#MicroSoft Dynamics Ax Online Training

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MicroSoft Dynamics Ax Training | Dynamics 365 Online Course

Master Dynamics 365 Architecture for ERP Excellence

MicroSoft Dynamics Ax Training, now part of the Dynamics 365 suite, is a robust enterprise resource planning (ERP) solution designed for medium to large organizations. It provides end-to-end business process management and helps organizations streamline operations, improve productivity, and enhance decision-making. The course "D365 Setup and Server Architecture" is essential for IT professionals, system administrators, and consultants who are involved in implementing and maintaining Dynamics 365 Finance and Operations (D365FO). This course offers a comprehensive understanding of how to set up and manage the server infrastructure for D365FO, ensuring optimal performance and reliability Dynamics 365 Online Course

This course is designed to provide learners with in-depth knowledge about the technical aspects of D365FO, including its deployment, configuration, and server architecture. By completing this course, participants will be equipped to manage system environments efficiently, troubleshoot issues, and ensure seamless integration of Dynamics 365 with other business applications. Whether you are an experienced Dynamics AX professional or new to the platform, this course is a stepping stone to mastering the technical foundations of D365FO.

Overview of the Course

The "D365 Setup and Server Architecture" course is structured to cover all the critical components of the server architecture and environment setup for Dynamics 365 Online Course. It starts with foundational knowledge and gradually moves to advanced topics. 

1. Introduction to Dynamics 365 Finance and Operations

Understanding the evolution from Dynamics AX to Dynamics 365.

Overview of D365FO modules and functionalities.

Key differences between on-premises and cloud-based deployments.

2. D365FO Server Architecture

Overview of the Dynamics 365 system architecture.

Key components: Application Object Server (AOS), SQL Server, and Data Entities.

Understanding the integration of D365FO with Azure.

3. Environment Setup

Creating and managing D365 environments (Sandbox, Production, and UAT).

Configuring Lifecycle Services (LCS) for deployment and monitoring.

Understanding deployment topologies and selecting the right configuration for your organization.

4. Installing and Configuring D365FO

Setting up the development, testing, and production environments.

Installing Dynamics 365 components and prerequisites.

Configuring AOS, Azure SQL, and other services for seamless operation.

5. Performance Tuning and Optimization

Techniques for improving system performance.

Monitoring system health and identifying bottlenecks.

Best practices for optimizing resource usage.

6. Security and User Management

Configuring user roles and permissions.

Setting up authentication methods (Azure AD, MFA).

Ensuring data security and compliance with organizational policies.

7. Troubleshooting and Maintenance

Identifying and resolving common issues in D365FO.

Utilizing monitoring tools and logs for troubleshooting.

Benefits of the Course

This course offers numerous benefits to participants, enabling them to:

Enhance Technical Skills: Gain hands-on experience in deploying and managing D365FO environments.

Boost Career Prospects: Open up new opportunities as a certified Dynamics 365 professional.

Ensure Seamless Operations: Learn to optimize system performance and maintain high availability.

Improve Decision-Making: Understand the architecture to make informed decisions during implementation and upgrades.

By the end of the course, participants will have a holistic understanding of the Dynamics 365 setup and server architecture. They will be confident in managing the platform to meet their organization’s unique needs.

Who Should Attend? MicroSoft Dynamics Ax Training

The "D365 Setup and Server Architecture" course is ideal for:

IT Professionals responsible for implementing and maintaining enterprise systems.

System Administrators managing server and database environments.

ERP Consultants specializing in Dynamics 365 implementations.

Developers who want to understand the technical infrastructure of D365FO.

Project Managers involved in ERP implementation projects.

No prior knowledge of Dynamics 365 is required, though familiarity with enterprise systems and server management is beneficial.

Conclusion

The "D365 Setup and Server Architecture" course is a critical investment for anyone aiming to become proficient in managing Microsoft Dynamics 365 Finance and Operations. By equipping participants with practical skills and theoretical knowledge, this course ensures they can effectively handle the challenges of deploying and maintaining a robust ERP system.

As businesses continue to rely on cloud-based ERP solutions, the demand for skilled Dynamics 365 professionals is growing rapidly. This course not only prepares participants for immediate implementation projects but also sets the stage for advanced learning and certifications in the Dynamics 365 ecosystem.

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Mastering Microsoft Dynamics AX 2012 Certifications and Table Methods in D365FO

In the realm of enterprise resource planning (ERP) systems, Microsoft Dynamics AX 2012 certifications and table methods in D365FO hold significant value for professionals looking to enhance their skills and advance their careers. Both elements are crucial for anyone aiming to become proficient in Microsoft's comprehensive ERP solutions.

