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.

Microsoft GP 2018 – Document Attach in Summary

Microsoft Dynamics GP 2018 – Document Attach in Summary

Learn all about the Document Attach feature and its importance

In today’s article, we will be looking at the importance of document attachment. Microsoft Dynamics GP 2018 promises to enhance user experience and the Document Attach feature does exactly that. It enables users to attach multiple documents to Items, Customers, Vendors, Assets, and Transactions. The user gets easy and instant access to documents like W-9’s, Contracts, Credit Reports, Customer POs, pictures, and more. Now, users do not need to search all over the place for a document, and instead can attach any document or even a link to a OneDrive site or SharePoint.

Let us look at where you click to attach a document:

Here is what an attachment window looks like, allowing you an unlimited number of attachments while also storing date/time/user stamps:

In GP 2018, Document Attach added:

  • Receivables Transaction Inquiry Zoom
  • Journal Entry Inquiry
  • Transaction Entry Zoom Inquiry
  • Employee Inquiry
  • I-9 Form (No Corresponding Inquiry)
  • Asset General Information
  • Asset Inquiry Window

In GP 2018, Notes added to:

  • Vendor Inquiry Window
  • Customer Inquiry Window
  • Project Inquiry Window
  • PA Project Inquiry Window

Read our previous blogs on the document attachment feature: Comprehensive Document Attachment, Notes on Inquiry Windows, and Document Attach Security Setup feature. Learn more about our fixed GP upgrade costs by downloading our upgrade price comparison factsheet, click here.

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.

Upgrade your GP to the cloud

Stay current and competitive to remain profitable

With cloud adoption increasing at a phenomenal rate, companies have started to notice that they have more to gain for less. In the past, companies have succumbed to the pressure of investing in infrastructure, which meant huge capital expenditure outlays. The legacy applications become redundant and the business needs to adapt to current market dynamics and requirements.

This is especially the case for Dynamics GP users. They need to upgrade to newer versions of SQL and Operating Systems. This requires new hardware or servers to be in place before upgrading their software, which is a considerable decision to make—along with the cost of upgrading.

Replace your aging infrastructure by moving GP to the cloud

As with all technology, servers also have a lifespan where beyond it they start failing to perform as expected. Aging servers could severely impact business operations, and if the warranties expire, the manufacturer can charge heavily to keep the servers online. This creates a huge cost even more than buying an all-new server. In short: the older servers are, the tougher it is to maintain them, and it’s imperative for companies to look at the health of their current infrastructure. To know more about the importance of servers and how you can maximize your IT infrastructure, check out InterDyn BMI’s post: “Servers are the be-all and by-all in your business”

Business drivers with GP on the cloud:

With GP on the cloud, you need no significant upfront investments to collaborate and streamline operations towards improved productivity. Mobility helps enhance work experiences, enable employees access/update business-critical data anytime, anywhere, resulting in improved customer satisfaction. GP on the cloud is “OpEX” based, pay-per-use. You can now conduct business at a rapid pace while freeing up your resources as the hosting provider takes care of all the server support and maintenance work to keep them up and running. To learn more about the OpEx advantage, go to InterDyn BMI’s detailed post: “Capitalize on the OpEX Advantage: Upgrade your GP to the cloud”

System Requirements for GP 2013 and higher versions

If you are still on Dynamics GP 2013 or an earlier version, you should consider scheduling an upgrade as Microsoft ends mainstream support for GP 2013 on April 10, 2018. With this, you will no longer receive year end updates and there will be minimal support for this version. GP 2013 will then move into extended support until April 11, 2023. Visit InterDyn BMI’s blog to learn more about these system requirements and other recommendations you should know: “Upgrading GP: System requirements for versions 2013 and higher

Transitioning your GP to the cloud can benefit your business with better backups, on-demand access anytime and anywhere, better uptime, greater visibility into the operations, and greater flexibility to scale up or down as your business needs change.

There are many reasons to upgrade your system to the cloud and our experienced team is waiting to help you plan your upgrade. Visit www.trideapartners.com or contact us at info@trideapartners.com to discuss your upgrade path.

Microsoft GP 2018 – Document Attach Security Setup feature

Microsoft Dynamics GP 2018 was released to extend comprehensive functionality to its users, which they needed to enhance specific areas around the core application, user experience, and platform. One of these specific areas is the Comprehensive Document Attachment Feature.In our GP Feature of the Day article, we will look at another update to this feature with the addition of including security to documents.