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ashimavermablog · 3 years

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All you should know about Microsoft Dynamics 365 Project Operations Implementation

Microsoft Dynamics 365 Project Operations delivers end-to-end solutions for Sales, Planning, Resourcing, Delivery and Billing to project-based organizations. It helps organizations efficiently estimate and track project costs & revenue, track project progress and cost consumption, manage quoting, pricing & billing and plan projects and assign resources. You can define, track, and deliver project services, with the ability to manage right from the sales stage to invoicing. Your entire team can access the information and real-time analytics they need to deliver projects on time and on budget each time and every time. With embedded Microsoft Project for the web capabilities, seamless integration with Microsoft Teams, plus the adaptability of the Microsoft Power Platform, you get unprecedented productivity, collaboration, and extensibility.

With Dynamics 365 Project Operations 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. With flexible pricing models that support expense, consumption, and subscription-based work, the ability to prioritize projects with a single management dashboard, plus forecasting and pipeline visibility, your sales team gets the capabilities needed to deliver a better customer experience, accurately scope projects, and unlock larger profit margins.

Microsoft Dynamics 365 for Project Operations Implementation offers you various features like:

1. Assists in Project Sales

Strong tool for your business development and sales team. Have the options to maintain multiple contract types for the prospects. Dynamics Project Operations allow complete flow of information management starting from Lead to Quote processes. There are options to carry out multiple quote revisions. Once the desired quote is finalized and contract is won the same can be converted into Project.

2. Helps with Project Planning & Management

Dynamics 365 Project Operations enables businesses to successfully plan and deliver projects using a predictable and customer-centric service delivery model. Quickly create new project records, create estimates, quotes, and contracts using project templates. Allow your team to plan and execute each phase of the work effectively with integrated and interactive Gantt and Kanban boards. Provide an intuitive dashboard for managers to review, monitor, and approve all costs and time impacting their projects. Project Buckets - Buckets is a new feature which lets you set a status to each task to imply what stage of the project it is in. You can create your Buckets in the Project Operations Project record and name them according to what suits your Project task. You can move Tasks across Boards to put them in the rightful buckets. Strong tools are present for co-authoring and for managing dependencies and constraints. With the help of integrated procurements and inventory there is room for materials forecasts.

3. Helps with Resource Allocation & Scheduling

Ensures the project’s success by aligning the right resources to the right projects at the right time. Identify the right people for the job based on their roles, skills, qualifications, availability, and certifications. Empower your teams to update their skills and apply directly to the projects. Optimize resource utilization by reviewing individual booking capacities. Accurately measure resource utilization on real-time and make intelligent decisions to get the most out of billable resources.

4. Allows you to manage Time, Expense & Profitability

Allow intuitive web and mobile experiences for various teams to easily record time and expenses for each project assigned to them. Enable team managers to quickly and easily approve items. Team members can collaborate internally using Microsoft Teams, audio, video, and document management with integration to Office 365 workspace created for their project. Enable revenue recognition for projects with varying engagement models like Time and Material, Fixed Price, Fixed Monthly, etc. and automatically post to achieve better cash flow and smart financial decisions.

5. Helps with Project Billing

Take control of billing with man-hour and materials based calculations and use customized billing cycles and frequencies to determine how and when your customers are billed. Use customized invoice frequencies for each client type for multiple billing methods, such as monthly, weekly or on specific days. Within single contract there is capability to allocate projects with diverse billing methods . You even have an option to fully customize project bills with a fixed price billing with instalments spread across milestones. Features like not-to-exceed limit allow billing to be managed where some of your clients want to limit their exposure, especially in case of T&M basis of billing. Manage multi country /region wise tax and localization functions globally available in one solution for accurate invoicing along with multi-currency and exchange rate calculations.

Microsoft Dynamics 365 for Project Operations Benefits

- Trust Building Through Engagement

- Empowered & Informed Team

- Optimized for Growth

- Opportunity Management

- Cloud-Enabled Services

- Profit on Every Project

- Rich reporting and Power Apps capabilities

#microsoft #dynamics #365 #d365 #solutions #project operations

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ashimavermablog · 3 years

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What All You Can Accomplish with Microsoft Dynamics 365 Supply Chain Management Solutions

Dynamics 365 Supply Chain Management is an application of the Dynamics 365 suite that enables you to simplify, manage and enhance your supply chain processes. Microsoft Dynamics 365 Supply Chain Management Solutions can help you modernize your supply chain as it uses data, analytics and AI across your operations to help you make smarter, more efficient business decisions from an all-inclusive vantage point. Many of these decisions would be nearly impossible otherwise, as they involve advanced technologies like machine learning and activities like advanced forecasting.

What all can you accomplish with Dynamics 365 Supply Chain Management?

Everything is integrated. The resulting benefits of this cross-functional approach are:

Supply Chain Visibility

One of the top advantages of using this application is the incredible visibility you gain over every aspect of the supply chain. Depending on how you use the technology and which add-ons you package with your application, you’ll have a view of:

Your supply chain from end to end

Your current inventory and inventory expectations

Activities and processes on the warehouse floor and production line

Transportation of products and materials

Resources like your workforce and equipment

With Dynamics 365 Supply Chain Management, you can access and manage the data from these traditionally disparate functions in one place; this data can be used cross-functionally to enhance operations across your supply chain. This visibility helps spotlight opportunities to improve inefficiencies, inconsistencies and eliminate needless detours. Such improvements can have a massive impact on your bottom line and beyond.

