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AX to D365 Upgrade

It’s High Time to Upgrade Your AX 2012 to Microsoft Dynamics 365 Finance and Operations 

AX to D365 Upgrade /

Today, almost all businesses leverage technology to surpass one another. When technology comes with exceptional benefits, it makes the competition harder. Hence, the one with the latest technology is most likely to win. As Microsoft mainstream support for 2012 ended in October 2021, businesses must Upgrade AX to D365. Nevertheless, this is not the only reason to upgrade.   In the era where the cloud rules, businesses running on on-premises technology will fall behind. In addition, Microsoft has stopped its AX 2012 upgrades, which means your services will become more and more irrelevant with time.   Some major drawbacks businesses already witness include:   Microsoft Dynamics AX is not a good choice for small-scale businesses. It majorly supports midsize to large-scale businesses.   Even Though this solution is very flexible and can be customized according to certain market needs, the dependency on ISV and partner channels can heavily cut your ROI.   You cannot get enough Cloud ERP and SaaS options if you run this software on-premises.  Upgrade AX to D365 to Get Exceptional Services   Given below are the top outstanding services you will get after D365 Migration:   Web-and-cloud Based Solutions   One of the major factors promoting AX to D365 Upgrade is its infrastructure. On one side, D365 AX is an on-premises version, which means the business will have to host it on a privately owned server. And on the other hand, Dynamics 365 for Finance and Operations is a cloud-based solution that runs by and on Microsoft Azure. The fact that cloud-based solutions are entitled to more advanced, agile, and flexible solutions makes the difference. Your business needs to become agile and flexible with suitable tools to thrive in this ever-changing market.  One of the greatest benefits of cloud-based solutions is that you do not have to manage the entire ecosystem yourself. Your service provider is responsible for all your upgrades and updates. AX to D365 Finance and Operations Upgrade will support your software on any browser and OS wherever you want.   Consistent Upgrades   Upgrade AX to D365 to get a consistent iterative list of upgrades. The best part is you can install or disable whatever feature you like. You can even pause three upgrades in a row with no fuss. Make your software feature-rich and powerful, and access only the tools you need. Not to mention, this will also save your IT team a bulk of their time.   Since the updates are automatic, your IT team doesn’t have to engage there. Assign them other development projects that count. AX to D365 Finance and Supply Chain Management Upgrade ensures you are on the most up-to-date technology.   Extensively Innovative Tools   If you Upgrade AX to D365 Finance and Operations, you can tap into a plethora of different tools and features designed for different industries. Microsoft is said to have 3700 vertical solutions crafted for different industries. Associated features include human resource management, manufacturing management, purchasing management, inventory management, sales management, quality management, and product technology.   Combining all these features on the same platform presents Microsoft Dynamics 365 for Finance and Operations: an ERP solution that supports every business type, size, and industry.   Intuitive Interface   One of the most noticeable differences between Dynamics AX and Dynamics F&O is their user interface. AX has a standard user interface that can only be used via desktops. Dynamics AX, however, has a friendly user interface and can be used via different browsers, and mobile devices which encourage remote work and support anywhere access.   Additionally, after the AX to Dynamics 365 Finance and Operations upgrade, the user can access workspaces where they can create custom queues and links to get them through day-to-day tasks.   On-demand Scalability   Upgrade AX to D365 and get scaling capabilities whenever and wherever you need them. In contrast to Dynamics AX where scalability was a big concern, Dynamics 365 Finance and Operations gives you the flexibility you need in a growing business. Furthermore, it is excellent to support your business in a rapidly changing environment.   You don’t even have to make a single upfront investment; you can pay in monthly subscriptions too. You can initially get the very minimum service package and increase resources as per need.   If you are looking forward to Upgrade AX to D365, you must get a suitable partner first. It is suggested to choose from a Microsoft Dynamics 365 Gold Implementation Partner. It’s perfect if they are old enough in the market, such as Trident Information Systems. We are a Microsoft Dynamics 365 Gold Implementation Partner and LS Central Diamond Implementation Partner. With a robust track of accomplishments, we have gathered impressive clientage and helped them thrive in the market. If you want to add yourself to the list, Contact Us.  

