Category: CRM



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-…
https://www.facebook.com/CRM-Dynamics… https://twitter.com/CRMDynamicsCA For product and service inquires please visit our website for more information. https://www.crmdynamics.com/ —————————————————————————————————————————
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Creative Commons Attribution 3.0 Unported License
https://creativecommons.org/licenses/… https://www.youtube.com/watch?v=174xUumbK9c



This episode is sponsored by ExpandIT. Field service solutions maintain a unique position in the world of business software. It serves a distinct purpose and is used by very specific roles, and yet it also needs to work alongside other critical systems like a Dynamics ERP solution. John Macdonald, group CSO and regional president for North America at ExpandIT joins us to talk about the types of businesses adopting field service today and how his firm's solution has matured alongside common ERPs like Dynamics 365 Business Central. We discuss the types of deployments and business outcomes his clients are seeking today, including some of his observations from recent customer conversations. For example, he estimates that eight percent of the prospects his sales team talks with are not moving from another field service solution but rather using manual, unstructured processes today. As you will hear, John brings a unique perspective as a solution provider. Before joining ExpandIT, he held roles at Navision and Microsoft, so he is understands the challenges of the ERP-focused partner and how field service touch points should be optimized. Show Notes: 1:20 – John's history with Navision and Microsoft before joining ExpandIT 3:35 – What types of organizations benefit from field service software? 6:00 – The story of a growing business that was falling behind on service 9:00 – What are organizations' starting points today? 12:30 – Have ERP project experiences prepared customers for getting the most out of a field service deployment? 16:00 – How ExpandIt engages with customers and partners 20:00 – Navigating the need for a single source of truth between field service and other systems like ERP 23:45 – How a field service deployment typically rolls out (hint: speed matters) 28:00 – The types of business outcomes services firms are seeking About ExpandIT : ExpandIT Field Service software puts information at your service technicians’ fingertips – digitally. Easily track key information, access up to date data, view a real-time overview of job related information, complete checklists and provide photographic proof of work completed. https://www.youtube.com/watch?v=Sm0LnYnEezc