4 key elements to a successful field service transformation

4 key elements to a successful field service transformation

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

A successful digital transformation requires weaving together technology, data, process, and operational change. If one of these domains fails to make the grade, your entire transformation may be in jeopardy.

These four domains have one thing in common and that is they rely on people and what they bring to the table. It’s the people that matter mostfrom formulating a vision to crafting the plan and adjusting it on the fly to calculating every detail many times over.   

When the stars align and each person on the team contributes to the best of their ability, success is exhilarating. Inter-related domains can be blended into one methodical sea of changeinvigorating not just the transformation team, but enveloping the entire organization with a sense of deep pride. The accomplishment is worn like a badge of honor as every employee is positively touched by the success of the transformation.

And there is no better example than G&J Pepsi-Cola Bottlers’.

G&J Pepsi is the largest family-owned and operated Pepsi franchise bottler, employing more than 1,600 people at 13 locations in Ohio and Kentucky, with production facilities in Lexington and Winchester, Kentucky, and in Columbus and Portsmouth, Ohio.

The key to the success of this 10-time Pepsi corporate customer service award winner is G&J Pepsi’s continuous dedication to innovation. They set out to further elevate service delivery by focusing on account acquisition, customer service, and field service core processes. In short, G&J looked to unlock new and existing revenue opportunities by empowering workers and optimizing operations. As a result, G&J Pepsi is now converting more leads to satisfied customers, delivering even better customer service, and increasing field service technicians’ first-time fix rates.

1. Technology

G&J Pepsi needed a digital thread to connect business functions and leaned on Microsoft Dynamics 365 due to its hassle-free integration, allowing for application portfolio simplification and basically, it just played well to G&J Pepsi’s IT strengths.

One of the biggest new business opportunities for G&J Pepsi was its field service workforce to service beverage and non-beverage equipment beyond its current sales territory. Increasing first-time-fix service would allow G&J Pepsi to expand beyond their current market. Leveraging Dynamics 365 Field Service and Dynamics 365 Sales would remove the boundaries that limited G&J Pepsi.

To realize revenue, frontline workers, including sales and field service needed to unify in the customer journey. G&J Pepsi also knew a huge opportunity existed to accelerate its end-to-end customer process. This included steps such as lead generation, new customer account creation, payment establishment, equipment preparation, installation scheduling, equipment installation, equipment servicing, equipment recovery, and every accompanying process. 

2. Data

What was key to creating a unified, optimized customer journey? Centralizing real-time data with a scalable solution. 

G&J Pepsi created a Customer Engagement Management (CEM) platform with Dynamics 365 Field Service and Dynamics 365 Sales. The customer is central to everything the company does; however, its processes and supporting technology said otherwise.

Before CEM, a business development representative (BDR) would scan paper and digital notes, in SharePoint, Power BI, and other apps. There was no view into interactions that had taken place with the BDR, field service technician, or customer service rep. There was no single source of truth, no way to transfer knowledge, and no infrastructure for tracking leads. These inefficiencies cost G&J Pepsi $180,000 in revenue per month from lost sales.   

Data is now centralized in real-time, up-to-the-minute. Dynamics has streamlined communications and provided complete visibility and in doing so it has empowered G&J Pepsi to focus on new business. Previously, sales, field service, and leadership learned what was happening with customers in indirect, incomplete, time-lagging pathways. Now information is up-to-date and accessible by all who impact customers. 

3. Processes

Now that data is up-to-date, processes can be streamlined. The team has mapped out 150 processes and eliminated 200 problems prior to digitizing. How? By working directly with the eventual customers of the systemsales, field service, and frontline workers. One such effort eliminated 170,000 manual touchpoints annually. 

As an example, if a delivery team exchanged a piece of equipment mislabeled on a work order, the technician would have to return to the office to receive a corrected work order. Now, the equipment manager can look up the asset on the desktop, correct the mistake, and seconds later the delivery team has the correct information to complete the job.

Technicians are empowered to arrive at the right time (receive operating hours and suggested installation time from the BDR), on the right schedule (schedulers can review the technician’s other work to optimally schedule), the right way (integrated mapping functionality), and with the right equipment (obtained from the work order supplemented with account history.)

