Tag Archives: System

Recreate Personal Views as System Views with Impersonation in Dynamics 365

Views can be created as both system and personal views. The former will be available to all Users who have permission to view the entities and the latter will be available to the owner and anyone who it is has been shared to. This blog will focus on a simple way using a console application to convert all personal views to system views, as there is currently no way to achieve this using out of the box features. This method will make use of impersonation to retrieve the personal views of all Users and will then loop through them to create system view copies. The example used in this blog is one of many ways you could use impersonation in a console application.

image thumb Recreate Personal Views as System Views with Impersonation in Dynamics 365

The method above is what I used in a console application to complete the task outlined. It starts off by retrieving the Ids of all Users in the system, which can be seen in the code below. It then loops through the list of Ids and sets these to the CallerId of the sdk one at a time. In this case I used OrganizationServiceProxy as my sdk variable to connect to CRM, which I did before calling this method.

image thumb 1 Recreate Personal Views as System Views with Impersonation in Dynamics 365

Once the personal views (which have the logical name ‘userquery’) have been retrieved and filtered by Id to remove duplicates, the next step would be to create the system views. For creating the new system views, with the logical name ‘savedquery’, I had pre-created a list of attributes which allowed me to map the relevant data from personal view to system view. This needed to be done as the entities of both views differ in number of attributes.

After running the console application, the views for all Users were recreated as system views. In the environment I used to test this, my User was the only User with a personal view created.

image thumb 2 Recreate Personal Views as System Views with Impersonation in Dynamics 365

The screenshots above and below show the view “My Contact View” being duplicated as a system view.image thumb 3 Recreate Personal Views as System Views with Impersonation in Dynamics 365

The console application can be used to clean-up the unnecessary personal views once they have been converted into system views.

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Magnetism Solutions Dynamics CRM Blog

System of Insight: The Key Ingredient for Digital Leaders

iStock 670953786 e1519231391618 System of Insight: The Key Ingredient for Digital Leaders

Trudging through data swamps is not how you should be spending valuable time and resources. Instead, you need a solution that allows more time for innovation, fast and smart innovation. Companies capable of achieving fast and smart innovation can be considered digital leaders — something much more than a title. According to a 2016 McKinsey & Company study, over the past three years, digital leaders have achieved greater revenue growth, operating margin profit, and return to shareholder than digital laggards. Such an achievement requires a system that allows you to combine people, process, and technology to achieve insight and action  — a System of Insight (SOI).

Differentiating your business is the only way to beat your competition and to do so you need to combine sophisticated assets from your business — people, processes, and technology.

An SOI leverages all of these to collect, understand, and act on data. But, it doesn’t stop there. An SOI is especially important for a business to learn and optimize throughout their processes so that each business decision is better and more informed than the last. This cycle creates an environment where your business can continually improve. In this environment, you have more confidence, freedom, and time to experiment and test innovation.

However, innovation, insight to action, and continuous learning aren’t the only benefits of an SOI. From better operating cost to the ability to deliver a compelling customer experience, the wealth of opportunities provided by an SOI are too great to miss out on. By providing a 360-degree view of your business, this well-oiled machine can truly make a difference. Data-driven decisions that lead to action and innovation are the perfect ingredients for creating a digital leader business.

Take a deeper dive into the Systems of Insight with analytics expert Shawn Rodgers.

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The TIBCO Blog

Released: System Center Management Packs for SQL Server 2008-2016 (

We are happy to announce that updates to SQL Server Management Packs (2008-2016) have been released.

Downloads available:

Microsoft System Center Management Pack for SQL Server 2016

Microsoft System Center Management Pack for SQL Server 2014

Microsoft System Center Management Pack for SQL Server (2008-2012)

Microsoft System Center Management Pack for SQL Server Dashboards

Please see below for the issues fixed in this release. More detailed information can be found in guides that can be downloaded from the links above.

