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Hey everyone, Chris here from the Support Team,

I wanted to create a quick video to demonstrate how you can use the Financials Web Services for Reporting.

You don't have to have any developer knowledge to make use of the OData v4 M points,

you can pull data into Excel or Power BI and build reports right now.

So let's take a look at the Web Services page.

The Web Services page is where you can expose pages queries

that you want to be able to pull information out of Financials

and down to Excel or Power BI to build reports.

It's very easy to do, you can use these links over here

and you can pick new pages to expose depending on the data that you need to pull

and the reports that you want to build.

Let's start of by taking a look at the Sales Document lines

and Sales Documents Web Services.

First thing I want to do is make sure

that your user has a Web Service access key generated,

so let's navigate to the user screen,

I'll select my user and what you're looking for here

is that you have a Web Service access key for the user generated,

if you don't, you can use this button at the top to generate one,

but you will want to have a copy of your user name here

and your Web Service access key here,

as these will be used as your user name and password when you go to Connect to the Web Service M Points.

Now that I have my user name and password, I am going to navigate to Excel.

In Excel we can go to Data, Get Data From Other Sources,

from OData Feed and this will pull up a prompt asking for the URL.

Back in Financials I will select my Sales Documents,

OData v4 URL, I'm going to copy that shortcut,

come back to Excel and paste that in.

Now it's going to come up for authentication.

For the authentication we'll go to Basic

and we will use the password that we just got off the user card.

Once I paste that in here and hit Connect,

we should be getting a preview of the data that we are pulling from that OData feed.

There we go, this is our purchase header information, I'll go ahead and load that,

I'm going to navigate to a new sheet and do the same thing, I'll go to Data, Get Data, From Other Sources, From OData Feed

and this time we will copy our Sales Document Lines OData v4 Feed URL,

I'll to plug that in and this time Excel will remember our credentials

and should just load up the preview immediately.

You can edit here if you want to, I'm just going to load it all in

and now I have a refreshable set of data,

header and line data that I could slice and dice and build reports of in Excel,

if you have an Excel power user that you can give this to,

a refreshable report, they can start making reports of this immediately.

Let's take a look at another example and how we can add new web services.

I once had someone ask me if there was a report that showed you the Inventory on Jobs versus the Inventory quantity on hand,

they wanted to be able to see if they were going to have enough inventory on hand to fulfill jobs in real time.

I don't think we have a report like this,

but I said we can build one of the web services.

On the Web Services page, if you want to add a new page,

to expose that for building reports you can do so by using this Create Data Set wizard.

Now, for the report that I'm talking about we will need to have Items page and Job Planning Lines page exposed.

Items page is already exposed, so we just need to expose the Job Planning Lines.

We'll just go to the wizard to create a new data set, this Data Source ID section;

you can click the ellipses to do the lookup,

and I can do a search here on 'job',

I'll do 'job', and I then should be able to find the Job Planning Lines page, here it is right here,

so that's the one I'll add, give it a name

hit Next and then it will allow you to filter the data that you want to pull,

this doesn't really matter, so we'll just publish it.

It finished, and I should get a Job Planning Lines web service published now.

Here it is right here.

So now I have Items and Job Planning lines, I should have the Web Services I need to build the report,

so let's jump into the Power BI desktop,

I am going to be pulling the data into Power BI desktop in almost the exact same way that I did with Excel.

I am going to Get Data, OData feed, and I am going to grab my URLs, we'll go with Items,

plug that in,

and then it will ask for credentials where we will use our username and the web service access key

and this should give us a preview of the data just as Excel did;

there's my Inventory and my Quantity on hand.

Now, I know the data that I need to build this report, so I'm going to add it,

because I really only need to bring in the Number, the Description, the Type and the Inventory Count,

I don't need any of this other data coming in, so we can simply remove those columns.

Now this makes the query a little more clean if I'm not pulling all that data down that I don't need,

the query should considerably run faster, so let's close and apply that.

Now we can get the data for the Job Planning Lines the same way,

I'll just jump ahead here to save time,

so here I am with my Job Planning Lines data,

I'm just going to load this editing to save time;

I now have the queries that I need to build my report;

the first thing I'm going to do is to rename my queries so that they're easier to identify,

so I will rename this one to 'Items'

and I will rename this one to 'Job Planning Lines'.

The next thing I am going to do is setup a relationship between the two sets of data,

I can go to the Manage Relationships button here at the top and set up a new relationship

and I want the relationship to be between the numbers,

so the Item Number and the numbers on the Job Planning Lines.

Now Job Planning lines can contain Resources, Text or Items,

so if I have an Item Type on the Job Planning line it should have an Item Number here,

so I do want those to tie together with the One to Many relationship.

