Microsoft Flow And PowerApps

With the advanced development of the Microsoft product world, the opportunities to connect individual services and solutions are also increasing more and more. For example, Microsoft Flow simplifies the workflows between preferentially used cloud-based apps and services. Additionally own apps can be generated, adapted and shared with other users by PowerApps.

By Microsoft Flow, users are able to set up automated workflows between their preferred services and apps, to synchronise files, to collect data and to receive messages accordingly. Templates are already contained in Flow for this purpose; however, the user is also free to create his own workflows that correspond to his own work processes and process requirements. Essentially, Microsoft Flow includes the following features:

  • Delivery of a message as soon as a folder or file has been updated.
  • Automatic collection and organisation of business data.
  • Continuous synchronisation of data so that all folders are always up-to-date.
  • Automation of approvals, e.g. by means of immediate messages via e-mail, Yammer or Twitter.

By connecting the various apps and services, automatic workflows, for example, can be created between Microsoft Dynamics NAV, Office 365, SharePoint, Outlook, Dynamics 365, Yammer and many other applications. In concrete use cases, for example, e-mail attachments could be saved in a SharePoint library, automatic Yammer postings could be created when a new CRM sales opportunity is created, important Outlook e-mails could be copied into OneNote, Dynamics CRM leads could be created from Excel tables, and much more. The interactions between the individual applications are almost unlimited. You can see an example of the creation of a workflow with data from Dynamics NAV 2017 in the following video:

Video Microsoft Flow

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IT-Expo 2017 at Zurich: prisma informatik presents user-friendly Self-Service BI with Qlik

IT-ExpoOn April 5th and 6th the IT-Expo opens its doors in Zurich. prisma informatik will be exhibiting at the Swiss Fair for Business Software, Security and Document Solutions.

The IT-Expo at Zurich is regarded as the leading trade fair for IT industry in Switzerland. In addition to the exhibition, it offers a comprehensive lecture program, panel discussions and practical examples. Parallel to IT-Expo, additional trade fairs in the fields of online and dialogue marketing, e-business and human resource management take place, which gives visitors the opportunity to dive into various aspects of digitalization.

As a certified Qlik partner, prisma informatik offers comprehensive insights into the world of Self-Service BI and Visual Analytics with Qlik products – especially in connection with the ERP system Microsoft Dynamics NAV – to visitors of the IT-Expo. With the intuitive QlikView and Qlik Sense solutions and their link to various data sources (e.g. ERP and CRM systems) the relationships between the connected data can be examined particularly well and can be used, for example, for future business decisions. Even in complex ERP environments with individualized structures, the Qlik solutions can be integrated permanently. The integration of Qlik and Dynamics NAV is realized very quick and easy thanks to the certified NAVdiscovery Toolbox from prisma informatik. In addition, each other data source (e.g. Microsoft Dynamics CRM) can be linked to QlikView and Qlik Sense via NAVdiscovery.

For further information on the successful use of Self-Service BI and our products and solutions, refer to our press release or meet us on April 5th or 6th, 2017 at the IT-Expo at Zurich, booth C.19 in hall 1. To arrange a personal meeting please call +49 911 23980550.

Dynamics 365 for Financials: No New Dynamics NAV

In November last year, Microsoft launched its new cloud-based solution Dynamics 365 on the North American market. Release in four more European countries is planned for this year. The Business Edition of the product, which includes Dynamics 365 for Financials (Project Madeira), is based on Dynamics NAV, but varies from the ERP system in many aspects.

