Dynamics 365

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Understanding Dynamics 365 Copilot

Dynamics 365 Copilot is an AI-driven assistant embedded within the Dynamics 365 suite, designed to enhance various aspects of customer engagement, including Sales, Marketing, Customer Service, Field Service, and Project Service. It acts as a virtual assistant, leveraging artificial intelligence to provide real-time suggestions and guidance to users across different modules.

Timeline of National Education Policy

Role of Digital Transformation in adoption of NEP 2020

Digital transformation of Higher Education Institutions (HEIs) refers to the process of integrating technology and digital tools into all aspects of education, from teaching and learning to administration and research. This is done to improve the overall efficiency and effectiveness of the institutions and create a more engaging and personalized learning experience.

What’s new and planned for Dynamics 365 Business Central: Shopify Connector

What’s new and planned for Dynamics 365 Business Central: Shopify Connector

One of the most exciting planned features for the upcoming D365 Business Central 2022 Release Wave 1 is the Native Shopify connector in Business Central. This is scheduled to have general availability in April 2022. Companies using Shopify as their e-Commerce framework, and Dynamics 365 Business Central as a business management application, now get an

Microsoft D365 Business Central and Office 365 – Diminishing Boundaries

Microsoft D365 Business Central and Office 365 – Diminishing Boundaries

D365 Business Central has been registering success stories as a Modern, Unified and Intelligent cloud ERP for many years now. Microsoft has been constantly investing in broadening the horizon by bringing in seamless working experiences for digital era users.   Microsoft enables a hyper-connected organization – via Dynamics 365, Microsoft 365, and Power Platform applications

Dynamics 365 Finance : Audit workbench – An Auditor’s Delight

Dynamics 365 Finance : Audit workbench – An Auditor’s Delight

The Audit Workbench module in Dynamics 365 Finance is a very useful tool to help create a powerful audit oversight program. Internal audit team users can create audit policies which can be used to identify and select source documents for review. Customised criteria can be created to identify purchase orders, vendor invoices, and expense reports. System scans can be created with minimal set-ups, to run in batches.

Dynamics 365 Finance 2021 Release Wave 1- Overview

Dynamics 365 Finance 2021 Release Wave 1- Overview

Dynamics 365 Finance continues to lead in bringing in intelligence and automation to users.    Wave 1 2021 Release for Dynamics 365 Finance, is another step in this direction. This release brings the intelligent cash flow offering to public preview with automation based on predictive results. Users experience out-of-the-box machine learning for their financial operations, including viewing when customers are predicted to

The 7 Success Factors: Art & Science of Selecting a Microsoft Dynamics 365 Partner

The 7 Success Factors: Art & Science of Selecting a Microsoft Dynamics 365 Partner

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

D365 Finance and Supply Chain Integration PART I – Leveraging REST Framework

D365 Finance and Supply Chain Integration PART I – Leveraging REST Framework

In this always connected world there is constant requirement for various applications to communicate with each other. One of the communication mediums in which programs talk to each other is REST (Representational State Transfer). REST represents set of rules that enables different programs to communicate with each other. In this 2-part blog series, we will

What’s New or Changed in Dynamics 365 Finance 10.0.14 (November 2020)

What’s New or Changed in Dynamics 365 Finance 10.0.14 (November 2020)

Dynamics 365 Finance What’s new or changed in Dynamics 365 Finance 10.0.14 (November 2020) Aligned with the release plan of new features/ functionality in the D365 product line, Microsoft continues to make these products functionality rich. This blog includes the new features released in D365 Finance in the latest release 10.0.14, which became generally available on Nov.

Credit Management in Dynamics 365 Finance – Part I

Credit Management in Dynamics 365 Finance – Part I

Credit management is new functionality that significantly enhances your ability to manage credit for sales orders. We will discuss various aspects of this new functionality released by Microsoft, in this blog, including: Enabling credit management its setup process Managing credit limits using a business process Enabling blocking rules and risk assessments Placing orders on hold

Inventory Planning and Optimization using D365BC/NAV – Part 2

Inventory Planning and Optimization using D365BC/NAV – Part 2

Our previous blog explained the standard feature & functionality available in D365 Business Central for Inventory Planning. This blog is about another important aspect of Optimized Inventory Planning – The Best Practices one should follow for defining Reordering Policy and Planning Parameters in NAV & D365 Business Central. The planning tools shall work for businesses

