Dynamics 365 Mobile apps are handy tools which allow D365 users to access and update their Dynamics 365 environment from anywhere and at any time. Beyond that, customizing what is available on the mobile app is key to ensure that the experience is efficient for both the user and the organization.
A user’s security role must include the necessary permissions in order for them to successfully use the mobile app. If you have used (or copied) an out of the box role chances are high that most of these are already set, but it never hurts to check. And if you have created a custom security role, it is particularly important to confirm that the following privileges and access combinations have been configured.
1. The Dynamics 365 for mobile privilege is the first one to confirm. This privilege is in the Business Management tab of a security role within the Privacy Related Privileges section. Verify that Dynamics 365 for mobile is set to Organization.
2. Validate that the following entities have a minimum of Read access at the Organization level, by navigating to the Customization tab of a security role.
- Custom Control
- Custom Control Default Config
- Custom Control Resource
- System Application Metadata
- System Form
- User Application Metadata
3. Next go to the Business Management Tab. Verify that User Settings is set at the Organization level for Read permission, and the remainder of the privileges have a minimum of User access.
Dashboards also need to be configured for them to be available to users in the mobile app. This is easily accomplished by opening your D365 solution and within the Components area, select Dashboards. Choose the Dashboard which you want accessible from mobile devices, select Properties, then select the box to Enable for mobile, choose OK and save. Then move onto the next Dashboard, which you want available, and repeat the same steps.
You can also limit the entities, as well as form components which display in the mobile app. Navigate to you D365 solution and within the Components area, select the entity you wish to be available on the mobile app. Ensure that the ‘Enable for mobile’ box has been ticked.
Next if you wish to only show certain elements of an entity form, open the main form for the entity, and open the Tab Properties, Section Properties and/or individual field properties, and tick or untick the option for ‘Available on phone.’
Dynamics 365 is a great tool for storing your business data, but if that is all you are using D365 for, then do we have news for you! One of the biggest values of D365 is the ability to create reports gaining valuable insight from your data. These reports can be setup in a variety of ways depending on your environment and organizational needs.
Do any of the above diagrams look familiar to you? If your response is “WHAT ARE THOSE!?” then you, my friend, are missing out! All the above are reports based on D365 data. These D365 reports can be run directly from D365 which gives users ease of access to analysis of business data. There are several types of reporting options available for D365, some are out of the box, while others require a bit more work to setup. With that in mind, many organizations opt to export their data to Excel and then use Excel to create reports, when they could be using these much richer options instead.
D365 out of the box comes with report building functionality, in the form of Charts and Views. Users can setup Dashboards incorporating these components, which can help them take their first step into the world of reporting. The CRM Report Wizard allows users to build reports using filters and conditions, like Views, with a touch more functionality and flexibility over the latter options.
While these out of box options are great, they do have their limitations which is why we also provide external reporting options. SQL and XML Reports are great for generating more complex reports and documents. However, if you are looking for an option that is more robust, and intensely eye-catching, then Power BI is the way to go. Power BI is one the most powerful BI and reporting tools on the market and integrates seamlessly with D365. Power BI allows for powerful drill down capability and smart slicers to filter your data however you like.
Reports are a great way for organizations to better understand performance, and with the various report options available, you are not limited to a specific visualization type. Data can be displayed through bar graphs, pie charts, map representations, grids…just to name a few! Maximizing the reporting options is great for upper management, who want a quick, high-level representation of how the business is doing. But wait there’s more! Automated reports can be generated with a click of a button and often require no additional maintenance once they are setup, reducing time and effort and improving efficiencies.
Microsoft Power BI can help company owners take a closer look into their business using stunning dashboards and visuals. They can also be optimized to locate and display only the most critical data. This data can then be used by company owners to review and streamline their business processes wherever it may be needed.
There are a large variety of data sources that connect to Power BI, and the list is continuously being updated. This data can then be altered and placed as a visual, measured or calculated column and then is added to a dashboard. It’s possible to share this information with colleagues at work by granting them access right from within Power BI.
These are six main components that make Power BI into such a strong and powerful tool.
Power Query: Importing and formatting the Data
The Power Query allows you to import data from sources such as SQL Server, Oracle, MySQL, DB2, and the list goes on. It can also extract data from multiple file formats such as CSV, Text, and Excel. The imported data can be formatted by adding columns, charts or any other visuals onto the dashboard.
Power Pivot: Relationship Creating Tool
Relationships can be created using the Power Pivot function inside Power BI. Power Pivot is a powerful tool used to review data and create visual data models. To link tables together, Power Pivot can analyze the databases and see if the tables have any matching data inside. This function also allows the user to create calculations using the data, such as a calculated column or a measurement.
Power View: Data Visualization Tool
Power View is used to transform the data into interactive charts, graphs, maps, and other visuals. These visuals will only display the most important data since the data can be filtered using Filter Panes, slicers, and cross-filters.
Power Map: 3D Geospatial tool
The Power Map feature is used to create charts for Geospatial data into a 3D visual. Using the Geospatial users can display a metric visually on a map using visuals or even a heatmap. The maps are connected to Bing and are constantly refreshing to display real-time data.
