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

Dynamics 365 Dubai

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.

Inventory Adjustments in Microsoft Dynamics AX

Microsoft Dynamics AX

Quite often one would come across that inventory of a specific item that does not appear in the system.  The reasons could be many.  It could be that a vendor may send the wrong item and upon discovery may instruct to keep it instead of returning or some items may reappear during a usual cycle count later when it was actually written off. Possibly, the sales personnel may also provide sample items to the engineering department, which eventually can be moved into usable inventory.  The reasons can be many but you wish to incorporate the system even without having to create a purchase order and purchase order receipt. One of the easiest ways to do is to perform inventory adjustments.   Nevertheless, some simple updates need to be performed before making the adjustments.

  1. Checking the Records: At the outset check the records to ensure whether the item is included. In case the item does not figure in the records, it could just be dumped than keep placing it in the inventory.  In fact, if the demand for an item is lost and currently there is no method to market, it could become a white elephant consuming valuable space without any future prospect.  Such items, irrespective of its value must be disposed post haste.
  2. Ascertain Cost Record: Secondly, ensure cost record for the item is in place. A cost showing zero will misrepresent the total value of all the products available.
  3. Updating Quantity: When your item record is found to be accurate, go ahead and include the quantity into your inventory.
  4. Updating Released Products: Next step is navigating to Product Information Management, Released Products and select your product from the list. You can also go to the Released Products Maintenance Tile. Now select Release Products to go to the list page and at the list page, select the product to your inventory.
  5. For adding to your physical inventory, highlight or select the item
  6. At the top of the form, select the Manage Inventory tab
  7. On-Hand Inventory Menu in the upper right hand portion of the form opens up a blank form when selected
  8. Next click on the Quantity Adjustment tab

Again a blank Counting form will appear

  1. Now click on the New button

The counting form opens up with filled in item number

  1. Enter the Site
  2. Enter the Warehouse
  3. Location for item can be entered now
  4. Next quantity can be entered

By clicking OK at the bottom of the form completes the process.  The forms could have more columns but by selecting the inventory dimension the configuration, size, style and color can be concealed.  Moreover, by clicking the personalization the catch weight columns gets hidden.

At last, your item has now been added to the system for use. Sounds simple isn’t it.

Microsoft Dynamics 365 for Finance and Operations, Enterprise edition

Microsoft Dynamics 365:-

Regular updates mark the availability of several upgraded applications every now and then incorporating many existing Dynamics 365 Cloud Services.

Let us consider the new Applications and capabilities, beginning with new deployment options for Finance and Operations.  Two additional deployment options for Dynamics 365 Operations Microsoft’s cloud ERP (Enterprise Resource Planning) service were in the offing some time back.  The local business data deployment options for on-premises deployments are now a reality.

Additionally the option to deploy Finance & Operations as a Microsoft managed service running in Microsoft Azure, customers are now at liberty to deploy it in their own data center to help meet their business needs.

The on-premises deployment option or local business data provides a unique differentiator to enterprise customers in comparison to other ERP products by providing a choice as customers can start local business data and when they are ready, they could have the option to easily move their solution to the cloud. They will experience the cloud scale advantage and the rich analytic experiences it delivers. Moreover, the on-premises solution is based on a modern architecture that focuses on influencing Windows Server 2016 and SQL Server 2016 to present a deployment running in a customer’s data center.

Cloud Service is considered to be the best deployment option as the customers’ need to support business process execution in their data centers in some cases is increasing day by day.  However, they need not worry as help is at hand with on-premises deployments customers can resolve these essential business requirements.

Data Residency – This refers to the geographic location of an organization’s data information.  It is also the legal requirement imposed on data based in that particular region.  Some Government and industry regulations require customers to store business data locally and also mandated by our customer’s IT standards.

 Business Continuity – Regardless of a warehouse, service shop or production facility, your critical business processes can run locally in the facility even during lack of network consistency and cannot be relied upon for crucial business operations. On- premises deployments provide enhanced business continuity for scenarios that may require low latency integration with other on-premises systems.  It may even require deployments in regions where there are no options for a reliable network coverage infrastructure.  Local infrastructure issues can be addressed in some cases along with a financially backed SLA, with Azure Express Route.

Data Center Investments – Customers can influence hardware investments as well as their IT staff, particularly those already working with familiar Microsoft interfaces and tools viz., Windows 2016 and SQL Server 2016 to run their Finance and Operations instance locally. Moreover, customers have the option to life on-premises deployments to the cloud when it is time for a refresh.

Finance and Operations is unique in our ability to allow customers to deploy wherever and any format they want with the introduction of cloud plus edge deployment option, the best of on-premises and cloud deployments can be delivered.  Even cloud deployments in one option to help support our customers worldwide are also possible.

Let’snow move to new application features and updates to existing Cloud Services…

Microsoft Dynamics 365 for Finance & Operations, Enterprise

Microsoft Dynamics 365 for Operations is now Microsoft Dynamics 365 for Finance & Operations, Enterprise edition.  The edition is comprehensive and covers a whole range of both Operations and Finance.

There are two new purpose built applications in additions to updates to Finance and Operations.  They are Dynamics 365 Retail and Dynamics 365 for Talent.  The first is designed to keeping in mind the needs of a retailer.  It provides retailers with an integrated end-to-end view of their operations with centralized management with access and visibility across stores, employees including customers, financials and inventory.   On the other hand, the second one Dynamics 365 for Talent offers a 3600view of workforce from sourcing and recruiting to on boarding and retention. Dynamics 365 Insider Program gives a sneak preview of the two versatile applications.

Some of highlights of the major areas of investment for this update include feature embedded analytics, an improved and modern mobile experience, increased speed and predictability of implementations. Above all the new upgrade experience from Microsoft Dynamics AX 2012.

Analytics – embedded analytics integrated directly into the form and workspace; with drill down capabilities into transactions; 15 rich dashboards across the functional spectrum.  With end user in mind who will immensely benefit in their daily functions to assist them in making a better and faster decisions to achieve optimal result oriented outcomes.

Modern Mobile Experiences – For the staff at the warehouse, expense management including efficient time-keeping as well as a unified approvals mobile app that ushers the start of a new journey with our partners.

Faster & Predictable Implementations – The new and improved updates has a number of capabilities for rapid implementations process; it includes the ability to create company configurations that can be copied to create new ones based on existing companies.  In recent times, cost accounting has been modernized with great Getting Started guide and a simplified experience.  A new background validator has been added in order to help in keeping the system of record continually viable. The Getting Started and validation wizards are surely going to come in handy.

Upgrade From Dynamics 2012 is now in Preview –Even while keeping the abstractions and the use consistent, the changes are focused on simplifying the migration process.  You will observe that the new features contribute to simplified change management and improved support for the data governance needs of the organization and business requirement.

While continue to update and expand Finance & Operations, for new purpose-built applications the experience is thrilling.  The latest view on the full spectrum of work can be reviewed on road map site and regularly check out to see the ongoing updates that are available.

OneNote Web App To Manage Notes

Dynamics 365 Dubai

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.