What is Microsoft Dynamics 365 Copilot the next-generation AI

On March 16th, 2023, Microsoft made an announcement that they are working on their own high-functioning chatbot, called Microsoft Dynamics 365 Copilot, to compete with other similar chatbots like OpenAI’s ChatGPT.

Microsoft Dynamics 365 Copilot is the latest addition to Microsoft’s suite of business applications that leverages Artificial Intelligence (AI) to simplify and enhance workplace operations. Its conversational interface is designed to transform the way people work, streamlining workflows and improving decision-making.

With its advanced AI-powered technology, Microsoft Dynamics 365 Copilot acts as a virtual assistant. It provides users with personalized insights and recommendations to increase productivity, collaboration, and engagement. In this article below, we will delve into the features and benefits of Microsoft Dynamics 365 Copilot. And how it has the potential to revolutionize the way businesses operate.

Microsoft logo png
copilot

What is Microsoft 365 Copilot?

Copilot is an innovative productivity tool that harnesses the power of large language models (LLMs) combined with your Microsoft Graph data. It integrates your calendar, emails, chats, documents, meetings, and more, along with Microsoft 365 apps, to provide an all-encompassing solution. Copilot transforms your words into a powerful tool while ensuring data security and privacy in the enterprise.

Designed to seamlessly integrate with Microsoft 365 programs like Word, Excel, PowerPoint, Outlook, and Microsoft Teams, Copilot is a cutting-edge AI digital assistant developed with ChatGPT version 4 and Microsoft Graphs. By utilizing everyday language to interact with the system, Microsoft 365 Copilot streamlines and simplifies your workflow, resulting in increased efficiency and productivity. With Copilot, you can accomplish more in less time and focus on what matters most.

Is Microsoft Copilot Available Now?

To put it simply, Microsoft 365 Copilot is not yet available to the general public. At present, only a limited number of clients have access to the application. However, Microsoft has plans to release the full application in the coming months, with an expected release date sometime this summer.

Currently, Copilot is being developed and tested by a select group of users. As development progresses, the application will be rolled out to a wider audience in the near future.

copilot

How do I use Office 365 Copilot?

 Microsoft 365 Copilot is not just an improved way of performing tasks – it represents a brand-new method of operation. So, how can you use Microsoft 365 Copilot? 

Copilot collaborates with Microsoft 365 users in two ways:

copilot ms

With Copilot, you always remain in control. You can decide what stays, what gets changed, and what goes. This newfound control allows you to be more adventurous in Word, analytical in Excel, artistic in PowerPoint, professional in Outlook, and collaborative in Teams.

How do I activate Microsoft Copilot?

Microsoft Copilot is right now only accessible to 20 users. However, if you want to activate it in office 365, you must choose the app. 

Office 365

Word

POWERPOINT_

Power Point

Office 365

Excel

Outlook for Office 365

Outlook

Teams

Power Platform

our-blog

Business Chat

All applications have different ways to enable Microsoft Copilot. You can refer to the Microsoft documents to see the activation process for each in detail.

Microsoft 365 Copilot Features

The new Copilot is an innovative workflow tool powered by artificial intelligence, and it will be integrated into Microsoft’s suite of applications. With Copilot, you can automate numerous tasks and reduce repetitive tasks – making use of your business’s documents and data in clever ways.

Below are a few examples of what you can achieve with the new Copilot:

Bottom Line

To sum up, Microsoft Dynamics 365 Copilot is a cutting-edge AI-powered workflow tool. It aims to optimize and improve business processes. By automating routine tasks, enhancing data accuracy, boosting user productivity and engagement, and delivering a quicker time-to-value and return on investment.

Copilot has the potential to revolutionize how businesses operate. Its integration with Microsoft’s suite of applications offers a robust solution to help users achieve their objectives with greater efficiency and effectiveness. As companies adapt to the evolving landscape, Copilot presents an invaluable tool for maintaining competitiveness and achieving success in both operational and customer segments.

AI (artificial intelligence) concept.

