Archive for the ‘Dynamics 365’ category

e-invoicing in KSA and Dubai – does your system meet the requirements? Ask Synergy Software Systems.

July 16th, 2021

The Kingdom of Saudi Arabia (KSA). The Kingdom announced e-invoicing for resident companies, which was published on December 4, 2020. e-invoicing will become mandatory for tax payers from December 4, 2021.

The aims of the e-invoicing mandate are to provide more transparency, and enhance consumer protection and anothee benefit of e-invoicing implementation is the readability of the invoice formats

. Companies registered in Saudi Arabia should immediately start updating or changing their systems and processes to support issuance of e-invoices. This may be a little challenging. However, the key to successful implementation is to start early.

Note that Dubai has also announced similar legislation.

If you need to upgrade or change your system or to .add additional functionality to your systems to comply with the invoicing mandate then please contact us 009714336589

On this blessed occasion of Eid, we wish you and your family good health, wealth and prosperity. And don’t forget to take a reflection on you and your business this Summer.

Power apps new pricing from 1 Oct 2021

July 1st, 2021

Microsoft announced today pricing and licensing updates to Power Apps.

To make the platform more accessible, whether customers are getting started with a small number of users or deploying at scale across the organization, it is reducing the price of the Power Apps per user and per app plans.  Al, Power Apps per app plan entitlements will also be simplified.

The following Power Apps licensing changes will go into effect on October 1, 2021:

  • The Power Apps per user plan will be priced at $20 per user/month, a decrease from the previous price of $40 per user/month. The plan will be available across Microsoft’s commerce channels – Volume Licensing (VL), Cloud Solution Provider (CSP) and web direct – without license minimums or other purchase requirements. Plan entitlements remain unchanged, including the ability for users to run unlimited apps and portals.
  • The Power Apps per app plan will be priced at $5 per user/app/month, a decrease from the previous price of $10 per user/app/month. Like the per user plan, the per app plan will also be available across the same commerce channels without license minimums or other purchase requirements.

    Simplified entitlements for the per app plan will let users run one app or access one portal, in contrast with the current entitlement of two apps and one portal. This approach more directly aligns with the plan’s intent of providing flexibility for customers seeking to license users one app at a time. Customers with existing per app plan subscriptions purchased prior to Oct 1, 2021 will maintain the current entitlement for the duration of their agreement term.

In the interim prior to October 1, availability of the Power Apps limited time, promotional offers is being extended. Beginning today, July 1 and running through September 30, eligible customers interested in taking advantage of reduced pricing can select from these promotional offers: The Power Apps per user and per app plans are currently available for $12 per user/month (minimum purchase of 5,000 licenses) and $3 per user/app/month (minimum purchase of 200 licenses), respectively. Offer availability and other conditions may apply.

 Power Apps portals login capacity was also recently available at a reduced price for eligible customers purchasing large volumes of sessions. This includes the addition of limited time offers for capacity tier 4 (25,000+ logins/month) and tier 5 (100,000+ logins/month), which joined the existing offers available for capacity ranging from 100+ to 5,000+ logins/month. With these limited time offers, Power Apps portals login capacity is available for a price as low as $12 per unit/month for tier 5 capacity. Minimum unit quantities and other conditions may apply.

Synergy Microsoft Gold partnership

June 23rd, 2021

Our Microsoft Partner Network Gold competency membership has been confirmed again for the 15th time.

Quickly identify and fix your performance bottleneck

May 4th, 2021

Are you responsible for a busy SQL server, for example, the Finance Department’s systems, documentation management, CRM, BI, or a Web Server; perhaps a busy file and print server, or something else entirely.

Were you responsible for installing the application running the workload for your company? Is the workload business critical, i.e. TOO BIG TO FAIL?

Do users, or even worse, customers, complain about performance?

If you are responsible to keep the workloads running in your organization that would benefit from additional performance, please read on – even if you don’t consider yourself a “Techie”.

Windows and VMs are both factors of high latency that impacts performance.

Variables Affecting the Performance of the Applications

There are many variables that affect the performance of those applications. The slowest, i.e. the most restrictive of these is the “Bottleneck”. Think of water being poured from a bottle. The water can only flow as fast as the neck of the bottle, the ‘slowest’ part of the bottle.

