Support parallel working with multiple sequences in Dynamics 365 Sales 

Support parallel working with multiple sequences in Dynamics 365 Sales 

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

A guide for sales managers and sellers who want to improve their customer engagement and collaboration with multiple sequences now available across Dynamics 365 Sales. 

Productivity and efficiency are important to sales teams. Improving customer engagement, as well as collaboration when multiple team members work on an account, can be key to securing deals faster, and bringing better business results. With the support of multiple sequences in Dynamics 365 Sales, this now becomes easier than ever. 

In this blog, we will show you how you can streamline parallel sales processes, coordinate your sales efforts, and optimize your customer interactions. You will also learn how to create, manage, and monitor multiple sequences in Dynamics 365 Sales. Whether you are a sales manager or a seller, we will cover some useful tips and best practice to make the most of this powerful feature. 

Ready to boost your sales performance with multiple sequences? Sign up for a free trial of Dynamics 365 Sales today and discover how it can transform your sales organization. 

What are sequences and why do you need them? 

Sequences are a series of steps that sellers can follow to engage with customers and prospects in a consistent and effective way. They help sales managers provide guidance on best practices and ensure that every customer interaction is aligned with the sales strategy. Sequences can include various types of activities, such as emails, phone calls and tasks. In addition, sellers can utilize sequences as well, to automate their successful selling formulas and reduce manual work.

But what if you have multiple team members working on the same record (for example an account)? How can you ensure that they are not stepping on each other’s toes or sending conflicting messages to the customer? How can you leverage the expertise and skills of different sellers to create a better customer experience? 

This is where multiple sequences come in handy. Multiple sequences allow you to connect more than one sequence to a record, so that different sellers can work simultaneously on the same record with different sequences. For example, you can have an account manager and a solution architect working on the same opportunity, each with their own set of activities. This way, you can optimize your customer engagement and collaboration to drive better business outcomes. 

How to connect multiple sequences to a record? 

There are two ways to connect multiple sequences to a record: manually and automatically. 

  • Manually connecting a record to a sequence: Connect a record to a sequence by using the connect sequence button on the record page to launch the connect sequence dialog. You can connect multiple sequences to a record at the same time, as long as the record owner or the sequence owner has the relevant permissions to do so. You can also disconnect a sequence from a record manually, by selecting the disconnect sequence button on the record page. 
  • Automatically connecting a record to a sequence: Connect a record to a sequence by using the segmentation feature. Segmentation allows you to define criteria for a group of records that qualify for a sequence. For example, you can create a segment for all the opportunities that have a high probability of closing in the next quarter. You can then associate a sequence to that segment, so that whenever a record meets the criteria, it is automatically connected to the sequence.
Manually connect record to sequence

How to assign a sequence to a different user than the record owner? 

By default, when a record is connected to a sequence, the sequence is assigned to the record owner. However, you may want to assign a sequence to a different user, depending on their role and responsibilities. For example, you may want to assign a sequence to a specialist role for a record, such as a solution architect or a technical consultant. 

To do this, you can use the sequence assignment feature. Sequence assignment allows you to select a field in the record entity or a related entity that can be used to assign the sequence. For example, if you have a field called opportunity_rep in the opportunity entity, you can assign the sequence to the user who is specified as the opportunity rep for that record. You can also use the properties pane to assign the sequence to the account owner, or owner/access team with capability to assign the sequence to a user with a specific role in the respective team. 

graphical user interface, application
Automatic assignment of Sequence

How to view the connected sequences and users for a record? 

Once you have connected multiple sequences to a record, you may want to view the connected sequences and the users who are working on them. This can help you get a better understanding of the customer engagement and collaboration happening on the record and what work is left to execute. 

To see the sequences and users that are linked to a record, you can select the sequence title from the Up next widget which will take you to the preview pane that shows all the sequences that are related to the record. The sequence preview gives you a full overview of the sequence, including the progress and activities for different paths. To see a sequence, choose the name of the sequence in the Up next widget. The sequence opens in a pane showing the list of activities that have been set up within it. 

