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Why Business Central – Migrating to Dynamics 365 Business Central

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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Reinvent business productivity with Microsoft Dynamics 365 and Microsoft Office 365

Microsoft Dynamics 365 Business Central is an all-in-one business management solution that helps businesses manage financials, sales, service and operations easier and faster from day one. This e-book explores how the solution integrates with Office 365 to connect business processes and personal productivity like never before, bringing insight and efficiency to your daily tasks[/vc_column_text][/vc_column][/vc_row]

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Customer Story : CRANE Worldwide Logistics centralised their sales platform with Microsoft Dynamics 365

As it approached its 10-year anniversary and its first billion in revenue, global logistics and freight company Crane Worldwide Logistics looked for a modern platform that brought all its sales tools into one place. With the Microsoft Relationship Sales solution, which brings together LinkedIn Sales Navigator and Microsoft Dynamics 365 for Sales, its salespeople have the tools to drive more meaningful engagements with customers, convert opportunities faster, and create more revenue. Just by getting the team using the platform, we’ve seen an uplift in activity in all areas. We’ve had record growth since implementing Microsoft Relationship Sales—the last quarter was excellent for us. John Jergens: Vice President of Global Sales Crane Worldwide Logistics A global sales team From a startup created in the risky business climate of the 2008 recession, Crane Worldwide Logistics has become a major player in the global transport and logistics industry, on track to hit USD1 billion in revenue in 2019. Created by former Eagle Global Logistics executives and headquartered in Houston, Texas, Crane Worldwide aims to provide customers with full transparency into its supply chains by coupling talented people with game-changing technology. But with salespeople spread across the globe, Crane Worldwide found itself with a visibility problem. “We weren’t all working on a common platform, so we were lacking in visibility,” says John Jergens, Vice President of Global Sales at Crane Worldwide. “We knew we had a vast sales pipeline out there, but there wasn’t much data available on it—so we couldn’t see how robust it was.” From data silos to connected visibility A key part of the Crane Worldwide ethos is providing customers with meaningful interactions—and that relies on having a customer relationship management (CRM) solution that salespeople can use to build and maintain relationships and convert opportunities more effectively. But, with a seven-year-old siloed CRM system that it had simply outgrown, the company lacked the tools its salespeople needed. “The previous system never had very good adoption,” Jergens adds. “It just wasn’t very functional.” So, the team went looking for a platform that could replace it. With implementation support from Microsoft Partner Network member PowerObjects, Crane Worldwide deployed the Microsoft Relationship Sales solution, a powerful combination of Microsoft Dynamics 365 for Sales and LinkedIn Sales Navigator, to support personalized, meaningful customer engagements. The team was already using LinkedIn Sales Navigator and Microsoft Office 365, so Dynamics 365 for Sales was the ideal addition to the Crane Worldwide ecosystem. “We saw how Microsoft Relationship Sales could help us focus on being easy to work with from a customer’s perspective,” explains Jergens. “So this whole deployment was part and parcel of becoming easier to do business with.” Now, just six months into deployment, Crane Worldwide has 300 Microsoft Relationship Sales users in its ranks, including 150 direct sellers along with employees from its marketing and account management teams. New processes, simpler sales Using the Microsoft Relationship Sales solution, Crane Worldwide salespeople have already changed the way they work. And they’re reaping the benefits of the visibility they’ve gained into the sales pipeline. “Once we rolled out Microsoft Relationship Sales, the overwhelming response was that it’s really easy to use, and it doesn’t take much time,” says Jergens. “We created a very simple weekly routine where our sellers spend about 30 minutes adding new data into Dynamics 365 for Sales. That’s just six minutes a day to keep everything up to date.” With faster processes freeing up more time for the sales team, sellers can focus their energy where it matters most—building the customer relationships that turn into revenue. And, at the end of each week, management can analyze activity through a global dashboard, which combines CRM and customer interaction data into detailed executive reports that show how salespeople are turning relationships into revenue. “With Microsoft Relationship Sales, we can generate KPIs that tell us what a healthy pipeline should look like. We look at the number of prospects and targets, how long the sales cycle takes, and the time from when we close an account to the time it generates revenue,” explains Jergens. “And if the pipeline isn’t where it should be, we can support the sellers with the resources that they need—it’s more productive all around.” A centralized sales platform Because Microsoft Relationship Sales brings together so many sales capabilities, Crane Worldwide sellers have everything they need to do their jobs in one place. Previously, they had to manage a relationship from scoping to sale across disconnected tools and platforms, far from an efficient process. “It’s difficult to put a number on what it’s like to manage 30 or 40 customers with an email folder and a spreadsheet,” says Jergens. “Now, once the salesperson finds a prospect using LinkedIn Sales Navigator, they use Dynamics 365 for Sales to easily track those conversations. Instead of creating and referencing a lot of notes, they can quickly link activities and discussions through Microsoft Relationship Sales.” With LinkedIn Sales Navigator and Dynamics 365 for Sales together, salespeople can start building the context they need to deliver a meaningful interaction before the first contact even occurs. Insight into potential prospects’ roles, connections, and priorities through LinkedIn Sales Navigator is fed straight into Dynamics 365 for Sales—increasing conversion chances from the very start. “It’s had a direct impact on the time it takes to develop customer relationships, because we have true visibility into those opportunities now,” explains Jergens. A built-in assistant also sends prompts to help sellers accelerate the sales cycle, reminding them to contact a lead that might go cold or nudge an opportunity as it approaches its estimated close date. A roadmap for integration In businesses the world over, sales and marketing teams struggle to communicate and collaborate effectively. As the sales team adapts to Microsoft Relationship Sales, Crane Worldwide is already adopting more of the solution’s capabilities to help sales and marketing stay on the same path. “The marketing teams are able to work in tandem with the sales team to help them understand how marketing activities can help nurture their

