#nav2016 #dynamics365

Hallo zusammen, 2 neue Inhalte eine Ankündigung.

 07/16 Dynamics NAV  2016 – Vertrieb und Verkaufsprozesse Grundlagen

Aus dem Inhalt

Laufzeit: ca.90 Minuten Juli 2016
Ihr Trainer: Rene Gayer
Level: Anwender
Sprache: Deutsch
Versionen: NAV 2016 (und abwärts kompatibel bis NAV 2009 R2)

In dieser Sendung erhalten Sie einen Überblick der Vertriebs- und Verkaufsprozesse in Dynamics NAV.

• Vom Kontakt bis zur Rechnung
• VK-Preisfindung
• Verkaufsrabatte
• Komfortfunktionen

Testen Sie die ersten 3 Einheiten kostenfrei

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08/16 Dynamics NAV 2016 – Rapid Start aus der Praxis

Aus dem Inhalt

Laufzeit: ca.90 Minuten August 2016
Ihr Trainer: Christian Hauptmann
Level: Anwender
Sprache: Deutsch
Versionen: NAV 2016 (und abwärts kompatibel bis NAV 2013)

In dieser Sendung erhalten Sie einen Überblick der Rapid Start Funktionen aus der Praxis. Christian Hauptmann erzählt dabei aus der Praxis welche Erfahrungen er mit Rapid Start in Kundenprojekten sammeln konnte.

• Rapid Start Überblick
• Import von Stammdaten
• Korrigieren und Optimieren des Imports
• Import Bewegungsdaten

Testen Sie die ersten 3 Einheiten kostenfrei

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09/16 Dynamics NAV 2016 – Beschaffungsmanagement Grundlagen – die nächste Sendung

Aus dem Inhalt

30.09.16 – 10:30 – 12:00

In dieser Sendung erhalten Sie einen Überblick das Beschaffungsmanagement in NAV 2016. Hierbei wird die Einrichtung von Lagerorten, Lagerhaltungsdaten und Artikellieferanten besprochen und Beispiele zu den Wiederbeschaffungsverfahren „Auffüllen auf Maximalbestand“, „Los-für-Los“, „Feste Bestellmenge“, „Auftragsmenge“ vorgeführt.

1. Überblick Wiederbeschaffungsmanagement
2. Lagerorte, Lagerhaltungsdaten, Artikellieferanten
3. Demonstration der Verwendung von Wiederbeschaffungsverfahren

Anmeldung | Weitere Termine 

Microsoft has just released a limited beta version for Dynamics NAV 2017, the upcoming release expected before the end of calendar year 2016. It has also released a What's New in Microsoft Dynamics NAV 2017 Limited Beta document on the PartnerSource portal.

Between the new release details and the NAV Directions conference just days away...

read more

"Every year, I say it's going to be the biggest and best yet, but this year I really feel that," says Mark Rhodes. As program director of NAVUG since 2014, he coordinates educational programs and meetings for the NAVUG community, including NAVUG Summit 2016, which runs October 11-14 in Tampa, Fla.

Rhodes talked to MSDynamicsWorld.com about what he is looking forward to at this year's NAVUG Summit.

MSDW: What is your overall outlook for NAVUG Summit 2016?

Mark Rhodes: I know it is going to be bigger...

read more

In theory, your marketing and sales departments should be one big happy family. In reality, it can seem more like siblings who love each other but have some major differences. We’ve all witnessed the deep grudges that can grow between departments. Some of the telling signs your sales and marketing teams aren’t playing nice are what they say behind each other’s backs. Sound familiar?

Marketing folks will say…

• “We are generating a ton of leads. Is Sales even doing anything with them?”
• “We never get acknowledged for anything we do. Sales takes all the credit!”
• “I am so sick of salespeople requesting things last minute. Yep, we’re totally just sitting here twiddling our thumbs, waiting for something to do!”

Sales folks will say…

• “These leads are garbage. Is Marketing just buying junk lists?”
• “I don’t know anything about this ‘lead.’ This is worse than cold calling!”
• “Marketing can never give me a timeline for anything. Am I supposed to have my whole sales event planned out a year in advance?”

This behind-the-back grumbling is very common. It’s a symptom of poor communication, lack of transparency, and no accountability. So how do we get both sales and marketing to live harmoniously under one roof? The good news is, customer relationship management (CRM) can solve a lot of these issues—and when sales and marketing do play nice, you’ll likely see a big uptick in conversion rates.

How CRM Plays the Peacekeeper

1. CRM makes lead, customer, and account data easily accessible and transparent to everyone. A fine-tuned and well-maintained CRM is a central system of record that is tuned to the needs of the organization will give both sales and marketing all the information you need about a particular lead, contact, opportunity, or account. You know where they are in the buying cycle, their contact information, preferred communication preferences—all in one view.