You can also use the sequence stats report to see status, progress, and performance of each sequence. In addition, you can see the number of completed, overdue, and upcoming activities, as well as each email’s open rate, click rate, and conversion rate in the sequence.  

graphical user interface, application
View sequences connected to a Record.

How to view sequence steps in a record using the Up next widget? 

In cases where a record is associated with multiple sequences, you may want to efficiently plan the execution by accessing all the available steps of these sequences. The new enhancements empower you to achieve precisely that! Now, the sequence name showcased on the Up next widget transforms into a clickable link. Upon clicking, it reveals a comprehensive list of all steps associated with that specific sequence. This feature facilitates the simultaneous viewing of both executed and upcoming steps in a single pane, streamlining the planning process for the subsequent steps. 

graphical user interface, text, application, email
View all sequence steps in preview pane by clicking on Sequence name in Up next widget

Conclusion 

Multiple sequences in Dynamics 365 Sales are a powerful capability that can help you improve your customer engagement and collaboration:

  • By connecting multiple sequences to a record, you can optimize your sales process and leverage the skills and expertise of different sellers.
  • By assigning a sequence to a different user than the record owner, you can ensure that the right person is doing the right activity.
  • By viewing the connected sequences and users of a record, you can get a better insight into the customer communication and collaboration happening on the record.

With multiple sequences, you can drive better business outcomes and gain a competitive edge in the marketplace. 

Next steps

Learn how to Improve Sales process efficiency using sequence insights – Microsoft Dynamics 365 Blog  

Learn more about sequences and how to create them:  
Sequences in sales accelerator | Microsoft Learn  

Learn more about segments in sequences:  
Create segments and connect them to sequences | Microsoft Learn 

Explore our getting started templates to quickly create sequences and try them for yourself:  
Sequence templates | Microsoft Learn  

Don’t have Dynamics 365 Sales yet? Try it out now: Sales Overview – Dynamics Sales Solutions | Microsoft Dynamics 365 

The post Support parallel working with multiple sequences in Dynamics 365 Sales  appeared first on Microsoft Dynamics 365 Blog.

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

Translating Dynamics 365 Products with Dynamics 365 Translation Service 

Translating Dynamics 365 Products with Dynamics 365 Translation Service 

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

In today’s global marketplace, translating applications is not just a nice-to-have, it’s a necessity. Providing native language versions of your software not only enhances user experience but also ensures compliance with regional laws and regulations, including language requirements. For select products, partners have the flexibility to create their own translations in countries where Microsoft does not provide a translated or localized version. 

Dynamics 365 Translation Service (DTS): Your partner in localization 

If you’re a partner or an Independent Software Vendor (ISV) looking to expand your reach through localization and translation, look no further than Dynamics 365 Translation Service (DTS). Hosted within Dynamics 365 Lifecycle Services (LCS), DTS is a comprehensive solution that enables end-to-end translation workflows. With DTS, you can create and manage translation projects with ease. It also provides seamless integrations with Visual Studio, Visual Studio Code, Azure DevOps, and Power Platform. Trusted by over 1,800 companies worldwide, DTS is your reliable partner for all your Dynamics 365 translation needs. 

High-quality translations with DTS 

What sets DTS apart is its use of product-specific machine translation models. These models are custom trained with Microsoft-produced translations, ensuring high-quality outputs that match the style and terminology of the original product. For those seeking a more personalized touch, DTS offers the option to create a custom-trained machine translation models using your own translation memories. This feature allows you to obtain translations that are tailored to your business’ existing content, providing a truly customized experience. 

Web Portal 

The DTS web portal is the primary means for interacting with the service. Through the friendly interface, you can create and manage translation projects. Once a translation request is completed, DTS provides the translated native file along with an XLIFF translation memory (TM). This TM can be used to revise the machine translation output and regenerate translations with the updated content. You can also use those TMs during future requests. Matching strings will be recycled, alleviating the need to edit the known translation again whilst maintaining consistency across product versions.  

