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congruentx · 1 year

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What are dynamics 365 project operations today?

The success of project operations and management organizations depends on customer satisfaction. It is necessary to fulfill each customer’s wishes to ensure total pleasure. Customers desire complete transparency, affordable prices, and efficient time management. The project operations software from Microsoft dynamics 365 has all the tools you want to manage your clients efficiently. The benefits of centralizing data storage for all parties include the simplification of project management as well as growth, analysis, and development. The most complete business and project management solution available is Microsoft dynamics 365 project operations. Microsoft dynamics project is an excellent option for companies who have already made the decision to buy the dynamics 365 package because it is simple to integrate with other dynamics 365 applications.

What is the purpose of dynamics 365?

Microsoft dynamics 365 can be used for the following things:

Bringing your business composed by connecting people, processes, and data from several apps, including Microsoft dynamics 365 and office 365.

Enhanced decision-making due to data integration, AI, and action suggestions.

You may adapt the app to your needs rather than having to reassess your entire business strategy. Customizing and integrating apps is made simple by Microsoft power platform.

Corporate innovation is moving towards integrating artificial intelligence, mixed reality, social media, and mobile technologies.

Specification of project operations:

Microsoft dynamics 365 project operations combines the sales, resourcing, project management, and finance teams in a single application to enhance deal volume, hasten project completion, and increase profitability. The essential specification of project operations is as follows:

Project management:

Microsoft project is connected with Microsoft dynamics 365 project operations to improve the planning process. Sales representatives and project managers can work together more effectively if they have visual representations of the cost, timeline, and value provided to the customer.

Resource management:

Managers can use the resource management tool to ensure project teams have everything they need to complete their tasks effectively by focusing on resource utilization and reining in resource skills.

The budget for the project:

Project managers can monitor, review, and authorize project-related spending in project operations. Once an invoice is created and sent to the client, they have authority over price and payment.

Analytics:

With the Dynamics 365 finance connections, precise information may be provided and shown in interactive dashboards.

Possibility control:

Management may better understand the organization’s workflow with the help of dynamics 365 project operations to appropriately prepare for and respond to new possibilities and leverage project-based deal structures.

Time and money management:

Project operation’s primary target market is professional services companies. A crucial element is an ability to submit time and expense reports through a website or mobile app.

Final thoughts:

As part of its effort to create an integrated business system aimed at project-based organizations, Microsoft has introduced dynamics 365 automation, a step towards project business automation. As you can see, project operations and PSA are not precisely the same, despite their similarities. It is significant that Microsoft has expanded its project management software line.

#congruentx #dynamics 365 project operations #dynamics 365 automation

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d365insightshub · 2 months

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6 Things You Need to Look for in a Microsoft Dynamics 365 Consultant

Microsoft Dynamics proves to be the best available ERP and CRM solution in the market with proven results in enhancing business processes.

Maximizing your investment: factors to consider when selecting a Microsoft Dynamics 365 consultant Dynamics 365 has had a telling impact among small and medium enterprises. Microsoft Dynamics proves to be the best available ERP and CRM solution in the market with proven results in enhancing business processes with its wide range of feature-rich solutions. Dynamics is an easy to use application that can be implemented and utilized by organizations with their available in-house resources.

However, when it comes to leveraging the maximum benefits of Dynamics’ functionalities, customizing the features to suit your unique processes, integrating the system with other applications, and having a Dynamics partner on board makes a world of difference. Now, the next question is, “How do I choose my Dynamics Consultant?” That is exactly what we are going to discuss today. For your benefit, we have curated a list of things you should look for in a Dynamics Consultant. This checklist will help you evaluate and identify the best partner to work with you to achieve quick success.

Here are the 6 key things you need to look for in a Dynamics 365 Consultant

Product knowledge: Your Microsoft Dynamics Consultant should know Microsoft Dynamics products. They should be familiar and updated with all the existing and the new products available to help find the best-suited product for your business.

Industry experience: In addition to being familiar with all Microsoft Dynamics products, your Dynamics Consultant should be able to understand and appreciate your business. Every industry and organization is different. Therefore, your Microsoft Dynamics Consultant should have the related industry experience to understand your business thoroughly and provide you the best solution.

Skilled staff and team: For a smooth implementation, you need skilled and experienced staff members. When choosing your Dynamics Consultant, make sure to note if they have a passionate team of qualified staff members who can handle the entire implementation seamlessly.

Change management: Change management is one of the most important factors you need to consider in a Microsoft Dynamics Consultant. The Microsoft Dynamics Consultant does not only need to be familiar with products and relevant experiences, but they should also be able to direct the change management for your organization.

Leverage full potential of technological investment: Choosing a new solution or product for your business is a huge step and a big investment. When investing in Dynamics solutions, you need a Dynamics Consultant who will ensure you are embracing the full potential of your investment.

Support your business objectives: Every business has short-term and long-term objectives. Investing in a new product should only support these objectives for maintaining your business success. Your Dynamics Consultant should be able to easily integrate into your business to understand your goals and help you reach them.

