Dynamics 365 2021 Release Wave 2
Dynamics 365 2021 Release Wave 2 is here, and it brings new innovations that provide you with significant capabilities to transform your business. The release contains hundreds of new features across Dynamics 365 applications including Marketing, Sales, Service, Finance, Operations, Human Resources, Commerce, Fraud Protection, Customer Insights, Customer Voice and Business Central.
At the core of every efficient business is a system that allows them to manage their workload the same way, every time. But what happens when that workload grows into something more? What happens when the system currently in place becomes obsolete, and the workload becomes too great? While an increased workload is a good problem for a growing business, it can present significant challenges.
What if I told you that you could dive deeper into your Connectwise Manage data? I recently built a Microsoft Power BI connector that allows me to extract critical information from Connectwise Manage. I layered in a series of Power BI reports that present interactive visuals, which allow me to answer questions like:
What teams \ territories \ members are generating the most billable revenue?
Who has the right skillset to service a customer, and are they available?
Which agreements are the most profitable?
What are the average hours \ tickets a customer is consuming?
Are my members complying with my payroll guidelines?
What is the BTG Manage Connector?
The BTG Manage Connector is a service that connects Power BI to your ConnectWise Manage app.
After the last 15 months of uncertainty and working to “hang on” most small and medium sized business owners that I speak to have now shifted their focus to recovery. For many, this means rethinking how their business will run in the future. The new “normal” has yet to be seen.
Sales Enterprise or Sales Professional?
Microsoft Dynamics 365 is a flexible and extensible platform used by companies large and small all across the globe. Organizations use the platform to drive productivity and manage customers, vendors, and assets.
Microsoft Azure is bigger than ever!
Microsoft reports that their revenue for March 31, 2021 was $41.7 billion, which is a 19% increase from just 1 year ago. Amy Hood, executive vice president and chief financial officer of Microsoft states “The Microsoft Cloud, with its end-to-end solutions, continues to provide compelling value to our customers generating $17.7 billion in commercial cloud revenue, up 33% year over year.
Data Sync Cloud is transforming, big time. It will still have the same great features that our clients love today, but will soon bring you better performance and more flexibility. If you're not already familiar with Data Sync Cloud, it's a real-time CRM / ERP integration built on Microsoft Azure cloud technology & infrastructure.
Power Automate is quickly becoming the go-to platform that meets your automation needs. In the past year alone, the platform has had countless updates. These include dozens of new connections and actions used across the software stack. One of the most exciting updates to Power Automate is the ability to generate dynamics documents based on data in your Dataverse!
What is Power Automate?
Formally known as Microsoft Flow, Power Automate is Microsoft's code-less tool designed to automate your business's repetitive and manual tasks.
Lots of customers have opted to implement Microsoft Dynamics 365 On Premise rather than in the cloud over the years. We've helped several migrate to online as the choice became part of their technology roadmaps. In recent years, Microsoft has moved towards a "Cloud First" methodology.
Dynamics 365 2021 Release Wave 1 is here, and it brings new innovations that provide you with significant capabilities to transform your business. The release contains hundreds of new features across Dynamics 365 applications including Marketing, Sales, Service, Finance, Operations, Human Resources, Commerce, Fraud Protection, Customer Insights, Customer Voice and Business Central.