Microsoft Dynamics Partner in India

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The Best of Microsoft Dynamics CRM 2016

Everyone knows how good Microsoft Dynamics CRM is. It is one of the finest and most widely asked for customer relationship management solutions. Dynamics CRM 2016 is the latest upgrade and offers spectacular features that only confirm the software’s magnificence.

Some of them have been given below and in case you wish to know more, you can contact your nearest Microsoft Dynamics Partner.

1. Fantasy Sales Team: This is one of the most remarkable features that Microsoft could have possibly made part of CRM 2016. It engages the entire organization and mobilizes the Sales Team towards uncommon success. Introduced as a Sales Contest Application, it makes Sales interesting as all Sales Personnel get rewarded with “player points” and incentives for completing important tasks such as Generating Leads, Making Calls and Closing Sales. The application helps engage the entire Sales Team, encourages them to pursue their goals more aggressively.

2. Next Level Mobile: This feature was first shown in the customer relationship management solution in its 2013 version, was revamped for version 2015 and again features a little differently in version 2016. In the 2016 upgrade, it has been designed with task based workflows and useful dials for numerical data entries. The task based workflows help users add small pieces of data fast and especially during key moments. For example, just after a meeting a sales representative can enter a quick note and follow up task despite the device not being connected to.

3. IDX Extends CRM Licenses outside the Organization as Well: Microsoft has acquired IDX and because of this Microsoft Dynamics CRM users will be able to extend it online to channel partners and subcontractors as well. Everyone outside the organization can be connected to which helps give access to them for datasheets and distributing leads. This allows partners to enter information into the tool without the need to buy additional licenses.

4. Field One: A native application to CRM, Field One is embedded into CRM 2016 and works seamlessly on mobile. This benefits the Field Services Team highly as personnel get to make best use of Schedule Boards and Work Orders. The schedule board helps view the schedules of every service representative which includes where they are or will be, at what place and what time etc. This feature also helps the company to change schedules in case of urgent issues and inform the concerned field technician at once. In addition to this, GPS enablement allows the end user to see the technician’s route and timing.

5. Parature: Parature was acquired by Microsoft last year. Its key components have now been embedded into the Dynamics CRM so that users are able to search for knowledge base articles and answers are found thick and fast.

6. Universal Search: This feature ensures that the end user does not have to go into the details of each data entry to find out what is being searched for. Rather, the search can be conducted across all leads, accounts, opportunities and documents to find information out through a single click.

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Benefits of Using SharePoint Views

Just like Microsoft Dynamics CRM and Microsoft Dynamics NAV, premier ERP Software for Small Business enterprises, Microsoft SharePoint too is equally important as far as Document Management is concerned.

There is something known as SharePoint Views. What are these? How does one use them?

To get started, it is very important that one know what SharePoint Views are first. These are said to add another dimension altogether to the organization of one’s SharePoint list and library content. This is so that one can find the right piece of data whenever necessary, without having to rummage into hundreds of items. With the help of Views in Microsoft Dynamics SharePoint, one can use filters and styles to show the information in a variety of ways in lists and libraries. Fact is, there is always a view that remains activated in one’s list or library. Besides, the automatic standard view selected is usually “all items”, and this type of view is the basic display one perhaps is already familiar with.

What are the benefits of using SharePoint Views after going through the process of SharePoint Development?

1. You get to Avoid Data Buildups and Bottlenecks: Even the smallest of businesses at times build up a lot of data and content. Because of such a massive data build-up, you end up spending a lot of time getting it in shape and are tasked with removing more and more of duplicate files and old metadata. Because of this you have to organize early and adopt a system that keeps your content organized and such that it can be found fast. This is where your organizational skills are tested to the core, whether they really are that logical and coherent as they should be.

2. SharePoint Views help access and organize data neatly: You get to filter content in your list or library without feeling the need to create a barrage of folders. This way, you get to see prioritized content organized in a list or library. Folders over here, become little barriers put between data. It is something we all have grown accustomed to, especially on our desktops, where we right click, create new folder, enter name, drag and drop and finish doing. Views also help design customized and specific views, and help make SharePoint a lot more coherent. Apart from having different types of views, filters can also be employed and also styles to display information in lists and libraries.

There are multiple types of SharePoint Views, and some of these have been written about below:

1. Standard View: As the name suggests, this is the view seen first when a list or library gets created. The Standard View can always be considered as the default view and showcases list information in an Excel-like format table with chosen columns alongside such as First Name, Last Name and Date of Birth etc.

2. Calendar View: This view is also a list hidden as a calendar. This means that any list of information can be turned into a calendar, at least as far as the ones which contains dates. End users get to decide the columns they want displayed on the calendar for a day, week, month or year or so.

3. Datasheet View: This view is similar to the Standard View and the only difference is that end users can edit all items in bulk directly on the page in this Excel-type view. A great case would be employee timesheets, and in such cases this proves highly beneficial.

4. Gantt View: This is another view based on dates and time and helps get a view of the number of components at that particular time. This is best for tracking deadlines for invoices and payments coming in, and also for other projects subject to deadlines and progress reports.

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Set Default Settings, Work Orders and Board Settings in Dynamics 365 for Field Service

Microsoft re-introduced MS Dynamics CRM as Microsoft Dynamics 365 in the fall of 2016. Dynamics 365 offers all the capabilities of the premier CRM for Small Business enterprises in the form of stand-alone apps and one of them is Field Service Automation. The others are Sales, Marketing, Customer Service and Project Service Automation.

End users can configure default settings for Dynamics 365 for Field Service and set these for Work Orders, Bookings, Schedule Board Meetings, Agreements, Purchases and Inventory.

