Trident Information Systems Pvt Ltd

Support & Implementation Plan for Business Central & D365

Business Central Implementation / Trident Information Systems

Introduction : Trident Help Desk Enterprise Solutions – ERP, CRM, BI, and Business Portals – yield business benefits only when consumed efficiently by the uses As businesses grow and scale up, these systems require adaption, enhancements, occasional technical support and the users require access to consultant’s time and mindshare. This document provides the various standard support plans available to Trident customers. Being on one of the support plan brings to a customer the following advantages: Dedicated support & service delivery engineer. Dedicated Project Manager who’ll be working directly with your team Fast issue diagnosis and resolution recommendation Incident tracking in Jira Automatic response when a new incident is created Optimization of the existing processes Answering ‘How to’ ERP related questions Improving work practices through SOPs Automation of recurring tasks Release management & DevOps automation Additional services charged separately System Health Check & report System Performance review & optimization On-site visit for support & training Enhancement and Customization New Report Development New Module Implementation Support Plans Trident offers various Support Plans to customers to choose from – based on the needs of the customer. Following are our standard plans for customers who are Indian organizations, for their Indian operations. Plan A: Full Time Dedicated Resource A dedicated resource is allocated for the customer who remains available 100% to provide the needed support. The scope of this plan includes addressing both Support needs as well as handling Change Requests. If a certain change request requires more resources (over and above the 1 dedicated resource), prior approval is taken from the customer for the additional effort and cost. The customer will be invoiced for the additional effort spent immediately. Under this model a named resource is available to the customer. Minimum tenure for this plan is 1 month. Plan B: Shared Resource Under this plan the customer commits to a minimum 5 days of support need per month. The need may come up at any time during the month, in one or more instances. In case the customer does not utilize all of 5 days during a particular month, the balance days are carried forward to the next month, but lapse at the end of every quarter (March, June, September and December). The scope of work in this case includes both support and change requests. If the work identified requires more than the balance number of days for that month/ quarter, Trident informs the customer and takes prior approval for the additional effort and cost. This additional cost will be immediately invoiced. In this model the Trident consultant is shared with another Trident customer. Minimum tenure for this plan is 3 months. Plan C: Time Package In this model the Customer commits to 200 hrs of support need over a period of 12 months. Response time would be 1 business days after logging of the issue. The support resource will remain a shared resource. The contract period will fall due for renewal either at the end of 12 months period or utilization of hours budgeted. Tenure for this plan is 12 months Scope of Support These Support Plans entitles the customer to avail support during normal business hours (Monday to Friday): 9.30 AM to 5.30 PM (excluding Trident/ public holidays). Support is predominantly from Trident offices and would be provided via e-mail/ Chat. Onsite support may be provided if the situation so demands – based on the merit of the issue – and on mutual agreement. Methodology For Shared Support and Time Package Support Activities for Level1, Level-2 and facilitation for Level-3 Service Request (SR) Logging SR Request Diagnosis Resolution Conceptualization and Solution Build Review and Testing User Acceptance and SR Closure Reporting and Continuous Improvement Trident Customer Support Portal All support plan customers are required to use the Trident Customer Support portal for logging requests, and tracking progress. A single customer login is created and authorized users from the customer can log the issues directly on the site. Both the user and the support team will get informed through email about the issue logged. Tracking of the issue is done through the portal. User can specify the priority and severity of the issue and can also attach screen shots. We can generate periodic reports to monitor the status of various issues.

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Why Business Central – Migrating to Dynamics 365 Business Central

