Quantcast
Channel: Microsoft Dynamics 365 Community
Viewing all 50850 articles
Browse latest View live

Retail Enterprise Architecture mapping using ArchiMate and ARDOQ

$
0
0

The warning; The blog post is High Level, but the benefits can be mind-blowing.

Enterprise Architecture is about understanding and change. In today’s business, change is everywhere and the essential part to survive. But change is not easy. To have insights and understanding of your own organization is essential for change and risk assessment. Understanding how people, processes and technology are connected will give focus to achieve high value benefits. In my profession we use the Microsoft Dynamics technology stack as a main driver for implementing improvements. But we also acknowledge that Dynamics 365 is not the only system at work. Even though Dynamics 365 is a central component, there always will be many other systems, processes and technologies that is included in the enterprise architecture (EA). We need a way to describe all these connections in uniformed way, that allows us to communicate a model for enterprises dynamically.

But why should EA mapping be a central part of your business? here are 6 business motivators and benefits of having a structured approach of the EA mapping:

 Increased stability and availability. It is critical vital that all central systems have a near 100% availability. POS and back-end systems must always work, and the supporting processes must be streamlined to secure that risks related to business improvements and changes are minimized and understood. The EA mapping documents the relationships and show consequences changes.
 Guaranteed Performance. Having acceptable system response 24/7, that can deal with business pikes must be planned and built around the system. Systems must deal with a variable load, handling that the sudden event changes the transaction volume. Any disruptions quickly result in customers walking away. The EA mapping must document components central for performance compliance, and the business actors involved
 Scalable capacity. New stores or changes in the business model can quickly change the requirement for transaction and processing capacity. To be cost effective, the capacity scalability must dynamic according to the actual need. Both in terms to scaling up and down. The EA mapping documents components central for scalability, and the business actors involved.
 Strong security. Cyberattacks are increasing and it is vital important to secure information and transactions. Being GDPR compliant puts demands on systems and internal processes on how to handle own and customer information. Security, tractability and audit trail builds trust into the system and documenting compliancy. The EA mapping documents governance and role compliance, and the business actors involved.
 Right focus. There are always new business opportunities and process improvements. Keeping track on where to focus will lead to better and faster implementation of changes in a secure and stable manner. New ideas must be analyzed, and risk assessed, and also to understand the implications. The EA mapping can assist in focusing on what changes have the highest priorities and benefits.
 Cost control. Being a retailer involves large investments in technology like POS, Mobile apps, customer portals and enterprise systems. Moreover, there may be large fluctuations in system usage throughout the year. By purchasing these features in the subscription form, it is possible to equalize the operating costs and that you only pay for what is needed. Good liquidity is archived by balancing cost full investments towards the revenue stream and securing actual return on these investments

To move forward a “language” is needed to describe an enterprise architecture model where you can visualize, plan, implement and maintain all relationships that exists today, in transitions and the final vision.

Architecture Layers using ArchiMate

The overall mapping can be modelled in 5 main layers; Here I would like to focus on the symbolism used for identifying. The notation here is ArchiMate, that is open and independent enterprise architecture modeling language to support the description, analysis and visualization of architecture within and across business domains in an unambiguous way.

Motivation Elements defines the overall drivers and goals that the enterprise have. Much of the vision is located here. The Motivation elements can also be seen as a vertical layer, in close relationship to all layers.

The Strategy layer defines the overall course of action and a mapping towards resource and business capabilities.


The Business layer defines the business processes and the services the enterprise is providing, and the here the main business processes are defined. To simply the modeling it is relevant to start with the Business Objects, Business processes, Business Roles, Business actors, Business events, Business Services and Business Rules and Logics.

The Application layer contains application services and capabilities, their interactions and application processes. Here Dynamics 365 and much of the power platform is located. To simply the modeling it is relevant to start with Data objects, Application functions and Application components.


The Technology and physical layer describes the software and hardware(physical or virtual) capabilities that are required to support the deployment of business, data, and application services; this includes IT infrastructure, middleware, networks, communications, processing, standards, etc. The underlaying structure of Microsoft Azure would typically be described here. To simply the modeling it is relevant to start with Artifacts, System Software, Technology Service, Device and Communication network.

