How the Australian Government is using Microsoft Dynamics 365

In a new deal, the Western Australian (WA) government will expand its usage of Microsoft technologies by allowing all of its state agencies to access Azure cloud services and cloud applications such as Office 365 and Dynamics 365.

The Australian government cloud services deal will increase efficiency across the public sector and build the digital foundations for new citizen-centric services, aligned with the state’s strategic digital goals.

This arrangement will help agencies develop and implement new cloud-based digital services faster, giving the Commonwealth a boost in efficiency and agility. It also allows the government to fully utilize Microsoft’s enormous investments in Australia over the previous two years. The investment was particularly made in the highly secure and robust Azure cloud, which had an exclusive design for essential national computing applications.

Microsoft’s commitment to engage with the government to upskill public sector people, equipping them with the digital skills and expertise needed to successfully deploy cloud-based solutions while also helping to future-proof their jobs, is another crucial component of the collaboration. Over 1,400 accessible Azure training spots are available in the plan to Australian Government IT employees, with money available to support up to 100 new learners in the ACT over the next two years.

How is the Australian GOV using Microsoft products typically Azure and Office 365?

Implementation of Office 365

  • Microsoft Office 365 implementation – desktop Office application, cloud email (Exchange online) and Calendar, OneDrive personal sharing, Skype for Business, Yammer, Planner, and Microsoft Teams).
  • Migrate existing on-premises user data to Office 365 (M: discs and Outlook).
  • Provisioning employee accounts in the latest version of office 365 has been automated.

Implementation of Azure Cloud

Implementation or adoption of Cloud services – laying the groundwork for future Cloud storage, data services, and secure computing.

Microsoft Dynamics 365 for Public Sector & Government


Unique Digital Experience 

For years, time-consuming legacy solutions and paper-based processes were not the norms. Employees and citizens are now experiencing better efficiency after getting a user-friendly and familiar experience across the Microsoft landscape.

Connected and Engaged

In their daily lives, citizens, customers, and employees all have higher expectations for connectivity. Government service and public-sector services are no longer free from these requirements. Information that has a fine decision previously across numerous silos and systems is now brought together in a meaningful way with the aid of Dynamics 365. Secure access via tablets, mobile phones, and other devices ensures that the user’s home office is always available. AI and data analysis can now be a practical tool that your employees can utilize on a daily basis, rather than a pipe dream for the future.

Operations Optimized

Government employees are now getting familiar with the problems in the digital online world of Microsoft. The right resource will get the assignment to a matter instantly, leading to faster decisions and greater satisfaction of the public. Cases and orders for services can be easy for an update from the field in real-time, and residents have learned of their activities and solutions. Close cases more quickly and proceed to the next assignment, without drowning in the procedure and paperwork.

Get in touch

Are you willing to take a deep view of Microsoft Dynamics 365 for the government & public sector? Let’s get in touch and the team of DFSM will help with all the procedures and solutions you need to know.

Microsoft Dynamics Professionals

Telecom Accelerator for D365 & Power Platform


The Microsoft Dynamics 365 telecommunications accelerator accelerates the development of innovative subscriber management, space management, service management, and network operations applications on the Microsoft Power Platform. Network operators, wireless and telephone networks, internet service providers, any owner or supplier of network infrastructure, independent software suppliers, or general system integrators that operate in the telecommunications industry will benefit from this solution.

Customer Service With Dynamics 365

What is included in the first version of the Telecommunications Accelerator?

The accelerator is designed for network operators, internet providers, and telecommunications companies based on the TM Forum Open Digital Framework (ODF) requirements. According to Microsoft’s chief program manager Martin Wahl, ETI Software Solutions was a “funding partner” with a “greater influence of the scope and functionalities” for the introduction of the accelerator.

The accelerator extends the Popular Data Model with sixteen industry-specific entities. One of the most important additions, according to Wahl, is the Place entity, which is expressed in the ODF and distinguishes both a Geographic Place and a Local Place (other industry-specific entities).

The accelerator’s first version includes two prototype model-driven applications. “Place Management solution” provides PCF controls that integrate Azure Maps capabilities via API as well as Power BI dashboards. “Telco Sales” builds on Dynamics 365 Sales by including features such as service address monitoring, street address normalization, serviceability checks, and lead qualification.

“The aim is to enable the rapid development and deployment of new solutions or automation to address current business challenges including improved address management, improved field service, and truck management, improved subscriber management, personalization in packaging and bundling, network management, customer self-care, network optimization, and planning, or any other business optimization,” says Wahl.

Microsoft dynamics 365 for sales

Which are the industries that benefit from the addon Features


The telco accelerator joins others in the finance, manufacturing, healthcare, higher education, and media and entertainment industries. Some of the prominent features of it are:

·     Modernize the Telco workplace


With intelligent collaboration and productivity tools, you can enable stable teamwork.

·     Streamline business support systems


Using intelligent processes and automation, you can streamline workflows and increase efficiency.

·     Deploy and optimize next-gen networks


Increase network performance, scalability, and reliability by incorporating AI and automation.

·     Transform customer experiences


Utilize AI and data-driven insights to deliver customized content.

·     Accelerate growth and innovation


Provide an AI-enabled platform for cross-industry service creation, deployment, and monetization.

Get in touch 


The Dynamics 365 Telecommunications Accelerator is available for demonstration and downloads through AppSource and GitHub in real-time.

However, if you still need assistance for the implementation and better understanding, DFSM’s team of experts is all set to help you through it.

11 ways to monitor your ROI in ERP

When planning an ERP project, one of the first tasks is to measure the return on investment (ROI)( check our Free ROi calculator) that new technologies and efficient processes can bring to your organization to make it more productive.

At the most basic level, more productive outputs will result in reductions in operating, inventory, and labour costs thus providing the most direct return on investment. However, there are also advantages that are indirect.

You can streamline your ordering process, eliminate physical inventory, improve production quality, and make scheduling more efficient. Improving operational data access allows for more precise material preparation, manageable reporting, new dashboards, and better, data-driven decisions. It will also increase customer loyalty, improve supply chain coordination, enhance delivery efficiency, and other factors that can all contribute to ROI.

