Microsoft Dynamics CRM is now Dynamics 365

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Picture from http://www.erpsoftwareblog.com/

Microsoft published a very important blog on December 7, 2016 on the Blogs.msdn.microsoft.com/CRM. You can read the entire blog at https://blogs.msdn.microsoft.com/crm/2016/12/05/now-in-preview-relationship-insights-for-dynamics-365/.

What is very important for end users to know is this first paragraph of the blog:

“This year brought major changes to the Microsoft CRM platform—even its name changed from Dynamics CRM to Dynamics 365. Dynamics 365 still provides all the familiar capabilities of Dynamics CRM, but now also aims to break down the invisible barriers that have traditionally existed between CRM, ERP, productivity software, and other systems that business professionals use every day. Going forward, the platform will also take increasing advantage of the scalability, data integration, and advanced processing power of the Microsoft Azure cloud-computing infrastructure. And already now, you can get your first glimpse of some of benefits this change has made possible by previewing the new Relationship Insights suite of features.”

The other helpful information in this blog details where you can find information online about the new RELATIONSHIP INSIGHTS suite, in the Dynamics 365 Online Help. Here are some of the links:

  • For a detailed overview of the various Relationship Insights features and their capabilities, see the Relationship Insights overview.
  • For prerequisites and instruction on how to enable and configure the preview, see Configure Relationship Insights features.
  • For details about auto capture, which finds email messages from your Outlook mailbox that could be relevant to the record you are currently viewing in Dynamics 365, see the Auto capture topic. Messages found by auto capture remain private to you, but you can choose to track any found message with a single click without having to open Outlook. Tracked messages are imported into Dynamics 365 and added as an activity for the relevant record, where the rest of your team can also see them. Auto capture is only available in the web interface for Dynamics 365, though you can also track messages manually using existing controls in Outlook.

If you are having difficulty with understanding the functionality, reach out to your Microsoft Partner.

Dynamics GP Update on Strategy At November 15, 2016

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Figure 1 from Pam Misialek’s blog post of November 15 at https://community.dynamics.com/gp/b/gpteamblog/archive/2016/11/15/product-roadmap-and-strategy

If your company is using Dynamics GP, you can now plan your next update or upgrade based on the roadmap that “Inside Microsoft Dynamics GP” has released.  Here are the highlights:

  1. After the December 1 R2 release, Microsoft Dynamics GP will be updated annually in the late fall time frame.
  2. If you have new features that you want to see in a future release, enter them at Connect.Microsoft.com
  3. See the GP 2016 R2 Videos at https://community.dynamics.com/gp/b/dynamicsgp/archive/2016/11/11/microsoft-dynamics-gp-2016-r2-new-feature-blog-series-schedule

 

GP 2016 R2 Release For Dec 1 2016

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Figure 2 – Slide from the User Group presentation.  Slides are at https://docs.com/pam-misialek/9145/microsoft-dynamics-gp-roadmap-oct-2016?c=GFj46s

Here is the slide that announces the new features available in GP 2016 R2 which is being released on December 1.  You will notice that there are some features that users have been asking for.  This slide illustrates that Microsoft is listening to the requests from users and implementing them as new features.  You can see in the Figure 1 slide that the release in 2018 will be based on user requests.

GP 2016 R2- New Security Roles and Tasks are missing when upgrading to Microsoft Dynamics GP 2016 R2 and Year-End Update

Check out the blog from Derek Albaugh about the issue with missing security roles and tasks after upgrading to GP 2016 R2.  You can find the information at https://community.dynamics.com/gp/b/dynamicsgp/archive/2016/10/14/new-security-roles-and-tasks-are-missing-when-upgrading-to-microsoft-dynamics-gp-2016-r2-and-year-end-update.

Some of the critical information about the scripts required is noted below, from Albaugh’s blog.

