BDO Canada - Solutions http://www.bdosolutions.com/ca Microsoft ERP Software - Microsoft Dynamics NAV, AX, GP, CRM, Prophix CPM & TARGIT Software - Toronto, Calgary, Winnipeg - Canada Wed, 19 Aug 2015 15:25:22 +0000 en-US hourly 1 Microsoft Dynamics AX 7: Client Interface Sneak Peek http://www.bdosolutions.com/ca/insights/microsoft-dynamics-ax-7-client-interface-sneak-peek/ http://www.bdosolutions.com/ca/insights/microsoft-dynamics-ax-7-client-interface-sneak-peek/#comments Wed, 19 Aug 2015 15:15:35 +0000 http://www.bdosolutions.com/ca/?p=10587 Microsoft Dynamics AX is Microsoft’s most robust enterprise resource planning (ERP) software and the upcoming release of the newest version, Dynamics AX 7, will likely be a major one. For … Continue Reading...

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Microsoft Dynamics AX is Microsoft’s most robust enterprise resource planning (ERP) software and the upcoming release of the newest version, Dynamics AX 7, will likely be a major one. For all those that are dying to see the much anticipated AX 7 client interface, here is a small taste to whet your appetite. The below images encapsulate the feel of the new web-based client that is set to deliver with the next AX release scheduled for end of 2015.

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For more information about the upcoming Microsoft Dynamics AX 7 release, continue to visit our BDO Solutions blog. We will be continuing to provide enhancement updates and information as we learn more about the next version that is sure to take the ERP industry by storm.

Ann Fry
Manager, BDO Solutions

Ann has been providing ERP software insight to manufacturing and mining communities for over nine years. 


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APPLICATION PORTFOLIO MANAGEMENT – PART 5: END-OF-LIFE PLANNING http://www.bdosolutions.com/ca/insights/application-portfolio-management-part-5-end-of-life-planning/ http://www.bdosolutions.com/ca/insights/application-portfolio-management-part-5-end-of-life-planning/#comments Mon, 17 Aug 2015 13:03:43 +0000 http://www.bdosolutions.com/ca/?p=10582 In previous posts in this series, we looked at the basics of APM, key metrics, managing your operational base and the analysis process. In this post, we’ll take a look … Continue Reading...

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In previous posts in this series, we looked at the basics of APM, key metrics, managing your operational base and the analysis process. In this post, we’ll take a look at the importance of end-of-life planning and what to consider during the process.

The end-of-life (EOL) of a software application describes the point after which the product is no longer maintained or supported by the manufacturer of the software product.

“Begin with the end in mind”: The familiar axiom is the key to building a successful EOL plan. When you onboard a new business solution, like a new CRM or ERP, it may seem counterintuitive to also begin planning for its exit. However, EOL planning is one of the crucial steps in the continuous assessment that a software product manager undertakes when evaluating their product portfolio to ensure the business can accommodate the application throughout its lifecycle in their organization and not just the initial investment.

Data In and Data Out: During the initial research process when you’re looking at candidates for a new application, some form of data migration discussion will occur to find out how to get your existing data into the new application. It’s also important to consider how you would extract your data if you ever wished to move to a new application later on.

Vendor Roadmap: It’s important to understand what the vendor’s future plans are for the application in order to plan your internal application EOL strategy accordingly.

  • If a vendor typically supports the current version of the application as well as the previous version and they release a new version every two years, you know that the application you will purchase today will no longer be supported by the vendor in less than four years’ time (depending on when the purchase date falls in the vendor’s application lifecycle). Knowing this information is essential for budget and resource planning for future upgrades or replacement.
  • Understanding the requirements of future versions of an application is also important. When a particular application is expected to get a major overhaul and the new version will include significant changes, it’s important to consider the potential impacts to your organization:
    • Are there drastic changes to the interface? Will we need to invest in user training? Will internal business processes be affected and need to change?
    • Will it require any infrastructure changes? Is it no longer supported on a particular version of Microsoft SQL, operating system or internet browser? Do we need to upgrade other systems, applications or components as a precursor to this update?
    • What is the impact to any custom development? Will we need to budget for development work to coincide with the update?
    • Are there changes to the way the new application integrates with other applications? Will everything continue to work seamlessly post update?
  • It’s also important to know if the vendor plans on discontinuing a particular application so you can plan your replacement strategy accordingly including budget, training, infrastructure, data, business strategy and other considerations.

