which would allow me to once again use Advanced Find to assign members. This workaround also ended up being ruled out as it would result in too many unnecessary marketing lists which would clutter the system.

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So, moving on I started to look at adding a new button to the command bar using the Ribbon Workbench. I thought the best place to add it would be on the associated view of the list member, which in my case was the Lead Entity. After adding a new button to the command bar of the Lead Entity, I saw that it was not added to the lists’ associated view. I found that the command bar buttons of the associated view were related to the ‘listmember’ intersect entity and not the Lead, Account or Contact entities in Dynamics CRM. This was an issue because the entity could not simply be added to a solution, so instead I decided to add the Application ribbon to the solution. I could now add a new custom button, with a display rule which would only show the button when the entity was ‘listmember’.

For this specific example the easiest method to provide functionality would be to re-use the OOTB assign functionality. Doing this however is unsupported so I would recommend writing custom code for the assign functionality instead. After publishing the solution, the newly created button appeared in the command bar of the marketing lists associated member view.

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Runtime Eventing in Dynamics365 for Operations

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To help troubleshoot some things at a recent launch, we had a request to be able to monitor CRUD on certain tables.  Database logging is a viable option, however I wanted to take time to see how difficult...(read more)

Dynamics 365 for Operations POS Deployment Scenarios

Microsoft Dynamics Partner Roundup: Marketing integration CRM for construction; Azure-based PaaS; VAR expansion

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In this week's Microsoft Dynamics Partner News Roundup:

  • Integration Between Vuture's Marketing Automation Technology and Microsoft Dynamics Offers Dual Control from a Single Interface
  • Scribe Software Improves Data and Application Integration Experience
  • Dodge Data & Analytics Construction Project Information Now Integrated with Microsoft Dynamics CRM
  • Sitecore Cloud Accelerates the Power, Scale, and Agility of Contextual Marketing
  • Atrio Systems Opens Nashville, Tennessee Office

Integration Between Vuture's Marketing Automation Technology and Microsoft Dynamics Offers Dual Control from a Single Interface

Marketing software supplier

read more

Microsoft Dynamics Partner Roundup: Marketing integration CRM for construction; Azure-based PaaS; VAR expansion

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In this week's Microsoft Dynamics Partner News Roundup: Integration Between Vuture's Marketing Automation Technology and Microsoft Dynamics Offers Dual Control from a Single Interface Scribe Software Improves Data and Application ...read more

Microsoft Dynamics Partner Roundup: Marketing integration CRM for construction; Azure-based PaaS; VAR expansion

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In this week's Microsoft Dynamics Partner News Roundup:

  • Integration Between Vuture's Marketing Automation Technology and Microsoft Dynamics Offers Dual Control from a Single Interface
  • Scribe Software Improves Data and Application Integration Experience
  • Dodge Data & Analytics Construction Project Information Now Integrated with Microsoft Dynamics CRM
  • Sitecore Cloud Accelerates the Power, Scale, and Agility of Contextual Marketing
  • Atrio Systems Opens Nashville, Tennessee Office

Integration Between Vuture's Marketing Automation Technology and Microsoft Dynamics Offers Dual Control from a Single Interface

Marketing software supplier

read more

Microsoft Dynamics Partner Roundup: Marketing integration CRM for construction; Azure-based PaaS; VAR expansion

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In this week's Microsoft Dynamics Partner News Roundup:

  • Integration Between Vuture's Marketing Automation Technology and Microsoft Dynamics Offers Dual Control from a Single Interface
  • Scribe Software Improves Data and Application Integration Experience
  • Dodge Data & Analytics Construction Project Information Now Integrated with Microsoft Dynamics CRM
  • Sitecore Cloud Accelerates the Power, Scale, and Agility of Contextual Marketing
  • Atrio Systems Opens Nashville, Tennessee Office

Integration Between Vuture's Marketing Automation Technology and Microsoft Dynamics Offers Dual Control from a Single Interface

Marketing software supplier

read more

Microsoft to Host SharePoint Virtual Summit – Register Today

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My company InfoStrat has been working with Microsoft SharePoint since it was first announced as “Tahoe” server and released in 2001. The product has come a long way in all the versions since then but today...(read more)

Go Cloud with Dynamics and Pay Zero Setup Fees

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Waiving Setup Fees for Dynamics Cloud

Save on Dynamics Cloud: Learn More

Summer is just about here and at RoseASP we’re completely waving setup fees until June 30 for Microsoft Dynamics ERP cloud deals. We’ll be hosting a webinar May 18 to discuss Upgrading and Moving Dynamics ERP to the Cloud. Register to learn more about our Fee Waiver deal (Up to $2,000 in savings).

