Archive for the ‘Power Apps’ category

Why Dynamics 365 Finance and Operations technology makes a difference.

December 7th, 2022

Microsoft has invested billions of dollars into Dynamics 365 technology and security, which has produced many great new features.

When you move to the cloud, everyone is maintained on the same version, and you will always be in lockstep with Microsoft updates. You can be proactive and flexible in promoting those upgrades into your production environment to enhance your user experience.

Your integrations will become extensions-based, rather than relying on over-layering. This will give you several benefits because Extensions make rolling updates much easier

  • Easier to apply new releases, updates, and hotfixes without affecting customization
  • ISVs provide new releases quicker
  • Reduce the cost and effort involved with an upgrade
  • – all of this without impacting the core code of your environment

We understand why some businesses are hesitant to move to the cloud, but from our view, the benefits outweigh the risk. Microsoft has invested heavily in Azure. It is built on the latest hardware, has 24-7 monitoring year-round, and is consistently updated.

With this move, you will have peace of mind not having to worry about the hardware, energy, labour costs and work associated with backup and disaster recovery. While many businesses feel they have control over their on-site servers, this can lead to a false sense of security. Cyber threats are prevalent and getting faster and more sophisticated. Whether a business has on-site servers with a backup plan or not, many simply aren’t prepared for the worst-case scenario unless they have a large internal IT team or pay for a costly third-party IT service.

Microsoft recognizes this and has over 3,500 Azure cybersecurity professionals working to protect its cloud and has invested in it to the tune of over $1 billion annually. Simply put, upgrading takes that load off your shoulders and puts it onto a specially trained Microsoft team.

Azure also has thousands of connectors, and a Dataverse ( Common data model) to integrate non-Microsoft systems with your Dynamics 365 Finance and Operations environment.

One of the greatest benefits of upgrading is you can create low/no-code applications using the Power Platform. Power BI, PowerApps, Power Automate, and the Dataverse combine to form the Power Platform, a program that integrates seamlessly with Dynamics 365 solutions.

It lets you compile, design, and publish your data very easily into visually appealing reports and dashboards that can be used internally and externally and published to workspaces or organizational/public-facing apps.

Create apps for your team to have the information they need to work from wherever they are, on whatever device they use..

One of the best features of the Power Platform is that data changes synchronise across your system. For example, go into a system to update a client’s contact information, and that change will update in all your connected systems.

Power BI is a cloud-based analytics tool that gives you a single visual view of your most critical business data. You can create reports on the health of your business, dashboards displaying critical numbers and figures that help your staff work, and rich and interactive visualizations. It is easy to use and integrates seamlessly with Dynamics 365 technologies. There are out of the box embedded dashboards and Synergy has created many client specific dashboards.

Time to move to Dynamics 365 Finance and Operations with Synergy Software Systems

December 7th, 2022

No more Dynamics Ax support

Most versions of Dynamics AX are off both Mainstream and Extended Support, which means they have no access to new features, and will not get fixes for either non-security or security issues, and cannot reach out to Microsoft for one-on-one support.

AX 2012 R3 is on extended support, but that support cycle will end on January 10, 2023. Extended support means you still get security fixes. However, you have no access to new features, and need to pay an annual fee plus a per-incident charge for non-security fixes and access to support.

AX TO FO 2 SUPPORT LIFECYCLE

From January 2023, all Dynamics AX customers will be on their own for Microsoft core code and security threats, or for issues about compatibility with database or operating system changes. It’s essential to have a proven partner to support local builds and customisations and to help explain and manage the upgrade process.

That’s why if you have not already moved to Dynamics 365 Finance and Operations then time has run out. Urgent action is advised. It takes time to review options, to understand the different licences, the many new features, the new technology platform, and to mobilise resources and to reimplement an enterprise company.

Dynamics 365 Business Central 2022 release wave 2 – ask Synergy Software Systems

October 6th, 2022

This covers the new functionalities planned to be delivered to market from October 2022 to March 2023. 

