Hello all !
Here is a great video of capabilities of the Portal (B2B / B2C) for Dynamics 365
It was last year AdxStudio but now a great way to access DATA of Dynamics 365 into a Website (public or private)
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Hello all !
Here is a great video of capabilities of the Portal (B2B / B2C) for Dynamics 365
It was last year AdxStudio but now a great way to access DATA of Dynamics 365 into a Website (public or private)
This week, Microsoft PowerApps has been updated with improvements to Studio and Mobile apps. We will cover some of the cool features coming up in this update, with the full list on the What’s new page.
All client users who are still using preview builds must upgrade to the latest Windows, iOS and Android bits in the store. This will enable you to take advantage of the latest features in PowerApps. Users running PowerApps versions prior to 2.0.540 on Windows, iOS and Android will be prompted to update PowerApps to the latest version. Clicking on the Update will take the user to the store.
Every app is uniquely referred using an app id. To run an app in the browser you would need use a URL with its appid. You can get the URL to run the app from the app’s details page listed under the “Web link” section in powerapps.com.
Traditionally to launch an app in the browser you would use a URL like this:
On the other hand, to run apps on Windows/iOS/Android clients you can use the deep linking URL like this:
Universal links brings these two worlds together. You can use a single HTTPs URL to launch your app either in the mobile app or in the web browser based on your preference. The URL also accept query strings, which you can use to pass parameters to the app.
If the user using the link does not have the app installed on mobile, the app runs in the browser automatically.
For example, you can link a Site Survey company app to launch another app to collect user feedback. The user feedback app will run on PowerApps mobile if the app is installed. Please note these links launch the mobile apps on iOS and Android.
HTML Text control can auto resize the height depending on the length of the text. This is huge improvement over the current control where the control size is fixed and can cause the content to be chopped. To use this feature, simply set AutoHeight to true in the HTML Text control.
Here is an example of using a description field in the HTML Text control:
You can now use context variables as part of delegable expressions. In the examples below, Filter and Lookup delegate the query to the service side even though they contain context variables.
Filter(‘[dbo].[Customers]’, MyCtxVariable in FirstName)
LookUp(Filter(‘[dbo].[Customers]’, MyCtxVariable in FirstName), LastName <> MyCtxVariable2)
Microsoft PowerApps now supports eight new services this month that you can use in your apps.
Checkout the What’s new page for details on other improvements:
Today, I want to share a fantastic way to open ISV and System Integrator their solution directly to the Business User. Microsoft AppSource helps enterprise users find and gauge line-of-business (LoB) software-as-a-service (SaaS) apps from Microsoft and its partners. AppSource apps are built on top of Microsoft Dynamics, Project Madeira, Power BI, Office 365, Cortana Intelligence Suite, and Azure, and include all of their existing app add-ins and content packages.
Here is a good video from Microsoft in Youtube to explain the power of App Source :
Today there are more than 350 solutions (at the end of November) :
Depending on their business needs, AppSource allows users to access apps from Dynamics AX, Dynamics CRM, Dynamics NAV, Project Madeira, Power BI, Office 365, or Azure. Searching through all the apps offered by AppSource can be narrowed down by category, industry, or by Microsoft product. Microsoft sees AppSource as “a place to find new apps and better ways to get things done.” Microsoft hopes that AppSource will be a big hit for enterprise customers as Microsoft pushes more apps and services to the cloud using Azure.
Currently, AppSource offers most apps to businesses to try-before-you-buy to see if the apps help enterprise customers in their daily operations. Microsoft plans to reveal more information in few weeks to its partners about Dynamics 365 and AppSource.
And finally here is what Microsoft says :
« We imagine a better world for business users everywhere. One where you can track leads, automate field service, drive sales and improve operations using modern, mobile, enterprise-ready intelligent business apps from the cloud that are as easy to use as the consumer apps that help us all get rides, book rooms, listen to music and take actions to improve our health », says Takeshi Numoto, corporate vice president, Microsoft Cloud and Enterprise. »
« With Dynamics 365 and AppSource customers can encourage innovation, increase collaboration and ultimately achieve more with the power of intelligent business apps ». Customers can learn more about Dynamics 365 here and about AppSource here. »
I will look forward in December to see the future of this App Source.