Next thing I am going to do is rename my Quantity field to Job Quantity,

just so I can differentiate that, to know that that's my Job Quantity and not Quantity on hand.

Now let's start adding some columns from the items to our report: Description, Inventory, to start off,

I can see now the full list of my Inventory and how much I have on hand,

now let's add the Job Quantity column.

So now it filters down to just to the matchup and both have values;

I do have a blank one here which I can easily remove by setting a filter,

if I go to Description and Select All and Remove Blank, that will take care of that.

Now I only have inventory items that are listed that are actually on.

Job Planning Lines.

So this is fine, this is showing me how many I have on jobs and how many I have on hand,

but if this got bigger, it would be harder to read, so let's get a third column going,

we want to calculate a column that actually shows us the difference,

so I'm going to right click over here on Items, I'm going to add a new measure;

now, the measure that I'm about to put in here I'm just going to copy paste in,

I'm not an expert on creating measures in Power BI,

but I was able to create this one after about five minutes of looking on Bing,

essentially all it's doing is subtracting the Job Quantity from the inventory QOH

and if we add that, it will help;

if we add that we know get a difference as a third column,

the problem is it added all the items back, not just the ones that we have on jobs,

so let's do another filter

and we will show Job Quantity only where it is greater than zero

and apply that filter and now we're back to see.

So this is great, this is fine.

But the final thing that we would want to do is maybe add some kind of a visual indicator

for when we have a negative difference,

so let's go over to the difference value and do conditional formatting

and we'll do a diverging, we will do the lowest value of zero

and then make it a reddish color I guess,

middle value can be one and the highest value can be nine

and we'll hit OK

and we don't see anything changed and we shouldn't,

because we don't have any negative values,

but, if we go into Financials now

and add some more tables or some chairs to a job,

we should see that change.

So, let's go to one of our jobs and you can see how this updates in real time;

going to this job,

we'll go to the Job Planning lines and instead of eight BERLIN guest chairs,

we'll do a hundred and five BERLIN guest chairs

and I can immediately go back to my report,

hit Refresh and we should see a change.

Now I have a report with a visual indicator allowing me to know if there's a problem

that I am going to have a negative inventory based on the number of chairs I currently have a sign on Jobs.

Now, you can get columns filling in which job is on,

obviously there's a lot of power here, for basic, ugly reporting this is just an example.

You can build up as many report as you want, put them on a Power BI Dashboard,

give those to your users to do their job more effectively.

I hope this video helps you to get more value out of the Financials product

and as always if there is any questions you should head over to the community forms and ask away.

Thanks!

For more infomation >> Using Web Services in Dynamics 365 for Financials for reporting - Duration: 12:37.

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Watch out for third-party DMV sites - charging you for free services - Duration: 2:02.

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Services For Families Left Vulnerable By Cancer - Duration: 2:54.

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Should you offer discounts on your products and services? - Duration: 5:11.

hey guys and welcome back today I want to talk a little bit more about

discounts and whether you should ever offer discounts on your products or

services

first let's talk a little bit more about why people offer discounts to begin with