From the mobile app, technicians have all their pertinent information at their fingertipsservice tasks, customer details, product needs, and more. The result? Higher first-time-fix rates, opening the door to utilize field technicians’ time and expertise to create new revenue streams.

4. Operational changes

Now G&J Pepsi has automated some routine tasks, unburdening the employee from tedious operational tasks. Completing certain actions within Dynamics 365 triggers a Power Automate flow to kick off another process. For example, a piece of equipment is requested by a BDR for a new customer. Once the BDR puts in the request for equipment for a new customer, the creation of a new work order is triggered, which moves through equipment prep to scheduling a field technician for installation.  

The little things that used to cause big delays are now gone. The scheduling team utilizes capabilities to assign best resources to a work order and can now look across service locations instead of only selecting from a smaller subset of available technicians. Field service technicians use the mobile app’s built-in map and routing features to optimize travel time and status flags to indicate if they are on-site or traveling. With minimal development effort, G&J extended the mobile app to provide technicians the ability to generate service reports while at a customer site and instantly email.

Learn more about Dynamics 365 Field Service

The positive results have impacted everyone who touches the customer. Improvements are across a wide range of sales, service, and overall company key measures. G&J Pepsi attributes this success to frontline workers and the team, who have made everyone’s ability to serve the customer exponentially better.

And the commitment to innovation continues. Team members are excited to explore Dynamics 365 Remote Assist’s mixed-reality capabilities to both grow their service business as well as build knowledge across existing and newer agents. G&J Pepsi’s first-time-fix use case explores technician access to real-time virtual visual expertise and the ability to increase on-site resolution.  

Read the complete G&J Pepsi-Cola Bottlers’ story.

Read more about Dynamics 365 Field Service.

The post 4 key elements to a successful field service transformation appeared first on Microsoft Dynamics 365 Blog.

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

Streamline maintenance tasks with Dynamics 365 telecommunications accelerator

Streamline maintenance tasks with Dynamics 365 telecommunications accelerator

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

In telecommunications, avoiding downtime is Job One. Planning, scheduling, and tracking maintenance operations that can reduce or avoid outages is critical. Plant operators need to have a quick, accurate picture of maintenance while maximizing efficiency.

Version 2.0 of Dynamics 365 telecommunications accelerator includes an extended data model and new sample applications to help you meet customer needs and realize time-to-value more quickly.

Dashboard reporting on maintenance activities for telecommunications.

The first release of Dynamics 365 telecommunications accelerator provided place management and telecommunication sales capabilities for network and mobile operators, internet service providers, and others in telecommunications:

  • The ability to tie services, products, and deployed plant and network resources to specific geocoded physical locations such as buildings or a campus
  • Enhanced lead management with built-in service availability, qualification checks, and lookups for network resources, network mapping, and addresses
  • A telecommunications extension for the Common Data Model, with telco-specific data entities and attributes for fast application development

Partners who work with the Microsoft Power Platform can extend the data model or sample applications.

Add support for maintenance types, plans, network resources, and zones

Version 2.0 of the Dynamics 365 telecommunications accelerator enhances the extended data model and adds sample applications. Plant operators can define maintenance types and plans, starting with supplied sample data for warranty, contractual, and compliance.

Operators can also define types of network resources, such as optical network units, antennas, and switches. They can also define network zones and service areas, tracking where they’re deployed, the accounts they serve, and the manufacturer. It’s all fully customizable and configurable out of the box with Dynamics 365.

graphical user interface, application, table

Schedule maintenance plans and repeatable tasks

In the latest version of telecommunications accelerator, plant operators can easily schedule repeatable maintenance tasks. This not only streamlines operations, it also helps operators respond to audit and liability questions by tracking maintenance activities.

Calendar of activities for telecom plant maintenance.

What our partners are saying

Rhyan J. Neble, Vice President of Product Innovation at ETI Software: 

Microsoft’s telecommunications accelerator not only makes it possible for ETI to introduce new features to our customers faster, it empowers our team to innovate and extend our solution. For example, the maintenance scheduling features will enable our digital twin solution to identify customers and service areas impacted by planned and unplanned plant maintenance. This will allow proactive notifications to both the customer service teams and the subscribers. By integrating version 2.0 of the telecommunications accelerator into ETI’s Service Management Platform, we are able to immediately provide critical functionality to our customers and reduce costs at the same time.

