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PCF Controls in Dynamics 365 CRM for quick and easy visualization of data on map!

May 19, 2020 CRM News and Info

620x354xPCF Controls in Dynamics 365 CRM.jpg.pagespeed.ic.WYiPz 6Zd3 PCF Controls in Dynamics 365 CRM for quick and easy visualization of data on map!

Visualizing Dynamics 365 data on map is one of the core elements for easy implementation of a business process in any organization. By viewing where the prospects come from, and which regions need to be focused on for improving businesses, the sales can be seamlessly improved. To improve the overall performance of Dynamics 365 CRM, wouldn’t it be optimum to visualize data without switching screens. This is why we have introduced PCF control in Maplytics (Preferred Maps integration app on Microsoft AppSource) to view the geographical location of Dynamics 365 CRM data right in record form or entity grid or sub-grid.

PowerApps Component Framework enables users to visualize data quickly and apply actions on them to improve the entire business speed. Currently, with Maplytics, we have created four types of PCF Controls viz.:

These controls prominently manage the visualization of data and ease the process of taking actions on them right from form’s ribbon. Let’s dive deep and understand these controls in-depth:

Map View Control for Record

Users can add these control on any field with Data Type as ‘Single Line of Text’ of the record. After adding this control, users can view the record’s geo-coordinates and address on the hover of pushpin. It enables visualizing the geographical location of record on map without switching screen.

Map Edit Control for Record

This control is almost similar to Map View Control for Record apart from the fact that it is editable. In Map Edit Control for Record, users can edit the address and location of the record. They can either drag and drop the pushpin to another location and update the address or, they can enter the address and update the location of the pushpin. It also enables viewing the geo-location of the pushpin without switching screen.

Map View Control for Dataset

This control can be added to any entity to visualize all the records of a View or sub-grid on map. Users can view all the details of a pushpin by hovering over it. The fields to be displayed on hover of a pushpin are customizable. Apart from this, multiple pushpins can be selected and highlighted at a time. After highlighting these pushpins, actions from the ribbon can be applied to them. Also, any pushpin record can be opened with right-click.

Detail Map Control for Dataset

This is the most recent addition to the list of PCF Controls we have added. It can be added to any entity or dashboard to visualize the records of all views, sub-grids or dashboard. Like Map View Control for Dataset, in this control also multiple pushpins can be selected and actions from the ribbon can be applied to them without switching screens. Besides, multiple features can be applied to the records from the page viz. Plot Entity Records, Plot Categorized Data, Proximity Search, POI Locations, Routing, Map Mode and Labels.

It is a substantial method to derive maximum out of the visualization of data without having to switch screen and plotting data separately. By data visualization from the page, ample time is saved which can be used for other tasks.

To discuss your mapping requirements drop us a mail at crm@inogic.com.

For a FREE trial of 15 days download the solution from our Website or Microsoft AppSource!

Happy Mapping!

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CRM Software Blog | Dynamics 365

Alexa controls for kitchen appliances, shades, and garage door openers are generally available

November 27, 2019 Big Data

Amazon Alexa developers looking to support motorized window shades and kitchen appliances have reason to rejoice. A host of smart device control features previewed earlier this year are now generally available, including semantic extensions, cooking modes, and inventory sensors.

As of today, developers can map one of three building blocks — toggle, range, and mode — to model functionality for water valves, closets, drawers, garage doors, gates, curtains, shades, blinds, awnings, and other gadgets. Four semantic extensions support utterances that use “open,” “close,” “raise,” and “lower” commands, which Amazon notes are some of the more natural ways Alexa customers speak to appliances.

Developers can leverage extensions to control a projector screen with the request “Alexa, lower the movie screen,” or trigger a window blind with “Alexa, open the window.” And shades like those from IKEA (and soon Lutron and Schellenberg) can be adjusted using requests like “Alexa, raise the blinds” and “Alexa, open the blinds to 80%.” Plus, starting with manufacturers like Nexx, the extensions “open” and “close” will support garage door controls with phrases like “Alexa, close the garage door.”

