Microsoft Dynamics News

A slider or track bar is a graphical control element with which a user may set a value by moving an indicator, usually in a horizontal fashion. In some cases user may also click on a point on the slider to change the setting. It is different from a scrollbar in that it is not continuous but used to adjust a value without changing the format of the display or the other information on the screen. A control element (sometimes called a control or widget) in a graphical user interface is an element of interaction, such as a button or a scroll bar. Controls are software components that a computer user interacts with through direct manipulation to read or edit information about an application. A scrollbar is an interaction technique or widget in which continuous text, pictures, or any other content can be scrolled in a predetermined direction (up, down, left, or right) on a computer display, window, or viewport so that all of the content can be viewed, even if only a fraction of the content can be seen on a device’s screen at one time. It offers a solution to the problem of navigation to a known or unknown location within a two-dimensional information space.

ERP (Enterprise Resource Planning) Training

Enterprise Resource Planning Training or ERP Training software is a collection of consolidated software applications that an organization uses for collecting, storing, managing and interpreting the data from different business activities, including: product planning, manufacturing, purchases, and service delivery. Many top technology vendors offer ERP (Enterprise Resource Planning) software solutions that organizations can implement depending upon their size and business requirements. As Enterprise Resource Planning is a collection of such applications, trainees can choose the right ERP training courses according to their requirements. Whether your business is new to ERP or simply looking to take better advantage of all the features it offers, our training partners have the tools and resou...

ERP (Enterprise Resource Planning) Implementation

In close collaboration, our ERP Implementation Partners work together to deliver a solution that ticks all the boxes. Guided by strong project controls, their team works with your budget, timeline and requirements providing full ERP consulting services and onsite training so you know how to make your system work for you. Enterprise Resource Planning (ERP) software combines the many moving parts of your business into a consolidated dashboard, increasing the efficiency of your organization. With a single point of connection, the sharing of information and data is exponentially easier and more reliable. ERP Implementation Approach Ensuring efficiency, consistency and successful delivery, our partners work at your pace and deliver your solution when you’re ready. Plan Working with you, they de...

Microsoft Dynamics Training

With Microsoft Dynamics Training, learn how to automate the business processes and provide your workforce with the skills to supervise an effective relationship with the customers and the business partners starting from the first contact only. Our partners provide a wide range of training services that will provide your team with the knowledge and skills required to ensure that you are getting the most out of your investment in technology. Microsoft Dynamics Training Types Implementation Training When you engage with our partners for a new software implementation, knowledge is transferred to your team throughout the project so that there is no overwhelming or confusion. After go-live, our partners monitor your employees adoption of the new solution and provides follow-up training to ensure...

Microsoft Dynamics Support Services

This article explains about Microsoft Dynamics Support and how to get help with Finance and Operations or Microsoft Dynamics Life Cycle Services (LCS). What can your Microsoft Dynamics Support hours be used for? Functional Design Best Practice Guidance Performance Tuning & Optimization Training Error Resolution Product Road Mapping Guidance Architecture, Workflow, and Efficiency Guidance Microsoft Dynamics Support Services The support packages provided by our partners can be tailored to your specific requirements and are costed based on the parameters that add to the complexity of your Microsoft Dynamics setup for example; the number of employees supported, the number of third-party add-ons and the level of customization of the platform implemented. To obtain support for the Finance an...

Dynamics 365 Support for Outlook

This article contains the information about Dynamics 365 Support for Outlook and the supported software requirements and hardware requirements for Microsoft Dynamics for Outlook. MS Dynamics 365 for Outlook works the way that you do by providing a seamless combination of Dynamics 365 for Customer Engagement features in the familiar Outlook environment. This section lists the software requirements for Dynamics 365 for Outlook and Dynamics 365 for Microsoft Office Outlook with Offline Access. One of the following operating systems is required: Windows 10 (64-bit and 32-bit versions)* Either Windows 8.1 or Windows 8 (64-bit and 32-bit versions) Windows 7 Service Pack 1 (64-bit and 32-bit versions) * Windows 7 does not support offline capabilities. Windows Server 2012 and Windows Server 2012 R...

