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Microsoft Dynamics Nav Partners

ERP for Transport & Logistics

Transport Industry Challenges in 2022 and their Ultimate Solution 

Your technology is responsible for how your transportation and logistics operations are carried out. The best ERP for Transport & Logistics would refer to strategies for optimizing your resources and getting the delivery done in the minimum time. Route planning, vehicle maintenance, and settlement of advances are other aspects of good transportation management technology.   The covid-19 outbreak in 2020 disrupted the logistics industry with a good deal of challenges all across the globe. However, one thing that is common among all is their solution i.e., supply chain resilience. Good Logistics and Supply Chain Management Software beats abrupt hindrances keeping your business healthy.   What Are the Challenges of Transportation and Logistics Management Systems In 2022?  2020 COVID outbreak unveiled supply chain shortcomings. This situation has encouraged logistic stakeholders to pay more attention to supply chain resilience and question their remedial plans. However, traditional Transport Management Solutions may face the following issues:    Incompetent Route Management: Your order delivery duration may suffer due to inefficient route management. It can also lead to engine idling, an increased driving period, and a towering vehicle maintenance cost.  Declined Vehicle Capacity Utilization: It is one of the most general limitations of traditional logistics management systems. Your team computes the vehicle details and analyzes its capacity, this method is subject to a good deal of errors. Software like Dynamics 365 for Logistics offers just the right features to deal with the same.   Consignment Tracking Inefficiencies: To get your consignment status, your traditional transportation system may use a team to make hundreds of calls in a day. It is too much time-taking and exhausting, instead it is recommended to invest your funds in a suitable ERP for Transport & Logistics.  Increased Transportation Costs: Manual order allocation, route planning, vehicle maintenance, increased drive period, and similar activities may need a lot of workforce, resulting in increased transportation costs. Not utilizing your current vehicle capacity may lead to purchasing a new vehicle and increased expenses.   Late Deliveries: Lack of resource optimization may lead to late deliveries and loss of clients. It can severely impact the business’s goodwill and branding. It is important to adopt the latest ERP for Transport & Logistics like Microsoft ERP for Transportation, which can include all your necessities on the same platform.   How Can Microsoft ERP for Transport & Logistics Help You Overcome Logistics Challenges?  Microsoft ERP For Transport & Logistics is the best ERP for Transport Company. Having all the necessities like route planning, vehicle management, advances, trip settlements, real-time GPS fleet tracking, and much more within the same platform not only saves you time but financial assets as well. Given below are some of the most common perks of this Logistics Software.    Cut Fleet Running costs: Having techniques like bundling, cross-docking, and continuous moves being packed together can check on your fleet running and maintenance costs and avail you of optimum fleet utilization.  Manage the Entire Warehouse in One Click: This ERP for Transport & Logistics provides the best warehouse management software solution all across the globe. Having real-time warehouse data at hand encourages more meaningful decisions than ever.   Manage Drivers: Dynamics 365 Transport Management software automatically tracks driving behavior, locations, activities, license, driving hours, and any violation of conduct swimmingly. Therefore, you can claim a more polished outcome without spending too much time, and money on your manpower.   Cut Overall Costs and Increase Profit Margin: Spending less time, effort, and assets on activities like getting consignment status, tracking drivers’ information and route management cuts costs and adds up to your profit margin.   Optimally Utilize Vehicle Capacity: Having suitable strategies ready, you get just the right method to optimally utilize your vehicle capacities and cut unnecessary costs.   Schedule And Plan Trip with Live Road Tracking: Get hold of certain waypoints and instructions to create trips. Schedule journeys and pick the best routes with the least traffic.   Track Vehicles: Track your vehicle’s current location, route history, speed, site visits, and driving behavior in one click. Get real-time updates on traffic via email and text messages.   Our Final Words   Transportation and logistics businesses may stumble upon various seen and unseen challenges, especially after the 2020 Covid-19 outbreak. However, the solution is simple; Supply Chain Resilience. Microsoft ERP For Transport & Logistics provides one of the finest Fleet Management Software. If you wish to implement the solution for your future endeavors, you can Contact Trident Information Systems, a Microsoft Dynamics 365 Gold Implementation Partner, and LS Central Diamond Partner. Trident’s services help you with excellent decisions, live road and vehicle tracking, optimum vehicle capacity utilization, and much more within the same platform. Contact us for more information or demo services.    

