7 Things to avoid on your Microsoft 365 migration

The most popular business productivity tool right now is Microsoft 365. Not many companies are ready to migrate to 365 for many different reasons. Most organizations fear encountering a wide range of issues and challenges that might disrupt their operations. A few of these include the migration type, security and compliance requirements, bandwidth issues, preconditions for hybrid migrations, improper planning, and even the retention policy.

Evolution of Dynamics 365

What do you need to avoid for 365 Migration?

A few problems could be confusing when moving from dynamics ax to dynamics 365. Check them out and migrate without a hassle.

OneDrive is the easiest action to take and shouldn’t be done at first. Yes, it has various benefits as it requires no metadata and taxonomies to plan, let alone a terabyte of storage per user.

Yet, if implemented before department workspaces in Microsoft Teams or organizational document libraries in SharePoint, it may lead to undesirable behaviors that call for close contact and supervision to prevent information management from spiraling out of control.

If you start approaching perfection, you will have a never-ending list. This can lead to the demand for extra resources, going out of your budget, and probably facing user adaptation as well. To avoid all of it, you need to focus on the basics.

Maintain the balance between your implementation and work. Migrate your business data transfer, home drives, and mail to Exchange Online. With the use of an intranet or SharePoint portal, create a centralized landing page. However, you must keep a balance and not go for too little.

The success of your Microsoft 365 user adoption might be hindered by governance that is excessively severe or nonexistent, particularly for Microsoft Teams. Without any form of regulation, Teams can grow like wildfire thanks to the app’s simplicity and intuitiveness. Your users might make duplicate team sites or files or utilize ambiguous naming conventions as a result.

Before launching, you must see Teams as more than just a texting, calling, or online meeting service. Additionally, it’s a location where your employees can manage information, accesses their most-used apps, collaborates on files, streamlines task management, and do much more. Built as a teamwork hub.

The most challenging aspect of migration is getting Microsoft 365 up and running. Still, any organization can suffer from improper employee training, particularly regarding significant changes in daily functionality.

The right training will keep things running smoothly while allowing staff members to learn about new productivity-enhancing tools like Microsoft Teams and OneNote. Therefore, never assume that training will occur during the Microsoft 365 ax migration process. Before beginning the procedure, make a plan for success.

Not everyone needs a one-hour training session on succession planning. Any project should treat it as a core component with adequate funding. The project will be more successful the more work you put in.

Your outdated Active Directory structure is another immediate potential problem.

Besides, when was the last time you performed a general security model assessment, cleaned up your AD, and deleted workers who were no longer associated with your company? To ensure they are “cloud-ready” or that the appropriate level of security and control is in place, it would be great if you also altered your group policies and security groups. It would be beneficial if you additionally chose an authentication strategy.

Microsoft 365 offers replication for disaster recovery and has data centers in Sydney and Melbourne. Exchange Online and SharePoint Online both include recycling bins and retention guidelines.

But to ensure you are appropriately safeguarded in line with your recovery demands, you must be aware of your data recovery requirements and backup management strategy.

Spend some time learning what Microsoft 365 customers can delete, how they can recover data (self-service style), what administrators can do to help with data recovery, and what the default retention rules offer regarding recovery periods.

Cloud migration benefits and conveniences of cloud-based software have significant drawbacks. Make sure your business takes all essential procedures to guarantee your data protection.

No matter how advanced or progressive a system is, it can still be hacked, and there are people out there who are incredibly dedicated and talented enough to try just about anything.

Single sign-on (SSO) functionality, mail filtering, data loss prevention, multi-factor authentication (MFA), threat protection, and information governance make Microsoft 365 safe.

Microsoft Dynamics 365 (1)

Bottom line 

So, improve your lift and shift process for dynamics ax to dynamics 365 migration, and reach out to a reliable partner. We at DFSM have the infrastructure as a service. Our Microsoft Dynamics AX and Dynamics 365 finance experts can help you in cloud migration process. Reach out, and our team will take care of the rest of the process.


