While prototyping my image upload canvas application for the contact form the other day, I ran into something that is probably just a quirk of the preview implementation, but you may want to be aware of...(read more)![]()
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Getting model-driven app record id in the embedded canvas app
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AX 2012 - Exchange rate edit, calculate, convert currency amount to default amount
Find exchange rate: ExchangeRateCurrencyPair pair; //TCMB : Exchange rate type ( ExchangeRateType ) tablle Name key field select firstOnly pair where pair.ExchangeRateType == ExchangeRateType::findByName...(read more)![]()
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February 2019 Hot Sheet partner training schedule
Welcome to the US Partner Community Hot Sheet, a comprehensive schedule of partner training, webcasts, community calls, and office hours. This post is updated frequently as we learn about new offerings, so you can plan ahead.
Community call schedule
Community calls for the US Partner Community are led by experts from across the US Partner Team, and provide practice-building and business-building guidance.
Community name | February calls information | March calls information |
Applications & Infrastructure | ||
Business Applications | February 12 – How to build your own IoT Enabled Field Services Demo | March 12 - Learn how to develop a Dynamics Connector with code and the REST API |
Data & Artificial Intelligence (AI) | ||
Marketing SureStep Office Hours | February 7 - Create an infographic for EOS February 14 - Partner show n' tell February 21 - Agile marketing: Build an agile marketing board on Teams February 28 - Create an explainer video for Cybersecurity/Microsoft 365
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|
Modern Workplace – Productivity | ||
Modern Workplace – Security | ||
Modern Workplace – Modern Desktop | ||
Partner Insider | ||
Partner investments Office Hours | ||
Public Sector | February 7 – Microsoft Dynamics 365 Government Community Cloud (GCC) for partners |
Week of January 21-25
Date | Location | Course, webcast or call | Who should attend |
January 22-24 | Dallas, TX | Dynamics 365 for Finance & Operations Supply Chain Management Bootcamp | Technical roles |
January 22-24 | Downers Grove, IL | Technical roles | |
January 23-24 | San Diego, CA | Technical roles | |
January 23-24 | New York, NY | Technical roles | |
January 22
| Alpharetta, GA | Microsoft Azure Discovery Day : Hardening Modern PaaS Application Deployments | Technical roles |
January 22 | Community Call | Technical roles | |
January 22 | Online | How to modernize your Microsoft CSP/MSP Sales and Marketing for 2019 growth | Technical roles |
January 22 | Online | Learn the foundation of IaaS in Azure Government with Azure Virtual Machines | Technical roles |
January 22 | Online | Technical roles | |
January 22 | Online | Adopting Dynamics 365 for Sales, Customer Service - Data analysis | Technical roles |
January 22 | Online | Technical roles | |
January 22 | Online | Technical roles | |
January 23 | Community Call | Business roles | |
January 23 | Online | Technical roles | |
January 23 | Online | Technical roles | |
January 23 | Online | Technical roles | |
January 23 | Online | Technical roles | |
January 24 | Online | Business roles | |
January 24 | Community Call | Marketing roles | |
January 24 | Community Call | Technical roles | |
January 24 | Online | Business and technical roles | |
January 24 | Online | Technical deep dive on Cloud Scale Analytics: Azure Data Bricks | Technical roles |
January 24 | Online | Introduction to Dynamics 365 for Sales, Customer Service - Technical Onboarding | Technical roles |
January 24 | Online | Technical roles | |
January 24 | Online | Creating apps for the Intelligent Cloud: Architecting cloud apps for scale | Technical roles |
January 24 | Online | Technical roles |
Week of January 28-February 1
Date | Location | Course, webcast or call | Who should attend |
January 28-30 | Houston, TX | Technical roles | |
January 30-31 | Denver, CO | Technical roles | |
January 30-31 | Tempe, AZ | Technical roles | |
January 28 | Online | Technical roles | |
January 29 | Online | Migrating customers data from Microsoft Dynamics GP to Microsoft Dynamics 365 Business Central | Technical roles |
January 29 | Online | Technical roles | |
January 29 | Online | Transform data into dollars by enabling Intelligent Retail with Microsoft | Technical roles |