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Restaurant Management System

5 Guaranteed Strategies to Keep Customers Happy in Your Restaurant!

While dealing with bottleneck competition in the Hospitality Industry, you have to maintain an equilibrium between staying sane and reducing the churn. It is essential to look for dynamic methods to engage more customers in your business and retain the existing ones. For that, you first have to implement an agile Restaurant Management System to support it.   Being a restaurant/ food chain owner, you may as well relate to the frequent challenges popping up such as:   Changes in marketing trends and dynamics.   Changes in customer’s experience.   Losing loyal customers.   Growth of your restaurants and increasing competition.   Our team of experts carried out thorough research, encompassed common issues, and accumulated top five strategies to retain existing customers and draw new ones.   Widen-up custom experience  Introduce quick and convenient payment methods  Deliver a wealth of information  Allow order customization  Smoothen-up their journey  #1 Widen-Up the Customer Experience  It is a good idea to engage your customers before, during, and after their dining experience, as it ultimately draws more customers to your business. In this digital era, where everyone wants a quick and smooth experience while dining, make sure they can get in touch with you via applications, mobile devices, social media, and the internet. Get a Restaurant Management System to accumulate every function on the same platform.   Some studies have shown that 70% of customers are most likely to hop back to quick service, casual restaurants, and fast casuals if they have an app that gratifies them with acknowledgment, or in other words, makes them feel “known.”  It is a magnificent opportunity to develop a robust, personalized bond, driving customers back to your business. The essence is, get in touch with the customers via their preferred channels. It can be as simple as asking them to share their favorite photos on social media or suggest new menu ideas. Also, you can offer them customized offers, promotional rewards, hold surveys to understand their taste, and implement the most demanded recipe. If you have a Restaurant Management System like LS Central, you can easily get these features at your fingertips.   #2 Introduce Quick and Convenient Payment Methods  Nothing is better than introducing a quick and convenient payment method to customers as a churn reduction method. Remove all obstructions and ensure a smooth path to your restaurant. Using Point of Sale Systems is recommended due to its flexible capacities. LS Retail ERP is an Online Food Ordering Software which helps you manage all your online ordering platforms in one place.  Even if you serve excellent food, your diners/ customers might note your service inefficiency. It can even drive them to shift their preference to your competition. Hence, ensure seamless services and avoid any vacuum formation between you and your customers.   Research by Deloitte revealed that there is an increase in customer visits of 6% and a rise in spending of 20% when customers have the flexibility to place orders and pay quickly using technology.   #3 Deliver a Wealth of Information   Diners appreciate honesty and transparency, sharing values is a great deal to them. It is one of the easiest mediums to convey that you are on the same page as them. Sharing details of your food quality, healthy eating, and sustainability ensure your restaurant will be their first preference. Thanks to the available Restaurant Management System – from websites or applications on their mobile phones to the POS System (Point of Sale) in your restaurant, data sharing has never been easier.   Customers can tap into your restaurant food detail in the blink of an eye and finalize if they want to give your restaurant a try. If you use a Restaurant Management System, all you have to do is input the data in the back-office and the system will distribute it to all the touchpoints (including loyalty apps, POS, and website). So, embrace this moment, and inform your customers   How you source your ingredients?  How you treat your staff? How your services are sustainable and eco-friendly?   Nutritional values of dishes.   #4 Allow Order Customization  While serving customers you have to make sure you offer what they want, not what you want to offer. If you want more customers to engage with your business, allow order customization. Enable enough flexibility to make changes in their order and get it delivered as per their unique taste.   Flexibility is directly proportional to scalability. A Restaurant Management System like LS Retail Software Solution can give you the flexibility you need. It has been researched that 85% of customers tend to check out the menu before finalizing a restaurant to visit. Since it is one of the top demands to be seen among customers, offering food customization facilities enhances the chances of your selection. Sanctioning food customization to their unique taste is an effective way to add value to their dining experience. Use a Restaurant Management System like LS Retail Software Solution   The success of your business relies on effective engagement between you and your customers. Also, front office coordination is something you need to focus on here. Make sure the orders are transmitted properly from the front to the back office. In this case, technology like LS Retail POS can help. It guarantees correct order transmission from the table to the accurate kitchen counter, eliminating the risk of the kitchen staff misreading the waiter’s handwritten orders.   #5 Smoothen-Up Their Journey  Your customer’s journey to your restaurant is much more than crossing the threshold. It starts right from the moment they browse through the menu via your website, mobile application, or any other medium. It is significant to integrate all the processes to assure seamless services. Think of the mediums you can use to connect with the customers and the kitchen.   How can your staff get the information they need to deliver personalized information and recommendations? How can you change your restaurant’s layout to suit your customers better and reduce waiting times? To top it off, ensure all the elements coordinate well with one another. To achieve the ultimate agility, you need