Dynamics365 ROI


Dynamics-365 erp

If you are wondering what’s the ROI for Microsoft Dynamics 365, let us help you. The ROI will serve as the basis for the rationale of your project. It will assist in the availability of apps and will have areas of focus and assessment, helping you to determine the progress of your transition.


The quest for possible ROI begins with these 11 key process areas when your company sets out to make the business case for a better or entirely new ERP solution:

Financial Management


Management and the entire company benefit greatly from greater trust in financial statements and analysis, faster information access, quicker closing and period-end operations, and efficiencies generated by the reduction (or elimination) of outside-the-system spreadsheets.



Comprehensive Sales & Operations Planning (S&OP) skills include greater knowledge and analysis. It is possible to more accurately predict demand, make more informed decisions, rely on trends, and, most importantly, manage sales demand more quickly, precisely, and proactively. Besides, it is easy to navigate market transitions, volatility, and economic shifts.

Inventory Management


Efficient forecasting and better visibility into sales demand allow more effective inventory management, lower carrying costs, and better visibility into slow-moving and dead inventory. 

Pricing and Margin Management


Efficient pricing tools boost margin/profit analysis, allowing for better strategic positioning and, when combined with Product Lifecycle Management (PLM) analysis, providing information that can be used to manage product portfolios better and drive higher profitability.

Product Development


PLM enables successful management of product lineup and mix, as well as R&D expenditures, and the identification of products that no longer fulfil the company’s strategic objectives.

Production Management


Better capacity planning is made possible by enhanced production management capabilities and the ability to perform a thorough analysis of production bottlenecks, routing times and material movement, staff utilization, plant and equipment utilization changes, maintenance schedules, and system uptime.

Quality Management


QM tools enhanced product output visibility, RMA root cause analysis, visibility into rework operations, and better information on raw material quality supplied component goods and third-party services.

Sales Management


Customer Relationship Management (CRM) capabilities allow detailed sales performance analysis and provide valuable insight into customer purchasing trends, customer demographic data, sales activities, and sales performance.

Supply Chain Management


Improved inventory management allows for improved management of the entire supply chain, resulting in lower logistics costs, more efficient supplier/vendor management (and higher performance), shorter lead times, and data that can be used to help strategic procurement and vendor negotiations.

Warehouse Management


WMS technologies increase speed and accuracy by using high-efficiency and control pick-up/put-away, barcoding, and routing.



Enabling direct-sales platforms and enhancing current e-commerce performance and customer experience provides a major competitive advantage and costs savings. A strong e-commerce capability leads to increased customer loyalty, repeat purchases, improved forecasts, and higher margins. Besides, re-organizing warehouse operations to support efficient pick-pack-ship will result in better efficiency, especially in a less-than-case-order setting.

The next step is to measure the return in these – and other fields, which is a major challenge. An outside ERP advisor like DFSM can assist with market benchmarks by implementing Dynamics 365 marketing ROI.

system desgin d365

4 Azure analytics scenarios for your business growth

What is Azure Synapse Analytics?


Azure Synapse Analytics is a boundless analytical service that creates a single, efficient framework for big data and data warehousing.

We look at four real-world use cases in which global companies have used Azure Synapse Analytics to evolve and drive business value through data in this blog post. Azure Synapse is a complete, out-of-the-box solution for speeding up time-to-insight and rising business agility. Azure synapse architecture is the only end-to-end application that integrates data ingestion, big data analytics, and data warehousing.

The cases we will talk about in this article will help you determine if Azure cognitive services are for you or not.

Azure Synapse Analytics

Case one:


Perfect timing inventory 


Aggreko is a global leader in offering temporary power generation, temperature management systems, and energy services, ensuring that consumers have access to energy and power whenever they need it. Aggreko uses Azure Synapse to improve operating performance by providing specialist equipment just-in-time.

Since the ingestion (batch) jobs took four hours to run, Aggreko’s data ingestion pipeline was set to run every eight hours. Furthermore, due to storage restrictions, the data warehouse had to be rebuilt every day. There was an 8-24 hour gap between when the data arrived and when it was available for data analytics pipelines.

Aggreko is now significantly able to increase its time-to-insight by reducing ingestion complexities and increasing speed after implementing Azure Synapse. The time it took to eat the food was reduced from four hours to less than five minutes. As a result, Aggreko’s data is now available near real-time (less than five minutes lag) for analytics pipelines. The team also claimed that they saved 30-40% of their time, which was previously spent troubleshooting technology issues in their legacy systems. Data is now available for instant discovery thanks to Azure Synapse, giving the Aggreko team more time to concentrate on solving business problems.

Case two:


Fraud detection


ClearSale, a leading fraud detection company headquartered in Brazil, upgraded its operational analytics data platform with Azure Synapse. ClearSale uses big data analytics to identify fraud globally, assisting consumers in verifying an average of half a million transactions every day. Every two years, ClearSale’s dataset doubles in size, and the company needs to provide fraud detection services in seconds. This necessitates a high degree of scalability and performance.

ClearSale has shortened the time it takes to train new models to boost its fraud detection capabilities by using Azure Synapse. It took a week to ingest, plan, and train machine learning models on their previous on-premises platform. Now, it only takes under six hours, thanks to Microsoft Azure fraud detection. This is a major development that has increased its capability, performance, and reduced operating costs.

Fraud detection

Case three:


Predictive maintenance


The Digital Group of GE Aviation is a global leader in aeroplane engine manufacturing and software development. GE also offers sophisticated data processing to many airlines around the world, in addition to manufacturing. GE ingests the entire flight’s time-series data, which can include up to 350,000 data points for each flight. Running data analytics on such vast quantities of data is understandably difficult. The team used Azure Synapse to solve the problem.

GE found that using Azure Synapse made building complex predictive machine learning models much simpler and faster. Creating anything comparable in their previous method would have necessitated various complicated steps covering various structures and environments. The native integration between Microsoft Power BI and azure predictive maintenance was extremely beneficial to GE. They can now easily explore data, and when an anomaly is detected in Power BI reports, analysts can conduct drill-down analysis. It helps them to determine why the spikes occurred through predictive analytics. So, they can further manage the maintenance.

