Wednesday, 21 September 2016

Microsoft Dynamics 365 Pricing and Licensing info available on Partnersource



Microsoft Dynamics 365 is the next generation of intelligent business applications in the cloud. Information on Microsoft Dynamics 365 Pricing and Licensing is now available on PartnerSource.




Pricing and licensing videos are broken down into 12 consumable modules as below:



1.   Dynamics 365, Enterprise edition Pricing and Licensing

2.   Service Overview

3.   PowerApps as the Platform

4.   Team Members, Enterprise edition

5.   Dynamics 365 Plan 1 and Apps

6.   Dynamics 365 Plan 2 and Operations App

7.   Enterprise Customer Purchase Options

8.   Business (SMB) edition

9.   Partner Overview

10.               CRM & AX On-Premises Updates

11.               Dynamics 365 for Public Sector (CRM)

12.               Wrap-up



Visit the following page for more information (PartnerSource access required):




Watch the pricing and licensing training videos at (Microsoft Dynamics Learning Portal access required):





Friday, 16 September 2016

Welcome to the assisted Data Migration in Project Madeira


We can have master data like Customers, Vendors and Items in project Madeira with few clicks of assisted data migration setup.

Open “Assisted Setup & Tasks” action from Business Manager Role center
 


Or use search option
 



Select “Migrate Business Data”
 


It will open “Welcome to the assisted Data Migration” window.
 

Click Next
Select “Import from Excel” as data source.
 

And click Next
 

Here we need to perform some steps
1.     Download the template
2.     Fill in the template with your data
 

If we have entered No. filed in excel then it will be used in Madeira. Otherwise Madeira will New No. as per No. Series.

Click Next

Confirmation message will show that we have not specified import settings for the data source.
We can ignore it.
 

Press Yes.
Import from Excel window will open
 

Click Choose
Select the excel in which we have added our data

Madeira will read the Excel and show us the no. of records we are importing to database.
 

Click Next to apply the data to database.
Madeira will show message with processed details.
 

Click OK

That’s it!
 

Click Finish

Close the assisted setup window.

Go to Customers     

You will see imported records from excel
It has added 60000 and 70000 as we have given No. in excel
And C00020 is added by Madeira with no. series.

That is how easy it is to get started with Project Madeira.

Wednesday, 14 September 2016

Download NAV 2017 Limited Beta version and what is New?





Briefly:

·        Richer incoming documents

o   The list of incoming documents is filtered

o   OCR support for multi-line document lines

o   Visually validate and train the OCR Service

·        Inventory Items

o   Item attributes

o   Categorize items

·        Smarter sales and purchase documents

o   Cancel posted invoiced and credit memos

o   Package Tracking No. and Shipping Agent Code on sales invoices

·        Account Categories in the Chart of Accounts

·        Payment reconciliation

·        Jobs

o   Project Manager Role Center

o   Job cost

·        Fixed Assets

·        Simplified Setup for using Dynamics CRM from inside Dynamics NAV

·        Simplified opportunity management and CRM functionality

·        Smart notifications give you advice and recommendations

·        New Extensions

·        New Office 365 integration

·        US financial reports

·        Web Services in multitenant deployments

·        Includes many new capabilities for Extensions

Monday, 12 September 2016

How to use OCR Incoming Documents in Project Madeira


Lexmark Invoice Capture Service (ICS) for Microsoft Dynamics NAV enables quicker, accurate invoice processing by automating the process of getting Vendor invoice data into Dynamics NAV.


Click Register and Select your payment model (Freemium or Subscription) and create your account. You will receive your registration confirmation and login details via email.


Search for “OCR” and select “OCR Service Setup”





Click “Set URLs to Default”



Enter the User Name, Password, Authorization key and click “Test Connection”



Customer Name, Customer ID (From Lexmark Registration) and Customer Status will be updated in OCR Service Setup.


Click Update OCR Doc. Template List



Select the Default OCR Doc. Template from the List of Documents and place a checkmark in the Enabled field.



Close the “OCR Service Setup” page.

When an invoice is received from Vendor, an Incoming Document Card is created with the invoice attached. Dynamics NAV users can then send the invoice to ICS. (Or, vendors can email invoices directly to ICS). Invoices may arrive in many different formats or layouts. No templates are needed.


Search and Select Incoming Documents.



Click New



Enter Description

Click “Attach File”



Select the Invoice file which you would like to sent to OCR service.

Click “Send to OCR Service” button on the Incoming Document page.



Document was successfully sent to OCR Service


Wait for approx. 30 seconds and

Click “Receive from OCR Service”




Document will be received.


Relevant information is extracted from the invoice files. Any missing or inaccurate information can be easily corrected.




Click “Create Document”



If there are any errors or warnings on the document, you can fix them by reviewing the Errors and Warnings FastTab.