In a related development, the Cooking API is now available, allowing Alexa customers to control conventional ovens, pressure cookers, coffee makers, toasters, slow cookers, and more with voice. Select appliances — including GE Appliance ovens, June Ovens, and Traeger Grills — enable home chefs to check cooking progress and temperature, and 40 new modes let them specify cooking types and techniques, such as air-fry and pressure cook. Additionally, developers can now allow Alexa users to set a device’s temperature without specifying a duration, or to cook food until it reaches a given internal temperature.

This afternoon also marks the official launch of inventory sensors, or any connected smart home device that uses a consumable or that has replacement parts. Now, Alexa can let customers know when supplies used by their device (e.g., a printer, thermostat, toothbrush, washing machine, dishwasher, or vacuum cleaner) is running low or parts need replacement, and facilitate orders or reorders through Amazon’s Dash Replenishment Service.

There’s a reason Amazon’s devoting time and attention to smart home device integrations where Alexa is concerned. Smart home device shipments are expected to experience a 26.9% year-over-year uptick to 832.7 million units by 2020, and to hit 1.6 billion units by 2023. And of the 75% of respondents to a recent Dashbot survey who use voice assistants like Alexa at least once a day, 23% say they control smart home devices with their assistant. Of that group, 63% tap assistants for home automation multiple times a day.

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Big Data – VentureBeat

The Effects Of Digital Transformation On Internal Controls

October 21, 2019 BI News and Info

In the digital economy, change is rapid and often unexpected. Technological and business-model innovations are disrupting market dynamics, while economic and geopolitical uncertainty injects a whole new level of volatility into the business environment. As a result, internal control functions face two seemingly mutually exclusive challenges:

They have to adjust to a riskier environment…
… but not hinder their companies’ ability to keep up with the speed of change.

Companies that fail to address both challenges risk the erosion of their competitive advantage.

An intelligent internal controls process

The Hackett Group’s research indicates that finance executives are looking to smart automation to tighten controls while at the same time enhancing their agility. With tools like robotic process automation (RPA) and AI-enabled analytics, they are beginning to automate compliance monitoring and remediation activities. They are also using machine learning solutions to detect suspicious activities, identify emerging control points, and learn from experience on an ongoing basis.

Right now, the function’s automation levels are low. But respondents to The Hackett Group’s recent “Internal Controls in the Age of Disruption Study” (2019) expect a significant increase. For example, they project that the adoption of advanced analytics solutions will more than double over the next 12 to 24 months.

The anticipated rise in the deployment of smart automation tools is mirrored in the current and future impacts of digital transformation. Over the next couple of years, study respondents expect digital technologies to significantly raise companies’ real-time visibility into controls violations and dramatically enhance the reliability of detective activities. The highest impact will be a reduction in the number of required controls and shorter testing time (see image below). By eliminating a lot of manual work, internal controls teams can better target fieldwork and free up staff to focus on higher-value activities.

Oct 21 19 The Effects Of Digital Transformation On Internal Controls

Building a business case

There is certitude that internal controls must up the automation quotient. However, in conversations with clients, we find that a huge obstacle is a lack of resources, both human and financial. This gap ranked at the top of the list of challenges facing internal controls functions today.

As a result, internal controls leaders are looking to build a strong business case to get management buy-in. Our analysis can help. When we correlated the efficiency of the process with the degree of the function’s automation (based on 40 automation measures), the results were extraordinary. We found that by moving from a state of low technology enablement to high technology enablement, internal controls can slash process costs by 69% and headcount (FTE per US$ 1 billion in revenue) by 62%. Organizations that are more highly automated can also reduce their external audit fees by nearly 80%.

Clearly, there’s a measurable return on the investment in internal controls automation. The opportunity for improvement is vast. It’s up to internal controls executives to grab it.

For more on the benefits of finance automation, see “Sizing The Prize: The Digital Finance Advantage.”

The Hackett Group is an SAP platinum partner.