Register Today »

 

Despite the common misgivings about moving an on-premises ERP system to the cloud, upgrading in the cloud for current and prospective Microsoft Dynamics users might be easier than you think. Going cloud with your ERP solution and budget tools can turbo-boost your financial management and planning processes, whether using tools within Dynamics like MR, an in-house legacy system or an ISV budgeting solution. Learn more about improving budgeting, planning and forecasting with cloud in this Microsoft Dynamics financial budget management in the cloud post.

Cloud Upgrades and Summit

We will also be discussing cloud and upgrade processes for Dynamics at upcoming conference events. RoseASP recently announced our Platinum Sponsorship of GPUG Summit, part of the larger User Group Summit which is one of the go to events in the Microsoft Dynamics channel—especially since Microsoft Convergence ended for good.

We’ve been attending this event for years at RoseASP and in 2015 we decided to put together a list of questions many customers and partners have asked our team at Summit in the past. Checkout some of the questions on Dynamics Cloud from 2015 UG Summit.

“UG Summit is unique because it is a great platform for Dynamics Users to benefit from the expertise of their peers as well as Dynamics professionals in an authentic community-driven environment,” said Michael Bone, Chief Revenue Officer for RoseASP, in our recent announcement. “That’s why we at RoseASP are truly excited to announce our Platinum Sponsorship and why we’re excited to attend Summit 2017. We’re looking forward to meeting face-to-face with Customers and Partners in one place to discuss Dynamics cloud opportunities, benefits and concerns.”

RoseASP recently added Michael Bone’s strategic leadership to the team as outgoing CEO Linda Rose retires from day-to-day operations with the company. “What excites me about RoseASP is the relentless dedication to provide best-in-class ERP hosting and commitment to serving our customers and partners. Those core values will continue to provide a strong foundation on which we can strategically grow and expand our service offerings,” Bone said.

About RoseASP

RoseASP provides flexible cloud and hosting solutions on Microsoft Azure and in RoseASP’s private cloud specializing in FDA, SOX, and HIPAA cloud compliancy for heavily regulated industries. Rest assured that your data is safe in the cloud with our un-paralleled levels of security, service and support.

Go Cloud with Dynamics and Pay Zero Setup Fees

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Waiving Setup Fees for Dynamics Cloud

Save on Dynamics Cloud: Learn More

Summer is just about here and at RoseASP we’re completely waving setup fees until June 30 for Microsoft Dynamics ERP cloud deals. We’ll be hosting a webinar May 18 to discuss Upgrading and Moving Dynamics ERP to the Cloud. Register to learn more about our Fee Waiver deal (Up to $2,000 in savings).

Register Today »

 

Despite the common misgivings about moving an on-premises ERP system to the cloud, upgrading in the cloud for current and prospective Microsoft Dynamics users might be easier than you think. Going cloud with your ERP solution and budget tools can turbo-boost your financial management and planning processes, whether using tools within Dynamics like MR, an in-house legacy system or an ISV budgeting solution. Learn more about improving budgeting, planning and forecasting with cloud in this Microsoft Dynamics financial budget management in the cloud post.

Cloud Upgrades and Summit

We will also be discussing cloud and upgrade processes for Dynamics at upcoming conference events. RoseASP recently announced our Platinum Sponsorship of GPUG Summit, part of the larger User Group Summit which is one of the go to events in the Microsoft Dynamics channel—especially since Microsoft Convergence ended for good.

We’ve been attending this event for years at RoseASP and in 2015 we decided to put together a list of questions many customers and partners have asked our team at Summit in the past. Checkout some of the questions on Dynamics Cloud from 2015 UG Summit.

