Archive for the ‘Microsoft Dynamics Ax’ category

April 9th, 2018

The newest update to Microsoft Dynamics 365 for Finance and Operation, now version 8.0 (specifically build number 8.0.30.8020).comes with release notes fthat run to 222 pages,

https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/get-started/whats-new-changed-8-0-april-2018

The Dynamics technology platform now has easier integration from Dynamics 365 Enterprise to other Dynamics products such as : Dynamics Talent, Field Service and Project Service Automation.
In addirion to the Common Data Service (CDS) for Apps which includes templates that are easily configured rgere is also a new Data Integrator tool for Dynamics 365 Enterprise provides thtat makes it easier way to work with the Common Data Service .

Microsoft is leveragign the scalaeability and data mining powers of the clud to use Telemetry acorss ts products. We will now get knowledge-base (KB) recommendations that help Microsoft support to understand how well hotfixes have solved an issue and rhen to proactively push out hotfixes to customers. This proactuve approach will allow customers to spend less timesearching for hotfixes for solutions to problems that already have a published hotfix. after all isn’t that the job of the software author – to provide code that works and for support to fix it when it doesn’t? Aggod example of how Aiis alreaqdy changign things.

Previous posts have hgihglighted of Business Productivity Improvements. Let’s recap:

Alerts – As with Ax 2012 client-based alert functionalityis now availbale for a user to define alert rules on business events, such as when master data is changed or an invoice is paid or a customer changes an address.
Optimization advisor – Uses telemetry to analyze customers’ business processes, finds optimization opportunities,and uses application data to quantify the opportunities, and then recommends solutions.
Project timesheet mobile – Employeescreate and submit project timesheets. Out-of-box mobile app for submitting timesheet. Nnow we have saved favorites. We can also copy from a previous timesheet ffir mire raOid entry rapid, accurate time entry.
Project resource managers can edit the default hours as part of the project booking fulfillment process. Thhey can also now eserve project resources past the task end date
A Person search report – to find a person and their personal data in Finance and Operations.
Data sharing for customer and vendor tables – Data can be shared across customer and vendor tables and many related tables across multiple legal entities.
One voucher deprecation – One voucher is turned off by default, through a General ledger parameter.

Supply Chain Management Updates

Vendor collaboration – RFQ process – Enhancements to tell who entered a bid (a vendor or a procurement department).
Partial shipment of a load (split load) – Allows single loads or multiple loads to be fully or partially loaded.Immediate replenishment of locations – Used during wave execution wjen allocation fails for a location directive line that has a replenishment template.
Add Reason codes to warehouse counting and adjustment – Users can add a reason code when performing counts and when making an adjustment for better control and audit
Batch balancing is enabled for advanced warehouse module processes.
New Cost administration and Cost analysis Power BI workspaces/

Power apps
Ability to embed PowerBI and PowerApps directly in forms without writing code using a host control. User select in form from the menu bar.an option to add PowerApps

There are also improvements regarding Lifecycle Services and environment management. There is also a new channel to report production outage to escalate a support issue with Microsoft should your Production environment not be available. Financial reporting enhancemtns for (Management Reporter) is alo included.

Another important change is upgrade automation- to upgrade non-production environments.

Dynamics 365 Business Applications Spring 2018

April 3rd, 2018


Take a look into new PowerApps capabilities added during Business Applications Spring 2018 Launch

February release update for Dynamics AX 2012 R3 CU13 – ask Synergy Software Systems

March 27th, 2018

The February release for Dynamics AX 2012 R3 version is now available in LCS on the updates tile inside your R3 project.
This update is a collection of smaller functional improvements and technical fixes.
Bugs were fixed in all areas, with enhancements found in Warehouse & Transportation, Master planning, Service Management, Procurement, Sales, Client, Server, SI, Project Accounting, Inventory, Retail, DIXF, APAC, Europe and LATAM localizations, Production, Cash and Bank, Expense, and Tax updates

This release is a cumulative package including all other fixes released in the prior CU13 update as well as the recent monthly updates.

• Primary Build: 6.3.6000.4901
• Number of Application hotfixes: 121
• Number of Binary hotfixes: 16

Details of the install process can be found here: https://technet.microsoft.com/en-us/library/hh538446.aspx#PackageR3

for more information contact Synergy Software Systems tour Dubai based Dynamics Ax partner.

