Creating Companies in Dynamics 365 for Financials

When we sign up for Dynamics 365 for Financials, we get access to a demonstration company (called Cronus). The demonstration company contains sample data like sample orders, invoices, ledger entries etc., which lets us explore the application, view charts and reports with sample data. We will be able to create additional companies with demonstration data or we can create…

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PowerApps with SQL server on-premises – Using the Gateway

On-premises data gateway allows you to access on-premises data with PowerApps! The gateway is a bridge from your app to the on-premises or virtual machine where your data is stored. On-premises means that your data is stored on a server physically located within your organization, not in the cloud. A virtual machine acts as a private cloud-based server….

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Create an App for Dynamics 365 for Financials in just a few minutes!

PowerApps is a great new product from Microsoft which lets you quickly create Apps on web and mobile without writing code! Learn more at: https://powerapps.microsoft.com/en-us/ In this blog, we take a look at how we can create a simple App using PowerApps. The App lists all the items in our Dynamics 365 for Financials showing item inventory, price and…

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My First Microsoft Flow with Dynamics 365 for Financials

What is Microsoft Flow? Microsoft Flow lets you create automated workflows between your favorite apps and services to get notifications, synchronize files, collect data, and more! Learn more about Flow at https://flow.microsoft.com/en-us/ How can we use Flow with Dynamics 365 for Financials or Dynamics NAV? With Microsoft Flow, your Dynamics ERP can communicate with other Apps like…

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Personalized Reports to Customers & Vendors with Dynamics 365 for Financials

I’ve previously written about how a report can have multiple layouts/templates in Dynamics 365 for Financials. You can find that blog here. With multiple templates per report, we can assign different templates to customers/vendors which enables us to provide a personalized experience! Let’s consider a scenario where, for some of the customers we want the Sales Invoice to include some…

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Microsoft Word Document Reports in Dynamics NAV and Dynamics 365 for Financials (Project Madeira)

In Microsoft Dynamics NAV and Project Madeira, it is possible to use Microsoft Word 2013 or later to modify the report layout to some extent . Customers can edit/modify the report layout in Microsoft word document and this editing experience is WYSIWYG. This feature makes it easy for customers to modify their reports and save them without touching the underlying report…

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Connecting Dynamics NAV 2013/2015 to the NAV content pack in PowerBI.com

PowerBI.com has a Dynamics NAV content pack which connects to Dynamics NAV 2016 out of the box. I’ve discussed about it here. Customers using NAV 2013 or NAV 2015 can also connect to this NAV Content pack in powerbi.com. Power BI expects NAV to expose certain web services, irrespective of the NAV version. The required…

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NAV Perpetual Licensing – More Limited User Included Tables

With the release of Microsoft Dynamics NAV 2016, the limited users in NAV can now do more than before! Download the Licensing guide for Microsoft Dynamics NAV 2016 here.  The Limited users have restricted access to the ERP Solution to complete only the following tasks:  “Read” access to any data contained in the ERP solution; and…

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Integrating Dynamics NAV 2016 with CRM Online

In this post I would like to explain the initial setup required and steps for integrating Dynamics NAV 2016 and CRM Online. This enables you to integrate and synchronize data in Microsoft Dynamics CRM entities such as accounts, contacts, and products, with equivalent record types in Microsoft Dynamics NAV such as customers, contacts, and items,…

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Dynamics NAV – Application Code Upgrade

Microsoft introduced a new feature called Application Merge Utilities (AMU) with Microsoft Dynamics NAV 2015, which help partners upgrade their custom solution (application code and metadata) from one version to another, or from one cumulative update to another. Why? Microsoft plans to release new versions of Microsoft Dynamics NAV every 12 months and in addition, Microsoft will be releasing…

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