Technology used by New Integration Concepts: D365 for Finance and Operation

When it comes to using a fully integrated and complex ERP system, organizations and companies have to worry about one thing: how to manage enormous amount of data?

It is true that Microsoft Dynamics AX had managed to take care of those data with its features such as Microsoft Excel Add-ins, Application Integration Framework, and Data Import/Export Framework. However, that has reached a new dimension with the introduction of Microsoft Dynamics 365 for Finance and Operations. It has maximized the integration capabilities and introduced new concepts like Data Management Framework and Data entities which makes condenses all those data management concepts into one.

Here we will discuss the new concepts and terminology introduced Dynamics 365 for Operations integration in terms of DMF/ data entities and application integration concept:

Data Management Framework

Data Management Framework or DMF is the new all-in-one concept that has been launched by Microsoft Dynamics 365 for Finance and Operation. It is intended to manage and support all core-data management tasks.

Data entities

Data entities are effective ways of representing underlying tables in a simple and de-normalized way. Here the users can find customer or vendor details, stored in normalized rational tables which are represented in a flat view under Customer Details data entry.

Data Package

Data Package is a simple zip file that contains the manifest files and an xxx.csv file consisting of the source data and metadata information of the Data Entity. It also holds the processing instruction of the DMF.

Blob Storage

During the process of Microsoft Dynamics 365 for Operation integration, the incoming and outgoing data is stored in an Azure based storage area. This storage area, for the D365 for Finance and Operation instances is called Blob Storage.

SOAP/XML

SOAP stands for Simple Object Access Protocol. It is a messaging protocol owing to which, users can run programs on different operating systems and communicate using HTTP and XML. It contributes a great deal in Dynamics 365 for Operation Integration.

REST/JSON

Representational State Transfer is the architectural structure of software which defines certain constraints to be used for the creation of web services. The payload used by RESTful web services can be formatted into HTML, XML, and JSON etc while the data representation layer remains textual. For Dynamics 365 for Finance and Operation, the data representation is JSON.

OData

Odata stands for Open Data protocol and is a REST based protocol that is used to create and consuming RESTful APIs. It is used by Dynamics 365 for Finance and Operation for real time integration, and can support batch requests.

If you wish to know more about the integration capabilities of Microsoft Dynamics 365 for Finance and Operation, you can ask for a demo. Implementation partners will provide you with the demo as well as upgrades and implementation services.

SUMMARY

This article is about the advances integration capabilities that are offered by the new suit of Microsoft Dynamics 365 for Finance and Operations. It provides a brief overlook about the integration concepts introduced by the business solution application.

 

Advantages of Microsoft Dynamics SharePoint Integration

When it comes to Dynamics 365, it was so created that it seamlessly integrates with previous enterprise applications. Companies or organizations that use and rely on other applications can therefore integrate compatibly with Dynamics 365. One of the most common and useful integrations is Microsoft SharePoint.

Microsoft Dynamics SharePoint Integration provides for a better, larger and more dynamics storage system that meets the need for storing various business documents.

In this article we will look at the various types of Dynamics 365 SharePoint integration and its benefits.

Types of integration:

1. Dynamics CRM-SharePoint Online
2. Dynamics CRM Online- SharePoint On-premise
3. Dynamics CRM On-premise- SharePoint Online
4. Dynamics CRM-SharePoint On-premise

What are the advantages of Microsoft Dynamics SharePoint Integration?

1. Centralized Platform:

After the integration of Dynamics 365 SharePoint takes place, an individual library is created for each Entity which is set up for document management. The folder records the files and the file linking begins. There is a central platform that optimizes the communication, reporting, and collaboration of the data. The data can be accessed either way, from SharePoint or Dynamics 365.

2. Optimized Teamwork and Collaboration:

With increased collaboration and balanced teamwork, the efficiency of an organization is bound to go up. With the virtues of Dynamics 365 SharePoint¸ different teams can collaborate to work on a specific project. The online integration lets the collaboration take place in real-time, with revisions and edits available to all sides. SharePoint also enables you to utilize and engage the non-CRM teams and take advantage of their abilities to boost productivity.