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Software for Retail Shop

Pop-up Stores: An Excellent Medium to Grow Customer Engagements

Big retail brands like French fashion Sézane are including pop-up stores in their strategies. They understand the need to physically connect with customers. With the help of Software for Retail Shop, they can easily get insights into their customers and create strategies to connect with them on a physical level. This is what Sézane did.   How did Sézane’s Pop-up Store Become a Hit?  They attracted a massive crowd in Los Angeles and asked them to check out their new launches in a pop-up store called Residence. The store displayed Sezen’s stylish collection, along with other French brands such as Bien Aimé perfumes, Ysé Paris swimsuits, and a children’s collection made in collaboration with Bobo Choses.   They also invited customers to special events like shirt embroidery and bag personalization workshops. The aim was to bring Paris’s retail store experience to the US market. For Sézane, it was a great opportunity to grab customers’ interest before establishing a permanent store.   Pop-ups for eCommerce Stores and Future Eco-conscious Shops  Pop-ups have also helped retailers to try out new locations. It is also benefiting online retail stores. With the help of Software for Retail Store, it gets easy for them to find the most suitable locations for their pop-ups. Many use the Best eCommerce Platform 2022: LS Central. Pop-up stores are a great medium for retailers with no physical store, to connect with customers physically and allow them to experience the touch and feel of the product.   Another interesting use of pop-up stores includes trying out new items and generating a buzz. In the UK, Selfridges pop-up retail gave customers a vision of what future eco-conscious shops may look like. It displayed 3D printing robots and real-time tailoring and introduced a new ownership concept  How to Use Pop-ups to Enhance Sales?  At times when customers expect great experiences in-store, but with pop-ups it’s much easier. Moreover, you can attract more customers to visit your physical or online store. We have designed a few strategies to enhance your retail business with pop-ups:   Boost Marketing and Brand Awareness   In the era of unlimited content and social media scrolling, how can you stand out in the market? Pop-up stores are a great way to grab customers’ attention and generate excitement. Since they are only for a short time, customers go out of their way to visit these pop-ups. In a survey conducted by Business Insider Intelligence, more than 50% of retailers admitted they could increase their market visibility by 46%. Software for Retail Shop like LS Central helps track customer interactions and use it for further promotions.  Finding New Partnerships   Some retailers prefer to work solo, however, some unlikely partnerships in the market could get a massive advantage from the alliance. One such example is Taco Bell and T-Mobile. They created a pop-up store to draw more customers. Those who visited T-MoBell could get their hands on surprising goodies, free drinks, and limited-edition T-Mobile giveaways.  This was just one example of a unique partnership. Such strategies allow one’s business to have a larger customer base and pull off campaigns that they would not be able to manage on their own. Software for Retail Shop also helped them organize these events. With customer insights, both partners could find a common area to set up the pop-up and offer interesting deals.   Offer Innovative Customer Experience Pop-up stores are designed to be experimental, which means you do not have to stay behind confined brick-and-mortar walls. For instance, IKEA tried augmented reality at its pop-up store and encouraged visitors to create their personalized space using touchscreens. They incorporated storage, lighting, and furniture of their choice. They were thrilled to see their dream space coming to life in front of their eyes.   Another innovative step was taken by adidas, who prompted sustainable shopping. They launched a one-day-only pop-up and encouraged alternative currency. They asked their visitors to buy a unique piece in exchange for their old clothes. They accepted clothes by their weight in exchange for a unique, one-of-a-kind, and upcycled piece.   Test New Locations Using Software for Retail Shop  Before committing to a location, you can try out different areas and see where the crowd shows the most interest. You can use Software for Retail Shop to track customer interactions and identify their interests. Also, you can use your previous interactions to find out customers from which area showed the most interest. This will help you shortlist the location you want to open your next pop-up store. A pop-up is a very cost-effective method to find and test an ideal location for your store. According to a report by Business Insider, 44% of respondents opened their pop-ups within $5,000.   Pop-up stores are catching pace among SMBs too due to their low-cost investment, temporary nature, and interaction with a wider range of customers without setting a permanent base. They are ideal to increase customer engagement. Retailers must use Software for Retail Shop to track and optimize those interactions.   LS Central is the best Retail ERP that offers CRM on the same platform. It has been rated as the Best eCommerce Platform 2022. If you are looking for a Retail ERP Implementation Partner, you can Contact Trident Information Systems, a Microsoft Dynamics 365 Gold Implementation Partner, and LS Central Diamond Partner.  