January 29 | Online | Learn about the various Azure Storage types and Cloud Identity in Azure Government | Technical roles |
January 29 | Online | Technical roles | |
January 30 | Community Call | Business roles | |
January 30 | Online | Technical roles | |
January 30 | Online | Technical roles | |
January 30 | Online | Azure Marketplace and AppSource publisher payouts and seller insights | Technical roles |
January 31 | Community Call | Marketing | |
January 31 | Online | Technical roles | |
January 31 | Online | Technical roles | |
January 31 | Online | Technical roles |
Week of February 4-8
Date | Location | Course, webcast or call | Who should attend |
February 4-8 | Edina, MN | Technical roles | |
February 5-6 | Tampa Bay, FL | Technical roles | |
February 5-6 | Downers Grove, IL | Technical roles | |
February 5-6 | Fort Lauderdale, FL | Technical roles | |
February 6 | Office hours | Increasing profitability (and deal velocity) with offers and incentives | Business roles |
February 4 | Online | Technical roles | |
February 5 | Online | Technical roles | |
February 5 | Online | Technical roles | |
February 5 | Online | BCDR: How and why Government organizations need backup and disaster recovery services | Technical roles |
February 5 | Online | Optimize your Marketplace listing with featured apps and services | Technical roles |
February 6 | Community Call | Business roles | |
February 6 | Online | Technical roles | |
February 7 | Community Call | Public Sector community call: Microsoft Dynamics 365 Government Community Cloud (GCC) for Partners | Technical roles |
February 7 | Online | Technical roles | |
February 8 | Community Call | Technical roles |
Week of February 11-15
Date | Location | Course, webcast or call | Who should attend |
February 12-13 | New York NY | Technical roles | |
February 12 | Online | Leveraging Free Azure Sponsorship to Grow Your Business on Azure | Business roels |
February 11 | Online | Technical roles | |
February 12 | Community Call | Business Applications Partner Community Call - How to build your own IoT Enabled Field Services Demo | Technical roles |
February 12 | Online | Technical roles | |
February 12 | Online | Technical roles | |
February 12 | Online | Technical roles | |
February 12 | Online | Leveraging Free Azure Sponsorship to Grow Your Business on Azure | Technical roles |
February 13 | Office hours | Increasing profitability (and deal velocity) with offers and incentives | Technical roles |
February 13 | Online | Integrating external application with Outlook Office 365 Groups and Microsoft Teams | Technical roles |
February 14 | Online | Next-Gen Partner Marketing: How to meet higher customer expectations and win their trust | Technical roles |
February 14 | Online | Technical roles | |
February 14 | Online | Technical roles |
Week of February 18-22
Date | Location | Course, webcast or call | Who should attend |
February 19 | Community Call | Technical roles | |
February 19 | Online | Technical roles | |
February 19 | Online | Technical roles | |
February 19 | Online | Technical roles | |
February 19 | Online | Technical roles | |
February 20 | Office hours | Increasing profitability (and deal velocity) with offers and incentives | Technical roles |
February 20 | Online | Technical roles | |
February 20 | Online | Technical roles | |
February 20 | Online | Technical roles | |
February 20 | Online | Technical roles | |
February 20 | Online | Technical deep dive on Enterprise BI and hybrid scenarios with Power BI | Technical roles |
February 20 | Online | Business, sales, and technical roles | |
February 21 | Online | Creating apps for the Intelligent Cloud: Microservices & Service Fabric deep dive | Technical roles |
Week of February 25-March 1
Date | Location | Course, webcast or call | Who should attend |
February 26-27 | New York, NY | Technical roles | |
February 26 | Community Call | Technical roles | |
February 26 | Online | How to leverage an ADS to win SQL Migration deals to Azure Government | Technical roles |
February 26 | Online | Creating apps for the Intelligent Cloud: DevOps in the cloud | Technical roles |
February 26 | Online | Incidents, maintenance, and health advisories: Stay informed with Azure Service Health | Technical roles |
February 26 | Online | Hybrid Cloud management & security: Introduction and Log Analytics | Technical roles |
February 27 | Office hours | Increasing profitability (and deal velocity) with offers and incentives | Business roles |
February 27 | Online | Technical roles | |
February 27 | Online | Technical roles |
