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Boost Business with Dynamics 365

Do you really need a centralized ERP/ CRM? What difference would it make anyway? If that is something you are also wondering about, we have answers to that. Microsoft Dynamics CRM is one of the greatest centralized ERP/CRM service providers offering numerous in-built features and add-ons. Various entrepreneurs tend to use different software programs designed to manage either of them, or this is where issues emerge. They perceive it as a cost-cutting measure. Nevertheless, they are most likely to fail to achieve it. Integrating multiple software for ERP and CRM sources has more complications than maintaining harmony. It becomes a pain to manage different software integrations on premises. There is no data safety, once the hardware gives up, you may end up losing all data essential to run your business. Additionally, setting up hardware and carrying out regular upgrades are costly and exhausting affairs. There are three signs you need centralized ERP/CRM: Your current system is not helping you scale You are done dealing with disparate systems You are unable to fulfil customer expectations. How Would You Know Dynamics 365 is the One? There is a pool of CRM products out there. So, how would you recognize if Microsoft Dynamics is the one for you? We have compiled the top six reasons to ensure Dynamics CRM Software efficiency. Easy to Deploy Microsoft Dynamics 365 CRM Software avails enough flexibility to deploy in the cloud or the hybrid cloud environment. It is easy to manage deployment in whichever way you want. Since it is a cloud-based technology, it suits best for companies with a BYOD policy. Employees can easily access D365 applications via a web browser, Outlook, or any other mobile app. Enhances Customer Service Dynamics 365 for Customer Service collects massive customer data individually. It analyzes websites that each customer visits, how they interact with brands, their community, and background, and their sentiments behind purchasing a specific product. It also collects data that cannot be measured quantitatively but impacts sales significantly. This data helps customer service representatives to handle each customer precisely on a case-by-case basis. Having this data available in an accessible location, the representatives can deeply connect with the customers. Ease of Microsoft Products Employees can enjoy the ease of working with Microsoft since Dynamics 365 for Operations is compatible with other Microsoft products including the complete Microsoft Office suite. Employees can easily communicate via Outlook or teams, use Power-BI for data analysis, or share PowerPoint for documentation. Customizes with Flexibility Microsoft Dynamics 365 comprises various in-built features and modules to streamline customer service, sales and marketing, field services, and project management. However, if your requirements are a bit different than what has been provided, you may want to use the customizable tool designed to add additional fields and new objects to the system. Your Customization does not finish here, you can still add or remove certain features to meet your budget, goals, and Key Performance Indicators. Reduces Sales Cycle Your team handles a great deal of customer data every single day- whether they are working in the field or the office. It is a complicated and time-consuming process. Dynamics 365 for Sales and Marketing ensures sales cycle reduction with real-time easy data transfer, providing a complete view of each aspect of your sales journey to relevant people. Boosts Productivity Instead of accessing different applications individually like CRM, ERP and Office applications, etc. access data anytime with Dynamics 365. Forget those times when data searching was a tedious project, where different data was stored in different applications. Instead, with Microsoft, you can even avail yourself of real-time data from any device. Get real-time visibility and boost productivity. Microsoft Modules Microsoft’s D365 Modules ensure smooth business operations, continuity, data backup and safety, and automatic updates, resulting in increased efficiency and output. Sales Identify the exact customer to engage, shorten sales cycle within a unified environment, get insights from LinkedIn Sales Navigator, access contextual LinkedIn profiles and insights as a part of lead, account, contact, and opportunity record. Get visibility on the accurate data via Microsoft teams. Cut down routine tasks and get frequent suggestions to create new records such as meetings, contact tasks, and so on. Marketing Engage customers in real-time, understand customers based on their interactions across mobile, email, social media, custom channels, and in-person touchpoints. Use AI recommended unique content and offers to increase engagements. Optimize delivery times, channels, and journey steps so they are unique to the customer. Unify and share customer data more securely. Align teams throughout the company with a real-time single view of customer context over your D365 applications. Service Get visual assistance for modern self-service solutions, resolve issues quickly with AI-powered virtual agents. Get a complete view of your customers, avail your agents of a holistic view of the customer’s profile and their past interactions. Help agents get faster answers with AI-Powered suggestions. Analyze comprehensive support insights with built-in AI. Detect emerging trends and automation opportunities over agents, support topics, engagement channels, and so on. Finance Get real-time and accurate reports on your cash flow. Monitor cash flow, spot current as well as future trends and make more data-driven decisions. Automatically process vendor invoices. Save time and labor costs by submitting invoices automatically. Deploy new subsidiaries and product lines in record time. Adapt to the dynamic regulatory environment fast. Optimize a guided, rules-based chart of accounts and low/ no-cost globalization services. Supply Chain Centrally manage product information across global sites and subsidiaries. Forecast demand and streamline sales via AI, ensuring accurate on-time delivery to customers. Enhance inventory visibility, deliver cross-channel real-time inventory visibility, minimizing overstocking or stock-outs. Manage the shop floor with the current view on production and stock to enhance throughput. Human Resource Seamlessly work with Microsoft Teams to and keep a record of time-off balances while submitting leave requests. Create compliant and creative programs meeting dynamic global regulations. Create compliant and competitive programs meeting changing global standards. Connect with other effective HR solutions including payroll, talent management, LinkedIn, and recruiting to create an HCM ecosystem check-marking all your boxes. Why Trident? Trident has served multiple businesses since 1999. Backed up with an experience of 22+ years and a full-fledged team of experts, we have been ordained with multiple awards for our efforts and efficiency.

