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The Cloud: The analysis and management of costs

There are some new tools worth learning about if moving from capital expenditures to subscription models are one of the many financial questions you have regarding this new cloud world. 

https://azure.microsoft.com/en-us/blog/azure-cost-management-now-general-availability-for-enterprise-agreements-and-more/  

"As enterprises accelerate cloud adoption, it is becoming increasingly important to manage cloud costs across the organization. Last September, we announced the public preview of a comprehensive native cost management solution for enterprise customers. We are now excited to announce the general availability (GA) of Azure Cost Management experience that helps organizations visualize, manage, and optimize costs across Azure."


In the world of Dynamics 365, configuration/customization/extension does not equal the old world assumptions of "custom software"

When thinking of the experiences or backgrounds needed for any specific project, don't let assumptions trip you up. These terms can help with your communications. 

 

 

Configuration – knowing of and Answering all the questions related to setting up the system for a specific customer. These include all the options under SETTINGs including but not limited to items such as turning on auditing, configuring number formats, turning on relevance search, setting up duplicate detection, configuring territories, setting fiscal year end and more. This is done on every Dynamics 365 project (hopefully) and there are more than 50 questions.

 

Customization – A functional consultants power to configure the system for specific business models such as renaming entities, adding entities, adding system charts, lists/views, adding workflows, creating business rules, formatting the data entry fields and forms, creating PowerApps, setting up relationships between entities and more. The term customization often waffles between configuration and extensions depending on who is using the term.

 

Extensions – extending the functionality of the system using developer resources and many, many, many different code options (.Net, C++, JavaScript, AngularJS, and about 30 more) and includes items such as creating an integration layer with queuing to manage external data integration (although this is shifting to configuration), adding new advanced features, adding advanced automation, extracting/manipulating and resaving data from numerous entities, onSave/onChange/onLoad have the data jump through hoops and blink, etc. The platform is built to be extended and extensions upgrade as they are built using a predefined best practices Software developer kit (SDK) from Microsoft.

 

The world of technology is deep and wonderful. 


Related Entity fields in Calculated Field Formulas: Microsoft Dynamics 365 for Customer Engagement v9.0.x.xxxx

Someone once asked my why "Blog" when there is so much information already available. My immediate answer: My blog is my knowledge base and if I can help others by sharing, I am going to share. 

To include fields from a parent or N:1 referential related entity in a calculated field use the following format.

entityschemaname.fieldschemaname

(replacing Entity schema name with your Entity Schema Name and replacing Field Schema Name with your Field Schema Name)

so for example if your publisher is set to use the prefix "abc" and you had a custom entity called (abc_customentity) that the account referenced you could use the following to add a number from the custom entity and a number in the account. The key is that little DOT 

Account 

Action

Set account abc_wholenumbercalc to 

abc_customentity.abc_wholenumberfield + account.abc_wholenumberfield

(where account.abc_wholenumbercalc is a calculated field and abc_customentity is the Custom Entities Schema Name and abc_wholenumberfield is the custom field schema name in the custom entity and account is the schema name of account and abc_wholenumberfield is a custom field in account)

 


FLIC - The little button that could change your world

At Microsoft Dynamics 365 Saturday in Boston Jerry Weinstock shared with us how he is using FLIC with Microsoft Dynamics 365. 

The idea is that you setup a FLIC button (which is a physical button) and tie it to a Microsoft Flow. The flow queries the Microsoft Dynamics 365 database, puts together a table of current information (say the top 10 opportunities) and sends the table in an e-mail to a manager. Managers who work heavily in e-mail, but who don't have time for applications might find this little configuration a true gift.