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Integrating Power Apps, Power BI with Microsoft Dynamics Business Central

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Integracja Power Apps, Power Bi z Microsoft Dynamics Business Central

Today’s companies increasingly realize the crucial role of integrating different technologies into their business processes. One excellent example of synergy is the Power Apps and Power BI combination with Microsoft Dynamics Business Central. In this article, we will take a closer look at this issue, highlighting the benefits of this integration and how each of these technologies can work with Microsoft Dynamics Business Central.

Power Apps, Power BI with Microsoft Dynamics Business Central

Benefits of integrating Power Apps, Power BI with Microsoft Dynamics Business Central

Integrating Power Apps with Microsoft Dynamics Business Central

Connecting Power Apps with Microsoft Dynamics Business Central enables creating enterprise-specific applications. As a result, even without developed programming knowledge, the user interface can be customized to specific business processes, enhancing the user experience.

Integration of Power BI with Microsoft Dynamics Business Central

Integrating Power BI programs with Microsoft Dynamics Business Central allows you to use advanced data analysis features. Visualization of key performance indicators and business trends enables rapid decision-making based on sound analysis of data collected in the ERP system.

Połączenie technologi Microsoft - jakie płyną korzyści

Combining all three technologies - what are the benefits

Summary

Integrating Power Apps, Power BI with Microsoft Dynamics Business Central provides a powerful tool to support modern enterprises in effectively managing data and business processes. The benefits of this synergy include increased operational efficiency, better data analysis, customized solutions, and rapid adaptation to change. Investing in this integration can bring real benefits, strengthening a company’s position in a competitive market.

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Microsoft Dynamics 365 Business Central licensing model

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Modele licencjonowania Microsoft Dynamics 365 Business Central

The Microsoft Dynamics 365 Business Central licensing model is mainly based on a flexible monthly subscription-oriented approach that provides companies with comprehensive ERP solutions under personalized plans. This option allows you to scale your resources based on your company’s needs while ensuring cost control.

A perpetual usage plan is also available based on the right to use the system license in perpetuity. The fee for this solution is divided into two components- a license depending on the number of modules and users and an annual subscription called Enhancement Plan.

The third solution is the on-cloud model (Software as a Service), in which all the basic infrastructure, middleware, and application data reside in a Microsoft Azure database. This option allows customers to get up and running quickly with minimal upfront cost.

License types and entitlements in Microsoft Dynamics 365 Business Central

Licensing within Microsoft Dynamics 365 Business Central includes a variety of entitlement types to suit the diverse needs of organizations. The primary license categories are Full Users and Team Members. At no additional charge within the license, Microsoft also grants one administrative user and one user for so-called external accounting.

We can divide the Full User license into two additional categories, but note that they cannot be combined within the same environment. These licenses are Essentials- providing access to financial, supply chain, project management, or sales and marketing functionalities. Premium- This allows you to perform all the functions of the Essentials category, further extending the capabilities to include service and production management.

A Team Members license user is a partial Dynamics 365 Business Central user. Its license privileges allow it to read any data in the system while significantly limiting its writing capabilities.

The Device license associated with a device is also worth mentioning. It allows you to assign a license to a specific device instead of a user. This is particularly useful when several employees use the same device (a terminal) in manufacturing plants or warehouses.

Essential license

A primary type of license designed for companies requiring access to most areas.

It allows access to such areas as Reports, Finance, CRM, Sales, Warehouse, etc. Users with this license can create and manage sales and purchase documents, track financial transactions, plan budgets, and generate reports.

It is more affordable than the Premium license, making it a fitting option for companies not deeply involved in intensive business operations but still needs access to the system’s vital information.

Premium License

A license with access to the full range of features included in the Essentials license is extended with additional capabilities, allowing you to take full advantage of the ERP system’s potential.

In addition to managing finances, sales, and purchases, it allows access to service management or production functions, such as planning and process tracking.

The Premium license is designed for companies that want to use the full potential of Microsoft Dynamics 365 Business Central.

Team Members license

It is designed for users who only require access to essential information and reports.

It allows viewing data, approving tasks, or generating reports but does not provide full editing capabilities or create transactions.

It provides a cost-effective option for employees who are not involved in intensive business operations but require access to the information contained in Dynamics 365 Business Central.

Integracja z Microsoft Outlook

Integration with Microsoft Outlook

It is possible to easily combine access to Microsoft Dynamics 365 Business Central with a Microsoft Outlook account through an add-in that allows you to manage business interactions with customers and suppliers directly in Microsoft Outlook. The Business Central add-on for Outlook will enable you to view financial data related to customers and suppliers and create and send financial documents such as quotes or invoices.

