Microsoft Business central: Here’s all you need to know

From the array of Microsoft ERP-CRM solutions, Dynamics 365 for Finance & Operations helps the organization to unify global financials & operations. As businesses today are adapt to the increased speed & shifting expectations of the market, Dynamics 365 for Finance & Operations enables them to take better decisions quickly.

The arrival of Microsoft Dynamics 365 Business central previously named as Dynamics 365 for Finance and Operations (Business edition) is a benefiting option for small and midsize businesses. Microsoft Dynamics 365 Business central fits the core needs of small & midsize businesses. It can provide this section of businesses with an affordable entry into Enterprise Resource Planning software.

With Dynamics 365 Business Central you get to connect with the organization’s financials, sales, purchase, inventory, projects, service, and operations. Additionally, you can soak up the benefits of Office 365 and Azure cloud services like Business Intelligence, IoT, built-in security and other services that make Microsoft the most complete and secure cloud solution provider for business.

Unlike Dynamics 365 Business Edition, Business Central expands deeply into Operations and Supply Chain Management to offer full ERP functionality. Especially, it includes the functionality of Dynamics NAV for the cloud platform. Also, Business Central automates & integrates seamlessly with Office 365, Power Apps, Microsoft Flow, Power BI and other Microsoft cloud services.

Business Central Licensing

Dynamics 365 Business Central will be available in two subscription license types: Business Central Essentials & Business Central Premium. The difference between Essentials and Premium: Essentials includes everything but Manufacturing and Service. Premium includes all functionality. Additionally, a team member license type is added for the user who does not require full user capabilities.

3 Benefits of Empowering Sales Force with Mobile Dynamics

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Implementing Mobile Dynamics for Improved Collaboration

Indeed, it is likely that sales force on the move may not be quite productive to your business.  It is also likely that you may have lined up scores of items in your many branches and your sales team is eagerly longing to offer better service to your clients and suppliers.  You may have your ERP and CRM solutions in place but may not have the required mobile capabilities which could make it cumbersome and time-consuming for the sales team to collect information they needed.

Eclipse could set right this issue with Microsoft Dynamics 365 Sales and Marketing (Dynamics 365) with the following three vital benefits. Here we go:

  • Accessing Critical Data in real-time

Mobile devices get connected directly into the CRM system of the organization. Thanks to Dynamics 365 which makes this feature possible. Besides, it efficiently offers much greater visibility and processes in business development. In other words, not only the employees now have access to opportunity data and critical sales in real-time from any location, they can log in relevant information as they collect them in the field itself. This ensures everyone to take timely decisions and updated.

  • Rapid, Accurate Reporting and DateAnalysis

With Microsoft’s Power, BI the cloud-based business intelligence solution which directly integrates with Dynamics 365 and the existing ERP system of the organization makes the reporting capabilities perfect and effortless.   Moreover, this helps for correct decision making for the field sales team who could gather information seamlessly making life easy for them with instant reporting for accurate data analysis and meaningful reporting.

  • Enriched Collaboration Through Automated Workflows

By connecting to CRM and ERP solutions, the organization can experience the correct utility of the data of the sales team besides, great improvement in collaborating with different departments. Moreover, the macro level business develops significantly with the simplified sales process and improved sales engagement. The field teams have an added advantage of working efficiently and take corrective action due to transparency within the organization, quickly.

Backed by strong integrated CRM and ERP systems that also allow mobile access, the sales team gets connected while on the move. The team could collaborate efficiently as they have important information at their fingertips that empowers them with Dynamics 365 which makes the organization efficient in making this technology investment in a broader sense.

Which Microsoft ERP solution is best for your business?

Microsoft ERP

Microsoft Dynamics offers enterprise resource planning ERP solutions – Microsoft Dynamics AX, Microsoft Dynamics GP, Microsoft Dynamics NAV, and Microsoft Dynamics SL. These solutions are designed for modern businesses, both large and small. It allows for communication between a business’s departments and its internal functions and data. Let us see all Microsoft’s ERP solutions so as to know which ERP you can get for your business.

  • Microsoft Dynamics AX

Microsoft Dynamics AX (formerly Axapta) is strongest in meeting the needs of complex manufacturing and distribution industries. The multilingual and multicurrency enterprise resource planning (ERP) software can be fully customized to aid in collaborating more effectively with customers, partners, employees, and suppliers. Microsoft Dynamics AX 2012 R3 allows businesses to develop and distribute modern apps for specific scenarios and mobile devices. This helps to easily and securely connect with Microsoft Dynamics AX for people at work and on the go. The latest version of Dynamics AX 7.0 now known as Microsoft Dynamics 365 for Operations is based on a new web-based client and client framework that provide next-generation solutions to your end users.

