Dynamics 365 is a sophisticated Microsoft business application, it grants the ability to better manage the relationships of your Sales, Customer Service, Field Service and Operation processes. But how can you access your data while you are out in the field, the internet is down or you are not anywhere near your PC? Dynamics 365 for phones and Dynamics 365 for tablets apps are the solution when you're on the go. These apps give you immediate access to accounts, contacts, opportunities, cases, and so much more!
How to get the App:
Go to the app store on your device and download either Dynamics 365 for phones or Dynamics 365 for tablets, depending on the device you are working with. Both phone and tablet users alike will appreciate the new Unified Interface. The Unified Interface provides an optimized viewing and interaction experience, relative to screen size, device, and orientation.
Accessing the App:
Once you have the app installed, open the app on your device, enter your Dynamics 365 URL (web address), and click the arrow to continue. Next you will be prompted for your user name and password. If you are unsure of any of these values, contact your Dynamics 365 administrator.
Once logged in, you will have access to the components which have been configured for mobile within your organizations environment and fit within the parameters of your security role. You will be presented with Dashboards, Records, and Views, and many other features, which you are already familiar with. You will notice a variance in how the screen renders as compared to your PC, the apps presentation is designed to make it more conducive to the condensed screen real estate, without losing any functionality.
To ensure that confidential information does not end up in the wrong hands, it is simple to sign out of the Dynamics 365 app on your device, tap the ellipses, then choose Sign Out.
Do note the following:
- The Windows Phone app for Dynamics 365 (online) version 9.0. was deprecated as of May 22, 2018. The Windows Phone app will no longer be supported for Dynamics 365 (online) version 9.0. Support for the app on Windows tablets and PCs remains unchanged. You can still use the Windows Phone app for Dynamics 365 version 8.2 and earlier. This is only relevant if you are planning to update to Dynamics 365 version 9.0 and have a Windows phone.
- Dynamics 365 has separate mobile apps for Field Service and Operations.
- Microsoft won’t onboard any additional customers to Mobile offline currently, further notice will be released. This does not affect existing customers who already use mobile offline.
WebSan Solutions Inc. recognized as the winner of the 2018 Microsoft Canada Modern Marketing Innovation IMPACT Award for the Second Consecutive YearWritten by Natalie Williams
WebSan Solutions Inc. is proud to announce that our team has won the 2018 Microsoft Canada Modern Marketing Innovation award. These annual awards recognize Microsoft partners who demonstrate excellence in innovation and implementation of customer solutions based on Microsoft technology. Microsoft prides on having the largest partner ecosystem in the industry, with over 14,000 partners across Canada. Each of these partners play an integral role in unlocking new opportunities for Canadian companies and Microsoft is committed to helping their partner ecosystem build profitable businesses and successfully take their solutions to market.
Microsoft Canada presented these awards in 16 categories on July 16, 2018 at the Microsoft Inspire conference in Las Vegas, Nevada. Winners were selected based on the outstanding work the companies provided to their customers and community.
“This year’s IMPACT award winners represent the best and most forward-thinking innovators coming out of our partner community in Canada,” said Suzanne Gagliese, Vice President, One Commercial Partner, Microsoft Canada. “Microsoft’s partner ecosystem plays a fundamental role in driving Canada’s innovation agenda forward, and ultimately strengthening our position as a globally competitive and prosperous country. We congratulate all of the winners on this amazing achievement and their continued dedication to bringing cutting-edge solutions to complex business challenges and providing digital transformation opportunities for our shared customers.”
“To be among great company and win the Modern Marketing Innovation award is such a great honour. For me, it validates the hard work and tireless efforts of our marketing team to achieve outstanding results.
Our accomplishment illustrates our ability to stay ahead of the curve and serves as a testament to all our marketing efforts.” stated Andrew King, Managing Director at WebSan Solutions Inc.
For additional information:
About WebSan Solutions Inc.:
Located in the Greater Toronto Area, WebSan Solutions Inc. is a Microsoft Dynamics Gold Certified Partner and IT consulting and solutions provider. As the Largest Hosting Provider for Microsoft Dynamics in Canada and with over a decade of experience in Enterprise Software solutions, online business and financial accounting software, the experts at WebSan know how to help you transform your business.
About Microsoft Inspire:
Microsoft Inspire is an annual, global convergence of Microsoft’s top partners. It’s where we come together to network, drive business growth and identify new profitability opportunities. This year at Inspire, we will continue to focus on key trends that represent the most profitable models for partners.
Dynamics 365 Business Central Inventory Planning
Do you know what items you currently have on hand? Do you know which items are needed? Join our webinar to see how the inventory planning system works in Microsoft Dynamics 365 Business Central.
This session will include:
• Extensive inventory planning capabilities for procurement and manufacturing
• Reorder point planning and full MRP
• Planning combination of location and item (stock keeping units)
• Dashboard/Reporting in Power BI
Date: Thursday July 26, 2018
Time: 11:00AM - 11:30AM EST
CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!
Microsoft Flow, your simple solution for synchronizing data!
Looking for a simple way to synchronize data between the various business applications which you run your business on? Attend our webinar on Microsoft Flow to learn how you can create automated workflows bridging the gap between your business-critical apps and services. Microsoft Flow currently offers over 200 connectors, with new ones being added all the time.
This session will include:
• What is Microsoft Flow
• Available Connectors
• Use Cases
• Creating/Managing a Flow
Date: Wednesday August 1, 2018
Time: 11:00AM - 11:30AM EST
CLICK HERE TO SIGN UP FOR THE WEBINAR TODAY!
