Evaluate Microsoft Dynamics

Integrated business management solutions for financial, supply chain and customer relationship management The success of your company is directly related to the success of the people who work for you. Microsoft Dynamics is a line of integrated, adaptable business management solutions that enable your people to make important business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software -easing adoption and reducing the risks inherent with implementing a new solution. These solutions automate and streamline financial, customer relationship, and supply chain processes in a way that can help you drive business success. Microsoft Dynamics comprises several unique software products to meet almost any business need.

Read on for more information about who these solutions are for, what they do, and how to get them. Or watch videos and demos to see why Microsoft Dynamics is the right choice for your people.

Who is Microsoft Dynamics for?

Microsoft Dynamics solutions include applications and services for retailers, manufacturers, wholesale distributors, and service companies, doing business domestically or in multiple countries. With these tools in hand, people in every key position in your organization can contribute to the success of your company. Microsoft Dynamics enhances all lines of business in your organization and delivers exceptional benefits in three critical areas:

• Financial management: Microsoft Dynamics solutions help you maintain control of your finances and manage them with a high level of efficiency. You can make complete, current financial information and reports available to anybody who needs it to perform business planning. Simplify and automate routine and repetitious functions, so your employees can focus on more critical tasks. Use Microsoft Dynamics to create the required financial and other reporting needed to realize flawless regulatory compliance.

• Customer relationship management (CRM): Microsoft Dynamics CRM and other customer relationship management tools help you maintain close contact with your customers and prospects, and manage sales and marketing initiatives and track their results. Microsoft Dynamics can also assist you in identifying emerging customer needs early and respond to them before the competitors do.

• Supply chain management: With Microsoft Dynamics, you can connect your entire supply chain in a productive, fast-moving flow. Assess the business value of your vendor and business partner relationships to make sure they suit your objectives. Offer sophisticated communicative, collaborative, and self-service capabilities to make it easy and compelling for other companies to do business with you. Increase efficiencies in distribution to improve customer satisfaction and reduce the cost of doing business.

To get an idea of how Microsoft Dynamics solutions support other business needs, you may want to review the following:

How do I know Microsoft Dynamics might benefit my business?

Gather all evidence to determine that you indeed could benefit from a business management solution. Once you know you want to use technology to advance your business, you still need to make several important decisions. We provide guidance to help you assess your business needs and get ready to review vendors and their products.

• Learn more about business management software systems and implementation strategies.

• See if any of the 10 signs you’ve outgrown your business software apply to you.

• Review this step-by-step guide to help you structure and shorten your software selection process.

• Use a blueprint to start developing an assessment (Word file download) to help you determine whether you need a new business management solution.

Can Microsoft Dynamics address the specific needs of my business?

Thousands of Microsoft Certified Solution Developers around the world have developed add-in products that extend Microsoft Dynamics to meet industry-specific and company-specific needs. They have experience working with Microsoft Dynamics solutions, and offer a range of services to help make your business successful.

In addition, you can customize Microsoft Dynamics software and services to your unique requirements. Customization may involve configuration of the entire solution or just for individual users, to enable them to more easily manage their workspaces for maximum productivity. In addition, to boost the value of key business relationships, you can make Microsoft Dynamics functionality available securely on the Web to employees, customers, vendors, and partners.

http://www.pargesoft.com/ Microsoft Dynamics Global Partner

Industry software for Microsoft Dynamics AX

Drive innovation faster with a standard solution that fits your industry needs

Microsoft Dynamics AX delivers a rich industry foundation on which partners build packaged vertical applications to help you improve your ability to cope with individual market dynamics. These strong industry capabilities deliver breakthrough innovation for organizations in key industries—manufacturing, distribution, retail, services, and the public sector.

News!
To accelerate this road map, Microsoft has acquired deep industry functionality for manufacturing, retail, and services, so these industry capabilities are now at the core of a single, standard solution.