Microsoft Dynamics 365 sales & marketing

Case four:


360⁰ marketing analytics


Considered a major international retailer with locations in Australia, New Zealand, and Japan where all market products, electronics, and personal care items are distributed through the company’s physical stores and digital online platforms. The organization needs to use data analytics to create a complete picture of its customers. The aim is to enhance the customer experience while still growing income. The data team discovered that Azure Synapse was the best platform for accomplishing this.

The data team was able to bring together their data, developers, and business users in previously impossible ways. Azure Synapse has streamlined data ingestion and processing, enabling the business to provide a single data store that contains both operational and historical data and can be refreshed in near real-time.

Furthermore, data exploration and discovery is also simple. It eliminates the need to convert data from one format to another or transfer data to other systems. This has allowed the data team to experiment with, chart, and compare various datasets to create curated (gold) data that is ready to use.

Bottom Line


Azure Synapse provides an unlimited, centralized, and powerful analysis service that allows small and large companies to start up when required. Only when you need to pay for what you use. So, for azure synapse pricing, you can reach the DFSM team Today!

Lessons Learned from National Grid ERP Failure

Previously we discussed various ERP implementation failures like Revlon ERP failure and Hershey ERP failure case study that included brands like Haribo. Now, we will discuss more brands like National Grid, Vodafone ERP failure, and Nike ERP failure. These case studies are designed to help you understand the possible reasons for ERP implementation failure as much as you can by learning from others’ mistakes rather than just implementing them on your own.

Who is the National Grid?


National Grid USA knows the value of timely delivery as one of the world’s largest investor-owned power distribution firms. After three years of growth, team leaders decided to complete the most awaited SAP ERP Project on the schedule.

The outcome? A disastrous domino effect that has affected almost all sector facets, from financial statements to wages.

The facts behind this failure and others like Gartner ERP implementation failure will warn organizations who are ready for their implementation of ERPs.

Lessons Learned:

Revlon’s SAP failure

In 2009, NGUSA (included in United Kingdom National Grid Ltd.) embarked on an SAP ERP project to boost its internal operations and customer services.

On 5 November 2012, the new system will go live. However, it was obvious, as that date approached, that the company was not ready to launch the program. Failure to meet the crucial deadline would have been time and money-intensive. It would shift production back five additional months and cost an additional expenditure of up to $50 million.

For these reasons, NGUSA was convinced to try to keep the original date. Hurricane Sandy, which hit customers on the East Coast in October 2012, was another reason why they chose to stick to the original date that ended with major power loss and damage.

So, what are the ERP implementation lessons learned?

·     Project managers are must


Deloitte signed fin 2009 and became the system integrator for the NGUSA project.

However, in 2010, the status shifted to Wipro.

Following the fiasco, NGUSA sued Wipro for 140 million dollars and finally paid 75 million dollars. Among other concerns, they argued that Wipro pressured them to sign agreements and distorted SAP software functionality.

Here comes the role of a project manager. A project manager should review and approve everything before any plans or tactics go live. The same applies to the outcomes of the tests. Experts, in-house staff should be on-hand to define the right specifications to ensure that the report contains them.

·     ERP testing should be in the detail


The New York Public Service Commission sponsored the NGUSA deficiency audit in 2014. The results of this audit showed many weaknesses, including that the emphasis of system testing is on refining active parts of the system. Although experiments were carried out at every point, areas in which the system did not function were not accurately identified.

Errors were noted and noted before the final studies. While remedies are in place, the time for testing and validation was not sufficient. With this in mind, we advise creating a variety of scenarios and ensuring data availability at each point.

·     Complex designs take time & require money


There were over 635 RICEFWs in the NGUSA project. For a service firm of their size, this was a huge undertaking. This degree of complexity can make any move challenging and time-consuming, from testing to ERP data migration. Such a project necessitates a significant amount of ERP internal capital as well as dedicated attention, which NGUSA did not provide.

This problem got worse because most internal employees were busy dealing with Hurricane Sandy recovery efforts. It was unwise to hurry such a large business investment with such a tight schedule.

·     You cannot overlook training


Furthermore, during the NGUSA implementation, there was a lack of dedicated training, especially on how to query data. There was also a lack of understanding about using the data to generate customized reports for upper management.

End-user training will ensure that all staff understood how to use the new program to its full potential.

DFSM Rescue plan


From ERP implementation to go-live and beyond, our ERP consultants will assist you with any aspect of your implementation. All the information and consultancy services can stop you from becoming part of increasing the ERP failure rate. If you don’t want to be a part of the list of ERP implementation failure companies, contact DFSM now for comprehensive support, guidance and implementation.

Microsoft Dynamics 365 Experts

Dynamics 365 licensing updates 2021

Most recent updates about Dynamics 365 licensing that  D365 unites you and your company with the next generation of CRM and ERP software. Dynamics 365 applications are built to be deployed quickly and independently. A customer may begin what they want, but the apps work together so that customers can quickly take on additional capacities on business demand.

Licensing Overview


Dynamics applications are licensed according to a range of models consisting of licenses assigned to a named user or device and licenses not assigned that allow access to a tenant feature or service.

Dynamics-365 erp

Assigned Licenses updates

Assigned licenses grant access to applications to a specific user or a dedicated shared device.

However, with Microsoft’s new licensing guide, they have made some changes, so we will highlight them for your understanding. Furthermore, you can use a guide for the calculator to get the price estimates for licensing as per your business needs.

  • Customer Service Insights and Virtual Agent:  On February 1, 2021, the standalone SKUs Customer Service Insights and Virtual Agent for Customer Service, as well as additional capacity SKUs, will be removed from the price list.
  • The embedded Customer Service Insights: The core Customer Service Enterprise application’s embedded Customer Service Insights features will remain available and supported.
  • End of Service for Customer Service Insights and Virtual Agent: For EA, CSP, and Web Direct customers, the end of service for Customer Service Insights and Virtual Agent for Customer Service is December 8, 2021.
  • Security role Removed: The security role of the system administrator was removed from Finance and human resources.

These are some of the major changes that you need to know and understand for the success of your business. The complete document of Microsoft can be found in the sources of Microsoft documentation. Check it out so that you can get other details and a long price list of all the modules too. If you have more questions about other modules or you want to know the changes that might affect your existing system, you can always check out the details.

