Tag Archives: Management
3 Ways a Microsoft Dynamics 365 Supply Chain Management and EDI Integration Enhance E-Commerce CRM Strategy
With the increased e-commerce demand caused by the dependency on online shopping, it is more important than ever to provide seamless customer experiences. If your company sells a product online, you know there’s so much more than just taking orders. A trusted solution like Supply Chain Management as part of Dynamics 365 CRM helps you manage service, resources and inventory; resolve product issues quickly; mitigate delays and accelerate your time to market.
There are two prominent e-commerce business models. The first — you handle it all. You have your own factory, sales, service and marketing departments and a warehouse. Supply chain management, logistics management, business process management and customer service are typically managed by the CRM. The second model, a rapidly increasing trend, is to outsource parts of the supply chain including manufacturing, and delivery and distribution via a Third-Party Logistics (“3PL”) partner, which typically leaves customer service and marketing to you.
If you operate using the second model, you know that working with the multiple business processes and systems of your partners can create challenges in maintaining an agile supply chain. Dynamics 365 Supply Chain Management unifies your data, but if you work with multiple supply chain partners, you must also create secure connections to each third-party system, which means multiple connections to manage individually. Integrating your CRM with an Electronic Data Interchange (“EDI”) is an effective solution that enhances visibility and real-time data access across the entire outsourced supply chain.
When Dynamics 365 Supply Chain Management integrates with an EDI partner, it creates efficiencies and process improvement in three key ways for logistics, supply chain management, compliance, sales and marketing.
1) Synchronized Data
Even if you never touch your own product, when your data is synchronized across all your partners, you have access to the data you need in real time. You can answer customer inquiries as well as fulfill demand quickly and efficiently. The manufacturer gets timely orders on when to produce product, and 3PLs know exactly when and where to deliver the order. Inventory transparency will help you answer buyer inquiries. Issues like shrinkage and lost orders are communicated so you have full visibility of your inventory and issue resolution.
2) Data Analytics
Access to insights and data analytics aids marketing strategy as well as helps you to better research and respond accordingly to service-related issues. Dynamics 365 Supply Chain Management delivers fast reporting, analytics, predictive insights and intelligence to help with data-driven decisions that improve operations. Reporting and analytics is available across planning, production, inventory, warehouse and transportation management.
With Dynamics 365 Supply Chain Management and an integrated EDI solution, you can easily access business impact analytics based on data across all supply chain partners that you need to support your own internal analysis. This includes classic financial data such as sales territory, regions, product types and sales.
3) Manage Multiple Data Connections Seamlessly
Whether you work with a couple third-party partners or several, you as the seller must communicate with multiple providers in the supply chain electronically. A standard data integration from your Dynamics 365 would have to be set up with each partner individually. But an EDI integration brokers those connections. This means less for you to manage, and more time and resources that you can spend on customer service or marketing strategies.
Integrating your Dynamics 365 Solutions with an EDI Solution
Using Microsoft Dynamics 365 Supply Chain Management helps you to streamline your operations, build agile processes, and optimize resources to consistently deliver your products on time and create the best customer experiences.
If you work with supply chain partners, instead of creating multiple connections, you can work with an EDI that provides one simplified, centralized place to manage and broker all the traffic and transactions back and forth between Dynamics 365 and your various suppliers. Dynamics 365 integrates with the EDI to enhance tracking of all your transactions, inventory management, and fulfillment. The EDI partner already has the connections and transactions established with all the common trade partners in the supply chain. They work with all the e-commerce sites and common 3PLs and can easily build a new connector as you need. The partner doesn’t just provide EDI connections, they also round out their offering with portal service for vendors and customers.
Get Started with JourneyTEAM
JourneyTEAM was recently awarded and the Microsoft Eagle Crystal trophy as a top 5 partner for Dynamics 365 Business Central software implementations. We have heard from many companies looking for a flexible, scalable solution to address their challenges with the eCommerce outsource business model. We can provide demos and full custom introductions to determine if an EDI integration with Dynamics 365 is right for your service and marketing operations. !
Article by: George Sagen – ERP Solution Architect | 801-938-7821
JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more.
Attach2Dynamics Or SharePoint Security Sync – Choose your smart app for effective document management in Dynamics 365 CRM/Power Apps.
