Editable Grids and Relevance Search Enhancements in Microsoft Dynamics 365

You were introduced to Microsoft Dynamics 365 in an earlier post.

Now get introduced to Editable Grids and Relevance Search Enhancements in it.

The new Editable Grids offer various capabilities such as Inline Editing, Grouping, Filtering and Sorting of Columns. End Users can find them at the Entity Level, in a Dashboard and also in Sub-Grids inside a Form. Editable Grids are supported on forms in the Dynamics 365 Web Client, Dynamics 365 for Tablets and Dynamics 365 for Phones.

As far as dashboards are concerned, Grids are available in Dynamics 365 for Tablets and Dynamics 365 for Phones.

Some of the tasks that Editable Grids make possible are:

1. Editing rows with most Dynamics 365 field types
2. Grouping and Filtering on any and all columns falling in Current View
3. Sorting all sorts of Columns in the Grid
4. Moving, Adjusting and Paginating Columns in the Grid
5. Showing Lookup Values based on the Value of the Field of the Related Entity
6. Showing Calculated and Rollup Fields As Read-Only, alongside associated last Updated Date
7. Enabling and Disabling Fields based on Security Role
8. Exporting Editable Grids to Excel and Integrating with the Chart Panel
9. Toggling between a Read-Only Grid and Editable Grid
10. Saving the User State (Filters, Sorting and Adjusted Columns) within the Session
11. Using Business Rules and Complex Grid Logic based on Events, including Saving and Updating Records
12. Using Command Bar Actions and Buttons

These sure are set to increase curiosity in Microsoft Dynamics 365 for Customer Services as end users will feel they will get to do more while attending to customers. If these Grids are anything to go by, then you can proceed to check Relevance Search Enhancements.

Relevance Search Enhancements in Microsoft Dynamics 365 comprise the new Facet and Filter support, using which you can drill into as well as explore search results without the need to refine search terms repetitively. There are 4 global facets for Relevance Search, shown by default on the left side of the Relevance Search Results Page, mainly Record Type, Owner, Modified On and Created On fields sharing commonalities with almost all Dynamics 365 entities shown below:

 

Users selecting specific entities in the Record Type facet get to see a list of entity-specific facets, which they can choose from eventually. So if they happen to Select Account Entity, they will get to see additional information about the Account’s Annual Revenue, alongside the Industry they happen to be in and also the Primary Contact Information. Also, the Facet List is configured by an Administrator and in case you wish to view some other kind of information as well, you can contact your administrator for the same.

1. Documents attached with emails and appointments can now be searched in, besides those attached with a note
2. The Option Set and Lookup Fields are searchable as far as this release is concerned
3. There is added support for showing results for shared records

So this was about Editable Grids and Relevance Search Enhancements in Microsoft Dynamics 365.

New Dashboard in the Latest Microsoft Dynamics AX Upgrade

The world is busy talking about everything it loves about the latest Microsoft Dynamics AX upgrade. The New Dashboard in it is a move of sorts made by Microsoft to revamp end user experience. What does it hold in store and why is it being praised so highly?

To begin with, workspace in the latest Microsoft Axapta upgrade is a blend of colorful tiles that make it easy for end users to view to-do tasks, urgent actions and other work-related activities. This latest feature in the most recent Microsoft Dynamics Axapta upgrade enables end users to share common tasks and activities with other end-users. The LCS Task Recorder is meant to facilitate recording and explaining tasks and keep others informed. Two distinct browsers can also be linked which enables users to collaborate side-by-side on a double screen. The move is an aim to empower the Production Planner and eliminate clicks.

The Dashboard in the recent MS Dynamics Axapta upgrade is a new navigation measure. It is the first page users get to look at. It contains tiles that display important information from the system. It has the content that was earlier displayed in Cues on Role Center pages in AX 2012. At any point of time, one can return to the dashboard by clicking on the Navigation Bar at the top of the Application Frame.

The Dashboard has a massive section of workspace tiles and might also feature a Getting Started Tool which may otherwise not be visible in the preceding screenshot. The workspace tile section in the dashboard is built from a menu structure with its root being in the NavPaneMenu menu. The menu has been modified through a set of menu extensions and these have one or more tile references corresponding to the tiles users get to see in that particular section.