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Digitalist Magazine

Best Practices for Implementing Payment Controls that Protect Accounts Payable

February 26, 2019 NetSuite

Posted by Scott Siegler, Content Marketing Manager, MineralTree

Fraud attempts are only getting more elaborate, especially in the world of B2B payments. Whether you are a large corporation, small business, nonprofit organization or even a political campaign, payments fraud is on the rise. The AFP’s annual survey reveals an increase in the prevalence of fraud for the fifth consecutive year, with 78 percent of businesses impacted by fraud last year.

AFP 2018 trend data Best Practices for Implementing Payment Controls that Protect Accounts Payable Photo: Association for Finance Professionals

B2B payments fraud is also getting attention from IT teams as it becomes more common. In fact, 85 percent of security professionals are not confident their companies have deployed sufficient technology to protect against payments fraud.

If you’re wondering why B2B payments specifically are facing escalating levels of fraud, look no further than the way businesses handle accounts payable today. Not only are accounts payable (AP) teams leaving room for error by entering invoice data manually and trying to juggle dozens of invoice approvals over email, but they also continue to rely on the riskiest payment method available — paper checks — in spite of very accessible alternatives.

Why Common Attempts to Mitigate Fraud Risk Fail

Most businesses have taken some measures to establish controls against payments fraud, but as we have learned, fraud risk is a tough lion to tame. This task requires more than an AP manager’s divided attention.

Common tactics companies deploy to attempt to protect against fraud include:

Checking the validity of invoice amounts by forwarding invoices through email to department heads who are working with the corresponding vendor.

Manually comparing invoices to their corresponding purchase orders.

Writing checks throughout the week and having the CFO sign them all en masse.

In theory, these practices are all good ideas to keep the accounts payable process secure, but they are challenging to maintain, especially as invoice volumes go up. If your AP approvals live in Outlook, it’s really easy for invoices to fall through the cracks and never get paid. It’s also easy to forge invoice approvals and very difficult to organize documentation of all approvals for quick access during audits. And when the final approval for a payment depends on the signature of a CFO, every batch of payments hinges entirely on the availability of the CFO (i.e., a lot of potential for bottlenecks).

Simple ways to effectively mitigate fraud risk

In spite of the complex approaches to mitigating fraud risk that people have employed so far, there are a few simple options companies can start taking advantage of today.

1. Transition to electronic payment methods

Unlike paper checks, electronic payments make a lot of sense for accounts payable teams to utilize because they mitigate fraud and increase efficiency.

First, electronic payments like ACH transfers add layers of security by encrypting payment data that is in transit. Virtual card technology goes a step further by employing tokenization, restricting each payment to a one-time use credit card number for a fixed transaction amount. In addition to improved security, electronic payment methods expedite the payment process across the board. More efficient payments open up the potential for you to take a more strategic approach to your payments, seeking opportunities to gain extended working capital benefits.

2. Segregate duties in the payment process

The same principle of checks and balances that keeps the United States government under control is a must-have in your accounts payable process. Segregation of duties is as simple as setting up a process where one person is responsible for queuing up business payments and another person is responsible for approving those payments before releasing the funds.

Has it ever made sense to give one person total autonomy over money coming in and out of a company’s bank account?

3. Automate accounts payable

While automated accounts payable has been an unfamiliar concept to businesses up to this point, many are realizing the opportunities it provides for greater security and efficiency and reaping the benefits.

An automated accounts payable process embeds payment controls — like the aforementioned segregation of duties — into the AP process and establishes them as simple and repeatable processes:

Segregation of duties: AP automation solutions designate separate roles in the accounts payable process by creating separate login credentials and separate dashboards. Not only does this make it incredibly challenging to forge approvals, but it also preserves receipt of all approvals in one central location for easy access at any time.

Dual-factor authentication: AP automation solutions require dual-factor authentication to decrease the probability of account takeovers. Every time someone logs in, they are required to not only enter their password, but a verification code delivered via email or text message, as well.