Document management lets users manage common document types, such as Word, Excel, PowerPoint, OneNote, and create folders to save and manage those documents. However, when it comes to document management, the native SharePoint integration within Dynamics 365 CRM is rather limited. Our productivity apps offer two solutions for document management within Dynamics 365 CRM/Power Apps – and .
What does SharePoint Security Sync do?
SharePoint is a document management and storage system that has native integration with Microsoft Dynamics 365 CRM. With SharePoint Security Sync, an additional layer of security is also added to the base of SharePoint that allows it to sync the security privileges from Dynamics 365 CRM to SharePoint for ensuring secure and reliable access to confidential documents stored in SharePoint.
What does Attach2Dynamics do?
Attach2Dynamics is a popular document or attachment management productivity app that allows integration between Dynamics 365 CRM with cloud storage like Dropbox, SharePoint, and Azure Blob Storage.
SharePoint Security Sync Or Attach2Dynamics?
Each app addresses a particular problem and has its own set of functionality. Here is a quick list of features that can help you determine which app seems like the best fit for your requirements. This list of features for both and is long, with each app purposeful in its own ways. Following are the key features of both.
Key Features of Attach2Dynamics
Native Integration with Multiple Cloud Storages:
The biggest advantage of Attach2Dynamics is that is allows native integration between CRM and the today’s leading cloud storages like ! Users can choose their choice of cloud and start managing and storing attachments/documents in the integrated Cloud Storage using Attach2Dynamics.
Easy File Management:
Users can easily manage their files with simple-to-use features like , , , , and within the CRM. Attach2Dynamics has a very intuitive and user-friendly interface that allows users to simply drag and drop multiple files and folders from CRM to SharePoint to move/upload folders easily, as well as the files as attachments or links of the documents.
Move/Copy Attachments:
Quickly like Notes/Email/ Sales Literature to Dropbox, SharePoint or Azure Blob Storage in Real-Time. This enables users to have better control over their attachments.
Document Location:
There can be multiple locations within SharePoint Site for a record. Attach2Dynamics allows users to select which folder (Document Location) they want to upload the file using an . This makes document saving convenient, smart, and fast!
Bulk Migration:
Time saved is productivity earned. Attach2Dynamics allows users to migrate multiple documents at once. This allows more space to be freed at once from Dynamics 365 CRM. While the files are moving, users can also see the details as well as the status of the migrating Emails, Notes, and Sales Literature Attachments.
Security Templates:
Security Templates allows to grant the necessary user privileges according to requirement. Actions like Download, Upload, Delete, Email, etc. can be granted using . With the necessary permissions, a user can perform such actions from the configured cloud storage. This feature allows managers to maintain control by granting only the required access to user actions in configured cloud storage for selected files and folders.
Key Features of SharePoint Security Sync
SharePoint Security Sync has all the above features as Attach2Dynamics except the integration with other cloud storage. SharePoint Security Sync is focused on the native integration of SharePoint within Dynamics 365 CRM while expanding the default feature set. Following are the additional features it has including the above Attach2Dynamics’ features.
Auto-Sync Privileges:
The biggest advantage of SharePoint Security Sync is that it allows users to in SharePoint upon changes in user privileges in Dynamics 365 CRM. This sync triggers in situations such as record sharing or adding users to a team. Further, another level of security is added to this because any addition or changes in the security role of a user in Dynamics 365 CRM will be replicated and synced in SharePoint immediately.
Modify Security Role:
Along with the provision to auto-sync privileges, users can also very easily in Dynamics 365 CRM that will be replicated in SharePoint. This enables an easy transition from beginner to advanced level of accessibility to users as well as a quick way for admins to manage and modify the security roles according to requirements.
SharePoint Security Sync Tool:
Users can save their time by using the to sync previous records in bulk. This means that the syncing of security privileges in record will be quick and hassle-free. What if ever sync fails? SharePoint Security Sync is smart enough to understand and quickly intimates you with details of failed syncs so you can restart the sync with just one click.
DocuSign Integration:
Smart integrations are the true catalyst of productivity. E-signatures are a commonly required service today while dealing with documents and attachments. Therefore, SharePoint Security Sync , a popularly known eSignature app that allows users to sign and annotate documents in different formats like PDF, Word, Excel, Images, Text, and so on. This feature makes it simple for users to electronically sign their documents/attachments stored in SharePoint and skip all the hassles.
