The 7 Most Demanding Functions of an ERP System

Are you an in-line manager trying to convince your executive management to implement the ERP? Well, it is a hectic task and might also require a lot of research and effort to help your senior management understand the need for enterprise resource planning ERP solutions for the company.

To help you with it, we will talk about the top 7 ERP solutions in the market. Each of them possesses the best management, planning, and financial features. Let’s learn more about it.

Why do you need ERP?

ERP’s modular nature, which allows it to adapt to changing company needs, is one of the primary reasons for its high prevalence. Only courses relevant to a firm’s activities, business strategy, and major challenges are available for purchase and the sales team. As the company grows, it can add ERP modules to suit new demands or issues.


The Top Seven ERP solutions on the market are:

The benefit of ERP software is that it allows for adding new features while maintaining the present framework. When requirements change, the firm does not need to build a new ERP system, which is time-consuming if it picks an experienced ERP supplier with a wide choice of modules.

However, before picking up custom modules and functions, let’s talk about the top 7 ERP software available in the market.

7 Core functions of an ERP Systems

ERP offers various modules. However, the most common and in-demand modules are as follows.

The procurement module, also referred to as the purchasing module, helps a business buy the resources or materials needed to produce or sell goods. By maintaining a list of authorized vendors and connecting those vendors to specific items, this module enables organizations to manage their supplier relationships.

Businesses may better manage their product development and production thanks to manufacturing. Users are equipped to manage resources, finances, and the shop floor thanks to these ERP capabilities.

Planning and scheduling, budgeting, forecasting, procurement, and materials management should all be supported by your manufacturing system.

Another form of back-office software that contemporary ERPs provide is human resources. All HR processes that an employee goes through while working for your firm are covered by ERP software.

One of the numerous features of ERP is applicant monitoring, which enables users to monitor potential employees as they apply for positions. It enables your HR team to look for the best applicants based on the standards your team establishes.

The ERP’s finance management module is crucial for organizations because it gives them insight into their current financial position and future prospects.

This module includes crucial functions, including general ledger management and accounts payable and receivable tracking.

Users of ERP software are typically provided with reporting capabilities, so they may explain data analysis to end users. This enables users to exhibit data using visuals such as bar graphs, Gantt charts, and pie charts. They can also limit access to the data based on the user’s credentials.

The majority of manufacturing sectors struggle to control their inventory and supply networks. They could not receive real-time stock updates and had to accept the loss due to not refilling promptly.

Real-time data sharing technology features modern ERP systems, allowing companies to obtain stock status information rapidly. As a result, the process of receiving and distributing orders to the appropriate vendor is streamlined and effective.

All client and prospect data is kept in the customer relationship management (CRM) module. There are different types of CRM, CRM tools and CRM platforms.

However, most of them include the person’s purchase history as well as the company’s history of communications with them (such as the time and date of calls and emails). Because staff members can quickly access all the data they want while dealing with a customer, a CRM enhances customer service.

How to choose the right ERP that fits my business requirements?

DFMS SERVICESUtilizing the flexibility provided by the cloud, ERP systems have transitioned from a single-software strategy to a platform model with core functionality connecting to numerous, smaller, more agile apps.

Since they are deployed and managed remotely, the organization is not burdened with the costs associated with purchasing, maintaining, and updating hardware, infrastructure, and resources. Automatic software upgrades come at regular, predictable intervals.

As a result, consider your business needs, expenses, and installation procedure while selecting the ERP system.

Bottom Line 

dfsm teamERP systems also use the cloud to handle data more rapidly, reliably, and securely. Data can be utilized for a variety of purposes, such as reporting, artificial intelligence, and extremely effective predictive analytics.

According to market trends, Dynamics 365 Business Central from Microsoft is the most popular solution for small businesses/SMBs. Business Central allows organizations to manage every aspect of their operations using data-driven insights. Businesses can examine the data and use it to help them make lucrative decisions.

So, if you’re uncertain about the best cloud-based ERP solution or CRM Software, DFSM specialists can provide you with practical guidance for your firm.

Side by Side Dynamics 365 Comparison :Business Central, Finance and Supply Chain

The idea of having a smooth operational process at your organization sounds very tempting unless you have to choose between the two options. You have to plan, figure out your business needs, future, and much more to get the one that works for you.

When we talk about ERP business and industry, Microsoft has always been the leader in custom solutions. Since it has been there for many years, many different solutions exist.

Modern ERP solutions enable an organization’s efficient and effective digital transition. One of the advantages of having a successful ERP solution is being able to use the power of data availability to accomplish the organization’s goals, provide a positive disruptive presence in their sector, and outpace the competitors. However, picking an ERP that meets your demands now and in the future can be very challenging.

Let’s compare Microsoft dynamics 365 BC and Dynamics 365 Finance and supply chain without further delay.

What is Microsoft Dynamics365 Business Central?

Business Central is an all-in-one ERP system that combines finance, supply chain management, sales, and customer care. Microsoft’s cloud-based ERP solution is designed for small and midsize businesses.

In addition, it is made to assist businesses in managing their funds, projects, services, production, and shipping. To aid in sales efforts, Business Central has relationship management features too.


What are Microsoft Dynamics365 Finance and Supply chain?

It is a powerful and all-encompassing financial, manufacturing, and retail solution. Microsoft Dynamics 365 for Finance and Supply Chain Management streamlines business operations, complicated financial structures, and international expansion while assisting you in managing organizational risk.

Dynamics 365 BC vs. Dynamics 365 Finance and supply chain


Dynamics 365 BC

Dynamics 365 Finance & Supply Chain

Company Size

Small businesses to Midsize companies

Midsize to large enterprises

User Range




  • Dynamics 365 Business Central Essentials: $96.10 Per user/month.


  • Dynamics 365 Business Central Premium: $137.30 Per user/month.