So in the latest avatar of the premier customer relationship management system, you go to the ‘Other’ section and then set Auto Geo Code Addresses to Yes. This automatically geocodes addresses. You go to the Main Menu, click Field Service, go to Administration and then choose Field Service Settings. After this, you fill in all the information and click a tab to see information on settings. The moment you are done, you click on Save.

Options available to end users while they set default settings for work orders include Work Order Prefix, Default Scheduled Booking Status, Default Canceled Booking Status, Default Work Order Completed Status, Default Booking Duration, Work Order Starting Number, Work Order Invoice Creation, Travel Charge Item, Default Warehouse, Deactivate Work Order/Booking, Deactivate Work Order When Posted, Deactivate Work Order When Canceled, Deactivate Booking When Completed, Deactivate Booking When Canceled, Resource Pay Type, Work Pay Type, Business Closure Pay Type, Travel Pay Type, Overtime Pay Type, Break Pay Type, Auto Filter Service Territory, Default Radius Value, Default Radius Unit and Undefined Booking Location.

When you get ready to set default settings for schedule board meetings, the options available after customization by a Microsoft Dynamics Services Provider include Scheduler Field Service Details View, Scheduler Field Service Tool Tip View, Scheduler Field Service Slot Text Template, Scheduler Core Slot Text Template, Unscheduled Work Order View, Notifications Time Out, Booking Alert Template, Scheduler Core Details View, Scheduler Core Tool Tips View, Cancel Current Slots When Moving, Scheduler Resource Tool Tip View, Scheduler Business Unit Tool Tip View, Unscheduled WO Tool Tips View ID, Scheduler Resource Details View, Scheduler Business Unit Details View and Resource Synchronization Timeout.

Options available for Agreements are agreement prefix, auto generate work order for agreement booking, generate booking dates X months in advance, generate invoices dates X months in advance, agreement starting number, generate agreement work order X days in advance and generate agreement invoices X days in advance.

Options for Purchases include purchase order prefix, purchase order approve required, purchase order starting number and use of product out of stock. Last but not least, options showing up for inventory include inventory transfer prefix, inventory adjustment prefix, inventory transfer starting number and inventory adjustment starting number.

So this was about how to set default settings, work orders, bookings, scheduling board meetings, agreements, purchases and inventory in Microsoft  Dynamics 365 for Field Service.

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Master Templates in Microsoft Dynamics NAV 2017

How has NAV 2017 been so far? Excited with all the new features that have been included in it as compared to Microsoft Dynamics Navision 2016?

The latest Microsoft Dynamics NAV Upgrade has been in the news over the last couple of months for some highly exciting features that are there in it, one of them being Master Templates.

Master Templates in NAV 2017 can be used when end users are creating:

1. Customers 2. Vendors 3. Items

Microsoft has made available some templates with the microsoft dynamics nav demo Database. You can find out more about these when you schedule a Microsoft Dynamics NAV Demo.

The screen shot given above shows a Customer Template, Vendor Template and Item Template.

What do these templates in NAV 2017 have in store for a Microsoft Dynamics Partner and End Users?

1. End Users and Partners can see all master templates by simply navigating to the Menu, containing Departments/Administration/Application Set Up/Setup Customer/General/Item Templates. 2. In case some default values ought to be added into the Template, the same can be done from Departments/Administration/Application Setup/General/Setup Master Templates.

There are some very important points that end users and Partners alike have to keep in mind when they work on Templates in NAV 2017.

1. Only default values can be added in the template. This is applicable for those users who have the permission to modify templates, as they have to modify the concerned page in order for it to happen. 2. It is important to remember that while assigning the default value to a field, the maximum length is not the one of the field in a specific table. Rather, it is 10. Besides, at the time of filling it in there is no validation.

Given below is a screenshot that will help understand it better:

What benefits do these templates in NAV 2017 have to offer? What are the future options available to end users for consideration?

1. NAV Partners can use new tables to extend this feature. 2. Fields can be set up to check field relations. 3. The template can be used to setup references for fields. 4. Fields and Default Dimensions can be added to the Templates.

This was about Master Templates in NAV 2017. For further inquiries, get in touch with your nearest Microsoft Dynamics Partner.

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Various Industries That Can Benefit From Mobile Apps

Mobile Apps are the day’s norm. Businesses have realized it that survival is not possible without them. If they are to make a mark, if they are to score big with customers and if they are to flourish then come what may, they need a mobile app targeted at either of the two most popular mobile operating systems, iOS or Android.

Just like every flourishing business at some point in time feels the need of an enterprise resource planning solution, in these times it feels the need of a mobile app as well. Just that mid-segment businesses need apps that are not that powerful in terms of functionalities as compared to huge organizations, which do feel the need for an app laden with some of the finest and most powerful functionalities. If one is to draw an analogy with ERP, then it could be the enterprise resource planning implementation of Microsoft Dynamics AX as enterprise-segment companies struggle to manage with routine ERP solutions.

What are the industries that seek mobile application development? There are many of them. A few of them have been written about below:

1. IT: Companies from the IT Industry are showing their innovations and advancements to the world through highly innovative mobile apps. Through mobile apps, one gets to creatively display whatever work one has done as far as advanced technologies are concerned. Besides, those interested in buying such products are presumed to be technology aficionados, which means that they will easily be able to relate to everything being shown to them.

2. Healthcare: Through mobile apps, healthcare companies are able to show to patients, staff and management the various benefits of several medicines and medical treatments. Hospitals reaching out to general folk through mobile apps built with powerful interactive features get to communicate well and also persuade those averse to medical treatment the myriad benefits that help cure the most complex of maladies. Apps help stay firmly connected to patients, doctors, staff etc.

