Extending reports in Business Central

Extending reports in Business Central

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

In any business operations software, the ability to visualize, inspect, and print data in an appropriate layout is paramount. In Dynamics 365 Business Central and in most other software, reports serve these purposes.

Our partner community is familiar with customizing built-in reports, either as suppliers of a vertical solution that adds capabilities to underlying data which must be reflected in the relevant reports, or as resellers who tailor reports to meet individual customer requirements.

In the past, you had to modify existing reports through code customization by directly editing the report object.

In Business Central online, direct customization is not possible. Instead, you add new objects or modifications in a controlled manner through extensions to the base product. The extensions make it easier to deploy, maintain, and upgrade the software.

However, until now you weren’t able to extend report objects, so partners had to copy and branch any report that required modification. These steps were a pain point that incurred costs and a maintenance burden even for the simplest changes. As a result, closing this gap has been the highest voted idea on the Business Central Ideas site year after year.

2021 release wave 1 brings support for report extensions in Dynamics 365 Business Central. You can now extend both document type, visual reports as well as processing reports. You no longer need to branch reports when you add capabilities, and multiple solutions can now add to the same base report dataset. Plus, as a reseller who adds additional customer requirements and custom layouts, you have access to all of the resulting report datasets.

With the introduction of report extensions, there are two approaches to customizing reports:

  • Use the event-based substitution of a report, which is useful for taking over reports without changing any actions in the user interface.OK
  • Use the new report extension for making additive changes.

New report extension AL object

Report extensions are based on a new object type in AL, the programming language used for manipulating data and controlling the execution of the various application objects, such as pages, reports, or codeunits. With this object type, you can extend an existing report in several different ways, including the following:

  • Add new columns to existing data items.
  • Add new nested data items.
  • Add columns for fields in a source table, a table extension, related tables, variables, procedures, or expressions.
  • Add a new RDLC layout or Word layout.
  • Add or modify the request page.

Note that there is no support for extending or modifying an existing layout.

In an upcoming service update, we will add support for labels, as well as some limited abilities to modify existing data items, such as adding to request fields, calc fields, or triggers.

Use report extensions to make additive changes to existing reports, such as adding a country column to the existing customer top 10 list.

Use report extensions to make additive changes to existing reports in Dynamics 365 Business Central

Choose layouts from report extensions

When an extension deploys to a customer environment, either as an AppSource app or as a per-tenant extension (PTE), any report layouts in the extension also become available in the environment. However, if you want to apply a report extension layout to a specific report, you need to add installation and upgrade code in the extension. Users will be able to choose a layout from a report extension in the Report Layout Selection page that lists all available layouts for a given report.

The Report Layout Selection page includes any layouts from report extensions so that the user can choose between all available layouts.

Report Layout Selection page includes layouts from report extensions in Dynamics 365 Business Central

Next steps

Learn more about report extensibility in the release plans, the documentation, or at the virtual launch event sessionLE21-08 What’s new in Visual Studio code and AL, which covers report extensions in detail. The virtual launch event site has many other valuable sessions on new features in Dynamics 365 Business Central 2021 Wave 1 release.

We encourage you to explore the new report extension feature and provide feedback to our AL GitHub repo. You can also submit any suggestions for additional coverage or improvements on the Business Central Ideas site.

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

New features personalize customer experiences in Dynamics 365 Customer Voice

New features personalize customer experiences in Dynamics 365 Customer Voice

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

In a rapidly changing landscape, interactions between customers and organizations have become the cornerstone to bottom-line success and brand loyalty. That’s why Microsoft Dynamics 365 Customer Voice empowers organizations to easily scale feedback capture for agile responses and personalized customer experiences, all in a robust feedback management solution.

With the 2021 release wave 1 updates for Dynamics 365 Customer Voice, we’ve enhanced our personalization and analysis capabilities, making it easier than ever to understand your customers and build better experiences.

