Accelerate Warehouse management implementation with new pain-free experience

Accelerate Warehouse management implementation with new pain-free experience

This article is contributed. See the original author and article here.

Introduction:

In this blogpost we are going to dive into the exciting features and capabilities of  2023 release wave 1  for the Warehouse Management module. Get ready for a sneak preview of the cutting-edge features that will revolutionize the implementation experience and streamline your warehouse operations.

In this release, we’re thrilled to showcase several major themes that will take your warehouse management to new heights. From label printing enhancements to a modernized user experience for setting up your warehouse, and even innovative methods for importing data while maintaining configuration, this release is packed with game-changing improvements.

Let’s dive in and uncover the possibilities that lie ahead in the world of warehouse management.

Warehouse groups

Warehouse groups are used to manage warehouses that all need the same configuration, such as wave templates, location directives and so on. Instead of adding configurations to individual warehouses, you create a warehouse group that applies the defined configuration to every warehouse of that group.

The setup is really easy: you create a group, include the warehouses that share the common configuration and then in the corresponding configuration you determine whether you would like to apply the settings for the specific warehouse, group or all warehouses.

One warehouse group can have an unlimited number of warehouses. The same warehouse can be included in different groups.

Benefits of this feature include:

  • Easier warehouses setup that share the same configuration
  • Adding new warehouses with an identical process in 1 click by adding new warehouse to existing group
  • Quick access and review of the configuration: no need to create multiple identical configurations
  • Simpler maintenance: less configuration records – easier maintenance

The following table lists the pages that support the warehouse group concept. It also shows the minimum version of Supply Chain Management that is required to apply warehouse groups.

To learn more about this feature, follow the link: Warehouse groups – Supply Chain Management | Dynamics 365 | Microsoft Learn

Queries import/export in JSON format

In 10.0.32, a new set of data entities related to warehousing has been introduced. These data entities include an additional field that represents queries in the JSON format. This exciting feature allows you to conveniently review and edit queries through the data entities.

Here are some valuable use cases where this functionality can be particularly beneficial:

  • Copying location directives across different work order types: Export the location directives with the queries to Excel, make necessary changes such as adjusting names, work order types, action names, and queries, and then import them back into the system.
  • Replicating a complete warehouse setup with minor modifications: Export specific data entities, update names and warehouse information as needed, and then reimport them into a new warehouse configuration.
  • Utilizing your own template for demos, pre-sales, and testing: Import your customized templates, including the queries, giving you the ability to seamlessly import them into the system.
  • Accelerating the configuration process: If you prefer working in Excel, you can now speed up the configuration process by making changes in Excel and then importing the data back into the system.
  • Exporting configuration for review with business users: Easily export the configuration for review and collaboration with your team, streamlining the review and approval process during implementations.
  • Creating a test setup in a separate environment: Test and ensure that the configuration functions as desired in a test environment, and once confirmed, easily export it to create a Golden template. This simplifies the process of transferring configurations from a test system to a production-ready template.

Benefits of this feature include:

  • Improved review and approval process for configurations during implementations.
  • Efficient identification of configuration issues, saving time and reducing costs.
  • Accelerated adjustment of configurations, allowing for quicker iterations and updates.

With the new Queries Import/Export feature in JSON format, managing and manipulating warehouse-related data has never been easier. Unlock the potential of streamlined configuration processes and optimize your warehouse operations.

Label printing enhancements

This is the summary of all label printing enhancements:

  • 10.0.32. License plate label layout.  This feature let you build more advanced license plate label layouts. Now LP layouts can have repeating structures and include header, body, and footer elements. You can print information from the related tables and define custom date, time, and number formats. To learn more about this feature, follow this link: License plate label layouts and printing – Supply Chain Management | Dynamics 365 | Microsoft Learn
  • 10.0.33 Custom label layouts. This feature introduces a new Custom label layout type that allows you to build layouts for any data sources. New Print button will be displayed automatically when layout exists for corresponding source. Users can print labels for any data including but not limited to Product labels, Location labels, Customer labels. To learn more about this feature, follow this link:

Custom label layouts and printing – Supply Chain Management | Dynamics 365 | Microsoft Learn

  • 10.0.34 Label printing using external label service solutions. This feature provides an effective solution for printing labels using any external labeling solutions. This feature allows direct interaction between Microsoft Dynamics 365 Supply Chain Management and 3rd party solutions by providing framework for communication using HTTP APIs, without the need for a the Document Routing Agent.  To learn more about this feature, follow this link: 
  • Print labels using an external service – Supply Chain Management | Dynamics 365 | Microsoft Learn

Warehouse Management Application Insights telemetry

  • The 10.0.32 release supports additional events including wave processing, load posting and work creation.
  • The 10.0.33 release supports additional events including wave creation and wave status change. Work creation history can be replaced by AppInsights for troubleshooting. No need to enable Work creation history to find out the root cause, the similar information can be found in the AppInsights. 

 To learn more about this feature, follow this link:  Monitor Warehouse Management usage and performance – Supply Chain Management | Dynamics 365 | Microsoft Learn

Benefits of this feature include:

  • Monitoring the performance of a system to generate actionable insights that can improve productivity and optimize users’ experience. 

Location directive and actions name editing

10.0.32 introduces a new ability to edit location directives and action names after saving. This highly anticipated feature empowers our customers to make changes to their configuration without the need to recreate entire location directives and actions. We understand the value of flexibility and efficiency, and this enhancement ensures that managing your location directives configuration becomes even more convenient and user-friendly.

This feature allows customers to adapt and fine-tune their configuration by simply editing names, without the burden of recreating complex directives and actions. By providing greater flexibility and ease of use, we strive to enhance your overall experience and enable you to optimize your warehouse operations more efficiently. Stay tuned for further updates as we continue to evolve our solutions to meet your evolving needs.

Self-healing rules

Additional validations and a new set of self-healing rules in the optimization advisor have been released in 10.0.33, making it easier to identify and correct the most common configuration errors. It includes:

  • Location stocking limits and volumetrics optimization advisor rules
  • Dead configuration optimization advisor rules
  • Wave template optimization advisor rules

We strongly recommend running the optimization advisor after you configure the Warehouse management module to detect any missing or incorrect configurations.

Preview query results for the mobile device menu items

A new  feature released in 10.0.33 allows you to confirm the desired outcome of your queries, and helps you quickly identify issues with your query configurations for mobile device menu items.

By providing a streamlined and user-friendly preview capability, we aim to enhance your query management experience and ensure the smooth operation of your mobile device menu functionalities.

We are committed to providing intuitive and effective tools to enhance your troubleshooting experience, and this feature is another step towards achieving that goal.

Guided setup of the Warehouse management

Warehouse initiation wizard has been split into 2 separate wizard, to make the user experience even simpler:

  • Inbound configuration wizard
  • Outbound configuration wizard

Inbound configuration wizard adds a new option to create mobile device menu as part of the wizard.