Analyze Dynamics 365 data to gauge performance. Recognize trends. Mass edit thousands of records. Share data with someone that is not a D365 User. These business requirements and so much more can be accomplished when you export your data to Excel or Excel Online from Dynamics 365. Plus extracting a large number of records is a non-issue because you can export up to 100,000 records in a single export file.
The Export to Excel feature has proven to be a vital asset in the D365 application over the years due its ease of use, and its obvious connection to Excel. With the continued enhancements in Dynamics 365, and the technology which can be integrated with the application, you can certainly do so much of your data analysis without ever leaving the environment, thereby reducing the need to export your data. Fact is though, so many have come to know, love and depend upon the tools and functions in Excel which bring data to life, thereby making the Export to Excel feature a much-coveted feature still.
Besides the need to extract data for data analysis, the Export to Excel feature carries another extremely valuable purpose. What if you have a query of 10,000 Account records, for example, and want to update the Industry field on all of them to the same value? Sure, you could select a maximum of 250 records per page and mass edit them. But consider this, 10,000 divided by 250, you would need to repeat the process 40 times. And let’s be realistic, out of the 10,000 records, chances are slim you would be modifying the Industry field value to the exact same value for all.
By leveraging the export to Excel function, not only can you view thousands of rows of data at once, you can also update all of them at once too. Data is exported in the same format as you see in your View, so text remains text, numbers remain numbers, and dates remain dates. The cell format in Excel may change for some formatting types, so you will need to be aware of this and be sure to update the affected rows accordingly.
Make any necessary changes in the exported file, and then import the file back into Dynamics 365. Just like that, your 10,000 Account records have been updated in a fraction of the time, and you have significantly reduced the risk of making an error.
Below is a rundown of the export options:
- Static Worksheet: The exported data will not change, what you export is what you get every time the file is opened. This mode of export is most commonly used when data needs to be shared with a non D365 User or when a mass number of records need to be modified
- Dynamic Worksheet: Data contained in the export file will dynamically update based upon changes made in D365 each time the file is opened or refreshed. This mode of export is most commonly used to maintain a file on your local machine allowing you to surface the most up-to-date information without having to access D365. Do note that the file can only be opened and viewed by a D365 user, and the Dynamics 365 for Outlook Client must be installed to refresh data
- Dynamic PivotTable: Similar to the Dynamic Worksheet with the added benefit of viewing your Dynamics 365 data in an Excel PivotTable, allowing you to see patterns and trends in data.
- Excel Online: When you export to Excel Online, the data appears just as it would as if opened in the desktop version. From Excel Online you can quickly manipulate data and push it back into D365 with the click of a button. Another value-add is you can perform ad-hoc analysis on the data, and although you cannot save it back to D365, you can save as a new file for future analysis/reference.
The data export function, enables you to easily manage your data, maintain data integrity, reduce workload and save time!
Out of the box, Dynamics 365 has many great out-of-the-box entities such as accounts, contacts, leads, and opportunities. However, it is often the case, that the out of the box entities may not be the right fit or the only fit for every business. Businesses often have their own special requirements, and when these requirements do not fit the D365 mold, we look to custom entities to accomplish the desired result. Through the configuration of custom entities, D365 can be tailor fit to meet any business’ unique needs. That means custom forms, fields, business process flows, views, charts, and dashboards, all based on your specific requirements.
D365 out-of-the-box is like a good suit, you purchase it because you like the suit, but know that to get the “right fit,” your next stop will be your tailor. Custom entities are your D365 tailor. With custom entities you can construct entities based on your organizational needs. These custom entities can drastically elevate your D365 experience. By creating custom entities you’ll have a unique, one of a kind system, unlike anything on the market. This could be as simple as an entity to capture employee data in your organization, to a collection of custom entities working together to bring you a whole new experience.
The following is an example of some custom entities built to manage human resource activities. The below demonstrates a custom navigation tile built to clearly distinguish the custom entities which have been built to fall within the Human Resources component of the system, thereby easily distinguishing it from the out-of-the-box areas of the environment.
The Candidate entity in the collection had fields created and a custom business process flow built to manage the hiring process. This entity had relationships built which further tie it to the other custom entities which fall within the human resources collection. Being this is all custom built, the skies the limit. If you can imagine it, you can make it a reality.
Microsoft Canada has announced that it has named WebSan Solutions Inc., a cloud Microsoft Dynamics Certified Partner and IT consulting and solutions provider, a finalist for the Modern Marketing Innovation Award of the 2018 Microsoft IMPACT Awards for the second consecutive year.
Each year, Microsoft Canada hosts the IMPACT Awards to celebrate innovation in technology recognizing the outstanding work our partners do to deliver virtually seamless solutions to customers. The IMPACT Awards showcase the excellence and innovation within our Canadian Partner community.
The Modern Marketing Partner of the Year Award recognizes a partner who is using modern/digital marketing practices to acquire, convert and retain customers. The Modern Marketing Innovation Award recognizes an exceptional partner who excels at developing and delivering the use of campaigns using SEO, SEM, Search, Content Marketing or Social and demonstrates their Impact to drive leads and opportunities.
Microsoft IMPACT Award winners and finalists will be recognized at the IMPACT Awards Finalist Dinner of the Microsoft Inspire event on July 15, 2018 in Las Vegas, Nevada. A listing of all winners and finalists are on www.microsoft.com/en-ca/sites/impact-awards.
“We are thrilled to be recognized as one of the finalists of the Microsoft Modern Marketing Innovation Award for the second year in a row,” says Andrew King, Managing Director at WebSan Solutions Inc. “WebSan Solutions’ digital marketing solutions have always achieved the goal of making Microsoft Dynamics products easily accessible and readily available to both customers and prospects through our unique marketing efforts.”