Microsoft Dynamics 365 for Operations: 1099 forms

In Microsoft Dynamics 365 for Operations, the first time you are creating a vendor record you may have noticed that the 1099 box does not have any prepopulated values. This blog post will detail how to get the 1099 box values available for selection on the all vendors form.

When a new vendor record is created, no 1099 box values are available to be selected on the Tax 1099 tab of the vendor record.

Navigate to: Accounts payable > Periodic tasks > Tax 1099 > 1099 fields

In the 1099 fields form, Click Edit

Save without making any changes.

You will now be able to select a 1099 box value on the vendor record.

To learn more about Microsoft Dynamics 365 for Operations, contact us at info@trideapartners.com.

Top 5 Technology Trends SMBs Cannot Ignore

Technology is a critical factor in driving SMB growth. The rise of these 6 trends has changed the way SMBs operate globally.

Small to Midsize Businesses (SMBs) are always on an accelerated journey towards gaining new customers while maintaining existing customer relationships. In addition, there is always a race to grow, expand and outweigh the competition. In this race of growth and sustainability technology plays a vital part. Modern day technology can help SMBs be more productive and efficient while aiding them to make effective business decisions based on real-time data and analytics.

Here are the top 5 trends shaping the way SMBs do business:

Trend #1

Embracing Cloud and amplifying its usage by leveraging AI

Cloud is the way to go and is not a matter of debate anymore. They have started to incorporate Artificial Intelligence aided with cloud based analytics that enables companies and the relevant stakeholders with real-time data that can be accessed across the globe.

This will provide the business with the flexibility in accessing real-time information about customer, production, industry and product, thereby assisting them in making effective decisions, fast. This solves one of the biggest challenges for SMBs – anticipating their customers’ needs, behaviors and developing product or serving them in a way that drives profit.

Trend #2

Increased adoption for IoT

IoT is primarily used by the SMBs in verticals such as utilities, manufacturing, asset tracking, smart homes, and wearables. Real-time data tracking and management, faster transactions, enhanced remote access are some uses of IoT that is heavily being used by businesses.

Trend #3

Digital Twin will take a hold in the way SMBs use technology

SMBs are heavily using digital twin as a means of creating an identical digital copy of a physical object/product or process. It is a great way of testing various versions of machinery, product releases and workflows, predicting the outcomes faster prior to any critical business decision that businesses make. Coupled with AI and Augmented or Virtual reality, the reach of digital twins gets amplified manifold.

Shorter time to market and lower R&D expenses are some of the benefits that is tagged along with this trend. The margin of error in using digital twin is extremely minimal. With this technology, hundreds or even thousands of variables can be taken into account, and the process can predict its conclusion before any investment has been made toward actual physical changes. 

Trend #4

Connected data will take the center stage

Data in today’s world is critical and valued the most. Connecting the data via modern day ERP that is coupled with CRM, business intelligence and machine learning will help automate the small and medium businesses. This will increase accuracy and efficiency in processes, predictions, and reporting, thereby enhancing informed and accurate decision making, each time. Additionally, it greatly helps in personalization where companies can leverage segmentation and provide right data to right sets of eyes at the right time. Microsoft Dynamics 365 is one such powerful ERP leveraging the power of cloud, BI, and analytics helping companies in a huge way while being cost efficient at the same time.

Trend #5

SMBs will outsource Cybersecurity

As businesses continue to grow, the associated data and security threat also grows. SMBs have a varied set of security needs, from data loss prevention to data protection and threat minimization. The trend is growing towards outsourcing cybersecurity to vendors providing “best of breed” solutions and tools. The idea of having one vendor to cater to this in place of several, is appealing to companies as they can have a consolidated view.

Download our whitepaper and know 5 Ways ERP prepares SMBs for long-term growth.

Dynamics 365 for Sales – Spring 2018 Release

The capabilities in the Spring ’18 release of Dynamics 365 for Sales, empower your sales team with more intelligence and analytics, deeper integrations with LinkedIn and Office 365, and consistent user experience for web, mobile, and clients using the Unified Interface framework.

Let’s take a look at some of the highlights of the release:

  • Embedded intelligence lets sellers focus on selling. Embedded intelligence collects, manages, and analyzes the diverse data and communications throughout the sales process, and then automatically suggests relevant actions and captures relevant activities to let salespeople spend more time selling.
    • Embedded intelligence features introduced with this release are:
  • Relationship assistant, Auto capture, and Email engagement (previously these were part of a group of features named Relationship Insights) provide sales intelligence and are embedded within the Sales app.
  • The Sales app is built on the Unified Interface framework for consistent user experience. The Sales app delivers a consistent, uniform, user interface, and follows responsive design principles for optimal viewing on any screen size or device. All core sales entities used in business processes, including products, goals, and sales literature, run on this responsive platform and conform to common data model standards. Dynamics 365 App for Outlook, LinkedIn Sales Navigator integration, and the Gamification solution all run on the Unified Interface framework.
    • User interface controls use a Common Controls Framework (CCF) for consistenc Controls follow consistent, familiar patterns on every surface of the application, making it easier for sales users to learn and be productive.
    • Enhanced integration with LinkedIn Sales Navigator enables a seamless sales workflow. On forms, LinkedIn Sales Navigator controls provide up-to-date context and insights about companies and LinkedIn members. On dashboards and forms, salespeople see LinkedIn profile pictures for contact records synced with LinkedIn Sales Navigator.
    • GDPR and accessibility enhancements. Investments address the European privacy law’s requirements, and enhance accessibility for users who need assistive technologies to interact with the application.
    • Professional user license for streamlined Sales Force Automation (SFA). With the addition of the Professional user license, along with the Enterprise user license currently in market, you can choose the capabilities that make sense for your specific business requirements.
    • Dynamics 365 for Sales insights add-on provides advanced intelligence capabilities to salespeople. The add-on includes Relationship analytics that show relationship and sentiment health. Relationship analytics analyzes the overall health of customer relationships by letting salespeople know how they’re spending their time and who they’re interacting with. Relationship analytics also recommends which customers and opportunities to focus on.  Sentiment health analyzes customer interactions and signals to inform salespeople how satisfied their customers are with their relationship.
    • Self-serve installation of the Dynamics 365 for Sales insights add-on speeds onboarding. System administrators can quickly get set up with a simplified installation process.

To learn more about Microsoft Dynamics 365 for Sales, contact us at info@trideapartners.com.

You need a PM

You need a Project Manager for your next ERP project.

ERP implementations disrupt business operations and place huge demands on the time and attention of company leadership, functional area leaders, subject matter experts and the IT staff. The role of a PM is to ease that burden. An experienced PM is worth their weight in platinum.

You may be tempted to  PM the project yourself.  But ask yourself “Do I really have the time or the right experience?”.

A good PM will manage the following things for you:

  • Add Value – An experienced PM will help you identify and avoid the typical bear traps, and other impediments that will inhibit your project’s success.  They will help you reduce wastes of time, resources and money.
  • Establish Effective and Efficient Project Governance – Project governance refers to those processes that provide project control support for project sponsors, decision-makers and stakeholders.
  • Manage Project-related Communications Communicating the project status helps keep the project team and stakeholders informed.
  • Manage the Schedule – Effective PMs aggressively manage the work using detailed project schedules, monitor schedule variances and recommend corrective actions to keep the project on track and on budget.
  • Monitor and Manage the Project Team’s Performance – Performance management leverages routine status checks to ensure performance issues are identified and corrected quickly.
  • Manage Risks, Issues and Changes to Scope, Timelines and Budgets – The most common reasons projects fail are related to poor management of risks, issues and scope. Good PMs identify, evaluate and communicate risks, issues and the impact of change requests to affected stakeholders.  They also coordinate optional solutions to deal with issues as (or before) they appear.

It’s clear that someone needs to ensure the project stays on track.   You owe to it to yourself to go with an experienced professional.   Contact Tridea today at info@trideapartners.com.

Dynamics CRM Sales Invoices to D365 for Financials

In this blog we will be highlighting the steps to send sales invoices from Dynamics CRM to Dynamics 365 for Financials.

Use Plugin in CRM

Here are the steps:

  1. Download the CRM SDK from Microsoft.
  2. In SDK package, add the “CRMSDKTemplates” into Visual Studio (find the matched one with your VS version).
  3. Create a new CRM Plug-in Library in Visual Studio.
  4. Create early bound entity classes with the code generation tool (CrmSvcUtil.exe, run it in Command Prompt under this tool’s directory).
  5. Use the early bound entity classes to retrieve the Sales Invoice entity from the LocalPluginContext.

Create and use Web API in D365 for Financials

Now you have your Sales Invoice entity from CRM and want to map the related fields in Financials and send those field values to Financials.

  1. Create a Web Service for Sales Invoices in Financials. Make a copy of the Web Service URL and you will need it later. https://yourcompanyname.financials.dynamics.com:7048/MS/ODataV4/Company(‘ yourcompanyname’)/SalesInvoice
  2. Find out the metadata (data structure formatted in JSON) of the Web Service you just created. What I did is creating a temporary Console Application and adding the service reference. Then I could check the data type of the sales invoice in Visual Studio.                                            
  3. Decide and map the related fields. Create your own class with the same fields in the Plugin code (the class name can be any, but the type and name of those fields you need to map should be exactly the same as what is in the service reference).
  4. Use DataContractJsonSerializer to serialize your created class for sending it to the web service.
  5. Create a web request to the URL of the Web Service using HttpClient class (username is your account user name in Financials and the password is your web service key).
  6. Send the request to the Web Service using POST method.
  7. Then you maybe want to send the Sales Invoice line items. You should repeat Steps 2 to 6 for the line items: creating a line item class, mapping the fields, serializing it and posting it. The only tricky point is the line item URL is based on the header you previously sent. It looks like: https://yourcompanyname.financials.dynamics.com:7048/MS/ODataV4/Company(‘yourcompanyname’)/SalesInvoice(Document_Type=’Invoice’,No=’SampleInvoiceNo1′)/SalesInvoiceSalesLines

What’s more tricky is that sometimes the header passed into Financials successfully but the line or lines do not. Then you have to log into Financials and delete the header manually.

To learn more about Microsoft Dynamics 365 for Financials, contact us at info@trideapartners.com.