At DemandDynamics, we provide expert consultation for your Microsoft Dynamics implementation, customization, integration, development, and maintenance support. For more information on how Microsoft Dynamics can benefit you and your business, visit our website or contact our Team. As a Microsoft Gold Partner and Dynamics expert, DemandDynamics will help you make the right choice.

This content is originally published on Preludesys.

#microsoft dynamics 365 gold partner #Dynamics 365 Implementation #microsoft dynamics integration #dynamics 365 crm implementation #dynamics 365 sales implementation #dynamics 365 Marketing implementation #dynamics 365 Customer Service implementation #dynamics 365 Field Service implementation #dynamics 365 project operations implementation #dynamics 365 consulting services

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srinathpega · 1 year

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Project Operations #8: Project Creation

The project management tools in Dynamics 365 Project Operations help you easily run projects. The scheduling tools help project managers and teams stay productive. The tool helps in below areas: Plan projects by using a work schedule and estimates. Estimate and track project costs and revenue. Use project estimates during the sales process. Forecast resource requirements for projects that are…

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#Dataverse #Dynamics 365 #Finance & Operations #Project Operations

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mohammedaamir786 · 1 year

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dynatechsystem · 2 years

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A quick guide on how to assign license for power platform apps

Wondering how Power App licensing is performed? Check out this brief guide on how to assign a license for Power Platform. Visit us: https://dynatechconsultancy.com/how-to-assign-license-for-power-platform/

#microsoft dynamics 365 #dynamics 365 for finance and operation #microsoft dynamics crm #dynamics 365 supply chain management #d365 project operations #dynamics 365 managed services #microsoft power bi #microsoft dynamics 365 supply chain management

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xceltecseo · 2 years

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What is Dynamics 365 Customer Service?

Your customers may get the resources they need for assistance thanks to Microsoft Dynamics 365 Customer Service. The software aims to simplify managing several client instances with an omnichannel approach. If you're seeking for customer service software that may boost your productivity and efficiency, Dynamics 365 Customer Service might be the best choice for you.

What Does Dynamics 365 Customer Service Do?

Dynamics 365 Customer Service focuses on the agent during customer interactions to make sure that every help request is dealt with quickly and effectively. The software makes use of other Microsoft products, such Outlook, to build a complete picture of each customer assistance request. In the Customer Service workspace, you can review emails and past interactions, service terms and support policies, as well as any other information you'll need to identify and resolve a customer's problem. It is also simpler to get in touch with customers to arrange an in-person or online session when using the one-window technique.

The Customer Service module comes with a Knowledge Base library where you may store documents for easy access. When your customer service representatives respond to customer cases, the application uses case keywords to search the library for pertinent books. Then, customer service agents can use diagnostic tools and even send clients documents.

On each support case or service call, customer service helps you to increase customer satisfaction while saving time and money.

Your team can use Dynamics 365 to;

Prepare cases

Keep track of all interactions with a case.

Create queues to route cases to the right channel

Service creation and scheduling

Reports and dashboards can help you manage your performance and productivity.

What Types of Business Would Benefit from Dynamics 365 Customer Service?

For mid-market businesses that must compile Knowledge Base materials, respond to support tickets, and maintain long-term client relationships, client service is suitable.

Dynamics 365 Customer Service offers significant advantages to Microsoft shops and service-based enterprises like SaaS companies. If your company utilises the Power Platform and Microsoft 365 Office application, you'll gain the full potential of Customer Service. With Power Automate's multi-session and multi-channel functionalities, Dynamics 365 Customer Service will be able to accept communications from Office and production processes. By reducing the number of clicks required for each task, these links improve data visibility while also saving time.

Conclusion:

These are just a handful of the features Microsoft Dynamics 365 offers for providing excellent customer service. Contact us to find out more about how XcelTec Team and Dynamics 365 can help you grow your company and improve your bottom line.

Visit to explore more on What is Dynamics 365 Customer Service?

Get in touch with us for more!

Email us at:- [email protected]

#ms dynamics #ms dynamics 365 #dynamics 365 #dynamics 365 crm #ms dynamics CRM #dynamics 365 sales #dynamics 365 customer service #dynamics 365 project operation

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mywifeleftme · 4 months

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298: Wolf Parade // Apologies to the Queen Mary

Apologies to the Queen Mary Wolf Parade 2005, Sub Pop

Apologies to the Queen Mary is on the short list of ‘00s indie records that I’d consider masterpieces. The funny thing is that my list, as someone who was there (or there-adjacent), is pretty well fixed in time, whereas the consensus among Zoomer critics continues to morph in ways I’d never have figured. (Or maybe it’s not funny, really—just always how time and memory work.) In 2008, I would’ve bet my left pinkie that TV on the Radio (and especially Return to Cookie Mountain) would be the defining band of the era. Meanwhile, in 2024 the Killers are still riding the same five songs to a second greatest hits record and fifty times TVotR’s monthly residuals; the National have tween fans; and I hold a mug weird. Time clowns us all and Wolf Parade are a dad band now, owners of a few anthems from the era before genuinely weird indie bands could near the summits of the pop chart, economically compelled to continue touring small theatres together despite both Boeckner and Krug having been more invested in other, even less profitable projects for some time now.