Joe McDermott, COO of Carma: 

Carma is continually impressed with the collaborative investments Microsoft is making in the Dynamics platform and we’re enthusiastically supporting development of the telecommunications accelerator. The version 2.0 release of the telecom accelerator delivers new functionality that we’ve integrated into Carma’s Network and Digital Infrastructure Platform for our existing and future customers. Planning and documenting preventative and other recurring maintenance is a key activity for datacenter and network operators striving for 100% uptime. With telecommunications accelerator’s plant maintenance features, Carma enables them to manage these activities with ease and visibility across the whole organization.

Next steps

  • Get started right away with a test drive of version 2.0 of the Dynamics 365 telecommunications accelerator on Microsoft AppSource. The data model, solutions, sample applications and data, Power BI reports, and UX controls that come with the telecommunications accelerator are available to any Microsoft Power Platform developer.
  • For supporting documentation and configuration information, visit the telecommunications accelerator overview documentation.

The post Streamline maintenance tasks with Dynamics 365 telecommunications accelerator appeared first on Microsoft Dynamics 365 Blog.

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

4 key elements to a successful field service transformation

Achieving successful B2B selling in the digital era

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

With briefcases and suitcases in tow, business-to-business (B2B) sellers have always traveled the distance to meet buyers wherever they are. Buyers are going digital in a big way, so sellers can put away their bags (at least part of the time) and step into digital or hybrid selling. This dramatic shift in B2B buyingmore digital, more self-servicehas led to a steady decrease in the amount of time buyers spend with sellers. To adapt to this new omnichannel reality, sales teams are reinventing their go-to-market strategies.

B2B selling has truly changed much faster and more dramatically than anyone could have imagined. Buyers now use routinely use up to 10 different channelsup from just five in 2016.1 A “rule of thirds” has emerged: buyers employ a roughly even mix of remote (e.g. videoconferencing and phone conversations), self-service (e.g. e-commerce and digital portals), and traditional sales (e.g. in-person meetings, trade-shows, conferences) at each stage of the sales process.1 The rule of thirds is universal. It describes responses from B2B decision makers across all major industries, at all company sizes, in every country.

Although digital interactions, both remote and self-serve, are here to stay, in-person selling still plays an important role. Buyers aren’t ready to give up face-to-face visits entirely. Buyers view in-person interactions as a sign of how much a supplier values a relationship and can play an especially pivotal part in establishing or re-establishing a relationship. Today’s B2B organizations require a new set of digital-first solutions to navigate the complex and unfamiliar terrain. Microsoft Dynamics 365 Customer Insights can help.

Omnichannel presents new challenges

Increased opportunities to engage involve increased complexity. First, data ends up scattered across many different systems like customer relationship management (CRM), partner relationship management (PRM), e-commerce, web analytics, trials and demos, online chat, mobile, email, event management, and social networking. Assembling those pieces into a complete picture of a buyer or account is a complicated task that few B2B organizations and their existing systems can handle. Second, customer experiences are becoming increasingly fragmented as organizations struggle to maintain consistency from one touchpoint to the next. This issue is particularly acute for sellers when they don’t have critical context like previous interactions conducted on other channels such as content viewed, product trials initiated, online transactions, and product issues. Giving sellers visibility to the data is a start, but that would still require sellers to digest huge amounts of data to make sense of it all, hampering swift action.

But there are new possibilities

To deliver seamless omnichannel experiences, B2B organizations need a customer data platform (CDP) like Dynamics 365 Customer Insights that’s designed to maintain a persistent and unified view of the buyer across channels. The enterprise-grade CDP creates an adaptive profile of each buyer and account, so organizations can rapidly orchestrate cohesive experiences throughout the journey. Leading B2B organizations rely on unified data as a single source of truth as well as to unlock actionable insights that increase sales alignment and conversion, including account targeting, opportunity scoring, recommended products, dynamic pricing, and churn prevention. For example, sales teams can proactively prioritize accounts based on predictive scoring that takes into account firmographics and all past transactional data as well as behavioral insights like trial usage across all contacts at the account. Or a seller knows it’s the right time to engage since a buyer has just signaled high intent through website activities like viewing multiple pieces of content. Insights like these widen the gap between omnichannel sales leaders and the rest of the field.

