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Increase sales with AI-driven insights embedded inside Microsoft Dynamics 365 for Sales

Enable smarter selling with embedded insights Get additional insights into the hands of your sellers with prebuilt and contextual insights that are quick to activate and easy to act upon. See immediate sales results when your sellers have insights that reveal the best prospects and customers to focus on as well as the most relevant and impactful actions to take next. Show the next best step Provide your sellers with contextual, embedded insights from Dynamics 365 for Sales that reveal the next best step to move each customer relationship forward. Optimize email engagement Show sellers when and how customers interact with their emails, so they can be more proactive and responsive in their communications. Keep a pulse on social trends Provide sellers with social insights that track buyer sentiment and identify potential competitive threats. Boost seller productivity with seamless tools Provide intelligent guidance Increase user adoption and minimize training with rich,...

A ROADMAP FOR A DIGITAL FIRST BUSINESS - PDF DOWNLOAD

It used to take a company 20 years to be worth a billion dollars, now it can take just two. Industry commentators have stated that the future belongs only to the fast. New challengers, including "born in the cloud” start-ups, are disrupting markets by deploying new technologies quickly to achieve agility. For many larger organizations, the challenge is how to execute similar changes in a considered way. To reap the benefits of digital transformation, companies must understand that realizing agility and competitive advantage will look different given their greater complexity and reach. In an age of “disruption” leaders have an opportunity to reframe their ambitions. To stay competitive, organizations should pivot their thinking toward “rapid incrementalism"— looking at what defines success and altering existing structures to make the most of what they have. Instead of viewing constraints as limiting or restrictive, businesses need to realize that they can drive incredib...

Get the most out of Dynamics 365 - 7 cool easy app integrations.

Here are a few examples of ways you can get more out of your integrated Microsoft Dynamics 365 solution: Office 365 and Dynamics 365 are a powerful combination for elevating customer engagement and boosting productivity. This is especially true for the large portion of workers who are working away from the office using smartphone, tablets, and laptops. Excel: Using Excel templates, your team can automate core processes such as calculating commissions or managing forecasts. Dynamics 365 can use the data in Excel to do in-system analyses without changing applications. Outlook: By integrating Outlook, your team can add contacts from incoming emails and then track those emails even through your laptop, tablet, or phone. Create new records, view contextual information and match it up with customer information about senders, sales activities, cases, and opportunities. SharePoint and OneDrive: Your team will be able to access Microsoft Office apps within Dynamics 365, including Share...

Dynamics 365 ERP: Greater ROI

Migrating to the cloud with Microsoft Dynamics 365’s enterprise resource platform (ERP) is a smart, strategic move to help ensure the long-term health of your company. Here are some efficiencies that organizations across a diverse spectrum of industries and sizes have reaped by implementing a cloud instance of Microsoft Dynamics 365’s ERP: Greater ROI One of the biggest benefits of employing Dynamics 365 is a direct, positive impact on ROI. On-premises ERPs incur a higher operating cost since they require greater IT support, security infrastructure, and manual updating. Cloud-based ERP platforms, on the other hand, free up your organization’s financial resources to be directed elsewhere—such as product research or innovative new customer experiences. Take geosynthetics company and Dynamics 365 customer GSE Environmental, for example. The company had been plagued for years by siloed data management systems that made correlation—and collaboration—almost impossible. Worse yet, an an...

Microsoft Dynamics 365 - October '18 release overview

The Business Applications October ’18 release brings significant capabilities to enable you to transform your business. These new services and capabilities become available starting in October 2018. DOWNLOAD RELEASE NOTES PDF Enhancements to Dynamics 365 applications  include hundreds of new capabilities across Sales, Marketing, Customer Service, Portals, Omni-channel Engagement Hub, Field Service, Project Service, Social Engagement, Finance and Operations, Talent, Retail, and Business Central. We're introducing a new set of mixed reality experiences using Microsoft Layout and Microsoft Remote Assist. New intelligence applications  employ decades of AI work pioneered by Microsoft Research to make Dynamics 365 more intelligent. You can enhance sales performance and planning with the new Dynamics 365 AI for Sales application. New Power platform capabilities  combine Power BI, PowerApps, Microsoft Flow, the Common Data Service for Apps, and Power BI dataflows i...