Personalize every interaction with customers

Enhanced survey header customization for maintaining a consistent brand identity

Understanding customers begins with capturing the right data in the right place at the right time. Dynamics 365 Customer Voice empowers feedback collection across every channel; from email to web, SMS, and QR codes. Now, we are bringing custom survey headers to the survey creation process giving organizations more flexibility and personalization in their outreach to customers.

Creating a survey with colorful and lifestyle header images to select from within Dynamics 365 Customer Voice

Users can now upload custom images or select from ready-made images for more beautiful surveys. New features such as formatted text, alignment, color selection, sizing, and cropping let organizations stay consistent in how their brand looks, feels, and resonates with customers.

Editing the survey header within Dynamics 365 Customer Voice

Simplified and customizable data analysis for agile decision making

Data analysis can be intimidating and time-consuming, and in today’s world organizations need to be quick to stay ahead of the competition. Dynamics 365 Customer Voice is easy to use, making it stress-free to surface rich insights about customers. With this update, we are bringing custom survey scoring to the data analysis process, empowering users to create and unlock the insights that matter to their business.

Editing and making custom scores in the scoring panel within Dynamics 365 Customer Voice

Users can now create and customize their own satisfaction metrics by assigning point values to questions. Directly within the dashboard, users can create a scoring index and calculate average points across questions, allowing them to analyze data in their preferred way. These scored responses make it easier to uncover the trends and rich insights about customers so organizations can make better and quicker customer engagement decisions.

Data visualized in the Dynamics 365 Customer Voice dashboard

Other updates to Dynamics 365 Customer Voice from attaching a file, over surveyed management, and pause and resume surveys, are now available to view on our 2021 release wave 1 for Dynamics 365 Customer Voice documentation.

Transform how you understand customers with partner solutions

Alongside the built-in capabilities of Dynamics 365 Customer Voice, our partner ecosystem brings enhanced solutions, templates, and workflows to create a comprehensive customer experience solution. These added capabilities expand how organizations understand customers and transform engagement in the moments that matter.

Clarabridge

Our partnership with Clarabridge, through the Microsoft Business Applications ISV Connect program, provides organizations with more complete insights about their customers’ experiences by unifying survey feedback along with calls, chats, messages, emails, social, and more. Clarabridge offers an omnichannel best-in-class natural language understanding AI engine that uncovers valuable insights about customer sentiment, effort, intent, loyalty, and emotion. The fully integrated solution enables organizations to drive action by automatically identifying friction and high-effort touchpoints along the customer journey, reducing customer churn, and diving into the root cause of traditional key performance metrics such as NPS, CSAT, and customer lifetime value. This information is then made available for issue tracking, aggregated reporting, and close loop case management in Microsoft Dynamics 365. Learn more about the Clarabridge and Dynamics 365 Customer Voice solution.

Download the Clarabridge and Microsoft Datasheet.

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Solgari

Solgari brings real-time customer feedback through voice and text to Dynamics 365 Customer Voice so organizations can quickly deploy secure, compliant, and scalable surveys to customers. Now available, organizations can utilize Solgari to automate phone and SMS surveys directly within the application using survey questions, workflow, and reporting functions. Customer feedback is captured instantly and integrated directly within Dynamics 365 Customer Voice where the Microsoft Power BI dashboard can surface rich insights about customers. This solution enables businesses to have more effective decisions across any use casecustomer, prospect, staff, and student feedback. Phone and SMS surveys typically have a higher response rate, and now with Solgari and Dynamics 365 Customer Voice, organizations can be flexible and more personalized in their feedback capture. Learn more about the Solgari and Dynamics 365 Customer Voice solution.

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Understand your customers like never before

Dynamics 365 Customer Voice is here to help you deliver value to your customers by truly understanding them and responding in the moments that matter. We are continually making product updates, from privacy improvements in January to orchestrating customer journeys at Spring Ignite, and deeper integrations with other Dynamics 365 applications. We are excited about the future of Dynamics 365 Customer Voice as a complete feedback management solution that can transform customer engagement, drive a customer-centric culture, and deliver better business outcomes for your organization. Learn more about Dynamics 365 Customer Voice.