#Dyn365FO Spring 18 release

March 24th, 2018

The release is due out in April and brings many new features:

Business productivity
Alerts – Client-based alert functionality enables a user to define alert rules based on business events, such as when an invoice is paid or a customer changes an address.
Optimization advisor – Uses telemetry to analyze customers’ business processes, finds optimization opportunities, uses application data to quantify the opportunities, and then recommends solutions.
Project timesheet mobile - Employees can create and submit project timesheets. The use of saved favorites and the ability to copy from a previous timesheet facilitates rapid, accurate time entry.
Edit default project fulfillment hours – Project resource managers can edit the default hours as part of the project booking fulfillment process.
Reserve project resources past the task end date – Project resource managers can fulfill resources on tasks past the current task planned end date..
Person search report - You can find a person and their personal data in Finance and Operations.
Data sharing for customer and vendor tables –share Data across customer and vendor tables and related tables across multiple legal entities.
One voucher deprecation – One voucher is turned off by default, through a General ledger parameter.

Extensibility and customization
Customizations through extensions only - Migrating customizations from one release to the next has been simplified by moving away from over-layering to the use of extensions.
Extensibility requests - Customers can submit a request to Microsoft for extension support to be added to the product for a needed scenario. The Spring ’18 release enhances this feature by moving it to Lifecycle Services.
Extensible project work breakdown structure – Enables customization of the project work breakdown structure using extensions. This replaces the hierarchical grid control used for the project work breakdown structure with a standard grid that supports hierarchical data.
Embedding PowerApps in workspaces and forms – Use PowerApps to embed data from external sources into Finance and Operations data.
Custom fields - Organizations can add custom fields to tailor their application to their business requirements, using a no-code extensibility experience.

Integration
Integration with Common Data Service (CDS)
Integration with Dynamics 365 for Field Service - Provides data integration to support scenarios where Field Service activities are done outside Finance and Operations, leveraging the data integrator.
Integration with Dynamics 365 for Project Service Automation - Supports scenarios where project and resource management activities are done outside Finance and Operations, and the project accounting activities are done in Finance and Operations, leveraging the data integrator.
Integration with Dynamics 365 for Talent (Public Preview) – Provides data integration of the appropriate HR information into Finance and Operations.

Improved support experiences
Telemetry-based KB recommendation - Telemetry from a production environment can be used to identify the application hotfixes that apply to a tenant.
• KB recommendations when entering a support case - LCS provides telemetry-driven KB recommendations.
Report production outage – Provides a quick and effective channel to escalate issues to Microsoft Support if the services in a production environment are degraded or become unavailable.

Supply chain management
Vendor collaboration – RFQ process – Enhancements make it easy to tell who entered a bid (a vendor or a procurement department).
Partial shipment of a load (split load) - Allows single loads or multiple loads to be fully or partially loaded.
Immediate replenishment of locations – Used during wave execution if allocation fails for a location directive line that has a replenishment template.
Reason codes added to warehouse counting and adjustment – Users can add a reason code when performing counts and when making an adjustment.
Batch balancing enabled for advanced warehousing processes.
Analytical workspaces with embedded Power BI for Cost management – new Cost administration and Cost analysis workspaces

Globalization
India localization – project and upgrade – Users can manage India Goods and Services Tax (GST) for the Project management and accounting module, and AX 2012 customers can upgrade to Dynamics 365 for Finance and Operations.
Enhanced configurability - New features include import and testing scenarios, and also broader support for configurability without coding.
Translation Service - In addition to supporting user interface translation, Dynamics Translation Service (DTS) now supports documentation translation in Microsoft Word and HTML formats (.docx, .html). DTS features can also be accessed directly from various development environments by using the DTS API.
• Regulatory service – configuration (available at the end of April) – Regulatory service targets a no-code programming approach, allowing users to configure electronic reporting formats or tax rules rather than write code for them in the underlying application.
Integration

Servicing, performance, and deployment
Improved delivery of platform and financial reporting updates – Enhancements to how software updates are provided, to improve deployment time and the reliability of servicing.
Upgrade automation – Upgrade automation makes major version upgrades a self-service operation for the customer, using LCS for non-production environments.
Service hardening – Added service monitoring and alerting for core business processes, and improved form load performance of the most commonly used forms.
Lifecycle Services sandbox self-service automation and RDP lockdown.
On-premises deployment updates. Much awaited!

Compliance
General Data Protection Regulation (GDPR) – Investments address the European privacy law’s requirements. Go to the Trust Center to learn more and find resources to help you comply. See our previous posts on the importance of this new legislation.
Accessibility enhancements – Go to the Trust Center to learn about industry-leading accessibility standards.

