Microsoft Dynamics 365 Business Central: A unified solution and how to begin - BRK1054

Microsoft Dynamics 365 Business Central: A unified solution and how to begin - BRK1054

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Bring everyone. Good. Morning thank. You thank you. Logistics. First of all there's. Some people standing in the back so could you raise your hand if you have a seat next to you that's available. Yeah. Okay, there's a few a few people. In the back you want to see where people are, I'm. Kidding. Hey. It's 9 a.m. you got to start it some way right. Awesome. My name is Errol, Shayne fish, how. Many of you saw, my, one. Of my two theatre, sessions, this past week. All. Right all right hey not that many which is sort. Of good. Sort. Of bad that you saw my theatre session and didn't come but. So. My, standard joke is I'm, the only Errol Cheyne fish in the world. So. It's really easy to find me on. LinkedIn, Twitter, wherever. So. If you do want to follow me at, if Errol can do it and there's, a story behind that which is so, I'm in the product marketing team of, dynamics, 365, business central and I work with the engineering, team and. This. Started, about three four years ago. Where. We're, in a meeting and I'm base I'm telling, them hey I don't I don't know if I can demo, that from stage what you're doing that seems, really complex, and so, like their bar for everything, that, they do is, could, Errol do this and. If so then. Then. You can do it it's, like if Errol can do it anybody can do it and so. For, today's session what I'm gonna do is first. Just do a level, set on what business central is. And. And, then. I'm going to do, sort. Of a canned, demonstration. Of business, central and then, we're gonna get, into the guts of it and I'm gonna show you so. Kind of a cooking show right I'm gonna pull the already. Made pot roast out of the oven and, then, and then we're gonna go into okay, how do you actually make that pot, roast. Is. That a worldwide analogy, I don't. I don't know for sure that is or not. So, what is. Business. Central, business. Central is an, all-in-one, business, management, solution, that covers a wide. Aspect. Of managing. Your business inclusive. Of you. Know all the way from just sort of core financial, management stuff all, the way to, even. Manufacturing. And service management all, of those capabilities are in the solution if, you're, familiar with a. Product. From Microsoft called, Microsoft, Dynamics, NAV. Business. Central, is, the. Multi. Tenant to 100%. Cloud, version on Azure. Of Dynamics. NAV so, it has the beauty of sort, of 30. Plus, years, of functionality. In a. 100%. Cloud, delivered. Solution. With all the advantages, that that, a cloud delivered, solution, has, at. The same time. What. We've done is really try, to bring together. Sort. Of the unstructured. Data of. Productivity. Tools, like. Office, Outlook etc. And really. Merge, them and infuse. Them into the. Structured, information of, an, accounting, financial, management ERP. Solution. So. That's what we've done with business central and. Today. We're gonna talk about, sort. Of even further how, do you extend, that. With. Kind, of specifically. The power platform. Set of tools, so. I'm gonna show you some things around power. Bi power. Apps and flow and. As. A result, of. Both. You. Know the cloud delivered. Version, of Business Central and these, additional, tools on top of it it, really allows, you to create. A solution, that's, very specific, to you so this you know entire, solution, is very adaptable, and. It's, unified, again. Sort of infused, with the. Productivity, tools that. All of your employees, are used to. For. Instance you how do you create a form. In. In. Business, central it's using this product. Called word you, heard of that one, yeah. Pretty much. You know accounting. People love to be in this. Little-known product from Microsoft called, Excel and. We let you do, that you can do journal entries in Excel and and you. Know update Business Central and so hopefully. What you'll see from sort, of the demo and then kind of getting deeper, into, the. Solution. Is, how, we've really, delivered. On that with. With. Business Central. So. Let's. Start. With. A demo. Alright. So. For those of you that were at my one, of my theater sessions, this is gonna be a little bit duplicate. But I'm gonna explain. More than I would normally explain. When. Doing a demonstration of Business Central, so. How many of you started your day this morning in Outlook either on your phone or on your computer, yep. Pretty much every, single one of you so, imagine a. Business. Cylinder manager, whatever, the situation may, be they. Start their day and outlook also, and.

