Business Central and Microsoft Teams Integration

Microsoft Teams is a product of Microsoft 365 that enables you to connect, work together and simplify work with others. Business Central includes a Microsoft Team-connecting application in Business Central, which enables you to rapidly communicate information with each team member, search for contacts, and answer requests quicker.

Business central in Microsoft teams can be used in Teams marketplace and the Teams desktop, mobile application, or web. 

How does Microsoft Teams integrate with Dynamics 365?

Microsoft has introduced a range of new integrations between Teams and Dynamics 365 during its 2021 conference which will be available in the upgrade for the Release Wave 1. This step is to improve Microsoft products and services.

These new integrations are built to reduce distractions caused by jumping between applications and data searching by uniting teams and dynamics 365. Microsoft claims that these will create a larger context for apps as they continue to connect engagement systems to record systems. This includes teams meeting, chatting, and calling without changing to teams and collaborating in the Dynamics 365 workspace. Or access, modify and share Dynamics 365 documents when working in teams.

teams

Features overview

Customers, suppliers, and other contacts

You can seek up information about customers, suppliers, and other Business Central contacts from anywhere in Teams. This tool allows you to view not just general contact information, but also interaction history, associated documents, and more.

Customers, suppliers, and other contacts

In a conversation, you can also share contact information. Participants can access additional information about the contact from there.

Customers, suppliers, and other contacts

Sharing Business Central Records in Microsoft Teams

You can do the following using the Business Central app:

  • To share a link to any Business Central online record with your coworkers, copy the link and paste it into a Teams conversation. The link will then be expanded into a short, interactive card that shows information about the record by the app.
  • You and your teammates may examine more details about the customer record, change data, and take action without leaving Teams while you’re in the chat.
Business Central Records

Share records in conversations

To share a link to any Business Central record with your coworkers, copy the link and paste it into a Teams conversation. The link will then be expanded into a short, interactive card that shows information about the record by the app.

Share records in Conversations

You and your teammates may examine more details about the record, change data, and take action without leaving Teams while you’re in the chat.

Get in Touch

If you need to step up your game for better customer service or improve team calls, business central teams integration seems like a great idea. So, if you have something in mind and need to discuss it with the experts of Dynamics 365 business central, we at DFSM can help you with it. 

Microsoft Dynamics Professional

Latest features for Accountants in BC (April 2021)

The 2021 release of Wave 1, the first of Microsoft Dynamics 365 Business Central’s two big updates this year, will bring some exciting features to the table. Microsoft Dynamics 365 will introduce all the updates over a six month period; from April 2021 to September 2021.

Microsoft is investing heavily in making in-app changes targeted to consumers like you with this Business Central Accounting System update. Whether you are a new or current ERP user this update will certainly make your life better.

Business Central Payroll

Business central 2021 Features

Business central integration
  •     Better Integration with Microsoft 365

 

Building on the previous product update’s integration of the Business Central in Microsoft teams’ collaboration platform with Business Central, 2021 Release Wave 1 further combines the ERP program with other Microsoft 365 suite applications, putting together the best collaboration tools for business process management.

With this update, you’ll be able to use the Microsoft Teams search box or message compose area to easily look up company contacts stored in Business Central. You can also share your contacts with your colleagues in Teams conversations, view contact information directly in Teams, and start a call with colleagues directly from the collaboration platform. Using the newly released Microsoft Universal Print technology, the update will allow cloud printing through Business Central. When linked to the Internet and authenticated to Azure Active Directory, you can print from anywhere (Azure AD).

·     Enhancement to Modern Clients

 

Microsoft Business Central helps end-users like you access and use it from various devices from a wide spectrum of customers, allowing you to be more productive whether you’re at work, at home, or on the go.

This means that Microsoft must ensure that Business Central’s user interface is both intuitive and efficient when required to appeal to users with various business positions, proficiency levels, and local and usability requirements.

Microsoft has included client improvements in the 2021 Release Wave 1 update to improve functionality, usability, and printing based on user feedback gleaned from community channels and studies.

remote work d365

Optimizing the Onboarding Experience

 

Wave 1 of the 2021 Update adds functionality to help the end-users get up and running with Business Central even quicker than before.

These include streamlined new in-app contextual visual aids to help you learn how to use the ERP platform, as well as “getting started checklists” that help customers like you to complete the last-mile setup of Business Central without needing the assistance of your Microsoft partner.

The initial company setup wizard has been streamlined, and a new wizard that guides you through all of the steps required to get started with Power BI in Business Central has also been added.

Microsoft Dynamics 365 On-boarding Interface
DFMS SERVICES

Improvements to Administration Features

 

Business central features 2021 Release Wave 1 will also include a series of features to make it easier and more efficient for Microsoft’s partners (including AFON) to administer to end users like you and administrators to handle licensing and permissions.

If your organization has a large database, you can control manage it when you export. BACPAC format often results in a timeout. Since Microsoft Azure allocates insufficient resources for such an operation, the update will provide a more effective database export solution.