Summary

Microsoft Dynamics 365 Business Central offers a variety of licensing options, enabling companies to customize their ERP system and support business growth. The licensing model is based on a flexible subscription, perpetual licensing, or an on-cloud solution. With Essential, Premium, and Team Member categories, enterprises can customize licenses to meet their business’s different needs and responsibilities. In addition, per-device and third-party accountant licenses enable simplified system use internally.

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What are the types of ERP systems?

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Jaki system ERP wybrać

ERP (Enterprise Resource Planning) systems are crucial for effective business management. They allow different business processes and departments to be integrated into one cohesive environment, helping to streamline operations and make better decisions. There are many types of ERP systems, each of which can be tailored to the specific needs and size of the enterprise.

In this article, we will focus mainly on two types of ERP systems from Microsoft: Microsoft Dynamics 365 and Microsoft Dynamics Business Central.

Microsoft Dynamics 365

Microsoft Dynamics 365 is an advanced ERP system that offers a comprehensive range of tools and features that can be customized for different industries and business needs. This flexible ERP software allows you to manage many aspects of your business, such as sales, customer service, project management, marketing, finance, and more. With online and cloud access, Microsoft Dynamics 365 allows employees to access data from any location and device, making it much easier to manage your business.

Microsoft Dynamics 365 Business Central

Microsoft Dynamics Business Central is an ERP system for small and medium-sized businesses. It is a financial, sales, purchasing, inventory, and production management solution that integrates with other Microsoft applications such as Microsoft 365 – Word, Excel, Outlook, and Teams. Dynamics Business Central provides tools to streamline business operations and helps make data-driven decisions.

What criteria should you consider when choosing an ERP system?

In the context of Microsoft ERP systems, namely Microsoft Dynamics 365 and Microsoft Dynamics Business Central, several criteria are worth considering when choosing the right solution. Here are the main aspects to pay attention to:

What are user opinions on various ERP systems?

User opinions on available ERP systems vary and depend on industry, company size, and individual needs. However, the differences in user opinions on ERP systems are mainly due to respective companies’ unique needs and expectations. Some users may be satisfied with the features and performance of Microsoft Dynamics Business Central, while others may prefer the features offered by the more extensive Microsoft Dynamics 365 ERP system.

ERP systems are highly valued for their ability to increase productivity and streamline operations. However, choosing the right ERP system depends on a company’s needs, budget, and growth strategy. Therefore, please carefully review the available options before deciding and consulting with ERP experts.

What are the costs of implementing and maintaining an ERP system?

Implementing and maintaining an ERP system is integral to many companies’ business strategy. However, before deciding to implement such a system, you must familiarize yourself with the implementation costs.

Implementation costs

Maintenance costs

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About us – Business Central

ABOUT US

INLOGICA team consists of programmers and consultants who have gained experience during projects related to implementing and supporting Microsoft software in many European countries and the USA. They have worked, among others, for companies in Denmark, Germany, Switzerland, and Poland, each time adapting the implemented solutions to the local specifics and individual needs of customers. They have carried out projects for companies involved in, among others, distribution, production of protective packaging, trading and distribution of electricity, production of bathroom equipment, production of building materials, hotel industry, and bicycle production.

For more information about our organization, products, and services offered, click here:
https://inlogica.com/en/services-development-systems-erp-crm-microsoft-dynamics-ax-inlogica/

Read about example implementations:
https://inlogica.com/en/our-projects/

Information about the model implementation schedule for Microsoft Dynamics Business Central is available on the following page:
https://lp.inlogica.com/business-central-en

Contact us:
https://inlogica.com/en/contact-us/

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AUTHORS

Marek Zasada – Senior Dynamics AX/D365 Developer
Andrzej Baka – Senior ERP Systems Consultant
Ewelina Zasada – Junior ERP Systems Consultant
Rafał Beym – Systems Administrator
Michał Paluszczak – CEO
Anna Bigos – Senior Creative Manager

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How do we work? Cooperation with INLOGICA – Business Central

How we work?

Many factors influence the final course of a project. One of the most important is the involvement of your company’s employees in the implementation process. For a certain period, the INLOGICA team will join your organization. It would be worth taking advantage of this moment to transfer our knowledge and experience to your company to the maximum possible. This will allow you to optimize the cost of the implementation and the maintenance of the system during its subsequent use.

The elements we place particular emphasis on during cooperation are:

Proposals INLOGICA

DEMO. Want to test Microsoft Dynamics Business Centralyourself? It is possible. Contact our representative, who willset up a free demo subscription for you!

PREsentation. Would you like to see how Microsoft Dynamics Business Central works in practice? We can arrange a presentation of the basic functionalities of the system for you at your disposal!