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Machine Vision System

Get Consistent Quality Inspection in Your Automotive Plant  

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Do you want to know how your competitors are getting ahead of you with fast and good-quality production? Seems like magic but it’s technology instead. Many big industrialists have adopted advanced technology in their automotive plants i.e., Machine Vision System. A technology based on AI (Artificial Intelligence) ensures they get the best production. In contrast to traditional inspection methods, where nothing can be done without human assistance, a Defect Detection System ensures you get consistency of work with no human interference. Traditional inspection methods are prone to various challenges such as:   Inconsistency in inspection due to different perceptions and environmental factors.   Too much floor space coverage which leads to accidental bumping and slow item transfer.   Accidental bumping may cause conflicts among workers.   The absence of workers hampers consistency of work.   Human eyes may miss certain defaults.   Delay in reporting is common in human-based inspection.   Traditional inspection cannot match the efficiency of the machine. The Machine Vision System, on all levels, is better. It ensures more fluency, speed, and quality than the old-school methodologies.   Manufacturing Defect Detection Ensures Threefold ROI  With greater accuracy, consistency, low-to-no human dependency, and greater speed, the Machine Vision System can bring you three times more ROI (Return on Investment).   Consistency of work: One of the major benefits Manufacturing Inspection Software provides is consistency. Even if your staff is absent, the flow of work remains consistent, 24/7. This technology helped during the most unexpected times i.e., the COVID pandemic.   Low risk of errors: The risk of errors declines with a low human interference rate. Hence, you can get speedy and error-free production to provide defect-proof items to the customers.   Free floor space: With less human dependency, the floor space remains free which leads to a smoother flow of moving goods. Furthermore, there are extremely low risks of employees bumping into one another and getting involved in unnecessary fights.   Fast Reporting: The machine flashes an alert as soon as there is a defective product on the conveyor belt. It is much faster than a human-based inspection.   How Does Machine Vision System Work?  A Vision Inspection System relies on digital sensors protected within the industrial camera. It acquires images and specified optics to let the software and computer hardware analyze, process, and calculate different characteristics to support final decisions.   An AI-based Machine Vision Inspection such as the Vision Intelligence System by Trident Information Systems does not need consistent modifications as it can detect defects with accuracy in a similar environment. It successfully eliminates human interference and allows an ongoing, 24/7, and accurate quality inspection.    How Vision Intelligence System Detects Defects with Consistency?   Being one of the most competitive industries, automotive manufacturers require technology that rockets them ahead in the competition. The Machine Vision System can be their knight in shining armor. It can detect:   Visual defect detections: dents, scratches, burr, and chips.   Dimensions: dimensional accuracy i.e., if a product is in the right shape and size.   Spectrum monitoring: it checks if the product is in the right spectrum of color or not.   Labeling: Detects if the labels are present in the right place.   Barcodes: OCR/ DMC/QR/ Barcode reading etc.   Measure, gauge, guide measures the angle of O tips, dimensions of the outer and inner diameters of O rings, as well as the edges and label positions.   Why Vision Intelligence System?  Trident’s Vision Intelligence System ensures a tangible and valuable Manufacturing Intelligence System which helps produce better quality products and processes. The best part is it minimizes waste by providing valuable insights into how you can enhance your quality with the least wastage. Furthermore, you can get a lot of tangible and intangible benefits such as:   Interpretation of upcoming defects and aids in preventing delays   Identifies the cause of an issue and optimizes resources.   Cuts time with digital defect-reporting operations.  Abolishes the need for product sampling.  Real-time core analysis of a defect.   Enhance your quality inspection environment and optimize business operations using Vision Intelligence System. This Machine Vision System guarantees a boost in output in less time. Further, AI technology makes it even more convenient to use. It works perfectly fine in a similar environment without additional effort. If you wish to get a demonstration or are just curious about it, you can contact us anytime. Our team of experts is more than happy to help you.

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

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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

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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.

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Reinvent business productivity with Microsoft Dynamics 365 and Microsoft Office 365

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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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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

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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

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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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Dynamics 365: 2020 release wave 2 plan

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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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