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Upgrading to Dynamics NAV 2018: Errors and Solutions

Microsoft Dynamics NAV 2018 is here. For upgrading to Dynamics NAV 2018, follow these detailed steps given here.
There are 19 tasks to perform before your old version of Dynamics NAV is fully upgraded to this latest version.
Task 10 is to ‘Connect a Microsoft Dynamics NAV 2018 Server instance to the converted database’. After converting your database to this latest version, when you try to connect NAV 2018 service, it might stop automatically due to below reasons:

1. Page 30: Item Card -> Field: Net Invoiced Qty -> Control Id: 207

Error: Control Id 207

1 - Page 30 - Item Card - NAV 2018

Solution: Change Control Id from 207 to 1207 for field “Net Invoiced Qty.”

1 - Solution - NAV 2018

2. Page 31: Item List -> Action: Show/Hide Power BI Reports -> Id: 141

Error: Action Id 141

2 - Page 31 - Item List - NAV 2018

Solution – Change Action Id from 141 to 1141 for Action “Show/Hide Power BI Reports”

2 - Solution - NAV 2018

3. Page 50: Purchase Order -> Field: Ship-to -> Control Id: 84

Error: Control Id 84

3 - Page - 50 - Purchase Order - NAV 2018

Solution: Change Control Id from 84 to 284 for field “Ship-to”

3 - Solution - NAV 2018

These solutions will surely make your upgrade to Dynamics NAV 2018 a lot easier.
For more information about this upgrade, get in touch with us.

7 reasons to migrate your business to cloud

The world is changing at a rapid speed when it comes to technology and innovation. Every business wants to keep up the pace by performing, growing and maximizing the ROI from its investments. In addition, providing an excellent customer experience and meeting their needs is crucial for businesses to stay in the competition. To achieve these objectives, businesses are looking at cloud computing.
Cloud is not a new thing now. It is everywhere. Whether you are checking your bank balance on your phone or shooting an email to your colleague on your commute, you are relying on cloud.
According to Forbes, by 2018, at least half of IT spending will be Cloud-based, reaching 60% of all IT infrastructure, and 60–70% of all Software, Services, and Technology Spending by 2020. Why are so many businesses migrating to the cloud? Because taking your business on cloud has many advantages which are just unachievable with on-premise software. Few of the benefits of migrating to the cloud include:

1. Cost Savings

Cutting down on the costs is significant for any business. Migrating to cloud computing cuts out the excessive cost of hardware. It offers a subscription-based model which means you just pay for the services you use with the option of scalability. Also, the easy of setup and management takes away your worries. Moving to the cloud gives a complete transformation to your business.

2. Security

There’s always a fear of losing your data in some way. You might just lose your laptop with the business files and data at the airport but worry not when you have cloud computing on your side. With cloud computing migration, all your data is stored in the cloud. You have access to the data from anywhere and you can even remotely wipe the data from the lost or stolen laptops.

3. Mobility

The ability to work remotely has become the need of the hour as world is going mobile-centric . Migrating to cloud allows your employees to access business data and files from anywhere, anytime and from any device if it has access to the internet. This increases efficiency and productivity of your workers with added convenience.

4. Scalability

Businesses keep on changing and thus their needs. This makes the cloud’s ability to scale your resources up or down based on fluctuation in business size and needs a huge asset. As the model is pay-as-you-go based, you’ll never be paying for resources you don’t utilize. When you use servers for hosting, it becomes difficult to scale as it is both tedious and expensive.

5. Integration

Cloud computing provides a single platform for accessing, editing and sharing documents anytime, from anywhere. Your employees will be able to do more together, and do it better.  With the accessibility of all the applications, software, processes, and data on a single platform, you get full visibility of your collaborations.

6. Disaster Recovery

Businesses have piles of data – both online and offline. Having a backup is not only advisable but necessary. The cloud offers disaster recovery so that the tragedy of losing your data can be avoided. While businesses are understanding the importance of disaster recovery and site backup, small businesses face the dearth of finances and expertise for these processes. Cloud computing can help even small organizations to save time, avoid large investment and use third-party knowledge as part of the deal.

7. Easier updates and patches

Maintaining and keep the software updated is one of the most challenging tasks for the IT department. This takes much of their time and efforts. Migrating to cloud services means the servers are off-premise and on cloud. This removes the hassle of software maintenance because service provider takes care of them for you and roll out regular software updates.

Not moved to the cloud yet?