Outbound configuration wizard adds a new capability to set up packing functionality as part of the wizard. 

Location directive – Filter by Warehouse

10.0.33 This feature introduces new filter by warehouse option to the location directive.

This new capability allows users to easily detect and filter location directives that are applicable to a selected warehouse. Whether it’s a location directive for all warehouses, a warehouse group, or a specific warehouse, this feature ensures that you can quickly identify the relevant directives specific to your warehouse operations. We understand the importance of efficient warehouse management, and this enhancement aims to streamline your processes and optimize your overall productivity.

Acceptance tests enhancements

This feature in 10.0.33 introduces new options for When/Then conditions. It enables more flexible and advance validation of the configuration.   It also includes considering replenishment configuration for the location directive.

 To learn more about this feature, follow this link:

https://learn.microsoft.com/en-us/dynamics365/supply-chain/warehousing/location-directive-acceptance-tests#set-up-an-acceptance-test

X++Warehouse tests are available externally

In 10.0.34 businesses that extend the functionality now have the ability to achieve test coverage and easily validate for any potential regressions. This groundbreaking feature ensures that businesses can proactively avoid issues and data corruptions while significantly speeding up the implementation process and improving the accuracy of their extensions. It is important to have robust and reliable solutions, and this enhancement empowers businesses to ensure the seamless integration and operation of their extended functionality.

Spot cycle counting: Process Guide

With this improvement, customers can extend existing mobile Spot cycle counting process in X++ in a more efficient way. WhsWorkExecuteDisplaySpotCycleCounting has now been converted to Process Guide which make the extension easier, since this process is broken into small steps that can be easily extended

Conclusion

The 2023 release wave 1 for Warehouse Management introduces exciting features: warehouse groups for simplified configuration, JSON import/export for queries, enhanced label printing, telemetry for performance monitoring, self-healing rules, improved location directive editing, guided setup, acceptance tests, X++ warehouse tests, and a Process Guide for spot cycle counting. These updates revolutionize warehouse operations.


Do you want to know more about Supply Chain at Microsoft ?

Take a tour – Supply Chain Management | Microsoft Dynamics 365


We’re excited to launch Free Trial | Microsoft Supply Chain Center Preview ,  which harnesses generative AI to assist Supply Chain managers in real-time communication with suppliers regarding specific news


The post Accelerate Warehouse management implementation with new pain-free experience appeared first on Microsoft Dynamics 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Deploy NDm_v4 (A100) Kubernetes Cluster

Deploy NDm_v4 (A100) Kubernetes Cluster

This article is contributed. See the original author and article here.

aks+ndmv4.jpg


 


 


Introduction


Today there is a lot of  interest around generative AI, specifically training and inferencing large language models (OpenAI GPT4, DALL.E2), Git copilot, Azure OpenAI service). Training these large language models requires lots of float-point performance and high interconnect network bandwidth. The Azure NDm_v4  virtual machine is an ideal  choice for these types of demanding  jobs (because it has 8 A100 GPU and each GPU has 200 Gbps of HDR InfiniBand). Kubernetes is a popular choice to deploy and manage containerized workloads on compute/gpu resources. The Azure Kubernetes service (AKS) simplifies Kubernetes cluster deployments. We show how to deploy an optimal NDm_v4 (A100) AKS cluster, making sure that all 8 GPU and 8 InfiniBand devices on each virtual machine come up correctly and are available to deliver optimal performance. A multi-node NCCL allreduce benchmark job is executed on the NDm_v4 AKS cluster to verify its deployed/configured correctly.


 


Procedure to deploy a NDmv4 (A100) AKS Cluster


We will deploy AKS cluster from the Azure cloud shell using Azure command line interface (azcli). The Azure cloud shell has azcli preinstalled, but if you prefer to install from your local workstation, instructions to install azcli are here.


 


Note: There are many other ways to deplot an AKS cluster (e.g. Azure Portal, ARM template, Bicep and terraform are also popular choices)


 


First we need to install the aks-preview azcli extension, to be able to deploy AKS and control AKS via azcli.


az extension add –name aks-preview

 


It is also necessary to register infiniBand support, to make sure all nodes in your pool can communicate over the same InfiniBand network.


az feature register –name AKSInfinibandSupport –namespace Microsoft.ContainerService

 


Create a resource group for the AKS cluster.


az group create –resource-group  –location 

For simplicity we will use the default kubenet networking (you could also deploy AKS using CNI and choose your own VNET), in the kubenet case AKS will deploy the VNET and subnet. System managed identity will be used for authentication. Ubuntu is chosen for the HostOS (The default AKS version deployed was 1.25.6 and the default Ubuntu HostOS is Ubuntu 22.04).


az aks create -g  –node-resource-group  -n –enable-managed-identity –node-count 2 –generate-ssh-keys -l   –node-vm-size Standard_D2s_v3 –nodepool-name  –os-sku Ubuntu –attach-acr 

 


Then deploy the NDmv4 AKS pool. (Initially only one NDmv4 VM, later we will scale up the AKS cluster).


 


Note: Make sure you have sufficient NDmv4 quota in your subscription/location.


 


A specific tag (SkipGPUDriverInstall=true) needs to be set to prevent the GPU driver from being installed automatically (we will use the Nvidia GPU operator to install the InfiniBand driver instead). Some container images can be quite large and so we use a larger OS disk size (128 GB)


 


 


az aks nodepool add –resource-group  –cluster-name  –name  –node-count 1 –node-vm-size Standard_ND96amsr_A100_v4 –node-osdisk-size 128 –os-sku Ubuntu –tags SkipGPUDriverInstall=true

 


Get credentials to connect and interact with the AKS Cluster.


az aks get-credentials –overwrite-existing –resource-group  –name  

 


Check that the AKS pools are ready.


kubectl get nodes


 


kubectl get nodes

 


Install NVIDIA network and gpu operators (they will be used to install specific GPU and InfiniBand drivers (in this case OFED 5.8-1.0.1.1.2 and GPU driver 525.60.13)


 


 

#! /bin/bash

# Apply required manifests
kubectl get namespace nvidia-operator 2>/dev/null || kubectl create namespace nvidia-operator

# Install node feature discovery
helm upgrade -i --wait 
  -n nvidia-operator node-feature-discovery node-feature-discovery 
  --repo https://kubernetes-sigs.github.io/node-feature-discovery/charts 
  --set-json master.nodeSelector='{"kubernetes.azure.com/mode": "system"}' 
  --set-json worker.nodeSelector='{"kubernetes.azure.com/accelerator": "nvidia"}' 
  --set-json worker.config.sources.pci.deviceClassWhitelist='["02","03","0200","0207"]' 
  --set-json worker.config.sources.pci.deviceLabelFields='["vendor"]'