Extensibility  

DTS offers a range of extensions and an API to enhance accessibility and enable automation. With the IDE extensions, translations can be performed directly within the respective workspaces. These offerings save you time by bringing the DTS experience to your development environment along with allowing for automated translation workflows.  

VisualStudio Visual Studio Extension – Translate Finance and Operations solutions from the developer environment​.  Marketplace listing 
iconVSCode Visual Studio Code extension – Translate Business Central AL projects from developer environment.   Marketplace listing 
AzurePipelineLogo Azure Pipelines tasks –  Automated translations workflow against Azure DevOps repositories.   Marketplace listing 
icon Power Platform Connector  – No-code automated translation workflow.    Connector Reference   
icon API – Design and implement custom translation solutions.   Documentation 

Supported Products 

DTS supports the following Dynamics products: 

Product  Supported format for user interface files  Supported format for documentation files 
Dynamics 365 Finance and Operations   .label.txt  .docx, .html 
Dynamics 365 Business Central   .xlf  .docx, .html 
Microsoft Dynamics 365 Commerce  .label.txt  .docx 
Microsoft Dynamics CRM  .resx  .docx 
Microsoft Dynamics NAV  .etx, .stx, .resx, .txt, .xml, .xlf  .docx 

Onboard to DTS today 

In the realm of translation project management, the Dynamics 365 Translation Service (DTS) prioritizes ease of use and efficiency. The DTS web portal, along with its API and extensions streamline your translation workflow. With DTS, you can deliver fast high-quality translations with ease and at no additional cost. This service is available to Dynamics partners and ISVs. To get started, or learn more visit these pages: 

The post Translating Dynamics 365 Products with Dynamics 365 Translation Service  appeared first on Microsoft Dynamics 365 Blog.

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

Best practices in moving to cloud native endpoint management

Best practices in moving to cloud native endpoint management

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

This blog is the second of three that details our recommendation to adopt cloud native device management. Understand the lessons from various Intune customers in their journeys and how they achieved greater security, cost savings, and readiness for the future through their cloud transformations.

The post Best practices in moving to cloud native endpoint management appeared first on Microsoft 365 Blog.

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

2024 release wave 1 plans for Microsoft Dynamics 365 and Power Platform now available

2024 release wave 1 plans for Microsoft Dynamics 365 and Power Platform now available

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

On January 25, 2024, we published the 2024 release wave 1 plans for Microsoft Dynamics 365 and Microsoft Power Platform, a compilation of new capabilities planned to be released between April 2024 and September 2024. This first release wave of the year offers hundreds of new features and improvements, showcasing our ongoing commitment to fueling digital transformation for both our customers and partners.

This release reinforces our dedication to developing applications and experiences that contribute value to roles by dismantling barriers between data, insights, and individuals. This wave introduces diverse enhancements across various business applications, emphasizing improved user experiences, productivity, innovative app development and automation, and advanced AI capabilities. Watch a summary of the release highlights.

Explore a heightened level of convenience when examining Dynamics 365 and Microsoft Power Platform release plans using the release planner. Enjoy unmatched flexibility as you customize, filter, and sort plans to align with your preferences, effortlessly sharing them. Maintain organization, stay informed, and remain in control while smoothly navigating through various active waves of plans. For more information, visit the release planner.

Highlights from Dynamics 365 

Field engineer inspects electrical substation server room on a wind farm using remote assist with HoloLens2

Dynamics 365 release wave

Check out the 2024 release wave 1 early access features.

Microsoft Dynamics 365 Sales enhances customer understanding and boosts sales through data, intelligence, and user-friendly experiences. The 2024 release wave 1 focuses on providing sellers timely customer information, expediting deals with actionable insights, improving productivity, and empowering organizations through open configurability and expanded generative AI leadership. Check out this video about the most exciting features releasing this wave.