2. CRM gives you accurate customer history. This is huge for getting sales and marketing to see eye to eye. CRM will show you all prior communication activities with a particular lead or contact. It can show you what campaign a lead was generated from. Sales no longer has to wonder if marketing ever followed up on an initial email blast—they can see if subsequent reminder emails were sent as well. Marketing can see if anyone from sales ever reached out to a lead if they’ve gotten a certain point down the sales funnel.

3. CRM helps you visualize the lead funnel and prioritize. Leads rarely just call up a sales rep and engage in a conversation. Today, people do all kinds of discovery and research before they are ready for sales to enter the equation. CRM can automate lead scoring based on their behavior with various marketing campaigns, allowing sales to visualize the funnel and follow up on the leads that are most likely to buy.

4. CRM allows you to identify a “pass off” point. With CRM, it’s easy to set rules in place for when a lead should officially move from just a lead to a sales-ready lead. It allows you to set up business rules that are required in order to be passed off, and helps prevent finger pointing or blame games.

5. CRM can help you easily pinpoint problems and quickly solve them. If you’re noticing a breakdown in communication between your organization and your customers, CRM will allow you to see exactly where that’s happening. Are leads falling out of the funnel before they reach sales? Or is something happening during the sales process? CRM can turn on the light and help you see the roadblocks to conversion.

6. CRM allows you to constantly be measuring success rates and improving processes. A CRM system gives you the ability to see all the activities on your end, whether you’re in sales or marketing, and whether the customer or prospect responded. This allows you to see if your marketing campaign or sales pitch was successful. It provides the flexibility to allow both departments to determine what works and what doesn’t, and make adjustments to future actions

There are probably a million and one more ways CRM can help your sales and marketing departments play nice, but these highlight some of the bigger pain points we’ve seen. Want to learn more? Hear from Chris, our data dude, and he dives deeper into this topic.

What do you see as your major beefs between sales and marketing? Or, if you’re already using CRM, what ways have you seen that improve the way they work together? Let’s hear it in the comments!

Happy CRM’ing!

The ERP world is changing rapidly due to to cloud implementations as there are big differences in implementing in the cloud versus on-premise; this blog "Comparison of Dynamics AX versus Dynamics 365" hopes to explain the new buying options, and terms.

How to get Dynamics AX 7?

The new release of Dynamics AX (7) can be purchased for over 20 users in the public cloud, and will be offered on premise in 2017. The New Dynamics AX is a game changer for ERP in that it can be used anytime, anywhere, on any device and it includes development space.  A package deal including CRM will soon also be available on Microsoft Azure cloud platform by subscribing to Microsoft Dynamics 365 Enterprise Edition plan 2 (more details below). (more…)

Microsoft Dynamics NAV 2016 has been released with many new features in Enterprise Functionality for Small to Mid Sized Wholesale Distribution and Manufacturing companies and is quick to deploy, easy to use, and has the power to support the growth ambitions of SMBs worldwide.  Some of the most exciting new functions are workflows and document templates.

Below are descriptions of the workflows and document templates functionality within Microsoft Dynamics NAV 2016.

Workflow Templates:  Increase your productivity with more than 20 powerful out-of-the-box workflow templates that facilitate sales and purchase approvals, create notifications for someone to take action, or help handle incoming documents. In just a few clicks, you can set up workflows to connect your business process to industry standards.

Electronic Invoicing: Send and receive electronic invoices and credit memos, as either files, or using a document exchange service. Out of the box support for Pan-European Public Procurement Online (PEPPOL) format and the free Tradeshift document exchange service, but the architecture allows for adding additional formats or document exchange services software (require partner customization).

Currency Exchange Rates:  Update currency exchange rates using third-party web services that deliver exchange rates as XML files or streams. Updates can be performed manually or automatically using the job queue functionality. Yahoo and European Central Bank (ECB) currency feeds are supported out of the box, and other currency services can be added mapping the data in the feed into the currency exchange rates setup, a task that can be done in the end user client without developer permissions.

Document Management: Take advantage of new cloud business services to manage incoming documents in Dynamics NAV 2016. Optimize document handling by adding automatic processing—saving you time, and facilitating backup and storage. You can capture, archive, and easily find incoming documents using a cloud-based document capture service and you can create purchase invoices or general journal line drafts automatically—removing the need to manually retype data.

Optical Character Recognition (OCR): OCR integration enables you to extract unstructured PDFs or scanned invoices or credit memos into structured data, allowing further automatic processing similar to electronic documents. This service is available at no additional cost for the first 75 invoice transactions per month.

