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24 Dec

Integration of Dynamics 365 F&O with Sharepoint

Sharepoint is a cloud service using which employees can easily share documents and information with colleagues, partners and customers. This article is about the integration of the MS Dynamics 365 F&O ERP system with this service.

The customer is a large retail holding of weighing equipment, which has representative offices in different European countries: France, Italy, Germany and the United Kingdom.

The company collects interim purchase reports in the form of Excel spreadsheets, which are stored on the Sharepoint data exchange portal for the convenience of collaboration. Employees, receiving this data, entered them into Dynamics 365 F&O, registering warehouse orders manually. It took quite a long time, and the company set out to optimize this process. The main task was the integration of Dynamics 365 F&O with Sharepoint, for which IT-Commune specialists were engaged.

Inventory management and accounts receivable modules were involved in the integration.  The implementation of the solution took about two weeks.

The convenience of work lies in the fact that warehouse managers can generate data in the form of Excel tables, as before, in the usual Sharepoint. The new Dynamics 365 F&O operation checks for changes in the storage and automatically processes the data.

So, for example, it can create serial number receipts in the main purchase order. To do this, it processes an Excel spreadsheet from Sharepoint, which contains the serial numbers specified by the manager for registration of the arrival.

The periodic operation polls Sharepoint for changes in the file version and loads data from the file. The system always stores data for each day, so that the user can find the source data to track changes during the procurement process.

As a result, the processing time of information is significantly reduced (manually entering data from one report took an entire working day of one employee, the system enters the same amount of data in less than 30 minutes). Another advantage was the reduction in the cost of licenses to work with the system: thanks to the automation of document processing, the number of employees working in Dynamics 365 F&O has decreased. And the reduction in the number of users has further increased the level of data storage security.

This solution is relevant for companies that use Sharepoint documents as a data source for Dynamics 365 F&O. They often face the problem of low processing speed of these documents. Integration allows you to speed up the processing of documents and reduce the cost of using the system.

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06 Aug

Integration of the map service with Dynamics AX

For any company engaged in the delivery of goods, of course, the key issue is the calculation of the optimal way of moving goods from warehouses to the consumer. IT-Commune is ready to share the story of integrating the cartographic service with Dynamics AX.

The customer is a small delivery service from Germany. The task of the project was to reduce the cost of delivering goods, specialists had to develop a service that would calculate the path from the closest to the consumer warehouse to the delivery address. An additional requirement was to minimize the costs of this service.

IT-Commune specialists considered customer’s requirements and made a thorough analysis of the map services that were used to calculate the route, among which the Bing Maps service developed by Microsoft was chosen for integration. To solve the problem, the developers created a special key on the Bing Maps service (api), this key was saved in the ERP system, then rest api requests were made using zip codes of the warehouse address and delivery address from the Bing Maps service to calculate the shortest route. The mechanism of operation was that the program calculated the distance from the delivery point to all available warehouses and selected the shortest one.

Thus, the company needed a basic mechanism for organizing logistics, requiring minimal costs in use. IT-Commune specialists offered integration with the Bing Maps service, it allows to make up to 10,000 requests per month for free, which fully met the company’s requirements. The task was solved within a week. In future, the solution suggested by the IT-Commune specialists can also be optimized using WMS at the customer’s request.

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26 Jul

How to organize the development and testing environment in Dynamics 365 FO on-premise project properly?

Nowadays many companies are thinking of migrating from previous versions of Dynamics AX to Dynamics 365 F&O, while a large number of companies in Russia are considering the on-premise implementation of this deployment, excluding the cloud option for various reasons.

We would like to share our experience in organizing development and testing environment for on-premise deployment in one of the current projects.

In standard Microsoft practice, the environment with on-premise deployment looks like this:

Developer, UAT (User Accepting Testing) and Production environments are deployed on the client’s local servers, while the test environment is deployed in the Azure cloud. This “long” scheme looks extremely suboptimal to use if a customer wants to save time, because the testing speed of it is low and rolling changes might take hours. In addition, the Customer has to pay for an Azure subscription.

The “long” scheme means that in order to deploy the update package, it will be necessary to re-deploy the entire server cluster on which this solution will be deployed, which takes much more time than the standard scheme for updating source files to one-box servers.

IT-Commune specialists suggested the implementation of a testing environment in the one-box format, in which the testing environment was also deployed on the client’s servers. This change made it possible to reduce the down-time of the test machine from 2 hours to 30 minutes, also if there is no need to synchronize the database during testing, the speed of testing changes was reduced to 8 minutes.

The main difficulty in this case is the need to duplicate all the functions that were previously standardly implemented in Azure “on the ground” in the absence of appropriate documentation. IT-Commune specialists have already made this path and are ready to help anyone who faces this problem in the deployment of development and testing environments.

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