This single, standard platform makes it easier to implement, maintain, and upgrade Microsoft Dynamics AX industry software, resulting in significantly lower total cost of ownership. For example, vertical templates, part of the Microsoft Dynamics Sure Step implementation methodology, simplify and speed up implementation while helping to ensure you can meet the demands of your specialized business.

Mark Holt, IT Manager for Cayman Chemical says this about his company’s decision to run a Microsoft Dynamics AX industry solution:

“We choose Microsoft Dynamics AX with the process manufacturing solution from Fullscope over Oracle and SAP because Microsoft’s industry solution enabled a better fit with our business processes instead of dictating a fixed set of industry practices. Microsoft’s move to add industry solutions directly in to Microsoft Dynamics AX provides a predictable industry road map allowing partners to focus on the vertical solutions that can keep pace with the rate of innovation.”

Manufacturing

Support discrete and process manufacturing environments with a single solution for greater flexibility and growth.

Apparel and textile
Process industries

Distribution

Identify market trends for effective demand planning and peak performance.

Advanced Demand Management

Retail

Manage retail products, processes, and relationships for greater profitability.

Retail Chain Manager

Services

Increased profitability and unmatched client service for firms providing services such as accounting, legal and management consulting firms.

Professional Services 

www.pargesoft.com Microsoft Dynamics AX Global Partner

Technorati Etiketleri: Microsoft Dynamics AX, Dynamics AX 2009, AX 2009, Retail Chain Manager ERP, Professional Services ERP, Distribution ERP, Manufacturing ERP, ERP, MRP, Microsoft ERP, ENG, Microsoft Dynamics AX 2009

Microsoft Dynamics CRM for Professional Services

Get tools to boost your success, whether your firm is in IT, advertising, legal, accounting, engineering, real estate, or another professional service.

- Improve your operations with a 360-degree view of your customers.
- Optimize the client management life cycle to drive more business.
- Gain deeper insights into your business to attract and retain more customers.
- Use the application development platform components to quickly develop custom solutions, such as asset management.
- Use the xRM framework to develop and deploy easy-to-use applications that improve knowledge management, service delivery, and the client experience.

Project Management

Manage projects more efficiently with the ability to track, monitor, and get highly detailed information about each project, activity, and task. With a comprehensive view of your customers and streamlined processes, it’s easier to complete projects on time and within budget.

- Deliver real-time views of client information across the enterprise, so everyone is working from the same data.
- Track activities, tasks, and expenditures and associate them with specific projects.
- Create personal, workgroup, departmental, or federated workflows with a handy wizard.
- Automatically assign activities to specific individuals or groups and use rules-based escalation to address issues in a timely way.
- Provide project administrators with dashboards to view project status at a glance.

Resource Management

Maintain up-to-date information about resources and their availability and provide that information to your staff. With the ability to integrate your CRM data with existing systems, you get the data you need to quickly address changes and stay within time and budget requirements.

- Get a centralized view of staff calendars and resources to make scheduling easier.
- Save time with simplified visual scheduling of both people and resources.
- Gain increased visibility into how well current scheduling and resource allocation are meeting your company goals.
- Set up a catalog of your services to track sales, incidents, and contracts and proactively identify issues.

Customer Management

Create strong customer relationships that help build repeat business and loyalty. With each new project, you can add to a knowledge base that you will be able to tap for future projects. As you become more customer-centric, you can improve profitability and customer service to gain a competitive edge.

- Manage and track all customer-facing activities.
- Identify trends and provide personalized service with access to real-time, actionable data.
- Use shared document repositories to improve the quality and efficiency of organizing teams, meetings, and deliverables.
- Take advantage of document version controls to accelerate approval workflows and deliver better service.
- Benefit from advanced security that helps protect client and firm data.

www.pargesoft.com Microsoft Dynamics CRM Partner

Microsoft Business Solutions-Axapta Product Builder

Microsoft^® Business Solutions–Axapta^® Product Builder simplifies and streamlines the process of ordering, planning and producing customized products, helping you to win more orders and increase customer loyalty.