Warehouse Automation and Machine Learning

Implementing IoT technologies with Dynamics 365 Supply Chain Management means you can turn your traditional warehouse into a smart one. With a modern setup, you won’t just have access to information across your supply chain; your connected devices will be able to interact with one another, use machine learning to adapt for greater efficiency, and even perform automated functions to reduce ‘busy work’ from your factory floor. In performing these tasks and learning your processes, these technologies can continually suggest and execute changes to enhance performance.

A significant component of this is the Materials and Inventory Management component. IoT sensors, automation and machine learning give you a full view over your supply chain, from the necessary ingredients or parts coming in, to the inventory on the warehouse shelves, to the product going out. Having such oversight and up-to-date data can help you make more accurate, efficient and confident decisions about procurement and stocking.

Supply Chain Predictive Analytics and Forecasting

The analytics, artificial intelligence and machine learning capabilities that accompany Supply Chain Management enable you to be proactive in:

Asset maintenance: These technologies can identify patterns in asset lifecycles, signal potential issues and even participate in resolving them or performing preventative maintenance.

Field maintenance: Predictive maintenance capabilities extend beyond equipment in your factory to those in the field (including products). Some of these functions depend on the asset management add-in.

Demand forecasting: Predictive analytics help you measure and forecast demand so you can keep the appropriate supply at hand.

Workforce Empowerment

The capabilities of this supply chain management software can extend directly to your workforce, empowering them further to do the right thing.

Customize a mobile app (or multiple apps) for employee use that will streamline their workflow and give them efficient visibility over pertinent information.

Automate the tasks that keep them from being able to perform higher-level functions.

Use Microsoft Dynamics 365 Guides and mixed reality to enhance their training on various tasks, maintenance activities and products.

Improved customer experiences

As you use Dynamics 365 Supply Chain Management to transform processes, you start noticing a significant impact on your customer experiences in terms of:

Delivery: A full-scope perspective on your supply chain, demand forecasting and intelligent warehouse management means you can better plan your entire production process and cut out delays and shortages that would otherwise lead to postponed deliveries for your customers. You can maximize this capability with the Planning Optimization Add-in.

Quality: Supply Chain Management has built-in quality control capabilities that help you manage product quality which directly impacts customer satisfaction.

Experience: You can use customer data and analytics to improve their experiences and better meet expectations.

Optimized processes and cashflow

Finally, this software and add-ins like Planning Optimization give you multi-dimensional opportunities to streamline processes and improve cashflow. There are significant conveniences and cost savings when you have the ideal inventory at hand, functions are synchronized and can interact across your supply chain, and you can manage vital functions and transactions end-to-end from one place.

#microsoft dynamics 365 #sumpply chain management solutions #scm solutions #solutions #dynamics 365 solutions

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ashimavermablog · 3 years

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All you need to know about Dynamics 365 Marketing Implementation

Microsoft Dynamics 365 is a group of Business applications and services which helps your organization in transforming the activities of your business and simplifying the daily operations of your business. It helps in delivering improved results. Instead of having separate sales and marketing functions, MS Dynamics 365 offers you automated, integrated, and sales and marketing capabilities that effectively and efficiently connect, prioritize, and convert leads into sales.

Business benefits from Microsoft Dynamics 365 solutions are very much dependent on the quality of the solution implementation. The underlying technology, with depth and breadth of functionality and feature set, requires experience and competence from the implementation partner to bring value to the customer.

Microsoft Dynamics 365 Marketing Implementation is one of the key factors for success of a project and for successful implementation of Dynamics 365.

The key factors that determine the success of a project include:

- Product knowledge

- Domain knowledge

- Availability of pre-built components with the partner

- Implementation methodology, DevOps tools and their skilful application

- Focus and prioritization

Microsoft Dynamics 365 Implementation for Marketing is a marketing automation application with which you can create and distribute marketing communications to your customers and prospects. The Results of these marketing activities can be then analyzed and used for refining marketing messages and process. You can create marketing lists, run campaigns and perform all the other related marketing functions.

Microsoft 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.

Benefits of Implementation of Dynamics 365 for Marketing are:

- Helps to Manage, Rank and Score Leads

- Helps in Customizing Buyer Funnel

- Assists with Intelligent Mails, Landing Pages & Communications

- Also helps in Systematic Feedback System

- Helps with Event Management

- Assists in Easy Integrations

- Helps in taking Informed Decisions

Here I am mentioning a few Features of Dynamics 365 for Marketing for your easy understanding and choosing better:

- Addressing Every Audience Personal - Your target audience will always consist of different demographics and personas. Dynamics 365 for marketing will empower you to address each persona with a dedicated campaign and a consistent message for each of them across all channels and platforms. This personal attention often leads to a much better conversion rate as the audience feels a better connect with the marketing messages served to them.

