Dynamics 365 (45)
Electronic Data Interchange (EDI) is the exchange of business documents, such as purchase orders, invoices, inventory adjustment, or acknowledgment and shipments between business partners in a standard format. We understand that suppliers and clients have specific business requirements and that manual processes can be cumbersome and time-consuming. Using an EDI connector will ensure that you can facilitate painless transactions amongst many trading partners. This application also reduces errors because no human interaction is involved, so there are minimal chances of error or delays.
EDI365 is a user-friendly EDI connector for Microsoft Dynamics 365 Business Central used by many businesses to efficiently carry out their business operations. EDI365 maximizes communication exchanges between a wide range of business-to-business networks to make transmitting standard business documents easy and straightforward. The benefits of implementing EDI365 include accelerated transmission of information, automated data entry, reduced errors, and faster processing time compared to sending via email.
Our EDI365 Connector App can support all document types, including X12, EDIFACT, XML, and FLAT. We deal with your trading partners in advance, so onboarding, mapping, testing, and validation are included in the setup. Additional features include Dropship Packaging slips, Customer, Vendor, and 3PL integrations. The app supports the Essential and Premium Editions of Microsoft Dynamics 365 and is available in Canada, United States, and Mexico.
It's that time of the year again! The wave 1 release for Microsoft Dynamics 365 has been launched. The release includes hundreds of new features and innovations across the Dynamics 365 applications from April 2021 through September 2021.
Here is a highlight of a few top features that will offer new capabilities and added functionality for your business.
Dynamics 365 Sales
- The latest release wave of updates enables Dynamics 365 Sales users a new mobile experience for sellers that provides quick & easy real-time access to important customer information whenever or wherever they need it with the Dynamics 365 Sales Hub app
- Conversation intelligence will provide insights on top of video calls and calls with multiple participants. New filters in the deal manager workspace will allow sellers to easily find opportunities by searching, quickly setting a column filter, or choosing a time-based slicer.
- A new pipeline manager workspace now creates a personalized area for sellers to quickly view and interact with their sales pipeline bringing a more intuitive and streamlined way of working.
Dynamics 365 Marketing
- Updates to Dynamics 365 Marketing focuses on delivering deeper personalization and more channels to engage and reach your customers. Improved targeting using AI-generated segments allowing you to target high-value customers.
- With the 2021 release, Microsoft has improved the processes between Business Central and Microsoft Teams and has also strengthened the solution's Excel and Outlook plug-ins.
- Increased channels to reach your customers now include the ability to create and send SMS messages to any mobile phone.
- New built-in analytics dashboards and cross-journey insights In real-time allows you to monitor your customer journeys and channel KPIs.
Dynamics 365 Finance
- Dynamics 365 Finance continues to bring intelligent automation to users. This release brings an intelligent cash flow offering to public preview with automation based on predictive results. Microsoft has harnessed the power of AI into finance processes to help organizations make quick and informed business decisions.
- Dynamics 365 Supply Chain Management expands on inventory and logistics scenarios providing a single, organization-wide source of truth for inventory quantity-on-hand with the Inventory Visibility Add-in
- Dynamics 365 Project Operations delivers rich new experiences with the ability to forecast, use, and invoice non-stocked materials on projects.
Dynamics 365 Customer Voice
- Dynamics 365 Customer Voice adds rich insights by feeding real-time survey data into customer records. Dynamics 365 Customer Voice provides an easy-to-use interface for creating surveys to generating actionable insights based on customer feedback, with minimal setup time.
We recommend reviewing the full release plan for applications that you use in detail: https://docs.microsoft.com/en-us/dynamics365-release-plan/2021wave1/
Once you have gone live with Business Central it's important to start looking at additional modules and custom offerings that allow you to streamline your business processes. We will have a look at a selection of our own apps and third-party apps which can improve your user experience and increase company productivity. Utilizing these apps can assist your business by improving inventory management, facilitating transactions between trading partners, increasing employee productivity, and creating reports in real-time.
Our Barcode Scanning App for WMS is designed to help your business become more productive. This application will improve your inventory management, picking accuracy, and warehouse efficiency. Put an end to frequent overages, shortages, and stock-outs and improve your inventory control. We can also customize the app for customizations done in Business Central
Using an EDI connector will ensure that you can facilitate painless transactions amongst many trading partners. This tool is used by many businesses to carry out their business operations with efficiency in less time. EDI365 works to make transmitting standard business documents easy and simple. We have experience working with trading partners such as Wayfair, Walmart, Amazon, and Home Depot. With the help of our EDI365, business processes can be executed at a much faster rate compared to the traditional method of sending information through email.