What. Business central does again, it's infused, in, the. Microsoft, set of tools and, so what we do is is, we, have. An Outlook, add-in. That allows you, to expose. Business. Central, directly. Inside, of outlook in the context. Understanding, the context, of emails who. You're getting an email from what's on the email and then, delivering, an intelligent, solution as a result, of that and. So. It. Understands. The, email, where the who this email is coming from it understands, that it's a customer, and then, it surfaces. Information. About that customer right. Here in Outlook so if you can imagine what you would normally we do if you got ate in this case is a request, for a quote if, you got a request for a quote in an email from a customer, slash prospect. Normally. You would do what. And. Don't. Say go to a word document and write type in some stuff, you. Might go to some other solution. Login. Authenticate. Look, up the customer, and then. You know potentially, start your process instead, again. The solution is infused, right here in Outlook and. Not only can I see all. The information, about posted. Transactions. Sales invoices, etc, but. I can also take, action and since. It knows this is a customer. It. Also knows, what makes sense for the actions, so it only surfaces. Things like sales quote invoice order, etc. At. The same time it takes a look at the body of the email and it says hey, I understand. These. Two items that are in your inventory do you want to add them to the sales quote, so. It it looks at the body of the email it, understood, those inventory, items and the quantities, and with a few simple clicks now, I can. Create that. Create. That sales quote and then, easily. Send that off to. My prospect, / customer. In. An email. They're. Attached as a PDF sends, it off, boom I'm done. Another, situation I'm, going to show you is, what. I love to call ad-hoc, workflow. Which. Is you get an email from someone inside, of the organization, and they're. Requesting, for me perhaps. On a sales manager or even a business owner to. Add. And approve a 7%. Discount and this is very ad hoc which, I'm sure happens, in all, of your businesses, and in, this situation, the, business central add-in. Understood. The. Sales quote, number. So. If you look. Way. Down at the bottom. Zoom. In on that it. Understood. In. The email, body sales, quote s -, whatever. And then, surfaced. Surfaced, that sales quote again, right here and outlook so, that I can go look, at the information on, the sales quote ad the, 7% discount and, update. The solution and send it on to that person internally. The. Solution, also, understands. If you're, not a customer. Oddly. Enough. And, so in this situation I got an email from someone, they said hey I'm a new contact, at an existing customer, looking. Forward to doing business with you and so I can take that and easily. Add them as, a contact. Within. That customer, again, directly from within outlook. So. I was all dealing with customers, it also understands. Sort, of the payables, side of things so in this case this is a an. Invoice, from. A vendor of mine and. It. It, understands. That email again so it pulls up the information, about this specific. Vendor and similarly, I can see all. Things that I've purchased from this vendor in historical. I can see if, there's any, outstanding, quotes, from this vendor or orders from this vendor all of that information and. Now. When, I go to actually, act on it again since it knows it's a vendor it only shows me the things that are applicable to working. With a vendor. Right. Here and outlook, one. Of the other features, that I love is this pop-up, window so, you may have said hey that window is kind of small. But. I can actually pop this out and then. Show. Even. More details, about, that particular, vendor. There's. Also workflow. Capabilities. Combined. With, Microsoft. Flow and, I'm gonna pause. Here, because I'm gonna show kind, of what that looks like later.

On But. What I do also, want to show is. The. Phone client, I'm just going to show that quickly. So. The business central phone client, is. It. Is you, can do almost anything in. The phone or tablet, client, as you. Can in the entirety of the solution, you have access, to pretty. Much everything, that you would normally have access to, in. Your solution, and. What. You'll notice when I get into the actual, sort. Of full-blown, client. Is that. This looks exactly like, the full, client so instead of sort of giving you little bits of maybe. Line of business things that you can do with the mobile app we, just give you the whole thing because, we think. You. Know people are doing more and more obviously, on their mobile devices and so we want to make sure that that's available to them, so. I can go into my sales, quotes for instance, if I got a phone. Call from that. Same. Prospect. That. Was requesting. Perhaps. You know they called me after getting the quote that you we that we just created, and they. Want a discount, of course everybody, wants a discount, and so, I can actually do that here, on my mobile device. Very. Easily at the same time again, it gives me sort. Of all of the information available, so I have access to all the reporting, capabilities, I have, access, to any. Embedded. Power bi that, you have in the solution from, my mobile device and, really. Just I can do again, anything, that I can in my regular. Device, it occurred to me though, as. I was thinking about this item. I was. Selling. Some London swivel, chairs. So I'm gonna look at the London swivel-chair and. What. Business central does is, allows. You to. Use. Azure. Analytics. To. Take, a look at what, you've historically. Sold. What's, on order, and all, of that information and. It basically gives, you an inventory forecast. Based, off of that information so, we've we've. All sort of out-of-the-box hooked into an azure service, to do this and, I. Can see if I do, nothing, with. This particular, item that it's gonna go negative quantities, and so that's gonna be a problem. So perhaps, on mobile device isn't the greatest place to sort. Of act on this but I could potentially. Sort of share. This with someone else and or. Come. Back to this as something, to do in, the in the, regular client. So. Let's go, take a look at the regular client I. Should. Say also if, you, have any questions, just. Don't. Wait for the end we're. We're. Friends here right, we're. All so close together that you. Know we should be friends. So. This is Dynamics. 365, business, central sort, of the. Big. Client, I don't know what they call it it's a web client it's, obviously, a cloud-based solution. And. This is where you know sort of your accounting, people are heads down into, into. The solution. So. I just want to know it a few things first of all as. You can see it looks like sort of exactly, like a the, phone except a different form factor. And. It also has. Embedded. Power bi in multiple, places. Both. On the home screen. Customer, list vendor, lists item lists. Sorry. I just timed out there for a second but what I'm gonna do is actually take, a look at. Some. Pending, tasks. That I had. So. The first one is. Inventory. Forecast, that we just talked about so I'm going to take action now on looking. And seeing that, the London swivel-chair, that, there was. Something. That I, probably had, to, take. Care of with the London swivel-chair and, that is this, forecast, now again it gives me this information, that's really interesting. But, what's even more interesting, is. If, I create, a purchase order directly, on this it's going to suggest, the. Right inventory. Quantity, for me to maximise and. It's, also going, to say, hey. You have some other items, that you normally, purchase from this same vendor, that, also. Looked like they need to be, have. Quantity, fulfillments, done also according to the information, that's. In the system and so, you can easily add, these two. To. This. Purchase. Order and now you can see that it's not only added to London swivel-chair but, it's added a number, of these other items also, to the same purchase order again, an intelligent, solution.