Why Upgrade to Office 365?

If you are still operating your Office Enterprise suite on-premises you may lose your data at any time, It happens when you do not upgrade, your systems may skip any precautions to save the data and files. So, this is the time that your business must take some careful decisions and upgrade office 2016 to 365.

It is not only beneficial for storing data but collecting it in one place and keeping people informed about any new changes too.

Remember you need to invest in these office applications to keep your business manageable. The tools help businesses to stay organized and increase efficiency through it. So, invest and get in the good books of your clients.

If you have recently invested in office 2019 – you might be reluctant in upgrading to office 365 for the business plan.

This article is about some of the best reasons to upgrade the Microsoft office to office 365.

What is Microsoft Office 2019?

This is a one-time purchasable product, which provides you with a singular cost to get Microsoft Office apps for a single device. Office 2019 can be purchased for both Mac’s or PCs. But when it comes to upgrading, when new releases come out, you will have to purchase the new release at full price.

Microsoft Office 2019
Microsoft Office 365

What is Microsoft Office 365?

Is a Microsoft Office Plan which is a subscription-based service that provides you with most up-to-date Microsoft Office apps and tools available from Microsoft Office. There are 365 plans for all users, whether you need plans for home and personal use, or if you need it for large enterprises, schools, small to midsized businesses or Non-for-profits.

Why Choose Office 365?

Microsoft Office With Office 365 being a subscription-based product, ensuring that you have the latest updates and products fully installed and available.  Office 365 or also known as Office 365 Business offers the same applications that Microsoft has become renowned for. Microsoft Word, PowerPoint, Excel, Outlook, and OneNote, and for Windows Users, Access & Publisher are included. Office 365 boasts the same products as the boxed edition, but with the cloud, you have the benefits of frequent updates to ensure they are performing effectively. Once you make your Office 365 purchase, you will be able to access your apps from both mobile and tablet devices. Just search www.office.com, sign in and you will be able to download your Microsoft Office applications. Office 365 is always up to date with the latest versions of Microsoft Office. So, when Microsoft releases Office 2019, you won’t have to pay extra to upgrade. You’ll be automatically updated to the new software. Meanwhile, people who bought Office 2016 will be stuck with the old version, or they’ll have to purchase an Office 2019 license at full price.

Reasons To Upgrade To Microsoft Office 365.

No need to worry about servers and maintenance, Office 365 is available on the cloud, therefore your flexibility of integrated your business solutions is easier. Cloud requires no on-premise maintenance or server costs, therefore, you don’t need to worry about anything, due to Office 365 trust centre takes care of all of your data.

The best feature about office 365 small business is that you can choose the tools your business requires. Microsoft has been providing business with business applications for many years now, With the Microsoft Office 365, you will have access to a wide range of applications, often free that you can add to your home screen and access them from the one location.

Office 365 works with the concept of, “you get what you pay for”. Office 365 is adaptable whether your business grows or not. 

With the use of collaboration tools like office 365 one drive for business, you have storage for your organisation to share data. With Office 365, all you need to do is upgrade your subscription of Sharepoint & OneDrive if you need more space. Rather than having to buy new hard drives for storage when you don’t need to. With Office 365 you can trust that your data is safe and secure. 

Microsoft Office 365 business offers you the data protection and backup service to ensure you never need to worry about data loss.

Benefits of upgrading office 365 home to business?

Efficient and quick responses are the ultimate requirement of any industry. Your customers have many options to switch when you make them wait. 

Business is now moving at new speeds, conquering the pace that has never been known. So, if you don’t want to lag in the market, you must make wise decisions of upgrading business to office 365.

Office 365 subscription enables you to use any device and work from any place. Your client need some quick changes and you are on an outdoor trip, you have the facility to provide a solution right on the spot. 

Plus, you don’t have to stick to the PC and work from any device.

You can easily integrate the on-premises data and the cloud data on office 365 ensuring access to every single bit of the files. But using the cloud has more benefits, you don’t have to worry about the cost of servers with it. 