Finance Insights: Credit and collections

Credit and collections insights provides analytics that help organizations effectively manage their credit and collections processes. It provides:
• Aggregate views of credit and collections across all designated companies.
• Data broken down by company, customer group, and customer.
• Credit overview report.
• Collections report.
• Credit and collections details for a variety of dimensions.
• Predictive analytics to help identify trends.

Lots lots more : Retail, cds, flow, Power bi etc

For more information contact your Dynamics 365 Dubai partner Synergy Software Systems 009714 3365589

Dynamics Finance and Operations Enterprise- new ahshtag for easier search #Dyn365FO

March 24th, 2018

#Dyn365FO. All content on docs.microsoft.com now has the hashtag

Dynamics 365 FO Enterprise 7.3 Vendor collaboration

March 19th, 2018

With the Fall release (Version 7.3), Dynamics 365 for Finance and Operations has much more to offer to automate vendor self-service and collaboration, specifically around the vendor user and organization onboarding aspects.

This video demonstrates the process of inviting and approving new vendors in an organization using Dynamics 365 for Operations. Additionally, you will learn how to use the vendor collaboration features.

Ask Synergy Software Systems – Dubai, Dynamics partner

Dynmaics 365 Finance and Operations Enterprise 7.2 platform 12 on-premise enhancements

March 19th, 2018

The much anticipated release of on-premises deployments of Dynamics 365 for Finance and Operations, Enterprise edition 7.2 with platform update 12 includes features that will enables you to keep your on-premises deployment up-to-date at cloud speed.

Major improvements in this release include:
• Apply Microsoft-released platform and application updates, and code customizations, to your environment post-deployment through Lifecycle Services (LCS) for on-premises customers.
• Infrastructure setup automation improvements that enable much faster setup for most common topologies.
• Optionally disable experiences that depend on internet connectivity on the client machine, even when the client is connected to the internet . To enable this via a simple configuration update from the application functionality, you must download KB 4091763 from LCS.

We also expect the release 7.3 and Data import/export framework (DIXF) for recurring integration support to be released soon.

As always, there may be some changes in the release schedule.

Ax 2009 Sp1 extended support ends April 2018 ask Synergy Software Systems for advice

March 5th, 2018

REMINDER: AS detailed on the official Microsoft Lifecycle policy page, Dynamics AX 2009 SP1 will reach end of mainstream support April 10, 2018.

https://support.microsoft.com/en-us/help/4043450/products-reaching-end-of-support-for-2018

Extended support definition is found here: https://support.microsoft.com/en-us/help/14085

With the increase in malware and rapid changes in SQL IE Office and Windows the risk of compatibility is increased

More concerning is the constant malware attacks which give additional focus to unsupported applications.

This will devalue your system worth.

It may not be feasible to upgrade immediately but you should at least understand the options and have a future plan, budget and contingency.

its likely that an Ax 2009 system is running on older versions of SQL, on old hardware etc.
If an Ax 2009 system is to last you another year or so then consider some short term action to audit, patch, retune sql, clean up logs. test back up restores, recompile code, resize the database, etc is worthwhile. Performance typically degrades over time, as operations and data volumes change original configuration settings need to be retuned, old data purged, maintenance tasks run etc.

Contact us about Dynamics Ax Performance and audit review.0097143365589

SQL 2008 Extended support ends July 2019

March 4th, 2018

A remdnder that Mainstream Support for SQL Server 2008 and SQL Server 2008 R2 ended on July 8, 2014. – Support Lifecycle policy, found in http://support.microsoft.com/lifecycle.

Customers are encouraged to prepare and execute on their upgrade and/or sustained engineering plans as early as possible for these SQL versions. Remaining current on your SQL Server version ensures that your product remains supported per the Support Lifecycle policy. Additionally, your software benefits from the many enhancements, fixes, and security updates provided through the latest releases.

For both SQL Server 2008 and SQL Server 2008 R2, Microsoft will continue to provide technical support which also includes security updates during the duration of extended support. See the table below for extended support end date. Non-security hotfixes for these versions will be offered only to customers who have an Extended Hotfix Support agreement.

SQL Server 2017 Cumulative Update 4

March 4th, 2018

Last month Microsoft released SQL Server 2017 Cumulative Update 4, which is Build 14.0.3022.28.

There are 55 hotfixes in the public fix list. Run the special T-SQL script in the release notes if you are using Query Store and previously ever had SQL Server 2017 CU2 installed (and you were using Query Store on any of your databases at that time). The script will look for any plans that were forced while you were running SQL Server 2017 CU2, and if it finds any, it will unforce those and then clear those from Query Store.

