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Archives / 2017 / April
  • Sitemap Designer App Introduced in Dynamics 365

    Dynamics 365 introduced new feature of Sitemap Editor which is available in My apps.

    The user should have System Administrator or System Customizer security role or equivalent permissions.

    The user with the above privileges can also access the apps:

    · Create, Read, and Write privileges on the App entity

    · Create and Read privileges on the Customizations entity

    · Read and Write privileges on the Solution entity.

     

    To create sitemap for custom apps:

     Navigation is settings –> My Apps

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    Click on create app

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    After click on create app you will get a window app designer as shown below

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    And then specify the details and click on done.After this new app will be created

    On the app designer canvas, in the Site Map area, click the Open the Site Map Designer button clip_image007 .

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    The site map designer opens a canvas that is pre-populated with one area, one group, and one subarea. Click the area, group, or subarea tile to change its properties.

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    Add area to site map:

    Click on the clip_image016[3] button and then click on the area then new area will be created. (Or)

    On the Components tab, drag and drop the Area tile to the empty box on the canvas. You'll see the empty box when you move the tile to the correct place on the canvas.

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    On the Properties tab add or edit the properties:

    Under General:

    · Title. Enter the title for the area

    · Icon. A default application icon is selected. Select a different icon for the area from the list of web resources available in the solution.

    · ID. A unique ID is automatically generated, but you can enter a different one if you want. We recommend that you use the provided ID because if the ID you enter is not unique, users may get an error when they are using the app or you may get an error when you are importing a solution that contains this site map.

    · Show Groups. Select this check box to show groups of subareas in the navigation pane.

    Under Advanced:

    · More Titles. If your organization uses multiple languages, select a language (Locale) for the title, enter the title, and then click the Add button clip_image016 . You can create, edit, or delete titles for as many languages as your organization uses. However, you can have only one title per language.

    · More Description. If your organization uses multiple languages, select a language for the description, enter the description, and then click the Add button clip_image016[1] . You can create, edit, or delete descriptions for as many languages as your organization uses. However, you can have only one description per language.

    · URL. Enter the URL to render for the Dynamics 365 for Outlook folder that represents the area.

    Add Group to site map:

    Click on the clip_image016[3] button and then click on the Group then new Group will be created. (Or)

    On the Components tab, drag and drop the Group tile to the empty box on the canvas. You'll see the empty box when you move the tile to the correct place on the canvas.

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    On the Properties tab add or edit the properties:

    Under General:

    · Title. Enter the title for the group in the base language of the organization.

    · ID. A unique ID is automatically generated. Enter a different one if required. We recommend using the automatic ID because if the ID you enter is not unique, you may get an error when you are importing a solution containing this site map.

    Under Advanced:

    · More Titles. If your organization uses multiple languages, select a language (Locale) for the title, enter the title for the group, and then click the Add button clip_image016[2] . You can create, edit, or delete titles for as many languages as your organization uses. However, you can have only one title per language.

    · More Descriptions. If your organization uses multiple languages, select a language for the description, enter the description for the group, and then click the Add button clip_image016[3] . You can create, edit, or delete descriptions for as many languages as your organization uses. However, you can have only one description per language.

    · URL. Enter the URL to render for the Dynamics 365 for Outlook folder that represents the group.

    · Set as Profile. Select this check box to indicate whether this group represents a user-selectable Profile for the Workplace. The group set as a user-selectable profile is made available as options in your personal options. This only applies for groups within the Workplace area.

    Click on the clip_image016[3] button and then click on the Group then new Group will be created. (Or)

    On the Components tab, drag and drop the Group tile to the empty box on the canvas. You'll see the empty box when you move the tile to the correct place on the canvas.

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    On the Properties tab add or edit the properties:

    Under General:

    Type. Select whether the subarea you are adding is a dashboard, entity, web resource, or a URL.

    Entity. Select the entity that the subarea is for. This field is disabled if the subarea type is other than Entity in the Type drop-down list.

    URL. Specify a URL for the main page of the application to show when this subarea is clicked. This field is disabled if you've selected Entity in the Type drop-down list.

    Default Dashboard. Select the default dashboard to be displayed for this subarea. This field is disabled if you haven't selected Dashboard in the Type drop-down list.

    Title. Enter the title for the subarea in the base language of the organization.

    Icon. A default application icon is selected. Select a different icon for the subarea from the list of web resources available in the solution.

    ID. A unique ID is automatically generated. Enter a different unique ID if required.

