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Bring predictability to your revenue pipeline with Dynamics 365 Sales

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Most companies use sales pipeline data to gauge a very generalized picture of future sales. But imagine if your company’s data was accurate enough to predict next month’s revenue within a few cents? If an organization can standardize on top-performing sales processes and establish an accurate, targeted picture of the customer, pipeline data becomes far more reliable—and future sales become far more predictable. Insurance brokerage and advisory company Willis Towers Watson (WTW) collected extensive sales data across systems within the organization, but they lacked a centralized system to view the collected data. The company adopted Microsoft Dynamics 365 Sales to capture data in a single system where they could extract insights to optimize sales practices and prioritize high-converting customers. By using insights to drive success into sales practices, WTW has increased the reliability of their sales pipeline, making future revenue far more predictable. “In January, we ran our numbers based on prior performance and predicted almost to the penny what the number would be for new business going forward. Probably very few companies have been able to do something like that.”—Luis Maurette, CRB Global Head of Sales and Client Management, WTW Sales predictability can be increased when sales leaders have two key things: An accurate picture of high-conversion customers: Seller conversion rate will increase and sales cycles will close faster if you can provide your sellers a picture of your highest-converting customers. With the right tools, customer profiles can easily be developed from the characteristics of existing customers—sales intelligence you already have. According to LinkedIn, 74 percent of sales intelligence users said the tools are extremely critical or critical in closing deals. Better, faster sales processes: According to McKinsey, sales performance management can drive up to a 10 to 20 percent increase in revenue per salesperson. That means if you leverage tools that help you identify sales best practices and standardize them across your company, your sales cadence becomes predictable. Fast access to data, fewer systems to pull data from, and easy collaboration with teammates and stakeholders optimize processes, and in turn makes sales cycles faster. Identify customers more accurately, win more customers A better understanding of the customers leads to higher conversion rates. Marcelo Fama, Head of Latin America CRB Ops at WTW says that with the new capabilities offered by Dynamics 365 Sales and Microsoft Relationship Sales (which includes LinkedIn Sales Navigator), “We identify more opportunities sooner with the highly effective, automated triggers in the sales process that come with the platform.” At WTW, they are now able to target unique audiences because of data in Dynamics 365, and have accelerated the sales process because clients recognize right out of the gate that they understand their clients’ needs. Increase speed and collaboration with Teams When sellers can quickly access account managers and subject matter experts for quick information within the context of a deal, sales cycles close faster. WTW plans to leverage the integration of the One Microsoft platform to optimize their sales processes. With Microsoft Teams embedded in Dynamics 365 Sales, sellers can share and edit CRM records within the context of chats and channels, providing the seamless collaboration between segments and regions critical to closing deals. “We have aspirations to become even more connected as a company and to accelerate growth through standardized processes,” says Maurette. Success depends on making it stick Historically, the failure rate for large-scale change efforts like new customer relationship management (CRM) programs has been as high as 70 percent. WTW reversed this trend and within six months of rapid deployment, 90 percent of WTW sellers were up to speed and using the new tools to work faster and more efficiently. “In my 18 years at WTW, I don’t think we ever expected staff to adopt anything at above 80 percent, let alone a sales platform. It’s just outstanding.”—Jim Blaney, Head of Sales and Client Management, Corporate Risk and Broking, North America, WTW By tapping into the true value of Dynamics 365 Sales, WTW makes more data-driven decisions with consistency across the company rather than decisions based on guesswork. And the company has a deeper understanding of its clients and can better create targeted campaigns and deliver relevant, personalized services. Learn more about Dynamics 365 Sales Want to learn more about Dynamics 365 Sales? contact us today at info@tridentinfo.com

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3 aspects to consider when migrating to Dynamics 365 in the cloud—it’s like building your next dream house