Alright. So. What I'm gonna do now is, we're. Gonna talk about the. Sort. Of the the, unified, aspect. Of this so kind. Of how how, does this all, get. Working and put together. And. So, we're, going to. First. Off I'm gonna, show. You kind. Of how you do the Outlook add-in to. Get that started, and then, I'm going to talk a little bit about a couple of more things that you can do with that outlook add-in. And and actually, the, broader outlook solution. Then. We're going to, take. A look at how you can work with Excel. With. Business central information. And. Then we're gonna do, power bi so, how do you connect to power bi and get, that started, and, then. We're going to end with power. Apps and flow. So. Wow. Are. You ready for this because. I'm not I mean I have a lot of stuff going on here. So. I just, showed you the Outlook add-in this works in either. The. Desktop or the. Web, client. Of Outlook, either. One and. It's, a really simple process to, deploy this. You. Basically go, into bit and I'll show you this but you go into business central and you say deploy, the add-in and that's, about it. So it's incredibly, easy hashtag. If Errol can do it. It certainly is is quite, easy to do and I've done it hundreds of times so. Here's some of those things that I showed and what you can do with. The outlook add-in, so. You can, look at customers, vendors contacts. And. The. Quick links to documents, was that sales quote. Thing. That I demoed, there's. A few other things you can do with overall outlook, also and so, in. The calendar. You. Can also look. Up customers, in the calendar, you. Can. Send. Documents and, you can enter time, for jobs so there's job functions. That's. In business central, and you can enter time, for, those jobs in your calendar, so. It's. Basically, you well, actually I'll sort. Of show it in a little bit right, now. So. The jobs in Outlook, so once you have a job created. And those resources, set, up. You. Can add that, to someone's. Calendar. So. Basically you create your job lines and, then you send it to somebody's calendar, and then when they are in. Their calendar and they've completed, that they. Can report, those hours back to the job so. They do it in calendar. Usually. The sort of the job. Manager. Is the one that sort of sets, up the jobs and then signs. Resources. And then sends those out to the calendar, and so. Sort. Of in the in Outlook. Then what it looks like is. So. If I'm the person that's doing the job this is what I do I go to my calendar I can pull up the, tasks that I've completed, the hours etc and, then, it posts, that back to business and posts, it updates, business central with that information. As. I mentioned, the Outlook add-in is really easy to do inside. Of business central you basically, go through kind of one step, and then. It. Adds that you can also remove, it. From. Inside of outlook, and, so it can be managed, that, way and.