3. Entertainment: This industry is churning out entertainment and gaming applications in huge numbers and customers are being reached out to through mobile apps which explain the benefits of these in detail, how they entertainment and are the best way to spend one’s free time. Apps help know how amusing these can be and how they can actually be a great source of entertainment. Apps built with entertainment as the central theme are found to be highly successful in recent times in drawing huge crowds.

4. Fashion: As far as fashion is concerned, there are many brands across the world updating their collection of clothes, shoes, accessories etc. Popular fashion brands are making full use of mobile apps to show to customers their latest product offerings. Users receive up-to-date information and get to know in detail the latest products on sale.

5. Finance:  Companies operating in the Finance domain too have begun realizing the relevance and utility of mobile apps. With most of the transactions being carried out on smartphones these days, finance-based organizations have begun building apps for iOS and Android. These apps help them achieve their goals, reach out to their customers effectively and retain all the important ones.

These are a few of the many industries actively using mobile apps and promoting their products and services through them. The bottom line is, in times when most people carry smartphones and either have iOS or Android, it is only practical that they be reached out to on them. Hence, an app is mandatory.

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12 Powerful Finance Capabilities in NAV That Will Make You Shun Other ERP

NAV 2016 has shown its utility on many fronts. Be it enabling end users to use XML Schemas to Prepare Data Exchange Definitions or Helping Manage Workflows Better or Helping Trade, it has proven its worth as a multi-faceted ERP.

It offers powerful General Finance Capabilities for Finance Managers.

1. Accounts Schedules: These are powerful Financial Reporting tools that help accountants and financial analysts extract important business data from chart of accounts, budgets, cash flow accounts and cost types into financial reports. These can then be used to monitor the health of the business and provide valuable inputs for decision makers.

2. Allocations: You get to allocate General Ledger Entries to combination of accounts, departments and projects through allocation keys based on amount, percentage and quantity. A NAV Partner offering Microsoft Dynamics NAV Support will make these easier to understand.

3. Basic General Ledger: This includes all basic functionalities mandatory to set up a company and post to General Ledger, Chart of Accounts, General Journals, VAT Facilities, Recurring Journals and Source Codes.

4. Basic XBRL: This helps export documents from NAV in XBRL format and import XBRL taxonomies into NAV from the web, email or other systems. XBRL is an XML-based specification using accepted financial reporting standards based on underlying data tags.

5. Budgets: This helps work with budgets in general ledger accounts. After creating a budget, you can print a balance showing variances to the budget by percentage. These will be customized for you by your Microsoft Dynamics Partner in India.

6. Change Log: All direct modifications made by a user to the data in the database can be logged except for changes to “working documents” such as journals, sales orders and purchase orders.

7. Cost Accounting: This provides an effective way of controlling a company’s costs by providing visibility and insights into budgeted and actual costs of operations, departments, products and projects. You can transfer costs from general ledger, enter and port internal charges and allocations into cost accounting cost journal, predefine recurring cost allocation rules on cost allocation and undo allocations.

8. Cash Flow Forecast: This provides a prediction of how a company’s liquidity, cash and treasure positions, evolve with time. There are 2 things here, cash receipts and cash disbursements, and together they show a direct cash flow forecast.

9. Consolidation: Companies can be consolidated in NAV. Financial information can be both imported as well as exported in this module.

10. Deferrals: Deferral templates can be set up that automate the process of deferring revenues and expenses over a pre-defined schedule. Companies get to easily recognize revenues and expenses in periods other than the one in which the transaction has been posted.

11. Intercompany Postings: You can manage accounting for more than one company in the same posting process. The companies can be in the same or in one of several NAV databases. Documents can also be sent to partner companies.

12. Responsibility Centers: These are meant to help set up profit centers/cost centers. Companies can sell items with specific prices related to a responsibility center.

Your nearest Microsoft Dynamics NAV Partner will customize these in Microsoft Navision 2016 for you after which you will feel the difference while working on the solution.

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Android Apps, Mobile and Tablet Solutions Rule Mobile App Development Services

Mobile App Development Services have taken giant strides over the last many years and have widened their horizons in terms of offerings. What started as an app for mobile phones has grown into a huge industry in itself, which includes other offerings as well such as android apps and apps for mobile devices such as tablets as well. These give to businesses the liberty of personalization and choice ensuring the final product is one which suits the requirements of a business to perfection.

1. Android is a highly preferred Operating System for Mobile Devices. Some of the highlights of Android Development include Game Development, Business App Development and Social App Development. Android is the ideal platform to develop intriguing games. As far as Business Applications are concerned, Android offers the ideal space to create ones which suit corporate setups to perfection, enterprise mobility being the latest concept in here. Social apps are the best way to generate interest and buzz around one’s business with a social-centric android application.

2. As far as Mobile and Tablet solutions are concerned, there are Productivity Apps, mCommerce and Leisure Apps and other apps as well. Productivity Apps bolster an organization’s productivity. mCommerce ensures shoppers always get to hunt for bargains and with smartphones being used everywhere, they always have a good guide as far as their leisure plans are concerned.

Just like companies need an ERP for Small Business enterprises for its enterprise resource planning services, they need a cross-device app as well. The reason these have grown famous with time and started dominating the mobile app development market is because of various reasons. An enterprise resource planning software for businesses helps make data entries into the system related to sales, inventory, purchase etc. Similarly, apps offer huge scope for growth. The biggest search engine in the world, Google, has toned down as far as regulations are concerned giving to developers the ideas they need to build mobile and tablet apps as per their requirements and that of their clients. Android does not shoulder the burden of dogmas. It offers complete freedom in terms of development. Android, in its full capacity, promotes content consumption.