Updates in 2022 release wave 2 include:

  • Seamless service: No matter the industry type of a small or midsized business (SMB), business users expect a dependable service and platform that they can run their business on.
  • Administration: Business Central delivers a set of features for better and improved communication about the health of each environment.
  • Application: Improve integration with Shopify. The finance and supply chain capabilities in Business Central are improved with several optimizations and enhancements so that users can run their business processes more efficiently.
  • Better with Microsoft 365: Improved the efficiency of collaborative business processes in Microsoft Teams. Users can pin cards inside Teams, and delegated admins can now use the Excel add-in.
  • Country and regional: In 2022 release wave 2, Business Central is generally available in more countries and regions.
  • Onboarding: Organizations can get to productive usage faster because it’s easier to discover and install apps.
  • Development tools: Now entirely Visual Studio Code
  • Power Platform: More efficient automation with Power Automate so that users can set up workflows for the specific needs of their organization.
  • This release wave contains features that must be enabled or configured by administrators, makers, or business analysts to be available for their users. For the complete list, look for all features tagged “Users by admins, makers, or analysts” in the release plan.

FUNCTIONAL ENHANCEMENTS

FeatureEnabled forPublic previewGeneral availability
Better bank reconciliation for checks and improved reportingUsers, automatically Sep 1, 2022Oct 2022
Extended text functionality for VAT clausesUsers, automatically Sep 1, 2022Oct 2022
Financial reporting replaces account schedulesUsers, automatically Sep 1, 2022Oct 2022
Find posted and non-posted document lines in searchUsers, automatically Sep 1, 2022Oct 2022
Flexible sorting in the Planning Worksheet pageUsers, automatically Sep 1, 2022Oct 2022
Make entry of variant codes requiredUsers by admins, makers, or analysts Sep 1, 2022Oct 2022
Post item charges for each step of the processUsers, automatically Sep 1, 2022Oct 2022
Service – minor improvementsUsers, automatically Sep 1, 2022Oct 2022
Simpler Shopify connectionUsers, automatically Sep 1, 2022Oct 2022
Track items that are used in projects, including picksUsers, automatically Sep 1, 2022Oct 2022
New VAT Date field on documents and entriesUsers, automaticallyOct 2022Oct 2022
Set up data exchange more easilyUsers, automaticallyOct 2022Oct 2022
Use multiple remit-to addresses for vendorsUsers, automaticallyOct 2022Oct 2022
Reverse payment reconciliation journal entriesUsers, automaticallyOct 2022Nov 2022

Why now is the time to adopt Power Bi – ask Synergy Software Systems, Dubai

August 19th, 2022

Power BI innovation never stops. For several years in a row now, it is positioned as a leader in the 2021 Gartner Magic Quadrant for Analytics and Business Intelligence Platforms, furthest to the right for completeness of vision and furthest up in the ability to execute within the Leaders’ quadrant.

The gaps are widening with interactive reports, paginated reports, datasets, dataflows, deployment pipelines, scorecards, dashboards, metrics, data alerts, and much more, and recently announced in public preview, self-service datamarts. No wonder, customers are adopting Power BI at an accelerated pace. Boost Office 365 productivity with Power BI integrated into PowerPoint and Microsoft Teams, connect to data anywhere with hundreds of built-in connectors, leverage industry-leading AI, go quickly from insight to action with the Microsoft Power Platform, and provide best-in-class mobile experiences with Power BI Mobile.

Reports can be mobile friendly, they can be paginated, and you can link into Azure Analysis Services.