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Upgrade NAV to BC

Upgrade NAV to Business Central for NAV-Like and More Advanced Features!

If you are on NAV, you would have probably planned to Upgrade NAV to BC in the near future. However, for some, NAV to Dynamics 365 Business Central Upgrade may seem uncomfortable, but it is interesting to note that Microsoft Dynamics 365 Business Central supports the same features as Dynamics NAV. D365 Business Central offers way more advanced tools to the users. From an easy-to-use interface to cloud-driven features, to flexible customization, D365 BC offers everything a business needs. Microsoft constantly improves and upgrades its ERP and CRM to provide the best possible services to the user. There is a specific category of NAV users who must Upgrade NAV to Dynamics Business Central.   Who Must Upgrade NAV to Dynamics 365 ASAP  The user of Dynamics NAV 2015 and lower versions as their mainstream support ended a while ago.   NAV 2016 users as their mainstream support ended in April 2021.   Businesses working on NAV 2017. Their mainstream support expired in Jan 2022.   Even Though NAV 2018 versions still have extended mainstream support till 2023, it’s still safe to Upgrade NAV to BC.   How Has Navision Become Outdated?  One of the major disadvantages of having NAV is its limited mainstream support, which leaves its users on their own after it ends. However, there are other reasons it is becoming outdated, and users need an instant shift.   NAV is user-friendly software. However, it still doesn’t support consumer technology. Moreover, Enterprise 2.0 and business tools are limited, and mobile access is also restricted to cross-browser support.   The total cost of ownership is way higher in this management system than in the packaging of business essentials.   Dynamics NAV too can be extended to get a Customized ERP Solution, however, at a higher maintenance cost, ownership cost, and software upgradation costs. Not to mention, the process consumes more time as well.   There are different third-party add-ons available for D365 NAV. However, they overlap, and it gets hard, tiring, and time-consuming to differentiate one from another.  Even though D365 NAV offers advanced features to support the manufacturing process, it does not support automation easily. It is very time-consuming and challenging for the entire ERP System.   This system does not come with automation tools or integrated business management tools. However, using .NET is possible to get a different platform for development but the entire process is still difficult.   Upgrade NAV to BC to Get More Pace, Agility, and Robust Features  Dynamics NAV is extensive and provides a variety of services, including financial management, accounting, marketing, supply chain, services, BI, sales, reporting, and project management. Apart from training employees for the new solution, the users also fear losing historic data. However, the NAV to Dynamics 365 Business Central move ensures your data is safely transferred.   Here are other reasons why you should Upgrade NAV to Business Central:   You never have to worry about updating your software, as Microsoft updates the software automatically for you. It launches new minor updates regularly without disrupting your operations. For major updates, it happens twice a year, and you will be notified two days prior.   Dynamics Business Central is hosted on Azure Cloud, which means it is accessible on any device, anywhere, anytime. The best part is that you do not have to invest further in hardware, servers, and maintenance agreements.   Upgrade NAV to BC for high-end security. Microsoft engages 3,500 IT experts’ day and night to detect, protect, and respond to cyber threats.  D365 BC integrates with other Microsoft tools such as Office 365, Azure, and other D365 suites.  Business Central produces fast, flexible, and accurate business reports with Jet Reports and Power BI, Excel add-ins. AI and machine learning support equipment monitoring, forecasting, and more accurate data on time ensuring decision making.   Improved search capabilities with cleaner and more organized data in Microsoft Dynamics 365 Business Central.   The users can manage costs better with pay per use and pay-per-month model in D365 BC instead of annual enhancements.    How can Sticking with Dynamics NAV Push you Back in the Competition?  Upgrade NAV to BC to implement better flexibility and agility into your business. NAV doesn’t support automation, and customization can also become time-consuming. However, another main reason behind NAV to BC Upgrade is that Microsoft will stop upgrading it and the users will have to manage with outdated products. Not to mention, without any mainstream support, the users are on their own when there is a bug or an error. This will push them 10 steps back into the competition.   If you are looking ahead to Upgrade NAV to BC, you can contact Trident Information Systems. We are a Microsoft Dynamics 365 Gold Implementation Partner, and LS Central Diamond Partner. We have upgraded NAV to BC in various SMBs and enterprises. Our dedicated team of professionals is happy to help you anytime, any day. Contact Us Today.  