What if we told you that you have the power to connect all your SharePoint lists and libraries to a host of other apps from Dynamics CRM and Yammer to Dropbox, Mail Chimp, and Twitter? Imagine creating an item in SharePoint whenever a new lead is added in Dynamics or automatically copying files from your Dropbox to a SharePoint document library. Now what if we told you that you could do this in a matter of minutes and with zero lines of code? You’d be tempted to ask if we’re crazy or have had one sleepless night too many in Seattle.
The Microsoft Flow team gives us great pleasure to announce the integration of Microsoft Flow into SharePoint Online lists and libraries. Microsoft Flow is a new workflow tool that enables business users to create automation to receive notifications, synchronize files, and get data between your favorite apps and services, be it on premise or in the cloud. Be sure to check out this and other announcements from the Future of SharePoint conference in San Francisco.
In this post, using a premade flow template, we’re going to walk you through how you can quickly copy new members from a MailChimp member list to a SharePoint Online custom list based on approval via email. We will also be showing you how we are integrating Flow directly into SharePoint lists and libraries and the future of our integration work.
Let’s imagine that you work for an office supply company called OPENFIELD. Your marketing team manages email campaigns using MailChimp but you want to track your largest accounts in a list in SharePoint Online so that you can have a column for assigning the accounts to specific members of the team, and store additional metadata to add that personal touch to customer outreach.
Let’s create a flow such that whenever a new member is added to a subscriber list in MailChimp, you receive an approval email asking if you want to add this member to the VIP SharePoint Online list. To make things easier, you can just start from this premade template. Once you open the page, click “Use this template”.
Enter your credentials and click Continue.
Now select a MailChimp member list and configure the Send Approval email step.
Then select your SharePoint Site Url and the list you want to add these members to. In the example below, we use a list named “VIP Customers”, with columns “First Name”, “Last Name”, “Email Address”, and “Account Lead”.
Configure the Create item step for SharePoint such that for every new member in MailChimp, if the approval condition is met, the First Name from MailChimp maps to the First Name column in SharePoint. Map the other values from MailChimp to the columns in SharePoint as appropriate.
We firmly believe that all of our SharePoint customers can benefit greatly by connecting their data in SharePoint to other data sources. While Flow templates are a great start, we want to make the flow even easier (pun very much intended). In an upcoming release to SharePoint, we will be integrating Microsoft Flow directly into your SharePoint lists and libraries. With this update, users will be able to simply click Add flow and select a flow template from a panel. We will automatically carry forward the context of the site and list you’re on into the Flow template that was selected.
I will continue to invest in some integration efforts with more templates for more services and a more complete experience within SharePoint itself. In addition, the Microsoft Flow Team also plan to enhance the flow authoring experience for SharePoint by:
Stay tuned for more updates and check out http://flow.microsoft.com/search/?q=SharePoint for all SharePoint focused Flow templates.
With the launch date (1st November 2016), Microsoft unveiled the First look and shared more information regarding Dynamics 365, the next generation intelligent business apps in the cloud. Right now, there are obviously a lot of excitement, questions, confusions, concerns among existing customer and user base of the legacy On-premise applications (GP, SL, NAV & AX) as well as prospective customers and the partner community. All of us probably are wondering how our investments in Microsoft Dynamics is going to shape up in the new Dynamics Cloud era.
In this post today, let us understand and decode some of the key facts about Dynamics 365, that were unveiled and discussed in Summit 2016 held in Tampa, FL.
Microsoft unveiled the First Look of the next generation cloud business apps, all under one unified platform called Microsoft Dynamics 365. Below are some of the key take away from the first look.
Dynamics 365 For Sales: It is the Sales component/module of Dynamics CRM Online.
Dynamics 365 For Customer Service: It is the Customer Service/module component of Dynamics CRM Online.
Dynamics 365 For Field Service : This is the Field Service component/Module of Dynamics CRM Online.
Dynamics 365 For Project Service Automation: This is the Project Service component/module of Dynamics CRM Online.
Dynamics 365 For Marketing: Microsoft recently announced that it fully will integrate Adobe Marketing cloud with Dynamics 365 and make it the preferable marketing app for Dynamics 365.
Dynamics 365 For Operations: This is the New Dynamics AX (AX 7) ERP that we all are familiar with. This is where most of the customers/prospects might get confused. The name “Dynamics 365 For Operations” misleads a little bit. This business appis really targeted for the enterprise customers and obviously includes full advanced Financials functionality as well of AX 7. With this app, customers do NOT need to buy other Financials apps such as “Dynamics 365 for Financials”. “Dynamics 365 for Operations has everything you need to manage your Operations, including Core Financials. Hopefully, Microsoft will rename this app to “Dynamics 365 For Operations & Financials” at some point.