  •  Microsoft Dynamics GP

Microsoft Dynamics GP (formerly Great Plains) is an accounting system for small to medium companies. It has the stability and scalability you require to support your business needs today and into the future. Microsoft Dynamics GP gives you flexible deployment options whether on-premise hosted or cloud. As a business solution from Microsoft, it is easy to learn and use because it works like and with other familiar Microsoft technologies, such as Microsoft Office.

The latest version of Dynamics GP 2018 includes new features and capability enhancements that can optimize daily operational and financial processes. It increases business analytics, collaboration, reporting and deepens interoperability with other Microsoft products i.e., Office 365, PowerBI, and Azure.

  • Microsoft Dynamics NAV

Microsoft Dynamics NAV (formerly Navision) is used by mid-market companies as a flexible ERP solution. Dynamics NAV works like the familiar Microsoft Office tools. You can choose the Starter pack and Extended pack through the Microsoft Windows client. The multilingual and multi-currency business management solution is used to manage accounting and finances, service management, supply chain sales and marketing, and operations.
The latest launch of Dynamics 365 Business Central (generally available as a cloud service) is another upgrade for Dynamics NAV. Dynamics 365 Business Central and Dynamics NAV run the same application code base. This empowers you to smoothly transition all your Dynamics NAV assets into Dynamics 365 Business Central.

  • Microsoft Dynamics SL

Microsoft Dynamics SL (formerly Solomon) combines project and financial management capabilities to help businesses manage customer demands. It has delivered the functionality, performance, and ease of use to small and mid-size businesses around the world. Microsoft Dynamics SL interoperates with Office 365. Microsoft Dynamics SL is sold in two different editions- Business Essentials and Advanced Management. A la carte components are available by edition and must be purchased individually.

Hopefully the above will help to determine which ERP options will best fit and best investment for you. Equally, it is important choosing the right partner to implement it.

The ‘Edge’ of Dynamics 365

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Edge Computing &Edge Technologies
‘Edge Computing’ is a common expression in the Cloud computing lexicon. In other words, it isa distributed IT architecture to reduce the movement of data. The ‘edge’ has great implications for business applications, both in its purest definition and also in its appropriate term to define the ‘Edge Technologies’ which transforms the traditional ERP and CRM market. It is a method of optimizing cloud computing systems. New things often happen in Microsoft Dynamics.

What Could PowerApps Do?
For those who came in late, PowerApps is an enterprise service for innovators that could be connected everywhere and also facilitates to create and share business apps with your team on any available device instantly. Additionally, PowerApps helps anyone in your organization create new business swiftly.

Since its initial release it has not changed, but interestingly on examination of the upcoming release of Dynamics 365 for Finance and Operations, it is revealed that it can be used to extend functionality for Finance and Operations. In fact your users can build PowerApps without having to be expert developers to extend ERP functionality. PowerApps developed by yourself or your organization can now be used to augment ERP features by incorporating them within the Finance and Operations client. Additionally, your users will find it easy to add PowerApps to pages in Finance and Operations. Thereafter, these customized changes can be shared with others in your organization.
We envisage a huge benefit to our customers. They can implement their own apps to extend the Dynamics 365 advantages in the data in Dynamics 365 or the Common Data Service.

We envisage a huge benefit to our customers. They can design and connect their own apps to extend the Dynamics 365 imprints in order to scale up the Common Data Service or data in Dynamics 365. In the past, this would require knowledge of the programming language of Dynamics 365 applications or expensive integrations to tap into this data. Nevertheless, things have changed of late.
Cortana Intelligence Suite

One of the fundamental ‘edge technologies’ is undoubtedly the Cortana Intelligence Suite. Azure, Machine Learning, Cognitive Services and the Bot Framework. A whole lot of practical application of this technology in the field of Customer Service, where we are able to detect sentiment, key phrases, topics and even language from the text found in Dynamics 365 data. Cases involving high customer satisfaction can be swiftly resolved by service representative who are presented with relevant information of the customers. Business organizations can set up service case analysis to automatically provide support staff with relevant solutions from knowledge articles, by using the Microsoft Cognitive Services Text Analytics service with Microsoft Dynamics 365. They will spend less time searching for answers and more time providing the correct response. This feature comes with support for custom entities and system configured entities.

What is Microsoft Dynamics 365?

