Copilot in Dynamics 365 Business Central available in 20 languages – How to Use It?

Posted on 12 March 202512 March 2025 by itvision

Microsoft Copilot – AI Assistant in ERP Systems

Microsoft Copilot is an AI assistant from Microsoft, available to everyone as a chatbot. Today, however, we will focus on its business version. Copilot is an integral part of the Dynamics 365 Business Central ERP system, helping users manage and optimize daily operations in a company.

In its current version, Copilot has become a companion for users in their everyday tasks within the system. It is available whenever and wherever needed, and now, it also supports 20 languages. When it comes to using Copilot in Polish within Dynamics 365, we will explore two key aspects:

How can it help us?
How do we use it?

How Can Copilot Assist You in an ERP System?

Fast and Precise Analyses

An ERP system is a vast database filled with valuable information about your customers, sales performance, inventory levels, and the status of ongoing operations. However, working with large data sets means that identifying key correlations and drawing conclusions can be time-consuming and often requires manual searching and data comparison.

This is where Copilot steps in. Simply enter a command such as “Show unpaid invoices”, and the system will instantly generate the relevant list for you.

Assistance with System Navigation

Another feature of advanced ERP systems like Dynamics 365 is their complexity—detailed data is collected from all areas of your business. While Dynamics 365 is an intuitive tool, finding specific functions at the beginning of your journey with the system can be challenging. This is where Copilot comes in.

If you’re looking for a particular function, there’s no need to search through online tutorials—simply ask the assistant, for example, “Where can I find the customer list?” Copilot will not only point you to the right place but also take you there directly. This is one of the key advantages of Dynamics 365 Business Central over other ERP systems that do not offer such intelligent navigation.

Automating Repetitive Tasks

One of the biggest benefits of AI tools in business is significant time savings. Copilot takes over routine tasks for you, such as:

Faster product launches – You can upload a product image, and the system will automatically assign it to the appropriate category and attributes—eliminating the need for manual data entry.
Generating product descriptions – Copilot creates descriptions based on attributes such as color, material, and size. You can adjust these descriptions according to your company’s standards.
Reducing accounting workload – Copilot automatically matches transactions using bank statement data, suggesting appropriate accounting accounts.

Copilot can also become a reliable sales assistant, helping you create offers, manage orders, analyze sales data, and maintain customer relationships.

How to Use Copilot?

Effectively using AI is becoming an essential skill. Tutorials and even entire webinars dedicated to learning how to interact with AI tools are gaining popularity. However, it’s important to remember that artificial intelligence is designed to understand natural human language. When interacting with Copilot, you don’t need to worry about using the exact function name or an unnatural sentence structure.

That said, there are some best practices for using Copilot effectively. Microsoft recommends:

If you want to ask a question about a specific list, such as the customer list, navigate to that section first before asking your question.
You don’t need to know every detail—start with a general question like “Show products with the highest sales.”
If you’re unsure how to phrase your question, use the “Prompt Guide” feature to see available options based on your current context.
Keep your requests simple and clear.

Copilot currently supports 20 languages, allowing you to choose the one that’s most convenient for you:

English
Czech
Danish
Dutch
Finnish
French
German
Greek
Italian
Chinese (simplified)
Portuguese (Brazil)
Japanese
Korean
Norwegian
Polish
Russian
Spanish
Swedish
Thai
Turkish

How Can You Use Copilot in Your Company?

Microsoft Copilot supports Dynamics 365 Business Central users, whether they use the system’s standard features or one of the many extensions provided by Microsoft partners.

If you’re interested in implementing Copilot in your company, feel free to contact us!

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Thinking About ERP in 2025? Here’s Why Business Central Stands Out

Posted on 29 January 202529 January 2025 by itvision

The year 2025 is shaping up to be a turning point for small and medium-sized businesses. Competition is growing, markets are becoming more demanding, and the pace of digital transformation is accelerating like never before. On top of that, new regulations such as e-Invoicing and ESG reporting are redefining business operations and financial compliance. At the same time, rapid technological advancements are opening up entirely new opportunities. Process automation, powered by AI-driven solutions, helps businesses complete tasks faster, reduce errors, and manage resources more effectively.

To stay competitive, companies must go beyond regulatory compliance and focus on optimizing operations with modern systems and software.

In this context, Microsoft Dynamics 365 Business Central stands out as an ERP solution specifically designed to meet the needs of small and medium-sized businesses. It enables companies to swiftly adapt to legal changes such as e-Invoicing and ESG requirements while staying agile in a fast-evolving market. What sets it apart from other solutions? A rich set of features, seamless integration with internal and external applications, and a stable cloud-based infrastructure.

Here’s why migrating to Dynamics 365 Business Central in 2025 is a strategic move for your business.

Why Business Central is the Right Choice for 2025

Compliance – Stay Aligned with Local Regulations

No need to worry about adapting to new legal requirements — Business Central ensures compliance automatically. With regular updates, the system meets the latest national and European standards, including e-Invoicing and ESG reporting. If your company operates internationally, Business Central also accounts for local regulations, all within your subscription. Say goodbye to costly, time-consuming system upgrades and infrastructure concerns—no servers, databases, or remote desktops to manage. With Business Central, you can focus on business growth, not IT maintenance.

Leverage AI for Smarter Decision-Making

SMBs need data-driven insights to make informed decisions, and Business Central’s built-in AI tools deliver exactly that— without requiring additional installations or extensions. AI capabilities help analyze customer behavior, forecast inventory demand, and generate sales predictions. In 2025, businesses can develop more effective strategies using real-time analytics and intelligent automation.

Scalability to Support Business Growth

As your business grows, operations become more complex—more transactions, larger teams, and intricate processes. That’s why it’s crucial to choose a system that scales with you from the start. Business Central is designed for flexibility, allowing SMBs to easily add new features, modules, and users while maintaining existing workflows.

AI-Powered Efficiency: Work Faster, Smarter, and on Your Terms

Microsoft’s AI solutions help you accelerate and automate daily operations. Copilot is an essential tool for sales and customer service, drafting emails and proposals based on past interactions. With AI Studio, you can design custom AI agents for specialized tasks—no coding required. Dynamics 365 equips you with AI tools to the extent that best suits your business needs.

Seamless Integration with Microsoft Ecosystem

Microsoft isn’t just an ERP provider—it’s the creator of business software used worldwide. That’s why Business Central integrates effortlessly with Outlook, Office, and Microsoft Azure, offering:

Easy connection with Office apps, email, and other Microsoft services
Access to data from any device—mobile, tablet, or browser
Seamless data exchange with e-commerce platforms, clients, suppliers, and other systems

Make Faster, More Informed Business Decisions

Accurate analysis of sales, product costs, and project performance is key to effective management. Traditional methods can be slow and prone to errors, but Business Central eliminates these challenges, providing quick, precise, and clear business insights. You’ll gain a full view of:

Your most profitable products
The best investment opportunities
Actions that create the most value for customers

With built-in AI tools like Copilot, you receive data in the format you need—from detailed reports to scenario-based forecasts. Business Central helps you analyze and plan based on real-time insights, maximizing profitability and resource efficiency.

Automate Processes and Boost Efficiency

Spend less time on repetitive tasks and more on strategy and innovation. Business Central automates:

Payments and financial settlements
Document processing
Order fulfillment
Reporting and data analysis

According to Forrester Consulting, Business Central helps businesses:

Improve team efficiency by up to 18%
Achieve a 172% ROI
See measurable returns within just 7 months of implementation

With faster and simpler implementation than many other ERP solutions, investing in Business Central delivers near-instant benefits.

Business Central – Features Tailored to Your Business

Business Central combines the advantages of a global ERP system—available in multiple languages and regions—with the flexibility of a localized solution. Its adaptability allows for seamless integration with external systems you already use, as well as the development of additional functionalities to meet your specific needs.

Still wondering if Business Central is the right ERP for your company? Get in touch with us—we’ll show you the features designed to support your unique business requirements.

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Supply Chain Management – what’s that?

Posted on 14 January 202514 January 2025 by itvision

An SCM (Supply Chain Management) system is a solution designed to support supply chain management by integrating processes for planning, execution, and monitoring the flow of raw materials, products, and information. SCM encompasses all stages—from sourcing raw materials and production to delivering finished goods to customers. This enables companies to reduce costs, improve operational efficiency, and enhance customer service.

In the fast-paced world of business, an SCM system is an essential tool for building a competitive edge and adapting to market demands. Its key components include:

Procurement:
Involves supply planning, inventory management, and purchasing essential materials. Modern SCM systems go beyond historical data, incorporating sales forecasts, seasonality, market trends, product lifecycle analysis, and predictive analytics. This helps companies anticipate changing market needs and align their operations with current and future requirements.
Production:
Covers the planning and execution of manufacturing processes, including task scheduling, resource allocation, and production progress monitoring. Advanced SCM systems optimize production line efficiency, minimize downtime, and adapt manufacturing to shifting market demands.
Distribution:
Focuses on logistics, warehousing, and transportation management to ensure timely delivery of products to customers. Advanced systems enable better inventory management, route optimization, and real-time shipment tracking, enhancing both efficiency and customer satisfaction.

An SCM system provides an integrated approach to managing the flow of materials, information, and finances across the entire supply chain. Additionally, ERP systems complement SCM by supporting various business operations. ERP for manufacturing streamlines production management, offering full control over resources and production planning. Meanwhile, ERP for e-commerce aids online businesses by integrating functions related to order management, warehousing, and logistics. The combination of SCM and ERP systems allows companies to optimize their operations and improve overall efficiency.

Different Types of SMC – Supply Chain Management

Various types of SCM (Supply Chain Management) systems are designed to meet the specific needs and requirements of businesses. These include:

Internal systems:
These systems may include software for inventory management, production planning, and internal logistics. Modern solutions in this category allow for precise real-time inventory monitoring, process optimization, and automation of material flows. Integration with other modules enables demand forecasting, loss minimization, and increased operational efficiency. Implementing such tools ensures better synchronization between company departments and supports faster, more informed operational decisions.
External systems:
These focus on integrating suppliers, manufacturers, wholesalers, and retailers, facilitating seamless management of the entire supply chain. This area often connects with logistics companies and third-party logistics providers (3PL). A key feature of these systems is the close collaboration among all supply chain partners. Information sharing, joint planning, and process automation across the supply network improve coordination, reduce risks, and maximize efficiency.

Each of these SCM systems offers unique functionalities, but their primary goal is to enhance operational efficiency and ensure business continuity. SCM and logistics are closely interconnected, as supply chain management encompasses essential logistical processes such as transportation, warehousing, and distribution.

Modern Technologies in SCM (Supply Chain Management) – Precision and Efficiency

Thanks to modern technologies such as artificial intelligence (AI), the Internet of Things (IoT), Dynamics 365, and Microsoft Power BI, SCM (Supply Chain Management) systems now offer even more precise monitoring and optimization of logistics processes. Dynamics 365 provides advanced features for warehouse management, delivery tracking, and real-time data analysis, enabling companies to enhance control and automation across their supply chain. Meanwhile, Microsoft Power BI allows for data visualization and monitoring of key performance indicators (KPIs), facilitating informed decision-making and swift responses to disruptions. Integrating these technologies with IoT enables real-time data collection from various stages of the supply chain, leading to cost savings, reduced expenses, and improved customer experiences.