SQL Server 2008-2012, 2014, 2016 MP Fixes

  • Fixed issue: Always On data source scripts fail as Microsoft.SqlServer.Management.PSSnapins.dll is not imported
  • Fixed issue: Always On monitoring scripts may fail because of “No coercion operator is defined…” error (caused by an issue in PowerShell 5.0)
  • Fixed Dashboards issue: “DW data early aggregation” rule crashes on SCOM 2016

SQL Server Dashboards MP Fixes

  • Fixed issue: “DW data early aggregation” rule crashes on SCOM 2016

We are looking forward to hearing your feedback.

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SQL Server Release Services

IDC Insights: Selecting the Right ERP System Critical to Support Future Growth

Posted by Mickey North Rizza, IDC Program Vice President, Enterprise Applications and Digital Commerce

Digital Transformation (DX) is fundamentally changing businesses, allowing them to transform their decision making, which is enhancing their business outcomes significantly. Digital transformation is an enterprise wide, board-level, strategic reality for companies wishing to remain relevant or maintain or enhance their leadership position in the digital economy. Digitally transformed businesses have a repeatable set of practices and disciplines used to leverage new business, 3rd Platform technology, innovation accelerators and operating models to disrupt businesses, customers, and markets in pursuit of business performance and growth. DX is driving businesses to rethink their technology strategy and that includes moving beyond their legacy back office ERP systems. New sources of innovation and creativity to enhance experiences and financial outcomes are paving the way for enterprises to move towards SaaS and cloud-enabled ERP software.

Why move to SaaS and cloud-enabled ERP systems?

Years of spreadsheet jockeying and little visibility make it hard for small and midsized businesses to grow quickly. Larger midmarket businesses have invested in legacy systems that are customized heavily, meaning that every upgrade is a costly and painful process, not to mention the sunk costs in hardware and maintenance. Midmarket businesses looking to grow and move beyond these issues are rethinking their ERP system strategy, seriously considering SaaS and cloud-enabled ERP systems.

Businesses of all sizes undergoing digital transformation have turned their focus to SaaS and cloud-enabled software because they need flexible, agile ERP systems that are configurable, continuously updated, quick to implement and scalable. Small and midmarket businesses are finding that most SaaS and cloud-enabled ERP systems are now within their means, allowing them to quickly expand and grow into new regions around the globe.

How do I select the right SaaS and cloud-enabled ERP system?

Fortunately for ERP buyers there is a massive amount of information surrounding ERP solutions, but synthesizing it can be quite complex. Organizations require significant research to fully understand what they will be buying. So many buyers are quickly scanning the internet, finding a list of ERP vendors and reaching out to them, before they even issue an RFP. This leads to massive confusion and uncertainty.

One sure method for finding the right ERP vendor is an IDC MarketScape document on ERP. IDC publishes IDC MarketScapes for multitudes of applications across the technology spectrum. Midmarket ERP buyers can utilize the IDC MarketScape: Worldwide SaaS and Cloud-enabled Midmarket ERP Vendor Assessment, 2017. The document is thorough, following a rigorous research methodology that looks at vendor offerings, their go-to-market strategy and their business. IDC MarketScapes include a representative list of midmarket ERP technology vendors. Vendors were then surveyed and further investigated to ensure that their ERP systems qualified as SaaS or cloud enabled and were already serving mid-market clients. Fifteen vendors actively participated in the research with a total of 52 references contacted and interviewed. Discussions with references included the systems utilized and their perception of the vendor and software in terms of technical support, account management, marketing message, level of value delivered versus price paid, ease of integration, user interface and ROI. In addition, references also provided areas of improvement and their future business requirements.

The document is an excellent way for the IT buyer to look at the market, understand the market and vendors, determine the field of vendors to include in an RFP, and for the selection process. The IDC MarketScape figure quickly displays the field of vendors so that Leaders, Major Players, Contenders and Participants are outlined based on their strategies and capabilities. The segments are:

Leaders: Vendors strong in both strategies and capabilities.

Major Players: Show strength in most areas of strategies and capabilities.

