There are many ways how to access, import and export data in Dynamics 365 Finance & Supply Chain Management. Find here a one page PDF summary of 12 common ways. Every solution has it pros and cons.
Microsoft has recently released the new VHD for Dynamics 365 Finance and Operations 10.0.24 to download from LCS. When you instantly try to execute the Admin Provisioning Tool and provide your domain user you will get an error.
The value’s length for key ‘password’ exceeds it’s limit of ‘128’
There are some steps required before you can assign it to your Domain:
Dynamics 365 Finance & Supply Chain allows you to store attachments in the database, on Azure BLOB and on SharePoint. See here how you can configure SharePoint as storage location and create a document type “Fact Sheet”:
Dataverse is the name of the Dynamics 365 Apps database (e.g. Sales, Service, Field Services, etc.). PowerBI desktop comes with a builtin Dataverse connector. However, if you have multiple environments not all of them may show up in the connector.
Dataverse environment missing in PowerBI connector
In order to make the environment visible in PowerBI Desktop Dataverse Connector you have to enable PowerBI Embedded in your environment.
Azure Analysis Services are SSAS as a Service hosted and managed in Azure. We recently had to migrate an analysis model from one tenant to another. Here is a video that illustrates how this can be done:
Modern cloud-based ERP systems are complex distributed software applications. These systems became more powerful over the last decades and provide more features to satisfy user needs than previous generations of ERP systems. Furthermore, they are integrated with other cloud-based systems. [Question/problem] The resulting increase in complexity leads to a higher probability of failures within this integrated system. This makes it difficult for users to fully understand these systems and even qualified key users don’t have an overview of possible system issues anymore. As a result, the number of support calls and diffuse support ticket requests have increased in the last years. Moreover, ERP partner organizations such as insideAx experience that users lose trust in their systems. [Principal idea/results] The goal of our work is to foster the trust of ERP users in cloud-based ERP systems and to reduce the number of unnecessary support requests, by enhancing existing user feedback and monitoring mechanisms and provide a visualization of system health indicators to users. Overall, these visualizations and explanations of the system health status need to be easy to understand by users. [Contribution] In this workshop paper, we provide insights from industry on how to foster user trust in complex software systems and depict a conceptual solution which makes use of system monitoring data to communicate the system status to users in a simple and understandable way. Our conceptual solution, for which we also provide a first implementation architecture proposal, foresees that simple modifications to the software and ambient light devices allow to build such visualizations.
Microsoft released a new offer: Windows Cloud-PC. You can choose between two licensing types, Windows 365 Business for small companies and Enterprise for larger ones. Technical speaking, Windows 365 is nothing more than a Windows 10 VM running in Azure providing access via RDP and RDP Web Client. This means you can operation your Windows from almost any device with a Browser e.g. a Tablet or shared PC. Windows 365 is integrated within Office 365. You can assign a cloud pc to a user from within the Office 365 admin panel. Users can access the cloud pc from Office 365.
A Cloud-PC can be accessed using a web browser from your Office 365 portal
In contrast to a typical Azure VM, Windows 365 comes with a fixed price you pay per month depending on the sizing. Unfortunately, you can only choose from different configurations based on CPU and RAM but not storage technology. For example, if you select a cheaper one with 2 cores and 4 GB RAM you will get a HDD instead of an SSD.
Cloud-PC: Windows 10 as a Service
In theory you can use a Cloud-PC from a tablet, like in my case from a Samsung Galaxy Tab. But in practice it turns out that it is very buggy to use. The on-screen keyboard pops up very often. The full-screen view resizes many times. Calling the Windows start menu triggers strange actions. One opportunity for Windows 365 could be to provide Home-Office users a workplace.
Power Automate (aka. Flow) is a great solution for process automation. It is very useful to realize cross-application processes. Power Automate features a wide variety of tasks and connectors. It also comes with a connector for Dynamics 365 Finance and Supply Chain Management. It can be used to trigger a flow, interact with data and execute business logic in D365 FO from within a flow. You can find all videos on my YouTube Channel.
