Optimize your supply chain with priority-based planning

Optimize your supply chain with priority-based planning

This article is contributed. See the original author and article here.

In supply chain management, when you have an urgent demand, you want it to be prioritized across your planning system. The ability to enable such a broad, yet flexible factor as prioritization, is now available in Dynamics 365 Supply Chain Management.

Priority-based planning can help businesses optimize their supply chain while increasing service levels and reducing inventory levels. The 2021 release wave 2 includes a public preview of this feature for the Planning Optimization Add-in for Dynamics 365 Supply Chain Management.

Benefits of priority-based planning

This feature adds support for demand-driven planning, which is one of the five steps related to demand driven material requirements planning (DDMRP). With priority-based planning, the optimization of supply to cover demand is based on priorities, not requirement dates, which are used in classic material requirements planning (MRP).

Priority-based planning lets you prioritize replenishment orders to ensure that urgent demand is prioritized over less important demand. For example, a stockout replenishment order will be prioritized over a standard refill replenishment order.

On top of this, the system can automatically split large refill orders into separate, smaller orders, with different priorities assigned to each order. This approach provides coverage of the critical portion of an inventory refill, instead of simply refilling warehouses to maximum with a single supply. This minimizes the risk of stockout by optimizing the use of available supply.

Another benefit of priority-based planning is that priority can be used to compare the importance of relevant orders across products and locations during execution planning.

Broad impact of the planning priority value

The new field, Planning priority, is now available for purchase orders, sales orders, transfer orders, planned orders, and forecast lines. This value is the backbone of priority-based planning; it is used to define the importance of demand and supply.

Planning priority is typically defined by the master planning calculation related to a planned order, or by a default value when manually created. Users can modify the planning priority value when needed. For example, it might be important to adjust the value to honor the importance of a critical sales order. For intercompany orders, the planning priority value is kept in sync between linked purchase and sales orders to ensure transparency of cross-legal entities.

Flexibility with the Priority coverage code

By using the new coverage code of Priority, you can control when Planning Optimization uses planning priority during pegging. This will calculate the derived planning priority on planned orders based on inventory levels and demand priority constraints.

This addition makes possible a flexible approach with a mix of 1) classic date-driven MRP using coverage codes of Min/max, Period, or Requirement, together with 2) item coverage using the new priority-driven approach defined by use of the Priority coverage code.

Planning priority models

The user-defined planning priority models enable a variety of options. One option is to do a standard DDMRP priority calculation, based on projected on-hand supplies as a percent of maximum (see “% of maximum” in the following graphic). However, another option is to use specific planning priority values, based on priority ranges (see “Zone grouping” below).

Chart showing automatically calculated planning priority

With priority ranges, you can also choose to split planned orders according to the priority ranges. This ensures that available supply is distributed based on the risk of stockout. With this approach, you seek to fulfill the demand quantity to reach maximum inventory level by creating multiple planned orders, each with individual planning priorities. During firming, it is possible to group planned orders based on priority to limit the number of actual orders to process.

In supply management, sometimes your projected on-hand inventory will reach a critically low level because less important demand orders are repeatedly delayed. Eventually, this triggers a high-importance supply request. When you enable the Consider demand priority setting, a new planned order supply will never be assigned a planning priority that is more important than the demand that triggered the supply. This lets you balance the importance of supply when refilling stock levels in a supply chain with inventory buffers.

How to get started with priority-based planning

  • Enable the Planning Optimization functionality. For more information, see Get started with Planning Optimization.
  • In Feature management, turn on “(Preview) Priority driven MRP support for Planning Optimization”. For more information, see the priority-based planning documentation.
  • Set up your first planning priority model to control the planning priority calculation and the default value of planning priority on new orders and forecast lines.
  • Set up a coverage group that includes your planning priority model.
  • Ensure that at least one product includes item coverage with coverage code Priority.
  • Add the planning priority fields prominently to relevant forms like planned orders.
  • Run master planning and try out the planning priority model setup to see the impact on the calculated planning priority on planned orders.