The profiles and resulting analytics from Dynamics 365 Customer Insights can be leveraged across every function and systemsincluding sales force automation (SFA), account-based management (ABM), and e-commerce platforms, so that every person and system that the buyer engages with has the context to provide proactive and personalized experiences at precisely the right moment. This flexible design enables sales organizations to stay agile and future-proof their data foundation even when new sales tools are inevitably added to the mix.

Importantly, sales organizations can ensure that consent is core to every engagement. Privacy and compliance are crucial when it comes to customer data. In this new privacy-first world, consent funnels are as important as purchase funnels. It’s no longer only about collecting and unifying data. When companies build targeted and personalized experiences, customer consent must be infused across all workflows that use customer data. Dynamics 365 Customer Insights is designed from the ground up to be consent-enabled, allowing sales organizations to automatically honor customer consent and privacy, and build trust, across the entire journey.

A next-gen customer data platform can help

The next normal for B2B sales is here, and there’s no looking back. The buyer’s move to omnichannel isn’t as simple as shifting all transactions online. Omnichannel with e-commerce, videoconference, and face-to-face are all a necessary part of the buyer’s journey. What B2B buyers want is nuanced, and so are their views about the most effective way to engage. B2B organizations must continue to adapt to meet this new omnichannel reality. To learn how a CDP can help delight your customers while helping your sales team navigate omnichannel selling to lower the cost of selling, extend reach, and improve sales effectiveness, visit Dynamics 365 Customer Insights.


Sources:

1- “B2B sales: Omnichannel everywhere, every time”, McKinsey & Company, December 15, 2021.

The post Achieving successful B2B selling in the digital era appeared first on Microsoft Dynamics 365 Blog.

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

Microsoft HoloLens 2 and mixed reality bridge physical reality and digital experiences

Microsoft HoloLens 2 and mixed reality bridge physical reality and digital experiences

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

Across industries, companies are finding practical ways to bridge physical reality and digital experiences using hands-free headsets and augmented reality solutions to inform decisions and action on insights produced by smart, connected solutions.

Mixed realitya set of technologies that superimposes digital data and images in the physical worldbrings new opportunities that have become instrumental to how we tap into unique real-world, human capabilities. This technology is becoming more widely used across organizations today and has proven to be transformative to task performance, learning and retention, and collaboration. In fact, the augmented and virtual reality market is expected to reach $372.1 billion by the end of 2022, and swell to $542.8 billion by the end of 2025 according to new data from the IDC.1

Microsoft’s comprehensive ecosystem of mixed reality solutions such as Microsoft HoloLens 2, Microsoft Dynamics 365 Remote Assist, and Microsoft Dynamics 365 Guides are helping organizations optimize operations, reduce downtime, accelerate onboarding and upskilling, and decrease costs with more precise, efficient hands-free work.

Microsoft HoloLens 2 and mixed reality solutions are driving material ROI across industries

Based on the Microsoft-commissioned Forrester Total Economic Impact (TEI) report, Microsoft HoloLens 2 is delivering 177 percent return on investment (ROI) and a net present value (NPV) of $7.6 million over three years with a payback of 13 months.2 Customers across leading industries are realizing significant value from deploying mixed reality solutions in their most common, critical work scenarios.

Manufacturing

Manufacturing companies deploying Microsoft HoloLens 2 and mixed reality applications to train their workforces, accelerate employee proficiency, and build more agile factories. Using Microsoft mixed reality, Manufacturers reduced training time by 75 percent, at an average savings of $30 per labor hour.2

Manufacturers reduced training time by 75 percent, at an average savings of 30 dollars per labor hour.