- Converting Prospects into Relationships - Leverage Microsoft Dynamics 365 for Marketing to convert business prospects into relationships. Create, connect and nurture relations with sales qualified leads leveraging omni-channel campaigns and personalized communications. Align the marketing and sales teams together using a unified source of shared information, automated processes, and Office 365 collaboration suite.

- Managing your Campaigns Effectively - Execute coordinated campaigns using configurable templates, reusable content blocks, and design tools. Go beyond email marketing to make the customer experience a ‘journey’. Use multiple channels (events, web landing pages, email marketing, SMS integration, and phone calls) to attract the right prospects and enable your customers to take action using the channel of their choice.

Manage your marketing spend by creating a budget and track the costs for campaigns regularly

- Creating and Nurturing Leads - Use LinkedIn Lead Generation Forms Connector to target audiences, capture leads, configure lead submissions and create a customized buyer’s journey using their LinkedIn content and interactions.

- Aligning Sales and Marketing - A unified source of data and information which manages leads, contacts, and customers with multiple sales and marketing teams for delivering a consistent experience on all platforms across the buyer’s journey. Deliver consistent messages across all sales and marketing platforms

- Gaining all important Marketing Insights - Measure campaign performance and get standard reports to monitor and analyze marketing activities, including campaign activity status, campaign performance, and campaign comparisons. Build customized dashboards for better performance analysis. Embedded intelligence empowers you with tools like dynamic segmentation which helps you target the right audience.

- GDPR Complaint Marketing Engine - Microsoft has ensured that Dynamics 365 for Marketing complies with GDPR compliances at all levels. No more worries about being GDPR compliant when planning and running your marketing campaigns using D365 for marketing.

Microsoft Dynamics 365 Implementation for Different Industries

Microsoft Dynamics 365 for healthcare

Microsoft Dynamics 365 for eCommerce

Microsoft Dynamics 365 for Construction & Projects

Microsoft Dynamics 365 for Retail

Microsoft Dynamics 365 for Hospitality

Microsoft Dynamics 365 for Travel

Microsoft Dynamics 365 for Discrete Manufacturing

Microsoft Dynamics 365 for Process Manufacturing

Microsoft Dynamics 365 for Channel Management

“Selecting the ‘right’ Microsoft Dynamics 365 Implementation Partner is both an art & science. While Microsoft segments partners in 3 categories – Gold competency, Silver competency, and Member, this segmentation is influenced by the number and size of deals annually these partners have successfully clinched.”

#microsoft #microsoft dynamics 365 #marketing implementation #marketing #solutions

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ashimavermablog · 3 years

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Capabilities and Features of Microsoft Dynamics 365 Customer Service Solutions

Customer Service ensure you high quality interactions, better relationships with your customers, future relationships from leads with customers, transformation in customer experience and better customer satisfaction.

Every interaction matters in customer service. Microsoft Dynamics 365 Partners/providers help brands build advocacy and loyalty for their business by creating effortless service experiences through Microsoft Dynamics 365 Customer Service Solutions.”

“With Unified Service Desk, all your agents easily get immediate access to critical data so they can quickly engage with callers and address questions.”

In this blog, we’ll further talk about Capabilities and Features of Customer Service Solutions that you get offered with Dynamics 365.

KEY FEATURES OF DYNAMICS 365 CUSTOMER SERVICE

Core features

Case management

This feature allows you to set up a case management process supporting everything from case creation to case assignment, escalation and resolution. These actions can be performed automatically if certain pre-defined rules are met. The case record conveniently provides agents with all necessary information: case details, contact/account info, and business process flow (case stages) additional info. Also, case records display activities associated with each case, relevant posts, notes, reminders and contain a knowledge base search option.

Knowledge management

Accessed in a separate tab or directly in the case record, knowledge articles help agents find answers to customers’ questions faster. Agents can also email articles to customers. And some knowledge articles can even serve as a basis for a self-service customer portal. Apart from that, Dynamics offers a convenient visual editor to create and manage articles easier.

Service Level Agreements (SLAs) and entitlements

SLAs define how fast cases need to be resolved and whether they should be escalated. Entitlements illustrate customers’ rights for different types of customer service (e.g., phone support only, phone + email or exclusive support across all communication channels). To monitor response/resolution time limits promised by each type of support, you need specific SLAs for each entitlement.

Templates

To facilitate agents’ work and make it even more productive, Dynamics 365 Customer Service provides a possibility of using templates for emails, entitlements and articles. So, instead of writing text for these 3 entities anew each time, agents can save time by using pre-written templates. Note that email templates still use customers’ names and other data to avoid impersonal communication.

Dashboards and reports

Watching over all the key customer service metrics, Dynamics 365 Customer Service provides you with the ability to check the vital performance values of your customer service department. You can easily see such reports as, for example, the number of incoming cases broken down by a communication channel, agent or priority. These reports are available in the form of insightful dashboards.

After understanding its features, you should also well know about its capabilities:

Key Capabilities of Customer Service Solutions:

OMNI-CHANNEL ENGAGEMENT - Enables end-to-end customer service engagements across all self and assisted service channels, including field service when there is a need for onsite help. A unified platform ensures context across channels and engagements, delivering personalized and consistent service with minimal customer effort.