You. Can also manage, it through. Inside. Of business central through the add-in deployment. Window. Of. Business. Central. I. Actually didn't, talk about this but you have, the capability. To do. Sync. Your. Exchange. Contacts. With business central also. And. So. If. You. Know where you sort of traditionally. Keep track of your. Business contacts. Is in, exchange. You. Can sync, that to business central, so that all of those contacts. Are, set. Up inside. Of business central automatically. And the information. Address. Phone number etc all, that information. Can be synced across those, two also. So. Lots of different. Areas. Where, it's infused. Into. Business central. And. Then by way of. Administration. For those administrators. This is. Again. This is our web client, that this works with and then. It's. The, authentication. Is through Azure. Active Directory. Yep. Yeah. So the question was does, it use. The. Common, data service, to synchronize. Data and, the answer, is yes and no, yes. We. Have out. Of the box so we've exposed. A. Set, of sales entities. That, allow you to easily. Integrate. With Dynamics 365, for sales, we, haven't exposed all of our entities yet to the common data service, but, the way that we do our. Integration. I hate to say that word integration. To, Dynamics, 365, for sales is through, the common, data service. That's. A whole session. In itself by the way common data service, but yeah. It's. The, the. Way that we sync with dynamics 365, for sales is native yeah. Use. Basically, there's one set up in business central you point to that and then. You do this sync and. There. Is. Actually. Maybe I'll show you later there's a there's. A really good spot on our website, that describes, that whole process and what syncs. Yep. Yep, common data services, so we'll, be doing that definitely. In the future. So, a lot of customers. Slash partners, have asked, can you can. You do more with the outlook add-in than just what Microsoft, has out of the box and the answer is yes. So I provided, this link this is a really, good article. That. Sort of talks about how. You can, extend that outlook add-in do. You potentially. Do even more. So, maybe, you want different. Forms that show up as a result of information, that's in Outlook. This is a really good starting, point for sort, of that if you have an idea on something. That you want to do additionally. This. Is a really good place. To go for that. All. Right, let's. I. Gotta. Get to where I need to want to go, I'm. Gonna do something really, really, dangerous here. And. That, is I. Am. Going to. Set. Up a trial of business central right in front of you. Are. You guys ready for this this is gonna be fun. So. If if, you're. Again. Sort of unfamiliar, with business central you can set up a trial right now and. The. Trial is. Lasts. Sort. Of to infinity. And. So, I know, a lot of people say well I only get 30 days to play around with it we actually keep our trials, out there as long as you're in the. Lesson. Learning sample. Company. You. Can play with it for, a. Long, time, and. So if.

You Just go to Microsoft. Site and find business, central. There's. This start. Free. Here. And. And. Then it's just gonna ask me about my. Email. And. This. Is a. Email. That I. Set. Up yesterday it has to be a, business. Email. So. It can't be like a hotmail, account or. Or. Whatever. That's. Not my, actual phone number so, don't bother. Trying. To call that. And. Basically it just it, it, knows that we're. We. Have an aad which again is how it uses does authentication. And. It's. Going to. Create. A business, central, tenant. For, me. And. In. Less than a minute. This. Is probably the most exciting. Demonstration, you've, ever seen in your life isn't, it it's like. You. Know back in the day. Twenty-eight, years ago when I. Worked. As a consultant, like. You know part of my day was just putting. A disc in waiting, until it load taking, the disk out putting the next disk in waiting to load take it out you know that was like the value added. Aspect. That I did as a partner. Right. I should. Have set up some music or something. I'm. Going to see dad jokes. What, did the. Zero. Say to the eight. Nice. Belt. But. I'm funky. Like. I said this. This. Was. Shot. In the dirt but. You know if you think about it this. Is quite amazing I mean all I've done so. Far is given, an email address and. In. Less. Than what. Seems like infinity. I'm. Gonna have a business, central tenant. Launched. And ready to go. There. You go yeah, yeah. Well, you know it's probably. Surfaced. Through Azure analytics. Or something, that. That. Does that that, probably was a minute, but it just seemed like forever. There. You go hey, that wasn't so bad was it. So, when you get the the first. Install, of business central we do have a, set, of videos and, sort, of descriptions, of what's going on. But, I'm gonna get to the meat of this which we were talking about the outlook add-in. So. Again this is business central I just created it this is a brand new tenant. First. Time anything has been done so. What. I'm gonna do is, go. Do this add-in. So that you can see. What that looks like so, I, am going to set, up my. Business. Inbox, in Outlook. Hashtag. If Errol can do it. And. I'm gonna have it send, me an email. And. Finish. Okay. Could you guys do that is. That something, you think you could do what, I just did. Yeah. Yeah. That. Seems that seems doable. So. Let. Me go to my email. And. I'll. I, get, this. Email. From us. And. It sort of describes, what. It is that you can do and it and it gives that that. You, know same sort of information so here's the outlook add-in, exposed.