Organizational impact: When an application is scheduled for EOL because it’s no longer supported, it no longer meets the needs of the business, or for other reasons, there are key points that must be addressed:

  • What will happen to the data created by / accessed by / stored in the retiring application?
  • Are we migrating data over to the new application? Where is all the data being stored?
  • When do we decommission the old application and related infrastructure to free up resources?
  • Do we need to keep the old application running? If so, for how long and what must we budget for in terms of infrastructure (storage, licenses, etc.) while both applications are running?
  • How will we access old data if it’s not migrating to the new application or can’t be accessed by other applications?
  • Are there any legal considerations or data retention policies with which we need to comply?
  • What do we do with existing integrations that currently tie into the application? Do we need new integrations built into the replacement application?

Establishing an EOL plan for all applications in your portfolio allows you to plan ahead for budget, resource and organizational requirements and minimize potential surprises. Developing a solid relationship with your application vendor is a key component of your strategy. As your partner, they will keep you informed of any new developments in their application roadmap to help you stay ahead of the game, guide you in the decision-making process, make recommendations on upgrade timing and work with you throughout the process to ensure you continue to meet your organization’s objectives.

In my next post we’ll look at Disaster Recovery planning and considerations.


 

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New Release of Microsoft Dynamics NAV 2016 Coming to a Cloud Near You! http://www.bdosolutions.com/ca/insights/new-release-of-microsoft-dynamics-nav-2016-coming-to-a-cloud-near-you/ http://www.bdosolutions.com/ca/insights/new-release-of-microsoft-dynamics-nav-2016-coming-to-a-cloud-near-you/#comments Thu, 13 Aug 2015 14:13:46 +0000 http://www.bdosolutions.com/ca/?p=10575 At the recent Microsoft 2015 Worldwide Partner Conference (WPC) in Orlando, Microsoft revealed the new Microsoft Dynamics NAV 2016. Dynamics NAV is Microsoft’s enterprise resource planning (ERP) financial solution aimed … Continue Reading...

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At the recent Microsoft 2015 Worldwide Partner Conference (WPC) in Orlando, Microsoft revealed the new Microsoft Dynamics NAV 2016. Dynamics NAV is Microsoft’s enterprise resource planning (ERP) financial solution aimed at small to medium sized businesses.

The current release of Microsoft Dynamics NAV 2015, offers powerful and feature-rich applications including Finance, Sales, Marketing, Warehousing and Service. In addition to these features, NAV’s ease of use, quick implementation and analytics power, NAV 2016 will also include the ability to work natively with Microsoft Dynamics CRM Online, Azure SQL and Power BI.

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NAV 2016, previously code-named “Corfu”, boasts new baseline capabilities around document management and optical character recognition (OCR), and workflow and e-services integration. Microsoft has gone full speed ahead with its paradigm of making Dynamics NAV the ERP cornerstone of its cloud offering, which means more native integration with Azure, Power BI and Microsoft Dynamics CRM Online.

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Virtually every new enhancement is cloud-ready or cloud-based. Users can expect the following:

  • An enhanced Azure, Office 365 and CRM Online experience, which works natively with these programs
  • Enhanced usability for desktops, tablets and mobile phones
  • Electronic OCR, invoicing and enhanced third-party tools for adding their own data sources
  • Workflow and process automation enhancements
  • Finance functionalities including deferrals and posting previews

The official release date has not yet been announced – we’ll keep you posted!


