Dynamics CRM Sales Invoices to D365 for Financials

In this blog we will be highlighting the steps to send sales invoices from Dynamics CRM to Dynamics 365 for Financials.

Use Plugin in CRM

Here are the steps:

  1. Download the CRM SDK from Microsoft.
  2. In SDK package, add the “CRMSDKTemplates” into Visual Studio (find the matched one with your VS version).
  3. Create a new CRM Plug-in Library in Visual Studio.
  4. Create early bound entity classes with the code generation tool (CrmSvcUtil.exe, run it in Command Prompt under this tool’s directory).
  5. Use the early bound entity classes to retrieve the Sales Invoice entity from the LocalPluginContext.

Create and use Web API in D365 for Financials

Now you have your Sales Invoice entity from CRM and want to map the related fields in Financials and send those field values to Financials.

  1. Create a Web Service for Sales Invoices in Financials. Make a copy of the Web Service URL and you will need it later. https://yourcompanyname.financials.dynamics.com:7048/MS/ODataV4/Company(‘ yourcompanyname’)/SalesInvoice
  2. Find out the metadata (data structure formatted in JSON) of the Web Service you just created. What I did is creating a temporary Console Application and adding the service reference. Then I could check the data type of the sales invoice in Visual Studio.                                            
  3. Decide and map the related fields. Create your own class with the same fields in the Plugin code (the class name can be any, but the type and name of those fields you need to map should be exactly the same as what is in the service reference).
  4. Use DataContractJsonSerializer to serialize your created class for sending it to the web service.
  5. Create a web request to the URL of the Web Service using HttpClient class (username is your account user name in Financials and the password is your web service key).
  6. Send the request to the Web Service using POST method.
  7. Then you maybe want to send the Sales Invoice line items. You should repeat Steps 2 to 6 for the line items: creating a line item class, mapping the fields, serializing it and posting it. The only tricky point is the line item URL is based on the header you previously sent. It looks like: https://yourcompanyname.financials.dynamics.com:7048/MS/ODataV4/Company(‘yourcompanyname’)/SalesInvoice(Document_Type=’Invoice’,No=’SampleInvoiceNo1′)/SalesInvoiceSalesLines

What’s more tricky is that sometimes the header passed into Financials successfully but the line or lines do not. Then you have to log into Financials and delete the header manually.

To learn more about Microsoft Dynamics 365 for Financials, contact us at info@trideapartners.com.

A Guide to Transformation in the Cloud for your Life Science Company

Unleashing growth, compliance and productivity

In a life sciences business, there is no lack of data related to product development, clinical trials, production (in-house and contract manufacturing), quality assurance, costing, the supply chain and other areas of the operation.  How do you make sense of it without investing in compliance, data processing and analytical technologies?

Moving to the cloud can help you cut costs and achieve compliance, but you run the risk of needlessly limiting the potential cloud benefits you can achieve by focusing on financials alone. We recommend considering all the 4 following aspects of cloud computing in your planning.

Download our guide to learn the 4 reasons why life sciences and the cloud belong together!

At Tridea, we help our life sciences customers digitally transform their businesses and improve the value realization of their business application investments. We mitigate the inherent risks associated with implementing, upgrading and replacing legacy ERP systems. We lead our life science customers with best-practice consulting services we have refined over thousands of engagements. We take care of our customers and aspire to keep them for life.

To learn more about how Tridea can help you get the most out of your Microsoft solution in the cloud, visit our website.

Integrating Manufacturing Execution Systems to Microsoft Dynamics 365

Manufacturing execution systems (MES) are software programs that are used to control and track production processes in manufacturing environments. The MES software sits above the SCADA (supervisory control and data acquisition), PLCs (programmable logic controller) and sensors on the production equipment, and is thus specifically designed to receive information from these machines. These systems often house data that is very valuable to pass on to an ERP system.

At Tridea, we have encountered numerous MES systems, including Inductive Automation’s Ignition, Wonderware, and Rockwell Automation. Our clients  frequently capture in their MES systems such things as quality data related to production batches, quantities of raw materials issued to production orders, and quantities of finished product reported as finished on production orders. In many cases, this data flows electronically from the production equipment to the MES system, with no human intervention. An obvious next step is to pass that information on to Microsoft Dynamics 365.

Whereas with Microsoft Dynamics AX 2012 we typically used middleware such as SQL programs and tables to pass this information between the MES system and Dynamics AX, we are now using web services for the communication with D365. Some examples of integrations that we have built to MES systems include updates to production order statuses, recording consumption of raw materials (picklist journals) on production orders, recording report as finished journals on production orders, and updating of batch attributes. In addition to saving the time of having to manually record this data, there is a significant improvement in the accuracy of the data when it flows directly from the machinery that is performing the work or from sensors that read the data pertaining to quantity updates and / or batch attributes. One of the nice aspects of these types of integrations is that they are very repeatable, and thus become a very cost-effective solution for clients.