Architecture Relationships using ArchiMate

The real beauty comes, when the relationships between architecture elements are being defined. But to do this, a set of predefined relationships needs to be defined. The most common used is the following one

If putting this together in a combined setup I get the following relationship diagram of what is relevant to document.

(*Credits to Joon for this visualization)

As seen here, the business processes are a realization of the application functions, and this clarifies how a proper Enterprise Architecture modelling is documents. With this model, we can what business actors is assigned to what Business roles. This again shows the business process assignment to the role. The Business processes are there to realize business services.

Building the Architecture model using Ardoq

The architecture relationships can be challenging to describe using tools like Visio. Often, we see that great work is done, but not used to the potential. An alternative is to use cloud based mapping tools as ardoq, that covers most aspects in documenting relationships between business processes, applications, roles, risks and transitions. This is not a commercial for this tool, but I find it great. So, I decided to try to use Ardoq to model the Contoso demo data.

Here I will focus on the Application Layer, as this is the layer where the application functionality and data are located. First, I create the application components:

Then I create the Application Functions, and I also import the Business Roles that is available in the Contoso demo dataset.

Next job is to build the relationship between the application functions(D365), business processes(vertical processes) and business roles. This will allow me to visualize and to trace dependencies across all the EA mappings. Let’s take an example looking into the responsibilities of an employee named April Mayer.

I can here see that she is related to the business roles; Accounts payable clerk and manager. If I click on the “Accounts payable clerk” I jump into the view of this business role, and I can see that it is related to the business processes of accounts payable, and an association to April Mayer.

Jumping to accounts payable allows be to see the business processes involved.

I can also visualize the entire Enterprise Architecture Map will all objects and relations,

And zoom into specific on the relations; This graph shows me that April Meyer belongs to the role “Employee”, Accounts payable manager and clear. The Accounts payable clerk is associated with the business process “Accounts payable”. The clerk role is associated with the Financial management modules in Dynamics 365.

Here is another visualization, that shows the how the business objective of “Marketing” can be achieved, and what Business roles are involved, what Business processes, Application functions and what application components are also involved.

Knowing the relation and the ability to communicate is a key to happy Enterprise Architecture mapping.

Give is a try, the result can be very powerful.

Additional information

1. A high value blogger on Enterprise Architecture is http://theenterprisingarchitect.blogspot.com/.

2. Homepage of archimate: http://pubs.opengroup.org/architecture/archimate3-doc/toc.html .

3. Homepage of ARDOQ : https://ardoq.com/ Give it a try !


Setting up the test environment for Microsoft Power Apps

Let your Operations Flow – Part 2

$
0
0

My previous blog was an introduction how to start using Microsoft Flow with the Microsoft Dynamics 365 for Finance and Operations connector. In this episode, I will elaborate on the Create a record action. How can you use this action and I will provide some related tips. E.g. how use line numbers which should be incremented?

Create record action

The template which I used in my previous blog used the create record action also. A screenshot of the basic part shows the most important fields for the Vendors entity.

As you can see, you have to specify the environment as well as the entity to use. When these to values are specified, you will see a list of mandatory fields (marked with red asterisk). When  the entity is company specific, you will also see a dataAreaId field. The Vendor account field in this example is mandatory in Microsoft Dynamics 365, but not in the entity. If you provide a value, it will be used as vendor ID. If you leave it blank, it will use logic to retrieve a number from the number sequence.

Use the create record action

When you want to create a Flow, you always have to start with a trigger. Triggers can be based on an event like a new mail message has been received. The previous blog used a recurrence. You can also install Flow on your mobile device and start Flows with a button.

Let your Operations Flow Part 2

When the trigger has been inserted, you can continue with actions. Usually, you would read content from a certain application and bring data automated to a destination. One destination is the action Create record on the Dynamics 365 for Operations connector. When you add a new action, you can search with keywords for the correct action. You can use e.g. OperationsDynamics 365 or a combination to narrow down the results. At the time of writing this blog, there is a trigger for Dynamics 365 for Finance and Operations in preview. I will elaborate about it in a future blog post.