You just have to save and upload your data without investing a huge amount of maintenance and servers.

OneDrive allows you to get as much storage as you want. You get an upgrade to the new storage at any time OneDrive for business is available for any small, mid-size or large organizations.

Invest accordingly and you will never worry about the space in the future. It is quite affordable and you will never need to buy a hard drive for more storage space.

Office 365 can streamline the workflow and enhance productivity. The team can make quick changes and also collaborate easily. 

Improve, comment or change the documents online without having the stress of waiting for the responses and email tracking, etc. 

Even if you are working from home and managing a small business, you must upgrade Office 365 home to small business and run your business smoothly.


What are you waiting for now? The points mentioned above are quite fascinating for any business person who wants to keep all the documents manageable and organized. 

Microsoft Office 365 is an investment that can be with you for the long-term. A companion that gives you a relief by removing the stress of managing efficiency and productivity in any kind of big or small businesses

Besides, DFSM is always ready to provide you assistance in upgrading from Microsoft Office to Office 365. Our experts will make it easy for you to upgrade from any Microsoft Office version to 365.

Microsoft Dynamics 365 Experts

Migrating to Dynamics 365 Success Stories

Microsoft has a plethora of customers, and we all know why. So, let’s not drill down on the fact that Dynamics 365 by Microsoft has become the most used tool right now for smooth business operations. If you have recently thought about migrating to Dynamics 365, you must know the success stories. We are sure you have already heard a lot about the failures and mistakes. It is time for some motivation.


Migrating can be tough, but success stories are here to help

Most data migration solutions do not transmit Transactional Data, which is valuable and helps bring coherence to operations but only transfer Master Data.

Dynamics 365 data migration may be a time-consuming and challenging process, more challenging than most people realize. However, the problems associated with data migration may be easily overcome if we follow precise guidelines and develop a solid plan. This will help businesses transfer data from one system to another swiftly and effectively while including all selected entities.

Success stories of the clients

Peet Limited

Peet LimitedPeet Limited, a pioneer in Australia’s real estate sector, is dedicated to assisting individuals in achieving peace of mind via home ownership. Additionally, their dedication to IT innovation has allowed them to survive industry disruptions while remaining competitive.

The business teamed up with Microsoft to modernize its IT infrastructure and move essential line-of-business apps to the cloud as part of its continued commitment to providing high-quality service. Because Peet Limited was already using Dynamics CRM and Dynamics AX for its customer relationship management (CRM) and ERP systems, respectively, the company had faith in Microsoft.

In order to provide end-to-end protection, Peet Limited built its cloud strategy around security; for them, security promoted value. According to Bridge, one of the major advantages of utilizing Microsoft 365 is having a “single pane of glass” to examine Peet Limited’s security landscape.


Sonee Sports

Sonee Sports

Sonee Sports is a modest, 28-year-old, family-run Maldivian retail chain. In order to more efficiently manage its relationship management, point of sale, and resource planning processes, they decided for dynamics ax to dynamics 365 migration in the cloud. From a single workstation in a hardware store to ten locations around the Maldives, Sonee Sports has expanded.

Sonee Sports implemented a cloud-based e-commerce platform, upgraded to Microsoft Dynamics 365, and set up a Microsoft Power platform (BI) for analytics.

Sonee Sports has reduced costs by 38% for its IT maintenance and increased client retention by over 8% because of this configuration.


Bristol City Council

Bristol City CouncilWith a population of just over 463,000 and more than 90 different languages spoken there, Bristol is a multicultural city in southwest England. The unitary authority, Bristol City Council, is in charge of various services, including taxation, trash management, education, etc.

Bristol City Council believed it could no longer rely on its IT system to handle the daily demands of the city, as do many other struggling local governments. Its technologies lacked a cohesive platform to allow collaboration or use of data insights, were not agile and were not mobile-friendly.

