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A one stop shop where the Microsoft Dynamics ecosystem can learn, share, connect and network with others within the Community. Peer to Peer discussions , product demonstrations, blogs & videos.

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    Hi! As of late I have been seeing a number of questions on forums about deploying Microsoft Dynamics GP Web Client using Office 365 identity. So I figured I would take a deep dive look into this topic, by providing a bit of background and steps to achieve a successful deployment. What you need to know is, you have a range of options.


    Background

    Office 365 uses Azure Active Directory (Azure AD) cloud-based user authentication service to manage users. This service provides 3 identity models that can be used to manage user accounts:



    Cloud identity. In this scenario, accounts are managed in Office 365 only. All the administration is done in the cloud, requiring no on-premise servers to manage the accounts.



    Synchronized identity. In this particular case, your on-premise directory objects are synchronized with Office 365, with the bulk of the administration done from your on-premise server. Passwords can be synchronized such that users have the same password both on-premises and in the cloud. The downside to this approach is, users will need to sign in twice: once to the local domain and yet again to access Office 365.

    Federated identity. This identity management model allows you to synchronize your on-premises directory objects with Office 365 and manage your users on-premises. The users have the same password on-premises and in the cloud, and they do not have to sign in again to use Office 365. This is often referred to as single sign-on.


    The following video describes in more detail how each of these identity models work:



    Most organizations will fall within the Synchronized or Federated model, but as more and more organizations move to a pure cloud model, cloud identities are becoming very common.

    In my next article, I will go into the pre-requisites to deploy Microsoft Dynamics GP Web Client with Office 365.

    Until next post!

    MG.-
    Mariano Gomez, MVP

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    Most companies have well-designed invoice processing procedures that were perfected early in the company’s history. However, the benefits of those traditional invoice processing best practices are far outweighed by the benefits that automated invoice processing is producing.

    Traditional Invoice Processing

    The best way to make a comparison is to start with a description of how processing invoices usually works now. Certainly, there are variations, but the description below summarizes a traditional process.

    1. Vendors send invoices through the mail. Someone in your mailroom or Accounts Payable department opens the envelopes, removes the invoice, flattens it and stamps a receive date on it.
    2. In Accounts Payable, a clerk takes the stack of invoices and wades through files of purchase orders to find a match for the invoice. If a match isn’t found, the clerk keeps a copy of the invoice and forwards it to the appropriate department head for approval. When the approved invoice is returned to AP, it is put into the stack for data entry.
    3. All matched invoices are entered into the Accounting software or Enterprise Resource Planning system.
    4. Matching invoices are routed to senior management. The senior manager does whatever final checks are required and authorizes the invoices to be included in a check run.
    5. The invoices approved for final payment are included in the list of checks to be printed and then the printed checks are folded, put into envelopes, sealed, stamped and sent to the post office.

    What a Difference Automation Can Make!

    When you automate invoice processing, the first benefit you’ll notice is a huge time savings. You may not think too much about the first three steps in the process above because they’re so familiar, but consider the time that an automated system can save.

    1. Instead of manually stacking up paper invoices for processing, the invoices would be scanned into an automated system. Information on the invoices would be extracted as necessary to set up the AP process. In the best of all worlds, your vendors would have an automated system as well. This would allow them to just send a digital version of their invoice, which reduces the time to complete this step even further.
    2. Instead of manually matching invoices, the system would instantly match invoices to purchase orders. If an invoice couldn’t be matched, it could be automatically forwarded to the department head for approval.
    3. Data entry wouldn’t be required due to the automation in steps one and two.

    Senior management review can always be time-consuming. That manager is usually busy and an intimidating stack of paper invoices to be reviewed can strike fear into the most intrepid of executives. In addition, the manager may well be traveling on a regular basis, which introduces a completely new set of problems.

    Automated invoice processing changes everything in step four. The manager would receive the matched invoices electronically, whether they’re in the office or not. The final approval process is fast and streamlined.

    Step five had usually remained the same, however, payment automation has now become an important step in the payables cycle. Electronic payments via virtual credit cards, for example, will eliminate the manual labor in step five and save a great deal of money on company resources, paper processing and postage.