Let your Operations Flow Part 2

When you inserted the Create record action, you can choose the correct environment. Usually you will first choose a test or demo environment before actually use a production instance. The second required field is the entity. Flow will list all public entities. Some names are quite easy to find, like Vendors. When you don’t know the name of the entity or cannot guess the correct name, you can open the form in Dynamics 365 and use the function Open in Excel. When the Excel sheet has been downloaded, you can then look in the design mode which entity is used.

Let your Operations Flow Part 2

In some cases, there are multiple entities for the same table, but there is a version difference. For the vendors, there is a V2 version available. It is recommended to use the highest version number. Older versions will get depreciated in the future.

In some cases, you get a error when typing an entity name. The connector is trying to find the correct entity as you type. When you have only a part of a keyword, it will mention that it could not find the entity. It is a bit annoying, but you can ignore this error when you are still in the process of selecting your entity.

Let your Operations Flow Part 2

When you have selected the correct entity, there will be some mandatory fields listed. Then a field for the company (dataAreaId). It will then have a key field in case it is not mandatory. In this example, the vendor account number is not mandatory, but it is mandatory within Dynamics 365 itself. The reason for not having it mandatory is that you can leave this field empty. In that case, it will try to pick up a number from the number sequence. If you did not provide an account number and the number sequence is set to be manually, the flow execution will result in an error.

Let your Operations Flow Part 2

To be able to use all other fields, you can click the option Show advanced options. It will list all other attributes in a non-alphabetical order. It would be nice if the field list has a certain structure, but in the current way, it is possible to map all fields.

Let your Operations Flow Part 2

When you completed the flow, you can test and activate your task.

How to use line numbers in Flow?

A common question is how to use line numbers in Flow? They are not automatically filled when you are using Flow or other Odata based tools to insert records. Flow can support in incremented integers by using Variable actions.

Let your Operations Flow Part 2

Directly after the trigger, you can add Initialize variabele actions. You need to declare all variables that will be used in your Flow. For line numbers, you can use the IntegerType. The first value can be set to the Value1 (or another value according to your preference).

Let your Operations Flow Part 2

For a flow, e.g. importing purchase order lines from an Excel file, you can use the line numbers. There could be an option to increment with 1, 10 or other steps for the line numbering. How to use the line numbering an increment the value for the next line can be seen in the next screenshot.

Let your Operations Flow Part 2

The purchase lines create record action has the variable LineNumber mapped as input for the LineNumber field. Then after the create action, the LineNumber will be inremented with the Value 1 in a Increment variable action. In this way, you can use line numbers provided by Flow if the business logic in Dynamics 365  for Finance and Operations is not automatically populate the Line number field.

Use values from other Dynamics 365 actions

When you look at the screenshot above, you can notice that the purchase order number and data area fields are filled with Dynamics 365 fields. In this Flow, I did use a purchase order header entity to insert a new header record first. When the purchase order has been inserted, you can re-use the values in the Flow for other entity actions or providing a notification which order was inserted.

 

The next part (3) will inform you about the Dynamics 365 for Finance and Operations update action in Flow.

 

That’s all for now. Till next time!

 

 

Microsoft Dynamics CommunitySubscribe to this blogger RSS FeedMy book on Merging global address book records in AX 2012

 

The post Let your Operations Flow – Part 2 appeared first on Kaya Consulting.

#GPPT GP Power Tools Build 26 is coming soon

$
0
0
As mentioned in my previous post I have been working hard for the last few months on the development of the next build of GP Power Tools . Build 26 of GP Power Tools is already at release candidate stage...(read more)

Register Now for our Live Webinar – Manage Dynamics 365 CRM documents on SharePoint and Dropbox – The Windows Explorer Way!

$
0
0
As you must have noticed, managing documents in Dynamics 365 CRM on Cloud Storages is yet to evolve. SharePoint is the only Connector with native integration in Dynamics 365 CRM however, there are not...(read more)

sync-navtenant : The operation could not complete because a record was locked by another user. Please retry the activity.

$
0
0

Meine letzten 4 Tage musste ich leider als länger geplant mit dem Ungrade auf CU3 verbringen. Nachdem alles Schritt-für-Schritt abgearbeitet wurde, wollte die Schema Synchronisation nicht so richtig funktionieren und hat sich jedes Mal mit folgendem Fehler beendet.