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Wolf Parade is one of those bands with two lead singers who sound indistinguishable before you know the group well, and instantly identifiable thereafter (like John and Paul of the Beatles, or Felix and Will of Chapo Trap House). They’re both yowlers who let their voices crack pubescently as shorthand for the frayed emotional spectrum they traffic in, given to barking and hooting to help drive their bric-a-brac compositions forward. Boeckner is a lanky post-punk looking fuckboy in roughly the Richard Hell mould, given to posing sweatily in torn undershirts and starting projects with a succession of raven-haired keyboard players he’s also dating. He loves motorik dance rock and Wire, but also has a substantial helping of Bruce Springsteen in his songwriting. Krug is a stocky, normal-looking guy who doesn’t really meet your eyes and self-deprecatingly called his solo project Moonface. He writes lyrics that sound like philosophy and love letters translated from an alien language, and prefers his music to both thwack and quaver.

Their similarities give Wolf Parade coherence, but much of their dynamism comes from how the two singers pass the controls back and forth. Backed by electronics tinkerer Hadji Bakara and Arlen Thompson, a drummer (crucially) capable of serving as a rhythm section unto himself, Krug and Boeckner find the perfect balance between Krug’s experimental art collective predilections and Boeckner’s slyly sexual rock ‘n’ roll heart. Krug leads with the empty warehouse strut of “You Are a Runner and I Am My Father’s Son”; Boeckner parries with the hooky acoustic rocker “Modern World”; Krug closes with the brittle seven-minute dirge “Dinner Bells”; Boeckner responds with the pinkly-hued Suicide-Springsteen collab “This Heart’s on Fire.”

Both Boeckner and Krug have made wilder, stranger music elsewhere, and there are plenty of other brilliant Wolf Parade songs to be found across their subsequent records. But Apologies remains the greatest blend of their particular talents they ever managed, a perfect example of two guys pushing each other to do their best work. With luck, a future generation will reconsider Wolf Parade and its many, many satellites (Sunset Rubdown, Operators, Handsome Furs, Frog Eyes, Swan Lake, Divine Fits…) as one of the most interesting micro-scenes the whole post-alternative rock era produced. And if not, I’ll still be here spinning the record a few times a year, believing in it all all over.

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#wolf parade #spencer krug #dan boeckner #i'll believe in anything #sunset rubdown #handsome furs #being old #being wrong #arthritis #millenials #indie rock #'00s music #'00s indie #sub pop #music review #vinyl record #montreal music #canadian music

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shantitechnology · 9 months

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Overcoming Common Challenges in ERP Implementation for Manufacturing

In the dynamic and constantly changing environment of the industrial sector, enterprises must maintain flexibility and strive for competitiveness. Enterprise Resource Planning (ERP) software is a pivotal instrument that facilitates manufacturers in attaining their objectives. Enterprise Resource Planning (ERP) systems provide a broad range of integrated applications that are specifically developed to optimise operational processes, enhance productivity, and facilitate organisational expansion. Nevertheless, despite their considerable potential, ERP for manufacturing industry projects frequently encounter typical obstacles that can impede their achievement.

This blog post aims to examine the world of ERP for manufacturing industry, focusing on the most effective ERP solutions suitable for manufacturing enterprises of varying scales, encompassing both large-scale operations and small-scale organisations. Furthermore, we will explore the common challenges that manufacturers face during the adoption of the best ERP software for manufacturing companies and offer practical strategies for overcoming these difficulties.

The Power of ERP for Manufacturing:

Prior to delving into the complexities and remedies associated with the adoption of Enterprise Resource Planning (ERP), it is essential to comprehend the profound impact that ERP systems have on the manufacturing sector.

· ERP for Manufacturing Industry:

The manufacturing industry is characterised by intricate procedures, a wide range of product offerings, and complicated supply chain dynamics. Enterprise Resource Planning (ERP) demonstrates its exceptional capabilities in this context. Enterprise Resource Planning (ERP) systems for manufacturing encompass the integration of several operational tasks, such as production planning, inventory management, quality control, and finance management, under a unified and interconnected platform. The integration described herein provides manufacturers with the capability to access real-time visibility into their operations, hence facilitating data-driven decision-making and improving overall efficiency.

· Best ERP for Manufacturing Industry:

When it comes to the selection of ERP software for the manufacturing industry, it is imperative to carefully evaluate a system that is in line with the unique requirements of the organisation. Prominent enterprise resource planning (ERP) solutions catering to the manufacturing industry encompass SAP S/4HANA, Oracle ERP Cloud, Microsoft Dynamics 365, and STERP by Shanti Technology. These solutions provide comprehensive functionalities specifically designed for manufacturing processes, enabling organisations to enhance production efficiency, minimise expenses, and enhance overall profitability.