Contenders: Have many strengths but are often limited in some areas such as geography, industries, or specific product features.

Participants: Are often new entrants, or fading stars with few exceptional capabilities or strategies.

The vendor profiles provide a guide to the IT Buyer on who the vendor is, the strengths and challenges for each vendor and many times include reference comments. Finally, a recommendation is provided for the IT Buyer on when they should consider a particular vendor. The IDC MarketScape document is a guide for vendor inclusion in your selection process and also a must have reference document that answers many of your questions on the vendors in the market.

To learn more, read about NetSuite’s place in the MarketScape for Worldwide SaaS and Cloud-enabled Midmarket ERP applications 2017 and watch a webcast with NetSuite and IDC on how to select the right ERP vendor.

About the Author

 IDC Insights: Selecting the Right ERP System Critical to Support Future GrowthMickey North Rizza is program vice president for IDC’s Enterprise Applications and Digital Commerce research practice. She leads a team of analysts responsible for IDC’s coverage of the next generation of enterprise applications including ERP, financial applications, procurement, supply chain automation project and portfolio management, enterprise asset management, services resource planning (SRP) and related project-based solutions software and the digital commerce business network. In her role, Mickey and the team advises clients on ERP and i-ERP systems and associated applications, and digital commerce with a focus on the key trends, opportunities, innovation and the IT and Business Buyer concerns and requirements.

Posted on Mon, January 8, 2018
by NetSuite filed under

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Managing System Views & Dashboards in Dynamics 365

There are many out-of-the-box System Views and Dashboards that come with Dynamics 365. Many times, there are Views or Dashboards that go unused and are in a hindrance rather than a help. Other times, you may want to create your own custom System Views or Dashboards to replace the out-of-the-box ones. So, let’s explore how you can accomplish these tasks.

Understanding Your System Configurations Method

Removing a System View can be accomplished in a couple of methods depending on how you customize your Dynamics 365.

  • If you use a Named Solution file in the Solutions area, then you will need to navigate to Settings>Solutions, and then click on the name of the solution file.
  • If you use the Default Solution, then navigate to Settings>Customizations>Customize the System.

Next, you need to expand the Entity in which you would like to manage the Views. We will be using the Account entity for the examples.
Expand entity Managing System Views & Dashboards in Dynamics 365

Finally, click on “Views” to see the list of System Views.
System Views List 625x310 Managing System Views & Dashboards in Dynamics 365

Deactivating System Views

Now that you have accessed the System Views list, click the drop-down list at the top and select “Active Public Views”.
Filter System Views Managing System Views & Dashboards in Dynamics 365

So, the next step is find the System View that you do not need and put a checkmark next to it.
System View Selected 625x310 Managing System Views & Dashboards in Dynamics 365

Lastly, click on the “More Actions” drop-down list and select “Deactivate”.
Select More Actions Deactivate Managing System Views & Dashboards in Dynamics 365

With the list deactivated, it will be removed from the Active System Views and placed in the Inactive System Views.
System View without Deactivated View 625x292 Managing System Views & Dashboards in Dynamics 365

Inactive System Views 625x92 Managing System Views & Dashboards in Dynamics 365

Once you have deactivated all the System Views that you need to deactivate, click on the “Publish All Customizations” button at the top.
Publish All Custimizations Managing System Views & Dashboards in Dynamics 365

Set a Default View

An additional option that you have is to set a default System View. While you have the System Views still shown, select a view and click the “More Actions” menu. Next, select “Set default”.
System Views Set default Managing System Views & Dashboards in Dynamics 365

Create a Custom System View

There may be time that you need to create a Custom System View. You may have configured the system with custom entities, or added custom fields. So, now, you need to create a Custom System View accommodate these system customizations.

