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Introduction to Microsoft dynamics 365 for finance and operations requirements

Microsoft Dynamics 365 is an ERP solution for both small companies and big enterprises. In 365, finance and operations management forms an integral part of the whole dynamics 365 system. It is so essential that it is sold as a standalone package despite being a module in the dynamics 365 system.

Finance

Create more efficient operations, provide robust reporting and analysis, and ensure regulatory compliance in 34 countries in 60 different languages.

Reduce value time and facilitate faster, more reliable decisions using roll-based workspaces with built-in analysis

Adapting to changing business needs by designing a chart of accounts, dimensions and rules

Provide controls and balances through process automation, foreclosure, budget planning, budget control, and three-way matching

Control values effectively and reduce reporting errors through automatic asset management

Comply with public sector requirements for commitment and budgeting

manufacturing

Work smarter with related processes

Get agility and efficiency in manufacturing using an integrated solution that improves production planning, project management, operations, scheduling activity and cost management.

Create the perfect manufacturing mix and support your manufacturing processes throughout the supply chain

Improve the manufacturing principles of each product family, including inventory, order, order, configuration and engineering for

Accelerate your materials and manufacture the flow of finished products with advanced warehouse management, portable support scanner and transport management

Enhanced enterprise-wide programming with a standardised resource model and engine programming

Improve product quality and performance by identifying and solving problems with real-time statistics

supply chain

Optimise supply and demand

Digitally transform your supply chain with advanced warehouse and inventory management to improve vision and compliance, product inspections, material procurement and integrated logistics.

Improve performance and reduce costs by synchronising trade between locations, warehouses and means of transport

Make a quicker response to customer demand through a good order for cash operations

Optimise purchase costs and check more by automating purchases to pay

Get information and control of all locations and warehouses

Automation of future cash activities through integration with 365 sales dynamics

Cloud Services

The development of powerful and flexible ERP tools

Get real-time information on virtually any device. Simplify and accelerate changes in business processes, seamlessly integrate with existing systems, simplify global compliance, and widely gummy.

Get flexible deployment options in the cloud and in installations that comply with industry regulations and use data center investments

Enable fast business transformation

Cost-effective support for IT needs

Grow at your own pace

And later there are also add on modules that you can add as per your convenience and customise the software at an affordable cost without having to purchase the whole 365 package.

The tech and implementation team guides you all through your journey to implementing your first ERP solution or setting up a new one to upgrade for added benefits. Having a well trained and knowledgeable ERP implementation partner goes a long way for ease of use by your employees and increasing efficient use of such software to the optimum levels.

Contact us for a free demo of Dynamics 365 for Finance and Operations now.

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Why an ERP partner is necessary?

So you’ve chosen an ERP system for your business and you feel it’s the right one given it’s features and benefits. Taken a Demo even maybe and thinking about implementing the software yourself. You sure can implement it right? Must be easy.

Well the truth is that it’s not. The sole purpose of these ERP specialists is to make your journey easier so that you do not have to face hassles. The journey of implementing is tough and it will be expensive for you as well if you do not have an idea of how things work internally and what benefits you need to derive from the ERP specifically from your ERP.

The prime function of an ERP solution is to automate functions of a business, thus enabling a business to reduce the workload on it’s employees and reduce human error by making the technology work for you. Hiring an ERP company is a lot like hiring a CXO employee. The amount of benefits it is about to provide you can be humungous given that it has the breadth and depth of knowledge that such a provider ideally needs to have. His main concern would be to find the ERP solution that would best fit for your organisation and then add modules as well as customise the Package and its abilities according to your needs.

While you take care of the big picture at the head office, your ERP systems manager takes care of all the automated processes like it is an Overhead Administrative task. The perfect ERP specialist will help you reach your goal as well as your full growth potential. For that he needs to be able to see that your ERP solution is easy to use and is driving growth in your firm.

If your business is situated in a tough and challenging business environment like UAE you deserve a unique Microsoft dynamics partner in UAE as well.