Which one is right for you?
The choice is ultimately on your business requirements, the only assurance we can give is that both the solutions do an excellent job at solving problems through their own feature sets.
Please go ahead and download 15 days free trial for and from our website; both our apps are on the official Microsoft AppSource.
We hope the above list helps you make the decision easier. Further, even if you require a demo or any help to make that final decision, kindly contact crm@inogic.com any time for instant assistance!
So until next time –stay safe and choose wisely!
Simple Project Management for Microsoft Dynamics 365
Simplify: verb (used with object): to make less complex or complicated; make plainer or easier: to simplify a problem.
Would you like to simplify your work without becoming a slave to your “labor-saving” devices?
The technology industry has been relentlessly adding tools and features to help us work, but sometimes the tools themselves can add another level of complexity. What we need is not more tools, just the right tools. And the right tools prove to be those that are targeted, streamlined, and easy to use.
How to simplify project management
Professional services organizations want to manage projects against a budget. That includes:
- identifying the project,
- acknowledging the budget for the whole project,
- outlining what steps must be taken to complete the project,
- assigning personnel to the project,
- recording how much was spent, and
- figuring how much was billed toward the budget.
Most companies aren’t focusing on resource distribution across a large enterprise. They don’t want complex resource allocation and assignments based on preset workgroups.
They want simple management for their less-complex projects.
There are plenty of project management apps to choose from. Some stand alone; others are part of a full system. For instance, Dynamics 365 has a project management application or module called Microsoft Dynamics 365 Project Operations. This combines the most mature project management features of the existing D365 Project Service Automation (PSA), Microsoft Project, and Dynamics 365 Finance. Certainly this is a great tool, but it is by no means simple to use.
A complex project management solution will likely deliver far more functionality than you will ever need.
Why invest in a solution just to use ten percent of its tools?
We’d like to suggest a simpler solution: It is simplicity itself, focusing on what you need and providing just the features to get the job done efficiently.
Since Crowe Project Management is built for and fully integrated with Microsoft Dynamics 365, all the data you need is right there in your ERP system, and your employees are familiar with its use.
:
is highly intuitive. Installation is simple because it doesn’t require a full “implementation,” as do some other software offerings. Again, because of ubiquitous familiarity with Microsoft products, training is fast and easy.
By contrast, Microsoft’s PSA tool has so much functionality that setup and training will require a significant amount of time and expense. There are a lot of moving parts that make up the full functionality. For example, you need to set up resources and bill rates, then set up engagement buckets, different templates for different types of engagements based on bill rates, etc.
Whether you engage a Microsoft Partner or use internal IT, implementing a more complex tool involves more effort and expense than you’ll encounter with a simple, easy to use project management tool such as Crowe Project Management for Microsoft Dynamics 365.
Just click to start a new project, add tasks, and you are ready to go.
- Why burden your employees with an unwieldy project management solution?
- Why pay for tools you will never use?
- Why not pay for a less expensive solution that fits your needs perfectly and that you can start using right away?
Your project team is busy. Let them focus on what is truly important, serving your customers. Instead of learning and maintaining a complicated project management system, just keep it simple.
Would you like to know more about Crowe Project Management? our experts at Crowe, and let’s talk about simplifying your work life for more productivity.
.
By Ryan Plourde, Crowe, a Microsoft Dynamics CRM Gold Partner
Mastering Product Life Cycle Management with Analytics
Although many publications compare product data management and product life cycle management — commonly framing the debate as “PDM versus PLM” — that can create confusion. The functionality referred to as a product data management framework is more accurately a subset of a product life cycle management framework. This distinction can sometimes be blurred by the various marketing efforts of software apps.
The matter may even be further complicated depending on whether the purchasing agent is an engineer or a manager, as there are varying degrees of overlap in PDM and PLM app functionality. An engineer may focus on PDM functionality, while business managers and executives in BI are more likely focused on an enterprise-level solution. An enterprise software selection team should represent all aspects of business to ensure the company makes a decision that will fit the needs of all stakeholders. In particular, buying a standalone PDM framework may leave the enterprise without the broader functionality of a PLM. In this article, we’ll explore the nuances of offerings along the “PDM versus PLM” spectrum.