Microsoft Power Automate introduce new features for Dynamics 365 CRM users

As per the recent announcements and releases, Microsoft Dynamics 365 CRM is now incorporating some new changes. Microsoft Teams will be more deeply integrated with Dynamics 365 Customer Service.

Teams chat will be integrated into Dynamics 365, allowing customer records of sales and service cases to be shared in Teams outside of their department or with supervisors and peers.

Contact centre agents will be able to collaborate with coworkers by sharing AI-generated conversation summaries to solve customer issues faster. All in all, power bi platforms are getting some changes too.

What are the New Features of Power Automate?

power-plaform-implementationAs the power platform is an amazing tool as a data source, it gives collective power to Power Apps, Power BI, Power Automate, and Power Virtual Agents – making it a powerful business application platform. 

As for the changes in power automation or new features:

But, what is Microsoft dynamics 365 CRM, and why should you get the recent updates about its module named power automate? Let’s dig into the article and determine its uses for your business.

What is Dynamics 365 CRM?

Office 365Dynamics 365 CRM is a vast array of services that enables all-in-one solutions, so you don’t have to select from countless options. There are nine key apps in Dynamics 365, some of which include CRM and ERP. Previously known as Dynamics CRM has now been split into four apps; Dynamics 365 for Sales, D365 for Customer Service, Dynamics 365 for Field Service, and D365 for Project Service Automation.

From marketing to supply chain managers and developers creating custom Apis, this platform gives all solutions for businesses. 

As you continue with the one-platform solution, you get to create your new custom solutions as per the business needs.

How to Create a Solution in Dynamics CRM 365

You might want to fill in the information in fields that aren’t required after you save the solution. However, these steps are optional. Choose an HTML web page to serve as the solution’s Configuration Page and describe it using the Description box. ISVs who distribute solutions generally use the configuration page. When you select it, a new Configuration node that displays this web resource appears below the Information node. Developers will offer instructions or controls on this page to let you run their solution or set configuration data.

How to Make the Best Use of Power Automate with New Features?

Utilizing workflows, Power Automate, formerly known as Microsoft Flow, aids in streamlining repetitive activities.

The following tips will help you make the most of Power Automate.

Numerous operations can be carried out by connecting various systems with Power Automate Flow. With a win or lose, you get to make a clear decision about winning or losing the opportunity. Once you perform the action, you can also open win-or-lose opportunities in the future for customer analysis.

According to Microsoft documentation, Power Automate can only handle messages up to 100MB in size. If we do not specify any filter criteria when attempting to read data from a table using the Dataverse connector’s List Rows action, the action will read all the rows and the data from all the columns in each row, failing with the message “Cannot write more bytes to the buffer than the configured maximum buffer size: 104857600.

Process advisor quickly gathers detailed steps for each process in your business so you can quickly pinpoint areas where workflows could be improved. It establishes which activities are most popular, which tasks take the longest, and where the bottlenecks are.

This time of era is all about instant solutions. Developers can create mobile apps using Microsoft Dynamics CRM, and one method is Canvas Apps. Canvas is a no-code/low-code tool that lets you design business apps using drag-and-drop pieces. So, Canvas Apps’ capabilities expand when paired with Power Automate, an automating technology.

Bottom line

As for sorting your business operations and staying connected to recent updates on Dynamics 365 CRM, DFSM is all ears to hear you out. We can get you through the integration process with all the add-ons you need to change your business. So, reach us and let us help you in figuring out which CRM solution suits your business.

customer support

New Experimental PDF function in PowerApp

PDFWhether you want to link your data to Dataverse, SharePoint, or one of the other 300+ connectors, Microsoft Power Apps are an excellent way to do so. The same developers must, however, take into account situations where users need to view, print, and share PDFs. Now you may be wondering; can PowerApps create a pdf? Yes, it can. 

Users can now transfer screen content in a variety of settings with the new experimental PDF function in PowerApp. PDFs can be set up to display the entire contents of the screen or just a portion of it, and they can expand to display tabular data that spans more than one page. You may now create a PDF of a screen’s contents using Power Automate to send via email or store in a Power Automate flow.

However, there is still a lot to know before you get the answer to; what are the functions in PowerApps. Let’s see what you need to understand before using the function. 