The Future of SCM (Supply Chain Management) – Directions and Development Opportunities

Companies investing in modern SCM (Supply Chain Management) solutions not only gain a competitive edge but also increase customer satisfaction. The future of supply chain management lies in flexibility, automation, and process integration that support sustainability and operational efficiency. Modern supply chain management goes beyond process optimization and cost reduction—it’s about adapting to dynamic market changes and leveraging advanced technologies like IoT, AI, and analytics systems.

Want to learn more about optimizing your company’s processes? Get in touch with us using the contact form on our website. Our experts will gladly provide detailed information and help you find the best solutions for your business!

We encourage all those interested in this topic to reach out to us!

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We have successfully implemented RO e-Factura – the Romanian e-invoicing system

Posted on 4 October 20244 October 2024 by itvision

The topic of national e-invoicing systems is gaining significant attention among businesses across Europe. While many countries have been preparing for the introduction of mandatory e-invoicing for several years, not all systems are yet obligatory. This trend towards mandatory e-invoicing is part of a larger European movement. Currently, similar systems are in place in countries such as Italy, Spain, France, Romania, and Portugal.

Our international clients are already leveraging these solutions, and the integration of e-invoicing systems with ERP platforms has provided us with valuable experience that can be applied across different markets.

How does the integration process work? Let’s illustrate this using one of our international implementations as an example.

An example of integration – Romania

Every ERP implementation comes with its own set of challenges, driven by local regulations and specific client needs. For our client in the hospitality sector in Romania, the integration of Business Central with the RO e-Factura platform was part of a broader system maintenance and development initiative.

In addition to the standard actions typically involved in ERP implementations, the project also included:

Verification and adjustment of existing integrations with reservation systems to collect the necessary data for RO e-Factura.
Launch of new functionalities in collaboration with a local partner.
Integration of the ERP system with the RO e-Factura platform.
Performance and accuracy testing to ensure the solution operated effectively.

Integration with External Systems

One of the main challenges in implementing ERP systems in the hospitality industry is the effective integration with external platforms, such as reservation systems. These platforms provide essential data for invoicing, and the process requires precise adjustments in data flow to meet the requirements of both local and international e-invoicing systems. The integration with RO e-Factura had to account for large volumes of data, ensuring seamless and accurate information transfer.

Compliance

International ERP implementations always require adapting systems to local regulations. In the case of our integration with the RO e-Factura system, we had the opportunity to collaborate with a Romanian company that developed an ERP integration fully compliant with local legal requirements. Such compliance is crucial in every country, regardless of the specific regulatory landscape, as it forms the foundation for the correct operation of ERP systems.

ERP Integrations with Your National e-Invoicing System

Do you need an integration between your e-invoicing system and ERP? Or perhaps you want to streamline operations in your company with the help of such systems? Contact us through the form.

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Microsoft AppSource – create the perfect system yourself!

Posted on 6 July 20216 July 2021 by itvision

The world of IT solutions for companies is constantly changing. From the moment where ERP was used only to support production, through highly customized and locally installed systems. Up to comprehensively supporting ERP systems installed in the cloud. Currently, however, the approach in which the basic management system is installed is gaining more and more popularity. And all additional functions of the company’s support are performed before add-ons or applications. This is why Microsoft created AppSpurce. This is where the company’s partners place their add-ons and extensions to the system. AppSource provides both customers and the partner community with excellent visibility into the availability of relevant standard solutions. And it gives you the opportunity to benefit from implementations that are easy to assemble, like Ikea furniture.

Customized systems – are they still “in vogue”

As we mentioned before, over the years, many systems have been adapted to the individual needs of each enterprise. Of course, this approach has many advantages. Users of such solutions had a system at their disposal that understood their needs well and supported their unique way of working. However, disadvantages can often be noticed with the time of using such systems. Developing a solution takes a long time and is associated with high costs and risks. However, many problems arise when performing an update. Often this is only possible with costly redeployment or up-grade is just very expensive. Customizations are one of the main reasons so many companies still use old (legacy) versions of their systems.

A big disadvantage of customized systems, especially when customization is advanced, is the time to implement them. If the system was almost entirely custom-made, its implementation could take years. However, in today’s rapidly changing world, companies don’t have that much time! They want to get the value from the management system as soon as possible. Additionally, if the implementation takes too long, the initial assumptions and processes may change. And yet the management system should support a modern company with modern processes.

Microsoft AppSource – buy the customizations you need

These experiences with customized implementations led Microsoft to create AppSource (Business Apps – Microsoft AppSource). It is an online store where you can buy (and sell) add-ons and applications supporting the work of Dynamics 365 family systems. Microsoft resellers (VARs) and their customers can use access to this global offer to create successful projects.

Discover Dynamics 365

Currently, AppSource offers over 10,000 solutions for various types of Microsoft companies and products. On the other hand, Microsoft itself sets high standards in terms of both quality and availability. This is extremely important as these add-ons and extensions are used as part of its cloud offering. So that’s a big quality guarantee! AppSource is also good news for thousands of Dynamics 365 partners because they don’t have to develop all the solutions themselves!

Change your approach to the system and profit!

The use of these standard solutions obviously requires the acceptance, readiness and ability of the company to change business processes towards a standard solution. Using this approach will also affect your current system provider. He will have to move from developing all the solutions himself to becoming the type of broker that best selects and configures the applications that are right for your business.

AppSource supports you in your pursuit of implementations similar to those used in IKEA furniture: fast, good and cheap. Thanks to this, implementations and system updates will be faster. The quality of your solutions and support will be better. All this at a more affordable price.

So when will you start using AppSource?

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Microsoft continuously improves Dynamics Business Central

Posted on 14 June 202114 June 2021 by itvision

This is how Microsoft continuously improves its Dynamics 365 Business Central cloud ERP solution

Last April, Microsoft released the new version of her successful cloud ERP solution, Dynamics 365 Business Central. Microsoft publishes new versions of her popular ERP solution every 6 months and the amount of innovation increases with every new release. It’s not just improvements in the ERP domain itself. But also in the integration and cohesion with surrounding solutions, such as Microsoft Outlook and Microsoft Teams. To continuously improve its solutions, Microsoft actively uses the brains and creativity of its implementation partners and end-users worldwide.

Last April, Microsoft released the new version of her successful cloud ERP solution, Dynamics 365 Business Central. Microsoft publishes new versions of her popular ERP solution every 6 months and the amount of innovation increases with every new release. It’s not just improvements in the ERP domain itself. But also in the integration and cohesion with surrounding solutions, such as Microsoft Outlook and Microsoft Teams. To continuously improve its solutions, Microsoft actively uses the brains and creativity of its implementation partners and end-users worldwide.

Dynamics 365 Business Central – comprehensive business application solution

Dynamics 365 Business Central is a comprehensive business application solution that is designed and optimized for small and midsized organizations. In April 2021, Business Central exceeded 15.000 customers worldwide and the solution is currently growing at more than 1.000 customers per month.

Since Microsoft’s start in the cloud ERP arena, the company changed her version- and release policies. Traditionally, Microsoft was used to launch new major versions of her on premise ERP and CRM solutions every two years. During the past years, the company changed that rhythm to annual basis and eventually to the semi-annual schedule that is pretty much the standard in the cloud world. What is by no means standard is the extent of innovation that Microsoft publishes in her new versions.

Continuous flow of innovations

Based on Microsoft’s huge Research & Development budgets, the company can afford to have large numbers of developers work on the further improvement of her business solutions. This results in a continuous flow of innovations – often with a (much) greater volume and more business impact than her competitors. And these innovations are not limited to the ERP domain only. They can increasingly be found in the integration with ‘surrounding products’ like Outlook and Teams.

Especially the improved integration with Teams is important these days now that most organizations have their staff work from home office. Clearly, it’s a huge advantage that Microsoft is not just a vendor for business applications, but also has a leading position in office automation with Outlook and collaboration tools like Teams. Of course, other ERP vendors will be able to connect their solutions with Teams as well. However, the deep integration between Business Central and Teams is built up from the drawing board. And that brings much more value to the Microsoft Dynamics 365 customers.

More effective implementation of improvements

To continuously improve its Dynamics 365 solutions, Microsoft implemented a so-called feedback-loop. And promoted this new way of working in the market. This structure allows her thousands of implementation partners as well as her tens of thousands of end-users worldwide to propose product improvements. In the past, the development department was hidden in a kind of ivory tower. And it was hard to get new ideas accepted. Today, the Microsoft product managers check these feedback loops on a daily basis. And with every new product release, they report a fast growing number of ideas from partners and customers that were included as part of the solution. This is a great new way to further grow Business Central into the best ERP system for SMB companies in the world!

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RamBase new solutions!

Posted on 8 June 20218 June 2021 by itvision

We joined the conference for RamBase partners. During the meeting, the company presented the latest changes and new solutions added to the RamBase system. We could also get to know the implementation of the system in Aarbakke “behind the scenes” and see how RamBase can support manufacturing companies and industry 4.0. The company’s representatives also briefly summed up the company’s recent successes.

RamBase new solutions

The most interesting topic of the meeting was, of course, the news in the RamBase system. Some of the latest solutions are:

Simple logging into the system
Better desktop access to the application
Improvement of the “drag and drop” function
New module of contracts / agreements
Mobile applications
Real-time access to data in the mobile application

The team responsible for new solutions at RamBase also introduced the functioning of BI and Power BI solutions, API connections, the activity of portals and the possibilities of the mobile application. Thanks to this, we were able to better see how the RamBase system is developing. Importantly, changes and new functionalities in the system are influenced by its users and implementation partners. The team when planning and preparing new solutions is largely guided by the demand for functionalities reported by its users.

Aarbakke – manufacturing and industry 4.0

Aarbakke is RamBase’s largest customer so far. The company has implemented a system for 300 users. RamBase supports manufacturing, industry 4.0 and all processes in the company. By adjusting the processes to the best standards, the company improves its functioning using RamBase solutions and good practices. The implementation in Aarbakke shows that the purchase of a new system is a good time to introduce changes in the company.

We know RamBase team better

During the meeting, we also got to know the sales team operating in Norway, Sweden, Denmark, Great Britain and, of course, in Poland. They are people who support RamBase implementation partners in their daily work, helping to better understand the needs of customers and meet their expectations.

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New release wave 1 Dynamics 365

Posted on 15 April 202115 April 2021 by itvision

Microsoft has announced Dynamics 365 new release wave 1. As part of wave 1 in 2021 there are some crucial changes in the system. Microsoft implemented over 20 new applications and 10 customers enhancements. Changes were made in areas such as: dimensions, finance and bank reconciliations, sales, relations management, inventory and manufacturing.

The areas of change for Dynamics 365 this year were customer onboarding, better integration with Microsoft products and the highest quality business solutions.

New release 2021 wave 1 – better efficiency

New realase 2021 wave 1 od Dynamics 365 is primarily better efficiency. Main change in efficiency are:

20% faster to open Role Center
98% faster to post Payment Journal
40% faster posting of background documents batches
3-5x reduction of SQL reads with Dynamics 365 Sales Integration
Web Services up to 25% faster
API Performance up to 5-6x faster
Report Performance up to 36x faster

New realase 2021 wave 1 is also an even better integration of Dynamics 365 with Power Platform solutions.

Improvements connected with fast system implementation. IT Vision has been offering quick implementation of the Business Central system for a long time. We offer two paths of rapid implementation:

Implementation in 10 days – LINK
Live in a day – LINK

From the perspective of the future customer, it is not only the possibility of faster implementation of the system that is important. The streamlined onboarding process will make it easier to start working with the system quickly and efficiently.