Bristol City Council realized the only option was upgrading or migrating its Dynamics CRM 2016 instance to Dynamics 365, which would boost productivity and collaboration. Moving required orchestrating over 500 staff members and ecosystem partners while moving 54 workloads.

The Bristol City Council implemented Dynamics 365 together with toolkits to boost productivity. It was built on Microsoft Azure, utilizing Microsoft Power Platform and Office 365.

When you’re ready to migrate, DFSM is here to help

Ultimately, if you don’t want to go through the failures and errors, the best is to get in touch with the Microsoft Dynamics 365 experts at DFSM. Our experience makes us worthy to help you with the complete dynamics 365 migration guide. Our experts will help you in migrating from Dynamics older versions to D365. All you need is a good discussion session; we can take it from there.

dfsm team

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

Microsoft releases Dynamics 365 and Power Platform 2022 release wave 2 plans

According to the Microsoft Power Platform release schedule for wave 2 of the 2022 release, new capabilities for Power BI, Power Apps, Power Pages, Power Automate, Power Virtual Agents, AI Builder, and many other products will be available from October 2022 to March 2023.

Early access in non-production environments will begin on August 1 for the modifications related to preview and production capabilities Microsoft wants to release to its cloud services between October 2022 and March 2023.

The blueprints are extensive as usual, totaling more than 500 printed pages in PDF format.


Microsoft Dynamics 365: 2022 release wave 2 plan

According to the Microsoft Release Wave 2 strategy, you will be able to deliver up to 300 million monthly outbound interactions and reach up to 100 million marketing contacts starting in October 2022. This is up to three times what you have previously received.

It is anticipated that the Teams chat feature, which was recently integrated into the Dynamics 365 environment, will improve starting in October with Microsoft Release Wave 2. Instead of only having your linked discussions in the Teams chat section, you will be able to track them to the specific records timeline.

Additionally, in this new wave, Microsoft has improved the Conversation Intelligence software. Moreover, real-time ideas during a call give the feature the appearance of taking on the role of a personal sales coach.

Microsoft will continue to put a lot of effort into managing vendor invoices, OCR, and subscription billing. There are investments to make OCR widely accessible in February and March 2023.

The initial plan is to deliver it as a preview in the current release plan. The length of vendor invoice numbers can increase with no adverse effects on other data sources.

There are two themes for this next release strategy in human resources: Boost productivity and broaden the HCM ecosystem. Go through the plan to learn more about the investments made in the management of benefits, leave and absence, organization and personnel, and integrations and extensibility.

Dynamics 365 Field Service introduces additional tools that allow businesses to plan employee service operations more effectively.

Large facilities can now be built and maintained by organizations that can control expenses by setting “not to exceed” limitations and organizing related incident kinds under “trade” for simpler management.

Microsoft Power Platform: 2022 release wave 2 plan

To improve the user experience, improvements are being made to the present get data experience. This will make creating material in the Power BI service easier and more successful for both self-service and professional users.

The “Modern Find” tool has been accessible for a while, but it has only ever been an optional feature that admins could manage. The “Modern Advanced Find” option will be available by default starting in October 2022. Prepare your users for it in advance.

When picking dynamic values for their Power Automate flows, makers will have a new experience starting in March 2023 in Microsoft Release Wave 2. You will be able to examine the data type of each field thanks to improvements made to the designer for selecting dynamic values. This is especially helpful in businesses where several fields have the same name but different data kinds.

Azure Synapse Link continues to get funding from Microsoft Dataverse. With the help of Azure Synapse, customers will be able to extract greater insights from Dataverse data. Sharing will become simpler with better governance and security through a deeper interaction with Azure Active Directory.

Customers will be able to create new types of applications using rich and intelligent data types. Thanks to improvements to Dataverse data modeling.

Wrap up

Overall, the new updates are all about the best of the customer needs. From sales accelerator and process automation to the power virtual agents, you will enjoy the new updates to their fullest.