Part 1: Trigger a Flow with Business Events
Business Events in Dynamics 365 Finance and Supply Chain Management are use to interact with other systems. For example you can send message to Azure Event Hub but also to Power Automate. There are some specific events but you can also use change-based alerts in Dynamics. This video shows how to trigger a flow using such a business event.
Business Events can trigger Power Automate flows
Part 2: Interact with data in Dynamics 365 Finance and SCM
The Connector for Dynamics 365 FO uses entities to interact with data in the ERP system. You can create new records, read, update and delete records. Here is an example where Power Automate receives data from Forms Pro and create a new customer in Dynamics 365 FO.
Create new records in Dynamics 365 FO from Flow
Part 3: Execute Business Logic in Dynamics 365 Finance and SCM
The Dynamics 365 FO Connector in Power Automate supports to execute business logic by calling actions on entities. Here is a video how to approve a Bill of Materials in Teams and execute the Approval logic via Flow.
We’re back in a hard lock-down. In contrast to the second lock-down in November and December 2020 this one is a proactive lock-down to keep the infections after Christmas under control. Started on 26th December we are under an all-day curfew and non-essential business are closed. Up to now, the impact of the new GB mutation which is more infectious is unclear. Hopefully this will prevent uns from a third wave.
The last year was very challenging for all of us. COVID-19 killed approximately 1.8 million people, and many suffer from severe consequences of a COVID-19 infections. Actions taken to get the pandemic under control brought us into a economic and social crisis. However, from an IT perspective the good news are that COVID-19 boosted Digitization.
Something good in 2020
Microsoft Teams: 2020 was the year of Teams. Never ever was a Microsoft Product adopted so quickly by so many people and organizations. Thanks to the (very) hard lock-downs in Europe in spring, Teams was one of the few products that kept many organizations operable.
2020 – The year of Teams
The Cloud: Those who didn’t understand the benefit of the cloud have learned it the hard way this year. The only way to scale up in a very short time is the cloud. No matter if it’s in a public or private cloud. But the situation in early 2020 showed that only the public cloud like Azure could handle the situation. When millions of people are forced to work from home, classic on-premises installations and VPN Gateways collapse.
Azure Region Austria: Microsoft announced to build two data centers in Austria. We will get our own Azure region. Typically our customers host their Azure Workloads in the West-Europe region. In the future we will be able to place the cloud workloads closed to the our customers.
E-Health: Digitalization and health care has never been a big issue in Austria and Digitalization projects like ELGA (electronic health file) was not very widely used. But COVID-19 boosted Digitalization in health care. We’ll get an electronic vaccination pass next year and e-prescription.
Home / Distance Schooling: It is said that the Austrian Education system is very old fashioned and stuck in traditions over decades. Over the last centuries E-Learning was explored from time to time but never ever taken serious. COVID-19 forced the education system to adapt to the situation. Universities also struggled to make exams remote compatible and came up with modern, naive and lazy solutions: The closest solution to a normal exam are Zoom-Meeting based exams, where you have to be online including audio and being watched through the webcam. Some Law-Schools found another way without all the fancy technology stuff. You get the exam online and have to upload the results within a given time, including a sworn declaration that you didn’t cheat. And some other lecturers replaced the classic exam by letting the students write an essay about some textbooks.
Bitcoin: Lucky you if you are a Bitcoin hodler 😉
Bitcoin skyrocketing in 2020
“A very merry Christmas and a happy New Year Let’s hope it’s a good one” – John Lennon, Merry Christmas
Since the early days the integration of Dynamics AX ERP and Dynamics CRM was a painful challenge. Microsoft came up with may not so great working solutions. Dual Write is a Power Platform solution for Dynamics 365 Finance / SCM and Dynamics 365 CE. It supports the synchronization beween these two products almost in real time.
I’ve made a short video to demonstrate the synchronization between Finance and CE. A customer is created in CE and becomes immediately a customer in FO. The quotation from CE is synchronized to FO where it is converted into a sales order. The sales order is visible in CE. The order is invoiced in FO and can be reviewed from within CE.
Dynamics 365 Finance – CE integration via Dual Write