Creating a Custom System View is pretty straightforward. Click on the “New” button at the top of the System Views. You should now be presented with a window to give the View a Name and Description.
System Views Custom Name View Managing System Views & Dashboards in Dynamics 365

After giving the view a Name and Description, click on “OK”. You will now see a generic view that you can customize for your needs.
System View Custom New 625x401 Managing System Views & Dashboards in Dynamics 365

So, you need to filter the view to meet your needs. For this example, I have added a couple of filters.
System View Custom Filters Managing System Views & Dashboards in Dynamics 365

Lastly, I added additional columns to the view to display more data.
System View Custom New Columns Added 625x345 Managing System Views & Dashboards in Dynamics 365

Once you are satisfied with your new custom View, simply click on “Save and Close”, and then click on “Publish All Customizations”.

“Removing” System Dashboards

Unlike the System Views, the System Dashboards do not have a “Deactivate” option. The only options available for Dashboards are to delete the dashboard, or to remove access to the dashboard through Security Roles. Managing dashboards through Security Roles is my preference, but you may have different business needs and may need to delete the dashboard.

First, navigate to the Dashboards list in the solution file.
Select Dashboards in the Solution File Managing System Views & Dashboards in Dynamics 365

You should now see the System Dashboards listed on the right side.
System Dashboards List 625x463 Managing System Views & Dashboards in Dynamics 365

If you need to delete the dashboard, simply put a checkmark next the dashboard, and click on the “Delete” button.
Delete a System Dashboard Managing System Views & Dashboards in Dynamics 365

But, my preferred method is to remove access to the dashboard through the Security Roles. You can access this option by putting a checkmark next to the dashboard, and click on “Enable Security Roles”.
System Dashboards Enable Security Roles 625x147 Managing System Views & Dashboards in Dynamics 365

You should now see the list of your security roles, and two options at the top. The first option is “Display to everyone”, and the second option is “Display to only these selected security roles”.
System Dashboards Assign Security Roles 625x430 Managing System Views & Dashboards in Dynamics 365

The “Display to everyone” option will do what it says and display the dashboard to all users in Dynamics 365. The other option will allow you to pick and choose certain security role. The trick here is to NOT pick any security roles. You will need to scroll through the list and make sure that there aren’t any select.

Once you have went through the list, click on “OK”, and then select “Publish All Customizations”.

Set a Default Dashboard

Setting a default dashboard is very simple. Since you have the dashboard list already open, select a dashboard that you would like as the default, and click on “Set as Default” at the top.
System Dashboards Set as default 625x69 Managing System Views & Dashboards in Dynamics 365

So, this couldn’t be any simpler. The only other step is to click on “Publish All Customizations”.

Creating Custom Dashboards

Before you can create a custom system dashboard, you need to choose from a few options.
System Dashboards Custom Options 625x154 Managing System Views & Dashboards in Dynamics 365

The first options are under the “New” menu. You can select “Dashboard” or “Interactive Dashboard”. The “Dashboard” option is the classic dashboard, but the “Interactive Dashboard” is newer. The “Interactive Dashboard” option is only for the “hubs” are available under the Dynamics 365 menu.
Hubs in the Dynamics 365 menu Managing System Views & Dashboards in Dynamics 365

For our example, we will be creating a new “classic” dashboard the the “New” button. However, you should be aware of another option which is the “Save As” option (This is shown in the screenshot above). The “Save As” option will allow you to select a dashboard and make a copy of it. This option gives you a dashboard to that you can modify for you needs instead of creating one from scratch.

After clicking the “New/Dashboard” option, you will be presented with a screen to choose a layout.
System Dashboard Custom New 625x352 Managing System Views & Dashboards in Dynamics 365

The new screen that appears will allow you to give the dashboard a Name and then add components.
System Dashboard Custom New Create 625x330 Managing System Views & Dashboards in Dynamics 365

We will not be covering how build out the custom dashboard in this posting. This will be covered in a future posting. However, if you know how to create a Personal Dashboard, then creating a System Dashboard is the same. The only remaining step is the Save the dashboard and then click “Publish All Customizations.