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How Microsoft dynamics CRM is better than other CRM solutions

In this race of acquiring customers and keeping them loyal, CRM has become an all essential tool to help you reach your customers and monitor them in real time. Let us explore the specific areas of Microsoft Dynamics CRM that beats other CRM softwares-

1.Development and Flexibility

One of the greatest strengths of Microsoft Dynamics CRM is the use of commonly used Web languages like Java, .Net and HTML. his means that companies benefit from tailor-made modules based on their own needs, based on a specific programming language that fits their needs. And if you do not have the capacity to manage those adjustments, there are many reliable and experienced partners who can effectively implement your needs.

2. Cost Benefit Analysis

No matter what the size of the organisation may be cost is and always will be a major concern for all big and small organisations alike. And more important than cost is value. Microsoft is the only provider that provides a complete CRM package and includes all the tools that you need preinstalled for action.

3. Getting stuck with your software

Many other major Software providers have their own proprietary Programming Language behind their CRM solution. Thus making it rigid and less malleable to your own needs. Your software should be such that it should be able to grow, pivot and restructuree as you do too.

4. Integration with microsoft technologies

Since Microsoft is already so widely employed, there’s a certain level of reliability attached with the name and its tools. There’s quite a possibility that your organisation already employs certain Microsoft tools like office, outlook or exchange. Having a customised CRM software means that your CRM will also be integrated in the softwares that you’re already using and vice versa.

5. Hidden costs

Software providers like Salesforce have gained a reputation for hidden costs like

Add on Costs

High storage Costs

“Premium” pricing

Microsoft, a well reputed brand does not resort to such methods and you can rely on the certified providers to not disappoint you in this matter.

6. Extendibility

Microsoft Dynamics is in itself called a development platform which is the greatest of benefits an ERP solution can have. As your corporation turns into a big player Microsoft CRM will be the software that will be customised and meet your changing needs. Something all softwares are not capable of doing. Microsoft always focusses on greater flexibility nd customisability with 3rd part apps.

7. Deployment options

You can choose to deploy The Microsoft solution in a number of ways-

Private Hosting

Multi-tenant hosting

On premise Hosting

Cloud platforms hosting (Azure or your own platform)

CRM solutions like salesforce only allow you one form off hosting i.e Multi tenant hosting which means you would be committing to higher cost of ownership and won’t even have total security that you would wish for.

To Explore all the benefits and get a free demo Contact us now.

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What does the Business edition give you? Is the business edition for you?

If you have considered purchasing Microsoft Dynamics 365 or have been seeking to know its benefits you might have come across the fact that there are two editions of Microsoft Dynamics 365 offered by Microsoft i.e Microsoft Dynamics 365 business edition and the Enterprise edition. This article will elaborate on the benefits of the business edition and who all might need the business edition.

The business edition is the lesser known of the two editions of Microsoft Dynamics 365 is less expensive is is meant of companies with employees less than 250 and at least 10 employees. Microsoft has intended the Business edition to be a simplified version of the enterprise edition with the ability of buy modules separately. It often translates to increase in automation and decrease in customisability.

In order to gain high of the business don one needs to start by purchasing at least one Module of the business edition that might be relevant to you and later one can add on the modules that he/she might further need for the company. The Dynamics 365 is compatible with office 365 as well and provides the same simple easy User Interface that your Workforce are already used to.

The modules available are as follows-

Dynamics 365 for Finance and Operations

Financials

Receivables

Payables

Year end closing

Sales

Purchasing

Inventory

Light relationship management

Dynamics 365 for sales

Contact and Account Management

Lead and Opportunity Management

Track Activities (i.e. Emails) against Contacts, Accounts, Leads, Opportunities

Manage Product Lists

Generate Quotes and Invoices

Sales Reporting & Customer Analytics (Excel, Power BI, and in-app Dashboards)

Configurable Sales Stages

Dynamics 365 for Marketing

Email Marketing

Campaign Management & Lead Scoring

Event Planning

Marketing Webpages and Forms

Personalized Content & Multichannel capabilities

Dynamics 365 for customer service

Dynamics 365 for customer services will revolve around the customer and should be available soon in the market.

Robosoft is an international Gold certified Microsoft Dynamics Partner that aims to provide all the functionality in an integrated system. The integrated all in one system focuses on-

Financials- Stop fretting about finance operations and grow your SME into a big one.

