What’s New in Dynamics 365 Field Service!
The 2021 Release Wave 1 Features for Dynamics 365 Field Service became available for Microsoft partners and customers on April 1st! Dynamics 365 Field Service is an end-to-end solution that allows customers to transform their service operations with intelligent scheduling, native mobile support and remote asset monitoring to help you get the job done right the first time.
Small and large organizations alike are turning to Dynamics 365 Field Service due to break-fix business models, an inability to scale, inefficiencies in scheduling and poor technician enablement. Organizations that lack Dynamics 365 Field Service capabilities often experience unexpected breakdowns, siloed field service and customer service data, inefficient routes and low utilization. The 2021 Release Wave 1 Features for Dynamics 365 Field Service directly address and support many of these customer pain points so you can focus on what matters most for your business.
Dynamics 365 Field Service 2021 Release Wave 1 Features:
1. Proactive Service Delivery – The newest updates to Dynamics 365 Field Service are meant to move organizations from being reactive to providing proactive and predictive field service. Dynamics 365 Field Service now supports all the following capabilities to encourage proactive service delivery:
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- Users can add knowledge articles to work orders to enhance technician productivity
- Resolutions can be associated to incident types to more accurately correlate specific issues with specific solutions
- Upgrades to field service inspections including multi-language support, filter entity views, compact layout options, import/export templates, barcode scanning and image comments, enabling users to publish and create a service task with just one click
- Guided experience to setup master data in Dynamics 365 Field Service like accounts, work order types, products and more
2. Resource Scheduling – Easily schedule technicians and other resources to complete your field service operations with ease with the following updated capabilities:
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- New map view on the schedule board so dispatches can see unscheduled work orders, scheduled bookings, technical locations and organizational units
- New weekly and monthly views on the schedule board which enables dispatches to easily edit allocated hours for multi-day bookings
- Enhancements to the embedded optimizer within the schedule board to improve dispatcher productivity and reduce the time it takes to perform daily activities
- Outlook appointments will now be included in resource scheduling so dispatches do not have to switch between two separate tools to get a complete view of capability
- Predictive travel times so you and the customer know exactly when the technician will be arriving
- Resource scheduling optimization is now available for every Field Service organization which enables the scheduling of multiple work orders with one click
3. Technician Success – The newest updates as part of the 2021 Release Wave 1 embeds knowledge management into field service processes so technicians can reliably resolve work orders and install assets right the first time:
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- Quickly tap to complete service tasks and use products and services
- Address recommendations from Bing Maps will be provided so the admin and technician can quickly populate the account address, reducing the capacity for data entry errors
- Quickly capture Field Service notes to share and reference with relevant photos, videos and audio notes included
- Generate service reports while your mobile app is online or offline
- Get a better understanding of your schedule by viewing your bookings on a map
- Microsoft Teams messaging will be integrated into a work order to enable technicians to stay connected throughout the entire process
- Preconfigured virtual agent bot to update a booking status or find an expert
4. End Customer Engagement – The 2021 Release Wave 1 Features are designed to empower end customers to be in closer contact with the field service company. Customers can easily schedule, track and provide feedback to the field service company with the following features:
- Customer receives SMS and/or email notification with booking information and technician location tracking to enhance communication, decrease service duration and eliminate wasted trips
- Customers can self-schedule technicians from any device with a responsive interface to give them flexibility and a more personalized field service experience
To empower your business with proactive and predictive insights from Dynamics 365 Field Service, contact our BCS Team today at (562) 988-3451 or sales@BondConsultingServices.com!
Quality & Manufacturing Case Study
By: Seetharaman A. Rajaram – Senior Consultant
In February of 2021, Bond Consulting Services (BCS) partnered with a leading manufacturer of spherical and atomized metal powders to implement Dynamics 365 Business Central on-premise. The chemical manufacturer’s powders are used by aerospace companies and the U.S. military for defense purposes.
The company’s atomized powders consist of chemical, biological and physical properties that all interact to affect the quality of the powder produced. During the intricate and detailed production process, the solid materials are broken down into a granular size and the properties are analyzed to ensure the perfect combination of materials to produce their specialized, soft metal powders.