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CRM Software Blog | Dynamics 365

It’s Time to Address the Obstacles to System Enhancements

CRM Blog It’s Time to Address the Obstacles to System Enhancements

What is the biggest obstacle when it comes to system enhancements?

Some say cost, others may say time. What about the commitment? Then there’s the whole fear of change in general. As end users ourselves, we understand these valid concerns. That’s why we’ve addressed all of these challenges when launching our latest product developments for Microsoft Dynamics 365 for Sales (CRM).

Whether your business is in need of a time-saving fix to your monotonous billing process or you’re looking for an easier way to process taxes directly in D365, we’ve got the solution for you. These three apps: Recurring BillingSoftware Management, and Tax Processing, are designed to make your everyday business processes simpler and easier.

Let’s cut to the chase…We’re running out of reasons why you haven’t tried at least one of our time-saving apps and here’s why:

Cost: FREE. For a limited time only, we’re offering an extended six month FREE trial for each of these applications.

Time: The install and configuration of these apps is the epitome of quick and easy. Within a matter of minutes, the app will be installed into your system and you’ll be ready for setup.

Commitment: No contract, no fine print, no strings attached. After the six month free trial expires, you’ll be billed every month on a subscription basis.

Change: Yes, these applications will change your daily routine, but, we promise it will be for the better! We’re talking about saving over 15 hours a month spent on invoicing related tasks and increasing your receivables by over 25% by collecting on-time payments and/or in the form of penalties.

Have we piqued your interest?

We’ve made it quick and easy to take advantage of this six month free trial offer. Simply download the app from the Microsoft AppSource if you’re in an online environment, or request the installer package if you’re on-premise. After our sales team receives a few pieces of information, such as your organization name a reliable contact person, we’ll issue your company a 6-month registration key. There is no payment information required and no strings attached! All that’s left to do is configure your solution using our self-service implementation and hit the ground running!

Instant gratification is just a click away! Why wait? Start saving your team time and money and get started with one of our free six-month trials today!

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CRM Software Blog | Dynamics 365

System Views vs My Views – Part Two of Two

Sharing “My Views” with Teams

In Part One, I talked about the differences between System Views and My Views. I also mentioned that whenever possible to filter by dynamic values (current user, manager, territory, last month, next year, etc.).

What if you work for a company that has several different divisions and your user base works across multiple divisions? They would want to have access to their views but they don’t necessarily have to see all of the views for all of the other divisions. Depending on the different divisions or departments, you could end up with over 100 different views!

In the end, you will still have a lot of views but they won’t be visible to all users all the time. As the system administrator, you will have access to all of the views but since you’re sharing the views with teams you only have to maintain the team members and not the views.

Let’s Get Started!

The first thing you need to do is setup Teams. They are very easy to setup and are very easy to maintain. In D365, go to Settings | Security | Teams. Create a new Owner Team (give it a name, add it to a business unit, assign it an administrator, and select a queue). After you save your team you can now add users to it. Add any users who fall under this team. The great thing about teams is that one user can be in multiple teams. Any new users you add in the future can be added to teams directly from their user record. You can save yourself a few clicks this way!

For an example, think about a car dealership with different divisions for different makes of cars. User A could be a member of the Ford and Toyota team where User B is just a member of the Jeep team.

As the system administrator, you will have to setup all of the views for the different divisions and share them accordingly. Two things to keep in mind to save time:  #1, you can setup the first view, save it, and then use Save As to ‘copy’ it and #2, you can share multiple views at the same time.

Sharing Your Views

In the Advanced Find popup window, click on ‘Saved Views’.  This will give you a list of all of your saved views for the selected entity. Click on the List Tools, Saved Views tab (if necessary). You can select a different Record Type here as well. Select the view(s) that you want to share with a specific team and click the Share button in the ribbon. In the Share saved view window, click on Add User/Team from the left, select Team as the record type, select your team, click OK, and then click Share. You can choose different permissions as well, but I recommend only giving Read access to these views.

