Category: CRM



This episode is sponsored by Mavim. Business process modelling touches nearly every element of a Dynamics 365 ERP or CRM project, from the customer's requirements and goals to a partner's pre-sales engagement to Microsoft's own platform and tools for project execution. On this episode we speak with Edwin Jongsma of Mavim, makers of BPM tooling built on Microsoft technology, about the variety of ways in which BPM fits into Dynamics projects today. We discuss some of the subtle but important reasons to focus on business process transformation from the diagnostic stage of a project onward, and why having a platform to support BPM leads to successful outcomes for both an individual project and for managing a broader IT portfolio. Microsoft has a role to play in BPM for Dynamics 365, Edwin notes. The Lifecycle Services platform is one obvious touchpoint, as is the Catalyst methodology for envisioning and planning solutions. And Power Platform's low-code/no-code tools, have an important role to play in both defining business process and reflecting an organizations needs. And, Jongsma argues, partners should be applying BPM concepts to provide industry models and process expertise to shorten the diagnostic phase and provide better guidance. Show Notes: 1:45 – Why the diagnostic phase of a Dynamics project is so important 3:30 – Observations on Microsoft's Catalyst Framework 5:30 – Why customers should define a clear roadmap to their 'to-be' state on D365 F&O 8:00 – 10:45 – How to avoid the risks of typical ERP projects by connecting people and technology 12:00 – Why customers should expect partners to have to-be models already developed based on industry expertise 14:30 – Positive outcomes in project phases after a successful diagnostic phase 19:00 – How expertise in BPM fits with Microsoft's Power Platform value proposition More from Mavim: How to optimize the diagnostic phase of your next Microsoft Dynamics 365 project (Article) Going Cloud on a Deadline? It's Never Too Late to Find a Better Way (White Paper) Low Code No Code and Business Process Management (White Paper) https://www.youtube.com/watch?v=gvkKDMHtc50



In this feature overview video series, we highlight new capabilities included in the latest update to Dynamics 365 Supply Chain Management. Priority-based planning prioritizes replenishment orders to ensure that urgent demand is prioritized over less-important demand. This enables businesses to increase service levels, reduce inventory levels, and prioritize their usage of supply and available material. Demand-driven planning lets you prioritize replenishment orders to ensure that urgent demand is prioritized over less-important demand. For example, a stockout replenishment order will be prioritized over a standard refill replenishment order. The system can automatically split larger orders into separate smaller orders, with order lines grouped by priority, and then process all high-priority orders first. Most industries can benefit from this, and a typical company that implements DDMRP can achieve:
– Improved customer service
– Lead time compression
– Right-size inventory
– Lower total supply chain cost These capabilities enable you to:
– Assign planning priorities to purchase order lines, sales order lines, transfer order lines, and demand forecasts.
– Assign a reorder point to item coverage rules to add granularity (in addition to minimum and maximum quantities) when planning refill orders.
– Split replenishment automatically based on priority to help optimize the distribution of limited supply.
– Group purchase orders based on priority when firming planned orders. – Define priority ranges to create a flexible planning priority setup.
– Assign a default planning priority level for each type of order (sales, purchase, and transfer). – Create intercompany orders, which let you establish a planning priority flow that applies across legal entities. Get the most out of Dynamics 365 Release plan
View all capabilities included in this release: https://aka.ms/Plan/2021RW2/SupplyChainManagement Product updates
Stay up to date on latest product updates: https://aka.ms/Updates/SupplyChainManagement Release calendar
Know important release milestones: https://aka.ms/Updates/Calendar/SupplyChainManagement Licensing
Improve your understanding of how to license Dynamics 365: https://aka.ms/Licensing/SupplyChainManagement Product documentation
Find documentation for Dynamics 365: https://aka.ms/Documentation/SupplyChainManagement User community
Engage with Dynamics 365 experts and peers in the community: https://aka.ms/Community/SupplyChainManagement Upcoming events
Find and register for in person and online events: https://aka.ms/Events/SupplyChainManagement Product trials
Get started with Dynamics 365: https://aka.ms/Trials/SupplyChainManagement Thank you for watching our video! Stay up-to-date with the latest news and updates from the Dynamics 365 Team by visiting: https://dynamics.microsoft.com/en-us/ The opportunities don’t stop there! We urge our community to continue learning through the following resources: Content Library: https://explore.dynamics.com/h/ Dynamics 365 Blog: https://cloudblogs.microsoft.com/dynamics365/ Free trial: https://trials.dynamics.com/Dynamics365/Signup Subscribe to Dynamics 365 YouTube: http://www.youtube.com/c/MicrosoftDynamics365 Dynamics 365 on Facebook: https://www.facebook.com/msftdynamics365/ Dynamics 365 on LinkedIn: https://www.linkedin.com/showcase/microsoft-dynamics/ Dynamics 365 on Twitter: https://twitter.com/MSFTDynamics365?lang=en #Microsoft #MSFTDyn365 https://www.youtube.com/watch?v=GmMHzFETTQc



In this video we deep dive into Creating Customer Journeys. We will review how to build a Basic Customer Journey using the Drag & Drop Designer view. In the short video you will learn: – What is a Customer Journey – How to create a Customer Journey – How to go live and execute a Customer Journey We hope you enjoy! We'd love to hear from you! Ask any questions in the comments or find us on LinkedIn, Facebook, and Twitter. https://www.linkedin.com/company/crm-…
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https://creativecommons.org/licenses/… https://www.youtube.com/watch?v=174xUumbK9c