Week of March 4-8
Date | Location | Course, webcast or call | Who should attend |
March 5 | Online | Technical roles | |
March 5 | Online | Technical roles | |
March 5 | Online | Technical roles | |
March 6 | Community Call | Business roles | |
March 6 | Online | Build an Office add-in using modern JavaScript tools and techniques | Technical roles |
March 6 | Online | Technical roles | |
March 7 | Online | Technical roles | |
March 7 | Online | Technical roles |
Week of March 11-15
Date | Location | Course, webcast or call | Who should attend |
March 12 | Community Call | Technical roles | |
March 12 | Online | Technical roles |
Microsoft 2019 events
Microsoft Inspire 2019: July 14–18 in Las Vegas, Nevada
Microsoft Ignite 2019: November 4-8 in Orlando, FL
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Microsoft Dynamics NAV 2016, Microsoft Dynamics NAV 2017, and Microsoft Dynamics NAV 2018 are compatible with Microsoft Office 2019
We are happy to announce compatibility between Microsoft Office 2019 and the following versions of Microsoft Dynamics NAV: Microsoft Dynamics NAV 2018 Microsoft Dynamics NAV 2017 Microsoft Dynamics NAV 2016 Office 2019 is available in a 32-bit version and a 64-bit version. The recommended version of Office 2019 in combination with Dynamics NAV is 32-bit,...![]()
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April’19 release notes – is it, actually, a bit of a short-term roadmap?
There are lots of “new and planned” features mentioned in the April’19 release notes:
https://docs.microsoft.com/en-us/business-applications-release-notes/April19/
But, it seems, those release notes...(read more)![]()
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How do I move my word template for custom entity across environments in Dynamics 365? How can I make the changes manually? – A deep dive into inner workings
It was just another day at my office and my client’s developer just walked up to me and asked – “ How do I move my document templates to one environment to another ?”. He seems to have manually uploaded...(read more)![]()
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Part 2: Use Microsoft Flow to move Notes attachments from Dynamics 365 to SharePoint
Introduction
This is second part of blog ,
which I published few days back. Second part explains how we can use SharePoint
integration to create folder structure and move the attachments to SharePoint...(read more)![]()
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MSDW Podcast: Microsoft Dynamics AX to 365 Upgrade Journeys, Episode 1 – The Setup
What are Dynamics AX to Dynamics 365 for Finance and Operations (D365FO) upgrades really like? As fascinating as you might expect, and then some. ...read more![]()
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Microsoft Dynamics AX to 365 Upgrade Journeys, Part 1: The Setup
A preview of our new podcast series exploring the realities of ongoing AX to D365FO upgrade and migration projects. ...read more![]()
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Dynamics 365 For Marketing: Social Posting
Microsoft is planning to release a new social posting feature in Dynamics 365 for Marketing this April. The feature will serve as a quick method of creating social content for multiple channels including...(read more)![]()
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Dynamics 365 Business Central: How to Get a Premium Trial
If you have visited the https://trials.dynamics.com website and started a Dynamics 365 Business Central trial, you might think there are some premium features missing like Manufacturing and Service Management. Until recently, it was instructed to go through a CSP Provider to get access to the premium Dynamics 365 Business Central trial. Now, it’s only a quick search and a couple clicks away.
Setting Up Your Dynamics 365 Business Central Trial
If you are a Microsoft Partner, you can visit https://demos.microsoft.com and request a new Microsoft 365 Business Demo Content tenant environment to create a brand new demo tenant. From there, you can go to https://trials.dynamics.com and add the new credentials for the Dynamics 365 Business Central Trial.
If you are a Microsoft Customer, you will want to add the trial to your existing Microsoft Tenant. To do this, go to https://trials.dynamics.com and add your Microsoft login ID when requesting a Business Central Trials.
In both cases, you will need to complete the required steps to proceed and you will have access to Dynamics 365 Business Central Essentials Trial environment.