Auto purchase order match: For those businesses that leverage purchase orders, AP automation can take the pain out of matching them to corresponding invoices by doing it automatically and flagging any that are mismatched.

With these controls in place, it’s much easier to protect and sustain your AP process, even as you continue adding vendors on a monthly basis.

Posted on Mon, February 25, 2019
by NetSuite filed under

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The NetSuite Blog

Application Fraud – Pre-Book and Post-Book Controls (Video)

August 15, 2018 FICO

Stopping fraudsters at the front door is a priority, and layered controls are essential to stopping fraud attacks rapidly, agilely, and efficiently. Identifying fraud early requires enterprise-level vigilance and context around an individual’s behavior. Technology can facilitate bilateral sharing of intelligence, such that what you learn at point of application can inform your post-book control strategies as you manage your member base, detect transactional fraud, or prioritize collections on your bad debt book.

Similarly, what is learned downstream, such as information about compromised identities and charge-off information, can be invaluable in upstream decisions such as application fraud via a feedback loop. However, where in your fraud controls should you be considering post-book controls? And where can you work better with your partners in risk to mitigate losses?

In this clip, I share some insights into ongoing customer monitoring for identity-based fraud.

[embedded content]

Want to learn more? Check out the full webinar “Layered Defenses in the Fight Against Application Fraud”.

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FICO

Dynamics 365 – Mobile Controls Part 3: OptionSets, SubGrids, and Multimedia Controls

April 7, 2017 Microsoft Dynamics CRM

Here at Beringer, we strive to stay ahead of the curve on new developments with the Microsoft Dynamics platform. In this fast-paced technical climate, it is crucial to stay knowledgeable about upcoming changes in tech. As CRM transitions to the new Dynamics 365 platform, there are plenty of new features to keep us busy. Today, I’d like to show you an exciting new set of Mobile Controls in Dynamics 365.

Available since Dynamics CRM 2016, these new Mobile Controls are intended to add some color and new functionality to the Mobile Experience for CRM. The Mobile Controls give Users an interactive way to add data where typing may not be the best way to gather data. The Mobile Controls also aim to control the data formatting so that it enters CRM in the correct format for data consistency.

The last set of Controls I’m going to highlight are the remaining Mobile Controls available for the CRM Mobile App. The controls we will cover are OptionSet, Flip Switch, Timeline, Editable Grid, and the Multimedia Control.

Option Set

The OptionSet Control for field types of the same name changes the Drop Down input style to a set of buttons. The number of buttons are easier to select on a touch-based device than a drop down.

1 Dynamics 365 – Mobile Controls Part 3: OptionSets, SubGrids, and Multimedia Controls

Flip Switch

Two Option field types have a toggle type functionality, which is shown below in the Flip Switch Control. Use this to have Users tap and change between two values for a particular field

2 Dynamics 365 – Mobile Controls Part 3: OptionSets, SubGrids, and Multimedia Controls

Calendar

The Calendar might be familiar, as it has been in the CRM ecosystem for a few years now. The Control replaces the typical Read-Only SubGrid for a time based view of related entities. Below are two screenshots shown for the Mobile Phone and Tablet Formats for the My Activities View

3 Dynamics 365 – Mobile Controls Part 3: OptionSets, SubGrids, and Multimedia Controls

4 Dynamics 365 – Mobile Controls Part 3: OptionSets, SubGrids, and Multimedia Controls

Editable Grid

The exciting new Editable Grid Control is also available for Mobile! Mobile Users can edit the values on child entities direct from a parent record. Below is a screen capture of a Contact Subgrid where I am changing the value in the Email column

5 Dynamics 365 – Mobile Controls Part 3: OptionSets, SubGrids, and Multimedia Controls

Multimedia Control

Finally, the Multimedia Control adds the ability to watch introductory information or videos from a client’s website to familiarize your Users before they meet with a client. You can even place your own content for Training and various other purposes, right in the CRM Mobile app!

