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

How to Optimise your supply chain with dynamics 365

When we talk about Supply chains, we think of every operation related to the logistics, inventory, production, transportation, and warehouse management systems. Today’s consumer demands same-day delivery, personalization, and disruption-free process.

To run all of these operations smoothly, you need great working software. This is when Dynamics 365 comes in. In short, it offers you one platform solution for all the operations.

Dynamics 365 - One platform Solution for SC optimization

Dynamics 365 connects manufacturers, suppliers, distributors, retailers, and customers across your organization. ERP improves supply chain management by simplifying departmental communication and reducing data silos and delays.

With the support of IoT (Internet of Things), real-time data updates minimize communication bottlenecks and keep all relevant stakeholders informed about shipments, inventory levels and locations, operational efficiency, and consumer data.

Supply Chain management

Prioritize Planning with Dynamics 365 

When many orders for the same item arrive simultaneously, there isn’t enough stock on hand to meet all demand. This is one of the issues manufacturers confront when it comes to supply planning.

In what sequence should distribution center or retail orders be filled? Which is the most critical, and how should manufacturers prioritize it? This is where Dynamics 365’s priority-based planning comes in handy.

It can be used to set up optimal replenishment based on priority rather than just date by prioritizing replenishment orders to guarantee that urgent demand is met before less important demand.

Overall cash flow improves.

The planning optimization feature also offers you the ability to identify the behavior and demands of supply among customers and employees. Once it has noticeable data on changes and demands, it can make planning easy on the employee and customer part.


Steps to Optimize your supply chain with Dynamics 365

Supply chain optimization includes elements such as demand, planning, and monitoring. Using an inventory management module enriched by Big Data and Analytics in Microsoft Dynamics 365 Supply Chain, you can build strategies for more control. Further, it will help you with higher revenues and improved fulfillment agility, contributing to improved customer experiences through shorter delivery times.

To get on board with it, you can follow the simple steps below:

With your top-performing items identified, you can now focus on your suppliers. You can immediately assess how well your suppliers perform with accurate supplier data, ensuring that you work with trustworthy vendors.

You can rapidly evaluate your inventory levels and guarantee you can satisfy demand with all of this accurate information at your fingertips.

Companies require high-forecasting skills since supply and demand are unpredictable. Dynamics 365 comes into play here, automatically generating predictions based on historical sales or demand data.

Occasionally, intermittent demand and one-time sales spikes will all be detected by a forecasting feature. This allows you to compare your projections to actual sales forecasts on a frequent basis and make adjustments as needed.

Your goal is to improve the precision of your forecasts.

Automation through Dynamics 365 takes the guesswork out of what to order. Just think back to how difficult and time-consuming it is to work through spreadsheets of data manually to figure out what stock to order and when.

This ERP solution saves the day. Working with a solution that automatically generates balanced and optimized orders for every item, calculating the right amount of safety stock and built on data-driven inventory policies, ensure the orders placed fall in line with your target fill rates.

Microsoft Dynamics 365 (1)

Bottom Line

DFSM offers you an easy implementation to ensure you have streamlined Dynamics 365. All you need is proper planning and an expert to help you get through it. Rest is all on Dynamics 365, as it has all the features you need to optimize your supply chain completely.

customer support

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

Modernising your business APP with Microsoft Azure

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

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

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

Four strategies for azure app modernisation

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

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

Best used for:

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

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

Best Used for: 

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

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

Best Used for:

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

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

Best Used For: 

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

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

Final Words

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

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

dfsm team

Dynamics 365 Quickbooks Integration

An organization’s sales and accounting departments are mutually dependent. For transparent transactions, both require some info from the other. However, because both divisions use distinct programs, syncing Sales and Accounting can be difficult for management.

Confidential data must be controlled at all times, and every step and transaction must be monitored to assure data integrity. It has an exorbitant expense of managing two systems separately, and a significant portion of the manpower is squandered.

Because of its intuitive functional architecture, many firms utilize Dynamics 365 CRM to manage their sales. However, Sales isn’t Dynamics 365’s only feature; it may be coupled with other systems to execute tasks that go beyond its designated touchpoints. Integrating Dynamics 365 with Accounting Systems is an excellent way to get the best of both worlds.


Does Dynamics 365 integration with QuickBooks?

Intuit QuickBooks is a popular accounting system that works well with Dynamics 365 CRM, and combining the two can be a game-changer. It may be used to embed accounting data within Dynamics 365 CRM, allowing the Sales and Accounting teams to work together seamlessly.

Does QuickBooks have CRM capabilities?

Not really. Intuit’s QuickBooks is an accounting solution that is especially popular with small and medium businesses. It becomes vital to develop a Customer Relationship Management (CRM) system as a firm grows.

These businesses may at first try to use QuickBooks as a CRM (not a good idea!), but they will eventually opt for a CRM that is specifically designed for QuickBooks Online. This is when QuickBooks integration with business central can improve its abilities a lot.