To comply with government restrictions and protect the confidentiality of its chemical processes, the manufacturer desired Dynamics 365 Business Central on-premise to optimize their manufacturing operations due to the enhanced security and greater ability to control each step in the chemical process. The company also desired its Business Central environment to be integrated with the Quality module to streamline their chemical inspection process during production.
The BCS Team took great care to understand the needs and requirements of the leading manufacturer before implementing the integrated solution. Firstly, our expert team of consultants reached out to various partners across the country (and the world) to determine the best 3rd party ISV tool to deploy a Quality module that complies with all government regulations. Headquartered in Mumbai, India, Godrej Infotech (a leader in consulting and technology services) provided the best Quality module solution that could be easily customized and deployed for the manufacturer by the BCS Team. The specialty Quality module will enable the manufacturing teams to analyze the percentage amounts of each property in the powder, and finetune the process to improve the percentages so the powder byproduct is exactly how they want it. This material inspection was a difficult, manual process for the manufacturer but thanks to the powerful capabilities of Dynamics 365, the inspection process will now be fully automated and captured in their integrated Business Central environment.
The Business Central environment will also automatically reflect inventory amounts and other important metrics so the manufacturer can easily determine the amounts and types of raw materials needed to configure the products for their customers. The Business Central and Quality modules will reflect all the necessary requirements of the chemical manufacturer, as well as the certificate for chemical and physical analysis. BCS is currently in the discovery process with the leading manufacturer and expects the integrated solution to be fully deployed within the next few months.
BCS remains dedicated to customizing and transforming a solution to work for companies of various sizes and purposes. Dynamics 365 Business Central and the Quality Module can be leveraged for many different discrete and process industries to automate complicated operations and boost business performance.
To learn more about the powerful manufacturing and quality capabilities in Dynamics 365 Business Central, watch our featured BCS Product Videos:
- Dynamics 365 Business Central Manufacturing | Items & Production BOMs
- Dynamics 365 Business Central Manufacturing | Planning & Purchase Orders
- Dynamics 365 Business Central Manufacturing | Production Orders
- Dynamics 365 Business Central Manufacturing | Subcontracting
- Dynamics 365 Business Central Manufacturing | Item Tracing
- Dynamics 365 Business Central Manufacturing | Quality
- Dynamics 365 Business Central Manufacturing | Routing & Visual Production Schedule
For any questions regarding Dynamics 365, please contact sales@BondConsultingServices.com or call (562) 988-3451 to speak to our expert consultants!
Customizable Reporting for International Shipping
By: Matt Ceron – Microsoft Dynamics ERP Consultant
In January of 2021, Bond Consulting Services (BCS) deployed the basic functionality of Dynamics 365 Business Central for a unique packaging company that delivers specialized glass packaging for natural products. After getting accustomed to their new environment, the packaging company desired specific customizations to fit their business needs and optimize operations.
The BCS Team integrated the Business Central environment with the 3rd party application called Dynamic Ship from Insight Works which is a global leader in productivity solutions for manufacturers and distributors and a trusted partner of BCS. Dynamic Ship is a package management system that enables users to add real-time shipping rates, label printing, shipment tracking, carrier integration and more capabilities right into their Business Central environment:
The packaging company ships many products internationally, especially to Canada, which presented a major obstacle for their integrated Business Central and Dynamic Ship environment. To ship products internationally, companies need to complete a Commercial Invoice that is evaluated by customs to ensure all product and pricing information is accurate. Dynamic Ship reporting only supported 1 line per item on the invoices which forced the system to add all the company’s separate product figures together. For instance, if the company wanted to ship 1 box that included 280 product items to Canada, the Commercial Invoice would show 281 items (instead of 280) which would cause the price of the box to increase exponentially. Therefore, customs would often deny the international shipments as the Commercial Invoice did not reflect the correct pricing.
BCS and Insight Works quickly got to work customizing the invoicing functionality to fix the line-item issue in their Dynamics 365 Business Central instance. Our expert consultants reconfigured the gross weight field on the Commercial Invoices to correctly calculate the weight of their products in addition to any packaging materials used such as boxes or pallets. The customized Commercial Invoice eliminates the company’s international shipment issue by enabling multiple lines per item, so the pricing and product quantities are accurate every time.