· ERP for Small Manufacturing Businesses:

Enterprise Resource Planning (ERP) systems are not exclusively designed for huge organisations but can also be beneficial for small manufacturing businesses. ERP systems can provide significant advantages to small manufacturing enterprises as well. Indeed, the implementation of an appropriate Enterprise Resource Planning (ERP) solution can effectively equalise the competitive landscape for small-scale firms, equipping them with the necessary resources to compete efficiently. Scalable choices, such as Shanti Technology's STERP, present themselves as suitable solutions for small enterprises seeking expansion opportunities.

Challenges in ERP Implementation for Manufacturing:

Although the potential benefits of Enterprise Resource Planning (ERP) are alluring, the process of deploying such systems might be perceived as a formidable endeavour accompanied by several obstacles. Manufacturers frequently encounter several challenges in their operations.

· Resistance to Change:

Resistance to change is a prominent obstacle encountered with the adoption of Enterprise Resource Planning (ERP) systems. There may exist a certain degree of resistance among employees who have become accustomed to utilising legacy systems over an extended period of time, hence exhibiting hesitancy towards embracing novel technological advancements. In order to surmount this problem, it is imperative to engage employees from the inception, effectively communicate the advantages of Enterprise Resource Planning (ERP), and offer thorough training and assistance.

· Data Migration:

The process of data migration is often characterised by its complexity and time-intensive nature. The process of migrating data from outdated legacy systems to a modern Enterprise Resource Planning (ERP) system has the potential to result in errors and compromise the integrity of the transferred data. The rigorous planning, validation of data accuracy, and implementation of a comprehensive data migration strategy are crucial.

· Integration Issues:

The effectiveness of ERP systems relies on their ability to smoothly integrate with other software and systems utilised inside the organisation. The integration process may encounter difficulties when preexisting systems lack compatibility with the newly implemented Enterprise Resource Planning (ERP) system. Conducting a comprehensive compatibility study and making necessary investments in middleware are critical measures to ensure seamless integration.

· Budget Overruns:

Budget overruns are a common occurrence in Enterprise Resource Planning (ERP) implementations, mostly attributed to unanticipated expenditures such as customisation, supplementary training, or prolonged project schedules. In order to address the issue of budget overruns, it is advisable to develop a comprehensive budget plan, including provisions for unforeseen circumstances, and maintain vigilant oversight of expenditures during the execution phase.

Overcoming ERP Implementation Challenges:

· Change Management:

In order to mitigate resistance towards change, it is imperative to involve employees at an early stage of the process. Organise seminars, facilitate training sessions and effectively articulate the advantages of the Enterprise Resource Planning (ERP) system. Promote the solicitation of feedback and implement necessary modifications in accordance with user input. Resistance to the implementation of the best ERP software for manufacturing company tends to decrease when employees perceive the system's usefulness and receive enough support during the transition process.

· Data Migration Strategy:

The effectiveness of data migration is contingent upon thorough planning and precise implementation. Establish a data migration team tasked with the responsibilities of data cleansing, validation, and mapping. It is advisable to conduct testing of data migration procedures inside a controlled setting prior to executing the implementation on a larger scale. It is imperative to consistently perform data backups in order to safeguard data integrity throughout the transfer process.

· Integration Expertise:

In order to address integration difficulties, it is advisable to engage in collaboration with ERP suppliers and IT professionals who possess specialised knowledge and skills in the field of integration. These individuals possess the ability to identify possible challenges related to integration and devise appropriate strategies to address them. It is advisable to explore the option of investing in middleware or connectors that can effectively facilitate the integration process between the Enterprise Resource Planning (ERP) system and the pre-existing systems.

· Budget Management:

In order to mitigate the occurrence of budget overruns, it is advisable to design a budget that is grounded in realism and includes a contingency fund. It is advisable to conduct periodic evaluations of expenditures and make necessary modifications to the budget accordingly. It is advisable to give precedence to fundamental customization and supplementary components while postponing non-essential functionalities to subsequent stages of the implementation process. The implementation of a staged approach can effectively manage expenses while also guaranteeing the establishment of essential functionality.

Leveraging STERP for Manufacturing Company:

In the context of addressing the obstacles encountered during ERP adoption, it is vital to underscore the potential value that Shanti Technology's STERP solution holds for manufacturers.

· STERP's Manufacturing Expertise:

The manufacturing expertise of STERP is highly regarded as it is an ERP solution that has been specifically tailored to meet the needs of the manufacturing industry. The software provides a variety of functionalities specifically designed for manufacturing operations, including but not limited to demand prediction, production scheduling, and quality management. The industry-specific experience of STERP facilitates the deployment process and guarantees a seamless alignment between your ERP system and your manufacturing requirements.