Interested in a demo of Dynamics 365 Customer Voice and our partner solutions? Contact customervoice@microsoft.com.

Download our latest e-book to learn more about understanding your customers or sign up for a free trial of Dynamics 365 Customer Voice. See available offers that will help empower organizations to evolve their customer experience approach.

The post New features personalize customer experiences in Dynamics 365 Customer Voice appeared first on Microsoft Dynamics 365 Blog.

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

Customize your protection with new features in the Dynamics 365 Fraud Protection preview

Customize your protection with new features in the Dynamics 365 Fraud Protection preview

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

Successful fraud protection relies on a lot of information. The more insights you have into transactions and accounts, the better you will be able to detect suspicious activity. Microsoft Dynamics 365 Fraud Protection uses advanced AI models to bring together diverse sets of information into a single assessment score that indicates the overall risk of an event. Customers can create rules that threshold this score to make decisions in a manner that suits their risk appetite. However, sometimes customers also have the need to directly reason over raw attributes in their rules, for example, to detect business policy violations or to stop emerging fraud patterns specific to their business. In this preview, we are adding two features that will significantly improve the information available in the Dynamics 365 Fraud Protection rule engine: velocities and external calls.

Velocities use relationships and patterns between historical transactions to identify suspicious activity and help customers prevent loss from fraud. External calls let Dynamics 365 Fraud Protection customers ingest data from third-party information providers or from their in-house AI models. All these inputs may be needed by customers to make fully informed decisions on their events.

Identify potential fraud with velocities

How do you determine if a transaction is suspicious? In short, you have to look at the bigger picture. For example, there may be nothing suspicious about someone buying a single exercise bike online. However, if they buy fifteen exercise bikes over a short period of time, each with a different payment instrument, that might indicate possession of stolen payment information and malicious fraud. This is why monitoring the relationships and patterns between current and past transactions is essential in determining the riskiness of any given event.

Shows example velocities that tracks things like total spending per user, distinct credit cards used per IP, number of purchases per user, etc

Velocity detection allows customers to analyze the historical patterns of an individual or entity such as a credit card, IP address, or user email. Velocities already play a significant part in our AI-driven risk assessments, and now we are enabling our customers to define their own velocities that matter most to their business. With velocity checks, you can get the answers to questions such as: How much money has a user account spent in the last hour? How many distinct payment instruments have been used from this device in the last seven days? How many times has this user account attempted to login in the last five minutes? Customers can then utilize these historical patterns in real-time decision-making.

Some behaviors are more suspicious regardless of the business, such as hundreds of login attempts within a short interval from the same IP address. Other behaviors might be suspicious for one business, but not for another. It is not uncommon for a single customer to make two to six transactions a month at a grocery store. However, it might be more suspicious if a single customer makes two to six transactions in a month at a luxury car dealer. Velocities are an important tool for any fraud protection service, but their effectiveness depends on being able to customize it to your business.

Dynamics 365 Fraud Protection’s velocities provide customers the ability to fully customize their velocities, all the way from which attributes to monitor, to the timeframe they monitor them over, to what thresholds they want to set.

Shows a rule that rejects transactions based on the velocities defined.

Velocities also allow customers to connect behaviors from different assessment events including account creations, account logins, and purchases. For example, a customer could block a user from logging in based on an inordinately large number of purchases made from the account in a short interval, or flag a purchase for review based on suspicious login attempts, since both velocities may be indicative of account compromise.

Make informed decisions in real-time with external calls

Until now, using the Dynamics 365 Fraud Protection’s rule engine customers could make real-time decisions based only on the data available within the product. This included data sent as part of the request payload, data uploaded in the form of lists, data generated by device fingerprinting, and risk assessment and bot detection scores produced by our AI models. However, sometimes customers may need additional signals from data sources outside the product to inform their decisions. Some customers may choose to partner with third-party information providers for additional data enrichment. Details such as address verification and phone reputation can help discover suspicious and fraudulent activity. Other customers may choose to utilize scores from their own in-house AI models tailored to their business. All these inputs may be important for customers to make fully informed decisions regarding their business.

