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Gotcha! Does Library name really matter while registering event handler in Dynamics 365

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Registering an event handler for your form events or field events – Probably the most mundane stuffs that you would perform everyday if you a CRM consultant. But sometimes the simplest things have the...(read more)

Dynamics 365 for Power Platform: Power Apps + Power BI Integration Bootcamp

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Description The way we do work today is fundamentally different than just a few years ago. Work happens on our phones, tablets and laptops everywhere we go: on manufacturing floors, in airplanes or at...(read more)

Is Managing your Inventory Eating up your Time and Profits?

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Are you tired of juggling spreadsheets and walking to your warehouse to figure out if you have enough product to ship an important customers order? Innovia Consulting and Microsoft Dynamics Business Central...(read more)

D365 In Focus: Does Your Organisation Need Change Management? [VIDEO]

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change

When organisations invest in Microsoft Dynamics 365, they are also investing in the behavioral changes that employees must make in order for the system to yield a return. In today’s D365 In Focus video, Latoya discusses the challenges organizations face when implementing Dynamics 365 and how a PowerObjects custom training can help. Check it out!

How Microsoft Dynamics 365 Can Transform Your Manufacturing Business

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Digital transformation means different things to different people. But what can it mean for you, and how can it be used to transform your manufacturing business?

Digital transformation conveys the idea of applying the latest available technology to improve your business processes, services, and even product offerings. Used creatively, digital transformation can make your manufacturing business more capable and efficient and hence more profitable and more valuable to your clients who will reward you with their loyalty.

Foremost in digital transformation tools are ERP (Enterprise Resource Planning) solutions built to work in the Cloud, and at the top of the list is Microsoft Dynamics 365. Dynamics 365 is familiar, affordable, user-friendly and most importantly, it can transform your manufacturing operations.

Learn how to become a next-generation manufacturer in this free whitepaper from Microsoft 

Dynamics 365 is designed to encompass not only finances but every facet of manufacturing and business management:

Production Control: Flexibly manage the huge number of variables that go into production scheduling, like market demand, equipment and labor capacity, supply chain, among countless others. Dynamics 365 lets you easily create different planning scenarios using visual tools to dynamically adjust production schedules under changing circumstances.

Supply Chain Management: To accurately manage inventory in your manufacturing or distribution business, you need to be able to forecast demand and have a clear and accurate view of where your inventory resides – especially if you use various production and warehousing locations. The tools in Microsoft Dynamics 365 are designed to help you strategize distribution plans, manage warehouses, supervise quality control, handle material procurement and sourcing, and even enhance your supplier relationships with tools that make it easier for them to sell to you.

Sales, Service and Marketing: Customers are the lifeline of your business. Microsoft Dynamics seamlessly combines your ERP with your CRM providing a comprehensive solution that includes sales pipeline management, case management, project management, and more. Your marketing and sales teams will have all the tools they need to identify, acquire, and retain clients, and your efficiency and reliability will ensure their loyalty.

Human Resource Management: Regulating a sizable workforce can present challenges. The tools in Dynamics 365 allow you to manage the financial and legal aspects, including payroll, but they also address the human factors such as identifying workers best suited for various positions and letting you know when changes might be beneficial.

Business Intelligence and Reporting: A prime asset of Microsoft Dynamics 365 is its ability to generate reports that give you the information you need for actionable decision-making. Understanding more about your financial condition, your production performance, your supplier and distributor networks, and other important factors, will help you to make business-critical decisions that can propel your organization forward.

Dynamics 365 operates in the Cloud, allowing all departments in your company, each with their own focus and requirements, to work with the same data, customer records, support cases, work orders, purchase orders, invoices, and other financial data so everyone is on the same page.

This post just scratches the surface of Microsoft Dynamics 365 for manufacturing. Would you like to know how you can leverage this exciting new technology to digitally transform your business? Contact our Dynamics experts and find out how we help you take the next step to become a more connected, more efficient manufacturing company.

 

 

By Turnkey Technologies, Inc. - Microsoft Gold Partner based in St. Louis, Missouri.

CRM Sales User Persona: Skilled Carpenters, or All Thumbs?

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Sales Rep CRM Persona

So, my husband and I decided to do some work on our home. By do some work, I mean, ask my Dad – because when I attempt to do carpentry work, I’m more likely to smack my thumb with the hammer, than to hit the nail! So, there’s my Dad just working away and me standing there watching in awe as I hear two small taps to start the nail and one bang to drive it home. Every. Single. Time. And he made it look so easy! Don’t even get me started on the myriad of other tools that he utilized with ease throughout the day. Measuring tapes, levels, drills, saws, you name it. There was such precision and consistency in his approach to using those tools, that it came through in the quality of his delivered product. 

That got me thinking about this concept of every role having tools of the trade, so to speak, and the level of mastery they may or may not have with those tools.