6 Dynamics 365 – Mobile Controls Part 3: OptionSets, SubGrids, and Multimedia Controls

Thanks for reading my highlight of the new Mobile controls for Dynamics 365. You can find more on Mobile Controls at the link below

https://technet.microsoft.com/en-us/library/dn531159.aspx#BKMK_VisualControls

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

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CRM Software Blog | Dynamics 365

Dynamics 365 – Mobile Controls Part 2: Text Fields

March 10, 2017 CRM News and Info

At Beringer, we strive to stay ahead of the curve on new developments with the Microsoft Dynamics platform. In this fast-paced technical climate, it is crucial to stay knowledgeable about upcoming changes in tech. As CRM transitions to the new Dynamics 365 platform, there are plenty of new features to keep us busy. Today, I’d like to show you an exciting new set of Mobile Controls in Dynamics 365.

Available since Dynamics CRM 2016, these new Mobile Controls are intended to add some color to the Mobile Experience for CRM. The Mobile Controls give Users an interactive way to add data where typing may not be the best way to gather data. The Mobile Controls also aim to control the data formatting so that it enters CRM in the correct format for data consistency.

The next set of Controls I’m going to highlight are Controls for the Single Line of Text and Multiple Line of Text fields. Microsoft offers various Controls for capturing this information. The controls we will cover are Auto-Complete, BarcodeScanner, Input-Mask, and the Pen Control.

Auto-Complete

The Auto-Complete Mobile Control allows for Users to enter controlled data or reference data already present in CRM. In our example, we have Auto-Complete set on the Lead Form. This checks your input with the data already in CRM Views or OptionSets and allows for consistent data entry.

1 Dynamics 365 – Mobile Controls Part 2: Text Fields

Microsoft offers a comparable pairing on the Web Form. However, the Web Form configuration requires a bit more development to implement as it is based in Javascript. Click this link for a sample https://msdn.microsoft.com/en-us/library/mt607648.aspx.

2 Dynamics 365 – Mobile Controls Part 2: Text Fields

Barcode Scanner

The Barcode Scanner control provides a streamlined integration between CRM and products found in the real world. Simply click the Barcode Scanner option on the Control.

3 Dynamics 365 – Mobile Controls Part 2: Text Fields

You can then point your camera at the Barcode. The Mobile App will recognize a barcode if it is in the frame.

2017 02 03 15 02 37 Dynamics 365 Mobile Controls Part 2 Text Fields OneNote Dynamics 365 – Mobile Controls Part 2: Text Fields

If the phone captured the barcode, your field will contain the found text from the barcode.

5 Dynamics 365 – Mobile Controls Part 2: Text Fields

Input Mask

The Input Mask is another Text Control to unify the format of data entered through the mobile interface. Mobile users have a smaller keyboard and thus finding non-alphanumeric characters can be a hassle, which means they may not use those characters when providing data. You can reduce typing time by configuring an input mask control for a field. Below is a screenshot of an example using the Business Phone field

6 Dynamics 365 – Mobile Controls Part 2: Text Fields

Pen Control

Finally the Pen Control allows for the ultimate use of a Mobile Device’s touch interface. This mobile control opens CRM to capturing quick notes or maybe even signatures to place on documents. With a feature like this, CRM is opening up the abilities your field reps are able to do right from their mobile device.

7 Dynamics 365 – Mobile Controls Part 2: Text Fields

Thanks for reading my highlight of the new Mobile controls for Dynamics 365. We took a look at the controls for Text fields today, but stay tuned for Controls for other field types. Next I will be covering SubGrid Controls for Mobile

You can find more on Mobile Controls at the link below

https://technet.microsoft.com/en-us/library/dn531159.aspx#BKMK_VisualControls

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CRM Software Blog | Dynamics 365

Dynamics 365 – Mobile Controls Part 1: Numeric Fields

February 16, 2017 Microsoft Dynamics CRM

The first set of Controls I’m going to highlight are Controls for the Whole Number, Decimal, and Currency fields. Microsoft provides four categories of Controls for these fields. These are Knobs, Graphs, Linears, and Incremental Input.