SELF-SERVICE & COMMUNITIES - Empowers the increasing majority who prefer to find answers on their own through self-service and community options. Provide branded self-service options that deliver consistent, up-to-date answers and personalized information, and a community experience to connect with peers and subject matter experts. Microsoft Dynamics 365 for Customer Service Every interaction matters in customer service. We help brands build advocacy and loyalty by creating effortless service experiences.

AGENT ENABLEMENT - Empower agents with a single, unified experience to speed resolution and provide differentiated levels of support. A role-tailored experience delivered through a single dynamic interface contextually serves up the tools, guidance and data agents need to provide a more personalized, effective standard of service.

UNIFIED KNOWLEDGE - Equip customers and frontline staff with a definitive single source of truth through unified knowledge. Ensure knowledge is relevant by capturing and publishing across your content channels while measuring impact and opportunities to grow your knowledge base through rich analytics.

SERVICE INTELLIGENCE - Identify trends, anticipate opportunities and gain insights using rich analytics. Explore what-if scenarios and forecast outcomes through interactive charts and powerful data visualization capabilities. Our solution empowers employees at every level of the organization to have a positive and meaningful impact on business outcomes.

I hope the above-mentioned points and information helped you clearly understand what are Customer Service Solutions and how do they help your business.

There are many other Microsoft Dynamics 365 Solutions available for the business as per your business requirements and needs.

Before starting with Dynamics 365 you should wisely select a Microsoft Trusted Partner as these implementation partners help you in understanding about Dynamics and its modules and also helps with implementation and post implementation support.

They help you with activities related to Dynamics 365 after its implementation and in installing additional solutions for your business afterwards as well.

Save your time, money and frustration by hiring a Microsoft Dynamics 365 trusted Partner!

#microsoft dynamics 365 #microsoft dynamics 365 customer service solutions #customer service #solutions #customer service solutions #microsoft dynamics 365 solutions

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ashimavermablog · 3 years

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All you need to know about Microsoft Dynamics 365 Training Service

Microsoft Dynamics 365 is a platform where all your business application that are required for your business are available.

Microsoft Dynamics 365 Training Service is the solution to provide proper Dynamics 365 Training to your team and employees. Training is the foundation on which the success of a business solution is built, and not offering enough training can have a severe knock-on effect on your business. Not only will the new system not drive the results it could and should, if your people aren’t properly engaged with the systems, they use every day their overall engagement is likely to slump too. Unengaged employees can be hugely expensive, leading to lower productivity and high employee turnover.

Good training is not a cost, but an investment; how well your employees are using your new system is critical to your business results. Luckily, there are a number of places to find great Dynamics 365 training, whatever your circumstances.

Microsoft Dynamics 365 Training Service is one of the Microsoft Dynamics 365 Solutions offered with Dynamics 365 for your business.

Microsoft Dynamics 365 Partners/Providers offer online and onsite customized training services. To further enhance performance and productivity of your D365 implementation, they also offer integrations with external systems, international roll-outs, performance tuning, BI reporting, testing, and test automation services.

With Dynamics 365 training and skills, your workforce can better help you realize the technology’s full potential and maximize your ROI.

Firms transition to new models and processes helping to ensure that your workers have the skills they need can provide you the business edge you need.

It’s true that workers of all levels can use Dynamics 365 and Power Platform to good advantage. But these sophisticated tools work even harder for you when your teams are trained to use them.

Skilling up your workforce can give you a business edge. People working across an organization from sales, marketing, service, finance, to operations and even human resources may have great communication and other skills, but they might not have the training to take advantage of the latest technology.

CEOs whose businesses provide more advanced upskilling programs—a clear commitment to developing employees’ capabilities and advancing their technical, soft, and digital skills—” cite improved engagement, innovation and ability to attract and retain talent.” By encouraging and supporting Dynamics 365 training, you can help increase your company’s ROI and its success in today’s uncertain business world.

Another benefit of Training is that you might just increase employee satisfaction when you encourage and support more training. Learning is a necessity in today’s world. Plus, it contributes to a sense of job satisfaction and helps boost employee confidence. When members of your team earn certifications in Dynamics 365, they can make a greater impact—not only on their careers but also on your company’s success.

The module Training Organization helps you organize training measures - from the selection of internal and external coaches, to the administration of participants, right through to the printing of certificates.

2 Types of Training are:

1. Classroom Training - Traditional way of training up your team is to learn from a real live expert. Instructor-led, classroom-based training can give your employees hands-on product experience, with the added benefit of having a specially trained expert on hand to answer questions. Classroom training often features group activities and discussions, which can also be useful for getting the skills learned in training to stick.

2. Online Training - training option is e-learning. E-learning offers a huge number of benefits, including reduced costs and expenses, and the convenience of learning in your own time.

“With Dynamics 365 training and skills, your workforce can better help you realize the technology’s full potential and maximize your ROI.”