# Install the network-operator
helm upgrade -i --wait 
  -n nvidia-operator network-operator network-operator 
  --repo https://mellanox.github.io/network-operator 
  --set deployCR=true 
  --set nfd.enabled=false 
  --set ofedDriver.deploy=true 
  --set ofedDriver.version="5.8-1.0.1.1.2" 
  --set secondaryNetwork.deploy=false 
  --set sriovDevicePlugin.deploy=true 
  --set-json sriovDevicePlugin.resources='[{"name": "infiniband", "vendors": ["15b3"], "devices": ["101c"]}]' 
  --set sriovNetworkOperator.enabled=false
# If you want to enable IPoIB, change secondaryNetwork.deploy to true and add the following flags:
# --set secondaryNetwork.multus.deploy=true
# --set secondaryNetwork.cniPlugins.deploy=true
# --set secondaryNetwork.ipamPlugin.deploy=true

# Install the gpu-operator
helm upgrade -i --wait 
  -n nvidia-operator gpu-operator gpu-operator 
  --repo https://helm.ngc.nvidia.com/nvidia 
  --set nfd.enabled=false 
  --set driver.enabled=true 
  --set driver.version="525.60.13" 
  --set driver.rdma.enabled=true 
  --set toolkit.enabled=true

 


 


Verify that InfiniBand and GPU drivers have been installed. You should see 8 infiniband devices and 8 gpu’s per NDm_v4 VM.


kubectl describe node  | grep =e “nvidia.com/infiniband” -e “nvidia.com/gpu”

 


Install Volcano Kubernetes scheduler to make it easier to submit HPC/AI tightly-coupled jobs.


kubectl apply -f https://raw.githubusercontent.com/volcano-sh/volcano/release-1.7/installer/volcano-development.yaml

 


Check that the Volcano kubernetes scheduler was installed correctly.


kubectl get all -n volcano-system

 


Create NCCL collective test container


Here is the Dockerfile that was used to create the NCCL collective test container, the NVIDIA NGC pytorch (23.03) was used as a base container.


 


nccl-tests.sh script to build the NCCL collective tests.


 


 

#!/bin/bash

git clone https://github.com/NVIDIA/nccl-tests.git
cd nccl-tests
make MPI=1 MPI_HOME=/usr/local/mpi

 


 


Dockerfile


ARG FROM_IMAGE_NAME=nvcr.io/nvidia/pytorch:23.03-py3

FROM ${FROM_IMAGE_NAME}

RUN apt update
RUN apt-get -y install build-essential
RUN apt-get -y install infiniband-diags
RUN apt-get -y install openssh-server
RUN apt-get -y install kmod
COPY nccl-tests.sh .
RUN ./nccl-tests.sh
COPY ndv4-topo.xml .

 


Login to your Azure container registry, where your custom container will be stored.


az acr login -n 

 


Build your container locally on a Ndmv4 VM. First change to the directory containing your Dockerfile.


docker build -t .azurecr.io/ .

 


Push your local container to your Azure container registry.


docker push .azurecr.io/

 


Run NCCL allreduce benchmark on NDmv4 AKS Cluster


The NVIDIA NCCL collective communication tests are ideal to verify that the NDv4 AKS cluster is set-up correctly for optimal performance. On 2 NDmv4 nodes (16 A100), NCCL allreduce should be ~186 GB/s.


We will use the docker container we created in the previous section and submit the NCCL allreduce benchmark using the Volcano scheduler.


 


Scale-up the NDmv4 AKS cluster to 2 NDmv4 VM’s (16 A100).


az aks nodepool scale –resource-group  –cluster-name  –name  –node-count 2 

 Here is the NCCL allreduce benchmark yaml script.


 


 

apiVersion: batch.volcano.sh/v1alpha1
kind: Job
metadata:
  name: nccl-allreduce-job1
spec:
  minAvailable: 3
  schedulerName: volcano
  plugins:
    ssh: []
    svc: []
  tasks:
    - replicas: 1
      name: mpimaster
      policies:
        - event: TaskCompleted
          action: CompleteJob
      template:
        spec:
          containers:
            - command:
                - /bin/bash
                - -c
                - |
                  MPI_HOST=$(cat /etc/volcano/mpiworker.host | tr "n" ",")
                  mkdir -p /var/run/sshd; /usr/sbin/sshd
                  echo "HOSTS: $MPI_HOST"
                  mpirun --allow-run-as-root -np 16 -npernode 8 --bind-to numa --map-by ppr:8:node -hostfile /etc/volcano/mpiworker.host -x NCCL_DEBUG=info -x UCX_TLS=tcp -x NCCL_TOPO_FILE=/workspace/ndv4-topo.xml -x UCX_NET_DEVICES=eth0 -x CUDA_DEVICE_ORDER=PCI_BUS_ID -x NCCL_SOCKET_IFNAME=eth0 -mca coll_hcoll_enable 0 /workspace/nccl-tests/build/all_reduce_perf -b 8 -f 2 -g 1 -e 8G -c 1 | tee /home/re
              image: cgacr2.azurecr.io/pytorch_nccl_tests_2303:latest
              securityContext:
                capabilities:
                  add: ["IPC_LOCK"]
                privileged: true
              name: mpimaster
              ports:
                - containerPort: 22
                  name: mpijob-port
              workingDir: /workspace
              resources:
                requests:
                  cpu: 1
          restartPolicy: OnFailure
    - replicas: 2
      name: mpiworker
      template:
        spec:
          containers:
            - command:
                - /bin/bash
                - -c
                - |
                  mkdir -p /var/run/sshd; /usr/sbin/sshd -D;
              image: cgacr2.azurecr.io/pytorch_nccl_tests_2303:latest
              securityContext:
                capabilities:
                  add: ["IPC_LOCK"]
                privileged: true
              name: mpiworker
              ports:
                - containerPort: 22
                  name: mpijob-port
              workingDir: /workspace
              resources:
                requests:
                  nvidia.com/gpu: 8
                  nvidia.com/infiniband: 8
                limits:
                  nvidia.com/gpu: 8
                  nvidia.com/infiniband: 8
              volumeMounts:
              - mountPath: /dev/shm
                name: shm
          restartPolicy: OnFailure
          terminationGracePeriodSeconds: 0
          volumes:
          - name: shm
            emptyDir:
              medium: Memory
              sizeLimit: 8Gi
---

 


 


Note: Modify the ACR (cgacr2) and the container name (pytorch_nccl_tests_2303:latest) in the above script.


 


Check the output


kubectl logs 

 


You should see ~186 GB/s for large messages sizes.