We understand if comprehending all the updates is challenging on your own. DFSM consultants can help you figure out the suitable Dynamics 365 and power platform 2022 updates.

dfsm team

AX 2012 to Dynamics 365 F&O Migration (Value’s optimisation guide)

It might seem challenging, but upgrading the ERP is significant for your good.

As a result of Microsoft discontinuing support for dynamics ax in October 2021, many businesses are currently rushing to switch from their on-premises ERP to a new cloud-based platform.

Many businesses still hesitate when considering switching from Dynamics AX or another ERP to Microsoft Dynamics 365. Customers of Dynamics AX must act quickly. However, if you are unsure about your decision, we can help you through this thorough article about migrating from AX 2012 to Dynamics 365 F&O.

Why Migrating from AX 2012 to Dynamics 365 F&O

Migrating from AX 2012 to Dynamics F&O offers many benefits for all kinds of businesses. Most importantly, licensing has made a huge difference, and many consumers find it more appealing.

The Impact of Migration on Reporting

Business Intelligence (BI) ToolsDue to their daily influence on the entire firm, reports are a very visible and user-tangible upgrading component.

The ability of a company to stay ahead through communication and quick decision-making is facilitated by effective reporting. Thankfully, D365 Finance and Operations (F&O) offers a large selection of out-of-the-box reporting solutions that probably cover up to 80% of business reporting requirements.

Hence, when looking into reporting options, starting with the built-in reporting features is a good idea.

Additional methods for customization include:

Get in touch 

Hopefully, you can now easily get dynamics 365 for the unified operations data upgrade checklist. 

Having the perfect planning for the ax 2012 to dynamics 365 F&O migration can help you achieve a lot in your business. With the latest reporting features, it is even more beneficial for the businesses trying to scale their company after 2022. We at DFSM have the most amazing team working around the clock to assist businesses in meeting their needs for Dynamics 365.

customer support

Microsoft Dynamics 365 (F&O) Tips & Tricks: Integrations

Microsoft Dynamics 365 (F&O) is the modern version of Dynamics AX. As it offers new features, it also has some tricks and tips that can help you with better software performance. So, while you are at the Microsoft dynamics 365 integration phase, check out the integration tricks and tips to apply and get through the processes smoothly.

Make your organisation more profitable with Dynamics 365 Finance—financial management software with embedded analytics and financial intelligence.

Get in Touch

This might be a bit tricky if you are not a developer. Therefore, we recommend you get in touch with the experts for better integration between finance and operations apps.

Now, if you are integrating with dynamics 365 and looking for a consultation with the experts, DFSM is ready to help. Just give us a call, and we will get back to you.

dfsm team

Microsoft 365 Facts and Myths in 2022

Business agility is everyone’s favorite, and moving to the cloud is a cost-effective option for many people. 

With so many cloud-based business programs on the market, Microsoft Office 365 remains a favorite for businesses because of its comprehensive suite of business solutions. It provides organizations with security benefits, productivity boosts, communication tools, and an unrivaled level of dependability.

Yet, many businesses still hesitate to use Office 365 because of misconceptions. This article will discuss the office’s main tools and the myths that keep you from benefiting from them. 

office 365

What does Office 365 include?

Office 365 offers the same basic applications as traditional Office versions of Word, Excel, PowerPoint, Outlook, and OneNote, as well as extra apps and services like Publisher, Planner, OneDrive, Exchange, SharePoint, Access, Skype, Yammer, and Microsoft Teams.

So, what is office 365, and how does it works?

You know the suite. Moreover, numerous licensing choices are available for Office 365, including personal use, multi-user households, students, corporations, organizations, and educational institutions.

Fact: Office 365 is a comprehensive online collaboration tool. Additional services aren’t actually required. Office 365 allows internal and external users to share files and access them practically anywhere.

Office 365 is the latest method to create a completely collaborative experience. And it becomes even better with Microsoft 365’s new modern desktop interface. 

Fact: Office 365 includes the Office you’re currently familiar with and productivity tools to help you work more effectively. It also offers you SharePoint, skype, yammer, Power BI, and advanced security tools. 