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Case Study : Abu Dhabi government builds one-of-a-kind integrated customer service platform using Microsoft Dynamics 365

Established to lead excellence in government services, Abu Dhabi Digital Authority (ADDA) strives to lead the digital future of Abu Dhabi. Taking advantage of Microsoft Dynamics 365, Power BI, and Azure solutions, TAMM integrates Abu Dhabi government services to provide communities and businesses with a seamless, proactive, and personalized customer experience, one that promises to change the way UAE citizens and residents interact with their government for the better. [/vc_column_text][vc_column_text][/vc_column_text][vc_column_text] Abu Dhabi as a digital innovation destination Abu Dhabi Digital Authority (ADDA) has a vision that offers a new way of interacting with the citizens and residents in Abu Dhabi and throughout the world. ADDA’s vision embraces technology that delivers value through innovation and service excellence. ADDA is building a digital hub that integrates Abu Dhabi’s 1,600 government and business services with over 55 entities into one central platform. This modernizing journey toward global competitiveness means citizens can look forward to a smarter, happier future with better quality of life—all thanks to the TAMM integrated services platform. Digital smart government, powered by Microsoft The TAMM integrated service platform is an intelligent customer support center. Taking advantage of Microsoft Dynamics 365, Power BI, and Azure solutions, TAMM unifies Abu Dhabi’s government and business services into 80 integrated journeys. This integration merges a 360-degree view of customers’ information and their interactions across the government into a seamless, proactive, and personalized customer experience. It promises to completely revolutionize the way citizens interact with the government. Dynamics 365 creates a seamless omni-channel experience. The portal provides United Arab Emirates (UAE) citizens, residents, and visitors with a range of government services through one access point. Operating with Azure and AI increases efficiency and improve customer experience through fast, agile responses to citizen information requests. It provides stakeholders and field workers with decision-making capabilities through in-depth business intelligence on customer behavior. “Through Power BI, we are now able to ensure that all government data is viewed, including our services that are unified and user-centric,” explains Fatima Al Obeidli, Director – Contact Center Business Management Department at ADDA. “This drives our commitment to superior customer service. The Power BI unified dashboard replaces the multiple reports of the past, ensuring one-of-a-kind customer service experience.” Microsoft’s customer-first approach has been proven by its profound understanding of ADDA’s vision. “The aim is to establish a unique service model for Abu Dhabi government. Microsoft is a trusted partner, providing us with tools and mechanisms that empower us to lead the digital future of Abu Dhabi,” explains H.E. Saeed Al Mulla, Director, Government Services at ADDA. Powered by innovation, inspired by society “By leading with a modern, reliable, and integrated digital system that serves all walks of life in society, ADDA supports the business environment, attracts more investments into Abu Dhabi, and enhances the Emirate’s global competitiveness,“ says Ali Nimer, Strategy Advisor to the Director General and Head of Digital Excellence Office at ADDA. Through Power BI, we are now able to ensure that all government data is viewed, including our services that are unified and user-centric. This drives our commitment to superior customer service. The Power BI unified dashboard replaces the multiple reports of the past, ensuring one of a kind customer service experience.                                                                –  Fatima Al Obeidli: Contact Center Business Management Department