Microsoft Dynamics 365

Microsoft Dynamics 365

Dynamics 365 is the customer management software from Microsoft, which we all know.  How is it going to help run business is what we are going to find out?

An emerging business head would wish to maximize the efficiency of his employees, increase productivity and develop the business. Dynamics 365 puts all the business solutions into a single seamless experience.

Microsoft Dynamics 365 is a combination of two categories of solutions

CRM & ERP

Customer Relationship Management or CRM:-

This is related to your daily routine business operations particularly associated with customers. Standard CRM solutions comprise of Customer information databases, requirement for sales team, service and marketing automation tools. It basically facilitates interactions with customers and promotion of sales.

Enterprise Resource Management or ERP:-

Backed by powerful tools for accounting, this helps you to keep track of financial data, field service tracking and project resource management.  ERP tools allow medium and established business organizations to manage extensive networks of resources. The information gathered is in real time on a broader spectrum.

Dynamics 365 Combines CRM & ERP Business Solutions:-

Dynamics 365 allows the concerned teams with the required tools to handle prospective clients professionally and continue to maintain existing relationships.  It also empowers every member of the team to plan effectively by utilizing time between different platforms.

Achievements – Dynamics 365 Business:-

  • Dynamics 365 Business Plan
  • Dynamics 365 Financials
  • Dynamics365 Sales (Spring 2018)
  • Dynamics 365 Marketing (Spring 2018)
  • Dynamics 365 Customer Service (Spring 2018)

Created for Small & Medium Sized Businesses

A focused CRM solution is what Dynamics 365 Business Plan is all about.  What more?  It comes with financial tools at a bargain price offered together with all the great functionality of the Dynamics 365 Financials, Sales and CRM solutions for keeping your business running seamlessly. Dynamics 365 CRM solutions is available with the flexi billing cycle.

Establishing Your Foundation With The Dynamics 365 Enterprise

  • Dynamics 365 Enterprise Plan
  • Dynamics 365 Sales
  • Dynamics 365 Customer Service
  • Dynamics 365 Field Service
  • Dynamics 365 Project Service Automation
  • Dynamics 365 Operation
  • Dynamics 365 Marketing (2018)

Created For Companies That Opt For Advanced Service Solutions

A fully loaded Enterprise Plan comes with the most advanced business solutions that Microsoft has to offer. Equipped with standard CRM software, full field service and marketing tool integration with up-to-date software, you can manage any client and can even draw necessary information available from the start of customer relationship.

Complete customer information available in a single and seamless experience.  Additionally, your team will be able to reduce the time. Marketing can populate information about clients and furnish complete statistics, thereby giving your sales team the desired acumen to sell the right product effectively.

Moreover, this plan allows you enough scope to control your resources with powerful CRM tools to keep your team abreast with current business trends.

Dynamics 365 Sales – The New Dynamics CRM Online

Customers are focused in modern times. Thanks to the awareness about the products and services, they wish to buy. It has been found that nearly 57% of the decision-making process is done much before they even begin talking to a provider.  It is necessary to reduce the time your sales team spends in obtaining the relevant information for the next prospect.

Also important is to consider giving the right cases to the sales team in order to manage and prioritize the leads. Even while on the move, they can view important details of the customers on their mobile devices, such as profile of each customer and the history of their interactions, their choice etc. This will help in building a strong customer base tailored accordingly with meaningful profiles; thanks to tools of Dynamics 365. In other words, the sales team would focus and hit the target to close the sale in a time bound manner.

Dynamics 365 – On The Field:-

Chances of losing a customer would be high if they had a bad experience in the past.  Quite likely, your brand will take a beating.  However, armed with Dynamics 365 Field Services, the sales team is authorized to be flexible to efficiently handle every aspect of clients’ relationships.

Significantly, the sales team on the field generates revenue for the business. Thus, it is imperative to keep a tab on them and track them in real time to resolve their issues.  Schedule meetings manually or program it on to a system to perform automatically to fix appointments with a client. Thereafter, a sales person can be directed to attend sales/service calls as scheduled.

This is because Dynamics 365 Field Services integrates inventory and agreement which facilities the sales team to make commitment to the customers accordingly.

Dynamics 365 – Customer Service:-

This portal gives a complete picture of clients’ profile wherein the field sales team can be empowered with a unified service platform in order to effectively fulfill clients’ needs.

Even when interacting with your customer understand their needs as customer is always the king. Customer service improves the knowledge base and allows choosing the relevant information for presenting to the sales/service personnel in the field. The powerful interactive dynamic visual tools to analyze trends in customer behavior come handy for customer interaction.