“UG Summit is unique because it is a great platform for Dynamics Users to benefit from the expertise of their peers as well as Dynamics professionals in an authentic community-driven environment,” said Michael Bone, Chief Revenue Officer for RoseASP, in our recent announcement. “That’s why we at RoseASP are truly excited to announce our Platinum Sponsorship and why we’re excited to attend Summit 2017. We’re looking forward to meeting face-to-face with Customers and Partners in one place to discuss Dynamics cloud opportunities, benefits and concerns.”

RoseASP recently added Michael Bone’s strategic leadership to the team as outgoing CEO Linda Rose retires from day-to-day operations with the company. “What excites me about RoseASP is the relentless dedication to provide best-in-class ERP hosting and commitment to serving our customers and partners. Those core values will continue to provide a strong foundation on which we can strategically grow and expand our service offerings,” Bone said.

About RoseASP

RoseASP provides flexible cloud and hosting solutions on Microsoft Azure and in RoseASP’s private cloud specializing in FDA, SOX, and HIPAA cloud compliancy for heavily regulated industries. Rest assured that your data is safe in the cloud with our un-paralleled levels of security, service and support.

From the Microsoft Dynamics GP Blogs: Budgets with Excel; Extract and save GP Doc Attach files; GP Power Tools displays

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From this week's Microsoft Dynamics GP blogs:

  • Easy Budget Creation for Dynamics GP with Excel Wizard
  • Extract Dynamics GP Document Attach Files From SQL Server and Save To Disk
  • Extract and Save Dynamics GP Document Attach Files Using .NET
  • GP Power Tools Build 22 Hotfix Available for Download

Easy Budget Creation for Dynamics GP with Excel Wizard

On the Tidestone Solutions blog, the Tidestone team described how Microsoft Dynamics GP comes with an out-of-the-box budgeting tool that integrates with Microsoft Excel, enabling a user to create, update, and report on budgets. They write: 

Budgets can be setup based on a fiscal year or a pre-defined period of tim...

read more

From the Microsoft Dynamics AX Blogs: Vendor invoice recording; Speedier data mart integration; Cancel packing slips

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In this week's Microsoft Dynamics AX blogs: Vendor Invoice Recording (Part 1 & 2) Database Indexes to Improve Management Reporter 2012 for Dynamics AX 2012 R3 Data Mart Integration Performance Prerequisites to Allow Cancelling ...read more

What is the future for women in Dynamics?

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Women In Dynamics

 

One quarter of people working in the tech community are women. This has reduced from a third since 2002. So, it’s a problem that is getting worse, not better.

 

There is a real opportunity to engage women in our sector, specifically to reach out to the base around 300 females, in management and leadership roles, that we know are currently working in some capacity within the Dynamics channel.

 

From Cognitive’s perspective, this number is made up of three distinct groups:

  • Those currently working in the partner channel; in a consulting, sales or leadership related role
  • Those in the independent consulting space who have most likely worked in the partner channel previously
  • Those in Dynamics related transformation projects at an end user organisation

 

However, most of the females in the channel are not aware of each other or merely know a handful of others that have risen through a tide of conscious or unconscious bias. Our goal is to bring this community together, to encourage them to support each other.  Ultimately, to help to create an environment, that fosters more females into leadership positions within Dynamics.

 

This breakfast event will offer a platform to discuss the challenges and opportunities for females in the Dynamics sector, and to hear about inspiring career journeys from those already making their mark as a leader.

 

If you are interested in attending the event or finding out more information, please contact Megan – info@cognitive-group.com

The post What is the future for women in Dynamics? appeared first on .

Microsoft Dynamics SL in the Cloud Provides More Flexibility

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Microsoft Dynamics SL helps you gain deeper business and risk insight from internal and external data. A more comprehensive approach improves the accuracy and integrity of insight that you can gain with actuarial, financial, and operational risk. Microsoft Dynamics SL in the cloud  delivers breakthrough insight into business performance and profitability, improve combined and loss ratios, and provide an integrated view of enterprise-wide risk exposure.

 

Microsoft Dynamics SL in the cloud uses familiar reporting tools to provide CFOs with the information they need to help make informed decisions. Microsoft Dynamics SL delivers long-term value with a solution that is easy to adapt and connect with independent software vendors (ISVs), other line-of-business applications, and the Microsoft technology that you already use in your organization. Comprehensive out-of-the box capabilities and rapid, flexible deployment options help you get up and running quickly and affordably.