    Parameter Passing. Select this check box to pass information about the organization and language context to the URL. This check box is enabled only when the subarea type is a web resource or a URL-based subarea.

    Under Advanced:

    Privileges. This defines whether a subarea is displayed based on privileges available in any security roles that are assigned to the user. Select the name of the entity to check privileges for. Then select the check boxes to assign privileges.

    More Titles. If your organization uses multiple languages, select a language for the title, enter the title for the subarea, and then click Add. You can create, edit, or delete titles for as many languages as your organization uses. However, you can have only one title per language.

    More Descriptions. If your organization uses multiple languages, select a language for the description, enter the description for the subarea, and then click Add. You can create, edit, or delete descriptions for as many languages as your organization uses. However, you can have only one description per language.

    SKUs. Select the versions of Dynamics 365 that display this subarea.

    Client. Select the type of client that displays this subarea.

    Outlook Shortcut. Select the icon to display in Dynamics 365 for Outlook.

    Offline Availability. Select this check box to make this subarea available to users when they are offline in Dynamics 365 for Outlook.

    Then click on save button and publish.

    Back to App Designer and

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    Click on management app then u see the management module as show below.

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    Click on the app designer

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    We can restrict the Forms, View and charts based on the user requirement

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    Click on the form then the component of that form is show beside as shown in the above image.

    Then select the form that you need.

    Similarly you can select the views and charts also.

    After selecting click on save button and then validate the site map then it validate the app then show errors as shown below.

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    Clone a component in a site map

    To make a copy of an existing component, click the component, and then on the Action toolbar, click Clone. All details of the cloned component are same as the base component except the ID and Title. The ID is generated randomly.

    When you clone an area, the cloned area is added to the right of the currently selected area. When you clone a group, the cloned group is added to the right of the currently selected group. When you clone a subarea, the cloned subarea is added below the currently selected subarea.

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    To delete a site map component, click the component tile, and then on the Action bar, click Delete. When you delete an area, all groups and subareas in the area are also deleted. Similarly, when you delete a group, the group and subareas in it are deleted.

     

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    Managed roles:

    To assign the security roles to the app then we need to go to the setting module and select the MyApps. As shown below

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    Select the role which you want to provide to that app. If the user has security role on management app can be visible.

    To edit the existing Site Map:

    For example in the sales module, need to add group and sub group then

    Go to Setting and click on My Apps click on open in App Designer

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    On the app designer canvas, in the Site Map area, click the Open the Site Map Designer button clip_image007[1] .

    Create group, subgroup then click on Save and Publish.

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    Finally the Group and Sub Group is added in sales module as shown below

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  • How Sales Organizations use Technology to Drive Service Industry and Financial Revenue in one Platform

    Technology is constantly evolving, and businesses are becoming more and more dependent on technology to run their businesses efficiently. Indeed one of the area which has a greater impact of technology is sales. Now a days sales organizations are exploring their way towards productivity and profitability by leveraging social platforms (Twitter, LinkedIn, Facebook...), cloud based technologies (Salesforce, Microsoft Azure..), mobile platforms and sales force automation tools.

    Considering the above developments in sales and service industry, MTC has unveiled TotalServ Pro (TSP), an all-in-one service business solution that helps companies to easily access customer data via cloud, mobile devices and unified user interface thereby allowing them to create personalized customer experiences for nurturing long-term customer relationships and driving sales growth.

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    How TSP Manages to drive Service Industry?

    Most of the service industries today spend 70% of their time in scheduling resources and estimating the project budget. They are heavily dependent on different systems for maintaining the sales force automation and project management which in turn causes lots of errors (all of which reduce productivity and profitability). MTC’s answer to this peculiar scenario is TotalServ Pro.

    TotalServ Pro (TSP) enables sales organizations to deliver service projects more productively and profitably. It allows the customers and employees to engage through their medium of choice with the end-to-end project management process. TSP provides single system for a project based work.

    TSP brings effectiveness of Forecast at the Opportunity and Quote level for tracking the time, managing resources and estimating the budget for the project during sales process itself by giving the analysis between the customer and actual budget, which will in turn have less chances of rejection of projects at the quote level. TSP exhibits a consistent process planning, managing and measuring the performance of each project. By consolidating sales flow and project management, services can be delivered more predictably, and repetitive manual processes streamlined or automated.

    How TSP manages to drive Financials?

    Most service organizations use different systems for tracking financials (purchasing, revenue, and inventory) which is difficult to implement and maintain. TSP overcomes such complexity by maintaining all in one ERP solution.