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How AI and AR can help retailers stay in business in moments of crisis

Store closures and social distancing have caused a rise in demand for virtual tools and technologies that bring the shopping experience into consumers’ homes. Beauty brands, which were among the first to try out AI and AR to enhance the consumer experience, are increasingly using the technology to suggest products based on people’s preferences and unique characteristics, including skin tone and face shape, as well as to help customers virtually try on products before committing to a purchase. Even before the Covid-19 crisis, the technology had already proved its worth. Figures from Perfect Corp, which develops virtual makeup technology, show that virtual try-on technology generated 2.5 times higher e-commerce conversions for brands and decreased return rates by more than 8%. Trident is offering Cloud Based Retail ERP Software to manager retail operations effectively As the technology develops and becomes more sophisticated, consumers are progressively trusting in AI to help them make purchase decisions. “Consumers trust AI to curate a choice of products, services and experiences that reduce complexity and make life more fulfilling,” writes Andrew Cosgrove, Global Consumer Knowledge Leader & Lead Analyst at EY. “AI knows its “owner” so well that it suggests new and unexpected product ideas or experiences they love.” Digital suddenly finds itself one of the main commerce channels for retailers. We expect AI and AR are here to stay, as more consumers become aware of their virtues when it comes to convenience, and as these technologies can help retailers to continue trading regardless of what happens in the real world. Here are four ways to make AI and AR work for your business: 1. Bring the in-store shopping experience to your customers’ homes AI and AR take online shopping to a whole new level by making it possible for consumers to choose from selected products picked out just for them, try out new experiences and test products in ways they wouldn’t have been able to previously – all from the comfort of their homes. Early pioneers of AI- and AR-powered online shopping include opticians, who realized that consumers still want the option to try on glasses and see what styles suit them before committing to a purchase. Virtual fitting technology has made this possible, with some retailers further elevating the experience using AI to automatically suggest the perfect frame to suit your face. Indeed, AI lends itself to verticals where consumers may find themselves bogged down in complex choices. Instead of having to scroll through hundreds and hundreds of beauty products, for example, new services such as My Beauty Matches use AI-powered algorithms, and using the consumer’s previous searches, purchases, and known preferences, they suggest items from large databases (in this case, there are over 400,000 products) that couldn’t be easily browsed by the consumer. Advances in machine learning help brands to identify consumer styles and preferences to gain a granular level of customer understanding, so they can optimize each customer’s individual journey. “In one of the worlds we modeled, consumers valued time much more than money,” Andrew Cosgrove, Global Consumer Knowledge Leader & Lead Analyst at EY, said. “Their personalized AI learned about their unique preferences and used those insights to buy most of the things they needed. This allowed them to spend their time shopping only with brands that reflected their values and purpose.” 2. Find the right items across infinite aisles of products The most successful AI and AR experiences today tend to be delivered by retailers that have large item assortments and the ability for consumers to personalize their choices. Home goods and furniture retailers are a clear use case, with many using the technology to help customers choose products that will fit beautifully into their homes and match their existing décor. Online furniture retailer Wayfair is known for using AI to target customers with personalized recommendations. The company’s search algorithm extracts the customer’s style preferences from their search history to present a selection of furniture that is likely to appeal. Another service allows customers to take a photo of a furniture piece they like and match it to a similar item in the Wayfair inventory, which holds millions of products. AR then takes this a step further by giving consumers the ability to virtually see how products will look in situ before committing to a purchase. Returns on investment have been demonstrated with increased conversion and reduced returns. AI is proving its worth in fashion too, helping customers choose clothing that will fit them best by analyzing previous purchases and suggesting sizing based on their profile. Iconic jeans brand Levi’s uses an AI-based chatbot to help customers find the perfect pair of jeans. It asks consumers their preferences when it comes to fit, rise, amount of stretch and wash, and asks what size they are in another brand to determine the best size in Levi’s and suggest the right pair. And in beauty, brands are using the technology to offer services such as instant foundation shade matching and advanced skincare analysis, as well as matching consumers with products and looks that will suit their complexion, style and occasion. 3. Anticipate consumer demands One of the major benefits that retailers can draw from AI and AR experiences is the amount of data they can collect about their consumers along the way. This data, if collected appropriately, can be used to improve the accuracy of stock and inventory requirements forecasts throughout the year. “As consumers browse, test features and make purchases, they are providing retailers with an entirely new set of data points,” writes Hamaad Chippa on Retail TouchPoints. Retailers can then use this information to rethink product assortments for a better shopping experience, or to develop highly targeted marketing campaigns that lead to greater conversion rates. For example, a customer who just bought a whole load of supplies from a pet store for their new kitten is likely to want to sign up for home deliveries of cat food. AI can also help retailers target consumers with promotions that are more likely to lead to purchases based on past browsing and purchase history.  “Whether that is 10% off online, 15% in-store or free shipping, customers automatically receive the