Converting to a Premium Dynamics 365 Business Central Trial
To convert the Dynamics 365 Business Central Essentials Trial to a Premium, click the search icon in the top ribbon and start typing “Company Information”. Select Company information and change the User Experience from Essentials to Premium as outlined in red below.
Next, close the pop out window and refresh the page. From there, you can click the search icon again and start typing “Manufacturing” and you can begin to explore the premium features that you now have access to within your Dynamics 365 Business Central Trial.
If you have a positive experience with your trial, you’ll be happy to hear that the Dynamics 365 Business Central October 18 release is equipped with some very important, process-enhancing capabilities. The October 18 release also enables on cloud, on-premise, and hybrid Dynamics 365 Business Central deployments and allows Dynamics NAV solutions to connect to the cloud through Business Central.
If you have questions about Dynamics 365 Business Central trials, features, or deployment options, send our Dynamics 365 Business Central consultant an email.
By Velosio www.velosio.com
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CRM Software Success: 3 Frequently Overlooked Red Flags
Are you considering a new CRM software system?
CRM software (customer relationship management software) is designed to help organizations reach business goals like:
- Converting more prospects into sales
- Creating a collaborative sales process
- Improving inbound marketing and lead generation
- Getting a 360-degree view of customers
- Cutting service request costs and sales process costs.
The CRM software implementation is critical to its success or failure.
| A well-implemented CRM software system can help you achieve your business goals.
|
A poorly-implemented CRM system will waste both time and money, PLUS cause needless frustration for your employees, partners and customers.
|
Why the CRM implementation and not the CRM software?
While the CRM software you select IS important, most failures come from lack of follow through on the software implementation. Companies try to save money by doing the CRM implementation themselves or cutting corners on user training.
Our company does lots of CRM rescue projects.
We see three red flags that are so common that they’re often overlooked as causes of CRM failure.
Red Flag 1: The CRM project is implemented by an internal IT team.
Now we’re not saying that a self-implemented CRM system can NEVER be successful, but what we’ve found is that they’re rarely run by the IT Department.
A CRM implementation is a line-of-business project. That means that the CRM Project must have an executive sponsor who is responsible for achieving corporate goals like increasing sales, cutting operational costs, improving customer service, etc. Even with an executive sponsor, often too much burden is placed on the IT Team.
Even if you have an amazing IT Team, you can’t compete with a CRM implementation partner who:
- Implements and supports CRM systems every day, staying on top of new features, releases and updates
- Has a cross-functional team with business and technical skill sets
- Understands the ins-and-outs of the CRM system so you can take advantage of all the time-saving shortcuts
The money you save in the CRM implementation often becomes a revenue leak that shows up as reduced efficiency.
In the worst-case scenario, your CRM system turns into digital dust, unused and unreliable.
Red Flag #2: The goal of the CRM Project is going live on CRM software.
You are not running a marathon.
The primary goal is NOT to reach the finish line in the shortest time. The goal is to achieve your business goals more efficiently.
The standard goals of “On time and on budget” mean NOTHING if you don’t accomplish what you set out to do with your CRM system.
In fact, if you look at the factors that contribute to the success of a CRM implementation, it breaks out to be:
- 20% CRM software / technology
- 40% Business process improvement
- 40% People / change management
This is an area where communication can break down between the CRM project sponsors and the CRM implementation team.
Whose job is it to define the business process improvements?
| The Client? Many CRM implementation companies expect their clients to come to them with the business processes and workflows defined.
| The CRM Consulting Team? Many CRM project sponsors (the client) expect their CRM implementation team to act as business consultants as well as technology consultants. |
Whose job is it to manage change and train users?
Same problem.
When expectations are mis-set, you create a cascading host of problems that range from bad feelings to lawsuits. The solution is to set clear expectations internally – and with your outsourced CRM partner. You’re both on the same team, working towards the same goals.
When you evaluate CRM partners, this is an area where you need to be sure you are making an apples-to-apples comparison. A CRM partner who is ONLY doing the technology implementation work will be much less expensive than a partner who is managing the entire CRM project.
You can’t drive a Lexus and pay for a Ford.
Red Flag #3: Unclear business value or unclear goals for the CRM project.