BCS established another customizable report in their Business Central environment to streamline the packaging company’s inventory replenishment process. The customizable report includes exact inventory measures such as exact weights of packages, exact weights of boxes, exact unit prices, how many products they have sold, how many sales orders they have completed, how may sales quotes they have completed and much more (see example report below):
The new report compiles all relevant data into a single document, so the company does not have to gather data from multiple sources which saves time and employee costs. This has been hugely helpful for the sales, warehouse management and inventory teams as it automatically updates orders and shipments to provide actionable insights on closing deals and replenishing inventory.
The packaging company is delighted with their new reporting functionality but is still experiencing issues with shipping samples internationally. To introduce their new products and increase customer retention, the company sends many product samples to their customers free of charge:
However, the samples are often not allowed through customs as there must be a dollar value on the Commercial Invoices to be shipped internationally. The BCS Team is currently coordinating with the packaging company to create an option that would still reflect $0 on the sales invoices but would generate some type of dollar amount on the Commercial Invoices to enable them to ship internationally.
The BCS Team is dedicated to modifying and enhancing Business Central reporting capabilities to meet all the needs and desires of our customer. The new functionality will be finalized within the next couple of weeks, and it can be implemented for a large variety of Business Central environments.
To learn more about Dynamics 365 Business Central and Dynamic Ship, or to learn more about specific customizations for your business, please schedule a free consultation or call (562) 988-3451 to speak to our BCS Team!
2021 Release Wave 1 Features for Microsoft Business Applications!
On Tuesday, April 6th of 2021, Microsoft hosted a Business Applications Launch Event in which many Microsoft executives shared the most recent updates and new capabilities of Dynamics 365 and other Microsoft Business Applications. The Bond Consulting Services (BCS) Team participated in this exciting virtual event to learn more about the advanced capabilities of Microsoft technology and how our team can leverage these updates to enhance success for our clients. Continue reading to get the inside scoop on what’s new for Microsoft Business Applications!
Microsoft Business Applications 2021 Release Wave 1 Features:
1. Microsoft Dynamics 365: Microsoft Dynamics 365 is a suite of ERP and CRM software applications that are designed to improve productivity and performance by connecting all business operations and uncovering actionable insights. Dynamics 365 solutions, particularly Dynamics 365 Marketing, promotes an end-to-end customer journey orchestration to ensure your customers and prospects are actively engaged at every point throughout the sales journey. Microsoft recently updated Dynamics 365 apps to support live transcription, enhanced AI capabilities, Teams collaboration, native 1st party voice capabilities and other out of the box features:
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- Live transcription during telephone calls enables your sales team to focus on the customer or prospect’s specific needs and desires for a solution without having to worry about collecting information as all interactions are automatically recorded and preserved for future use.
- Dynamics 365 apps also include tangible AI capabilities to immediately recognize and address overlooked requests, pending payments, inventory replenishment, and much more.
- The new integrated capabilities of Microsoft Teams and Dynamics 365 apps enables users to quickly make updates and alterations to a customer journey right from your Teams experience.
- Native 1st party voice capabilities enable users to automatically retrieve relevant customer information, saving time and increasing the number of successful resolutions. Users are also able to leverage rich client data to inform unified routing capabilities so sales and service teams can manage extremely detailed and complex roles.
- Dynamics 365 out of the box capabilities gather specific points of data across a customer’s journey into a single screen where users can organize the data into powerful charts, graphs or other customized reports.
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2. Microsoft Cloud for Industry: Microsoft recently launched Microsoft Cloud for Healthcare which provides capabilities to coordinate care for patients, manage health data and boost operational efficiency while protecting the security and confidentiality of health data. Microsoft also launched Microsoft Cloud for Retail which compiles various data sources across the retail value chain to connect shopper experiences, build a resilient supply chain and deliver a personalized journey for customers. Although Microsoft Cloud for Retail is a very new application, it comes with powerful capabilities to transform the retail experience:
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- Microsoft Cloud for Retail supports eCommerce personalization by actively gathering information on customers and prospects and organizing the data into rich, comprehensible reports so sales teams can engage customers with purpose across all channels.
