Check out KB 3206881 – New image preview control

Microsoft have released a hotfix on the document preview control, and this is actually quite cool. In the following picture you see the preview pane have been updated with some new buttons.

Now we have ordinary functions like move, zoom, print, but we also have highlight, Blocking and some text functions.

This means we can make direct changes to the attached images, and this is interesting when we have scanned copies of invoices or any other document.

In the following picture, I have just highlighted some parts, and blocked some texts. I have also added a text of my own.

Why is this interesting? Because good developers is experts in “copy-with-pride” solutions. And we now have a new web-enabled control that allows us to create new extended solutions for handling scanned documents.

I expect that we very soon will see small invoice approval apps available at a fraction of the price we have seen before, and that is using this feature.

Try it out J It’s Cool.

 

Warning; Generate Demodata; Financial period close

Dynamics 365 for Operations have a nice feature for generating demo data.

Here is my 1000 $ tip!
DON’T USE IT IN ANY IMPLEMENTATION PROJECTS!

This class is only meant for generating demodata in the Contoso dataset, and will corrupt and delete any real data you may have created. If you take a look at the class LedgerPeriodCloseWorkspaceDataCreation that will generate month end financial closing data you see that it only works towards specific contoso companies and personas defined in the contoso company.

There is also a method executed in the beginning, that just deletes data, and makes sure any data you may have generated is just gone.

Why Microsoft have decided to include this “Demo-data” package in the implementation deployment I don’t understand……

…and if you wonder; Yes, I did this mistake.

Try Dynamics 365 now

Microsoft is currently holding an online virtual Dynamics 365 launch party and I’m happy to see that Microsoft is delivering as promised. Take a look at it here:

What Microsoft also have made available is a trial experience of Dynamics 365 for Operations. That is available here. What you get is an access to a 30 day multi-tendent trial experience, where basic testing can be taken place. In my case I got company number 037, and I cannot access other trial users company J

In this first release you will have limited access to 3 basic processes as defined in the trial experience task recording. You can try to navigate around, but you have very limited access to create customers/vendors/products etc. Important: This is NOT a full feature trial, and you NEED to follow the task guides as your guide to Dynamics 365.

Remember that Microsoft is constantly refining and improving the trial experience, and if you want a full-blown trial you need to contact a Dynamics 365 partner that can help you set this up. Later Microsoft will release additional trial experiences, and also support localized trial experiences. Other industry based trials are on the way, like Retail/POS experiences.

Check it out!

My Dynamics 365 FastTrack experiences

If you have not heard about the Microsoft FastTrack program for Dynamics 365 on-boarding, then this is the post for you. So, to say it simple; the FastTrack program is Microsoft’s involvement after the licenses have been purchased to get you fast up and running on the cloud platform.

It starts when the licenses have been purchased through the CSP-portal (or through a EA agreement), and lasts until the live production system have been deployed.

When a Dynamics 365 deployment should start, we get a checklist of tasks that need to be completed when we move from one stage to another. The LCS implementation project looks a bit different than the ordinary LCS projects.

As you can see here there are a lot of checks that needs to be confirmed before going live. In the process, some guidance is needed, and Microsoft is giving this as a service included in the license. As the implementation goes forward Microsoft is conducting some bi-weekly workshops, where each meeting has a predefined agenda with information and some room for discussions and guidance. The touchpoints are divided between actual workshops using Skype 4 Business and Tech Talks that is a kind of webinar session.

In the FastTrack program there is a role and responsibility, that is explaining what is expected from the parties involved in a Dynamics365 rollout.

I have been lucky, and have been involved in a complete cycle, and I have to say that I’m impressed how this FastTrack program works. As the Dynamics 365 is quite new, and the entire Dynamics ecosystem is trying to absorb the information made available, it is easy to get lost and to think that implementations are conducted in the same way as earlier. If you expect that some hardcode system administrator/developer can jump into the sandbox/production environments, then you are wrong. Now things have to happen in a sequence and have to follow predefined quality steps to ensure that we get a rock-solid production environment.