There are reasons why service providers in this line of work, Android, Mobile and Tablet Apps categorically are preferred so highly.

1. The apps they develop work smoothly on all versions and the latest APIs support older platform versions as well 2. Developers are skilled as far as device fragmentation is concerned. They adapt fast to layouts and bitmaps in order to enable incredible compatibility across a wide range of screen sizes and densities. Accordingly, they go about building the best-fit UI flows for each screen orientation and come out with dynamics UI fragments 3. Apart from app development, they are also good at setting up safe and secure interactions with cloud and ensuring the business is confident as far as its enterprise mobility is concerned.

Smartphone usage has grown rapidly over the last many years and quite obviously, so has the use of apps. In day and times when almost every activity happens through an app, it is certain such apps will be created time and again by skilled developers good at writing software. More importantly, these are making money for businesses.

Android, Mobile and Tablet apps are on the rise and with times to come, there will be more of them on a wide range of topics. If you happen to promote an online business there could not be a better time than now to have an app built which will take you miles gradually.

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Exciting Additions to Microsoft Dynamics AX ERP Solution – Project

The Project Module in the Microsoft Dynamics AX ERP Solution has seen some exciting additions in recent times, something that has gradually come along as music to the ears of Project Managers. These have found unusual acceptance amongst this community as they now find work easier than before and have found it easier to handle day-today issues arising while managing Projects and all parties involved in them.

What are these features that have been made part of the Project Module of the best enterprise resource planning software? How do they help deliver better enterprise resource planning services to Project Managers?

1. The Microsoft Dynamics AX ERP Solution for its Project Module has enhanced invoicing features introduced recently to facilitate creation of credit notes. Any Invoice in project gets classified as a Credit Note when the amount included on it has a negative amount. To facilitate this situation, an extra set of transactions were created to reverse the ones registered originally. From here on, transactions posted previously on invoices can be reversed and aptly included on a credit note proposal. Creating a Credit Note Proposal is pretty similar to Creating an Ordinary Invoice Proposal.

Some of the invoicing methods on the best enterprise resource planning software are:

1. Posted. This method includes transactions posted from journals and ones ready to be invoiced 2. Reversed. This method includes transactions originally included on an invoice, but subsequently reversed from the invoice to a negative value. This is most popular to create a credit note proposal 3. Both. This method includes both transaction types in the proposal

2. The Enhanced Estimate System makes enterprise resource planning services on AX even better to deliver. The system, within the Estimate Form, has been extended to 3 tabs namely Profit and Loss, WIP and Consumption. Each of these have new fields and they provide an improved overview of the current status of the estimate. The overview is further divided into 3 columns namely Estimate, Accumulated and Total. Estimate has numbers of the Current Estimate Period, Accumulated has accumulated numbers from start until estimate date and Total has the final result if the current estimate holds.

3. New Check Boxes have been introduced in Post Costs from. A couple of them are there to help choose between internal projects and time and material projects. In earlier versions of AX, transactions from both were selected while running the job. For Time and Material, they would be available for selection until they got invoiced. Transactions for Internal, however, were not invoiced and never got to a stage where they became unavailable. These now, can be included in the selection when searching for transactions within the period for which they get posted.

4. There is a New Name for Accrue Turnover which is Accrue Revenue.

5. There are new tabs, fields and options in Post Costs and Accrue Revenue Forms. For Post Costs, these are Profit and Loss, WIP, Payroll Allocation and Never Ledger where as in Accrue Revenue these are Profit and Loss and WIP.

6. Some Old Terminologies have been replaced by Newer Ones. Revenue has been replaced by Turnover, Fee by Revenue, Estimate Project by WIP Project and Expense by Cost.

7. There is a new Statistics feature which displays realized numbers. Statistics can be viewed for realized numbers on a Project Group on the 5 following statements which are Profit and Loss, WIP, Payroll, Consumption and On Account.

8. New Report Updates have been introduced which are New Category Reports, New Employee and Item Reports, New WIP Reconciliation Reports and View Points. These help get insights on a lot of things such as what has been earned, consumed and assessed on balance accounts for each category and each employee/item. These also help generate reconciliation status of ledger accounts and reconcile vouchers registered on a ledger account up to the reconciliation date. Besides helping control the view point of the output, these also help model the output on project types and transaction types.

These are the super exciting additions to the Project Module of Dynamics AX ERP. Companies ought to have these updated in their ERP as quickly as they can as these have added an altogether new dimension to AX and have made it better than ever as far as usage is concerned.

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Microsoft Dynamics AX 7 for Mobile Users

The Dynamics AX 7 is making a lot of news with one of the main reasons being its mobile first approach. Microsoft has taken all necessary steps to ensure that productivity remains top draw of the latest upgrade of the Microsoft Dynamics AX ERP and AX 7 is all about empowering people and not merely enacting artificial technological walls coercing people to work in set ways. All in all, Microsoft’s aim is that there may be no disparity as far as user experience is concerned whatever the device be, be it an iPhone, iPad, Window Phone or any other type of device.

Those planning a Microsoft Dynamics AX Implementation of 7 need to know that it is available across a wide range of mobile devices, which means that it can be operated on nearly any tablet or smart phone. The times in which we live make it mandatory that this kind of access is available to organizations operating 24*7, as you never know when a lead comes and when it gets converted.