#microsoft dynamics 365 #microsoft dynamics 365 training services #training services #business #benefits #classroom training #online training

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ashimavermablog · 3 years

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Why should one choose Microsoft Dynamics 365 Migration; Its Benefits for your business

Microsoft Dynamics 365 helps in delivering improved results. Instead of having separate sales and marketing functions, MS Dynamics 365 offers you automated, integrated, and sales and marketing capabilities that effectively and efficiently connect, prioritize, and convert leads into sales.

Microsoft Dynamics 365 Migration refers to migrating from old Dynamics version, or from old different provider like SAP or Oracle to new version of Dynamics 365. By moving to Microsoft Dynamics 365 from your old version like Dynamics CRM, Dynamics AX, Dynamics AV or any other software like from SAP or Oracle to Microsoft, you get access to cutting edge technology, control on costs and complexity and improvement in your overall IT productivity.

With Dynamics 365 you get various Microsoft Dynamics 365 Solutions for enhancing the capabilities of your business.

Many reasons are there to why Migrate to Microsoft Dynamics 365.

Few reasons to why migrate to Dynamics 365/Its benefits for your business are listed below:

1. It is simple - Dynamics 365 is built to be simple and easy to use. It uses individual apps that work on their own and together as well. This way, you can create the solution that fits your business needs. When your situation changes and new needs are needed, you find the applications that help your business grow.

2. Helps you to understand your customer better - Dynamics 365 brings together all kinds of customer data so you get the complete picture of your customers and their activities. You can use pre-built KPIs to truly understand the customer journey with real-time updates. You also get the ability to personalize the customer experience and to easily measure and track your customer relationships. Customer relationships are very important for business future, so, customer relationships should be focused on and taken care of.

3. It is very flexible - Having a monthly operational cost and a subscription model is far more flexible than having capital costs. It has the potential to be much cheaper as you only buy what you need. Also, Microsoft Dynamics 365 eliminates the need to manage your own data centre and servers, which can lead to significant savings.

4. Convenient for you - Dynamics 365 is based on purchase subscriptions by role. You will only have to subscribe people to the work they actually do and not buy a single large license covering all roles. This increases savings and makes dy-to-day operations more convenient.

5. Easy to Use - In Microsoft Dynamics 365, you can easily search and find the apps that you and your company need according to the situations’ needs. This makes the solution very easy to understand and use. When your needs change, you can easily search for an app that can help you at that time. Process is easy and flexible.

6. Makes your organisation and employees more productive - Dynamics 365 makes employees more productive by giving them access to both the insights and the tools they need.

7. It is very Secure – As Dynamics 365 is a cloud-based solution, it features robust security and access controls for apps and data that are built into the cloud services.

8. Real time Insights - Dynamics 365 gives you and your team access to Real-Time Insights with Built-In Predictive Analytics. Power BI, Cortana Intelligence and Azure Machine Learning are all natively embedded, so you have the access to predictive insights and prescriptive advice.

Microsoft Dynamics 365 Partners help you with migrating to Microsoft Dynamics 365. These Partners have assistant teams and support staff which helps with the migration process and simplify the process for you. They help with implementation of Dynamics 365 in your business and also help with after implementation/migration process and tasks. All the processes involved in Migration process are taken care of by the Dynamics 365 Partners/Providers that you choose to work with. These consultants help with end-to-end migration for an enhanced experience on the Dynamics platform.

This all makes your business simpler and enhances its capabilities to the best and increases the highest productivity it can for your team.

#microsoft dynamics 365 #microsoft dynamics #microsoft dynamics 365 migration #migration #migration process #benefits of migration

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ashimavermablog · 3 years

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Dynamics 365 Hybrid Migration: One of the Microsoft Dynamics 365 Solutions

What is Microsoft Dynamics 365?

Microsoft offers various Microsoft Dynamics 365 Solutions for your business to enhance capabilities and the performance of your team and business.

One of the solutions out of all these Dynamics 365 Solutions is Hybrid Migration.

What is Microsoft Dynamics 365 Hybrid Migration?

Microsoft Dynamics 365 Hybrid Migration refers to moving all your data and applications from your old on-premise deployment model of Dynamics 365 to in-cloud model of Dynamics 365. Cloud-based instances of Dynamics 365 are hosted on Azure, which allows programs and services to be built, tested, deployed, and managed from a network of managed data centres located across the globe.

Hosting your software in the cloud essentially means that program and all your data, is stored online. Using the cloud means that you don’t physically own the software you’re using, and it’s not run from your own computer. Its’s managed and handled by Microsoft data centres. All your data will be managed from those centres.

Further, we’ll discuss Steps to start and implement Hybrid Migration in your business, features of Dynamics 365 on-cloud and the difference between on-cloud and on-premise deployment models.

Steps to Implement Hybrid Migration in your business:

To start with Hybrid Migration, you need to first select a Microsoft Dynamics 365 Solutions provider.

1. Talk to a Microsoft Dynamics 365 partners’ advisor and get help through every step of your exploration and selection.

2. Get yourself an assessment of your migration options based on the scope, timing, and your budget.

3. Consider all your options, go through them, think wisely and then select the best suitable option as per you set budget and requirements.

