Double data entries plague many professional services firms. By having to rely on manual processes, the risk of erroneous or duplicated data increases, not to mention that your employees waste time on fastidious processes when they could instead focus their energy where it’s really needed. These five features will help your professional services eliminate double data entries for accurate information, streamlined processes, and better decisions. Integrated timesheets With a timesheet application integrated to projects, the information entered by employees is pushed automatically to the project module. This means that project managers have access to accurate details as soon as they become available, without having to reenter the information into the system. Automated invoicing Look for an invoicing module specifically designed for professional services. By automating rate calculations, you will cut down on manual processes. This will free up your financial team and accelerate your invoicing cycle, ensuring that invoices are sent to clients in a timely manner. Real-time reports Accurate, real-time data is essential for professional services firms, but obtaining the reports you need can be a struggle. Managers often have to request the information from other departments, and by the time they obtain the reports, the information is already out of date. By automating your processes, you can get the reports you need instantly. Resource planning A resource planning module should be essential for professional services firms to optimize their employees’ workloads and utilization rates. Instead of manually going over your employees’ schedule, benefit from visibility on their availabilities and manage your projects more efficiently. Estimation module Instead of having to create your quotes and estimates manually, an integrated estimation module can help you build your estimates with the data that has already been entered into your project module. This way, there’s no need to enter the same information more than once, and the documents submitted to your clients will be up-to-date and accurate. Just these five features can greatly cut down on manual processes and double entries. Look for a fully integrated project-based management platform such as JOVACO Project to benefit from features specifically designed for professional services firms. The members of your staff will then be able to focus on tasks where their skills are most valuable instead of wasting time on manual entries. For more information, read our article to learn how professional services firms can solve their pain points with a project management solution . By JOVACO Solutions, Microsoft Dynamics ERP specialists in Quebec About JOVACO Solutions JOVACO Solutions is a leading ERP and CRM solution provider operating for over 35 years. As a specialist of Microsoft Dynamics business management solutions, we offer a wide range of products and services to meet all the needs of professional services firms and project-based organizations. We also offer specialized project management tools and timesheet add-ons fully integrated to Microsoft Dynamics solutions. Visit our website or contact us for more information. The post No more manual entries! 5 features for professional services appeared first on ERP Software Blog . Related posts: Professional services firms: solve your pain points with a project management solution Services professionnels: Résoudre vos problèmes avec une solution de gestion de projet Top Challenges for Professional Services Firms with a Matrix Organizational Structure
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Blog Post: No more manual entries! 5 features for professional services
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Forum Post: RE: Which form pattren should be used for the below mentioned from design ?
Hi Ringchan967, Can you add a screenshot to illustrate the issue with the current pattern?
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Forum Post: RE: Duplicate Payment Journals created on Post Statement
Hi Umair, It is not allowed to delete ledger transitions. You would need reversing entries for them. You should have someone knowledgeable available to analyze the details in your environment and suggest the best way to go forward. If you don't have the knowledge in-house, you can consider hiring someone.
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Forum Post: RE: LCS Login Error
Hello Hector, I am facing the same issue and hence cannot access my implementation project on LCS. Was there anything that worked for you? Thanks, Swetha K Desai
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Forum Post: RE: LCS Login Error
Hello Andre, This resolution did not work, Tried the link you gave in incognito and still the same. Any other suggestion to get past this error will be of help Thanks, Swetha K Desai
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Forum Post: RE: The model element has not been successfully compiled. Include it in the current project before attempting to compile again
What is the common reason for this error sir?
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Forum Post: RE: LCS Login Error
Hi Swetha, Can you explain what you mean with 'did not work'? What error do you get?
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Forum Post: RE: How to create service for reading customer data from external team - AX2009
An application programming interface (API) is an extremely wide term - it can mean alsmost anything. If you have no more detailed requirementsm then AIF meets that, because it does offer several means. For example, you can call it over SOAP web service, use BizTalk adapter or utilize a message queue. You could also utilize Business Connector. If you have more detailed requirements and you're unable to decide what to do with them, please share them with us. Unfortunately you're working with a very old version of AX and you won't find too many materials abouit it anymore.
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Forum Post: RE: The transactions on voucher XXXX do not balance as per . (accounting currency: $ - reporting currency: $)
I am getting this error on Cancel Payment on Customer Transaction Form. anyone has any idea why this error? Voucher Entry is GL Account Dr Customer Cr
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Forum Post: Right edge of paper exceeded on page 1 in Picking list - Report, 1 mm from top.