Microsoft Copilot for Sales continues to deliver and enhance cutting-edge generative AI capabilities for sellers by enriching the Copilot in Microsoft 365 capabilities with sales specific skills, data, and actions. Additionally, the team will focus on assisting sellers on the go within the Outlook and Microsoft Teams mobile apps.

Microsoft Dynamics 365 Customer Service will continue to empower agents to work more efficiently through Copilot, filtering response verification, diagnostic tools for admins and agents, and usability improvements to multi-session apps. Additionally, we’re making enhancements to the voice channel, and improving unified routing assignment accuracy and prioritization. Watch this video about the exciting new features in Customer Service.

Microsoft Dynamics 365 Field Service is a field service management application that allows companies to transform their service operations with processes and experiences to manage, schedule, and perform. In the 2024 release wave 1, we’re introducing the next generation of Copilot capabilities, modern experiences, Microsoft 365 integrations, vendor management, and Microsoft Dynamics 365 Finance and Microsoft Dynamics 365 Operations integration.

Microsoft Dynamics 365 Finance continues on its journey of autonomous finance, building intelligence, automation, and analytics around every business process, to increase user productivity and business agility. This release focuses on enhancing business performance planning and analytics, adding AI powered experiences, easing setup of financial dimension defaulting with AI rules guidance, increasing automation in bank reconciliation, netting, expanding country coverage, tax automation, and scalability. See how the latest enhancements to Dynamics 365 Finance can help your business.

Microsoft Dynamics 365 Supply Chain Management enhances business processes for increased insight and agility. Copilot skills improve user experiences, while demand planning transforms the forecast process, and warehouse processes are optimized for greater efficiency and accuracy. See how the latest enhancements to Dynamics 365 Supply Chain Management can help your business.

Microsoft Dynamics 365 Project Operations is focused on enhancing usability, performance, and scalability in key areas such as project planning, invoicing, time entry, and core transaction processing. The spotlight is on core functionality improvements, including support for discounts and fees, enhanced resource reconciliation, journals, approvals, and contract management, with added mobile capabilities to handle larger projects and invoices at an increased scale. See how the latest enhancements to Dynamics 365 Project Operations can help your business.

Microsoft Dynamics 365 Guides is bringing several new capabilities and enhancements including supporting high-detail 3D model support through Microsoft Azure Remote Rendering and greatly improved web content support that enable customers to build mixed reality workflows that are integrated with their business data. Additionally, support for Guides content on mobile will be generally available in the coming wave through a seamless integration with the Dynamics 365 Field Service mobile application.

Microsoft Dynamics 365 Human Resources will continue to improve recruiting experiences with functionality to integrate with external job portals and talent pools and offer management. We will continue to expand our human capital management ecosystem to include additional payroll partners and build better together experiences that span the gamut of what Microsoft can offer to improve employee experiences in corporations of any size and scale across the globe. See how the latest enhancements to Dynamics 365 Human Resources can help your business.

Microsoft Dynamics 365 Commerce continues to invest in omnichannel retail experiences through advancements in mobile point of sale experiences like Tap to Pay for iOS and offline capabilities for Store Commerce on Android. The business-to-business buying experience is enhanced with new capabilities, and a streamlined order management solution for buyers who work across multiple organizations.

Microsoft Dynamics 365 Business Central is delivering substantial enhancements, with a central emphasis on harnessing the power of Copilot. Available in more than 160 countries, the team is focused on Copilot-driven capabilities to streamline and enhance productivity through enhanced reporting and data analysis capabilities, elevated project and financial management, and simplified workflow automation. We have also upgraded our development and governance tools and introduced improvements in managing data privacy and compliance.

Microsoft Dynamics 365 Customer Insights – Data empowers every organization to unify and enhance customer data, using it for insightful analysis and intelligent actions. With this release, we’re making it easier and faster to ingest and manage your data. AI enables quick insights and democratized access to analytics. Real-time data ingestion, creation, and updates further enable the optimization of experiences in the moments that matter. Check out this video about the most exciting features releasing this wave.