3. Larger Storage:

When you implement Dynamics CRM, you get 5GB of total storage and extra storage for $10 per GB. While with SharePoint you get 10 GB storage and extra for $20 per GB. Accumulation of documents and data is likely to exhaust the initially available storage. However, Microsoft Dynamics SharePoint Integration will enable you to take full advantage of the larger storage that is provided by SharePoint, along with the inexpensive storage upgrade costs.

4. Regular updates:

The cloud access you receive with Dynamics 365 SharePoint makes sure that the features and programs of the entire system are regularly updated. Microsoft provides software patches which, thereby, correct bugs and fix errors.

5. Boosted Mobility:

Microsoft Dynamics SharePoint Integration enables employees to access data from any device. Thus, with better collaboration and accessibility, the productivity of various teams is also enhanced. It also includes the following:

• Check-In or Check-out feature
• Enhanced File management and linking

6. Additional Syncing:

Microsoft Dynamics SharePoint Integration enables you to sync your SharePoint library with Outlook, Microsoft Delve, and desktop library. This allows the users to work offline and allow data access to partners who are not present on Dynamics 365. With Microsoft Delve, you can access smarter search functions as well. This will enable you to shift through documents, files and tags.

Thus, the integration of SharePoint with Dynamics 365 brings value to your organizations.

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Different Components of Microsoft Dynamics 365 for Retail

What is Microsoft Dynamics 365 for Retail?

A part of Dynamics 365, Microsoft Dynamics 365 Retail is a retail solution application that covers all the functionalities in terms of retail operations. It also unifies the commerce across all the relevant channels.

What are the different components of Microsoft Dynamics 365 Retail?

  1. Retail Headquarters: This unit of Microsoft Dynamics 365 for Retail can be used to monitor and manage a chain of retail stores as a single enterprise. It is responsible for the tracking of sales information and transactions for all each and every store in the chain. It can be used with any POS or online store system that can transmit and receive relevant data.
  2. Retail POS: there are two separate systems that are powered by Dynamics 365 for Finance and Operations.
  • Cloud POS or CPOS: Cloud POS is a browser based POS. It can be used on mobile devices.
  • Modern POS or MPOS: Modern POS can be used on client devices such as PC, phones, and tablets, in order to process sales transactions, daily operations, inventory management, and customer orders.
  1. Retail Server: as the Dynamics 365 Retail demo shows, the retail server provides OData Web API. This tool lets the employees as well as the customers of any business organization access relevant information, and perform tasks by using retail POS clients with the online store.
  2. Hardware Station: the Hardware Station component of Microsoft Dynamics 365 for Retail allows Retail POS clients and peripherals namely, printers, payment devices, and cash drawers to connect with the retail server.
  3. Retail Store scale unit: by the virtue of this tool, you can sell products in a store that does not have constant internet connectivity to its back-office or headquarters. This unit is constructed for conducting in-store operations. The Store Scale unit enables cross terminal transactions and shifts operations without the need for connecting to the back office.
  4. Commerce run time: commerce run time or CRT serves the system as the core engine that supports the business logic across all the channels. It consists of multiple layers including, data access layer, workflow layers, service layers, and application programming interface layer. You can find out more from Dynamics 365 Retail demo.
  5. Channel Database: the channel database of Microsoft Dynamics 365 Retail is a platform where all the retail data are stored. This data may come from one or more retail channels, including online stores as well as brick-and-mortar stores.
  6. ECommerce Platform SDK: as the Dynamics 365 Retail demo shows, the eCommerce platform allows you to connect to a front-end online store that can utilize the Omni-channel advantages of the platform. The software development kit or SDK also demonstrates how you can encash the benefits of the platform, through an online sample.
  7. Retail SDK: the retail SDK component of Microsoft Dynamics 365 for Retail contains sample source codes and templates that can be used to tailor the Retail system.

What You Can Do with Microsoft Dynamics 365 for Sales and Customer Service

When it comes to developing and selling business solutions, Microsoft has almost achieved a monopoly in the industry. The question might strike contemplating industry professionals, as to why they have reached such propaganda. The answer is in their functionalities and what the applications enable you to do. There we will discuss the same, taking in reference: Dynamics 365 for sales and Field Services.

