Tag Archives: System

The Right Questions to Ask a System Integrator in Technology Implementations

Posted by Tom Schoen, CEO, BTM Global, Guest Blogger

schoen The Right Questions to Ask a System Integrator in Technology ImplementationsPurchasing or upgrading a retail application or system requires a web of logistics, to put it mildly. You may be working with several different vendors, and all require tight coordination to ensure your project proceeds steadily onward.

Technology providers – the vendor who sells you a merchandising system, ecommerce software, etc. – may provide their own system integration services or work with partners called system integrators (SIs).

A system integrator is a vetted and trusted partner of your technology provider. For example, NetSuite has several SIs they work with and from which you can choose which one best fits the skillsets you need and the cultural compatibility you want. Determining which SI best fits your organization’s needs can be critical to the success of the project.

What an SI delivers

An SI serves in both advisory and delivery roles. Depending on your organization’s size, in-house expertise and other needs, an SI can advise you on strategic technology planning, perform custom application development, implementation services, and deliver system integration and/or support. Retailers choose to partner with SIs on projects large and small; a good SI will tailor its services around the size and needs of your organization.

Take the example of a SuiteCommerce implementation. A system integrator will provide the implementation and integration services and, if needed, custom development. Implementations may require several vendors and partners, and an SI can facilitate the coordination of all of the third-party actors, increasing the efficiency of the project and freeing up your team to work on mission-critical tasks rather than coordinating work efforts and tracking timelines.

Beyond skills, an SI’s perspective is especially valuable in the current retail environment. With regulations changing, technology constantly evolving, and customer demands driving a fast rate of change, you cannot be (nor should you have to be) an expert on every detail of your IT systems. That’s where your SI comes in; they can be the experts on best practices, regulatory compliance, and ensuring that you are set up for long-term success (not just short-term gain).

Asking the Right Questions

It’s tempting to think of an SI as providing a commodity in a sense; that any one has the same expertise and delivers its services in the same way.

Not so.

There are stark differences in processes, expertise and the service of the teams you consider. Some key questions to ask:

  • Do they think strategically about your project and ask a lot of questions? Having a proactive approach will help them catch potential challenges or obstacles early on – maybe before you even realize them – and solve them faster.
  • Do the SI team and your team have a mutual respect and collaborative approach? Don’t overlook the importance of a culture fit.
  • Does the SI look at your business holistically and understand how the project will impact other areas, even beyond the stated scope? Or does the team have an “order taker” culture that gives you the sense they work from a template, no matter your circumstances?
  • Does the team only have tech backgrounds, or do they come from diverse areas like product development, performance engineering, or even merchandising and store operations? Expertise in the technology and application stacks you are using is essential. But expertise doesn’t just come from doing the same type of project over and over; it’s about the team’s diversity and creativity. Diverse experiences will give them a deeper understanding of your entire business, its needs and objectives.
  • How has the SI handled challenges and surprises? If an SI team has experience with many types of technologies, they’re more likely to deliver out-of-the-box thinking and creative problem-solving possibilities.
  • Is the team is made up of employees or primarily contractors? Employees will provide long-term stability over the life-cycle of your partnership with the SI. Contractors will come and go throughout the project, and any knowledge they have about you walks out the door when they do.

Finding the right partner

You put a huge effort into choosing the right technology for your organization and an equal effort is required to find the right integration partner to bring it to fruition. With an understanding of what an SI does and by asking the right questions, you can uncover the differences among your potential partners and chose the one that best fits your goals and culture.

Learn about the SIs that partner with NetSuite.

Posted on Mon, June 11, 2018
by NetSuite filed under

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The NetSuite Blog

You implemented a new CRM system. Great! But why is no one using it?

CRM Blog You implemented a new CRM system. Great! But why is no one using it?

You implemented a new CRM system. Great! The hardest part is done now, right? Well . . .  not exactly. Getting your employees to actually use your new system can often be a major hurdle.

According to Principal Analyst Bill Band of Forrester, the biggest threat to a successful CRM project implementation is slow user adoption. Band also states that not only is early and pervasive user acceptance one of the biggest indicators of success, it is a MANDATORY precursor to success. But before we dig into this, it’s important to define exactly what we mean by User Adoption

USER ADOPTION DEFINED

User adoption is not simply the use of a CRM system. True user adoption occurs only when users want to use the CRM system. Users must be motivated and have a genuine desire to achieve key benefits that the system can bring. You can’t just force a new technology system on your staff. That strategy will never last long term and trying to push it through will be very painful for you and your entire staff.