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How to Create an Intelligent and Adaptable Supply Chain Management?

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Before the pandemic, flexibility in the supply chain was a luxury, a differentiator. Now we realize that it may be the key between survival and failure. While we are not anticipating another event of magnitude and speed with COVID, which impacted supply chains, it can be expected that our industries will continue to revolutionize. With the right technology such as Dynamics 365 for Supply Chain, you can present yourself as a new competitor or business model, the most important thing will be to have the flexibility to navigate unknown seas. The pandemic has undoubtedly been an event that has transformed the world. Its drastic arrival, the uncertainty it generated, and the continued speculation about what a new normal will has had us guessing the direction in which we should continue as companies. More than anything, the crisis evidenced our ability to react quickly. Those businesses that were prepared and could adapt succeeded, those who did not face the harsh reality: they are not flexible. There are various challenges that the supply chain comes across such as: Cost Management: Costing plays a vital role in supply chain management, especially in the current era where the cost of energy, raw material, and labor has increased due to economic constraints. If the cost is not properly done, it gets hard to keep up with continuous production and providing customers with excellent quality products at affordable rates. Unforeseen Delays: It might be easier to procure materials and products than delivering them. As one of the major and most common issues in supply chain management, you are most likely to face delayed deliveries which are going to impact your business in one way or another. You may even up deteriorate your market reputation or even worse, your customers might hop on to your competitors in search of better services. Improper Forecasting Techniques: You cannot expect a calculator and speculation to be a comprehensive demand forecasting toolset. If you are still holding up to these stale and outdated methods, you are much likely to encounter losses. There is an urgent need to adopt a solution that offers smart and reliable tools to make demand forecasts. Inventory Management: Lack of visibility of your inventory and being unaware of your inventory levels can cause serious obstacles. Even with the technology available, many businesses are still following outdated inventory management which often provides inaccurate data. Beef Up Your Supply Chain with Microsoft Dynamics 365 In current scenarios, the best way to upgrade your supply chain management is to adopt a unified Supply Chain ERP Software such as Dynamics 365 for Supply Chain, it has all the flexibility and agility you need to get rid of these issues within the same environment. It is recommended to upgrade your current ERP to the cloud and reap maximum benefits. You can upgrade your Supply chain with the help of the following measures: Get Real-Time Visibility Visibility is as important for your business as profit. Having a disrupted information flow from one of the supply chains to another can lead to chaotic outcomes such as poor customer services, excessive investment in inventory, revenue loss, and so on. This is also known as the “bullwhip effect.” Having better data matching the actual demand and supply can reduce the bullwhip effects to a great extent. This works for both internal and external company effects. D365 for Supply Chain is a suitable supply chain software that can extract real-time data and present it in the shape of graphical dashboards for a better simple interpretation. Adopt Smart Inventory Management Managing inventory is one of the most crucial tasks of all time. Adopting advanced inventory management technology can eliminate the risk of storing excess inventory, obsolescence and enhance flexibility and responsiveness. Microsoft Dynamics 365 for the supply chain offers a set of tools and data for effective inventory management. You can have first-hand smooth and effective inventory control. Make Replenishment Strategies Inventory replenishment is also known as stock replenishment, which refers to moving the inventory from reserve storage to primary storage and then to picking sites. Keep in mind that replenishment might refer to both raw materials as well as the product. Adopt suitable inventory replenishment methods and keep up with the balanced inventory level which is crucial to provide customer satisfaction. Get an appropriate ERP for the supply chain to make replenishment strategies. Preferably pick a unified solution to save yourself from excessive costs and technical complications. Plan and Forecast Demand Consider real or projected customer requirements and distribution networks to plan and forecast demands. Adopt forecasting techniques suitable for each classified product. Associate sales and operational planning to assess future demands. Spot customer demand driving factors such as promotions, discounts, product mix, etc. to strengthen future demands. Compare the actual results with the forecast to make necessary adjustments. Also, share the statistics on demand with the supplier and customers. Optimize Inventory Management Upgrading to a smart technology such as Microsoft Dynamics 365 to optimize inventory management, on ground level, inventory management seeks answers to three simple questions, what needs to be stocked, its quantity band, when does it needs to be ordered. Upgrading to such technology you can get better insights into your inventory using the actionable intelligence from the previous sales, supply chain, and purchasing data. Improve Product Quality With an increase in product complexity and the emergence of product variations, the supply chain is influenced globally. With Microsoft Dynamics 365 you can get better control and visibility into the lifecycle and evolution of the product. Automate the product release and acceptance operations and make the right people are at the right place to take orders and make modifications. Conclusion Being a massive operational task, supply chain management is prone to multiple challenges. However, there are suitable solutions available in the markets such as Dynamics 365 for Supply Chain. We recommend choosing a well-experienced partner such as Trident Information Systems, one of the oldest and most renowned Supply Chain ERP Software Companies. We have been serving multiple businesses for the past 2 decades. For further queries contact us.