What you can do with Microsoft Dynamics 365 for Sales:

  1. With the contextual and relevant insights, improve your sell.
  • With improved scoring models, you can easily detect conversion and potential buyers.
  • You can boost your response rates with the help of efficient introductions from your colleagues.
  • The contextual insights help you to personalize your services and increase engagement.
  • Evaluate customer interaction and help your sellers respond with better efficiency.
  • With automated risk evaluation and relationship health assessment, you can keep relationship on track.
  1. Build a steady relationship with your clients and engage them through a personalized experience.
  • Integrate your Microsoft Dynamics 365 for Sales with LinkedIn Sales Navigator to unify relationship data and empower the sellers.
  • You can unify your relationship data and processes that help you to conduct a warm introduction.
  • With the org charts that Microsoft Dynamics 365 for Sales supports, you can keep track of your contacts.
  • The in-built Office 365 tools enable you to collaborate and customize documents, related to sales.
  1. Concentrate on selling, avoiding unimportant routine tasks.
  • You can concentrate on creating by minimizing routine tasks with the help of relevant prompts and suggestions.
  • Microsoft Dynamics 365 for Sales comes with a sales playbook that gives you a better idea about sales techniques and relevant reference materials which helps you to improve sales.
  • You don’t have to waste time trying to find content. With the modern sales enablement capabilities, you can access the most relevant content and recommend related training to sellers.

 What you can get with Microsoft Dynamics 365 for Field Services:

  1. Create a free-flowing work environment for your technicians.
  • Technicians can now access real-time data on their cell phones which helps them to ensure on-time appointments.
  • They can access the complete index of customer preferences and history which helps the technicians to provide a more personalized experience to the customers.
  • Microsoft Dynamics 365 for Field Services lets you access work orders and lets your technicians view their assignments from their chosen platforms.
  1. With mix reality services you can revolutionize your field services.
  • Microsoft Dynamics 365 for Field Services comes with state-of-art-technology which includes mixed reality video calling, file sharing, annotation, etc. this enables the technicians to be more efficient in solving problems.
  • With Microsoft Dynamics 365 Remote Assist on HoloLens devices that comes with Microsoft Dynamics 365, you can solve complex problems much faster. Allow your technicians to remain hands-free and heads-up while sharing what they see with remote experts.

Some of the Advantages of Microsoft Dynamics 365 Business Central

There are innumerable ways in which Microsoft Dynamics business solutions help to boost certain business processes. Here we will discuss few of them.

  1. Finance:
  • Microsoft Dynamics 365 Business Central implementation connects different areas of business, such as sales, purchasing, inventory, customer transaction etc. which enables you to take well informed decision.
  • Since the system comes with Power BI dashboards and business intelligence, you can keep track of your financial performance and create accurate reports. It also enables you utilize the features to identify features to identify latest trends and gather better insights.
  • Microsoft Dynamics 365 Business Central enables you to synchronize your accounts and integrate them, thereby making financial closing, reporting and maintaining compliance easy and accurate.
  • Microsoft Dynamics 365 Business Central comes with integration capabilities which lets it merge with Microsoft Excel. This empowers you to edit and share financial reports.
  1. Supply chain:
  • With the built-in intelligence that Microsoft Dynamics 365 Business Central comes with, you can regulate your supply chain and determine the best time to replenish your stalks, create purchase orders etc.
  • The features of this business solution enable you to track and evaluate your transactions based on warehouse data and storage unit information. To deliver and fulfill your orders in time, you can utilize the holistic view of the inventory that the system provides.
  • Microsoft Dynamics 365 Business Central helps you to calculate and boost the resource and manufacturing capacity of your company, owing to which you can meet customer demands by optimizing your production schedules.
  • Maintaining inventory also becomes easy with Microsoft Dynamics 365 Business Central as it comes with functionalities that automatically calculate stock levels, lead times, record points etc. and thereafter automatically suggests replacements.
  1. Sales:
  • As the Microsoft Dynamics 365 Business Central demo shows, the business solution comes with the capability to track customer interactions for relevant data and information which can be used to gain sales leads, calculate revenue potential and grab sales opportunities across your sales cycle.
  • The sales process of your business can be optimized and facilitated right from the quote to cash by utilizing the functionalities of Dynamics 365 Business Central.
  • To optimize your sales, you need to gain a comprehensive view of the service task, employee skills and the workloads of your business. The same is ensured by Microsoft Dynamics 365 Business Central.