Microsoft Dynamics 365
Source: Microsoft

Although Dynamics 365 for Financials includes some of the functions of Dynamics NAV, it is not meant to and will not replace it – Dynamics NAV will be developed further in future as well. Unlike the latter, which can be run on-premise, via a private cloud or Microsoft Azure, Dynamics 365 for Financials is a purely cloud-based solution. Since the features of the platform are reduced mainly to basic functionalities of the financial accounting areas, sales and purchasing, it is particularly suitable for small and medium-sized organisations. The simplified functional scope, the high user-friendliness of the intuitive application, as well as assistants and tutorials ensure comfortable acclimatisation and quick understanding in Dynamics 365 for Financials – especially for beginners. Dynamics NAV, on the other hand, comes up with far more extensive processes and additional modules (e.g. assets, production, service and project module), but is also more complex in use.

Comfortable platform expansion via apps and extensions

The flexible cloud platform Dynamics 365 for Financials enables to put the entire system individually together for oneself from various business apps and to adapt it to the requirements of the company, the industry or the role of the user. The corresponding applications can be obtained via Microsoft AppSource and can be supplied and used independently of each other.

For example, you can start with a few fundamental apps and add more as needs rise. The solution deployed includes only functionalities that are actually required in day-to-day operations. Thanks to this flexibility of Dynamics 365 for Financials and the opportunity to implement changes and expansions even without the help of the IT department, it is possible to react quickly and easily to the constantly changing market or company conditions.

Starting with the current 2017 version, the classic Dynamics NAV can also be expanded conveniently thanks to the extensions available. In addition, basic objects in NAV can be changed directly, thus allowing even the most customised adjustments. Updating the respective additional modules in Dynamics 365 for Financials and Dynamics NAV has different levels of difficulty. While Microsoft updates the applications acquired via the AppSource along with the basic application on a monthly basis automatically, extensions installed and basic objects adjusted in Dynamics NAV must always be migrated separately in the event of an update.

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prisma informatik at the CeBIT 2017

prisma informatik at the CeBIT 2017At the end of March, visitors from all over the world will meet again at the CeBIT in Hanover. prisma informatik will present its certified BI and ERP solutions at the global event for digital business with Microsoft Dynamics NAV, QlikView and Qlik Sense once more.

Under the major topic “d!conomy – no limits”,  the CeBIT 2017 (March, 20th through 24th) is dominated by the latest technologies and their impact on society. In 2017 Japan has been announced as the official partner country.

At booth E16 in hall 5 prisma informatik will be showing how a company can boost its dormant information potential easily via Microsoft Dynamics – by the certified NAVdiscovery Toolbox. It links the BI products QlikView and Qlik Sense with Microsoft Dynamics NAV or each other data source (e.g. Dynamics CRM), enabling users to analyze data by themselves easily, with minimal technical preparation and without the support of the IT department. Based upon the individual issues, the systematic evaluation of business data can provide companies with a range of important insights in order to assess business opportunities and financial risks better.

We will be presenting our products and solutions from March, 20th through 24th at the CeBIT in Hanover, booth E16 in hall 5. Here visitors can also generally find out about the versatile possibilities of Self-Service BI, Data Discovery and Visual Analytics. For a personal appointment please call +49 911 23980550.

Microsoft Dynamics NAV 2017 – Extensions

Since the publication of Dynamics NAV 2017, the NAV environment has been comprehensively expandable with additional modules or extensions. Partner solutions will also be made more and more available as extensions in future.

The extensions “PayPal Payments Standard” and “Sales and Inventory Forecast” are already included in Dynamics NAV 2017. The former can insert a PayPal payment link into the invoice document and the latter uses Cortana Intelligence for the targeted analysis of corporate data as well as for the subsequent creation of meaningful forecasts – calculated by means of p0werful machine learning. In Dynamics 365 for Financials, further modules can be installed directly via Microsoft AppSource. For Dynamics NAV, partners have the possibility to make the solutions available as a NAVX package to be installed locally.

NAV 2017 - Extensions
NAV 2017 – Extensions

As an additional layer, extensions contain all object changes, new objects and rights and can also include .NET add-ins and initial data, for example for set-up tables. This layer can be installed and activated without restarting the service tier. The service tier changes all relevant SQL tables upon activation and shows the extensions to the user.