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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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6 strategies to boost sales productivity – Microsoft Dynamics 365

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Read here How Microsoft Dynamics 365 helps in Sales, Read 6 strategies to boost sales productivity.

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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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Reimagine productivity with Microsoft Dynamics 365

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Transform business process automation and people productivity with Microsoft Dynamics 365 and the Microsoft Cloud

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Reduce supply chain disruptions with AI, IoT, and mixed reality

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Disruptions in global supply chains have significantly increased over the last decade, fueled by a myriad of triggers ranging from trade wars, demand surges from social marketing, natural disasters, and most recently, the recent COVID-19 pandemic. Updates to Microsoft Dynamics 365 Supply Chain Management in the 2020 release wave 1 help organizations proactively transform every aspect of manufacturing and supply chain operations to reduce disruptions. These new and updated capabilities drive automation and reduce downtime using IoT and mixed reality, and provide the agility to re-plan production in real time to dynamically changing demand. In fact, the agility enabled by Supply Chain Management is currently being leveraged by a consortium of major UK industrial, technology, and engineering businesses from across the aerospace, automotive, and medical sectors that has come together to produce medical ventilators for the NHS. Reducing the risk of supply chain disruptions As the threat of disruptions increase, companies are pressured to ask if the supply chain is ready for the next event, pushing them to build a more resilient supply chain to ensure business continuity for them and their customers in the most cost-effective manner. More companies will start buffering for risks and move from a “Just-in time” mentality to a “Just-in case” mentality. Factories will need to transform rapidly to adapt to change, serving a wider range of products produced in smaller batches with lower set up time, faster throughput, and the ability to quickly respond to fluctuating demand and customer expectations. Companies are likely to move from single supplier to multi-supplier and single location to multi-location models for mission critical parts even if it is cost prohibitive in order to reduce the impact of supply chain disruptions. To reach this optimal state of agility and delivery speed, manufacturers need to adapt every aspect of the supply chain to enable tools, equipment, and people to become instrumented, interconnected, and intelligent—a state of persistent adaptive learning and optimization as more data is available to tighten links between manufacturers, suppliers, and customers. The latest release from Dynamics 365 Supply Chain Management enables customers to reach this optimal state by proactively transforming their manufacturing and supply chain with predictive insights and intelligence from AI, IoT, and mixed reality—across planning, production, inventory, warehouse, and transportation management—to maximize operational efficiency, product quality, and profitability. Train workers faster with integrated mixed reality learning experiences Dynamics 365 Supply Chain Management is now integrated with Dynamics 365 Guides to help mainstream mixed reality for manufacturing. Companies can deliver a faster ROI by getting the workforce trained sooner with