Global availability

Microsoft is constantly expanding the global availability of Business Central, an ERP system ideal for the SME sector. View the map and learn about the global reach of the solution.

As part of the changes made, the memory capacity and prices were updated. New user-dedicated memory capacity has been added.

Get to know Dynamics 365 Business Central better

Business Central

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Dynamics NAV – Microsoft promises system support

Posted on 31 March 202131 March 2021 by itvision

From 2016 Dynamics NAV and Navision are no longer Microsoft’s flagship solutions for the medium-sized enterprise sector. On-premise solutions have been replaced by Dynamics 365 Business Central, which is based on the cloud. It is a solid cloud solution for small and medium-sized companies. After the appearance of Business Central on the market, many NAV customers are wondering what future waits for their system. And whether they can count on support from the supplier. And from implementation partners. The answer is simple: Dynamics NAV will continue to be supported by Microsoft. This information was confirmed by Mike Morton, general manager of Dynamics NAV and D365 Business Central at Microsoft Corp.

ERP and CRM systems are long-term investments

It is obvious that investments in management systems or business software are long-term investments. Companies do bear the large costs to use the ERP or CRM system for several weeks or months. That’s why it’s so important to know that the solution you’re investing in will be supported in the future. When making an investment, you want to be sure that you will receive the support you need.

The most important information on Dynamics NAV

We summarize the most important information about Dynamics NAV. We also present a scenario of transition to Dynamics 365 Business Central. Which is a great continuation for NAV or Navision.

Dynamics NAV highlights from Mike Morton:

“Microsoft is publishing an overview of the support and lifecycle policies on all her products including Dynamics NAV on an ongoing basis. You can find that information here: Microsoft Lifecycle Policy | Microsoft Docs”

“Microsoft is committed to continue the support on Dynamics NAV, to continue with new releases and to keep these products on the roadmap for as long as we can foresee. There is no secret plan to stop releasing new on-premise versions”

“We want to align our on-premise product and our cloud product as much as possible, but there will also be innovations that are cloud only. An example is the integration with Teams, that is only part of the cloud offering and not of the on-premise offering“

“We expect that the vast majority of innovation and the new capabilities will be at the cloud product. So we do want to encourage every Dynamics NAV customer to migrate to Business Central. We believe that the cloud product gives the best experience for our customers and is the most cost-effective scenario in the long term”

Dynamics NAV – update or migration to Business Central?

The good news for NAV/Navison customers is that support will continue. Microsoft also plans to release new versions. However, if you want to take advantage of Microsoft’s innovations, consider migrating to Dynamics 365 Business Central. On this solution for the SME sector Microsoft focuses its activities. And here it creates the most of new solutions and innovations. So, if you use Dynamics NAV, it is worth preparing a migration scenario to Dynamics 365.

If you’re using NAV and you’re not ready to migrate to yet, it’s worth updating system to latest version. Thanks to this, you will provide yourself with support for the coming years.

IT Vision offers Dynamics solutions in various scenarios, tailored to the needs and expectations of customers:

On-premise – based on the customer’s own infrastructure;
Hybrid – ERP installation in the same version as on-premise, but based on IaaS – infrastructure in the cloud – e.g. Microsoft Azure;
Cloud – Dynamics fully in the cloud model.

We also have prepared solutions supporting the migration of older versions of ERP systems to modern Cloud ERP solutions.

The complete interview can be found here: LINK

Would you like to learn more about NAV and Navision support? Make an appointment for a free consultation:

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The Envision Forum

Posted on 18 March 202118 March 2021 by itvision

The Envision Forum is behind us. During this year’s forum speakers talked about digital transformation and about the progress of Polish companies in this process. Many of the discussions focused on security, digital competences, and the importance of artificial intelligence.

Among the speakers there were, among others:

Brad Smith – President, Microsoft
Mark Loughran – General Manager Microsoft w Polsce
Jean-Philippe Courtois – Executive Vice President, Microsoft
Jared Spataro – Corporate Vice President, Microsoft
Charles Lamanna – Corporate Vice President, Microsoft
James Eckart – Chief Security Advisor, Microsoft

Digitalization

One of the main topic was digitalization. This process has affected most companies and employees over the past year. However, it has been a trend among developing companies for years and we will be still observing it. The digital nature of companies and their solutions is a key factor to success.

At this year’s Envision forum, we learned about the history of many companies: Link4, CCC, Rossman, PKO BP, Żabka and Budimex. This diverse catalog of companies using Microsoft 365 or Teams solutions shows that digital solutions support organizations regardless of the industry in which they are implemented.

Appropriate competences

Representatives of those companies emphasized that not only buying new technologies is important. The most important are the appropriate competences that allow us to use this technology properly. An example of focusing on competences is also the Power Platform solution, which, using low-code, allows you to create appropriate solutions without knowing any coding.

Security

Speakers also focused on solutions and data security. It is automatically provided by the Microsoft cloud and additional solutions offered by the company. Microsoft spends over a billion dollars a year on issues related to increasing the security of its products.

James Eckart, Chief Security Advisor, Microsoft, while speaking about cloud solution said that “in the Cloud only the sky is the limit”. With those words he emphasized how important is to implement solutions in the cloud. Cloud is not only secure but enables easy scaling and adding new solutions which is crucial for companies which want to develop. Not only businesses, but also the reality is changing very dynamically. This is why the ability to scale your systems is so important.

James Eckart also emphasized that the observed movement from point applications to platform solutions that allow for quick and safe actions is very important.

Artificial Intelligence

Artificial Intelligence will play a bigger, and bigger part in the world. Work is already underway on the use of AI in road traffic regulation or in the management of planting and harvesting.

Microsoft Teams

Companies whose stories we saw at the conference emphasize the meaning of Teams application. But in approach to Teams is important to see it as a comprehensive tool, a company working model, not to see it just as a messenger. As the LOTOS Group has shown, advanced security and cooperation capabilities allow for remote work even with sensitive documents that require special security procedures.

As Jared Spataro, Corporate Vice President, Microsoft, says our work didn’t move to home office. It moved to the cloud. Even if we return to companies full-time, to our locations, our work will remain in the cloud. It is worth remembering when implementing new solutions.

Customer-centricity

At the conference, participants also talk about an increasingly important customer-centricity. Because approach to running business has changed. Now we shouldn’t be focused on our products or services. But we should focus on meeting the customer’s needs and experiences. Customer’s needs should be the trigger for our changes. Then should we focus on increasing competitiveness, innovation, and digital competences. However, we should remember that the customer’s needs are the starting point for this process.

Summary

Most companies in Poland are aware of the importance of digital transformation. For it is not only a chance for development, but even a necessity. However, Polish companies present a very different speed of digitization. It should be remembered that digitization is not about improving systems or approaches. But it is about creating a new business and a new approach. Unfortunately, many companies still forget about it. Similarly, they should remember that the digitization process is about creating new processes, and not transferring analog processes to the cloud.

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ERP and CRM system – rearview mirror or a periscope?

Posted on 24 February 202124 February 2021 by itvision

The role of ERP and CRM systems is shifting. Traditionally, the emphasis was on improving the internal efficiency. With separated systems per department, business unit and/or subsidiary. While that may be practical for these entities, it didn’t really help to create an accurate overview. Since it showed what happened in the near past – not in the near future. In today’s fast changing markets, companies must use integrated business software to manage their entire business in a pro-active way. So if your current ERP and CRM system still function as a rearview mirror, you’d better exchange it for a periscope!

ERP and CRM – the key is to connect the entire company

Anyone who has to draw their information from sub-systems that are not (wholly) connected and also communicate moderately with each other must work hard to arrive at relevant steering information. And that is exactly the process that is taking place in many companies at the moment! In the process of compiling management information, these companies have to perform many repetitive actions every month. Which, as a result, requires a lot of processing time and avoidable costs.

Let’s take a project. For a healthy project result, it is important to monitor costs tightly. So you can intervene if the costs are out of step with the progress. But that requires up-to-date information all the time! After all, anyone who only finds out afterwards that action should have been taken is too late. Anyone who relies on outdated information for the controls of your company watches a rearview mirror all the time. And so can wait for accidents! After all, both opportunities and problems come to light too late.

ERP and CRM system in a company should be like a periscope

Fortunately – modern, innovative and well-integrated ERP systems are available today. Tailored to your industry, affordable and relatively easily adaptable. These solutions take care of the transactions at the operational level for you. But also help you with up-to-date steering information. In addition, you save on administrative operations, which already contributes directly to a better margin.

You may be interested in:

PROJECT MANAGEMENT – AGILE OR CLASSIC?

Are you currently automated based on island solutions? Then the choice of such a modern solution means replacing your rearview mirror with a periscope. One that can look backwards and forwards as desired. And which also displays the current position of your company at any time. This improved view is sure to help your business move forward!

Meet Power BI – a tool for advanced data analysis:

Power BI

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New customer with RamBase system on IT Vision board!

Posted on 3 February 20213 February 2021 by itvision

We are delighted to establish cooperation with a new custmer – Recomedic. We implement RamBase system for our new customer. Recomedic is a manufacturing and distribution company. It deals with the production of parts and entire assemblies used in various industrial processes, including rehabilitation and medicine. Parts manufactured by Recomedic are also used in other demanding fields. The company manufactures its products with care, making components with the accuracy of the smallest measures and weights.

Recomedic – modern company with the highest standards

Recomedic is a modern company operating in many countries. It takes care of the extremely high quality of its goods, ensuring the best manufacturing standards. In addition, the company cares about its development, wanting to constantly improve its processes and products.

It was the desire to be a modern company and streamline processes that made the company decide to implement a new management system. We believe that RamBase system that is ideally suited to manufacturing companies will help our customer – Recomedic achieve these goals.

“Our existing system was intended for commercial companies, and from year to year we implement more and more advanced projects that require production planning, management of extensive BOM lists and inventory. We chose Hatteland’s innovative, cloud-based ERP RamBase system in the hope that it will facilitate us to efficiently manage our enterprise resources. The available RamBase system solutions are huge, and we are sure that our dynamic development will not be hampered by insufficient capabilities of the ERP system”
– Damian Mącznik, President of Recomedic.

New customer Recomedic, IT Vision i RamBase – perfect combination

Thanks to the cooperation of Recomedic with IT Vision, and to the choice of the RamBase system, our customer will receive the implemented system this quarter. RamBase will support most of the processes that the company handles. With the Recomedic system, it will receive support for manufacturing, sales, purchases, storage, and financial management.

“Recently, the ability to efficiently adapt to the market situation determines whether the company will develop and take advantage of emerging opportunities. Recomedic is a modern organization and people who impress with their care for customers and the highest quality of products. I am very pleased that The RamBase solution we provide will become a tool supporting the further development of Recomedic.”
– Paweł Prymakowski, CEO, IT Vision

At IT Vision, we believe that the success of our customers is our success! Therefore, for over 20 years we have been implementing the highest quality solutions supporting the daily work of companies. We specialize in installing and adapting ERP systems and B2B platforms. Innovation, efficiency and high quality are the values that accompany us in cooperation with our customers.

RamBase system

The RamBase system is a solution that is ideal for improving the daily work of production companies and hi-tech industry. Because it was created as a solution for a production company, it perfectly meets the needs related to this industry. Additionally, its undoubted advantage is the quick implementation time. You can start working with the system after 8 weeks!