In a computer hardware the bottleneck will almost always fit into one of the following categories:

  • CPU
  • DISK
  • MEMORY
  • NETWORK

With Windows, it is usually very easy to find out which one the bottleneck is in, and here is how to do it (like an IT Engineer):

  • To open Resource Monitor – click the Start menu, and type “resource monitor”, and press Enter. Microsoft includes this as part of the Windows operating system and it is already installed.
  • Notice the graphs in the right-hand pane. When your computer is running at peak load, or users are complaining about performance, which of the graphs are ‘maxing out’? This is a great indicator of where your workload’s bottleneck is to be found.
Resource monitor

What You Can Do to Improve Application Performance

Once you have identified your bottleneck – the slowest part of your ‘compute environment’ then, what can you do to improve it?

The traditional approach to solving computer performance issues is to throw bigger and more powerful hardware at the solution like an extra disk or a new laptop, or putting more RAM into your workstation, or on the more extreme end, buying new servers or expensive storage solutions.

How do you decide when it is appropriate to spend money on new or additional hardware, and when it isn’t. Well the obvious answer is; ‘when you can get the performance that you need’, with the existing hardware infrastructure that you have already bought.

You don’t replace your car, just because it needs a service or tuning?

Let’s take disk speed as an example. Look at the response time column in Resource Monitor. Open the monitor to full screen or large enough to see the data. On the Overview tab, open the Disk Activity section so that you can see the Response Time column.

Do it now on the computer you’re using to read this. (You didn’t close Resource Monitor yet, did you?) This shows the Disk Response Time, or , how long is the storage taking to read and write data? Of course, a slower disk speed = a slower performance, but what is considered a good disk speed or a bad speed?

Scott Lowe, has written a great post that you can read here…TechRepublic: Use Resource Monitor to monitor storage performance that perfectly describes what to expect from faster and slower Disk Response Times:

Response Time (ms). Disk response time in milliseconds. For this metric, a lower number is definitely better; in general, anything less than 10 ms is considered good performance. If you occasionally go beyond 10 ms, you should be okay, but if the system is consistently waiting more than 20 ms for response from the storage, then you may have a problem that needs attention, and it’s likely that users will notice performance degradation. At 50 ms and greater, the problem is serious.”

I hope when you check on your computer, the Disk Response Time is below 20 milliseconds. What about those other workloads that you were thinking about earlier. What’s the Disk Response Times on that busy SQL server, the CRM or BI platform, or those Windows servers that the users complain about?

Your Two Options

When the Disk Response Times are often higher than 20 milliseconds, and you need to improve the application performance, then it’s choice time and there are two main options:

  • Storage workload reduction software like DymaxIO™ fast data (Diskeeper®, SSDkeeper®, and V-locity® are now new DymaxIO fast data software). This tool will reduce Disk Storage Times by allowing much e of the data that your applications need to read, to come from a RAM cache, rather than be read slower disk storage. RAM is much faster than the media in your disk storage.
  • Contact us to trial this. You don’t even need to reboot.
  • If you have tried the DymaxIO software, and you still need faster disk access, then, it’s time to start getting quotations for new hardware. It does make sense though, to take a couple of minutes to install DymaxIO first, to see if that can be avoided. The software solution to remove storage inefficiencies is typically a much more cost-effective solution than having to buy hardware! A software solution to a software problem.

Improve Your Application Performance by Decreasing Disk Latency like an IT Engineer – call us to learn more 0097143365589

Snaplogic iPaaS now even better – ask Synergy Software Systems

April 29th, 2021

We’re excited to announce the ‘February 2021’ release of the SnapLogic Intelligent Integration Platform. In this release, there are a number of new Snap Packs: for Marketo and Hubspot. for Marketing Automation, for Microsoft Teams and Power BI for team communication and analytics rly, and OpenAPI to connect to any OpenAPI compliant endpoints.

There is also support for Azure Synapse analytics to our ELT capability. Platform enhancements include :

  • higher productivity through expanded Universal search,
  • platform notifications to Slack,
  • better reliability through Snaplex level scheduling, and more.