Power Apps Wave 2 2022 enhancements

July 13th, 2022
  • Power BI continues to invest in empowering every individual, team, and organization to drive a data culture. Creation experience is improved by aligning our experiences with Office and enabling datasets authoring on the web.
  • By bringing power query diagram view into Power BI Desktop, creators can use a no code experience to perform extract transform load (ETL) on their data.
  • For teams, there are enhancements to metrics focused on enterprise needs and integration with Microsoft Viva Goals.
  • The big data experience is increased through:
    • automatic aggregations,
    • query scale out,
    • data protection capabilities via data loss prevention (DLP),
    • improved visibility into activity to admins. 
  • Power Apps will expand governance capabilities to allow organizations to enable, manage, and support citizen development across the entire organization. 
  • Makers and developers of all skill levels will be more productive over Dataverse in a unified studio, with modern experiences to build and manage data and logic.
  • Infused intelligence will: support development, enrich data, and optimize end-user experiences.
  • In addition to ensuring trust and the ability to leverage rich data experiences, both makers and end-users will benefit from out-of-the-box collaboration capabilities to enable users to be more productive when working together.
  • Power Pages  brings more out-of-the-box capabilities to support both low-code/no-code development as well professional developers.
  • In this release makers have additional capabilities to work with forms and lists and to use the design studio to get started quickly with additional solution templates.
  • There are enhancements for professional developers to do more with the sites and to use both the Microsoft Power Platform command line interface (CLI) tool and visual studio (VS) Code
  • Administrators can also use those tools to better administer and govern their Power Pages sites. 
  • Power Automate is more accessible with new experiences to help users of every skill level to build out their cloud and desktop flows.
  • Organizations can automate their deployments of Power Automate, with additional enhancements for application lifecycle management (ALM).
  • For increased usage of robotic process automation (RPA), new features will make it easier to manage machines in Azure and the credentials of your users and accounts.
  • Power Virtual Agents bring improvements in:
    • the authoring experience with commenting,
    • Power Pages integration, data loss prevention options, proactive bot update messaging in Teams, and more. 
  • Creating a bot is typically a complex and time-intensive process, requiring long content update cycles and a team of experts.
  • Power Virtual Agents gives anyone in your organization the ability to create powerful custom bots using an easy, code-free graphical interface, without the need for AI experts, data scientists, or teams of developers.
  • A bot can interact with users, ask for clarifying information, and ultimately answer a user’s questions. 
  • AI Builder continues to enable citizen developers to use and customize AI capabilities to build more intelligent apps and workflows. Lifecycle and governance of AI Builder models will be improved with enhanced versioning, deployment, and monitoring capabilities.
  • Makers will also benefit from new features for intelligent document and text processing like the ability to manage human in-the-loop validation, easier integration of large data sets for automated e-mail processing, and the ability to process contracts and multi-page tables in documents.