Microsoft Dynamics 365 /

Migrating your on-premises business applications to the cloud can be like building your very own dream home. It’s incredibly exciting and will be perfect for your unique needs but can feel daunting when going at it alone. Ensuring you have a strong plan is crucial. Let’s explore this metaphor a bit more as we examine three critical components in your cloud journey and how you can leverage the Microsoft Dynamics 365 Migration Program all along the way. Much like a top-notch architect and contractor makes building your dream home easier, the Dynamics 365 Migration Program enables on-premises customers to simplify and accelerate their move to the cloud. It offers end-to-end migration support working directly with Microsoft cloud architects and specialized migration partners. The program offers access to a no-charge migration assessment, pricing offers, tools, and migration support for qualified customers. Get expert help through the Dynamics 365 Migration Program to move from Dynamics AX or Dynamics CRM to the cloud. Before you “break ground” on your cloud migration, however, there are three core aspects to consider—budget, requirements, and location. 1. Budget: When building a dream home, ensuring you have a good understanding of your true budget is usually a good place to start. A reasonable place to begin is to compare your housing costs today with your future costs. Maybe you are renting or making mortgage payments on an existing house and you want to compare your current payments to your dream home mortgage. Chances are this new mortgage cost along with the one-time down payment may look overwhelming compared to your current rent or mortgage, but this is an incomplete view. It is incredibly important to factor in all of the service costs involved in maintenance, upgrades, and repairs of your current residence. This applies to on-premises costs as well—it is crucial to calculate the total cost of ownership, including IT costs, upgrade costs, and server costs to avoid any surprises. See the Forrester TEI study for Dynamics AX and Dynamics CRM to learn what other customers have found when making the cost comparison. 2. Requirements: Once you have a clear line of sight to the budget requirements, next comes the fun part—the design and specifications of your new house. When you are thinking about your future needs, why limit yourself to old ways of doing things? What about your partner’s, kids’, and pets’ changing needs? Your toddler will grow up to be a teenager in no time and will need a study room, or maybe your partner wants to start working from home and needs a quiet office space. Is all of your old stuff going to your new house, or might it make sense to get rid of the old boxes that you haven’t opened in the last 10 years? Likewise, when migrating to the cloud, it is an opportunity to refresh, evolve, or completely get rid of your old business practices that don’t make sense anymore. Do you still want that big file cabinet when you can store things securely online? To fully understand what it will take for you to migrate your existing on-premises data, customizations, integrations, and functionality to the cloud, you should sign-up for a no-charge, no-obligation Microsoft migration assessment. The assessment will give you deep insights into what it will take in terms of time and effort to migrate to the cloud. Apply today for the Microsoft migration assessment to get started. 3. Location: Your ideal dream house should be in a spot where you feel safe and have the option to expand your living space when needed. Some neighborhoods, for example, are simply preferred because of the safety they offer in addition to the flexible zoning laws that allow future expansion. Maybe you want to build that second floor or mother-in-law suite in the future when your family grows or add those privacy hedges you have always wanted. Isn’t it great to always have that option and only invest when you are ready? With Dynamics 365 you can access cutting-edge technology, control costs, and improve IT productivity by migrating to the cloud. Dynamics 365 offers physical, infrastructure, and operational security with Microsoft Azure. It also offers scaling to the desired capacity to accommodate a variable number of users. Learn more about all the benefits of migrating from Dynamics AX and Dynamics CRM to Dynamics 365 in the cloud. Finally, when considering building that future dream house, it can be exciting and nerve-wracking at the same time. Migrating your on-premises enterprise resource planning (ERP) or customer relationship management (CRM) to the cloud is no different with the same or more anxiety associated. It is very important to fully consider all the costs, design aspects, and platform features before you can determine the best migration path for your company. With Dynamics 365 Migration Program hundreds of customers like you have already benefitted from our no-charge, no-obligation Microsoft Standard Migration Assessment. “I was impressed about the information I got out of this migration assessment. It will give us confidence for the next steps” – Senior Business Analyst The Microsoft Standard Migration Assessment is the first step to help you understand the value of cloud migration and how to get there. This Microsoft-managed assessment is delivered virtually, typically requiring four to eight hours of a customer’s time. The Microsoft Standard Migration Assessment is available worldwide for users of Dynamics AX and Dynamics CRM. Consult with our Dynamics 365 Expert here. Blog Reference : Microsoft Official