Hassle-free connectivity with NEW Snap Packs

New Snap Packs provide out-of-the-box connectivity to key enterprise endpoints.  For example the new Marketo and Hubspot Snap Packs allow you to connect seamlessly to these marketing automation systems. Easily manage marketing assets/campaigns or leads that enter your marketing funnel. While HubSpot Snap Pack supports CRUD (create, read, update, delete) operations, the Marketo Snap Pack allows you to do bulk operations on leads.

With these Snap Packs, quickly sync your assets and leads data across Marketing, Sales, and other functional areas and easily connect to event/survey applications such as Eventbrite, SurveyMonkey, or to Demand Generation tools such as Google Ads, Linkedin, and Analytics endpoints such as Microsoft Power BI and Tableau.

The  Microsoft Power BI Snap Pack is also new and allows you to connect your Power BI instance to hundreds of data sources to bring your data to life with live dashboards and reports. Visualize your data and share insights across teams or embed these in your app or website. The Snap Pack helps you to post, push datasets, read, and edit so that you can easily query data, create/bind entities, import files, and update entities.

For an organization that has a heavy investment in the Microsoft ecosystem, the next Snap Pack the new Microsoft Teams Snap Pack allows you to easily integrate your Microsoft Teams into your enterprise workflows for customers, employees, and teams. This Snap Pack supports accounts such as OAuth2 User, Application, and Dynamic accounts to adhere to your enterprise security standards. Use it to send messages, perform channel operations, and perform team operations. . 

Another key new Snap Pack with this release is the OpenAPI Snap Pack. Most API endpoints today adhere to the OpenAPI specification version 2 or 3. Leverage this Snap Pack to connect to any API endpoint with the published OpenAPI specification so that users can get all the needed documentation while they build their automated workflows. More efficiently connect to any generic endpoint without the need for specific Snaps.

Improved connectivity with other Snap Pack enhancements

Google Sheets Snap Pack now supports JSON based version 4 of the API rather than XML based version 3

Kafka Snap Pack updates now support reading/writing record headers and timestamps, provide option to choose one output document per batch. The later feature allows systems that don’t natively support streaming data to effectively work with Kafka messages by batching them together.

Amazon Redshift and Amazon SQS Snap Packs provide cross-account IAM support that allows organizations to trust and allocate roles with specific access privileges to specific groups or users.

Pushdown to any cloud data warehouse including Azure Synapse 

Over previous releases, Snaplogic has introduced ELT support for Snowflake, Redshift cloud data warehouses so that you can do both ETL and ELT on a single platform. The ELT support is extended to Azure Synapse with this release. With ELT for Azure Synapse, you can accelerate data loading into Azure Synapse to provide ultimate flexibility to transform data by use of all computing resources across SnapLogic and Azure Synpase, thus reducing TCO and enabling a faster time-to-value. 

With the SnapLogic platform yextract data from SaaS applications and databases with a vast number of Snaps. Once the data is in the staging area in Azure Cloud Storage, visually define data transformations, no need to write SQL. These visual transformations are converted into SQL statements and pushed to Azure Synapse for execution.

New features added to SnapLogic ELT make it easy to discover schema and SQL functions in the target cloud data warehouse. The platform provides suggestions for column names during LOAD, INSERT SELECT or MERGE INTO operations. The platform also provides SQL function suggestions when working with your target cloud data warehouse. To deal with large number of SQL functions various cloud data warehouses support, are grouped into different categories to simplify discovery.

Better Ease of Use and improved resiliency with the Platform Updates

The SnapLogic Intelligent Integration platform continues to evolve to make it easy for integration developers, whether they are technical or non-technical, to build and monitor integrations. 

Universal Search, as the name suggests helps you search everything related to SnapLogic, all from a single search box. With the February release, it now performs pipeline searches in addition to the searches in Community, Configured Snaps and Documentation. This is not just a simple text based search. The Iris AI integration assistant provides more relevant search results across generic content (in community and documentation) and specific content from your org (such as pipelines or configured Snaps that you have access to). T

Figure 1: Universal search now supports pipeline searches

To efficiently monitor your integrations use the platform notifications to Slack. Users then get notified via Slack for any notifications from SnapLogic platform such as Daily API Usage, Snaplex Congestion, CPU usage, user activity, in addition to email notifications. Send notifications either on Slack Channels or directly to users.