Common scenarios in which manufacturers benefit from mixed reality on Microsoft HoloLens 2:

  1. Guided assembly and training: Empower employees to learn new skills and complex assembly tasks with holographic step-by-step instructions, no instructor necessary.  
  2. Remote inspection and audits: Enable remote employees to solve business problems in real time, using 3D annotations to access, share, and bring critical information into view.
  3. Connected field service: Connect field technicians with remote experts to collaborate seamlessly, heads-up and hands-free with content capture abilities, interactive annotations, and contextual data overlays.

“When you describe a problem, imagine that we are speaking different languages. When you explain it, someone on the other side may not understand precisely what’s happening, but when you show it in real time with the HoloLens, people understand.”Eaton Vehicle Group. Read more about the Eaton Vehicle Group customer story.

Education

Educators are turning to Microsoft HoloLens 2 and mixed reality applications to help students embrace a new way of learning. For example, education institutions reduced 520 annual hours of instruction per expert by 15 percent.2

Education institutions reduced 520 annual hours of instruction per expert by 15 percent.

Common scenarios in which educators benefit from mixed reality on Microsoft HoloLens 2:

  1. Augmented teaching: Captivate students and bring education to life with impressionable, high-impact 3D visualization models that enable virtual collaboration and instruction.
  2. Experiential learning: Enable educators to build an experience-based lesson plan, integrating textbook concepts into physical environments to create a simple “learn by doing” approach for studentshands-on and unmediated.
  3. Scaled learning and research: Develop a scalable research collaboration model that improves efficiency of research, lab work, and medical training.

“We did a trial back with our medical students. The students that had been in the HoloLens lab scored 50 percent better compared to the rest of the med school class.”Case Western. Read more about the Case Western customer story.

Healthcare

Mixed reality is empowering providers, payors, and health science experts to reimagine healthcare by accelerating diagnoses, reducing time-to-care, and enabling personalization. Using Microsoft mixed reality, healthcare providers reduced average consumables by 80%, saving $4,000 per trainee.2

Healthcare providers reduced average consumables by 80 percent, saving 4,000 dollars per trainee.

Common scenarios in which healthcare providers benefit from mixed reality on Microsoft HoloLens 2:

  1. Holographic patient consultation: Enable healthcare providers to project 3D holographic visualizations of patients’ internal systems that provide procedural understandingbuilding confidence in upcoming procedures and/or treatments.
  2. Remote expert consultation: Support remote consultation and enable medical staff to consult colleagues with heads-up and hands-free through an interactive collaborative experience from anywhere in the world.
  3. Training simulations: Train medical staff with holographic step-by-step guidance without subject matter experts being physically present.

“Using Dynamics 365 Remote Assist, doctors wearing HoloLens, can hold “hands-free” and “heads-up” Teams video calls with colleagues and experts anywhere in the world. They can receive advice, interacting with the caller and the patient at the same time, while medical notes and X-rays can also be placed alongside the call in the wearer’s field of view.”Imperial College Healthcare NHS Trust. Read more about the Imperial College Healthcare NHS Trust customer story.

Architecture, engineering, and construction

With Mixed Reality, architecture, engineering, and construction (AEC) firms are empowered to overcome design, modeling, collaboration, and building site challenges to enhance project quality, decision-making, improve productivity. For example, AEC firms have reduced rework by 75 percent, saving $44 per hour.2

A E C firms have reduced rework by 75 percent, saving 44 dollars per hour.

Common scenarios in which AEC organizations benefit from mixed reality on Microsoft HoloLens 2:

  1. Clash detection: Enable onsite workers to preemptively identify issues, detect clashes, and gain buy-in of onsite workers and key stakeholders with overlay designs on physical locations. This mitigates late-stage design changes that could result in rework, budget overrun, and project delays.
  2. 3D plan and model demonstrations: Empower project leaders, designers, and engineers and improve customer service and sales with 3D demonstration and immersive visualizations.
  3. Self-guided learning: Equip onsite workers to view task instructions, essential data, and model visualizations while in the flow of work, increasing speed, quality, and safety.           

“We use Dynamics 365 Remote Assist on HoloLens 2 to work more effectively and share expertise at critical milestones. This not only saves us money but also helps us construct datacenters for our customers more quickly.”Microsoft. Read the full customer story.