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Announcing Microsoft Cloud for Retail: Built for what’s next

Retail ERP Software /

2020 was the year in which we experienced disruptive change at a pace and a scale that we could never have imagined. Yet it was also the year in which many retailers embraced digital like never before. Take REI for example, which launched a new virtual outfitting service to help customers assemble bikes, find the right hiking boots, and gear up for camping trips using Microsoft Teams. Retailers who laid their digital tracks early were more agile, resilient, and ultimately positioned for growth. I’m optimistic about the future of retail and excited by the opportunity faced in retail. But as we all know, the journey past the COVID-19 pandemic has only just begun.   That’s why we thrilled to announce the availability of Microsoft Cloud for Retail public preview beginning on March 31.   Microsoft Cloud for Retail at-a-glance At Microsoft, we are committed to helping retailers by working side-by-side with them to co-innovate and co-develop next-generation solutions that address their most pressing business opportunities. Retail is 31 percent of the world’s GDP and that data is the demand signal for the world. Microsoft Cloud for Retail data services consolidates disparate customer data sources—your data, your suppliers’ data, the data you don’t even know about yet—to uncover actionable insights in minutes, not days. Discover retail insights from all data sources—data warehouses, data lakes, and big data analytics systems—with a single, unified experience at any point in the shopper journey. Microsoft Cloud for Retail uniquely connects experiences across the end-to-end shopper journey, using a set of capabilities that deliver more relevant personalized experiences and operational excellence for sustained profitability. Few retailers have the budget or infrastructure to “rip and replace.” Microsoft Cloud for Retail starts with a modular framework so retailers can innovate as they go. This modular and deployable solution activates both end-to-end services like curbside pickup or standalone services like Intelligent Recommendations. Microsoft Cloud for Retail is designed to give retailers the flexibility to adopt the capabilities they need to address their most pressing business needs, be it better knowing customers, empowering employees, building resilient supply chains, or reimagining retail. “We are excited to explore Microsoft Cloud for Retail as a crucial tool to bring together our stores, product, and marketing systems and unlock the power of our data,” Britten Maughan, SVP of Product and Partnerships, Lids. Let’s take a closer look at how we are integrating capabilities across the shopper journey. Demand generation Driving interest and awareness in your product or service is the beginning of the shopper journey. Using the right digital marketing channels with the right solution is critical in attracting new customers. E-commerce personalization. Showcase how well you know your customers by delivering a shopping experience that provides relevant, personalized results through Intelligent Recommendations and product search. Intelligent recommendations can help uniquely tailor experiences and increase conversion by helping customers find what they want. See how it comes to life. Digital advertising. Target, attract, and convert more shoppers by delivering engaging, personalized experiences thereby increasing customer loyalty and return on digital marketing ad spend with Microsoft Advertising. Stores and operations Retail associates or