Archives

Archives / 2018 / January
  • How to Edit Bulk Records in D365 Portal?

    Usually, editing of bulk records in D365 Portal is not supported. But, MTC has come up with a solution for helping its clients to overcome this problem. For this, a Bulk Edit button is placed on top of the records view. If you want to edit two or more records, you have to select the target records from the records view and click on Bulk Edit button. A window pops-up and allows you to select and edit the field on the records.

    For instance, let’s go the records view in a sample D365 portal and select few records and click on Bulk Edit button.

    A window pops-up from which you can select the field to be edited. For example, let’s take “Assigned To” field and edit it.

    From the look up window, select a name other than that was assigned initially.

    Here, let’s assign it to “Uzziel” so that all the records will be assigned to that name.

    Likewise, you can edit other fields as desired using the Bulk Edit button.

    For requesting this service or a similar service, you can get in touch with us at salesteam@mtccrm.com

     

  • How to Integrate SharePoint with Dynamics 365 Portal?

    It is learnt that there is no OOB feature to integrate SharePoint with Dynamics 365 Portal, but many global companies are in need for such an integration to carry out their business activities. So, how we go about doing this?

    MTC has come up with a solution to overcome this challenge by introducing Azure Function as an intermediary layer between D365 Portal and SharePoint. By introducing the intermediary layer, Azure Function can communicate with both SharePoint and D365 Portal.

    Even before adding the Azure Function, we need to configure integration for both CRM and SharePoint as detailed below.

    1. Go to D365 àSettings àDocument Management Settings

           2. Open Document Management Settings. Select Entity and enter SharePoint URL.

    Once the configuration is done, go to D365 Portal and try to add the document as follows.

    1. Click on “+” button on the ribbon under Documents.

         2. Choose document files from your desktop.

                 3. For example, Case Packer.

    Once the document gets added to the Portal, Azure Function will be triggered and the document is reflected in SharePoint.

    Since, we already configured CRM and SharePoint Integration, the document can be viewed in CRM as well. 

    For requesting this service or a similar service, you can get in touch with us at salesteam@mtccrm.com 

  • Easy Recurring Billing for Your Customers Using MTC’s Credit Card Processing

    Now ensure smooth and secure billing of your customers for repeated jobs using the new recurring billing feature of MTC’s Credit Card Processing D365/CRM add-on. The recurring billing feature is likely to reduce the manual efforts drastically and ensure automatic billing of your customers on scheduled dates.

    As is already known that MTC’s Credit Card Processing helps businesses to add and manage credit cards as well as carry out transactions of their customers securely in an encrypted manner, the new recurring billing feature will avoid the need to carry out the billing transactions of your customers periodically by configuring simple settings as discussed below.  

    Configuration Steps for Recurring Billing Feature

    • Navigate to Dynamics 365 àSales à either Accounts or Contacts
    • Let’s see how Recurring Billing works on Contacts. Select a sample contact for example, Ramesh.
    • From the Commands Option (…) click on Recurring Billing.

    • A Recurring Billing window appears with several fields as shown below

    Fields Description

    Subscription Name: It is the name of the subscription.

    Subscription Type: It refers to measurement unit of the duration namely, Days and Months.

    Subscription Interval: It refers to period value for which this subscription billing has to be triggered (Ex: 3, 4). 

    Subscription Start Date: It refers to the starting date of the subscription on which the recurring billing will be applied based on the subscription interval selected.

    Payment Amount: It refers to the Amount to be paid in the recurring bill cycle.

    Total Occurrences: It refers to the no. of times a recurring billing is scheduled to happen.

    Trial Period: In here, you can provide Trial Amount and Trial Occurrences.

    Customer Information: In this field, you are required to provide the customer information including Customer Name, Email, Address, Credit Card, etc., for the recurring billing to be activated.

    On submission of the above details, the recurring billing gets activated for a customer allowing businesses to get automatic payments for scheduled intervals. 

    For requesting this service or a similar service, you can get in touch with us at salesteam@mtccrm.com 

  • Project Planning in Project Services Automation

    Project Planning is one of the one most powerful features associated with Project Service Automation (PSA) capabilities for Microsoft Dynamics 365.

    Project Planning is essential for achieving the strategic business goals of any organization and so a lot of thought process goes into it. Majorly, Project Planning enables Sales and Project Managers to associate on the work proposed and visualize on the cost and duration. Project Managers can create and plan projects more efficiently with pre-defined templates.  As a result, they can quickly view the current project status including project duration and milestones as the project evolves.

    PSA has all the project planning and project management aspects covered through its unique, transparent and modern features as explained below.

    • Work Breakdown Structure: Work breakdown structure represents the sequence of tasks in a project. The work breakdown structure includes tasks, requirements for each task, revenue and cost information.
    • Project Estimates: Here project managers can view the estimates in terms of Effort, Cost, and Sales with a flexibility of viewing it in the horizons.
    • Project Tracking: The effort tracking view shows the progress of tasks in the work breakdown structure. It compares the actual effort hours spent against a task till date to the planned effort hours on a task.The cost tracking view shows the cost consumption of each task. It compares the actual cost spent against a task till date to the planned cost on a task.
    • Project Team members: Here a project manager creates a team based on the activities in project plan with required roles and skillset of resources.
    • Time Entries: Time Entries will allow resources to post their work time for each job task assigned based on which actual hours will be generated

    Eventually, Project Planning enables sales and project managers to collaborate on the work proposed with the visualization of the cost, duration and Effort.

  • Inventory Management in D365 Field Services

    Inventory management in D365 Field Services manage inventory updates and stock history across locations including warehouses, depots and trucks. It provides real-time updates to ensure accurate inventory including the ability to reorder directly from Dynamics 365.

    With Inventory Management, it’s possible for all timely repairs by technicians with the right parts and with fast, easy replacement build customer allegiance and referrals. Technicians can make online requests and receive email notifications on what was approved, denied or on back order. With an inventory tracking function technicians can quickly see an overview of the existing items and their current inventory levels, this ensures what should be reordered from the suppliers.

     

    Capabilities of Inventory Management:

    • The inventory management system provides the ability to maintain accurate measure of inventory/spare parts across regions before placing inventory orders.
    • Monitor and reorder stock based on prior projected usage.
    • Automatically tracking inventory levels with each delivery or following a service call or appointment can also help to improve operational efficiency.
    • Identify defective, outdated or unnecessary parts to improve quality and reduce costs.
    • The system provides a method to technicians to request parts which gives the ability to manage part requests with a link to work order and provides supplier part order information.
    • Preserving enough inventory to handle future demand without placing unnecessary strain on storage spaces and Multi-Warehouse/Office Capability.
    • The inventory management allows managing part details like extensive serial number, warranty schedules, attaining cost and setting maximum and minimum inventory levels.
    • Inventory management has the ability to reorder on an emergency basis while technicians are on field.