Dynamics 365 Finance: Wave 2 Release 2020 Overview

Dynamics 365 Finance: Wave 2 Release 2020 Overview

The 2020 release wave 2 for Dynamics 365 contains significant new features across Dynamics 365 applications including Marketing, Sales, Customer Service, Field Service, Finance, Supply Chain Management, Human Resources, Commerce, Fraud Protection, and Business Central. In this blog, we will focus on features released for Dynamics 365 Finance. Dynamics 365 Finance Barcode generation data source

D365 Customer Insights

D365 Customer Insights

For a moment, lets think of the term ‘Customer Journey’. It covers various milestones at which a customer engages with a supplier. When we talk about the Customer journey with respect to ‘Customer Insights’ – it is actually the data footprints that a customer leaves across multiple applications knowingly or unknowingly, in the supplier’s IT

A Hybrid Agile Framework for ERP Implementations (Part 2)

A Hybrid Agile Framework for ERP Implementations (Part 2)

This is a sequel to my last article ‘Can ERP Implementations Transition from Waterfall to Agile’. https://www.alletec.com/blog/can-erp-implementations-transition-from-waterfall-to-agile/ The last article discusses the perennial problems caused in ERP (and most other enterprise business applications) implementation projects due to the adoption of waterfall methodology. We have also discussed the advantages of following an Agile approach, and the

D365 Finance Insights

D365 Finance Insights

Organizations are looking forward to reduce risks, by making quick decisions, and free finance personnel from executing repetitive processes and bring their focus on to critical and strategic processes. The ‘Finance Insights’ features (to be released) in D365 Finance brings the power of Artificial Intelligence (AI).

Can ERP Implementations Transition From Waterfall to Agile? (Part 1)

Can ERP Implementations Transition From Waterfall to Agile? (Part 1)

The intense industry debate of Waterfall vs Agile largely settled in favor of Agile in recent years. Transitioning to Agile has in fact been considered fundamental to an organization aspiring to undertake Digital Transformation journey. ERP implementation projects, including the implementation of Microsoft Dynamics 365 Finance, Supply Chain, or Dynamics 365 Business Central, have however

GST E-Invoicing Solution Dynamics NAV

GST E-Invoicing Solution Dynamics NAV

Organizations in India must be aware about the introduction of ‘E-invoicing’ mandate by GST Council, which requires businesses to report their B2B invoices to Govt. Businesses with a turnover of INR 100 Cr. and above are require to comply with E-invoicing effective 1st April 2020. For companies using Microsoft Dynamics NAV, Alletec has developed a

A penny saved is a penny earned: Travel Requisition & Expense Management

A penny saved is a penny earned: Travel Requisition & Expense Management

  Client meetings and business travels are an essential aspect of the working world that capture the life cycle of employees, especially in client-facing roles. Teams engaged in business development, new business acquisition, marketing, in particular, have the largest travel and expense budgets in line with their business needs of strengthening the relationship with diverse stakeholders–customers, prospects,

Making Customer Engagement Central to Your Business Strategy

Making Customer Engagement Central to Your Business Strategy

CRM being just a “technology” or a “solution” is a misnomer, should rather be viewed as a Business Strategy to better understand and manage customer relationships. It requires a customer-centric business philosophy and culture across an organization. CRM, as a technology solution, is just an enabler. It links up information about stakeholders from a variety

Revolutionize Business Success with AI and D365 Business Central

Revolutionize Business Success with AI and D365 Business Central

In today’s world led by Artificial Intelligence (AI) and Machine learning (ML), businesses are reaping the benefits from utilizing these technologies. Historical data together with external reference data becomes the backbone for AI & ML. Businesses make proactive decisions basis the predictive data analytics available with AI & ML. Businesses using Dynamics 365 Business Central

Move your business to the Cloud – Moving from Dynamics GP to Business Central

Move your business to the Cloud – Moving from Dynamics GP to Business Central

If you are a business using Microsoft Dynamics GP and thinking of migrating to Dynamics 365 Business Central, this blog is for you. Both GP and Business Central are complete enterprise resource planning (ERP) solutions for mid-sized businesses. One major difference between them is the availability of Business Central on Cloud. With Microsoft announcing no further

Leveraging technology to address key challenges in Healthcare

Leveraging technology to address key challenges in Healthcare

Healthcare is one of the fastest-growing industries worldwide in terms of revenue and employment. The ecosystem encompasses hospitals, doctors, patients, medical equipment/device providers, health insurance providers, pharmacies to name a few. Keys reasons for the increasing demand for healthcare services include population ageing, increasing prevalence of chronic diseases and quest for a higher quality of