There are several updates both for Columnstore indexes and for Availability Groups.

There will not be any Service Packs for SQL Server 2017, so test and deploy SQL Server 2017 Cumulative Updates as they become available.

SQL Server 2017 and later versions will no longer receive SPs
The Modern Servicing Model (MSM)

Starting from SQL Server 2017:
• SPs will no longer be available. Only Cumulative Updates (CUs) and critical updates (GDRs) will be provided.
• CUs will contain localized content if it’s necessary as what SPs have done.
• CUs will be delivered more frequently at first and then less frequently: every month for the first 12 months, and then every quarter for the final four years of the five-year mainstream lifecycle.

Note The MSM only applies to SQL Server 2017 and later versions.

Earlier versions of SQL Server are not affected by this SP policy change. Service Packs (SPs) will continue to be provided for the reminder of mainstream support for SQL Server 2014 and SQL Server 2016.

February 24th, 2018

Dynamics 365 Finance and Operations Enterprise is Microsoft’s flagship cloud-based ERP system, Dynamics 365 for Finance and Operations is optimized to deliver improved global visibility, scalability and digital intelligence.

Overview

Financial dimensions

Workflows

Journals

Dynamics 365 FO platform update changes

February 22nd, 2018

The next platform update (which is Platform update 13) will be generally available in April 2018. Platform updates are backwards compatible and do not require any change in your customizations.

For customers who purchase subscriptions to Dynamics 365 for Finance and Operations after April 1, 2018, Platform updates will be continual updates, and will now be managed by Microsoft rather than optional updates.

• If you purchase subscriptions to Dynamics 365 for Finance and Operation after April 1, 2018, then you willl automatically begin receiving continuous updates.
• If you are an existing customer and have Platform Update 11 or earlier installed, then you will be asked to move to Platform Update 12 by April 1 2018.

By July 1, 2018 all customers will receive continual Platform updates managed by Microsoft. (See the Microsoft Modern Lifecycle support policy).

The cloud brings new operating paradigms, no longer do we need for major upgrade every few years to get new features. Such upgrades for an enterprise system are major projects. The new platform aims at a more agile approach of incremental updates. That requires Customers to have a different mind set and processes of on-going testing, own code alignment and new feature adoption. The move from layered code to extension is to support this sea change.
Over-layering means you can change any code when want and move it up to the next layer. This works well in on-premise, isolated code bases. However, it is a high maintenance driver for cloud application, where code purity is the key to scale.
Extension technology does not change the original code base. it provides entry and exit points in the code framework to extend it. These are called pre and post hooks. So, to get a value in a table that is not retrieved in standard code, add code to the post hook to get that value, without ever changing the standard code. Thus the standard code is intact, scalable and can run at high performance using hyper scale computing power.

However, it is not always possible to use pre and post hooks. You may want to alter the value in the process before retrieving it and to interact in the code itself. That was the situation in Ax 2012 and the so called Ax 7
Microsoft provided a new concept in D365 FO called “chain of command” to take extensibility to the next levels.
The goal is better customer experience, faster time to value, better process speeds in large processes, that used to take forever, like master planning or billing.
Rather than 5 year big bang upgrades we will see rolling monthly updates.
In the long run containerisation and micro-ervices are the new paradigms. That’s how Amazon works. Containerised code can even run without an OS.

However, moving from over-layering to extensions is effectively a rewrite of all Dynamics Ax code. Thus, it is a task of epic proportions for those with legacy major vertical extensions. At the end of the work we are going to be in a better place. Release speed will improve and with less dependency on standard code, new and updated solutions will be able to release faster to keep up with the new Microsoft releases

Additional information
• Starting with the April 2018 release, Platform updates for both on-premises and online deployments will be available together.
• Continual updates will be applied first to the sandbox environment and then applied on production. Detailed plans about the process will be shared in the coming weeks.
We have taken several steps in the last few months as we continue this journey to create a robust yet flexible cloud ERP. We believe these changes will result in gains for you in the long term to take advantage of the cloud innovation and capabilities. The timeline below captures recent and upcoming changes.

Nov 2017 Network security group lock down to control access to a set of known clients.
Dec 2017 Sandbox for Dev and Test on MS subscription restricted to non admin access.