    The Benefits Just Keep on Coming

    The most obvious benefits to automating AP are time savings and all that represents. Here is a list of just some of the other benefits you’ll receive:

    • Reduced requirements for paper storage, thereby reducing or eliminating the need for offsite document storage and rescuing office space.
    • Money saved by taking advantage of early pay discounts and avoiding late payment fees.
    • Increased security that discourages or eliminates fraud.
    • Better reporting and planning capabilities.

    If it’s time for you to automate your AP or payments processing, ACOM can help. Contact us at 800-699-5758, or visit us online.


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    Click Here To Take Our Needs Assessment

    Microsoft Dynamics SL is an accounting software solution that is designed to meet the unique needs of financial service companies. Microsoft Dynamics SL helps you connect management and accounting, streamline business processes, and deliver insight across your entire business. A more comprehensive approach improves the accuracy and integrity of insight that you can gain with actuarial, financial, and operational risk. Microsoft Dynamics SL delivers breakthrough insight into business performance and profitability, improve combined and loss ratios, and provide an integrated view of enterprise-wide risk exposure.

    Give people a solution they’ll want to use, and help your business thrive. Designed to work like and with Microsoft Office products, such as Microsoft Outlook, Microsoft Excel, or Microsoft Word, Microsoft Dynamics SL helps reduce training time and costs. People can get started right away using role-based menus, activity panes, and quick lists that make it easy to prioritize tasks. Enhanced search features let you find what you need by simply typing a few words, and provide a history of recently-viewed reports and screens.

    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 on premise servers 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.

    With Microsoft Dynamics SL, you can go beyond basic reporting with a host of features designed to place the information you need at your fingertips. Get a predefined, role-based view of data by using Quick Query to filter, customize, or drill back to the original transaction—and easily export to Microsoft Excel for further review. Transform your business strategies with quick access to advanced analytics for project, distribution, and financial data, and make sure that data is current with refreshable analytic cubes. You can also convert unwieldy volumes of data into concise, relevant information to be shared across your organization with Microsoft SQL Server Analysis Services.

    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
    LinkedIn:


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    Tribal gaming organizations operate in an ever-changing industry and are competing to attract guests.  Player development is an important Marketing function to bring in new gaming customers in addition to maintaining existing casino patrons that are profitable to the gaming organization.  Casino Hosts are the face of this Marketing team that the casino patron is familiar and become the “go-to” person when a problem arises.

    Casino Hosts are always looking for innovative ways to have guest information “just in time” to congratulate guests that have a successful day and provide offers to guests if their play is not in their favor.  Being aware of the situation on the floor gives a Casino Host tools to connect with their active guests and provide a “personal touch” to make a connection and improve the guest experience.

    Player Development is a key program that can enable your Casino Host staff to become a critical revenue generating part of your casino.  Tribal Platforms™ PLAYER 365 solution can be a tool to provide information to create a group of “rock star” Casino Hosts.

    Tribal Platforms™ PLAYER 365 is a mobile-enabled solution based on the Microsoft Dynamics 365 platform that provides a holistic view of a player and their gaming activity within the casino.  Key benefits include:

    • Player profile and contact information for guests assigned to a Casino Host
    • Player summary and gaming activity in real-time with “My Players on the Floor” showing the current player location to make them easy to find
    • Access Player historical gaming activity of each visit including Theoretical Win summaries in addition to game preference and play statistics.
    • Available Player offers with recently used incentives to encourage players to take advantage of all available offers and discover player preferences
    • “Player Touch” details with reminders to invite guests to return to participate in events. Collect guest contact notes in a single place for multiple Hosts to review

    Player Management Redefined

    Casino Hosts are looking for ways to have guest information when they are on the casino floor. Get your Casino Hosts out of the office and out in the action being in contact with guests.  Knowing when a guest is “on the floor” and where they are located provides Hosts an ability to prioritize guest contacts and spend their time wisely.  Putting this powerful information on a mobile device that updates in real-time allows Hosts to spend more time face to face with high-value guests.

    Casino Hosts ability to take electronic notes after a guest conversation frees them from excess paperwork or forgetting details.  These electronic notes are always available and allow any Casino Host to assess the “Last Player Touch” date and work to reconnect.