· Scalability for Small Manufacturers:

Scalability is a crucial aspect for small manufacturers, and it has been observed that the Small Manufacturer Enterprise Resource Planning (STERP) system offers a viable solution in this regard. As an enterprise expands, the Scalable Technology and Enterprise Resource Planning (STERP) system may effectively meet the increasing requirements, so serving as a favourable option for organisations seeking efficient scalability without the necessity of investing in a new Enterprise Resource Planning (ERP) system in the future.

· Comprehensive Training and Support:

STERP provides a comprehensive training and support programme aimed at facilitating a seamless changeover process. STERP offers a comprehensive range of services, including on-site training sessions and round-the-clock customer support, to ensure that your staff is adequately equipped to maximise the efficiency and effectiveness of the ERP system.

Final Thoughts:

The deployment of Enterprise Resource Planning (ERP) systems in the manufacturing business presents several difficulties. However, by employing appropriate techniques and utilising the best ERP software for manufacturing companies, developed by STERP (Shanti Technology), these issues can be effectively addressed. Manufacturers can optimise the utilisation of ERP systems by effectively handling resistance to change, methodically preparing data migration, managing integration processes efficiently, and maintaining strict adherence to budgetary considerations.

It is important to acknowledge that the adoption of Enterprise Resource Planning (ERP) systems should not be viewed as a singular occurrence, but rather as a continuous endeavour aimed at achieving optimal performance. It is imperative to consistently evaluate the performance of your Enterprise Resource Planning (ERP) system, solicit input from users, and remain abreast of prevailing industry standards in order to ascertain that your ERP system is capable of efficiently supporting your manufacturing activities.

The STERP system represents an optimal enterprise resource planning (ERP) solution specifically designed for the manufacturing sector. It provides customised functionalities, scalability, and comprehensive assistance to enable firms to excel in a highly competitive market. Manufacturers can achieve operational streamlining, enhanced efficiency, and long-term success in the ever-changing industrial landscape by making informed decisions on the selection of an appropriate Enterprise Resource Planning (ERP) solution according to established implementation best practices.

#ERP for manufacturing industry #Best ERP for manufacturing industry #ERP for small manufacturing business #Best ERP software for manufacturing #Manufacturing software for small business #Best ERP for small manufacturing business #ERP software for manufacturing industry #ERP for manufacturing company

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365proservices444 · 5 months

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Streamlining Business Operations with 365 Pro Services: Your Gateway to Comprehensive Immigration Services in Dubai

In the bustling business landscape of the United Arab Emirates (UAE), navigating through the intricacies of government administration and documentation can be a daunting task for organizations of all sizes and industries. Recognizing the need for a comprehensive solution, 365 Pro Services emerges as a reliable partner, offering a one-stop-shop for businesses seeking efficient and hassle-free immigration services in Dubai.

One of the cornerstone services provided by 365 Pro Services is visa processing. In the UAE, where a diverse workforce fuels economic growth, businesses often require assistance in navigating the complexities of visa applications. 365 Pro Services takes the lead in ensuring a smooth and efficient visa processing experience, facilitating the entry and stay of expatriate employees.

From meticulous record-keeping to document verification and authentication, businesses can rely on their expertise to meet the stringent requirements set by government authorities. This comprehensive documentation support ensures that businesses stay compliant with regulations, mitigating the risk of legal issues.

The team at 365 Pro Services includes specialists in engineering and science, bringing a unique advantage to businesses operating in technical and scientific sectors. For organizations involved in creative fields such as culture and art, 365 Pro Services offers dedicated creative specialists. Navigating the nuances of licensing, approvals, and documentation specific to the creative industry can be challenging, but with 365 Pro Services, businesses can tap into a wealth of experience and knowledge to facilitate a seamless process.

Business licensing is another critical area addressed by 365 Pro Services. Irrespective of the nature of the business or its size, the team is equipped to handle the intricacies of licensing requirements. This includes ensuring that businesses adhere to the regulatory framework set by the government, securing the necessary approvals, and expediting the licensing process.

Approvals for various business activities, whether related to expansions, projects, or specific initiatives, are managed efficiently by 365 Pro Services. Their understanding of the local regulatory landscape and established relationships with government authorities enables businesses to navigate the approval process with ease.

365 Pro Services stands out as a reliable and comprehensive solution for businesses seeking immigration services in Dubai. With a focus on visa processing, documentation, specialized services in engineering and science, creative specialists in culture and art, business licensing, and approvals, the team ensures that businesses can thrive in the dynamic and competitive business environment of the UAE. Partnering with 365 Pro Services is not just a strategic choice; it is an investment in the seamless and successful operations of your business in Dubai.

#365ProServices #DubaiImmigration #BusinessCompliance #VisaProcessing #GovernmentServices #UAEBusiness #DocumentationExperts #VisaExperts

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soluzioneitservices · 1 year

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Difference between Dynamics 365 Project Operations vs PSA

Since the latest version of project management tools, ‘Microsoft Project Operations," is here, it succeeds Project Service Automation (PSA) and project planning tools, with a more evolved version of these tools with additional capabilities.