fewer trainers and with an interactive learning experience. Workforce efficiency can skyrocket with step-by-step instructions that guide employees to the tools and parts they need and how to use them in real work situations, available at a glance on a Microsoft HoloLens device that keeps their hands free to do the work. Dynamics 365 Guides can not only eliminate costly errors in production but also improve workforce safety. Companies can significantly reduce asset downtime by making asset maintenance skillset-agnostic and avoid costly waiting time for a specific expert to perform maintenance on an asset. The guides are extremely easy to author and do not require any coding. A guide can be authored by simply writing the step-by-step instructions on a PC followed by picking and placing the holographic parts and inbuilt icons on the machine where the work is happening. Introducing Dynamics 365 Guides for HoloLens 2 Dispatch the right resources at the right time Dynamics 365 Supply Chain Management is now integrated with Microsoft Dynamics 365 Field Service. Customers can significantly reduce downtime of geographically dispersed mission critical assets by automating field service operations so that the right resources—workforce, machines, parts, and tools—are available at the right place, at the right time, to proactively maintain them. Companies can improve the overall equipment effectiveness (OEE) of their geographically dispersed mission critical assets by performing predictive maintenance based on real-time performance data from IoT and field data from Dynamics 365 Field Service. Traditionally, disparate systems hinder the ability to accurately forecast demand for critical and expensive parts frequently used in both service and new production. Due to lack of forecasting for service demand, companies constantly take parts from production to fulfill the service demand, and vice versa, to deliver good customer service. This often creates a shortage for new production and significantly impacts on time delivery to new customers. As a result, the company is unable to deliver a delightful customer experience on both fronts. This integration will eliminate the need for disparate systems and significantly improve the forecast accuracy of these mission-critical parts due to real time tracking in the service supply chain. Seamlessly integrate IoT capabilities Dynamics 365 Supply Chain Management now offers out-of-the-box IoT capabilities that leverage Microsoft Azure IoT Hub to connect signals from mission-critical assets with business transaction data. Manufacturers can improve uptime, throughput, and quality by proactively managing shop floor and equipment operations with a real-time view of their entire production and stock. This will significantly reduce costly downtime of business-critical equipment by performing predictive maintenance before disruptive failures occur. There is no coding required to implement these out-of-the-box IoT scenarios on your manufacturing floor today. Dynamics 365 Supply Chain Management and IoT Intelligence customer spotlight with Majans Improve on-time delivery with real-time production planning The Planning Optimization Add-in for Dynamics 365 Supply Chain Management enables companies to improve on-time delivery by performing production planning in real time, accounting for dynamically changing customer demand, material availability, and capacity constraints across multiple sites and warehouses. It also enables customers to improve inventory turns by right-sizing inventory levels based on dynamically changing customer demand and capacity constraints. This helps eliminate excess and reduces slow moving inventory. Planning Optimization Add-in for Retail and Distribution is available and Production planning is currently in preview.