Knobs

The Knobs allow the User to drag a dial around the screen to set a numeric value. The User can also tap on the number in the Control to adjust or enter the number manually. Customizers can set a minimum, maximum, and step values for the Control. The two flavors of Knobs are Arc and Radial

1 2 Dynamics 365 – Mobile Controls Part 1: Numeric Fields

2 2 e1485544245211 Dynamics 365 – Mobile Controls Part 1: Numeric Fields

Graphs

Microsoft also has a Graph Control available. This allows for Users to compare a Value against other Values, either Static Values or other Values directly on the Form. My Example has the Estimated Value against the Budget Value for a Lead. The dark blue portion on the left shows the Budget Amount and the dark center bar shows the Estimated Value. This way I can compare the numbers visually, directly at the Estimated Value Control and see if we are exceeding the budget. I can also set an Orange line to show if the Estimated Value is below a certain number to track if the Lead is profitable

Linear

The Linear Gauges and Sliders allow Users to drag a point along a line to set a value. These can be handy when setting an estimate. As with the Knob Controls, you can also manually edit the number to make adjustments. The two types of Linear Controls are the Linear Gauge and Linear Slider

4 Dynamics 365 – Mobile Controls Part 1: Numeric Fields

5 Dynamics 365 – Mobile Controls Part 1: Numeric Fields

Incremental

The last type of input is the Incremental Input. This allows the Users to type a number, then increment or decrement as needed. This is good for numbers that can step in easily defined intervals. I have an example below set under No. of Employees with a Step Interval of 1 for incrementing or decrementing.

6 Dynamics 365 – Mobile Controls Part 1: Numeric Fields

Thanks for reading my highlight of the new Mobile controls for Dynamics 365. We took a look at the controls for Numeric fields today, but stay tuned for Controls for other field types. There are plenty of exciting ones such as the Input Mask, Barcode Scanner, and Pen Controls!

You can find more on Mobile Controls at the link below

https://technet.microsoft.com/en-us/library/dn531159.aspx#BKMK_VisualControls

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CRM Software Blog | Dynamics 365

New Year, New Mobile Experience: Mobile Controls in Dynamics CRM 2016

January 10, 2016 Microsoft Dynamics CRM

Working on the go presents a unique set of benefits and challenges. Microsoft Dynamics CRM 2016 includes some great new features designed to optimize and address some of the user adoption issues previously found on mobile. These features increase the user experience for Microsoft Dynamics CRM apps for both tablet

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PowerObjects- Bringing Focus to Dynamics CRM

New Year, New Mobile Experience: Mobile Controls in Dynamics CRM 2016

January 7, 2016 Microsoft Dynamics CRM

PowerObjects- Bringing Focus to Dynamics CRM

Tag Archives: Controls

PCF Controls in Dynamics 365 CRM for quick and easy visualization of data on map!

Alexa controls for kitchen appliances, shades, and garage door openers are generally available

The Effects Of Digital Transformation On Internal Controls

An intelligent internal controls process

Building a business case

Best Practices for Implementing Payment Controls that Protect Accounts Payable

Why Common Attempts to Mitigate Fraud Risk Fail

Simple ways to effectively mitigate fraud risk

1. Transition to electronic payment methods

2. Segregate duties in the payment process

3. Automate accounts payable

Application Fraud – Pre-Book and Post-Book Controls (Video)

Dynamics 365 – Mobile Controls Part 3: OptionSets, SubGrids, and Multimedia Controls

Option Set

Flip Switch

Calendar

Editable Grid

Multimedia Control

Dynamics 365 – Mobile Controls Part 2: Text Fields

Auto-Complete

Barcode Scanner

Input Mask

Pen Control

Dynamics 365 – Mobile Controls Part 1: Numeric Fields

Knobs

Graphs

Linear

Incremental

New Year, New Mobile Experience: Mobile Controls in Dynamics CRM 2016

New Year, New Mobile Experience: Mobile Controls in Dynamics CRM 2016

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