frontline workers are critical to the success of any retailer. They are the face and humanity of every brand. That’s why we’re so focused on putting retail-specific tools into frontline employees’ hands so they can deliver best-in-class, multichannel experiences in an environment where safeguards and privacy standards are built-in. At the same time offering retailers the ability to create digital and smart stores to automate processes and use real-time data to improve operations. Associate operations and collaboration. Empower your frontline employees to manage their tasks when they are in the store or remote while using robust communication, collaboration, and sharing capabilities, as well as use shared device management for business continuity.  Digital and smart stores. Use real-time observational data to improve in-store operations, keeping check-out lines short and shoppers happy. Optimize your retail space by analyzing customer movement and product status to maximize sales. Purchase Be it online, in-store, or via social shopping, at the point of purchase we offer connected tools to drive conversion, with on-site advertising, social selling capabilities, and secure payment enablement. Anywhere commerce conversion. Enable shoppers to purchase whenever, wherever, and on whatever device they choose supported with intelligent tools to deliver personalized, intuitive, and relevant shopping experiences. Maximize customer conversion and increase your average basket of goods with Microsoft Dynamics 365 Commerce Loss and fraud prevention. Protect your revenue from fraud using artificial intelligence (AI) to understand and detect patterns of fraudulent transactions across the shopper journey. Provide your employees tools to help decrease fraud costs, improve the customer experience, and streamline operational efficiency with Microsoft Dynamics 365 Fraud Protection. Fulfillment and service How do you get the physical product into the hands of the customer? Streamlining operations to make the delivery process as seamless as possible, with integrated customer support to help consumers at any point in the sales cycle. Multichannel fulfillment. Delight customers with streamline curbside pickup and buy online pick up in-store (BOPIS) operations with simplified payment processing and customer notifications. Increase employee effectiveness with optimized time management and infusing intelligence across your sales operations with AI capabilities that improve customer experience and drive better ROI.  Integrated customer service. Streamline customer service while empowering your employees to foster lasting relationships with customers via insights and delivering consistent engagement across online and offline channels. Post-purchase The journey then continues with our insight’s capabilities enabling retailers to better understand customer demand signals and cross-channel behavior with intelligent post-purchase analytics. Shopper analytics. Unlock data insights across every touchpoint of the shopper journey enabling better customer insights, better operations, and overall a better customer experience. Use Microsoft Dynamics 365 Customer Insights and Azure Synapse to bring together multichannel data in real-time to create a full view of your customer, so you can take relevant actions to increase customer loyalty. Merchandising and distribution These customer insights feed into and inform the supply chain process of demand planning, inventory management, pricing, and distribution. Our intelligent supply chain capabilities are designed to ensure channel operations are optimized so