Microsoft Dynamics 365 Customer Insights – Journeys brings the power of AI to revolutionize how marketers work, enabling businesses to optimize interactions with their customers with end-to-end journeys across departments and channels. With this release, we empower marketers with a deeper customer understanding, we enable them to create new experiences within minutes, reach customers in more ways, and continuously optimize results. Thanks to granular lead qualification, we continue to boost the synergy between sales and marketing to achieve superior business outcomes. Check out this video about the most exciting features releasing this wave.

Highlights from Microsoft Power Platform 

Microsoft Power Platform

Check out the 2024 release wave 1 early access features.

Close-up of hands holding a tablet.

Watch this video about the most exciting features releasing this wave in Microsoft Power Platform.

Microsoft Power Apps focuses on integrating Copilot to accelerate app development with AI and natural language, enhancing user reasoning and data insights in custom apps. The team is also simplifying the creation of modern apps through contemporary controls, responsive layouts, and collaboration features. Additionally, they’re facilitating enterprise-scale development, enabling makers and admins to expand apps across the organization with improved guardrails and quality assurance tools.

Microsoft Power Pages interactive Copilot now supports every step of site building to create intelligent websites—design, page layouts, content editing, data binding, learning, chatbot, accessibility checking, and securing the site. Connect to data anywhere with the out-of-the-box control library and secure the website with more insights at your fingertips.

Microsoft Power Automate is bringing Copilot capabilities across cloud flows, desktop flows and process mining. This will allow customers to use natural language to discover optimization opportunities, build automations, quickly troubleshoot any issues, and provide a delightful experience in managing the automation estate. For enterprise-scale solutions, maintenance is made easier with improved notifications on product capabilities.

Microsoft Copilot Studio brings native capabilities for extending Microsoft Copilot, general availability for generative actions, and geo-expansions to the United Arab Emirates, Germany, Norway, Korea, South America, and South Africa. We’re also introducing rich capabilities to integrate with OpenAI GPT models, along with new channels such as WhatsApp, and software lifecycle capabilities such as topic level import/export and role-based access control.

Microsoft Dataverse continues to make investments focusing on enhancing maker experience by improving app building productivity infused with Copilot experiences, seamless connectivity to external data sources, and AI-powered enterprise copilot for Microsoft 365.

AI Builder invests in three key areas: prompt builder for GPT prompts, intelligent document processing with new features and models, and AI governance improvements, including enhanced capacity management and data policies. These initiatives aim to empower users with advanced generative AI, streamline document processing, and strengthen governance across AI models within Power Apps.

Early access period 

Starting February 5, 2024, customers and partners will be able to validate the latest features in a non-production environment. These features include user experience enhancements that will be automatically enabled for users in production environments during April 2024. To take advantage of the early access period, try out the latest updates in a non-production environment and effectively plan for your customer rollout. Check out the 2024 release wave 1 early access features for Dynamics 365 and Microsoft Power Platform or visit the early access FAQ page. For a complete list of new capabilities, please check out the Dynamics 365 2024 release wave 1 plan and the Microsoft Power Platform 2024 release wave 1 plan, and share your feedback in the community forums via Dynamics 365 or Microsoft Power Platform.

The post 2024 release wave 1 plans for Microsoft Dynamics 365 and Power Platform now available appeared first on Microsoft Dynamics 365 Blog.

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

Best practices in moving to cloud native endpoint management

Bring virtual connections to life with Microsoft Mesh, now generally available in Microsoft Teams

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

We are thrilled to announce that Microsoft Mesh is now generally available. Experience Mesh today in Microsoft Teams and elevate your meetings with immersive virtual spaces.

The post Bring virtual connections to life with Microsoft Mesh, now generally available in Microsoft Teams appeared first on Microsoft 365 Blog.