Although we have already shared an update on the new release in 2020 with news releases, Microsoft has also stated that it is committed to making it a frictionless migration for PSA users. You might have hundreds of questions about how this quick disruption will impact your current projects.

If you have already migrated to Project Operations and are curious about the benefits of the migration. In this blog, we will provide you with a major difference between the newly launched D365 Project Operations and PSA, so you have an improved understanding of what you got with the decision to make the switch from PSA to PO.

So, let's get started.

Introduction to D365 Project Operations

Dynamics 365 Project Operations is the latest application that combines the capabilities of sales, resourcing, project management, and financial teams into a single tool to assist you in winning more business, completing projects faster, and making more money. In short, it offers everything you get in Dynamics 365 Project Service Automation (PSA) and Dynamics 365 Finance, which provide a comprehensive solution for managing project-based businesses.

For instance, Project Operations incorporates some of the project management accounting and expense management elements of D365 Finance, as well as Microsoft Project planning and scheduling capabilities (formerly unavailable in PSA).

This includes features such as:

Project planning

Resource utilization and optimization

Forecasting (e.g., expected resources, time, expenses etc)

Time and expenses tracking

Project budgeting (current, expected, and how they compare)

Business intelligence

After recent updates in its Wave 2 releases, D365 Project Operations is suited to more roles within the business than PSA, including:

Account managers

Project managers

Resource managers

Project accountants

COO

Why did Microsoft create Dynamics 365 Project Operations?

Microsoft developed project operations because it wanted customers to have a single solution to manage everything, they need to effectively manage a project.

Here are several factors that motivated it:

Users were confused about which Microsoft project management tool—Project, PSA, or Dynamics 365 Finance—would be ideal for them.

There was some functional overlap between these programs.

PSA users missed Microsoft Project's mature project planning features.

Many organizations serve their project business using a combination of PSA, Dynamics 365 Finance, and Project.

Some have been working on integrating these items to bring their capabilities together.

Project-based enterprises typically seek an end-to-end solution that covers the complete project cycle and meets project services demands.

Benefits of moving to Project Operations: Today's project-based services market is competitive. Businesses face many challenges in closing new deals, completing projects faster, and raising profit margins. Yet many of these companies use independent, disconnected systems for sales, collaboration, project management, and financials.

Project operations can provide a variety of benefits that you might not experience with PSA. Which are:

You can get business insights to increase visibility across all teams, data, and processes, plus AI capabilities for proactive actions and recommendations.

You can win more deals and accelerate the sales cycle with fast and accurate quotes, flexible pricing, and seamless transitions from estimate to execution.

You can optimize your resources with intelligent and skills-based assignments, increase utilization, and foster collaboration across teams.

You can deliver profitable projects on time and within budget with streamlined project management, time and expense tracking, and project costing and billing.

You can simplify project accounting with real-time financial insights, compliant revenue recognition, and integration with Dynamics 365 Finance.

Project Operations and PSA differences:

Project operations and project service automation are solutions for managing and automating whole projects. They share similarities, but have many differences too, which you can consider finding out what's new with the all-new D365 Project Operations. The differences between PO and PSA can be many, but here are the most relevant:

Project Operations has a unified project management experience that spans from sales to delivery to finance, while PSA focuses on project delivery.

Project Operations has a modern user interface consistent with other Dynamics 365 applications. PSA has a legacy user interface based on the Common Data Service platform.

Project Operations has enhanced features for project accounting, invoicing, and revenue recognition, while PSA has limited features for these functions.

Project Operations has built-in integration with Microsoft Project for the web, while PSA requires a separate add-in for Microsoft Project.

D365 Project Operations covers both the front and back offices.

How to migrate from PSA to Project Operations Project operations can be your best choice to get started with one of the rare tools that can help you gain valuable insights and find solutions that are easy to implement and use. For PSA users below, we have given them a quick road map to make their PO migration quick and simple.

Prepare your PSA environment for an upgrade by resolving any data issues, disabling any custom plugins or workflows, and backing up your data.

Update your customizations to cleanly import Project Operations by using the Upgrade Analyzer tool and resolving any conflicts or errors.

End-to-end testing in development environments by initiating the upgrade in the Power Platform admin center and verifying Project Operations functionality and data integrity.

Upgrade your production environment by repeating the same steps as in the development environment and notifying your users about the changes.

Wise words With the release of Project operations in 2021, release wave 1 plan. Microsoft stopped selling PSA from 1 October 2020 when project operations became available. Since then, no new licenses can be purchased, and it stopped renewing existing PSA licenses. Support and updates for PSA will also be discontinued in October 2024.

If you currently have active Project Service Automation licences, you can install and use Project Operations, which has all the features of Project Service Automation and more.

PSA users will not be faced with immediate changes, but they are given enough time between their two (CSP contracts) and four (Enterprise Agreement Contracts) to transition to project operations. As promised by Microsoft, users will have a frictionless data upgrade from PSA to PO.