Understanding Microsoft Dynamics AX 2012 Certifications

Microsoft Dynamics AX 2012 certifications are designed to validate an individual's expertise in utilizing the AX 2012 system. These certifications cover a broad spectrum of functionalities, including financial management, supply chain management, and retail operations. Earning these certifications not only enhances your resume but also provides a competitive edge in the job market.

To prepare for Microsoft Dynamics AX 2012 certifications, it is essential to have hands-on experience with the software and a deep understanding of its modules. Various online resources, training programs, and study materials are available to aid in your preparation. The certification exams typically focus on practical knowledge and the ability to apply concepts in real-world scenarios.

Exploring Table Methods in D365FO

In the context of Dynamics 365 for Finance and Operations (D365FO), table methods play a pivotal role. Table methods are essentially custom or standard functions that are defined within a table and can be invoked to perform specific operations related to the data within that table. Understanding and utilizing these methods is vital for developers and functional consultants working with D365FO.

Some common table methods in D365FO include:

InitValue(): This method is called when a new record is initialized, allowing developers to set default values for fields.

ValidateWrite(): This method is used to enforce business logic and ensure data integrity before a record is written to the database.

Insert(): This standard method handles the insertion of a new record into the table.

Update(): This method manages the updating of existing records.

Delete(): This method is responsible for deleting records from the table.

Integrating Certifications and Table Methods

For professionals aiming to excel in both Microsoft Dynamics AX 2012 certifications and table methods in D365FO, it is essential to integrate theoretical knowledge with practical application. Certifications validate your understanding, while practical experience with table methods ensures you can effectively implement and manage data operations within D365FO.

To bridge the gap between certification and practical application, consider the following steps:

Comprehensive Study: Utilize official Microsoft learning paths and study guides tailored to AX 2012 certifications.

Hands-on Practice: Gain experience by working on real or simulated projects that involve defining and using table methods in D365FO.

Community Engagement: Join forums and online communities, such as DynamicsCommunity101, to exchange knowledge and seek guidance from experienced professionals.

Conclusion

Mastering Microsoft Dynamics AX 2012 certifications and table methods in D365FO can significantly boost your career in the ERP domain. By combining certification achievements with practical expertise in table methods, you position yourself as a highly competent and valuable asset to any organization utilizing Microsoft's ERP solutions. Embrace continuous learning and practical application to stay ahead in this dynamic field.

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MS DynamicsD365 - Microsoft Dynamics D365

Certainly! Microsoft Dynamics 365 Finance and Operations (formerly known as Dynamics AX) is an enterprise resource planning (ERP) solution that helps organizations streamline their financial and operational processes. If you're looking for training on Dynamics 365 Finance and Operations, here are a few steps you can take:

1.Microsoft Learning Platform: Microsoft offers official training resources through the Microsoft Learning platform. You can explore their website to find various training courses, virtual labs, and certification options related to Dynamics 365 Finance and Operations. Visit the Microsoft Learning website and search for "Dynamics 365 Finance and Operations" to find relevant resources.

2.Partner Training: Many Microsoft partners offer training programs for Dynamics 365 Finance and Operations. These partners specialize in implementing and supporting Dynamics 365 solutions and often provide training to end-users and administrators. You can search for Microsoft Dynamics partners in your region and inquire about training options they offer.

3.Online Training Providers: There are several online training providers that offer courses on Dynamics 365 Finance and Operations. These platforms usually provide self-paced courses, live virtual classes, or a combination of both. Examples of popular online training providers include Udemy, LinkedIn Learning, Pluralsight, and Skillshare. You can search for courses specific to Dynamics 365 Finance and Operations on these platforms.

4.User Communities and Forums: Engaging with user communities and forums can be an excellent way to learn from experienced professionals and get practical insights about Dynamics 365 Finance and Operations. Websites like Dynamics Community  and Microsoft Dynamics User Group provide discussion forums, blogs, and resources where you can connect with other users, ask questions, and learn from their experiences.

5.Microsoft Documentation and Resources: Microsoft provides extensive documentation and resources for Dynamics 365 Finance and Operations on their official website. You can access the documentation, whitepapers, videos, and tutorials to gain a deeper understanding of the product's features and functionalities. The official Microsoft Dynamics 365 documentation can be found at:https://microsoftdynamicsd365.com/ms-dynamicsd365

[fullstack123]

Transfer customizations between environments using solution export and import - Visualpath

Dynamics 365 is highly customizable. You can use its online tools to modify or create fields, entities, business processes, and more. Usually, you'll do your customization work on a sandbox environment, test them, and then transfer the final customizations to your production environments when they're ready. Best practices recommend that you proceed as follows:

1.       Create a copy of your current production environment onto a sandbox environment where you can work without affecting your ongoing operations.