Hi, I am facing this message when I try to run the Picking list report. Please assist. Regards, Ram
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Blog Post: Win at B2B e-commerce by preparing for these trends
B2B e-commerce continues to change. It’s becoming increasingly digital, increasingly self-serve, and increasingly global. And it’s growing; according to a report by Digital Commerce 360 , B2B e-commerce sales increased 17.8 percent in 2021, from $1.39 trillion in 2020 to $1.63 trillion in 2021. Early adopters of B2B e-commerce platforms were industry leaders. But these days, it’s not enough to simply have e-commerce. To stay competitive, successful companies can’t just rest on their laurels—they need to continue to modernize to keep up. In this article, we provide a glimpse of the B2B e-commerce trends you need to understand. Then, we provide strategies for continuing to modernize your web store and e-commerce platforms. The current landscape of B2B e-commerce It’s not easy to forecast the future, but some B2B e-commerce trends look like they’re here to stay. Suppliers ignore these at their peril. B2B buyers are changing. B2B buyers are no longer satisfied with glitchy online shopping experiences. They’re looking increasingly like B2C consumers—they want superb customer service, an attractive web store platform, accurate product information, and a seamless ordering experience . Learning from data. E-commerce platforms are providing B2B suppliers with the data they need to optimize marketing, customer experiences, supply chain management, and ultimately sales. Companies are implementing advanced analytic tools, like Sana Commerce Insights , to obtain insights that help them optimize performance. Customer data platforms (CDPs). CDPs integrate and combine all your customer data into a single platform. Companies are increasingly using these massive platforms to centralize their data and use it more efficiently to improve their marketing and customer communication. Some estimate that 37 percent of B2B companies are now using a CPD—and that figure is growing. Personalized and contextual pricing. With more advanced e-commerce platforms, it’s much easier to offer different prices to different customers or adjust prices to match competitors. This is becoming increasingly popular as companies try to optimize their profits and offer prices that meet the needs of their different customers. Strategies and tactics for e-commerce Given those trends, how can you keep your business at the leading edge of B2B e-commerce and ensure you’re taking advantage of emerging opportunities? Here are some of our top strategies. 1. Simplify the buying experience Older e-commerce sales workflows sometimes unintentionally introduce friction. For example, they may require sales reps to finalize each order. Or, status updates and shipping information may have to be provided manually. They may also involve third-party intermediaries. Long, complex supply chains can create worse experiences for customers and create sales barriers. It's time to shrink and simplify the supply chain. Aim to create effective self-serve buying options that can be completed without sales reps. Automate approvals, status updates, and shipping information as much as possible. When you simplify the buying process, you’ll reduce the administrative burden for both you and your customers and improve the customer experience. 2. Give sales reps higher-value work Automating your order process will free up some time for your sales reps. They can spend less time completing orders, less time sending reminder emails, and less time on follow-up calls. The time they save on these more mundane tasks can be used for higher-value work like identifying new leads, nurturing existing leads to boost conversions, or working with at-risk customers to reduce churn . This higher-value work will help you expand your sales and improve your bottom line. 3. Use data to improve your marketing and buying process You can’t ignore data anymore—effective data analytics is critical to B2B e-commerce success. It can help you develop personalized customer experiences and help you more effectively target your marketing and sales efforts. Now is the time to invest in data analytics. Start by identifying customer characteristics and signals that are associated with positive behaviors, like increasing order volumes or re-ordering more often. Then create a system where you can pull data about those characteristics and signals from your e-commerce platform into a dashboard to monitor. Sana Commerce Insights is one sophisticated analytics tool that easily plugs into your Sana Commerce Cloud e-commerce platform to help you leverage your customer data. In addition to data about customers, make sure you’re also collecting data from customers. In other words, track your customer feedback. Customers tell you what they are looking for and how you can improve your service. Use a customer feedback management tool to collect and organize this feedback. Then use it to create more effective content, create more personalized service, and improve customer experiences. 4. Use your e-commerce platform to test market ideas Your e-commerce platform can provide you with valuable product data as well as customer data. It can be an extremely valuable tool for identifying product opportunities in the market and for testing new products ready for launch. For example, you could launch pre-sales for a potential new product to gauge interest. Understanding how willing your current customers are to buy that new product can help you determine whether it’s worth manufacturing on a larger scale. 