Dynamics 365 For Financials: This is the new Financials app of Dynamics 365(Earlier known as Project Madeira) and is primarily targeted for SMB customers in most cases. This does not include any of the advanced Operations functionality such as Manufacturing, E-commerce(Retail), advanced supply chain etc. When we say, this is targeted more for the SMB customers, we might argue whether Microsoft thinks that SMBs do not have “Operations” ? Of course, some of them do and Microsoft is probably thinking those customers should choose Dynamics 365 For Operations app instead of the Financials app. We will have to wait and see how this shapes up.
And Probably a new LOGO for Dynamics ? The Dynamics platform is most certainly getting a new logo which may look something like below.
Integration of Dynamics 365 and Office 365 Better than ever before. Traditional On-premise business apps (NAV, AX, SL etc) always had integrations with Office 365 and could exchange data with Microsoft word, excel outlook. But the scenarios and capabilities were somewhat limited. With Dynamics 365, the integration goes to a whole new level and provides users a full-blown integration. For example, you can drill into the details of a customer record of Dynamics 365 from within your Outlook email and even see further details such as associated sales opportunities, and launch the Dynamics 365 for Sales app/Other apps from within the email. Sleek !! A lot to explore and learn.
Question: Do customers need to pay to use this Service ? I do not know and we will need to wait and watch.
Long story short, customers using AX 2009 can start evaluating their upgrade options with assisted upgrade tool for AX 2009. These tools are in preview now and when released, it will have the capabilities to do the heavy lifting for you for the upgrade. I assume, while the tool can help these customers to a great deal, there will still be a good amount of work that needs to be done to make these upgrades successful.
For Customers using AX 2012, the upgrade path will be comparatively easier given the fact that schema and underlying business logic of AX 2012 and AX 7 are pretty much same. The upgrade assisting tools for AX 2012 may be available around March of 2017. Need to wait and watch.
Hope this was a good summary of Dynamics 365 announcements at Summit this year. We all havea long way to go and learn the cool new features and services and be ready to sail through the cloud era.
When Microsoft Dynamics 365 was announced a few weeks ago, the Common Data Model and other Microsoft productivity services such as PowerApps and Microsoft Flow were a significant part of this, along with the unified offering of Dynamics CRM and Dynamics ERP cloud services under this umbrella. The solution stack diagram below for Dynamics 365 depicts the positioning of these various elements in Dynamics 365.
The Common Data Model is now available, let us try to make sense of these together and see what are the possibilities using the CDM and Microsoft PowerApps.
In today’s post, we will create a simple example mobile app using Microsoft PowerApps and the Common Data Model database.
Log in to Microsoft PowerApps at the URL https://powerapps.microsoft.com. You can use the PowerApps web version to create your apps. But the best way to do this is to download the app from Windows store .
In this post, I will use the windows store app to create this sample mobile app.
Launch PowerApps and click New tab to select the data source. While you can use various data sources such as Dynamics CRM online, excel file stored in the cloud, online storage such as OneDrive or Google Drive, in this case we will use the Common Data Model as the data source for this app.
On the next screen, select the entity that you want to use in this app and click Connect button. For this sample app, we will use the Sales Order entity and build a simple app to interact with Sales orders (Simple actions such as view sales orders, edit or even create a new order).
At this point, PowerApps will consume the Sales Order entity data and create the sample app with some default screens automatically, which you can adjust and change to make it look the way you want it. The auto creation feature comes in handy, as you do not need to create the app from scratch.
Now that the default screens of the app are created, let us try to edit those a little bit to make them look more complete. The first screen is a Sales Order overview screen that shows the list of sales orders.
Below screenshot shows how this mobile app looked on my smartphone after I shared it and launched it on my Android phone.
This was just a very simple demonstration of the possibilities and what you can do with the Common Data Model and productivity tools such as PowerApps or Microsoft flow. The CDM is in preview now, but when it releases this fall, you will see a lot more data entities and much more capabilities of designing powerful business apps in the cloud for your organization.
That is it for today’s post and I will share more as details emerge and as I learn more.. Hope you all will keep exploring more on this. Till next time!!