“We are proud that Recomedic has become another RamBase Cloud ERP customer in Poland. We believe that thanks to our solution, Recomedic’s production will become even more effective, which will bring tangible financial results for the company”.
– Jakub Polkowski, RamBase Partner Channel Executive Poland RamBase Cloud ERP

We are glad that another company will use the RamBase system. We believe that the combination of the functionality of the system and the knowledge of IT Vision specialists will make Recomedic an even more innovative and competitive company!

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New Microsoft Dynamics functionalities in 2021!

Posted on 1 February 20211 February 2021 by itvision

Microsoft has announced new Microsoft Dynamics functionalities that will be available in 2021. During the first release this year, Microsoft is implementing functionalities that will enable companies to transform. As part of the update, many new features will be released in Dynamics 365 applications. Including: Marketing, Sales, Customer Service, Finance, Supply Chain Management, Human Resources, Commerce, and many more.

The next release of the functionalities by Microsoft confirms again that the producer is trying to make its system adjusted to the expectations of customers and to the changing reality.

New Microsoft Dynamics Business Central functionalities

New Microsoft Dynamics functionalities in 2021!

New funtionalities in Business Central are largely focused on making the user’s work easier. In addition, Microsoft improves the performance, usability and functions of the prints. Among others, it also supports user productivity through changes made to the General Ledger. Microsoft also improves the cooperation between Business Central and Microsoft Teams and improves additions to Excel and Outlook.

Editing Dimensions in Posted Entries in GL

Microsoft will provide a tool that allows you to correct dimensions for general ledger entries. As a result, the financial report provides an accurate insight into the data. No need to note down temporary input errors. For one or more entries in the general ledger, you can change dimension values, add dimensions, or delete them.

Universal Print Support – Print from any device

Universal Print is a Microsoft 365 service that modernizes, and streamlines print management and provides simple and uncomplicated printing. It allows, in the cloud version, to easily print documents from a tablet or smartphone. You can send documents and reports to any printer defined in the Universal Print management page.

View contact details from Microsoft Teams

Now in Business Central you can manage contacts and their sharing even more efficiently. The solution, among others, facilitates the work of sales and operational departments. Through seamless connections with vendors, customers and others in Microsoft Teams. With quick access to business contacts from Microsoft Teams, users don’t have to switch applications for simple searches and can view details entirely in Microsoft Teams.

Information about inventory from Dynamics 356 Sales

Dynamics 365 Sales supports you in your customer relations. However, sales orders are processed in the Business Central system. This is where the stock availability is recorded. From the point of view of sales, this is extremely important information. It is the inventory level, among others, that suggests if the order can be fulfilled.

Thanks to Business Central synchronization, you get a preview of inventory availability in Dynamics 365 Sales. Importantly, every stock change is also visible. When users enter sales order lines in Dynamics 365 Sales, the available quantity on the sales order will contain information on available inventory from Business Central.

Local versions available – Greece, Romania, Turkey, India

Microsoft is constantly increasing the range of its solutions by offering new local versions of the system. In 2021, he announced the availability of new national versions for Greece, Romania, Turkey and India.

Improvements in the user interface

In Business Central, the user interface is also being improved all the time. This makes it even more accessible and legible for the user.

Summary – New Microsoft Dynamics functionalities

Above, we have listed only the most interesting and important new functionalities of Microsoft Dynamics Business Central. The current release is, however, many more changes not only in the Business Central system itself, but in all Microsoft solutions.

The next release of improvements in Microsoft Dynamics solutions, including Business Central, shows how important for Microsoft is user comfort and system development. This is good news for people using Microsoft solutions or those who are just planning to implement this system. This proves that the system is and will be developed in the future and will not require changing to another solution.

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ERP and CRM systems – distributed and platform approach

Posted on 29 January 202129 January 2021 by itvision

In a traditional approach, many installed solutions meet IT needs. They often operate independently, and support given areas by performing specific functions. The company has various solutions, including ERP and CRM systems. This approach to systems works well only in a situation where the employee uses only one of the subsystems in his work. However, the reality is usually different. One person uses several solutions. This approach causes problems not only for employees. It also has a negative impact on contact with the client.

In recent years, many companies have decided to install ERP and CRM systems. Some larger companies have even installed multiple ERP and CRM systems – by department, country or industry. Some systems were taken over as a result of mergers or acquisitions.

ERP and CRM systems should communicate with each other

ERP and CRM systems - distributed and platform approach

ERP systems support back-end processes. On the other hand, CRM solutions are dedicated to front-end processes focusing on building relationships with customers. Often, the compatibility between these processes and systems is insufficient and negatively affects the quality of work. Not only your employees (who have to work with different solutions, interfaces, logics). The lack of cooperation between the systems also affects relations with customers, current and the future ones. Your two systems are like two hands and one has no idea what the other is doing! Your customers will notice it!

The described situation doesn’t only apply to ERP and CRM systems. It is important to integrate not only these two solutions. But also, all office tools, point-of-sale systems, document management and an online store. These are just a few examples of solutions that should be integrated with each other.

What might concern you is that customers are becoming more and more cautious about data processing these days. However, we can assure you that they don’t pay attention to whether you are processing data in a CRM or ERP system. They care about the security of this data. And that you provide them with the highest quality product or service, with excellent support and “hassle-free experience”.

The platform approach supports the company’s success – ERP and CRM systems

If you want to achieve success in digital transformation, and you want your business to become a customer-oriented enterprise, you should move away from distributed systems. The platform approach to management systems will be much better. This approach is possible with the installation of Microsoft solutions. All systems, tools and extensions communicate perfectly with each other. Thanks to this, you will not only improve the quality of customer service. You will also improve the daily work of employees. It will take your business to a new, higher level.

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Company success with RamBase system

Posted on 25 January 202125 January 2021 by itvision

Did you know that in Norway awards the smart industrial companies? The award is granted by representatives of the industry and the Siemens company. Why are we writing about it? Because Aarbakke AS, which uses the RamBase system, was in the final of the competition. One of the systems we offer to our customers. See the company success with RamBase system.

Difficult road to success

The history of Aarbakke AS is special. First, the company has traveled a long way in changing industries. Aarbakke started out as a horseshoe maker. However, the market was changing, the demand was falling. So, the company started producing equipment for the maritime industry. The company’s main products in recent years have been offshore drilling equipment and equipment that helps pump hydrocarbons from wells to land or ships.

Restructuring and digitization guarantee success

But the necessity to change things was not the end of Aarbakke’s difficult journey. A few years ago, the company was on the verge of bankruptcy. This situation required bold steps. The company decided to restructure and digitize. The change, which lasted 3 years, was a success. Today, the company aims to become the greenest producer of the oil industry in the world within 5 years.

Today, the company is achieving amazing results. The turnover in 2017 was 420 million Norwegian crowns, and in 2020 it was almost 1.1 billion.

The RamBase system, which Aarbakke chose, definitely helped in its digitization. We believe that it was also thanks to RamBase that the company could reach for the nomination for the award. The CEO of Aarbakke, Inge-Brigt Aarbakke, explains that the RamBase architecture facilitates the use of all the needed functionalities from the very first day. He also emphasizes RamBase’s ability to easily connect with other systems, via the platform’s open APIs.

Learn more about RamBase

Company success with RamBase Your company’s success is possible too!

Aarbakke AS is a great example of success. Success requires change, sacrifice and support. However, with the right mindset and the support of proven tools such as RamBase, success and growth are possible.

Would you also like your company to record changes and be successful? Contact us and arrange a free system presentation.

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Data security in the cloud

Posted on 20 January 202120 January 2021 by itvision

The world is getting more and more digital. In addition, the pandemic generates the questions of moving systems to the cloud and concerns about data security in the cloud. It is obvious that companies want to fill the highest standards of data security.

Cloud-based solutions are gaining their supporters every year. And the number of cloud installations is growing. However, many people still wonder if the data in the cloud is safe.

Are cloud solutions safer than on-premise?

During the expert panel organized by 1ClickFactory, all speakers agreed that cloud solutions are safer than local system installations (on-premise). Below we present a few arguments proving data security in the cloud.

Why cloud is safer than on-premise?

It is hard for companies to build by them owns built database with the same (or highest) safety level as they are offered in cloud solutions from large vendors.
For independent data security it is necessary to have a well-developed security strategy. In Poland, only 37% of companies have such a strategy.
For SMP sector cloud solution is better and safer, because it does not require assets and resources to create security strategy.
Customers don’t need to take any additional steps to ensure security. All functions are built into the system.

Data security in the cloud– what you have to remember

Some people are concerned that third parties will have access to company data. It is about both the system supplier, and other companies using the system. However, this is an unnecessary concern. Even Coca-Cola uses cloud solutions offered by Microsoft.

It’s worth to emphasized that security accidents will always happen. Regardless of having a security strategy. It is all about how we will react to those attacks. Can we track them and have adequate security? Our system and security should lead to a fall of the attacks.

Very often we gain trust in a solution if we see that others are using it. And when it works for them. 1ClickFactory, which is an IT Vision partner, has over 1,300 customers who use the cloud version. This is great proof that cloud solutions are desirable and secure.

If you still have doubts about the quality of security and real data security, arrange a free consultation with an IT Vision specialist.

The most important information about Microsoft

Posted on 22 December 202012 January 2021 by itvision

All the most important information about Microsoft system was presented at the Directions 4 Partners conference. New functionalities, improvements, support for the mobility of management systems from Microsoft. The organizers also showed that despite the virtual times it is possible to conduct a large, international conference at a very high level.

Participants from all over the world could also learn the most important information about the Microsoft system. They also included representatives of IT Vision, our partners, and friends from the industry.

In a series of interviews and interviews we present the most important information about the Microsoft system.

Paweł Prymakowski and Tomasz Woch talked about the new solutions in Microsoft Dynamics 365:

We talked with Sylwia Wójcik and Piotr Podgórni about cloud-based systems. We asked them about the changes that await them and Microsoft’s support in the organization of remote work:

We asked Nelson Tavares da Silva (QBS Group) if and how coronavirus changed the way of running business. We also talked about the changes in the digitization process and the advantages of the Microsoft system:

We talked about the Microsoft system and new functions with experts from the IBSC company:

We talked to Inga Sartauskaite (1ClickFactory) about the impressions from the conference, how the way of running the company has changed and about the importance of remote work:

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Dynamics 365 Business Central

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Costs in ERP system selection – what we mostly overlook

Posted on 16 December 202012 January 2021 by itvision

During ERP system selection, the various costs and possible benefits are analyzed in considerable detail and then assessed for each vendor. But it’s worth to emphasize that one important factor is often completely missed during this process. Which one? The cost of the next system!

The selection of a new system is never done as a back-of-an-envelope exercise. We know very well that companies want to use their solution for many years. A lot of potential customers says:

“From a bookkeeping standpoint, the investment’s
term of depreciation is 5 years. But ideally, we want
to work with the new solution for 10 years or more”

Costs in ERP system selection – look into the future

Anyone who wants to work with a system for that long must have a fortuneteller in the team. Because in 10 years’ time, a lot can change! What will the world look like in the year 2030? Which devices will we be working with then? How far, and how much will the technology be developed and changed? And which parts of our future have yet even to be invented, developed, and marketed? So there are plenty of questions, and from today’s vantage point we can only guess at the answers.