Again, I'm in the web client now it's, either the business central. Icon. Here, or this. Is central, and you, do have to authenticate. Just, once. And. Then, it remembers, it from. Then on so. There you go so. We just spun. Up a new tenant, we. Added did, the Outlook add-in. Went. To mail and there it is boom. You, can do that. Because. I just did and I'm glad that worked really, I'm super. Glad that worked. Okay. The. Next one is. Area. That we're going to talk about is Excel actually. Before I I. Did. Want to show you just one other thing and, I got this from a customer. Sort of how they use, the, Outlook add-in, and. What's. Kind of cool is it, basically, since. Its surfaced. Everywhere. Everywhere. Since it's sort of everywhere in Outlook. What. They use it for is. Like. If somebody you get a query from somebody, that's. A customer, vendor, etc, all you have to do is is, sort, of create. A. New. Email like, that just, in there their email address and then you can, pull. Up oh my oh. That's. The wrong Meghan never mind who, that's. Funny, that's. Hopefully. That won't. Nobody. Caught that because. That. Was a personal, email. Somebody. The wrong Meghan here we go. So. Again all you have to do is sort of in. Outlook. If you want to look up some information about a customer, again instead of sort of going somewhere else getting authenticated. Blah blah blah I can, just put in their email address and then I have, access. To that information so. That's, gonna cool. And. Let's discard, that okay let's get back to our presentation. So. The next part we're gonna talk about is Excel. I think. There's like forty. Some list. Page, areas. In Excel where you can edit. Information. Via. Excel again it's it's one thing to just sort of send information, to excel. And. Then you. Know create, some nice little report at the moment, that you do that, it's. It's, not up to date and so what we're doing is, actually. Editing. The information, in Excel and publishing, it back to business. Central and there's a connection, there so any time that you pull up that connection. You have the latest information. And. So. What's required, for. That. Is. First. Of all this again it's only available on our web client which business. Central is, only a web client and, it does require, again, ad. Authentication. And, I, know some of you are saying well I, don't want people to sort of edit, everything. In Excel that doesn't make any sense posted. Transactions. Etc, and of, course that's not the case this, is these are things. That are non. Audit, trail, types. Of things so you can't just edit, a posted, transaction. In Excel that wouldn't make any sense basically. Anything, that you can. Edit. In, a form in business, central you can then edit in Excel. But, you, can create new documents so, for instance a lot of our customers. Create. Journal, entries in Excel and then, publish, them to business central because. You. Know I should say I don't even know why because but you know ask your accounting, people. Would. They rather do something in Excel or actually. In the application. They would probably choose, Excel. Because. They just love Excel, so hey why fight it let's. Let's. Actually do it so. Let's. Switch. Over here. And. Go. Here. So. I mentioned basically. Every. List page. In. The solution, you can do, edit. In Excel and, it's pretty. Simple you're on the list page. You. Just choose, edit. In Excel and then, I, actually already, did this once so then what comes up is this is a customer, list.

So. An example, that I like to give is let's. Say that you're gonna change. Sales. Person regions, or something like that so instead of kind of going into each, individual. Customer and, changing, it you. Just sent it to Excel and you can change it all here so. I know that a valid. Other. Sales person code is. PS. So. Let's. Copy/paste and, then I'm gonna do something a little bit different, which the last one I'm gonna do is yes, and you saw some of those were blank and that's because, they were new. Customers. That. I hadn't, assigned, a salesperson. Code to yet so that's another situation you, know maybe you want to go in. Filter. On on, blank. And then see. Which customers, are blank and a sign in this case sales persons code, sales. Persons. Salesperson. Code. So. Yeah, that was easy I just typed. In that information click, the publish button and. We. Cross our fingers and the demo god world, created. The demo gods and okay, it came back with an error but I knew it was gonna come back with an error and the reason is is. Because es. Is not a valid, existing. Salesperson. Code, and, so, I can. Correct. That. Change. It to PS, publish. That. And. We're good to go so. Back in. Back. In the solution, then if I pull up one. Of these customers. Or. Not. Did. I go in too soon. There. You go wow that was what did you guys see that, though. That was literally. Real-time, wasn't, it, first. Time I came in it hadn't quite updated, yet oh that's. Crazy. So. I was gonna say I'll do it over again just so you can see that I there's, nothing up my sleeve, but, but. You saw it right there so. Again there's multiple. Places that, you can do that in the solution like 40-some lists pages, that we have, journal. Entry numbers. Excuse. Me journal, entries. Etc. So lots. Of places where you can use the. Edit in Excel, capabilities. Say. That again. Yep. In. Excel. That. Is an awesome idea. Yeah. We'll. Just go steal their code, we. Do it all the time. That's. A great idea. Thank. You. All. Right our next. Area. Is. Power. Bi. So. With power bi. We. Have sort. Of multiple, places where. Power, bi is surfaced, in business, central and, we. Provide, an, out-of-the-box. Set, of content. Packs. That, you can use. To start with and then modify, from. If. You're, connecting, to just business, central it's. Free, with. Business central if. You're connecting. To data. Outside of business central, then, you will need to license, power. Bi for, for. That. And. We're. Sort of finding that a lot of people, sort, of have already licensed power bi in one way shape or form so it kind, of, doesn't. Really matter but. The. Yeah. The it's, you can embed it in different places in Excel, or excuse me in in. Business central and it's, also really easy to, sort. Of connect and set up now. I'm going to show you how, to. Connect. And set up in a little bit. But. Again I would suggest sort, of starting, with our sample reports, and dashboards and, then you can customize. Customize. From, there. So. I'm gonna show you. How. To do, this and, I. Sort. Of. Feel. Like I. Shouldn't. Show you this the reason I feel like I shouldn't show you this is because it's, changing, with the next, release and, I. Don't I, don't, have the pre-release code. But. You'll see how easy it is now and then I'll actually. Kind, of show. You. Talk. About how much easier it's going to be in the future. So. This again was this tenant. That we just set up, and. So there, are number. Of different places in the solution, where we expose. And. Have embedded. Power bi and, so I'm on a customer. List. Page again, and. So. I'm gonna do is, go. Get. The. Content, pack. And. When you do it this way it's kind of nice it's sort of pre-filters. For you, the business central. Ones. And, the one I want is for customer. List. Again. This is hashtag, if Ariel can do it right. So you do have to say, the company and this is one of the things now that, we're. Going to streamline. Which. Is we kind of make you. Click. Too many times and. Authenticate. Who you are and this is all going to be it's, basically, just point, to your power bi area, once. And. And. It, will work, that's. The way it's going to be in the future. So this is what I, think, I grabbed the wrong one we'll. Find out in a second. So. Let's go back to my. RBI. And, you do have to. You, have to refresh this. I know, I chose the right one.

