#microsoftdynamicsimplementation

Microsoft Dynamics 365 Implementation: Points to remember before going for the upgrade.

1.  List out the company’s essential goals and requirements

2. Review the current systems and tools of the company and take wise calls

3. Understand the Microsoft Dynamics 365 Functions and try to get an overview about every function.

4. Work on team building and maintain a proper line of communication.

About

Every business requires ERP and CRM systems to keep the management and selling process smooth and efficient. To ensure the smooth functionality of a business, Microsoft Dynamics 365 implementation is very necessary.

Microsoft Dynamics 365 is a suite of intelligent business tools which provides companies with a cloud-based platform for various business processes like sales, marketing, human resource, field service, customer service, customer relationship management, and more. The Microsoft Dynamics 365 implementation enables both CRM and ERP products to automate business processes that result in smooth operations and more sales. 

In the beginning, when Microsoft brought these intelligent business applications, back in the day both ERP and CRM were implemented separately, later in the year of 2016-17, Microsoft launched an intelligent cloud-based platform which enabled ERP and CRM products in a single platform. That cloud-based technology is currently known as Microsoft Dynamics 365.

Best practices and tips to consider before Microsoft Dynamics 365 Implementation:

Planning: Planning is considered to be the first step before starting the Microsoft Dynamics 365 implementation. In this phase, it is necessary to communicate with the business owner, the subject experts and try to understand the business process. 

It is also very important to understand the business flow and the processes before planning the required module in the dynamics 365 suite. Plan according to the requirements of all the departments. This much planning will help to get a better view of what is to be done that will further help to execute the planned activities successfully.

Team Building: A proper team is required for the implementation of Microsoft Dynamics 365 products. As we all are aware of the fact that both ERP and CRM needs a huge developing process and for that, a team of people with brains is required. Also, there has to be a leader with fine leadership skills so that the upcoming hurdles can be avoided within time. The leader should be able to contact every member of the team and has to make sure that everybody is aware of their duties and tasks. Proper communication among the team members is also necessary to avoid any kind of confusion and delays.

Line of Communication:  There has to be a complete line of communication between the developing company (Microsoft Dynamics 365 Partner) and the client. Everything has to be present on the table to know what all are the requirements and customizations the client needs. At the developing end, there has to be a who can give support and contact with the client to resolve their queries whenever required. A proper development update also has to be given to the client in a regular interval of time. 

From the client-side as well, a proper line of communication is really important as it is the client who knows all the business-related processes like sales, marketing, human resource and more. Clear communication from the client side will help in the development stage and the Microsoft Dynamics 365 implementation process will become smoother and faster. 

IT Department Involvement: Keeping the IT department in the loop is a very crucial thing when it comes to Microsoft Dynamics 365 implementation. When it comes to doing changes in the product like in the design or in the tools or in any other customizable feature, it is the IT department who will work on the suggested changes. So as to avoid any last-minute confusion and avoid the hassle, it is very important to stay in contact with the IT department of the team so as to bring the smooth implementation of Microsoft Dynamics 365. 

Deadlines: Nobody likes the delay in the estimated time of delivery, and in case of Microsoft Dynamics 365 implementation, delays are quite possible. This can be a setback for many companies as future business processes are dependent on it. 

So as to avoid the delay in Microsoft Dynamics 365 implementation and deployment one has to keep close tabs on the timeline. Communication is the key here, and with proper teamwork and communication, the delay in the delivery of the product can be skipped. 

Microsoft Dynamics 365 Implementation: Overview & Features!

Some intelligent tools are also available with Microsoft Dynamics 365 as Microsoft is increasingly embedding significant AI capability into its products. Various features of these products are drawing upon the power of AI - sometimes even without the user realizing so.

Features like Customer Insights, Sales Insights etc. are AI leveraged analytics and predictions. The Power Platform has several components that use Azure Cognitive Services. Microsoft has largely succeeded in democratizing AI.

Microsoft Dynamics 365 can benefit your business as several reasons will influence your decision in favour of Dynamics 365. The Microsoft Business Applications suite, which includes Dynamics 365 and Power Platform, together with Azure and Office 365 | Microsoft 365 - provide unparalleled power and experience to customers.

About

Microsoft Dynamics 365 is a suite of intelligent Business Applications. Microsoft Dynamics 365 covers both- the traditional ERP and CRM functions. Some of the key components of Dynamics 365 include - D365 Finance, Supply-Chain, Sales, Service, Field Service, PSA, Business Central, and some others.