Our FastTrack contact have always been available and have given us the “light touch” on the shoulder to guide the implementation and expectations. Remember that FastTrack is not about business processes, masterdata and project management. That is still handled outside of this program.

A small and important reminder; remember that you have to purchase your implementation licenses, and remember that you could start small, and ramp up you license count as needed.

 

Testing Microsoft Flow for CRM –> AX integration

A few days ago Microsoft have the Flow connector available for preview, and you can read more about it here. What I wanted was to see if I could make a very simplified flow, where a customer is created in CRM, and then transferred to Dynamics AX.

The flow therefore consists of the following steps, when a record is created in CRM, a customer is created in AX. After that, I wanted an email to be sent to me.

To test this flow, I created a Customer in CRM online.

Then I waited for a few second, and then the customer was visible in AX. I just became very impressed.

I also received an email, telling me that a new customer was created in AX from CRM, and that made be even more happy.

If I when in and analyzed what happened, I could trace the entire integration in Flow, and also see how much time spent on processing each step. In this case, I see that AX used 10 seconds to process the JSON/ODATA message, and spent 3 seconds to sending me an email that the record was created.

 

Here are the steps I used to create this flow. First I select the Flow action “Dynamics CRM Online – When a record is created”.

Then I specify the organization and the entity name: Accounts

Next I add the action Dynamics AX Online – Create a record

And I select the instance, and what user I should log in with. I also select the entity name: Customers, and select to only transfer the Account number and Account name into the AX entity. Some of the other fields, I choose to hardcode for simplicity reasons.

The last step is to send an email to myself

Some summary.

Using Dynamics AX with flow will certainly be the way forward on how we integrate AX with CRM and all kinds of other 3’rd party systems. It is still in preview, and the next thing we are waiting for is that Dynamics AX can get reactive, and then when a record is created or modified inside AX, this can trigger a flow. But Microsoft have promised that this is on its way. Also remember that this tool has its current restrictions and that we need to be patient and let Microsoft further develop and improve its capabilities. But for easy and simple integrations I would call this as a unique opportunity to get rid of complex and time consuming integrations. As long as you keep it simple it works as intended.

Thanks Microsoft, keep it coming!

Dynamics AX Retail Scale Unit

In the AX Licensing Guide from february 2016 Microsoft announced a new add-on to retail called; Retail Scale Unit.

Retail Scale Unit

As part of our future offering, we are considering offering a scale unit (Retail Scale Unit) that will enable businesses to run in distributed environment across datacenters to support proximity to physical locations
as well as allow distributed storage and help scale out needs of retail and commerce operations. This offering will allow the ability to add one or more identical scale units that can meet the transactional compute needs of retail and commerce channels. Additional details coming soon.

Even though details have not yet been disclosed on what or how it works, it is now available on sites where you buy Microsoft Licenses. Even prices are available, and it is a service priced per month.

Try to google-search on “E3307B7FD0C149AE9B95E4707C9D1AD7” and you will see distributors that are having this SKU/product in their assortments. Stay tuned as more will be explained as Microsoft makes more information available, but this is great stuff for all retailers!

 

 

 

 

Dynamics 365; Hello CDM

The Common Data Model was today as promised made available in preview through PowerApps, and gave us insight on how it works. You need to take a log at the following blog posts. Your entry point for starting to explore CDM is http://powerapps.microsoft.com

Let’s jump past
all introductions take a small look at the products made available the sample demo data when the CDM database is created. After the sample CDM database is created you will have access to the entities here

Then find the entity named Product. Then click on the “Open in Excel

After logging in I start to see some similarities to what we have in the new Dynamics AX. It’s the same excel app on the right side.

It is even the Contoso data, and as highlighted here I’m showing the item 1000 – the good old Surface Pro 128 Gb J

 

Now start your journey into the CDM. It will be the backbone and foundation of our entire Dynamics 365 stack.