Next steps

Watch this video about the highlights of priority-based planning: Planning optimization support for priority-based planning in Dynamics 365 Supply Chain Management.

The post Optimize your supply chain with priority-based planning appeared first on Microsoft Dynamics 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Break down data silos with an integrated manufacturing solution

Break down data silos with an integrated manufacturing solution

This article is contributed. See the original author and article here.

Manufacturers often have manufacturing execution systems (MES) to control their manufacturing, machine equipment, and personnel, however it can be a challenge to reconcile such systems with enterprise resource planning (ERP) systems like Dynamics 365 Supply Chain Management.

There can be a number of reasons for setting up a custom MES tailored to the specific requirements of a manufacturer, or to the vertical industry that they are a part of. Conversely, many manufacturers have found it difficult to merge such systems with their ERP systems.

In this post, we’re going to look at the most common challenges of integrating the two systems and learn how integrating them can give you visibility into the production floor.

Common integration challenges

Integrating an MES with an ERP system, such as Dynamics 365 Supply Chain Management, can present a number of challenges.

  • Cost: The integration effort usually takes a long time, meaning a lot of development expense. This cost might be more than the client was expecting.
  • Debugging and traceability: When two different systems are connected, it is usually cumbersome to debug and troubleshoot any issues. There might be unclear error messages when specific data is not synced or if any validation fails.
  • Persona-targeted notifications: In case of any integration issues, it can be difficult to notify the appropriate person or team. Even though a single person might have overall responsibility for the integration, there could be a delay before the correct party is identified for a specific issue.
  • Archive and replay signals: When there is a failure in incoming or outgoing data, you usually need to replay a signal. This can be difficult to do if it is not implemented in the integration.
  • Out-of-order deliveries or multiple deliveries: Each system has its own set of deliveries and releases. Delivery updates can come at different times, and updates in one system should not affect the other. Such synchronization can be a challenge for an integration.
  • Spikes: It is the nature of work on the production floor for there to be spikes in signals, such as many reports being finished within a short time frame. It is essential for the integration to be able to handle such spikes.
  • Limited reusability: Once the integration is completed, it is usually specific to the two systems. When another production site is involved, a whole new integration implementation might be needed.
  • Data silos: Data is likely to exist in both systems, but the data might not be in sync. This consistency is needed to give an accurate view of production orders and their state on the shop floor.

Keep data current in an integrated solution

In an integrated solution, data exchange is fully automated and near real time, which keeps data current in both systems and eliminates the need for manual data entry.

For example, when material consumption is registered in the MES, the integration ensures that the same consumption is also registered in Dynamics 365 Supply Chain Management. This means up-to-date inventory records are available to other processes, such as planning and sales.

To help customers with these integration challenges by building a true connection, we’re releasing a fundamental tool for building this integration. To learn more, see the Supply Chain Management documentation, Integrate with third-party manufacturing execution systems. The following screenshot shows a monitoring dashboard for messages in Dynamics 365 Supply Chain Management.

Monitoring dashboard for messages in Dynamics 365 Supply Chain Management.

These integration components are generic and can be used with any MES provider. Currently, both Aegis Factorylogix and Oqton provide integrations to Dynamics 365 Supply Chain Management. Let’s hear from them on the advantage for manufacturers to having both systems integrated.

Jason Spera, CEO and co-founder of Aegis Software states:

With Dynamics 365 supporting modern Smart manufacturing from the ERP perspective, Aegis’ FactoryLogix, as a fully complementary MES solution, provides the real-time, surgical precision required for visibility and execution of manufacturing, synchronized through Microsoft’s API-based Smart supply-chain interface.

Aegis’ IIoT-based MES platform orchestrates execution of ERP work-orders in real-time, across highly complex and technical assembly, test and inspection stations, with exact material, product and process traceability that satisfies the most stringent quality assurance requirements. The feedback of live operational data enhances ERP by providing detailed, accurate and timely information related to completions, material consumption and much more.