  • Dynamics 365 Business Central Team Members: From $11 Per user/month.
  • Finance or Supply Chain Management: $180.00 per user/month.
  • Add Finance to Supply Chain or Supply Chain to Finance: $30.00 per user/month.

Business Requirements

With extensions, which are add-on applications that you can find on Microsoft AppSource or your Dynamics 365 partner can design for you, you may increase the business capabilities in Business Central.

Large corporate organizations that need to manage numerous intricate business processes for production and supply chain management may consider finance and supply chain management.

Product Geolocation

For many businesses, the optimal method is to monitor products in Business Central using batch or serial numbers.

Finance & SCM provides extra monitoring through the use of a pallet’s allocated identification number.

Supported Industries

Discrete manufacturing, project management, supply chain management, service management

Manufacturing, Distribution, Project Based including Professional Service industries, Public Sector, Retail.

Manufacturing modes

Discrete manufacturers get the Integrated ERP solution.

The system is intended to be a complete solution for discrete, job shop, process, lean, and mixed-mode production.


You will have the facility of intercompany in Business Central.

Operate several organizations within a single database, with easy interoperability between them.

Service Deployment options

Cloud-based deployment



Cloud-based. (Cloud-connected on-premise option coming.) Anywhere, Anyhow, Anytime.

Client Deployment options










Dynamics 365 Business Central is simple to set up and use.

Dynamics 365 Operations is more functionally rich than typical on-premise ERP software, necessitating more considerations during the setup process.

Business Intelligence

Microsoft Power BI and several other business intelligence software are available in AppSource.

You will have access to Microsoft Power BI and many other BI applications.


  • Financial Management
  • Reporting and Analytics
  • Order Processing
  • Sales & Marketing
  • Warehouse Management
  • Resource & Project Management
  • Service Management
  • Manufacturing
  • Production Planning
  • Production Control
  • Inventory Control
  • Sales Management
  • Purchasing Management
  • Quality Management
  • General Accounting
  • Project Accounting
  • Expense Management
  • Cost Management
  • Accounts Receivable Management
  • Accounts Payable

What is the level of complexity for D365 BC & D365 FSCM?

Business Central And Microsoft Teams Integration

Business Central & Finance and Supply Chain Management are all capable of assisting product-based organizations in industries such as manufacturing and distribution. However, the level of complexity that these systems can handle is proportional to the size of the enterprises to which they are most suited.

Business Central is not a simple solution, but it works best for organizations with defined procedures. For example, integrating Business Central into an existing IT infrastructure is simple for manufacturing companies with sequential activities. Business Central will then manage money, inventory, and supply utilization planning.

Finance and supply chain management collaboration will streamline even the most complicated operations. Your company can use IoT intelligence to control overall production, view all technology involved in a given process, and track pertinent sales and marketing data on the supply chain management side.

The Finance module handles AP and AR, assists your teams in creating and adhering to budgets, and compensates for variations in legislation between the public and private sectors.


D365 BC is typically known to help small and medium-sized businesses (SMBs), whereas D365 FSCM is thought to benefit complex and huge organizations. This is due to the profiles of their respective installed bases, which support this notion, indicating that the two solutions have settled into their proper positions.

There is a huge overlap in the sizes of organizations that use each product, so it doesn’t really matter how many clients you have or how big your company is. Instead, it is tailored to your specific business requirements.

Are you trying to determine which ERP selection is suitable for your business? We at DFSM can help you with the process, from analyzing business needs to implementing costs. Consult with our team about the ERP, Microsoft dynamics 365 finance pricing, and business central options. Know about Microsoft products and services with us to make your Enterprise Resource Planning – ERP selection process easy.

Microsoft Dynamics Professionals

Modernising your business APP with Microsoft Azure

Software environments have become increasingly complex, reducing productivity and rising maintenance costs, preventing agility. Companies are under increasing pressure to upgrade their IT as they evolve in an increasingly competitive environment. Azure is the solution for resolving technical and financial issues, maximizing resource utilization, improving security and reliability, and launching new business activities quickly.

When developing an app service modernization strategy, it’s critical to figure out where your company’s major IT problems are. And IT tries to meet business demands on a shoestring budget most of the time.

Microsoft Azure provides a flexible platform for app deployment along with the azure applications list. You can modernize your business apps using any of these four strategies:

Four strategies for azure app modernisation

As a leading IT solution provider, Microsoft business applications always have been the greatest support to organizations. And if you follow the four strategies below, you can have a smooth process of modernizing business applications.

This no-code solution, often known as “lift and shift,” allows you to transfer your existing apps to Azure without the risks easily or to bear the expenses of making code changes.

Best used for:

  • Quickly migrate applications to the cloud service.
  • Apps that use Azure IaaS scalability.
  • Businesses that require the apps yet do not demand immediate capability changes.

This cloud azure migrates approach is known as “repackage.” It involves certain changes to the application design but no wholesale changes to the application code.

Best Used for: 

  • When you already have a codebase and development experience.
  • The portability of code is a concern.
  • A simple way to update your apps.

Modernize your web app using Azure to make it more durable, highly scalable, and independently deployable.

Best Used for:

  • Profiting from previous application investments.
  • Scalability requirements are met cost-effectively.
  • Adding Azure functionality to existing applications.

Rebuild a program using cloud-native technologies, eliminating the cost and complexity of software licenses and the need for underlying application infrastructure, middleware, and other resources.

Best Used For: 

  • When your current application slows you down, you need to develop quickly.
  • Developing cutting-edge programs that use artificial intelligence (AI), blockchain, and the Internet of Things (IoT).
  • Business innovation is being accelerated.

Microsoft Azure is the solution that allows you to concentrate on expanding your business through modern applications rather than managing your IT resources.