Key Benefits:

- Your customers, vendors and employees can easily configure customized products

- Deliver customized products faster and more cost effectively by reducing the manual work involved in designing, planning and producing them

- An easy to use system that adapts to the needs of your customers and employees

Microsoft Axapta Product Builder enables your employees, as well as your customers, to configure complex products via a Microsoft Windows^® client or over the Web.

Microsoft Axapta is an all-in-one solution that gives you real-time connectivity across your business. The Product Builder is designed to work with other key functional areas in Microsoft Axapta, including the Enterprise Portal, Master Planning, Production, Sales and Purchasing to shorten delivery cycles and optimize product design and production planning.

Efficient configuration of customized products

Both your customers and your employees can use the Product Builder to configure customized products and quickly obtain accurate pricing and delivery dates. Your employees can configure products using the Product Builder within the Microsoft Axapta client. In combination with Microsoft Axapta Enterprise Portal, your customers can configure products through your company Web site to match their unique needs. With Microsoft Axapta Product Builder, your business is open to your customers 24/7.

The Product Builder enables you to create flexible product models which define each product’s configurable options according to variables such as color, size and materials. Products can then be configured which match your customers’ individual requirements based on the options provided in the product models.

When the product has been configured, your customers receive up-to-date pricing and delivery information based on their choices. Because Product Builder links to other modules within Microsoft Axapta, updates to products, prices and lead times are automatically reflected throughout the solution and on your company Web site. Your customers will always be kept up-to-date on the status of the products they want.

The Product Builder provides information on the price and delivery date for configured products

Deliver customized products faster and more cost effectively

Setting up the product models in Microsoft Axapta Product Builder is fast and efficient and reduces the potential for error. Through a series of menus and options, you define the criteria for the product models that are then used to configure products for individual orders.

When products are configured, the bills of material (BOM) and production routes are automatically generated for each sales order line. This results in less manual work required in production planning and scheduling and faster delivery of customized products to your customers. Pricing is also automatically calculated for each item on the configured BOM. And, as the Product Builder is connected in real time to the Master Planning module, delivery dates are calculated immediately with consideration of on-hand inventory and capacity availability.

Changes to product specifications are easily managed within the Product Builder. As BOMs are not pre-defined but are defined as products are configured, changes made to product models are reflected in BOMs created from that point on. This avoids the need to manually change hundreds of BOMs when changes to a product specification are made; you make the change once in the product model and that is all.

Microsoft Business Solutions–Axapta

Microsoft Axapta Product Builder is part of Microsoft Business Solutions–Axapta, a customizable, scalable and global Enterprise Resource Planning (ERP) solution that supports connectivity with your business community and provides you with a fast and powerful way to gain competitive advantage.