Oqton supports manufacturers with the optimization of their end-to-end workflows and continues to demonstrate that it can meet the challenges of any production processes, including additive manufacturing and post processing. The Oqton platform has been successfully deployed in demanding vertical sectors such as dentistry, healthcare, biotech, aerospace, and automotive. Agnostic in terms of hardware and software, the Oqton platform works across the entire ecosystem, while being modular in nature and interoperable with other systems. This is why it integrates so well with Dynamics 365 Supply Chain Management to offer a comprehensive solution for users.

According to Oqton CEO, Ben Schrauwen:

The integration of Oqton and Dynamics 365 offers a high level of production management, efficiency and productivity for manufacturers. The automation capabilities enabled and optimized by Oqton for the production workflow complements Dynamics 365 Supply Chain Management to ensure manufacturers are in complete control, which is more important now than ever before.

Gain visibility into your manufacturing

When you are able to integrate your MES and ERP systems, you can enhance the visibility into your manufacturing floor The new manufacturing execution systems integration from Dynamics 365 Supply Chain Management helps you to address the challenges of such an integration and break down your data silos.

Next steps

If you are planning on building an integration between Dynamics 365 Supply Chain Management and your MES, or you want to improve your existing one, learn more in the documentation.

The post Break down data silos with an integrated manufacturing solution appeared first on Microsoft Dynamics 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

CISA Issues BOD 22-01: Reducing the Significant Risk of Known Exploited Vulnerabilities

This article is contributed. See the original author and article here.

CISA has issued Binding Operational Directive (BOD) 22-01, Reducing the Significant Risk of Known Exploited Vulnerabilities, to addresses vulnerabilities that establishes specific timeframes for federal civilian agencies to remediate vulnerabilities that are being actively exploited by known adversaries. To support this Directive, CISA has established a catalog of relevant vulnerabilities. This catalog will be updated regularly, and organizations can sign up for notifications when new vulnerabilities are added.  

CISA strongly recommends that private businesses, industry, and state, local, tribal and territorial (SLTT) governments prioritize mitigation of vulnerabilities in CISA’s Directive and sign up for updates to the catalog.  

CISA urges organizations to review BOD 22-01 and the Fact Sheet for more information.

CISA Issues BOD 22-01: Reducing the Significant Risk of Known Exploited Vulnerabilities

This article is contributed. See the original author and article here.

CISA has issued Binding Operational Directive (BOD) 22-01, Reducing the Significant Risk of Known Exploited Vulnerabilities, to addresses vulnerabilities that establishes specific timeframes for federal civilian agencies to remediate vulnerabilities that are being actively exploited by known adversaries. To support this Directive, CISA has established a catalog of relevant vulnerabilities. This catalog will be updated regularly, and organizations can sign up for notifications when new vulnerabilities are added.  

CISA strongly recommends that private businesses, industry, and state, local, tribal and territorial (SLTT) governments prioritize mitigation of vulnerabilities in CISA’s Directive and sign up for updates to the catalog.  

CISA urges organizations to review BOD 22-01 and the Fact Sheet for more information.

FTC returns $60 million that Amazon illegally took from Flex drivers

FTC returns $60 million that Amazon illegally took from Flex drivers

This article was originally posted by the FTC. See the original article here.

Amazon Flex drivers, watch your mail. The FTC just sent almost $60 million in checks and PayPal payments to eligible drivers who had their tips illegally taken by Amazon.

When customers placed orders through Amazon’s Prime Now or AmazonFresh services, Amazon asked “How much do you want to tip the courier?” Amazon told customers and drivers that “100% of tips are passed on to your courier.” But according to the FTC, from late 2016 through August 2019, Amazon illegally pocketed a big percentage of those tips.

The FTC just sent 139,507 checks totaling $59,428,878 and 1,621 PayPal payments totaling $171,715 to Amazon Flex drivers. Drivers who had $5 or more illegally taken by Amazon will get 100% of their tips returned to them. The highest award amount is $28,255 with an average of $422.