The PDF function syntax

The PDF function syntax includes Screen or control name, Size, DPI, Margin, Orientation, and ExpandContainers.

This screen control has the content that will be used to create the PDF. Vertical Gallery, Vertical Layout Container, Horizontal Layout Container, and Screen have supported controls.

Controls the size of the PDF that is produced. Depending on the user’s location, Letter or A4 is the default setting for the US, Canada, and other locales.

Controls the resulting PDF’s scale and resolution. The value must be bigger than 0. A higher effective DPI may result from the content that fills more space than is permitted by the designated margins. 96 is the default value.

A string describing how much room should be left between the created PDF’s content and the outside edge. The resulting PDF’s top, right, bottom, and left margins can each support a distinct value. The following units of measurement are supported for this value: in, cm, mm, pt, and px. For all margins, the default setting is 0.5 inches (12.7 mm).

Determines whether the output PDF is landscape (horizontal) or portrait (vertical). The standard setting is portrait (vertical).

Controls whether specific containers containing content larger than the space allotted for them will expand to show the entire generated PDF. PowerApps screens, horizontal and vertical containers, vertical fixed-height galleries (not stacked), forms, and scrollable canvas controls are among the affected controls. False is the default setting.

Work with the generated PDF

To find your way around the PDF viewer, you have many methods to follow.

However, one of the most used methods is below:

How do I use pdf viewer in Power App?

1- Select the button you made in the preceding stages in the canvas app you created, or add a new button.

2- Enter the following formula in the button’s OnSelect property: Set(myPDF, PDF(SubmitInspectionScreen)); 

PDF Viewer in PowerApp

3- Choose Insert > PDF viewer from the command bar (experimental).

4- Select the Document property from the list of properties, then type myPDF into the formula bar.

myPDF

5- Select Save and publish in the upper-right corner.

6- Try out the app.

7- Choose the additional button. When the button clicks, a PDF is created, saved in the variable, and shown in the PDF viewer control.

How do I print a pdf from PowerApps?

Any screen can be chosen and fit onto a page to be sent to a printer for printing or to be saved as a PDF file using the print feature.

PDF Feature

How to enable the PDF function?

You only need to locate the PDF function feature in the Experimental tab and turn it on to activate this new experimental functionality.

  1. Open a new Power app or change an existing one to enable the PDF feature.
  2. Select Settings from the command bar.
  3. Choose Future features.
  4. Set the toggle for the PDF feature to On under the Experimental tab.

Bottom Line

So, here is everything you need to know about creating pdf documents. If you are new to this experimental feature, you can always count on the brief guide by DFSM. On the other hand, Microsoft has also shared its detailed documentation that is always available online.

customer support

Top more 5 reasons to consider Microsoft PowerApps

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

What is Microsoft Power Apps?

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

Power bi

Why do you need PowerApps in business?

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

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

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

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

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

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

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

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

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

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

Get In Touch

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

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

customer support

The 7 Most Demanding Functions of an ERP System

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

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

Why do you need ERP?

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

erp-implementation

The Top Seven ERP solutions on the market are:

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

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

7 Core functions of an ERP Systems

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Bottom Line 

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

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

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

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 DFSM

Strategic Planning With Power BI And Data Write Back

Data analysis is the most significant part for businesses right now. Having interactive data visualizations, business executives can identify future decision trigger points and prepare for actions accordingly for competitive advantage.

Additionally, to help with the strategic planning, you can use the write-back functionality too. It works like storage and allows users to cascade new high-level predictions and scenarios. Users can gain insights smoothly by utilizing existing business patterns, seasonality, or breakdowns by goods, business units, cost centers, and departments.

Can Power BI write back?

Write-back allows changes in the analytical system to reflect in the database in real-time. The good news for Power bi users is that they can use it to write back data in their current databases. Power BI allows you the option to write back comments to existing tables in the database. You will need Power Apps or a third-party integration service to write back data from your Power BI instance to a central data model or visual storage.

Writeback is a crucial concept for analyzing and forecasting data. It allows the end-user to easily update the database without getting out of the analytical system. In some cases, you can perform Power BI write-back with Power Apps.