Allow cloud computing to make your business journey more efficient and cost-effective while keeping pace with technology. It has everything to offer for your business-from security to scalability to integration and mobility.
From ERP and CRM to Business Intelligence and Field Service, we have all the solutions cloud-based. Do you think your business needs these benefits? Contact us today for a FREE demo of any of our solutions. We are here to help with our Cloud Solutions!

Microsoft Dynamics NAV 2018: What’s new?

Microsoft Dynamics NAV is an end-to-end business management solution designed to help organizations create greater productivities and reorganize business processes. It empowers employees to respond quickly to changing business needs with intelligent insights – anywhere and on any device. Microsoft announced the general availability of Dynamics NAV 2018 on December 1, 2017.
Dynamics NAV 2018 offers a range of new feature as well as deeper interoperability across the Microsoft ecosystem. Most importantly, this latest version of Dynamics NAV is deeply integrated with Office 365 and includes built-in intelligence. This makes it easy to use, compliant to specific industry needs, and helps companies make better business decisions.
There are many new features in Dynamics NAV 2018 but here are a few developments you which stand out:

User Tasks

If you need to be reminded for some task, and share that reminder with others, User Task feature comes to your help. You can create tasks for yourself and assign tasks to others or vice-versa.  You can set reminders with a due date, priority level, start date, percentage for how much of the task is completed, and which other users are assigned to the task.

dynamics nav 2018_user tasks

Employee Ledger Entries

In general journal lines, there is a new account type and new balancing account type called ‘Employee’. Posting a general journal Line with Employee as account type or balancing account type will generate an employee ledger entry.  You can use this account type to post a payment to an employee. You can apply payments to an employee ledger entry either via the Applies-to Doc. No. field on the payment journal line or by choosing the Apply Entries action on the employee ledger entry.

dynamics nav 2018_employee ledger entries

Image Analyzer

The Image Analyzer extension uses powerful image analytics provided by the Computer Vision API for Microsoft Cognitive Services to detect attributes in the images that you add to items and contact persons, so you can easily review and assign them.

  • Contact persons: Recognize a person’s gender, or age.
  • Items: Identify attributes like type and color.

Image Analyzer suggests attributes based tags that the Computer Vision API finds with a confidence level.

dynamics nav 2018_image analyzer

Pre-Configured Excel Reports

With this pre-designed report feature, you can automate more of your Excel tasks. The Business Manager and Accountant Role Centers have a new option in the ribbon for Excel Templates. From the Excel Templates list, you can choose a preconfigured report such as balance sheet and income statement, that is ready to print from Excel.

dynamics nav 2018_excel reports

Updated integration with Dynamics 365 for Sales

With Dynamics NAV 2018, you can connect to your Dynamics 365 for Sales solution in a few easy steps. The assisted setup helps you synchronize your data across the two apps, including sales orders, item availability, units of measure, and currencies. The existing integration with the app formerly known as Dynamics CRM has been rebranded and simplified to work better out of the box.

dynamics nav 2018_d365 for sales
Power BI reporting
Dynamics NAV 2018 provides BI whenever and wherever you need it. The new Power BI reporting control makes your Power BI reports visible from within the most highly-used lists in Dynamics NAV. You can not only view Power BI reports you select, but can also interact and filter the reports by selecting records from the associated list page.

dynamics nav 2018_power bi reporting

Additional features include a more structured setup & extensions action, bulk post orders, invoices and credit memos, posting setup improvements and missing posting notifications, and much more. With the new and improved functionalities, Dynamics NAV 2018 is surely going to give you a better user-friendly experience.
Want to know more about the new Dynamics NAV? Let’s get connected.

ERP Implementation: Challenges and tips

Companies of all sizes are moving their businesses on ERP. They are understanding the importance of adopting paperless environment in this era of digital transformation. Implementing ERP in business is not always simple and easy. It takes much planning, preparation and changes. Many-a-times, ERP implementation isn’t successful not because of the software, but because of poor groundwork. Here are some of the likely ERP implementation challenges and tips on how to overcome them.

Plan in advance

Be sure and clear about your expectations from the ERP software. ERP has various features and it’s not always possible that every feature is important for your business. ERP software can be tailored to meet your company’s individual needs so if you are looking to overcome specific problems, determine how ERP will help you to do this. Ask questions to yourself if the ERP software you selected is the right choice or not.