Final Words

Microsoft apps are fantastic for accelerating business growth and have accompanied businesses on their journey. Azure is the way to go if you want to upgrade your commercial applications or web applications. The four strategies listed above can assist you in keeping your application development process on track.

To help you move forward with executing these strategies, DFSM can help you fully utilize the Azure functions.

dfsm team

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.


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


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.


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

How to protect your Data with Dynamics 365 from ransomware

Ransomware attacks are growing increasingly widespread. Encrypting important data and leading organizations to lose it has become a common practice. The financial impact of extortion payments requested by hackers, as well as lost revenue while critical IT systems are restored, is significant.

dynamics 365 portal app

Ransomware is a type of computer virus. Ransomers use it to encrypt files and render them inaccessible to users and organizations. Businesses are left with few options other than paying a ransom to recover their locked files using the encryption key. Several ransomware variations have added new capabilities, such as data theft, to entice victims to pay the ransom.

Ransomware has evolved into a global danger that has hurt some of the world’s most recognizable businesses. Basically, Ransomware is a threat to businesses of all sizes. Before digital files can be retrieved or restored, ransomware effectively “takes” them and demands a monetary ransom.

Ransomware is a destructive, malicious attack that may be devastating to both large and small enterprises. Yes, ransomware attacks pose a risk to your business.

How does Microsoft help you with Ransome detection and Ransome recovery?

When ransomware attacks your OneDrive files, ransomware detection notifies you and guides you through the recovery process. Ransomware is malicious software; which encrypts your data and makes it impossible for you to access it unless you pay a ransom.

If Microsoft 365 detects a ransomware attack, you’ll receive a notification on your device and an email from Microsoft. Your first notification and recovery are both free if you haven’t already done so.

With Microsoft, you can also follow the few steps and you will be able to recover the files immediately.  Following are the Microsoft ransomware recovery steps to follow with one drive.

Ransomware Recovery

With the zero-trust design, ongoing security assessment, the principle of least privilege, and security awareness training for its staff, Microsoft 365 is extremely secure. It cannot, however, protect you from attacks or data loss that happens due to malware, ransomware, human mistake, sync difficulties, or malicious deletion on your end.

The most common channel for ransomware is email phishing, and the omnipresent Microsoft Office 365 email is regularly targeted.

There have been increasing allegations of Microsoft Office 365 being targeted by sophisticated ransomware attacks, such as WannaCry, Cerber, Wickr/Hello, and others, due to its sensitive personal and business-critical data.

Ransomware can access your network with just one click on a phishing link in an email or Team conversation.

Once inside, the ransomware can erase, encrypt, or exfiltrate data saved in Exchange, OneDrive, Outlook, Calendar, and SharePoint. Microsoft has heeded the warning and has developed a suite of solutions to safeguard data against ransomware, including Exchange Online Protection (EOP) and Microsoft Defender.

  1. With Microsoft Secure Score, you can evaluate your organization’s security settings.
  2. To detect, alert, and block the sharing of sensitive data, use Microsoft Data Loss Prevention (DLP) policies.
  3. Use Microsoft Defender for Cloud Apps to keep an eye on and prevent sensitive data from being downloaded.
  4. Configure Exchange email settings to industry-standard security configurations, as phishing is the major vector.
  5. MFA (Multi-Factor Authentication) is a powerful barrier against viruses (and an Office 365 mandate). Check to see if MFA is necessary.
  6. To classify sensitive “ransomable” data, use Microsoft Information Protection.

The best practices are simple to follow in this case. Upgrade your IT security protection, patch software on a regular basis, establish cross-organizational cybersecurity training efforts, and keep your incident response plans up to date.

Microsoft Dynamics 365 (1)

Get in Touch

You may go through all the processes to recover data, but ransomware recovery services may never be sufficient. Even the procedures by Microsoft can fall short. So, the best practice is prevention. One of the best prevention methods is a cloud-based Azure backup solution or Microsoft Dynamics 365 cloud. This can be quite helpful to avoid losing data at all. Also, this can help you protect your data from human-operated ransomware attacks.

Moreover, if you are still facing problems, we at DHRP can always assist with our best solutions.

Microsoft Dynamics 365 Experts

Data security in Microsoft Dynamics 365 and Azure

While the world is fancying cloud services, they are also concerned about security. Still, though, people are investing in cloud services. According to Gartner Inc, analysis shows the spending of 18.4% in 2021 on cloud services. And it is expected to increase by 45% by 2024.

Does it alarm you even more, especially about the security? Well, you are not alone. So, it is not just about organizing the work or staying competitive or resilient; you also have to ensure data security. Like any other tool provider, Microsoft also claims to ensure security. But let’s have a brief analysis of how secure is Microsoft Dynamics 365? Let’s get started!

Microsoft Dynamics Shifts Towards Cloud-based Strategy
Data Security

Microsoft's Approach to Security

In 2020 Microsoft got positioned as a Leader in 4 Magic Quadrants on security. It shows the perfect credibility, right? They tackle cloud security with “Zero Trust.” This model assumes a breach and clearly evaluates the security condition of identity, endpoint, network, and other resources based on all available signals and data. It focuses on contextual real-time policy enforcement to achieve the least privileged access and limit hazards.

Security in Azure: How Safe is the Microsoft Cloud?

All of the data from Microsoft is hosted on their cloud service Azure. Azure runs from over 100 secure Microsoft data centers across the world, each of which is protected with multiple layers of security. They also provide video surveillance and other security measures 24 hours a day, seven days a week.

Furthermore, Azure is the first cloud platform to allow Trusted Execution Environments (TEEs) based on both software and hardware (TEEs). Basically, TEEs protect encrypted data from unauthorized access and tampering, whether it is stored, in transit, or dormant.