2.       Create a new managed solution on the sandbox and implement your customizations there. This lets you add customizations without affecting the underlying system, and you can revert your customizations at any time by removing the solution.

3.       Test the customized solution on your sandbox until you've confirmed it's working correctly.

4.       Export the custom solution from your sandbox and then Import it on your production environment.

5.       For general information about creating and working with solutions, see the links in the previous procedure and also the Solutions overview. For a full example procedure, see the following sections.

Example procedure part 1: Create a custom solution

·         In this exercise, you'll create a new solution and add a simple customization to it. This will provide a simple custom solution that you can use to export and and transfer to a new environment later in this topic. If you already have a custom solution to work with, then you can skip ahead to Part 2.

To create a custom solution:

Sign in to the environment where you will develop your custom solution.

·         Open the Settings menu at the top of the page and select Advanced settings. The advanced-settings area then opens in a new browser tab. Note that this area uses a horizontal navigator at the top of the page instead of a side navigator.

·         Navigate to Settings > Customization > Solutions. A list of existing solutions opens.

·         Select New on the command bar to create a new solution.

·         A new Power Apps window opens. Provide a Display name, Name, Publisher, and Version and then select Save on the command bar to save your solution.

·         For this example, we're going to copy an existing entity and then customize it, so open the Add Existing drop-down list and select Entity. A dialog opens, showing all the available entities. Here you can add any number of entities to your new solution. For this example, just select the Marketing form check box and then select OK to add it to your solution. You're now asked to choose which aspects of the selected entity you'd like to include. In this case, we want to include everything related to marketing forms, so select the Add all assets check box and then select Finish. If your selected entity requires additional components, then you'll be asked whether to include them. Select Yes, include required components and then select OK. You now return to your new solution, which now includes all of the entities and related components that you selected to include. In side panel, expand Entities to see the entities you added, and then expand the Marketing form entity and select Fields. For this example, we'll customize the Marketing form entity by adding a new field. Select New to create a new field and enter a Display Name. Leave the other settings at the default values (we'll allow this to be a text field). When you're done making all the required settings, select Save and close on the command bar.

·         You now return to the Power Apps window where you're setting up the new solution. Select Publish All Customizations to make your new field available to the app.

·         In the side panel of the Power Apps window, go to Components > Entities > Marketing form > Forms. We need to add our new custom field to a form to make it visible to users in the app.

·         Open the from named Information with a Form type of Main by selecting its name. This is the form that users see when they create or open a marketing-form record.

·         A new Power Apps window opens showing your selected form setup. In the central pane of this window, scroll down to the Summary section. Then drag your new custom field from the Field explorer panel to the General information section under the Summary. Select Save and close on the ribbon.

·         You now return to the Power Apps window where you're setting up the new solution. Select Publish All Customizations to make your customized form available to the app.

·         When publishing is complete, close the Power Apps window.

·         If you'd like to confirm your changes, you can go to the Marketing app, open a marketing form record and look for your new field on the Summary tab.

Example procedure part 2: Export a solution

·         When you're done customizing your solution and ready to move it to another environment, the next thing you must do is export the custom solution. Here's how:

·         If you're not already there after the last exercise, go to the advanced-settings area by opening the Settings menu at the top of the page and then select Advanced settings.

·         Navigate to Settings > Customizations > Solutions.

·         Select the check box for the solution you want to export, and then select Export on the command bar.

·         The system now reminds you that only published changes will be exported. If you followed the procedure in the previous section, then you should already have published everything, but if you're not sure, you can publish now. When you're ready to continue, select Next.

·         You can now choose to include various system settings in the export. System settings will be applied permanently on the destination environment, and will remain there even if you later remove the solution. Normally, you shouldn't include any system settings, and if you are just doing this procedure as an exercise, then don't select any of these check boxes now. Select Next to continue. The solution now downloads as a zip file named after the solution name.

Example procedure part 3: Import a solution

·         After exporting the custom solution from the source environment, you're ready to import the solution to the destination environment, which will add it's customizations to that environment and also make it easy for you to remove them again if needed (though any imported system settings will remain if you chose to include them in your exported solution).

To import a solution:

·         Sign in to the environment where you will import your custom solution.

·         Open the Settings menu at the top of the page and select Advanced settings. The advanced-settings area then opens in a new browser tab. Note that this area uses a horizontal navigator at the top of the page instead of a side navigator.

·         Navigate to Settings > Customization > Solutions. A list of existing solutions opens.