Figure 2: Configuring Notifications to Slack

Enable Snaplex levels scheduling for all the scheduled tasks. This update reduces the time difference between the scheduled time of task execution and the actual time of task execution. With this update, your scheduled tasks won’t be affected by network disruption of the control plane helping your reliably deliver data that advances business processes and delivers insights.

Business Central Wave 1 – now even better Ask Synergy Software Systems

April 15th, 2021

A recent Microsoft-commissioned IDC survey of small and mid-sized businesses (SMBs) across the globe, 60 percent of leaders indicated that 2021 will be spent on pivoting and focusing on recovery. They  stated that their top three business challenges are to increase their: business agility, productivity, and revenue.

A modern business management solution can help SMBs address these challenges. SMBs leaders struggle to find the time to create a digital transformation strategy. That’s where we can help.

Dynamics 365 Business Central helps SMBs to adapt faster, work smarter, and perform better

Dynamics 365 Business Central provides a connected, cloud hosted, business management solution for growing small and midmarket organizations.

Connected means that you bring together your finance, sales, service, and operations teams within a single application.  Reduce the costs of licensing and training in multiple systems and the challenges of integration reporting and data consistency.

Get the real time insights needed to drive your business forward and to adapt to rapidly changing business models :

  • Adapt faster—have a flexible platform to adopt technological change, and to adapt to economic and statutory changes with the insights needed to pivot quickly, shift business models, and cultivate strategic plans.
  • Work smarter—Stop app switching and boost productivity using interoperability with Microsoft Teams, Excel, Word, and Outlook.
  • Perform better—Enable better business performance with continuous process improvements, real-time insights, and responsiveness across your entire business—not just financials.

Adapt faster: Onboarding guidance

Pivoting quickly is only possible when you can get everyone across your company to adopt new business apps, processes, and models. To reach go-live is critical for all new business management solutions, but time to productivity for your people is the better measurement of success. The 2021 release wave 1 of Dynamics 365 Business Central, includes ‘getting started checklist’s, a welcome banner, and in-app contextual help with teaching tips to ensure your people can onboard and deliver results faster.

Work smarter: Better together on the Microsoft cloud

Microsoft is the only company that provides productivity, collaboration, development, AI, business intelligence, and business applications all within a single cloud. The result goes beyond the ability to support remote work, improve security, and control costs. By connecting Dynamics 365, Microsoft 365, and Power Platform you empower your organization to be more collaborative, more productive, and more impactful.

In the 2021 release wave 1, there is  improved interoperability with Microsoft Teams, Word, and Excel, along with enabling integration between Dynamics 365 Business Central virtual tables into Microsoft Dataverse solutions.

Additionally, there is now support for Universal Print to streamline the way companies manage printing from Dynamics 365 Business Central.

Perform better: Improved dimensions and expansion to more geographies

To optimize financial performance and drive continuous business process improvements the 2021 wave 1 release supports global expansion, with Dynamics 365 Business Central now also available in India, Greece, Romania, and Turkey.

Working with dimensions and general ledger entry corrections is enhanced. Ensure consistent and accurate dimension value attributes on operational and financial transactions and spend less time on corrections, close month end faster, with fewer audit queries, and clearer insights from your business data.

Learn more

This is just a glimpse of the latest innovations for Dynamics 365 Business Central. There are many other recent enhancements across banking, payments, performance, supply chain optimization, and usability.

To start your digital transformation with Microsoft Dynamics Business Central call Synergy Software Systems 0091743365589

Microsoft Dynamics 365 and Power Platform 2021 Release Wave 1 – ask Synergy Software Systems.

April 12th, 2021

Microsoft Dynamics 365 follows a continuous release cycle, which means that updates are automatically applied to Dynamics 365 Online environments. Throughout the year, there are ongoing minor updates for bug fixes and performance improvements that happen in the background. There a two major releases every year: Wave 1 in April and Wave 2 in October.