So. That was that now I have embedded power bi, and. What, you'll notice is, like, if I change. This setting here, like. As I go, from, customer. To customer on, my list how it refreshes. The power bi. That's, specific. To that particular customer. So. This is available this list ideas, available, for vendors. Items, customers. And then. Just in the overall, home. Page. That's. Where a lot of our, customers they'll. Sort. Of do, their own types. Of reporting, and so, similarly, like I have to go now select. Again. And, actually, I'm going to normally. I would go choose, a different. Report. To, be exposed, here, on on, the, home page. Okay. So. You'll. Have to get. The my actual, presentation. To get to this information. But, I added. Some, links of. Of. Areas. Where you can learn more about power, bi, specifically. For, business. Central. And. And. Then. You. Know how to create. Those and these are just some good areas, where you can go to get some additional information on, power. Bi for. Business central so. The links are in the presentation. Itself. You. Could take a picture of this but it won't do, unless you have some really amazing phone, that. Would know, there's an idea. Like. You. Could see the links, of just, the wording by, tape that, would be something I, think. All. Right, the. Next thing we're going, to do is. Power. Apps and flow. I'm gonna do flow. First. So. Let's. Let's. Get onto this one I think I'll do flow first so. There is. You. Can obviously we. Have a set, of flow. Templates. That. You can use to, extend, the workflow capabilities of. Business Central and you, can start with those and, add to them and/or, create. Your. Own from scratch and, simply. Connect, to business central to do that so, what I'm gonna do in the. Demo, is, show. You this, one is gonna be a little bit of a cooking show which. Is I'm, going to show you. The. Templates, how you do a template, just. See. That what types of templates we have show. You that and then I'm, going to show you some additional things, that I added to the template, and then, we'll take a look at. How. That works I. Gotta. Think about which tenant, I want to be on I. Want. To be on this. Okay. So in. Flow. I. Have. There's. A spot, here create, from, template. So. Obviously, when you do that you can just type in Business Central and, then. These, are all of the out-of-the-box, templates. That we've created of. Flows. So. There's some interesting ones in here low stock warning. And. You can see where, it's sort, of, integrated. With. Other areas, so. Outlook. Business. Central. Etc. So. The one that I'm going to show you I started. With. The. Business central customer, flow, so. That would be sort of I'm adding a customer, and what do you want to do. When you add a customer, what kind of. Workflow. Do, you want as a result of that, so. In my team, flows. I, created. This. One. Sorry. I used the template, and then, and. Then, did that so. This. Particular. Flow. Is, if. The, credit limit is greater, than 500. Excuse me 5,000. The. Credit limit is greater 5,000. The first thing I want to do is actually sort, of block, the, customer, so that you can't do anything, with. It, for, this. Company. It's, just a basic. Approval. Process. Which. Means. The. Condition is. I'm. Going to if. It. Gets approved I'm. Going, to send, an email. To. The, the. Originator. I'm. Going, to post a message in. Microsoft. Teams that, says I approved, it and. I'm. Going to update the, customer. That. Their. Reminder. Term codes is set to high. So. That's what this flow does I'm, adding a customer. The. Credit limit is greater than 5,000. It, goes to someone for approval. If. I approve it I sent. An email to the sender, I post. A message in Microsoft, teams and I, set a. Flag. In business central setting.