The objective is to simplify the entire update process. The basic system can be updated and the extension layer is automatically also updated by the service tier. You can always stay up-to-date without dispensing individualisations, as long as the basic system maintains all references for the additional layer.

The enlargements of extensions are available in the developer environment both in the debugger and in the code coverage. It is also possible to remove extensions again residue-free. Thereby, all additional fields and table data will be removed.

QlikView vs. Power BI

QlikView vs. Power BIThe products of provider Qlik have been among the market-leading solutions in the business intelligence sphere for years. With its analysis software Power BI, Microsoft would like to establish itself on the BI market as well. However, the product that is best suited to a company depends on the respective requirements placed to the tool. Qlik products and Power BI both come up with various advantages and disadvantages.

Although both solutions offer extensive opportunities for data assessment and generation of screenshots and dashboards, a closer look shows that there are significant differences.

Easy integration into the Microsoft environment

One of Power BI’s biggest strengths is its easy integration with other Microsoft products such as Dynamics NAV, Office 365 or SQL Server. If a company already works in a Microsoft environment, the necessary data sources (e.g. Excel tables or NAV data) can be connected particularly quickly and easily. In case of QlikView or Qlik Sense, integration with a source system such as Dynamics NAV is just as simple. The products also assimilate seamlessly into the Microsoft product portfolio. A connector such as prisma’s NAVdiscovery Toolbox can provide particular comfort while performing the connection.

Business Intelligence in the cloud – good or bad?

One should not be misled by the names given to the Power BI products. For instance, although there is a “Power BI Desktop”, this program edition is not suitable for professional use at companies due to its limitations with regard to deployment to other users and in capacity (1 GB). Rather, as a designer program, it can be used to create the assessments locally and publish them on Power BI, which is integrated in Office 365. Power BI is a purely cloud-based product and even the data to be analysed must be held available in a cloud storage space. However, the cloud-based technology of Power BI also gives rise to some advantages. For example, screenshots and dashboards created via the software’s mobile app can be shown directly on a mobile end device, allowing field service employees always to be kept up-to-date with the data.

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Microsoft Dynamics NAV 2017 – Optimised CRM Integration

With Dynamics NAV 2017, Microsoft continues the improvement of CRM integration and user experience. In addition to the simplification of the setup process, the latest version of the ERP system also offers improvements in CRM use on the smartphone.

For instance, the basic CRM functions of the previous version have been fundamentally revised and expanded. With the linking of Dynamics NAV 2017 and Dynamics 365 for Sales (previously Dynamics CRM Online), for example, the user is now supported by a new assistant that leads him conveniently through setup and ensures seamless linking of Dynamics NAV and Dynamics 365 for Sales data. Moreover, by means of mapping and synchronisation it can be ensured that the data (e.g. prices and articles) in Dynamics 365 for Sales will always have the most current NAV status.

Mobile working with the CRM module within Dynamics NAV is also now even more pleasant thanks to Dynamics NAV 2017. For instance, customer relationships can be maintained more effectively in future from smartphones and some of the newly introduced expansions of the CRM role center can also be used on a mobile basis. The special CRM for smartphones includes contact management, various interactions and sales opportunities. In addition, all e-mails of the exchange server that belong to a contact can be journalized in Dynamics NAV.

Optimised CRM Integration on Smartphones
Optimised CRM Integration on Smartphones

Microsoft Dynamics NAV 2017 – improving the user experience

In addition to numerous functional innovations offered by the new version of the ERP system, many of the enhancements in Dynamics NAV 2017 also contribute to a more pleasant user experience. Highlights are the new smart notifications as well as a few improvements to the Web Client.

Users can now gain more benefit from non-invasive, intelligent messaging on their user interface that accompanies them through relevant work processes on a context-dependent basis. That means that the user receives information about certain situations and workflows without being disrupted or even blocked in the continuation of his current actions or tasks. This type of messaging supports new, less experienced users in particular in carrying out tasks intuitively without disrupting their workflow.

