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Hitachi options Asia Pacific, a number one issuer of Microsoft Dynamics ERP and CRM solutions, will lift portion in discussing the relevance of remodeling a company prerogative into a modernized industry in ultra-modern time.
Singapore (PRWEB) February 11, 2019
Hitachi options Asia Pacific, a number one industry resource planning (ERP) solutions provider, will live conducting an ERP Modernization suffer which discusses the weight of getting an up-to-date and simplified cloud-based device on the Singapore Marriott Tang resort, on the 26th of February 2019.
The suffer will focal point on the alternative ways of enhancing industry tactics through ERP modernization and the passage transferring to Cloud ERP will moreover live of wonderful consume for groups who wish to set up a constant and seamless gadget particularly in modern-day trade landscape where it's essential for them to fulfill and apt the calls for of consumers.
Microsoft Dynamics 365 for Finance and Operations, powered by the Microsoft Cloud, offers a subscription service to an ERP outfit wherein a user will pay on a subscription foundation to Have entry within the system— it may moreover live accessed anyplace via any device it is linked to the information superhighway. The Microsoft Cloud presents a lone utility respond that makes it workable for clients to hold distinctive company methods in sync without being concerned about duplicating statistics.
The Microsoft Cloud is shaped to champion groups extend safety and improve performance which additionally let users Have a platform they could without hardship conform to. With Hitachi solutions Asia Pacific and Microsoft Dynamics 365, companies can digitally seriously change into a enterprise that has up to date outfit and simplified yet unified applications which establishes long-term consumer Have assurance and delight, and moreover extend personnel' productivity driving them to live a cooperative group.
The ERP Modernization adventure will moreover exhibit Hitachi answer's unique Migration Methodology which aims to:
train and envision
Analyze technical hindrances to migration
determine solution well gap with 1-3 instance techniques
show off upgrade benefits
ERP Modernization EventDate: Tuesday, February twenty sixth, 2019Time: 11:00 am to 1:00 pm SGTLocation: Singapore Marriott Tang Plaza inn, 320 Orchard highway, Singapore 238865LEARN extra prerogative here
when you Have any questions concerning the experience, gladden electronic mail info(at)hitachisolutions(dot)com.
About Hitachi solutions Asia Pacific Pte. Ltd.Hitachi options Asia Pacific helps its customers with industry selected options developed on Microsoft Dynamics 365 better with world classification enterprise Analytics, and Portals and Collaboration. recognized as international Microsoft Dynamics Cloud colleague in 2017, Microsoft ERP colleague of 12 months for Philippines in 2015 and 2016, Microsoft Dynamics accomplice of the year in Asia Pacific in 2015, Microsoft CRM international accomplice of the year in 2014, and the 2014 Dynamics global magnificent Reseller of the yr, Hitachi options community offers global capabilities with regional places of work in the u.s., the United Kingdom, Canada, India, Japan, China, and Asia Pacific. For greater counsel, gladden consult with: http://apac.hitachi-options.com/.
About Hitachi solutions, Ltd.Hitachi options, Ltd., headquartered in Tokyo, Japan, is without doubt one of the core IT organizations of Hitachi neighborhood and a identified chief in offering confirmed enterprise and IT innovations and solutions to agencies throughout many industries. The company gives cost-driven functions throughout the IT life cycle from systems planning to programs integration, operation and preservation. Hitachi solutions offers products and capabilities of superior value to clients global via key subsidiaries in the u.s., the UK, Canada, India, China, and Asia Pacific. For extra suggestions on Hitachi solutions, gladden hunt recommendation from: http://www.hitachi-solutions.com.
About Hitachi, Ltd.Hitachi, Ltd. (TSE: 6501), headquartered in Tokyo, Japan, promises innovations that respond society's challenges with their talented group and proven suffer in international markets. The enterprise's consolidated revenues for fiscal 2017 (ended March 31, 2018) totaled 9,368.6 billion yen ($88.three billion). Hitachi is focusing more than ever on the social Innovation company, which includes energy & infrastructure systems, assistance & telecommunication techniques, development equipment, extreme purposeful substances & accessories, automotive techniques, healthcare and others. For extra assistance on Hitachi, gladden consult with the enterprise's web page at http://www.hitachi.com/.