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Restaurant Management System

LS Central Helps Optimizing Your Restaurant Operations   

Are you running a flourishing restaurant where your current Restaurant Management System fails to support your growth? LS Central can help you in this case. It assists you in polishing your customer services with its robust features and tools. LS Central is a unified Hospitality ERP Software that helps you optimize your restaurant services by integrating your floor staff with the kitchen to bring what your customers ordered without delay. It provides a transparent view of your business with dashboards and real-time reports to help you create logical and data-driven decisions.   With actionable customer insights, you can create successful loyalty programs. Also, with real-time inventory reports, you will always have balanced stocks with minimum wastage. Predictive analysis will never let you go out of stock. And with automation, you will hand over monotonous tasks to the machine.   There are more features, tools, and benefits of LS Central than you can count. In this blog, we will explain how LS Central can get your restaurant at a rapid pace.   LS Central Restaurant Management System Works Wonders for Your Business   LS Central is one of the most renowned Restaurant Management Systems designed for SMBs and enterprises. It will help you:   Get Centralized Control Over your Restaurant Business  LS Central collects and stores data centrally and gives decision makers a centralized view over their business. You can access details on all your restaurant chains located in different locations from the headquarters. With real-time reports, you can decide menus, prices, and recipes according to their popularity in a certain location. Purchase mindfully while cutting wastage, look through your exhausted stocks and order the right amount. Also, you can order according to demand prediction and simply automate your replenishment. The best part of this Restaurant Management System is that it helps you manage your staff more efficiently. You can assign your staff duties that fit their talents.   No Errors with LS Central   Those restaurants that prefer to work on different software for different purposes, facing errors now and then are pretty common for them. Not to mention, the time and resources they lose on their maintenance are huge. However, this is not the case with LS Retail ERP, it is a unified Restaurant Management Software that helps manage your entire restaurant on the same platform. You can easily store and access data in one place. Easily accessible data leads to more accurate operations in less time.   Attract More Customer Loyalty and Grow your Business   LS Central Restaurant Management System stores customer data and presents it in actionable and insightful reports. Customer insights are the strongest tool to cater to your customers; when you understand your customers, their spending patterns, and preferences, you can create successful loyalty programs to attract more customers. Moreover, with a POS System, customers can place easy orders and pay easily at the table and can customize the menu. With the right knowledge, you can personalize discounts, promotions, and other offers for individuals or groups. It is essentially important if you aspire to deliver faster and more precise services.   Connect Your Kitchen Floor Staff with LS Central   With LS Central, you can link your staff to the kitchen by showing the status of each table’s orders and establishing delay-warnings. Staff members can correctly serve consumers thanks to this user-friendly graphical interface Restaurant Management System. Having a faultless atmosphere can help your management, even if your restaurant has the biggest floor. Keep track of your clients and reservations so you can handle them flawlessly and professionally. Furthermore, connecting the kitchen with staff also saves the bulk of their time. The server doesn’t have to travel from the front to the kitchen and find the right kitchen counter to transfer orders. Instead, they can simply take orders at the table and share the details with the KDS (Kitchen Display System) via Point of Sale Systems.   LS Central is one of the most renowned Restaurant Management Systems across the globe and has been serving SMBs and enterprises for a while. If you wish to implement it, you can contact Trident Information Systems, a Microsoft Dynamics 365 Gold Implementation Partner, and LS Central Diamond Partner. With a robust track of accomplishment, we have managed to acquire a massive team of technical resources, strong clientage, and various awards every year. Contact us for further information or a demonstration.  

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AX to D365 Upgrade

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

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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Bring predictability to your revenue pipeline with Dynamics 365 Sales

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

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

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

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

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

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

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

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

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