Microsoft employs 3,500 cybersecurity professionals, including 200 who are always looking for flaws, to make it even more dependable. Any defects found in security are included in Azure’s operational security protocols in order to increase its defenses against external threats. Hence, the dynamics 365 encryption game is up to the mark.

dynamics 365 portal app
Microsoft Dynamics 365

Microsoft Dynamics 365 security: How Does That Work?

Microsoft just acts as a custodian, encrypting your data. Also, Microsoft was the first cloud provider to comply with ISO 27018, a set of ethical criteria. It ensures, for example, that your data and your customers’ data are only used to provide the agreed-upon services and are never shared with third parties for advertising or marketing purposes.

In all Microsoft Dynamics 365 applications, access and rights can be configured and enforced. These privileges protect data access and include the following:

Cybersecurity is a process that never ends. With developing cyber threats and increasingly sophisticated attacks, it’s vital to examine whether your provider has the expertise, resources, and commitment to protecting your data.

The Dynamics 365 security and compliance approach are unique in the market, and it offers two major benefits: an integrated strategy and great AI and automation.

Data is being produced at a faster rate than ever before. Cloud storage is a critical operational component that most businesses cannot function without. Microsoft offers a variety of solutions, including Virtual Machines (Microsoft or Linux), managed databases, and storage options that reduce in price when you don’t need to access certain data frequently.

You only have to follow the three steps, and you will be done.

  • Enable field security
  • Configure a field security profile and add users
  • Set permissions for a field

However, each field has three levels of permission:

  • Read: This Field Security Profile’s users will be allowed to read the data in this field.
  • Update: Users with this Field Security Profile have the ability to edit and update data in this field.
  • Create: Users with this Field Security Profile have the ability to create data in this field.

Just keep in mind, set the permission, and the process is complete.


Yes, security is a big issue, but Azure has proved itself to be worthy of your investment. As your own ERP and Microsoft Dynamics CRM services provider, DFSM understands your concerns and assures you that with Dynamics 365, your data is safe. If you have any problem with dynamics 365 security configuration and want to know about Microsoft products and services or D365 Finance and Operations, let our expert be at your assistance anytime.

Microsoft Dynamics 365 Experts

What’s Next for Distribution Management in 2022

Distribution centers have been under pressure for some years, and the forecast for 2022 remains poor. And, as companies attempt to recover from the obstacles posed by the global epidemic, several distribution hubs are looking for new ways to increase efficiency.

So, what is the future holding for distribution management in 2022?

Supply Chain management

How to Get Ahead with Supply Chain?

Consumer demand continues to outstrip manufacturers‘ and distributors’ ability to produce and transport goods. Manufacturers are unable to increase capacity because they are experiencing product and shipment delays. Ports and warehouses are overflowing with finished goods. Furthermore, there are just not enough drivers to move goods, resulting in greater freight expenses.

These concerns will persist in 2022, with none of them being fixed fast or fully. The supply chain sector will have to adapt to this new reality.

  • Forget about the just-in-time orders.
  • Invest in creative strategies to recruit and retain employees while managing the labor cost.
  • To protect against any service gaps, distribution centers need to expand their networks by forming more alliances.
  • Invest in technology to make informed decisions.

While we are talking about technology, it can ease the entire process, and nothing here is better than an ERP in supply chain management SCM.

However, these are just the main areas where every supply chain industry has to improve. There are other areas too, and Dynamics 365 can help. Let’s talk about them:


7 key areas for modernizing distribution innovation

It’s still basic sense to keep enough inventory on hand to meet the demand you can expect based on your company’s history, and to avoid locking up funds in overstock—but it’s no longer adequate.

You always have full visibility and useful insights in Microsoft Dynamics 365 to tell you what inventory levels are currently at and how they are trending. The master planning module in Dynamics 365 is the heart of the inventory management system. You won’t have to navigate data silos because all inventory information is stored in a single source.

What if dealing with your firm was the part of their day that suppliers and trading partners looked forward to the most?

On the strength of your items, you can go a long way. However, if doing business with your firm is simple, you may expand your market reach and brand value even more. When you connect with organizations that are much larger than your own or that buy from or distribute to a huge number of enterprises that are comparable to yours, you can attract the kind of attention that makes you stand out.

Microsoft Dynamics 365’s customer relationship management (CRM) capabilities enable you to track and manage commitments, interactions, and experiences with vendors and trading partners.

It can take much more effort and money to regain client goodwill after a terrible experience than it does to obtain it in the first place. When adverse internet evaluations remain discoverable by search engines and on merchant websites, recovery becomes considerably more difficult.

When dealing with large volumes, you may want to test sample shipments; at random. You’re already testing vendor products or components if they’re critical to your manufacturing and distribution of high-ticket, partially customized items.

Pricing, on-time delivery, and professional communications all play a role in a vendor’s total performance, in addition to product quality. Distribution management software like Microsoft Dynamics 365’s scoring capabilities allows you to capture and track such information over time. You can examine individual vendors’ performance or group them into categories.

You outsource customer experience to a degree when you partner with retail leaders. Customers transact business, are billed, and address initial questions to them, not you, in the event of a problem. When you deal with a retailer that portrays itself as “fanatical” or “obsessed” about its customers’ experiences, you must meet their high expectations, or the partnership will fail.

You must keep your end of the bargain by keeping your promises to customers and providing high-quality goods on time, with accuracy and speed in all of your procedures. You may utilize Microsoft D365’s CRM tools to manage your customers and obligations, as well as get a complete, real-time picture of your performance against customer experience and service levels KPIs.

Some distributors sell their items through online retailers, while others choose to sell them through their channels. You’ll have your criteria for doing so, such as profit margins, market share, brand building, and customer segmentation, and Microsoft Dynamics 365 reporting can help you target the right product for the right market and channel.