 

 

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Don’t Create More Rules, Offer Better Technology http://www.bdosolutions.com/ca/insights/dont-create-more-rules-offer-better-technology/ http://www.bdosolutions.com/ca/insights/dont-create-more-rules-offer-better-technology/#comments Tue, 11 Aug 2015 11:00:52 +0000 http://www.bdosolutions.com/ca/?p=10562 Employees often book travel accommodations based on convenience over policy. As a result, travel and related expenses often go uncontrolled and unchecked until after employees return to the office. You … Continue Reading...

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Employees often book travel accommodations based on convenience over policy. As a result, travel and related expenses often go uncontrolled and unchecked until after employees return to the office. You don’t need more rules and guidelines to control travel expenses, just better technology.

As revealed in “Integrating Travel Into Your Expense Management,” an ebook from Concur, approximately 40-50% of employees will make travel arrangements that are outside corporate guidelines and policies. This can happen because employees aren’t familiar or able to find these guidelines, think the rules are unreasonable or outdated, or simply choose comfort over policy. With nearly 8-12% of controllable spending coming from travel and entertainment expenses, this unknown spending can quickly impact your bottom line.


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Adding more rules on top of the guidelines that your employees aren’t following isn’t the solution. Get ahead of spending with stronger technology, such as TripLink®. This simple app can be added to employee smartphones and tablets and can be used to book travel accommodations based on established corporate policy. Employees can book airfare, hotels, and other arrangements using TripLink, choosing from the designated vendors or other vendors that meet designed price ranges. Should an employee choose an accommodation outside of these established parameters, a notification can be sent to managers for review. This way, you can control these expenses before spending is committed.

While on the road meeting with prospects or customers, travelers can also use TripLink to submit expenses incurred while on the trip. They can take a photo of receipts using their smartphone and upload that data into a mobile expense form. Managers can review spending in near real-time and ensure that operational or project-specific budgets remain intact. In addition, both the traveling employee and their managers save valuable time from preparing and reviewing traditional paper-based reports; and, when connected to Concur Expense®, your accounting department can also save time by avoiding redundant data entry. Seamless connections with your Enterprise Resource Planning (ERP), or software solution can streamline payments to vendors, reimbursements to employees, and put the financial data you need at your fingertips.

Don’t create more rules; replace paper-based expense reporting with a cloud-based, mobile expense management system. Download “Integrating Travel Into Your Expense Management” and contact a BDO Solutions’ expert to learn more about TripLink, Concur Expense, and other innovative Accounting, ERP and CRM solutions that can provide the power and visibility that you need to control spending and take your business to the next level.

 

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One ERP Fits All with Microsoft Dynamics AX for Mixed Mode Manufacturing http://www.bdosolutions.com/ca/insights/one-erp-fits-all-with-microsoft-dynamics-ax-for-mixed-mode-manufacturing/ http://www.bdosolutions.com/ca/insights/one-erp-fits-all-with-microsoft-dynamics-ax-for-mixed-mode-manufacturing/#comments Thu, 06 Aug 2015 13:19:16 +0000 http://www.bdosolutions.com/ca/?p=10550 Canadian manufacturers have learned that, in order to succeed in today’s global marketplace, they need to introduce unique product offerings to the market quickly and cost effectively. With the ever … Continue Reading...

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Canadian manufacturers have learned that, in order to succeed in today’s global marketplace, they need to introduce unique product offerings to the market quickly and cost effectively. With the ever increasing demand for product development, the end result is often a combination of manufactured goods that span multiple modes of manufacturing, within a single environment. Anything from discrete production: Engineer to Order (ETO), Make to Order (MTO), Make to Forecast (MTF), Assemble to Order (ATO), Make to Stock (MTS), Repetitive, Outside Processing; to Batch and Process Manufacturing. With this mixed mode manufacturing, the complexity of business processes increases, forcing manufacturers to adopt production strategies in the hopes of unifying the competing shop floor process flows.