Microsoft erp and crm

Integrate QuickBooks

QuickBooks and Dynamics 365 are a great match and can be unbeatable when used together. These solutions may be used to integrate accounting data with CRM, allowing for seamless communication between sales and accounting staff. Sales management is one of the features of Dynamics 365 CRM, but it’s not the only one. Its integration with other systems, such as QuickBooks, allows it to go beyond its initial purpose in terms of performance. It has been demonstrated that moving to an interface that integrates Microsoft 365 and QuickBooks into one is a lifesaver for business efficiency.

Purpose of Integration
Integrate QuickBooks with Dynamics 365/CRM to:

QuickBooks to ERP


The Quickbooks and CRM integration process entirely depends on your needs. However, you can look into how to integrate QuickBooks API on your own by using the API.

Just be cautious!

And be aware that this will necessitate a thorough examination of the QuickBooks API documentation. The QuickBooks Online API documentation on the Intuit Developer site (link at bottom) is actually fairly well organized, but it doesn’t make the work any easier.

You’ll need an Intuit Developer account to get started. Then, in order to generate your development keys, you must first construct your app. Finally, you can go to the OAuth 2.0 authentication, which is always a pain, and then to the required API requests.


Get in touch

The process for integrating QuickBooks is completely different for every organization. So, if you are looking for professional assistance on this matter, we at DFSM have a great deal for you.

Be it Microsoft power automate QuickBooks implementation or simple integration, we analyze your business before getting into the real process. Then offer a most suitable solution of integration. You can also reach to us for Microsoft products, including Microsoft Dynamics 365 and Microsoft office 365 related queries. Reach now for more!

dfsm team

How to protect your Data with Dynamics 365 from ransomware

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

dynamics 365 portal app

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

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

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

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

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

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

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

Ransomware Recovery

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

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

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

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

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

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

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

Microsoft Dynamics 365 (1)

Get in Touch

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

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

Microsoft Dynamics 365 Experts

7 BI Trends for 2022 and beyond

Spreadsheets finally took the back seat and we all are happy to have cloud services for our business operations and processes. Business intelligence is a concept famous for decades now. The introduction of self-service analytics contributed to the democratization of the data product chain. And analysts were no longer the only ones who could use advanced analytics.

However, the Power BI environment is changing, and the game of business intelligence’s future is being played, with new trends to watch.


Indeed, the digital exodus of 2020 and 2021 is here to stay. For operational efficiency and data-related services, many businesses have already turned to cloud computing. Rest it got another push due to the global pandemic. Businesses started to rely on cloud-based Software-as-a-Service (SaaS) is for more scalable data analytics capabilities.

Back in 2020-21, cloud computing exploded as a large number of businesses and their workforces went virtual, and organizations all over the world shifted their focus to digital facilities. Cloud Business Process as a Service (BPaaS) is expected to be valued at $53.1 billion by 2022, according to Gartner. According to IDC, cloud adoption and related opportunities will expand to a $1 trillion market by 2024.

Self-service Business Intelligence (BI) solutions have evolved from modern data analytics services, which are the ideal merger of technological and human intelligence. Organizations will be able to obtain useful data from strong BI platforms using these solutions.

By generating real-time information, they direct where to look and which areas to address first.

Self-service BI technologies have become even more significant in cutting operating expenses as Data & Analytics have become more automated in recent years.

This style of fact-based decision-making is a smart business strategy, as it simplifies data interpretation for both technical and non-technical personnel.

Using augmented analytics, which is powered by Artificial Intelligence (AI) and Machine Learning, non-technical users may quickly design advanced data analytics models and acquire insights (ML). It makes data collecting, data cleaning, and insight development easier for businesses, allowing them to deal with the complexity and scale of data.

It allows users to extract value from data, ask relevant questions, and develop insights in a conversational and intelligible manner, making data analytics more accessible to a wider audience. Contextual suggestions for relevant findings are also provided by the improved analytics system.

It is true that BI platforms are becoming more data agnostic and growing their stable of business app connections as more businesses employ business applications. Ultimately, it benefits the data integrators.

Businesses can get to insights faster with native app connections and developments in prebuilt, domain-specific data models, rather than having to build reports and dashboards. These models are also best to respond to specific business requirements.

With auto modeling and mixing capabilities, analyzing complicated datasets is becoming easier and faster. This paves the door for 360-degree business insights through real-time, cross-functional analytics.

Organizations have been gathering vast volumes of data and seeking to make better decisions using that data. AI/ML-driven decision support systems are supplementing traditional dashboards and BI platforms, bringing decision intelligence into the organization. It enables more empathy in data analytics, ensuring that managers make informed decisions.

As machine-generated decisions can be processed at speeds that humans just cannot match, decision intelligence has the potential to improve evaluations not only qualitatively but quantitatively by 2022.