For the long-established version on PRWeb hunt recommendation from: https://www.prweb.com/releases/hitachi_solutions_asia_pacific_to_showcase_microsoft_dynamics_cloud_erp_for_a_seamless_and_systematic_organization/prweb16093279.htm
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I’ve studied for the latest Microsoft Dynamics 365 Customization and Configuration certification — this is the 6th version of the certification I Have passed. Each time I lift the certification, I learn something unusual about Microsoft Dynamics, its limitations and how it works.
My previous study notes are here: MB2–712 — CRM 2016 customisation and configuration Hosk study notes. The notes below are unusual things I learnt and built on top of the previous notes. So if you are studying for the exam you want to read sum of my study notes.
Business process flows
Order of flows is used if multiple flows are available for your security roles
Users can switch industry process flows if their security roles can discern multiple industry process flows.
A team must belong to a industry unit
A team can own records
Business units Have a default team created by Dynamics 365, you cannot edit these or add/remove users.
You can add a custom control to data types — data and time, multi-line, lone line
There are 9 entities enabled for auto numbering — contracts, cases, articles, quotes, orders, invoices, campaigns, categories and learning articles
If you enable Yammer, you cannot disable it.
Different email architecture/Dynamics 365 mixes
Local exchange server — On premise Dynamics 365
Office 365 exchange — Dynamics 365 online
Office 365 exchange — Dynamics 365 on premise
Server side sync — Dynamics exchange integration allows appointments, tasks and contacts to live synchronized (optional)
Dynamics 365 for Outlook Client
Dynamics 365 App for Outlook
Entity properties which cannot live disabled once enabled
Business Process flows
Offline capability for Dynamics 365 for Outlook
Entity properties you can disabled once enabled
Enable for SLA
Allow quick create
Single record auditing
Multiple record auditing
Enable for phone express
Reading pane in Dynamics 365 for outlook
Use custom help
Folder tracking is tracking folders using server side sync and not limited to one email client
Folder tracking only works with server side sync
Folder tracking only works with exchange
Tracked folders work with Exchange Inbox rules
The tracking folders feature must moreover live enabled by your administrator
You can only track folders or subfolders inside your Exchange Inbox
You can set up multiple folders that link to the selfsame regarding record
You can comprehend an untracked folder inside a tracked folder
If you no longer necessity to track a folder, it’s a honorable view to untrack it for performance reasons. To untrack a folder, remove it from the Folder-Level Tracking dialog box.
You can track emails only in folders under your Inbox folder in Exchange. Other folder emails cannot live tracked.
You can track up to a maximum of 25 folders per user account
Any manual changes done to the regarding protest in the tracked activity records in Dynamics 365 will live overridden the next time server-side synchronization kicks in. For example, if you Have set up a mapping between the Adventure Works folder and the Adventure Works account, sum the emails in the Adventure Works Exchange folder will live tracked as activities in Dynamics 365 with the regarding set to the Adventure Works account record. If you change the regarding to some other record, it will automatically live overridden the next time server-side synchronization occurs. To change the regarding for any email, prance the email to a different folder such as the Inbox.
App for outlook works at server level
Dynamics 365 for Outlook
Server side sync
Email router is inanimate soon
Server side sync doesn’t necessity a users outlook to live open
Server side sync works with Dynamics 365 online or on premise and Exchange online or Exchange on premise. Any mixture of those
Mailboxes are created for users and queues
Separate options for incoming and outgoing email
You can set either or both incoming and outgoing sync to none
Forward Mailbox — you can set multiple users to live configured with a forward mailbox
Stop users synchronising with system settings à Email à incoming email and outgoing email to none
Dashboards can live made available for tablets
In properties you can enable dashboard for tablets and individual sections for mobile
Only first 5 tabs or 75 fields/10 lists issue on mobile client
Set available on Phone checkbox to show/hide tabs in mobile
Collapsed tabs noiseless count
Only 5 tabs will parade even if it’s less than 75 fields
You Have to set fields in the first five tabs for them to issue in a mobile client
Mobile can Have specific mobile only controls (sliders)
Business rules can
Show oversight Message
Set province values
Clear province values
Set default values
Set industry requirement level
Set Visibility (Show or conceal fields)
Enable or disable fields
Validate data and parade oversight messages
Create industry recommendations based on industry intelligence.
Business rules can Have 10 Conditional Branches
Business rule scope
· sum forms — all forms, quick create and main
· Entity — can flee configuration and server side.
· Entity — server smooth will flee on create or update
· Entity — if server enable will flee when data is imported
· lone configuration scope — only runs for the specified form
· To change scope of industry rule you must deactivate first
Sub-grid for Access Teams (must enable entity for access teams)
Access team templates will applying a criterion set of privileges (read, write, delete, append, append to) rather than having to set this up for each individual user/team.