The default dashboard contains:

1. Navigation Bar: This is at the top of the form and contains buttons that are Go to Dashboard, Navigation Search, Company Select, Show Messages, Help, Feedback and User.
2. Navigation Pane: This can be read about in detail here.
3. Workspaces: These are designed as the starting point for all the daily work done on the premier enterprise resource planning software. They are pages collecting all the information and functionalities necessary to perform specific tasks.
4. Calendar: This highlights the Session Date, used as default value for the posting date in the current session. The initial value for the session date is the current date. The calendar helps set it to a different date.
5. Work Items: These refer to the workflow management.

This was all about the New Dashboard is the most recent AX upgrade. Companies across Australia should get a Microsoft Dynamics Implementation done immediately if they are to enjoy working on it.

Social Media Analysis With Microsoft CRM Application

Social media has become indispensable in our lives and is very instrumental as far as connecting with others is concerned apart from other things such as shopping, praising, and even complaining. Businesses have realized this and are integrating their software with popular social media tools so that whenever customers ask about their latest offering, they always have an answer ready as they know about the latest that trends in popular social media.

More importantly, it is consumers too who are equally active on social media and have their own discussions, debates and threads going on regarding new product launches. If something is liked, it is discussed fast. If something is not, it is immediately pulled down and a hate campaign spreads within no time.

In the midst of all this, there is the most popular customer relation management system companies cannot seem to do without. It is the Microsoft CRM System. A CRM Implementation of the same is done to serve customers better and companies with time have realized that this can be integrated with other third party applications as well.

Microsoft Social Listening is one of them. Organizations after plenty of trial and error have found out that this powerful media analysis tool can be integrated with the most widely used CRM for Small Business. For this, they know they will be requiring the services of a Microsoft Dynamics Partner offering Microsoft Dynamics Support post go live.

First, why is the integration necessary? It is necessary because it helps know what customers think of the business, product, service and competition.

Secondly, after getting it done, what does it help achieve accomplish? Integrating Microsoft Social Listening with MS Dynamics CRM helps:

1. Monitor social media posts, hashtags and keywords

2. Analyze the same and understand the sentiment of customers and their intentions as far as buying is concerned

3. Engage them in innovative ways and ensuring they receive the bet customer service possible

By working on the Dynamics CRM integrated with Microsoft Social Listening, businesses will be able to identify potential new markets, threats arising from competition and business opportunities available to be taken. Besides, any kind of negative publicity can be doused off at the earliest.

Microsoft Dynamics SharePoint Offers Exciting Functionalities

Microsoft Dynamics SharePoint is indeed a very exciting solution. It has many exciting features to offer and rewards end users with umpteen benefits. Primarily promoted and sold as a document management and storage system, the Microsoft SharePoint Solution is highly configurable and is a system whose usage varies depending on the size of the organization. It is implemented best by a Microsoft Dynamics Partner offering unconditional Microsoft Dynamics Support after the go live stage.

1. The infrastructure of Microsoft Dynamics SharePoint has been built so, considering what cloud has to offer. Microsoft SharePoint Solution 2016 offers tailor deployments ensuring one’s business needs are fully met.

2. Organizations get to take faster decisions and be more effective. When customized to convenience by a Microsoft Dynamics Partner offering Microsoft Dynamics Support post go live, SharePoint helps access information even when one is on the go by accounting for touch based experiences across a variety of devices. SharePoint makes file storage and document collaboration people centric and offers improved access to content, people and applications.

3. The solution is totally people-centric in the sense that features and capabilities in it help keep sensitive information safe and also empower the organization using it to give access to this critical data to people who matter at the most appropriate time. It ensures that neither the data gets lost nor does the end user get overexposed to information, something which might have legal and compliance implications.

There is SharePoint online as well, which delivers powerful features without levying any burden on the end user in terms of infrastructure management. This helps you meet whatever compliance requirements arise. Besides, you also get access to Exchange, OneDrive for Business, Skype for Business, Web App and Office Clients.

These make SharePoint a truly great application to work on and companies already using it can be asked for feedback in order to decide confidently.

Microsoft Dynamics NAV to Manage General Ledger

An enterprise resource planning solution with a proven record is always a safe choice to manage something as important as the General Ledger of a company. This is what the Microsoft Dynamics NAV is, a proven solution that companies into Finance trust with regards to helping centralize the company’s accounting information, posting specifications and other core data efficiently.