For many distributors, reminiscing about their company’s past may conjure up images of isolated data sources and disorganized operations. Similarly, sustainable practices were formerly isolated in specific fields. Although the company may have had a strong sustainability message for its consumers and was ecologically conscious in its office, expanding this effort to manufacturing and logistics may have been more challenging and costly.

Microsoft Dynamics 365 can assist you in advancing supply chain sustainability. You can, for example, include ecologically friendly manufacturing, packaging, and shipping in your vendor ratings.

Complying with the terms of your retail trading partners’ contracts may be difficult enough. Compliance can become a dangerous and costly effort when you have to meet regulatory demands for financial management, sustainable sourcing and distribution, end-to-end tracing of components and materials, or product safety. Compliance restrictions can get even more complicated if you expand your distribution to multiple nations.

Distribution management ERP such as Dynamics 365’s compliance and quality management dashboards and analytics tools can help you here. It can assure that your company’s operations and processes satisfy the appropriate requirements.



Get in touch

It’s difficult for distributors to develop and succeed in an ever-changing market. DFSM, on the other hand, can assist by using Dynamics 365 to provide better and more successful digital supply chain strategies. So, if you’re seeking a partner to help you deploy the best ERP system for wholesale distribution, now is the time to reach out to DFSM. Our experts will take your details and suggest the best ERP for wholesale distribution for your business.

Microsoft Dynamics 365 Experts

How to succeed your cloud migration in 2022

With a compound annual growth rate (CAGR) of 28.89 percent, the cloud migration services market is expected to be worth USD 448.34 billion by 2026.

According to statistics, the amount of data stored in cloud data centers will have surpassed 100 Zettabytes by 2025. These graphs depict the expected growth of the cloud market in the coming years.

All the study clearly shows that cloud migration is necessary. Today, we’ll show you how to use cloud migration to reap the full benefits of cloud computing in a cost-effective, quick, and secure manner.

Microsoft Dynamics Shifts Towards Cloud-based Strategy

Basics of Cloud Computing

Cloud computing is the technically correct term for what is commonly referred to as “the cloud.” It refers to the on-demand provisioning of services and underlying IT resources over the internet. As a result of the cloud migration, software and other IT services are no longer installed locally on computers. In the business world, the most common cloud services are Software as a Service (SaaS), Infrastructure as a Service (IaaS), and Platform as a Service (PaaS).

Cloud computing: Common fears debunked

Yes, of course, cloud migration poses a challenge, too – especially for employees who face a lot of changes. Dependencies between different systems as well as special security requirements make these types of projects more complicated.

Let’s start with the most widely held belief: that data stored remotely is less secure than data stored on your servers. This could have been the case at the start of the trend when providers were still figuring out how to use the service while keeping data safe.

According to statistics, only 2% of businesses experience data breaches in the cloud, a figure that’s nearly identical to on-site data or software hosting. The difference is that your cloud provider and your own company share data storage and security responsibilities, making data breaches easier to track. In this light, it appears that cloud data is actually more secure than data stored on your own server.

The cost of moving to the cloud varies depending on the project. They are hard to predict with 100% accuracy in advance. However, you can reduce them with careful planning and the assistance of a knowledgeable migration partner. The more precise the planning, the less likely there will be unexpected costs. The costs of using the cloud are usually lower than the costs of maintaining your own hardware and software.

The cloud, like your own servers, can go down at any time. It’s a possibility that can’t be ruled out. The cloud provider, on the other hand, guarantees its availability. For example, they guarantee a minimum availability of 99.95 percent. High availability is a compelling reason to use a cloud-based backup solution.

The chances of losing data during migration are slim, and there are mechanisms in place to track any losses. Overall, the old system will continue to be used until the new solution is fully functional and has been thoroughly tested.

Why migrating to the cloud pays?

So, if you want your company to be fit for the future, digital transformation is crucial – that is something you read and hear everywhere. However, when making a decision of such magnitude, you should not rely on what is repeatedly echoed. Therefore, we will provide you with a list of the most important advantages of cloud computing:

  • The cloud serves as the foundation for other innovative technologies.
  • The cloud saves you money.
  • A cloud gives you access to state-of-the-art technology.
  • The cloud enables mobile applications.
  • The cloud nurtures innovation.
  • A cloud takes work off of your IT department.
  • The cloud grows with your company.
  • The cloud makes your company more agile.
Microsoft Dynamics Lifecycle Services on Microsoft Azure

Cloud migration: what to expect

There are three phases to cloud migration: preparation, migration, and the post-migration period. There are several best practices for cloud migration. They are a basic guide to help you avoid typical mistakes, speed up the process, and act as efficiently as possible. However, a cloud strategy has to be unique to match your company, its processes, and its requirements. Most people go for Hybris cloud solutions and Microsoft Azure cloud is quite a useful option for it.

Microsoft Azure Cloud 

Basically, Microsoft Azure cloud migration is a radical and comprehensive organizational change because it affects all processes and employees. As a result, if you haven’t done enough homework, you won’t be able to start the process immediately. As the first and most important step, develop your own Azure cloud migration strategy. To work on the strategies, you have the following phases.

microsoft Azure

Migration steps:

The adage “half the battle is won” certainly applies to cloud migration. The more carefully you plan, the more efficient and cost-effective the implementation will be. In phase 1, you lay the groundwork for a successful migration project by making theoretical and preliminary considerations.

The actual migration takes place in the second phase. You’ll begin transferring your data and applications to the cloud with the help of your digitalization partner.

After you’ve made the switch to the cloud, you should continue to adapt to it. That’s how you make sure your environment runs as smoothly as possible.


The best way to compile and work on the strategy is to find the Microsoft Azure cloud service provider with experience. They know all the Microsoft Azure fundamentals and functionalities to ensure that you get the best of it. So, if you need a partner to help you migrate, let the DFSM be your support for it. Reach now, and let’s begin the journey of success. You can inquire us about Azure functions and cloud infrastructure and how disaster recovery is possible with the help of Azure.