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

Embrace cloud migration with Microsoft Dynamics 365

Embrace cloud migration with Microsoft Dynamics 365

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

In today’s rapidly evolving business environment, organizations must make fast decisions and embrace agile practices to reshape their operations while ensuring stability and continuity. Inflexible, outdated, and disconnected systems often pose risks that hinder their ability to respond promptly, seize new opportunities, and minimize disruption. 

In the recent Microsoft Dynamics 365 Future of Enterprise Resource Planning (ERP) Survey, we discovered that 93% of business leaders advocate the benefits of adopting flexible and integrated ERP systems. However, only a mere 39% expressed confidence in their current ERP system’s flexibility and integration capabilities to effectively leverage resources for business model transformation.1 This insight is crucial, particularly for organizations with legacy on-premises solutions that may struggle to meet new business demands. 

Businesses relying on on-premises ERP and business management systems face challenges including: 

  •  Slow responsiveness and delayed decision making due to disconnected data and lack of real-time information. 
  • Greater vulnerability to security threats and challenges in meeting compliance due to a lack of advanced capabilities and resources.
  •  Difficulty competing with peers that embrace new AI-powered technologies dependent on cloud solutions. 

In this blog post, we’ll discuss how the shift to cloud solutions empowers organizations to tackle challenges and thrive in a demanding era. We’ll also explore Microsoft’s Accelerate, Innovate, Move (AIM) program for a smooth cloud transition. 

Security worker in front of computer monitors at work-from-home setup

Make the cloud work for your business

Realize AI-guided productivity in the cloud

Meet new demands with cloud innovation 

The importance of business agility in today’s quickly shifting economy can’t be emphasized enough. With economic volatility and swiftly changing consumer preferences, 77% of business leaders acknowledge that these conditions are the most critical factors driving the need for agile business operations.2 Prioritizing agility enables organizations to respond effectively to evolving market conditions and gain a competitive advantage. 

One customer that capitalized on the opportunity to meet new business challenges by moving from on-premises to the cloud was Ullman Dynamics, a world-leading provider of highly sophisticated suspension boat seats that serves organizations in more than 70 countries, including the United States Navy.  

Serving customers is Ullman’s highest priority, but as the company grew, outdated technology kept it from meeting customer demands in key markets. With a recent surge in growth, experiencing up to a 50% annual increase, Ullman required warehouse expansion every two years. Concurrently, its products had to evolve to meet customer demands. This escalating scale and complexity strained its legacy business solution. 

“Our traditional, on-premises ERP solution wasn’t able to handle the complexities of our modern business. We needed to consolidate our data into a more powerful system that could provide a full overview of our operations.” 

Carl Magnus, Chief Executive Officer, Ullman Dynamics

In selecting a new business solution, Ullman had exacting criteria. It sought a solution that could scale and support its expanding global enterprise while also demanding exceptional flexibility. 

By implementing cloud-based Microsoft Dynamics 365 Business Central, Ullman has enabled flexibility, efficiency, and access to valuable insights needed to improve quality service to its expanding client base.

“We’re number one in the world everywhere except for the United States. Now that Dynamics 365 Business Central has removed the barriers to growth, we are fully integrated into the US market, and Ullman Dynamics USA is poised for great success.” 

Carl Magnus, Chief Executive Officer, Ullman Dynamics

Improve security when moving to the cloud

Another vital benefit that organizations gain by migrating to the cloud is the rapid innovation of security and compliance capabilities. The cloud helps protect business continuity, streamline IT operations, and navigate challenging compliance obligations as businesses grow. 

Microsoft invests heavily in security measures and has the resources and expertise to implement and maintain higher levels of security than an individual organization could achieve on-premises. This is particularly important for small to medium-sized businesses, which often lack the resources to keep pace with evolving security threats. 

A recent Microsoft study shows that 70% of organizations with under 500 employees are susceptible to human-operated ransomware attacks3, with these attacks becoming more sophisticated and harder to detect. They often target unmanaged devices, which lack proper security controls, and 80 to 90% of successful ransomware compromises originate from such devices.3 This poses a significant security risk for on-premises organizations that lack the advanced security available in the cloud. 