Shows process of creating brand new external call, connecting to phone verification API

Our external calls feature enables customers to bring in data from essentially any API endpoint on the web, ensuring they have full context and flexibility needed at the point of decision. This update continues to increase the power and scope of what can be done from within the Dynamics 365 Fraud Protection rules engine, allowing customers to utilize outside data when orchestrating their decisions.

Shows External Call landing page where multiple external calls are set up, and you can see relevant metrics for each

Note that velocities and external calls are features made available in preview with reasonable consumption limits. In the future, we may bring these to general availability in an appropriate way.

Get started with Dynamics 365 Fraud Protection

Join the Dynamics 365 Fraud Protection Insider Program, to get an early view of upcoming features and discuss best practices to combat fraud.

Sign up for a free trial of Dynamics 365 Fraud Protection to try out these new features and check out the documentation for velocities and external calls, where you can learn how to create, use, and manage these new features.

Learn more about Dynamics 365 Fraud Protection capabilities including account protection, purchase protection, and loss prevention, and check out the e-book, “Protecting Customers, Revenue, and Reputation from Online Fraud.”

Finally, you can check out all the latest product updates for Microsoft Dynamics 365 and Microsoft Power Platform.

The post Customize your protection with new features in the Dynamics 365 Fraud Protection preview appeared first on Microsoft Dynamics 365 Blog.

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

Architecting resiliency in supply chains with Microsoft Dynamics 365

Architecting resiliency in supply chains with Microsoft Dynamics 365

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

Major shocks to supply and demand over the course of the pandemic have exposed the fragility and vulnerabilities of the global supply chain. One silver lining is the realization, across industries, that a more agile approach is needed. To stabilize supply chains, whether localized or on a global scale, every organization must architect resiliency into their supply chains, scaling operations to meet customers’ needs, and proactively overcome disruptions to ensure business continuity and operate profitably.

This year, at Hannover Messe Digital Edition, we are showcasing new Microsoft Dynamics 365 capabilities to help companies easily scale production and distribution, keep critical processes running, and ensure continuity on the frontlines of manufacturing. Learn more about how Microsoft Cloud for Manufacturing is helping create a more resilient and sustainable future through open standards and ecosystems.

Looking back to move forward: The ripple effect of semiconductor shortages

The ripple effect created by semiconductor shortages in the past year underpins the need for greater agility and resilience across supply chains. As demand for automobiles slowed down at the beginning of the pandemic, automobile manufacturers stocked less inventory of critical semiconductor components to keep operational costs low. During the same period, demand for consumer electronics like computers and tablets grew due to the surge in remote work and online schools. As a result, the same semiconductor manufacturing company that was supplying raw materials to automobile manufacturers increased its allocation to consumer electronics manufacturing companies.

When the demand for automobiles started to rise again in the latter part of 2020, automobile manufacturers struggled to ramp up production to meet demand due to shortages in critical semiconductor components, resulting in decreased revenue and temporary plant closures. To strengthen the supply chains of these critical raw materials and wither any geopolitical storms that can disrupt the supply chain for critical components coming from Asia and Europe, organizations worldwide have started to reconfigure their supply chain network and build new agile factories.

How Microsoft is helping to create more agile, resilient supply chains

IDC’s 2020 Supply Chain Survey1 explored how companies would manage risk and enable supply chain visibility to achieve supply chain resiliency. The focus for risk and visibility from most respondent companies were primarily in supply chain planning (57 percent) and end-to-end supply chain (56 percent) including visibility into factory (39 percent). The tools that the companies expected to use to enhance visibility includes best of breed and edge supply chain application, enterprise collaboration tools, specialized BI and analysis tools, and supplier or customer portal and workflow management solutionssolutions that align to our focus areas of innovation to help organizations architect resiliency into every level of the business, from supply chains to distribution to finance and service.

At Hannover Messe Digital Edition, we are also showcasing the new cloud and edge scale unit add-ins for Microsoft Dynamics 365 Supply Chain Management, which were previewed in October 2020, that enables companies to easily scale production and distribution during peaks and keep critical processes running at high throughput on the edge.