Fact: You might be confident in configuring office 365 on your own, but it still requires proper knowledge and understanding of security. To configure Office 365 correctly, you must understand the interconnected elements and their relationships with one another.

Sharing a OneDrive folder with every employee in your firm is not the same as sharing a company SharePoint directory with the appropriate rights and versioning.


Fact: Office 365 in the cloud comes with built-in security and reliability.

We agree that there are threats, and businesses are hacked on a daily basis. Even if your company has a growing security staff, it’s rare for them to be able to put together a team large enough to uncover and guard against the hundreds of potential alerts that come in each day.

Microsoft is an extension of your security team when you transition to Office 365. Microsoft data centers are designed to be scalable.

Fact: this is one myth that people confuse a lot. You purchased a license that has a limit of 5 devices. Now, that means that all those 5 devices must belong to you.

If you install the office on the different 5 devices, you violate the license agreement. Basically, Microsoft is offering you the license of 5 devices per user. You can use it to make your work steady and more accessible all the time, regardless of the choice of the device. 

Fact: Well, no system is this level perfect. Everything requires management. So, you have to manage Office 365 too. Most often, to check the logs, monitor Cloud App security logs, or create ATP reports.

Most importantly, to manage new changes in the office too. However, you can always hire a professional service provider to manage it. 

No, you can always move to the cloud at your own pace or use the hybrid approach. Yes, you might have heard some experts claiming to migrate office 365 at once, but it isn’t possible.

There is no procedure to carry out full migration just at once. As more businesses migrate their production workloads to the cloud, the migration path for each task and the migration time differ.

Microsoft 365 vs. office 365

Both may seem the same but have some very clear differences. Let’s find out. 

What is the difference? Yes, if Microsoft 365 includes Office 365, then why differ?

Office 365 is a stand-alone product that may be used without Microsoft 365. For example, you can install Office 365 on a Mac or use its cloud-based features and capabilities on a Linux desktop. So, even though it’s part of the Microsoft 365 ecosystem, Office 365 isn’t actually dependent on it.

Furthermore, Microsoft 365 differs from Office 365 in that it comprises both the operating system and the corporate suite, two platforms with significant capabilities. When you talk about Microsoft 365, you’re talking about the operating system, which greatly impacts the entire ecosystem.


Ultimately, if you want to stay connected to your work through your mobile, you can probably get your work organized on this single suite with the license.

For the management plan, you have DFSM to help you stay up to date about the office 365 and onedrive for business. 

Dynamics 365 Finance & Operations

3 Reasons To Integrate Dynamics 365 CRM With Your Accounting

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

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

Office 365

Dynamics 365 CRM Features

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

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

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

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

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

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

3 Reasons to get Microsoft Dynamics 365 CRM for accounting

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

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

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

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

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

Bottom line

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


Make your e-Commerce business seamless with Microsoft Dynamics 365

Businesses capitalizing more than ever right now are mostly e-commerce. Retail is no longer just a physical experience for consumers but also online purchasing. However, the work behind the scenes still has challenges, so companies look for automated solutions.

Microsoft understands the problems and offers Microsoft Dynamics 365 for e-commerce, capable of everything your business needs. The most significant part of e-commerce is understanding your audience, and Dynamics 365 commerce development is all you need for it. 

dynamics 365 ecommerce

Scalable B2B Service Solutions

B2B sales cycles have migrated away from face-to-face meetings and time-consuming trip days and toward customer warehouses. Businesses invest more in their behind-the-scenes operations, front-end customer service experienceDynamics 365 commerce pos, employee shortages, production and freight interruptions, and other pandemic-related shortcomings.

Data from various industry-leading trend reports suggest that new operating systems, as well as modernizing and integrating legacy systems, are the greatest investments to make right now.

B2B Innovations with Microsoft Dynamics 365 Commerce

There is a misconception that e-commerce sales account for a small percentage of total revenue and that B2B online sales are primarily for low-ticket items. Believing that misconception would only exacerbate rather than help business operations.