    Conclusion

    Across the Tribal Gaming Industry, organizations invest in Casino Hosts to engage guests and build a stronger relationship.  Tribal Platforms™ PLAYER 365 provides information and insight so that Hosts can significantly improve guest relations.   The goal is to allow a Casino Host to expand their customer service to help guests feel valued and treat them like VIP’s which results in improved guest loyalty and higher revenue.

    By Bryan Schmidt, Consulting Manager - Development, Business Applications , Arctic Information Technology bschmidt@arcticit.com.

     

     

     

     

     

     

     

    The post PLAYER 365 Helps Casino Hosts Connect to Players appeared first on CRM Software Blog.


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    PowerApps is a new service for building and using custom business apps that connect to your data. It also works across the web and mobile – without the time and expense of custom software development. Today’s blog will walk you through the process of generating an app using a trial version of Dynamics 365 online.

    Let’s start off with a little background. PowerApps connects to existing data sources and services including Dynamics 365, OneDrive, Microsoft Azure, SharePoint, Salesforce, Excel, Google Drive, and Dropbox, to automatically generate a meaningful business app for your business. You can instantly publish apps via web and mobile including laptops, tablets, and phones (Android, iOS, and Windows). It also allows you to work in a visual designer to customize a fully-functional app and build apps that use device capabilities including cameras, GPS, and pen control. And the best part is that you get all of this without having to code!

    PowerApps Works for Employees and Developers

    Perks for employees:

    • Quickly create apps that work on any device using templates to get started quickly and a visual designer to automate workflows
    • Use built-in connections or ones customized by your company to connect PowerApps to cloud services such as Office 365, Dynamics CRM, Salesforce, Dropbox, OneDrive, and on-premises systems including SharePoint, SQL Server, Oracle databases, SAP and more
    • Share PowerApps like documents. It’s as simple as typing an email address and your coworkers can take advantage of an app you created

    Perks for developers and IT professionals:

    • PowerApps includes Azure App Service for employee-facing apps so native web and mobile apps get into employee hands faster than ever
    • Build additional data connections and APIs to any existing business systems, thus empowering any users in your organization to create the apps they need
    • Data security and privacy controls are respected by PowerApps, so you can manage data access and maintain corporate policies.

    Generating an App Automatically

    You can quickly generate apps using data sources such as:

    • Common Data Model
    • Dynamics CRM Online
    • OneDrive for Business
    • Salesforce
    • SharePoint

    Generating an App Using a Trial Version of Dynamics 365 Online:

    Open Microsoft PowerApps and Select New


    Select Dynamics 365

    Select New Connection


    Select Dynamics CRM Online & Select Connect



    Select Power Objects (Note: this will connect to the Dynamics CRM Instance associated with you PowerApps login)
    Displays all entities for the CRM instance

    Select an Entity& select Connect (Note: for this blog, I have chosen the contacts entity)

    Building the Phone App Templates

     Screen Configurations

    PowerApps OOB display 3 Screen templates
    • Browse Screen
    • Detail Screen
    • Edit Screen

    Each Template will have multiple corresponding Screen Layouts.

    • Browse Items, One line Description
    • Browse Items, One line Description, Rating
    • Browse Items, Thumbnail image, Header and Description
    • Browse Items, Header and Description
    • Browse Items, Header, Sub Header and Description
    • Browse Items, Header, Sub Header, Description and Footer
    • Browse Items, Header, Description and Link
    • Browse Items, Grid with Pictures
    • Browse Items, Header, Pictures, Description and Footer
    Layout Configuration

    Fields can be added to the Detail Screen layout by drag and drop Entity Fields

    Individual Fields can be formatted



    You can add any control in a variety of categories by clicking the Insert tab of the toolbar and selecting any of the following categories.

    You can add a variety of controls to your app, and configure their properties directly, from the toolbar, or in the formula bar.

    You can also add any control in a variety of categories by clicking the Insert tab of the toolbar and selecting any of the following categories.
    • Text Box
    • Button
    • Text
    • Controls
    • Gallery
    • Forms
    • Media
    • Charts
    • Icons
      • Add a screen
      • Add a data connection
      • Show a list of items
      • Add a form
      • Show the current user
      • Add a list control
      • Add a chart
      • Add multimedia
      • Scan a barcode
      • Add a flow
      • Add a scrolling screen
      • Build a global app

    And there you have it! For more information on PowerApps, check out the Microsoft resources below.