 


      8             2     float     sum      -1    38.15    0.00    0.00      0    31.44    0.00    0.00      0
          16             4     float     sum      -1    33.06    0.00    0.00      0    31.67    0.00    0.00      0
          32             8     float     sum      -1    31.27    0.00    0.00      0    31.14    0.00    0.00      0
          64            16     float     sum      -1    31.91    0.00    0.00      0    31.42    0.00    0.00      0
         128            32     float     sum      -1    32.12    0.00    0.01      0    31.64    0.00    0.01      0
         256            64     float     sum      -1    33.79    0.01    0.01      0    33.14    0.01    0.01      0
         512           128     float     sum      -1    35.12    0.01    0.03      0    34.55    0.01    0.03      0
        1024           256     float     sum      -1    35.38    0.03    0.05      0    34.99    0.03    0.05      0
        2048           512     float     sum      -1    38.72    0.05    0.10      0    37.35    0.05    0.10      0
        4096          1024     float     sum      -1    39.20    0.10    0.20      0    38.94    0.11    0.20      0
        8192          2048     float     sum      -1    46.89    0.17    0.33      0    43.53    0.19    0.35      0
       16384          4096     float     sum      -1    50.02    0.33    0.61      0    49.28    0.33    0.62      0
       32768          8192     float     sum      -1    59.52    0.55    1.03      0    54.29    0.60    1.13      0
       65536         16384     float     sum      -1    71.60    0.92    1.72      0    68.39    0.96    1.80      0
      131072         32768     float     sum      -1    79.46    1.65    3.09      0    76.06    1.72    3.23      0
      262144         65536     float     sum      -1    80.70    3.25    6.09      0    79.49    3.30    6.18      0
      524288        131072     float     sum      -1    89.90    5.83   10.94      0    90.97    5.76   10.81      0
     1048576        262144     float     sum      -1    104.8   10.00   18.75      0    105.6    9.93   18.62      0
     2097152        524288     float     sum      -1    140.0   14.98   28.08      0    133.6   15.70   29.44      0
     4194304       1048576     float     sum      -1    150.6   27.84   52.21      0    151.4   27.70   51.93      0
     8388608       2097152     float     sum      -1    206.6   40.61   76.14      0    204.0   41.11   77.09      0
    16777216       4194304     float     sum      -1    389.0   43.13   80.86      0    386.2   43.45   81.46      0
    33554432       8388608     float     sum      -1    617.4   54.35  101.90      0    608.5   55.14  103.39      0
    67108864      16777216     float     sum      -1    949.0   70.71  132.59      0    939.4   71.44  133.95      0
   134217728      33554432     float     sum      -1   1687.9   79.52  149.09      0   1647.8   81.45  152.72      0
   268435456      67108864     float     sum      -1   3019.6   88.90  166.68      0   3026.4   88.70  166.31      0
   536870912     134217728     float     sum      -1   5701.8   94.16  176.55      0   5745.8   93.44  175.20      0
  1073741824     268435456     float     sum      -1    11029   97.36  182.54      0    11006   97.56  182.92      0
  2147483648     536870912     float     sum      -1    21588   99.48  186.52      0    21668   99.11  185.83      0
  4294967296    1073741824     float     sum      -1    42935  100.03  187.56      0    42949  100.00  187.50      0
  8589934592    2147483648     float     sum      -1    85442  100.54  188.50      0    85507  100.46  188.36      0
# Out of bounds values : 0 OK
# Avg bus bandwidth    : 56.6365 

 


Conclusion


Correct deployment of NDmv4 kubernetes pools using Azure Kubernetes service is critical to get the expected performance. NCCL collectives tests (e.g allreduce) are excellent benchmarks to verify the cluster is set-up correctly and achieving the expected high performance of NDmv4 VM’s.


 

Migrating from Azure Database for MariaDB to Azure Database for MySQL

Migrating from Azure Database for MariaDB to Azure Database for MySQL

This article is contributed. See the original author and article here.

MariaDB is the open-source relational database management system created by MySQL’s original developers. MariaDB is designed to be highly compatible with MySQL. It supports the same SQL syntax, data types, and connectors as MySQL, allowing for a seamless transition for applications or databases that previously used MySQL.


 


Recently we’ve had many customers asking for guidance on moving from MariaDB to MySQL. To address this request, this blog post focuses on moving from Azure Database for MariaDB version 10.3 to Azure Database for MySQL version 5.7 using the MySQL Shell (MySQLSh) client. However, the same process, with minor changes, can help migrate other compatible MariaDB-MySQL version pairs.


 


Preparation


Before beginning, it’s important to assess any application changes or workarounds that are required to ensure a smoother migration. In real-world scenarios there are often challenges, so testing an application with the target MySQL 5.7 becomes crucial before starting the migration. To understand the potential incompatibilities between MariaDB and MySQL, refer to the following documents.



 


Prerequisites


Before starting this process, ensure that that the following prerequisites are in place:



  • A source instance of Azure Database for MariaDB running version 10.3.

  • A target instance of Azure Database for MySQL running version 5.7.

  • Network connectivity established (either via private or public network) between the source and target so that they can communicate with each other.


 


Migration overview


The process of migrating from Azure Database for MariaDB to Azure Database for MySQL involves:



  1. Backing up your Azure Database for MariaDB instance using MySQLSh.

  2. Restoring the backup to your Azure Database for MySQL instances using MySQLSh.

  3. Configuring and starting replication on your Azure Database for MariaDB instance, sending data to your Azure Database for MySQL instance.

  4. Performing cutover when the replication lag reaches zero.


 


1_Dump_Restore.png


2_MariaDB_Replication_MySQL.png


3_Cutover.png


 


Note: For reference, the name and size of the initial database is shown in the following graphic.


 


4 - Initial DB size.png


 


Procedure


To back up your Azure Database for MariaDB instance using MySQLSh, perform the following steps.



  1. Connect to mysqlsh prompt by running the following command:

    Syntax

    mysqlsh –uri %40@:

    Example command

    mysqlsh –uri azureuser%40rahulsaha-mariadb@rahulsaha-mariadb.mariadb.database.azure.com:3306


 



  1. To take a full backup (which will also include the master binlog file number and position) of the source server, at the mysqlsh prompt, run the following command:

    Syntax

    util.dumpInstance(“, {threads: 16, showProgress: true, users:false})

    Example command


    util.dumpInstance(“/backup/mysqlsh/mariadb_backup”, {threads: 16, showProgress: true, users:false})

    Example output

    5 - Backup.png


     





  1. To restore the backup to Azure Database for MySQL using MySQLSh, run the following command.

    util.loadDump(“/backup/mysqlsh/mariadb_backup”, {threads: 16, showProgress: true})

    Example output

    6 - Restore.png


    Next, I need to set up replication from Azure Database for MariaDB to Azure Database for MySQL. However, before setting up replication, it’s important to ensure that the firewall of both Azure Database for MariaDB and Azure Database for MySQL servers are configured such that they are allowed to communicate with each other.




 



  1. To configure network settings on the source Azure Database for MariaDB server, ensure that the IP addresses of the VM used to perform the migration and the target Azure Database for MySQL server are whitelisted in the firewall on the source Azure Database for MariaDB server, as shown below.