This added complexity increases the demands on an enterprise resource planning (ERP) system to bring these disparate modes together within a single environment. Unfortunately, many ERP systems have modules that need to be purchased separately in order to handle each mode of manufacturing. However, the Microsoft Dynamics AX licensing model provides all modules for one cost.  No need to worry about the extra expense for new software licenses when your production needs change – and chances are, even if you are not a mixed mode manufacturer today, you will be in the future.

Dynamics AX is the right ERP fit for mixed mode manufacturing allowing manufacturers to manage multiple production requirements simultaneously, including:

  • The planning and execution of various production strategies and supply policy mix regardless of how the supply chain is modeled.
  • The ability to optimize production forecasting and scheduling along with materials planning.
  • Resource consumption functionality allows the system to find the resources for manufacturing and, based on those resources, find the appropriate picking warehouse.
  • Assign bills of materials (BOMs) to tasks, work orders, or production processes.
  • Select the most efficient recipes, formulas, and mixing operations.

The mixed mode manufacturing capabilities in Dynamics AX allow manufacturers to increase flexibility in production planning and execution, gain valuable insight into business operations, increase responsiveness to customers’ needs, and cut production costs. The BDO Solutions team of manufacturing professionals has extensive experience in mixed mode manufacturing. We work with our clients to create an all-encompassing solution out of the complex demands prevalent to today’s manufacturer.

David Jenkins
Partner
djenkins@bdo.ca

David is a certified professional engineer with a background in Manufacturing Engineering. He has assisted hundreds of clients looking to streamline their business through enterprise resource planning software.

 


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Event management is easy when you have the right solution http://www.bdosolutions.com/ca/insights/event-management-is-easy-when-you-have-the-right-solution/ http://www.bdosolutions.com/ca/insights/event-management-is-easy-when-you-have-the-right-solution/#comments Tue, 04 Aug 2015 13:59:39 +0000 http://www.bdosolutions.com/ca/?p=10494 Integrating Contacts in CVENT and Microsoft Dynamics CRM with Scribe Integrating contacts between your Customer Relationship Management (CRM) software and another third-party application(s) can be one of the trickiest parts … Continue Reading...

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Integrating Contacts in CVENT and Microsoft Dynamics CRM with Scribe

Integrating contacts between your Customer Relationship Management (CRM) software and another third-party application(s) can be one of the trickiest parts of your integration project. I was recently tasked with creating a two-way integration for contacts between Microsoft Dynamics CRM and Cvent, an online tool for event management and marketing. I was able to accomplish this, utilizing the Cvent Web Services Application Programming Interface (API) and the Scribe Web Services Adapter.

The integration of contacts from CRM to Cvent went quite smoothly but I ran into a big snag when attempting to create the integration for contacts from Cvent to CRM. The reason was the Cvent Web Services call definitions returned data in arrays that Scribe was not able to process. The solution I came up with was to create a custom web service that would return the data to Scribe in a compatible format.

Creating Scribe Data Translation Specifications

Here is a high-level overview of the solution that includes two Scribe Data Translation Specifications (DTS) and the custom web service to transfer any new or updated Contacts from Cvent to Microsoft Dynamics CRM.

The first Scribe DTS uses the ‘GetUpdated’ call definition from the Cvent Web Services API, as the source. The web service returns the unique id’s of any new or updated Contacts from Cvent to the custom web service. Using Scribe’s ‘LASTRUNDATE’ and passing it to the ‘GetUpdated’ call definition we are able to get any new or modified contacts from Cvent since the last time the DTS was run.

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The custom web service takes each of the unique id’s as they are passed and then uses the ‘Retrieve’ call definition from the Cvent Web Service API to return an array containing all of the required contact details that we want to pass to Microsoft Dynamics CRM. The custom web service then formats the array data into xml and places it into the Scribe Queue (Sample of custom web service below).

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From there we have a second Scribe DTS that creates or updates the contact in CRM.

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You can schedule the first Scribe DTS as frequently as you require depending on how often you would like the CRM Contacts to be updated or created. That is how I ended up modelling the integrations to have a “live” integration from Cvent to Microsoft Dynamics CRM. Hopefully this is helpful and saves some time while integrating contacts between Cvent and Microsoft Dynamics CRM.