The Reminder, terms code to high. Makes. Sense. So. The parts. That I added was the team the. Team part, and then. Setting. That field in business central. The. Reminder, terms code otherwise the rest of this was kind of setup for me I just had to put in the company, and. And. I. Think one email, address or something something, like that. All. Right so I am now. Who, am i. Nuts. The wrong one. Glad. I looked at that I am. Emily. Braun. I'm. Emily, Braun I'm going to, create. A, new customer. You. Get that Craig chriskiss. Enterprises. Is, my new customer. And. I. Need to put your credit limit at, a, whopping. $10,000. In cash. And. Then, I'm going to send. Approval. Requests. And. The. Demo gods then, start, to pray. Okay. I'm back, is the actually. I can do this here. So. I got the approval, first. Stop step, worked. So. I'm now the approval. Person. Stand. The owner. And. We probably could have done, you. Know some additional, things in here that would allow me to kind of link back to business central, that would have been easy to do actually, in the email. We, could have done that so I could have seen the customer, card. So, I'm going to say. Yes. Craig. Is a. Great. Guy. Prove. That. And. Go. Back to Emily. So. This one is just notifying. Me that it got sent. That. Particular, email. And. That it's pending. And. This is where we pray to the demo gods. Actually. Well I'm waiting for that all. I do have teams open, looks. Like I need to relaunch, that. I don't. Know if I can make that go any faster. That's. Actually a purchase order approval, from. From. My system also. And. So. I. Just. FYI, have. A, couple, of. Approvals. In here. So. Again this is my customer, approval. Flow. And I have one for large. Purchase, order quantities. Same, thing I just use the template, and then set, the criteria, on what, purchase. Order quantities. Would. Go for approval, and. So. My. Emily, Bronwen, that's that's. What this was. Well. Here's, what should, happen, yep. To. See the status, oh. The. Outlook, I. Didn't. Oh. I. Didn't, do submit. Did. I. That's. That's. Kind of yeah I agree that's, sort. Of weird though how it, like. I typed in the text and did approve and it sort of collapsed. Everything and I couldn't submit but thank. You. We. Would have been here for a long time probably. I. Just got something, there. It is. Stan. The owner has approved, this. For. Chriskiss, enterprises. And now. In my team site. There. It is Stan. The owner approved, and. In. My actual, business, central application. See. I think it's actually in the payments, tab. Was. It on invoicing, tab show, more. I didn't. Do that. I'll. Have to go, take. A look at that yeah what it should have done is put high. In, the reminder, terms code. Which. It, did with my, test company one I, did. That. Yeah. That. One, worked course last night. That's. The way that okay one tiny little demo, god thing all. Right so. That's. Flow. For. Power, bi, excuse. Me for power apps. It's. Again. It's a pretty basic process, to, physically. Connect. To. Business central and to start building apps. So. You just. Connect, to a data source and, that data source is business central so we're in. The. List of. Data. Sources, for, power apps. And. Then, you know you start to do your layout, so you when. You connect you choose the area that you're connecting, to a customer, card vendor or, item card something like that and then. You. Can start working. On the, layout of it and of. Course. Really. The world, is your oyster. I've. Seen well, we've sort, of noticed, with power apps anyway, is that. What. Partners. And customers are, doing is doing, a very specific. Kind. Of thing that. They're. Only exposing. To a small. Set of people within, the business it's. Not like this big, broad application. That they're building but, it's something really kind of quick specific. I want, them to see, inventory, items and do XYZ. It's, like do this this or this and that's it as. Opposed, to and then, most. Often, it's on them it's, on a mobile device that they're doing, and. The. Reason is is because although, you, know our our, we, have the mobile app certainly. It's. It's almost in a way it can be sort of too much and. So they build. Something again sort of really specific, that that. The. Employee, can do sort of one. Of three things and and that's what. They use it for. So. The, power. Apps. Looks. Like this. So. I did a little little, bit of a cooking show one.