    7 - MariaDB connectivity.png


 



  1. To configure network settings on the target Azure Database for MySQL server, ensure that the IP addresses of the VM used to perform the migration and the source Azure Database for MariaDB server are whitelisted in the firewall on the target Azure Database for MySQL server, as shown below.

    8 - Flex Networking.png


 



  1. To configure the replication, use the stored procedure mysql.az_replication_change_master, as shown below.


    CALL mysql.az_replication_change_master(‘rahulsaha-mariadb.mariadb.database.azure.com’, ‘replica_user@rahulsaha-mariadb’, ‘StrongPass’, 3306, ‘mysql-bin.000003’, 385, ”);



    Example output

    9 - Replication1.png




 



  1. To start the replication, use the stored procedure mysql.az_replication_start, as shown below.

    call mysql.az_replication_start;

    Example output

    10 - Replication2.png


 



  1. Monitor the replication by running the command below until the Second behind master value displays as 0.

    mysql> show slave statusG


    Example output

    11 - Replication.png



  2. Finally, point the application to the target Azure Database for MySQL server by updating the connections string(s) as necessary.



Limitations



  • MySQLShell doesn’t support backing up users. While creating the backup, be sure not to include users by using the following command:

    MySQL  rahulsaha-mariadb.mariadb.database.azure.com:3306 ssl  JS > util.dumpInstance(“/backup/mysqlsh/mariadb_backup”, {threads: 16, showProgress: true, users:false})

    Example output

    12 - Error 1 backup.png


  • Restore error – Lock wait timeout exceeded. Locking can happen between transactions when loading data to MySQL, which may result in throwing the following error:

    MySQL Error 1205 (HY000): Lock wait timeout exceeded; try restarting transaction:…

    Example output

    13 - Error 2 Restore.png

    If you get this error, you can work around it by increasing the value of the “innodb_lock_wait_timeout” parameter in the Azure portal (as shown below), and then continuing the migration.

    14 - Error Fix.png

    Then, verify the change from the MySQL client by running the following command:

    SHOW VARIABLES LIKE ‘innodb_lock_wait_timeout’;

    Example output

    15.png



Conclusion


Migrating from Azure Database for MariaDB to Azure Database for MySQL using dump and restore tools, together with replication to minimize the downtime needed for cutover, is not a difficult process. However, be sure to thoroughly test and benchmark things to help minimize the potential for encountering issues during and post migration, as every database, application architecture can be incredibly unique.


If you have any feedback or questions about the information supplied above, please leave a comment below or email us at AskAzureDBforMariaDB@service.microsoft.com. Thank you!

Tips and tricks on how to search for organizational content more effectively

Tips and tricks on how to search for organizational content more effectively

This article is contributed. See the original author and article here.

Across Microsoft solutions, it is possible to search for work/organizational content in many different entry points, such as Office.com, Sharepoint.com and Microsoft Bing – Work tab.


 


Office.com and Sharepoint.com are great places to start a search across all your personal and content accessible to you within your organization, including shared documents, offering capabilities that can help you navigate content in a way that suits you the best.


 


This post will guide you through some of the most frequent work search tasks and demonstrate how you can achieve them with different methods. You will learn how to optimize your search experience and access the information you need efficiently.


 


It all starts with the Search box.


The Search box can help you find your recent content quickly and easily. It shows you suggestions of Files, People, and Apps that you interact with frequently.


 


BillBaer_22-1685726464714.png


 


How does starting your search in Office.com or Sharepoint.com looks like


 


You can also use keywords like “ppt” or “doc” to refine the results you are seeing in the Search box suggestions.


 


BillBaer_23-1685726464723.png


 


BillBaer_24-1685726464729.png


 


Retrieve Word documents by using ‘doc’ keyword.


BillBaer_25-1685726464738.png


 


Retrieve PowerPoint documents by using ‘ppt’ keyword.


 


You can also get People results in Search box suggestions based on their phone number or department.


 


BillBaer_26-1685726464778.png


 


People search suggestions based on phone number.


 


BillBaer_27-1685726464780.png


 


People search suggestions based on department name.


 


Navigating to Search Results Page


If you don’t see what you are looking for in Search box suggestions, press enter or click ‘Show more results’ to go to the results page to explore more content. You can use different tabs or filters to refine the results you are seeing.


 


BillBaer_28-1685726464791.png


 


 


As an example, you can use People tab and different keywords to search for people based on their department or job title.


 


BillBaer_29-1685726464803.png


 


Search for People based on department name.


BillBaer_30-1685726464811.png


 


Search for People based on job title.


 


Or go to Messages tab to find an Email or a Teams message with specific keywords.


 


BillBaer_31-1685726464822.png


 


Email and Teams messages search.


 


Easily navigate through your own content


Navigating through your own content daily can be challenging. Sometimes you may want to search for a specific document you created or edited, or a message/email you sent. This can be easily done by typing your name in the Search box and clicking on the Search box suggestion. This opens up a Person Centric Search view shown below.


 


It is worth noting that Messages tab is currently available in Office.com and is yet to come to Sharepoint.com


BillBaer_32-1685726465200.png


 


Navigating to People Centric Search view by clicking on suggestions in the Search Box


You can further narrow down your own content by typing additional keywords in the search box next to the name pill or using filter and tab refiners.


 


BillBaer_33-1685726465219.png


 


BillBaer_34-1685726465233.png


 


Using keyword + File Type filter to further refine your search


 


Search for people and content they shared.


You can search for your colleagues’ content or understand their position in the organizational chart by looking them up and clicking on their name from the search box suggestion.


 


BillBaer_35-1685726465246.png


 


Browse through content your colleagues have shared with you.


BillBaer_36-1685726465258.png


 


Understand your company organization and who your colleagues report to.


This feature only shows public content and content that has been explicitly shared with you by the person you are looking up. Hence in some cases, you may not get any results.


 


BillBaer_37-1685726465275.png


 


You can only browse through content explicitly shared with you.


 


Getting to work search results in Microsoft Bing


We are currently working to bring the same set of search capabilities across Office.com, Sharepoint.com and Bing.com/work.


 


To access work search in Bing.com, you need to be signed into Bing with your organizational account. This will enable you to see top work search results in the All-Tab. You can further explore work content by clicking some of the work result suggestions or going straight to Work tab.


 


BillBaer_38-1685726465299.png


 


Work result suggestions in All-Tab


 


BillBaer_39-1685726465324.png


 


Work search results in Work-Tab


 


On images below, we are showing how some of the searches mentioned in this article may look like in Bing.com/work.


 


BillBaer_40-1685726465347.png


 


Email and Teams messages search


 


BillBaer_41-1685726465377.png


 


People search by name.


BillBaer_42-1685726465401.png


 


Understand your company organization and who your colleagues report to.


 


BillBaer_43-1685726465409.png


 


You can only browse through content explicitly shared with you.