As an admin/creator of the views, you will see everything when you access the views from the entity:

1763899534 System Views vs My Views – Part Two of Two

User B, who is only a member of the Jeep team, will only see the views shared with the Jeep team:

2777217040 System Views vs My Views – Part Two of Two

User A, who is a member of the Ford and Toyota teams will see the views shared with those teams:

System Views or My Views?

This is a question you will have to answer yourself. Do you have hundreds of different system views? Can they be minimized by using dynamic filtering? If you legitimately need to have a lot of different views then sharing with teams may be the way to go. It takes some time to setup initially, but going forward, when you setup a new user, all you have to do is add them to the appropriate team(s) and they inherit all of the views shared with that team. As an added bonus, since these are ‘Owner’ teams, you can even assign records to these teams in CRM as well.

Beringer Technology Group, a leading Microsoft Gold Certified Partner specializing in Microsoft Dynamics 365 and CRM for Distribution. We also provide expert Managed IT ServicesBackup and Disaster RecoveryCloud Based Computing and Unified Communication Systems.

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CRM Software Blog | Dynamics 365

Creating an HR System Weaved into the User Experience

websitelogo Creating an HR System Weaved into the User Experience

Posted by Trevor Vollet, Product Marketing, New Products Introduction

Disconnected, departmental applications have always created barriers for front line employees, but there is perhaps none more frustrating than the HR system.

While a sales rep may occasionally need to get into the transactional system to check on a customer’s outstanding balance or a senior executive may be drilling into sales figures, that’s not where they spend most of their time. And, with few exceptions, no one spends most of their time in the HR system. The end result has been HR systems that are rarely accessed and when they are its wholly disconnected from the user’s workflow. Need to get approval for a purchase order but the approver is on PTO and you need to know their manager? Better log out, move over to the Employee Org. Chart, find the person’s name, title and email, then back into the PO system. Need to request time off? Better check the deliverables schedule in the project system. What’s needed is a system that lets people perform their employee-related tasks without going out of context or disrupting their train of thought.

With SuitePeople, NetSuite has built a system on the NetSuite platform from the ground up, that works the way work is actually done and creates HR functions and processes that are “weaved into their everyday user experiences.”

Available now with the 17.2 release, SuitePeople includes a number of features designed for people, not the HR department. It features:

Employee Center that minimizes the steps it takes for an employee to conduct an action, with an intuitive and user friendly interface and behaves the way other applications in the suite operate, making work quicker and easier.

Employee Directory that minimizes the time and effort it takes to find key information about employees. Often, employees need to contact co-workers outside of their usual context, or other employees with whom they would not normally interact. Connecting with the right person can be very difficult, especially in large or extremely geographically-distributed organizations. The Employee Directory provides a quick and easy way for employees to find the needed information to contact the right person at the right time.

Org Browser, an interactive way for employees and human resources to browse the organization. More than an org chart, which are traditionally updated manually and can very quickly become out of date, the Org Browser updates automatically whenever related information is changed. Employees, jobs, and positions are connected graphically through formal reporting relationships. Users can easily navigate the organization to understand how individuals or teams fit within its structure. This helps users to find the right person to reach out to, especially in mid to large organizations where people don’t all know each other, and it is hard to find the right person to help solve a problem.

Payroll, a complete, full-service solution for managing U.S. payroll. It is tightly integrated with NetSuite accounting features so employees’ time entry, attendance, and commission data translates directly to their payroll with no manual data re-entry. It handles compliance issues, with all federal, state, and local jurisdictions supported and includes a “No Penalties Guarantee” that promises that deposits and filings will be accurate and on time.

Time-Off Management that automates tracking employee time off with easy-to-customize time-off plans, removing what has traditionally been a manual burden for the HR department. The user-friendly, self-service process gives employees, managers and HR the power and flexibility to easily request, approve, track, and report on time off activities through a centralized system, without the need for manual entry. The Time-Off Management integration with NetSuite Payroll and Services Resource Planning (SRP) also accurately tracks and reports employee time-off activities for the organization. It automatically accrues time off based on rules for eligibility, entitlement, accrual frequency and carryover. Rules can also be configured to update with an employee’s tenure.