Error: Sync-navtenant: Der Vorgang konnte nicht abgeschlossen werden, da ein Datensatz durch einen anderen Benutzer gesperrt wurde. Führen Sie die Aktion erneut aus.

sync-navtenant : The operation could not complete because a record was locked by another user. Please retry the activity.

Im Internet gibt es dafür bereits einige, wenige Vorschläge, welche aber leider bei mir nicht zum Erfolg geführt haben. Folgendes habe ich versucht:

  • dutzende male kompilieren (in C/Side werden auch Tabellen geblockt und die Blocks lösen sich danach auf)
  • SQL Statements für Retention und Change Tracking ausgeführt.
  • Systemtabellen nochmals ersetzt.
  • Test-SchemaSync in Powershell ausgeführt und alle Problem behoben ..

Leider hat nichts davon geholfen und nach 3 Tagen kam mir die gute, alte, klassische Idee.

Meine Lösung

  • navdata File in der alten DB erstellt.
  • CU3 installiert.
  • neue leere Datenbank in CU 3 erstellt.
  • per PowerShell neuen, leeren Mandanten erstellen
  • navdata File importiert.
  • navsync-tenant gestartet

Also, nicht besonders charmant, aber hilfreich.

Anmerkung

Bei der Gelegenheit fiel mir auf, dass das NAVAdministration.psm1 Module auf der DVD noch auf das alte Installationsverzeichnis (../Program Files (x86)/Dynamics NAV/.) zeigt. Das neue Installationsverzeichnis ist aber Dynamics 365 Business Central. Falls ihr das Modul auch verwendet. Müsste ihr dort den Pfad anpassen und das Modul in Powershell neu laden.

LG Rene

My Solution

  • Create .navdata file from old database
  • Install Cu3
  • Create new, empty database with CU3
  • Create a new empty company (you can delete it later)
  • Import .navadata file
  • Start sync-navtentant

Der Beitrag sync-navtenant : The operation could not complete because a record was locked by another user. Please retry the activity. erschien zuerst auf Dynamicsblog.

Dynamics 365 Cloud Insight Workshop – in 5 Tagen zum #Cloud Shooter

$
0
0

Dynamics 365 Cloud Insight Workshop – in 5 Tagen zum #Cloud Shooter. Mitte März ist unser Dynamics 365 Insights Bootcamp geplant. Business Central, AL, Sales, Integration und Office 365. Alles auf einen Schlag. Für unsere Learn4NAV / Learn4D365 Abonnenten haben wir außerdem ein großartiges Preis/Leistungsverhältnis erzeugt. Mehr dazu findet hier auf unserer Webseite.

Dynamics 365 Cloud Insight Workshop – in 5 Tagen zum #Cloud Shooter

Tag 1 Dynamics 365 Business Central
Tag 2 AL und Visual Studio Code
Tag 3 Dynamics 365 for Sales
Tag 4 Integration Dynamics 365 Business Central / for Sales
Tag 5 Office 365 Integration

Inhalt
In diesem 5-tägigen Workshop erhalten Sie eine Einführung in die Verwendung der Anwendung Business Central in der Cloud. Um die Anwendung optimal einsetzen zu können lernen Sie im Anschluss die Möglichkeiten der Anpassungen kennen. Dynamics 365 Business Central stellt ihnen einerseits die ERP Funktionalität zur Verfügung, bietet aber zusätzliche eine Integration zu Dynamics 365 for Sales. Am 3ten Tag lernen Sie daher die Basiskenntnisse der Cloud Anwendung Dynamics 365 for Sales kennen, um im Anschluss die beiden Anwendungen miteinander zu integrieren.

Der Beitrag Dynamics 365 Cloud Insight Workshop – in 5 Tagen zum #Cloud Shooter erschien zuerst auf Dynamicsblog.

Tip #1217: Use accounts with web roles in portals

$
0
0

In case you were wondering, we are still around even though it’s been awfully long time since our last tip. Festivities season was upon us but the real reason was that we were just too darn busy. That’s good, right?

Now, we are back and, of course, with a bunch of tips. Now, brace yourself. I’ve been working with the portals for the past few weeks. What it means is that tips about portals are going to dominate our feed for the next N days.