The availability of this premier Microsoft ERP Software on mobile devices ensures that companies have access to real-time data and information which help take informed decisions anytime, without the need of referring back to the office. The interface of the Dynamics AX 7 is such that mobile device operators won’t feel the need of a mouse or a keyboard.

Another aspect of the AX 7 is that it features a new design, unlike the Windows and Menus of the previous versions. Some of the key features of the context sensitive redesign are:

1. Vibrant Pictured Tiles, which allow end users to get a clear view of the to-do tasks, actions and other important work-related activities 2. Users get to record and annotate tasks and take other end-users into the loop with the help of the LCS task recorder 3. Interlinking of browsers, which enables users to collaborate side-by-side on a double screen

A demo will make things clearer. In case end users still struggle with it, they can always approach their Microsoft Dynamics Partner for Microsoft Dynamics AX Support to have the issues resolved.

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Microsoft Dynamics NAV Is Ideal To Manage Workflows

The third and final part in the series will have everything related to Using Workflows on NAV written about. So far, the two preceding parts have all the details needed to understand why NAV is premier ERP as far as Workflow Management is concerned. Various aspects related to Setting Up and Creating Workflows were written about and all the steps involved were mentioned in detail.

Details that are being shared below is something your MS Dynamics Partner will share with you at the time of enterprise resource planning implementation.

To enable Workflows on Microsoft Navision, follow the steps mentioned below.

1. Search -> enter Workflows -> choose Related Link 2. Open that workflow which ought to be enabled 3. Workflow -> select Enabled check box

Follow the steps mentioned below to Request Approvals of Records on the Best ERP for Small Business Owners.

1. Go to the Window that presents the record. Actions -> request Approval -> chose Send Approval Request 2. The Status of the Approval Entry gets updated from Created to Open. The Status of the Records gets updated from Open to Pending Approval and remains locked for processing until all approvers have approved of the record 3. To see all approval requests, go to Search -> enter Approval Request Entries -> choose related link 4. When the record gets approved, status gets changed to Released. Now you can continue your tasks with the record

Follow the steps given below to Approve or Reject Requests for Approval.

To approve or reject in the Requests to Approve Window on Microsoft Navision,

1. Search -> enter Requests to Approve -> choose related link 2. Select one or more lines for the records that you wish to have approved or rejected 3. Home -> Process -> choose Approve or Reject

To approve or reject on the Record of the Request on the Best ERP for Small Business owners,

1. In the window that displays the record to be approved, go to Actions -> Request -> choose Approve or Reject

Follow the steps given below to Delegate Requests for Approval.

(i) To delegate approval requests in the Requests to Approve Window,

a. Search -> Requests to Approve -> choose related link b. Select one or more lines for approval requests that you wish to delegate to a substitute approver c. Home -> Process -> Delegate

(ii) To delegate approval requests in the Approval Request Entries Window,

a. Search -> enter Approval Entries -> choose related link b. Select one or more lines for approval requests that you wish to delegate to a substitute approver c. Home -> Process -> Delegate

Follow the given steps to Cancel Requests for Approval.

1. Go to the Window that displays the record. Actions -> Request Approval -> Cancel Approval Request

Given below are steps how minor changes can be made to Approved Records.

a. Open the window that displays the record b. Home -> Process -> Reopen -> Document Status field gets changed to Open c. Make necessary changes on the record d. Home -> Process -> Release

The steps given below will help View Overdue Approval Requests.

1. Search -> enter Overdue Approval Requests -> choose related link 2. The Overdue Approval Entries window opens

By following the steps given below you will be able to Send Overdue Approval Notifications.

1. Search -> enter Send Overdue Approval Notifications -> choose related link 2. The function gets executed

Given below are steps to Restrict and Allow Usage of Records.

1. Search -> enter Workflows -> choose related link 2. Workflows -> create new workflows 3. Home -> Process -> Copy From Workflow Template 4. Choose Source Workflow Code -> Workflow Templates -> choose Purchase Invoice Approval Workflow Template 5. Workflow Steps -> choose Events Conditions -> Document Type filter -> Order 6. Now you can either Edit, Delete or Add other workflow steps to fit a business process

Given below are steps to Delete Workflows.

1. Search -> Workflows -> choose related link 2. Select workflow that you wish to delete 3. Home -> Manage -> Delete 4. Now open the workflow you wish to delete 5. Workflow -> Home -> Manage -> Delete

All these steps mentioned above tells us how workflows can be used on MS Dynamics NAV. It is worth noting that all of these will be comprehensively explained during the time of enterprise resource planning implementation by the local MS Dynamics Partner contacted for installing the solution.

The steps mentioned above show how workflows can be used on the NAV. Companies struggling with managing their workflows should feel happy that now they finally have an ERP which will help them set things right. There is little to worry and a lot of rejoice and NAV is the sole reason behind that. A quick implementation will put all lingering worries to rest immediately.

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Visual Project Planning with Microsoft Dynamics Axapta

Managing projects successfully takes a lot of effort. The personnel handling it ought to be experienced and capable. The technology being used ought to be a tested one. The execution has to be flawless as room for error is too less. You can be the most competent manager in the world with flawless project execution capabilities. But at the same time, you need a solution that supports you aptly and accounts for the many variables as far as project management is concerned. These can involve financial details, logistics and resources. The solution will also be instrumental in helping project managers get real-time insights into the status of the project, including things such as material availability and resources and will help forecast potential problems.

The Microsoft Dynamics AX ERP is one such solution. A Microsoft Dynamics AX Implementation by a Microsoft Dynamics Solution Provider will get things rolling and the benefits will be there to be experienced from there on.