 

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Confronting Market Uncertainty – What role is your CFO taking on? http://www.bdosolutions.com/ca/insights/confronting-market-uncertainty-what-role-is-your-cfo-taking-on/ http://www.bdosolutions.com/ca/insights/confronting-market-uncertainty-what-role-is-your-cfo-taking-on/#comments Wed, 29 Jul 2015 13:49:54 +0000 http://www.bdosolutions.com/ca/?p=10482 By the end of Q1 2015, Canadian businesses were already experiencing the added pressure of how best to manage their finances and operations. A sharp drop in the dollar and … Continue Reading...

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By the end of Q1 2015, Canadian businesses were already experiencing the added pressure of how best to manage their finances and operations. A sharp drop in the dollar and a decline in oil prices hit regions across the country differently, throwing the economy back into uncertainty.

As we kick off the second half of the year, the Canadian economic outlook continues to deteriorate. The damage from lowered oil prices shrank the economy in the first half and speculation of a full recovery is said to be almost two years out. With this information the Bank of Canada reduced its benchmark interest rate for the second time this year in hopes of fending off a deep(er) recession.

To help our clients through the market valleys, we have compiled a number of resources aimed at understanding what methods, tools and technologies are available to help increase productivity and manage market fluctuations. Below are several of these resources:

To further contextualize the different personas of business leaders, specifically that of CFOs, we’re leveraging an article from McKinsey & Company, which outlines the different persona profiles of today’s CFO. The purpose of this exercise is to set a baseline for the different leadership styles and explore whether one style is more predominate during an economic downturn.

Profiles of Today’s Modern CFO

The Finance Expert

This CFO type tends to have intricate working knowledge of the company and is often an expert in relevant finance and accounting issues, such as financial regulation, international accounting, or capital structure.

The Generalist

This type of CFO engages heavily in business operations and strategy, and often brings strong industry and competitive insights.

The Performance Leader

This CFO typically has a strong track record in transformations, both within the finance function and throughout the organization. They tend to focus on cost management, promoting the use of metrics and scorecards, and work to standardize data and systems.

The Growth Champion

These are most common in industries with frequent disruptions that require dramatic changes in resource allocation—and in companies that plan to grow considerably or reshape their portfolio of businesses through aggressive M&A (mergers and acquisitions) or divestiture programs.

 

What Role Does Your CFO Take On During a Down Economy?

 

Regardless of persona type, in a down economy, CFOs may consider assessing the overall health of their business by evaluating its future technological direction with industry leaders. There is never a perfect time to invest in systems; however, forward thinking CFOs, specifically Performance Leaders, are looking to technology to brace during uncertainty and position themselves for business growth and scalability when markets pickup.


 

 

 

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WHAT SHOULD YOU MOVE TO THE CLOUD? http://www.bdosolutions.com/ca/insights/what-should-you-move-to-the-cloud/ http://www.bdosolutions.com/ca/insights/what-should-you-move-to-the-cloud/#comments Tue, 28 Jul 2015 14:17:33 +0000 http://www.bdosolutions.com/ca/?p=10470 As our last BDO Connections conference, I was privileged to present to a group of BDO customers on the economics of moving to the cloud. One of the key discussions … Continue Reading...

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As our last BDO Connections conference, I was privileged to present to a group of BDO customers on the economics of moving to the cloud. One of the key discussions was understanding how cloud can improve the cost models for operating different technology workloads. Many of our customers are asking themselves, “What Should I Move to the Cloud?”  Here are some key workload patterns to look for where the advantages of cloud can driving some significant savings in how these applications, solutions or processes are managed.

Understanding How Cloud Economics Work

Most cloud services (whether provided by Microsoft, SalesForce, Google, etc.) work on the model that you pay for what you use through a metering model. The “per use” measurement model could be:

  • Number of gigabytes of storage used
  • Number of processors used
  • Number of users
  • Amount of traffic
  • Number of page views

Each service has different methods for measuring “usage” but the basic principle is the same – as you use more, you pay more.

