March 2018 - Intech

How Dynamics 365 and Office 365 integration helps your business?

Posted on March 28, 2018August 2, 2022 by Intech Systems

Businesses rely on many applications for seamless experience. When these applications are all centralized, you will get a seamless working experience that will also add to your productivity. Furthermore, with everything going on cloud, it has become important that you get access to your data and work on any device, at any time. Dynamics 365 is a cloud-based business solution with the combined capabilities of ERP and CRM while Office 365 is a subscription based package of productivity applications like Word, Excel, Outlook, etc. Hence, when you combine these two applications, the benefits become twofold. Dynamics 365 and Office 365 integration will:

Make your daily work easier with constant connectivity and easy access to the familiar applications
Track customer interactions and make sure you both are on the same page
Allow easy maintenance, better productivity, and more availability across various devices
Provide smarter insights to sales data

So how does combining Dynamics 365 and Office 365 benefit your business?

1. Excel and Dynamics 365

For most businesses, Excel is their go-to tool for calculations and analysis. But it is not just feasible to use Excel for all your business calculations when your business is large. You can integrate Excel with Dynamics 365 so that you can:

Use Excel Online directly in Dynamics 365 to update and analyse large amounts of records whenever needed
Save the updated information and analysis in Dynamics 365
View the up-to-date reporting data within Excel
Maintain user security role so you can control who can see which data

2. Word and Dynamics 365

By integrating Word and Dynamics 365, you can access some features of Word right from Dynamics 365. Here’s how:

Get customer information from Dynamics 365 in quote or proposal template
Create sales documents in a jiffy
Easily merge and summarize customer data into Word templates

3. Outlook and Dynamics 365

By integrating Dynamics 365 with Outlook, you can track customer interactions in a click. This combination is perfect for:

Tracking emails with ease
Creating new Dynamics 365 records from Outlook
Creating customer tasks quickly in Dynamics 365 and adding to the customer record
Viewing account information, sales activities, etc.
Tracking meetings and customer appointments

4. Skype for Business and Dynamics 365

Skype for Business is a trusted app for business meetings. By integrating this business meeting app to Dynamics 365, you can:

Call anyone directly from Dynamics 365
Get the details of all the call logs of a customer under its record
Conduct webinars or whiteboard discussions and send the recorded file to the participants
Keep a track of recipients of the recorded file under their respective customer record

5. OneNote and Dynamics 365

OneNote is like a digital notebook for you to take notes on-the-go. Integrating it with Dynamics 365 (requires SharePoint integration) will help you:

Link your notes (OneNote files) including text notes, voice memos, spreadsheets, and images with CRM records
Make and edit notes within an activity wall record

6. SharePoint and Dynamics 365

SharePoint is a document sharing and management tool by Microsoft. When integrated with Dynamics 365, it can help you:

Save database space and reduce your data storage
Access the documents in SharePoint within Dynamics 365 and vice versa
Collaborate with external users and even share documents
Source customer data from Dynamics 365 to SharePoint and those documents will get attached to the respective customer record

Microsoft Dynamics 365 and Office 365 are the business tools which have their own benefits, objectives and use. Thus, when you connect them together, they bring a new level of productivity, efficiency and ease of doing business. The integration is seamless, customer-oriented and empowers collaboration. For more information about this powerful combination, schedule a demo with us.

Infographic: 8 reasons to migrate from Dynamics AX to Dynamics 365

Posted on March 17, 2018May 10, 2021 by Intech Systems

Dynamics NAV 2017: View Standard and Extension Objects Code in RTC

Posted on March 10, 2018August 2, 2022 by Suraj Patel

You can view Dynamics NAV Standard Objects Code and Extension code in RTC by following the below steps.

Prerequisite:

Code Viewer Control AddIn

View Standard Objects Code in RTC

CAL Language is used in Dynamics NAV Objects. CAL is converted into C# at Compile Time. DotNet Framework then handles the converted C# code when object is ran and the appropriate result is displayed.
NAV saves this code in table 2000000071 Object Metadata.

Blob Fields:

User AL Code contains the C/Al code of the object.
User Code contains the C# code of the same object which is generated when the object is compiled.

This would also allow you to see code of objects which are not in your License range.
Create a simple Page “RTC Standard Objects Code” in NAV 2017 to see this code in RTC. Please see below snapshots for details.