These scripts for Microsoft Dynamics GP 2016 / Microsoft Dynamics GP 2016 R2 missing security roles and security tasks records can be found here, and needs to be run against your DYNAMICS/security database:

MICROSOFT-DYNAMICS-GP-2016-R2-SECURITY-INSERT-SCRIPTS.txt

This set of scripts includes the security scripts for Microsoft Dynamics GP 2013 R2, Microsoft Dynamics GP 2015, Microsoft Dynamics GP 2015 R2 from prior blogs, as well as Microsoft Dynamics GP 2016. You’ll need to run this script whether you’re upgrading from Microsoft Dynamics GP 2013 R2 or Microsoft Dynamics GP 2015/R2 to Microsoft Dynamics GP 2016/R2.

**NOTE: Because we’ve combined the INSERT scripts from the other blogs to be included in this one, you may see PRIMARY KEY errors referencing duplicated records trying to be inserted into the security tables. This can be ignored as it means that the record already exists in that table and the script will not overwrite anything that is already present.

Dynamics GP 2016 R2 has Table and Column Changes

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Dynamics GP Support and Services team are spreading the word about changes in Dynamics GP 2016.  Sarah Purdy, Senior Technical Advisor, has written a blog highlighting some of the table changes and column changes in GP 2016 R2.  You can reference her blog at https://community.dynamics.com/gp/b/dynamicsgp/archive/2016/10/21/table-and-column-changes-in-microsoft-dynamics-gp-2016-r2-and-year-end-update.

Here is the information from Sarah’s blog:


New tables that were added to Microsoft Dynamics GP 2016 R2

Table Physical Name Table Technical Name
System Tables

ADH00106                                                       ADH_Favorite_LookupAssignment
ASIEXP101                                                       ASI_FavoritePassword_SETP

Company Tables

APR_DIA_Mandatory_HIST                          
CM30200                                                        CM_Transaction_History
CM30300                                                        CM_Receipt_History
UPR30700                                                       uprEmployeeHistory

Data Type Change on an Existing Column:

The data type changed from ‘STR17_LBAU’ to ‘STR30_LBAU’ for the PAerdocnumber column in the following tables:
PA10502
PA30504
PA10504
PA30500
PA30501
PA30503
PA10500
PA10501
PDK10500
PTE10500
PTE30500

New columns added to existing tables (SYSTEM DB):

ASIEXP101 —   CMPANYID, SmartListPassword
SY40800 —       PowerBIWebClientID, PowerBIAppKey

New columns added to existing tables (COMPANY DB):

CM20200 –     VNDCHKNM
FA49900 —      IncludeTaxInAcqustCost
FA01300 —      IncludeTaxInAcqustCost, ORTAXAMT
IVC10500 —     TXDTLPCTAMT
SOP10105 —    TXDTLPCTAMT
RM30601 —     TXDTLPCTAMT
RM10601 —     TXDTLPCTAMT
FA01400 —      IncludeTaxInAcqustCost
FA01401 —      IncludeTaxInAcqustCost
FA01100 —      IncludeTaxInAcqustCost
FA00100 —      IncludeTaxInAcqustCost
POP10310 —    OriginatingPPTaxAmount
POP30310 —    OriginatingPPTaxAmount
APR_PIP40100 —         ACTINDX, ADRSCODE
PTO00101 —    USERID
Check back to the  Microsoft Dynamics GP 2016 R2 and Year-End Update Upgrade Blog Series Schedule page to review our blog posts related to Upgrading Microsoft Dynamics GP and other helpful resource links.

Thank you, Sarah, for letting us know about the table and column changes.

Dynamics GP–Notes on Fixed Asset Year End For Versions 2013, 2015, 2016

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Andrea Melroe has posted a great blog about the Fixed Assets Year End Close for 2016. 

Here is the link to her article.  https://community.dynamics.com/gp/b/dynamicsgp/archive/2016/10/27/mdgp-ye-update-2016-fixed-assets,

Andrea posted some valuable information so I have posted part of her blog, below.  You will need to go to the link to finish the article.

Please utilize the information below to ensure a smooth and seamless year-end in Fixed Assets. Enjoy!

Does the Year-End Update include any changes for the Fixed Assets module?