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New AI features connect and extend insights across the organization

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Today we’re unveiling new and enhanced artificial intelligence (AI) capabilities across Dynamics 365 applications, as well as a new solution to help project-centric services organizations transform their operations. Joining more than 400 new and updated features in the 2020 wave 1 release, these new capabilities expand a fast-growing set of applications powered by AI-driven insights, and further propel our vision to empower every organization to unify data across the business and use it to power personalized customer experiences and processes. Personalize customer experiences with unified data and unmatched time to insight Customers expect personalized and consistent experiences across every touchpoint. Many organizations, however, struggle to modernize the customer experience, often due to disconnected systems and data siloes that can’t deliver the full picture of the customer’s journey across websites, purchases, service calls, and mobile apps. Updates to Microsoft Dynamics 365 Customer Insights, Microsoft’s customer data platform (CDP), will help solve these issues. We’re introducing new first and third-party data connections to further enrich customer profiles that can be updated and activated in real-time, as well as enabling deeper insights with Microsoft Azure Synapse Analytics. Customer Insights will now uniquely enrich profiles with a combination of proprietary audience intelligence and 3rd party data sources such as demographics and interests, firmographics, market trends, and product and service usage data. Customers can also integrate Microsoft Forms Pro, the simple, powerful enterprise survey solution, to bring in the valuable voice of the customer across channels, allowing organizations to act on insights based on changing customer behavior and perception. All of this comes together to create a holistic, 360-degree view of a customer and to update those customer profiles and activities in real-time enabling organizations to know their customers and improve engagement. Customer Insights is built on a powerful and flexible platform that enables full extensibility. Organizations can derive deeper insights by using Azure Synapse Analytics, which combines customer data with enterprise and streaming data to improve data completeness, run high-speed analytical processing, and build custom machine learning models. This allows organizations to predict customer needs with insights and get guidance on the next best action to reduce churn and capitalize on revenue opportunities for the lifetime of a customer relationship. Organizations can act upon these insights in real-time across multiple destinations through prebuilt APIs to enable onsite clienteling, website personalization, dynamic marketing campaigns, and effective ad targeting. As part of the wave 1 release, we’re expanding the availability of Customer Insights to government cloud computing (GCC) environments helping to improve the citizen experiences essential to modern government. This means our government and public customers with higher compliance needs can now leverage Customer Insights to better understand and interact with citizens, empower employees, and transform cities at scale. Automate sales forecasting with predictive analytics In addition to expanded AI capabilities on our customer data platform, we’re extending the ability for sales professionals to forecast sales more accurately and introducing a new, unified engagement center for inside sales representatives. Available now for Dynamics 365 Sales and for Dynamics 365 Sales Insights, new manual and predictive forecasting capabilities empower sales organizations to have a better understanding of the pipeline, more accurately predict results, and gain visibility into future performance. The predictive forecasting capabilities enable the proactive decision-making needed to meet sales goals. Dynamics 365 does this by extracting patterns from customer relationship management (CRM) data, current and historical leads, won or lost opportunities, contacts, accounts, customer interactions such as emails and calls, and more data sources, and then projecting these patterns into the future. Best of all, anyone can access the insights, no data scientists or tech experts needed (a big change from some other forecasting systems). With a new engagement center designed to accelerate sales, we’re giving each inside seller a streamlined way to quickly triage, research, and engage new leads or opportunities. This provides them with their own prioritized work queue to take action on the highest priority leads and tasks based on built-in predictive scoring from Dynamics 365 Sales Insights and new, configurable sales cadences. The experience helps sellers stay in the context of Dynamics 365 and quickly move from one lead or opportunity to the next in an AI-prioritized work queue, without needing to switch views to take the next best action. Additional embedded AI capabilities offer sellers a path to a warm introduction, and guidance from the assistant. Transform the back office with AI-infused finance insights Not only are we expanding AI capabilities for customer and sales insights, we’re also bringing the power of AI to the finance department. Microsoft Dynamics 365 Finance Insights, coming to preview in May, accelerates your digital transformation by bringing the power of AI into your finance processes. As organizations look to make decisions rapidly, reduce risk, and focus on strategic initiatives, it’s critical to free finance from repetitive, time consuming and low value daily activities. Leveraging the power of AI, Finance Insights enables you to not only quickly understand and act on your company’s cash position, but also to take proactive action to improve it. Menial tasks are automated or removed, the barrier of developing or hiring AI-expertise is bypassed, and you’re left with insights to move your business forward. Our continued investment in expanding AI capabilities across Dynamics 365 helps your organization accelerate digital transformation initiatives while empowering employees with insights to drive better business outcomes every day. Optimize project success and profitability with the ability to drive operational excellence across service-centric organizations How people work today has changed, as has the way organizations run their business operations. Companies across all industries are innovating business models to support project-centric service offerings. And while business optimization has gotten easier with the rise of mobile and cloud technology, organizations continue to stitch together systems and struggle with managing data across disparate systems. These data silos within project-centric businesses and teams are negatively impacting business model transformation, customer acquisition, employee retention, project delivery, and business profitability. Today we’re announcing a new Dynamics 365 application that connects cross-functional project teams, providing the visibility, collaboration, and insight needed to drive the success of project-centric organizations. Microsoft Dynamics 365 Project Operations, which will be generally available on October 1,

