Archive for the ‘Microsoft Dynamics CRM’ Category

Microsoft Dynamics CRM (on-premises) and Multi-tenancy

Wednesday, March 22nd, 2017

Dynamics CRM offers a rich set of capabilities that allow companies to implement robust solutions to cover complicated business requirements. Dynamics 365/CRM streamline processes and increase profitability specially in your sales and marketing divisions. It’s an enterprise business solution that helps organizations to take care of their customers management life cycle.

Multi-tenancy in Dynamics CRM :

Multi-tenancy refers to a pattern in software architecture where a single instance of the software runs on a server(s), serving multiple client-organizations/tenants.

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Value added tax (VAT) on Dynamics CRM invoices

Friday, March 10th, 2017

Dynamics CRM Invoicing  – A better way to handle VAT (value added tax)

Dynamics CRM is a Customer Relationship Management System., and handling billing related operations with CRM is really a complex and tricky job because its not an accounting/billing system !  though CRM system does offer a basic invoicing flow but sometimes complex system customization is required in CRM to cover the complete billing life cycle.

We have a requirement in one of our Dynamics CRM / “Dynamics 365 for Sales” setup to add a handling in invoice entity form that will calculate VAT amount based on provided percentage value by billing / sales department.

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Microsoft Dynamics 365 Server

Thursday, February 2nd, 2017

Dynamics 365 (On-Premises)

Dynamics 365 is a Combination of CRM and ERP, It is a cloud-based enterprise system with maximum flexibility and offers sound customization basis. Dynamics 365 bundles CRM & ERP (Finance/Operations) capabilities that combines Microsoft’s best technologies all into single enterprise system.

http://www.machsol.com/images/dynamics-365-crm-erp.png

Difference between Dynamics CRM 2016 and Dynamics 365

As part of December 2016 update for Dynamics 365 (online and on-premises), the product name changes from Microsoft Dynamics CRM 2016 to Microsoft Dynamics 365. Dynamics 365 will provide a new application platform and common data model which will pair across other cloud apps like Microsoft Power-Apps, Power BI and Microsoft Flow along with Office 365.

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MachPanel – Gateway to Cloud Automation

Monday, March 2nd, 2015

Get aligned with industry’s leading cloud automation solution. MachPanel’s latest build uncovers plenty of new features, functionality enhancements and 3rd party integrations. Below listed are some of the major highlights:

Now, Introducing Microsoft Dynamic CRM 2015 and Hyper-V Generation 2 VM support!

What’s New?

Why MachPanel?

Dynamic CRM 2015 Integration Cost Effective Cloud Automation Solution
Hyper-V 2012 R2 Generation 2 VM Support 360° View of Business Operations
Enabling WHMCS for Resellers 24×7 Worry Free Experience
Smartermail 13 Integration Free Upgrades and Maintenance
ADSync Usage Reports per Organization Fully White Labeled Unified Control Panel
Easy and Enhanced AD User Management Personal Account Manager and Product Training
Enhanced Customer Management No Hidden Cost or No Long-Term Agreement
Enhanced Lync Call Billing and Reporting Competitive Edge on Latest Technology Support
Usability Enhancements etc. Turn-key Assistance by Microsoft Technology Experts

MachPanel support for Dynamics CRM 2015 and Hyper-V 2012 R2 Generation 2 VM’s adds up more strength to your product offering and gives you an edge to be the first one in the industry to offer latest Microsoft products. Aside, MachPanel also has enabled WHMCS for resellers and enhanced customer manage allows your to move them between providers, resellers and convert them into resellers. Further improvements are made in AD user management via AD interface, ADSync usage reports based on each organization alongside usage reports on Lync calls and billing.

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Top 5 New Features of Dynamics CRM 2015

Sunday, January 25th, 2015

Microsoft just recently announced release of Dynamics CRM 2015 with a plenty of new features and enhancements compared with earlier versions of Microsoft CRM. In the following, we have summed up top 5 features from a huge list of the CRM 2015 feature list.

1.    E-Mail Editor:

The new email editor in CRM 2015 is really a blessing for marketing individuals because it lets you create emails with drag and drop controls alongside having advanced editor for HTML/CSS manipulation.

2.    Enhanced Business Processes:

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