The 2021 Wave 1 Release will affect Dynamics 365 and Power Platform customers. This update does not apply to on-premise customers.

Key features coming to Dynamics 365 and the Power Platform

Microsoft Dynamics 365 Sales

  • An intuitive mobile experience that offers quick and easy access to information, in real-time.
  • Collaboration with Microsoft Teams – Create activities or notes on a Dynamics 365 record from the context of a Microsoft Teams message, Access contextual list of Microsoft Teams channel and chats from within Dynamics 365, Engage in a Microsoft Teams chat from within Dynamics 365
  • Seller KPIs and manager dashboards
  • New pipeline manager workspace
  • Improvements to forecasting and predictive scoring

Read more: https://docs.microsoft.com/en-gb/dynamics365-release-plan/2021wave1/sales/dynamics365-sales/planned-features

Microsoft Dynamics 365 Marketing

  • New set of built-in analytics dashboards and cross-journey insights to improve results and achieve business goals
  • Revamped email editor, bringing a completely new way of creating engaging and relevant content
  • More channels, power, and ease to reach your customers with the right messages – Deliver push notifications to any Android or iOS app, Create and send SMS messages to any mobile phone, Search and manage your digital assets with a new centralised asset library
  • Deeper personalisation to engage your customers – Participant engagement-based communication for online events powered by Microsoft Teams, Use customer journeys to target leads in addition to contacts

Read more: https://docs.microsoft.com/en-gb/dynamics365-release-plan/2021wave1/marketing/dynamics365-marketing/planned-features

Microsoft Dynamics 365 Customer Service

  • Customer Service workspace – an omnichannel, multisession, multi-app experience that supports intelligent work classification and enhanced routing capabilities
  • Collaborate with organisational contacts within Dynamics 365 using Microsoft Teams
  • Improved embedded analytics for customer service managers
  • Enhanced Knowledge management
  • Improved user experience through email

Read more: https://docs.microsoft.com/en-gb/dynamics365-release-plan/2021wave1/service/dynamics365-customer-service/planned-features

Microsoft Dynamics 365 Customer Voice

  • Pause and resume survey
  • Survey reminders
  • Auto prefill answer
  • Integration with Dynamics 365 Marketing Customer Journey
  • Personalise survey
  • Over-survey management

Find out our top 10 new features coming to Customer Voice: https://www.pragmatiqsolutions.co.uk/blog/new-releases/new-features-coming-soon-to-dynamics-365-customer-voice/

Read more: https://docs.microsoft.com/en-gb/dynamics365-release-plan/2021wave1/customer-voice/dynamics365-customer-voice/planned-features

Power BI

  • Quick create
  • Sharing links for Power BI reports
  • Data lineage, impact, and API enhancements

Read more: https://docs.microsoft.com/en-gb/power-platform-release-plan/2021wave1/power-bi/planned-features

Power Apps

  • Improved apps discovery and selection in Power Apps mobile
  • Model-driven app adds in-app notifications
  • Improved navigation in model-driven apps
  • Enabling remote work with deep integration to Microsoft Teams
  • Export documents to PDF from a canvas app
  • Duplicate detection Unified Interface experience

Read more: https://docs.microsoft.com/en-gb/power-platform-release-plan/2021wave1/power-apps/planned-features

Power Apps Portals

  • Use Power Apps Portals Studio and Portal Management app to configure Power Apps portals.
  • Unlock advanced Portal customisations using professional developer capabilities and familiar toolsets

Read more: https://docs.microsoft.com/en-gb/power-platform-release-plan/2021wave1/power-apps-portals/planned-features

Power Automate

  • Trigger flows when a Microsoft Dataverse action is called
  • Search records in Microsoft Dataverse using relevance search
  • Manage solution-based flows
  • Improved onboarding experiences for new users
  • Connect to desktop flows without the on-premises data gateway
  • Power Automate Desktop inclusion with Windows

Read more: https://docs.microsoft.com/en-gb/power-platform-release-plan/2021wave1/power-automate/planned-featureContact UsNN

Microsoft 365 apps and services will no longer support IE 11

February 3rd, 2021

Last August Microsoft announced that Microsoft 365 apps and services will no longer support Internet Explorer 11 (IE 11) by August 2021

Since November 30, 2020, the Microsoft Teams web app no longer supports IE 11.
To access Microsoft Teams, use the desktop app or a supported modern browser like the new Microsoft Edge.