In November 2021, 35% of customers polled said they would be willing to spend more than $500,000 on a single order. Let this be a sign: Invest in digital systems that facilitate high-ticket purchases if a company is willing to miss out on a third of possible revenue.

The Beginner Guide to Dynamics 365 

Does Microsoft Dynamics have e-commerce?

Microsoft dynamics 365 e-commerce is an omnichannel eCommerce solution that allows you to create a website, connect physical and digital stores, and track customer behavior and requirements. Ultimately, deliver personalized experiences, engage with customers across channels seamlessly, improve operations and resource management, and gain holistic insights to scale your business.


Helping our B2B clients on the journey

We at DFSM aim to follow the unique roadmap to ensure the best and most seamless solution for your business. Meanwhile, our strategies include:

DHRP has the experts working closet with multiple businesses to implement Dynamics 365 retail-e-commerce. Our team works on understanding the consumer needs and then work on the solutions accordingly. 

As our customers, you will constantly be in touch to work on the solution without any problem. 

DFSM has experience with a wide range of deployment scenarios and is an expert at assisting our clients in planning their implementation phases so that they may focus on their business goals.

DFSM knows how to minimize corporate risk while maximizing consumer satisfaction. Efficiency Every decision made by our teams is carefully considered, as is the influence on business team efficiencies.

Get in touch

If you are looking for a solution that suits your e-commerce business needs, get in touch to know more about Dynamics 365 e-commerce pricing. We can help you understand everything from scratch. And experts can also guide you on what is Microsoft dynamics 365 marketing and how it helps.

Whether you want to explore Microsoft products and services or know about Dynamics 365 apps for eCommerce, talk to us now. And we will take your business to new success. 

dfsm team

Dynamics 365 Project Operations for construction industries

Any construction, be it school, house, rail network expansion, or a tall building, always requires proper construction project management. In the construction industry, project management covers the planning, organization, coordination, and the way to control the work process for modifying the construction object.

Generally, the complexity of the project is directly dependent on the size of the project. More the team members, more implications are to be found in it.

Construction companies must also think about current building technology, sustainability, and energy efficiency while designing their structures. To address the specific issues that construction projects provide, you’ll require an end-to-end software solution.

In this post, we will be discussing the way you can utilize Dynamics 365 project operations for construction services. Let’s learn how it can benefit you and your company. 

microsoft power bi

Need a comprehensive business solution? If yes, Microsoft Dynamics 365 Project Operations is ideal for it. You get to have all project-related processes of a company in one place. Ranging from sales to project and resource management, it offers everything in one solution while giving full authority for reporting too.

  • Before the project: Project sales & Project planning.
  • During the process: Resource management, Project management, Productive collaboration, Time and expense tracking Project controlling.
  • After the project: billing & reporting.

Project Operations supports construction firms with all kinds of construction projects, regardless of size or complexity.

How to make projects more predictable 

Customer satisfaction begins with the promises you made, deadlines you set, and budgets you declare. If you deliver as per the promise, this is the only way you achieve higher customer satisfaction.

However, it is still difficult to predict the complexity of the project at the early stages since they are made up of many interconnected tasks and require various resources.

Predictability in the project business means knowing:

There is a strong emphasis on quality, pricing, and timeliness. Project Operations provides a variety of functions for managing projects in the most efficient and cost-effective manner possible:





The whole project lifecycle in one solution

Project Operations provides different functionalities that fulfill the needs of each segment of the project & business management.

The sales team can use Project Operations to calculate sales opportunities or import them from another CRM system. Estimates can be based on prior similar projects for quoting, and then standardized templates can be used to quickly create a thorough estimate, a timetable, and monetary values for the bid.

The work breakdown structure can be constructed first by including generic resources such as HVAC providers, and pricing can then be determined using different dimensions (e.g. experience, location, skills). Quotes will be more accurate as a result.

Project Operations gives project managers a range of tools to help them plan more precisely. They are well-equipped with Kanban planning views, Gantt charts, and work breakdown structures for effective project management, whether waterfall or agile.