After the above-mentioned steps, start with the migration process and move all your data on cloud.

Features of On-Cloud Dynamics 365:

Now, we’ll talk about all the features of Dynamics 365 on-cloud:

- It gives you quick and seamless implementation without additional hardware expenses

- It minimizes your overhead spending

- It facilitates you with consistent product developments Releases new features twice in a year

- It takes zero new license costs

- It needs no recurring license renewal expenses

- It has five layers information security and data protection

- It provides seamless disaster recovery services

- It efficiently works on the Microsoft platforms through a smart integration

- It intelligently executes integrated web portals

- It supports applications and tools built on the universal Power platform

So, now after knowing all the features of on-cloud Dynamics 365, I feel you would be clear as to what Is On-Cloud Dynamics 365 and why to select it for your business.

Now, we’ll give you some more clarity of why is it better than your older version on-premise deployment model.

Difference between On-Cloud and On-Premise Deployment Models

Difference On-Cloud Dynamics 365 On-Premise Dynamics 365

Cost Model Monthly subscription Huge initial capital investment

Storage of Information Information stored in secured Microsoft data centres

Complete ownership and control on the information

Access of Data Access only through API Full access and ownership

Deployment Very quick and seamless It is Time taking and complicated

Hardware Requirement No additional hardware required Need additional servers

Mobility All applications available for offline access All Applications available for offline access

Flexibility It has Higher flexibility through integrated redundancy capabilities

It is Hardware dependent and its expensive to install redundant server for back-up

Power BI Integrated Not available

These are all the differences between on-cloud and on-premise deployment models.

Hybrid Migration i.e., moving to cloud helps you better secure you data and applications, makes it easier to adapt to changes as per the requirements, free up your IT resources, reduces operational and infrastructure costs and brings all your data together on one single platform for better understanding and simplifying the operations.

Other Microsoft Dynamics 365 Solutions that Microsoft offers for your business are:

Dynamics 365 Cloud Implementation, Dynamics 365 On-premise Implementation, Dynamics 365 Migration, Dynamics 365 Consultancy services, Dynamics 365 Module Implementation, Dynamics 365 Licensing, Dynamics 365 Support, Dynamics 365 Vertical solution & Functionality extension, Dynamics 365 Training & Specialized services and Dynamics 365 Integration Services.

“There’s never a better time for you to update your older systems to cloud and take advantage of all the benefits of cloud-based business applications.”

#microsoftdynamics365 #microsoftdynamics635solutions #hybridmigration

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ashimavermablog · 3 years

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All you need to know about Microsoft Dynamics 365 Finance

To understand Microsoft Dynamics 365 for Finance we will first understand what is Microsoft Dynamics 365.

Microsoft Dynamics 365 is a group of Business applications which helps your business in transforming and simplifying the daily operations of your business. It delivers improved results.

Instead of having separate sales and marketing functions, MS Dynamics 365 offers you automated, integrated, and sales and marketing capabilities that effectively and efficiently connect, prioritize, and convert leads into sales.

Now, we understand Microsoft Dynamics 365 Finance and Microsoft Dynamics 365 Finance Solutions.

Microsoft Dynamics 365 Finance is the right choice for large, complex and diversifies companies that want to manage their finances, inventory etc. in the cloud. Microsoft Dynamics 365 Finance offers you with a complete set of capabilities that no other accounting financial software provides you with. With built-in predictive analytics and intelligence to manage, plan, and analyze your financial processes and real-time insights into business performance, it empowers you to run your business more efficiently and with enhanced agility.

It atomizes your business processes by minimizing financial complexity and risk. It helps modernize your financial operations and connect your entire business by bringing together your business processes, data and people. With the help of Dynamics 365 Finance, you can integrate financials into your core business processes and automate time-consuming tasks, empowering your teams with enhanced productivity tools, greater visibility and better decision making.

RECORD TO REPORT - Manage financial risk and reduce fraud risks while improving financial management efficiency and ease of reporting.

PROCURE TO PAY – Optimize your business’s expenditure process to reduce costs.

QUOTE TO CASH - Re-imagine your revenue process cycle to drive more revenue

HIRE TO RETIRE - Support all the business processes in your organization by empowering your team people and all the employees.

Dynamics 365 Finance includes budgeting, project management, financials, and accounting for large, international companies.

Benefits of Dynamics 365 Finance:

1. Allows you to manage your finances: quote prices, invoice, make payments, and collect payments.

2. Collects all the data for you to easily prepare financial statements and analyze your company’s performance.

3. Helps with automating tasks to increase productivity and unleash creativity across your enterprise.

4. Assists you in handling tax and compliance with confidence and minimal errors or no errors.

5. It is ideal for multi-currency, multi-country enterprises.

6. Offers you improved business health with unified financial reporting.

7. Assists you with strategic financial decision-making powered by AI and Microsoft Power BI workspaces.

8. Optimized cash flows with predictive insights

9. Helps you to manage changing regulatory requirements with a no-code configuration method

10. Allows you to easily adapt to both local and global financial requirement.

Solutions and Features of Dynamics 365 Finance:

1. Simplify Financial Operations:

- Uses several work-simplifying tools like expense management

- Shared chart of accounts to simplify inter-company movements and financial considerations

- Ability to integrate external data

- Integrated with MS Excel, Outlook and more.