Our CRM consultants have also found that having a power user, someone who is tech savvy and a team player, can help encourage others to use the new system. This can be helpful as users are often more likely to listen to their colleague than they are to an outside consultant. Having said that, there are five areas of focus that can make or break the user adoption of your CRM system:

5 FACTORS THAT CAN MAKE OR BREAK THE USER ADOPTION OF YOUR CRM SYSTEM

1. Executive Sponsorship

Getting buy-in from the executive level can make a world of difference. Leaders can articulate the strategy, goals and importance of the CRM system, making it easier for employees to understand their role in rolling out the project.

2. Business Processes

As you are preparing the roll out your new CRM platform, it is the perfect time to review your business processes. A system like Microsoft Dynamics CRM is highly configurable and has the flexibility to adapt to whatever business processes you identify. This also allows the CRM to grow with your organization, as your CRM partner can help you reconfigure the system as needed if your business processes change over time.

3. Communication

This seems like an obvious one but it can’t be overlooked. We encourage our clients to develop a communications plan to keep the executive team updated on the status of the CRM project, including “wins” along the way. Communication to the end users is also important so your staff is not left guessing as to what is happening and when.

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CRM Software Blog | Dynamics 365

Hide System Views, Forms, and More via Custom Apps!

Dynamics 365 300x225 Hide System Views, Forms, and More via Custom Apps!

A great benefit of Microsoft Dynamics 365 is the ability to store all of an organization’s data in a single system that allows multiple user groups to work together using the same data.

Most users, depending on security structure, are presented with every entity along with every system view in Dynamics 365. This leads to patchy user adoption along with frustrated end users attempting to scan through pages or lists for only the items that are relevant to them. These frustrated user groups want to see just the entities and information that pertain to their work.

The Dynamics 365 App Designer is a great feature that allows for the creating of custom apps that define which components of Dynamics 365 will be presented. Additionally, there are components within an entity such as Views which may not apply to all users.

In our scenario, we have a group of users (front-line support) who mainly work with servicing an account and utilize the Account and Case entities. They do not have any sales responsibility. Let’s use the Account entity and remove unnecessary System Views so users will only see the views they need to service their customers efficiently.

The Account entity comes with these System Views by default. Clearly, there are many views that do not apply to our front-line support users!

051118 1810 HideSystemV1 Hide System Views, Forms, and More via Custom Apps!

Create a Custom App

To remove or “hide” the views from users, a custom App called “Front-Line Support” will be made specifically for them and the Views will be removed. For instructions on creating the app, please check out how to create a Custom App in Dynamics 365. After following the instructions in the link and adding the Account entity to your app’s entity view and sitemap, navigate to My Apps and select the newly created app.

Go to Settings -> Application -> My Apps

051118 1810 HideSystemV2 Hide System Views, Forms, and More via Custom Apps!

Open the “Front-Line Support” App.

051118 1810 HideSystemV3 Hide System Views, Forms, and More via Custom Apps!

Update Account Entity Views

Click on the Views component in the Account row.

051118 1810 HideSystemV4 Hide System Views, Forms, and More via Custom Apps!

Select Active, All, and Inactive Accounts views.

051118 1810 HideSystemV5 Hide System Views, Forms, and More via Custom Apps!

Publish updated App and verify changes

Save then Validate and finally Publish your changes.

051118 1810 HideSystemV6 Hide System Views, Forms, and More via Custom Apps!

Now open the Front-Line Support app and navigate to the Account entity.

051118 1810 HideSystemV7 Hide System Views, Forms, and More via Custom Apps!

Check out the new shortened Account View list! And using ZERO code!

051118 1810 HideSystemV8 Hide System Views, Forms, and More via Custom Apps!

Additionally, you can isolate the Front-Line Support app so that only our front-line support users who are assigned the “Front-Line Support” security role can see the app (as will System Administrators and Customizers).

051118 1810 HideSystemV9 Hide System Views, Forms, and More via Custom Apps!

Conclusion

As demonstrated, Custom Apps can be very powerful in reducing the amount of clutter presented to a user – all while using tools that are out of the box! The scenario used in the post relates to System Views however, this can be expanded to also hide or show Forms, Charts, Dashboards, and even Business Process Flows. An advanced solution can even direct user groups directly to their custom App without ever having to see a “full” version of Dynamics 365.

For more updates and guides to Dynamics 365 – subscribe to our blog!

Happy Dynamics 365’ing!