12 THINGS YOUR ERP VENDOR WILL NEVER TELL YOU

Secrecy has no place in than ERP project Secrecy has no place in an ERP implementation project. A budget should be declared upfront and the vendor challenged to say whether project objectives can be met within that constraint. Too good to be true? Low as well as high estimates should be challenged. Inevitably, something will have been missed. My take?  I agree. However, it's not always reality.  In my experience, customers can be unrealistic about goals and their alignment to budget, because, "they don't know what they don't know".  That's my job - helping them understand where pitfalls and risks lie, the potential expense they represent, and how to manage around them.  Expecting a customer to know what can be achieved within budget, or expecting a vendor to know that the customer has taken into account relevant contingencies is fraught with danger.  Having a partner who can help both parties negotiate this tricky 'treasure hunt' is truly the key ...

Modernizing the way we update Dynamics 365

To enable businesses everywhere to accelerate their digital transformation, we are continuously enhancing Dynamics 365 with new capabilities. As we add product enhancements and performance improvements at a rapid pace, today we are announcing a set of changes in optimizing the way we deliver Dynamics 365 updates that will help you stay current in a consistent, predictable, and seamless manner. Our new update cadence aims to lower upgrade costs, provide all users access to the latest capabilities, performance improvements and offer a better support experience. Predictable updates with continuous deployment We are transforming how we do service updates for Dynamics 365 (online). We will deliver two major releases per year – April and October – offering new capabilities and functionality. These updates will be backward compatible so your apps and customizations will continue to work post update. New features with major, disruptive changes to the user experience are off by default. T...

A Better Way of Evaluating ERP eBook.pdf

DOWNLOAD eBOOK Selecting an Enterprise Resource Planning (ERP) solution is a major undertaking for any organisation. Many senior executives are battlescarred from previous adventures with ERP implementations, not all of which have lived up to their original expectations or aligned with a vendor’s promises. Enterprises today expect vendors to provide a vision of realistic ERP outcomes, stripped of hyperbole. Meanwhile the advent of the internet and cloud computing has fundamentally changed the way that ERP can be architected and delivered. ERP-as-a-service means that customers can subscribe and use the solution without the overheads of heavy capital expenditure. They also free themselves from the burden of having to maintain or upgrade hardware, infrastructure and software as this is handled by the vendor. Forward thinking vendors are now focussed on ERP solutions that deliver outcomes for the business rather than simply investing in longer feature lists to try to outrun compet...

Transform your business with Microsoft Dynamics 365 for Finance and Operations

Learn how Microsoft Dynamics 365 for Finance and Operations can help them accelerate the speed of doing business by enabling their organization make smarter decisions quickly, transform business processes faster and enable business growth.

Preparing the Supply Chain for Digital Transformation

Digital transformation is perhaps best explained as the implementation of new technologies to accelerate operations, sales and customer service, back office productivity and, ultimately, the growth of the business from end-to-end.  Supply chain management has improved leaps and bounds in the past two decades thanks to advancements in logistics, infrastructure, communications and IT. Key industries have proven adaptable and resilient through times of economic uncertainty, but they are now faced with a different type of challenge – digital transformation. Digital transformation is perhaps best explained as the implementation of new technologies to accelerate operations, sales and customer service, back office productivity and, ultimately, the growth of the business from end-to-end. Customers – who, when talking about the supply chain, can mean suppliers, channel partners, distributors, wholesalers, retailers or the end-consumers - are more educated and empowered than ever...

The Problem of Cash Flow

Many companies report huge sales figures but still lack cash to fund operations or meet current financial obligations. This is because a large majority of sales are on account, resulting in huge receivables rather than cash. Many companies are forced to turn to banks for short term financing at prohibitive costs. Some resort to third party factoring houses or sell off receivables at deep discounts which erodes the profits that would have been made from the sales. The importance of cash to a business entity cannot be emphasized enough. 82% of small businesses fail due to inability to control this critical business necessity. While this finding is specifically analyzing small business, the same principle applies across business of all sizes. Companies need to be solvent to fund business operations. They also must properly manage operating costs to be profitable. Timely collections on accounts receivable provides not only the cash flow needed to stay solvent, but it also reduces the nee...


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