Microsoft Dynamics 365 solutions can be customized to suit the business process needs of any customer. While the solutions by themselves are very rich and powerful, there are tools and development platforms available to make changes needed to custom fit them to suit any business needs.

Microsoft Dynamics 365 was initially introduced in 2016 in two editions: Business Edition and Enterprise Edition. On the one hand, Business Edition is for the small to medium-sized enterprises. It includes all the financial applications. Whereas on the other hand, the Enterprise Edition is for medium to large-scaled enterprises which includes field services, sales services, customer services, project service automation, human resources, business central and marketing automation solutions.

Microsoft Dynamics 365 Implementation Features

Some intelligent tools are also available with Microsoft Dynamics 365 as Microsoft is increasingly embedding significant AI capability into its products. Various features of these products are drawing upon the power of AI - sometimes even without the user realizing so.

Features like Customer Insights, Sales Insights etc. are AI leveraged analytics and predictions. The Power Platform has several components that use Azure Cognitive Services. Microsoft has largely succeeded in democratizing AI.

Microsoft Dynamics 365 can benefit your business as several reasons will influence your decision in favour of Dynamics 365. The Microsoft Business Applications suite, which includes Dynamics 365 and Power Platform, together with Azure and Office 365 | Microsoft 365 - provide unparalleled power and experience to customers.

The ease of integration with Office365 | Microsoft 365, the seamless hybrid cloud options, and the Power Platform brings are stunning. Microsoft keeps bringing technical innovation to its products, and the vast network of partners is unparalleled.

Dynamics 365 enables seamless integration between components of Dynamics 365, Power Platform, and Office 365 | Microsoft 365

Fully loaded with artificial intelligence in various functions

The rich functionality of Microsoft Dynamics business platform

A huge set of intelligent business applications

Secured and easily accessible Microsoft Cloud technology

Collect data from all applications at one place

Options like on-premises deployment and to run on cloud

Easily to access and run: Run on mobile, tablets, desktop

Great extensibility possible with various apps on the market place

Pay as you go licensing and deployment options

Microsoft Dynamics 365 Suite Of Products:

Business Central (NAV): Microsoft Dynamics 365 Business Central is a complete ERP from Microsoft for the SMB segment. The product is part of the Microsoft Dynamics family and is the successor product to Microsoft Dynamics NAV. The ERP is available in a SAS and On-Premises model.

Finance: Microsoft Dynamics 365 Finance and Operations is Microsoft's enterprise-scale ERP that's suitable for mid-sized and large organizations. The product is now two separate applications - Dynamics 365 Finance, and Dynamics 365 Supply Chain Management. 

D365 Finance enables you to automate and modernize your global financial operations. You can monitor performance in real-time and predict future outcomes. The D365 Supply Chain Management enables you to manage your global operations, supply chain and manufacturing. It gives you the ability to integrate IoT, mixed reality and AI.

Sales: Dynamics 365 Sales is designed to support automation of the sales process from lead acquisition to close of sales. As leads are identified and qualified the system enables you to create an Account, Contacts, and convert them into Opportunities. 

Progress on the lead, including all communications, and development stages can be tracked to a point of converting them into an Order. You can also generate an Invoice, or integrate with one of the ERP systems, e.g. Dynamics 365 Finance or Dynamics 365 Business Central, to generate invoices. 

Customer Service: Dynamics 365 Customer Service provides features & tools for organizations to manage the services they provide to customers. Customer issues are tracked through cases and all interactions related to a case are recorded. You can create queries, and route cases to the right channel. Service-level SLA can be created and tracked, service schedules can be created, and performance & productivity can be managed. 

Field Service: Microsoft Dynamics 365 Field Service helps organizations in the management of delivering onsite services at customer locations. You can define service locations, customer assets, predictive & preventive maintenance, work order management, product inventory, resource management, scheduling and dispatching, customer billing etc. The application combines workflow automation, scheduling algorithms, and mobility for mobile workers.   

Project Service Automation: Microsoft Dynamics 365 Project Service Automation (PSA) is for organizations providing project-based services. You can define, track, and deliver project services, with the ability to manage right from the sales stage to invoicing. 

Marketing: Dynamics 365 Marketing is a marketing automation application that enables you to not only manage the core marketing functions like email marketing, customer journeys, behaviour tracking, and lead scoring etc., it also gives you the ability to do event management functions, manage surveys, and more.