Recall the past

One of the ways you can work with this challenge can be recalling the time 10 years ago. Do you remember what technology looked like? Can you remember the exact state of technology in 2010? Nobody heard or used tablets in those times. Let alone the verb ‘swiping’! Those are times when WhatsApp didn’t exist and Google still was a really small company. Cloud solutions was on the beginning of development.

Costs in ERP system selection – focus on development and vision

Perhaps this comparison provides you a bit of perspective into what we can expect in terms of new developments in the coming 10 years. But far more importantly – can you comprehend what all this means for your potential suppliers? Consider the required competencies, for example, or the required R&D budgets, the availability of international sales channels or the necessary entrepreneurship and decisiveness, of course.

If you think about the future of ERP technology, you conclude that you are selecting more of an ERP concept these days than an exact ERP solution. A concept you choose will be developing at a furious pace. And you should choose the concept which must develop! Because vendors that are left behind or loses the direction at any time are quickly lost in this market. And the most painful bit: their customers are lost, too!

Bet on development partners

Companies that are considering new solutions would do well to test their vendors’ degree of futureproofing rigorously. Do the vendors on your shortlist have any chance at all surviving this rat race until 2030? Are they (sufficiently) profitable these days, for example? Do they have sufficient international scale? What is the size of their R&D budget? How innovative are they? And is a formal product roadmap available for the solution on offer?

By getting a good understanding of the prospective vendors’ commercial legitimacy during the selection process, you can prevent many unpleasant surprises in the future. However, if you fail to look to the future, then just make sure you include a huge sum in your budget for your next ERP system!

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The choice of your implementation partner

Posted on 9 December 202012 January 2021 by itvision

A traditional vendor or a real sparring partner?

Are you’re considering the implementation of a new ERP software solution? So the choice of implementation partner awaits you. Then you have the choice between two kinds of implementation partners. On the one hand, there are the traditional vendors who – in a nutshell – activate the software just the way you work today, train your end-users and leave. On the other hand, there are those partners who see the new software solution as a catalyst for initiating and supporting organizational change. And for putting your customers in the center of everything you do. They seek mainly to improve and modernize your current processes and to ease the current bottlenecks.

Categorize your potential implementation partners

It is of course interesting to consider which sort of partner your organisation requires. And to categorize your potential implementation partners in this way too. Clearly, this second category of partners needs to possess different qualities and knowledge from the first. The courage to discuss nettlesome issues for sure is one of those qualities. And it’s good to know that, on the average, these partners are also more experienced and charge higher fees.

Despite COVID-19, the new buying behavior and the successes of disruptive business models, most software buyers today still tend to re-automate their existing processes and ideas. Sometimes as a conscious choice, but often unconsciously. As a result, they are not seldom guiding their organisations based on out-of-date principles.

The choice of implementation partner – benefit from the possibilities

To really benefit from the possibilities of new technology, you must be prepared to change. Even when it hurts on the inside. In this situation, an implementation partner who is a competent sparring partner is indispensable!

So you really want to get the most out of your next ERP system or digital transformation initiative? Don’t choose your implementation partner based on the lowest cost. You will be much better off when you are looking for the best sparring partner. That choice creates a stable foundation for a successful project with a positive return on your investment.

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Better support for company management

Posted on 7 December 202012 January 2021 by itvision

You use a system that supports company management. However, you can see that the solution is not what you expected? It’s not modern? Would you like it to efficiently handle Polish tax obligations? So that the solution is simple, intuitive to use and reliable? Better support for company management is possible!

If you answered YES to any of the questions, it is high time to think about changing the system. Talk to an IT Vision specialist and find out what solutions can better support the company’s daily work.

Support for company management with IT Vision

We offer modern solutions that are constantly developed and improved. Our systems integrate seamlessly with the Office 365. In addition, they also integrate with the Microsoft Teams application – so much needed and often used in the era of remote work. Importantly, you can use the system on any device (computer, laptop, tablet, or phone), just turn on the browser.

Expert support

We offer modern solutions and support for company management

With IT Vision, you will not only gain access to an efficient system that will meet your requirements. We will provide you with a solution that supports Polish tax functionality – JPK, split payment and postponed VAT. We can assure you that these solutions will improve your work – we have prepared these functionalities ourselves. The implementations of our solutions are carried out by experts who have several years of experience in the implementation of management systems.

IT Vision is a team of professionals who will be at your disposal all the time. We also offer a helpdesk, where our consultants can help with any doubts regarding the use of our solutions.

We care about our customers. That is why we provide the necessary updates and adjustments to changes in regulations. We offer several solutions, so we can match the system that best suits your company’s requirements. By working with us, you will receive support for company management at every stage.

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New solutions in Microsoft Dynamics

Posted on 19 November 202012 January 2021 by itvision

We are after Microsoft Directions 4 Partners conference. The purpose of this meeting is to share knowledge, development guidelines and best practices. It also focuses on supporting new solutions, cooperation or finding new partners to achieve goals and implement projects. This year’s Microsoft Directions conference is also about announcing new solutions in Microsoft Dynamics Business Central. The company carries out investments in 5 main areas.

New solutions in Microsoft Dynamics – investments areas

Deliver seamless service and performance

Microsoft continues to invest in a world-class cloud service that is easy to adopt, delivers high performance, and meets business, partners, and customers goals.

Design for compliance and security

Microsoft runs on trust and is committed to continuous improvements in mobility, security, data privacy, accessibility, and meeting compliance standards.

Develop ISVs and globalization

Microsoft will help its customers and partners to move to the cloud with confidence, knowing their unique needs will be met through geo-availability and AppSource simplifying integration, extensions, and application development.

Delight customers by exceeding expectations

Microsoft’s investments I user experience and rich capabilities ensure they go beyond meeting customer expectations to deliver unexpected results.

Drive better together Microsoft experiences

Microsoft ensures its customers can benefit from using Office 365, Teams, Power Platform, and Business Central together to improve collaboration, productivity, workflow, insights, and results.

Better availability of Business Central localizations

Microsoft is also launching new localizations in Europe. Among others, in Romania, Greece and Turkey.

Companies choose Business Central system based on the cloud

Business Central is used by companies from various industries and sizes. From small companies with a few users to large ones, with even several thousand users. Some of them are new customers, some users have switched from old Microsoft solutions to the latest cloud solution.

New solutions in Microsoft Dynamics – new security functionalities

This year Microsoft added new functionalities that support security. The changes help to protect, for example, bank account numbers or customer data such as e-mail. Thanks to additional notifications, it allows you to avoid accidental changes of customer data.

More advanced managing of e-mail accounts

New capability E-mail Accounts helps to manage e-mail accounts. It allows you to give access to e-mail account to several people. In this solution it is easy to set up a mailbox. Including if its individual one shared one. Thanks to this it is easier to maintain contact with customers and run e-mail systems and massages sending. The capability also allows to create mailing scenarios. For every address you can create different scenario.

Better user experience

As part of the new wave of solutions, Microsoft is also simplifying system printouts and reporting.

Microsoft pays great attention to the development of Teams. One of the changes is easier exchange of data from Business Central using the Teams platform. The content of the link from Business Central shows in Teams. Thanks to this, there is no need to open the link and enter the system to check what our interlocutor sent us. This solution makes it much easier to talk about orders or inventory.

Do you want to know better Business Central system?

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How to carry out digital transformation effectively?

Posted on 9 November 202012 January 2021 by itvision

How to carry out digital transformation effectively? There are some tips for CEO and managers which will help you to end your digital transformation with success.

The market is changing

The market is changing with or without you. Regardless of whether your company is part of this change or not. If you want to fit to the changes, trends, and customer expectations you should bring your company into the digital era and bring changes to your company.

Essential points for successful digital transformation

During this year Microsoft Directions conference Guus Krabbenborg CEO of Dynamics and More presented the five most important lessons about digital transformation that every CEO needs to learn. Guss pointed out the most important points that are necessary to successfully complete the digital transformation of the company.

The transformation affects all employees

When conducting digital transformation, it should be remembered that it will affect all employees. Both the lowest and the highest level. Therefore, it is important for everyone to know why the company is changing. Everyone must understand them. If employees know the answer to the question “why”, it will be easier for them to actively participate in the transformation and be positive towards it.

Select a responsible person

It’s worth to select one responsible person to supervise the transformation. Thanks to this one person is responsible for the project – its success or failure. This arrangement makes success more likely.

It is a customer market

The market has changed and it’s customer market. He has the power and rules. This is because the markets are transparent, company data and offers are easily accessible and it is the customer who decides what to do. And with whom to make a deal. Plus, in a digital, shrunken world, it’s easy for customers to switch partners. That’s why you need to put the customer and his satisfaction first. You also need to offer added value to your customers. This is very important.

How to carry out digital transformation - processes

Streamline your processes and change the way you think

When carrying out a transformation, it is worth paying attention to the processes in the company. They are often confusing and complicated. They need to be streamlined and more agile. Often employees do not think about changing processes because they are used to them. However, if we want to implement a new system, we need to create new habits and processes. Importantly, first you need to improve the processes and then change the system. Don’t forget to start change with yourself!

Changes aren’t simple but are important

Changes aren’t simple but are important. The whole transformation is really relevant. You should know if the project will bring value to the company, employees and customers. Value is more important than system functionalities or customization.

How to carry out digital transformation?

Here are the top 5 lessons every CEO should remember when doing digitization:

Digital transformation is not an IT project
Explain the „why” behind the project
Everything revolves around the customer
Change the company and mindset
Show that you are a leader.

Now you know the key to successfully completing a key transformation. All that’s left for you to do is choose the right system and start the transformation!

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Microsoft 365 & Teams – new feature of work

Posted on 21 October 202012 January 2021 by itvision

From the beginning of the year, the working environment has changed beyond recognition. The new work organization, hybrid model or remote meetings will probably become a permanent feature of the work culture. Microsoft tries to understand all the trends that are changing the future of work. The company is trying to meet the current and future changes. New solutions introduced in Microsoft 365 and Teams, among others, are to reduce risk, support the productivity of companies and ensure a good feeling of employees. Jared Spataro, CVP of Modern Work, showed the latest research and framework for the success of every IT specialist and business leader. Jared showcased the latest innovations on Microsoft 365 and Teams.

CEO of Fortune 50 company emphasizes how important employees are in changing the style of work

„What keeps me up at night isn’t supply chain Logistics or sales. It’s well-being of my workforce – because I know our company lives and dies by them”

The company’s value is created by employees

Jared also emphasizes that the value of enterprises is created by employees. Therefore, it is very important to take care of their well-being. Not just their results. For this reason, new technologies should support employees in their well-being more than ever before, instead of focusing solely on increasing productivity.

7 keys to success

Microsoft shows 7 keys to success for companies and IT leaders to support employees in a new way of working.

Reimagine teamwork, culture, and social capital – digitally.
Prioritize individual wellbeing to help people focus and be their best.
Help people learn, reinvent, and grow with the pace of change.
Unlock the data, knowledge, and expertise of the entire organization.
Automate process and workflow to increase discontinuous innovation.
Include everyone in digital transformation.
Ensure a trusted, secure, modern experience for every employee.

Microsoft Graph

During his presentation, Jared focused on teamwork and the well-being of employees. At the heart of these assumptions is a technology that Microsoft believes is critical to the future of work. This is Microsoft Graph that highlights everything that is created in Microsoft 365.

Capturing and reading

In today’s digitized world, capturing and reading signals is very important. They help to support employees, be innovative and create value. Microsoft Graph allows for the easy exchange of values and signals between individual employees and the entire company.