- Microsoft Cloud for Retail leverages enhanced AI capabilities that utilize digital advertising strategies to keep the customer actively engaged. AI will identify the customer’s preferred channel for interaction and will then send real time, hyper personalized emails, notifications or other content so customers are reminded about the products they are interested in and are more likely to purchase. AI also tracks store footfall and will notify retailers when the store is reaching capacity to comply with COVID-19 regulations, and it measures how long customers spend interacting with products to maximize potential sales.
- Microsoft Cloud for Retail provides a one-stop shop for both B2B and B2C customers’ retail relationships through a unified intelligent platform. B2B and B2C customers have access to full product catalogues, they can easily group products together for bulk orders, they can use account credit so orders will be completed faster and are easier to reconcile, and they have access to a host of online self-service capabilities to easily track and pay invoices.
- Microsoft Cloud for Retail supports a commerce anywhere at any time approach by automatically updating customer information so customers can easily view their full purchase history, their wish list and product recommendations for upsell purposes. Retailers can use custom replays in the system to view how customers interact with their website and make improvements to the online customer journey. If a customer makes a purchase, they are updated at every stage of the shipping process so they know exactly when the order will arrive. Frontline workers can easily track sales orders in the system and it automatically updates when an order is completed.
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Microsoft Cloud for Healthcare and Microsoft Cloud for Retail have the capabilities to transform business productivity and success for these important industries. Microsoft will soon launch other industry applications including Microsoft Cloud for Financial Services, Microsoft Cloud for Nonprofit and Microsoft Cloud for Manufacturing so stay tuned for those updates!
3. Microsoft Power Platform: The Microsoft Power Platform is designed to drive a data culture so that every employee can make important business decisions based on actionable insights. Power BI is a cloud-based business analytics service that gives you a single view of your most critical business data. The most recent updates to Power BI include integrated capabilities with Microsoft Teams and the launch of Power BI Premium:
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- Power BI app for Microsoft Teams enables users to find customer data, investigate and collaborate without ever leaving Teams. Power BI data hub in Microsoft Teams encourages users to quickly configure datasets or interactive reports with just a couple of clicks, and all data sets and reports can be exported to Excel. AI visualization within Power BI will automatically recognize and promote the most important insights such as the number of units sold, the return rate, gross margins and data anomalies for further investigation so you are always in the know with actionable data at your fingertips.
- Power BI Premium supports automated machine learning modules directly in Power BI and Microsoft Teams. Power BI Premium enables users to analyze images and texts with cognitive services, protect data at high volumes and create pixel-perfect paginated reports for streamlined data analysis. Power BI Premium also supports deployment pipelines and trillions of rows of data in memory. Power BI Premium is now available at a per user level at just $20/user per month!
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4. Microsoft Power Apps: Microsoft’s Power Apps capabilities enable companies and individuals to build and connect powerful apps all on your own. Microsoft Power Apps support Power FX for low code development, making it easy to customize a solution specifically for your business. Over 1,000 unique transformations are now within reach for Microsoft partners and customers. Leverage Microsoft Power Apps to readily develop innovative apps for use across devices and in Microsoft Teams.
To learn more about these exciting new updates as part of the Microsoft Business Applications 2021 Release Wave 1, please contact our BCS Team by scheduling a free consultation or calling (562) 988-3451!
Shopify Integrated with Dynamics 365 Business Central to Streamline eCommerce Operations
Shopify is the leading eCommerce platform for online stores and retail point-of-sale systems that is headquartered in Ontario, Canada. Shopify enables users to easily start selling their products online by offering a suite of services including Customer Engagement, Marketing, Shopping, and Payment capabilities. Shopify is used and trusted by over 1 million businesses around the world, and it could have immense benefits for your eCommerce business.
Dynamics 365 Business Central is a leading cloud solution hosted by Microsoft that is accessible anywhere, anytime and from any device. Business Central supports financial management, audit trails, multiple costing methods, intercompany transactions, company consolidation, CRM integration and many other exciting features to ensure complete control over all your business process operations.
Bond Consulting Services (BCS) is excited to offer new specialty integration mapping functionality that seamlessly integrates Shopify with Dynamics 365 Business Central, giving you the best of both worlds.