 


 


 


 


 

Download live PDF release plans on demand

Download live PDF release plans on demand

This article is contributed. See the original author and article here.

Thanks to a recent upgrade of Microsoft Learn, you can now get an up-to-the-minute PDF version of release plans for Dynamics 365, Power Platform, and Cloud for Industry anytime you like, in any language we publish. Previously, you had to wait for us to create PDF files to share the release plans with your team, clients, or partners. And since we created PDFs just once a month, they were often out of sync with the published release plans. Our localized PDFs were even more tardy.

Custom PDFs will be retired

In the next two weeks, we’ll retire the custom PDF files we’ve been creating every month. After that, any links to PDFs on the release wave landing pages will redirect to the automated PDF option so that you have the most up-to-date information available.

How to get live PDF release plans on demand

How do you get the new experience? At the bottom of the table of contents on any release plan page, select Download PDF. A PDF version of the entire release plan opens in a new browser tab. Select the Contents icon to expand the table of contents and easily navigate to sections that interest you.

Legend:

  1. Contents icon
  2. Annotation tools (highlighter, pen, eraser, text)
  3. View tools (zoom out, zoom in, fit to width, go to page, rotate page, switch between viewing one or two pages)
  4. Page tools (search, print, save, view full-screen, settings)

Watch a brief video:

You can print, save, or share the PDF file, too.

You can use the same technique to get a PDF of any documentation section of the Learn site.

Tell us what you think

We’re excited about this upgrade, but we want to know what you think! We’re always working to make the release plans more useful for you. Give it a try and let us know. And feel free to suggest features you’d like to see in the PDF version.

Tell us about your download PDF experience.

Learn more

Read our post highlighting some of the exciting updates coming your way: 2023 release wave 1 plans now available | Microsoft Dynamics 365 Blog

Not yet a Dynamics 365, Power Platform, or Cloud for Industry customer or want to know more? Take a tour:

The post Download live PDF release plans on demand appeared first on Microsoft Dynamics 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

5 ways Copilot in Viva Sales takes seller productivity to the next level

5 ways Copilot in Viva Sales takes seller productivity to the next level

This article is contributed. See the original author and article here.

AI-powered experiences are changing the game of what’s possible for sellers, and generative AI with Copilot is here to assist sellers do their best work. Copilot in Viva Sales is quickly evolving and adding new features and experiences to make sellers’ lives better. The tools are there to help offload and automate those mundane sales activities, allowing a seller to spend more time with prospects and engaging customers at the right moment in the sales cycle.

With email remaining a key channel in day-to-day interactions the recently announced General Availability of email features have received great feedback from salespeople helping them save time when connecting with customers. Let’s look at 5 ways Copilot in Viva Sales takes seller productivity to the next level:

Use Copilot in Viva Sales to generate email content suggestions

Responding to emails can take time and is often the activity sellers leave until the end of the day or week. It can be overwhelming and might even cause sellers to miss important deals. With AI-generated email content suggestions, we’re here to help your sellers balance their time and effort!

Sellers can use this feature to

  • Generate email replies. These replies will be in context of the e-mail thread and surface data from the relevant CRM opportunity.
  • Generate new emails based on a user defined prompt.

In our suggested replies, users can choose between several pre-defined categories or suggest their own prompt. The AI-generated replies intelligently create drafts that directly address the email thread users are replying to. In addition, the suggestions use CRM data to enrich the text and make it relevant to the specific situation. The response includes opportunity data based upon a contact match and allows the individual to adjust and switch opportunities with a simple click. It can even include the seller’s Outlook calendar availability to suggest meeting times.

AI-generated email content

With AI generated new emails and replies, users can refine the suggested text to add more content or context. For example, if a seller prefers to adjust the auto-suggested meeting day, they could simply add a free-text prompt asking Copilot to offer a time next week. The generated text will then update with the new timeslot.

Making sure the data is correct is critical to adoption. If the seller wants to understand the source of information in the generated reply, simply click the blue highlighted data point to see a window into the data source. Not only does this help build trust that the data is accurate, it also ensures they can validate without having to context-switch across multiple applications saving time and focus.

Forget “Admin Day” – quickly catch up on emails and update the CRM in the moment

With Copilot in Viva Sales, we are looking to reduce those admin days and instead help sellers get up to speed on customer communications quickly. Help them make those critical updates that improve data quality back into CRM and generate responses faster, so sellers can execute them in the moment rather than save up for an end of week activity.

AI-generated email thread summary

Viva Sales uses Copilot to summarize email conversation threads and provide your sellers with options to:

  1. Copy the summary.
  2. Save the summary to the CRM system as a note on the record’s timeline.
  3. Provide feedback on the quality and relevancy of the summary output.

When logging into your inbox it can be daunting to work through all the unread mail. As a typical pattern long emails are often reviewed briefly by skim reading the first few paragraphs. This can provide a huge risk to sellers missing key points that could be placed later in the thread. This is where the summarization capability with Copilot can help.

  • Email summaries are generated for emails or email threads with more than 1000 characters, which is about 180 words.
  • The email summary contains the key insight broken down into digestible bullet points so sellers can quickly catch up in seconds.
  • After adding the summary to the CRM system, sellers can edit it as needed in the timeline of the record.
  • The summary generated is designed to help sellers see key insights immediately and assist in the decision making on whether they need to take a deeper look. Copilot capabilities are never a replacement for a human review, but we designed them to help sellers decide to jump in faster with better context.

Effectively prepare for sales meetings

Copilot in Viva Sales helps sellers prepare for meetings in advance. It saves precious time by offering relevant customer information within Outlook, without making the seller switch screens to their CRM.

When opening a customer meeting in Outlook, in the Viva Sales pane, sellers get a view to help them get ramped up on the situation with the customer. The view includes:

  • CRM information on the opportunity that is the discussion topic of in the meeting.
  • Summary of recent notes that were captured on the opportunity level.
  • Any issues or concerns addressed within the notes.
  • Summary of previous opportunity activities (like emails and meetings).

Sellers can drill into the data source to get more context if necessary and be readier to engage knowing the top items that need to be addressed.

AI-generated opportunity summary

Boost seller productivity with AI-generated meeting summaries

Delivering a professional engagement with a customer can be the difference between winning and losing a deal. This applies to seller communications. When finishing an important meeting with a client a common task is to send a follow-up recap. Not only does this show that the seller has listened throughout the call but also ensures that there is a clear understanding of the next steps. Sellers capture their notes in a variety of places, but if they use the conversation intelligence capability in Viva Sales – creating the recap is easy.

With Copilot in Viva Sales, we’re here to help sellers cross this task off their list quickly and easily. We’re combining our conversation intelligence technology with the magic of Viva Sales and GPT, to boost seller productivity and help sellers focus on their customer relationships.