These details include all the information you need about the previous and dynamics 365 licensing guide’s latest modifications.

DFSM Dynamics 365 licensing price estimator


DFSM is always there for its customers. Even it is simply about the implementation of the Dynamics 365 solutions. So, considering that you might need help with the latest pricing estimates of your Dynamics 365 solutions (check our free tool), we are here offering you the amazing offer of using a calculator on the website. If you visit, you can see the options that will ask about the number of users per month or tenants and give you a final estimate at the end. So, go and benefit from the calculator now.

Bottom Line


While this article has all the highlights about the latest licensing guide we are offering additional support through our calculator for real-time price estimation of any Supply chain, Finance, or other system for your business.

5 Warehouse Best Practices you find in Dynamics 365 SCM

Are you one of the many supply chain managers who are looking for the best ways to enhance your warehouse’s automation process? Recent studies reveal that while most supply chain managers want to upgrade their automation processes only 43% of businesses can actually achieve functional automation. 

We have found that the best way to carry out warehouse automation is by introducing a Dynamic 365 Supply Chain Management Warehouse into your business. However, it must be set up right so that this new method can suit and compliment your current business processes. Before embarking on an automation transformation you must consider the practices in your warehouse that is baked into the structure of your business and then springboard from there.

Why are warehouse best practices important?

There are good practices for a reason. They are intended to assist businesses to expertly navigate their niche’s most common challenges.

Many of these best practices concentrate on organizational logistics for intelligent manufacturing. Some of the big challenges faced today by supply chain executives include:

  • Secure and safe handling of the manual
  • Jobs and retention of professional staff
  • IoT technology implementation
  • Ensuring robotics and automation
  • Preservation of exact inventory levels
  • Meet consumer shipping and distribution requirements

Many WMS and ERP systems have pre-configured best practices to mitigate pain points for all these issues (and more). Let’s learn about the basics and how you can automate and streamline your supply chain.

d365 supply chain management food

What is supply chain dynamics 365?

Dynamics 365 Supply Chain Management modules help workers and companies with predictive analytics that convert data into insights to better policy decision-making in order to achieve a holistic view of inventory, warehouse, distribution, service, and logistics.

1.  Smarter Picking


Efficient SKU recovery is critical to optimize time in your warehouse. Slots features allow you to decide which items are put in the majority of ERP applications and distance staff need to move to get them. 

Depending on the setup, there are several different ways to do this job. Some companies want to speed up their items, where shipment dock for fast transactions is closest to the highest quantity of goods. Others tend to fit into the slot because they want to boost their cubic space in their warehouse.

2.  Optimized Warehouse Space


With barcode scanners and bin position-trackers, modern WMS systems combine to help you easily locate and track unoccupied storage areas. These observations will allow you to assess your existing capacity and availability more accurately. You can, for instance, find space for subassembly and kitting, where workers can do light-weight packing before shipping. These spaces can be specifically set up in your framework so that suppliers can know how and where to supply the posts. You can also keep track of how this space is used to maximize available warehouse space. 

advanced warehouse d365

3.  Automate Cycle Counting


While cycle counting is a tedious part of warehouse maintenance and management, it is very important. Luckily, ERP systems will help simplify and speed up this process by keeping your warehouse in the best order without tension.

You can begin by defining the frequency to be followed by your cycle. Some businesses tend to do this task every day, while others choose a pre-determined pattern or weekly. From here, for an even more oriented approach, you could limit your preferences by item type.


4.  Better Data Insights


The storage-efficiency analytical workplace is now available with embedded Power BI. With an inventory management warehouse, the data can allow warehouse managers to quickly and easily see where performance changes are required by tracking inbound, outbound, and inventory metrics.

Business Intelligence (BI) Tools

5.  Focus on your Return on investment (ROI)


Dynamics 365 ROI(Check our free ROI calculator) prospects for warehouse management features like:

  • Precise evaluations of inventory and visibility in real-time
  • Data at your fingertips available
  • The time to find inventory decreases
  • Increased revenue through the reduction of short ships, transportation, and late transport
  • Customized Picking 
  • Enhanced factory staff’ efficiency


Bottom Line


If you want to know more about Dynamics 365 for Finance & Operations warehouse management and smart inventory management system can be successful for you it’s time to reach out to us at DFSM. we are always here!

Dynamics365 ROI

Power BI for Magic Quadrant for Analytics (Feb-21)

What are Business Intelligence (BI) Tools?


Business Intelligence (BI) Tools include books, newspapers, documents, records of health, photographs, files, emails, videos, and others are software applications that gather and process vast volumes of unstructured information on domestic and external systems. BI Tools provide a way of collecting data to mainly collect information through questions, although not so versatile as business analysis tools. These tools also help prepare research data to develop reports, dashboards, and data visualization.

The new Analytics and Business Intelligence (BI) Magic Quadrant of Gartner are out, and Microsoft is again in the “Leaders” quadrant.  Indeed, this is his 14th consecutive year as a BI chief, according to Microsoft. Although Microsoft is almost identical to last year, it has lost ground to its closest competitors. Thoughtspot drops into the magic quadrant data science of Visionaries. Qlik has fallen into “completeness of vision” while growing along with the “ability to execute.” axis. Meanwhile, Tableau regressed in all these steps.

So, the question is what is it that Microsoft is doing right to maintain the position of Power BI?


So, to determine the answer, we came across the details from the interview of Netz, an employee from Microsoft, and learn about the benefits of Power BI.

After Microsoft had acquired Panorama technology in 1996, Netz has come from the Israeli BI business (now headquartered in Canada) called Panorama Software. Here are some of the main reasons for keeping Power BI at the top explained by Netz.

Business Intelligence (BI) Tools



The traction and success of Power BI in its first two years was attributed, in large part, to low product cost (Power BI Desktop is free of charge, like the cloud subscription), low price points, and the enthusiastic and important consumer/customer support community. Netz believes that it’s a huge gamble to get into “all in” on the cloud at a time when the majority of corporate data was still present on site. This decision and the constancy to see it through amid the sceptical product team is due to James Phillips, Microsoft’s president of business applications.