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Whitepaper : Four technology trends helping businesses thrive in a digital world

4 ways technology can help businesses thrive in a digital world. The good news is that the tools that help businesses capitalize on this digital transformation are more accessible than ever before. The cloud is removing barriers like high up-front costs, ongoing maintenance, and IT dependency.

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When do you know that your business needs a CRM software?

[vc_row][vc_column][vc_column_text]Customer Relationship Management is a process of managing or organizing prospects throughout the sales life cycle. The more the advancement in serving the clients, the more will be the payment stream for the Company. Trident’s CRM software solutions happen to be one of the most effective and efficient CRM software that could easily cut overhead costs and give highlights which demonstrate helpful to different business firms. Many CRM software programs available have several features that can be used or restricted – so in effect a business can modify to make their own CRM software. However, utilizing CRM software gives various advantages to both organizations and customers and that is the reason each genuine business has implemented some of the other CRM applications. So who can opt for Trident’s CRM software? A simple response to that question would be “Any business with customers would utilize CRM“. However, in the real world, it is not just as simple as that. Choosing an appropriate CRM software solely depends upon the business process along with a range of profitable features. Below are the type of Businesses that could gain benefit from using Trident’s CRM software solutions. 1- The business that uses any form of Marketing:  For any business that uses marketing campaigns to promote, sell or advertise their products or services in the market through various communication mediums such as phone, email, etc. Reaching to customers in bulk within a short period as well as recording the response on the go makes it more effective to manage the marketing process. 2- A business that deals with B2B and B2C Sales: For any business that tends to cope up with the Customers to sell or cross-sell the products. Maintain relevant sales data such as documents, communication records, etc. Identify the process flow starting from Lead up to the deal gets closed. 3- A business that creates Quotations & Invoices:  Built-in invoicing module to track the quotations and invoices generated against an opportunity. Efficiency to merge the billing details into the document which can further be mailed to the customer right from the CRM software without any need to switch between the applications. 4 – A business that deals in Customer Service:  For any business that believes in increasing customer satisfaction by helping them in tracking as well as resolving the issues completely. Managing the cases within CRM as well as auto – escalations triggered on a timely basis not only guarantees better customer satisfaction but at the same helps the Management to track resource performance. 5- A business that wants to increase efficiency:  Well-organized business results in better output which can be ultimately tracked with the help of various Reports, Dashboards, etc. Well-improved or say the advance level of features incorporating in CRM with the latest release of versions has enhanced the CRM which has ultimately proved beneficial for Business growth. Thus using CRM software gives you numerous benefits to enrich both Business and Customer Relations by serving your customers better with stronger service and support. To know more about how can CRM software help you, you can check out our CRM software solution on https://tridentinfo.com/microsoft-dynamics-crm-software-solution/ and contact to our experts on https://tridentinfo.com/contact/.[/vc_column_text][/vc_column][/vc_row]

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Retail ERP and e-commerce integration dashboard managing inventory, orders, and online sales.