Here is more that drivers need to know:

  • Deposit or cash your check by January 7, 2022. If you have a question about your payment, call 1-800-654-8874.
  • Drivers getting checks of $600 or more will get a 1099 tax form with their payment. You should report this income on your 2021 tax return.
  • Visit www.ftc.gov/AmazonFlex for important information about your check.

Drivers also should know that scammers sometimes try to target people eligible for payments by impersonating the FTC and asking for money or account numbers. To protect yourself, remember that the FTC will never require you to pay upfront fees and won’t ask you for sensitive information, like your Social Security number or bank account information. If someone claims to be from the FTC and asks you for money, it’s a scam.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Introducing Microsoft Customer Experience Platform: A solution for connected customer experiences

Introducing Microsoft Customer Experience Platform: A solution for connected customer experiences

This article is contributed. See the original author and article here.

Engaging with customers in today’s world is multifaceted, spanning everything from generating that initial spark of interest, to closing a sale and nurturing the relationship, to delivering exceptional ongoing service and support. Today, those experiences are often disconnected, and customer relationships are fragmented. On top of that, our expectations as customers have risen dramatically.

We expect that brands know enough about our preferences to provide high-quality interactions with us. We also prefer our experiences with a brand to be personalized and consistent across every touchpoint. However, this expectation is met with our own wariness about sharing personal information and fear that our data will be misused, or that we will be inundated with a barrage of advertisements, emails, and intrusive outreach. Yet, it is a balance, and most of us are receptive to content that is relevant to us at the right moment.

As we’ve worked with large enterprise customers around the world, their marketing leaders consistently stress that to meet today’s customer expectations and deliver privacy-aware, consent-enabled personalization, they need insights from multiple, diverse data sourcessomething they struggle with because data about their customers is often locked in silos.

This is why we are introducing the Microsoft Customer Experience Platform, a customer engagement solution that gives you control of your customer data to deliver connected experiences. With full ownership of your data, you can connect directly to your customerson your own terms. Rich out-of-the-box AI and insights enable you to better predict customer intent, accelerate your time to market, and deliver the right content on the right channel at the right moment. And, with AI-orchestrated journeys, you can engage your customers in powerful new ways, delivering connected experiences across every customer touchpoint.

Own your customer relationships

As the industry faces the imminent deprecation of third-party cookies and the continued fragmentation of digital identities, having a strong customer data platform is essential. Marketers need to build holistic customer profiles and protect them with robust privacy and security controlsall in real time. With Microsoft Customer Experience Platform, you can power customer data unification and understanding, enrich customer data with privacy-friendly insights from multiple sources, and ensure compliance, all while honoring your customer’s consent.

Data privacy and security, especially in the pharmaceutical industry, is top of mind for companies and customers alike. This is the reason Walgreens and Boots Alliance, Inc. chose Microsoft to gain a unified, 360-degree view of their customers and deliver a world-class digital experience. Using Microsoft Dynamics 365 Customer Insights, Walgreens and Boots Alliance, Inc. is now able to deliver more engaging and tailored healthcare and shopping experiences, while protecting the privacy choices of patients and customers.

Create raving fans

Driving down customer acquisition costs and increasing lifetime value is a top priority for every business. And today’s marketers need granular data, scalable technology, and sophisticated analytics to achieve these goals. AI makes it easier to identify trends and insights to reveal new opportunities, but the average campaign led by data sciences can take months to execute, with a large portion of this time spent collecting data, cleaning it up, and running predictive models.

The Microsoft Customer Experience Platform helps you understand the intent, journeys, and behavior of customers on your web and mobile properties to optimize funnels and trigger personal experiences. With Microsoft, marketers have access to powerful out-of-the-box AI and pre-built models to predict key customer attributes like lifetime value, churn, lookalike, and interests, all designed to accelerate your time to market and deliver results.