He had come from Couchbase to Microsoft, wherein in his early days, he had been a co-founder and CEO. While Netz did not say so, it is very clear that Microsoft has made a major difference in Power BI’s performance when it comes to Phillips’ startup mindset.

Perhaps due to Phillips, the Power BI team took a rhythm of monthly product updates and introduced new product features at an unparalleled pace. Only after either SQL Server or the latest version of Microsoft’s BI PAC will updates ship to the platform — which meant updates at best every 18 months. 

In combination with the night and day change in creativity, new openness was accomplished through a series of blogs and social media, and videos accompanying the product’s weekly launches. The Power BI Development Team members included developers and program managers who communicated with the community prolifically. On the contrary, the bandwidth for field sales to drive new products with low price points was very small. Compared to well-funded startups that employ sales workers, Microsoft’s product teams are not so luxurious.

Bottom Line


You probably have more questions about implementation and other processes, just contact the team of DFSM now and let’s get started.

Dynamics 365 add-ons the ultimate guide 2021

Before we begin guiding you through the new add-ons let’s answer; What even is an add-on module in Dynamics 365?

Simply put, this is a software component that provides additional functionality to extend and incorporate your ERP vendor’s basic kit. Companies have deemed that the best breed strategy is to pick ERP add-on modules from various suppliers.

Why Should You Consider Implementing Add-on Module in Dynamics 365?


5 easy steps to integrate your ERP with eCommerce

ERP for eCommerce will help centralize, distribute and streamline your information flow. Your ERP integrates with your ecommerce platform and it can also be used to address a whole range of challenges. Integration can be challenging, without a doubt, but with the correct reasoning, strategy, initiative, and methodology you won’t have to worry about any of the tricky bits.

If you plan an e-commerce business and want to implement a smooth integration process for ERP and e-commerce, here are your steps to move forward without a hassle.


1.  Designing your online store


Select a short and memorable name that is also unique for your brand for catching consumer attention right away. You will also need to set up your store by creating the design, layouts, catalogues, and define the prices and costs for a final finish.

AI supermarket

2.  Setting up your online store


Once you have a plan and online store, the next step is to set up that store to get it running. To do this you will need to select an eCommerce platform like Magento, Shopify, or any other of your choice. You will need an SSL certificate for your web security and enable the payment method like credit card or PayPal. Additionally, you will also need to:

  • Prepare the fulfillment provider for online orders
  • Set the order process notification
  • Set up a support email address for both team and customers
  • Finally, connect your web store with an accounting system for order processing and load the catalog information.
go live

3.  Going live


Choose your launch date for making your website live and promote it publicly. Before going live, ensure that you run your website through QA so that you can change anything that is incorrect or dysfunctional. Create the buzz and grab attention by offering deals through social media and launch your platform. This is when you can also explore the option of joining any famous platform like Amazon.

4.  Optimizing your retail store with Dynamics 365 (ERP eCommerce integration)


Ensure real-time synchronization of the store with Dynamics 365. Secure payment methods with PCI OSS compliance. Also, use business process order techniques to reduce any delays and offer real-time and automated order processes. Once you integrate with Dynamics 365, you will also have a smooth supply chain and warehouse efficiency.

ERP and ecommerce
customer support

5.  Improving customer experiences  


Add both pre-sale support and post-sale support for the customers. You can facilitate customers with refunds, order tracking, and balance inquiries, etc.

Dynamics 365 e-commerce capabilities

Dynamics 365 is the perfect option for your online store because of the powerful abandoned shopping cart records, worldwide marketing, segmentation, B2C, B2B, and content personalization. It offers the right way for companies to incorporate Dynamics 365.

  • Dynamic 365 web Product Information Management helps you enrich product data across various languages, product fields, and media types.

  • When your office staff has access to the ERP system, Dynamics 365, without delays, shoppers in your eCommerce shop will also have real-time access to inventory, past orders, and account management.

  • No additional coding is required for your solution so that we can deliver bi-directional access in live mode to Dynamics 365.

  • Your clients can make purchases, place RMA demands, view orders, and make online payments anytime during the day with Microsoft Dynamics 365.

  • You will gain operative effectiveness and increase sales by combining your e-commerce store with Dynamics 365 operations.

How can DFSM help you with dynamics 365 commerce?


As an ERP consulting partner with 12 years of experience, We understand ERP and eCommerce business integration and have a thorough understanding of all the e-commerce platforms. You can trust our experts for the integration and if you need more information, request the dynamics 365 commerce demo now!


dynamics 365 ecommerce

Business Central and D365 Sales Integration

The Dynamics 365 Business Central and Dynamics 365 Sales models simplify data between the Microsoft Dynamics 365 Sales and Dynamics 365 Business Central, which are the most frequently used modules. DHRP includes an easy-to-install and ready-to-use integration option for Dynamics 365 Sales to Dynamics 365 Business Central. It enables Dynamics 365 Sales users to integrate data as a one-time bulk import between Dynamics 365 Business Central and Dynamics 365 Sales, as well as set up real-time or change-based maps to keep both systems in sync. For further integration, one can use the maps.

API in business central.
balance sheet

·     Accounts


Permissions for the integration user account require configuration when you install the Integration Solution. You might need to reset them if those permissions are changed. By reinstalling the Integration Solution on the Dynamics 365 Connection Setup page, you can do that by selecting the Redeploy Integration Solution. There are the following security positions enlisted:

  • Dynamics 365 Business Central Integration Administrator
  • Dynamics 365 Business Central Integration User
  • Dynamics 365 Business Central Product Availability User

Invoices & Invoice adjustments


After setting the user accounts and permission, you will also have to work on the invoices. The invoices page helps you handle the synchronization. For example, Posted invoices for purchases are synchronized with invoices for sales. It is easier to synchronize all other agencies that can participate in the invoice, from salespersons to price lists, before an invoice can be synchronized. The Salesperson Code’s meaning in the invoice header in Sales determines the owner of the coupled entity.

invoice automation d365

·     Currencies


Your business may also be using different currencies. The integration of the D365 sales and business Central allows you to manage multiple currency accounts easily. The synchronization of currency in Business central and transaction currency in sales enables you to manage different currencies through a single dashboard.