7 Reasons Your Retail Business Needs a Unified ERP and E-Commerce Integration Solution

Here is a scenario that will feel familiar to most retail operators: a customer visits your website, sees a product marked as available, drives to your store to buy it, and finds out the shelf is empty. Your website still shows it in stock. Nobody knows why. Or this one: a loyal customer who buys from you in-store every week places their first online order — and receives a “welcome, new customer” email. No recognition of their purchase history. No loyalty points applied. No sense that the business they have been giving you for two years means anything in the digital channel. These are not technology failures. They are integration failures — and they happen every day in retail businesses running separate, loosely connected systems for their physical stores and online channels. The solution is retail ERP and e-commerce integration — specifically, a retail-oriented integration solution designed from the ground up for the way retail businesses actually operate, rather than a generic middleware tool that treats your retail operation like any other business. This article covers the seven concrete reasons why retail-specific ERP and e-commerce integration delivers outcomes that generic solutions simply cannot match — and what to look for when evaluating your options. Why Separate Retail Systems Are Now a Competitive Liability Brick-and-mortar retail is not dead — but purely physical retail without a connected online presence is becoming increasingly rare. Today’s retail customer moves fluidly between channels. They discover products on social media, research them on your website, check availability through your app, visit your store to see them in person, and expect to complete the purchase on whichever channel is most convenient at that moment. Research consistently shows that 81% of consumers use mobile devices as part of their shopping research — and the majority of purchasing journeys now involve at least two channels before a transaction is completed. For retail businesses, every additional sales channel represents a potential revenue stream. But it also represents a new source of operational complexity — unless every channel shares the same data, the same inventory, the same customer records, and the same pricing. When they do not, the experience falls apart. And in a market where customers have endless alternatives, an experience that falls apart drives them to a competitor without a second thought. The Real Cost of Running Disconnected ERP and E-Commerce The cost of disconnected retail systems is distributed across every channel, every function, and every customer interaction — making it easy to underestimate until you try to measure it: Why Generic Integration Tools Fall Short for Retail Many businesses attempt to solve the integration challenge with general-purpose middleware tools — platforms designed to connect any two applications regardless of industry. Generic integration tools can technically connect a retail ERP with an e-commerce platform. The problem is that retail has specific operational requirements — BOPIS fulfilment logic, zip-code-based inventory routing, loyalty program data synchronization, multi-currency retail pricing rules — that generic tools are not built to handle natively. The result is months of expensive custom development to configure a generic tool for retail-specific scenarios, followed by ongoing maintenance overhead every time either connected system updates. A retail-specific integration solution — or better, a unified retail platform — delivers all of this functionality out of the box. 7 Reasons to Choose a Retail-Specific ERP and E-Commerce Integration Reason 1: Consistent Products and Pricing Across Every Sales Channel The most fundamental requirement of a unified retail operation is consistency — every channel showing the same products, the same prices, and the same promotions at the same time. When your product catalog, pricing structure, and promotional mechanics live in your ERP and distribute automatically to every connected channel, consistency is structural — it happens automatically rather than requiring manual synchronization. A retail-specific integration solution enables: For retailers managing hundreds or thousands of SKUs across multiple channels, centralized product management is not just a convenience — it is a necessity. Reason 2: True Omnichannel Fulfilment — Buy Anywhere, Deliver Anywhere The modern retail customer expects to complete their shopping journey on their own terms — and that means the fulfilment model needs to be as flexible as they are. Buy Online, Pick Up In-Store (BOPIS) is now a baseline expectation for omnichannel retailers — customers order online and collect from their preferred store, combining the convenience of online shopping with the immediacy of in-store collection. But executing BOPIS reliably requires real-time integration between your e-commerce platform, your ERP, and your in-store systems. A retail-specific integration solution enables the full range of omnichannel fulfilment scenarios: Each of these scenarios requires real-time data sharing between the e-commerce platform, the ERP, and store-level inventory — which only a retail-specific integration solution delivers reliably. Reason 3: Real-Time Inventory Visibility Across Every Location Inventory accuracy is the operational foundation on which everything else in omnichannel retail depends. Without accurate, real-time inventory data across every location, BOPIS fails, online availability is unreliable, and customer trust erodes. A retail-specific integration solution delivers inventory visibility that generic tools cannot: The business impact of real-time inventory accuracy extends beyond customer experience. Buyers make better purchasing decisions. Markdowns are more targeted. Overstock and out-of-stock situations are identified earlier and resolved faster. Reason 4: Unified Customer Data Across Digital and Physical Channels A customer who has shopped with you for five years should feel known — regardless of which channel they use. Their purchase history, preferences, loyalty status, and contact information should follow them seamlessly across every interaction with your brand. This only happens when your ERP and every connected channel share a single customer database — updated in real time by every transaction, regardless of where it occurs. A retail-specific integration solution delivers: Reason 5: A Single Loyalty Program That Works Everywhere Loyalty programs are one of the most powerful customer retention tools available to retailers — but only when they work seamlessly across every channel a customer uses. A loyalty program that earns points in-store but cannot redeem them online,

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