Dynamics 365 – Wave 2 highlights for 2022

July 13th, 2022
  • Dynamics 365 Marketing brings real-time customer journey orchestration to enable business-to-business (B2B) brands to hyper-personalize experiences across the entire buying journey.
  • Confidently grow your marketing and customer experience programs to target up to 100 million customers with up to 300 million messages and interactions per month.
  • Intuitive lead capture forms, leads nurturing hands-off automation, and a new analytics dashboard enable alignment between sales and marketing teams like never before.
  • Organizations can reach new levels of marketing maturity with AI-powered next best content selection and increased support for business units.  
  • Dynamics 365 Sales continues to optimize the seller experience using data and AI .
  • Help sellers to prioritize their work, blending business with productivity tools to meet sellers where they are.
  • Drive in-the-moment, collaboration experiences, so that every seller can engage with their colleagues and customers efficiently, reclaiming their time and being more productive.  
  • Dynamics 365 Customer Service is focused on delivering the capabilities that help run contact centers optimally.
  • Enhancements in unified routing with features such as percentage-based routing, preferred agent routing, and longest idle routing are new features
  • Customer support swarming in Microsoft Teams will help agents resolve complex cases through collaboration.
  • Organizations can empower their customers with options to leave voicemail, callback, and dial agents directly in the voice channel.
  • The agent experience is modernized with an enhanced conversation timeline, horizontal multisession navigation, and AI-powered conversation summary.
  • Supervisors can view Microsoft Power Virtual Agents analytics within their omnichannel analytics dashboards.
  • Dynamics 365 Field Service brings new capabilities that enable organizations to better orchestrate service operations for workers. Organizations can now:
    • build and maintain location and assets for large facilities,
    • keep their cost at bay by configuring “not to exceed” limits,
    • and group similar incident types under “trade” for ease of management.
  • Optimization improvements include booking lock constraints and i myriad of user experience improvements to the mobile app to further empower frontline workers.  
  • Dynamics 365 Finance launches the general availability of vendor invoice optical character recognition (OCR) which automates the reading and recognition of vendor invoices.
  • There are additional capabilities for subscription billing use cases.
  • The Tax calculation service will be integrated with Dynamics 365 Project Operations (preview)
  • The electronic invoicing service will be extended to support new and upcoming e-invoice legislations for: France, Poland, and Saudi Arabia. 
  • Dynamics 365 Supply Chain Management continues to invest in capabilities that drive agility and resilience across the supply chain.
  • New analytics and support for multiple vendors in planning optimization help organizations optimize their sourcing strategies.’
  • Inventory visibility lets organizations track real-time consumption within allocated quantities in support of promotions, special events, and new product introductions.
  • Guided warehouse implementation and configuration experiences enable rapid reconfiguration of supply chains .
  • Manufacturers in the process industry can use Planning Optimization to shorten their planning cycles. 
  • Dynamics 365 Intelligent Order Management expands its ecosystem of providers and builds on the continued success of FedEx. There are now 14 providers that span the supply chain lifecycle from order ingestion to last-mile delivery.
  • In the upcoming release, there is support for various order types—back orders, subscription orders, manual orders, and purchase orders.
  • You can also simulate fulfillment to model and understand the impact of choosing various fulfillment strategies.
  • Contextual collaboration features allow an order to be shared with multiple stakeholders using embedded Microsoft Teams. 
  • Dynamics 365 Project Operations Empower project managers and project teams in this release wave with project budgeting and time-phased forecasting, baselines and snapshots,
  • The application experiences on the web and mobile form factors is modernised.
  • For both project accountants and back-office personas, w advanced subcontracting and subscription billing capabilities are added.
  • Across-the-board investments will ease the complexity of interaction patterns.
  • Modern and fluent controls are also targeted for this release wave.
  • Dynamics 365 Guides Improve collaboration experiences for authors and operators on Microsoft HoloLens 2.
  • The application will also be updated to provide more advanced content authoring workflows versioning and publishing of guides in the coming wave. 
  • Dynamics 365 Human Resources We can now to tailor experiences and automatically complete processes where manual decisions and tasks are needed today.
  • Improved efficiency is available to managers and employees by providing notifications outside of the application for benefits processes and tasks.
  • Integrating employee skill and compensation, and leaving information to resource managers in Dynamics 365 Project Operations will also improve collaboration and efficiency.  
  • Dynamics 365 Commerce New and updated B2B experiences, include sales agreements across channels and customer-specific catalogs.
  • Omnichannel media management features streamline workflows.
  • Key point of sale investments includes a Store Commerce app availability for iOS and Android devices.
  • Apple Pay and Google Pay digital wallet integration,
  • New customer support options through virtual agent and live agent integration will be available for e-commerce.
  • Dynamics 365 Fraud Protection will offer a new transaction acceptance booster (TAB) offering that allows merchants to increase their bank approval rates without having to rip and replace their incumbent fraud provider solution.
  • To replace a merchant’s incumbent fraud solution is costly and timely, and this enables the merchant to benefit from Dynamics 365 Fraud Protection TAB capabilities with minimal disruption to their business.
  • Dynamics 365 Business Central continues to improve the reporting capabilities for customers, including new report datasets for Excel and improvements to the Microsoft Power BI reports which now will support dimensions.
  • The Microsoft Power Apps and Microsoft Power Automate integration offer new capabilities for low-code development.
  • The application will get several improvements like: helping users do reverse entries in the payment reconciliation journal and several improvements to the supply chain functionality.
  • There are steps to scale productivity via more efficient and performant tooling for development and administration.
  • Dynamics 365 Customer Insights continues to invest in accelerating customer understanding by enhancing time to value with quicker out-of-the-box insights, predictions, segments, and measures with limitless extensibility across technology ecosystems.
  • New features will power personalized experiences with real-time insights, analytics, and activations to deliver industry-leading personalization and moments-based marketing.
  • New features also enable ubiquitous insights for an integrated data flow across Microsoft Dataverse, Dynamics 365, and Microsoft Power Platform for seamless workflows.
  • Dynamics 365 Connected Spaces now supports alerts and notifications via Teams or Outlook when business AI-skills detect actionable patterns within a physical space.
  • Customers can now use Dynamics 365 Connected Spaces in Germany (besides US and UK) and connect up to 10 cameras for each Azure Stack Edge device maximizing their existing investments in expanding Dynamics 365 Connected Spaces across their physical footprint.
  • Customers can also leverage the Azure Stack Edge Pro 2 device for configuring Dynamics 365 Connected Spaces at the edge in addition to the existing Pro 1 devices.