Business Central Implementation
Intelligent cloud applications that unify constituent and fundraising management, program delivery, and finance and operations to maximize program outcomes and impact.
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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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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.
Why Business Central – Migrating to Dynamics 365 Business Central Read More »
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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In hi-tech and electronics manufacturing, standing still is falling behind. Product lifecycles are shrinking. Customer demands for configure-to-order, make-to-order, and assemble-to-order products are accelerating. Global sourcing networks are more complex — and more fragile — than ever before. And all of this is happening against a backdrop of tightening financial regulations, escalating environmental compliance requirements, and relentless competitive pressure on cost and quality. The manufacturers winning in this environment are not working harder. They are operating smarter — with hi-tech electronics manufacturing ERP software that gives them real-time visibility across the entire value chain, intelligent demand planning that adapts to volatile conditions, and the operational agility to respond to market changes before competitors even see them coming. Microsoft Dynamics 365 for hi-tech and electronics manufacturing — implemented by Trident Information Systems — is built precisely for this environment. Whether you are managing multi-level bills of materials across a global supplier network, coordinating complex configure-to-order production schedules, or trying to bring R&D change management under control, Trident’s industry solution gives you the tools, the intelligence, and the implementation expertise to transform operational complexity into competitive advantage. The Unique Challenges of Hi-Tech and Electronics Manufacturing Hi-tech and electronics manufacturing presents a combination of operational challenges that generic ERP platforms were never designed to handle. Understanding these challenges is the foundation of building a technology strategy capable of addressing them. Shrinking Product Lifecycles and Increasing BOM Complexity In the electronics industry, product lifecycles that once spanned five years now compress into 18 months or less. Every new product generation brings with it a new bill of materials, new component sourcing requirements, new production configurations, and new quality specifications — all of which must be managed simultaneously with the ongoing production of existing product lines. Without a comprehensive, automated MRP planning process, the higher the product and BOM complexity becomes, the greater the risk of production delays, component shortages, cost overruns, and quality failures. Manual planning processes simply cannot keep pace with the velocity of change in modern electronics manufacturing. Global Sourcing, Regulatory Compliance and Cost Pressure Global sourcing gives hi-tech manufacturers access to competitive component pricing — but it also introduces significant supply chain risk. Geopolitical disruptions, supplier quality failures, customs delays, and logistics volatility can cascade quickly into production stoppages and missed customer delivery commitments. At the same time, ever-changing financial and environmental regulations across multiple jurisdictions add compliance complexity and cost. Manufacturers operating across multiple countries need an ERP platform that handles local financial requirements, environmental reporting, and cross-border trade compliance — natively, not through expensive customization. The Configure-to-Order Imperative: Meeting Modern Customer Demands Today’s global customers no longer accept standard configurations. They demand products built to their exact specifications — configured, made, or assembled to order — delivered on time, every time, without quality compromise. Meeting this demand requires complete real-time visibility into delivery dates, component availability, production capacities, and external manufacturer capabilities — so your production team can commit to customer requirements with confidence, and execute on those commitments without scrambling. How Microsoft Dynamics 365 Solves Hi-Tech Manufacturing Challenges End-to-End Value Chain Visibility Across Every Production Stage Microsoft Dynamics 365 gives hi-tech manufacturers a unified, real-time view across every stage of the value chain — from raw material procurement and supplier management through production scheduling, quality control, inventory management, and customer delivery. When a component shortage emerges, your planning team sees it immediately — and your MRP system adjusts production schedules automatically. When a customer requests a configuration change mid-order, your system models the impact on delivery dates, inventory, and cost in real time. When a regulatory audit requires documentation across multiple production batches, every record is available instantly — without hours of manual retrieval. Rapid Implementation That Reduces Time-to-Value and Deployment Risk Every day your organization operates without the right ERP platform is a day of preventable inefficiency. Trident’s implementation processes are specifically designed to reduce deployment time and risk — getting your manufacturing operation onto Dynamics 365 rapidly, with minimal disruption to ongoing production, and with the flexibility to build out additional capabilities progressively as your business evolves. Core Capabilities of Trident’s Hi-Tech Manufacturing ERP Solution Trident’s Hi-Tech Industry Solution is a comprehensive set of software and services built on Microsoft Dynamics 365, automating and streamlining every critical business process across the electronics manufacturing operation. Materials Management and Demand Planning In hi-tech manufacturing, conditions in materials management and demand planning change rapidly and without warning. New component requirements emerge constantly, order processes must be updated in real time, and production planning needs to respond quickly — and cost-effectively — to shifting market signals. Trident’s Hi-Tech Solution provides powerful, configurable MRP planning capabilities designed for the specific complexity of electronics manufacturing: Purchasing and Inventory Management Procurement in hi-tech manufacturing is not just about finding the lowest price — it is about managing the right balance of cost, quality, lead time, and supply security across a complex global vendor ecosystem. Trident’s purchasing and inventory management capabilities give your procurement team the tools to optimize every supplier relationship and every purchasing decision: Multi-Country, Multi-Product, Multi-Level Manufacturing For electronics manufacturers operating across multiple geographies, product lines, and production tiers, manufacturing visibility and coordination is the defining operational challenge. Trident’s multi-level manufacturing capabilities give your production management team complete control: Financial Accounting and Real-Time Cost Management Financial management in hi-tech manufacturing is inseparable from operational management. When a production order runs over budget, when a component price changes, or when a customer project hits a cost threshold — your financial team needs to know immediately, not at month-end. Microsoft Dynamics 365’s financial management capabilities — as implemented by Trident — deliver full real-time integration between operational and financial data: Engineering Change Management and R&D Project Control Research and development is the lifeblood of hi-tech manufacturing — but R&D without rigorous process management is a significant financial and competitive risk. Efficient quality, time, and budget management for R&D processes directly determines whether a new product reaches market ahead of or behind the