With just a few easy steps, Viva Sales flags that a new meeting summary is available for the previous communication. The seller can select and use the generated recap as a solid starting point for the response. Simple!

Steps to get started:

AI-generated meeting summaries

The generated meeting summary will cover topics that sellers discussed in their calls and action items that were mentioned, all captured by our conversation intelligence. The GPT technology will format the information into an email, and leverage CRM data to enrich the content.

Immediately engage with Viva Sales Copilot experiences, then sign in to connect with your CRM

Users who are not initially connected to CRM are still able to get instant value with Copilot in Viva Sales. We’ve made some capabilities available immediately upon opening the Viva Sales pane to showcase the productivity experience. Sellers who would like to take further advantage can then connect to CRM for access to the full capabilities.

When opening the Viva Sales pane without being connected to CRM, users can:

  • Provide a prompt to draft AI-generated email content.
  • Catch up on emails with email summaries at a glance.

Users can easily sign into their CRM to save those thread summaries or get additional Copilot in Viva Sales value.

Copilot in Viva Sales without CRM

Next steps

As organizations embark on their AI defined vision and strategy, Copilot in Viva Sales is a great way to see immediate value for sellers. The solution is designed to help sellers see real tangible results from the moment they switch it on without lengthy consultancy effort or technical training. If you are a Dynamics 365 Sales Enterprise and above customer Copilot in Viva Sales is included within your license plan and it is easily available for Salesforce customers to purchase.

Get started with Viva Sales: Microsoft Viva Sales | Microsoft Viva

Installation and Admin guides and FAQ: Get Started with Microsoft Viva Sales | Microsoft Learn

Copilot in e-mail documentation: Copilot in Viva Sales E-mail Messages Overview

The post 5 ways Copilot in Viva Sales takes seller productivity to the next level appeared first on Microsoft Dynamics 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

What’s new in Microsoft Teams (free) | May 2023

What’s new in Microsoft Teams (free) | May 2023

This article is contributed. See the original author and article here.

As you might have seen, many new features have become available in Communities (beta) in Teams free on Windows 11, bringing it close to parity with mobile. You can now create and join communities on Windows 11, and invite others to your communities, too.


 


There’s also a significant change in Teams free meetings where previously all meeting participants joined meetings through lobby. We have now added a new option for invited participants to get directly to the meeting, in other words bypassing the lobby. This will be the default setting for all new Teams free meetings, making meeting joins more seamless for the invited participants, and keeping your meetings safe by having everybody else still joining through the lobby.


 


New features in Teams (free) on desktop and web


 


Create a community (Windows 11)


You can now conveniently create a new community from scratch in Teams free on Windows 11, very similarly as on mobile. You just need to fill in the community details like name, description, and community picture, and adjust community guidelines as needed. After community creation you can then invite new members or change further community details using mobile.


MiikkaOksanen_1-1685633683071.png


 


Invite members to your community (Windows 11)


It’s easy to invite others to your communities in Teams free on Windows 11 now. You can invite contacts already using Teams free or even those who have not yet got started using their email address or phone number. Learn how to invite and remove community members


MiikkaOksanen_2-1685633719688.png


 


Create community events and view community calendars (Windows 11)


Community events are a core feature in communities and now it’s possible to create those and view community calendars in Teams free on Windows 11, too. Communities created on Windows 11 are visible on mobile and vice versa making it easy to join the meeting when it’s time. Learn more about community calendars and events


 


Notify community members about new content via email (Windows 11)


When creating a new community post, you can now notify community members about the new post via email. This new option available when posting in a community helps you to reach your community members quickly even when they are not in Teams. These emails link back to the original post making it convenient to read the new content. Learn how to post to a community


MiikkaOksanen_3-1685633740841.png


 


Use Microsoft Designer for community announcements (Windows 11)


Community announcements stand out from other community content and when posting a community announcement on Windows 11, you can now use Microsoft Designer to quickly create a gorgeous banner image for the announcement. Learn how to use Designer for announcement banners


 


New features in Teams (free) on mobile


 


Notify community members about new content via email


When creating a new community post, you can now notify community members about the new post via email. This new option available when posting in a community helps you to reach your community members quickly even when they are not in Teams. These emails link back to the original post making it convenient to read the new content. Learn how to post to a community


MiikkaOksanen_4-1685633774783.png


 


Block users from your community


In the event of a bad actor going rogue in your community, as the community owner you can now block them from the community. The same user will not be able to join the community again. We hope you won’t be needing this feature, but it’s now available should it be needed. You can remove a community member and block them from joining the community again by selecting them from the member list and selecting ‘Remove from community’. This will give you options to ‘Remove’ and ‘Remove & Block’. Learn how to remove and block users from your community


MiikkaOksanen_6-1685633830186.png


 


Bulk invite community members using mobile camera (iOS)


It’s now very easy to quickly get your community growing with the new bulk invite option on iOS. With this feature you can use your mobile camera on iOS to grab a picture of a list of email addresses and phone numbers which then will be validated and matched against the current member list of the community. You can update the list as needed and when ready, send invites to up to 50 persons in one go. Learn how to bulk invite community members on iOS


MiikkaOksanen_5-1685633809375.png


 


How to send feedback and suggestions?


We are always happy to receive feedback and suggestions to make our product even better. To participate in our feedback program and help us in our endeavor, please follow the steps below:



You can also sign up for a user panel, to get opportunities to connect directly with the product team, and help make Teams (free) better. Learn more

Build more connections with new communities in Microsoft Teams and GroupMe features

Build more connections with new communities in Microsoft Teams and GroupMe features

This article is contributed. See the original author and article here.

Today we’re announcing new updates to the free version of Microsoft Teams that will allow you to create communities from scratch, share and invite members, create and host events, moderate content with critical trust and safety features, and get notified about all important activities.

The post Build more connections with new communities in Microsoft Teams and GroupMe features appeared first on Microsoft 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Generate and send SMS and Email using Azure OpenAI Services and Azure Communication Services

Generate and send SMS and Email using Azure OpenAI Services and Azure Communication Services

This article is contributed. See the original author and article here.

Many organizations, for example, schools during a significant weather event, need to rapidly communicate ad hoc updates via SMS or Email.  With Azure Communication Services and Azure OpenAI Services, we can simplify this experience to help you automatically generate templated messages for different communication channels and audiences. If this problem seems familiar, we have built a pre-built solution that can help you. See our manual for step-by-step instructions.


 


                                                      Contoso-School.gif


 


The solution uses the example of a a school administrator who needs to send a weather related alert and focuses on three main parts:


 



  1. Provide a secure app for school administrators using Power Apps. School administrators can configure the message they want to send to their contacts.

  2. Support multiple channels (SMS, Email) using Power Automate and Azure Communication Services. They can cover a variety of channels to ensure the recipients see the message in a timely manner.

  3. Auto-generate templates for each medium based on the message description using Power Automate and Azure OpenAI Services. Craft professional messages for a variety of mediums easily. You will not need to re-write the message for each medium.


