Top more 5 reasons to consider Microsoft PowerApps

Technology is always evolving, and there is no surprise that people now have more efficient solutions to most problems. However, to reach a smooth path for your business operations and build custom solutions, many decisions and a lot of collaboration must be carried out. This is where Microsoft PowerApps come in handy to most businesses.

What is Microsoft Power Apps?

In order to rapidly and easily establish business applications, Microsoft PowerApps is a software-as-a-service (SaaS) platform that comprises connectors, services, apps, and database platforms.

Power bi

Why do you need PowerApps in business?

microsoft power-appsPowerApps is the driving force behind Microsoft’s entry into low-code development platforms. The plan is for inexperienced app developers. As it is a method for developing business solution apps, we can refer to it as an interface that reduces actual development costs and coding. Let’s discuss the reasons below why you should consider Microsoft PowerApps for your business.

Fast, professional app development for your company is one of the main advantages of Power Apps. No longer do businesses have to wait for IT. If your IT staff has a significant backlog of projects, Power Apps is a lot faster than traditional development methods for creating and deploying apps.

You can simply design an interface, connect your data, and do much more with the low-code platform’s intuitive drag-and-drop interface and pre-built templates within weeks, if not days.

It’s always been challenging to integrate various phases and applications. Some businesses experience delays as a result of a lack of expertise or expensive costs associated with creating the platforms’ interfaces.

Existing tools, such as Office 365, Microsoft Excel, Onedrive, SQL, Salesforce, MailChimp, SharePoint Online, and Azure, are easy to integrate with PowerApps.

It’s crucial to remember that your employees are your most valuable resource when you have a distributed workforce. Participating in digital transformation is a great approach to raising morale and bringing people together.

Power Apps’ low-code functionality can enable your staff to participate in creating the apps they want to see. Additionally, it gives developers more freedom to make better applications. Power Apps also lessen the workload for IT.

What sets Power Apps apart from rival offerings is the “low-code approach to app production.” This indicates that anyone, regardless of technical proficiency, may make apps. It’s actually quite difficult to learn how to build apps on your own, so unless you’re a developer, it’s best to work with your Microsoft Partner on all except the simplest applications.

A low-code approach has several benefits, one of which is that an app may be delivered much faster than with conventional development methods and proper content management.

Power Apps shortens the time needed to create business applications for the three most widely used operating systems: iOS, Android, and Windows. This is accomplished by automating the workflows, utilizing a visual designer, and leveraging templates. Think about the time and money you will save by creating simple apps in-house. Thanks to Power Apps, new apps get into employees’ hands more quickly than before.

Get In Touch

While the world is shifting, you need to be more efficient with your online presence. To have a smooth process of managing apps, data, or communication with your teams, Microsoft Dynamics 365 Power platform can play a vital role. For a more efficient integration of it, DFSM is here to provide help.

Besides, if you want to know more about the effective usage of the Microsoft OneDrive account, OneDrive business benefits, and OneDrive app, follow our blogs to learn.

customer support

3 Reasons To Integrate Dynamics 365 CRM With Your Accounting

Accounting CRM exemplifies how this type of management software may be beneficial to departments other than marketing and sales (contrary to what some may think). In reality, a properly deployed Dynamics 365 CRM centralizes all of your data. And also brings all of your company’s stakeholders together (clients, external collaborators, vendors, suppliers, etc.). What’s the end result? It becomes much easier to manage your relationships and conversations.

What are the most common features of Microsoft Dynamics 365 for accounting to help you with it?

Office 365

Dynamics 365 CRM Features

Here are some of the most compelling features you can look forward to in a Microsoft Dynamics 365 solution and enhance your project management.

Dynamics 365 includes robust reporting and analytics features that let you swiftly gather information, track performance, and make data-driven choices.

Dynamics 365 combines CRM and ERP functionality, allowing you to manage all of your sales, marketing, customer support, and operations processes in one place.

Within the CRM, app modules allow you to construct bespoke, highly targeted apps or business process flows.