Microsoft Dynamics 365 Experts

Dynamics 365 and Power Platform 2022 Release Wave 1 Updates

Microsoft has announced the most recent updates to Dynamics 365 and Power Platform through the dynamics 365 release wave 2021. According to the 2022 release wave 1 plan documents, customers and partners may receive preview and production-ready upgrades from Microsoft from April to September 2022.

Early access will begin on January 31.

The Dynamics 365 release wave schedule now includes Microsoft industry clouds for healthcare, financial services, and nonprofits, as well as the Cloud for Sustainability. To review the dynamics 365 2021 release wave 2 plan, you may have to go through the pdf of 149 pages. Well, we are offering a concise version for a basic understanding to know your needs further.

Dynamics-365 erp

What are the changes in 2022?

So, what you can expect, and when the Dynamics 365 release schedule is due? Plan is already here and access will begin from April. Content fragments and themes can help marketers enhance authoring efficiency. Thanks to investments in data and AI, marketers can now create content with deep customization and codeless experiences. Every customer interaction is crucial, and with this release, we’re allowing our customers to continue the discussion by responding to SMS messages with a tailored experience based on responses utilizing unique keywords that can be added to journeys.

Dynamics 365 enhancement highlights include:

  • 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.
  • Dynamics 365 Sales puts data to work and allows for seamless collaboration, allowing salespeople to be more productive and add value to every customer engagement.
  • With the new Customer Service Admin Center app, we’ve made it easier to get up and running quickly by providing guided task-based experiences.
  • New capabilities and increased usability have been added to the scheduling board in Dynamics 365 Field Service.
  • Dynamics 365 Finance is providing subscription billing to the general public. It is to ensure that businesses can thrive in a service-based economy.
  • Due to better warehousing and factory execution workloads, businesses may scale mission-critical processes using cloud and edge scale units.
  • Dynamics 365 Intelligent Order Management now includes a larger set of out-of-the-box provider connections. It enables speedier deployment and connecting to a larger ecosystem of solutions across the order gathering, logistics, fulfillment, and delivery process flows.
  • To help improve project planning and delivery efficiencies, Dynamics 365 Project Operations is investing in enabling features including onboarding, estimating, and using external talent pools.
  • Dynamics 365 Guides for HoloLens 2 continues to offer capabilities that facilitate author and operator collaboration.

Some more Highlights include:

  • The Dynamics 365 Remote Assist invests in B2B service scenarios by introducing one-time calling to general availability and providing additional calling policies for external users.
  • This release includes customer segmentation and targeting using Dynamics 365 Customer Insights. And, as well as out-of-the-box A/B experimentation and analytics features.
  • Payment Service Providers, even those with a multi-level corporate structure, will be able to offer fraud prevention as a service to their clients.
  • Consent enablement elements in Microsoft’s customer data platform, Dynamics 365 Customer Insights; have been expanded across more areas of Customer Insights.

Microsoft Teams integration becomes even more pervasive for Dynamics 365 apps:

  • Use the built-in Teams chat to collaborate on marketing content generation.
  • From the Sales app, you can collaborate with your sales team.
  • Customer support representatives can integrate data, receive AI-generated chat summaries, and receive AI-suggested connections.
  • Because of the “elimination of license friction” and the improved capacity to display data within Teams, Business Central users can share data in Teams.

Power Platform highlights in this release wave include:

  • The creation of measures using natural language (Power BI).
  • New co-development capabilities in Power Apps.
  • More use of GPT-3 and PROSE AI models for development with natural language (Power Apps).
  • Global search via Dataverse in Portals.
  • Better machine management tools for Azure for RPA (Power Automate).
  • Power Virtual Agents integration with Portals.
  • New document automation capabilities in AI Builder that use semantic understanding.
  • Support for Dataverse data export in Delta Lake format.

What is the future of Microsoft Dynamics 365?

While a major custom-scope project may be a suitable fit for some businesses, others prefer to start small by deploying a solution with minimum customizations to the Dynamics 365 system out of the box. This is gradually developed and expanded after the original launch to boost performance even further. This is a popular choice for businesses wishing to cut expenses upfront, simplify the adoption, and achieve immediate wins.

Microsoft is always innovating and improving its technology and product capabilities. You can be confident that your CRM system will grow with you thanks to regular upgrades and two major releases each year.

Evolution of Dynamics 365

Manage Allergens and Organics seamlessly with Dynamics 365

In the food and beverage business, careful control of allergies and organics is becoming increasingly vital. To avoid cross-contamination, properly label products, and fulfill the expectations of customers, consumers, and regulators, organic food manufacturers must actively control and track both along the manufacturing process.

It is simple to employ a combination of different management systems to retain business information across the board when a food production company is still tiny. To keep track of things like production orders, batch control, quality management, and so on. You can use excel sheets, classic pen and paper, and area-specific software. Only an ERP system (such as Microsoft Dynamics 365) can offer the integrated capabilities required by successful food and beverage manufacturers as the firm grows.

Examine how an ERP like Dynamics 365 in the food industry with specific capabilities, such as Enterprise Resource Planning (ERP), can consolidate essential areas of food and beverage manufacturing, saving time, lowering risks, and assisting manufacturers in producing consistent, high-quality goods with every batch. Additionally, it also eases up the food production inventory management to manage resources too.

Microsoft Dynamics 365 (1)

Farm-to-Fork Traceability

Farm-to-fork traceability is critical for natural and organic food producers because it protects brand equity and gives consumers confidence in their food purchases. Shoppers can obtain product information such as nutrition and allergen information, organic certifications, recalls, freshness, and country of origin information thanks to farm-to-fork traceability.