Chipotle serves millions of customers a year and wanted to gain a deeper understanding of individual customer preferences and how they change over time. They needed to put multiple sources of customer data to work for them, including a loyalty program with more than 17 million members, point-of-sale data, a customer care center, and digital platforms. To accomplish this, Chipotle needed a comprehensive customer data platform to drive business insights and improve their return on marketing efforts. Today, Chipotle can gather and analyze longitudinal data in a more effective way to track key performance indicators such as repeat visitors, customer lifetime value, and customer sentiment. With greater insight into customer behaviors and marketing analytics, Chipotle can now directly target customers with messages that appeal to themat times when they’ll be most receptive.

Engage in new ways

Customers today want real connections with brands that go beyond simple personalization. They want high-quality experiences that improve the way they live and work. To maximize reach and ROI, marketers must think beyond a linear customer journey and connect experiences across marketing, commerce, sales, and service. This requires precise use of customer data, integration into line-of-business applications, and seamless activation across a growing number of customer touchpoints.

The Microsoft Customer Experience Platform provides AI-orchestrated journeys so you can acquire and retain high-value prospects based on their interactions across advertising, email, mobile, social media, custom channels, and in-person touchpoints. With the integration between Dynamics 365 Customer Insights and Microsoft Advertising, you can easily activate your audience segments, expand your target lists with lookalike audiences and auto-generated remarketing. You can distribute these segments into Microsoft Advertising and other ad platforms without barriers, further extending your reach by meeting customers where they are.

Leatherman, the originator and category leader in high-quality multi-tools, pocket tools, and knives, sought a solution to meet their growing D2C (Direct to Consumer) communication needs. Leatherman leveraged customer journey orchestration to curate a more personalized customer journey and to create user experience continuity with their online store. The team was able to create a multi-touchpoint journey which allowed them to engage their customers across their commerce and marketing solutions using real-time custom events. This journey was executed every time a customer signed up or started to check out on their website. This allowed Leatherman to seamlessly activate new customers and to create opportunities for continued engagement along the way.

When decision journeys bring customers to your retail website, Microsoft PromoteIQ helps you monetize that interest. This was the goal when the world’s largest home improvement retailer, Home Depot, partnered with PromoteIQ to enrich customer engagement on its e-commerce site in the U.S. Managing and scaling these vendor-funded digital marketing efforts generated incremental revenue for Home Depot while also giving Home Depot’s vendor partners enhanced marketing controls to drive better conversion, increase visibility and learn from real-time performance insights.

Tap into a rich ecosystem of partners and digital agencies

Microsoft is excited to be working with a growing list of digital agencies to help organizations more efficiently unlock their data, predict customer intent, and deliver impactful end-to-end journeys.

“We are excited about the Microsoft Customer Experience Platform and how Microsoft continues to invest in this space. It has never been more important to have the right capabilities to unlock data to more effectively engage customers, to predict customer intent in the moment, and to deliver connected end-to-end experiences across the entire customer lifecycle.”David Mitchell, CTO, VMLY&R.

“The advantages of digital transformation go well beyond a simple cost-benefit analysis. The announcement today of the Microsoft Customer Experience Platform gives businesses an end-to-end platform that encompasses transformation across infrastructure, data, and artificial intelligence to create real-time predictive customer experiences that create deeper understanding to deliver the right experience and brand behaviors and preferences clients want.”Adam Good, Executive Director, Marketing Technology WPP Australia and New Zealand.

“Over the next few years, we’ll see the impact of the changes we’ve been through. We’re invested in experience because as we move to cloud, we’ll have data to make those experiences equitable, personalized, sustainable, & simple. Microsoft’s CX Platform helps pull it all together to make what’s next.”Jos Reyes, PwC Partner, Chief Creative Officer and Experience Center Leader.

Digital agencies logos: Kin+Carta, VMLY&R, AKQA, Accenture Interactive, pwc, avtex, diva, minerlabs

Learn more

Learn how to create tailored, delightful customer journeys with Microsoft Customer Experience Platform that safely leverage and protect your customer data while inspiring trust and loyalty. We help you get the most out of your data by connecting with customers on your own terms, applying rich AI capabilities to glean the best insights, and engaging in powerful ways across the customer journey.