 

Bottom Line

 

If you are looking for more updates in the Microsoft business central accounting and need to learn more about the business central wave 2 features. We at DFSM can assure you of full-time assistance on it. We can also help you in estimating the business central cost for accounting. Reach out today to get started. 

Dynamics 365 Finance & Operations

Unboxing: Dynamics 365 BC 2020 Wave 2 for admins

Since updates are a necessary part of progressing digital life, Microsoft is always updating new features for your business. Today we’re going to talk about the Dynamics 365 Business Central 2020 Wave 2 for admins. It is designed specificly to simplify business processes for administrators. There are some of the new features that are making it even easier for the admins to get through their day-to-day operations smoothly.

Business Central e-commerce

Features of the New Dynamics 365 Business Central

Business central wave 2

If you are a global admin, you have an important job. You are have the power to change users, managing subscriptions and assign or remove licenses in Microsoft 365 admin center. With the new updates, there are added functionalities for you. Here are some brief details of the new features.

Are you ready to discover?

·     Improved overview and management of file capacity and available database

 

The storage capacity has improved in the new wave of updates and now admins can go beyond the limit of 80 GB database capacity. The basic purpose of this update is is to avoid copies of the settings once the paid storage limits exceed.

·     Schedule data update of application features – enabled through Feature Management

 

The new update in feature management helps admins to avoid any disruptions to their daily tasks. With this feature you can easily enable updates for each company, train users and implement it once they are ready for new experiences.

·     Notify users of changes at the high-risk in selected fields

 

Users can now define the list of fields that contain high-risk and critical data and set up notifications for them. 

·     Retention Policy

 

Now you can define the retention policies and keep a check on how often you want Business Central to get rid of outdated details, data, and records.

·     Business Central with Teams

 

The main goal of using Teams and Business Central together is to streamline internal communications. Additionally, it empowers users to share data without any reluctance regarding security while ensuring that communication is done right. Users can make quick decisions, enhance business visibility, optimize the supply chain, and boost your sales too.

·     Business Central with Power BI

 

Power BI has the chance to rule here because it retrieves the data from Business central and show you all the reports and visualizations through a single dashboard. You can view data, check and create reports, and publish apps through it making it easy for both users and customers to access the data anytime.

·     Enhanced email capabilities

 

The update includes added support for multiple accounts, distribution groups, and improved attachment management. Moreover, it will offer support for the workflows too. Eventually, it will be easy for admins to communicate with the world outside the organizations.

Bottom Line

 

While some of the features are already released, the rest of them are still to be delivered. This update is very exciting for business owners and admins a like. If you are overwhelmed by all the new updates, DFSM has an amazing team to rescue you from the confusion by smoothly guiding you through the implementation or integration of Business Central. Feel free to contact us anytime!!



Integrating your E-commerce business with ERP

Integrating the standard modules of the business is essential for enterprises, and the real-time example of it is Business Central. The insightful touch to all the essential data is easy with it, and it automates many operations. Integrating e-commerce business with the ERP can also solve a lot of problems you might be facing right now. Also, the importance of improving business intelligence is not deniable in these modern technological times.

Now, the time for you is to think about the right integration solution, but before you get it, you must understand the process and its importance for your business. we at DFSM are always there to guide and offer consultancy for it. Let’s see why you need the integration of ERP and E-commerce and how we can help you with it.

 

Business Central e-commerce

Why integrating your E-commerce business with ERP?

 You might be thinking about what else you are doing for running a business. So, this is one to increase revenue. By integrating the E-commerce business with ERP, you can optimize the costs of operations.

  • Data consistency through the channels will ensure an amazing customer experience.
  • Save the cost of the resources by automating the data entry process.
  • Provide 24/7 support to your customers.
  • Reduce the chances of facing any human errors in typing and entering data.
  • Maintain the data, prices, customer information discounts, and online orders through the ERP system.

The investment is worth a lot more than just the above benefits. So, if you are still in your head, try to change the mind by considering the fact of easing the daily routine tasks of your business.

What Data to Integrate:

 

Most of the time, you will find all the essential data already in ERP. However, the following data is integrated into many solutions.

·         Product information

 

It includes all the keys of product information from ID, description, group, and unit of measures, price, quantity, variances, and everything related to the product. However, the updates, variances of items and defining the group or categories can be challenging. Also, some of the information like SEO tags and images might not be stored in the ERP system. Therefore, some companies use systems like the Product information Management system (PIM) to maintain the specific information within the ERP.

·         Price and Inventory information 

 

Some companies have their pricing levels, and they are essential for their business. With the ERP system, real-time logic is used to integrate the prices with original prices considering the live changes of it in inventory and vendor prices.

·         Customer Information 

 

It holds up the master data of customer information, and this information is integrated from the ERP system. And to make it the best user experience, customers will not need to add the information again. It can be extracted from the ERP system. Additionally, for the B2C businesses, the visitor can create their customer profile, and data will be sent to ERP for bookkeeping and other purposes.