As we clarify the functional distinction between the two types of frameworks and summarize the rationale for choosing one or the other, an exciting new event in the evolution of product life cycle management emerges: The application of machine-learning-based (ML) analytics is sharpening PLM frameworks. We’ll begin by defining PDM as an integral part of PLM. We will then see how business intelligence within PLM is leveraging AI analytics toward new levels of insight and productivity.
What is product data management, exactly?
Briefly, PDM refers to domain knowledge expert engineering theory and its associated software tools. PDM manages engineering data about a product, particularly computer-aided design (CAD) data, and handles product revisions. Although PDM can be used to handle the design release process, most design release processes are external to PDM framework capabilities. And this defines the most important difference between PDM and PLM: PDM provides one of many inputs to the more comprehensive enterprise PLM process.
An engineering team commonly uses PDM software to collaborate in planning and organizing product data. Engineers can use a PDM framework to handle revisions and rollbacks, manage orders to change design specifications, and create and send a bill of materials. Engineering teams can save substantial time and remove trial and error by collaborating in a central CAD-based PDM. The CAD component includes product prototypes and models based on actual parts’ manufacturing instructions. Refinement and debugging are a natural component of PDM. A modern PDM system interfaces and shares product data with a variety of other software applications, especially enterprise PLM. Here are some of the many important methods and functions integral to PDM frameworks:
- Augmented reality and virtual reality for real-time syncing of design data
- Product CAD file data management
- Product revision control as well as revision and rollback history
- Search functions within CAD files — recycling product specs
- Scalability tools for spec replication
- Output data to integrate with PLM, enterprise resource planning (ERP), and materials requirement planning (MRP)
- Security management to authenticate permission levels for engineers
- Automated workflows such as engineering change orders
A favorite function of PDM frameworks among engineers is the ability to collaborate on designs and share comments and feedback. An equipment manufacturer can improve product development and productivity by sharing product data with suppliers and marketing teams. An engineering team typically leverages a PDM through the following aspects of product development:
- Initial product design
- Product prototyping
- Release to manufacturing
- Engineering change notice (ECN) process
ECNs are also called ECOs (engineering change orders) and are a practical procedure greatly enhanced and optimized by PDM frameworks. The release to manufacturing, mentioned above, streams naturally to many of the functions of the PLM that we will explore shortly. PDM often releases product CAD files to manufacturing. Bill of materials (BOM) data is streamed to the PLM and ERP. This final step unifies the product development in the global enterprise BI model.
Important benefits of PDM
Direct CAD integration is now standard in competitive product development. Computer vision is an important area of AI now enhancing many aspects of CAD in product development. Fast product data searches, product spec replication and recycling, as well as secure data access, can make the difference between a successful product release and a problematic one. Augmented reality 2D or 3D views have now elevated product design to a new level. Automated engineering change orders are likewise an industry standard that PDM frameworks have brought to automated fruition. Many previously disparate functions are now central to PDM, including:
- Revision control
- BOM management
- Spec recycling and reuse
Now that we have defined the engineering assistance provided by PDM frameworks, it will be easy to transition toward understanding the enterprise solution of PLM frameworks.
Full-spectrum product life cycle management
Now that PDM is defined as a subset functionality of PLM, what is a product life cycle management framework exactly? Briefly, PLM manages all aspects of a product from the initial design phase to product termination. Equivalent enterprise-level apps that tend to be unified within PLMs include ERP, customer relationship management, and manufacturing execution systems frameworks.
In the product development scope, PLM ideally integrates the other solutions centrally as a product data sharing hub. PLM is therefore envisioned as a business intelligence strategy with the ultimate objective of maximizing profitability. The PLM framework thus seeks to promote innovation in the context of product introduction, product maintenance, and all the way through to a product’s end-of-life planning.
An ideal PLM framework will track a product through its history, charting designated aspects of production and sales (by way of PDM inputs, service requirements, and spec revisions), all the way to product retirement. Generating vast data stores along the way, the PLM framework is now a primary beneficiary of ML-based data analytics. As such, the PLM framework unifies all business processes and enterprise applications, with the ultimate outcome of uniting people in the achievement of their best possible outcomes. When the PLM is integrated fully, the entire manufacturing supply chain benefits. Run correctly with integrated analytics, PLM optimizes product development, informs manufacturing and production rates for order attainment, and drives accurate marketing campaigns.