Microsoft customers benefit from 135 million managed devices providing security and threat landscape insights and utilize advanced threat detection with 65 trillion signals synthesized daily using AI and data analytics.4 Moving to the cloud enables organizations to rapidly innovate and simplify the implementation of essential security practices, threat detection, and device management, granting them better protection. 

While cloud technologies offer enhanced cybersecurity, they also help simplify compliance with regulatory standards, which is equally important. Managing complex certifications independently is challenging, with 65% of firms struggling with General Data Protection Regulation (GDPR) compliance.5 Microsoft assists customers in assessing data protection controls and offers solutions for compliance, including GDPR, California Consumer Privacy Act (CCPA), International Organization for Standardization 27701 (ISO 27701), International Organization for Standardization 27001 (ISO 27001), Health Insurance Portability and Accountability Act (HIPAA), Federal Financial Institutions Examination Council (FFIEC), and more, enabling rapid and scalable compliance. 

With Dynamics 365, organizations can confidently improve the security of their business systems when they move to the cloud. With access to advanced technology for scaling and managing security, as well as a network of thousands of specialized security experts, Microsoft provides tools and resources to ensure your migration goes as smoothly as possible.

Unlock AI and productivity with the cloud  

One compelling reason for business leaders to transition from on-premises to the cloud is the potential for enhancing daily work and productivity with collaborative applications and AI. With 73% of business leaders emphasizing the importance of productivity improvements and 80% acknowledging the transformative role of AI, the cloud offers the means to establish hybrid work models, harness automation, and leverage artificial intelligence, resulting in a significant boost in overall productivity. 

With the recent introduction of Microsoft Copilot, businesses can use transformative AI technology that offers new ways to enhance workplace efficiency, automate mundane tasks, and unlock creativity. At a time when two in three people say they struggle with having the time and energy to do their job, Copilot helps to free up capacity and enables employees to focus on their most meaningful work.7 

While productivity can be enhanced with Copilot and AI, the combination of these tools with other cloud capabilities, such as collaborative applications, transforms the way work is conducted. By seamlessly connecting Microsoft 365 (Microsoft Teams, Outlook, and Excel) with Dynamics 365, businesses can swiftly make strides in improving productivity through cloud adoption. This connection between employees, data, and applications reduces context switching, centralizes workflows, and promotes efficient actions. 

According to Harvard Business Review, the cost of switching between applications is just over two seconds, and the average user toggles between different apps nearly 1,200 times per day.8 This translates to spending just under four hours per week reorienting themselves after switching to a new application. Annually, this adds up to five working weeks or 9% of their total work time. The opportunity to connect employees to data and collaborative tools with the cloud will save valuable time and enable organizations to achieve more.  

Move to the cloud with AIM 

At Microsoft, our mission is to empower organizations to embrace cloud technologies and help enable a smooth transition. To accomplish this goal, we have introduced AIM, which stands for Accelerate, Innovate, Move. 

AIM is a comprehensive program designed to provide organizations with a tailored path to confidently migrate critical processes to the cloud. This initiative helps organizations optimize their systems for enhanced business agility, security, and AI technology integration. AIM offers qualified customers access to a dedicated team of migration advisors, expert assessments, investment incentives, valuable tools, and robust migration support. 

With AIM, customers gain access to a range of licensing and deployment offers aimed at reducing costs and maximizing their investments. On-premises customers can take advantage of discounted pricing when transitioning to the cloud, allowing them to optimize their investments as their businesses continue to grow. 

When moving from on-premises to the cloud, customers can anticipate a positive ROI. Comprehensive studies reveal that over a three-year period, Dynamics 365 ERP solutions demonstrate strong customer ROI: 

With Microsoft Dynamics 365, organizations can confidently embrace cloud migration, equipping themselves with essential capabilities to excel in a rapidly changing economy. 

Start your journey today.

Sources:

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