 


Architecture overview


 


In our solution, to create and send messages to the contacts, we will leverage Power Apps and Power Automate to build the applications and flows. The Power App will enable the school administrator to configure the message they want to send out to contacts. It will be linked to a Dataverse table with contact information. The Power App will trigger a Power Automate flow which will use Azure OpenAI Services to create communication templates for each channel and Azure Communication Services to send SMS and Emails to the parents using contact information.


 


                                                         dayshacarter_1-1685550863843.png


 


Check out our pre-built solution or the step-by-step instructions to get started building your own application for SMS and email messages today.


 


If you would like to see more samples like this or would like to learn more about the process of building solutions with Azure Communication Services and Azure OpenAI Services, drop us a comment below.

Introducing extended planning and analytics for Dynamics 365 Finance

Introducing extended planning and analytics for Dynamics 365 Finance

This article is contributed. See the original author and article here.

In an era marked by increasing interest rates, high inflation, and economic uncertainty, empowering CFOs with financial planning tools and data analytics (FP&A) has become essential. These resources aid decision-making by providing comprehensive financial analysis, forecasting, and budgeting capabilities helping organizations to consolidate and analyze financial data, and create accurate financial models. At Microsoft, we are dedicated to delivering advanced FP&A solutions that seamlessly integrate innovative new features with traditional capabilities, empowering CFOs with impactful tools tailored for the modern era. Our objective is to usher in a new generation of planning capabilities for CFOs by unifying data across business processes, delivering near real-time insights to anticipate the future, and using the latest advancements in AI and natural language processing to provide a solution that goes beyond traditional FP&A solutions and redefining how finance operates.

Today, we are thrilled to announce significant strides toward realizing this vision. Microsoft is introducing a fully developed, customer-ready extended planning and analytics solution (xP&A). Our solution will provide Microsoft Dynamics 365 Finance customers with user-friendly and rapidly deployable modern xP&A capabilities. Empowered by our new solution, organizations can continuously plan, looking across the enterprise at timely operational and financial data with AI-assisted insights providing critical strategic direction to accelerate innovation and guide their businesses toward sustainable success.

Dynamics 365 Finance

Enhance your financial decision making

Finance executive analyzing data on a tablet.

Outdated and overly complex solutions hinder finance’s strategic execution

Over the past decade, CFOs have reaped the benefits of various FP&A tools offering invaluable support. However, these tools inherently possess limitations that impede their ability to meet the strategic demands of modern CFOs. Challenges such as integration complexities, restricted data sets, and infrequent data updates severely curtail their effectiveness, rendering agile planning difficult if attainable. Their implementation tends to be sluggish and costly, demanding advanced skill sets to derive actionable insights. Moreover, their inflexibility and reliance on rigid user interfaces constrain customization possibilities and do not cater to specialized customer requirements. Lastly, these tools, in their present state, often lack advanced analytics and AI capabilities to better predict and model scenarios to anticipate future needs.

Equipping Finance with the planning tools of the future

To address these challenges, our xP&A solution will utilize advancements across the Microsoft product portfolio. It seamlessly integrates access to unified, near real-time data innovations powered by the business performance analytics capabilities within Dynamics 365 Finance and incorporates automated insights obtained through recent acquisitions in critical business domains, such as AI-driven spend analytics and process mining. Additionally, our solution includes the latest advancements in natural language processing, enabling interactive and embedded AI experiences that actively guide finance and operations leaders toward better decisions. This unique combination of technologies positions Dynamics 365 Finance as a disruptive force in ERP (enterprise resource planning) and the opportunity to lead in the financial planning and analytics category. By embracing our solution, finance teams can confidently navigate the era of AI and may experience significant growth.

Traditional FP&A solutions with the innovation needed for success

While our xP&A solution aims to be visionary, we acknowledge the importance of meeting the foundational expectations established by industry-standard FP&A tools. In addition to offering these essential capabilities, our new xP&A solution provides access to a diverse range of customizable use cases and templates designed to address various financial requirements, facilitate a quick start for customers, and enable fast deployment.

Whether teams require support for budgeting and forecasting, sales and operations planning, cash flow forecasting, financial close, or workforce planning, our solution delivers proven workflows that are highly adaptable. Our solution prioritizes critical modern capabilities that are top of mind for today’s CFOs, such as predictive forecasting, zero-based budgeting, what-if analysis, and uncovering hidden drivers with AI-powered insights.

Dynamics 365 Finance xP&A capabilities go beyond traditional finance processes by extending the scope of data to encompass cross-domain datasets, including supply chain, human resources, sales, and more. This holistic approach supplies a comprehensive view of operational performance, empowering informed decision-making.

Familiar user experiences and the power of Microsoft Cloud

Most importantly, our xP&A solution provides customers with a familiar and user-friendly environment, delivered through the well-known and easily customizable experiences of Power BI and Excel. These applications have become ubiquitous among Finance users as their go-to analytics environment for daily work. Our solution allows them to seamlessly work within their preferred experiences without extracting and transforming data from their ERP. Gone are the days when finance teams were confined to rigid and outdated user experiences in traditional ERPs. With our solution, finance teams can fully embrace innovation from dedicated product teams while enjoying the familiarity and efficiency of the tools they have relied on for decades.

Finally, backed by the full power of the Microsoft Cloud and data platform, our xP&A solution will use innovations across the Microsoft portfolio. With robust collaboration capabilities embedded into Microsoft Teams and recently announced Dynamics 365 Copilot natural language processing functionality to deliver interactive insights embedded into the flow of work so users of all skill levels can securely access, share, and collaborate with timely data within the same tools they already rely on daily.

A new era of planning capabilities for the CFO

Today’s announcement of extended planning and analytics (xP&A) for Dynamics 365 Finance represents a significant advancement in providing CFOs with AI-driven financial planning tools and data analytics capabilities. Imagine a world where finance teams can engage with embedded natural language processing models in planning tools, enabling them to initiate what-if scenario planning iterations by asking critical questions and modeling their impacts. This empowers finance teams to anticipate and adjust for various outcomes proactively.

For instance, what if Finance users could prompt Dynamics 365 Copilot by asking questions like, “What is the predicted growth rate for product A and B?” These predictions are then seamlessly integrated into planning models, generating detailed scenarios that offer valuable insights into how the growth of specific products may influence staffing needs, revenue, and margins.

To address modern economic challenges, a new age of sophisticated planning and analytical tools is essential for CFOs to anticipate risk, drive innovation, and guide their businesses toward short-term and long-term success. With Dynamics 365 Finance, CFOs now have the tools to address these challenges and keep their organizations strong for the future.

Learn more

Begin your AI journey today! Learn more about Dynamics 365 Finance.

The post Introducing extended planning and analytics for Dynamics 365 Finance appeared first on Microsoft Dynamics 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.