Access Team templates are enabled on an entity basis and you Have to enable Access Teams on the entity in the communications and collaboration
When records are deactivated, access team permissions are not affected
Access teams don’t Have security roles
Access teams can’t own records
Access teams are created and managed by CRM
An access team is created when you Have added the first user
Access teams are not visible in default team views
Sharing records via access teams isn’t displaying in the sharing screen
Access teams can’t live used in resource scheduling
Multiple access teams can live linked to a lone record
Access Team Templates, champion dynamic record sharing. With the members of an access team being given privileges on specific records based on the access team template.
access teams execute not Have roles and cannot own record
Facts and stats about Access Teams, the bits below are useful for those who study MB2–703
You can add more than one Access Team template for each entity
The default number of access teams templates for each entity is two
The number of access team templates you can Have for each entity is controlled by the MaxAutoCreatedAccessTeamsPerEntity deployment setting.
MaxEntitiesEnabledForAutoCreatedAccessTeams deployment setting has a default value of 5. This controls the number of entities it’s workable to enable for auto-created access teams.
You can change the MaxEntitiesEnabledForAutoCreatedAccessTeams , MaxAutoCreatedAccessTeamsPerEntity only on Premise installations and you cannot edit them for Online.
A system generated Access Team isn’t created for each record until you add a user to the sub grid on the entity.
if you delete the team, this is the selfsame removing sum the members in the sub grid on the record.
if you change the access rights on Team Template this will only change the access prerogative to unusual entity records/access teams. Any records already created will consume the previous set of privileges.
Access teams with participate access prerogative ticked will live significant any user who is in access team will live able to add (share) others to the access team for that record.
Users cannot award privileges they execute not have. So a user can only add unusual members to an access team where the access team template has create privilege only if that user has the create privilege for the entity.
Access Teams created automatically by adding users to them are not shown in the system team views
Access Teams created automatically can live seen by doing an advanced find and select Team character = access
Access Team created automatically Have the is system managed province set to true
Access Teams can live un ticked on an entity (unlike Queues)
If you want to delete a Access Team Template you will necessity to remove sum the sub grids using that specific Access Team Template before you can delete it.
Below are the following entity assets
Relationships (1:N, N:1, N:N)
You don’t Have select sum the entity assets
You can add the entire entity by checking the Add sum Assets Checkbox
You can manually select specific assets by selecting them
Fewer assets means fewer dependencies and quicker deployments
Business process flow
You must enable industry process flood on an entity
Once an entity is enabled BPF you cannot disable it.
Each entity can Have no more than 10 activated industry process flows
Multi-entity process can consume no more than five entities.
A industry flood has a primary entity but can span multiple
Branches can live only 5 levels deep
Set scope to Entity if you want a industry rule to flee on the server, not just on the client side
Business rules are not triggered when you rescue a record
Business rules are triggered when a record is opened or when a province is changed which the rule conditions are set to check e.g configuration OnLoad and province OnChange
Business rules action will flee only if condition is true
Rollup fields recalculate once an hour
Rollup fields supported — Whole Number, Date and Time, decimal, currency
Maximum 100 per organisation
10 rollup fields per entity
If you create a rollup for a currency field, it will create one for the base
Rollup fields not supported — Option set and Lookup
Aggregate value of records related to a specific record
Rollups fields are asynchronous, they don’t flee in real time
Rollup fields can live flee by workflows or industry rules
Rollup fields can live refreshed manually or triggered by a workflow
Rollup Fields are automatically rolled up 12 hours after they are created
A workflow can’t live triggered by the rollup province updates.
Custom action Limitations
Highlights from the link above — click the link to discern al
Actions are created using a Workflow entity record
Can live associated with a lone entity or live global Can live associated with a lone entity or live global (not associated with any particular entity).
Is executed in the core operation stage 30 of the event execution pipeline.
Supports the invocation of plug-ins registered in the pre-operation and post-operation stages of the event execution pipeline.
Is available through the Web API or svcand organization.svc/web endpoints.
Always runs under the security context of the calling user.
Supports input and output arguments.
Isn’t supported with offline clients.
Can live invoked by a web service system call.
Can live invoked directly from a workflow.