Do your research

Several types of ERP software are available in the market. Some are for specific industries while some are generic. Some are cloud based while some are based on-premise. So, it can be confusing which one to choose based on your business. First understand your business needs and challenges and then decide upon a suitable ERP software. Also, make sure that the ERP provider you have chosen has an expertise in your industry.

Involve your employees

ERP implementation affects the whole business and thus, the employees. They are the end users of this software. ERP implementation can be successful only if people are ready to adapt the change. It is imperative that everyone is fully committed to the ERP implementation. Communicate with them and solve their queries. Involve managers in decision making too. This will help in easy adoption of ERP in your company.

Train your people

Once you have implemented the ERP software, the main challenge is to train its end users. They must be trained to operate the software and educated about embracing the new change. The success of new ERP system will be more effective if you train your employees via experts, videos, manuals, etc. Let them know the benefits of the new software and how it is likely to affect their core duties.

Do a Test Run

Even if the ERP is implemented without any hurdles, it is important to do a test run. This is to ensure that it will run smoothly and as expected when deployed. Testing will highlight the problems or issues, if any. This will help your team to be familiar with the new software and avoid the issues in the live system.
Investing in an ERP software is one of the best decisions by companies. Its benefits are many when implemented and trained right. So, be sure to take the time to choose the right ERP solution for your company.
If you are evaluating ERP solutions for your business, Microsoft Dynamics 365 is a popular choice. It is an all-in-one solution based on cloud and suitable for all type of industries. Get in touch with us and we can suggest what’s the best suitable solution for your business.

What is Microsoft Dynamics 365 for Finance and Operations, Enterprise edition?

Microsoft Dynamics 365 for Operations or Dynamics AX 7 is now referred to as Dynamics 365 for Finance and Operations, Enterprise edition. The idea is to bring multiple business operations under one umbrella and keep up-to-date with latest cloud technology trends. Dynamics 365 for Finance and Operations brings together a set of ERP, business intelligence, infrastructure, and database services in a single offering.

microsoft-dynamics-365-enterprise-operations-ax7

It is built on Microsoft Azure and provides businesses with functionalities that support their unique and ever-changing requirements.
The strategy for releasing Dynamics 365 product series is to make business solutions mobile first and cloud first. The standalone applications like Dynamics 365 for Talent, Dynamics 365 for Sales, and Dynamics 365 for Retail in addition to various enhancements make the new Dynamics 365 for Finance and Operations appealing.

The key features of Dynamics 365 for Finance and Operations, Enterprise edition are:

Improved cloud access and mobility

Businesses are going mobile as mobile devices are taking place of traditional office tools. Employees are using them to access and feed data from anywhere, check insights, offer sales quotes, and much more. Dynamics 365 for Finance and Operations includes various enhancements that improve cloud access and mobility. This, in turn, enables you to expand your business globally by migrating from private to public cloud whenever needed.

Microsoft Dynamics 365 for Finance and Operations_workspaces
Workspaces driving productivity

A workspace is a one-stop shop for a certain activity. Workspaces provide a 360-degree view of an activity so you don’t have to navigate to multiple lists. They can help answer specific questions such as are there any urgent cases that I need to attend to now? Are there any cases that are easy to solve, or are there any trouble cases? Workspaces provide insights so you could compare multiple sources of data, navigate by data and select what you want to act on. These also give you direct access to tasks for enhanced collaboration.

Workflows in business processes

Workflows are available throughout many different areas of the system. They help you manage your business process to route documents for review and approval. In Dynamics 365 for Finance and Operations, the term workflow is defined in two ways – as a system and as a business process. Workflow as a system provides functionality that you can use to create individual workflows or to automate business processes.  While workflow as a business process defines how a document flows through the system by displaying who must process and approve it.

Smart intelligence
Process-Analyzer-Power-BI-dashboard-available-in-Dynamics-365

Dynamics 365 for Finance and Operations uses in-memory BI. Thus, it gives you real-time operational insights for quick decision making. The real-time and reliable insights through Power BI enables you to find, sort, visualize, and use information easily. In addition, it helps you plan and anticipate customer needs using Azure machine learning capabilities.

Expand your Bottom Line

The latest update in Dynamics 365 for Finance and Operations marks the availability of many other features.  From embedded analytics, workspaces, new retail and HR experiences to improvised and simplified experience, Dynamics 365 brings together your data across your enterprise. Make improved and faster decisions to expand your bottom line with Dynamics 365.
For more details, contact us.

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