Feb 2018 Reduction in package deployment downtime.
Feb 2018 Necessary sand box service operations available through Microsoft Dynamics Lifecycle Services (LCS) such that Azure SQL Server administrative access to all sandboxes will not be required.
April 2018 All sandbox service operations available through LCS such that RDP access to sandbox will not be required.
April 2018 Microsoft managed Platform updates for new customers.
July 2018 Microsoft managed Platform updates for existing customers.
Please note that this information is subject to change without notice.
For more information on the new features ask your Dubai Dynamics partner Synergy Software Systems

EAM, field service, IOT and Holo lens -ask Synergy Software Systems, Dubai

February 17th, 2018

The digital world is already here and what seemed science fiction few years back we now accept as everyday. Voice activated commands on our smear phone now also query our databases and update our dashboards, remote medical checks are done at an atm, artificial intelligence and big data influence our live every time we log onto google, amazon, facebook or ring a callcentre.

We have been investigating IoT for over a year, particularly with regard to condition monitoring for asset management and several of our team were involved in recent training that included a hands on session for Microsoft Field Services. This is built on the Dynamics 365 platform as an extension of CRM and offer comprehensive features for field service: help desk, engineer scheduling and mobile operations. Field service is aimed at service companies with a large field force of service engineers and is typically integrated with erp systems and thus the overall project can be quite complex. To reduce the risk and implementation time we offer a proven accelerator.

We also offer a Enterprise Asset Management suite which is successfully deployed in several leading UAE companies for a number of years particularly for asset tracking.

In Dynamics 365/2012 for Ax EAM also needs to consider that both engineers and equipment may be sued is production or on projects. Thus engineering and maintenance scheduling also has to consider in house planned and breakdown maintenance and servicing and more complex overhauls and asset structures, the impact of equipment downtime on production schedules and much more. We offer a Microsoft certified isv integrated suite of EAM modules built on the Ax 2012/D365 platform that covers both field service and mobile as well as in in house maintenance.

Predictive maintenance and SCADA integration and extensive condition monitoring., embedded and Power BI analytics are no longer rocket science.

At a recent client 4 day workshop we demonstrated HOLO lens assisted reality to support engineers. This can for example be used to provide step by step guidance or for collaboration from the field with an OEM a remote manufacturer, or your chief engineer.

January 2018 release for Dynamics AX 2012 R3 version

February 11th, 2018

The January release for Dynamics AX 2012 R3 version is available in LCS on the updates tile inside your R3 project. This update represents a typical collection of smaller functional improvements and technical fixes.

Bugs are fixed in many areas and there are also many enhancements.

This release is a cumulative package including all other fixes released in the prior CU13 update.

This release gives visibility into fixes recently shipped for R3, including some features and design changes that are newly released in this month.

• Primary Build: 6.3.6000.4281
• Number of Application hotfixes: 141
• Number of Binary hotfixes: 21

Ask your Dubai Microsoft Dynamics Partner, Synergy Software Systems on 0097143365589

Dynamics AX 2009 mainstream support is running out.

February 11th, 2018

April 10, 2018 marks the end of mainstream support for Dynamics AX 2009.
Extended support ends 10/12/21.

It is time to start making plans to migrate if you are still on AX 2009.
Customers have the option to move to Dynamics 365 Enterprise or even Dynamics AX 2012 R3.

Under mainstream support those Customers who remain current on the Microsoft Dynamics Enhancement Plan will continue to receive all of the valued benefits of the Enhancement Plan, including regulatory updates and hotfixes, except for some exceptions for Brazil.

Extended support for those Customers who remain current on the Microsoft Dynamics Enhancement Plan will continue to receives all paid support options, as well as security-related hotfix support which is provided at no charge.

View the Microsoft official details on this topic here:

https://support.microsoft.com/en-us/help/17140/general-lifecycle-policy-questions

We understand that an erp upgrade needs time (and budget) and that is why even if not planning to upgrade this year you need to start the preparation process.
You can start cleaning up old data, identify what new features to use. consider whether cloud vs on premise, etc.

If you are likely to continue with Ax 2009 for a year or more, then it is prudent to update to the latest updates for Ax 2009 (and for SQL and Windows etc) there too many security threats these days.

Its also likely that if you are using Ax 2009 that you may be outgrowing a system implemented on old hardware, and also have a lot of history data, and log files, that may benefit from purging or archiving, and also that your SQL database sizing, parameterization and maintenance routines could benefit from a review and optimization.

If you need to stretch the economic life of your Ax 2009 system and to improve the performance, then investing our system audit and enhancement review will pay dividends many times over whether on premise or on azure.