Power Q&A: Answering and Question search engine
Users can ask the Q&A any questions regarding the data and get the quickest answers. Make sure to use natural language that the system would understand such as “Number of Products by Location.” Click Here for a list of words and terminology that Power BI Q&A recognizes.
Microsoft Power BI has six main components that make it such a powerful tool. It has become one of the most popular programs amongst small business owners to analyze their data. Watch this “Power BI 101 Webinar” video that goes beyond just the fundamentals of Power BI. This video will demonstrate how to create a dashboard using Power BI.
Microsoft Dynamics 365 Business Central: Manufacturing Series Part I Manufacturing Concepts
In this webinar we'll be providing an introduction to the Manufacturing Module in Microsoft Dynamics 365 Business Central. The manufacturing process is done in multiple steps and requires some initial set up. This webinar will provide all the groundwork needed in order to start converting materials into produced end items. Some of the items covered in this webinar are;
•Items and Master Data
Date: February 26, 2019
Time: 2:00PM - 3:00PM EST
Build better relationships with Dynamics 365 for Customer Engagement
Our Build better relationships with Dynamics 365 for Customer Engagement webinar will give you the foundation needed in order to learn more about Microsoft Dynamics 365 for Customer Engagement. See how easy it is to build relationships with CRM data located in an easy to use platform. This data can then be displayed using the Embedded Insights Navigator and then used to improve the current sales process. Attend our webinar and learn about this and other functionality for Microsoft Dynamics 365 for Customer Engagement such as:
•Customer Service Hub
•LinkedIn Sales Navigator
Date: February 27, 2019
Time: 2:00PM - 3:00PM EST
If a business wants to be successful in this modern digital world, it must remain innovative. Operating as a fully digital firm goes beyond just having an electronic communication system installed. It’s about running the company using ERP software to streamline the business and create B2B integration. In this new digital era, the demand for B2B integration is on the rise and is turning into a requirement in order to work with most companies.
Electronic Data Interchange (EDI) is the computer-to-computer exchange of business documents. It allows businesses to send documents to one another using an electronic format. This standard template can then be read by different systems to locate information. The most common documents that are sent using the EDI template are purchase orders, purchase invoices, advance ship notices, bills of lading, inventory documents, shipping documents, payment documents, and even some custom ones.
The Benefits of EDI
By sending a document using EDI, a company can reduce its costs on printing, reproduction, storage, filing, and document retrieval. This also frees up the individual to focus on more important tasks.
Improved Data Quality
One of the most common areas for human error is data entry. By using EDI to import the data from the document into the system, there is less room for error resulting in better data quality.
Shorter Business Cycle
Companies using EDI will have a shorter business cycle because they receive the documents quicker. A transaction that use to take up to five days to complete can now be completed within an hour. Orders and payments will be processed a lot quicker which will increase the cash flow of the company.
Improved Data Security
EDI is a secure way to transmit data from one computer to another. Encryption and decryption programs along with passwords are used to ensure that the data is safe while being transmitted.
Ease of Auditing
Since EDI is transmitting all the data into the system, there is less room for any errors so therefore auditing will become much easier. Reports can be created for all the EDI transactions and then presented to the auditor, making the whole auditing process quicker and easier.
Strategic Business Benefits
Adding EDI into your current Dynamics GP environment will strengthen businesses and create strategic business benefits. Using digital transactions, businesses can always be up-to-date with all the transactions statuses. This knowledge will help the business to make better and faster business decisions going forward.
Goal management in Dynamics 365 is a tool which provides the ability to manage KPIs in just a few clicks. You can use goals to compare targets and actuals for a defined period. And given the fact that Goals is an out of the box feature with Dynamics 365, you can set them up in no time at all. Additionally, since Goals are native to the system, they work seamlessly with workflows, business rules and other various Dynamics 365 functions.
To help you understand how goals work, consider the following scenario:
Your company sells drywall, you, as the sales manager, want to set a revenue target for the overall sales team and then targets for each individual sales team rep who will contribute to the sales team target. With the given targets you want the ability to monitor progress throughout the fiscal period.
To get the results you desire you will need to utilize a couple entities in Dynamics 365 and create a handful of records:
1. Goal Metric: this allows you to set the detailed measurement (amount or count) for the defined goals. You can create multiple goal metric records to measure different elements, revenue and number of panels sold for example.
2. Rollup Fields: the goal metric includes a section where you identify the rollup fields which will be used to track against the metric. You will define rollup fields which will be used to measure both the in progress and actual values.
3. Goal: the entity where you will define who is responsible for the goal, the metric being measured and the target. In the scenario where you are setting an overall sales team goal and then individual goals, you will create multiple goal records (1 for the overall cumulative goal, and then 1 for each sales team member).
All sales records identified will be rolled up against each sales agent’s goal, which are the child goals. Then the child goals will be rolled up to the parent goal, which is the overall sales team goal. You can then set up a dashboard with data components which display goal metrics, allowing you to sit back and monitor results as they start rolling in.