Here Also but. If. You do create. An app. In. Power, apps this is where you would connect, to business, central. So. The, obviously. I have a, connection, already. Pre-built. But. You would choose, business, central, from your list. Of. Connections. So. If you didn't have business, central to begin with you. Just do new connection, and then and then. Choose, it. Actually. Still. Did something around there. There. We go. That's, not going to work either. I'm, gonna get an error message I, think. Oh. Not. Doing a new connection. Yeah that's, which is what. I'm trying to do it's. No, ah there, you go thank you there, it is. Have. A connection, already. And. I'm. Gonna go to this. Company. And. Then so then here's all the tables, that you can start with. So. For instance if you want to start, with customer card and. Do. Your power app off of the customer, card. You. Can do that. And. Then what, it will do is sort of start, with a basic. Form, for. You and, then. You can modify the form, from there. So. Here's just a list. Of your customers and. I. Think, we. Do a detail, screen also. That. Has information, about the customers, and you can modify from here, I'm. Just gonna quickly show you so, there is. A. Cooking, show, and. I did one for inventory. That. Allows. You to look up inventory quantities. And. Also. Looks. At. Dynamics. 365. For sales to. See. What. Opportunities are in the pipeline also. So. It's a basic, form it, has sort. Of your list of. Items, and. Then. The item detail, and, the. Forecast, demand is, coming from. Dynamics. 365, for sales and. Your. Current, inventory. Is. Obviously. Coming from business central and. You could do this and create a purchase. Order off of it so it basically looks like. This. So. Here's my items I. Want. To go to the Athens desk, here's, the information, about, that and then. If. I click create, purchase, order it would do that and actually it. Underneath, this is also a flow. So. The flow would start for, an approval process on, this, purchase. Order which, again it's kind of the really, nice thing about, both. Apps and flows flow, combined, is the, ability to have them. You. Know do certain things as, an entire package, I've. Also seen. Some. Customers, that have used flow, with, power. Bi and, so. As sort, of pulling up information, in power bi and as a result of that information. Starting. A flow process, so lots. Of, lots. Of different ways, to use it again sort of the world is your oyster for, something like that. All. Right next. Steps, oops I went through that. If, you would like I would suggest. Going. And signing. Up for a trial. And. And that online documentation. My. Guy over here left I was that boring. The. Online documentation, is is. Really, good I mean it lists basically. Everything. That Dynamics. 365. Business, central can do and. He. Had a question about sort of the the integration, today MX 365, for sales and there's, details, in there about how, you set that up the, entities, that it that. It syncs with etc. Etc so. If there's you know sort, of one, thing that you take from this entire, entire. Session I would say look, at that online. Documentation. For kind of the core business, central. Functionality. And what it can do and. Then for sure go like I said the trials, that we have are, in, perpetuity, for, the most part and they, get updated, with latest versions. Also so. Feel, free to sign up for a trial play, around stay. In the, learning. Company and you. Can do really. Anything in, there. That you want to and the. Trial does not go away if. You wanted to have. A trial, where you sort of put in your own information. That. Is a, 30-day, trial you can do that a couple of different ways one is you can create a sample, company in this trial that I mentioned, and then. Bring your own data in and start to play with it again. That one's good for 30 days or, you can work with your partner to create. What's called a CSP, trial, and in, that situation, you can import, your data and, then turn that CSP.

Trial Into actual, running licenses, of Business, Central so, there's a couple of different ways to go there, I would. Appreciate. Hey. I had I think pretty much everything. Worked today, so I. Think you need to give me a five just, because I mean, I had three, browsers going. Three. Different users, we created, a tenant from scratch come, on and, started. To set up that tenant, we did that at if Errol can do it out, look at in I, didn't, show you the Excel add-in but basically the first time that you launch Excel, from the, get. The. Edit. In Excel it'll. Just automatically. Add that Excel add-in so that that's like easier, than a tiff Errol can do it it, just does it automatically. And. So, please. Do. Not. Wait the session, I. Am. I got, five minutes if, anybody has any additional questions, I'd certainly entertain. Taking. Those questions, and, for. Sure thank you so much for attending sorry. It was a little cramped in here. But. You know that's the way it goes any, questions. Yeah. There, we don't have HR. Functionality. In business, central we have what. We do have is, entities. For, employee. And. So. A lot of people. Link, in to business central, with with an outside HR, solution, and. As. A result, there is the employee entities, because we use those for jobs sales person, etc, etc. Yeah. Well. Actually are probably, one of our most requested. Integrations. Is with, Microsoft. 365, for talent, dynamics. 365. For talent, and that is on. On. The roadmap to have and again that would be, through. C.d.s, so we would have. An. Out-of-the-box, integration, in the future but I can't really give you a timeframe on, that. Any. Other questions. Yep. So, we have timesheets, in the solution, yep in our. And. That is so. We have different types, of users we would consider that what's called a limited user if that's all they're doing is timesheet, entry. Then. Just. As an FYI the price is. Eight. Eight, dollars, per user per month I think for just the limited, user timesheet. Entry I want to query a few things if that's all they're doing but. Yeah that's in in the, solution, and obviously, integrates, to the. Project. Job capabilities. And. There are some there's also some, outside. Is. Fees that have built, sort. Of extended. Our job capabilities. Even. Further for. Like. Construction, industry, and stuff like that. All. Right well I'll be around just sort of turning. All of my browsers often. Everything so thanks, for coming again, and have a great, rest.

Of Your time we do have a booth in the Dynamics. 365. Section. So if you have any additional, questions, feel free to stop by the booth Thanks.

2018-10-05 21:19

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