Customers can set up a scale unit manager to activate an Edge scale unit or a cloud scale unit to scale production or distribution activities and overcome latency

We are also showcasing how manufacturers can use Mixed Reality with Dynamics 365 Supply Chain Management by integrating with Microsoft Dynamics 365 Guides. This enables manufacturers to reskill and cross-skill the frontline workers and augment their knowledge while they rapidly change factory layouts and bring new plants online.

Customers can scan a QR code to see work instructions at their work cell while performing the task

Supply chain resiliency in action: Two success stories from the supply chain frontlines

Although the focus is now on resiliency, cost still needs to be controlled, and so simply ordering and holding more inventory is not the answer. What does hold promise is tighter integration and collaboration with both internal and external trading partners, faster access to data, and a new level of transparency and visibility into the end-to-end value chain made possible by digital transformation.

Wonder Cement builds a better foundation by connecting and scaling key business apps

Wonder Cement is a cutting-edge cement manufacturing company that has built its corporate culture on the values of quality, trust, and transparency. The company attributes its success to its relentless focus on customer service coupled with an emphasis on technological superiority.

Headquartered in Udaipur, Rajasthan, Wonder Cement operates three integrated cement plants and two grinding plants, with another scheduled to be online in the first quarter of 2021. Underpinning their success and growth is a reliance on innovative data technologies that enable them to maintain close connections with their markets and operations.

Wonder Cement recently brought wide-ranging process improvements to its business through the implementation of Microsoft Dynamics 365. The company is creating an improved foundation by connecting and scaling its most critical business apps. In the process, Wonder Cement has lowered inventory costs and reduced the time spent on transferring data between disparate systems. The company now has new visibility into its data and the resilience to succeed in the years ahead.

“We save 80 to 85 percent of the time we used to spend on moving data from the production system to our ERP now that everything runs on Dynamics 365. That’s a huge win for our company.” Arun Attri, Vice President (IT)

Explore how this customer-first cement company builds a better foundation by connecting and scaling key business apps with Dynamics 365.

CRC Industries aligns finance, operations, and supply chain management globally

CRC Industries has successfully created specialty products for the automotive, industrial, marine, aviation, and other markets for over 60 years. With customers in over 120 countries, seven manufacturing plants, and 26 facilities around the world, CRC has experienced almost continuous expansion over the past six decades.

As CRC grew, several unintegrated business solutions for finance, operations, and supply chain management were pieced together. The result was a mix of diverse systems that couldn’t communicate without significant manual intervention. This led to CRC being unable to take advantage of the cloud’s benefits and instead, having separate systems that reside on-premises at different locations across the globe.

“I consider Dynamics 365 the leading edge of the ERP frontier. Microsoft is listening to the customer and adapting quickly.”William McLendon, Global Manager Business Applications

In contemplating its future growth plans, CRC realized that its fragmented and disparate solutions were unsustainable. A push to standardize business processes, break down data silos, and create a single source of truth began. After considering other options, CRC selected Dynamics 365 Supply Chain Management.

“We made it our goal to standardize our business systems globally. We wanted to put the company on one enterprise resource planning solution throughout the world and have one way of doing business going forward.”Brent Laurin, Vice President of Global Operations

Learn more about how this specialty products and formulations company aligns finance, operations, and supply chain management globally with Dynamics 365.

What’s new in Dynamics 365 Supply Chain Management in April

Increase visibility of inbound goods and automate landed cost calculation to maximize profitability

The new landed cost module in Dynamics 365 Supply Chain Management provides an innovative way to streamline inbound shipping by giving users complete financial and logistical control over imported freight, from the manufacturer to the warehouse.

With this visibility, arrivals are predictable, and warehouse planning and efficiency are improved.

Calculation of landed cost can be automated

Some key business outcomes are:

  • Optimize the receiving process: Shipment of inbound orders such as purchase orders or transfer orders can be defined and organized into various transportation legs that will provide immediate visibility of stock delays that might impact customer deliveries.
  • Help organizations predict costs: Automatic cost calculations can be configured for various transportation modes, duties, and other fees incurred to get a product to the warehouse.
  • Help reduce administration and costing errors: Simulate shipping scenarios to predict a standard cost price for an item.