Many businesses have long wished for analytics, and it remains a top priority. Users want data to be accessible at all times, on any device including the alerts. It boosts business activity monitoring, but in an intelligent way.

Although alerting is not a novel function in analysis and business intelligence, its use has recently evolved dramatically. Notifications have traditionally tried to save time by ensuring that users’ attention is properly focused on the task at hand.

The earlier approach requires a precise definition of what is relevant, and as a result, it has failed to deliver on its promises. Alerts have recently been improved by shifting away from predetermined relevance and toward machine-generated recommendations based on usage patterns.

Businesses may now add value to their own apps thanks to embedded dashboards. The embedded analytics market is expected to reach $77.52 billion by 2026, according to Allied Market Research.

Embedded analytics is becoming increasingly common in business operations, whether it’s used to compile a sales report or to provide clients with multiple dashboards, and in 2022, we’ll see even more organizations implement it. Departments and business owners want professional data presentation solutions that don’t need them to write their own software.

Bottom line

In the year 2022 and beyond, these are some of the most prominent business intelligence trends. While we cannot predict with confidence where BI and its connected ecosystem will go, we can be positive that each of the aforementioned developments will play a role in one way or another.

The number of applications for machine learning algorithms is growing by the day, which only adds to our excitement about the possibilities in the field of business intelligence. It is prudent for a company to use business intelligence technologies like Power BI desktop that can make a significant impact on its bottom line in order to stay competitive.

So, if you are looking more on power bi update 2022 or Microsoft products and services, DFSM is happy to help.


Dynamics 365 & Power Platform 2022 Release Highlights

Microsoft’s recent announcement on the Power Platform’s new advancement has brought various updates focusing on team-based collaboration, customer experience, mobile capabilities, people management, and financial transaction ease.

From April until September, the first wave of the 2022 release will take place, with regional deployments beginning on April 2. As we all know, these release plans might be a lot to take in all at once. As a result, we’ve compiled a list of important updates from various modules.


Model-driven apps 

Microsoft is planning to replace the legacy advanced find experience with a modern advanced find with a new view management experience in the next Release Wave. This includes the following:

Other than modern fine you will also have other features including:

Dynamics 365 Sales

Sellers can now take advantage of the power of data and intelligence to aid them before, during, and after each encounter. Furthermore, to speed their pipeline, sellers can focus on the most important operations and communicate using Teams from within Dynamics 365. These changes will enable your salespeople to close more deals faster while being as productive as possible.

Powerful new enhancements to Dynamics 365 Sales: The following are some of the most intriguing aspects of our watch:

Dynamics 365 Marketing

By enabling collaborative content creation with Microsoft Teams, Dynamics 365 Marketing continues to invest in collaboration. Marketers can improve authoring efficiency by using content fragments and themes. Marketers can now author content with deep customization utilizing codeless experiences thanks to investments in data and AI.

The major developments include:

Microsoft Dynamics 365 sales & marketing

Dynamics 365 Customer Service

Improved email templates are the most interesting changes to the Customer Service module for the initial version of the 2022 release. As a result of the enhanced feature, you will be able to:

In the new insert template experience, there’s a new template gallery with a variety of views and search options based on title, subject, and content.

Filters can be customized and saved as a new query that users can use to choose templates in the future.

The other developments are:

Economic Impact

Dynamics 365 Field Service

In the latest release of Dynamics 365 Field Service, there are improvements to mobile usability.

Customizable quick action shortcuts from the booking calendar control and asset data displayed within the booking form will be added to the mobile experience.

Power Apps Web Portals

A new option for leveraging Dataverse record search across tables and columns in portals in compliance with security limitations will be included in this Release Wave. This will be the default experience for all new portals, and Microsoft believes that Dataverse search will eventually replace the present search experience, though no specific timeframe has been provided. (It will be available in April.)

Field Service

What’s more?

Relevance search will take the role of the existing portal’s global search capabilities. Among the new capabilities that give knowledge articles, an extra layer of portal access control is additional filter limits and content level access.

Power BI

So, what's new in power bi?

Power BI will fully connect with Outlook and Office Hub in this iteration, which is a unique feature. Customers may now quickly and easily locate and consume data and insights in context thanks to this update. This feature aids in the development of an organizational data culture.

Power BI will fully connect with Outlook and Office Hub in this iteration, which is a unique feature. Customers may now quickly and easily locate and consume data and insights in context thanks to this update. This feature aids in the development of an organizational data culture.

Power BII

Bottom line

In this blog, we’ve highlighted a few of the 2022 Release Plan’s most outstanding and anticipated features, but there are many more. Stay with us and DFSM will keep updating you on the new features or any updates on Microsoft Dynamics 365. If you are looking for a relevant D365 solution or want to know about Microsoft products and services, reach out, and let’s see which solution fits your organization.

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.

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