5. Plan for scale B2B e-commerce is growing. You will be best served by an e-commerce platform that can scale with you. That might mean having the ability to expand to include new product lines and brands, accommodate sales in different countries, or even enable your platform to be used in multiple languages and with many different currencies. Even if your company is not planning to extend beyond your local market yet, it’s a good idea to plan for that possibility. It’s increasingly easy for businesses to source their supplies internationally. Building your web store on a platform that is easy to scale will help you access these international customers when the time is right. Your B2B e-commerce platform supports future success The trick to winning at B2B e-commerce is ensuring your infrastructure empowers you to keep up with your competitors. The right platform gives you the tools you need to provide a sleek purchasing experience, execute targeted marketing campaigns informed by data, personalize your customers' experience, and scale up your web store when you need to. Finding the right platform is key. Sana Commerce Cloud is the only e-commerce solution that integrates directly into your ERP. It’s built to enable business evolution and foster lasting customer relationships. Request a demo to see how this platform can help you keep up with the latest B2B e-commerce trends and future-proof your business. The post Win at B2B e-commerce by preparing for these trends appeared first on ERP Software Blog . Related posts: Reinvesting in Your ERP Systems: Why Now is the Time Microsoft Dynamics BI Blog #1 - BI Analysis Cubes Differentiate ERP Analysis How to profit even more from your online presence
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Forum Post: Personnel number need to update from excel templates fromfor customer in AX 2012 R3
Hi all, I have excel template. It contained Customer Account no and Personnel number. I needs to update personnel number based on the customer account For example- Suppose I have customer C0001 and Personnel number 900 In AX. In excel templates, suppose C0001 , Personnel number 300 So, I have to update 300 for customer C0001. Kindly send me the query please. Please give me more shed on this
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Forum Post: RE: Creating 3 rows with default values on Form (Route)
Hi Martin, Thanks for the response. The scenario I have is that users need to create a new route in AX, but they also need to add/delete operations on that route. So for instance an engineer would create a new blank route, for this the first 3 records will always be the same with default values. However they still need the option to add more operations to that route so they will need to keep the functionality of creating new operations. I just want to save them some time by having a button on the form that if they press, it will populate the first 3 rows and save them time. Does that make sense? I'm fairly new to the development side of things so any pointers on what methods to use or overwrite would be very much appreciated. Thank you
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Blog Post: Mass deploying Commerce Sealed Installers
Table of Contents Introduction Store Commerce app Packaging the application Uploading the application Deploying the application Uninstalling the application Troubleshooting Absent prerequisites Introduction Here I will go through basics of leveraging Microsoft Intune to deploy Commerce Sealed Installers in a mass fashion and will not go through details of enrolling into Intune since it is well covered by the Intune's documentation . Given all Sealed Installers are .NET based Console Applications, all of them will be Intune deployed by relying on Win 32 apps . I will go through the deployment of Base Installers but the same steps can be reused to deploy the Extensions. Store Commerce app Packaging the application 1. Download the require version of the Store Commerce Base Installer from LCS Shared Asset Library , I will use the version 10.0.27: I will place the file into the folder C:\Temp\Intune\Installer_10.0.27. 2. Download IntuneWinAppUtil.exe as explained in Prepare Win32 app content for upload into the folder C:\Temp\Intune . 3. Run the utility: IntuneWinAppUtil -c Installer_10.0.27 -s StoreCommerce.Installer.exe -o IntunePackages\10.0.27 Upon successful completion: it will generate the file StoreCommerce.Installer.intunewin in the folder C:\Temp\Intune\IntunePackages\10.0.27 Uploading the application 1. Navigate to https://endpoint.microsoft.com/ and click Apps -> Windows -> Add. 2. In the combo box App Type select Windows app (Win32) and then hit Select button. 3. Click the link Select app package file StoreCommerce.Installer.intunewin from the folder C:\Temp\Intune\IntunePackages\10.0.27 and hit OK button. 4. Now we need to populate required fields with data if they are not populated yet. Unless you want to change - leave default values in the pre-populated fields. I will keep defaults and will provide Contoso for the Publisher and 10.0.27 for the App Version . This is how the tab App Information looks like with all required fields populated: Once you hit Next button the wizard will advance to the Program tab. 5. In the Install field type: StoreCommerce.Installer.exe install --Verbosity Trace In the Uninstall field type: StoreCommerce.Installer.exe uninstall --Verbosity Trace 6. For the Install Behavior field I will use the value User . Keep the rest defaults and hit Next button to switch to the Requirements tab. 7. For the Operating system architecture select 64-bit. 8. For the Minimum operating system I will select Windows 10 1803 based on the prerequisites . Hit Next to switch to the Detection Rules tab. 9. In the Rule format select Manually configure detection rules -> Add -> (Rule Type)->Registry 10. In the Key Path paste: Computer\HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Dynamics\Commerce\10.0\Store Commerce\Configuration 11. In the Value name type: InstallationRootDirectory 12. In the Detection method select Value exists . Leave the rest with the defaults: Hit OK -> Next . 