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Is Dynamics 365 the right choice for your business?

Dynamics 365 is the next-gen intelligent app unveiled by Microsoft. Microsoft thus invested in one more cloud business software. Dynamics 365 brings together the world class ERP and CRM business applications by Microsoft with the benefits of Power BI, Cortana Intelligence and productivity application Office 365, on cloud. In short, your wait for ‘The Business Application’ has come to an end with the launch of Microsoft Dynamics 365.
Microsoft Dynamics 365 combines current ERP and CRM cloud solutions with other purpose-built apps to manage each and every business function. But what does it have in it for you and your business? What if your business is already using ERP and CRM software, separately? What if you think your business can get along without any business solution? What if you actually don’t understand what is best for your business?

The answers to all these questions are with Dynamics 365.

Whether your business is large or small, the future of business is not completely predictable. You never know when the need for a good business solution may rise up. An investment in intelligent business application is a huge one. You need to make a fool proof plan, take risks and get ready for changing your business model too. But the end result is going to be transformative and productive. With Dynamics 365, you don’t have to worry about yearly upgrades or huge data silos or security. It is agile and flexible. It meets your demand scales. If your business is small, start with fewer apps and scale as your business demands.

Here are some reasons why, if your team is thinking of investing in an intelligent business app, should invest in Dynamics 365:

  •  It is Productive: Productivity remains the cornerstone of Dynamics 365. It lets users harness the power of your business solutions on any device you choose. It delivers breakthrough mobile capability and interoperability with Office 365 apps.
  • It is Intelligent: In this digital economy, businesses need intelligent apps to deliver the most value, empower them by combining data from various sources and provide insights to drive the optimal results.
  • It is Adaptable: Dynamics 635 delivers an adaptable platform and tools that you can use to extend your applications, create custom apps and automate processes and get a single b\view of your data for business growth.
  • It is Purpose-built: You get a choice of using individual apps that work brilliantly on their own or together. Tailor make your apps according to your business needs.

Contact us and know how Dynamics 365 fits in your business needs.

Azure Recovery Services vaults

Azure Recovery service vault is used to backup and store important data or business critical data from Windows Server (Windows Server 2016, 2012 etc.) or Windows Client OS(Windows 10,  Windows 8 ,Windows 7 etc.). There is Backup Policy for files and folder and Backup Agent for backup of data.
Azure Recovery Services vaults has two storage Replication Mode:

  1. Local Redundancy: The backup data will be replicated in same data center
  2. Geo Replication: The data will be replicated across the different data center which can be many miles away so it will not affect the data availability.

In older Management Portal, it was named as Backup vault. Using new portal, one cannot create Backup vault and Microsoft recommends to create Recovery Services vaults from Azure Portal.
To create Azure Recovery Services vaults  , visit http://portal.azure.com and sign in with the username and password. After signing in, it will show the portal dashboard. To create Azure Recovery Services vaults, click the menu on the left and click on More Services.

Sign in dashboard

Search for Recovery Services vaults and click to open Recovery Services vaults.

Search for recovery Service vaults

According to your subscription, it will display if Recovery Services vaults is available or not.

Search result

Here, to create a new Recovery Services vault, click on Add from top left menu

create recovery service valut

After clicking on add it will ask for name , subscription , resource group and location as below.

details form
In name we have to give Relevant name for which we are using it, from subscription you can select subscription and location you can choose nearby location around you and I have created new Resource Group for recovery service but you can use existing one if you have. Then after I will click create from bottom button.
In notification it will show the progress of current operation.

progress of current operation
This ends the deployment  of Recovery Service. Navigate to the Recovery service from dashboard.

deployment succeeded status

The Recovery Service Vault will appear on the list. Click to open.

List of services

This blade displays essential and monitoring information of Recovery service vault

recovery service vault dashboard

From the properties windows, click on Properties to download the Backup agent as well as get the Backup credentials.

properties window

Once the Backup Agent is downloaded, you can use that agent to select the file which need to backup and schedule it on time and date specific.
If you need help, please feel free to reach us.

Route Planning in Dynamics 365 for Sales

Route Planning is an Add-On in Microsoft Dynamics 365 for Sales. It helps you plan your appointments on map by analyzing the Dynamics CRM data and plotting it across the routes. With Route Planning, you can track leads, make a quick analysis, enhance your sales activities, and close deals quicker. This add-on is available for CRM web and Tablet client.
Route Planning is now available for mobile client too.

Appointment-wise

It is used for directions and route planning for Sales/ Marketing person who individually schedules appointment.

Route planning appointment wise
Following are the steps:
  1. Create an appointment in CRM for related customer.

 

create an appointment in route planning

 

  1. Go to Route Planning and select date for which you want to see route planning in Map. You will see Google Map Markers with optimized route (the nearest location from our current location) of appointments. It will automatically optimize Route for the appropriate appointments of the selected date from customer’s latitude and longitude Recorded on Account Card.

optimized route of appointments in route planning

  1. You will see the address of Customer in white box by Clicking on Google Marker Pin.

address of customer to be visited

  1. You will see a table, which is  directly mapped with CRM appointment and related customer, showing Route location information, where:

A – Current location of sales person (Current User of CRM)
B – Nearest location from Current User’s Location i.e. A
C – Nearest location from location B.

route location information table

5. You will get a confirmation box for completing a particular appointment from table. When you click on green tick, it will ask you for Confirmation. If you select OK, the appointment will be completed and will automatically remove this location from the map.

Confirmation box

  1. Then, you will get a new optimized route in map.

new optimized route in route planning

  1. When you select EDIT from route information table, you will get the following screen. It will redirect to CRM appointment card and you can edit details on appointment.

edit appointment details of new optimized route

 

 

Customer Territory wise

It is used for directions and route planning for Sales/ Marketing person whose customer are in same territory.

Route planning territory wise view

Following are the steps:
  1. This is a sales person dashboard. Here, custom activity entity is used to assign territory to sales person.

sales person dashboard

  1.  Click to any one of given record and you might get route of specific territory customer. You will see Google Map marker with optimized route (nearest location from our current location) of selected territory’s customer. It will automatically optimize the route for an appropriate customer of the selected territory’s latitude and longitude Recorded on Customer Card.

optimized route of selected territory’s customer

  1. Click on Google Marker Pin and you will see the address of the customer in white box.

address of customer in route planning

  1. You will see a table, which is directly mapped with CRM customer, showing Route location information, where:

A – Current location of sales person (Current User of CRM).
B – Nearest location from Current User’s Location i.e. A.
C – Nearest location from location B.
F – Destination of route planning (marked with red color in map)

table of route location information

5. You will get a confirmation box to complete a particular customer’s appointment from table. When you click on a green tick, it will ask you if you have visited this customer already. Select OK and it will automatically create an appointment for appropriate customer. Appointment should be visible in CRM activity view with completed status.

visit confirmation box

6. You will see difference in customer information table. The green tick will change to a yellow one which means this route has already been visited by sales person.

completed appointment table

  1. You will get the following screen when you select EDIT from route information table. It will redirect to CRM sales order card. Order will be created with appropriate details taken from the customer. Product name will automatically be filled up according to the selected price list. You just have to add the desired quantity of the product. The purpose is to make order process simple and dynamic.

CRM sales order card

If you need help, please feel free to reach us.

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