Citt uses Dynamics 365 Supply Chain Management to streamline sourcing, procurement, and management of inbound goods in transit. Now, staff members know when to replenish inventory at each store in a timely manner so that products are in stock and aren’t overstocked.

Streamline and automate rebates and royalty management to increase your bottom line

Rebates and royalty have a significant impact on a company’s margin. The rebate calculation complexity and post-event timing of claims can cause challenges for businesses to accrue, automate and track the rebate in a cost-effective way.

Rebate management provides a central place to manage customer rebates, customer royalty, or vendor rebates. It will help to identify and trace the eligibility against overlapping and concurrent agreement with accuracy and automate the claim and payment process.

Rebates management can be streamlined

Some key business outcomes are:

  • Centralize, streamline, and automate rebates and royalty program management with customers and vendors. It supports tiered pricing and volume rebates.
  • Increase sales, improve margins, and remain competitive with simplified trade planning and real-time reporting such as spend versus rebates.

Overcome disruptions due to quality issues and obsolete parts to keep production running

Strong product data management, formula management, and change tracking of formulations are required to succeed in a world of constantly shrinking product lifecycles, increased quality and reliability requirements, and increased focus on product safety. This helps streamline and reduce the cost of managing product data, reduce errors in production, reduce waste when making design changes, and enable new formulas to be introduced in a controlled way.

Now, companies can manage changes in your process manufacturing master data, including formulas, planning items, co-products, by-products, and catch weight items.

Some key business outcomes are:

  • Ensure compliance and on-time delivery by quickly responding to changing customer or supplier specifications, regulations, and safety standards, and seamlessly managing multiple formulations.
  • Minimize disruptions caused by quality issues and obsolete ingredients by quickly assessing the impact and adjusting formulas through change management to ensure production lines are running every day.

Empower frontline workforce to work with confidence and improve overall warehouse operating efficiency

The warehouse management mobile application includes a fresh, contemporary design that is intuitive, easy to use, and supported by robust enhancements to core warehouse management logic that streamline processing. The solution is designed to help workers be more efficient, productive, and better able to complete work accurately.

The new modern interface can easily scale and adapt to different devices with varying form factors.

Some key business outcomes are:

  • Improved worker efficiency with the most important information made easy to read and in large font, large input controls to quickly dial in quantities, and saved worker preferences and device-specific settings that can be managed centrally.
  • Faster ramp-up of new workers with clear titles and illustrations for each step and full-screen photos to verify product selections.
  • Improved ergonomics with a high-contrast design that provides clear text even on dirty screens, custom button locations to match each worker’s grip, device, and handedness, large touch targets that make the app easy to use with gloves, and possibilities to scale font and button size independent of each other.
  • Alignment with Fluent Design System visual style and interaction, a similar user interface across Dynamics 365 Guides, and production floor execution interface.

Learn more about Dynamics 365 Supply Chain Management

Learn more about Dynamics 365 Supply Chain Management, how to build resilience with an agile supply chain, or if you are ready to take the first step towards implementing one of the most forward-thinking enterprise resource planning (ERP) solution available, then contact us to see a demo or start a free trial.

Find out what’s new and planned for Dynamics 365 Supply Chain Management and listen to our recent podcast “Preparing for your supply chain’s next normal” with Frank Della Rosa and Simon Ellis.

Learn how Microsoft Cloud for Manufacturing is helping create a more resilient and sustainable future through open standards and ecosystems.


1 IDC White Paper, sponsored by Microsoft, title, doc # US47207320 published in January 2021 – “A New Breed of Cloud Applications Powers Supply Chain Agility and Resiliency.”

The post Architecting resiliency in supply chains with Microsoft Dynamics 365 appeared first on Microsoft Dynamics 365 Blog.