Dynamics 365 & Office 365 – Seamless Integration

Dynamics 365 easily connects and without any hassle incorporates with all other Microsoft Office 365 software.  Besides saving time considerably, it also integrates with Excel, Word, Outlook and more to provide with the most relevant data to the team on the field.

It is a breeze assessing Dynamics 365 on your mobile device even when you are out on a sales call. It is as easy using the desktop app. Dynamics 365 and other programs of the 365 series are available in both the iOS and Android app stores.  Even through your web browser, they can simply be accessed.

Needless to say, Dynamics represents the evolution of CRM & ERP; very flexible, in the cloud, on demand!

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

OneNote Web App To Manage Notes

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OneNote users who do not own or presently have access to the desktop version of the app, is by far the most functional version. OneNote web App is the overall solution available through Office 365.

Make New Notes With OneNote Web App

It is easy to create a new note, section or even notebook in OneNote web App.

Creating New Notebook

It is necessary to get logged into SkyDrive.com to create a new notebook for use in OneNote web App.

The Method:

  1. Select Create OneNote Notebook from top of the screen while logged into SkyDrive.com. Next for the selected Notebook, a pop-up menu appears with a text field and a default name.
  2. Tap or Click on Create after typing a name for the selected notebook. Your new Notebook appears in the OneNote web App.

Creating a New Section

In order to create a new section, select the insert tab and clip the New Section button. An Untitled Section will appear which can be renamed accordingly.

Creating A New Note

Click or tap the plus symbol to the right of the section name that you want the note to fall under in the bar at the left side. By default the new page will be Untitled Page which can be renamed later as desired.

Existing Notes Open With OneNote Web App

It is simple to open a Notebook, section, or page.  However, the process depends on which one you intend opening. It is advisable to open notebook in the SkyDrive.com interface, whereas sections and pages must be opened in the OneNote web App.

Opening a Notebook

Open a Notebook in the SkyDrive.com interface to use OneNote web App to edit a note.  The following steps would help to open a Notebook:

  1. Log in to SkyDrive.com and if necessary, navigate to the folder containing the Notebook.

You will observe that the cursor turns into a hand, unless you are floating over the check box in the upper-right corner.

  1. Click or tap the item.      The file opens in OneNote web App.

Opening A Section or Page

While viewing the notebook containing the section or page, select the name of the section you want to see to open a section or page.   Bingo! It opens in the pane at the right as you select the name of the page with the section containing the chosen note.

Rename Notes in OneNote Web App

In OneNote web App, you have the provision to rename notebooks, sections or notes which is not possible with the mobile versions of OneNote.

Method to Rename a Notebook

  1. The folder containing the Notebook must be opened after logging on to SkyDrive.com interface, if required can also navigate.

Moreover, your cursor turns into a hand unless you are hovering over the check box on the corner to the upper-right side.

  1. Click to select the Notebook and choose Rename from the Manage menu which is on the top of the page. A field appears with the selected name of the Notebook.
  2. To rename the file, type the new name and then click anywhere outside the field.

Method to Rename a Section or Note Page

Follow this simple method to rename a section or Note page:

  1. First log in to SkyDrive.com and open the Notebook containing the section or note page you wish to open. The Notebook will appear in OneNote web App.
  2. In the sidebar at the left from the context menu choose Rename by pressing or right-clicking and holding on the name of a note or section.

With the name selected, a field appears around the name of the section or page.

  1. Type the new name to rename the section or page and then click or tap anywhere outside the field.

How to Delete Notes:

There is a little difference in the process of deleting notes in OneNote web App depending on what you are deleting.

How to Delete a Notebook:

Notebook should be deleted In the SkyDrive.com interface, in the following method:

  1. Log in to SkyDrive.com and navigate, only if you find it necessary, to the folder that contains Notebook that you wish to delete.

By default, your cursor turns into a hand, unless you are hovering over the check box in the upper-right corner.

  1. In order to select the Notebook click or tap and choose Delete from the Manage menu at the top of the screen. The file is deleted and SkyDrive notifies you via a pop-up menu with an Undo button that you can press if you don’t want to delete the Notebook.

How to Delete Sections or Pages

It is easy to delete a section or page.  Right-click or press and hold on the name of a section or page and choose Delete.