Our Moniroo Time Management app for Dynamics 365 Business Central is here to increase your employees' productivity and your company's profitability. The app allows you to manage all your employee’s time in Dynamics 365 Business Central, while users use Moniroo to input their timesheets. We provide core PSA functions that include time management, expense management, and more. Moniroo was designed to help streamline business operations and optimize efficiency.
Jet Reports/ Jet Hub (Reporting)
Jet Reports is a business reporting solution built for Microsoft Dynamics 365 Business Central which gives you the flexibility to create reports in real-time. This allows you to get the latest information from your database. Jet Reports integrates into excel allowing you to extract real-time data efficiently while also eliminating errors and risk. Our Team at WebSan can Integrate Jet Report for your business provides a package solution that has over 100+ Core Financial Reports along with the option for building customized reports.
Contact our experts as WebSan so that we can evaluate which additional apps/modules we would recommend specifically to meet your business needs. Whether you are a rapidly growing company looking to automate processes and improve decision making or you are simply looking to gain more control over your business and your information, WebSan Solutions can help you succeed.
Is your business ready to move to the cloud? Discover if migrating from Dynamics GP to Business Central is the right decision for your businessWritten by Sukun Sen
As organizations figure out what to do with their infrastructure, many companies that currently have Dynamics GP are deciding whether they want to migrate to Dynamics 365 Business Central or stay On-premise. Moving to a cloud-based ERP solution gives your business the flexibility to scale up or down, increase collaboration, accessibility and cuts out the high cost of hardware.
The decision to migrate from GP to Business Central is based on several factors can that include accessibility, cost savings, add-ons, and an updated modern user interface. Here is a comparison of both ERP solutions based on the criteria mentioned above:
1. Cloud vs On-Premise
Business Central is a cloud-based solution, which means you can access the software anywhere, anytime, from any device. Upgrades are managed by Microsoft and rolled out automatically with no installation required. In comparison, Dynamics GP was designed to be an on-premise solution, and upgrades need to be done manually.
With a monthly subscription-based model, Business Central has a lower cost of entry than Dynamics GP. In comparison, Dynamics GP is purchased through perpetual licensing, with the software paid up-front, along with a yearly maintenance fee.
Business Central’s extended functionality and add-ons are closely equivalent to Dynamics GP, with the difference being a diverse range of third-party apps for immediate download via AppSource. The Dynamics GP base package includes core financial and distribution functionality. There are also three additional packages available to extend functionality for manufacturing, services, customizations, and advanced payroll/HR
4. Integrations and User Interface
Business Central is developed to integrate with Power BI to create robust, visual dashboards effortlessly. Dynamics GP can integrate with Power BI, but it requires a customized implementation that can be costly.
Our team of experts at WebSan can help your company make the right decision. We offer comprehensive planning, training and transition pricing for companies looking to migrate to Business Central from Dynamics GP.
Learn more: https://www.websan.com/microsoft-dynamics/dynamics-gp-to-business-central-migration
In this webinar, Andrew King and Ryan Bennett provide an introduction into Jet Reports and Jet Hub. The discussion features an overview of Jet Reports and Jet Hub, overview of our offering and an in-depth look into sample reports/demo of Jet Reports.
Jet Reports is a business reporting solution built for Microsoft Dynamics 365 Business Central which gives you the flexibility to create reports in real-time. This allows for you to get the latest information from your database. Additionaly Jet Reports integrates into excel allowing you to extract real-time data efficiently while also eliminating errors and risk.
Jet Hub is an Information Management System that allows business users access to their business reports using virtually any device through a simple web interface. Jet Hub is a complete report management system that can quickly locate the report you are after and additionally allow you to share reports within a secured and governed way . There is also an option to automate the report distribution on a regular basis.
Integrating Jet Report for your business provides a package solution that has over 100+ Core Financial Reports along with the option for building customized reports. With Jet Reports, there are no hard-coding or programming skills required so your team can explore data and create or modify reports on their own. With controlled spreadsheets, organized workflows, and built-in collaboration, it is proven to enhance productivity company-wide.