AX helps get direct insights into the progress of projects. It combines planning of activities, resources and material with progress. Deviations of the plan are visualized in a comprehensive manner to ensure all aspects are clear and thoroughly accessible to managers and all other parties responsible for project completion. Project Managers get to deliver fast responses and better service to customers. AX also helps solve all business issues within the organization and its rich ERP-functions help make the toughest of subjects seem easy.

After having a Microsoft Dynamics AX Implementation done by a Microsoft Dynamics Solution Provider, companies will be able to:

1. Start optimizing their resources more efficiently. Using the Microsoft Dynamics AX ERP will help them gain direct insights into the availability of resources so that capacity issues can be reacted to accordingly. 2. Reduce costs normally incurred. They can further link item requirements directly to activity as well as project planning, so that items are produced as well as purchased only when required. 3. Maintain happy and satisfied customers. Companies will be able to provide accurate and visible planning for every project right from start till the end. They will be able to take into account all factors such as cost management, products and resources to deliver projects on time and within budget. 4. Raise overall efficacy in the sense that project managers begin getting direct insights into potential problems so that corrective measures can be taken subsequently.

All in all, given below are ways in which AX helps Visual Project Planning Managers perform better at their job.

1. It allows them to analyze and solve capacity problems at blitzkrieg speed by making available real-time insights 2. It helps schedule purchases and production orders with greater precision by connecting item requirements to planned activities 3. It helps avoid delays that often happen during production and purchasing via automatic notices connected to planning activities. These notifications serve as timely reminders as far as future issues are concerned, which can be solved at the earliest before they really become a problem of sorts

4. It helps track the progress of projects based on hours booked by employees for all important activities. The results are shown in a clear and concise manner 5. It helps link activities and progress across projects. This means that whenever a single activity or an employee for that matter impacts multiple projects, the ERP helps track the impact for all projects and subsequently resolve scheduling and supply conflicts 6. It helps plan resource usage and activities effectively at two levels, which are namely the Work Center Group and Individual Work Centers. This helps avoid all kinds of confusions and project logjams for that matter, as managers have the ability to schedule with multiple Groups and Work Centers 7. It helps save valuable time by tailoring predefined templates that address individual company needs. The templates can then be setup according to a variety of company systems so that planning can fit precise processes 8. It helps generate project plans automatically based on estimated hours, helps with project scoping and estimating and can be customized to meet actual conditions and timelines

These are the capabilities that AX has to offer as far as Visual Project Planning is concerned. Project Managers can heave a huge sigh of relief as they now finally have an ERP to work on which offers all those capabilities necessary to get the job done with great success and efficacy.

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Microsoft Dynamics NAV for Managing Project Resources

Resources as far as Projects are concerned hold a lot of importance. If not managed well, then the entire project gets jeopardized and runs the risk of failure. This is why it is said that resources ought to be handled with great caution when projects are finalized and delegated to the concerned person for execution.

NAV is one of the most popular Microsoft Dynamics ERP Solutions that has been widely praised for its project management capabilities. The most popular ERP Software for Small Business enterprises has a lot of features that help carry out a lot of tasks as far as managing project resources are concerned.

1. Basic Resources: After being customized by a Microsoft Dynamics Partner in India, companies will be able to keep a clear track of resources and prices. They will be at ease while registering and selling resources, will be able to combine relate resources into a unified group and track individual resources as well. They will further be able to divide resources into labor and equipment and allocate the same to a specific job in a time schedule.

2. Capacity Management: As far as managing project resources is concerned, companies will be able to manage their capacities to perfection through NAV’s advanced functionalities. They will be able to plan capacity and sales. They will get to effortlessly manage usage statistics and profitability of resources. They will get to put the widely used ERP Software for Small Business enterprises to use to create their own plan within a calendar system with the required level of detail. Businesses through NAV’s Capacity Management capabilities will be able to monitor resource usage and have a complete overview of the capacity of each resource alongside information regarding availability of planned costs on orders and quotes.

3. Multiple Costs: Businesses can use the multiple costs functionalities of one of the finest Microsoft Dynamics ERP Solutions ever to manage alternative costs for resources and resource groups. The costs can either be fixed or based on an additional percentage or perhaps an additional fixed charge. This way, any number of work types required by the company can be defined.

4. Jobs: All the jobs performed alongside data used can be kept a check on, in order to generate an accurate invoice for the customer. Businesses will be able to manage both fixed-price jobs as well as time-and-materials jobs.

5. Other tasks related to project resource management that organizations will be able to manage with ease include creating a plan for a job with multiple tasks and task groupings, allocating a budget to each task for a defined period of time, copying a budget from one job to another, setting up a job-specific price list as far as charging items is concerned, viewing all suggested work in progress, recognizing postings for a job, planning and invoicing the job in a particular currency different from the local currency and assigning a specific job to a specific customer ad invoicing the same completely or partially through Jobs together with Sales invoicing.

After having MS Dynamics Navision customized by a Microsoft Dynamics Partner in India, companies will find managing project resources easier than ever.

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Use Microsoft Dynamics NAV for Marketing And Sales

You need to be exceptionally gifted in the area of Marketing and Sales to make a mark immediately. Else, the next best thing to do is use a solution to handle tasks related to these in order to make steady and gradual progress. Microsoft Dynamics NAV is one such solution every Sales & Marketing professional can rely on. It provides to every business access to the most recent customer information besides in-built tools that help effortlessly manage contacts, opportunities and campaigns. Along the way, the premier Microsoft ERP Software for Small Business owners ensures customer loyalty too becomes stronger.