Sales- Use business intelligence to turn intelligence to revenue

Marketing- Unify Marketing and sales to better customer experience

Operations- Making Data driven decisions for operations

Customer Service- Earn customers for life by providing better service to customers

Field Service- Master services calls, be it scheduled or unscheduled

Customer Insights- Drive customer based engagement using the relevant insights

Project Service Automation- successfully manage your project based business and manage your clients better

At Robosoft you can opt for a free demo without incurring any cost and see it it has benefits for your particular venture.

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Best ERP Software for Oil and Gas Industry

At the point when the expression Best ERP Software for oil and gas industry is utilized, many flavors and functionalities ring a bell. In actuality, with so much seclusion basic in the business today, and with such a variety of augmentations, diverse ERP's frequently do altogether different things.Let’s take a look at some of the “must-haves”

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Construction Project management after implementing ERP

To give you a better idea of how ERP applications and softwares can help construction executives unify operations, we’ve designed a list of some of the ways ERP systems assist in construction planning, execution and finance.

First we’ll start off discussing about planning-

1.Finding and keeping valuable customers-

Convenience management tools help construction companies handle and guide customer relationships and identify likely upcoming projects. Companies can also boost their odds of winning projects by keeping a track sales performance and administration, regularising successful sales techniques and ensuring repeat business.

2. Receiving & Submitting Bids-

Bid management applications allows construction firms to record and evaluate their bids. They can also consolidate project estimates to keep track of the developments across the assessment process. And when it comes to classifying dealers, they can define exclusions and inclusions, and automise the selection techniques.

3. Planning Ahead-

During the planning process, project managers must look ahead at company-wide resources so that they can actively plan the project schedule. If they need someone with a specific set of skills, they can see what individuals are available at the times they need them.

That was all about planning, let’s talk about execution now-

1. Keeping the Project on Track-

Construction project management applications that are part of a unified software solutions like ROBOBUILD use data from all areas of the organization to make day-to-day job site management easier.

Whether they’re on-site or in the office, project managers can access a set of tools to oversee the following:

Project cost control

Project based procurement

Job based cost analysis

Staff accommodations

Specific dashboards and MIS

Plant, machinery and Vehicles management

Project estimation

2. Collaborating with Project Stakeholders

Keeping stakeholders looped in the business is an important part of managing a construction project, however, it’s also time taking. With construction ERP, project managers can automate their reporting policies so that they can dispatch such communications quickly and easily — right from their smartphones if need be or their desktops.

ERP software is the only way to create a single source of truth – something that will help you make strategically focussed business decisions. Robosoft’s ERP solution produces faster, more accurate results in the office and the field.

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Integrating Company data into one system

1. Every data type has its strengths

Every format of data integration was made for a reason- to make it useable by a particular industry/company by making it useful for that particular industry.Each data format represents data in a way no other configuration can, with special properties, metadata, structure, and diagrams needed to convey the information effectively.

2. Take advantage of specialised applications

These are just a few particular popular softwares that have the ability to handle data in highly functional ways.

Let me correct myself to say that, every piece of software that works with information shows, crunches, and converts this data in a unique way. By integrating data into a format accepted by that job that you need to get done, you’re giving yourself the power to open and use your data in that software to the utmost benefit.

3. Reduce data complexity

Thrashing wildly in the web of data will just get you tangled. Data integration is about managing complicatedness, contouring these linkages, and making it easy to deliver data to any system. This may include making an information center that is superfluous to distribute to and subscribe to.

4. Increase the value of data through unified systems

Bringing different information sets together further adds to the value of the intelligence. Some examples include:

Consolidating and leveraging extraneous data (e.g. from vendors)

Combining data of varying display formats(structured, unstructured, spatial, tabular, web, big data, etc.)

employing structural information to non-structural data

merging databases from distinctive repositories

designing a homogenous architecture for a group of datasets without metadata standards

5. Make data more available

Centralizing your data in a server or on cloud makes it easy for anyone at your company to download, view, and inspect it.

Easily accessible data means easily transformed data. People will be more likely to incorporate the information into their assignments, share the knowledge, and keep the information up to date. This cycle of accessible data is fundamental for innovation, modernism and knowledge-sharing.

6. Easy data collaboration

Data integration makes it easier to collaborate on potentially overwhelming information.