·         Select Import to begin importing the selected solution. A progress bar opens in a pop-up window, which closes automatically when the import is done. Then the import dialog updates to show the result. Select Close to close the import dialog.

·         To confirm the import, go to the Marketing app, open a marketing form record and look for the new customized field on the Summary tab.

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Dynamics AX vs. Dynamics 365: five Differences | Visualpath

Although they're basically exclusive variations of the identical enterprise solution, there are some key variations among the 2 ERP solutions.

1. Infrastructure

The largest distinction among Dynamics AX and Dynamics 365 is the infrastructure the structures are constructed on. When Microsoft dedicated to setting cloud era first while CEO Satya Nadella took over in 2014, they moved the Dynamics merchandise into the cloud, as well. This intended that Microsoft’s cloud service, Azure, might host D365 and every other packages from the Dynamics 365 suite of merchandise. In contrast, Dynamics AX 2012 can nevertheless be run on-premise that means that clients can host the utility on their very own servers which are bodily onsite.

For example, with an on-premise environment, a gadget administrator should write a SQL question to view information in real-time.

The procedure for code deployment to manufacturing changed into additionally modified withinside the cloud. System directors should not sell code to manufacturing on-demand, and instead, needed to agenda a deployment, which Microsoft might do at the customer’s behalf.

Despite the preliminary resistance, cloud primarily based totally infrastructure has turn out to be a customary and, oftentimes, favored approach of dealing with an ERP gadget. Creating and preserving an on-premise environment is an administrative challenge on its very own – you ought to accumulate the vital hardware, construct the community in a manner that lets in personnel around the world to get admission to it and plan for catastrophe recovery. All of this may be extraordinarily pricey and a headache to maintain. D365 Ax Technical Online Training

2. Custom Development

Another key distinction among Dynamics AX and D365 is the approach wherein custom code is written and implemented.

With any ERP implementation, there's certain to be a few software program configuration or customization had to meet precise commercial enterprise requirements. With Dynamics AX, custom improvement may be carried out the usage of the over-layering approach. D365 calls for the usage of the extensibility version in preference to over-layering. Only items which have extension factors may be customized, however if a purchaser has a want for a brand new extension, they could request it from Microsoft.

Microsoft regularly gives extensions immediately to clients or consists of them in destiny releases. When it involves upgrading, the extensibility version is fairly favored because it reasons considerably fewer compatibility problems than the over-laying approach.

3. Upgrade Model

Upgrading to a more modern model of Dynamics AX – like AX 2009 to AX 2012 – regularly calls for a brand new implementation. Many AX clients thinking about an improve locate that they first want to assess the commercial enterprise effect of the improve and enhance their commercial enterprise techniques.

Other AX clients see the want for a brand new implementation once they realise that their custom code conflicts with the code introduced with the aid of using Microsoft withinside the new software program model. In those cases, builders need to extrude and now and again completely rewrite their customizations.

With the flow to the cloud got here the possibility for Microsoft to undertake a brand new improve version, just like the improve version of cutting-edge programs purchasers are acquainted with today.

4. User Interface

A very obvious distinction among Dynamics AX and D365 is the person interface. With Dynamics AX, a person can release the utility from a laptop and carry out their paintings withinside the program. Dynamics AX has the classy of maximum ERP structures, which is, to be honest, a touch out of contact with today’s usual ERP person. Microsoft Dynamics AX Technical Training

In Dynamics AX, the homepage defaults to a place referred to as Role Centers. Here, customers can create custom queues and hyperlinks that make acting their everyday features easier.

In D365, the homepage defaults to a place referred to as Workspaces. While just like Role Centers, Workspaces are prebuilt queues, hyperlinks, lists and pics which might be associated with particular modules and safety roles.

5. Navigation

Navigational differences, eleven though minor, are really well worth noting.

A not unusual place subject throughout ERP structures is that sure displays may be released from numerous distinct locations withinside the system. In Dynamics AX, a person need to realize the menu direction to a selected display. For example, to create a brand new income order, a person can navigate to Sales and marketing > Sales orders > All income orders.