Business Central Implementation / Trident Information Systems

The launch of BC has posed this question to all the users of Navision as ERP what is the future? Should they upgrade or stay on the current version? Upgrading brings up thoughts of cost, pain, business disruption, and maybe even limited reward for all the effort. But it’s still something that one will have to evaluate as currently NAV solution might be still meeting the needs now, however eventually support for the version will end, there will be more challenges around integrating with other applications and systems as they advance, and one can fall behind the competition because they’re taking advantage of the latest technology has to offer. Stability, Performance and Security Data security is top-of-mind for most IT professionals. The Microsoft Cloud is synonymous with security and stability. With over 3,500 cyber-security professionals on staff, Microsoft is an industry leader when it comes to protecting, detecting, and responding to cyber threats. With so many IT experts in your corner, your IT staff can become more productive without having to worry about managing servers and ever-changing security regulations. Cost Effective Essentially, moving to the cloud is a financial shift that reallocates ERP spend from infrastructure, costly servers, and upgrades to licensing fees. In fact, transitioning from Dynamics NAV to Dynamics 365 is the final ‘upgrade’ you’ll ever have to pay for. Once you have implemented Dynamics 365, updates happen frequently, and at no cost, ensuring you’re always on the most recent version. Integrated Modern Platform Dynamics 365 Business Central features an intuitive look and feel that will help reduce training and ramp-up time for users because it’s easy to use and similar to other Microsoft solutions. Additionally, Business Central can be accessed anywhere, at any time – giving users the flexibility to work no matter where they are. The deep integration with the Business Central Cloud solution and O365 is the best starting point on your journey to consider the move from NAV to Business Central Cloud creating best work from Home Solution. Digital Transformation With Dynamics 365, businesses can easily embrace the benefits of Machine Learning and Artificial Intelligence to become more efficient and reduce manual processes. Machine Learning can help with equipment monitoring, spam filtering, ad targeting, image detection, forecasting, and much more. Microsoft’s Power Platform, made up of Power BI, Flow, and Power Apps, gives you better data that is more accurate and timely to help you make better business decisions.

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Dynamics 365: 2020 release wave 2 plan

Business Central Implementation / Trident Information Systems

The Dynamics 365 release plan for the 2020 release wave 2 describes all new features releasing from October 2020 through March 2021. You can either browse the release plan online or download the document as a PDF file. The PDF file also includes information about Power Apps, Power Automate, Power Virtual Agents, Power Platform governance and administration, and Common Data Model and data integration. The Microsoft Power Platform features coming in the 2020 release wave 2 have been summarized in a separate release plan as well as a downloadable PDF. 2020 release wave 2 overview The 2020 release wave 2 for Dynamics 365 brings new innovations that provide you with significant capabilities to transform your business. The release contains hundreds of 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. Marketing Dynamics 365 Marketing improves the customer journey canvas experience and adds integration with Microsoft Teams for virtual events. Segmentation is enhanced with a new natural language experience to create and consume segments, helping eliminate the specialized skills needed to build complex segments. Sales Dynamics 365 Sales continues emphasis on simplified experiences, app integrations, gamification, a new mobile experience for quick access to customer information, and new enhancements to forecasting to natively create and manage bottom-up sales forecast processes. Dynamics 365 Sales Insights continues investments across multiple areas: sales acceleration, conversation intelligence, relationship intelligence, and advanced forecasting and pipeline intelligence with predictive lead and opportunity scoring to help sales teams uncover top deals. Dynamics 365 Product Visualize empowers sellers and accelerates complex sales processes by showcasing and customizing products in their real-world environment. Sellers can place a 3D digital twin of a product in their customer’s environment and make detailed notes about their requirements. Service Dynamics 365 Customer Service expands agent productivity capabilities enabling agents to engage in multiple sessions simultaneously. Omnichannel for Customer Service is enhanced with additional extensibility options to enable integration with mobile applications, Microsoft bot framework, and outbound messaging channels. Dynamics 365 Customer Service Insights adds new capabilities to help agents using similar case suggestions to resolve customer issues quickly and easily. A new analytical view for customer service managers helps them focus on key support areas that need attention. These highlights will also be included directly in the core Customer Service Hub app so that users can get insights in context without having to switch between applications. Dynamics 365 Field Service continues to add intelligence capabilities including a new Field Service dashboard for monitoring key KPIs and work order completion metrics. There are many user experience enhancements to enable proactive service delivery. The Field Service mobile app is enhanced with capabilities such as push notifications and real-time location sharing. This release wave also includes scheduling enhancements such as multiday manual scheduling and enhanced skill-based matching. Dynamics 365 Remote Assist expands its range of scenarios beyond calls, allowing technicians to perform activities such as capture service and repairs data, perform surveys and walk-throughs independently, and derive service insights from their service operations. Finance and Operations Dynamics 365 Finance continues to focus on automating common tasks to reduce the number of manual processes and add insights and intelligence in Finance. Asset leasing enhances the core capabilities of Finance and the global coverage for Finance continues to expand in this release wave. Dynamics 365 Supply Chain Management expands planning optimization for Manufacturing to perform supply and production planning in near real time with in-memory services. Enhancements to Product Information Management include engineering change management and product versioning capabilities. Cost Management includes new features that will enable global companies maintain multiple cost accounting ledgers by allowing dual currency and dual valuation. Enhancements to the job card device include a new user experience and a new feature to enable reporting serial numbers. Dynamics 365 Guides is focusing on intelligent workflows in this release wave. By taking advantage of data and AI innovations, work instructions can be configured to adjust on the fly based on operator inputs. In addition, insights will make it easier to use time-tracking data and connect that data to your business. Dynamics 365 Project Operations unifies operational workflows to provide the visibility, collaboration, and insights needed to drive success across teams from sales to finance. Project Operations connects your sales, resourcing, project management, and finance teams within a single application to win more deals, accelerate delivery, empower employees, and maximize profitability. Human Resources Dynamics 365 Human Resources expands leave and absence and benefits management capabilities to transform the employee experience. Employees and managers will be able to manage leave and absence directly from Microsoft Teams. This release wave enables streamlined integrations to recruiting and payroll partners, thereby building a Human Capital Management (HCM) ecosystem. Commerce Dynamics 365 Commerce continues to expand capabilities enabling non-developers to easily design and manage digital commerce experiences. Customers can increase lift online and in store with “Shop similar looks” for recommendations. Customers can discover and deploy third-party services, connectors, modules, and themes from Microsoft AppSource. Dynamics 365 Connected Store adds a number of new capabilities such as integration with Dynamics 365 Commerce, front-line worker task assignment and tracing with Microsoft Teams, integrated workflows with Microsoft Power Platform, intelligent command center, store analytics, and store insights solutions such as anomaly detection, inventory recommendations, and shift management recommendations. Fraud Protection Dynamics 365 Fraud Protection adds integration with Dynamics 365 Commerce and a new “manual review” capability that allows customers to use the Fraud Protection rules experience to flag transactions for review, and then allow expert human agents to consume and adjudicate those transactions. SMB Dynamics 365 Business Central investments for this release wave include service enhancements to meet the demands of a rapidly growing customer base, improved performance, handling of file storage, geographic expansion together with support for Group VAT, top customer-requested features, and deeper integration with Microsoft Teams. Customer data platform Dynamics 365 Customer Insights enables every organization to unify disparate data—be it transactional, observational or behavioral sources—to gain a single view of customers and derive intelligent insights that drive key business processes. Dynamics 365 Product Insights enables organizations to understand their customers’ journey, usage,