Advanced Production Scheduling

Food producers’ production scheduling is complicated enough, but with additional considerations to consider such as allergies and certified organic products. It may take a lot of effort and planning to ensure that production is time in both a cost- and time-effective manner. Not only is it critical to include allergen-influenced sequencing in your production scheduling, but it’s also critical to reduce the time it takes to transition from conventional to organic production.

Production Scheduling
Quality Control Manager

Quality Control Manager

Despite the fact that HACCP (Hazard Analysis and Critical Control Points) is only required for juice and meat, it is used on a voluntary basis in many other food and beverage industries. To limit the risk of product contamination, companies using this strategy need a HACCP solution that allows non-compliant tests to be notified swiftly and correctly.

Advanced Lot Traceability

Yes, recalls can happen no matter how hard food processors attempt to avoid them. Therefore, with a lot of traceability technology in place before you ever have to deal with one is the best way to avoid them. This platform must give companies instant access to all lot information, allowing them to respond promptly to recall concerns.

Lot Traceability
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The payback of investing time and resources in appropriate management is worth it, considering the increased customer demand for organic and allergen-free products. People are paying more attention – and spending more money – in search of specific products that fit their dietary and lifestyle needs. If you are an organic food manufacturer, you probably have the need to manage the allergens too. Hopefully, the features of Dynamics 365 will be amazingly helpful for you. For assistance on implementing Dynamics 365 and ERP in the food industry, reach out to the DFSM for their expertise now.

How to Migrate from QuickBooks to ERP (Signs, Plan, common mistakes to avoid)

QuickBooks has long been trustworthy accounting software for small businesses, but as these organizations grow into the medium category, they run into certain issues. QuickBooks’ rigidity and limited scalability make it a poor fit for a developing business. If you need to use spreadsheets and other software to complete tasks and experience slow reaction times, your QuickBooks system has reached its end of life. Enterprise resource planning (ERP) software is now available to you.

In every manner, ERP software outperforms QuickBooks, providing complete capability, agility, and scalability to support corporate growth.

While you are planning on migrating to the ERP from QuickBook, do you think you are prepared? Let’s find out.

Have you ever tried shifting the house or office? Packing, loading, unloading, and still, something goes wrong. Why? It happens because something went wrong during the process. We learn our lessons from others and avoid repeating those mistakes again or for ourselves if it’s our first time.

Similarly, migrating your QuickBooks to ERP requires some extra attention too. Now, you need to know if you really need to migrate from QuickBooks to ERP. If yes, then how to do it and how to avoid mistakes?

Top Signs you need an upgrade QuickBooks to ERP 

Do you hear your accounting team complaining and ranting about the business complexities? Well, we know businesses are not getting any easier. Businesses thrive with constant scaling. If you are not growing, you are probably going to hit rock bottom which is not good for business in digital times. Sounds scary?

Considering business complexities along with the benefits of ERP, we have gathered information on all the signs warning you to upgrade QuickBooks to ERP.

  • Manual data importing & unreliability
  • Storage Limitations Leading to Performance Slowdown
  • Falling Short of Industry Best-Practices
  • Lack of Manufacturing & Inventory Capabilities
  • A Barrier to Fast Decision Making

No. QuickBooks is a software application that can be used to track sales and income, manage payroll, and prepare for tax season. However, ERP systems allow you to keep track of all of your company’s assets, not just its financial assets.

QuickBooks is most commonly used by businesses with 10-50 people and revenue of $1 million to $10 million.

For many businesses, QuickBooks has become the industry standard for small business financial management software. Although it can be a good fit for small firms at first, it can rapidly become the torment of your finance team’s existence once you reach rapid growth. An upgrade from QuickBooks can relieve your finance team’s anguish and help you set up your company with the systems it needs to support its growth and expansion.


QuickBooks to ERP migration Process

Planning for a migration? Well, before that you might have considered going for ERP software integration with QuickBooks, but it requires compatible ERP and it can be tough. However, the migration is a bit more convenient. So, how to migrate QuickBooks to ERP? Let’s check out the process.

In comparison to ERP data management, QuickBooks data management is generally straightforward. ERP solutions provide a broader range of features than QuickBooks. This can be difficult to understand when attempting to calculate things like inventory value depreciation.

To begin, identify which aspects are critical to the company. You might think of something like this:

  • Inventory stock levels, cost, and lead times
  • Existing customer orders including deadlines
  • Current balance sheet
  • Existing vendor orders
  • Plants, plant equipment, and assets

The successful migration of relevant data to your ERP system is critical to the success of your integration. It can be complicated because most ERP systems include features that QuickBooks does not.

Missing data can lead to inaccurate reporting, and data loss is common during migrations. If you use mission-critical stock but do not account for it in the new system, for example, it will not reorder on time or appear in a report.

These can result in expensive delays and even damage to a company’s reputation.

The utilization of trained teams is the solution to data migration challenges. Good ERP software companies will have their own and will be happy to walk you through the process. Some people may take care of it individually at first and then train others.

When their own data is being moved, make sure department leaders are present. This is an excellent opportunity to sanitize data and save time in the future. The data that will be discarded will be chosen by your department heads. It’s pointless to migrate data that isn’t relevant.

Following the completion of the data migration to the new system, you should consider the additional options available to help you manage your business more efficiently. Tell your support staff what you want to see and how you want the system to function. As a result, they should instruct you on how to use and configure the system.

Permissions for responsibilities and job positions should be organized in a hierarchical fashion. They can be changed later if necessary. Allow enough time for the new system to become established. Use a test system for final checks. This should entail the second round of data cleansing, using the same procedures as before.


The planning step clearly shows the significance of the staff training.

When the system goes online for the first time after training, expect teething problems. It’s critical to give your team your complete support and to instill trust in them. Switching from one system to another, especially one as complex as an ERP, can be intimidating.