These tools can also make precise labor, expense, and material estimations. They can use dashboards to keep track of the project’s progress as it proceeds.

Any changes to work packages or resources result in an automatic cost and revenue update. When the project takes unforeseen turns, real-time tracking and integrated AI insights enable early intervention. As a result, project managers maintain control and have the ability to intervene at any stage to ensure that the project is completed on time and under budget.

The project team is critical to the performance and profitability of an infrastructure construction project. Resource managers in Project Operations have all the information they need about project requirements and resource availability, allowing them to put together the right team.

This is made easier by the native scheduling tool Universal Resource Scheduler. It allows resource managers to locate the best staff at any moment (based on criteria such as skills, costs, and availability). Employees will be happy with their work since they will not be over- or under-challenged, allowing them to give their best effort.

Project team members now have a place to communicate quickly and productively at any time, from any location, on any device. They can also interact with each other and with people on the customer’s side, general contractors or subcontractors – thanks to the integration of Microsoft Teams into Project Operations. This boosts productivity and communication.

Tracking time and expenses is difficult but vital. Fortunately, Project Operations makes this time-consuming work considerably easier by making time and expenditure monitoring available via desktop and mobile apps, which can be set up in a matter of seconds.

Project Operations connects project managers and accountants to the same data. All data is created within the program over the course of a construction project. Further, it eliminates the need for project managers to ask accountants what they are allowed to invoice.

Invoices can be generated and personalized without the need for additional software or manual labor and can be based on a fixed price, effort, or a combination of both.

Project Operations becomes a service-based ERP system when it is connected to Dynamics 365 Finance. External ERP systems can, however, be connected using open APIs to provide specific accounting functionalities.

It is challenging for a company’s management to summarize insights from several systems in a diverse IT landscape. They have real-time financial assessments as well as other KPIs on dashboards, such as resource use, forecasting, and budgeting, in Project Operations.

Microsoft Power BI makes it simple to visualize and share this information. This gives decision-makers more information on which to base educated business decisions and develop a more cohesive overall corporate plan.

Why Dynamics 365 Project Operations for construction industries 

Dynamics 365 for Construction is a vertical solution for engineers and architects to utilize in heavy construction projects, and it can be integrated into all daily procedures without causing any media disturbances. Furthermore, a customized solution adds industry-specific capabilities to its general functionalities.


Microsoft Dynamics 365 for Construction Industries Features

With real-time resource scheduling based on skills and availability, get the right person at the right place with the right materials at the right time.

Place and use high-cost equipment efficiently across several projects.

Before starting any project, double-check the appropriate people, equipment, and other resources available.

Data can be entered once and accessed from any device, anywhere, at any time.

When you’re close to a sale, use hard-book resources with current information and soft-book materials.

Stop issuing quotes based on outdated cost and profit models.

Stop wasting time with monthly billing – even complex billing arrangements like milestone billings are handled automatically and seamlessly.

Predict project changes and potential delays and make necessary adjustments without compromising the process.

In one integrated system, analyze and plan everything from individual projects to entire project portfolios.

To open the door for future opportunities, accurately anticipate expenditures, stay on budget, and deliver on time.

With automatic replenishment capabilities, keep track of tools, materials, and parts on the job site and in the warehouse.

Excel, Word, Outlook, and Microsoft Project Server native integration and interoperability.

With secure, role-tailored browser-based access, on-site and off-site workers, Finance, HR, Senior Management, and everyone in between can share information and interact like never before.

Using PowerBI, SSRS, and other reporting platforms has never been easier than with Dynamics 365 for Finance and Operations – plan, forecast, and execute using both real-time and historical data.

Construction Industries

DFSM offers a complete partnership to provide custom solutions for construction

Our consultants are familiar with the construction industry’s processes, goals, and difficulties, so if you’re not sure where to start with Dynamics 365’s construction solution or what license requirements apply, they can help. Please get in touch to know more about it.

dfsm team

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

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