    Happy CRM’ing!


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    One of my clients is experiencing a very poor performance  on CRM online. The client is about to go live with the new system, but this week during an internal demo (for the key users) the key users complained...(read more)

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    Find out what’s new for Microsoft partners. We’ll connect you to resources that help you build and sustain a profitable cloud business, connect with customers and prospects, and differentiate your business. Read previous issues of the newsletter and get real-time updates about partner-related news and information on our US Partner Community Twitter channel.

    You can subscribe to receive posts from this blog in your email inbox or as an RSS feed.

    Looking for partner training courses and community calls? The Hot Sheet training schedule offers a six-week outlook, and is updated regularly as we learn about new offerings. Monthly recaps of the US Partner Community calls and blog posts are also available.

    To stay in touch with me and connect with other partners and Microsoft sales, marketing, and product experts, join our US Partner Community on Yammer and see other options to stay informed.

    Top stories

    News about Microsoft FastTrack: Windows 10, Dynamics 365, and Microsoft Teams

    US Partner Community call schedule

    Save $300 on your Microsoft Inspire all-access pass – register by January 31

    Windows training, enablement, and partner services

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    Three ways Visual Studio licensing benefits can help you boost your business

    Cloud Competency resources

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    Earn Certifications for Microsoft Azure, Office 365, Web development, SQL Server, and more


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    Two days ago I posted Personal Link  to download the NAV2017 CU2 which I downloaded before MS pull off from official link. Now MS published the official link to download NAV2017 CU2. You can download from following link https://www.microsoft.com...(read more)

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    Unified Service Desk (USD) for Dynamics 365 can be used in my many circumstances. One might be answering service requests from your customers, this will commonly involve agents “working” a...(read more)

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    In Adxstudio (version 7.x), we can create templates using one of two methods. Page Templates – Custom .aspx pages deployed to the server Web Templates  – Dynamics 365 Entity which is...(read more)

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  • 01/29/17--05:33: Dynamics NAV New Books
  • Many ask in the forum about books\ebooks\kindles on Dynamics NAV 2017; actually there are no books on Dynamics NAV 2017 (…the same for Dynamics 365 Business Edition), many books have been updated at least to Dynamics NAV 2016.

    Good News: “New books on Dynamics NAV will be released soon”.
    Below you can find the title and release date of each book, i must point them, the upcoming books look very interesting !

    nav-books

    You can find books on Amazon or on PacktPub (also from other sites)

    https://www.amazon.com   https://www.packtpub.com/

    NAV books

    Books currently purchasable

    Implementing Microsoft Dynamics NAV – Third Edition (by Alex Chow)
    http://amzn.to/2jKcTNd

    hi already talked about this book long ago, take a look to my old post.
    https://robertostefanettinavblog.wordpress.com/2016/04/15/new-book-implementing-dynamics-nav-2016-by-alex-chow/

    Microsoft Dynamics NAV 2016 Financial Management – Second Edition
    by Anju Bala
    http://amzn.to/2k5fxhv

    Extending Microsoft Dynamics NAV 2016 Cookbook
    by Alexander Drogin
    http://amzn.to/2kAtgwG    at this time i’m writing a review of this book (Kindle)

    Einstieg in Microsoft S Dynamics NAV: Microsoft® Dynamics(tm) NAV 2016
    http://amzn.to/2k5HndM
    Books that will be released soon (only bookable books)

    Building ERP Solutions with Microsoft Dynamics NAV (available from August 2017)
    by Stefano Demiliani
    http://amzn.to/2kANTZU

    Mastering Microsoft Dynamics NAV 2016 (avalialble from September 2017)
    Rabindra Sah
    http://amzn.to/2k52YTv

    Programming Microsoft Dynamics NAV – Fifth Edition (available from November 2017)
    http://amzn.to/2jK3eGM

    Have a nice reading !