Dynamics 365 Online Limitations
Highlights from the link above — click the link to discern all
Need to live created by a Microsoft service engineer, create a champion request
Microsoft released Dynamics CRM 2016 today. The goals for this release comprehend improved integration with Office 365 and Azure machine learning; unusual customer service capabilities; continuation of mobile; inclusions of the recently acquired FieldOne and FantasySalesTeam applications; and a list of unusual CRM enhancements that includes tighter integration with Excel/Word and some improvements to the Outlook client (i.e. skill to add Contacts from Outlook and more Outlook champion for Macs.)
From what I’ve seen so far, the unusual features likely to pick up the most utilization comprehend offline mobile and tighter integration to exceed and Word templates. This later feature continues Microsoft’s ‘productivity’ theme and will facilitate common consume cases such as the creation of proposals or the export of pipelines to Excel, Pivot tables or Power BI. I moreover reflect the improved integration with Cortana and Azure Machine Learning looks promising, but is noiseless in early days.
Customer Service Improvements
Microsoft’s prior release of the Unified Service Desk (USD) – a configurable framework for integrating what is often a plethora of contact focus applications so that agents can pick up a unified view of the customer – signaled its goal to set much more accent in its customer service application. The Dynamics CRM 2016 release continues the customer service evolution with updated forms and a dashboard it calls the Interactive Services Hub.
I dote this as it is helpful in managing multiple tier champion environments. A tier 1 Interactive Services Hub can live designed to facilitate the towering volume of short duration incidents and push more tangled cases to a tier 2 hub that benefits from different configuration, workflow and reporting.
Customer service moreover includes improved learning management and the beginnings for insight driven recommendations based on integration with Azure Machine Learning. Microsoft plans to integrate its recently acquired Mojo Surveys application in a subsequent release which will add basic Voice of the Customer capability and further continue the customer service software progression. The Unified Service Desk combined with the Parature and FieldOne acquisitions gives Microsoft a platform for customer service, self service and province service.
Marketing software updates received very Little notice, however, there’s some minute additions that can add substantial value to brilliant campaigns.
Microsoft Dynamics Marketing now permits Short Message Service (SMS) text message campaigns. This can add value for retailers and other B2C organizations who are discovering that properly flee geo-based and SoLoMo campaigns are delivering low double digit conversions – something most marketers Have never achieved. Inbound SMS campaigns can consume keywords to acquire opt-ins while outbound SMS campaigns can enhance multi-channel and nurture campaigns and identify those customers who favor mobile engagement.
Unfortunately, I suspect dote most unusual marketing technologies we’ll discern too many novice marketers consume this unusual feature because they can and not because they should. Sending unwanted SMS texts to your customers’ mobile devices is more likely to infuriate them than generate marketing conversions. People Have less tolerance in receiving spam on their mobile devices than their email, so opt-outs, unsubscribes and negative customer experiences are far more prevalent with unwelcome SMS.
Microsoft CRM has taken a queue from the Parature product and introduced learning management. A unusual content editor along with an adapted process usher enables smooth creation, curation and publishing of learning articles. This is initially targeted to customer service consume cases, but the underlying technology is semi-extensible to other areas.
My Wish List Continues
I was hoping to discern a substantive improvement to Microsoft social Engagement. That didn’t happen. The unusual release does deliver some minor improvements, but in my belief the biggest holes are that the social listening searches very Little of the Internet (i.e. it doesn’t scan most blogs and favorite social networks such as LinkedIn, Instagram, Pinterest and Google+ among others), the social engagement lacks one-to-many engagement capability and the sentiment analysis remains crude. Microsoft social engagement remains a work in progress.
Microsoft CRM continues to want of a industry process management (BPM) tool that can automate even simple routing and approval processing. This remains a significant competitive weakness against competitors such as Oracle, SAP CRM and Salesforce.
Mobile CRM did comprehend some advancements and the offline capability is a welcome addition. However, I’d dote to discern a lot more progress in the areas of mobile customization and extensibility. I just finished creating a custom Dynamics CRM mobile app for an airline company and institute the mobile customization limitations overwhelming. Microsoft claims to pursue a mobile-first software strategy but unlike competitors who champion the selfsame claim with forward thinking mobile software, Microsoft’s claim appears to live much more of a marketing tag line.
Microsoft CRM pricing is getting more tangled and the differences between CRM Online and on-premise are growing. This increases buyer complexity. I’m hopeful that Microsoft will steer pricing back toward the simplistic model which it helped pioneer and bring parity to the online and offline solutions.
