Build better relationships with Dynamics 365 for Customer Engagement
Our Build better relationships with Dynamics 365 for Customer Engagement webinar will give you the foundation needed in order to learn more about Microsoft Dynamics 365 for Customer Engagement. See how easy it is to build relationships with CRM data located in an easy to use platform. This data can then be displayed using the Embedded Insights Navigator and then used to improve the current sales process. Attend our webinar and learn about this and other functionality for Microsoft Dynamics 365 for Customer Engagement such as:
•Customer Service Hub
•LinkedIn Sales Navigator
Date: February 27, 2019
Time: 2:00PM - 3:00PM EST
If a business wants to be successful in this modern digital world, it must remain innovative. Operating as a fully digital firm goes beyond just having an electronic communication system installed. It’s about running the company using ERP software to streamline the business and create B2B integration. In this new digital era, the demand for B2B integration is on the rise and is turning into a requirement in order to work with most companies.
Electronic Data Interchange (EDI) is the computer-to-computer exchange of business documents. It allows businesses to send documents to one another using an electronic format. This standard template can then be read by different systems to locate information. The most common documents that are sent using the EDI template are purchase orders, purchase invoices, advance ship notices, bills of lading, inventory documents, shipping documents, payment documents, and even some custom ones.
The Benefits of EDI
By sending a document using EDI, a company can reduce its costs on printing, reproduction, storage, filing, and document retrieval. This also frees up the individual to focus on more important tasks.
Improved Data Quality
One of the most common areas for human error is data entry. By using EDI to import the data from the document into the system, there is less room for error resulting in better data quality.
Shorter Business Cycle
Companies using EDI will have a shorter business cycle because they receive the documents quicker. A transaction that use to take up to five days to complete can now be completed within an hour. Orders and payments will be processed a lot quicker which will increase the cash flow of the company.
Improved Data Security
EDI is a secure way to transmit data from one computer to another. Encryption and decryption programs along with passwords are used to ensure that the data is safe while being transmitted.
Ease of Auditing
Since EDI is transmitting all the data into the system, there is less room for any errors so therefore auditing will become much easier. Reports can be created for all the EDI transactions and then presented to the auditor, making the whole auditing process quicker and easier.
Strategic Business Benefits
Adding EDI into your current Dynamics GP environment will strengthen businesses and create strategic business benefits. Using digital transactions, businesses can always be up-to-date with all the transactions statuses. This knowledge will help the business to make better and faster business decisions going forward.
Goal management in Dynamics 365 is a tool which provides the ability to manage KPIs in just a few clicks. You can use goals to compare targets and actuals for a defined period. And given the fact that Goals is an out of the box feature with Dynamics 365, you can set them up in no time at all. Additionally, since Goals are native to the system, they work seamlessly with workflows, business rules and other various Dynamics 365 functions.
To help you understand how goals work, consider the following scenario:
Your company sells drywall, you, as the sales manager, want to set a revenue target for the overall sales team and then targets for each individual sales team rep who will contribute to the sales team target. With the given targets you want the ability to monitor progress throughout the fiscal period.
To get the results you desire you will need to utilize a couple entities in Dynamics 365 and create a handful of records:
1. Goal Metric: this allows you to set the detailed measurement (amount or count) for the defined goals. You can create multiple goal metric records to measure different elements, revenue and number of panels sold for example.
2. Rollup Fields: the goal metric includes a section where you identify the rollup fields which will be used to track against the metric. You will define rollup fields which will be used to measure both the in progress and actual values.
3. Goal: the entity where you will define who is responsible for the goal, the metric being measured and the target. In the scenario where you are setting an overall sales team goal and then individual goals, you will create multiple goal records (1 for the overall cumulative goal, and then 1 for each sales team member).
All sales records identified will be rolled up against each sales agent’s goal, which are the child goals. Then the child goals will be rolled up to the parent goal, which is the overall sales team goal. You can then set up a dashboard with data components which display goal metrics, allowing you to sit back and monitor results as they start rolling in.
Setting up the native SharePoint integration in Dynamics 365 can greatly benefit your organization. SharePoint allows users to store files, organize them, and provide ease of access to their colleagues. One of the biggest upsides of enabling this integration is that SharePoint offers much more storage space then D365 Sales, so you do not need to worry about your D365 instance running out of storage, thereby incurring steep costs to increase storage limits.
D365 SharePoint integration allows records in D365 Sales to have their own folders in SharePoint, this ensures all files have their own place in the system. This blog will walk you through the step-by -step process on how to setup your D365 SharePoint integration.
Before you get started, ensure you meet the following criteria so the process runs smoothly.
- Dynamics 365 Sales License with System Admin Access
- Office 365 Global Admin Access
Once you have verified the requirements, log into your Dynamics 365 for Sales web client and go to the Settings tab, in the drop-down menu select Document Management.
In the Document Management screen, Click on Enable Server-Based SharePoint Integration.
This will open a pop-up window to walk you through the setup, first simply click Next to start the process.
Next select whether your SharePoint is Online or On-Premises, once done click Next.
On the next screen, enter your SharePoint site URL. Keep in mind your SharePoint should be under the same tenant as your D365 environment, once done click Next.
Once your site has been validated, click Enable and this completes your setup process.