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

Get real-time digital analytics with Dynamics 365 Customer Insights

Get real-time digital analytics with Dynamics 365 Customer Insights

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

Navigating the past year has been a challenge as organizations have had to predict the unpredictablehow their business will adapt, how to retain and even grow customer relationships, and how to think long-term when circumstances can change daily. As we continue through 2021, the path is still uncharted, but what’s clear is the importance of knowing your customer. Microsoft Dynamics 365 Customer Insights, a powerful, real-time customer data platform (CDP) can help you bring together transactional, behavioral, and demographic data to create a 360-degree view of your customers. With the 2021 release wave 1 updates for engagement insights (preview) and audience insights in Dynamics 365 Customer Insights, we are elevating our Microsoft customer data platform with even more capabilities to help businesses: Get a holistic view of customers Predict customer needs Drive meaningful actions Rely on a trusted platform to optimize security Get a holistic view of customers To know how your customers are behaving, you need to see the data, whether that be how customers navigate your webpages, what they purchase and when, or why they are contacting customer service. But if this data is scattered across disparate IT systems, it’s hard to see a clear picture. With the addition of engagement insights, you can connect digital analytics with customer profile data to see your customers across touchpoints like web, mobile, transaction, and customer service. By pulling fragmented data together, you can rely on a single source of truth to inform your strategy. We believe you should be empowered to integrate your dataregardless of where it sits. Whether it is in the Microsoft ecosystem or any other system, you can ingest data into Dynamics 365 Customer Insights with prebuilt connectors. In this release, we are providing even more prebuilt connectors such as Experian for you to easily use. In this 2021 release wave 1, we are also introducing the seamless experience between Dynamics 365 Customer Insights and customer journey orchestration capabilities in Microsoft Dynamics 365 Marketing. With this new feature, you can build segments in Dynamics 365 Customer Insights to orchestrate real-time customer journeys in Dynamics 365 Marketing. Predict customer needs Data, even unified data, can mean little for your business without insights. But waiting for data insights can often take weeks or months, which can slow down the speed of your business. We offer out-of-the-box AI models, which are ready to apply as-is, and what would normally take weeks or months takes mere hours with Dynamics 365 Customer Insights. We know that your time is valuable and AI-driven insights can help you get value fast. We’ve added AI-powered suggestions to help segment your customers for more personalized messaging. In this 2021 release wave 1, we’ve also added predicted customer lifetime value as well as transaction and subscription churn to make it easier to identify high-value and at-risk customers. With the addition of the next best action and recommended product features, you can pinpoint which product to recommend a customer next and why. Drive meaningful actions Now that you know what your customers are doing and how you want to foster these relationships, it’s time to take action. Share your data insights with any application, whether through Microsoft or third-party platforms. Our vendor-neutral approach enables you to activate insights through apps like AutopilotHQ, Bing Ads, dotdigital, Facebook, Google Ads, HubSpot, LiveRamp, Marketo, Mailchimp, SendGrid, and more. Rely on a trusted platform to optimize your security Data privacy has become all the more important in recent years and we help you keep your data safe by letting you maintain full control of it. By replacing internal data storage with your own data lake, you can manage your data without relying on third-party data integration tools and APIs. In this 2021 release wave 1, we’ve added incremental data ingestion so that Dynamics 365 Customer Insights will only look for new and updated records since its last run, saving your business valuable time. And because Dynamics 365 Customer Insights is built on the trusted cloud platform Microsoft Azure, you can power your custom machine learning scenarios with the latest version of Azure Machine Learning web services. UNICEF Netherlands turn donors into lifetime supporters Private donors and volunteers are crucial to supporting UNICEF’s mission to help every child thrive, all over the world. With Dynamics 365 Customer Insights and customer journey orchestration in Dynamics 365 Marketing, UNICEF Netherlands can better engage donors and build lifetime loyalty by delivering real-time, personalized messages through the right platforms at the right time. “Dynamics 365 Customer Insights really helps us to segment the right audiences, to focus on them, to engage them in a very relevant way, and to retain them.”Astrid van Vonderen, Director of Fundraising and Private Individuals Learn more about Dynamics 365 Customer Insights and customer journey orchestration in our blog post, “Drive personalized interactions with real-time customer journey orchestration.”