2. Monitoring Performance in Real Time:

- Workspaces with analytics and processes

- Details on every transaction, for real time insights

3. Productivity on-the go

- Mobile apps that can be enabled in environment with less/no connectivity.

4. Diversity Capabilities

- Configurable e-invoicing to adapt faster to changes

- 42 language options to help the local workforce

5. Prediction of Future Outcomes

- Inbuilt Artificial Intelligence, Machine Learning predictive analytics to gain strategic insights cash flows

- Capability to predict invoice payments

6. Reporting

- Reporting capabilities for detailed view of business processes on various dimensions and various levels

- Customizable reporting tools as well

- Tools to easily generate end-of-month reports

Why Microsoft Dynamics 365 Finance for your business?

With D365 Finance, you can continually evaluate execution, forecast future results, and make information-driven choices to drive business development. It is intended to maintain balance sheet, income, financial plan and cost limitation, do business around the world, and assist in asset organization.

- It helps with Business Accounting by maintaining Balance Sheets, Income Statement, Cash Flow, General Ledger, Statutory Reporting

- It helps in Financial management by doing Budgeting and Planning, Fixed Asset Management, Digital Banking, Multi-Tax Calculations.

- It helps with going global or internationalization with Multi-currency, Multi-localization, multi-language, Multi-Company, intercompany processing.

- Also assists you with Project management and Accounting with activities like Project estimation, Project Budgeting and Management, Work breakdown Structure, Resource Planning and Time and Expenses Management.

So, if you have a complex and a large sized company then Microsoft Dynamics 365 Finance is a powerful solution for your organization. You can monitor the performance of its global financial operations in real time with real-time insights

#microsoftdynamics365 #microsoftdynamics365solution #microsoftdynamics365erp #microsoftdynamics365crm #microsoftdynamics365finance #microsoftdynamics365financesolutions

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ashimavermablog · 3 years

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Microsoft Dynamics 365 helps in enhancing your business capabilities by offering you solutions for business like 1. Module Implementation where you get workflows and tools. 2. Migration and hybrid migration where you get assistance with migration from old to new versions or with migrating data as well. 3 training services for employees both onsite and online. 4. support service while implementation is being done. 5. end-to-end integration service support. 6. assistance in choosing right licensing plan for your business. 7. assistance with cloud implementation and on premise implementation 8. consultancy service in need given by consultants. 9. Vertical and Functionality Solution where you get help with version upgrade services, add-ons enhancements.

Alletec helps you with whole implementation process and provides you with Dynamics 365 Solutions as well.

https://www.alletec.com/microsoft-dynamics-365-solutions/

#Microsoft dynamics 365 solutions #microsoft dyanmics 365 #microsoft dynamics 365 solutions provider

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ashimavermablog · 3 years

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All About Microsoft Dynamics 365 & It’s Solutions

What Is Microsoft Dynamics 365?

Microsoft Dynamics 365 is a group of Business applications and services which helps your organisation in transforming the activities of your business and simplifying the daily operations of your business.

Microsoft Azure is what it is built on and so it offers us a trusted platform.

Microsoft Dynamics 365 was recently deemed as a Leader in the CRM and Sales Force Automation categories and also a Leader for the ERP Technology Value Matrix.

In this blog, we’ll further discuss about the Dynamics 365 benefits, Microsoft Dynamic 365 implementation process and Microsoft Dynamics 365 Solutions.

Benefits of Microsoft Dynamics 365

1. Helps in improving customer satisfaction.

2. Business gains the advantage of automation

3. Streamline business processes.

4. Helps to enhance social engagement

5. Benefit of achieving connectivity across all your information systems.

6. Realize valuable insights from data/li>

7. Helps in shortening and simplifying the sales cycle.

8. Easily deploy and scale

9. Get increased return on investment

Microsoft Dynamics 365 offers extra functionality at low prices as compared to other CRM systems. It also offers flexibility. Microsoft offers three tiers of users having distinct levels of access and pricing option. Therefore, by investing in MS Dynamics 365, your business gets complete access to different apps and functionalities.

Microsoft Dynamics 365 Components

1. Finance & Operations:

For a medium to large sized organisation, Microsoft Dynamics helps in reducing complexity in the business by linking your finance operations with the Microsoft Dynamics 365 Finance.

With D365 Finance, you can evaluate execution, forecast future results, and make information driven choices to drive business development. It is meant to maintain balance sheets, income statement, cash flows and general legers. It assists you to easily do budgeting and planning, asset management, digital banking and multi-tax calculations. It also assists in doing business all around the world. Dynamics 365 Finance enables helps in estimating the project, budgeting of project and managing it, resource planning and time and expenses management.

2. Supply Chain Management:

Microsoft Dynamics 365 Supply Chain Management enables you to simplify organization, build, warehousing, warehousing, and transportation activities for your business. This expands operational competency and ensures item quality, encouraging you to move from responsive to proactive activities.