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

Uncategorized / Trident Information Systems

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

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7 Reasons to have a Retail-oriented Solution to Unite E-commerce and ERP

Retail ERP Software / Trident Information Systems

[vc_row][vc_column][vc_column_text]Solely brick-and-mortar retail is gradually have become the exception rather than the norm. Increasing numbers of consumers have welcomed the convenience of online retailers, allowing them to evaluate items in less time and make purchasing decisions rather than visiting various physical stores. In everyday market research, 81 percent of consumers use phones and tablets. In reply to these developments, businesses try to boost revenues by embracing ecommerce and spreading to other platforms. Yet each new site introduced by marketers raises the difficulty of their distribution chain. To integrate all channels information to make good enterprise-wide choices, they need new digital resources. To establish a consolidated database of all purchases, clients, and goods, several retail businesses prefer to incorporate their ERP implementation services with each of their distribution channels. There are however some clear benefits of using an integrated solution designed specifically for the retail sector over integration solutions for common use applications. Below are some features of built-in retail integration solutions that show the requirement of customization for a common integration framework: 1- Flexibility Over Retail Vhannels All businesses move toward cohesive user experiences. Retail-specific integration solutions enable different systems, like your point-of-sale (POS) and ecommerce system, to import and then use product descriptions into your Retail ERP Software. It means you have the same range of products throughout all the product lines, while constantly pricing and discounting those items. 2- Omni Channel Experience Retail integration solutions offer services for Omni channel purchase-online pickup-in-store (BOPIS) fulfilment which enables customers to buy an item from one channel and deliver it from another platform. They might buy a product at a retail outlet, for instance, and have it shipped to their house, or they might order it online and pick it up at a local retail outlet. The retail-specific integrated system manages ZIP-code searches for shop inventory, and shares shop pickup information between systems. 3 – Inventory Clarity Retail connectivity solutions provide an accurate representation of product availability by synchronization of inventory data throughout networks and systems on a routine basis. Entities can even merge individual warehouses and shops into satisfactory groups to enhance the control of the distribution chain. 4- Client Information Integration Your Retail ERP system will exchange customer data with your online store and other channels, using a retail-specific implementation solution. Customer data must stay consistent over digital and physical platforms and will avoid redundant information. Such knowledge could be used to generate and monitor purchase requests, and to improve loyalty program management. 5- Unified Loyalty Program A retail integration solution makes it much easier to operate a single loyalty program with consumer, pricing, and discount information integrated into your Retail ERP system. You will receive and redeem coupons, gift cards, and loyalty points across all platforms, creating better customer satisfaction and higher participation levels than a channel-specific rewards program. 6 – Single Integration Solution for Payment A retail-specific integration approach increases time to value by offering preloaded integration with major payment service vendors. The use of one integrated system for processing payments, order processing, customer data, and product inventory offers greater efficiency and lower production costs than multi-integrator dependence. 7 – Managing Multiple Languages and Currencies Retail integration technologies are planned for retail operations around the world. They have help for managing multiple languages and currencies, so you can quickly set up physical or online stores in new geographical regions. Conclusion Integration solutions intended for the retail sector provide many out of the box that would involve many months of costly customization to accomplish using platforms for general purpose integration. Trident Information Pvt Ltd provides a flexible and versatile integration solution which many international retailers use. For more information on the power of retail-specific integration, contact Microsoft ERP Partner Trident Information Pvt Ltd on https:/tridentinfo.com/contact/ [/vc_column_text][/vc_column][/vc_row]

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