The Forrester TEI study validates how mixed reality solutions on Microsoft HoloLens 2 are empowering enterprises across industries to achieve more. We believe these technologies have offered not only innovative results, but long-term and sustainable solutions for training, remote collaboration, inspections and audits, field service, and more.

Next steps

We look forward to continuing this blog series with a deep dive spotlight on each of these leading industries. In the meantime, learn more about mixed reality applications on Microsoft HoloLens 2 and get started today:


Sources:

  1. Worldwide Quarterly Wearable Device Tracker, IDC, 2022
  2. The Total Economic Impact Of Mixed Reality Using Microsoft HoloLens 2 Report, Forrester, 2022

The post Microsoft HoloLens 2 and mixed reality bridge physical reality and digital experiences appeared first on Microsoft Dynamics 365 Blog.

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

4 key elements to a successful field service transformation

Dynamics 365 drives improvement in manufacturing supply chains

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

Microsoft Dynamics 365 is helping manufacturing organizations tackle the challenges they face today while also preparing them for tomorrow’s opportunities. Whether enabling workforce transformation and enterprise resource planning (ERP) modernization, helping navigate disruptions by increasing supply chain visibility and improving insights, or standing up reverse supply chains and circular economieswe are dedicated to helping manufacturers build the resiliency and agility they need to succeed. The following three success stories showcase how our modern, cloud-based, intelligent business applications are driving improvements in manufacturing supply chains.

This embed requires accepting cookies from the embed’s site to view the embed. Activate the link to accept cookies and view the embedded content.

This site uses cookies for analytics, personalized content and ads. By continuing to browse this site, you agree to this use.

Workforce transformation and ERP modernization

The manufacturing sector has faced labor shortages for some time now, but the pandemic has exacerbated this challenge. This has led many to double down on efforts to utilize technology as a means of offsetting the headwinds caused by ongoing labor shortages.

We see this in manufacturers accelerating workforce transformation of shop floor operations and increasing their utilization of industrial robotics, IoT sensors, AI, and intelligent automation. As these organizations create smarter and more connected factories, they are, in effect, increasing the workforce’s productivity, and this is one means of easing the constraint that labor shortages can have on output.

In addition to easing constraints on labor, manufacturers such as ChemTreat are also benefiting from ERP modernization initiatives. ChemTreat, a water treatment systems company headquartered in Richmond, Virginia, and in business since 1968, was challenged to overcome the limitations of their in-house, custom-coded, desktop-bound ERP system. While the legacy system had served them well for many years, it now required laborious additional workflows, kept data trapped in spreadsheets, and needed nightly downtime. To keep pace with technology changes in the industry and support its growth, the company implemented Dynamics 365 Supply Chain Management.

Today, ChemTreat benefits from real-time, end-to-end supply chain visibility that spans everything from its customers and suppliers to its inventory, expenses, and demand. Direct data visibility is also helping management proactively identify raw material shortages and improve their planning and execution processes. Plus, by modernizing their ERP, ChemTreat has the flexible and composable platform they need to support other digital transformation efforts in the future.

“Dynamics 365 helps us get ahead of challenges, identify potential customer impacts, and determine the best path to the best service.”Katie Journigan, Director of Business Systems, ChemTreat.

Learn more in our blog, Enhance visibility with Dynamics 365 supply chain solutions.

Supply chain visibility and insights

As businesses continue to forge a path out of the pandemic, many find that their current supply chain technologies are ill-equipped for an environment characterized by ongoing disruptions, constraints, and shortages. A recent survey by McKinsey & Company found that successfully implementing AI-enabled supply-chain management has enabled early adopters to improve logistics costs by 15 percent, inventory levels by 35 percent, and service levels by 65 percent, compared with slower-moving competitors.1 This has led to increased investment in advanced supply chain solutions that can connect disparate systems, unify data, increase supply chain visibility, and utilize artificial intelligence to push actionable insights to decision-makers. One company benefiting from investments like these is Daimler Trucks North America (DTNA).

This embed requires accepting cookies from the embed’s site to view the embed. Activate the link to accept cookies and view the embedded content.