Any individual who works with your data will find it less burdensome to use now that they can actually use the data in the format that they require. Whether cooperation involves communication among internal teams and applications, or with outside organisations, integrated data is more comprehensive because it has more contributors.

7. Understanding data means smarter business decisions

Unified data means clear systems within your organisation. By giving people the tractability to use your data in whatever system, you’re giving them the chance to better interpret the information. It’s less daunting and more explanatory to operate standardised repositories that contain a variety of unified datasets.

Adding location intelligence to your information systems, for instance, makes it quite comprehensive and offers new layers of understanding around that dataset, which leads to better judgements and a way more informed decision-making.

Consolidating with other input types can also mean harmonious interoperable standards to save on business costs.

8. Data integrity

Data integration technology should cleanse and certify the data being input into the system. Obviously, we all want our statistics to be potent and high quality. An integration strategy ensures data is free of errors, inconsistencies, and duplication.

9. Make your data live

An integrated data management software makes it easy to keep intelligence updated. One input can be used to pass on the information across all systems tied into the network, keeping your data updated.

Even if data doesn’t need to be accessed every time and again, siloed data is still insufficient to work with, unrealistic to cooperate on, and runs a high risk of self-contradictory and inconsistent with external data. By actively integrating your data, you avoid the horrendous silo and gain the infinite potential talked about above.

Here’s your chance to growing your company by going digital.

Contact us today for a free demo.

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What do you need in an ERP for an Oil and Gas company?

At the point when the expression Enterprise Resource Planning (ERP) is utilized, many flavors and functionalities ring a bell. In actuality, with so much seclusion basic in the business today, and with such a variety of augmentations, diverse ERP's frequently do altogether different things.

Let’s take a look at some of the “must-haves” for the oil and gas industries:

1. The ERP must be sufficiently adaptable to deal with process changes; the chain of command in modern companies needs to be flexible. The ERP must be sufficiently adaptable to adjust to the business forms being used by the organization, not the other way around. Also, for it to be easily usable by the employees of your company is mandatory.

2. Nothing is neighborhood in value creation any longer. Everybody is competing on the world stage in each regard. The ERP must have the capacity to deal with money related procedures in whatever monetary forms and currencies that you may deal in, also having the capacity to deal with the mind boggling billing frameworks the organization may be liable to. Furthermore, the ERP must have the capacity to deal with the rapid fire price and supply volatility that is endemic in the present worldwide market.

3. It's implied that the ERP must have the capacity to flawlessly integrate with whatever other solutions the organization utilizes. Hence, an ERP with a wide assortment of integrated add ons (for instance, Asset Management, Mobility Solutions) is basic. Like this service provider does.

4. The first idea driving the ERP was to take out "data storehouses," or frameworks that put away unique sorts of data (e.g., HR and Payroll) in databases that were out of reach to each other. Other than gumming up between departmental procedures, these storehouses made precise, continuous detailing incomprehensible. The ERP changes that, and  great reporting capabilities are an essential part of any ERP.

For example a company called Robosoft Solutions have a one-stop solution to all your problems - ROBO-ENERGY powered by Microsoft Dynamics NAV: Fully integrated ERP software for Oil and Gas Industry—

Profit Center-wise P&L (Bunkering, Terminal, Lube, Fuel Oils, etc.)

Back to Back order (B2B and Instock)

Central Credit Control Module

Parent – Child Relationship of Customer Accounts.

Weighbridge Integration

Auto PCM (Profit Center Movement) – In case Lube stock is sold by Bunkering Trader, stock is moved from Lube to Bunkering to arrive at the profit center-wise P&L.

Logistics – Own Logistics Management, Hired Logistics Management, Insurance Management, Maintenance Management, Check-in, Check-out, and Logistics Released Bookings.

Quality Management – Item Specification, Quality Results, and Quality Approval.

Insurance Management – Insurance Quote, Insurance Order, Insurance Invoice/Payment/Claim, and Approval.

Indent Management – Purchase Indent, Approval, Link to Purchase order.

Terminal Management

   a. Processing – Storage Availability, Storage Quote, Storage Lease Agreement, and                                           Storage.

    b. Execution – Terminal Receipt, Terminal Shipment, Blending, and Inventory Handling.

