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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.
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.
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
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
Do you want to increase the efficiency of your dairy business? Shailender Khanna, Domain Expert (F&B) – Read about how an ERP with Dairy specifics can be a game-changer for the dairy business. Dairy companies invest a significant amount of money in building and maintaining infrastructure to keep their products fresh. Raw material management
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.
Investing in an ERP is one thing, getting an acceptable ROI is another. A vast majority of ERP implementation projects fail to meet their stated objectives, within the planned timelines. Making an assessment of the success of a project requires establishing the organizational objectives you are trying to accomplish through the project, and of
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
Using NAV, currently in a dilemma whether a D365 Business Central upgrade is the right next step? The answer and the reasons could vary from business to business. For some, the reason could be – How D365 Business Central is a better ERP than all the previous NAV versions and any other ERPs for SMB
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,
In the last blog we saw how to consume REST APIs in D365 Finance and Supply Chain. In this blog, we will cover how to consume D365 Finance and Supply Chain’s REST API – and the advantage we have with OData. OData is a standard protocol for creating and consuming data. The purpose of OData
Currently using NAV, hearing about D365 Business Central upgrade from your team members, user groups, your IT team and of course Microsoft. On one hand there are costs and effort involved in upgrading, and on the other hand, a strong desire to know – What’s in it for me? Well, if you are a Finance
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
In this blog, we shall visit the new functionality of Vendor Invoice automation in D365 Finance and try and figure out new features that are available. Organizations that want to streamline their Accounts payable (AP) processes often identify invoice processing as one of the top process areas that should be more efficient. In many cases, these
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.
In the previous blog, we learnt what information we can store in the customer card, customer credit groups, how to setup regular and temporary credit limits, create risk scores and credit limit adjustments. So basically, we learnt how to create credit limits and do adjustments. What to do with customer credit limits? So once the limits are
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
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
Inventory planning and its optimization are extremely critical for businesses in diverse industries. The cost of carrying suboptimal inventory can have far reaching impact on the business and can completely saddle its bottom line. As a thumb rule, the inventory carrying costs of a business should be in the range of 20-30% of its total
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
The D365 Business Central Wave 2 release (October 2020) is aimed at meeting the demands of a rapidly growing customer base. Improved performance, handling of file storage, geographic expansion, together with support for Group VAT are some key highlights. This release is aimed at bringing Dynamics 365 applications together and provide deeper integration with
Stricter Control over Dynamics 365 Business Central – D365 Business Central Admin Center Microsoft has transitioned its legacy and widely used ERP product “Microsoft Dynamics NAV” to a new platform “Dynamics 365 Business Central”. This newly launched platform is a cloud based ERP solution lowering the total cost of ownership for its customers – since
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
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
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).
Management of credit and collections information is fundamental to functioning of an organisation. Credit & Collections module in Dynamics 365 Finance offers a variety of features to help manage receivables. You can set up and define information to meet the specific needs of your business. Although most customers pay their invoices on time, you must
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
Businesses often come across a situation where they must choose a CRM which fits into the business asks and integrates well with other Business Applications. While picking the “Right CRM”, there are multiple parameters which should be considered apart from the cost. CRM Implementation decision making, like any other product has two parts: First –
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
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,
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
One of the core challenges around managing field service operations is to ensure the person with the right skillset is sent out to carry out the work on the field. It doesn’t get easier when you are into a dynamic business spanning across wider geography with a mix of company and franchise-operated service models and
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
Having decided upon migrating or else implementing a Business Central based solution, the next obvious decision would be about the hosting – Online or else On-Premises. The main difference between them is of the platform. A decision on this shall involve multiple considerations one should look at. This blog shall help you to decide whether
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
If you are a business owner or a marketer, you know how hectic the work days can get. Back-to-back meetings, ensuring the team is on track to meet their monthly marketing goals, double checking the social media activities which goes live in the next 30 minutes and the list goes on… It can be an
Having worked on Business Central for months now, there had always been an “obvious” comparison between the features that were available with the RTC versions of NAV and were “sort of” missing in Business Central. Seemingly Microsoft realizes that and had been working actively on it. Some of these were added in the October 2018 Release,
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
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
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
Over the past decade, a significant development has been observed in the field of Digital technology. It is transforming the world around us, impacting businesses of all sizes and every industry. Business no longer happens in one place and customer expectations and engagement are changing. There has never been a better time to embrace technologies
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
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
Trade promotion schemes are prevalent across manufacturing industry especially Consumer & Packaged Goods, Building & Material to name a few. These OEMs typically spend 15% to 20% of their revenue on trade promotions. It is the second largest cost behind cost of goods sold, incurred by some of the large OEMs. Fierce competition and changing
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
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
We generally use SOAP or REST API to integrate NAV system with any third party software, In NAV 2018 a new feature has been introduced for REST API interface, it Includes 44 entities providing access to business entities related to core financial functionality, such as company information, journal entry, customer and vendor management, sales and
Businesses in the eCommerce industry need robust software applications at the back for their front-end website to be able to do the selling. There is no point if the website shows ‘Out of Stock’ for items that the customers demand or the ‘status of a particular customer order’ not updated on the website. There is
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
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
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
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
UI OVERHAUL AND VISUAL STUDIO A very commendable move by Microsoft. Gone are the days of MorphX IDE. Welcome Visual Studio (VS) for all your development work. It is a complete UI, which will help you provide an improved hand-user experience.More details here EXTENSIONS There is a lot to learn now, as Visual Studio is
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