Yes, as usual there are changes to the Luxury Auto Maximum Depreciation Deduction amounts.  Maximum depreciation deduction amounts  for luxury vehicles have been updated for assets placed in service in calendar year 2015 (PATH Act) and 2016 to comply with IRS Guidelines. Click HERE to see the 2016 changes.

Is there any new functionality in Microsoft Dynamics GP 2013, Microsoft Dynamics GP 2015, or Microsoft Dynamics GP 2016 for the  Fixed Assets Year-End Closing (YEC) process?

There is no new functionality this year that will affect Fixed Assets year-end closing processes. However, as a reminder, in Microsoft Dynamics GP 2015, a Fixed Asset Year-End Closing report was added to the year-end close process!! This optional report will print per Book, and show the Asset ID, Description, Cost Basis, YTD depreciation, Accumulated Depreciation, NBV, Placed in Service Date, Depreciated to Date, Quantity, YTD Maintenance, and Status for all assets impacted by the year-end close process.  In a single step, you can close the year and print a status report of all the assets that were affected by the close!! YEAH!!

To view FA fixes included in the 2016 Year-End Update click the appropriate link below:

Click HERE to get the fix list for the Year End Update for Microsoft Dynamics GP 2016 (Includes GP 2016 R2!! – available when released)
Click HERE to get the fix list for the Year End Update for Microsoft Dynamics GP 2015 (available when released)
Click HERE to get the fix list for the Year End Update for for Microsoft Dynamics GP 2013 (available when released)

When should the Year-End close for Fixed Assets be done?

It is recommended to close all books in Fixed Assets after you close Payables Management, but before you close the General Ledger year. 

Below are other key points to remember:

•All assets must be ‘depreciated through’ the last day of the current Fixed Assets year. **This is VERY important** See NOTE below.

•When you close the year in Fixed Assets, you must do it for each ‘Book’ you have set up.

•All ‘Books’ should be closed before you run depreciation for the new year!!

NOTE: The last day of the Fixed Assets year can be confirmed by navigating to the Fixed Assets Calendar Setup window:

Microsoft Dynamics GP 2013 and up: Microsoft Dynamics GP >> Tools >> Setup >> Fixed Assets >> Calendar

Microsoft Dynamics GP 2010 and below: Microsoft Dynamics GP >> Tools >> Utilities >> Fixed Assets >> Calendar

What does the Year End Close Process do and /or affect?

In the Asset General Window:
•The YTD Maintenance amount is cleared from the Expand last Maintenance Date Window.
•The Quantity is copied to the Begin Quantity field in the Expand Quantity Window.

In the Asset Book Window:
•The YTD Depreciation Amount is cleared.
•Cost Basis is copied to Begin Year Cost field.
•Life to Date Depreciation is copied to Begin Reserve field.
•Salvage Value is copied to Begin Salvage field.

In the Book Setup Window:
•The Current Fiscal Year is incremented to the next year.

As I said earlier, you can read the rest of the blog  at this link.  https://community.dynamics.com/gp/b/dynamicsgp/archive/2016/10/27/mdgp-ye-update-2016-fixed-assets

Thanks, Andrea, for the update.

Microsoft Published a Dynamics GP Directory

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                           Figure 1 – comes from oasis.unc.edu – thanks!

In keeping with the policy of making information easier to find, Microsoft Dynamics GP team published a GP Directory Page.

Here is the link:  https://mbs.microsoft.com/customersource/northamerica/GP/learning/documentation/system-requirements/dynamicsgpresource

I think they have done a wonderful job of condensing a lot of information.  I am impressed with these two sections of the directory because they are helpful and they are easy to use.

Microsoft Blogs that you should follow:

On this page:​

​What do you think?  Did they do a great job?

Learn About Microsoft Dynamics NAV 2017

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Figure 1 – images from various sources

Microsoft has been on a role with releasing new software.  And, Dynamics NAV 2017 is looking very exciting for end users as well as developers. 

Lots of people have lots to say about it.  So, I put together a list of different blogs and articles that you might find as interesting as I did.  It can be a little light reading for the weekend.