    TotalServ Pro allows you flexibility to manage orders and invoices in a process that fits your business needs. On a single screen, you can create an invoice, calculate sales tax, print or email it, and then post it, so that your customers can pay you with equal ease. Apply checks, cash, or credit cards for payments in a simple one step process. Recurring invoices automatically sends invoices to customers.

    TSP is integrated with Accounting that has the supply chain management and Inventory. With purchasing you can enter a PO voucher, post the voucher and print a check. And your Inventory is controlled and financially monitored with TSP so that all inventory items are tracked in detail in the TotalServ Pro’s Inventory Master with pricing and location defined.

  • Quick Ways to Improve Project /Resource Management to Financials in Dynamics CRM

    In today’s fast-paced technologically advanced world, initiating any comprehensive project of sufficient complexity and scope, managing the resources and their utilization, project planning and control over the tasks is a key for your company performance. Organizing and planning your resources and looking forward will help you manage your business pro-actively and act on time when necessary.

    TotalServ Pro manages all aspects of projects data, crucial management from sales through project Staffing, project delivery and invoicing. With the real time data even in the most complication phase of your project you can balance resources more efficiently and can enhance the productivity in all aspects.

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    TSP focuses on these areas for improving Project /Resource management to Financials

    Project Planning & Management: Project planning is the essential part that requires planning and management in order to achieve  a desired outcome. It enables sales and project managers to associate on the work proposed and visualize on the cost and duration.  Create and plan projects more efficiently with pre-defined templates, which allow users to quickly view the current project status, including project duration and milestones as the project evolves.

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

    • Project Gantt: Through project Gantt, managers will get a complete view on the resource utilization and percentage completion of projects.
    • Top View Scheduler: Scheduling gives managers the required visibility to exception management of jobs/projects and resources across the entire company.
    • Task Board: It helps managers to track the transition of a job/project from initiation to completion. Idisplays current status of the task of a project.
    • Percentage Completion: It gives the percentage completion status of the project so that managers and clients can be notified about the progress of the project.
    • Time entries: Time Entries will allow resources to post their work time for each job task assigned, based on which consolidated cost can be generated.
    • Budget Notification: During the project execution phase management can be notified on the current budget so far generated on the project.
    • Financials Reports/Dashboards: In TSP a sophiscated EOS scorecard automatically calculate financials, operational and activity based metrics

    Resource Management: It is an essential tool for project managers that provides visibility in to the resources, based on the availability, cost and skill setwhich is utilized in to the project work. And balances resource workloads across multiple projects, by effective employee time and task allocation.

    Enables managers  to allocate resources: Once the project plan is completed, resources should be assigned to the projects before it starts. Workforce should be permitted to play an important role in scheduling resources by proving full transparency and deep insights based on the project needs.

    • Human Resources is integrated with TotalServ Pro to track all the required information related to a resource that helps you to organize in a project planning.
    • Resources can be defined as Internal and External to complete a task in a project.
    • In TSP external resources doesn’t require any access to CRM to post their Timesheets, Expenses and views their daily tasks. They can access all these by logging in to Resources Portals in the website by cutting down the cost on the user licensing. Eventually based on the price appended to each individual resource billing will be generated.

    Team Collaboration: Project Gantt, percentage completion status and resource utilization in TSP helps project managers to achieve team collaboration.

    Eventually Managers  will have a complete Financial overview based on the out- of -box Reports and Dashboards. It provides ability to track all the projects financial metrics for complete perception of project profitability.

  • The following are the Top 7 Reasons Why you should consider TotalServ Pro.

     

    1)  STATE-OF-THE-ART TOOLS FOR DELIVERING MORE SERVICES, BETTER

    Now delivering your service offerings, tasks, jobs or projects, flows easily with TotalServ Pro automation. State-of-the-art tools like Gantt + Scheduler, Forecasting, Task Board, Company View Scheduling and Calendaring, Customer and External Resource Web Portal         access, automated Customer satisfaction surveying, and Real-time Performance Dashboards and Analytics, and more… will assure on-time delivery, and optimal resource utilization eliminating resource conflicts or potential customer dissatisfaction.  

    2)  LAUNCH TOTALSERV PRO EASILY AND START YOUR FUTURE INSTANTLY  

    TotalServ Pro is easily launched and set to your business particulars from the Microsoft AppSource. Select TotalServ Pro and start a live trial instantly. Work with the TotalServ Po set-up and performance assurance team to get you up and running right away. Apply your current practices and processes or consult the TSP Team on ways to do more, better.  The Team will assist you in migrating and building all of your data with you quickly for a very easy transition to your future.