Now that your Server-Based SharePoint Integration has been enabled, you can go back to your Document Management screen and select which entities should be enabled for SharePoint folders.
Click on Document Management Settings and in the pop-up window select the entities which you anticipate storing documents against and click Next.
On the next screen, you can define the folder structure. It is suggested that you choose Account, thereby creating the structure wherein the Account is the primary folder, and associated records fall as sub-folders beneath it. Make your selection and click Next.
Once this is done, click Finish.
That’s it! If all the steps were performed successfully you will now see a document option under your enabled entities which will allow you to store and manage files using SharePoint directly inside D365.
As a current customer of Skype for Business, Microsoft is inviting you to make the switch to Microsoft Teams. The upgrading phase might take some time, but Microsoft is here to help and provide the right level of support and guidance every step of the way. There is never a one-size-fits-all-solution so Microsoft has created two pathways that customers can take. Continue reading to learn more about both pathways and which one would be better for your company.
Upgrade Basic: Is designed for smaller organizations that use Skype for Business for the IM (instant messaging) only or IM + basic meeting functionality. A company who requires a simple deployment can expect a timeframe of 30-45 days for the process to be completed. Microsoft has provided 10 steps for a successful upgrade of moving the entire organization from Skype for Business to Teams.
Step One: Notify your Key Stakeholders
Step Two: Prepare your organization for Teams
Step Three: Know your Skype for Business Users
Step Four: Notify your users that they’ll be upgrading from Skype for Business to Teams
Step Five: Activate the user upgrade notification
Step Six: Remind your users that they’ll be upgrading from Skype for Business to Teams
Step Seven: Upgrade users to Teams
Step Eight: Monitor Teams usage against your baseline
Step Nine: Measure user satisfaction
Step Ten: Maximize your ROI with Teams
Click Here for more information
Upgrade Pro: Is designed for larger corporations that require a more complex deployment such as with hybrid or voice. This route is divided into three different phases and will require a longer duration to complete the upgrade process. It allows the company to run Microsoft Teams alongside Skype for Business until Microsoft Teams is ready for the business. In order to ensure this is successful, Microsoft will also provide resources to prepare both technical and everyday users.
Click Here for more information
Pre-Upgrade: The Pre-Upgrade phase will prepare your company for Microsoft Teams. This phase will introduce Teams into your organizations' workflow by using Skype for Business and Microsoft Teams together. Allowing employees to begin learning how to use the Teams application. Employees will have a lot of time to test out Teams at their own pace and slowly start to migrate all their activities, contacts, and calendars. You’ll get to experience the value of Microsoft Teams and help your corporation speed up the process of Teams becoming ready for your company. Read the pre-upgrade checklist below to see if your organization is ready for the upgrade phrase:
Days 1-7: Create your upgrade plan to help ensure your organization is set-up for long term success
Days 8-15: Evaluate your organization’s readiness for Teams
Days 16-60: Run a pilot to confirm that your organization is read and inform your optimal journey to Teams
Day 60 until upgrade: Deploy Teams in coexistence with Skype for Business
Learn more about Microsoft Teams by downloading our whitepaper Microsoft Teams Cheat Sheet: Meet the Hub for Teamwork in Office 365. This whitepaper contains all the benefits of Teams and why you should make the switch. Find out why Microsoft has made Teams the primary focus for its intelligent communication platform.
Power BI 101 Series: Jobs Dashboard with Power BI
Let us guide you through the end-to-end process of building a Jobs Dashboard using Power BI in our upcoming webinar. Follow along as we walk you step-by-step, through connecting and importing your data into the dashboard. Some of the things you’ll learn from this webinar are:
Deferred revenue and work in process by job
Outstanding purchase order commitments by job
Date: Thursday January 24, 2019
Time: 2:00PM - 3:00PM EST
CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!
One of the newer modules in the Dynamics 365 family, Field Service, leverages the latest technology offered by Microsoft and combines it into one powerful solution. D365 Field Service is an integrated solution with your current D365 environment, enabling you to be field ready with your already configured environment, filled with customer data.
D365 Fields Service has tools to help organizations optimize their resources, effectively manage team members and automate work order creation to save you time and money. Field Service can even be used with IoT devices to alert you of an issue even before your customers are aware there is one.
In D365 Field Service, Work Order Management, Service Scheduling and Resource monitoring are 3 key capabilities provided by D365 Field Service.
Work Orders in D365 Field Service are records that track service jobs. Work orders can be created automatically based on set criteria from your opportunity or case records or created manually. Within a work order you can track specific incidents types, estimated time required to complete a job and create the bookings for the work orders With Work Orders stored in D365 you also can create rich reports to identify which phases of your services can be improved upon.
Scheduling Service has never been easier with D365 Field Service. With the Field Service Schedule Assistant, all you must do is specify your criteria and the system will find the best resource to get the job done. Field Service considers factors such as skill set, availability and even current location of your resources to help make the best decision possible. If you want to get even more efficient, you can setup up resource scheduling optimization to let the system handle all the scheduling for you.
Finally, Resource Monitoring gives your manager and dispatch team a 360-degree view of where all your resources are. The Field Service schedule board tracks your resources’ schedules and where they currently are based on job sites. The schedule board also displays the status of the job in different colors to easily distinguish the various statuses of jobs, from Traveling to In Progress to Completed.