13. The Intune enabled machine I use already has all the prerequisites so I will make no changes at the Dependencies tab but if your situation is different you might want to setup this tab by following the embedded documetnation. I will also make not changes at the next tab - Supersedence (preview). 14. At the Assignments tab I will configure the app as required for all users by clicking the link Add all users under the Required section: And will keep default values for the rest. This will effectively make the Store Commerce app required for all users. 15. At the Review + create tab make sure everything has the values you expected and if so hit Create button. This is the Intune documentation explaining setup for Win32 apps in details. Deploying the application Once the above application was setup in Intune it will be installed on Windows devices, to speedup the process you can ask a user to re-login, once the user is signed out and then signed-in, wait for few minutes and the app will be downloaded and installed: Upon successful installation there will be proper notification: as well as the application's icon on the Desktop. Uninstalling the application If you want to uninstall the application for some or all users, Edit the application's Assignments section and Remove the line you added earlier to the Required section: Then, under Uninstall section, click a corresponding link, in my case I want to uninstall it for all Users so I clicked "Add all users": As with the Install, once the machine is restarted, wait for some time once the user is logged in and the uninstall will begin: Troubleshooting If anything goes wrong while deploying an application into a machine, you will see warning indicators for a problematic device, to check the deployment status navigate to Home -> Apps and you will be presented with the list of the apps and indications if there are any failures: Here we can see that I have 2 Applications of type Windows and there are 2 installation failures. Double clicking on the StoreCommerce.Installer will transfer me to that app details: Double clicking in User status leads to the per-user details: Lastly, clicking on the user moves us to the details we are looking for: Revealing the error " The system cannot find the file specified " which might take place if I specify wrong executable file name while providing an Install Command, for instance, that error would be seen if I forget an .exe extension: StoreCommerce.Installer install To rectify this issue I need to use the file name with an extension: StoreCommerce.Installer.exe install Absent prerequisites Deployment might fail if the Sealed Installer prerequisites are not installed prior installing the application. For instance, default Windows 10 installations have Restricted Powershell Execution Policy which doesn't allow running scripts but, for instance, StoreCommerce Installer depends on the ability to execute PowerShell script. So, if you will try to deploy StoreCommerce on the machine where the Execution Policy is restricted, the deployment will fail: The error in Intune will not really, at this time, bring much insights: So we will need to look into the log on target machine which is located under %PROGRAMDATA%\Microsoft Dynamics 365\10.0\logs in the folder whose name starts with Store Commerce_ . In case of the aforementioned PowerShell Execution Module policy issue the error in the log file will be: To address it, execute on that machine powershell Set-ExecutionPolicy RemoteSigned
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Forum Post: Insufficient inventory transactions with status picked
I am trying to register this invoice gives me this error in the past you resolved it by marking the transactions with your sales order. Inventory -> Marked but they are not marked correctly because the item has no sales order sales orders are created automatically when the items are received but in this case nose because they are not created. Help plis.
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Forum Post: RE: Multiple approvers in workflow
Hi Ramit I did Escalation setup as under but could not get the notification or email. Can you please help me out. I want to generate the escalation if the person who got the Work item and they will not take any action.
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Forum Post: Production BOM - Released quantity has small decimal values remaining after resetting status to Created
We have noticed that on some items there seems to be some decimal precision issues that occur when you Report as finished the quantity a few times, there are some items that when we perform Report as finished, the Released quantity has small decimal values remaining, which causes the issue where we cannot cancel/delete the production order. Is anyone familiar with this issue?
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Forum Post: RE: Creating 3 rows with default values on Form (Route)
In that case, you'd quickly see the flaw in your code, because you're trying to add those three records every time when a new record is created, i.e. every time when an engineer tries to add a new operation. Clearly running your code on record creation is a mistake. Use a regular button, override its clicked() button (if it's a standard form, use an event handler or a control extension) and call a method with your code from there. Don't use any command button. By the way, think about what will happen if the button is pressed for second time. Maybe you want to check whether the records exists before creating them.
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Forum Post: RE: Right edge of paper exceeded on page 1 in Picking list - Report, 1 mm from top.
Hi, Check this thread. community.dynamics.com/.../75283
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Forum Post: How can I iterate over all the datasources on the PurchTable form?
I added an Enum type field that has the Open and Blocked values and I want the fields not to be editable for all PurchesOrders with Blocked status.
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