PSA users can get help from partners like Soluzione. We are a Microsoft Gold Partner Software Development Company that has assisted hundreds of businesses with absolute tech solutions for their businesses. We will guide you through all the ups and downs, so you can make the switch at your own pace. And once you are ready to move, we will provide you with migration tools to execute the process seamlessly.

For more information, visit @solzit

Source:https://www.solzit.com/difference-between-dynamics-365-project-operations-vs-psa/

#software development #dynamics 365 #microsoft dynamics crm #Project Service Automation #Project operations #crm #salesforce #technology

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quickensol · 1 year

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Exploring the Top ERP Providers in India: Streamlining Business Operations

In today's fast-paced business environment, effective management of resources, streamlined processes, and data-driven decision-making is critical for sustainable growth. Enterprise Resource Planning (ERP) systems have emerged as powerful tools that integrate key business functions, enabling seamless collaboration and boosting overall productivity. India, with its vibrant business landscape, hosts a multitude of ERP providers offering comprehensive solutions. In this blog, we will delve into the top 11 ERP providers in India, exploring their key offerings, strengths, and how they empower businesses to achieve their goals.

Here Is The Top 11 ERP Providers

SAP India :

SAP, a global leader in enterprise software, has established itself as a frontrunner in the Indian ERP market. Renowned for its comprehensive suite of ERP solutions tailored for diverse industries, SAP offers modules covering finance, supply chain, human resources, customer relationship management, and more. With a strong focus on scalability, robustness, and the ability to handle complex business processes, SAP India provides reliable support, extensive training resources, and regular updates to help businesses stay ahead.

Oracle India :

Oracle, a prominent ERP provider, delivers integrated applications designed to streamline business operations. With modules spanning finance, procurement, manufacturing, sales, and customer service, Oracle ERP solutions cater to organizations of all sizes and industries. Its strength lies in handling large-scale enterprises, complex supply chains, and global operations. Oracle India boasts a robust customer base and offers comprehensive support, training, and implementation services to ensure successful ERP adoption.

Microsoft Dynamics 365 :

Microsoft Dynamics 365 is a popular ERP provider offering a unified platform for finance, operations, sales, and customer service. With a user-friendly interface and seamless integration with other Microsoft products, Dynamics 365 simplifies processes and empowers businesses to make data-driven decisions. Its cloud-based nature allows scalability, flexibility, and easy accessibility. Microsoft provides extensive support, regular updates, and a vibrant user community, making the implementation and maintenance of Dynamics 365 a smooth experience

Quickensol it solutions QuickenSol IT Solutions emerges as a reliable ERP service provider, offering comprehensive solutions tailored to meet diverse business needs.QuickenSol IT Solutions empowers organizations through its robust ERP services, innovative technologies, and customer-centric approach. From seamless integration to enhanced data visibility, QuickenSol IT Solutions is dedicated to helping businesses achieve their growth objectives and stay ahead in a competitive market. quickensol offers a module covering finance, education, real estate, agriculture, laboratory, e-commerce, healthcare, insurance, logistics, construction industry, project management, and manufacturing. Quickensol offers strong customer support, an extensive knowledge base, and regular feature updates, making it a popular choice for Indian organizations seeking a reliable ERP solution.

Tally Solutions: Tally Solutions has earned the trust of small and medium-sized businesses (SMBs) in India. Their ERP software focuses on accounting and inventory management, enabling organizations to handle financial transactions, track inventory, and generate accurate reports. Tally's user-friendly interface, affordability, and localization capabilities have made it a preferred choice for Indian businesses. Tally offers comprehensive training, robust support, and regular software updates to ensure effective financial management for SMBs.

Zoho ERP :

Zoho, a prominent player in the business software market, provides a comprehensive suite of applications, including ERP solutions. Zoho ERP covers finance, inventory management, CRM, HR, and more. Known for its affordability, ease of use, and customization options, Zoho ERP caters to businesses of all sizes. The cloud-based nature of Zoho ERP allows for seamless data access, collaboration, and integration across departments. Zoho offers strong customer support, an extensive knowledge base, and regular feature updates, making it a popular choice for Indian organizations seeking a reliable ERP solution.

Ramco Systems :

Based in Chennai, Ramco Systems is an Indian ERP provider renowned for its cloud-based ERP software. Ramco offers modules for finance, HR, supply chain, manufacturing, and more, targeting various industry verticals. Their ERP solutions emphasize mobility, automation, and analytics, enabling businesses to make informed decisions and achieve operational excellence. Ramco provides comprehensive support, an easy implementation process, and regular software updates, ensuring a smooth ERP experience for organizations.

Infor India :

Infor, a global provider of industry-specific ERP solutions has a strong presence in the Indian market. Infor India offers comprehensive ERP modules tailored to specific industry verticals such as manufacturing, healthcare, hospitality, and more. Their solutions focus on process efficiency, supply chain optimization, and customer engagement. With an intuitive interface and robust functionality, Infor ERP empowers businesses to drive growth, enhance productivity, and respond swiftly to market demands.