To learn more about how Tridea Partners can integrate MES systems to your Microsoft Dynamics 365 solution, visit www.trideapartners.com or contact us at info@trideapartners.com.

What Life Sciences can Accomplish in the Cloud

How does moving to the cloud help achieve your goals for growth, innovation, and competitiveness, and what are some of the main outcomes of transitioning to the cloud that you might want to anticipate and plan for?

Predictive maintenance ensures the uptime, productivity, and performance of your infrastructure

For many life sciences companies, evolving legacy systems from condition based to predictive, enabled with data insights from IoT, is an important use case for cloud technologies.  Your analysis of data coming from connected devices, and the IoT, allows for improved communications with your contract manufacturers, 3rd Party Logistics providers or in-house manufacturing team.  This connectivity allows for you to anticipate and avoid poor decisions on R&D and product movements throughout the enterprise.   That intelligence enables you to keep product innovation to occur quickly and/or fulfilment of orders to be as efficient as possible.

People, trading partners and market visibility enables complete, contextual intelligence to help you meet company objectives

In life sciences, the ability to compete as a viable, relevant business depends largely on your ability to understand and control product research and supply chain. This learning offers an avenue to intelligence that overcomes the practical and conceptual boundaries of individuals, who are easily misled by their selective awareness of events and trends. Instead of acquiring the tools and building your own intelligence systems, you can take advantage of the resources available in the cloud today. When you connect your industrial assets or the complex products to the IoT, storing and processing the data in the cloud, they become available to cloud intelligence that can combine with data from your entire operation.

At that point, your insight is not limited to your individual employees. You can surround it with contextual information about R&D, material planning, training and the supply chain. If you want to cast an even wider net, you can also assess customer behaviors, market trends, and competitive threats, and correlate those findings with your R&D and product management.

Collaborative innovation opens additional revenue streams and increases team efficiency

Predictive maintenance is a great achievement that your internal and external customers will appreciate. No need to stop there. Cloud-enabled, intelligence-driven collaboration with your customers can help you understand them much better, strengthen the relationships with them, and maintain your share of their attention and spending. It can also result in product enhancements that you might eventually launch to your entire market.

Within your organization, you can rely on the performance and scalability of cloud resources to enable scientists, partners and rest of the workforce collaborate from anywhere. They can use cloud-based virtual reality modeling to work together on new formulas and products. You save the expense and disruption of business travel by your skilled innovators, and you enable them to collaborate always, not just on special occasions.

Service provider expertise lets you make more strategic use of your own IT department

If your IT department is fully occupied with the day-to-day activities of keeping applications, networks, and infrastructures running and secure, you can move most of these routines to the cloud and let your service provider handle them. Instead, you can use your in-house IT resources to perform custom development and other high-value tasks that help you move forward. Working with a strong cloud service provider, your IT team can efficiently learn the skills of development, provisioning, resource management, and security in the cloud, especially if you maintain a hybrid environment that requires integrations between on-premise and cloud computing. You can draw on your service provider’s specializations, for instance, to enable advanced intelligence, collect and process large volumes of data, or take the complexity out of working in the IoT.

Worldwide resources and networks let you grow at your own pace while being compliant

Leading cloud providers maintain advanced cloud infrastructures in global networks of data centers. They will have a data center close to your headquarters, and, when your company reaches across the globe, they can support you wherever you go. That means you can grow in the cloud at your preferred pace. If you want to take a measured, low-risk approach, you could move just one workload into the cloud – product engineering, for example – to start with, and test the new infrastructure’s performance, reliability, and analytical capabilities. You continue your cloud migration at the right time.

When you’re ready to increase the momentum, you can take advantage of cloud-based ERP and CRM resources with multi-language and multicurrency features to reach customers and markets anywhere. If you’re operating production and distribution facilities in several countries and regions, the cloud offers an efficient way to make corporate systems and information available to them and connect their processes to the entire organization.

Transform your life sciences business in the cloud

Starting now, you can act on the cloud opportunities that offer the highest benefits. Together, Tridea Partners technology and expertise, Microsoft Dynamics 365, and the analytics resources available on the Microsoft Azure cloud can make life sciences business growth in the cloud practical, fast, and affordable. Before, during, and following your move to the cloud, we help you optimize processes, increase efficiencies, and reduce costs. We offer proven, practical solutions and approaches within an affordable subscription model that eliminates distractions and lets you focus on results.