Incoming Document Workflow:  Add workflows to automatically process any incoming electronic document, e.g., send and receive documents to/from OCR automatically, create draft purchase document, post draft document, or create payment lines for posted documents and more.

Learn more about Microsoft Dynamics NAV 2016 Functionality

Posted by iCepts Technology Group Inc. A Learn more about Pennsylvania Microsoft Dynamics NAV Partner

by ICepts

One of the most useful features of a CRM system is the dashboard.  Dashboards enable you to efficiently make business decisions with an at-a-glance visual representation of the data that matters most to your business.

Both Microsoft Dynamics CRM and Salesforce offer easily customizable dashboards with comparable results, but there are some differences between dashboards in the two systems worth highlighting.

1. In Salesforce, dashboards require that you first create a report of the data you wish to see in the dashboard.  To create a dashboard in MS Dynamics CRM, you must first create a list view.  For the purpose of creating a dashboard, these are both essentially a list of records that meet the criteria you define, displayed in rows and columns.  Both views in Dynamics CRM and reports in Salesforce can be filtered and grouped to further refine your query criteria.
2. In Microsoft Dynamics CRM, dashboards may either be system dashboards, configured by the administrator and available to all users in the organization; or personal dashboards, configured by individual users who can control the sharing and visibility of their personal dashboards.  In Salesforce, dashboards are stored in folders.  The permission levels of the folders control the visibility of the dashboards inside the folders.  For example, an administrator could set up a public dashboards folder which would be available to all users, and individual users or groups within the organization could set up dashboard folders which only they can view or access.
3. Dashboards in Salesforce may have up to 20 components (the charts and lists), whereas in MS Dynamics CRM, the limit is six components per dashboard.
4. Both systems allow the viewing user to "refresh" a dashboard to ensure that the data within the dashboard is up-to-the-minute.  In Salesforce, dashboard refreshes can be scheduled to occur automatically at regular intervals (daily, weekly, etc.).

These are just a few of the differences between dashboards in Microsoft Dynamics CRM and Salesforce.  In part two of this blog series, we will look at additional differences between the dashboards of both systems.  While there are a number of differences when it comes to creating and using dashboards between the two systems, it is worth noting that both Microsoft Dynamics CRM and Salesforce provide you with the ability to create highly customized dashboards in an easy-to-use interface with very similar results.  Dashboards in either system will provide you with the ability to quickly view and understand the data you need to make important business decisions.
For more tips on using Salesforce or Microsoft Dynamics CRM, contact us at info@toplineresults.com.

by TopLine Results

The post Salesforce and Microsoft Dynamics CRM Dashboard Comparison appeared first on CRM Software Blog.

Some businesses view the Affordable Care Act (ACA) as a costly, complicated regulatory burden; however, it doesn’t have to be that way. Managing and learning the data needed to comply with this important regulation can be simple and efficient, instead of a time-consuming distraction. It all depends on the technology you have in place.
Compliance with ACA requires careful oversight of payroll and benefits data for each of your employees all year long. Understanding what needs to be monitored and how changes can impact an employee, or your business, is one thing. Putting that knowledge into practice tends to be a bit more challenging for many businesses.

• Your human resources or payroll team needs to collect and manage several types of data, including each employee’s eligibility for coverage.
• You need to document which employees are eligible, when an offer is made, and their response.
• You also need to ensure that the health plans being offered meet the ACA standard of affordability for each eligible employee using any of the three permitted safe harbor calculations.

Managing this type and volume of data simply can’t be done efficiently or accurately with paper-based systems or elaborate spreadsheets. The penalties for mistakes and noncompliance are far too high to trust manual tactics.

Ensure ACA Compliance with the Right Technology

ACA Compliance Solution is a comprehensive, 360-degree system for ACA tracking and reporting. This solution easily integrates with a standalone payroll system, or with the payroll module of an enterprise resource planning (ERP) solution. Employee records are securely imported from the payroll system into the ACA tracking and reporting engine and the ACA Compliance Solution continuously and automatically monitors the data. Alerts can notify managers when it’s time to make an offer of coverage and document these transactions each month, every month. Built-in calculators review each employee’s contributions and use the safe harbor rules to determine affordability of coverage. In addition, the ACA Compliance Solution provides managers with dashboards for at-a-glance review of important action items, reporting dates and other ACA news.

Be confident with ACA compliance by replacing manual processes with the right management solution. Download “ACA Reporting Have You Walking The Tightrope?,” a complimentary infographic, for helpful guidance and tips. Contact Integrity Data for more information about learning to us their ACA Compliance Solution to turn a potentially time-consuming burden into a simple, efficient process.

by Integrity Data

I had a bit of time recently to investigate some of the new and not-so-new technologies coming out of the Redmond campus and things look quite interesting.