NAV is best as far as enterprise resource planning services are concerned for Sales and Marketing. It can be accessed by everyone within your organization, helps get real-time and relevant information and take informed decisions and also get clear metrics as far as factors such as cost, inventory, workload and financial returns are concerned. When your Microsoft Dynamics Partner comes over to implement the Sales & Marketing module for you, you can sit down with him and ask him to explain all of these in detail.

Some of the highlights of Microsoft Dynamics NAV with respect to Sales & Marketing have been written about below:

1. Accurate Information Always: This is what the Best ERP Software for Small Business promoters delivers in every sense. All the data based on previous sales made is available at an instance and so is data about future opportunities.

2. Customized Dashboards: The role-based Dashboards that can be created within NAV help clearly view and manage sales team performance data through a single screen and subsequently use that to make campaigns more effective.

3. Sales Activity Management: There are reasons NAV is considered best as far as enterprise resource planning services are concerned. Everyone in the Sales Team of an organization gets to keep track of the entire Sales Cycle and structure the same as well. They all get access to correct sales information whenever they want for every contact, simply at the touch of a button.

4. Key Account Identification: Your Microsoft Dynamics Partner will explain to you in detail, as to how through real-time information on contacts can it be found out which accounts ask for most attention. Also, customers can be classified based on interrelations specified by the end user. It so happens that whenever you have access to accurate information, you can always take prompt decisions.

5. Real-Time Access: This is what the Entire Sales Staff gets. The access is provided for customer and stock information which enables order processing even when away from office.

6. Campaign Management: NAV lets the end user manage marketing campaigns through data segmentation, in order to merge mail activity.

All companies who market to sell their products should starting working on the NAV. Everything mentioned above will soon be seen happening!

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Microsoft Dynamics CRM 2015 and Update1 Highlights

This 3-part series discusses all the highlights of the Microsoft Dynamics CRM Solution 2015 as well as Microsoft Dynamics CRM 2015 Update 1.

1. The premier customer relationship management system in version 2015 featured some remarkable improvements to Product Selling Features. These were introduced in order to bolster sales.

i. Sales Operations Managers were empowered to add products to the system and club similar products together ii. They were empowered to provide tailored pricelists iii. Them as well as customizers could localize the product catalog for various regions with localization tools iv. All Sales Personnel within the organization could visualize all the products and product bundles the company sold by simply viewing them in hierarchical charts v. They could see suggestions for cross-selling and up-selling

2. This one is a favorite of every Microsoft Dynamics Solution Provider. In Update 2015, Cortana Support allowed end users to speak out CRM commands on Windows 8.1 phones. A list of all the commands is available on Use Cortana Voice Commands in CRM for Phones.

3. Microsoft Dynamics CRM Solution 2015 introduced improvements to Quick Find, which made it easier to trace out customer records on the web app. It became easier to search across multiple record types on the web app. All that had to be done was enter keywords in the search box on the NAV bar, a move that would quickly help find a record and navigate to it. To see matches for a certain type of record and limit the view to just them, one would have to go to the search results page and select the name of the record type from the drop-down list. Then a simple click on the title would do the job.

4. The customer relationship management system upgrade 2015 made Microsoft Social Engagement available for on-premises systems. This became applicable for both CRM Online and CRM 2015 on-premises.

5. CRM 2015 showed to the world a new hierarchical way to view accounts and products. Users could see how information gets related or grouped by getting a clear view of accounts and products in hierarchical charts. A click on a block of information would be enough to get more details and navigate to the information required. All the products meant to be sold could be viewed and all team members along with their bosses could be identified without switching to another app.

6. CRM 2015 made available the CRM Basics Guide which helped users learn common tasks despite working on a customized system. The guide was of great help to get around the system using tiles, enter customer data, search for records and keep track of interactions with customers by adding notes and tasks and staying on top of their progress with dashboards.

Contact your nearest Microsoft Dynamics Solution Provider for a possible implementation. The next part in the series will have more on Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM 2015 Update 1 being written about. The year gone by and the version gone by were exciting for sure and deserve to be discussed at length!

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Microsoft Dynamics CRM Solution to Create, Edit and Delete Entity Fields

Entity Fields in the customer relationship management system help define individual data items that can be used to store data in an entity. Developers also refer to them as attributes. The customization tool in the Best CRM for Small Business owners can be used for editing system fields which account for customization, to create, edit and delete custom entities.

Given below are steps that you need to follow to Create and Edit Entity Fields in the Microsoft Dynamics CRM Solutions.

1. Before you begin doing it, ensure that you have the System Administrator Security Role or Equivalent Permissions on the premier customer relationship management system. 2. Settings -> Customizations 3. Click on Customize the System. Go to Components -> expand Entities -> expand the entity you wish to 4. Now select fields

a) To Add a New Field on the Microsoft Dynamics CRM Solution, go to Actions -> select New -> enter a Display Name to Generate the Name b) To Edit One or More Fields on the Best CRM for Small Business owners, select the field that has to be modified and then proceed towards the Actions Toolbar -> select Edit -> Make changes to the following field

(i) Field Requirement -> select whether it is optional, recommended or required (ii) Go to searchable -> select whether that particular field has to be included in the list of fields displayed on Advanced Find for that particular entity and also in the field available for customizing the find columns in Quick Find View and Lookup View (iii) For Field Security, enable or disable the feature for this field (iv) For Auditing, enable or disable the feature for this field

5. In case of new fields, go to Type -> enter required information for specified type. For existing fields -> you cannot modify the type but can certainly modify settings for Types of Fields 6. Now select the Field Type, Format and Maximum Length of the field 7. Also select IME Mode for the same 8. In case of a new field, make sure you add a Description of the field 9. Save -> Close 10. Now publish your customization. Here, you can publish changes for either one entity or for multiple entities.

a) For one entity, go to Components -> select Entities -> select the entity that you will be making changes to. Go to Action -> select Publish b) To publish all the changes you have made to multiple entities, go to Actions -> select Publish all Customizations

Now, that fields have both been Created as well as Edited, next comes their Deletion.