oftentimes it is to move product to move your services to sell more however it

can come off as desperate oftentimes when we see someone discounting

something we start to wonder why it's being discounted what is the true value

of that product or service because it's being discounted if you offer discounts

it can often send the wrong message if here you have established this value for

the service or product that you offer you've told everyone this is what it's

worth this is what it's priced at and then you turn around and say well no

actually on these certain other days of the year or this week only it's actually

worth something completely different and it's really hard to build that value

back up again after you've discounted it and told everyone it's actually worth

less I want to point out that it's much more widely accepted to discount

products than it is to discount services now with products often it is a

mass-produced thing every product is essentially the same there's no real

level of customization there so you can get away with discounting more easily

especially when it comes to you know certain times of the year or trying to

move more of them because by bringing the value of it down or bringing the

price of it down you're not necessarily devaluing the product itself because the

product stays the same yet with a service often times you are with the

client is dying or they are buying a customized experience and so when you

drop the price of that and you devalue that it's a lot harder for a client to

understand why it might go back up later or why it was that price in the first

place plus customers tend to understand that when they are buying a product they

are buying not just the cost of the materials themselves they go into the

product they know there's markups involved they know there's you know

depending on how many different stops the product has to make to get to the

consumer or how many different distribution channels there are you know

that's gonna change the price of a product so and we all kind of

know how that works so when we see you know at you know Walmart or anywhere

else the price of something dropped we're we're not as often put off by that

and that doesn't in our minds devalue the product itself but with a service if

you discount it you are devaluing it and you are

compromising the overall view of your service and what it entails so you have

to be really really careful about that and honestly myself I don't believe in

discounting my services they are what they are because my services are

customized my services are working with you know individuals or students or

anything else to consult with them and give them feedback on their businesses

that is something where my level of knowledge or expertise or experience or

advice that I'm giving that doesn't change based on the day of the week or

the month or because I just feel like booking more clients this month that's

not gonna change anything so I can't devalue my expertise in my education and

all of this these background pieces that go into the price of my service yep on

the flip side of that with the pricing workbook for example I am NOT as

attached to the price of that that the work of yourself isn't gonna change no

matter how many I sell any given year so that's something where I would be more

open to discounting it if I needed to sell more of them or if I wanted to open

up sales for a particular audience that is a product that is something I don't

mind putting a discount on my services no way not gonna discount those not

gonna devalue those because those are based on a personal experience with each

of my clients so now what can you do instead of discounting you can add value

to what you already have so whether this might come in the form of giving an

extra bonus or giving more of your time to a client or giving an additional

service that you add on to your current service that they're looking at whatever

that might be by adding value by giving them more you

can often still have that and send for them to hire you or work with you or

buy your product than just by discounting it so there you have it

are you someone that has discounted in the past or do you offer discounts on

your products and services I'd love to hear in the comments below and if you

like this video be sure to give it a thumbs up and subscribe to my channel

because you know me I like to talk all about this kind of stuff I love numbers

and the pricing and love talking about values so you want more of that be sure

to subscribe I'll talk you soon

you

For more infomation >> Should you offer discounts on your products and services? - Duration: 5:11.

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Health Services - Duration: 1:08.

My name is Nadine Miller I am the Director of Health Services, Audiology, and

Homebound. We support student success by helping our kids meet their medical

needs whether that's a medication at school, a procedure that they need,

helping with their chronic illness, we do vision screenings and hearing screenings.

W look at everything that that child needs to make that child successful. I

really think that my teams out in the schools and my team here at student

services, we really work for those kids every day. Watch my nose. Very good. Look over here. Good. One more eye. Hey, I heard you're having a

rough morning. Tell me a little bit of what's going on. I love being a school

nurse because I love the opportunity that I have to really make a difference

in a child's life. Not only will their medical needs be taken care of, they have

a safe environment to come to, but they also have that resource in that health

office every day to support them, to be there for them, to make that child

successful.

For more infomation >> Health Services - Duration: 1:08.

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Reimagining the customer experience in financial services - Duration: 46:07.

For more infomation >> Reimagining the customer experience in financial services - Duration: 46:07.

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6 Tips to Save Your Organization Money with Amazon Web Services - Duration: 9:01.

(dramatic music)

- Greetings everyone,

Raymond Lacoste here,

with Stormwind Studios,

and I wanna take this opportunity to save you money.

Now how am I gonna save you money?

Well, I am going to give you six tips

to save more money with AWS.

Why?

Because I saved 50% because it was on sale.

So how are you gonna save money with AWS?

Well first and foremost,

you wanna pick the right size EC2 instance.

It's as simple as this.

Don't use an instance

that is gonna give you more than you need.

More what?

More CPU, more memory, more storage, more networking.

If you use an instance

that gives you more than what you need,

then you are paying for resources

that you don't actually need.

So don't over provision,

and also, don't under provision.

So to make sure you don't over

or under provision your resources,

you wanna adapt.

So if you realize you've over or under provisioned,

scale up, scale down, scale in, scale out.

That's right, adapt as the needs of your business change.

I want you to take a look at reserved or spot pricing.

A lot of people are only familiar with on-demand pricing,

because they haven't taken the time

to learn about what is reserved pricing,

or what is spot pricing when it comes to AWS.

Well, reserved pricing

is essentially a contract between you and AWS,

that states for the next year, or three years,

you can do an all, partial, or no up-front payments.

And, for 24 hours a day, seven days a week,

365 days a year,

for that one or three year timeframe,

you will pay this amount of money on an hourly basis

for that instance.

You might be saying, "Wow, gee, that's a lot of money."

Well wait, if you compare that same timeframe

to on-demand pricing,

you could save up to 75% if you use a reserved instances,

over on-demand pricing,

over that period of time, so plan ahead.

Spot pricing.

Oh, this is an interesting one,

it's like playing the stock market.

What I'm gonna do,

is I'm gonna set a certanin price limit,

that I wanna pay for using an EC2 instance.

If the price is below that value,

then the instances are gonna be launched,

and I will be able to use those instances

for what I wanna use them for.

However, if the price goes above that value,

so let's say I pick 10 cents,

and the price goes above 10 cents per hour,

then those instances are gonna be terminated,

or no instances are gonna be launched.

Why?

Because it's above my price.