A CRM system should be held to the same standard as the rest of your business systems. Software is a tool.
- What are the expected outcomes?
- How will success be measured?
- Are you committed to sticking with the project until you achieve your goals?
If you buy a piece of manufacturing equipment, you know how much it costs to purchase and operate, and you know how much it will produce every shift and every hour. Treat your CRM system the same way.
Let’s say you decide you want to grow revenue by 10%. You then have to know what actions will help you achieve that revenue growth.
- Faster shipping?
- More customizable options?
- Hiring more sales people?
Then you have to decide which features in your CRM system will help you perform those actions faster and easier:
- Sales opportunity workflows for approvals
- Easy product configuration
- Identifying your best sales people and replicating what they’re doing.
Sometimes when we take on a new client, even they don’t know how what those goals and business levers will be. The sales process is a mysterious black box and varies from sales rep to sales rep or territory to territory.
A CRM system helps you discover your secret ingredients, and then duplicate what works for maximum effectiveness.
The post CRM Software Success: 3 Frequently Overlooked Red Flags appeared first on CRM Software Blog | Dynamics 365.
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How to Choose the Best Financial Wellness Program For Your Company
Financial uncertainty impacts over half of your employees. What you may not realize is that this struggle is also damaging your business.
People who struggle financially have more stress and tend to be ill more often. They miss more work and are less engaged and productive. Employer healthcare costs in 2019 are already going up; you can’t afford to overlook the financial health of employees.
The good news is that having a financial wellness program can make a big difference for your employees and your company. However, not all programs are created equal – it’s important to choose the right one for your staff.
Here are some criteria you can use to choose the best financial wellness program for your company.
Meets Both Short-Term and Long-Term Needs
Unfortunately, many financial programs are focused on upper-income individuals and focus primarily on retirement savings.
There’s nothing wrong with encouraging your employees to plan for the future, but many of them are facing pressing financial issues today. The best financial wellness program will have options for both short-term and long-term financial goals.
Some of the current financial stressors that your employees are dealing with include:
- An average of $32,000 in student debt
- An average of $15,000 per household of credit card debt
- Increasing cost of living without similarly increasing wages
- Aging parents and young adults living at home
These immediate concerns can make it hard to think about setting financial goals and meeting them. As a result, it’s vital to make sure your financial wellness program can help with these immediate needs as well as future planning.
Moves Beyond Simply Education
Being told what they “should” do doesn’t help your employees actually follow through. Most people know they should spend less and save more, but don’t have the resources to do so.
The best financial wellness program will go beyond education and planning and actually help your employees financially. For example, our GotZoom program provides student loan assistance, and PayActiv can help with short-term financial needs through early access to earned wages.
Unfortunately, without concrete financial assistance, your employees can fall victim to predatory lending practices, which only increases stress. When you can offer a holistic financial wellness program, you help prevent these issues.
Accounts for Healthcare
Healthcare costs are a concern for both employers and employees. As employer healthcare costs per employee continue to rise, employees are paying more and more out of pocket each year.
Wellness programs can help your employees avoid healthcare costs, but advocacy can also be part of your financial wellness program. It’s important to empower patients to understand their health benefits and make informed decisions. HooPayz is a good example of this. This healthcare management program is customized to your employees’ health benefits plan offering price checks, bill reviews, and more. It’s like a personal concierge service for your health insurance.
When you help employees maintain good health and also take care of their own benefits, you’ll see decreases in your own costs. The average cost of employer-provided health insurance in 2019 is likely to be higher, but with less illness and fewer absences, you’ll see gains in your bottom line.
The Program Must Be Flexible
If you take a survey of your employees' concerns, you’ll discover that they’re all over the map. Someone might have issues affording childcare, while another is single and caring for an older parent.
As a result, the best financial wellness program will have a variety of options. Not everyone will need the same things, but having a suite of services will allow you to meet everyone where they are.
Privacy is Paramount
Anytime you’re helping people with money issues, you’re approaching a very sensitive subject. Many of your staff won’t want to admit they are having problems, or share the depth of the struggle they are facing.
You probably want to avoid a group lunch-and-learn type approach, because that requires people to be vulnerable enough to share their issues in front of others. Instead, try for education programs that are individual, such as computerized self-paced programs.