1.  Waldo’s blog has some great details and some comments on the new opportunities.  See his information at http://www.waldo.be/2016/09/13/microsoft-dynamics-nav-2017-whats-new/

2. On the Community NAV blog, Tharanga Chandrasekara focuses on Microsoft’s release document on What’s New in NAV 2017.  It is a good read.  https://community.dynamics.com/nav/b/tharangacnavblog/archive/2016/09/17/what-is-new-in-microsoft-dynamics-nav-2017

3. If you are a developer, you may want to check out the info on the NAV TECH DAYS site at https://www.navtechdays.com/2016/sessions.  This covers things like “Building Extensions for NAV”, and Design Patterns in NAV 2017.

4.  To learn more about NAV 2017 Notifications, check out Roberto Stefanetti NAV Blog – https://robertostefanettinavblog.wordpress.com/category/nav-2017/

5.  If you are into Dynamics NAV technology and programming, you may want to check out the DIRECTIONS EMEA conference. It is being held Oct 12 to 14.  They are talking about the next best practices and the new features.  See the website. http://www.directionsemea.com/. “Join 1600 attendees who have already registered for THE BIGGEST NAV EVENT!”

Dynamics NAV 2017 is off to a rocking start!

"Introducing Microsoft Power BI" and Other Free Books at Microsoft Virtual Academy

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Figure 1 – Some of the books available at Microsoft Virtual Academy

Last week, Microsoft announced that users of the Microsoft Virtual Academy had access to fee books.  There are a lot of books available.  Some of the key titles are:

Introducing Microsoft Power BI
Migrating SQL Server Databases to Azure
Windows 10 IT Pro Essentials Support Secrets

Planning and Preparing for Microsoft SharePoint Hybrid

Introducing Windows Server 2016 Technical Preview

Deploying Windows 10: Automating deployment by using System Center Configuration Manager

You can access the ebooks at https://mva.microsoft.com/ebooks.  You will need to make this a priority because they may only be available for a limited time.

Microsoft Office 2016 New Features Include Power BI And SQL Server Database Connector

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Figure 1 – from technewstoday.com

Sandy Stachowiak posted a great article on 10 New Microsoft Office 2016 Features to Increase Productivity at http://www.makeuseof.com/tag/10-new-microsoft-office-2016-features-increase-productivity/.

You can read her blog in detail as she does a great job of highlighting new features.  The big features for Dynamics ERP users is the feature for NEW AND IMPROVED CONNECTION options.  Here is what she says.

Connectivity for Excel

You can import data from SAP HANA databases, SharePoint folders, and online services such as Salesforce Objects or Reports. Select Data > New Query and then make the appropriate selection from the drop-down box.

The connectors for IBM DB2 and SQL Server Database have been improved as well. For IBM DB2 you can now choose the Microsoft driver and for SQL Server Database you can include schema information as part of the navigation hierarchy.

Excel2016SQLServerNavigate

 

Connect Excel To Power BI with Publish

Power BI is a service that can transform your data into interactive reports. Using the business dashboard, you can monitor, analyze, and build models easily. Select File > Publish to upload workbooks or export workbook data directly to and from Power BI.

Excel2016PublishToPowerBI

Note that the service requires that you have a OneDrive for Business subscription.

Microsoft Power BI Updates in July 2016

 

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Graphic from https://powerbi.microsoft.com

 

Microsoft announced the following updates for Power BI for July.  The announcement comes from Filip Karadzic,  Senior Program Manager, from the blog announcements page at https://powerbi.microsoft.com/en-us/blog/power-bi-desktop-july-feature-summary/.

REPORT VIEW:
  • Predefined table styles
  • ShapeMap can use custom maps
DATA CONNECTIVITY:
  • New Data Connectors:
    • Amazon Redshift (Import + DirectQuery) (Preview)
    • Impala (Import) (Preview)
  • Improvements to existing data connectors:
    • Support for specifying a Command Timeout via the UX
    • CSV/Text – Support for Fixed-Width delimited files
    • SAP BW connector improvements:
QUERY EDITING IMPROVEMENTS:
  • Ability to use R scripts in Query Editor
  • Query Parameters – List Query output as “allowed values” for a parameter
  • Ability to overwrite existing user-defined functions