Beginning August 17, 2021, the remaining Microsoft 365 apps and services will no longer support IE 11.
This means that after the above dates, customers will either be unable to connect to Microsoft 365 apps and services on IE 11 or have a degraded experience – new Microsoft 365 features will not be available or certain features may cease to work when accessing the app or service via IE 11.
This change will be difficult for some users,

Customers have been using IE 11 since 2013 when the online environment was much less sophisticated than the landscape today. Since then, open web standards and newer browsers—like the new Microsoft Edge—have enabled better, more innovative online experiences.

Respecting investments in IE 11 web apps
IE 11 isn’t going away1and customers’ own legacy IE 11 apps and investments will continue to work. Customers may have made business-critical investments in IE 11 legacy apps and those apps are still functioning. While bridging between modern and legacy apps, many customers may have no choice but to rely on a two-browser workaround of using IE 11 alongside a modern browser. However, with the new Microsoft Edge and Internet Explorer mode, customers don’t need an awkward workaround of one browser for some app,s and another for other apps. They can standardize on one browser and seamlessly experience the best of the modern web in one tab while accessing a business-critical legacy IE 11 app in another tab – all housed within the new Microsoft Edge.

With native integration in Microsoft management, security, and productivity tools, we recommend the new Microsoft Edge to address customers’ compatibility and secure remote work needs. Microsoft Edge has SmartScreen built-in and has the highest-rated phishing and malware protection as measured by two independent studies. We will Microsoft engineers are ready to help customers in case they run into compatibility issues. For more information, see the ‘Help is available’ section below.

Note: Using Internet Explorer mode in the new Microsoft Edge will not help to extend IE 11 access to Microsoft 365 apps and services beyond the dates listed above. Microsoft 365 apps and services will stop supporting IE 11 on the dates listed.

Microsoft Edge Legacy makes way for the new Microsoft Edge
The new Microsoft Edge is a browser built on the Chromium open source engine with the latest in Microsoft enterprise capabilities. Since its release in January 2020, millions of users have upgraded their home and work browsers to the new Microsoft Edge. Additionally, new devices and future Windows feature updates (starting with Windows 10, version 20H2) will contain the new Microsoft Edge.

Microsoft is ending support for the Microsoft Edge Legacy desktop app on March 9, 2021.
After March 9, 2021, the Microsoft Edge Legacy desktop app will not receive new security updates.

We recommend that customers first read the detailed Microsoft article about how to plan for deployment. The article guides customers through key questions and offers a path forward for major steps in the transition to the new Microsoft Edge.

Next, customers determine what type of support you may need..
Customers with Microsoft Unified Support can reach out to Microsoft for t hat support service for help transitioning to the new Microsoft Edge.

Microsoft FastTrack is available at no additional charge to customers with 150 or more paid seats of Windows 10 Enterprise. To get started, submit a Request for Assistance through the FastTrack site.

For those customers who prefer to get started on their own, there are self-guided deployment and configuration materials, complete with a series from Microsoft Mechanics, ready on our Docs site.

App Assure
It is natural for customers to be concerned about compatibility when it comes to business-critical apps and sites.. The App Assure promise is this: if customers’ web apps and sites work on IE 11, supported versions of Google Chrome, or any version of Microsoft Edge (including Microsoft Edge Legacy), those web apps and sites should work on the new Microsoft Edge.

If not, then they can contact App Assure for remediation support here or by email (ACHELP@microsoft.com).

Assistance is provided in Traditional Chinese and Simplified Chinese (support specialists speak Mandarin only), English, French, German, Italian, Japanese, Korean, Portuguese (Brazil), and Spanish.

To learn more about the new Microsoft Edge, customers can view the How to Get Started End User Guide.
( Internet Explorer 11 is a component of the Windows operating system and follows the Lifecycle Policy for the product on which it is installed.)