Dynamics 365’s unified UI adapts to the device or screen being used. And ensures a consistent and highly accessible experience across the web, Outlook, and mobile devices. Ultimately, making it easy for you to tackle any business operations and customer service.

Moreover, here are 3 compelling reasons to use Dynamics 365 CRM as your accounting tool to help your company develop.

3 Reasons to get Microsoft Dynamics 365 CRM for accounting

Once you have the opportunity locked in CRM, the following process is billing. Customers will go away if the software is prone to error or slow.

Billing creates invoices immediately from the date entered into the Accounting software, turning billing into a simplified, error-free process that improves customer satisfaction and cash flow. Billing automates your invoicing process by drawing on data currently stored in CRM, eliminating the need for manual re-keying or complicated integrations.

As invoices are stored in CRM, users can take advantage of the platform’s easy customization to develop and streamline invoice payment and collection policies. Furthermore, moving the billing process from the back office to CRM allows the entire business to communicate in real-time.

Besides that, CRM also automates reporting, helping you to gain greater clarity and financial insight into sales, marketing, and other things.

Many businesses do not map the entire accounting entity. That is why companies employ journal entries, such as payroll summaries at the end of the pay period, retail sales at the end of the day/week/month, or deferred revenue recognition. All of these accounting entries can be automated with the help of additional apps like CRM, Timesheet, and Point of Sale.

Bottom line

Well, we all can agree that Microsoft products never fail to amaze us. So, be it field service or financial management of cash flow, we can always rely on Microsoft and its tools. Now, if you are looking for ways to improve your accounting department, let the DFSM help. Our experts can implement the custom Dynamics 365 accounting solution for you.

WHY DFSM

Dynamics 365 Quickbooks Integration

An organization’s sales and accounting departments are mutually dependent. For transparent transactions, both require some info from the other. However, because both divisions use distinct programs, syncing Sales and Accounting can be difficult for management.

Confidential data must be controlled at all times, and every step and transaction must be monitored to assure data integrity. It has an exorbitant expense of managing two systems separately, and a significant portion of the manpower is squandered.

Because of its intuitive functional architecture, many firms utilize Dynamics 365 CRM to manage their sales. However, Sales isn’t Dynamics 365’s only feature; it may be coupled with other systems to execute tasks that go beyond its designated touchpoints. Integrating Dynamics 365 with Accounting Systems is an excellent way to get the best of both worlds.

QuickBooks

Does Dynamics 365 integration with QuickBooks?

Intuit QuickBooks is a popular accounting system that works well with Dynamics 365 CRM, and combining the two can be a game-changer. It may be used to embed accounting data within Dynamics 365 CRM, allowing the Sales and Accounting teams to work together seamlessly.

Does QuickBooks have CRM capabilities?

Not really. Intuit’s QuickBooks is an accounting solution that is especially popular with small and medium businesses. It becomes vital to develop a Customer Relationship Management (CRM) system as a firm grows.

These businesses may at first try to use QuickBooks as a CRM (not a good idea!), but they will eventually opt for a CRM that is specifically designed for QuickBooks Online. This is when QuickBooks integration with business central can improve its abilities a lot.

Microsoft erp and crm

Integrate QuickBooks

QuickBooks and Dynamics 365 are a great match and can be unbeatable when used together. These solutions may be used to integrate accounting data with CRM, allowing for seamless communication between sales and accounting staff. Sales management is one of the features of Dynamics 365 CRM, but it’s not the only one. Its integration with other systems, such as QuickBooks, allows it to go beyond its initial purpose in terms of performance. It has been demonstrated that moving to an interface that integrates Microsoft 365 and QuickBooks into one is a lifesaver for business efficiency.

Purpose of Integration
Integrate QuickBooks with Dynamics 365/CRM to:

QuickBooks to ERP

Process:

The Quickbooks and CRM integration process entirely depends on your needs. However, you can look into how to integrate QuickBooks API on your own by using the API.

Just be cautious!

And be aware that this will necessitate a thorough examination of the QuickBooks API documentation. The QuickBooks Online API documentation on the Intuit Developer site (link at bottom) is actually fairly well organized, but it doesn’t make the work any easier.