You should quit utilizing the old system only when you and your team feel confident. Do not make a hasty transition to the new ERP-based system. It’s not a sprint; it’s a marathon. You don’t want to make a mistake and destroy your reputation as a result.

migration Process

Top 5 Mistakes for and how to avoid them

Finally, moving from the Quickbooks to ERP? Great choice. However, there are plenty of organizations complaining about ERP. It is not because they got the wrong RP, but they made mistakes during the migration process and now it is in a bad situation. If you don’t want to end with bad results, avoid the following mentioned mistakes for good.

Moving from QuickBooks to an ERP system necessitates transferring existing financial data to the new ERP system.

Because it is simple to map data erroneously or wrongly move data to the new ERP system, the migration of master data, opening balances, and transactional data should not be done lightly or delegated entirely to automated migration wizards. As a result, begin with thorough data migration planning.

Failure to clean and evaluate data prior to conversion is a common mistake that many businesses make when transitioning from QuickBooks to ERP.

Inadequate data can lead to migration delays, cost overruns, and the expansion of the scope of a financial system transfer project. The good news is that most ERP systems include import templates and data cleansing tools to help you clean up your data right away. Make use of the resources at your disposal.

Failure to evaluate important requirements throughout the process is one of the most common mistakes firms make while converting from QuickBooks to ERP. During implementation, functionality and processes developed during the planning stage are “lost,” limiting the utility of the final product.

When companies assume that ERP systems perform the same way as QuickBooks, they typically run into problems. They subsequently neglect to test their assumptions about how the new ERP system would work, resulting in errors and inaccuracies that are significantly more difficult to fix later.

Spending additional effort during the requirements phase to explain exactly how the old system functioned in QuickBooks, as well as what processes and configurations are required from the new ERP solution, will help you avoid both of these problems.


ERP systems can accomplish a lot more than QuickBooks, which is likely one of the reasons your company is switching from QuickBooks to ERP. Some firms, on the other hand, fail to consider how this additional functionality, if not anticipated at the outset, can cause problems later.

Understanding the complexities and new opportunities offered by an ERP system and making essential adjustments during migration, rather than subsequently, will help you avoid making this error. Don’t just copy and paste what you’ve been doing into the new ERP system.

Businesses should not attempt the move on their own, especially when it concerns financial information.

The third major blunder made by businesses when migrating to ERP is attempting to handle the full migration process on their own. This is the time when you need a consultant who understands and has experience with the process you’re working on. When preparing your QuickBooks to ERP transfer, talk with your ERP vendor or employ a trained ERP expert.


Not sure? Get in Touch

Hopefully, the guide was helpful. Yet, if you have questions or concerns, we at DFSM are ready to help anytime. Our certified team members understand today’s business challenges and are ready to provide the best solution for your ERP migration process. So, be it desktop enterprise solution or cloud solution, just let us know your needs and we will manage it further. And if you want to know how D365 is helpful for supply chain management, warehouse management or inventory management, we would be happy to assist you.

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Move to Dynamics 365 – Upgrade or Re-implementation ?

Congratulations on your decision to switch to Dynamics 365 for Finance and Operations. But how are you going to get there? A technical update or a reimplementation is the two major approaches you can pursue. A technical upgrade converts your current Dynamics AX environment’s data and customizations into a new Dynamics 365 for Finance and Operations environment. Select data and any relevant dynamics 365 updates 2021 from your current Dynamics AX environment are moved to a new Dynamics 365 for Finance and Operations environment during a reimplementation. These are two extremely distinct ways. So, which one do you prefer?

Dynamics 365 Finance And Operations Extensible Data Security 2

Consider your options

The first step is to establish whether or not an upgrade is even possible. Any version following Dynamics 365 for Finance and Operations should be safe because it was built on Dynamics AX R3 CU8. Microsoft has offered data migration tools for Dynamics AX 2009, but not code migration tools. Several other factors can help you narrow down your choices. Begin by thinking about the following:

Upgrade consideration

When considering the dynamics 365 upgrade process, you have three major elements to look for:

Because any code updates made through “over-layering” must be recast as “extensions,” it’s vital to enlist the help of a trustworthy partner for the code element of the Dynamics 365 for Finance and Operations upgrade. A report that indicates your current code updates and where they contradict the new Dynamics 365 feature can be provided. This report will show you where your adjustments should be kept and where they should be removed to make room for new features. Even if Dynamics AX hasn’t been extensively modified, don’t be frightened if there are hundreds of code conflicts.

This part of the upgrading takes a long time and involves two data tables: master and transactional. Master data (such as Vendor, Customer, and Item tables) is often more static, and open transactional data is typically included in the upgrade, but for historical transactional data, a data warehouse is a suggested path in most circumstances, among other possibilities.

Upgrades to Dynamics 365 for Finance and Operations may appear bewildering at first, but Microsoft offers many programs that can assist users in qualifying for additional licenses. Working closely with a partner is required once more since they will ensure that you receive the discounts for which you are eligible.

Re-Implementation consideration

Re-implementing Dynamics 365 for Finance and Operations entails installing a fresh copy of the software and moving the data and customizations you need. Migrating data and adjustments from one Dynamics AX system to another is far easier than migrating data and modifications from a whole different ERP. Microsoft also gives some creative and useful tools to help with the process.

Reimplementation allows you to evaluate, justify, and purify your data, ensuring that you only bring what you need across. However, shifting transactional data is impractical; the new version will not include your history.

A fresh start is provided by a reimplementation, which allows you to:

  • Internal processes should be reevaluated and modified.
  • Remove any alterations that are superfluous.
  • Take advantage of increased functionality.
  • Restructure data to represent business requirements better.
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Get in touch

So, whatever the option you choose whether dynamics 365 upgrade or dynamics 365 re-implementation plan, working along with the partner is significant. Therefore, DFSM is ready to help you figure out the insights of the business plans and then help you accordingly.

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