Also famous as one of the Best ERP Software for Small Business enterprises, NAV helps achieve a lot of things as far as General Ledger Management is concerned. After having the module customized by a Microsoft Dynamics NAV Partner, companies will be able to:

1. Work effectively with lesser effort in a multiple-user environment
2. Explore the most recent and up-to-date financial data
3. Work accordingly as per situation, whether amounts should be shown per day, week, month, quarter or year

As far as Financial Management is concerned, MS Dynamics NAV helps:

1. Discover opportunities and motivate employees in order to learn and do more
2. Spot trends and gain insights into whatever business activities are being initiated
3. Capitalize on one’s existing knowledge of how business works. The premier ERP Software for Small Business enterprises helps do this by helping discover opportunities which are otherwise hard to identify.

As far as Inter company Postings are concerned, the enterprise resource planning solution helps create all necessary documents which include the likes of sales documents, purchase documents and general ledger entries to accommodate the entire workflow of inter company transactions between two companies within the same group, both controlled by the same legal entity.

All of this is possible if the concerned company consults a Microsoft Dynamics Nav Partner and has the General Ledger module customized to perfection.

Microsoft Dynamics CRM Solutions Offers Machine Learning Capabilities

The Microsoft Dynamics CRM Solutions have included Azure Machine Learning as a capability in its latest avatar. The latest upgrade also offers better transition across various apps such as emails, Excel and OneDrive for Business.

The nearest Microsoft CRM Partner can be contacted for a MS Dynamics Demo in order to understand the capability in detail. Just for the record, the concerned company’s contracted partner will also be responsible for providing Microsoft Dynamics CRM Support post customization and go-live.

What can companies achieve by using Azure Machine Learning offered by the Microsoft Dynamics CRM Solutions?

1. Azure has been included to provide analytics-driven intelligence.
2. It will serve as a knowledge management system so that businesses can record and access data whenever they have to resolve issues.
3. The Machine Learning Technology connects effortlessly to the business process in order to retrieve data recorded during customer-employee interactions.
4. Machine Learning helps identify patterns so that employees get to learn from consistent problems and make improvements as time passes.

In case your business can benefit from any of these advantages provided by Machine Learning listed above, you should contact your nearest Microsoft CRM Partner for an immediate Microsoft Dynamics Demo of the software so that you can see it for yourself as to what holds in store. The good thing is, once the implementation is over you will also be entitled to Microsoft Dynamics CRM Support. This, is an added incentive.

Productivity Features in Microsoft Dynamics CRM 2016 Update 1 And Service Pack 1

Both Microsoft Dynamics CRM 2016 Update 1 and Microsoft Dynamics CRM 2016 Service Pack 1 have impressive Productivity features to offer. These truly make MS Dynamics CRM the most suitable CRM for Small Business enterprises and just for the record if companies suspect this information to be hot air, they can always schedule a Microsoft Dynamics Demo with a Microsoft Dynamics Partner Australia and see for themselves as to what is there in the offering.

What are these productivity features in the Microsoft CRM System version 2016 Update 1 and Service Pack 1 that have companies gushing?

1. Tailored In-App for CRM Online Users: Learning Path is a feature that helps go through every important task step-by-step and also provides eBooks, videos and relevant Help topics when needed most.

2. One of the finest as far as features are concerned in MS Dynamics CRM 2016 Service Pack 1 and Update 1 is, better collaboration with Office 365 Group Enhancements. Before these two releases, users would create new groups for every CRM record they wanted to collaborate on. From now on, they can simply set and connect an existing group to different records. All team members of a particular project automatically get added to that project’s group and whenever a particular group gets deleted, end users get to know about the same immediately so that the record at once be connected to another group.

 

3. Microsoft CRM System 2016 Update 1 and Service Pack 1 allow end users to add email signatures to their web client email. This helps save time on email correspondence as well as add a professional touch through an email signature. Users can maintain a default signature for everyday replies as well as for new email messages besides maintaining totally distinct ones for special cases. A default signature can be assigned to a queue and once the ‘From’ field is changed from user to queue, the default signature too changes automatically.

4. The most popular CRM for Small Business enterprises version 2016 Update 1 and Service Pack 1 enables the display of multi-entity search results as a single list. End users get to search for records across multiple entities through Relevance Search and the results from this, are returned in a single list relevantly sorted.

5. Multi-Entity Quick Find is known as Categorized Search in 2016 Update 1 and Service Pack 1. This helps view results grouped by entity types like accounts, contacts and leads. End users interested in finding records of one record type only can use this feature from the entity list grid.

Companies skeptical about the efficacy of these features can schedule a Microsoft Dynamics Demo, as mentioned earlier, with a Microsoft Dynamics Partner Australia.