Capture and process data

Graph captures and processes data. The more you work with the solution, the more data it collects, processes and becomes more intelligent. Thanks to this, it can support employees individually better and better. Analyzes data, presents insights and suggests actions. With the help of artificial intelligence (AI), Graph supports the individual capabilities of employees (not substitutes them). In combination with data from entire departments, e.g. HR, finance, sales, customer support, you can support the performance of all employees by finding the best solutions. Ultimately, Graph helps create added value for the entire company.

Integrated suite of applications and environments

Microsoft 365 is an integrated suite of applications and Graph environments connected with productivity. Teams, Outlook, Office. Microsoft’s tools help you be productive anywhere, anytime, every day.

Solutions supported by Azure cloud

All Microsoft solutions are supported by the Azure cloud. Using Microsoft Graph, they not only connect seamlessly with each other, but also support the transfer, collection and analysis of data. Importantly, the solutions are built on a safe and trusted basis that takes care of privacy and compliance in the project. In terms of data security and protection, they are also adapted to the GDPR Act. Importantly, at Microsoft, you have control over your data and you can decide how to use it.

Microsoft 365 and Teams

Microsoft 365 and Teams app help you reimagine teamwork. As we work more and more remotly, it is important to create and strengthen a sense of community and bonding between people. Working together is not only about videoconferencing. It is also everything that happens before and after the meeting. Microsoft Teams is the perfect collaboration platform. It’s a platform that supports all types of remote collaboration. It combines meetings, chats, conversations, joint work on content and automation of business processes. It’s a unified platform supporting the entire range of remote collaboration. From meetings to the telephone system.

Better quality of on-line meetings

Importantly, Teams facilitates not only meetings between company employees. It allows employees to connect with customers in a number of different ways. It can be, for example, a video conference, webinar, remote sale or any other meeting scenario.

Together mode

During the Ignite conference, Microsoft presented a new online meeting environment. Additionally, the solution treats each meeting participant as a “first class citizen”. To make this possible and to make the meeting experience more personal, Microsoft introduced Together Mode. Thanks to this, all participants of online meetings can meet (digitally) in one place. As a conference participant, we can see other people in the office or other environment.

Surface Hub

In addition, the Surface Hub device, designed for meeting management, significantly facilitates on-line conversations. You don’t even have to touch the device to start a conference or connect with anyone using Microsoft Teams.

Live chat transcription

What is more, the conversation transcription has been launched in Teams. It happens “live”. Thanks to this, you will not lose anything that was said in the meeting. The recording of the conversation is available during and after the meeting. Now you can also easily set a view of what is most important in the application. Both when it comes to the presented content and people. To facilitate communication, you do not need to leave the videoconference window now to see what is happening in parallel in the written conversation.

Microsoft 365 & Teams support for hybrid meetings

Microsoft also supports hybrid work. Thanks to the solutions, you can easily connect online conferences with people who are physically in the room. This is largely facilitated by Microsoft Teams Room and Surface Hub. Solutions designed to manage meetings significantly facilitate on-line conversations. You don’t even have to touch the device to start a conference or connect with anyone using Microsoft Teams. In addition, Surface Hub allows you to share the board with other conference users to jointly note, change or create projects.

Microsoft solutions ensure the well-being of your employees

Re-creating the work environment must not only focus on continuously improving employee efficiency. This barriers to rapid burnout of your people. Microsoft tries to create solutions that focus on supporting the creativity of employees. This is important because only people can be innovators. Computers or artificial intelligence cannot do it for us. That’s why Microsoft puts users’ well-being at first. Because of that the Headspace meditation app has been integrated with Teams.

Integrated Microsoft Insights application

Another Teams extension is the added and integrated Microsoft Insights app. It supports the well-being of employees and their productivity at every level. For Insights, it doesn’t matter if they are managers, directors or sellers. It facilitates the management of tasks, time and allows you to turn off after work. At the end of the day, you can mark your tasks as done, in progress, or postponed. Employees can also mark how they feel during the day.

Are your employees satisfied?

This solution allows you to see if people are satisfied with their work. Managers will be able to control overall job satisfaction, the status of project implementation and the time spent on work. These solutions will allow you to better manage the team and check whether employees need support or rest.

Thanks to the integrated Insights application, after finishing work, users have a moment to calm down, focus on themselves and return to their tasks only the next day.

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Customer Service & Field Service

Posted on 12 October 202012 January 2021 by itvision

During the Ignite conference, Microsoft showed new solutions and product innovations in Dynamics 365 Customer Service and Field Service. They support customer service actions and management. Solutions enable businesses to provide seamless, end-to-end technical support. Moreover, they allow you to discover the benefits of a streamlined organization of services. This is possible thanks to the installation on one platform.

Customer experience

Customer experience is the sum of all interactions between the customer and the supplier over the lifetime of their relationship. It’s very important to remember this. If we want to provide high-quality customer service, we need to care for the customer’s experience from the first contact to maintaining the after-sales actions.

Customer approach. How to get it right?

Select the appropriate channels
Offer proactive services
Work with the customer according to the principle “get to know me, serve me”
Provide transparency in the process and build trust

Microsoft provides a range of solutions to enable you to provide world-class customer service. Among the supporting tools are:

Customer Service
Customer Voice
Field Service
Customer Service Insights
Remote Assist
Virtual Agents

With Microsoft, you can ensure end-to-end customer engagement. The solutions support two main areas of activity.

Customer Service

Self-service. This is hassle-free, large-scale customer service across multiple channels. It is based on the Natural Language Understanding (NLA) that customers use.
Omnichannel engagement. This gives you a connected and personalized customer view across all channels and interactions.
Agent productivity. The system allows for a standardized service and agent assistance in many channels.

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Field Service

Proactive service. It allows you to identify potential problems, as well as diagnose and solve them remotely. The system also communicates the service results.
Resource Planning. You can easily plan requirements, single or multiple resources. The system also helps to optimize resources and conduct self-service activities
Technician success. Advanced mobile solutions, mixed reality and intelligent operation help technicians and field workers to best serve their customers

Dynamics 365 enables the crossing of the above channels, ensuring the best quality of service.

Microsoft has, supports, and integrates a number of applications that improve contact with the customer. These are among others:

Live chat
Microsoft Teams
SMS
Line
WeChat
Facebook
Twitter
WhatsApp
BYOC

This year, Microsoft also introduced a new Voice Channel.

Native Voice in Dynamics 365 is primarily a comprehensive (all-in-one) solution for customer service. It is entirely made by Microsoft and based on the cloud. Provides hassle-free customer support in every channel. In addition, it provides real omnichannel analyzes and insights.

Facilitated contact with the customer is also possible thanks to the function that allows you to make calls directly from the browser. What’s more, it saves live conversation transcripts. It shows live suggestions for answers, analyzes customer needs live and proposes the best solutions.

Dynamics 365 analyzes data from all contact channels, including voice. Among other, thanks to this, it increasingly improves the virtual agent.

All-in-one customer service

Microsoft Customer Service is a comprehensive support for your company. But what does that actually mean? The solution is primarily:

Easy setup and configuration and management
Unmatched security and compliance
Seamless customer journey
Real omnichannel results

Dynamics 365 Remote Assist

Remote Assist supports your company’s employees in their field tasks. It allows you to capture resources and automate processes using the Power Platform. The solution stores mixed reality photos and videos, and then integrates the data with business processes using Power Automate. Additionally, it offers a calls dashboards. Dashboards allow you to use data about your company for remote support and improvement of operations. Remote Assist also offers a one-time call solution that allows an employee in the field to get assistance with one click.

Dynamics 365 Field Service

Field Service supports your company in three areas.

Proactive service delivery. It allows you to create a hierarchy of resources, functional locations and properties. The solution also offers productivity improvements for complex units such as work orders. Moreover, it allows for extended integration with Dynamics Supply Chain Management.
- Resource Planning. Microsoft offers an optimizer built into the next-generation schedule board. Your technicians can predict travel times based on traffic patterns. You also get upgrades for matching skills, out-of-hours travel, and working hours calendar as required.
- Technicians success. Microsoft is releasing new mobile app enhancements (based on Power Apps). It also offers access to a technician locator “where’s my technician” for end customers. Moreover, you get the opportunity to conduct on-site inspections.

All these areas are supported by Microsoft Insights and artificial intelligence.

Microsoft is constantly developing

Microsoft is constantly developing tools to support customer service. Nowadays, it is particularly important that your company can contact the customer using multiple channels. Also, the non-contact ones. Microsoft and its solutions facilitate such interactions.

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Commerce – what’s new in Dynamics 365

Posted on 5 October 202012 January 2021 by itvision

This year Microsoft presented the Dynamics 365 Commerce 2020 wave 2 investments. Brendan Sullivan, Principal Product Manager for Dynamics 365 Commerce showed where Microsoft is going and presented some of the new features and capabilities that they’re releasing as part of this wave.

Brendan briefly showed the most important improvements, capabilities and features in Commerce. They are:

omnichannel improvements,
modern store in frontline workers improvements,
new additions to intelligence, insights, and analytics,
new digital commerce capabilities.

Commerce and products in Dynamics 365

Microsoft offers a core system which provides a headless commerce engine capable of interacting with either the Dynamics 365 Finance and Operations or working with third party ERP through a connector. The system can serve them through a headquarters solution that gives you the ability that interact with your products, prices, promotions, discounts, and customers to be served that headless commerce engine across a range of different retail channels.

Serve your customers

You can serve your customers in number of channels. E.g. in-store retail channels, point of sale, and mobile point of sale solutions.

Call center solution gives you the ability to work with our call center operator over the phone.
Digital commerce solution, gives you the ability to have rich and immersive websites and be able to expose your products, get people to discover and learn about them and purchase them.
Marketplaces, as well as social platform channels allow you to not only broadcast your products. They allow to broadcast your information, so that you can drive market share and get customers to come to your products, as well as purchase those products on those social platforms.
Conversational enables you to work in real-time with a customer, to have AI chatbots, and to work with the customer. All those solutions give customers the possibility to find the product they want. And they enable you help them discover products and learn about it.

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Microsoft gives you chance to work in many channels by different, individual roles:

store clerk in the retail stores,
consumer and shopper who works with the e-commerce systems that are driven by marketers and merchandisers,
customer service reps who man the call centers,
bots and virtual agents which power call center capabilities as well as conversational capabilities.

Microsoft also offers emerging business to business solution that allows you to bring up B2B solution connected into our headless commerce engine and be able to power purchasing scenarios.

If you look at all solutions together you will see that Microsoft actually powers a large number of traditional and emerging channels. Microsoft also supports a number of customers and business facing customers across all these different retail channels.

What gives you the headless commerce engine?

First of all you can manage your products and master them in one centralized place. You also gain the ability to serve customers across different retail channels. You can use different prices, promotions or discounts.

Secondly, it gives you the ability to capture all that customer information, whether it be orders, customer information, account information, addresses, and clickstream data or other. It gives you the ability to have one golden customer record across all of your different retail channels.

It also gives you the ability to holistically view your retail solution across all your different retail channels. You can see what products are selling best in a given channel. What is more, with Microsoft Commerce you will know:

how best to strategically place your products for shipping and for sales based on information.
What types of customers are interacting with a given channel, and how best to sell to those customers in those given channels.

Commerce – new features released in 2020 wave 2

Digital commerce capabilities

Visual page builder was changed. Microsoft integrated drag and drop page design. Now you can easily drag modules onto the canvas. Also making changes in the canvas is much easier.