Some ways this manifests include:
- Tracking for all project development progress in designed phases with milestones, assessments, and projected outcome assurance
- Assessment of product-related business process performance at a glance
- Interfacing for all enterprise solutions with streaming product data in real time on development issues, hardware issues, and software QA events
- Strategic materials sourcing through supplier relationship management
- Context-driven and role-specific authentication and collaboration to improve data sharing, automated workflows, and BI tools and services toward actionable insights
- Actionable insights leading to concise decisions through ML-based data analytics on product development projects
- Flexible reporting based on portfolio management analytics
- Occupational health awareness and product safety
- Product and process quality assurance
- Improved operational control through monitoring of product revisions, resource constraints, and cost factors
- Interface PDM and engineering processes in product data with other BI processes and the business model on the whole
Comprehensive benefits of PLM
Having defined PLM as an enterprise solution for product development, let’s talk about the broad benefits of such systems: First, PLM creates a foundation for streamlined initial product designs and ECN processes. It also helps reduce development time and costs, speeding up time to market.
Ideally, PLM frameworks tend toward:
- Product designs that are universally visible throughout the organization, promoting collaboration and BI outcomes
- Reduced redundancy; increased design reuse and recycling
- Efficient sourcing and inventory investment, leading to further improvements in manufacturing productivity outcomes
- Documentation updates leading to higher standards of QA
- Inception of BI models that embrace innovative ML models and analytics
The analytics edge in PLM functionality
All processes that generate data can be analyzed to produce valuable insights about how to improve the efficiency of those processes. Both human and machine productivity can be dramatically improved with insights gained from models trained with live data from CAD and production facilities. Translating DevOps processes into the product design context is the natural evolutionary next step in PLM. API integrations for third-party analytics platforms like Sisense now make it easy to harness the forecasting power of AI.
Whatever you’re working on, the right analytics for your PDM or PLM data can help you build better products, services, and experiences that will delight your users and stand the test of time. Backed with insights and the right framework, you’re ready to build boldly and change the world.
Vandita Manyam is product manager for Cloud Data Team at Sisense. She has 5+ years of experience in product management and business analytics, improving the product experience for business intelligence companies like Interana and Tellius. Vandita has spoken for events in Gartner Data Conference and company webinars.
How to Choose Between Today’s Top Enterprise Master Data Management Solutions
Reading Time: 2 minutes
Every day we’re faced with different choices that we have to make. Some are relatively easy, such as what kind of milk you want in your coffee or what music to listen to for motivation while working. Others can be more complex and require deeper research to understand your options and avoid regretting your decisions.
Selecting a master data management solution often falls into the second category, but it doesn’t have to be that way. Data and analytics leaders can use the 2021 Gartner Magic Quadrant for Master Data Management Solutions report to help them navigate the complexities of choice in enterprise MDM solutions.
More on the Magic Quadrant report
In the Magic Quadrant for Master Data Management Solutions report, Gartner, Inc. evaluates the strengths and cautions of MDM solution providers that it considers most significant in the marketplace, and provides readers with a graph (the Magic Quadrant), plotting the vendors based on their ability to execute and their completeness of vision.
Why TIBCO was named a Leader
TIBCO has been recognized as a Leader in the 2021 Gartner Magic Quadrant for Master Data Management Solutions, making this the 5th time. We believe TIBCO should be your MDM solution of choice because it provides all the capabilities you need across the entire data management lifecycle. Breaking down data silos, TIBCO addresses every type of data—metadata, reference data, master data, transactional, and streaming data—to meet any business need at scale.
Here are four reasons to choose TIBCO for all your data management needs:
- Model-driven: Implement with your data, workflows, and security models
- Multidomain: Manage any domain of data and their hierarchies
- All-in-one: A single solution to manage, govern, and consume shared data assets
- Designed for business teams: Encourage adoption and collaborative with self-service capabilities
TIBCO should be your MDM solution of choice because it provides all the capabilities you need across the entire data management lifecycle. Breaking down data silos, TIBCO addresses every type of data to meet any business need at scale. Click To Tweet
To help make your choice easy, read this complimentary copy of the 2021 Gartner Magic Quadrant for Master Data Management.