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Manufacturer unifies data and gains agility in finance and supply chain with Dynamics 365

Microsoft Dynamics 365 /

Bel Fuse designs, manufactures, and markets electronic circuits products at 24 manufacturing locations across North America, Europe, and Asia. The company’s existing enterprise resource planning solution was highly customized and expensive to maintain, so it decided to deploy Microsoft Dynamics 365 Finance and Dynamics 365 Supply Chain Management. Bel Fuse unified data and can now more easily manage its supply chain operations and finance processes, gaining more agility to respond quickly to changes in the market or its suppliers. “With Dynamics 365, we save nearly USD2 million per year in IT service and support fees compared to our previous, highly customized solution.” Mark Hodkinson: Vice President of Finance for the Bel Power Solutions Group Essential step in the supply chain A typical consumer might interact with Bel Fuse products and not even know it. The manufacturer makes the components that power, protect, and connect electronic circuits in products we use every day. Bel Fuse is usually in the middle of the supply chain, relying on smaller parts from its suppliers before passing components on to the manufacturers that create finished products. Founded in 1949, the company has grown significantly in the last 20 years through acquisitions. It has seven business groups, including Bel Power Solutions, which it acquired in 2014. Bel Power Solutions makes the power conversion products for server and storage networks at large server farms and in industrial products like the power sources in hybrid electric vehicles and trains. To manage its enterprise resource planning (ERP) processes, Bel Power Solutions used a legacy version of Oracle that was highly customized and difficult to update. The version was outdated and the month-to-month costs and support for the solution were expensive. With different business units using different ERP systems, Bel Fuse wanted to find an affordable solution to unify the company’s finance and operations processes, starting with Bel Power Solutions. Bel Fuse also needed a solution that would support its material requirements planning (MRP) process, a production planning, scheduling, and inventory control system to manage its manufacturing processes. “Our MRP processing goes in both directions—we require a full dataset and forecasting of what’s coming to us and what’s going out,” says Scott Hasterlik, Director Global IT at Bel Fuse. “We have power assets with 500 components and 65,000 SKUs, so we needed a robust solution to share nonstandard information quickly.” An integrated solution for finance and operations After careful evaluation, Bel Fuse found that Microsoft Dynamics 365 had the right capabilities at the right price for the company’s needs. With Dynamics 365, Bel Fuse had a single system for the first time, the ability to report globally, and a solution that was intuitive to use and easy to add users. Bel Fuse uses Dynamics 365 Finance to automate its financial operations, monitor performance in real time, predict future outcomes, and make data-driven decisions. For operations, the company deployed Dynamics 365 Supply Chain Management, which includes an MRP function and AI to improve visibility across its global supply chain and to improve manufacturing productivity. To aid the quick, seamless deployment process, Bel Fuse worked with Flintfox, a Gold competency member of the Microsoft Partner Network. “Flintfox jumped in, understood what we wanted to accomplish, and helped us move forward on budget,” says Hasterlik. “Flintfox has been a fantastic partner and is still our partner of record.” A wide range of Bel Power Solutions employees now rely on the Finance and Supply Chain Management business applications. Users include staff in customer service, quality assurance, demand and product returns, manufacturing and supply chain ordering, accounts payable, accounts receivable, and engineering. “From decision makers to factory floor managers, everyone is working in Dynamics 365, staying connected and accessing valuable data,” says Stefan Naude, General Manager, Slovakia, at Bel Fuse. Reduced costs, disparate systems eliminated Bel Fuse accomplished its central goal—to reduce the high costs of its previous ERP system while bringing data together in one solution. The company built the capacity it needed without a lot of customizations, helping ensure that the solution would stay flexible in the future. “With Dynamics 365, we save nearly USD2 million per year in IT service and support fees compared to our previous, highly customized solution,” says Mark Hodkinson, Vice President of Finance for the Bel Power Solutions Group at Bel Fuse. Bel Fuse also reduced costs because it now has the tools to fulfill more of its own finance needs internally. For example, a Bel Fuse engineering and distribution site in Italy previously paid an outside firm to do its accounting. “It was easy to move the Italy site into Dynamics 365 and transfer all that work internally to our team in Slovakia,” says Hodkinson. “Now our own team manages the facility’s day-to-day finances even though they aren’t located in Italy. With a common system, we have better access to our own internal talent.” Increased visibility and agility With Dynamics 365, Bel Fuse gained a more global view of financial data and can perform more accurate forecasting. “I always view orders and revenue from a global perspective because the locations are all connected and have so many intercompany transactions,” says Hodkinson. “I rely on Dynamics 365 to help me make sense of complex financial histories to stay on top of complicated billing and payment processes at multiple sites.” With ERP data now centralized and easy to access in the cloud, Bel Fuse can respond with more agility to complex, changing circumstances. When employees in Italy, China, and other countries needed to work from home during the COVID-19 crisis, the company was able to effectively run remote finance and supply chain operations. “We kept all our finance functions moving forward even though we don’t have anyone physically in the office,” says Hodkinson. “We were impressed that our team was able to get everything done while working from home for the first time, and I think that speaks to how intuitive Dynamics 365 Finance was for our team.” As a mid-chain supplier, Bel Fuse is committed to continuing its operations on time and not