How to Salvage Deleted Notebooks From SkyDrive’s Recycle Bin

Normally, deleting sections and pages is done at the final stage, deleting a Notebook or any other file from SkyDrive.com dumps those files into the Recycle Bin which is accessible at the bottom of the left sidebar.  In order to retrieve a previously deleted Notebook, which may have been inadvertently the following methods would help:

  1. Click or tap the Recycle Bin link near the bottom of the left sidebar even while you are logged in to SkyDrive.com. You will come across a list of your deleted files.
  2. You need to select the check box which is next to the Notebook that you wish to restore.  Then click or tap Restore at the top of the page. Your         file gets restored at the same position where it was previously deleted.

 

Benefits Of Microsoft Dynamics 365

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Dynamics 365 ensures consistency and interoperability by using a common data model and consistent application platform. They also use extensibility to design and process XML schemas especially for e-businesses. They offer to customers a familiar experience with all new built-in insights, intelligence and workflow.

Facilitation of Businesses:

Dynamics 365 makes it possible for business to start with pertinent apps befitting industries and businesses.  In other words the customers can launch with what they need at that moment and upgrade as they develop the business, to the next level in the cloud, at their desirable pace.

Greater productivity can be achieved when required by connecting structured workflow of business applications and processes mainly with the collaboration of unstructured work of productivity.  This in turn allows employees to utilize productivity tools in relationship to their business processes and further development.

In order to unify departments and to empower across different units a flexible solution combines ERP and CRM functionality into one solution.

With Dynamics 365, data are transformed into action for intelligence and accessed according to requirement. Business applications that introduces large data and advanced analytics into processes and proactively guide employees and customers for the desired results with built-in Business Intelligence such as (Power BI, Cortana Intelligence, Azure Machine Learning)

Get set for augmentation through consistent, adaptable and responsive applications. With Dynamic 365 in tow, business users get a fillip to change and adapt without too much intervention or assistance from IT department.

Small & Mid Business (SMB) Gain from Dynamic 365

Finance and Operations, Business Edition, is a comprehensive accounting and business management solution for SMBs included in Dynamic365.

Large Business Enterprise Gain from Dynamic 365

The Enterprise edition of Microsoft Dynamics 365 has been created by the Dynamics AX & Dynamics CRM duo.

Benefits of Power BI in Dynamics 365

Now BI tools are part of business management solutions.

As embedded Power BI acts as a protection on contextual information on the role based work spaces and dashboard in Dynamics 365,it provides the best recommendation on the discovered analysis. This results in two main benefits. Productivity gets increased rapidly and ensures best practice in a time bound manner. Power BI or Business Intelligence in Dynamics amplifies your business intelligence by collecting appropriate data which is visible to the entire business unit leading to better decision making with the help of well-crafted analytical reports.

Business Grow With Dynamics 365

Customers can now pay for the functional apps which they would need in the short to medium term.  Later if required, they may then extend the functionality or even add more users as their business develops. All these are possible via the ecosystem of Microsoft AppSource.  The business applications share a common but robust data model, which is extremely accessible tool to connect with and users experience a consistency with the apps that work seamlessly.

Microsoft Dynamics 365

Microsoft Dynamics 365

A Sneak Peak at Intelligent Business Application

The impeccable potential of CRM & ERP capability to make applications to work flawlessly across sales, operations, marketing, financials, project service automation, field service and above all customer service is what Dynamics 365 is all about.

 

 

Digital intelligence induces surreal possibilities for your business and compels to rethink various avenues namely:

  • Customers are better engaged and involved
  • Authorize and empower employees
  • Efficient and effective operations
  • Radical change in products and business representation

Business Evolves On Your Terms

Microsoft Dynamics 365 gives wings to your business with intelligent applications for CRM & ERP outreach.

Taking baby steps initially with limited requirement to run the business and supplement it with trending apps to seek accolades from your customers, now we have a full fledged business solution to take care of every nuance of business applications.

Seamless Apps In the Cloud

The intrinsic characteristic of each application is to solve real problems and deliver real value. Their fusion is powerful enough to transform and take your business to the next vertical.

Prosper in the Digital Economy

Digital Transformation is here to stay in the form of Dynamics 365. Compete successfully in an ever-changing trending digital economy and drive value for your customers and employees.

 

Customer Connect

A one-on-one dialogue by a personalized touch with customers clears the air of any ambiguity. Such an interaction is made possible only with the digital intelligence support by Microsoft Dynamics 365.

Hospitality

Improvement in customer service which is indispensable with efficiency, integrated world-class comfort and amenities in any industry is a broad spectrum of hospitality and Microsoft Dynamics solution does exactly that. It enables companies to get opinions and suggestions from customers…

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