All of this is made possible with the combined power of products like Microsoft Advertising, Dynamics 365 Customer Insights, Dynamics 365 Marketing, Dynamics 365 Commerce, Microsoft Promote IQ, Microsoft Clarity, Microsoft Azure Synapse Analytics, and Microsoft Azure Purview. Find out more at Microsoft Customer Experience Platform and Microsoft Ignite breakout webinar.


1- PWC, Experience is everything: Here’s how to get it right

The post Introducing Microsoft Customer Experience Platform: A solution for connected customer experiences appeared first on Microsoft Dynamics 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Mitigate disruptions with Dynamics 365 Supply Chain Insights—now in preview

Mitigate disruptions with Dynamics 365 Supply Chain Insights—now in preview

This article is contributed. See the original author and article here.

We are excited to announce the preview launch of Dynamics 365 Supply Chain Insightsto help organizations achieve a supply chain of the futureone that is resilient, sustainable, and capable of sensing, predicting, and mitigating disruptions before they occur.

Recent worldwide supply chain disruptions have resulted in economic losses and missed opportunities that stretch into the billions of dollars. Since the beginning of 2019, nearly 70 percent of supply chain leaders have been constantly responding to disruptions.1If there’s anything the recent supply chain disruptions have taught business leaders in supply chain management, it’s the importance of having a robust, nimble and transparent system that can withstand radical changes in supply and demand, and that can anticipate and flexibly work around such changes before they play out their widescale domino effects. That’s where Dynamics 365 Supply Chain Insights (preview) comes in.

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At Microsoft, the future of global supply chains is being reimagined. Slow digitization of the supply chain is significantly inhibiting organizations from quickly responding to changing customer demand and supply challenges. Dynamics 365 Supply Chain Insights enables organizations to create a digital representation of their physical supply chain and enhance the end-to-end visibility of their entire value chain.

Dynamics 365 Supply Chain Insights breaks down data siloes by connecting and taking inputs from existing enterprise resource planning (ERP) and supply chain systems across the organization. Businesses can further invite suppliers to securely share data and gain visibility into their first, second, or third-tier suppliers.

Dynamics 365 Supply Chain Insights will also be available through Microsoft Cloud for Manufacturing, which is also announced in preview today.

Predict risks

This data is brought into Dataverse and then harmonized using industry data models and enriched with AI-powered news curation, weather, and environmental risk signals from Bing and other third-party sources, such as reinsurers like Swiss Re. The external risk signals are available out of the box without needing to set up any connections.

Risk alert

Generate insights powered by AI

Built on Microsoft Power Platform, Dynamics 365 Supply Chain Insights uses these inputs and creates a digital twin of the supply chain. Using advanced analytics powered by Azure’s AI and Machine Learning, Dynamics 365 Supply Chain Insights performs predictions and What-if analyses to simulate the impact of potential disruptions and gauge the impact of decisions made to mitigate them at any point along the supply chain.

Supply demand simulation

Get operational fast

Using these insights, companies can seamlessly collaborate with their suppliers, logistic partners, and internal stakeholders using Microsoft Teams and take optimal action. With out-of-the-box connectors from Microsoft Power Platform, Dynamics 365 Supply Chain Insights can connect to other ERP and supply chain execution systems, enabling businesses to truly get operational fastwithin weeks. These insights can then be seamlessly implemented through your existing supply chain execution systems, thus initiating a powerful digital feedback loop.

Data connectors

Recent shocks to supply and demand have impacted just about every industry and every economy around the world, with everyday products like coffee and paper, and more technical products like semiconductor chips equally affected by an increasingly taxed supply chain. At Microsoft, we believe in empowering you with the solutions you need to mitigate supply chain risk and deliver a customer-first approach across your business.

A customer like Daimler Trucks North America can use Dynamics 365 Supply Chain Insights to predict supply chain issues before they happen so that they can proactively mitigate them to meet their commitments to the Dealerships and Customers. They can improve their end-to-end supply chain process to reduce downtime and part shortages.