This site uses cookies for analytics, personalized content and ads. By continuing to browse this site, you agree to this use.

DTNA is the leading commercial vehicle manufacturer in the U.S., with a portfolio of distinctive brands like Freightliner and Western Star Trucks. The company has more than 20,000 employees in 91 locations and sources hundreds of thousands of parts from its global supply base. To add to this complexity, DTNA collects data from trucks on the road, its in-house ERP system and supply chain applications, and across its operations and production floor.

Breaking down the siloes of these disparate data sources became necessary for DTNA to meet customer and dealer demand and provide accurate delivery dates. To accomplish this, they needed early visibility into potential time constraints and the ability to collect and share real-time supply chain data with suppliers. With Dynamics 365 Supply Chain Insights, DTNA can make better supply chain decisions with proactive risk mitigation via prescriptive insights powered by AI.

Learn more in our recent blog, Mitigate disruptions with Dynamics 365 Supply Chain Insightsnow in preview.

Reverse supply chains and circular economies

“Sustainability has become an integral part of all world-class supply chains, and circularity is a leading supply chain sustainability strategy that enables recycling and reuse for the majority of a supply chain’s products.” Jodi Larson, General Manager of Strategy and Transformation at Microsoft.

More and more companies are working to make our world sustainable by embracing environmental, social, and governance goals. One way that manufacturing organizations are improving sustainability is by standing up circular economies. Circular economy, or circularity, is rooted in reverse supply chain management, which deals with what happens after a product’s useful life. According to a 2022 report from Gartner, 51 percent of supply chain professionals expect the emphasis on the circular economy to increase in the two years following the COVID-19 crisis.2

As focus ramps up on circular economy strategies, it’s important to understand that reverse supply chain management in manufacturing requires different operational processes. To state the obvious, manufacturers cannot simply accept end-of-life products at existing factories and warehouses. Depending on the complexity of the product and its recoverable raw materials, separate operations are needed to receive, inspect, sort, and refurbish raw materials before they can be reused.

Setting up these circular economy flows can be challenging without an agile and composable supply chain management application. Here at Microsoft, we have first-hand knowledge of the challenges involved as we have recently delivered our first Microsoft Circular Center. The Microsoft Circular Center program is designed to facilitate the reuse and recycling of servers and hardware within our datacenters, which is part of our commitment to achieving zero-waste and carbon-negative operations by 2030.

When planning the pilot of our Circular Center program, we needed a robust and flexible supply chain management platform to support an optimized warehouse routing and processing system to intercept decommissioned servers from Microsoft datacenters. To date, the Circular Centers model has achieved 83 percent reuse and 17 percent recycling of critical parts while contributing to the reduction of carbon emissions by 145,000 metric tons CO2 equivalent.

“We were looking for a warehouse management system that would allow us to model all the product flows that we needed while also connecting to datacenters and other systems used to manage our cloud assets. Dynamics 365 had all of these functionalities to build exactly what we needed.”Anand Narasimhan, General Manager of Cloud Supply Chain Sustainability, Microsoft.

What’s next?

As we have seen through these customer stories, Dynamics 365 drives improvement in manufacturing supply chains by enabling companies to revamp their existing ERP platform, considerably increase supply chain visibility and insights, and stand-up circular economies through reverse supply chain management practices. It also empowers users to plan better, improves organizational agility, and maximizes asset uptime, allowing companies to operate smoothly and profitably.

If you are ready to see what our modern, cloud-based supply chain management solution can do for your organization, we invite you to start today with a free Dynamics 365 trial. You can watch the on-demand webinar on how to create a resilient and sustainable supply chain and the total economic impact of implementing Dynamics 365 Supply Chain Management.


Sources:

1- McKinsey & Company, 2021. Succeeding in the AI supply-chain revolution.

2- Gartner, 2022. Gartner for Supply Chain 3 Key Trends in Supply Chain Sustainability

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 Dynamics 365 drives improvement in manufacturing supply chains appeared first on Microsoft Dynamics 365 Blog.