Predictive experiences using artificial intelligence and Internet of Things (IoT) capabilities create the most remarkable setup you may need to build a skilled, partner, and versatile store network.

3. Sales:

Microsoft Dynamics 365 Sales gives you all the expected utility to help a business cycle from lead acquisition to completion. D365 Sales aims to help the mechanization of the business cycle from obtaining leads to closing transactions. As leads are recognized and qualified, the framework allows you to create an account, contacts, and convert them to opportunities. The features of Dynamics 365 Sales are Sales management, managing lead and opportunity, pipeline management, accounts management, reports and dashboards and cross platform integration.

4. Customer Service:

Microsoft Dynamics 365 Customer Service provides highlights and devices to associations to deal with the administrations they provide to customers. Customer issues are tracked through cases and all associations identified with a case are recorded. You can make inquiries and course cases to the correct channel. It assists you with features like Omni-Channel Engagement, self-service and communities, agent enablement, unifies knowledge, digital intelligence, tracking of cases, field service integration.

5. Field Service

Microsoft Dynamics 365 Field Service solution assists in delivering onsite services to customer areas. You can partner with the customer through different channels and maintain a 360degree view of the customer. The job requires assembling, planning and improvement, executive resources and equipping, stock, parts, and coordination are all part of the innovative utility that D365 Field Service provides.

Benefits or this service include managing workforce effectively, automated resource scheduling, gaining customer’s trust, asset and inventory management and providing pre-emptive and connected field service.

6. Project Operations:

Microsoft Dynamics 365 Project Service Automation transmits end-to-end responses for Sales, Planning, Resources, Delivery, and Billing to extend based partnerships. It helps associations evaluate and track company costs and revenues, track company progress and cost utilization, monitor pricing, valuation and collection, and plan asset allocation and extension. Its benefits are building trust through engagements, empowered teams, growth optimised, opportunity management, cloud-enabled services, profits on every project.

7. Marketing:

Microsoft Dynamics 365 Marketing is a promotion mechanization application that enables you to not only deal with the hub displaying capabilities like email advertising, customer companies, lead scoring and behaviour tracking, and so on, but also lets you leverage the capabilities of executives, supervise studies, and more.

8. Business Central:

Microsoft Dynamics 365 Business Central is a cloud-based enterprise resource planning (ERP) framework that replaces Microsoft Dynamics NAV, Microsoft Dynamics GP, and Microsoft Dynamics SL. Current, and with some AI-powered highlights, D365 BC is a powerful answer for small, medium, and moderate-high-sized associations to monitor funds, produce production networks,

deals, and customer care.

It comprises of features like Financial management, Supply Chain Management, Project Accounting, Warehouse Management, Manufacturing, Service Management, Basic CRM, Basic HR.

9. Human Resource

Microsoft Dynamics 365 Human Resources soothes out many standard HR

recordkeeping assignments and mechanizes some cycles. Reorganize absences and absences details, complete pay projects and benefit organization, perform enlistment enhancement skills, and help with finances, spending plans, and submitting evaluations. It allows you to change worker encounters, update your HR programs, increase hierarchical agility, and find workforce experiences.

Microsoft Dynamics 365 Solutions

1. Dynamics 365 Consultancy services

In this service, companies offer experienced consultants who bring in their experience to help you through all the decisions you make for the organisation, consultants make the decision-making process easier.

2. Dynamics 365 Licensing

The licensing experts help you choose the right plan as per your organizational needs.

3. Dynamics 365 Cloud Implementation

Instead of investing in the on-premise infrastructure people are now more inclined towards the on-cloud model. Companies bring expertise and experience to help you from inception to final testing and deployment. Solution partners offer staff training for smooth implementation in your business.

4. Dynamics 365 On-premise Implementation

Helps with on-premise implementation like of Dynamics 365, NAV, AX and Business Central.

5. Dynamics 365 Migration

End-to-end migration from SAP to Oracle, or from an old version of Dynamics, NAV and AX.

6. Dynamics 365 Hybrid Migration

Migration from your current on-premise infrastructure to cloud is what is done in hybrid migration.

7. Dynamics 365 Module Implementation

Customised solutions to help you enhance the capabilities of your Dynamics 365 implementation. Customised workflows, automation tools are built to help you make the best out of Dynamics 365 implementation.

8. Dynamics 365 Support

Support after the installation of Dynamics 365 is very important for enhancing the productivity and to achieve all the organizational goals efficiently. 24×7 assistance to its customers, which ensures a better ROI.

9. Dynamics 365 Vertical solution & Functionality extension

Version upgrade services, add-on enhancements are included in this service which can be customised as well.

10.Dynamics 365 Training & Specialized services

Online and offline customized training services are offered under this service and specialized services for better working of organisation.

11. Dynamics 365 Integration Services

End to end integration services with the existing solutions and systems present in the organisation.

These were all the Benefits, Solutions and Services that you and your business get when you choose Microsoft Dynamics 365. These enhance your business and helps in the growth of the business.

While choosing a Partner or a Provider one should acknowledge and understand all the solutions and services provided by the company and their support systems. One should also know all about the implementation process and implementation costs and time that will be taken.

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