·     Items


Next, we have the synchronization of Items and products. In Dynamics 365 Sales, Business Central automatically maintains a price list while synchronizing items with Dynamics 365 Sales goods. You should not manually change this price list to prevent synchronization errors.

Microsoft_Dynamics_365 ecommerce
advanced warehouse d365

·     Pricelist items


This is an essential entity, as you might imagine. The price list item is a key order since it sets out the amounts that can be offered for the commodity (unit group and unit), the price list (price list and price list item), the product (discount list and the product itself), and the discounts. The creation of price list products is the focus of a useful product catalog.

·     Territories


Manage sales territories, and with integration, you can have improved sales results and handle them geographically – enhancing Market Potential by focusing on facilities or sales within the jurisdiction of the territories.

·     Units of Measure


Units of measure and unit group can be done through custom integration as you need to have multiple units of measure, and synchronizing both can bring more visibility and clarity.  You can assign both the base unit and alternate units to set them for automation further.

·     Warehouses


From orders to the packing and shipping, all can be managed from one platform. Using a DFSM integration solution can make you have all in front of you when you need it. Information from all the warehouses, despite the location, will be easy to access and control from anywhere.

DFSM has the solutions to ensure you get the integration solution for Dynamics 365 sales and Business Central according to your business needs. So, if you need more information and want to get started, let us help.

How to Select your next tier 1 ERP System?

The Two-tier ERP is a software technique embraced by multinational corporations that use Tier 1 ERPs to cater to unique needs for corporate finance and other key common processes and Tier 2 ERPs to cater to branches, subsidiaries, and smaller locations.

Tier 1 ERP systems are systems designed with subsidiaries or local offices for major global organizations — primarily Fortune 1000 companies. Tier 1 ERP is created to manage these firms’ complex systems that allow staff to simultaneously perform the same tasks. These systems are very complex to build, take a long time to implement, and have an initial high cost and a high overall ownership cost (TCO). According to Clash’s 2017 Titans report; Tier 1 ERP comprises : SAP, Oracle, Microsoft Dynamics, and Infor.

Why is Selecting An ERP Crucial?


If you are looking to select a Tier 1 ERP system, you need to plan for it properly. Although various criteria exist to help you pick the right software, every small business owner primarily needs to know if the program does what they need. They also need to assess if it is affordable and easy to implement without too much time, money and effort. The owner should also be conscious that optimizing the supply chain is typically a big part of ERP implementation. Thanks to its simplicity and scalability, Cloud ERP is available on a subscription basis and is the perfect choice for small business owners. Also, no additional IT infrastructure investments are needed.


Factors to Consider When Choosing an ERP System

1. ERP implementation partner selection criteria:


Your implementation partner will also be your ERP consultant. The ERP supplier will help you strategize, introduce, handle the transition, and maintain the system over its lifetime. Vision, commitment, and experience are several key requirements to be sought by an implementation partner.

·     What are Your Implementation Partner’s Vision and strategy?


A supplier who is solely looking to win the bid may tell you their software can meet these needs. Still, a visionary supplier will ask you the relevant questions such as: Have you considered integrating your ERP system with carrier services directly? Do you use dock management to prepare your logistics partners best for receiving and dropping times?

Subsequent questions such as these can give the ERP vendor a picture of what your ERP program can achieve.

·     How Trustworthy is Your Implementation Partner?


Confidence and communication are the foundation for all  partnerships, so it is necessary to communicate your RFP process with each seller. Are the rates transparent? Have they been communicated and followed up promptly? Imagine the challenges you will face after paying the bill if you have problems with confidence and communication.

·     Consider Case Studies and References


When collaborating with an ERP provider, experience is the biggest factor. Although Tier 1 ERP providers have a wide range of capabilities that are most likely standardized across industries, it is worth asking if they have certain expertise or show you some of their cases relevant to your business.

2. Evaluate the Vendor’s Implementation Approach and Post Go-live Support


Another significant factor is post-go-live support. Before choosing an ERP scheme, it’s best to be able to choose the correct ERP selection checklist earlier rather than later.

An ERP supplier can provide several support options.. With Tier 1 ERP suppliers, software licenses are virtually always supported in the first stage. Therefore, the first level of payment assistance is easier to compare. 

3. Focus on Your Business Needs


Every business is unique. Therefore, to avoid problems with the Dynamics 365 implementation process’s compatibility, we advise each vendor to ask what its customization and integration policies are and what they mean when upgrades are due.

4. Key criteria for ERP software


·     Purpose

Not every company can use ERP tools. So, find out whether your company really needs an ERP.

  •     Evaluation of the existing system

Take time to evaluate the various processes within the ERP framework. Review the present situation, make an ERP evaluation checklist, and expect possible improvements.

·     Implementation plan

Plan training courses for various employee groups. Both buyers and sellers are affected by ERP. Before implementation, consider the views of your main customers and suppliers for the ERP selection process.

·     Module selection

Users will distribute the modules and automate various processes gradually. But don’t forget the central objective of the ERP implementation during module selection.

·     Company size

Your company size matters the most as you start to implement the ERP. So, ask your vendor what the most suitable option for you will be.

Bottom line


Select an ERP solution only after extensive and careful planning. We at DFSM offer free ERP  consultation services to ensure you get the best solution for ERP and solutions for dynamics 365 ERP implementation.

ERP selection

Ways Dynamics 365 Can Help Businesses in Crisis

Innovation is key to survival during periods of instability.

Today, businesses face disruption at so many levels due to state lockdowns, closed offices, cut income, and no childcare for employees- it isn’t easy even to know where to start. These problems require imagination at the highest levels and implementation that leaves little to chance.

By integrating the Microsoft power platform with Dynamics ERP and CRM with their years of business experience, companies are looking for Microsoft Partners to help them pivot quickly. What if we tell you that Dynamics 365 workforce management can solve your problems? Yes, by taking creative approaches to problems no one planned, Dynamics Partners are developing paths into uncharted territory.

finance for businesses

1.  Enable remote workforce productivity


Microsoft Partners help teams by offering remote work software with rich features to remain productive and efficient in open communication and real-time collaboration by combining Microsoft teams’ collaboration with the Dynamics ERP and CRM.