Microsoft Common Data Model (CDM)

The first piece of the puzzle is something called the Common Data Model or CDM. Surprisingly enough, Microsoft actually chose a nice name for this product that is self-describing in what it actually does. The CDM is a secure cloud database (think SQL Azure) that sits at the base of the upcoming Microsoft Dynamics 365 Application Platform.

Currently, it is accessed only from within PowerApps, but considering it sits in Azure I would fully expect that to change soon. The idea behind this approach is that the database contains standard business entities that can be deployed in your company to be consumed by other applications.

It is also quite easy to either extend the standard entities or make your own custom entities entirely if applicable using rich data types. This provides the obvious benefit of a unified view of data across an organization and goes a long way towards addressing silos of disparate (and possibly duplicated) data.

In the current User Interface, creating a new Entity is as simple as clicking the New entity button at the top right.

Once you click next you can see the standard fields on all entities. Click the Add field button at the top right to add your own, and finally Create to commit your changes.

So now that you understand the basics of how to modify and maintain your CDM, the next logical question would be how do you actually get data into it? While there is the ability to import data using Excel provided within the CDM, this isn’t very exciting from an application integration perspective.

Flow

That brings us to the 2nd piece of the puzzle, which is something called Flow.

A Flow is Business Process Automation similar to a workflow (hence the name). It is used to integrate applications and services, and take actions based on predefined events.

With regards to the Common Data Model, Microsoft has provided a handful of templates that should give you a good idea of what to expect.

There is clearly a focus on Dynamics CRM and Salesforce as potential sources for bringing data into the CDM and this is somewhat expected as they are closely following the development cycle of the Dynamics 365 initiative.

Since we at Rockton are heavily involved in Dynamics CRM development, let’s see how we could take data from CRM and get it into the CDM.

We will choose the Copy Contacts Template since that is a fairly common scenario.

On the next screen it automatically selected my CRM and CDM connections that I had previously configured.

Clicking continue brings me to the screen where I would select my CRM Organization and CDM Namespace.

I am not sure why I need to select the CDM Database since at this point you are only able to create a single instance, but maybe future functionality will include the ability to have multiples. You can add additional steps or click the Edit links to specify additional mappings between fields for both the source and destination.

After clicking the Create Flow button at the top of the screen the Flow is ready to copy Contacts created in CRM to the CDM.

So now that we have data “flowing” from our CRM into the CDM, what can we do with it?

PowerApps

That brings us to the 3^rd and final piece of the puzzle, which is something called PowerApps.

We have been discussing PowerApps within the context of modifying our CDM, but now we will switch from the backend to developing something on the front end. For our scenario, we will want to display Contacts contained in the CDM into a mobile application on our phone.

Once again, Microsoft has provided a template specifically for this purpose.

Choosing the Common Data Model template takes us to the screen where we can select what entity we want to deal with.

Here we will select the Contact entity and click Connect at which time it will begin building our app.

When it is complete, we are presented with three screens (Browse, Detail and Edit) that we can modify to fit our needs.

Save the Application, download PowerApps to your phone and when you login you should see the application available with basic functionality to Browse and Edit Contacts from the CDM.

Summary

Now, obviously there are many approaches available to solving the business problem of viewing & editing CRM Contacts on your mobile device.

You could have used the mobile forms and functionality that is native in CRM, or connected PowerApps directly to your CRM data, but the intrigue to the approach above is when you are dealing with multiple systems.

It’s not difficult to imagine an environment where you have Contacts in CRM, Internal Systems or Legacy Applications and you want a consistent view of them all. Leveraging the CDM, Flow and PowerApps tool set makes this a business problem that is easily solved. And remember, just as we consumed our data from the CDM we could have also added a Flow that goes the other direction and updates other systems with any changes resulting in data that is always in Sync.

Of these 3 technologies the most intriguing for me personally is the CDM and being able to have a singular source of data for application development. Cloud computing is definitely proving to be big business and it is becoming more important than ever to be able to analyze and leverage data as a key differentiator of technology.

Written by Shawn Strayer, Web Developer at Rockton Software, a Microsoft Dynamics CRM add-on partner.

The post Microsoft Common Data Model and Flow and PowerApps…Oh My! appeared first on CRM Software Blog.

Hi Folks,

When you access AX application on DEV/TEST/SAND box (server directly) you will miss several menu/option buttons.

Same issue is with LCS portal.

To fix this issue, just add both URL as trusted site. To do this follow below easy steps:

1. Open Internet explorer

2. Go to Option->Security->trusted site and add both there

Now open refresh your pages and check….

Now it look more catchy , isn’t it.