1. View Standard Code Objects – C/AL

Select Object Type (Example – Table, Report, Codeunit, Page, Etc.)
Select Code Type (CAL, DotNet)
Enter Object Id
Click on Action – “View Standard Objects Code” You will see the Code in Code Tab.

2. View Standard Code Objects – DotNet

View Extension Code in RTC

Once the extension is installed for a tenant, you cannot see the objects in Developer environment. NAV stores these objects in table 2000000150 (Nav App Object Metadata).
Create a simple Page “RTC Extension Code” and “Nav App Object List” in NAV 2017 to see this code in RTC. Please see below snapshots for details.

3. NAV Installed Extensions

4. View Extension Code – C/AL

Select Code Type (CAL, DotNet)
Select Object Name from Nav APP Object List
Click on Action – “View Extension Code” You will see the Code in Code Tab.

5. View Extension Code – DotNet

You can download the Objects from here.
For more such tips and tricks about Dynamics NAV, check out my blog.

6 ways how Business Intelligence in manufacturing is revolutionizing the operations

Posted on March 6, 2018August 2, 2022 by Intech Systems

Manufacturing companies are constantly finding ways to streamline their operations. With Big Data and Business Intelligence taking shape, manufacturing operations are improving at a faster pace. They are realizing that data and analytics can help immensely in improving the operational efficiencies and business processes. There was a time when examining a single process would take months of testing and re-testing the ideas and then implementing them. But today with the bloom of Business Intelligence, the situation is changing.
So, how does Business Intelligence help you improve manufacturing operations? Business intelligence can streamline your operations by giving you detailed and actionable insights that help you continuously fine-tune your production line. Here are six ways how business intelligence is revolutionizing the manufacturing operations.

1. Improve your supply chain management

Transportation costs, repair costs, various KPIs, maintenance trends etc. are to be measured for effective supply chain management. When you have a drill down insights, analysis and historical trends on your hands, you can make better decisions. This is all possible with business intelligence in manufacturing. If certain components are not working as they should be, analytics will help you spot them before they become an issue. Thus, analytics helps you become proactive.

2. Predictive Analytics Makes You Smarter

What if you could predict future? You would make sure you are safe or rich or somewhere good. Business intelligence provides you with predictive analysis so that you can uncover trends, patterns and behaviours. With predictive analysis, you not only think about what happens every day on the shop floor but also can take actions to the operations. Service the machinery before it depreciates and lowers production.

3. Get alerts before any problem arises

Manufacturing process is constantly under operation and you can’t afford it to stop even for a short time. Still, the best you can do is waiting until issues arise and then fixing them. You can become proactive and prevent many such problems by incorporating big data analytics and business intelligence in manufacturing. It empowers systems to fix themselves in many cases and give you alerts if the situation is worse.

4. Evaluate your machine’s effectiveness

Simply buying and installing a machine doesn’t ensure streamlined production. Many other factors such as poor installation, misuse, maintenance, more downtime, etc. are to be taken into consideration for better efficiency. By incorporating data analytics and business intelligence in manufacturing, you know how your machines are operating. You get real-time insight into how well their manufacturing lines are operating. This is helpful in streamlining workflows in a production center, and is becoming increasingly commonplace.

5. Demand forecasting made easy

According to a survey LNS Research and MESA International, better forecasts of product demand and production is made easy with big data analytics. Demand forecast is utmost necessary for any business as it guides your production line, inventory, supply chain and customer service. Though historical data is used as a base by many companies, data analytics can give you a real picture on more actionable forward-looking data. This is based on how well operations are aligned, thus leading to smarter risk management and less production waste.

6. Manage Your Warehouse Better

Managing inventory is one of the most important aspects for manufacturers. If you can’t manage it efficiently, you might end up making losses. It is more than just storing. Building efficient arrangement structures and planning products’ flow can improve operations as well as your bottom line. Business intelligence makes it easier to manage your inventory and warehouses better.
All the industries and sectors of businesses and their processes are shifting for betterment. With Industrial Revolution 4.0, big data, data analytics, business intelligence and IoT (Internet of Things) are changing traditional business models. They are adding to the bottom line and help you streamline the business processes.
If you have still not evaluated any of these new technologies, now is the time to join the revolution. To figure out how your business will benefit from advanced analytics and business intelligence, get in touch with us.

Month: March 2018