The New Dynamics 365 Project Operations – ask Synergy Software Systems, Dubai

January 16th, 2021

Almost a year ago, Muhammad Alam, Corporate Vice President Dynamics 365, shared the vision for a better product for project and service based businesses and industries. In March, Gurkan Salk was named the new General Manager for Project Operations at Microsoft.

Users of Dynamics 365 Project Operations often ask for a better way to collaborate in Microsoft Teams, and a new app experience has now arrived. (December 2020)

There are many ways in which Teams can be used to boost collaboration and efficiency while reducing reliance on email.
Add the Dynamics 365 App to Teams and use Project Operations inside Teams.
There is no need to step out of Teams for anything related to Dynamics work.
This app in general is for all the Dynamics 365 apps built upon Dataverse and the Power Platform, be it the Sales app, Customer Service, Project Operations, or others.
The benefit of working with Project Operation within Teams is the improved collaboration as project execution is in process. Many of the workflows of a typical project require constant email correspondence. That work can now be done via Teams, keeping inboxes clean and ensuring the right people stay informed.

D365 Supply Chain Management: Customer Portal is Available

January 13th, 2021

D365 Supply Chain Management: Customer Portal is now in Generally Available.

The Customer portal acts as a starting point for organizations to use Power Apps portals to build an externally facing website that uses data from their Supply Chain Management installation. It helps organizations connect dual-write, Supply Chain Management, and Power Apps portals.

What is the Customer portal?
Modern supply chain systems rely on integration. They require that inventory, customer demand, and sales departments be integrated instead of residing in separate silos. The Customer portal helps organizations that run Microsoft Dynamics 365 Supply Chain Management enhance this integration and more effectively keep their customers informed.
The Customer portal template has all the customization capabilities that the portals feature of Power Apps offers. The template can easily be modified to represent the company’s brand, add increased functionality, and change the user experience. All the functionality that the template offers out of the box can be modified as desired.By itself, the template isn’t expected to be completely functional. It just serves as an enabler for customers who want to create an externally facing website so that enterprise customers can engage with data from Supply Chain Management.

The Customer portal documentation is directed at admins, customizers, and system integrators who will set up the Customer portal for a Supply Chain Management installation. It uses the terms customer and user to describe people who are customers of the organization that is running Supply Chain Management, and who will use the final portal itself.

Who should use it?
The Customer portal is designed for companies that run Supply Chain Management and have these characteristics:
• They want to build an externally facing website that communicates order processing information (such as order status or account information) directly from their Supply Chain Management system to their enterprise customers.
• They are transitioning from Dynamics AX 2012 to Supply Chain Management and previously used the AX 2012 Customer self-service portal.
The following types of organizations are not good candidates for implementing the Customer portal:
• Companies that want to build a website for non-enterprise customers. These companies should consider creating a Dynamics 365 Commerce e-commerce website.
• Companies that are already using an existing Power Apps portals website for a similar purpose. These companies won’t receive any additional benefits from the Customer portal. The Customer portal is delivered as a template that acts as a guide and a starting point for customers who want to “connect the dots” between dual-write, Supply Chain Management, and Power Apps portals.

If you’ve already set up a website that serves this purpose, then you might not gain much value from using the Customer portal template to re-provision that website.

The Customer portal is provided as a Power Apps portals template. It depends on Power Apps portals and dual-write.

Power Apps portals is a feature that lets users create an externally facing website into which people from outside the organization can sign in . Little to no coding is required to make portals. The Customer portal is one of many Dynamics 365 portal templates that are available from Microsoft.

Dual-write is an out-of-box infrastructure product that provides near-real-time interaction between customer engagements apps and Finance and Operations apps. Dual-write provides bidirectional integration between Finance and Operations apps and Microsoft Dataverse. Therefore, it provides an integrated user experience across the apps. The Customer portal depends on tables that are synced with dual-write. Before data from Supply Chain Management can be surfaced in the Customer portal, dual-write must be enabled for all the appropriate tables.

(The Common Data Service was renamed to Microsoft Dataverse in November 2020)