In D365, a brand new seek functionality became brought to permit customers to kind withinside the call of the display they may be seeking out and click on from the outcomes to release the page  

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Dynamics 365 Online Course | MicroSoft Dynamics Ax Training

Top 5 Workflow Tips for D365 Success in 2025

Dynamics 365 Online Course is a powerful platform that allows organizations to streamline processes, improve productivity, and drive better decision-making. One of the most valuable features of Dynamics 365 is its ability to automate business processes through workflows. Workflows enable organizations to reduce manual effort, improve efficiency, and ensure consistency in task execution. By automating repetitive tasks and standardizing procedures, businesses can focus on strategic initiatives and better serve their customers. To maximize the potential of workflows in Dynamics 365, here are the top five tips for building effective workflows that meet your business needs MicroSoft Dynamics Ax Training

1. Clearly Define Objectives and Requirements

Before designing a workflow, it is crucial to have a clear understanding of its purpose and the business problem it aims to solve. Begin by identifying the specific objectives and outlining the steps required to achieve them. For example, if your goal is to automate the approval process for sales orders, list out the key stakeholders, approval stages, and conditions that must be met. Engaging stakeholders early in the process ensures that all perspectives are considered and helps to create a workflow that aligns with organizational goals. A well-defined objective also simplifies the testing and validation process, as it provides clear criteria for success. Additionally, understanding the desired outcomes helps avoid unnecessary steps and keeps the workflow streamlined.

2. Utilize Workflow Templates and Pre-Built Processes

Dynamics 365 Online Course offers a variety of pre-built workflow templates that can serve as a starting point for your automation needs. These templates are designed to address common business scenarios, such as lead qualification, invoice approvals, and customer follow-ups. Leveraging these templates can save time and reduce the complexity of building workflows from scratch. Additionally, you can customize these templates to suit your specific requirements. By reusing proven templates, you not only speed up the development process but also ensure that best practices are embedded into your workflows from the outset. This approach allows teams to focus on fine-tuning the workflows for maximum efficiency rather than reinventing the wheel MicroSoft Dynamics Ax Training

3. Focus on Simplicity and Scalability

While it may be tempting to create highly intricate workflows with numerous steps and conditions, simplicity is often more effective. Overly complex workflows can be difficult to maintain, troubleshoot, and scale as your business grows. Aim to design workflows that are easy to understand and modify. Use logical branching and concise conditions to keep the process straightforward. Furthermore, consider future scalability by designing workflows that can accommodate changes in business requirements, such as the addition of new products, services, or teams. Keeping workflows modular and organized will help you adapt quickly to evolving needs. Scalability ensures that your workflows remain relevant and effective as your organization expands or adapts to new challenges.

4. Incorporate Robust Error Handling

Effective workflows should include mechanisms to handle errors and exceptions gracefully. For instance, if a workflow encounters missing data or an approval step is delayed, it should be able to alert the appropriate users or trigger an alternate action. Dynamics 365 allows you to set up notifications, retries, and fall back procedures to ensure that workflows continue to function smoothly even when unexpected issues arise. By addressing potential errors proactively, you can minimize disruptions to your business operations and enhance user confidence in the system. Proactive error handling also reduces the time spent resolving issues and improves overall workflow reliability.

5. Test, Monitor, and Optimize Workflows

Testing is a critical step in building effective workflows. Before deploying a workflow in a live environment, thoroughly test it using various scenarios to ensure it behaves as expected. Use test data to simulate real-world conditions and identify any flaws or bottlenecks. Once the workflow is live, monitor its performance regularly to track its effectiveness and identify opportunities for improvement. Dynamics 365 provides tools for tracking workflow execution and analysing performance metrics. Based on the insights gained, make iterative adjustments to optimize your workflows and align them with changing business needs. Continuous monitoring and optimization ensure that your workflows stay efficient and relevant over time.

Conclusion

Building effective workflows in Microsoft Dynamics 365 requires a combination of strategic planning, technical expertise, and continuous improvement. By clearly defining objectives, leveraging pre-built templates, focusing on simplicity, incorporating error handling, and rigorously testing and optimizing workflows, you can unlock the full potential of Dynamics 365. Effective workflows not only save time and reduce manual effort but also enhance consistency and accuracy in business operations. As organizations continue to embrace digital transformation, mastering workflow automation in Dynamics 365 will remain a key driver of operational excellence and competitive advantage. By implementing these tips, businesses can build workflows that deliver measurable value and drive long-term success.

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Dynamics 365 Customizing vs Configuring: Best Practices and Tools for Success – Visualpath

In CRM, customizing usually refers to CRM extensions, which may require custom coding or development utilizing the CRM Software Development Kit (SDK). On the other hand, configuring refers to the ability to adopt Out of The Box functionalities to achieve business goals.

While customization can be explained using configuration and development; configuration encompasses the use of modern tools that exist within the application platform, allowing 90% of the changes that are needed to be scaled, extended, finetuned, accentuated, embellished and industrialized. Indeed, this is more of a drag, drop, point, launch and “what you see is what you get” type of design. Not to mention, Microsoft Dynamics 365 provides an outstanding Integrated Development Environment (IDE) that provides total control to build and test most system changes.