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The Industry Solution for Hi-Tech and Electronics Manufacturing

Business Central Implementation, dynamics 365 business central / Trident Information Systems

Today’s global customers are demanding more configure-to-order, make-to-order, and assemble-to-order products. The modern, agile industrial manufacturer must be responsive and able to deliver with the highest quality and timeliness. The fluctuating demand leads to significant challenges in managing the internal supply chain, coordinating the extended vendor ecosystem, controlling costs, ensuring quality, tracking production, and optimizing inventory levels. With today’s ever-changing financial and environmental regulations, shrinking product life cycles, and global sourcing challenges, Dynamics 365 for Operations helps you gain visibility across the entire value chain, empowering you to make more efficient and timely decisions. Trident’s implementation processes reduce time and risk so you can rapidly build an adaptive business network, seize new revenue streams, and respond to changing market conditions regardless of your company’s size. Trident’s high-tech industry solution is a set of software and services that automate and streamline the following business processes: • Materials management and demand planning • Purchasing & Inventory Management • Multi-Country, Multi Product, Multi-Level Manufacturing • Multinational Financial accounting • Supply chain planning and Logistics & Warehousing • Service management and customer support • CRM/sales • Engineering Change Management Materials Management and Demand Planning In Hi-Tech Industries, conditions in materials management and demand planning vary rapidly. New requirements need to be determined constantly; order processes and production planning have to be updated. Manufacturing operations need to respond quickly and without too much expense. The higher the product and BOM complexity, the more important a comprehensive, automatic MRP planning process becomes. Trident’s Hi-Tech Solution provides powerful MRP planning configurations, including ordering and order data, shopping and sales planning and stochastic processes. Purchasing & Inventory Management Trident’s Hi-Tech helps you in procurement planning considering minimum order quantities, lot sizes, purchase prices and current stock levels. Purchase planning based on planned and historical consumption levels Blanket orders, supplier inquiries & bonus management Purchasing agreements with suppliers on price, quantity and delivery time for optimum supplier selection Faulty parts management and backlog information with activity messages to avoid delivery delays Supplier connection via the Enterprise Portal or other common industry standards Multi Country, Multi Product, Multi-Level Manufacturing Trident’s Hi-Tech gives you an overview of delivery dates, component availability, production capacities and capacities of external manufacturers (make or buy) and be able to plan accordingly. Graphical view of production resources and production orders Integrated materials and capacity planning as well as production priorities for managing rush orders External production with the provision Extensive production papers with barcodes, label handling for batches and serial numbers Integration of time recording, production data acquisition and machine data logging Visualisation of QA and QM processes Various process variants can be configured such as Made to Order (MTO), Make to Stock (MTS), and more (BTO, ATP…) Variant and product configurator for building custom products (also via the Enterprise Portal on the Internet) Financial Accounting Financial management is the core of Microsoft Dynamics 365 Hi-Tech. Full integration in the other areas of the application allows the collection and analysis of financial data in real time. With extensive country- and region-specific features, the solution fulfils the local financial requirements for 36 countries. Financial accounting, financial planning and cash flow management on client company code, cost centre, cost object and up to seven other dimensions Automatic accrual for consignment stock, bonus agreements and goods. Automatic “work in process” (WIP) tracking for productions and projects Cost and performance accounting integrated into production, project, time recording and production/machine data acquisition Stock valuation Engineering Change Management Research and development (R&D) are the basis for the success of many medium-sized high-tech companies. Efficient quality, time and budget management for R&D processes often decide the future success of a company. Different types of projects and the integration of customers and suppliers into the processes require a flexible system for managing and controlling project activities. The product module allows you to manage and monitor internal as well as contract research projects.