The cost per use may actually be more expensive then what you’re currently paying, but the value is that you can scale up and down your usage and only pay for what you have consumed instead of paying for a fixed cost asset.

The other key advantage is the difference between CAPEX investments and OPEX expenses.  The traditional approach to purchasing software, hardware, etc. is an upfront spend that is then amortized over several years. This can have significant impacts on the cash flow of the organization and lock them in for years with their purchases. In a cloud model, you pay on a monthly basis and in most cases the lock in is less significant.

If you’re evaluating what workloads could be moved to the cloud, looking for workloads that have high variability in their traffic patterns or spikes in usage. 

Here are some key usage patterns to look for as candidates where cloud economics will work in your favour.

High Growth Workloads

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Do you expect to have a massive spike in traffic, usage, storage or compute processing over time? One of the key advantages of the cloud is being able to start small and ratchet up the load incrementally over time.

Seasonal Workloads

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Many organizations have seasonal aspects to their business. Whether it’s the holiday season for retailers or tax filing season for accountants, many organizations need capacity at high season that can sit idle for the rest of the year.

Cloud services such as Microsoft Azure allow you to spike your capacity as it is needed and only pay for that capacity as it is used. Here is an example – you could run your web site for $0.09/hour during low season and spike it up to $2.15 / hr for those times when you need massive capacity.  Microsoft Azure also allows you to have this happen automatically with their Standard service so that the capacity will added based on the measured demand.

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Periodic or Batch Workloads

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Have you ever looked at your computing capacity used during the weekend or after 5 pm?  In most organizations, the demand drops dramatically. Servers sit idle waiting for employees to arrive on Monday morning.

Conclusion: Look for Variability

In all three examples, there is a significant variability in workload. This is ideal for cloud and the pay per use approach. Look for those workloads where servers, storage, and people are not consumed on a predictable, routine basis and these will provide higher potential for savings as you move to the cloud.


 

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New Power BI Service from Microsoft has Launched http://www.bdosolutions.com/ca/insights/new-power-bi-service-from-microsoft-has-launched/ http://www.bdosolutions.com/ca/insights/new-power-bi-service-from-microsoft-has-launched/#comments Sat, 25 Jul 2015 16:15:40 +0000 http://www.bdosolutions.com/ca/?p=10443 Setting the standard for modern BI Microsoft has launched its new Power BI service.  The Power BI service is the second version of the cloud based business intelligence service that allows … Continue Reading...

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Setting the standard for modern BI

Microsoft has launched its new Power BI service.  The Power BI service is the second version of the cloud based business intelligence service that allows businesses to surface data both from on premise and cloud data sources and present them through dashboards, reports and scorecards.  Here are some of the exciting new features of the Power BI service.

Easy Methods for Creating Dashboards and Reports

Power BI used to be dependent on Excel for creating reports and dashboards but no longer.  You can create dashboards and reports through a web based interface within the power BI portal.  In addition, there is a Power BI Desktop tool that allows for more extensive and advance data management and report creation that you can download for free and then publish your creations to the Power BI service.

New Data Sources

Microsoft has provided connectors to a variety of both on premise and cloud based data sources.  As part of the subscription service, expect the number of available connectors to grow as the service evolves.

Some of the new cloud based data sources include:

  • Microsoft Dynamics CRM
  • QuickBooks Online
  • Google Analytics
  • MailChimp
  • Marketo
  • GitHub
  • SalesForce
  • ZenDesk

In addition, Power BI supports connecting to SQL Server Analysis Services on premise (you need SQL 2012 or later in Tabular mode), Azure SQL Database, Azure SQL Datawarehouse and HDinsight.  Power BI can also import flat files in formats such as CSV, Excel, etc.