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    Organisations that deploy Dynamics CRM/Dynamics 365 for Enterprise (CRM/D365E) can immediately take advantage of a number of inbuilt functionality, processes and data models that can be re-purposed with...(read more)

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    The proper way to write down diploma or degree are employed in MBA: its positive factors additionally the difference with other kinds of diploma or degree functions In order to lead the structure of organization or separate department, it is not enough to have a basic diploma of higher education, In modern society. The roll-out […]


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    With the Adxstudio Portals v7 product I can’t count the number of times that Adoxio has had to extend the search functionality with enhancements for customer requirements. With the latest release...(read more)

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    In my previous blogs I showed you how to use Workflows and Calculated fields to record the duration of stages and milestones for any given pipeline such as an opportunity within Dynamics CRM. The duration...(read more)

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    In my previous blogs I showed you how to use Workflows and Calculated fields to record the duration of stages and milestones for any given pipeline such as an opportunity within Dynamics CRM. The duration...(read more)

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    At the reIMAGINE 2016 and GPUG Summit 2016 conferences, I promised that a new build of GP Power Tools was coming and that it would have lots of great features. Well, I have been working hard and have...(read more)

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    In this blog, I will take you through the steps to create a simple foreign currency sales invoice transaction to Read More The post Foreign Currency Gains and Losses in Microsoft Dynamics NAV 2017 appeared...(read more)

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    A great tip to help users when they have to switch between logins, whether testing user functionality or working with another user on training, is the Run as different user function. There are many different reasons why you may want to log in as a different user. Your coworker or manager might want to log in from your PC and show you something or make a quick change to something that was posted incorrectly. It's always a best practice to work from your own login when in AX so that the records you touch in the system are tied to your username, but there will always be circumstances where it would be convenient to have another user log in to AX from your specific instance.

    A typical installation of AX will have users set up as Active Directory authenticated. This means that when you log in to your work network with your username and password, your AX login will be automatically authenticated. This is great for ease of use and not having to enter your password every time you want to open AX (especially if you accidentally close AX a lot - we all do it!).

    Run as Different User


    The Run as different user function can be accessed from your AX icon on your desktop. If you right click on the icon, you will see that you are given many different options, including the ability to Run as administrator. That's not exactly what you are looking for, so how do we Run as different user?

    Right clicking on the AX icon will give a list of user functionality.
    Right click on the AX icon to see this list.


    This is a hidden functionality as you will have to press Shift + right click at the same time. You will see that the list has now expanded to include Run as different user.

    Right click + Shift on the AX icon to open explanded list of functions including Run as different user.
    Right click + Shift to see hidden functionality included.

    Once you click on that, AX will prompt you to enter the username and password of the user you are logging in as. Just remember, all transactions will be in that user's name.

    Windows Security username and password authentication window.
    You can now run AX as a different user or allow another user to log in from your client.

    Password Security

    It would be irresponsible of me as an IT professional and as someone who sits through security audits annually to not discuss password security as part of this blog. While having the ability to log in as a different user on your client can be a really beneficial tool, please be aware of the dangers of this as well.

    Always guard your password. Your password is your key to your company's financial software. Guard it like you would guard the key to your house or car. You wouldn't just hand it over and allow anyone to enter. Treat your access to your company's financials the same way! Anyone who has your password can log in as you and create transactions tied to your user ID. Since they are tied to your user ID, it is highly likely that you would be held responsible for any erroneous or malicious transactions. If you aren't held responsible for the transactions, you could be held responsible for sharing your password. It's not a good practice. Don't do it. Also, always make sure any sessions that you are logged in to on someone else's PC get completely closed before you walk away. This will remove you from the session and when it is reopened on their PC, will be opened with the original Active Directory username that is logged in to the PC.

    If someone did somehow obtain your password, change it immediately. You don't have to wait for your company's password policy to kick in and tell you it's time to change your password. This is something you can do as often as you'd like! If your password has been compromised in any way, the best practice would be for you to change it immediately.

    Screenshot of Windows logon reminder to change password by clicking Control + Alt + Delete
    You don't have to wait for this reminder to change your password! Change it as often as you feel necessary.

    Another thing to remember is to always lock your screen. When you walk away from your computer, lock it! Because AX uses Active Directory authentication, it would be simple for someone to walk up to your computer, sit down and have immediate access to everything you have access to in AX. It's as easy as Ctrl + Alt + Del followed by Enter or Windows key + l to lock your PC. Another option would be to have your screen set to automatically lock after a minute of inactivity. Protect yourself! It's a good habit to get into.

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