For a detailed look at the Core Financial Jet Reports, click the link: https://www.websan.com/images/Implementation/Business-Central-Implementation-Reports.pdf
Enterprise resource planning (ERP) systems are complete, integrated systems that manage all aspects of a production-based or distribution business, aligning financial management, human resources, supply chain management, and manufacturing. An ERP suite is a substantial investment for any business, and best practices demand that the ERP software selection process be rigorous and thorough. However, there are so many factors in play when choosing an ERP system that it can be daunting to choose the right one.
If you feel a bit confused about the variety of ERP vendors and many software products on the market today, you are not alone. We’ve come up with a comparative chart showing the difference between two popular ERP systems: Dynamics 365 Business Central and NetSuite.
A popular question we often get from companies is; Can I implement Microsoft Dynamics Business Central on my own? Historically we often see companies having issues implementing the software to meet their customized business needs.
Today’s discussion features a recap of a virtual Interview with Andrew King, Managing Director at WebSan Solutions Inc., as he sits down with Sunil Kumar, Founder of The Amazing Chickpea, to discuss his experience trying to implement Business Central and working with WebSan.
Sunil was previously using QuickBooks for basic reporting but was looking for a business solution to manage the production, planning and financial reporting for his medium-size company. Dynamics 365 Business Central became the front runner as the best option for The Amazing Chickpea to manage inventory, production orders and financial records.
After signing up for Dynamics 365 Business Central a year ago, Sunil believed he could implement it entirely on his own because he has a background in IT. The interface seemed to be very user-friendly; however, he faced business challenges in retrieving necessary financial reporting that was critical to his business operations.
With these complications, Sunil decided to pursue a partner that could assist him in utilizing Dynamics 365 Business Central to its full potential. WebSan Solutions Inc. became the partner that Sunil decided to work with after learning about the expertise and support model provided. Sunil explains, “Have a partner map your business processes into Dynamics right from the beginning,” thereby allowing you to attain value and support your business needs.
Sunil recommends that you choose a partner with the knowledge base and support model that can solve your business challenges in a timely manner. He has now been able to utilize features Business Central that is focused on The Amazing Chickpeas business operations.
To watch the interview in full, click the video below: https://youtu.be/xnr3eahkXBE
In this month's webinar, we address a topic that many businesses seem to be on the fence about: can they self-implement Business Central on their own, or would it be best to work with a partner? There are pros and cons to both, and this webinar explores your options. We cover the good parts, the bad parts and everything in between.
Join our webinar to learn about the following:
- Top things to consider when implementing Business Central
- You don't know what you don't know
- What does a partner bring to the table?
By the end of this webinar, we hope that you will understand the benefits and risks involved. Our goal is to ensure that you're armed with enough information to make the right decision.
Date: Thursday, October 22, 2020
TIme: 2:00 - 3:00 PM EST
For a business to be successful, it has to be able to analyze data immediately in real time, and handle the market changes while ensuring that different departments are in communication with each other.
Microsoft has developed a convenient and affordable platform that connects your business processes through Dynamic 365 and office productivity tools.
What is Dynamics 365?
Dynamics 365 is a product line of enterprise resources planning and customer relationship management applications.
Dynamic 365 is a Microsoft-based technology solution that is bringing together all aspects of your business to improve existing workflow, recognize and pursue potential and viable business opportunities and manage the current market to stay ahead of the competition.
Unprecedented levels of efficiency and communication sharing among employees
Dynamic 365 allows you to link Office 365 with other Microsoft apps like Exchange, Office Lens, One Drive, Microsoft Team, One Note, Power BI and SharePoint effectively.
For example, if you want to share a proposal you’re working on, all you do is create your proposal on Microsoft Word this way you can give the appropriate people access to edit it and collaborate on it together. Microsoft Word also allows you to share it on SharePoint or with other team member’s computer with OneDrive.
You can also take pictures with Office Lens (it allows you to take photos of business cards, whiteboard and other visual settings that might be difficult with regular applications).
It also allows you to create a communication channel for team members working together on a project through Microsoft Teams allowing team members share documents, notes, and ideas without missing the critical steps in a project.
Business productivity and communication tool
In any business, success depends on the communication flow between the finance and sales team. Unlike other application and software that are hard to program or synchronize, Dynamic 365 has a multitude of applications that allow team members to communicate effectively, increasing the flow channel and making documentation easy.
Due to the flawless flow of information using Dynamic 365, the different departments in a business are able to perform their function properly, without limiting another department.