Key Considerations while selecting an ERP Implementation Partner

Key Considerations while selecting an ERP Implementation Partner

Choosing the right partner for the implementation of an ERP system is as important as selecting the right ERP solution in the first place. The success and failure of your ERP implementation depend on your partner’s capabilities and experience.  Following are the few key considerations while selecting your implementation partner. Partner Competency When choosing a partner, make

Business Central October 2018 Release Overview

Business Central October 2018 Release Overview

Microsoft’s ERP offering for the SMB segment called Dynamics NAV has been historically available to customers in an on-premise deployment mode. Customers have had the option to host it either in their on-premise infrastructure or some third party cloud infrastructure. Keeping in line with its vision of Cloud First, Microsoft launched SAAS based Business Central bringing Dynamics NAV

Get started with AL in NAV 2018

Get started with AL in NAV 2018

AL is the programming language used for data manipulation whether it is retrieve, insert or modify the records. It can also control the execution of various application objects such as code units, pages etc. In Dynamics NAV 2018 a new environment has been introduced called AL Language development environment. It means that NAV 2018 supports development using

Dynamics AX integration with a PHP application using JSON

Dynamics AX integration with a PHP application using JSON

At this time, the majority of developers and solution architects are very well aware of the MS Dynamics AX capabilities to support different integration paths with third-party applications. Based upon different requirements one can choose integration paths like file-based, http based, etc. However, sometimes there are peculiar requirements from customers where none of the standard integration paths

Things to know before implementing an ERP for your business

Things to know before implementing an ERP for your business

ERP is an acronym for Enterprise Resource Planning. Enterprise Resource Planning (ERP) software applications help businesses to manage and connect information from all core areas of the organization with the aim of improving effective decision making. Compelling reasons to implement an ERP system Integrate financials with all other functions Integrate customer order fulfillment information Standardize and speed

NAV 2018- Image Analyzer in Action

NAV 2018- Image Analyzer in Action

In Dynamics NAV 2018, the computer vision API is now embedded and available for consumption on the Item and Contacts card. The Image Analyzer extension uses the Computer Vision API from Microsoft Cognitive Services to identify attributes in images attached to Items. To start with, we need to have the Computer Vision API, either as a free

Importance of CRM in eCommerce Business

Importance of CRM in eCommerce Business

It’s no secret that strong customer relationships are essential to business success. To help businesses, especially eCommerce businesses improve their relationships and stay organized, a CRM or Customer Relationship Management solution is quite essential. eCommerce businesses always have a diverse audience- sometimes they are interacting with a middle man, other times they’re talking with the

Microsoft Dynamics AX 2012 to Dynamics 365 Upgrade

Microsoft Dynamics AX 2012 to Dynamics 365 Upgrade

Why upgrade? Microsoft Dynamics 365 for Finance and Operations (Dynamics 365) is the latest release from Microsoft, of its flagship enterprise ERP cum CRM offering. Dynamics 365 is architected for the cloud and offers a paradigm shift to users of Microsoft Dynamics CRM and Microsoft Dynamics AX, by unifying both industry-leading products. Users of Microsoft

Implementing Dynamics 365 Solution for a Software Services Company

Implementing Dynamics 365 Solution for a Software Services Company

Managing Projects is one of the key challenges today across the software services industry and, delivering them in the most profitable manner, is what Project Managers focus upon.  We recently completed our first implementation of Dynamics 365 (PSA and Sales/Service app) for a software services company. This article covers the contours of our solution map

Dynamics 365 Finance and Supply Chain Management – The Most Frequently Asked Questions

Dynamics 365 Finance and Supply Chain Management – The Most Frequently Asked Questions

What is Dynamics 365 Finance and Supply Chain Management? Dynamics 365 Finance and Supply Chain Management is Microsoft’s premier enterprise solution (ERP) designed to address the business information requirements of medium to large companies (250+ employees). Microsoft operates through a network of premium partners who are eminently qualified to re-sell and implement this solution. Why

Microsoft Dynamics NAV Partners – Australia

Microsoft Dynamics NAV Partners – Australia

Has the Microsoft Dynamics NAV partners ecosystem strengthened or weakened in the last couple of years? It’s a million(s) dollar question (literally) – which would perhaps find the universe divided. And in my opinion – one of the halves knows too little about Microsoft Dynamics NAV to make a credible opinion. For far too long

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