Gartner Magic Quadrant for Master Data Management Solutions, 27 January 2021, Simon Walker, Sally Parker, Malcolm Hawker, Divya Radhakrishnan, Alan Dayley
GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally, and is used herein with permission. All rights reserved.
Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.
Live Webinar: Maps integration within Dynamics 365 CRM/Power Apps – Advanced Auto Scheduling, Territory Management, PCF Controls, and more with our December 2020 release!
Your eyes are in for a treat, we’re about to unveil for the first time in action, the latest enhanced version of the December 2020 Maplytics release! Productivity just got goosebumps. In this release, we bring you the enhancement to some of the most popular features of Maplytics like Auto Scheduling, Territory Management, PCF controls, etc.
Ready to dive in for a productivity swim? Get your seat pre-booked for our Maplytics December 2020 release below for FREE:
February 3, 2021 – 11 AM EST
Here’s a quick highlight of what you will know once you’re done with this webinar:
1. Detail Map Control: Perform Maplytics features without switching screens.
2. Auto-Scheduling: Create optimized schedules for multiple users at once.
3. Territory Management: Create balanced sales and service territories automatically.
4. Associate Records: Associate required records with multiple records plotted on a map.
5. Set Regarding: Set the required records as regarding while sending bulk emails.
So if you want to start and take on your 2021 at a productive note, join us to redefine your field and market presence using Maplytics within Dynamics 365 CRM/PowerApps!
But wait! Do the date not align well with you? Do you have other commitments? Or are you unsure if you’ll be able to attend the live webinar? No stress, we’ve still got you covered. Every registrant receives a full recording delivered right to their mail for absolutely no charge.
Interested? Click below to…
Each webinar we host has an interactive element in it where we give you access to our solution expert on a direct one on one basis. This gives you a unique opportunity to clarify your queries, doubts, or any concerns.
So if you’re still here and haven’t made any clicks, what’s the wait? There are only a few days left for registrations, your productivity upgrade is a !
Dynamics 365 CE On Premises: SQL Server TempDB Management
SQL Server TempDB Management
The right management of TempDB is crucial to deliver good performance. It may have impact in many other SQL Server configurations, e.g. Isollation Level RCSI – Read Committed Snapshot Isollation, that makes extensive use of TempDB, so its design must be well tuned.
Let’s suppose you currently have configured your CRM database with 4 data files and 1 Log, and yoy have 4 processors in your SQL Server machine. This configuration is right according the standard recommendation on KB 2154845, but you may have observed that the number of processors of SQL Server is low and its consumption may be up to 100% during the day. As the number of processors increases, consider increasing the number of data files in TempDB to maximize disk bandwidth and reduce contention in allocation structures. As a general rule, if the number of logical processors is less than or equal to eight (8), use the same number of data files as the logical processors. If the number of logical processors is greater than eight (8), use eight data files. If there is contention, increase the number of data files in multiples of four (4) to the number of logical processors until the contention is reduced to acceptable levels. For more information on this configuration, see Microsoft KB 2154845.
Walter Carlin – MBA, MCSE, MCSA, MCT, MCTS, MCPS, MBSS, MCITP, MS
Senior Customer Engineer – Dynamics 365 – Microsoft – Brazil
Teradata Named a Cloud Database Management Leader in the 2020 Gartner Magic Quadrant for Cloud Database Management Systems
Teradata Vantage Also Ranked Highest in Three Out of Four Use Cases in the 2020 Gartner Critical Capabilities for Cloud Database Management Systems for Analytical Use Cases
In tandem, Teradata Vantage – the company’s hybrid multi-cloud data analytics software platform – was also recognized with the highest scores in three out of four use cases in the 2020 Gartner Critical Capabilities for Cloud Database Management Systems for Analytical Use Cases, issued November 24, 2020 by analysts Henry Cook, Donald Feinberg, Merv Adrian, Rick Greenwald, and Adam Ronthal. Among the 16 vendors evaluated, Teradata ranked highest in three out of four analytical uses cases – Traditional Data Warehouse, Logical Data Warehouse, and Data Science Exploration/Deep Learning – and ranked second in Operational Intelligence.