Power bi 2020

Data write-back use cases

The data in the cache is known as fresh when a data location is updated in write-back mode, whereas the matching data in the main memory, which no longer matches the data in the cache, is referred to as stale. The cache controller changes the data in the main memory before the application program accesses it if a request for stale data in the main memory comes from another application program.

Writing data into cache alone takes less time than writing the same data into both cache and main memory, so writing back improves system speed.

The top-line business unit numbers can be changed, and the data write-back functionality automatically splits back the data across all cascading departments, products, and accounts depending on historical trends. Power BI can visualize variations in top-down settings to support essential choices.

The capacity to generate new forecast versions using a combination of actuals, YTD and prior predictions is one of the main advantages of data write-back in Power BI visualizations. This is accomplished by transferring business trends from the actual and planned month’s fusion. The write-back data function is then utilized to keep the business patterns consistent while incorporating fresh information, new chances, or adjustments to expense plans.

What-if analysis analyzes shifting business aspects by geographic regions, such as new product releases. While modeling decision scenarios for expanding new goods, brands, and branches when executing market entry decisions, data write-back can play a crucial part in Power BI visualization. Break scenario planning enhances product viability analyses such as cost volume profit and break-even analysis.

What is the most suitable way to implement write-back in Microsoft Power BI?

Navigate to the Power Bi strategic planning. Here you can see the visuals of all the data analytics on revenue, brand scenario, and according to the different regions. 

What is the best way to implement write-back in Microsoft Power BI?

First, create a new product by clicking on Add brand. Give it a name.

Add brand

Provide detailed information about the data and data sources of the brand you are creating. Enter the cost and other details according to the region and then “Update.”

Update

Once you have updated the information about the project, create a New scenario by clicking on Add scenario. It is to help us analyze the product launch. Now, run the scenario. 

New scenario

Now, update the brand modeling for a test run. Here, you can change the values according to your brand, and its planning and background work. 

update the brand modeling

Now, go back to Power Bi and look for the final data visuals after changing the brands’ modeling and sales values. 

Check what charts are predicting for your new product. 

New Product

Now, you can compare the graph you had at the beginning and the one you have now with the updated data. 

Strategic Planning With Power BI and Data Write Back

Get in touch

If you are looking to add the power bi data write-back functionality and improve your predictions, DFSM can help you implement power BI for it. Otherwise, you can also avail the consultancy facility for the smooth implementation of native power apps and power platform. 

dfsm team

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.

Conclusion

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.

microsoft-dynamics-365-logo
successfull

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.

Microsoft-Dynamics-365-Business-Central-in-UAE-and-Dubai
Supply-Chain-Management

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

Capabilities

Dynamics 365 BC

Dynamics 365 Finance & Supply Chain

Company Size

Small businesses to Midsize companies

Midsize to large enterprises

User Range

5-250

20+ 

Price

  • 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.

Multi-company

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

On-Premise

Hosted

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

Client Deployment options

Browser

iOS

Android

Windows

ClickOnce

Browser

iOS

Android

implementations

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.

Features

  • 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.

Wrap-up

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-Power-Platform

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

Talk with an Expert Today

You consent to the processing of your
personal data by clicking on the button.
Terms of use.

Talk with an Expert Today

You consent to the processing of your
personal data by clicking on the button.
Terms of use.

Download Template

You consent to the processing of your
personal data by clicking on the button.
Terms of use.

Download Template

You consent to the processing of your
personal data by clicking on the button.
Terms of use.

Download Template

You consent to the processing of your
personal data by clicking on the button.
Terms of use.

Download Template

You consent to the processing of your
personal data by clicking on the button.
Terms of use.

Download Template

You consent to the processing of your
personal data by clicking on the button.
Terms of use.

Download Template

You consent to the processing of your
personal data by clicking on the button.
Terms of use.

Download Template

You consent to the processing of your
personal data by clicking on the button.
Terms of use.

Download Template

You consent to the processing of your
personal data by clicking on the button.
Terms of use.

Download Template

You consent to the processing of your
personal data by clicking on the button.
Terms of use.