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Learn more

To experience the impact of Dynamics 365 Supply Chain Insights, sign up for the preview. To learn more about creating a resilient supply chain, watch “Enhance supply chain visibility, predict risks and improve decision making with Dynamics 365 Supply Chain Insights” and “Make better decisions with proactive risk mitigation to create a resilient supply chain“. You can further learn about other Microsoft innovations that were launched today at Microsoft Ignite.


1-Gartner Supply Chain Executive Report: Shaping Supply Chain Disruption in a Volatile Risk Environment, May 2021

GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and is used herein with permission. All rights reserved.

The post Mitigate disruptions with Dynamics 365 Supply Chain Insights—now in preview appeared first on Microsoft Dynamics 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Meet Context IQ—A new way to collaborate in a hyperconnected business

Meet Context IQ—A new way to collaborate in a hyperconnected business

This article is contributed. See the original author and article here.

Across industries, businesses are experiencing a tectonic shift in how, when, and where people work. In today’s decentralized workplace, everyone needs simple ways to connect, share ideas, and collaborate wherever they are located. Today, at Microsoft Ignite, we are announcing Context IQ, a set of capabilities for Microsoft Dynamics 365 and Microsoft 365 that integrate collaboration into the flow of work, surfacing the right information, people and insights in the moment, in context with the task at hand.

These capabilities help you build a hyperconnected business that empowers people to collaborate as one business, everywhereso people can thrive wherever, and however, they work. Be sure to attend the Ignite session, “Accelerate cross-organization collaboration with Dynamics 365 and Microsoft 365” to see some of the capabilities below in action.

Collaborate in the flow of work

Upcoming capabilities will bring Microsoft Teams experiences to Dynamics 365, so people can stay productive in the flow of work.

Teams chat embedded within Dynamics 365. You can collaborate with stakeholders directly from within Dynamics 365. This allows you to use Dynamics 365 data as an organizing layer for your Teams collaboration activity and link chats to Dynamics 365 records, such as sales opportunities and service cases, for convenient access for all participants.

Additionally, Context IQ suggests colleagues relevant to Dynamics 365 records to promote people discovery for faster deal or case resolution. You can see who is available and start a Teams chat without switching apps, keeping you focused on the task at hand.

Now available in preview for Dynamics 365 Sales, Dynamics 365 Customer Service, and Dynamics 365 Field Service.

ontext IQ suggests colleagues relevant to Dynamics 365 records to promote people discovery for faster deal or case resolution.

A unified meetings experience for sellers. During a Teams meeting, sellers can quickly access and share key sales information from Dynamics 365, reducing the need to switch between apps during the conversation. Meeting attendees can capture notes that automatically save to the timeline of the record, and sellers can leverage Conversation Intelligence to uncover and act on meeting highlights and follow-up.

During a Teams meeting, sellers can quickly access and share key sales information from Dynamics 365, reducing the need to switch between apps during the conversation.

Available for preview in early 2022.

Digital voice and conversation intelligence for Dynamics 365 Sales. Sales professionals spend a lot of time engaging with customers, either on digital calls or in online meetings. Now, sellers can conduct and answer calls, join online meetings, and receive and answer emails from Dynamics 365 with one click.

Sellers can leverage an integrated Teams dialer for outbound and inbound calling for Dynamics 365 Sales, using either the integrated Teams dialer or third-party telephony vendors from a desktop, laptop, or mobile device. In addition, conversation intelligence transcribes the call and provides meaningful insights and analyzes content, sentiment, and behavioral stylesuch as competitors and keywords that the prospect mentions. AI-guided live feedback and suggestions can help sellers adjust their sales pitch, as well as provide managers with a way to track team performance and provide valuable coaching to help boost customer satisfaction.

Available in preview for Dynamics 365 Sales.

Live copresence throughout Dynamics 365 applications. See who is actively working on a Dynamics 365 record and available to chat and collaboratemaking it easier to work together on service cases, orders, or opportunities.