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Learn how an electronics manufacturer unifies data and gains agility using Dynamics 365 Supply Chain Management

dynamics 365 business central /

Bel Fuse designs, manufactures, and markets electronic circuits products at 24 manufacturing locations across North America, Europe, and Asia. The company’s existing enterprise resource planning solution was highly customized and expensive to maintain, so it decided to deploy Microsoft Dynamics 365 Finance and Dynamics 365 Supply Chain Management. Bel Fuse unified data and can now more easily manage its supply chain operations and finance processes, gaining more agility to respond quickly to changes in the market or its suppliers. With Dynamics 365, we save nearly USD2 million per year in IT service and support fees compared to our previous, highly customized solution. Mark Hodkinson: Vice President of Finance for the Bel Power Solutions Group Bel Fuse Essential step in the supply chain A typical consumer might interact with Bel Fuse products and not even know it. The manufacturer makes the components that power, protect, and connect electronic circuits in products we use every day. Bel Fuse is usually in the middle of the supply chain, relying on smaller parts from its suppliers before passing components on to the manufacturers that create finished products. Founded in 1949, the company has grown significantly in the last 20 years through acquisitions. It has seven business groups, including Bel Power Solutions, which it acquired in 2014. Bel Power Solutions makes the power conversion products for server and storage networks at large server farms and in industrial products like the power sources in hybrid electric vehicles and trains. To manage its enterprise resource planning (ERP) processes, Bel Power Solutions used a legacy version of Oracle that was highly customized and difficult to update. The version was outdated and the month-to-month costs and support for the solution were expensive. With different business units using different ERP systems, Bel Fuse wanted to find an affordable solution to unify the company’s finance and operations processes, starting with Bel Power Solutions. Bel Fuse also needed a solution that would support its material requirements planning (MRP) process, a production planning, scheduling, and inventory control system to manage its manufacturing processes. “Our MRP processing goes in both directions—we require a full dataset and forecasting of what’s coming to us and what’s going out,” says Scott Hasterlik, Director Global IT at Bel Fuse. “We have power assets with 500 components and 65,000 SKUs, so we needed a robust solution to share nonstandard information quickly.” An integrated solution for finance and operations After careful evaluation, Bel Fuse found that Microsoft Dynamics 365 had the right capabilities at the right price for the company’s needs. With Dynamics 365, Bel Fuse had a single system for the first time, the ability to report globally, and a solution that was intuitive to use and easy to add users. Bel Fuse uses Dynamics 365 Finance to automate its financial operations, monitor performance in real time, predict future outcomes, and make data-driven decisions. For operations, the company deployed Dynamics 365 Supply Chain Management, which includes an MRP function and AI to improve visibility across its global supply chain and to improve manufacturing productivity. To aid the quick, seamless deployment process, Bel Fuse worked with Flintfox, a Gold competency member of the Microsoft Partner Network. “Flintfox jumped in, understood what we wanted to accomplish, and helped us move forward on budget,” says Hasterlik. “Flintfox has been a fantastic partner and is still our partner of record.” A wide range of Bel Power Solutions employees now rely on the Finance and Supply Chain Management business applications. Users include staff in customer service, quality assurance, demand and product returns, manufacturing and supply chain ordering, accounts payable, accounts receivable, and engineering. “From decision makers to factory floor managers, everyone is working in Dynamics 365, staying connected and accessing valuable data,” says Stefan Naude, General Manager, Slovakia, at Bel Fuse. Reduced costs, disparate systems eliminated Bel Fuse accomplished its central goal—to reduce the high costs of its previous ERP system while bringing data together in one solution. The company built the capacity it needed without a lot of customizations, helping ensure that the solution would stay flexible in the future. “With Dynamics 365, we save nearly USD2 million per year in IT service and support fees compared to our previous, highly customized solution,” says Mark Hodkinson, Vice President of Finance for the Bel Power Solutions Group at Bel Fuse. Bel Fuse also reduced costs because it now has the tools to fulfill more of its own finance needs internally. For example, a Bel Fuse engineering and distribution site in Italy previously paid an outside firm to do its accounting. “It was easy to move the Italy site into Dynamics 365 and transfer all that work internally to our team in Slovakia,” says Hodkinson. “Now our own team manages the facility’s day-to-day finances even though they aren’t located in Italy. With a common system, we have better access to our own internal talent.” Increased visibility and agility With Dynamics 365, Bel Fuse gained a more global view of financial data and can perform more accurate forecasting. “I always view orders and revenue from a global perspective because the locations are all connected and have so many intercompany transactions,” says Hodkinson. “I rely on Dynamics 365 to help me make sense of complex financial histories to stay on top of complicated billing and payment processes at multiple sites.” With ERP data now centralized and easy to access in the cloud, Bel Fuse can respond with more agility to complex, changing circumstances. When employees in Italy, China, and other countries needed to work from home during the COVID-19 crisis, the company was able to effectively run remote finance and supply chain operations. “We kept all our finance functions moving forward even though we don’t have anyone physically in the office,” says Hodkinson. “We were impressed that our team was able to get everything done while working from home for the first time, and I think that speaks to how intuitive Dynamics 365 Finance was for our team.” As a mid-chain supplier, Bel Fuse is committed to continuing its operations on

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Why Business Central – Migrating to Dynamics 365 Business Central

Business Central Implementation /

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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How Microsoft Business Central is Powerful & All in One Business Management Solution