The post Get real-time digital analytics with Dynamics 365 Customer Insights appeared first on Microsoft Dynamics 365 Blog.

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

Get real-time digital analytics with Dynamics 365 Customer Insights

Discover the latest innovations for Dynamics 365 Business Central

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Join us for the Microsoft Dynamics 365 Business Central Launch Event streaming live April 13, 2021 at 8:00 AM Pacific Time and then available on-demand. See what’s next for Dynamics 365 Business Central and get access to breakout sessions available on-demand as well as live chats with product experts. Read our preview below, and then register to join the event. In a recent Microsoft-commissioned IDC survey of small and midsized businesses (SMBs) across the globe, 60 percent of leaders indicated that 2021 will be spent on pivoting and focusing on recovery. These leaders stated that their top three business challenges included increasing business agility, productivity, and revenue. While the good news is that moving to the cloud with a modern business management solution can help SMBs address these challenges, many leaders within SMBs struggle to carve out the time to create a digital transformation strategy. That’s where we can help. Dynamics 365 Business Central helps SMBs adapt faster, work smarter, and perform better Dynamics 365 Business Central provides a connected cloud business management solution for growing small and midmarket organizations. Connected means you can bring together your finance, sales, service, and operations teams within a single application to get the insights needed to drive your business forward and be prepared for what’s next. We focus our product innovations on investments to help SMBs: Adapt fasterBe prepared for disruption with the insights needed to pivot quickly, shift business models, and cultivate strategic plans. Work smarterStop app switching and boost productivity using interoperability with Microsoft Teams, Excel, Word, and Outlook. Perform betterEnable better business performance with continuous process improvements, real-time insights, and responsiveness across your entire businessnot just financials. Take a look at a few of the updates that we are introducing in the 2021 release wave 1 for Dynamics 365 Business Central to help you adapt faster, work smarter, and perform better. Adapt faster: Onboarding guidance Pivoting quickly is only possible if you can get everyone across your company to adopt new business apps, processes, and models. While to go-live is critical for all new business management solutions, time to productivity for your people is the better measurement of success. In the 2021 release wave 1, we are investing in getting started checklists, a welcome banner, and in-app contextual help with teaching tips to ensure your people can onboard and deliver results faster. Work smarter: Better together on the Microsoft cloud Microsoft is the only company that provides productivity, collaboration, development, AI, business intelligence, and business applications all within a single cloud. The result goes beyond the ability to support remote work, improve security, and control costs. By connecting Dynamics 365, Microsoft 365, and Power Platform you will empower your organization to be more collaborative, more productive, and more impactful. In the 2021 release wave 1, we have improved interoperability with Microsoft Teams, Word, and Excel, along with enabling integration between Dynamics 365 Business Central virtual tables into Microsoft Dataverse solutions. Additionally, we have enabled support for Universal Print to streamline the way companies manage printing from Dynamics 365 Business Central. Perform better: Improved dimensions and expansion to more geographies We continue to invest in capabilities that help our customers optimize financial performance and drive continuous business process improvements. The 2021 wave 1 release supports global expansion, as we bring Dynamics 365 Business Central to more countries, with availability in India, Greece, Romania, and Turkey. We have also invested in simplifying working with dimensions and general ledger entry corrections. Consistent and accurate dimension value attributes on operational and financial transactions ensure greater insights from your business data. Learn more This is just a glimpse of the latest innovations for Dynamics 365 Business Central. We have also invested in delivering improvements requested by our partners and customers, including enhancements across banking, payments, performance, supply chain optimization, and usability. Learn more about how Dynamics 365 Business Central can help you adapt faster, work smarter, and perform better. Register for the Microsoft Dynamics 365 Business Central Launch Event streaming live April 13, 2021 at 8:00 AM Pacific Time and then available on-demand and get access to breakout sessions and live chats with product experts. Sources: IDC, SMB leaders survey, 2020

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