What Additional Project-driven Solutions can Strengthen your Microsoft Investment?

You’ve already made quite an investment in Microsoft technology. And it can be confusing to determine what else works for service and project-driven company like yours. To accelerate your digital transformation, you need a new type of business application. One that breaks down the silos between CRM and ERP, that’s powered by data and intelligence, and helps capture new business opportunities.

In our webcast last week, we covered 10-12 different Microsoft software solutions that can strengthen or round out your Microsoft solutions. We talked about a few different ERP options as well as small and large project management solutions and some really cool apps included with Office 365.

We help you determine how to meet the unique needs of your organization with a modern business platform that makes it easy to tailor and extend Dynamics 365 applications—with little to no code development. Quickly build apps, automate workflows, and bring additional data insight into your business with the Microsoft business application platform.

If your company provides professional services and relies on delivering successful, profitable projects, then you should check out the recording.

Here are a few products and tools you can expect to see:

* Microsoft ERP Comparison: Dynamics 365, Dynamics SL and Dynamics NAV

* Microsoft CRM and PSA Simplified: Dynamics 365 for Sales and Project Service Automation

* Microsoft Office 365 Hidden Gems: Microsoft Planner, Microsoft Project, Microsoft Teams, SharePoint and Yammer

Don’t worry. We didn’t forget Excel…we know how much you love it!

If you thought Excel was the only tool in the Microsoft arsenal capable of managing projects, you’re going to be surprised.

Recorded Webcast: Microsoft Mash-Up

This is the second in a series of webcasts targeting project-driven companies. This  1-hour recorded webcast pulls a variety of solutions together for project-driven companies, including ERP, Sales, Marketing, Project Management and Business Productivity. Check out upcoming events.

In our recorded webcast, we demonstrate how our clients are utilizing multiple Microsoft solutions to improve project profitability, employee productivity and customer engagement…without breaking the bank. Let me know what you think about the webcast, and send any questions that you may have my way.

Best regards,

Robbie Morrison
Chief Solution Strategist, SBS Group

About Robbie
Robbie Morrison has spent nearly 20 years helping customers build and deploy elegant technology and business solutions.  From start-ups to enterprise-class organizations worldwide, his knowledge of the Microsoft Dynamics ecosystem and Robbie-2017products helps SBS Group customers maximize ROI on technology investments.

Today, Robbie serves SBS Group customers in his role as Chief Solution Strategist where he provides thought leadership and manages the development of B2B solutions.  Robbie received his MBA from the University of Georgia, Terry College of Business.
https://www.linkedin.com/in/robbiemorrison

 

Microsoft NAVUG Summit Provides Product Roadmap

There were almost as many product announcements as cowboy hats at NAVUG Summit 2017 in Nashville. For Dynamics NAV users, Microsoft’s roadmap guidance was clear: NAV will continue to receive yearly updates, and customers who want to remain on-premise or hosted (non-SaaS) can do so. Customers can expect Dynamics 365 “Tenerife,” when it arrives in 2018, to offer both a SaaS option and an on-prem roadmap for NAV.

Codename Tenerife

The NAV/Tenerife product roadmap now calls for Dynamics NAV 2018 in fall 2017, with a December 1 general availability date expected; then NAV 2018 R2 in Spring 2018 alongside the initial Tenerife launch. Beyond NAV 2017 R2, Dynamics NAV will adopt a new name under the Dynamics 365 brand, but the software continued updates to the same product, said Marko Perisic, Dynamics 365 R&D general manager. “Codename Tenerife will be rolled up into the Dynamics 365 brand,” Perisic said. “It is an important brand that Microsoft is putting its weight behind.”

Is it me, or does this codename business make you feel like a spy?

Important Release Dates to Remember

Dynamics NAV 2018: DEC 1

Dynamics NAV 2018 R2: Spring 2018

Codename Tenerife: Spring 2018

NAV 2018 Productivity Updates

Microsoft program and product managers showed off a range of productivity updates that will be included in NAV 2018. Office integration will continue to expand in NAV 2018, with an eye toward more streamlined processes. Microsoft demonstrated a quote-to-cash process executed entirely in Outlook, driven by NAV. After creating a quote, order, and invoice from Outlook, the customer can also pay the invoice via their Microsoft account, again from Outlook.