Why This Release Matters
This release is really a collection of incremental updates. However, a more frequent release cadence and key improvements in areas that matter to customers are putting Dynamics CRM into position to become the number 2 CRM vendor. As shown in the most recent CRM market participate report, Oracle, Microsoft and SAP CRM are nearing equal market participate position. However, while Oracle and SAP CRM are in decline, Microsoft is demonstrating an upward trajectory. A continuation of this trend will parade a limpid number 2 CRM vendor in the year ahead.
Builds plumb Accelerator That Allows Manufacturers to Quickly Overcome the Most Common Integration Challenges
MANCHESTER, NH--(Marketwired - Feb 24, 2016) - eLogic, a consulting firm that delivers industry solutions enabled by technology for manufacturers, today announced the availability of proven integration solutions based on Scribe Insight, the trusted integration platform of data integration leader Scribe Software. The unusual product enhances the skill of manufacturers to integrate Microsoft Dynamics CRM and SAP ERP Central Component (ECC), and lowers the time to value for eLogic's customers.
"We consistently discern that their manufacturing customers necessity sturdy data and transaction integration between their CRM and ERP systems to discharge at their best for their customers," said Lawrence Matusek, EVP and CTO at eLogic. "Scribe's integration platform provides the most intuitive passage to connect Dynamics and SAP, allowing us to proffer their customers an accelerated path to real-time front office/back office integration and to deliver both commonly-requested and custom integrated solutions in less time and with fewer resources."
eLogic specializes in customer engagement and commerce solutions for the industrial machinery, towering tech, medical devices and process industries. The company offers its clients more than 16 years of expertise leveraging data models and application programming interfaces (APIs) in Dynamics CRM and SAP ERP to streamline and automate commerce from lead to cash. With eLogic's unusual Scribe Insight-based plumb integration accelerator, the firm can disburse less time hand coding commonly-requested integrations, and more time mapping out custom data models to win unusual industry and grow existing accounts.
The plumb accelerator utilizes Scribe's pre-built connectivity to SAP and Microsoft Dynamics CRM and combines it with custom data mappings developed by eLogic to provide eLogic's enterprise customers with highly scalable, customizable integrations to enhance commerce and customer engagements.
"Custom, real-time integration is a captious requirement for manufacturers today so they can streamline their sales, supply chain, monetary and service processes," noted Lou Antonucci, VP of sales, Scribe Software. "Through its plumb accelerator, eLogic is setting a unusual criterion in how quickly manufacturers can create highly customized integrations between their CRM and ERP solutions that will assist them compass unusual levels of efficiency."
Scribe Insight is a proven integration platform trusted by organizations of sum sizes to integrate front office and back office systems. Insight is the platform of option for integrating CRM and ERP applications such as Salesforce, SAP, Microsoft Dynamics, NetSuite and more, allowing users to lower the cost of developing, running and managing integrations throughout the entire lifecycle of the integration. Whether the data is on premise or in the cloud, Scribe's platform includes pre-built adapters and an facile user interface that makes integration quick and affordable.
For more information on how eLogic and Scribe are connecting Microsoft Dynamics CRM with SAP, watch the companies' joint webinar here: http://elogic.com/integrate-microsoft-dynamics-crm-sap-using-scribe-insight/
Visit Scribe's website for a free crucible of Scribe Insight: http://www.scribesoft.com/products/trial-software/
For more information on Scribe's colleague programs, visit: http://www.scribesoft.com/partners
About eLogic eLogic delivers industry-specific industry solutions for manufacturers enabled by technology, with a 100 percent focus on Manufacturing plumb Markets. Leveraging the Microsoft and SAP platforms, the company provides front-end to back-end (CRM to ERP) integrated commerce solutions to enable eLogic customers to discharge at their best for their customers. eLogic's core competencies comprehend Customer engagement and CRM Solutions, Systems Integration, Product Configuration and Channel colleague Enablement. eLogic is an SAP partner, a Microsoft Gold colleague and winner of Microsoft's 2015 CRM colleague of the Year award in Manufacturing.
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About Scribe Software Scribe is an established global provider of solutions that easily bring data anywhere it is needed - regardless of IT infrastructure. Scribe's award-winning products assist 12,000 customers and 1,200 partners consume data -- cloud-based, on-premise or a coalesce -- to extend revenue, provide superior service, and create industry value faster. Its easy-to-use, enterprise-ready solutions are backed by extensive champion options and training, and service customers across a wide array of industries including monetary services, life sciences, manufacturing, and media and entertainment companies.
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