Ready? Let’s go.

O Accounts, where art thou?

We’ve been repeatedly told that an authenticated portal user is always associated with a contact, regardless of the authentication method used. Once upon a time we could use accounts but not any more. So, good bye, accounts? Not so fast.

Turns out, when a user signs in, they will inherit any web role assigned to the parent account. Boom. That little known feature actually allows very effective management of the base permissions on a portal for your customers or partners. Instead of assigning and managing web roles for thousands of users, you can now assign and manage roles for hundreds of accounts instead.

If contacts have a parent account that happened to be a partner, assign Partner web role to the account and, presto, all contacts under the account will now have Partner role after signing in. Partner level was dropped to Silver from Platinum? Just replace the web role in one place and all 27 contacts under that partner are good to go with demoted permissions.

(Cover photo by Mikkel Bergmann on Unsplash)


Implementing SmartConnect: SmartConnect vs. Integration Manager

$
0
0

eOne SolutionsThis post is part of the series on Implementing SmartConnect, an integration tool from eOne Solutions, which can take data from any source and integrate it into Microsoft Dynamics GP (and other systems such as Microsoft Dynamics CRM or Sales Force amongst others). It has a drag and drop interface to make creating integrations quick and easy for all users rather than just developers (as many integration tools target).

For providing clients with integrations, we’ve typically used Integration Manager, which is part of the Customisation Pack. Having recently taken a look at SmartConnect from eOne Solutions, I rapidly came to the conclusion that while Integrating Manager is easy to use and integrations are relatively simple to create, it lacks a lot of the features of SmartConnect.

FeatureIntegration ManagerSmartConnect
Easy to create integrations
Schedule Integrations to run automatically 
Use Excel XLSX as a data source 
Connect to almost any datasource 
Integrate to any eConnect node 
Integrate with custom eConnect nodes 
Extend integrations programatically VBA VB.NET or C#
Chain integrations to run one after the other 
Schedule export of data to other systems 
Robust when integrating large datasets 

Click to show/hide the Implementing SmartConnect Series Index

Read original post Implementing SmartConnect: SmartConnect vs. Integration Manager at azurecurve|Ramblings of a Dynamics GP Consultant; post written by Ian Grieve (Lead ERP Consultant at ISC Software Solutions)

Implementing SmartConnect: SmartConnect vs. Integrating Manager

$
0
0

eOne SolutionsThis post is part of the series on Implementing SmartConnect, an integration tool from eOne Solutions, which can take data from any source and integrate it into Microsoft Dynamics GP (and other systems such as Microsoft Dynamics CRM or Sales Force amongst others). It has a drag and drop interface to make creating integrations quick and easy for all users rather than just developers (as many integration tools target).

For providing clients with integrations, we’ve typically used Integration Manager, which is part of the Customisation Pack. Having recently taken a look at SmartConnect from eOne Solutions, I rapidly came to the conclusion that while Integrating Manager is easy to use and integrations are relatively simple to create, it lacks a lot of the features of SmartConnect.

FeatureIntegration ManagerSmartConnect
Easy to create integrations  
Schedule Integrations to run automatically 
Use Excel XLSX as a data source 
Connect to almost any datasource 
Integrate to any eConnect node 
Integrate with custom eConnect nodes 
Extend integrations programatically VBA VB.NET or C#
Chain integrations to run one after the other 
Schedule export of data to other systems 
Robust when integrating large datasets 

Click to show/hide the Implementing SmartConnect Series Index

Read original post Implementing SmartConnect: SmartConnect vs. Integrating Manager at azurecurve|Ramblings of a Dynamics GP Consultant; post written by Ian Grieve (Lead ERP Consultant at ISC Software Solutions)

Users Not Disabling in Dynamics 365 v9 Online

$
0
0

To disable a user in Dynamics 365 online, we can remove their Dynamics 365 licences on Office Admin Centre. However, we recently had an issue where we removed all the licences for a user that included Dynamics 365 in Product licenses list and yet the user was still enabled in Dynamics 365 instances.

Upon doing some research we found that as part of the expansion of the Common Data Service, it now contains Dynamics 365 Customer Engagement platform too. Therefore, we had to remove the Common Data Service licence off the users too.