You can see how finance, supply chain and sales of a business, itself, can gain so much with the help of the Microsoft business solution, and it is not even close to the end. There is more functionality that you can find out about from Microsoft Dynamics 365 Business Central demo.

If you wish to push your business to its optimum level, you must consider hiring an implementation partner, getting a Microsoft Dynamics 365 Business Central  and having the solution implemented in your system.

Advantages of Microsoft Dynamics 365 for Sales

Microsoft Dynamic 365 for Sales has become a preferred business solution for many. Here we will discuss the various ways in which they help a business to develop and grow.

How can you transform your sales with the help of Microsoft Dynamics 365 for sales?

Microsoft Dynamics 365 for Sales has various functionalities that would help you to optimize your business operations. Find out how you can use those features to your benefit:

  1. Evolve your sales processes with contextual AI:

With contextual AI, you can focus on your customers, better than before. It also helps you to build trusted relationships with your clients, and take swift actions as it is a solution that merges relationship data and provides contextual insights that are AI-driven.

  1. Helps your sellers with tools to build relationships:

With Microsoft Dynamics 365 for Sales, you can connect to LinkedIn Sales Navigator and together, they empower your sales employees to build a steady relationship with your clients.

  1. Boost your sales productivity:

This solution comes with simple, cohesive tools that support intelligent optimizations. You can utilize this to free up more time for selling as it helps to streamline sales processes.

  1. Improve your sales performance and coaching:

Evaluate your business and make smarter decisions with real-time data that is made available to you by Microsoft Dynamics 365 for Sales. You can stay up to date with the latest market trends and gather customer feedback and thereby train your employees to meet the market and customer needs.

  1. Get advanced insight and to boost sales profitability:

The contextual AI that comes with the suit helps you to identify successful sales talks with respective customers. With such conversation intelligence tools, you can get a better insight into sales operations and utilize them to optimize the business profitability.

  1. Bring in Innovation to your business:

As the D365 for Sales demo would show, the suit is flexible enough to undergo integration, customization, extension, etc. Thus, as a user, you can drive innovation with such adaptable and scalable sales solutions.

Thus, when it comes to the sales aspect of your business, Dynamics 365 for sales can cover it all. It is your one-stop solution for efficient sales operations. However, it must be considered that in order to utilize the maximum of this business solution, you must hire an implementation partner.

The following are the responsibilities of Microsoft Dynamics 365 Implementation Partners:

  1. The implementation partners are going to present you with a D365 for Sales demo.
  2. After the D365 for a Sales demo, they are going to evaluate your business and device the perfect suit for you.
  3. In the case of requirements, they are going to tailor the existing solutions.

They prove constant support to you during and after implementation.

Benefits of Microsoft Dynamics 365 and the Functions of the Implementation Partners

The introduction of Microsoft Dynamics 365 has created quite a stir in the market. Here we will discuss Microsoft Dynamics 365.

 Benefits of Dynamics 365

Integrated your entire business:

Microsoft Dynamics 365 introduces an integrated platform that brings together the ERP and CRM aspects of business solutions. These business solutions are manufactured by Microsoft itself. However, they are marketed and licensed through Microsoft Dynamics Partners in Australia.

Secures and automates business processes:

Microsoft Dynamics support is so strong in its security and technology that you can digitalize and automate your business operations without any risk of leak-out. There is hardly any mix-up in the logs, and you can conduct organized workflow, audit trails, etc.

Delivers to you an end-to-end view of your business:

Microsoft Business Solutions help you to get a thorough look at your business by collecting and displaying the data from accounting sales, purchasing, inventory, and customer interaction. The data also gets automatically updated, so you never have to miss an important notice.

Enables Mobility:

Microsoft Business Solutions work exactly as efficiently over any other device as on-premises basis. Thus, you can mobilize your business and connect to different executives of your company, anytime, anywhere, through different devices.

Improves business intelligence:

Value for trusted customers and their investments: the trusted customers of Microsoft are offered a considerable amount of discount on their transition expenses. Any user who wants to upgrade to dynamics 365 from an older version, prior to October 31st, 2016, can avail of this offer through Microsoft Dynamics Partners.