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

3 characteristics to look for in your Dynamics 365 migration partner

3 characteristics to look for in your Dynamics 365 migration partner

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

Our business landscape is evolving rapidly. Long-term COVID impacts to supply chains, worksite strategies, and consumer behavior have compelled most organizations to modernize to better serve customer needs. Though migrated Microsoft Dynamics 365 customers will tell you that cloud benefits far exceed the perceived risks of moving or “comfort” associated with remaining on-premises, making this transition is not always straightforward. Large, transformative projects take time, resourcing, skill, and often require buy-in from across an organization. You don’t have to do it alone.

Technology partners are an important extension of Microsoft, offering implementation and industry expertise to every deployment. How to choose the right partner for your organization? Let the Dynamics 365 migration program help you select the right partner for your Dynamics AX or Dynamics CRM migration with these three characteristics.

1. Do they possess the necessary skillset?

Dynamics AX and Dynamics CRM customers face some important decisions on modernizing their current on-premises solutions. Selecting the right migration partner to help your organization transition to the cloud should be among these considerations. Like Dynamics 365it is an investment. Consider the partner’s skillset. Migration complexity varies greatly from solution to solution as do the reasons for moving. Migrating from Dynamics CRM 2016 or from Dynamics AX 2009 to Dynamics 365 can look very different across organizations and industries depending on an organization’s data and customizations. Whether you’re migrating to Dynamics 365 Finance & Operations or Dynamics 365 Customer Experience, ensure your partner has proven credentials that demonstrate they have the personnel, skills, and resources to implement that solution in your environment and work with your teams to do so.

List of questions to ask migration partners around their migration capabilities, capacity, and post live support

2. Do they understand the technology?

Dynamics 365 is a fully managed software as a service (SaaS). Microsoft offers certifications that speak to a developer’s Dynamics 365 Finance & Operations and Dynamics 365 Customer Experience capabilities. The same is true at the organizational level. Consider the partner’s technology credentials within the Microsoft ecosystem. This translates to solution competency. Within Microsoft business applications the most important, functional competency is the Cloud Business Application (CBA) certification. The Dynamics 365 migration program requires participating partners must hold a gold or silver CBA certificate. This ensures that they have experience migrating Dynamics AX and Dynamics CRM customers, executed these projects efficiently, and possess a solid relationship with Microsoft. Finally, this means customer service is a priority. The partner has a track record of migrating and deploying large, complex enterprise resource planning (ERP) and customer relationship management (CRM) solutions successfully while driving adoption and active usage. This means their customers are realizing value with Dynamics 365 and across workloads.

3. Do they have industry expertise?

Context is important. Migrating to Dynamics 365 will ensure your organization is prepared to meet future needs and challenges, but these vary across organizations and industries. Consider the partner’s experience deploying Dynamics 365 within your industry. A chief technology officer (CTO) within manufacturing versus healthcare or finance has different solutions requirements. The selected partner should have implemented a successful Dynamics 365 with your peersand can prove it. References speak volumes:

Wahl Clipper Corporation migrated from Dynamics AX to Dynamics 365. By leveraging the cloud, Wahl Clipper Corporation can now respond to supply chain demands quickly and better anticipate customer needs. This allowed Wahl Clipper Corporation to continue to be the leader in providing products and services that meet market needs and take care of customers.

Travel Counsellors migrated from Dynamics CRM to Dynamics 365. The cloud opened new opportunities to standardize and integrate communication and data across business-critical areas, including recruitment, infrastructure, and sales. This allowed Travel Counsellors to leverage the entire Microsoft cloud to reduce IT costs, scale quickly, and drive faster decisions.

Cloud drivers for various industries, including retail, healthcare, financial services, manufacturing, and government

   Mattress Firm    Lancet Laboratories      Moneris       Lippert Components      Gauteng

Answer your questions with the Dynamics 365 Migration Community

With so much to considerknowing where and how to begin is not always clear. Microsoft established the Dynamics 365 Migration Community to simplify things. Regardless of where you are in your migration journey, the Dynamics 365 Migration Community has the resources to help you make timely, informed business decisions. Visit the community today to access partner discovery resources.

The post 3 characteristics to look for in your Dynamics 365 migration partner appeared first on Microsoft Dynamics 365 Blog.

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