 

Additionally, Businesses can choose what works best for them when it comes to software installation and deployment. Dynamics SL offers two options that take the unique needs of each business into account, while still offering a high level of functionality. Organizations can choose to deploy SL directly on their servers on premise or by using a remote hosting center and accessing SL through the Internet. This flexibility means that businesses lacking IT infrastructure don’t need to add significant additional costs to implementation.

 

Pairing Dynamics SL in the cloud integrates your data, reports, and business management software, giving you the ability to see the big picture, with one-click access to the details. Enabling your private cloud will provide a connected platform that gives you the freedom to deploy and use technology in the way that makes the most sense for your business. With the options and flexibility it provides, more and more businesses can move off entry-level accounting software, such as QuickBooks, to get the expanded array of financial tools they deserve.

 

As a Microsoft Gold Certified Partner, Accountnet helps companies get up and running with Microsoft Dynamics. We don’t just install and configure the software – we train your accounting staff to use it to create the reports they need, so they can analyze data as needed. Our solutions give both technical and non-technical employees the information they need to do their jobs well — wherever they are, in whatever application they choose to use. Take the next step towards growth with Microsoft Dynamics SL. Contact us at Accountnet to learn more.

 

Written by Accountnet, Inc.

TWITTER: DynamicsNewYork

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Microsoft Dynamics NAV 2017 Inventory Management Improvements

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Microsoft’s continued commitment and development of Enterprise Resource Planning Systems (ERP) has resulted in the release of Microsoft Dynamics NAV 2017. Dynamics NAV is a robust business solution from Microsoft that continues to be enhanced which is quick to implement, easy to use and has the power to support your business ambitions.  Key for Dynamics NAV 2017 is integration and simplicity. This latest ERP solution offers significant enhancements to the core application.   With Microsoft Dynamics NAV 2017 Inventory Management Improvements your company can gain greater efficiency, streamline your supply chain and meet customers’ demands.

Below are some of the key Inventory Management Functionality with NAV 2017:

Alternative Vendors:  Manage purchase of the same item from several different vendors. Set up alternative vendors for an item, specify typical lead times used by a specific vendor to deliver that item, and associate price and discount agreements for that item with each vendor.

Assembly Management:  Specify a list of sellable items, raw materials, sub-assemblies and/or resources as Assembly Bill of Materials that comprises a finished item or a kit. Use assembly orders to replenish assembly items to stock or capture the customer’s special requirements to the kit’s bill of materials directly from the sales quote, blanket and order line in the assembly-to-order processes.

Analysis Reports Provide company decision-makers, especially those with overall responsibility for sales, purchases, and product portfolio management, with an efficient and flexible way to get meaningful information out of the system to inform day-to-day decisions. Built on item entries, this granule provides a customizable, analytic view that enables people to add and combine analysis objects—customers, items, and vendors—according to their needs.

Basic Inventory:  Set up items that you carry in your stock and specify their unit of measures, costing method, inventory posting group, unit cost and price and other properties. Post item transactions, such as sales, purchase, negative and positive adjustments from item journals. Quantity and cost records of the posted transactions are stored in the inventory ledger that is the basis for inventory valuation and other costing calculations. Integrated with General Ledger and with the posting processes in Sales and Receivables and Purchase and Payables, this granule is required for the configuration of all other Inventory granules.

Bin:  Organize your warehouse by assigning items to bins, the smallest unit in the warehouse logical structure. Bin assignment is done as the item journals or directly on the document lines (does not apply to order lines).

Cycle Counting:  Manage cycle counting, a basic method of verifying inventory record data used to maintain and increase inventory accuracy. Set up cycle counting on the item or SKU level

Item Attributes: Use item attributes to add custom data, such as color, country of manufacture, size, or product dimensions, to applicable items, supplementing built-in global item fields. You can define your own type of attribute options, including list, text, integer, and decimal, along with unit of measure for the two latter numeric types. Attribute names and option list entries can also be translated to support multiple language requirements.

You can also block attributes or attribute option values from being used in the future, for example, if they are no longer applicable. When you add items to sales and purchase documents, or just organize your items, you can view and filter on the attribute values to limit the list of items to choose from or take action on.