In contrast, development in customization is executed for more important and complex modifications and additional functionality that may be desired to improve business processes. So, there are perplexing functionalities that require custom code for aptness. Also, there are two variations of development – JavaScript and AJAX. These are two types of user interface behaviors that may conjure with a browser or server-side computations that may cause systematic changes to data and processes.

In fact, the configuration capabilities of modern CRMs are now so advanced, that development is rare, but can be used to fulfill special requirements. Overall, a CRM is an open system that allows enhanced functionality and integration with other systems, and applications that can be further developed and improved, such is the case with Microsoft Dynamics 365.

Configuration Capabilities in Microsoft Dynamics 365

Utilizing configuration to operate and manage a CRM is indispensable. Configuration is practically the structure and administration of the system. In Microsoft Dynamics 365, configuration is essential for improving the UI design, field settings, security, business rules, use of options and features, and more. Therefore, adopting business logic features with no-code configuration or no custom programming logic is available.

With Dynamics 365, organizations can effortlessly define business processes by adopting the various configuration capabilities that are available to fit their business needs. For example, configuration in Dynamics 365 is applied to perform the following:

Database changes and fields

Forms, validations and views

Workflows, Business Process Flows (BPF), dashboards and     reports

Security settings

Calculated fields and templates

Also, configuring may be executed by a technically adept administrative person utilizing the following tools:

1. Utilize Internal Customization Tool

Utilizing the internal customization tool in Dynamics 365 is highly recommended. This configuration type tool allows administrators and IT professionals to modify and update the database, business rules, user interface (UI), and most importantly manage settings using a controlled edit-publish workbench. For example, setting the level of security within Dynamics 365 can be performed using the internal customization tool. Also, creating roles, giving privileges and proper rights to users accordingly is important and featured as part of best practices for Dynamics 365.

2. Release in Solution Packages

Releasing in solution packages allows changes to be packaged together and layered alongside the self-documented modifications for controlled releases across multiple environments. Within a solution package, CRM changes are visible and enables developers to connect all changes to tasks and stories. Not only does it allow the data to be imported between environments, this data is also kept the same across environments for automated buildups and continuous integrations, minimizing import errors and saving time.

3. Codeless Tool Set

The codeless tool set is just one aspect of the customization tool, which includes coded features and advanced integration solutions that provide simple connectivity to different systems and data sources. Writing code isn’t necessary, since these tools are already configured and ready for use within Dynamics 365. Utilizing these data integration tools or connectors allows data to be connected and easily sharable among users and reduces the risk of an integration breakdown.

4. Preview and Publish Modes

Another aspect of the customization tool set is the preview and publish modes that are utilized to review changes before and after they are complete. The previewing mode allows visibility of a change before publishing. Keeping in mind that customizations are automatically published when new items are created or existing items are deleted. Also, it is important to publish customizations in order to export with a solution.

5. QA in Sandbox Environment

How can you develop solutions without disrupting the production environment? In a sandbox environment, developing, testing and training is possible and will not disrupt users or harm the production environment. For instance, Dynamics 365 provides sandbox environments that serve as QA environments as changes are released. Also, sandboxes include administrative controls that are not available in production, making it simple to reset a sandbox instance by allowing the system administrator to log in and apply changes.

6. Release Solutions Iteratively

Releasing solutions iteratively is the best approach for CRM deployment. Implementing solutions in small fragments enables employees to learn and adjust step-by-step. In addition, during iterations, issues may be easily identified and altered before another solution release. For example, business policies and processes may be adjusted by adding new features to address challenges. The goal is to have a functional CRM that is utilized to its full potential and is increasing productivity.

Customizing Your Microsoft Dynamics 365 CRM

Modern customization consists of code and integration development for server-level, main-app, line of business functionality and database development. Customization also encompasses light app and function builders, workflow automation, and simple dashboard design. In addition, some of the latest capabilities include PowerSuite, Common Data Service (CDS), and Common Data Model (CDM).

PowerSuite simply combines a system’s optimization features into one, streamlining maintenance and powering higher performance. PowerSuite powers performance by scanning and identifying untouched processes, provides a list of drivers for updating, removes or compresses unused files and Windows backups. Also, developers utilize CDM to build custom connections with multiple databases to enhance applications for end-user consumption. Together, CDS and CDM allows developers to spend less time building and more time developing and upgrading sophisticated integrations by adopting and enhancing the existing CDM templates.