Within the NAV 2018 web client, the in-app designer will allow for users to personalize their own experiences by rearranging interface elements and adding and removing fields. Global interface changes completed with the in-app designer are saved as NAV extensions, meaning they should be manageable and stable across core system updates.

Tenerife User Interface Updates

There is a revamped user interface coming with Tenerife that will aim to simplify role centers, with more visible information and actions moved higher on the page for easier access. The left-side menus will be moved to the top of the screen to add more real estate to content. List pages will be redesigned to look more like financial reports. And the preview shown at Summit featured a monochrome look and feel that Microsoft believes will improve the visual impact, especially around data visualizations.

Microsoft has positioned Dynamics 365 Tenerife as a business application platform that offers a full range of capabilities, backed up by the Common Data Service for augmenting apps as needed. Microsoft wants customers to look at it as a solution that can be augmented easily with standalone Dynamics 365 apps like Sales, Marketing, Talent, and service using Common Data Service.

Cloud-first

Microsoft made it clear that Dynamics 365 for Finance and Operations – Business Edition (formerly NAV), is a “cloud-first” solution. “Emphasis has to be on the cloud, but it’s important to recognize and know [that] despite trends, we have a huge customer base and Microsoft will not leave any of those customers behind,” said Perisic. “We recognize you have installations on your own hardware and we will continue to support that. And because of that we’re not a cloud-only company, we’re a cloud-first company. Make investments there first and mirror those for customers who are on-premises. We see it as an advantage to provide that choice.”

Let us know if you have any questions about these latest product updates for Microsoft Dynamics 365 and/or NAV.

Best regards,

Dave Drouin
EVP of Professional Services, SBS Group

About David Drouin

David is a graduate of Wharton School of Business with a B.S. in Accounting and Economics.  After graduation, he began a twenty year career in public accounting, including five years as a partner where he built a successful systems advisory practice and managed it as partner-in-charge.

David joined SBS Group in 2006 as the Executive VP of Finance before taking on his current role as Executive VP of Professional Services.Dave Drouin, Executive Vice President, Professional Services at SBS Group

In addition to his business and accounting background, David has strong technical skills which he has leveraged in helping hundreds of small businesses and large enterprises evaluate and implement ERP systems in his nearly thirty years in technology services sector.​

https://www.linkedin.com/in/daviddrouin

Dynamics 365 for Talent Even Stronger with Addition of Attract and Onboard Apps

More than 25,000 people descended upon Orlando, Florida, for this week’s Ignite conference, and as usual, there were lots of announcements about product and innovation.

Microsoft announced that Microsoft Dynamics 365 is getting smarter and more customizable with AI enhancements and modular apps designed for specific business processes. Last month I talked about Dynamics 365 for Talent, and now we are pleased to announce that it’s even better. Two new modular apps will be available as part of Dynamics 365 for Talent later this year: Dynamics 365 for Talent: Attract and Dynamics 365 for Talent: Onboard.

Dynamics 365 for Talent: Attract

Integrates data from Dynamics 365 and LinkedIn to help identify qualified candidates and track applicants for positions. The app is designed to profile the most qualified candidates for your company and role, gain insights into the hiring pool, and improve the return-on-investment (ROI) of the hiring process.

Find, interview, and hire the right people

  • Quickly find the talented people you need and deliver more engaging candidate experiences with native integration to LinkedIn and streamlined, collaborative experiences across candidates, recruiters, hiring managers, and interviewers.
  • Simplify candidate evaluation with visibility into LinkedIn profiles throughout the hiring process
  • Improve communication with native integration to LinkedIn InMail and mobile feedback capabilities
  • Streamline interviews using Office 365 to coordinate calendars and set appointments

Dynamics 365 for Talent: Onboard

An onboarding app to help human resources (HR) train new hires and personalize the onboarding process.

Set up new hires for success

  • Help new employees hit the ground running while feeling impactful and connected throughout those first few critical months.
  • Increase productivity by identifying critical contacts and sharing resources and relevant documents
  • Personalize the pre-boarding and onboarding experience with customizable onboarding guides
  • Monitor onboarding success with real-time dashboards

Dynamics 365 for Talent begins to take full advantage of integration with LinkedIn, and is startlingly easy to use. We were able to deploy it within 21 days, and our teams were able benefit immediately. It closes a key gap in the Dynamics 365 ecosystem and will help us empower our employees around the world to be better informed, more connected, and more productive.
Eric Reading
Executive Vice President, Chemonics International Inc.