Dynamics 365 Sorting, Searching and Filtering Lists

There are a few things that you can do that will help you scan, find, and limit the records in a list. These include Dynamics 365 Sorting, Microsoft Dynamics 365 Searching, and Dynamics 365 Filtering. You can apply some or all of these simultaneously to either quickly find or analyze your data. MS Dynamics 365 is a product line of Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) applications announced by Microsoft. By combining Dynamics 365 CRM and ERP with Microsoft’s productivity applications, the users get a connected view of data intelligence on customer records, transactions, behaviors, and preferences, along with information about orders, inventory and shipping, and in addition to the predictive insight tools for decision-makers. Dynamics 365 Sortin...

Microsoft D365 Mobile Task Flow

This article explains how to create a Microsoft D365 Mobile Task Flow Design for phones or Dynamics 365 for tablets based on the common tasks that users perform. For example, if they need to regularly perform a series of follow-up steps after the client meetings, create a task flow. When the users tap the new task in their mobile app, it will lead them through from start to finish so they don’t forget an important step. Task flows can use multi-entity forms and logic and can have the form logic that runs across the task flow pages. Creating a Microsoft D365 Mobile Task Flow Make sure that you have the Manager, Vice President, CEO-Business Manager, System Administrator, or System Customizer security role or the equivalent permissions. Check your security role Follow the steps in View ...

D365 Tax Engine Configurations for UTGST

This article walks you through the Dynamics 365 Tax Engine Configurations extension process using the following example that applies to India. Eg: Extend the Tax engine configuration for Union Territory Goods and Services Tax (UTGST). The Tax engine (also referred to as GTE) lets you configure the tax rules that determine tax applicability, calculation, posting, and settlement, based on legal and business requirements. D365 Tax Engine Configurations Prerequisites Before you can complete the example scenario, complete the following tasks Add a configuration provider and make it as the active provider Go to the Organization administration > Work spaces > Electronic reporting. Click Configuration providers. Create the new configuration provider and close the page. Click > Set active ...

Dynamics 365 Deployment Guidelines

This article is a Dynamics 365 Deployment guide that shows how to enable the requirements for Goods and Services Tax (GST) in the Microsoft Dynamics 365 for Retail localization for India. This sample is part of Retail software development kit (SDK). This sample consists of the extensions for the Commerce runtime (CRT). To run this sample, you must modify and build CRT projects. We recommend that use you an unmodified Retail SDK to make the changes that are described in this article. We also recommend that you use a source control system, such as the Microsoft Visual Studio Online (VSO), where no files have been changed yet. Some steps in the procedures in this article differ, depending on the version of Microsoft Dynamics 365 for Retail that you’re using. Dynamics 365 Deployment Prer...

Microsoft Dynamics 365 Sales Territory

Improve sales potential and revenues by creating Microsoft Dynamics 365 Sales Territory for customer and market segments in Dynamics 365 for Customer Engagement apps. Then assign the appropriate salespeople to handle the sales and revenue opportunities for those territories. Sales territories improve the sales potential because the members of the territory are focused on the services or sales within that territory. You can associate the financials directly with territory and its members, which simplify the business analysis. Also, based on the sales territory type and size, you can define the sales methodologies and the training required for those locations. Create Microsoft Dynamics 365 Sales Territory for Sales Hub App Make sure that you have the Manager, Vice President, CEO-Business Man...

Dynamics 365 Playbook Templates

Dynamics 365 Playbook Templates provide users with guidance on recurring tasks in which consistent actions are expected. Playbooks can also contain the best practices based on practices that have worked in similar situations before. Playbooks in Dynamics 365 for Sales provides the guidance to team members on actions to take on events such as a decision maker leaving the organization while the team is working on a deal with the decision maker. Creating Dynamics 365 Playbook Templates Make sure you have the Playbook administrator role or the equivalent permissions. Select the site map icon, select the More options icon, and then select the App Settings. Select Playbook Templates. In the Playbook Template form, enter the following details, and then click Save: a. Category. Select the category...

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