Proposed agenda:

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Sample implementation schedule for Microsoft Dynamics Business Central

SAMPLE IMPLEMENTATION SCHEDULE FOR MICROSOFT DYNAMICS BUSINESS CENTRAL
Sample implementation schedule Microsoft Dynamics

The chart above illustrates a sample Microsoft Dynamics Business Central software implementation schedule planned over eight weeks. The chart accurately reflects the stages described in the guide’s earlier sections (the boxes’ coloring refers to each). It specifies its start, duration, and completion in the specific week of the project.

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For the scope described in the guide, the project team on the INLOGICA side consists of specialists:

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Stage 5 – Modifications Business Central

Stage 5
Modifications
(optional)

So that you know – the system configuration we will prepare with your team is enough to start operational work.

However, we know that every organization is different and has individual needs, and when launching an ERP system in enterprises, end-users make demands for changes and modifications.

The above list illustrates examples of modifications along with the estimated time required to prepare them. We are committed to ensuring that the system’s end users have an impact on the elements that can improve the ergonomics and efficiency of their daily work.

Worth remembering
Proposals INLOGICA

Not all modifications need to be implemented right away.Could you allow end users to familiarize themselves withMicrosoft Dynamics Business Central and its standardfunctionalities? At a time that was agreed upon with you, ourteam will collect feedback from end users and, based onthis, propose changes and modifications to meet their needs.The final decision to implement them is up to you.

It is common practice to implement modifications within theframework of a support contract, which we propose toconclude after the essential part of the work is completed.

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Stage 4 – Implementation of the solution – Business Central

Stage 4
Implementation of the solution

Based on the baseline data collected in the previous stage and information gathered from the system’s end users, our consultants will configure a ready-to-work solution.

The modules are prepared:

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This is a database of settings that will enable the productive operation of the system, posting transactions and reporting data. All activated functionalities are adapted to the current requirements of Polish law, and their detailed procedure is constantly in touch with your team.

The finished environment is handed over to youfor testing and to check the capabilities of thesystem yourself. This is the moment to verify thecorrectness of the prepared functionalities onnatural processes and data of your company.This is also the ideal moment to verify and adjustauxiliary settings so that working with the systemis as friendly and ergonomic as possible.

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During this time, you can easily take advantage ofour consultants, who will answer any questionsand dispel doubts. They will be happy to sharetheir knowledge with the system’s end users intraining workshops, in any form: stationary oronline.

This stage concludes the essential part of the project. The system is ready for operation.

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We conduct testing and training workshops to implement Microsoft Dynamics Business Central in the time & material (t&m) model. This makes it possible to reduce the time for this work to the level of actual demand, thus optimizing the cost of the entire project.

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Stage 3 – Pre-implementation analysis – Business Central

Stage 3
Pre-implementation analysis

A pre-implementation analysis is when our team listens to you. It’s a detailed conversation/workshop with future system users, during which we would like to get to know and understand your organization as well as possible.

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Among other things, we discuss the specifics of the company’s operations, the processes operating in the company, and the relationships between roles and responsibilities. We also determine the types of documents to be recorded, the circulation of these documents, and reporting needs – with a particular focus on the specific needs of your industry.

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An essential part of the pre-implementationanalysis is to determine the feasibility ofobtaining output data, its sources, and the formin which it is provided for evaluation andmigration planning.

The purpose of the analysis is to collect data anddetermine guidelines for settings:

To facilitate the work as much as possible, theconversation and the transition to the centralpart of the project, we provide a documenttemplate that allows you to easily and quicklyfeed the Microsoft Dynamics Business Centralsystem with data for objects in the next step:

The information you receive allows you to begin configuring the Business Central system.

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Stage 2 – Installation and configuration of the environment Business Central

Stage 2
Installation and
configuration of the
environment

As part of this stage, our administrator willprepare the architecture of the system’senvironments to enable smooth implementationwork. The proposed structure also allows theenvironment to function safely after it islaunched for operational activities.

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Any modifications and maintenance of the targetenvironment are simple and follow theinstructions and security policies prepared by ouradministration team, guaranteeing the continuityof the solution’s operation.

In addition, for each instance of Microsoft Dynamics Business Central, it is possible to run three free licenses with access to functionality:

Enviroment:Purpose:
ManufacturingOperational work. Contains business data— access only for authorized and trained users.
TestTesting of add-ons and enhancements before deployment to the production environment. It may contain partial/example business data —access for authorized and trained users.
DeveloperPreparation of programming changes.Includes Microsoft sample data. Access fordevelopers only.
Demonstration/EducationDemo/educational environment. Contains Microsoft sample data. Unlimited access.

For each running instance (tenant) of Microsoft Dynamics Business Central, the manufacturer provides the following infrastructure:

In case of the need to expand the databasecapacity or environments, the manufactureroffers several scenarios. A selection of these arelisted below:

The prices presented above are starting proposals according to the official price list of the manufacturer. As the number of ordered licenses increases, negotiating prices is possible.

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