Firstly and most importantly, you need to be a System Administrator with a Security Role to Delete Custom Fields. Remember that whenever fields will be deleted, data stored in those fields will be lost. The only way to recover data from a deleted field is by restoring the database from a point before the field got deleted. Also remember to remove all dependencies existing in other solution components.

Open the field. Go to Menu Bar -> use Show Description -> View all Dependent Components. Remove References to the field in those solution components. Now accordingly start deleting lookup fields.

This is how you Create, Edit and Delete Entity Fields from the premier CRM Solution. These might look scary, but they are not. And just in case you do get stuck, your Microsoft Partner is always there to deliver Microsoft Dynamics Support to ease things up.

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Warehouse Management with Microsoft Navision

Warehouse Managers get to control their warehouse and stock better by taking the help of Microsoft Navision. An enterprise resource planning solution that delivers best when implemented by a Microsoft Dynamics Partner, NAV helps most effectively use space, accelerate the process of order fulfillment and streamline warehouse operations.

The premier Microsoft ERP ensures that companies get access to real-time data which helps lessen the time usually spent on locating stock items and performing physical inventories. There are other processes as well in the enterprise resource planning solution which can be automated such as receipt, put-away, pick and shipment which ensure drastic improvements in receipt to shipment timings.

The NAV role tailored client helps get a clear and concise view of all warehouse activities and also offers help as far as resource management and planning are concerned.

Given below are some benefits of the Warehouse Management module of Microsoft Dynamics Navision. You can get to know all the details regarding this from your Microsoft Dynamics Partner.

1. Optimized Processes and Warehouse Spaces: Companies get to establish and automate picking routines which are most resourceful alongside bin quantities and put away locations. They can pick items per order, per customer, pick up times or delivery routes. They also have cross-decking options available at their disposal which can be taken advantage of.

2. Faster Fulfillment of Orders: NAV ensures that status updates are easily given out to customers thanks to the availability of real-time data. Since every stage of every order is easily viewed right from pick to pack to delivery, companies are always in a position to pass on necessary information to their customers when requested for.

3. Streamlined Business, Greater Productivity: Companies get to process stuff such as receipts, put-aways and picks through mobile devices in the process cutting down on input of data and concomitantly speeding up the warehouse process.

4. Flexibility and Scalability: NAV gives to the end user the option to choose the kind of simplicity and complexity they are most comfortable with. What this means is, your warehouse management can be customized as and when your business demands.

This is how managing your warehouse becomes easy when you begin to work on NAV.

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Major Highlights Of Microsoft Dynamics CRM 2015 and Update 1

The third and final part of this series will have a mix of both Dynamics CRM 2015 and Dynamics CRM 2015 Update 1 written about.

1. Microsoft Dynamics CRM 2015 featured improvements to Quick Create, which allowed the end user to add contacts within an opportunity. So whenever a Sales Person would use the Create Command on the NAV Bar, he could create a new contact at that particular time. In previous releases, the salesperson would have to create the contact before using Quick Create command to add an opportunity.

2. The Best CRM for Small Business operators, Upgrade 2015 featured the New Outlook Configuration Wizard, which made it easy to setup and configure CRM for Outlook. With the new and completely redesigned Wizard, it became easy to configure Dynamics CRM for Outlook. It also became easy to add and manage additional CRM organizations. Administrators found new security features such as multi-factor authentication exciting.

3. The Best CRM Software Upgrade 2015 made it easier to synchronize more types of information between Outlook and CRM. These would include Additional Contacts and Task Fields, Assigned Tasks and Appointment Attachments. Users could easily view synchronized fields which gave them confidence as to where the data comes from and how it gets shared. Administrators were empowered to configure field synchronization direct to control the amount of synchronized data.

4. Microsoft Dynamics CRM 2015 Update 1 ensured end users enjoyed a similar experience on mobile, whether phone or tablet to nurture leads and opportunities with a completely new intuitive interface. For Windows Phones, Cortana Voice Commands could be used to access CRM Data.

5. MS Dynamics CRM for Small Business owners Update 1 helped Secure Mobile Data with MS Dynamics CRM for Good. The app works best with Good Technology Mobile Security Platform to Protect CRM Data even in circumstances where the tablet gets misplaced. It also became easier to speed up customer service with default entitlements in order to verify the type of support a customer was entitled to. The moment an agent created a case, the default entitlement would automatically associate with the case saving precious time.

6. Microsoft introduced Parature with the 2015 Update 1 of the Best CRM Software in order to make sharing knowledge easier. Its capabilities helped reduce issue handling time directly from CRM Online. Also became easier were tasks such as viewing system-suggested KB articles, searching for relevant KB Articles, reading the content of KB Articles inline which included embedded images and videos and sending KB article links to customers.

7. CRM 2015 Update 1 made it easier for Sales, Marketing and Service Teams to define rules to create and update CRM records from incoming activities. Forms became faster to load with the new form rendering engine. Most importantly, updates began being driven by the end user.

All of these, as well as ones mentioned in the previous 2 parts are highlights of MS Dynamics CRM 2015 and MS Dynamics CRM 2015 Update. These made them such a pleasure to work on and most importantly delivering the kind of customer service customers expected from their vendors became a real possibility.