Our Shopify and Business Central Integration will provide you with the following powerful deliverables:
- Pre-built theme implementation for your Business Central environment
- Front-end development of your Shopify platform
- 7 essential touchpoints between Business Central and Shopify including Customers, Addresses, Orders, Products, Pricing, Quantities and Shipping
- Inclusion of up to 10,000 products in the integration
- Creation of up to 7 custom webpages
- Post-launch support for 30 days
The Shopify and Business Central Integration also comes with important optional add-ons for our clients including:
- Extra Content Creation (content help, copy writing, 3 collections)
- SEO Optimization
- Support Contract
As a Microsoft Gold Partner and Cloud Solution Provider, BCS assists clients with every aspect of implementation of Microsoft solutions, including needs assessment, installation, configuration, process redesign, customization, data migration, integrations, documentation, training, reporting, and support.
If you are looking to integrate your Dynamics 365 Business Central environment with Shopify, trust BCS to get the job done right!
For more information about our specialty Shopify and Business Central Integration, please visit our website, schedule a free consultation or contact sales@BondConsultingServices.com to get in touch with our BCS Team!
Unique and Sustainable Packaging Company Chooses Business Central and BCS Over NetSuite Competition
Miron Violetglass USA is a unique packaging solution for natural products based in Southern California. The biophotonic glass is used to protect products from damaging sunlight and increase their shelf life. The glass packaging also helps to preserve and enhance the odor and quality of the products. Miron Violetglass jars can be used to contain cosmetics, oils, medicines and foods. Miron Violetglass USA’s unique design and business model has taken natural packaging to a whole new level.
In October 2020, Miron Violetglass USA conducted a new business system selection process, evaluating many mid-market business systems. After significant research, Miron Violetglass USA narrowed their focus on Dynamics 365 Business Central and NetSuite as the primary competitive solutions. After engaging with the team of expert consultants at Bond Consulting Services (BCS) to define a complete solution for their US distribution efforts, Miron Violetglass USA selected Business Central to be implemented by BCS as its new ERP solution.
CEO and Head of Sales, Eelco Scholtens, shared “We initially needed an ERP to replace QuickBooks. It needed to be able to track lot numbers, manage bin locations, report forecasting and replenishment and handle shipping. It also needed to serve our future needs with CRM integration, ecommerce integration and a customer web portal to manage orders from our future webstore. We initially considered NetSuite as an ERP option, but ultimately found Microsoft Dynamics 365 Business Central to be a superior ERP solution. We also needed real-time visualization dashboards, which was solved with the implementation of Power BI. Business Central is so user-friendly and flexible it meets all of our requirements and is definitely the best fit for us.”
The BCS Team quickly got to work implementing and deploying Dynamics 365 Business Central combined with Warehouse Insight and Dynamic Ship from Insight Works, and eBizCharge for Credit Card Processing. Leveraging Insight Works’ powerful Business Central add-ons, Miron Violetglass USA automated its distribution operations with capabilities to scan receipts, track shipments and transfers, scan inventory count, print labels, engage in carrier rate shopping and send notifications to customers. The BCS Team also customized Miron Violetglass’ Sales Quote, Order, and Invoice pages to calculate the sales price on the base unit of measure quantity to simplify the sales process and limit manual entry of data. Miron Violetglass USA is thrilled about their new automated Dynamics 365 Business Central solution.
Eelco also shared “We chose BCS to implement the Business Central solution because we could tell BCS truly cared about the needs and goals of our company, and we are so happy we did! BCS’ diligence these past four months in customizing and integrating our Business Central environment with Warehouse Insight and Dynamic Ship has enabled us to automate our distribution operations and simplify our sales process with minimal data entry.”
To learn more about the powerful benefits of Dynamics 365 Business Central, please schedule a free consultation or contact sales@BondConsultingServices.com today!
Leverage the Power of the Microsoft Cloud with our New Dynamics GP to Business Central Rapid Migration Offer!
Small and large organizations alike are turning from Dynamics GP to Dynamics 365 Business Central to take advantage of the advanced features, integrated functionality, modern user experience, AI capabilities and cloud-based computing. Dynamics 365 Business Central is Microsoft’s leading cloud solution that is accessible anywhere, anytime and from any device. Business Central supports financial management, audit trails, multiple costing methods, intercompany transactions, company consolidation, CRM integration and many other exciting features to ensure complete control over all your business process operations.