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Run your business anywhere with Microsoft Business Central Choose cloud or on-premises. Business Central runs where you need it, offering the same user experience no matter how you deploy. Take your business on the go.  The mobile version supports both cloud and on-premises users with a consistent experience across Windows, Android, and iOS devices. Remove language barriers. Business Central supports 25 languages to help increase your productivity. Store and transmit data across your systems. Help protect your data from unauthorized access with automatic Microsoft datacenter encryption Read more about Business Central Capabilities  Manage your financials Make informed decisions using connected data from reports, charts, and Microsoft Power BI dashboards across finance and accounting, sales, purchasing, and inventory. The late payment prediction extension helps you reduce receivables. View charts and reports in real time through built-in reports, Excel, or Power BI. Use unlimited dimensions for your data to identify patterns and trends. Accelerate financial closing and reporting by using the integrated accounts receivable and payable capabilities. Streamline the process with approval workflows and Microsoft Power Automate integration. Track financial performance with custom general ledger (G/L) and account schedules reporting. Evaluate cost, revenue, or profit reporting in the cost accounting module. Learn more about financial management capabilities  Optimize your supply chain Predict the best time to replenish stock using built-in intelligence. Use sales forecasts and expected stock-outs to automatically create purchase orders. Get a holistic view of your inventory, and use the same costing method or different methods for your inventory items. Freely move items between locations, and control the quantity on hand using cycling counting. Engage with your suppliers proactively and cost-effectively. Register potential suppliers, send inquiries, and convert the best offers to orders. Configure required approvers to help ensure compliance with internal and external policies. Use system-generated suggestions to replenish inventory based on actual and forecast demand and availability. Learn more about supply chain management capabilities  Accelerate your sales process Prioritize leads based on revenue potential. Keep track of customer interactions and get guidance on the best upsell, cross-sell, and renewal opportunities throughout your sales cycle. Optimize revenue and address customers’ needs, with flexible pricing and discount structures for individual customers and customer groups. Keep an overview of agreements with sales order and blanket sales order processes. Quickly give customers details about prices, discounts, delivery dates, product availability, and fulfillment status. Address customer returns with sales return order management, including credit notes, repairs, or replacements. Learn more about sales management capabilities  Deliver projects on time and under budget Create, manage, and track customer projects using timesheets and advanced job costing and reporting capabilities. Develop and modify budgets to ensure project profitability. Manage resource levels by planning capacity and sales. Track customer invoicing against planned or actual costs on orders and quotes. Make effective decisions using real-time insights on project status, profitability, and resource-usage metrics. Learn more about project management capabilities  Run your warehouse efficiently Optimize your storage facilities by setting up bins and zones in Business Central to reflect the layout of your warehouse and its racks and shelves. Streamline receiving and storage by using a template to determine the best placement of items based on type, size, and bin capacity. Get recommendations on where to move items to optimize the space and the picking process. Speed up shipments and reduce friction caused by cross-docking. Use real-time data on every item’s zone, bin, and quantity to better fulfill your customers’ orders. [/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row]

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Case Study on Microsoft Dynamic 365 from Leading Automotive Industry