Another major benefit of these online programs is that they are flexible and easy to scale. You don’t have to schedule time off or organize everyone’s schedules to match up. Employees can bare all from the comfort of their computers.
Get Started With a Financial Wellness Program Today
Having the right financial wellness program will not only benefit your employees, but it will also be a big boost to your company.
Offering a financial program is linked to lower absenteeism, higher productivity, lower distraction, and better employee retention. It’s a win-win – there’s no reason not to get started today.
If you’re ready to offer an excellent employee financial wellness program, we’d love to help. Contact Integrity Data for more information.
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Find Out the Cost of Microsoft Dynamics 365/CRM with Our Quick Quote Wizard
If you are exploring CRM solutions, no doubt you have a lot of questions. Many of them can be answered by reading posts by the experts on our CRM Software Blog. You can gain a wealth of information, but one question you will rarely see answered until you sit down with a partner is: How much will it cost?
The reason it’s not easy to pin down an estimate for some CRM solutions (plus ongoing license and user fees) is that there are so many variables. The CRM Software Blog has a solution for that.
The Quick Quote Wizard
We have developed a Quick Quote Wizard designed to give you a working estimate of the total cost of CRM implementation. It’s a hassle-free way to find out if Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) is a fit for your business and your budget.
The Quick Quote Wizard takes only takes a few minutes and it’s completely free. Just fill out the Microsoft Dynamics 365 Quick Quote Request form to let us know whether you’re interested in the Business Edition or Enterprise Edition, what level you want (Basic, Basic Plus or Advanced), how many users you anticipate, and your contact information. It’s as easy as that. Click submit and within a couple of minutes a personalized proposal will appear in your inbox.
The proposal will contain not only a detailed budgetary estimate, but also information about setup and training, client testimonial videos, and a dozen or so links to helpful information so you can learn all about how Microsoft Dynamics 365 can be used to the greatest advantage at your company. Your contact information will be forwarded to just one of our CRM Software Blog members who will be glad to answer any questions you have and work with you on the installation if you choose. Of course, both the estimate and the partner referral are non-binding. They are provided for your convenience.
So, why not try the Quick Quote tool? It’s fast, it’s free. Get your Quick Quote proposal now!
By CRM Software Blog, www.crmsoftwareblog.com
The post Find Out the Cost of Microsoft Dynamics 365/CRM with Our Quick Quote Wizard appeared first on CRM Software Blog | Dynamics 365.
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Dynamics 365 Solution Checker Preview available
The PowerApps team has released a preview of the Solution Checker which allows you to inspect your solutions against a set of best practice rules related to customising and extending the CDS for Apps platform.
The benefits provided include detailed ...read more![]()
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MSDYN365BC - Futuristic CAL Development - What is allowed and What is Not?
Hi Readers,As discussed in the Last article, in this post we will discuss with What we can and cannot do to think Futuristic development and then continue with our Customer Requirements.
If you are new to this series then Please Refer Table of Index.
We cannot Modify, Change, Delete & comment any standard part in any object, but we can add new in few base objects.
Read detailed of what limited modified we should do in Base Objects so that our code is Future Ready.
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D365: Create lookup in X++
Product:
Dynamics 365 for Finance and Operations
Purpose:
The purpose of this document is to demonstrate how we can create a lookup in X++ and attach it to an extension field added to the form extension...(read more)![]()
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(Quick Tip) Solution History in Dynamics 365
Another wonderful and utility post from my friend and fellow MVP Deepesh Somani
MSDYNAMICSBLOG BY DEEPESH
One of the pain points in Dynamics 365 Solution management was that developers or customizers...(read more)![]()
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Adios a las trincheras de invierno...
L@s que tenéis un trato más cercano conmigo sabéis que no han sido unos últimos meses fáciles para...![]()
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How to fetch the top 5 Item’s history in a factbox in NAV?
Introduction:
Here, the scenario is, I open a Purchase order and add Items to it. When I select on an Item I want to know the Purchase History of it like the Receipt quantity, Posting date etc.
Yes...(read more)![]()
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