“Teradata is committed to providing the best enterprise data analytics in the cloud – period. This means offering our customers a modern data analytics platform that can handle the large and complex workloads that Teradata is known for, and flexible deployment options that don’t limit choice or lock them in,” said Steve McMillan, CEO, Teradata. “We’re the only data warehouse and analytics provider with hybrid multi-cloud offerings across the top three public cloud vendors, providing the same software, features, and experience regardless of environment. This recognition from Gartner validates the strength of our cloud position and further underscores the commitment to our customers to meet them wherever they are on their cloud journey.”
Teradata’s unique hybrid and multi-cloud offerings have become critical differentiators in the Cloud Database Management Systems market. According to Gartner, “The capability to work across intercloud, multicloud and hybrid is increasingly important. This will likely become a prerequisite for these systems.”
Gartner defines the Cloud Database Management Systems (DBMS) as a fully provider-managed public or private cloud software system that manages data in cloud storage. These management systems include specific optimization strategies designed for supporting traditional transactions and/or analytical processing covering one or more of the following seven use cases: Traditional and Augmented Transaction Processing; Traditional and Logical Data Warehouse; Data Science Exploration/Deep Learning; Operational Intelligence; and Stream/Event Processing. Data is stored in a cloud storage tier (e.g., cloud object store, HDFS or other proprietary cloud storage infrastructure), and may use multiple data models — relational, non-relational (document, key-value, wide-column, graph), geospatial, timeseries and others.
Teradata Vantage is the leading hybrid multi-cloud data analytics software platform that enables ecosystem simplification by unifying analytics, data lakes and data warehouses. With Vantage, enterprise-scale companies can eliminate silos and cost-effectively query all their data, all the time, regardless of where the data resides – in the cloud, on multiple clouds, on-premises or any combination thereof – to get a complete view of their business. And now, Teradata is the only data warehouse and analytics provider with hybrid multi-cloud offerings across the top three public cloud vendors, offering maximum flexibility and choice to its enterprise customers.
To learn more visit here.
Gartner Disclaimer
Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.
Auto Scheduling, Territory Management and More Exciting Updates in your Favorite Maps Integration App for Dynamics 365 CRM/Power Apps December Release!
Prepare to become more of a fan of your favorite mapping solution within Dynamics 365 CRM / Power Apps with Maplytic’s release! This release is dedicated to enhance popular features that are highly useful to the management teams.
The advancements to the features in this release will allow managers to optimize the creation of their schedules, automate their territories creation, do more with Detail Map without switching screens, and optimize their security access process!
So without further ado, let’s unpack this latest release!
Feature Upgrade #1: Advanced Auto Scheduling
With the latest Auto Scheduling feature , managers and admins can create an automated schedule for multiple users at once. The routes for different users will be shown in different colors on the map. They can also choose to show the routes planned for the selected days only to the required users.
Along with this multi-user scheduling convenience, managers can also consider the existing meetings of their field reps while planning as well as set other advanced preferences.
Feature Upgrade #2: Auto Creation and Drafting Territories
Territory Management just got easier. This latest release allows users to . Users simply have to enter the required records and the regions for creating the territories, enter the number of territories to be created and run the territory operation. Maplytics will start intelligently calculating the inputs and then distribute the plotted records into the territories created and provide the desired number of balanced territories.
Draft Territories
Couldn’t create all the territories you wanted in one go? Unsatisfied with the created territories and want to rework? Need to re-optimize territories after feedback? Whatever the reason, Maplytics can help in any situation. Users can now leave their half-completed or under-progress territories as a draft and continue on the same before finalizing and creating territories in the CRM. There are no limits on the rework process, after every rework users can choose to finalize and create the territories or simply save it again as a draft.
Feature Upgrade #3: Detail Map Control
PowerApps Component Feature (PCF) allows users to perform actions without switching screens. The most recent release added four PCF controls and Detail Map was one of them. It enabled the users to perform some of the Maplytics features like Proximity search, Route Optimisation, Categorisation, and POI on the dataset page itself without switching to any map pages.
This release takes the efficiency of Detail Map PCF Control forward and allows users to use more Maplytics feature within the Detail Map control. Users can plot multiple data sources, categorize multiple data source based on respective attributes selected, plot data By Region or By Drawing and also plot the current GPS location as the current location on the map while using the mobile.
Feature Upgrade #4: Selective Security Access to multiple users and teams
Security is an integral factor in any organization. Maintaining a strict need-to-know and need-to-access system helps businesses maintain confidentiality and data integrity. With Maplytic’s Security Templates , managers and admins could achieve this by providing selective access of Maplytics actions to their users or teams. This feature allowed them to create a template with selective actions enabled and then assign it to the required Maplytics users.