dynamics 365 business central /

Toyota Industries Corporation improves service operations to maximize uptime for their customers Toyota Industries Corporation (“Toyota Industries”) is Toyota group’s head company, with 90-plus years of history, and offers products that account for the world’s largest shares of the following three fields: forklifts, compressors for auto air conditioners, and air-jet looms. Toyota L&F Company, which develops, manufactures, sells, and  after-sales services forklifts, plans to improve the quality of their after-sales services by leveraging telematics and IoT for visualizing service operations. The company promotes the project and the introduction of Global Mobile Service Solutions (GMSS), together with Microsoft Enterprise Services. GMSS uses Microsoft Dynamics 365 for Field Service, and with telematics linked to Microsoft Azure to improve preventive maintenance and move further towards predicting failures. We strive to provide uniform, quality after-sales services in a global partnership with Microsoft. Going forward, I want to create a mechanism to collect forklift data by using IoT and telematics to prevent failures. Mr. Michio Yonezawa: General Manager, Services Department Toyota Industries Corporation Maximize Uptime by Leveraging Forklift Data Toyota Industries aims for further growth in the business of industrial vehicles that have grown into a business that accounts for 60% of the company’s. Mr. Michio Yonezawa, General Manager, Service Department, spoke of the significance of maximizing forklift utilization by offering after-sales services that meet the business needs of their forklift customers. “The mission of the Service Department is to improve our after-sales services and establish strong relationships with our customers, so that we can receive additional orders from them. We think that offering satisfying after-sales service ultimately contributes increase sales.” The company wanted to offer high quality services globally, and decided to introduce Dynamics 365 for Field Service as the primary tool for managing the after-sales service skills and operations for those distributors offering services to forklift customers all over the world. They wanted to improve their operational management accuracy, shift to a paperless process, reduce man-hours, and increase efficiency. They would do this by visualizing business KPIs in digital form, and laying out a framework to help boost their strengths and compensate for any weaknesses in various regions. Mr. Yonezawa explained the reasons for selecting Microsoft Enterprise Services as their partner in achieving their objectives, as follows. “Microsoft has many great accomplishments as a global IT company, and, above all, Microsoft Enterprise Services made an achievement to implement our systems to our European sites. In addition, Microsoft Enterprise Services not only understands the latest technologies, but they also develop systems based upon our after-sales service operations, and they provide global assistance. They will help us achieve our goal of global expansion.” Further, Toyota Industries plans to perform maintenance prior to the occurrence of failures, which also necessitates linkage technologies between the Microsoft cloud and IoT. The company uses Azure to collect machine information of their forklifts in operation. Linking information related to after-sales service from GMSS to the machine information in the cloud is expected to assist the Service Department in performing the right maintenance at the right time, preventing forklift failures from occurring at minimal cost. “Sudden failures greatly hinder the customer’s business activities, and generate extra-budgetary expenses. Previously, we conducted regular inspections in accordance with the guidelines based on how long the machines had been operating. By leveraging the machine information collected via telematics, inspections can be carried out in response to the customer’s usage, thereby reducing their burden,” explained Mr. Yonezawa. Visualization of Business Operations, Improvement in Productivity, and a Shift to a Paperless Process with GMSS Toyota Industries chose Microsoft Dynamics 365 for Field Service – which is already in worldwide use, cooperates with the latest technologies including IoT, AI, and machine learning, and enables practical applications – to visualize and improve after-sales service operations for GMSS development. Mr. Senichiro Kondo, who directs the global expansion of GMSS as the General Manager, Overseas Service Operation, Service Department, stated the reasons for selecting a cloud-based system for improving their after-sales service operations. “Since we manage operations in countries except for Europe and North America, the cloud enables us to facilitate management in a unified manner, and lay out a framework that helps provide the same services world-wide. In addition, Toyota could differentiate itself from its competitors by being first to introduce IoT to the service operations. Our competitors have not done this yet. The Microsoft cloud meets our security guidelines and we did not hesitate at all to use the cloud.” India was selected to be the first country for the deployment of GMSS, which occurred in February, 2018. “One reason we chose to deploy GMSS to India first is that we directly manage the distributors with standard service operations and it would allow us to examine their cost-effectiveness in detail. Another reason is that, if it is proven cost-effective in India, where wages are low, we could promote the deployment of GMSS to distributors in other countries,” said Mr. Kondo. In India, approximately 80 field service technicians had been receiving instructions on after-sales service operations in written form or manually. Technicians’ visit plans had been written on white boards, and material preparation before the visits was time-consuming. “The introduction of GMSS based on Microsoft Dynamics 365 for Field Services enabled the dispatchers to prepare and allocate instructions to give to the technicians. A mobile device app scheduled customer visits, periodical inspections and repair work for the technicians. Service reports can now be displayed on a screen, explained to the customer, signed by the customer, and submitted to the technician’s superior in a paperless stream, resulting in a significant improvement in work efficiency,” said Mr. Ryo Makino, a core member in charge of GMSS deployment in India, and Group Manager, Planning Group, Overseas Service Operation, Service Department. Various materials, including service materials, check sheet for maintenances, and visit histories that were used to previously store in separate locations can all be accessed from mobile devices, helping reduce the time taken to prepare them before paying the customer a visit.

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

Microsoft Dynamics CRM /

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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