If teams can exchange information easily, the transition from office to remote workforce is easier. Business departments can exchange customer data and files as they would at the workplace through Microsoft Teams and Dynamics. Your company can continue to make workers feel part of the team:

  1. During meetings, use video technologies to create a virtual meeting room that imitates meetings in person.
  2. Interact on a scale, not only on a Single Record Dynamics (for example, sales) and many records with a Dynamics view.
  3. Work with clients and colleagues in all positions. Access, share and edit in real-time Word, PowerPoint, and Excel files.

2.  Maintain cash flow with better controls


Cash flow management is critical, but liquidity conservation is the key to survival during uncertain times. ERP offers insights and tools to improve cash flow controls in Microsoft Dynamics.

Automating invoicing and payment collection can help:

With vendor invoice automation in Dynamics 365, you will reduce the number of invoices and payments by automating them. It takes time for collections to be charged and handled. Send out invoices quickly, accept payments anytime, and provide your customers with insight.

Centralizing the Accounts Payable is also beneficial:

Microsoft Dynamics provides centralized management of paper and digital invoices—driving automated workflows to support the evaluation processes. Centralized Dynamics 365 accounts payable automation will enable your team to:

  1. Have full visibility of the entire process of accounts payable by using Dynamics 365 accounts payable workflow.
  2. Proactively engage with sellers to extend conditions and adjust purchases based on new forecasts
  3. Impose minimums or maximums for purchase orders to guarantee that profits are maintained
AP automation

3.  Remodel processes through automated workflows


Manual processes are still rooted in business cultures, even with recent attempts to transform everything to digital technology. Companies often have lengthy and difficult processes to go through—up to now. Automation can simplify the most complex processes to support teams’ productivity from their living areas through Microsoft Dynamics ERP and CRM.

Innovative solutions for productivity


When working remotely, process automation can be needed; the transition will bring advantages beyond the current crisis. The genuine value of Microsoft Dynamics ERP and CRM lies in the experience of partners who can put together strategies for effective and realistic solutions, for example:

  1. Designate and track activities to keep projects under remote control on schedule and budget.
  2. Consolidation of sales across business units to leverage stocks and benefit from seller terms.
  3. Automation of approval processes—from lines of credit to cost reports for workers.
  4. To direct candidate knowledge through talent procurement, recruitment, and selection to the right people.
payment automation dynamics 365

4.  Capitalize on data to drive business direction


The centralization of data was never as relevant as it is today. However, now things are changing. Microsoft Partners helps organizations unlock and complete decision-making information by integrating the strength of Microsoft Dynamics and PowerBI.

Power BI integrated with Microsoft Dynamics CRM and ERP enables companies to look for interactions and trends in traditional reports. Only a few of the profound insights that Partners can help companies open up include:

  • Margin and sales trends for product groups can be identified to target sales efforts.
  • Business unit margin analysis to determine potential cost savings.
  • Tracking marketing results to concentrate on assets.
Power bi 2020

5.  Empower customers with self-service options


Social distancing and working from home have forced companies to replenish the travel of their customers. Companies have broadened their reach through customer self-service and allow employees to spend more time on special requests and exceptions.

Customer Self-Service Portals of dynamics 365


Customer Self-Service Portals can facilitate a wide variety of operations, subscription controls, log calls, scheduling, process returns, etc. Besides, it offers digital agents that respond or direct customers by a standard procedure. It also ensures:

  • Resellers, distributors, and manufacturers can collaborate through Partner portals and get quick access to inventory, planning, and product information.
  • Faqs and any sort of information, documentation, and community forums accessible.
Microsoft CRM Integration

6.  Explore merger and acquisition opportunities


Microsoft Dynamics and Power BI combined has the power to enable rich forecasting and the building of scenarios to explore fusion and acquisition opportunities. Organizations may use different sources to aggregate data to forecast future patterns and find possible economies of scale.

Microsoft Dynamics allows the community to consolidate and harmonize operations rapidly. Get results quickly with:

  • Linked data across business units that help clear productivity improvement processes and consistent customer experiences.
  • Automated management processes to make every worker more effective and enable him to achieve results.
  • Workflows automation to link departments, increase efficiency and minimize errors.
analyse with power bi

7.  Reinvent business models to respond to change


Although digital change has already brought about large changes in consumer behavior, the COVID-19 crisis forces many organizations to bring about a whole new change level. As in-person operations are limited, the digital world can fill in the gap to connect, educate, and sell.

The partners can link and expand operations in any direction using Microsoft Dynamics ERP and CRM as a platform. A couple of examples:

  1. To reassure anxious clients, service providers promise assured scheduling and consistent expectations of social distance.
  2. Remote distribution and delivery strategies for replacing visits by distributors and wholesalers are also easy with it.
erp project management methodology

8.  Deliver insight to workers in the field


The landscape has changed forever for organizations delivering services. Customers—both consumers and companies understand how technology has changed remote distribution abilities. The digital world’s advantages come from AI (Artificial Intelligence), IoT (Internet of Things), and HoloLens virtual reality.

You can now use the Microsoft field service tools by Microsoft Partners, offering consultation services too. Some of the features of it that might help you are as follows:

  1. Enables distributed technicians to work together and to understand a problem in real-time.
  2. Ensures implementation of superior rapt processes assisted by the AI that increase the first fix rate.
  3. Use mobile devices for creating hologram designs respond to the vision, gestures, and voice controls of the user.
  4. Using IoT sensors and AI-based predictive service models to identify and solve system problems before becoming a problem.
  5. Conduct remote inspections without being on-site, with recording, screenshots, and annotations.
remote work d365

9.  Respond quickly to unexpected demand

Ecommerce businesses need more automation and less manual work. Therefore, Microsoft Dynamics Partners such as DFSM is working to replace Slow and manual work with automated workflows through Microsoft Dynamics 365 commerce. Additionally, companies can scale up with Microsoft Dynamics ERP and CRM systems linking to industry and advanced systems:


  1. Single and versatile financial reporting, which in one instance supports many legal entities and currencies

  2. Integration of ERP and eCommerce platforms to simplify order processing

  3. Related workers who have access to the requisite information and work together through time and geographic locations

ERP and ecommerce

4 Lessons from Revlon’s SAP Implementation Disaster

We recently had a brief discussion about the SAP failures. Every case, including Hershey ERP failure and Lidl ERP failure, had its points to learn lessons and ensure that your company is not about to make the same mistake. Today, we will talk about Revlon, so you can see if you are also preparing to join the same path or not. You can check out the SAP failure rate as many companies fail to learn from previous failures.