Microsoft also gives you the ability to do color and style modifications on your page. Without CSS extensions for that. Now you can also do preview by device types, see what is your page is going to look like in reference to a particular responsive breakpoint.

Microsoft also simplifies the list management. Whether it’s a manual generated list, an algorithmic list or an AI powered personalized list, you can modify and control that list more easily within the interface.

Lastly, you are able to introduce page item variations. It gives you the ability to quickly and easily build variations for simple tasks like localization and marketization. You also gain the ability to have those variations for A/B testing and server-side experimentation, as well as setting the stage for the ability to do that later with targeting and personalization.

Intelligent content experimentation

What is more, Microsoft is going to release in this wave intelligent content experimentation. They have a range of server-side experimentation capabilities that has partnered closely with Optimizely to be able to deliver. These capabilities will give you the ability to do true server-side AB testing. (Optimizely is a market leader in both server side and client-side AB testing.)

All of these are giving you the ability to exploit those variations as experiment control A and B variance and being able to split your traffic across them. Pages, slots, modules, lists, content items, and images. You can select any of those items and change them out with an experiment as a variation.

You can really control any granular part of the page or the entire page to be able to run an experiment and see what resonates with your customer. Once you understand what resonates, you can easily promote that page so that all customers will see that content.

New e-commerce modules

You’re geting the ability to purchase gift cards. You can purchase those with customer amounts, support for kits, support for pop-up cart. You can easily present a new pop-up cart to the customer, instead of using the traditional cart flow, if you so choose. You also gain the ability to have a color picker in the PDP, so you could use visual identifiers versus textual identifier.

Microsoft is also improving module extensibility and simplifying the overall component architecture and extensions and extensibility. You will be able to extend data actions, and define new extensions within those data actions. Thanks to this you can work more intelligently across modules as well as be able to work with third party data services.

New module abilities

With new modules you will gain the ability to pass contexts to modules within slots, so you can actually pass data between modules. The ability to pass module configs to components, so you can easily control the content flowing to components in terms of configuration settings.

Microsoft is also announcing preview of the social commerce capabilities. They will give you the ability to syndicate content out to a range of different social media platforms like Facebook, Instagram, Pinterest, WeChat. You will also have the ability to both sell content through as well as sell content in the social commerce

Intelligence, insights and analytics capabilities

Microsoft provides intelligence and insights to your products. With recommendations from AI and machine learning you gain the ability to create store of the future.

Omni-channel capabilities.

First of all, you gain the ability to sell across modern payment methods that don’t have been ranges associated with them. It gives you the ability to capture, cancel, and refund orders through the system, and being able to support these payment methods across all the different retail channels.

Microsoft is going to provide a PayPal connector out of the box. It’ll be very similar to add-in connector. You’ll be able to use the connector for free and maintain it in perpetuity. But will also give you the ability to simply enter into your account details and start transacting. It’ll also bubble up in store starter kit, so that you can easily integrate PayPal into your e-commerce site. It facilitates start taking transactions online.

The ability to influence relevance and rankings.

You can make sure that the right products are appeared to the customer. You also gain the ability to personalize for a customer. You also can drive just what product results are shown to any given customer based on a range of factors such as products that they purchased, looked at in the past, or external factors. Thanks to this you can present the right type of products to a customer given their particular situation. It’s also gives you the ability to do sponsored products if you want to do advertising your products on your system. As well as the ability to do insights and analytics based on searches.

Customer service solutions

Integration with the Dynamics 365 Customer Service solution gives you the ability to drive customer service chats and virtual agents using the Microsoft Virtual Agent Architecture. You be can present those directly within an e-commerce site so that customers can easily ask questions, can interact with the virtual agent to be able to get support, make modifications to their orders, and work directly with any of the information that’s in the headless commerce engine. You are also able to surface this information within the call center so that customers can easily interact with their orders in details.

Marketing

Microsoft gives you the ability to opt in and out of marketing. So if you have a direct marketing solution, you can enable this at the customer level to say whether or not they want to receive e-mail. So that when you’re at the point of sale system or when you’re in e-commerce, and you can sign up or sign out of getting marketing e-mails.

Customers behavior

You are also able to look at the duration since the customer signed up, so you can actually see how long a customer has been with your solution, as well as the ability to capture additional addresses and being able to have multiple addresses and select those for shipping. The Store System Health Check gives you the ability to view all the different systems running within your retail store.

As you can see Microsoft put a lot of effort to improve its commerce solution. We believe you and your company can gain a lot from these changes.

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Cloud migration – how to do it right?

Posted on 2 October 202012 January 2021 by itvision

Cloud migration is getting more and more popular. Almost everywhere you can hear about pros of cloud solutions. Paweł Prymakowski, CEO of IT Vision was a speaker at the meeting 1ClickToExpand: 10 creative ways to overcome the obstacles of system upgrade to Dynamics 365 Business Central. Paweł and other panelists were looking for the best way to overcome the limitations of upgrades.

As main obstacles of migration to the cloud speakers listed users’ attitude, competences, technical limitations (data size, warehouse) and business issues (mainly financial issues).

Two ways of cloud migration

Paweł emphasized that as an implementation partner, we offer our customers two ways of implementation. The standard SaaS (software as a service) cloud implementation is an excellent choice for smaller customers. It’s a cheaper solution that offers standard Business Central functions. The second solution that we propose to our customers is hybrid implementation (on Azure). This type of deployment is an appropriate path for larger customers. The hybrid approach allows to run individual functions, transfer large amounts of data or effectively integrate Business Central with other (external) customer systems.

Database

For large companies using Dynamics NAV or Business Central solutions, the database limit can be a big obstacle in moving to the cloud in the SaaS model (software as a service). The solution is to use the PowerPlatform technology to store some data (e.g. scans) outside the ERP system itself

The participants of the meeting also noted the problem with localization, the need to learn new solutions, competency shortages or the reluctance of users to migrate to the cloud.

How to improve cloud migration

However, the panellists did not stop at listing the limitations. They proposed their own ideas that can improve migration to the cloud.

A clear set of procedures on how the partner can maintain control of the BC SaaS installation.
Clear list of differences / benefits, moving to the cloud.
Finding 5% of partners as pioneers and supporting them on their way.
Migration of customers at every noticed opportunity (even if they are small projects or it’s just a clean start) to Dynamics 365 SaaS now to gain additional visibility from the market and Microsoft.
Review the solutions and consider whether the company can run smoothly with the standard features of Business Central.
Using a different technology to store information outside the Dynamics 365 Business Central warehouse
Microsoft should introduce a different data storage configuration according to the standard functionality
CEE market partners should be proactive and suggest / vote for the functionality they need in Microsoft
Training is needed in building the competencies of solution architects

We believe that the move to the cloud is the future. Therefore, we encourage all companies that want to be pioneers and be the first to use cloud solutions that bring competitive advantages to full migration. However, we do not leave other customers without a solution. We are happy to offer them a hybrid migration to the Azure cloud.

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Dynamics 365 & Power Platform at Microsoft Ignite

Posted on 29 September 202012 January 2021 by itvision

The Microsoft Ignite conference is behind us. During this year’s meeting, we dicovered a lot of news from the world of Microsoft. Alysa Taylor (Corporate Vice President, Business Applications & Global Industry) and Muhammad Alam (Corporate Vice President, Dynamics 365 at Microsoft) during the Ignite conference focused on a new approach to work and preparing Microsoft users for the challenges that the future may bring.

The Microsoft ecosystem is a range of different applications for all types of business.

Dynamics 365 and Power Platform at Microsoft Ignite

Each application or solution can be adapted to the individual needs of the company. Thanks to that Microsoft products are a good choice to support the daily work of enterprises. They can be easily scaled or extended with new functionalities.

Microsoft offers solutions that support building the resilience of enterprises at every business level and help meet today’s challenges. What’s more, they allow you to proactively stay ahead of future opportunities – to reimagine the future. At the Microsoft Ignite conference, new Microsoft Power Platform and Dynamics 365 features were announced to help make this vision a reality.

News from Ignite – Microsoft Power Platform:

Low code updates for professional developers with an integrated Microsoft Power Apps, Microsoft Power Automate, Microsoft Power Virtual Agents, and Microsoft Azure API Management experience to scale solutions through Power Apps with low-code and distribute through Microsoft Teams.
Power Platform SDLC (software development lifecycle) workflows and templates with GitHub Actions.
Power Virtual Agents and Microsoft Azure Bot Framework integration to build bots with no code, plus a simpler, one-click publishing experience on Teams.
Deeper Power Apps and Teams integration, including Power Apps authoring app within Teams, Project Oakdale for a free low code data platform, and Teams visual style support.
The preview of the Microsoft Power BI app for Teams which provides a central, personalized home for data in Teams will help customers scale insights across the organization by ensuring that insights are just a click away from where conversations are happening and where decisions are made.
Power BI is now natively integrated with Excel and is easier than ever to discover and work with trusted Power BI datasets that are refreshed, governed, and secured directly in Excel.
Two new Power BI offerings: Power BI Premium Per User as an entry point to Premium and a new on-demand capacity scale option for Premium customers.
The preview of Microsoft Power Automate Desktop, bringing robotic process automation (RPA) to every desktop.

News from Ignite – Microsoft Dynamics 365

A new first-party voice channel for Microsoft Dynamics 365 Customer Service, built on Microsoft Azure Communication Services.
New add-ins for Microsoft Dynamics 365 Supply Chain Management: Cloud and Edge Scale Unit and Inventory Visibility.
General availability of Microsoft Dynamics 365 Project Operations.

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Easy application development

This year’s Microsoft Ignite conference also focused on accelerated application development. To meet the growing trend of “fusion”, low-code or code first projects, Microsoft has made many improvements and investments. Thanks to them, it can ensure trouble-free cooperation between Power Platform, Microsoft Azure and Microsoft Visual Studio.

Power Platform

Power Platform is becoming more and more important product. The platform is constantly evolving to shape and scale the work with low code applications and new features. Changes in the Power Platform are intended to help professional developers quickly transform their business from scratch. All this using tools and languages that developers are already familiar with.

Apps from Power group

Microsoft has also made changes to Power Apps, Power Automate, Power Virtual Agents and Azure API Management. Thanks to the changes, all of these applications will now work together seamlessly. They will allow developers to scale low-code solutions with Power Apps and distribute via Microsoft Teams. Moreover, developers can create custom connectors and seamlessly upload them to dedicated Power Platform environments for easy discovery in Power Apps. In addition, Microsoft Azure Functions and Azure API Management can be used to enable individual developers to distribute Power Apps in Teams.

GitHub improves programming

To improve programming, Microsoft announced the introduction of the Power Platform to the platform where development teams collaborate on projects – GitHub. Professional developers can create their own SDLC workflows in the marketplace (software lifecycle) using GitHub Actions for Power Platform. They can also use preconfigured SDLC workflow templates.

Power Virtual Agents & Azure Bot Framework

In addition, Power Virtual Agents and Azure Bot Framework will now run seamlessly, allowing developers to build bots without code. Power Virtual Agents has also been improved to make it even easier for developers and users to publish to Teams with a single click.

Collaborative work extended with team insight into data. Allow everyone to make better decisions.

Microsoft Teams is a platform that has become an integral part of our lives. Both professional and private. It is also used for remote learning. Interactions in Teams are not only between people, but also between data. Now, Power BI in Teams is evolving to help everyone find and work on insights.