You’ll need an Intuit Developer account to get started. Then, in order to generate your development keys, you must first construct your app. Finally, you can go to the OAuth 2.0 authentication, which is always a pain, and then to the required API requests.

ERPCRM

Get in touch

The process for integrating QuickBooks is completely different for every organization. So, if you are looking for professional assistance on this matter, we at DFSM have a great deal for you.

Be it Microsoft power automate QuickBooks implementation or simple integration, we analyze your business before getting into the real process. Then offer a most suitable solution of integration. You can also reach to us for Microsoft products, including Microsoft Dynamics 365 and Microsoft office 365 related queries. Reach now for more!

dfsm team

Dynamics 365 & Power Platform 2022 Release Highlights

Microsoft’s recent announcement on the Power Platform’s new advancement has brought various updates focusing on team-based collaboration, customer experience, mobile capabilities, people management, and financial transaction ease.

From April until September, the first wave of the 2022 release will take place, with regional deployments beginning on April 2. As we all know, these release plans might be a lot to take in all at once. As a result, we’ve compiled a list of important updates from various modules.

Microsoft-Power-Platform

Model-driven apps 

Microsoft is planning to replace the legacy advanced find experience with a modern advanced find with a new view management experience in the next Release Wave. This includes the following:

Other than modern fine you will also have other features including:

Dynamics 365 Sales

Sellers can now take advantage of the power of data and intelligence to aid them before, during, and after each encounter. Furthermore, to speed their pipeline, sellers can focus on the most important operations and communicate using Teams from within Dynamics 365. These changes will enable your salespeople to close more deals faster while being as productive as possible.

Powerful new enhancements to Dynamics 365 Sales: The following are some of the most intriguing aspects of our watch:

Dynamics 365 Marketing

By enabling collaborative content creation with Microsoft Teams, Dynamics 365 Marketing continues to invest in collaboration. Marketers can improve authoring efficiency by using content fragments and themes. Marketers can now author content with deep customization utilizing codeless experiences thanks to investments in data and AI.

The major developments include:

Microsoft Dynamics 365 sales & marketing

Dynamics 365 Customer Service

Improved email templates are the most interesting changes to the Customer Service module for the initial version of the 2022 release. As a result of the enhanced feature, you will be able to:

In the new insert template experience, there’s a new template gallery with a variety of views and search options based on title, subject, and content.

Filters can be customized and saved as a new query that users can use to choose templates in the future.

The other developments are:

Economic Impact

Dynamics 365 Field Service

In the latest release of Dynamics 365 Field Service, there are improvements to mobile usability.

Customizable quick action shortcuts from the booking calendar control and asset data displayed within the booking form will be added to the mobile experience.

Power Apps Web Portals

A new option for leveraging Dataverse record search across tables and columns in portals in compliance with security limitations will be included in this Release Wave. This will be the default experience for all new portals, and Microsoft believes that Dataverse search will eventually replace the present search experience, though no specific timeframe has been provided. (It will be available in April.)

Field Service

What’s more?

Relevance search will take the role of the existing portal’s global search capabilities. Among the new capabilities that give knowledge articles, an extra layer of portal access control is additional filter limits and content level access.

Power BI

So, what's new in power bi?

Power BI will fully connect with Outlook and Office Hub in this iteration, which is a unique feature. Customers may now quickly and easily locate and consume data and insights in context thanks to this update. This feature aids in the development of an organizational data culture.

Power BI will fully connect with Outlook and Office Hub in this iteration, which is a unique feature. Customers may now quickly and easily locate and consume data and insights in context thanks to this update. This feature aids in the development of an organizational data culture.

Power BII
WHY DFSM

Bottom line

In this blog, we’ve highlighted a few of the 2022 Release Plan’s most outstanding and anticipated features, but there are many more. Stay with us and DFSM will keep updating you on the new features or any updates on Microsoft Dynamics 365. If you are looking for a relevant D365 solution or want to know about Microsoft products and services, reach out, and let’s see which solution fits your organization.

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