Hover over a profile name to view a Live Profile Card with contact details and live presence, and easily initiate an embedded Teams chat session with an individual or group that automatically links the chat with the record, all in one click.

Now available for preview in Dynamics 365 Marketing, Dynamics 365 Sales, Dynamics 365 Customer Service, and Dynamics 365 Field Service.

Copresence on Dynamics 365 records and Live Profile Card

More accessible and sharable business data

Switching apps to search for and share data, documents and records can impede the flow of work, slowing progress on activities ranging from sales deals to customer support cases. Context IQ more closely integrates Microsoft Search, Dynamics 365, and Microsoft 365 capabilities, accelerating access to the people and information needed to spur innovation and solve problems.

These capabilities extend the ability for anyone in an organization to view and collaborate on Dynamics 365 records from within the flow of work with Teams, as announced at Microsoft Inspire earlier this year (available in preview in early 2022).

Find what you need faster. We’ve made it easier to surface results from your files, documents, customer records, and people across Microsoft Search. In fact, all of your data in Microsoft Dataverse can be searched and surfaced. For example, you can search for a Dynamics 365 customer record from Bing and the search bar in Teams, SharePoint, and Office. Dynamics 365 settings for roles and permissions ensure users only see records for which they are granted access.

In preview now for SharePoint, Bing, and Office. Preview for Microsoft Teams to follow in 2022.

Microsoft Search surfaces results across your files, documents, customer records, and people

Use @mention to quickly find and share a Dynamics 365 record. We’re making it simple to share and collaborate on a Dynamics 365 record in the flow of work, without switching apps. You can currently @mention specific people in an Outlook or Teams message to tag someone for feedback. Soon, you will be able to @mention a Dynamics 365 record to quickly share it inline.

Available in preview for Teams, Outlook, and other Microsoft 365 applications in 2022.

While writing a message in Outlook or Teams, or when creating a document in Microsoft Office, type

When you share a link to any Dynamics 365 record, you can choose to unfurl an information card that displays a preview of the shared Dynamics 365 record. Recipients can view and act on information in the flow of work, such as from a chat, email, or document.

For example, when a seller shares a Dynamics 365 opportunity record in a Teams or Outlook message, recipients can see and edit the details that mattersuch as the opportunity score, estimated close date and revenue, and statusright from within the message.

A Loop component, an element of Microsoft Loop

This new capability is called a Loop component, an element of Microsoft Loop, introduced today at Microsoft Ignite. Learn more about Microsoft Loop on the Microsoft 365 blog. We will share more about the availability of the Microsoft Loop component in the upcoming months.

Learn more about cross-organization collaboration with Dynamics 365 and Microsoft 365

These capabilities are just the start. Context IQ is inspiring many future updates across Dynamics 365 and Microsoft 365especially those that further integrate collaboration, sharing, and communication capabilities in the flow of work.

Watch today’s Ignite session, “Accelerate cross-organization collaboration with Dynamics 365 and Microsoft 365,” to see many of these capabilities in action and hear how Siemens Mobility is using Context IQ to empower collaboration across the organization, and visit the Dynamics 365 and Microsoft Teams webpage to learn more.

We also invite you to explore the four essentials to collaborate as one business, everywhere and take a behind-the-scenes look at two companies reinventing how people collaborate across the organization.

The post Meet Context IQ—A new way to collaborate in a hyperconnected business appeared first on Microsoft Dynamics 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Stay in the flow of work with new collaborative apps for Microsoft Teams

Stay in the flow of work with new collaborative apps for Microsoft Teams

This article is contributed. See the original author and article here.

In the past 20 months, we’ve witnessed an explosive growth of virtual interactions, with people collaborating more—both inside and outside their organizations, with greater frequency and across more applications than ever before. The question facing us now is, how can we shift from merely adapting to thriving with hybrid work?

The post Stay in the flow of work with new collaborative apps for Microsoft Teams appeared first on Microsoft 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.