    3)  REAL-TIME FINANCIAL MANAGEMENT DRIVES PROFITABILITY AND GROWTH  

    TotalServ Pro’s live flexible Accounting and Financial Management allows real-time profitability analysis of your business processes and customer commitments. And review primary financials statements, P&L statement, balance sheet, cash flow statement, financial ratios reports keeping your business growing. TSP’s real-time financial dashboard and analytics innovatively highlight key metrics to drive your businesses profitably.  

    4) CUSTOMER & EXTERNAL RESOURCE WEB PORTALS FOR UBER-ESQUE ECONOMY

    TotalServ Pro allows you to serve your customers the ways they want to access you today – online from any device. Totalserv Pro Customers portal have the full transparency on the project status and flexibility of approving their own Time Sheets and Expenses, completing proposals and then pay, and watch the real time delivery of those services.

    TSP’s External Resource Portal as another area of your website allows your business your business the bondless expansion of the Uber-esque economic model of using external resources anywhere in the world to perform and deliver your services, or new complementary services, allowing you to grow rapidly in offering and geography.   

    5)  ACCESS ON MOBILE AND ALL POPULAR DEVICES

    TSP’s mobile clients for smartphones allow your people to access all your business functions including from customer management to service delivery activities and performance monitoring on the go. Your TSP Customer Access Portal and External Resource Portal are built to Responsive and Adaptive web design to perform well on all size devices including smartphones and tablets.

    6)  ONE COMPLETE END-TO-END SERVICES  SOLUTION - EASY, REAL-TIME, AND INTELLIGEN

    No longer do you have to chase after different business solutions for carrying out your business activities as TSP is built to serve all services business functions completely end-to-end for every aspect with better management and availability of your business information, resources, and customer needs.    

    7)  LOW-COST SOLUTION DRIVING YOUR BUSINESS GROWTH FORWARD

    TotalServ Pro was built to balance the power of a singular end-to-end solution, on the world’s leading proven technologies and devices and yet assure total business automation costs at affordable price points for any size services business. TSP truly delivers the best value in a highly assured services business solution

  • What is TotalServ Pro and How it is Beneficial for Service Industry?

    TotalServ Pro (TSP) is a complete end-to-end service business solution that leverages the Microsoft advanced technologies including Microsoft Dynamics365 CRM, Microsoft Cortana and Azure Machine Learning with strong capabilities of Financials and Accounting, Time and Billing and a limited portion of Human Resources. It comes with Customer and External portals for utmost project transparency.

     

     

     

     

     

     

     

     

     

     

     

    TSP Benefits for Service Industry

     

    • In today’s fast-paced technologically advanced world, delivering world-class professional services will not only earn life time customers for your business, but also helps in expanding your business outreach. To help you realize this, TotalServ Pro offers state-of-the-art job/project and resource visual management tools that are easy-to-configure and operate across all devices and platforms.

    • TSP Streamline your business workflows and optimize your resource utilization by effectively planning, scheduling, calendaring, and performing job tasks with the help of TotalServ Pro’s job/project and resource management tools.

    • In today’s world many service industries maintain different systems for timekeeping, resource scheduling and tracking the financials which are expensive to purchase, implement and maintain. To overcome this TSP has incorporated an advanced automation tool for maintaining all solutions in one system.

    • For professional service industries, TSP has the potential of handling single system for recording project planning, delivering, tracking time, billing and managing the resources for the activities based on their experience and availability.

    • Many service industries still rely on spreadsheets and manual processes to manage essentials areas of their business. But TSP has overcome this by developing sophiscated tools like Scheduler, Gantt + Scheduler providing flexibility for  managers to avoid he conflicts in project management.

    • TSP is focused at the very specific needs of modern and future services types of businesses with affordability and ease-of-use. And the every-staff-member-empowered end-to-end completeness required for maximum productivity, and with ever-advancing advanced technology of the world’s best technologies to assure the investment.

    • TSP is built on and is very similar to Microsoft’s Dynamics 365 Enterprise with Sales and Project Services and Dynamics 365 Business (NAV) Financials and in fact takes advantage of everything that these solutions offer the benefits in today’s “One Microsoft”

    • TSP though based on the advanced technologies of Dynamics 365, is by design, well-focused on SMB services businesses that need some job intricacy and intelligent scheduling management but not complex project management.