BCS’ special Dynamics GP to Business Central: 10-Week Implementation Package is now available on AppSource and helps clients migrate from Dynamics GP to Dynamics 365 Business Central within 8-12 weeks with a proven successful plan and powerful deliverables. After understanding the needs and goals of your company, our Team of expert Dynamics consultants will migrate your historical sales and purchasing data including Master File Records (Chart of Accounts, Customers, Vendors & Items), Accounts Receivable & Accounts Payable transactions, and Sales & Purchase transactions from Dynamics GP to Dynamics 365. BCS will then activate and deploy your Business Central environment with security rights, Posting Groups, Bank Accounts, Mobile Apps, Power BI dashboards and much more to provide an effective and integrated experience.
The powerful cloud-based capabilities of Dynamics 365 Business Central will help you manage your finances, increase sales, streamline operations, and boost business performance today and into the future!
BCS is a Microsoft Gold Partner and Cloud Solution Provider with extensive expertise in Dynamics solutions. We assist clients with every aspect of implementation including needs assessment, installation, configuration, process redesign, customization, data migration, integrations, documentation, training, reporting and support. Our Team will migrate your data from Dynamics GP and deploy your customized environment for optimized use of Dynamics 365 Business Central.
To learn more about our Dynamics GP to Business Central: 10-Week Implementation Package, check out our website, view the offer in AppSource or contact BCS for a free consultation today!
What’s New in Power BI for 2021!
Power BI is Microsoft’s cloud-based business analytics service that provides users with a single view of your most critical business data. Bond Consulting Services (BCS) specializes in implementing, integrating and supporting Power BI to transform your data into rich, interactive dashboards and reports that are updated in real time and are accessible on any device. These dashboards and reports are also completely customizable so you can organize them any way you want, freeing you to focus on what matters most for your business. Make data-driven decisions and turn insight into action with Microsoft Power BI!
Power BI 2021 Release 1 Updates:
1. Security Enhancements: In February of 2021, Microsoft announced powerful security enhancements to Power BI including private links, service tags, TLS 1.2 enforcement, VNet, Department of Defense Impact Level 6, and double encryption. Microsoft also announced preview updates for sensitivity labels in Power BI Desktop and Azure. All these updates were specifically designed to help you protect your business data while still allowing relevant parties to utilize and analyze dashboards and reports within Power BI.
2. Premium Generation 2: Premium Generation 2 (Gen2) is Microsoft’s new Power BI architecture that provides unified self-service analytics and enterprise business intelligence for every user and every organization. The new architecture will migrate your existing premium data sets and reports to the cloud solution in a matter of hours, without interrupting business productivity. Premium Gen2 enables flexibility to license by user, it automatically adds capacity when needed, and it supports consistent cost management capabilities to grow data and analytics maturity across your organization. Premium Gen2 also lowers TCO and improves performance (up to 16x performance boost!) with its faster processing capabilities. Autoscale is now available as an optional add-on to Premium Gen2 that provides detailed utilization analytics and clear notifications to drive Azure consumed revenue. Premium Gen2 enables users to build solutions and services for customers with increased reliability, scale and security, and it provides important organic maturity models so you can easily answer questions about utilization, capacity and performance.
3. Premium Per User: Premium per user architecture recently launched in April of 2021 and it provides direct purchase access to self-service business intelligence and augmented analytics with flexible licensing. Premium per user leverages the same blazing fast Premium Gen2 architecture with performance increases of up to 16x! Power BI premium per user includes paginated reports, AI, deployment pipelines and many other capabilities to inspire actionable insights while also protecting your business data.
BCS is very excited about these new updates to Power BI and we continue to push the boundaries of business intelligence to move businesses forward in every way possible.
To learn more about the powerful benefits of Microsoft Power BI, please contact sales@BondConsultingServices.com, call (562) 988-3451 or schedule a free consultation on our website!
Add Landed Cost to Items Received from a Third-Party Freight Vendor
By: Carlos Lozano – Dynamics Business Central Lead Consultant
To apply landed cost to orders when the freight vendor is not the Vendor of the goods, follow this procedure:
1. Create and post the purchase order for the good’s Vendor without including Freight charges. Take note of the Purchase Receipt No.