Removing both Dynamics 365 licences and Common Data Service licence from the user solved the issue. The users were no longer enabled in Dynamics 365.

image

Importance of Territories in Microsoft Dynamics 365 Field Service

$
0
0
Hi Everyone, Today i am going to share some important points about the Territories in Microsoft Dynamics 365 Field Service while implementing the project. Territories: How to create Territories in Field...(read more)

MB6-898 Enable and use Worker actions and Position actions

$
0
0
To use personnel actions you first need to activate worker and or positions actions in the human resources shared parameters -> personnel actions. Human resources shared parameters personnel actions...(read more)

Create Leads from a website using Logic Apps

$
0
0
Case Study: you have a company site hosted on a CMS (let’s assume WordPress for the purpose of this). You want to capture inquiries from the public, and create Leads in your Dynamics 365 for Sales. ...(read more)

Microsoft Dynamics GP, What work was posted today?

$
0
0

Originally Posted 3/29/12

Image from Microsoft Dynamics GP 2018

Use Microsoft Dynamics GP SmartList and add the “Posted Date” or “Originating Posted Date” to your object. This will be the actual system date (the date in the bottom right-hand corner of your PC) or the actual date. This is a great way to see what was performed for the time period in question.

Another great rea/son to look at this field is for problem-solving. Imagine that your checkbook (bank reconciliation) is in balance to your GL yesterday, but today it’s not. Use Smartlist to see what was ACTUALLY posted today regardless of the GL Posting or Transaction date. That’s where your problem will be.


Don't Miss These D365 F&O/AX Experts at User Group Focus

$
0
0

At User Group Focus, learn from MVPs, All Stars and other Subject Matter Experts. Join your peers to dig deeper into the topics most pertinent for success in your role and sharpen your skills – so you can further your job role, career, and product investment.

Meet the Experts!

Here's just a preview of some of the exciting speakers, providing deep-dive education on Microsoft Dynamics 365 for Unified Operations & Dynamics AX:

ICYMI: Session details released!

The User Group Focus schedules were recently posted! The Programming Committee has a great week of events lined up for you in Houston, Texas the week of March 11. Consider going to all four days (two consecutive events) and receive $599 off total registration with promo code: FOCUSBUNDLE19.

View the deep-dive session line-ups for each standalone event here:

March 11-12 events

March 13-14 events

  • Dynamics 365 Business Central & Dynamics NAV
  • Power Platform  - Learn how to integrate Power BI, PowerApps, and Flow with your current software solution (Microsoft Dynamics or other).
  • March 13 Academy Workshops
    • Building Workflows with Dynamics 365 for Finance and Operations (half day, separate registration required)
    • D365 Finance & Operations Production - Discrete, Process & Lean Manufacturing, Oh My! (full day, separate registration required)
    • Building an Integration and Approval Flow using Microsoft Flow and Dynamics 365 for Finance and Operations (half day, separate registration required)

Create your dream combo

Build-your-own conference! Create different combinations that offer YOU a unique conference experience, customized to fit YOUR needs. Interested in learning about multiple products? Register for additional days.

Don’t forget to use the promo code FOCUSBUNDLE19 when registering. 

We hope to see you in Houston!

 

Recent Microsoft Teams, Azure updates meet healthcare industry needs, company says

$
0
0

Microsoft issues updates to help Teams meet the needs of healthcare organizations

Recent Microsoft Teams updates meet healthcare industry needs, company says

$
0
0

Microsoft issues updates to help Teams meet the needs of healthcare organizations

Microsoft Dynamics AX 2012 R2 – CU9 release reposted

$
0
0

The Microsoft Dynamics AX 2012 R2 CU9 package has moved location to this share.

#PowerApps: Motion Patterns with Parametric Equations

$
0
0
As of late, I have been experimenting with motion in Microsoft PowerApps. This has actually helped me to revisit different mathematical models describing the motion of objects throw a two-dimensional space. As a result, I have created this video explaining how to create the following motion patterns:





You can download the msapp file from the PowerApps Community Apps Gallery here.

Until next post,

MG.-
Mariano Gomez, MVP

Viewing all 50850 articles
Browse latest View live