Item Budgets:  Make sales and purchase budgets on the customer, vendor, and item levels, and in both amounts and quantities. Prepare and record a sales budget that can serve as input to decision makers in other operational areas, such as purchasing and logistics. Decision-makers gain information about future expected demand they can use for business discussions with the customers.

After budgets are made, track the actual sales performance by means of calculating the variance. The ability to move budgeted figures between the system and Excel provides additional flexibility to the budgeting process.

Item Categories: Use item categories to group items into a hierarchical structure and you can define your own custom categories, assigning attributes to each category. When you add items to a category, the items inherit the attributes of the category, ensuring a common set of attributes on items in the same category, and saving you time. If required, you can still assign item specific attributes to particular items.

Item Charges:  Manage item charges. Include the value of additional cost components such as freight or insurance into the unit cost or unit price of an item.

Item Cross References:  Quickly and precisely identify the items a customer is ordering on the basis of item numbers other than your own. Cross-reference information from customers, vendors, and manufacturers, as well as generic numbers, universal product codes (UPCs), and European article numbers (EANs) that can be stored and easily accessed.

Item Substitutions:  Link items with the same or similar characteristics so that if a customer orders an item that is unavailable, you can offer substitute items and avoid losing the sale. Or, provide an extra service to your customer by offering lower-cost alternatives.

Item Tracking:  Manage and track serial and lot numbers. Assign serial or lot numbers manually or automatically, and receive and ship multiple quantities with serial/lot numbers from a single order line entry.

Location Transfers:  Track inventory as it is moved from one location to another and account for the value of inventory in transit and at various locations.

Multiple Locations:  Manage inventory in multiple locations that may represent a production plant, distribution centers, warehouses, show rooms, retail outlets and service cars.

Non Stock Items:  Offer items to customers that are not part of your regular inventory but that you can order from the vendor or manufacturer on an one-off basis. Such items are registered as nonstock items but otherwise are treated like any other item.

Pick:  Enable warehouse workers to create a pick from the released order. Pick is managed from a separate user interface when shipping items in an order-by-order environment.

Stock-Keeping Units:  Manage stock-keeping units (SKUs). Identical items with the same item number can be stored in different locations and managed individually at each location. Add cost prices, replenishment, manufacturing information, and so on, based on the location.

Learn all the Features of Microsoft Dynamics NAV 2017

Posted by iCepts Technology Group, a Microsoft Dynamics NAV Re-seller in Pennsylvania 

Four Takeaways from the Microsoft Business Forward Event

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Last week's Microsoft Business Forward event initiated the next stage of the continuing evolution of Dynamics 365. A major focus of the day was technology that drives digital transformation and transforming your industry and the way you do business. Microsoft CEO, Satya Nadella kicked off the event to detail his vision for digital transformation. Microsoft CVP James Phillips also spoke of digital transformation. He shared some exclusive insights to Microsoft's business application and industry solution strategy and portfolio. Executive Vice President, Judson Althoff discussed the value of digital transformation.

The new release of Dynamics 365, scheduled for general availability on July 1 brings several new and powerful features to Dynamics 365 that will transform how you and your teams work with customers, prospects, and each other. One of the first but most subtle refinements that I have noticed over the past several months is that Microsoft has appeared to settle on a name for the modules in the product formerly know as Dynamics CRM. - Dynamics 365 Customer Engagement appears to be the blanket name for the following Dynamics 365 apps - Sales, Customer Service, Field Service, Project Service and the future Marketing App.

1 - Sales

Eric Boocock discussed how Dynamics 365 enables our sellers to sell more effectively.  Now with the integration of Dynamics 365, Office 365, andLinkedIn data our sellers have contacts to the right people to move their sales forward. Since we are pulling data from multiple systems, we get a more aggregated view.