At Tridea, we help our life science customers digitally transform their businesses and improve the value realization of their business application investments. We mitigate the inherent risks associated with implementing, upgrading and replacing legacy ERP systems. We lead our life science customers with best-practice consulting services we have refined over thousands of engagements. We take care of our customers and aspire to keep them for life.

To learn more about how Tridea can help you get the most out of your Microsoft solutions, visit https://www.columbusglobal.com/en-us/resources/landing-pages/us/tridea-lifesciences-erp/life-sciences-ebook  or contact us at info@trideapartners.com

Microsoft Dynamics 365 for Operations – Have it your Way!

With Microsoft Dynamics 365 you now have options to deploy the applications for your business. Based on your needs you can now deploy D365 for Operations via the cloud, a hybrid instance (cloud and edge) or on-premise (local business data).

In this blog, we will take a closer look at each of these options enabling you to decide which deployment option is right for your organization:


D365 for Operations has been available for nearly a year as a full Cloud offering and Microsoft is seeing an unprecedented global adoption of cloud business. There is no doubt that the future of business processes lies in the cloud and that Microsoft can provide customers with the best value with our cloud services.


Cloud and Edge

Businesses require uninterrupted execution of some of their mission critical business processes i.e. a manufacturing facility where workers need to keep the production line humming and avoid production delays, especially in lean manufacturing scenarios. Also, some geographies require that transactions and personal information be captured and stored locally.

Microsoft recently announced the plans for a hybrid cloud deployment meant to accommodate these specific scenarios, so that organizations can combine the best of both worlds – cloud and local. Dynamics 365 for Operations plans to enable organizations to run their business processes from application servers at the edges, meaning that transactions are supported by local application services and business data is stored locally.

The Microsoft cloud connection ensures data aggregation, financial reporting, intelligence, and more. The cloud instance also provides the local installation with data failover in the Microsoft cloud, automated deployment and continuous updates, and elastic compute capacity to infuse “intelligence” into the business process when needed.

This deployment option, “cloud and edge”, is a true differentiated option that combines the power of cloud and on-premises in a unique way to offer scale, continuity, and intelligence.

Local business Data

Meanwhile, some organizations simply are not ready to store their company’s mission critical data in the cloud. This requirement, in many cases, is due to industry regulations, country or geographic cloud adoption, recent data center investments, or an organization’s enterprise standards. For these customers, Microsoft has announced a new deployment option that will not require their business data to be stored in the cloud. This deployment option, “local business data,” will support running your business processes on-premises, supporting local transactions and storage of local business data, without replication of your business data to the Microsoft cloud. In these cases, the typical replication of business data in the Microsoft cloud (referenced in the cloud and edge scenario) is simply switched off. With this option, customers now have choice – an option to turn ON or turn OFF cloud synchronization of their business data. If customers turn OFF cloud synchronization, no business data leaves their trustee’s boundaries. Also, functions like, embedded Power BI, Aggregated Views and Azure Machine Learning services based efficiencies are not available when Cloud Data synchronization is turned OFF. Customers can choose to take advantage of the embedded intelligence functions by simply turning ON data synchronization to the cloud.

For the “local business data” deployment scenario, the application servers and SQL database will run in a customer’s (or its partner’s) data center.

Choosing the right deployment option

You should select the deployment scenario that makes sense now but also have the flexibility to change later. You can move in either direction depending on your business needs. For example, you might start with a local data center and move to the cloud when it’s time for your hardware refresh.

From both a technology and licensing perspective, Microsoft strives to provide choice and flexibility:

  • New and existing customers will have paths forward to license both local business data and cloud and edge deployments. Existing investments will continue to be accounted for in our licensing.
  • Customers can license local business data deployments via a Dynamics 365 for Operations license with Software Assurance/Enhancement Plan or a subscription model.
  • Customers with active Microsoft Dynamics Enhancement Plans or Software Assurance, may upgrade to local business data as they remain entitled to access new versions and updates.
  • Transitions to Dynamics 365 cloud subscriptions are available to customers with active Microsoft Dynamics Enhancement Plans or Software Assurance.
  • Cloud and edge software and services will be licensed under the existing Dynamics 365 cloud subscription licensing model.

The following table shows a side-by-side comparison of the planned scenarios, including use cases, components, and strengths:

The scenarios “cloud and edge” and “local business data” are planned for release in the summer of 2017.

To learn more about how Tridea can help you get the most out of your Microsoft Dynamics 365 solution, contact us at info@trideapartners.com .