Revlon revealed a couple of weeks ago that it was terrible to enforce its SAP. It was due to the inability to enforce the SAP that delayed financial reporting.

Within 24 hours of publishing the story, its stock decreased 6.9%, triggering an investor’s lawsuit. Not good for a well-established consumer product business, especially for publicly traded companies.

Revlon’s SAP failure

What have we learned from Revlon’s SAP failure?

  • Design and Controls are the keys to success 


Revlon reported a lack of design as one of the problems behind the failure of ERP. As a result of its internal controls, the company suffered “material weaknesses.”

It is important to look closely at the business processes to minimize the risk of material operational disruption.

You should ensure that the development team knows this when determining your future state and training your staff to configure and evaluate the program correctly.

system desgin d365
  • Negative ROI is a big red flag


Revlon also announced that: In addition to a breakdown in its North Carolina Plant’s operational controls and production problems:  

  • Sales lost by SAP failure could not be recovered.
  • Disruption in customer service.
  • The demands for their management and employees were growing, with an emphasis on other business goals cannibalized.
  • It produced substantial capital and operating costs.
  • The handling of sellers’ payments was challenging.
  • It couldn’t meet the timely or reliable federal, state, and local reporting and filing standards.
  • It had higher shipping costs than anticipated – due to the SAP failure of the customer burning.
  • It was ‘incapable of correctly or promptly filling customer orders, or at all’ (emphasis added).

We are sure that this wasn’t the expectation of Revlon.

  • Implementation risks should be well understood


Revlon did not seem to recognize the risks associated with its ERP implementation, as were many organizations adopting SAP S/4HANA and other ERP solutions. Worse still, efficient methods for reducing such risks should not be quantified or enforced.

Revlon endured delays in shipment and missed sales in North Carolina due to the production interruptions – the site of the first phase of its SAP live service.

If Revlon had known, quantified, and mitigated the risks associated with ERP introduction, steps would have been taken to ensure that its go-live did not significantly impact its operations.

project management implementation process
  • Risk Identification must be calculated  


In Revlon’s case, problems became apparent right after the device was implemented in Oxford, NC. The roll-out created service level disturbances that affected production and shipping capabilities directly.

Revlon clarified that they could impact their competitive position if such disruptions continue. Their client relationships, prospects, financial conditions, and cash flow may also influence them.

The company should have prepared for these setbacks with a comprehensive risk evaluation. The risks to implementing an ERP are inherent, and it is not reasonable to expect to go live without problems.

Payroll Processing and Calculations

DFSM ERP Failure Rescue Service


If you can find out the ERP implementation failure statistics increasing (from Gartner), you must not take a chance and hire professionals for consultation.

We support some big companies on their ERP implementation rescue plan to be glad to exchange notes and share some lessons from failures to successful projects.

Contact us to discuss any time – we’re pleased to be your digital transformation partner.

5 Hidden Cost of a CRM implementation

CRM  (Customer relationship management)  Microsoft Dynamics CRM has become the company’s most precious asset in today’s rapid, highly competitive, and highly innovative market environment.  CRM is important to understand your customers’ needs to improve client service and profitability. Determining the actual execution cost is important, focusing on CRM in your company and its far-reaching effects. Many options and pricing models are available for CRM applications. Therefore, it has become difficult to identify the “exact” cost of different CRMs.

So, you need to consider many hidden costs before you think or invest in the CRM implementation. Some of the most relevant factors are:


Sales growth dynamics 365




Every business is not alike and demands customization. When you think about CRM as a general, you may have a vague idea of customization requirements. However, to be clear on the situation, you will need experts’ consultation. So, the problem for every new CRM is incorporation across all divisions. The expertise of CRM experts is required in this process. Estimate internal labor for 40 hours and consultancy fees at least $4000-$5000.




A consulting firm is also used to train, prepare, and execute the best implements of a new CRM. Plan on outsourcing for at least 1 for every $1 spent on annual cloud-based device subscriptions. The annual subscription price cost is averaged between 1x and 10x, with an average of 3.5x. While this is a big expenditure, experts concur that it is worthwhile.


 User Adoption


The effectiveness of the CRM requires user adoption, and we have many companies as an example who failed in implementation because of it. User adoption is completely dependent on leadership abilities. Those organizations that have been active with CRM have a leadership buy-in.

A recent Cornerstone OnDemand presentation showed how quality leadership impacts the role of workers in all business sectors. “Only 29% of workers in North America are concerned with emotion. That leaves 71% of the staff not working or actively de-engaged.” When the employees do not use the new CRM, the company is focused on the bill. Often, organizations with in-house expertise and decide against a third-party contractor do not achieve consumer acceptance objectives during the CRM implementation process.


 Opportunity Costs


One of the major concerns for hidden costs on CRM is the failure to select CRM software. Some of the cost components include Paying for unused Licenses, Paying for outside experts, and the cost of doing it all over again.

Additionally, a lack of sales is known and a failure to pick CRM when a business pays for a CRM but does not use it. How much more company does the sales team leave? Is there a lack of cross-sales opportunities because departments do not efficiently exchange data? So many businesses neglect these costs of opportunities.


 Additional Services


CRM is just the starting point for the application of subscription costs per user. Most CRMs allow third-party add-ons to be customized, and the price tag can be considered for these. While these are small add-ons per device, they add up to a company customer with tens of thousands of customers. So, you need respected CRM for it, such as Microsoft Dynamics. Moreover, there is no single CRM platform with its simple packages to fulfill all 9 integration requirements. At the beginning of the process, careful planning must influence the cost of each element.


Checkout our DFSM ERP/CRM ROI calculator 


You might have various concerns about the overall cost of the Dynamics 365 implementation. So, you can easily calculate ERP ROI/CRM ROI using the DFSM calculator. It will help you plan your budget according to the estimated cost. The calculator we developed shows the user how exactly is going to spend on their implementation.

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