Power BI app for teams

Microsoft has introduced a new Power BI app for teams that provides a more streamlined experience for accessing Power BI reports in Teams, making it easier to collaborate with data and combine action insight with sample reports, automation, and easy sharing.

A preview of the new Power BI app for teams has been announced on Ignite. The app will enable users to quickly find, search and discuss data without leaving Teams. It’s a central, personalized storage in Teams, ensuring that information is always one click away from where conversations are taking place and decisions are being made.

For example, PayPal moved to Teams and added a tab for Power BI visualizations to Teams meetings, providing an easy way to easily share a project’s current status and goals as people join.

Power BI Premium

In addition to upgrading the Power BI service, Microsoft also provides broader analytics choices and scalability with two new Power BI offerings: User Power BI Premium as the entry point to Premium, and a new on-demand capacity scaling option for Premium customers. All this to enable flexible scaling of Premium nodes.

Automation for everyone

Microsoft constantly invests in robotic process automation (RPA). The acquisition of Softomotive opened doors to pare Power Automate with WinAutomation, enabling anyone to automate manual business processes across both legacy and modern applications.

Microsoft has introduced a preview of Power Automate Desktop. The service enables the automation of local processes and tasks, from simple data transfers between systems or image search to more complex business processes and workflows. Everything is available from the computer.

Faster results at Toyota thanks to Microsoft

These updates show what Microsoft solutions can do when everyone (from professional developers to non-technical users) across the company has access to code-less or low-code tools.

Microsoft showed three ways Toyota Motor North America (TMNA) enables everyone in the enterprise to troubleshoot problems using the Power Platform.

Power BI, Teams & Microsoft Azure Synapse

For example, the team is using Power BI, Teams, and Microsoft Azure Synapse to monitor their network and analyze the immense amounts of data that is created as part of that process, including surveys performed by their field travelers that are responsible for different regions. Toyota harnessed the full suite of Power Platform features plus Microsoft Azure Cognitive Services to rapidly build and deploy a Vehicle Delivery Quality app that improved accuracy and efficiency for field travelers collecting information. Plus, it gave them 100 percent coverage across their dealers enabling Toyota to better understand what dealers are doing right and improve the quality and safety of vehicles delivered to their customers.

Dynamics 365 updates. Company resistant to change

It goes without saying that every business must prioritize meeting customer expectations, even in times of change and uncertainty, in order to remain resilient and relevant to the marketplace. It now also needs to protect itself from the economic effects of the COVID-19 pandemic. To make it possible, Microsoft introduced new additions and updates to Dynamics 365 focused on the most critical customer satisfaction centers. The most important business areas today: services and supply chain, are specifically addressed in the appendices. These enhanced solutions are ready to use, yet quickly scale and adapt to create unique digital functions.

The first omnichannel solution, including native voice

Customer service is not just about building loyalty and customer retention. This is an essential way to understand how to better serve customers who rely on the company’s products and services. Nowadays, it is especially important to offer multiple ways of continuous communication. Dynamics 365 provides optimal customer service solutions for everyone in the company – from frontline employees and customer service management to solution implementers and administrators.

First-party voice channel

At Ignite, Microsoft announced the addition of a new first-party voice channel for Dynamics 365 Customer Service based on Azure Communication Services (available in preview). By integrating voice with existing multi-channel capabilities, the voice channel provides smooth, end-to-end customer service in a single cloud-based solution. The solution enables teams to deliver consistent, connected help across all channels. Features based on artificial intelligence help you solve problems faster, including offering real-time suggestions for employees and carrying out a sentiment analysis that starts working immediately (out-of-the-box feature). Moreover, with the Common Data Model, voice channel data natively integrates with pre-existing datasets – without data manipulation or reformatting.

Supply chain risk management and maintaining continuity of supply

This year, companies have had to deal with rapidly changing customer demand and severe disruptions in their supply chains. Most of them found it difficult to change quickly. In order to meet new requirements, companies are trying to increase flexibility and resilience in the way they operate by digitizing the entire supply chain.

New additions to Dynamics 365 Supply Chain Management

Therefore, during the Ignite conference, Microsoft announced two new additions to Dynamics 365 Supply Chain Management that will improve visibility and enable users to react quickly to changing demand and supply. They are: Cloud and Edge Scale Unit and Inventory Visibility.

Companies often struggle with latency and connectivity when running operations in remote facilities. Parallel, resource-intensive processes can lead to network latency and reduced productivity. New Cloud and Edge Scale Unit add-ons for Dynamics 365 Supply Chain Management bring the power of the intelligent cloud to the edge. Add-ins allow companies to run critical storage and production workloads at the edge using Azure devices. As a result, they increase resilience and ensure 24/7 operation, even in the event of a temporary disconnection from the cloud.

Inventory Visibility

The new Inventory Visibility add-in for Dynamics 365 Supply Chain Management enables high-volume retailers and manufacturers to easily handle millions of transactions every minute. It also allows for accurate, real-time multi-channel inventory determination. Enterprises can scale easily to fulfill orders from multiple channels on time and reduce shortages and excess inventory. The new feature is hyper-scalable and can also work with third-party systems.

Transform project-based services

The solutions Microsoft announced at Ignite share a common theme: they enable enterprises the speed and flexibility to adapt to change, build resilience in any industry, and exceed customer expectations. If your business has a project-based organization structure, it’s especially important to be able to adapt to the types of changes we’ve seen over the past few months.

Dynamics 365 Project Operations

Dynamics 365 Project Operations brings together and gives teams (Sales, Resource, Project Management, and Accounting) the visibility they need to deliver services to customers on time and on budget. Dynamics 365 Project Operations integrates with other enterprise systems. Thanks to this, it helps to drive business development in sales and delivery processes, without the need to integrate and replace existing systems. You can also easily scale Dynamics 365 Project Operations with Power Platform and other Dynamics 365 applications such as Microsoft Dynamics 365 Marketing, Microsoft Dynamics 365 Human Resources, and Microsoft Dynamics 365 Customer Service.

Soon Microsoft will announce more news and solutions to better support companies in their daily challenges!

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New RamBase features and solutions!

Posted on 11 September 202012 January 2021 by itvision

However, the year 2020 also brought a lot of positive changes and news. Among them are undoubtedly New RamBase features and solutions. An ERP system perfectly suited to production and distribution companies.

Discover new RamBase features and solutions

A modernized interface of the mobile application
Access to invoices approval from the mobile app. Thanks to this, you can manage invoices on the go, all you need is access to the phone.
New cost method in the finance section. The FIFO method gives more management options to international companies
Open supplier and customer portal. Any company using RamBase can offer access to the supplier and customer portal. By giving them access to the basic self-service options of the RamBase system. The portal facilitates the support of suppliers and customers, and also allows them to help themselves.
Single sign-on feature. The solution simplifies access to all system functionalities. It requires only one username and password, thanks to which you have access to all solutions.

Users appreciate the RamBase system!

During this year’s conference, we also got to know the new story of the RamBase customer. Seagarden used multiple distributed management systems. The company wanted to change this by looking for an ERP system from other suppliers, but they were not able to meet the company’s requirements and expectations. Only the implementation of the RamBase system allowed Seagarden to improve the functioning of the company. And the organization obtained a solution perfectly suited to their needs.

In Poland, companies also appreciate the system. IT Vision implements RamBase at a new customer. More information coming soon!

Continuous development and improvement of the system

The RamBase system is developing and better and better adapted to the expectations of customers. We also make sure that the system is friendly to the Polish user. Seeing the new changes and directions set by RamBase, we are glad that we can offer a solution on the Polish market.

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Microsoft Endpoint Manager

Posted on 14 August 202012 January 2021 by itvision

Microsoft Endpoint Manager – productivity from any device, anywhere

Brad Anderson (Corporate Vice President of the Commercial Management Experiences) at Microsoft Inspire talked about the importance of Microsoft Endpoint Manager and Microsoft 365, the move to the cloud and the importance of cloud solutions

Anderson began by recalling what the pandemic has taught us as entrepreneurs.

You have to be in the cloud for agility and access.
The importance of conditional access and zero trust.
Keep your remote users just as productive, secure and efficient (or more).

Microsoft Endpoint Manager, Microsoft 365

Changed spending priorities

Undoubtedly, the new situation has changed the priorities of spending. COVID-19 will have a major impact on the finances devoted to IT. 33% of companies predict that total IT spending in the coming years will be lower than forecast. By contrast, 41% believe they will stay the same.

Greater importance of safety and mobility

Brad Anderson predicts that due to the current situation, companies will increase and strengthen areas such as cybersecurity, remote work, infrastructure services, mobile end devices and company management mobility. All these areas can be built and extended around Microsoft 365. Productivity, management, identity, but also security can be built around Microsoft’s platforms(including Microsoft Endpoint Manager). Importantly, the solutions are appreciated by IT and users. They are also distinguished by high trust among everyone.

Anderson encourages you to move your work and solutions to the cloud. It is important to modernize solutions also among your customers. Moving to the cloud and becoming more and more digital companies is an opportunity for success in the current situation. The trend of migration to the cloud is already visible. Companies that fail to do so in time will have less chance of doing well in an age where more and more activities are carried out online.

Microsoft 365 and Microsoft Endpoint Manager undoubtedly increases work efficiency and user satisfaction.

In support of this thesis, Anderson cites some data on the use of Microsoft 365:

85% reduction in boot time
Instant resume
2x battery life
85% reduction in crashes

Importantly, the improvements are noticed by users.

Microsoft 365 also affects employes:

38% more likely to feel that their PC experience helps them best serve customers/stakeholders
75-point increase in net promoter score.
121% more likely to feel valued by their company.

If you are not convinced yet, is it worth implementing Microsoft solutions? Click on the link and find out more:

LINK

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Dynamics 365 and Power Platform – intelligent business cloud

Posted on 7 August 202012 January 2021 by itvision

Dynamics 365 and Power platforms are intelligent business cloud tools. This year working in the cloud has become even more desirable. That is why many companies have decided to migrate their solutions to the cloud.

The best developing companies around the world are using cloud solutions. 97% of Fortune 500 companies use the Power Platform, and 57% of Dynamics 365. These results show not only the huge role of mobile solutions. They are also a proof of great trust in Microsoft products.

Dynamics 365 in cloud and power platform

Alysa Taylor, corporate vice president for the Cloud Marketing Business Applications and Global in Microsoft emphasizes that customers want to see the value of implemented solutions as soon as possible. Not in years or months, but in a week or even days. Microsoft makes sure that this need can be met.

Read system startup in 1 day – LIAD

What are the advantages of Microsoft’s business applications:

Fast time to get value.
Intelligent solutions.
Data driven business outcomes.
Integrated and extensible solution.

Dynamics 365, business cloud, power platform

Intelligent business cloud and Power Platform

Intelligent business cloud from Microsoft is a series of applications that improve the work of the entire business. It supports areas such as sales and marketing, services, finance and operations, and trade.

On the other hand, the Power Platform solutions include:

Power BI,
Power Apps,
Power Automate,
Power Virtual Agent.

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*I consent to the processing of my personal data by IT Vision Sp. z o.o., registered office in Kraków, at J. Chełmońskiego 166 Street. I am aware of the right to access my data and the possibility of correcting it, and that my consent may be revoked at any time by submitting a written request to stop processing personal data. Providing data is voluntary, but necessary to contact from IT Vision Sp. z o.o. Więcej