Trade Finance – Features include Letter of Credit, Trust Receipt, Bank Guarantee, Bill Discount, Post Dated Cheque, and CMA.

a. Multi-Currency

b. Multiple Purchase order with one LC

c. Price Tolerance functionality in LC

d. TR Settlement

e. LC Settlement

f. Roll Over of Limits

g. PDC – Customers and Vendors

h. Collateral Management

Contact Us to get all these features now!!!

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Signs that you need to change your ERP software

Refreshing ERP programming can resemble a scary and costly venture, however the additions from expanded effectiveness and enhanced operations are a decent long haul speculation. In any case, long haul venture is as yet not an incredible contention for making a jump to another framework. Here are 6 signs it's the ideal opportunity for a change:

1. Little wasteful aspects are adding up:

Odds are great that there are more efficient and productive ways to accomplish day to day business tasks. Tech moves quick, and the loss of efficient processes is a hidden cost. An obsolete ERP framework likewise progressively diverts assets into support as opposed to enabling you to concentrate that money and energy on taking care and solving real problems.

2. Business needs are exceeding ERP capacity:

You know why you purchased your first ERP framework—to help deal with a developing organization. In any case, if incrementally expanding upkeep expenses and restricted client permit charges are including as the group's headcount develops, you might be managing an ERP framework that doesn't scale well. ERP should bolster and streamline your group's development, not obstruct it or produce more work.

3. Client needs aren't being met

Clients, providers, and accomplices anticipate direct access to billing, transporting, and stock information. They would prefer not to call somebody to get this data and you would prefer not to produce pointless client benefit calls. A Cloud ERP arrangement can provide instant anywhere access with real-time information. In case you're not giving that business value, your rivals may have an edge on you.

4. Your work environment elements are evolving:

Today’s small business leaders are often working with employees or whole branches in faraway locations, and have to commute or hire contractors. Operating with a business model that depends on a centralized office isn’t either practical or pacticible anymore.

5. Employees are versatile and data should be, as well

Utilizing the capability of this decentralized world, more of the workforce is doing work from cell phones out and about, utilizing tablets, portable PCs, and telephones. A cloud ERP arrangement transforms this versatility into an unmistakable business advantage by giving a consistent, seamless transition experience from the office, to home, to mobile, and back further empowering scalability.

7. Your ERP isn't staying aware of changing controls

Tax rules (and other industry compliance regulations) change each year, if not more frequently. For some organizations, compliance demands are always shifting. The Cloud empowers ERP to keep pace with changing compliance information. Legacy ERP solutions simply weren't built for agile business pivots; what might happen if your organization hit a sudden request or chance to grow? Would your ERP framework scale to meet change?

Contact us to get a free price quote

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Looking for Gold Certified Microsoft Dynamics NAV Partner in UAE? Robosoft Solutions is awarded Gold Microsoft Dynamics NAV Partner in recognition of our “commitment, expertise, and the ability to succeed.”

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A Fully Integrated ERP Solution For Your Tailored Business Needs The need of the hour for small and midsize businesses is ERP solutions that drives success. Microsoft Dynamics NAV is a global Enterprise Resource Planning

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Fully Integrated Construction ERP Software In the construction and contract management business, delivering projects on time and on budget is critical for success. ROBOBUILD developed by Robosoft, powered by Microsoft Dynamics NAV, is a complete ERP solution for construction management.

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Transform how you do business Capture new opportunities across your organization when you bring people, data, and processes together with Microsoft Dynamics 365—intelligent business applications that help you manage and run your entire business while

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Microsoft Dynamics NAV Implementation Choosing right Microsoft Dynamics Partner is most essential along with choosing NAV for your business

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Microsoft Dynamics NAV Upgradation To Upgrade Microsoft Navision, choosing right partner with experience is most essential for your business

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Interested in working together? We'd love to hear from you! Let's get in touch. CONTACT US Please use the contact form on right side if you have any questions or requests, concerning our services. We will

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Microsoft Dynamics Nav support Partner-

Robosoft Support Services is an offering from Robosoft to offer an unprecedented level of comprehensive support and work as an extended arm of the customers IT team.