Epicor India :

Epicor is a renowned ERP provider offering industry-specific solutions designed to meet the unique needs of organizations. Epicor India's ERP modules cater to manufacturing, distribution, retail, and services sectors. Their solutions enable businesses to streamline operations, improve customer experiences, and gain actionable insights through advanced analytics. With a strong focus on automation, scalability, and digital transformation, Epicor empowers Indian businesses to compete effectively in a rapidly evolving market.

IFS India :

IFS, a global leader in ERP software, serves businesses across various industries in India. IFS India's ERP solutions encompass modules for enterprise asset management, field service management, manufacturing, and more. The company emphasizes functionality, flexibility, and usability to ensure seamless adoption and improved operational efficiency. With their customer-centric approach and industry-specific expertise, IFS empowers organizations to optimize processes, enhance productivity, and achieve growth objectives.

Sage India :

Sage is a leading provider of ERP solutions, offering modules for finance, accounting, inventory management, and more. Sage India's ERP software caters to small and medium-sized businesses, providing them with robust tools to manage core business functions effectively. With a focus on simplicity, customization, and scalability, Sage empowers organizations to streamline operations, gain better financial visibility, and make informed decisions. Sage's commitment to customer support and continuous innovation has earned them a strong reputation in the Indian market.

Conclusion :

Selecting the right ERP provider is a crucial decision for any organization aiming to streamline operations and drive growth. The top 11 ERP providers in India, such as SAP India, Oracle India, Microsoft Dynamics 365, Quickensol IT Solution, Tally Solutions, Zoho ERP, Ramco Systems, Infor India, Epicor India, IFS India, and Sage India, offer diverse ERP solutions tailored to meet specific industry requirements. These providers empower businesses with advanced features, scalability, robust support, and seamless integration, enabling them to optimize processes, make data-driven decisions, and achieve their growth objectives. Careful evaluation of business needs, industry focus, and the unique capabilities of these ERP providers is essential to select the best fit for organizational success.

#erp #erpsystem #erpsolution #quickensol #quickensolsoftwaresolution #erpproviders #erpprovidersinindia

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congruentx · 2 years

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Deploying Project Operations in Dynamics 365 CRM

Did you know that Dynamics 365 Project Operations provide multiple models of deployment - you can determine your deployment type as well. For determining which regions support deployment of project operations, check ‘Geographical availability for Dynamics 365 and Power Platform report’. Click on ‘View Report’ followed by,

Click on Dynamics 365

Operations App

Dynamics 365 Project Operations

After which you will be able to view the supported regions.

As advised by firms offering Dynamics CRM consulting services, it is best to know about the different types of deployment. Whether you are a new user or an existing one, Dynamics 365 Project operations an impressive number of deployment types to suit your requirements. Microsoft even provides a deployment questionnaire that will help you determine the right deployment, leading you towards one of the following types,

Lite Deployment

Project Operations for Resource/Non-stocked Scenarios

Project Operations for Stocked/Production Order Scenarios

Installing Project Operations in a New CDS Environment:

Head over to the PowerPlatform Admin Center, create a new CDS environment and enable both the CDs database as well as the Dynamics 365 applications. Click on ‘Microsoft Dynamics 365 Project Operations’ from the deployment list of Dynamics 365 applications.

As a new user, it is vital to remember the importance of an environment as well as the multiple options available for creating one like,

One can opt for creating an environment with help of a dataverse database

One can also opt for creating an environment without any dataverse database

However, it must be considered that for creating an environment with a database it is a prerequisite to have 1GB database capacity available.

An environment serves as a space for storing, managing and sharing a company’s business data, applications, workflows. It also acts as a container for separating applications with different roles, target audiences or security requirements. One can easily provision a new environment based on the available capacity.

Installing Project Operations in an Existing CDS Environment:

Firstly head over to the PowerPlatform Admin Center, locate the environment where you would like to install Dynamics 365 Project Operations.Then, start installing ‘Microsoft Dynamics 365 Project Operations’ from the deployment list of Dynamics 365 applications.

Interestingly, users of Dynamics 365 can now use the Microsoft Power Platform Admin Center for installing, configuring and managing Dynamics 365 applications that run on the Microsoft Dataverse - applications like Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing and even the ones bought from Microsoft AppSource that required Dynamics 365 licenses of any of these. Firms offering Dynamics CRM consulting services often advise users to manage their applications from either the tenant-level view of applications or the environment-level view of applications.

However, it is important to note that one can install as well as manage Dynamics 365 applications only in an environment created using a database with the Dynamics 365 applications enabled while the environment was being created. Also, a valid Dynamics 365 license is needed for enabling the Dynamics 365 applications during the environment creation processes.

#dynamics crm consulting #dynamics 365 project operations #congruentx

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