  • LinkedIn Sales Navigator Integration with Dynamics 365 Sales (More details here)
  • View LinkedIn account and customer profiles within Dynamics 365 to access the latest updates
  • Discover new leads through Lead Recommendation to enable sales to find the right prospects to target
  • Team Connections - Displays others within your company who are connected to your prospects
  • Sync LinkedIn InMail and messages to Dynamics 365
  • Sync mobile Phone calls to Dynamics 365

2 - Talent

We saw an enthralling demo of how you can find and hire exactly the right people for a particular position. It's amazing what you can do in this area. With Dynamics 365 for Talent, not only is the hiring process easier and more efficient, but onboarding new employees is also more efficient. Now with the LinkedIn data, you can also provide a new employee with various connections he/she may have to ensure success.  With Dynamics 365 for Talent, data from Dynamics 365, LinkedIn, and Office 365 have been unified to create an employee profile that captures their past and present experience.

3 - Retail

Next, we saw an impressive demonstration of how you can enable your salespeople to deliver exceptional customer service by giving them the product and the customer information they need. Customers and salespeople both have access to more information than they did previously.  Now with the additional information at their fingertips, sellers can make personalized offers to the customer and less likely to miss Cross-selling and Up-selling opportunities.

 

4 - Connected Field Service

We also saw a demonstration on how we can drive digital transformation with Microsoft connected service business applications. We saw how we can now optimize our operations and resolve issues for your customers on the first visit- even BEFORE there is an issue! Multiple data sources are pulled together to build a customized, purpose-built application unique for particular users- creating a great experience for your customers! Through the use of PowerApps, Dynamics 365, and Power BI we can digitally transform our businesses.

Conclusion

This is all exciting news for businesses that are looking to move from cold call selling to Relationship Selling. Empowering your sales team is the greatest way to improve your bottom line. Keep your eye on our blog for more information on these updates as we learn more.

enCloud9 is ready to have the conversations around Digital Transformation - as a leading Dynamics 365 partner with years of experience our consultants can empower your sellers to do their jobs - Increase Revenue and Increase Customer Touchpoints. Give us a call today at 1-844-264-0729 to start your Digital Transformation

If you happened to miss the Microsoft Business Forward event or would simply like to rewatch the keynotes click here.

The post Four Takeaways from the Microsoft Business Forward Event appeared first on CRM Software Blog | Dynamics 365.

5 Reasons to Attend Microsoft Dynamics Days in Reading

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Dynamics Days

PowerObjects supports one product and one product only: Microsoft Dynamics 365. With our exceptional offerings of service, support, education and add-ons, we add value back to Dynamics 365 more than any other Microsoft partner. Winner of the Microsoft Partner of the Year award multiple years running, no other partner brings the level of expertise and passion to the product as our team does.

That’s why we love to spread the PowerObjects passion all over the globe! So, if you are in the London area, come out to the Reading Microsoft Centre for Microsoft Dynamics Days: PowerObjects Presents – An Afternoon with Add-ons!

Join the PowerObjects team for an afternoon to get to know us better. We’ll be offering the chance to learn more about who we are and what we do with live demos, breakout roundtable discussions about your business objectives, and overviews of our breadth of education offerings for Dynamics 365. Here are five reasons you should attend:

1. Hear the PowerObjects and HCL Story: We’ll be sharing a little bit about how we became the best Dynamics partner in the world and how our Core Values and Four Pillars drive our success in the industry.

2. Technical Talk Table: We’ll have a few of our amazing consultants ready and waiting to answer all of your technical queries. Our team really knows their stuff, and love talking about the technology. Wondering if Dynamics 365 has the features and functionality you’re looking for? Ask the team to find out!

3. PowerPack Add-ons Demos: Our PowerPack are tools designed to help enhance the CRM capabilities of Microsoft Dynamics 365, while providing even greater functionality and efficiency. With add-on suites for marketing automation as well as sales productively, there is an add-on for every organisation. If you’ve ever wanted to see a PowerPack in action, stop by to get all the live demos you could want!

4. Education: What good is your Dynamics 365 implementation without the right training to get it off the ground? PowerObjects has a world-class team of certified trainers and educators that can help. With a bevy of options including online courses, in-person custom trainings, Dynamics 365 Boot Camps, change management, and advanced developer training, there is no other partner you want to work with when it comes to training your end users and administrators. Come explore the training option that works best for your organisation.

5. And finally, but perhaps most importantly, the food and drinks are on us!

To learn more about the afternoon’s events, you can view the agenda and RSVP here. We hope to see you there!

Happy CRM’ing!

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