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Are you managing your IoT devices’ software in the right way?

Business Central Implementation / Trident Information Systems

Enterprises today are part of a new world: a software-driven world. And while this new world has brought many great innovations, it is also forcing organizations in all industries to rethink their software development practices, to deliver new features and offerings faster. Those entities that will embrace and incorporate change most effectively, will be the winners. In a world where industry disruptors set new market conditions, new standards for product delivery and customer satisfaction, industry incumbents are faced with two options: either continue using their existing approaches and tools, with the risk of lagging behind the competition, or adapt to the “new normal” and deliver products and applications faster, with less resources. As it pertains to the “new normal” DevOps standards, organizations now face many challenges such as cost overruns, software development projects that don’t scale in line with the enterprise growth, and increased market demands for speed. On top of that, the available outdated testing tools don’t offer visibility to ensure the right specifications get tested in the right time. Lean and agile principles So, how can you make sure your organization is ready to manage unexpected changes, and deal with any dependencies that you already have under the hood? How do you ensure a strong balance between the existing business and the new development? Many of you may already be familiar with lean and agile principles and have probably even tried applying them in smaller teams. But what we’ve seen so far in the market is that many of you struggle to apply these principles across the entire organization. Lean and agile principles can help you reach your goals in today’s hyper-competitive world of digital product delivery. By becoming a lean and agile enterprise your organization will be able to adapt faster to the needs of the market by improving internal collaboration and communication. You will be able to learn in real-time from your clients to ensure that you are producing the prioritized set of features that drive economic value. By managing test labs, test planning, and ensuring the tight linkage between product demand and delivery, your organization will be able to reduce waste (time, effort, resources), while ensuring that your business strategy is aligned with the investment and development goals. Client successes Let’s have a look at a few examples of what some of the industry leaders have achieved, using lean and agile processes. 50 percent reduction in time to market because of increased efficiency. 80 percent reduction and software defects through earlier testing and easier detection of discrepancies. 50 percent decrease in user time to acceptance of software releases. 57 percent development cost reduction. Nationwide achieved 50 percent improvement in code quality and 70 percent reduction in system downtime by applying lean principles to transform the software delivery lifecycle. Diagnostic Grifols, a world-leading healthcare enterprise headquartered in Barcelona Spain, increased the efficiency of development documentation by 30 percent—facilitating compliance, ensuring consistency of records across all product lines, and reducing operational costs. Photo: Experience the benefits of collaboration and agile development Time to transform It’s time to transform your organization into a lean and agile enterprise. It’s time to ensure that your firm can adjust to any market change, predict the unpredictable, keep costs low, deliver new features and offerings faster, and never lose a beat with your customers. If you would like to learn more, let’s get connected! Our IBM solution enables companies to improve visibility and transparency across the product delivery lifecycle by providing a single source of truth. It also enables enterprises to define a process custom to each organization, and it ensures quality and compliance. All using lean and agile processes.

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