So I bid on spare EC2 computing capacity

that's not being used in that moment in time,

and I could save up to 90% over on-demand pricing.

That's right, up to 90%.

That's a huge cost savings.

So in your organization,

if you plan properly,

you're gonna have a mixture of on-demand pricing,

reserved pricing, and spot pricing,

so that way you can save as much money as possible,

running those EC2 instances.

Now, do not pay for something you are not using.

How many times have you told somebody in your household,

"Shut off the light when you're exiting the room!"

Right?

Your child leaves their bedroom, they leave the light on,

eventually you realize the light's on,

and you remind them again, "I don't wanna pay

"for something I'm not using."

Meaning, I don't wanna pay for that electricity,

if nobody is in that room.

Same thing here.

Terminate instances that are not being used.

Now if you're using reserved pricing,

you're gonna pay for it no matter what,

whether it's running or not.

That's the idea behind reserved pricing.

But you're gonna save a lot of money.

So I'm talking about on-demand instances here.

If there are on-demand instances running,

and you're not using them to their potential,

or using them at all,

terminate them, get rid of them!

'Cause you don't wanna pay for something

you are not actually using at that moment in time.

Now, EBS volumes are gonna be used with our EC2 instances.

So if you have EBS volumes

that are no longer attached to an EC2 instance,

or you have snapshots of EBS volumes

that are no longer needed,

then you're paying for storage that is not needed anymore.

So if you come across any EBS volumes

or snapshots in your account,

that you're no longer utilizing, or no longer need,

make sure you delete them,

so you don't pay for that storage anymore.

I really like being advised

on things that I, well, need to be advised about,

and we have this tool that's given to us by AWS

called the Trusted Advisor.

And I want you to use Trusted Advisor.

AWS wants you to use Trusted Advisor.

Why is that?

Because Trusted Advisor is going to scour your account,

and locate resources, and services, and features,

that you can save money on.

What?

Did Raymond just say that properly?

I did.

Trusted Advisor will go through your account,

and find areas that you can save money on,

as well as other things.

But I really like the saving money-aspect of it.

So AWS created a tool,

that will allow me to pay them less money.

Huh, that is great.

I love this tool.

So take advantage of Trusted Advisor.

One of the things that people get, or forget about,

that's what I'm trying to say, forget about,

is elastic IP addresses.

So here's an example.

Elastic IP addresses is simply a public IP address

that's given to you by AWS.

And I might need one, two, three, four, five, whatever,

and then I associate those public IP addresses

with EC2 instances.

If I am using those public IP addresses on EC2 instances,

I don't pay for them.

That's right, I don't pay for them if I'm using them.

I only pay for them if they're associated with my account,

and I'm not using them.

So AWS does this

so you're not hoarding public IPB 4 addresses.

They'll start charging you for them

if you're not actually using them.

So Trusted Advisor will look to see

if you have any unused elastic IP addresses,

and warn you about them,

so that way you can give them back

so you no longer have to pay for them.

So there's a great advantage of using Trusted Advisor.

AutoScale, use CloudWatch, what does that mean?

Well CloudWatch is gonna allow me to monitor my resources.

So let's say we have instances running,

and they're in a group,

and the CPU utilization gets to 80%.

Well, then we can use AutoScaling to scale up,

so that way that as a group,

we add more servers to the group,

and then CPU utilization goes down.

But we can also use this in reverse,

meaning that if we have a whole bunch of servers

that are a part of an AutoScaling group,

and resource utilization drops,

let's say down to 20% amongst the group,

then we take a server away.

So every time as a group,

if those servers combined equal 20%,

take a server away, take a server away, take a server away,

so that way we don't have to pay for servers and resources

that we don't really need to pay for.

So we can grow and shrink the number of instances

to meet the needs of our organization automatically,

and save us money.

And lastly here, Cost Explorer.

With Cost Explorer,

you're gonna have the ability to keep track of costs,

you'll be able to keep track of usage trends.

You'll even be able to keep an eye on your billing.

So set up billing alerts,

so that way there you'll be notified

if your bills get out of control.

Meaning that you get a bill that's gonna be coming in,

that's way more than you anticipated.

So you might say, "Well, on average,

"we only spend $200, or not even on average,

"maximum we've ever spent in the last year,

"has ever only been 150 bucks."

I am going to set a billing alert at $200.

So if you ever go over $200,

I'm gonna be notified right away,

so that way we can take action

and adjust resource usage as needed.

So folks, I really hope you will take advantage

of my tips for saving money with AWS.

Until next time folks,

everyone here at Stormwind Studios

wishes you the utmost fantastic journey with AWS.

Take care everyone, and bye for now.

For more infomation >> 6 Tips to Save Your Organization Money with Amazon Web Services - Duration: 9:01.

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