Human Resource: Dynamics 365 Human Resources enables you to build data-driven employee experiences for areas like - compensation management, benefits, leave & absence, compliance, payroll integration, performance feedback, training & certifications etc. It enables you to transform employee experiences, optimize your HR programmes, increase organizational agility and discover workforce insights.

Retail: Microsoft Dynamics 365 Retail is now known as Dynamics 365 Commerce. It brings you comprehensive omnichannel commerce-enabling you to give your customers an exceptional, insightful shopping experience.  

Microsoft Dynamics 365 is a set of intelligent business solution applications for all small-sized, mid-sized and large scale business companies or enterprises. Microsoft Dynamics 365 is enriched with multiple AI features and is easy to adapt. It is a combination of traditional ERP and CRM functions which helps companies and enterprises in many ways, like it automates the complex decision making process and enables a smooth functioning in the company.

Microsoft Dynamics 365 is a suite of Business Applications from Microsoft that covers the traditional ERP and CRM functions. Key components of Dynamics 365 include - D365 Finance, Supply-Chain, Sales, Service, Field Service, PSA, Business Central, and some others.

Microsoft Dynamics 365 for Finance and Operations:

Microsoft Dynamics 365 for Finance and Operations features helps an organization to plan, manage, execute and analyze the financial operational processes. The Microsoft Dynamics 365 for Finance and Operations app unifies financial management and operational processes, making it especially useful for businesses in the retail, fleet management, and professional services industries.

Microsoft Dynamics 365 Business Central:

The features of Microsoft Dynamics 365 Business Central includes functions like financial management, warehouse detailings and supply chain management, sales and customer service, and project and budget management. Microsoft Dynamics 365 Business Central is also particularly suited for the wholesale industry.

Microsoft Dynamics 365 for Marketing:

Dynamics 365 Marketing is a marketing automation application that enables you to not only manage the core marketing functions like email marketing, customer journeys, behaviour tracking, and lead scoring etc., it also gives you the ability to do event management functions, manage surveys, and more.

Microsoft Dynamics 365 for Customer Service:

Dynamics 365 Customer Service provides features & tools for organizations to manage the services they provide to customers. Customer issues are tracked through cases and all interactions related to a case are recorded. You can create queries, and route cases to the right channel. Service-level SLA can be created and tracked, service schedules can be created, and performance & productivity can be managed.

Microsoft Dynamics 365 for Field Service:

Microsoft Dynamics 365 Field Service helps organizations in the management of delivering onsite services at customer locations. You can define service locations, customer assets, predictive & preventive maintenance, work order management, product inventory, resource management, scheduling and dispatching, customer billing etc. The application combines workflow automation, scheduling algorithms, and mobility for the mobile workers.

Microsoft Dynamics 365 for Project Service Automation:

Microsoft Dynamics 365 Project Service Automation (PSA) is for organizations providing project based services. You can define, track, and deliver project services, with the ability to manage right from the sales stage to invoicing. You can plan and estimate projects, track project costs & revenues, forecast resource requirements, manage quoting, pricing and billing, assign and manage resources. The resources fill timesheets for the tasks assigned to them. Projects of all types — milestone based, as well as T&M, can be managed with PSA.

Microsoft Dynamics 365 for Human Resource:

Dynamics 365 Human Resources enables you to build data driven employee experiences for areas like — compensation management, benefits, leave & absence, compliance, payroll integration, performance feedback, training & certifications etc. It enables you to transform employee experiences, optimize your HR programmes, increase organizational agility and discover workforce insights.

Microsoft Dynamics 365 for Retail:

Fully loaded with artificial intelligence features, Microsoft Dynamics 365 implementation can be easily adaptable and hence the most worthy business tool in the modern times. 

Microsoft Dynamics 365 covers both the traditional ERP and CRM functions and makes the process of making complex decisions of the company easier.

When conventional costing plans are made in Microsoft Dynamics 365 Services in Pakistan, the process can be a bit stressful. The item type group and item group should be specified, and the purchase and sales order needs to be processed. Next, the business is required to generate a receipt and evaluate financial postings on the receipt. Phew, such an overwhelming process!

What does every posting indicate?

Why are they so many?

Where are those figures appearing from?