Moreover, with Microsoft Visual Studio, developing programs, websites, apps, web services and mobile apps is achievable. Visual Studio utilizes Windows development platforms, such as API, Forms, Presentation Foundation, and Microsoft Silverlight to create and manage code. For example, the Visual Studio Team Explorer or Team Web Access provides initial access and projects visibility for the DevOps and development team. Furthermore, there are additional developer tools that may be utilized in Dynamics 365, such as WebResources Manager, View Layout Replicator, Early Bound Generator, and .Net which is applied to help manage code in multiple languages. Microsoft Visual Studio and the .Net tools are intertwined together to undertake the following:

Import jobs

Monitor jobs

iframe data presentation

Server side customizations

Integration calls and web     services

Custom coded UI

Add-on functionality and apps

Customization and development may be carried out by developers utilizing the following tools:

1. .Net Framework

The .Net Framework was created by Microsoft and is highly used for building, developing and deploying applications. This framework supports multiple, interoperability and cross language integration and includes an IDE, provides a Graphical User Interface (GUI), Mono Compilation System (MCS) and Common Type System (CTS). In addition, there are two main parts of the .Net Framework: Class library, which includes ADO.NET, ASP.NET and Windows Forms and the Common Language Runtime (CLR), which is the safest area where code can run. Code that runs through the CLR is managed code that is protected and optimized. CLR is the official execution engine and is between the .Net application and the operating system which provides additional services.

2. Software Development Kit (SDK)

The SDK includes an architectural overview of Dynamics 365, the entity model, security model, web services and tools that assist in developing, customizing and communicating within the Dynamics 365 environment. Also, the SDK includes practical tools for registering assemblies, migrating data from one environment to another, and aids in developing and customizing assemblies according to requirements. In addition, the SDK is exactly what every developer needs for development and code authentication.

3. Plug-in and Re-usable Solution Management

Plug-ins are commonly used to enhance standard features by inserting specific business logic in performed user tasks. A plug-in consists of custom code that is later compiled in .Net, which is then triggered by an event within an entity. Alongside, is a re-usable solution, which is a customization package completed by customizers and developers to extend the functionality of Microsoft Dynamics CRM. The only known supported way of transferring customizations from one CRM organization to another is through solutions.

4. Error Handling and Logs

Error handling in Dynamics 365 can be easily handled through the tracing service. Dynamics 365 can handle the exception returned from a specific plug-in, which displays an error message in a dialog. Also, all exception messages are found in the system job area of the web application. Most error logs are maintained under Plug-in Trace Log.   

5. Web Resources

Certain web resources or virtual files may be stored within Dynamics and utilized for web page functionality, forms and entities. For example, an image file is a web resource that is often stored for later use. A more complex example of a web resource is the Silverlight application that is built to read users context. All web resources can be reused in various forms or entities and even deployed in solutions.

6. VSO Change Control, Code Backups and Versions

Utilizing the VSO change control as a systematic approach to manage all changes made to a product or system is recommended. Also, the Team Foundation Server by Microsoft provides the change control, code and version backups to ensure that changes to a product or system are introduced in a more controlled and coordinated manner. For example, the Team Foundation Version Control (TFVC) method is highly utilized for a central source code version control, which requires a central server to sync software snapshots. In contrast, Git is an alternative to TFVC and may be utilized for distributed version control, which does not require a central server.

7. TDD Quality Control

Test-driven development (TDD) is a programming methodology that may be a part of a Quality Control Strategy or a Quality Management Strategy. Enabling developers to write code, passing the acceptance test and simplifying the code for use is TDD quality control. The primary goal of TDD allows developers to write test cases and think things through before writing the necessary functional code.

Final Thoughts

Interesting enough is the customization of a CRM and the set of options available for validating customizations and developing modifications, packaging together and releasing in solution sets, which provide controlled releases and versions, and the new and improved capabilities, such as CDM and CDS. As CDM continues to improve, understanding CDM is vital for the success of any developing system. In addition, CRM modifications and changes are mainly executed in a sandbox environment rather than directly in the production environment. Utilizing a multi-environment release process to ensure separation between customization, testing and the line-of-business work is ideal. Whether a team is customizing or configuring there are many tools available that aid and simplify anyone’s preferred systemization. For more information Click Here Contact us: 9989971070

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The Emerging Market of Enterprise Resource Planning (ERP) Software

ERP software facilitates automation, which saves time and money. It is being adopted by all kinds of organizations at a fast pace. ERP stands for Enterprise Resource Planning, and enables storage, management and interpretation of data. Ideal for maintaining voluminous data, ERP software facilitate businesses to manage data related to product planning, shipping & payment, human resources, financials etc.

Even when 100% of the businesses aren't yet relying on ERP, a majority of them are aware of its existence - much because of its great advantages.