New Visualizations

Power BI has a number of visualizations including the typical bar chart, line chart, etc.  Some of the more interesting ones include…

Pie Chart

Pie Chart

 

Bubble Chart

Bubble Chart

Map

Map

Tiles with Selectable Images

Titles with selectable

Tree Map

Tree Map

Funnel Chart

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New Mobile App

As part of the Power BI Service, Microsoft has also developed and release a new mobile app for iOS, Android and Windows Phone.

Mobile app

The mobile app works quite nicely and allows you to view your dashboards at a size readable on your phone.  It also allows you to share your dashboards and annotate them directly from your phone as well.

Try it out for Free

Power BI has a free version that you can use to try out the service.  While it has limitations on how much data you can load and refresh, it has all the visualizations, dashboards and connectors for you to try out the service.

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SHAREPOINT 2016 PREVIEW RELEASE DROPPING IN AUGUST – WHAT TO EXPECT IN THE NEXT VERSION http://www.bdosolutions.com/ca/insights/sharepoint-2016-preview-release-dropping-in-august-what-to-expect-in-the-next-version/ http://www.bdosolutions.com/ca/insights/sharepoint-2016-preview-release-dropping-in-august-what-to-expect-in-the-next-version/#comments Wed, 22 Jul 2015 15:15:23 +0000 http://www.bdosolutions.com/ca/?p=10433 At the Worldwide Partner Conference, it was announced by Microsoft that an early release version of SharePoint 2016 will be released in August. With the full release expected in 2016, … Continue Reading...

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At the Worldwide Partner Conference, it was announced by Microsoft that an early release version of SharePoint 2016 will be released in August. With the full release expected in 2016, here is what to expect in the upcoming release of Microsoft’s on premise collaboration solution.

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Say Goodbye to SharePoint Foundation

SharePoint Foundation has been part of the editions of SharePoint as the “free” version bundled with Windows. Many organizations use SharePoint Foundation as a basic collaboration solution and then eventually upgrade to the “professional” or “enterprise” versions.

Microsoft has announced that there will no longer be a SharePoint Foundation in the upcoming edition of SharePoint 2016.

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Hybrid Will Be Easier and More Sophisticated

Many organizations have concerns about moving to the cloud and/or have particular workloads that are not suitable to the cloud. Microsoft has been promoting the hybrid option where some content is on SharePoint 2013 on premise and some content is on Office 365 as a solution for those organizations that want to keep some sensitive documents on premise while allowing more ad hoc collaboration scenarios within Office 365.

SharePoint 2016 will make hybrid integration easier and more sophisticated in the following ways:

  • Easier hybrid setup through wizards that replace PowerShell scripts
  • True hybrid search that allows you to integrate search results from SharePoint 2016 on premise and Office 365 in the cloud
  • Surfacing of content on premise within Office 365’s Delve

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Increased Limits

As hardware and software become more sophisticated, the limitations of previous SharePoint versions around capacity have either increased or have become unlimited. Some key limits that will increase include:

  • The size of content databases will increase from 100-200 GB maximum in SharePoint 2013 (and even less in previous versions) to multiple terabytes.
  • SharePoint had some limitations on the number of list items with a maximum view size of 5,000 items. This will be increased or potentially may change to unlimited in the next version.
  • In the current version of SharePoint, the maximum file size you can upload is 2 GB. This will move to 10 GB in the next version.
  • The number of indexed items in the search will increase to 500 million items.

From Outlook Attachments to SharePoint Document Libraries

One of the key reasons why our clients move to SharePoint is to promote the use of collaboration through centralized document libraries instead of sending dozens of versions of a document as attachments in Outlook.

With the next version of Office and SharePoint, attachments in Outlook will be stored in your SharePoint One Drive instead of as an attachment. Email recipients will receive a URL to that document instead of an attachment. This enables attachments to be stored as documents in SharePoint and enables the document features found in SharePoint such as co-authoring, records management, search, taxonomy, etc. that aren’t available when you send a document as an attachment.


 

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The post SHAREPOINT 2016 PREVIEW RELEASE DROPPING IN AUGUST – WHAT TO EXPECT IN THE NEXT VERSION appeared first on BDO Canada - Solutions.

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