Job Management to help organize and streamline Jobs within the organization. It includes functionality to manage jobs within the org with tie-ins with Job Requisitions, Job Classifications and Levels, competencies and job requirements etc.

Job Requisition to help organize and streamline jobs within the organization. It manages jobs within the org with tie-ins with Job Requisitions, Job Classifications and Levels, competencies and job requirements.

Workforce Analysis which lets HR personnel easily visualize the headcount, growth and turnover trends of the organization, segmented by departments, locations, employee class, and subsidiaries. HR can also apply filters to view specific groups of employees. When business leaders ask for headcount trends, the tool can automatically aggregate the information most relevant to headcount changes (hires, turnovers, trends). HR can now spend more time in understanding the headcount trends, and performing analysis by drilling down to specific employee segments.

Compensation Tracking that allows organizations to track compensation details from the Employee Offer Letter such as earnings (wage/salary), pay frequency, overtime rate, start and hire date. Variable compensation such as bonuses, Restricted Stock Units awarded, Stock options, are also tracked.

Learn more about the other new features in 17.2.

Posted on Mon, November 20, 2017
by NetSuite filed under

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New Dynamics 365 Version 9.0 System Settings

The release of Dynamics 365 Version 9.0 at the beginning of October brought new options within the System Settings. So, let’s look at the some of these new options.

Text Wrapping for Field Labels

Although this is a small option setting, it can make a difference in the form layouts. You may have noticed in prior versions that the field labels would be truncated. There was a way to make the labels longer, but it was a painful one-by-one process.

Well now you have the option to text wrap the field labels:

Allow text wrapping New Dynamics 365 Version 9.0 System Settings

You can find this option in the Settings>Administration>System Settings>General Tab. Once you set this to “Yes”, you should see the labels look like this:

Text wrapping example New Dynamics 365 Version 9.0 System Settings

Expand Cards in Interactive Dashboards

This setting in minimal, and could be left to personal preference, but, if you would like to apply this, you can access this setting under Settings>Administration>System Settings>General Tab.

Set default card state New Dynamics 365 Version 9.0 System Settings

After you apply this setting, the cards displayed in the interactive Dashboards will be expanded. Below are Before and After screen shots:

Collapsed Cards New Dynamics 365 Version 9.0 System Settings

Expanded Cards New Dynamics 365 Version 9.0 System Settings

Session Timeouts

As noted here, the default session timeout for Dynamics 365 online is 24 hours. So, the user is logged out of the system after this period of time.

Now, you have the ability to adjust the timeout period for your business needs. This setting is found under Settings > Administration > System Settings > General tab>Set session timeout – OR – Set inactivity timeout.

Set Session Timeout 625x95 New Dynamics 365 Version 9.0 System Settings

However, the “Session Timeout” has a few stipulations you should be aware of. First, this setting needs to be applied to each instance. Second, there are a few areas where this is NOT enforced:

  1. Dynamics 365 for Outlook
  2. Dynamics 365 for phones and Dynamics 365 for tablets
  3. Unified Service Desk client using WPF browser (Internet Explorer is supported)
  4. Live Assist (Chat)

The second area for timeouts is the Inactivity Timeout.

Set Inactivity Timeout 625x94 New Dynamics 365 Version 9.0 System Settings

Lastly, the “Inactivity Timeout” has a couple of stipulations as well. First, the minimum duration of inactivity can only be set to 5 minutes. Second, the maximum duration of inactivity needs to be less than maximum session length (1,440 minutes).

So, while these features may be small, it’s worth taking note of them as you may want to leverage these settings within your environment.