Improved customer service
With Dynamic 365, you can streamline your customer service system through Microsoft’s AI service and support system to improve interaction with a customer, delivering fast and useful feedback, social listening and ability to empower your staff with the necessary tools to become effective problem solvers.
Other Microsoft Dynamics 365 features
As your business changes and customers needs evolve; Dynamic 365 allows companies and employees to deliver excellent customer service on the go with improved mobile experiences using ERP core functions that are capable of syncing on various mobile devices.
Microsoft’s interactive data visualization add on, Power BI allows you to improve your business by providing planning and analytical tools that are tailored for your business to transform and analyze your data.
This technology was available in the past, but it was expensive to get the systems to talk to each other. But with Dynamic 365 + Office productivity, you are able to unify your business from data to people to processes.
Watch our video below to see how you can integrate sales with Dynamics 365 Business Central & Office 365.
Dynamics 365 Mobile apps are handy tools which allow D365 users to access and update their Dynamics 365 environment from anywhere and at any time. Beyond that, customizing what is available on the mobile app is key to ensure that the experience is efficient for both the user and the organization.
A user’s security role must include the necessary permissions in order for them to successfully use the mobile app. If you have used (or copied) an out of the box role chances are high that most of these are already set, but it never hurts to check. And if you have created a custom security role, it is particularly important to confirm that the following privileges and access combinations have been configured.
1. The Dynamics 365 for mobile privilege is the first one to confirm. This privilege is in the Business Management tab of a security role within the Privacy Related Privileges section. Verify that Dynamics 365 for mobile is set to Organization.
2. Validate that the following entities have a minimum of Read access at the Organization level, by navigating to the Customization tab of a security role.
- Custom Control
- Custom Control Default Config
- Custom Control Resource
- System Application Metadata
- System Form
- User Application Metadata
3. Next go to the Business Management Tab. Verify that User Settings is set at the Organization level for Read permission, and the remainder of the privileges have a minimum of User access.
Dashboards also need to be configured for them to be available to users in the mobile app. This is easily accomplished by opening your D365 solution and within the Components area, select Dashboards. Choose the Dashboard which you want accessible from mobile devices, select Properties, then select the box to Enable for mobile, choose OK and save. Then move onto the next Dashboard, which you want available, and repeat the same steps.
You can also limit the entities, as well as form components which display in the mobile app. Navigate to you D365 solution and within the Components area, select the entity you wish to be available on the mobile app. Ensure that the ‘Enable for mobile’ box has been ticked.
Next if you wish to only show certain elements of an entity form, open the main form for the entity, and open the Tab Properties, Section Properties and/or individual field properties, and tick or untick the option for ‘Available on phone.’
Dynamics 365 is a great tool for storing your business data, but if that is all you are using D365 for, then do we have news for you! One of the biggest values of D365 is the ability to create reports gaining valuable insight from your data. These reports can be setup in a variety of ways depending on your environment and organizational needs.
Do any of the above diagrams look familiar to you? If your response is “WHAT ARE THOSE!?” then you, my friend, are missing out! All the above are reports based on D365 data. These D365 reports can be run directly from D365 which gives users ease of access to analysis of business data. There are several types of reporting options available for D365, some are out of the box, while others require a bit more work to setup. With that in mind, many organizations opt to export their data to Excel and then use Excel to create reports, when they could be using these much richer options instead.
D365 out of the box comes with report building functionality, in the form of Charts and Views. Users can setup Dashboards incorporating these components, which can help them take their first step into the world of reporting. The CRM Report Wizard allows users to build reports using filters and conditions, like Views, with a touch more functionality and flexibility over the latter options.
While these out of box options are great, they do have their limitations which is why we also provide external reporting options. SQL and XML Reports are great for generating more complex reports and documents. However, if you are looking for an option that is more robust, and intensely eye-catching, then Power BI is the way to go. Power BI is one the most powerful BI and reporting tools on the market and integrates seamlessly with D365. Power BI allows for powerful drill down capability and smart slicers to filter your data however you like.
Reports are a great way for organizations to better understand performance, and with the various report options available, you are not limited to a specific visualization type. Data can be displayed through bar graphs, pie charts, map representations, grids…just to name a few! Maximizing the reporting options is great for upper management, who want a quick, high-level representation of how the business is doing. But wait there’s more! Automated reports can be generated with a click of a button and often require no additional maintenance once they are setup, reducing time and effort and improving efficiencies.
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.
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.