Smart notifications in Dynamics NAV 2017
Smart notifications in Dynamics NAV 2017

The messages appear at the top edge of the page in a messaging bar – with several notices at the same time in chronological order. The user can then decide whether he wants to discard the communication or choose one of the action options shown.

Improved user experience in the Web Client

The Web Client has also become a first-class client for desktop users. It meets the requirements of most users of an organisation, whether PC or Mac users. Thanks to the continuation of the improvements of Dynamics NAV 2016 with regard to simplicity, productivity and performance, Dynamics NAV 2017 optimises this experience even further – especially for first time users.

For example, new users can use assistants to learn new concepts, be guided by setups and installations or facilitate data input. In addition, revised tool tips display information and help on many fields and actions while the corresponding processes are worked on to the user. Moreover, the use of familiar function keys also helps to optimise workflows. For example, “ESC” can be pressed to end a page immediately or “F5” can be pressed to update data in the browser without having to reload the page completely.

In addition to the features described, Dynamics NAV 2017 also offers other improvements, such as the tap and hold action, brick layout and an optimised performance. It also supports more FactBoxes, iOS 9 and 10, Windows 10 Mobile and iPad Pro and offers much more.

Microsoft Dynamics NAV 2017 – Attributes, Categories and Illustrated Item List

The current ERP release from Microsoft, Dynamics NAV 2017, includes several new features that make daily work significantly easier. Extremely useful functions are the new item attributes and categories, as well as an illustrated range overview.

Dynamics NAV 2017 gives the possibility to define own product attributes (e.g. colour or size) and assign them to the corresponding item, so the user is able to refine and structure his article range much more better. Therefore, depending on individual requirements, any number of attributes can be logged and used, even multiple allocations are no problem. Assigning the respective attributes helps the user to filter items based on their attributes, and to find and organize them more easily within the range. The well-arranged item structure makes product registration and the addition of items to sales orders easier.

Definition and allocation of attributes in Dynamics NAV 2017
Definition and allocation of attributes in Dynamics NAV 2017

 

Filtering of attributes in Dynamics NAV 2017
Filtering of attributes in Dynamics NAV 2017

Product categories also ensure a better hierarchical structuring of the items. While the previous version of the ERP system only offered one main and one hierarchical level, the Dynamics NAV 2017 version will enable multiple hierarchy levels to be added to the main hierarchy level, which can be defined specifically and in multiple languages. Items can be accordingly allocated to the respective categories. Finally, they will automatically inherit the attributes allocated to the category with and without values, which in turn ensures consistency across related items, saving considerable amounts of time during allocation.

Allocation of item categories in Dynamics NAV 2017
Allocation of item categories in Dynamics NAV 2017

In Dynamics NAV, the opportunity to equip items with suitable images enables a visually appealing illustration of the product range. Since the launch of the 2017 version, these can be displayed in different sizes within the item list, ensuring a particularly clear presentation, as can be found in online shops. The user is able to allocate the items better, saving time searching for certain products.

Item images in Dynamics NAV 2017
Item images in Dynamics NAV 2017

 

Merry Christmas and a Happy New Year

Merry ChristmasIt’s hard to believe – in a few days this year will already come to an end. The team of prisma informatik wishes you peaceful holidays and starts into a short Christmas break.

Christmas is just around the corner – time to rest the work and look back on the exciting months lying behind us. For prisma informatik, 2016 has been a very special year, which was capped by our companies’ 10th anniversary and the opening of a further office in Isny ​​(Allgäu region).

We hope you had a successful year and would like to wish all our customers and business partners a Merry Christmas and a good start into a healthy new year. We say thank you for the good cooperation and your trust, looking forward to master new challenges and goals at your side in 2017.

Instead of the usual Christmas gifts, we donated to various social projects in Nuremberg this year.

See you in 2017

prisma informatik