Broadly, there are two ways of ERP implementation - On-premise ERP and Cloud-based ERP. On-premise ERP is primarily about maintaining the ERP software and associated data in the client organization itself. Cloud-based ERP, on the other hand, requires clients to get their software and data hosted on another server, which is accessible online.

On-premise ERP

As per research firm Gartner, the on-premise ERP industry in India is expected to grow at a 17% CAGR - raising it to $538 million by 2017 from $178 million in 2013.

Presently a great deal of health facilities, educational institutions, hotels and resorts, multinational business and banking companies are using ERP. Directly associated with the ROI of companies, ERP assists in better resource and data management. And when India is sound in terms of technically-trained experts, the ERP market is bound to witness impressive growth.

Cloud-/ SaaS-based ERP Application

SaaS-based ERP is more feasibly being preferred by little and medium enterprises. Gartner's research studies mention that reduced expense and faster release are the main factors behind this advancement. That's due to the fact that 'Software application as a Service' based ERP solutions help customer organizations to execute ERP applications in cloud environments. The ERP software application and associated information are centrally hosted and accessed through web.

While even big corporations are shifting to cloud-based ERP designs, apprehensions due to data security, networking issues, and minimal modification have held its acceptance-rate up until now. Nevertheless, constant enhancements make certain to provide SaaS-based ERP implementation the much-needed push in future.

ERP Software Service Providers

Like every other innovation, the world of ERP is filled with loads of service companies. The products provided by them differ in a range of methods, including efficiency, functions, capacity etc. Thinking about the several choices business have, selection is not only made on the basis of features however likewise while remembering business requirements and spending plan constraints.

Small companies

For small business homes, Microsoft's ERP solution, i.e. Microsoft Dynamics plays a pivotal role. It provides solutions for company intelligence and reporting, operations and human resources, and monetary and supply chain management. Of the various independent solutions, Microsoft's Axapta (Dynamics AX) and Navision (Dynamics NAV) items use incredible distribution and manufacturing functionalities. These items are widely used in the European areas. Microsoft also provides the Great Plains (GP) ERP service that features strong Financials abilities. GP enjoys large reputation in the United States.

Medium Organizations

Epicor and Infor are the two organizational names that appear in terms of ERP implementation for medium-sized services. Serving over 20,000 consumers in almost 150 nations, Epicor has robust ERP solutions for distribution, manufacturing, lumber & structure, retail and several more functions. The business's ERP implementations have resulted in a 100% development in the ROI of different setups, such as Hospitality, Finance, Garments, Medication and so on. Epicor has actually likewise when been acknowledged for attaining the most affordable Overall Expense of Ownership (TCO) and total per user cost of software application for medium-sized corporations.

Infor, the 3rd largest ERP producer, has more than 70,000 clients in 200 countries. It has ERP software application for Product Configuration Management, Customer Relationship Management, Business Asset Management, Product Lifecycle Management and several other business jobs. Throughout the years, Infor has mainly improved its service offerings through not just innovations however vital business acquisitions too.

Enterprise-level/ Big Companies

SAP SE (Systems, Applications & Products in Data Processing), known for its SAP ERP solutions, is the biggest service software company. SAP software are predominantly utilized in Europe, Middle East, Africa, Latin America, Canada, United States, Asia Pacific and Japan. Its software application solutions consist of ERP systems for handling personnels, manufacturing, financials, payroll, and customer relationship management. Extremely chosen by big business homes worldwide, SAP ERP systems are efficiently combined for the current mobile, cloud, and in-memory technologies. Oracle Corporation, the 2nd largest software company on the planet, is certainly another highly preferred ERP systems provider. In innovative competition with SAP SE, Oracle's ERP solutions are understood for their effectiveness, data integrity and security features. With acquisitions of PeopleSoft (with JD Edwards) and Siebel Systems, Oracle's client base consists of some of the most reputed global-level companies. It provides ERP solutions for supply chain management, human capital management etc . Due to the terrific earnings, constant developments, and several other benefits that ERP applications provide, its market is set for a brilliant future! It so makes total sense for individuals to undertake this domain as a career goal. That's because, the requirement for trained ERP technicians will definitely rise as the market will advance.

Synnove Systems provides quality SAP Consulting Services in the region with our regional offices in Singapore, Vietnam, Malaysia and Indonesia. Our award winning team bring innovation and differentiated capabilities that help Clients create value and deliver business outcomes. Synnove Systems is set to become a market leader in Enterprise Business Solutions. Synnove Systems – One of the competent ERP Company in Singapore‎, best accounting software Singapore, ERP systems Singapore, best ERP software in Singapore ‎

What item to choose?

Well, that completely depends upon your professional vision and level of dedication!