Click “Create Document” after fixing the errors or warning




After creating this Vendor Invoice, you can go into the Purchases and Payables area and post the Invoice according to your business processes.



Invoiced documents are stored in Created Invoices and repositories for future references.





Note: The Freemium edition allows you to pay for the service in the same way you pay for NAV 2016. You can use ICS with no charge to capture up to 75 invoices per month. For each invoice captured over the initial 75, you will pay per invoice. When you’re ready to regularly capture more than 75 invoices per month, you can choose a subscription level that meets your requirements.

Friday, 2 September 2016

Cumulative Update 11 for Microsoft Dynamics NAV 2016 (Build 46773)




This cumulative update includes all hotfixes and regulatory features that have been released for Microsoft Dynamics NAV 2016, including hotfixes and regulatory features that were released in previous cumulative updates. 

This cumulative update replaces previously released cumulative updates. You should always install the latest cumulative update.

It may be necessary to update your license after implementing this hotfix to gain access to new objects included in this or a previous cumulative update (this only applies to customer licenses).

For a list of cumulative updates released for Microsoft Dynamics NAV 2016, see 
released cumulative updates for Microsoft Dynamics NAV 2016  . Cumulative updates are intended for new and existing customers who are running Microsoft Dynamics NAV 2016.

Important

We recommend that you contact your Microsoft Dynamics Partner before you install hotfixes or updates. It is important to verify that your environment is compatible with the hotfixes or updates being installed. A hotfix or update may cause interoperability issues with customizations and third-party products that work with your Microsoft Dynamics NAV solution.


Cumulative Update 23 for Microsoft Dynamics NAV 2015 (Build 46765)






This cumulative update includes all hotfixes and regulatory features that have been released for Microsoft Dynamics NAV 2015, including hotfixes and regulatory features that were released in previous cumulative updates. 

Note You must convert the database if you are upgrading to this cumulative update from a cumulative update earlier than cumulative update 9 (build 41779). For more information, see 
Converting a Database in Help for Microsoft Dynamics NAV.

This cumulative update replaces previously released cumulative updates. You should always install the latest cumulative update.

It may be necessary to update your license after implementing this hotfix to gain access to new objects included in this or a previous cumulative update (this only applies to customer licenses).

For a list of cumulative updates released for Microsoft Dynamics NAV 2015, see 
released cumulative updates for Microsoft Dynamics NAV 2015  . Cumulative updates are intended for new and existing customers who are running Microsoft Dynamics NAV 2015.

Important

We recommend that you contact your Microsoft Dynamics Partner before you install hotfixes or updates. It is important to verify that your environment is compatible with the hotfixes or updates being installed. A hotfix or update may cause interoperability issues with customizations and third-party products that work with your Microsoft Dynamics NAV solution.

 

Cumulative Update 35 for Microsoft Dynamics NAV 2013 R2 (Build 46774)





This cumulative update includes all hotfixes and regulatory features that have been released for Microsoft Dynamics NAV 2013 R2, including hotfixes and regulatory features that were released in previous cumulative updates.

This Cumulative Update replaces previously released cumulative updates. You should always install the latest cumulative update.

Note Implementing this cumulative update will require a database upgrade.

Licenses versioning

Microsoft Dynamics NAV 2013 R2 cumulative updates and license key versioning:

  • Microsoft Dynamics NAV 2013 R2 license keys are backward compatible with Microsoft Dynamics NAV 2013 instances.
  • Microsoft Dynamics NAV 2013 license keys may not be used with Microsoft Dynamics NAV 2013 R2 instances. Microsoft Dynamics NAV 2013 license keys will not work with Microsoft Dynamics NAV 2013 R2 CU10 (or later) instances.
  • Microsoft Dynamics NAV 2013 and Microsoft Dynamics NAV 2013 R2 license keys are not forward compatible with Microsoft Dynamics NAV 2015 instances.


More details is made available in the October 2014 release of the Microsoft Dynamics Perpetual Licensing Guide.

It may be necessary to update your license after implementing this hotfix to gain access to new objects included in this or a previous cumulative update (this only applies to customer licenses).

For a list of cumulative updates released for Microsoft Dynamics NAV 2013 R2, see 
released cumulative updates for Microsoft Dynamics NAV 2013 R2  . For a complete list of all hotfixes released in cumulative updates for Microsoft Dynamics NAV 2013 R2, view the following CustomerSource and PartnerSource pages:

CustomerSource



PartnerSource




Cumulative updates are intended for new and existing customers who are running Microsoft Dynamics NAV 2013 R2.

Important

We recommend that you contact your Microsoft Dynamics Partner before you install hotfixes or updates. It is important to verify that your environment is compatible with the hotfixes or updates being installed. A hotfix or update may cause interoperability issues with customizations and third-party products that work with your Microsoft Dynamics NAV solution.