We went a step further and added a level of efficiency to this by providing the ability to assign the template to many users or teams at once. Bulk assigning can be done by selecting multiple users or even the whole team that needs to be assigned with a template. Tracking is also easy because managers or admins can keep a track of which Maplytics features each user has access to.
This was the latest updates from the latest 2020 December release! With Automated Territory creation, Multi-user Appointment Planning, Advanced Detail Map PCF control, and bulk security templates, users can truly tap into the convenience and intelligence provided by Maplytics.
So what’s the wait? Upgrade your Maplytics version to this to enjoy the upgraded benefits! You can also send us an email at crm@inogic.com to get a live demonstration of all the latest features.
Document/Attachment Management limitations within Dynamics 365 and how to overcome them!
Dynamics 365 CRM unlocks the abilities of organizations to do more with their data. From customer engagement to document storage and management, Dynamics 365 has got it all. However, no product is flawless in every aspect; it comes with certain limitations and roadblocks. One such limitation is related to document storage and management within Dynamics 365. When it comes to cloud storage for storing documents, Dynamics 365 only allows a single native option of SharePoint cloud storage. Moreover, this comes with a default base level quota for 10GB storage. All organizations reach the free storage limit in Dynamics 365 sooner or later and the additional costing per GB can be too cost intensive.
Wouldn’t it be better to have the option to store and manage your documents on your choice of cloud storage? It’s possible with Attach2Dynamics, a Preferred Solution on . Attach2Dynamics is an that provides native integration between CRM and multiple cloud storage like SharePoint, Dropbox and Azure Blob Storage as shown below. Users are free to choose their connector, integrate their respective chosen Cloud Storage and then store and manage their attachments/documents in the integrated Cloud Storage seamlessly using Attach2Dynamics.
What more can you do with Attach2Dynamics? Along with overcoming the limitation of single cloud storage, Attach2Dynamics offers many must have features like drag and drop attachments, bulk migration of history attachments, upload, download, delete to and from SharePoint, Dropbox, Azure blob, etc. The highlight is that all these actions can be done right from within Dynamics 365 using the easy to use Attach2Dynamics UI. So let’s unpack some of these most popular features in Attach2Dynamics that allow you to make attachment storage and management easy and efficient.
Get an enhanced user experience with Drag & Drop
With Attach2Dynamics, it’s impossible to not get attached to the convenience. Attach2Dynamics unboxes with a user-friendly interface that makes copying/moving files a piece of cake. It allows users to comfortably drag and drop multiple files and folders from Dynamics 365 CRM to Dropbox, SharePoint and Azure Blob Storage. Once users have copied/moved all their required files they have the option to view all the files and folders that have been copied/moved in one glance with the help of Attach2Dynamics.
Do more with less effort with Bulk Migrate
Document management with Attach2Dynamics is all about efficiency and a hassle free experience. Users can use Bulk Migration Jobs to Copy/Move History Notes, Email and Sales Literature Attachments from Dynamics 365 CRM to SharePoint, Dropbox and Azure Blob Storage.
To make it easy to keep a track of the migrated files, Bulk Migration provides a detailed status on the files that are migrated. Therefore, users can easily view the migrated information. Consider a case where a user has to move their emails of last ‘n’ number of weeks from Dynamics 365 CRM to configured cloud storage, with Attach2Dynamics, bulk migration is only a single click! This makes migration straightforward and simple, allowing users to rapidly free up more space in their Dynamics 365 CRM.
Maintain easy control with Security Templates
Attach2Dynamics grants access to control user actions by setting necessary permissions for users. Users can Upload, Rename, Download, Email, Copy Link and Delete files from configured cloud storage if they have the necessary permission for it.
Managers can use the Security Templates feature of Attach2Dynamics to set permissions for all the user actions in configured cloud storage on the selected files and folders as shown below.
So here was your roadmap to overcome the limitation of the document/attachment storage and management and an alternate solution with Attach2Dynamics within Dynamics 365. If you would like to journey this roadmap with our Attach2Dynamics solution, you can head to our or go to to download a FREE 15 DAYS TRIAL.
So until next time –overcome these difficult times and stay safe!