These two new modular apps join with three other apps: Engage, Learn and Optimize, to round out the D365 for Talent offering. The Human Capital Management (HCM) application is cloud-based and utilizes Microsoft Common Data Services. The Talent application can be licensed as a stand-alone solution or part of the larger Unified Operations Dynamics 365 Plan. Let us know if we can answer questions about D365 for Talent today!

Best regards,

Robbie Morrison
Chief Solution Strategist, SBS Group

About Robbie
Robbie Morrison has spent nearly 20 years helping customers build and deploy elegant technology and business solutions.  From start-ups to enterprise-class organizations worldwide, his knowledge of the Microsoft Dynamics ecosystem and Robbie-2017products helps SBS Group customers maximize ROI on technology investments.

Today, Robbie serves SBS Group customers in his role as Chief Solution Strategist where he provides thought leadership and manages the development of B2B solutions.  Robbie received his MBA from the University of Georgia, Terry College of Business.
https://www.linkedin.com/in/robbiemorrison

 

Social Networking Analytics: A Breeze with Dynamics CRM 2013

While no official date has been posted, the expectation from the Dynamics community is that the Microsoft Dynamics CRM 2013, formerly codenamed “Orion”, will be released in about two months. After already touching on one major feature from the Gemini release earlier this year, it’s time to focus on Netbreeze, another major CRM feature Microsoft acquired back in March.

Netbreeze is a Swiss media monitoring company, bringing social network monitoring, management, and analytics to Dynamics CRM. Microsoft plans to integrate the program with a Netbreeze widget that “…can be plugged into the new Dynamics CRM Flow UI for a brief view of an organization’s social trends, but also diving into the full product for a range of reporting options around geography, language, more granular topic areas, sentiment analysis, and the ability to interact directly at the social network level.”

Netbreeze provides excellent data mining analytics, supporting 28 writing systems that monitor the major social media channels (Facebook/YouTube/Twitter) in addition to “…6,000 online news websites, 18 million blogs and 500,000 message boards.” The program will provide a central location to track social media responses in a wide range of detail throughout campaigns.

Netbreeze is expected to eventually become a standard function of Dynamics CRM 2013, but will only be released as a limited beta version this fall. SBS Group can get your CRM up in running in just 2 weeks with our Up in 2 program. For more updates on CRM 2013 and all of your Dynamics needs, follow us on Twitter and Facebook, and join the discussion in our LinkedIn Group.

Reporting Wars Tale of the Tape- Business Analyzer

One August 7th, SBS Group will present a comparison between several of the best information reporting tools in the SL-featured webinar, Reporting Wars. Today we take a look at the Business Analyzer, a feature created to focus on for accessing reports and sharing information, presented by Dynamics University:

The Business Analyzer is a dashboard tool introduced with Microsoft Dynamics GP 2010 R2. With this cool little dashboard application, more than 260 KPIs and reports included with Microsoft Dynamics SL are now viewable by non-Microsoft Dynamics SL users. This can be installed on any users’ computer to allow them to view their own financial news feed. If one statistic catches the eye, users can drill into the report and look at the raw data.

Recently, Microsoft made an enhanced version of the Business Analyzer application available on the Windows Store for the Surface tablet and the Windows 8 phone. This version has more functionality than available with the basic version and is installed with Microsoft Dynamics SL. It adds touch-screen navigation and more appealing layout for graphs. The basic version displays one report at a time and serves up a new report every five to sixty minutes. The enhanced version allows the layout of several graphs in one screen and click-on graphs to enlarge and scroll through the reports.

The Business Analyzer feature works great for providing information in real time and, if you use Microsoft Lync, the analyzer also works as a great collaboration tool by connecting to co-workers to view reports together. It allows you to define a set number of users that can view each report to provide each team with the information that they need, without extraneous data. The main goal is provide management a better understanding for what is happening on a day-to-day basis within the company.

Make sure to take a look at these features during the Reporting Wars webinar and contact SBS Group for all of your Microsoft Dynamics needs. You can follow us on Twitter and Facebook, and for additional discussions make sure to join our LinkedIn Group.

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