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CRM Software Blog | Dynamics 365

Unilab turns to NetSuite OneWorld for a modern, cloud-based system to transform B2B operations

og image Unilab turns to NetSuite OneWorld for a modern, cloud based system to transform B2B operations

Philippines’ Largest Pharmaceutical Company Improves Efficiency, Transparency in B2B Healthcare Distribution Channel

SAN MATEO, Calif., and MAKATI CITY, Philippines—November 1, 2017—Oracle NetSuite, one of the world’s leading providers of cloud-based financials / ERPHRProfessional Services Automation (PSA) and omnichannel commerce software suites, announced today that Unilab, the largest pharmaceutical company in the Philippines, has implemented NetSuite OneWorld to help power its 21 distributors by setting them up as individual business partners. Unilab upgraded from a 15-year-old locally developed application to a unified cloud ERP system, enabling its distributors to easily manage inventory and billing processes of around 10,000 trade accounts such as drug stores, clinics, and groceries. Unilab is also using OneWorld for sales and data consolidation and multi-subsidiary management. Since completing the NetSuite OneWorld implementation in January 2017, Unilab has streamlined operations for its distributors and has gained greater visibility into the channel, which accounts for a significant percentage of its US $ 1 billion annual revenue. Unilab is the first in the industry to leverage cloud ERP to standardize and stabilize its distributor management program through its project called iSERV 2.0.

Founded in 1945, Unilab manufactures over 350 brands of over-the-counter and prescription medications and personal health care products. The 4,000-person company, based in Mandaluyong in greater Manila, has maintained more than 20-percent market share in the Philippines for more than three decades. To help support continued growth and keep up with the changing times, Unilab needed to modernize from an on-premise system used by distributors to a flexible and scalable cloud-based system. Previously, Unilab’s business leaders had to manually consolidate and track data from distributors. Unilab realized it would need a new modern system that did not need to rely on servers scattered across the corporate landscape.

As part of its business continuity plan, Unilab also wanted to transition to the cloud as a disaster-protection measure that would stabilize the entire system during unexpected events like typhoons.

After evaluating several software options, Unilab selected NetSuite OneWorld as an agile, scalable cloud platform ideal to improve efficiency, visibility and standardization in the distribution channel. NetSuite Solution Provider CloudTech played a key role, successfully and seamlessly implementing NetSuite at Unilab’s distributors.

With NetSuite OneWorld, Unilab has been able to realize its goals of real-time data visibility, streamlined distribution process, simplified data consolidation, and strengthened compliance while providing disaster protection through its cloud-based architecture.

NetSuite OneWorld supports 190 currencies, 20 languages, automated tax calculation and reporting in more than 100 countries, and transactions in more than 200 countries.
With NetSuite OneWorld, Unilab has also realized the following benefits:

Channel efficiency and visibility. Today, distributors use NetSuite for transactions with its trade accounts such as managing the inventory and billing process. Distributors are also able to monitor accounts receivable, inventory status, order status, and credit limits in NetSuite, while Unilab can better track vital data in real time.

Improved compliance. NetSuite gives Unilab better inventory management with lot-tracking capabilities to support compliance of distributors with the FEFO (first expiration, first out) distribution.

Multi-subsidiary management. With OneWorld, Unilab is able to centrally manage each of its 21 distributors.

About Oracle NetSuite
Oracle NetSuite pioneered the Cloud Computing revolution in 1998, establishing the world’s first company dedicated to delivering business applications over the internet. Today, it provides a suite of cloud-based financials / Enterprise Resource Planning (ERP), HR and omnichannel commerce software that runs the business of companies in more than 100 countries. For more information, please visit http://www.netsuite.com.

Follow Oracle NetSuite Global Business Unit’s Cloud blog, Facebook page and @NetSuite Twitter handle for real-time updates.

About Oracle
The Oracle Cloud offers complete SaaS application suites for ERP, HCM and CX, plus best-in-class database Platform as a Service (PaaS) and Infrastructure as a Service (IaaS) from data centers throughout the Americas, Europe and Asia. For more information about Oracle (NYSE:ORCL), please visit us at oracle.com.

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