Take me and my Dad – his user persona and mine are miles apart when it comes to mastery of carpentry tools. Can I use those tools? Sure. Can it use them well? Sure can’t! But if I had a mentor and I practiced could I get better? Maybe!

CRM Sales User Personas

So let’s have a look at the CRM Sales User Persona. It seems like there’s an expectation that CRM “should be so easy and helpful that people will automatically want to use it and they won’t need any training”. I know, right now you’re saying, “Yeah right!”, don’t worry I am too!

Dynamics 365 User Persona

But with our carpentry analogy in full force, CRM should be like a hammer in the hands of a carpenter to a Sales Rep right? With that crystal clear picture in your mind, let’s think about your CRM Sales users falling into one of three categories:

  1. Skilled Carpenter: They know the tool. They work with it daily. They're looking for ways to improve their skills and add new tools to their toolbox.
  2. Weekend Warrior: They use it once or twice a week. They get the job done that management requires, and maybe a little more. They've gotten enough training to understand the fundamentals, but they rarely stray outside of those.
  3. All Thumbs: They use it only when they have to. Maybe they update opportunities the day before the monthly sales meeting. When they do use it, they often have issues and need support. It feels unintuitive to them and their skills haven't expanded much at all since their initial training.

Let’s put these definitions to the test against your current CRM Sales Users. Take a few moments to categorize each user into the appropriate bucket. (By the way this is for your eyes only – unless you’re looking to remove some folks from your friends list).

Create a CRM Training and Adoption Plan

Now comes the hard part – formulate a plan! Can you move some "All Thumbs" to "Weekend Warriors" and then even move some of them to "Skilled Carpenters"? Consider how you might be able to pair some of them together so that your skilled people can mentor those who are less skilled. Do you maybe need some of them the remain "All Thumbs" and outsource some of their work to the more “Skilled Carpenter”?

In a perfect world, your Sales Users will treat CRM as a tool of their trade and will become highly skilled. Those that don't might risk finding themselves on the wrong side of the growing digital divide! But, in reality, you might need some support for those slow adopters. What does the right level of training, support and communication look like to support each of these roles?

Want more tips for getting more out of your CRM investment?  Click here to subscribe to the C5 Insight blog.

Looking for help with creating peer-mentoring groups, better training and communication campaigns, and for creating user support reps to enable your less-engaged users to still be productive?  Click here to contact C5 Insight.

How to drive successful Modern Workplace engagement through Microsoft Teams

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Happy New Year! This month, we’ll kick off our Modern Workplace Productivity Community calls with a topic that helps your customers successfully onboard to Microsoft Teams, while providing you with an opportunity to expand your portfolio by offering new services.

A focus on customer success and adoption change management has quickly gone from buzzwords to secret weapons in driving long-term, profitable customer relationships. Focusing on these two areas can enable you to be strategic advisors, drive revenue growth, and align with Microsoft.

As momentum and demand grows for Microsoft Teams, so do the revenue opportunities for partners. The good news is that you’re not too late to take advantage of the whitespace from a depth of customer engagement perspective to help your customers get more out of the service. In fact, the nascent advisory, adoption, and business solutions are still emerging because many organizations are just moving to Teams.

Technical and user readiness planning and implementation is important to successfully onboard Microsoft Teams. To help partners onboard and adopt Teams, you’ll want to check out some recent guidance we’ve provided to get your started on accelerating your customers’ digital transformation journey.

We’ve broken down the guidance into two flavors:

  • If your customer is a small business, or if you want to roll out Teams starting with chat, teams & channels, and meetings, use Get started guidance, designed to get an entire organization quickly up and running on Teams
  • If your customer is a large or complex organization with a hybrid or on-premises Skype for Business configuration, or you want to roll out voice features (such as Office 365 calling plans or phone system), begin with our Get started guidance, then incorporate additional tailored guidance under “Deeper adoption guidance” from our Teams Adoption Hub. This content simplifies the deployment and adoption process for Microsoft Teams, and can also be applied to other Office 365 workloads

This site is a portion of the overall SuccessWithTeams.com guidance, and provides a toolkit to help you execute your project. These tools include:

  • Our popular “Day in the Life” training one sheets
  • An overall service adoption framework by phase project plan
  • Example personas
  • Helpdesk guidance
  • And more!

Ready to learn more? Join our call “Driving successful long-term teamwork engagements with adoption & change management and improving user workflow with solutions” on Friday, January 11 at 10 a.m. PT. Register here. Best wishes for the new year, and we look forward to seeing you on the call!

Modern Workplace Technical Community

Working with OptionSet \ Picklist in Scribe Online

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Scribe Online makes it very easy to work with OptionSets while writing Integration and Replication solutions. While creating the Dynamics 365 CE connection we can check the Include Picklist Display Names...(read more)

MSDYN365BC - Event Recorder - How to Identify Event to subscribe for Extensions?