Considering that we provide Microsoft ERP Strategy and Consulting Services in Pakistan and are Microsoft Dynamics Partner in Pakistan, we get these questions a lot. Purchase order postings are particularly troublesome to understand. When utilizing the conventional costing inventory system, it’s essential to realize that purchase order postings might end in purchase price variation. But how is it calculated? And why is it debited and credited only? In this article, we'll guide you through the conventional costing sales ordersand purchase order postings to encourage you to conquer both.

The Posting of Sales Orders

When posting sales orders, the system reports a drop in inventory and a rise in the accumulated cost of goods sold while a packing slip is posted. Consigned inventory is not in the warehouse, however, depending on business processes, it might need some duration for a sales order to be invoiced. Meantime, your accounting reports must indicate the business’ assets, debt, revenue, and expenses precisely. This is a basis for the initial step of the financial posting of a sales order.  

The next step of posting occurs through sales order invoicing. It modifies the packing slip posting and posts a closing monetary transaction. To initiate the conciliation process more manageable, we always recommend our clients to personalize the receipt form and attach the field - Posting Type. This accommodates to correlate exact postings with the particular group setup.

Through the initial step of packing slip posting, the operation multiplies an item’s price, which is introduced as a component of conventional costing setup, by a dispatched quantity.

Through sales order invoicing, which is the second act of posting a sales order, the system supports the following transactions; 

Cancellation of Packing Slip Posting 

The closing reduction in Inventory and rise in the COGS

Increase in Income and Receivables 

It’s essential to perceive that a General Ledger specified to the posting type, Packing Slip Offset - Dynamics AX 2012, or Cost of Units Delivered - Dynamics 365 Finance and Operations, will perpetually zero out by the point a sales order invoice is posted. Sales order postings are related, despite the inventory costing method.

In this tech-driven era, there’s assumingly no business that didn’t benefit from Microsoft Dynamics Services in Pakistan, once in a while. Though today, amid the pandemic – Corona Virus, virtually, every business around the world has driven towards work from home. Hence, increasing the importance of tools such as Microsoft Teams, Slack, and Skype.

Recently, Microsoft shared a figure stating that their Teams Tool; A workplace chat and collaboration app, now has around 44 Million daily active users. However, the original number totaled to 32 Million, as verified on 11th March.  

Amid the pandemic – Corona Virus, a tremendous boost of active users on Microsoft Teams was recorded. Considering that every top-notch business has embraced remote work, and have taken substantial steps of sending their employees home. Encouragingly, everyone is contributing their part in stopping the spread of COVID-19. 

Microsoft’s Contributions Amid the Pandemic

To play its role in stopping the spread of the Corona Virus, Microsoft Teams has started offering Free Signups. Hence, promoting remote work. Amid all this chaos, certainly, tools like Microsoft Teams are essential for employees working from home. Because technically, they do need a medium to communicate and work effectively with their respective teams.

Top-notch firms like Ernst & Young, Accenture, and SAP, having around 440,000 of their employees benefiting from Microsoft Teams, have added up to its daily active users. Hence, supporting this statement by Microsoft that their Tool is serving around 100,000 employees of its customers, as on 18th March.

Reflecting on the figure above and comparing it with those of November 2019, Microsoft Teams’ active users have doubled. Considering that it totaled to 20 Million back then. Kady Dundas, the Head of Marketing for Microsoft Teams recently quoted;

“We have seen strong growth over the past several months, and even more recently in recent weeks, there’s certainly been a surge in that growth.”

Being Microsoft Partners in Pakistan, at Xcentric Services, we’ve been using the free Microsoft Trials, and we’re certain that Microsoft Teams would be helping everyone do their really important work efficiently.  

Does updated User Count call for new Teams’ Features? YES!

Ever since the pandemic has taken over the world, Microsoft has been finding practical ways. Enabling seamless communication between employers and employees. Because technically, work never stops, and the world never stops.

Hence, considering the prevailing situation, and viewing the updated user count of 44 Million, Microsoft has decided to update its Teams’ features. Focusing majorly on fixing background noises, suppressing conversations during video calls. Moreover, they’re also looking forward to initiating a tech-innovation. Allowing users to raise their hand, while in a video call. To let others know that a person needs to share some words to the conversation. However, if you’re assuming that Microsoft has overlooked the needs of small businesses, you might need to reconsider your opinions. While bigger firms are benefiting from the present version of Microsoft Teams, it’s also planning on offering small businesses a traditional phone-based conversation platform. By providing a phone desk, allowing them to make outgoing and attend incoming calls over their regular numbers.