2. To add the Landed cost, create a Purchase Invoice using the Freight Vendor.
a. Select the Vendor and enter the Vendor Invoice No., complete other info as necessary.
b. In the Lines section, add a Charge (Item)
c. Specify the Quantity as 1 and the cost of the freight in Direct Unit Cost Excl. Tax.
d. Click on [Lines] Line > Related Information > Item Charge Assignment
e. In the Item Charge Assignment (Purch) page, select Item Charge > Get Receipt Lines
f. Locate the Purchase Receipt, select each line and click OK.
g. Now select Item Charge > Suggest Item Charge Assignment… and select how you want to distribute the cost among the item lines.
h. Once the selection is made, click on OK and note the Qty. to Assign values for each line. Scroll to the right to see the cost that will be added to each line.
i. Lastly, click Close and post the Purchase Invoice.
3. To verify the Landed Cost was added to the Items, go to the Item card for any of the Items and look at the Unit Cost vs. the Last Direct Cost. The amount in the Unit Cost will reflect the Landed Cost. The Value Entries will also show the added cost.
For more information on the powerful capabilities of Dynamics 365 Business Central, please schedule a free consultation or contact our Team at (562) 988-3451!
What's New in Dynamics 365 Customer Insights for 2021!
Dynamics 365 Marketing is the leading global Marketing Automation Software powered by the Microsoft Cloud which supports multi-channel campaigns, lead management, marketing analytics, event management, sales and marketing alignment, and many more features to find and nurture sales-ready leads.
As so much has changed over the last year, businesses need to update their marketing strategies from tradeshows, digital campaigns, and megaphone messaging to personalized customer experiences, engaging events, and insight-based decisions. Microsoft recently launched new features and capabilities for Dynamics 365 Marketing in 2021 to inspire these changes and promote end-to-end customer journeys to boost business performance today and long into the future.
Dynamics 365 Marketing 2021 Release Wave 1 Updates:
- Expanded Microsoft Teams Integration: Dynamics 365 Marketing consists of powerful Teams collaboration capabilities that enable customers and prospects to seamlessly connect to relevant events and webinars. The new Teams updates will also enable marketers to use a simple click functionality to export relevant content from Teams to Dynamics 365 Marketing to create a personalized journey.
- Powerful AI Capabilities for Improved Decision-Making: New AI capabilities in Dynamics 365 Marketing enables real-time monitoring of customer journeys and channel KPIs. AI also supports channel optimization and encourages marketers to create deeply personalized emails to target and nurture potential leads.
- Access to More Channels: The Wave 1 Release for 2021 enables marketers to create and send SMS messages to customers through any mobile phone. It also supports a new and improved email editor for team members to quickly create and edit emails without compromises. Leverage the new centralized asset library to manage personalized content and deliver the best image, video, document, or fragment to your customer messages.
- Streamlined Customer Journey Orchestration: Dynamics 365 Marketing emphasizes customer journey orchestration to encourage sales and marketing teams to engage with customers in real-time. The new 2021 release updates include an event catalog with built-in, custom events to trigger customer journeys. These customer journeys can be leveraged to target leads, contacts, and opportunities in the system. Customer journey orchestration can span across Dynamics 365 Marketing, Sales, Commerce, and Service to support end-to-end business decisions. The new updates also enable marketers to hyper-personalize a customer’s journey with data and insights from Dynamics 365 Customer Insights:
Microsoft Dynamics 365 Marketing enables B2C and B2B marketers and business users to engage customers in real-time, win customers and earn loyalty faster, personalize customer experiences with AI and build customer trust with a unified platform. Unlike other solutions, Dynamics 365 Marketing can help drive end-to-end experiences with AI-assisted actions and is easy to use for business users. This helps organizations to elevate customer experiences.
As a trusted Microsoft Gold Partner and Cloud Solution Provider, Bond Consulting Services highly recommends the Dynamics 365 Marketing platform for companies looking to optimize marketing and sales strategies. Discover more about how Dynamics 365 Marketing can add effectiveness to achieving your marketing goals by calling (562) 988-3451 or scheduling a free consultation.