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Hi Readers,


Thank you for all your question. In this article, we will discuss a question from Justin Arnold.
"How Do we identify Which Event to Subscribe to appropriately integrate our own logic?"

With Business Central Microsoft Released a Feature called Event Recorder which works in the same way as Permission Recorder in NAV?

Read Complete Article »

Personalize customer conversations and increase productivity through Talking points and Notes analysis

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This fall we introduced Dynamics 365 AI for Sales that encompasses multiple features that deliver a variety of scenarios. Features such as Predictive lead scoring, Predictive opportunity scoring, Who knows...(read more)

Enable SSO with Business Central On-Prem in Web Client

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Hi, in this blog post, I will describe steps which you need to complete to have fully functional Office 365 Authentification into Business Central On-Prem. Out of the box, O365 Authentification was...(read more)

Demystifying PowerApps Environments – Part 3 – Production Environments

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Dynamics 365 and the Power Platform are both deeply coupled with the Common Data Service (CDS) and are held in containers called environments .  There are different types of PowerApps environments and...(read more)

Extensible Data Security (XDS) in Dynamics AX Finance and Operations

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Today, I will be discussing about XDS feature in D365 F&O. Microsoft introduced a framework namely extensible data security as a evolution to record level security of AX 2012. Extensible Data Security...(read more)

New Admin Center – PREVIEW – System Settings Walk through

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PLEASE NOTE : THIS POST IS BASED ON A PUBLIC PREVIEW FEATURE. The video will give you a good idea of what is currently available within the new Admin Center preview within the PowerApps user interface...(read more)

MB6-898 Create, import and migrate employees into the Onboarding modular application

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There are three different ways you get an employee into the Onboarding modular application: In the Attract modular app when the candidate accepts the offer you get a new button where you can start...(read more)

Have a flexible and secure start into the cloud with the new Qlik Sense Multi Cloud

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More and more companies are moving data and applications to public and private clouds to take advantage of scalable data storage and processing. At the same time, there is still a need for local data storage...(read more)

Dynamics 365 for Finance and Operations – Regression Suite Automation

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You may have heard Microsoft wants all their customers to be on the same base version of the Dynamics 365 for Finance and Operations application (dubbed One Version). Part of this plan is to provide monthly...(read more)

A Brief Introduction to the Microsoft 365 and Dynamics 365 Admin Centers

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This blog will give you a brief introduction to the Microsoft 365 and Dynamics 365 Admin Centers and some of their features.

In order to access the Admin Center, you will require admin permissions. There are several admin roles which allow access to the Admin Center e.g. Global Admin, Dynamics 365 Service Administrator. This link will provide further details on the various admin roles that will help to determine the most suitable role for your requirement.

Note that the Dynamics 365 Admin Center which will be later discussed in this blog sits within the Microsoft 365 Admin Center.

The following steps show how to get to the Admin Center.

Step 1: Go to https://portal.office.com with your admin login details.

Step 2: Click the App Launcher icon and select Admin.

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The following page (or something similar) will be displayed which is the Microsoft 365 Admin Center.

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The panel on the left hand side shows the features which are available e.g. Users, Groups, Resources, Support, Settings, Billing, Reports, Health, Admin Centers.

In this blog, I will talk about three features which are Users, Billing and the Admin Centers.

Users

If you select the Users icon, you can see the Active Users who currently have access to any of the Office 365 applications.

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By selecting the user, you can view their role, e.g. global admin, system admin, user etc., and their assigned licenses.

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Billing

The billing icon is image. In this section, you can view all the licenses; the number of licenses which are valid, expired and assigned. This place allows you to see all the licenses that you have in one place.

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Admin Centers

The Admin Center icon is  image. This is where you access each of the admin centers for the specific applications you have subscribed to. Click this and select Dynamics 365.

The Instances tab will show all the instances of Dynamics 365 you currently have, e.g. production, development, test etc. Here, you can edit, copy and set up notifications for each instance.

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The Service Health tab will show the Total Storage Used and will show if you are reaching the limit. It’s always best to check this from time to time to ensure you have enough space. It will also show the storage used for each individual instance. To obtain more space, either you can clear out space or you can purchase additional space. It’s also possible to set up to be notified when you are approaching the storage limit. The following Blog “How to Set up Email Notifications for Dynamics 365 Online” can guide you in how to do this.

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I hope this provided you with some information about the Admin Center and its uses.

Restrict User Access to a D365 instance using Security Groups

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Use Case You have multiple instances and you don’t want every member with a D365 license to be able to access each of those environments. How do you tackle this? Answer is using Security Groups on the...(read more)

Scribe Online: Working with Lookup block – Dynamics 365 CE

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Let us continue with our previous post in which we created a solution to pull data from SQL On-Premise and create lead records in Dynamics 365. Let us create a new table which will be our source here....(read more)
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