Also, if you are the company having customer-specific prices and discounts, they have more benefits from the integration of eCommerce and ERP systems.

·         Order Information 

 

Once the customer finalizes the purchase, the data is captured in ERP for further operations like invoices, shipping and books. If the stock was not according to purpose, the same order could be changed, and it is all integrated into the eCommerce. Furthermore, the customer is notified through the provided communication channel.

·         Customer history 

 

Some companies also offer a self-service customer portal, and the integration can help in offering these services smoothly. The data for offering such services on repeat is taken from the ERP system. And it is there through the live or batch integrations. So, customer’s history can be tracked down easily and also you will be offering more efficient services to your routine customers.

How we can help with an integration:

 

Now, you know the benefits and everything that is provided with the integration of eCommerce and ERP. We understand the complexities of the eCommerce business and experts on our team are willing to provide amazing integration services. You can call now and get the consultancy team to start working on your customized solution for E-commerce + Business Central or E-commerce + Dynamics 365 FO integration

Now, it is your call for the final decisions. If you want to streamline the major operational processes of your Ecommerce business, you are going to need the integration of it. Moreover, the benefits apart from the increasing revenue are exciting in every way. The times are changing, and automation is an integral part of it. So, to be the survivors of the market, you need to upgrade your business ways in a better way.

ERP and ecommerce

AI in Dynamics 365 finance and project operations

AI is one of the new business solution for every industry. Nowadays, when we talk about the core processes and operations of the company, it is usually about finance. Businesses in Australia or any other place are already familiar with the features of Dynamics 365. It has been providing the best solutions for years. Companies extract their data and analysis to develop better strategies for the future. Considering the ease,

Now, Microsoft is bringing more ease to your business by offering AI in Dynamics 365 through Finance insight, customer insight, and sale insight. Customer relationship management is getting enhancement to reshape your business in terms of automation.  

 

How the three new AI features will work?

·  Finance Insights

We understand the dynamics of business and the repetitive cycle of projects can be tiring at times. However, if you will have the Dynamics 365 finance insights and Dynamics 365 Project operations. You can always automate the repetitive processes of project development. It adds up the deep analysis to view the right picture of the financial health of your business. The data is collected from a general ledger and sub-ledgers.

· Customer Insights

Moreover, the customer is the most essential entity of the company. You can only offer them the best if you understand their needs. So, for understanding the requirements, you can have customer insight. It will include all the data analysis from the customer profiles. The feature with bringing connectors to enable you for having deeper insights on customer preferences with Azure Synapse Analytics.

·  Sales Insight

Besides, you will also have Dynamics Sales insight and Dynamics 365 sales. To get accurate predictions about the impact of each sale. So, you can prepare for it beforehand. It also includes the engagement centre that offers AI-imbued tools. These tools are solely for prediction and then taking action according to the accurate data.

Automatic tasks scheduler in Business Central

The work from home culture is increasing by time. As far as the world of business can see, the culture is going to stay longer even after a pandemic is over. So, automation in the business is going to be an essential need. For example, working from home or anywhere in the world can be unplanned and the person may end up messing up with any of them. Therefore, to get things done on time, you can automate a few of them. It is easy as the task will get completed automatically when certain conditions are met. So, here comes the task scheduler tool in business central.

 

For example, you need to run a script every night or send a notification when any specific event occurs. The tool will help you in completing these tasks automatically.

Business Central e-commerce

How the Task Scheduler Works?

The task in the task scheduler is a codeunit that is scheduled to run a specific date and time. In Al code, you manage the tasks by using its methods available for DATATYPE.

  • Set up the codeunits, one is the main unit that contains logic and another is failure codeunit to handle tasks in case of first one fails.
  • Then, you will call a CREATE TASK method to schedule to run these code units.
  •  

The flow of the Task Scheduler

 

  • First, the task is recorded in a table.
  • Second, the task is in a run state. Also, a new background session is started and the task codeunit is run.
  • If tasks fail, the failure codeunit runs and if failure codeunit also fails to manage error. Then, retry flow is initiated.

Now, the time is to apply this working in a real-time scenario. So, you may want to set job queues for the scheduled task.

Use Job Queues to schedule task

 

It enables the user to schedule and runs specific code units or reports. So, you can also set these jobs to run for one time or on repeat. You can schedule a sales report every week or email for the customers regarding their orders. a job queue can have multiple jobs to run. You can also add the parameters to control specific tasks and manage runs.

Conclusion

 

Finally, you know that your business is running smoothly with the business central tool task scheduler after adding jobs. Set up the job queries, add new entries anytime, view status and manage your sales. Therefore, the overall benefit of the tool is to organize your sales from reporting to the emails, etc. For more details, you can check Microsoft documents or the DFSM team is here for the consultation too.

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