Taking care of new users:

Even though the pricing of Microsoft Dynamics 365 seems like a great deal for new users, there are chances of cost-cutting. The users only have to pay for the core entities that they use. There are industry specific discounts, available as well.

Microsoft Dynamics Partners and their functions

Microsoft Dynamics Partners are a wide network of service providers who work as intermediators in-between Microsoft and its trusted users. Their responsibility includes the demo, implementation, and support. Some of their basic functionalities are discussed below.

Evaluate new solutions: Microsoft Dynamics Partners is also Microsoft Dynamics Support. One of their prime functionalities includes the analysis and evaluation of the new functionalities and solutions that are launched by Microsoft. They are then able to serve the particular needs of the clients with more precision.

Customize existing solutions: all clients are not satisfied with the same services. The demand of the customer differs from industry and business-specific needs. Thus, the responsibility of the implementation partners is to provide the required Microsoft Dynamics Business Solutions and tailor the existing solutions to meet the needs of the clients.

Keeping you updated: it is completely up to the implementation partners to provide a constant Microsoft Dynamics support to its users, in terms of advice, consultation, customer service, and optimization.

SUMMARY

This article discusses the various utilities of Microsoft Dynamics 365 and the function of the implementation partners. The focus of the article is to enlighten the customers or potential customers about the varied benefits of Microsoft Dynamics Business Solutions.

Everything you need to know about Microsoft Dynamics 365 Business Central

The need for smart and innovative ERP systems has become the need of the hour and you need to make sure that you gang up with the partner. Microsoft Dynamic solutions can be the ideal platform for you to make sure that you can present your audience in the best manner and also makes the automation process streamlined as well. There are many partners that you can associate yourself with in order to get the best quality of automation services. But you want to make sure that you have put your money on the most marketable option that can help you with the best in class services.

Microsoft dynamics 365 business central can be the ideal solution to help you out in such cases making things easier and smoother for you. They have the guile and expertise that is required in this sector to make sure that they can provide you with added audience and you are able to satiate your customer base with ease.

Here are some of the features of the business central that set it apart from the other available tools in the sector –

Smart user interface – One of the first things that you will love about the Dynamics 365 is the interface which is different from any other brand in the market. The interface is technically advanced with a modern look that allows you to keep the hold of the things in a personalized manner.

You can easily personalize the data and other important feeds on the page with ease without having great technical knowledge. As a user, things tend to get easier and simpler for you. The features like the tags, smart notifications and icons are what make the interface completely lovable and you all will do nothing but applaud the efforts.

Friendliness to mobiles – The second feature of the app which makes it so much marketable is the fact that it is highly friendly to all types of mobiles be it android, i-phone or even the windows phone. Thus, as a user, you have the luxury to use and control the functions anytime and anywhere by using your mobile phone.

Microsoft services integration – This is probably the actual reason why you shall opt for the Dynamics 365 central. The business central works well with the cloud based Dynamic 365 apps. But the added feature of the app which makes it so marketable is that it actually works flawlessly with Microsoft apps such as office 365, Power point apps amongst popular Microsoft apps.

It makes things that much easier for you as an admin as you can make use of any third party which is required for enabling any additional feature. It also allows you to generate the quotes with ease like generating quotes based on the email content by making use of mail merge. There are other similar features which you can enable with ease when making use of business central. You can also ask for the dynamics 365 business central demo in order to get additional knowledge about the product.

Personalized customization – Most of the people like to have the business page and portal customized as per the required needs and choices. This is one thing which you are surely going to have with the business central. It is very easy to customize the page without any problem. You can design the home as well as other pages as per your choices.

In addition to this, there is also an added feature that allows you to add the extensions that you want with no fuss.

Artificial intelligence – The last but by no means the least feature of the platform which makes it an ideal choice for you is the artificial intelligence. It helps you with accurate forecasts and helps the audience in a great manner. It helps them with better recommendations based on their profile and shopping history that makes the audience addicted to your website.

It also helps you with the analytical data so that you can come up with the products and services that are demanded most by the clients. So, all in all, the platform offers a great scope for any and every type of business industry.