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PowerObjects- Bringing Focus to Dynamics CRM

Your CRM System Isn’t Your Pet…If It’s Not Doing the Job, Let it Go

CRM Blog Your CRM System Isn’t Your Pet…If It’s Not Doing the Job, Let it Go

Are you finding it difficult to capitalize on new opportunities and deliver an unforgettable customer experience? Are your efforts to grow or expand being frustrated by old technology or outdated processes? Your legacy CRM (Customer Relationship Management) solution may be holding you back. Perhaps you’ve been working with your legacy CRM solution for quite a while. It’s become a part of the family, your team has become familiar with its quirks and limitations, and up until now, you’ve been comfortable with it. It has paid for itself and been a definite business asset.

But of late, you’ve begun to realize that there are some things that your CRM system can’t do, and you may be faced with complex and costly workarounds just to keep it up to date.

When your legacy system starts to show its age, your IT team might be reluctant to let it go because they’ve put so much time and effort into it. In fact, they might have developed an attachment with it–like a favorite pet. They’ll spend hours or even days diagnosing and resolving problems, hoping it will limp along to make it last as long as they can–even past its normal life expectancy.

There is nothing wrong with having a “pet” legacy system, but it will come at a cost in both time and resources. The question becomes not if, but when you will replace it.

The new IT approach: systems aren’t pets

Forward-thinking IT organizations look at their systems not as pets, but as cattle. In other words, they understand that technology is an asset that, when it stops performing, needs to be retired. They appreciate the principle of using their systems to the full, but they are OK with replacing them when something comes along that is clearly a better tool for the job.  When your system starts acting up, perhaps because of poor application development or a bad patch of the operating system or just lagging behind in updates,  don’t waste time and resources trying to figure out how to patch it up and keep stumbling along. Take the opportunity to find a better way.

You may wonder if this is a waste of an expensive investment, but your investment becomes more of a financial burden if it doesn’t continue to fulfill its function and meet your changing needs.

Moving from the status quo to a new approach is where the Cloud comes in. In today’s cloud-first world, you can access the infrastructure you need and use it as long as it is doing its job.  Cloud-based infrastructure is purchased from a qualified Cloud partner and run on a subscription basis. This new IT model makes it cheaper and faster to eliminate the old infrastructure and deploy a new one from scratch. Trying to nurse your legacy systems back to health is a waste of time and money when a cloud-based solution can be up and running quickly with little disruption to your daily business processes. If your IT team has been working overtime to keep your legacy system running, you’ll be surprised and pleased by the amount of time and money you can save by moving to the Cloud. Your cloud provider ’s reputation is built on having experts available 24/7 to care for any issues that arise. It is their responsibility to ensure the reliability of the systems so that you can concentrate on your business. With a reliable Cloud provider, your CRM solution is in the best hands.

When you choose Microsoft Azure as your Cloud platform, you’ll have Microsoft on your side. The burden of making sure that the physical infrastructure is healthy will be removed from your shoulders and placed in the hands of the experts. All the concerns about the hardware and its maintenance are theirs, not yours. Security, compliance, and protection are now their responsibility.  The time and energy you used to spend can now be put to better use growing your business. And with a partner like AKA, even the basics of sizing and monitoring your environment can be eliminated from your concerns; AKA’s Cloud Operations Managed Services will run any Cloud solution on your behalf! Now IT can focus on innovation for your business and forget about running, maintaining, and upgrading your legacy CRM solution. You’ll get all of the benefits and none of the hassle.

Moving  to the Cloud

When you move your CRM to the Cloud, your infrastructure problems can be a thing of the past. To ensure the transition is a successful one, rely on a partner who is knowledgeable not only about the Cloud but also about your industry. Each industry has unique issues, and understanding these issues requires hands-on experience. Our industry experts possess deep knowledge and experience gained from working in and with various industries and from years of close collaboration with our clients.

If you are ready to save time and money and free yourself from the frustration of an unhealthy relationship with your legacy CRM, contact the Cloud experts at AKA. We can show you how to step up to the Cloud and get back to the business of your business.

By AKA Enterprise Solutions, www.akaes.com

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CRM Software Blog | Dynamics 365

How to solve a system of equations on mathematica?

 How to solve a system of equations on mathematica?

I need to solve the system of equations:
x” = a, x'(0) = v0, x(0) = x0
(where a, v0 and x0 are constants).
I’m trying to use the command Solve[{expr1,expr2,expr3},{var1,var2,var3}]
Presumably, the equation is x(t)= x0+v0t+1/2at^2, but the next part of the problem is to use the rules you obtained and replacement to construct a useable function x(t). So how can I solve the original system?

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Recent Questions – Mathematica Stack Exchange

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 (7.0.2.0)

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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The NetSuite Blog

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