Most of us must have heard a lot and read a number of blog posts already about the newest member of the Microsoft Dynamics family, “Dynamics 365“. Those who followed the WPC updates on the web or those attended the event in Toronto this year must already know a lot of details of this by now.
This is the first blog post on my new blog which will be dedicated and tailored for Microsoft Dynamics 365 going forward. In this first post, we will summarize some of the key aspects of Dynamics 365 that you need to know for now.
Microsoft Dynamics 365 is the next generation of business apps in the cloud from Microsoft. It is intended to bring together the best of Dynamics ERP and Dynamics CRM, cloud offerings into one consolidated cloud service. In other words, it is a new umbrella which will consolidate the Microsoft CRM and ERP cloud applications and provide specific purpose built apps for each of your business areas (Both for SMB and Enterprise Customers) along with the best of Microsoft Productivity apps (Office 365) and Business Intelligence/Analytics, IoT and power of Azure.
In more technical terms, Dynamics 365 aims at providing a new consistent application platform and a common data model with several standard business entities and that partners can leverage to build innovative business process and industry specific solutions using Dynamics 365, office 365, Power BI, Microsoft flow, Power Apps and more. The benefit that customers will get out this is, their users will not have to switch or change between multiple applications and still get everything (Data, Process), all at one place.
As depicted in the above solution stack diagram, you can clearly see that Dynamics 365 is fully a cloud only solution and is built on the Microsoft Azure stack. Dynamics 365 will provide a new application platform and common data model which will span across other cloud apps like Microsoft PowerApps, Power BI, Microsoft Flow etc., along with Office 365.
Two of the major components in this solution stack are the CRM and Finance/Operations. Dynamics CRM will primarily cater Sales & Marketing, Customer Service aspects. Optionally Field Service as well as Project Service (Professional Service Automation) can also be used by customers.
For the Financials and Operations area, the New Dynamics AX (AX 7) will be the backbone for the Enterprise edition of Dynamics 365 which is targeted for the Enterprise customers. Project Madeira (Code name) will be the backbone for the Business Edition of Dynamics 365, which is targeted for the SMB customers.
Power BI and Cortona Analytics Suite (Which are widely used applications already) will be the business intelligence platform for Dynamics 365.
Finally, there will be third party business applications extensions/add-on solutions by partners for industry specific solutions or functionality enhancements. These apps will be available for consumption in an entirely new platform called “App Source”. We will debrief App Source further in the post below.
As of the revealing so far, Dynamics 365 will be available in 2 editions. (This information is subjected to change when Dynamics 365 releases this fall)
The Enterprise edition is targeted for Enterprise customers and will come with full blown Dynamics CRM and Dynamics AX will be the ERP for operation. The Business edition is targeted for SMB customers and it will have a future sales and marketing solution (May be a lightweight Dynamics CRM online ?) with Project Madeira for financials.
Even though solid information about this is not yet available, the future licensing model is pretty obvious. Apps, Plans and Team members will be the new building blocks of Dynamics 365 licensing.
Refer the post at the URL below to know more on what Microsoft revealed at WPC 2016 about this.
App Source is the new “app store” where business customers and prospects can find and buy solutions for any of the Microsoft technologies. This is the platform for Partners to publish their industry specific solutions for Microsoft Dynamics AX, Project Madeira, office 365, Power BI etc.
As an example, you can see AXIO For Professional Services, an ERP solution powered by Dynamics AX and is tailored and built for Professional Services firm.
Details of pricing are not yet fully available, but customers will have better flexibility for pricing for sure. They will be able to buy in the traditional approach where they can license Dynamics 365 by application (Operations, Sales, Field Service etc.). They will also be to license Dynamics 365 by user role.
You can see some additional details on the blog post at URL below.
Stay tuned for more details.
Even though there is no solid information on this yet, I guess it may be during the OCT – NOV 2016 time frame. Stay tuned for more updates on this soon.
For customers who are already using Dynamics CRM online and the New Dynamics AX, Microsoft says it should be a seamless transition. For customers on earlier versions, there will need to be a transition path. I am not very clear on the complete transition path right now, but more details to follow as details emerges.
Dynamics 365 is a cloud service and will not be available on premise. Microsoft will continue to innovate and support the on premise Dynamics CRM, AX, NAV, SL solutions and may offer connectors if any customers want to use a hybrid of on premise and some of the cloud solutions. You can find more on what the engineering leads have to say about this at the blog post below.