A Brief Discussion about Microsoft Dynamics 365

There has been much speculation about the integration of ERM and CRP under one roof with the launch of Microsoft Dynamics 365. While the company has kept almost all the functionalities intact, certain changes are to be acknowledged and dealt with. Here is a brief discussion about Microsoft Dynamics 365 and its implementation partners.

What are the editions that Microsoft Dynamics 365 is available in?

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Microsoft Dynamics 365 is available in two versions or editions. One caters to small to medium-sized businesses and the other caters to medium to large-sized businesses. The one that offers business solutions to small to medium-sized businesses is known Microsoft Dynamics 365 business central while the one serving medium to large-sized businesses are called Dynamics 365 Enterprise.

How does Microsoft reach out to its clients and customers?

Microsoft Dynamics 365 partners

The entire process of licensing and subscription is dealt with by a wide network of service providers called Microsoft Dynamics 365 partners. They help with both Dynamics 365 Enterprise and Dynamics 365 Business Central implementation. Their functions are not only limited to that. They are one of the most crucial intermediaries that connect the manufacturer and the consumers.

What do dynamics 365 partners help with?

dynamics 365 partners help

  1. Tailoring pre-set solutions: no business owner wants to box their business up into a pre-set account setting. Microsoft business solutions have existing functionalities that any business module can fit into. However, to retain that personal touch, owners tend to customize the programs. This is where they need Microsoft Dynamics 365 partners. They are the ones who carry out the process and present the clients with the desired solutions.
  2. Expert advice on licensing: it is to be kept in mind that different business and different industries have different needs. Dynamics 365 Business Central implementation, itself may help the businesses to a great degree with its general features, but when it comes to licensing, there is often the chance of enrolling into uselessly elaborate functionalities. Microsoft Dynamics 365 partners will ensure you choose only the right one for you.
  3. Keeping pace with the market: as a company, Microsoft is always growing. They are constantly updating their programs, line of solutions, etc. this often turns in favor of the users but it certain cases, there is a difficulty in transferring the data and understanding the process of use, language, etc. Having efficient and experienced Microsoft Dynamics 365 partners always prove to be profitable to customers as they are there to clear all doubts.

There is no doubt in the fact that Microsoft has an intact reputation when it comes to reliability and efficiency. However, one can enjoy that in its utmost form with the help of the Dynamics 365 Enterprise or Dynamics 365 Business Central implementation partners. With a devoted supporting team, they can provide the best service experience.

SUMMARY

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Microsoft Dynamics 365 has reorganized certain existing business solutions previously offered by Microsoft. There are certain specifications that need to be kept in mind. The best way to keep in pace is to hire reputed implementation partners.

Everything you must know about the Microsoft Dynamics implementation & partner consulting

If you want to understand the accurate effectiveness of Microsoft Dynamics it is essential to know everything regarding its implementation. It is said that the Microsoft dynamics implementation partner in Sydney, Australia depends upon the requirement of the business. According to the requirement, one can select the CRM depending upon the strategy that fits the particular business. There are many businesses which can use the implementation of standard and balanced one according to their choice; others might go in for the agile or rapid approach suiting the requirement of their business. In order to make the perfect implementation of the Microsoft business solutionsit is essential to identify the solution that fits perfectly.

Microsoft Dynamics implementation

With the help of this software, you get the data of the business handy and you can also customize it according to the requirement of your business. You must do it with a great understanding of the complexities involving your business. It requires expertise to the core so that you get the perfect results based on the functionalities of your business.

The main and attractive points to select Microsoft dynamics implementation are as follows:

  • Microsoft Dynamics can help your business with reduced expenses, linking the well-organized and proficient CRM implementation that comes with flexible ERP solution. With the help of this, your business can get exponential amplification in terms of the capacity of making sound profits, if you follow it.
  • With the help of this software, you can get better and secured services which are highly customizable and this customized implementation process will help you in building loyalty with your customers throughout the business.
  • When you use the Microsoft SharePoint solutions for your business you can get the access of the required data immediately at any time. That means you have the ease of getting the appropriate and updated data to the people who require it at the important time when they can be in a situation where they have to take the essential decisions for the business. It definitely makes it possible to have the precise assessment of taking decisions immediately for the right people.
  • When you link it up with the sufficient ERP solutions you are sure to steadily make the most of the worth of an assortment of division of the business prolifically.