	Product Builder I
Product configuration	a. Integrated with Microsoft Axapta sales orders, purchase orders and production b. User dialog automatically generated from variable setup on product model c. Immediate item configuration based on customer input d. Generates production of specific bills of material for each configured item e. Can model all complex products f. Default values for variables depending on customers and/or inventory items g. User profiles on variables to only allow specific users to specify this variable h. Reuse of data from previous configurations if needed i. Generation of item numbers based on the model variables j. Configuration details can be printed on order documents using the standard Axapta document handling feature k. Price calculations based on customers’ choice of variables from product models l. Price calculations can be fixed amount, percentage or even programmed per variable m. Language texts offering user dialogs in preferred languages n. Export/import of product models Possibility of using sub models with inheritance of variables from top to bottom and visa versa
	Product Builder II
Validation Rules	a.Create validation rules for variables, groups of variables and a complete configuration b.Create rules that govern the allowed content of variables c.Add or remove values from enumerated text variables d. Assign values to specific variables based on the content of other variables e.Validate values and display an error message build from the condition f. Add or remove variables from the user interface based on customer choices g.Enable product models to deal with divergent national standards h. Validation rules can be made in X++ code i. Create rules that govern the allowed content of variables (each variable, for a group of variables, or for all variables in a complete product model) j. Assign values to specific variables based on the content of other variables k. Add or remove variables from the user interface based on customer choices
	Product Builder III
Routing integration	a.Allows the creation of production specific routes and job cards for each configured item b.Default routes, as templates for the routes created in the product model c. Inserts complete default route in product model
	Product Builder IV
Advanced Configurations	a.Provides access to all of the tables and classes in your Microsoft Axapta installation b.Makes it possible to create complex formulas for tasks such as the calculation of raw material consumption c.Incorporates facts from any Microsoft Axapta table into your product models d. Enables product models to deal with divergent national standards e.Allows you to create advanced calculations using X++ programming language. Variables can be declared as any table, class or data type in Microsoft Axapta. f. Unlimited calculations
	Product Builder for Enterprise Portal
Product Builder for Enterprise Portal	a.Enables configuration of products via the Internet using existing product models b.Available as an add-on to the Microsoft Business Solutions–Axapta Enterprise Portal – Customer Role. c. Same user-dialog as when configuring the item via the sales order line from the Windows version of Microsoft Axapta

www.pargesoft.com Microsoft Dynamics AX Global Partner

Microsoft Dynamics CRM for Government

 CRM for Government

State and local government and federal agencies can serve citizens and businesses more effectively with Microsoft Dynamics CRM services for government. Your organization can:

- Deliver timely, high-quality service that focuses on citizens’ needs. - Automate processes to improve efficiency and reduce costs. - Use technology to support collaboration and decision making across departments and agencies. - Rapidly deliver e-government, citizen service, and other government applications with the xRM framework

Business Intelligence

With access to real-time information and analysis, government agencies or organizations can use CRM tools to identify trends, evaluate citizen interactions with departments and agencies, and create strategies to enhance service and—at the same time—reduce costs.

- Capture and track data to respond quickly to changing constituent needs and legislative requirements. - Perform critical trend analysis based on real-time information. - Give administrators a real-time graphical view of organizational performance—from their desktops or mobile devices—with the ability to drill deeply into details.

Case Management

Social service agencies and related organizations are faced with growing caseloads and shrinking budgets. Microsoft Dynamics CRM case management tools help your agency increase its efficiency and reduce costs with streamlined processes and greater access to your critical data—all in one place.

- Centralized client records to remove the barriers to cross-agency collaboration. - Use automatic workflows to increase employee effectiveness. - Easily schedule follow-up appointments and use alerts for proactive notification. - Provide mobile access to constituent and case information, so workers in the field can be more productive.

Contact Center/311

Improve citizens’ ability to contact your agency—and your agency’s response time—with the Microsoft Dynamics CRM Contact Center/311 solution for call center, routing, and CRM integration. The faster your response, the greater value your agency can deliver to the communities you serve.

-Use electronic tools, such as interactive voice response (IVR) in combination with contact-center agents to speed issue resolution of phone inquiries. - Give knowledge workers the ability to work within Microsoft Office Outlook to review prior contacts and update records when responding to e-mail requests. -  Take advantage of a reporting dashboard to sort and report incidents by contact type (Web, phone, or e-mail) or by case type, case severity, or other key data to help ensure timely service.

Constituent Management

Managing your constituents’ interactions with your organization is critical to your effectiveness. Because Microsoft Dynamics CRM looks and acts like an extension of Microsoft Office Outlook, your employees will find it easy to use, so they can respond quickly to citizen needs.

- Provide highly secure, role-based access to constituent data. - Give employees relevant constituent information from one, centralized location. - Track constituent inquiries and requests, regardless of channel. - Target key messages to specific audiences and within specific geographic areas. - Automate workflows to improve service. - Get powerful analysis and reporting tools to simplify the identification of needs and problems and proactively address them.

Field Inspection

Microsoft Dynamics CRM helps personnel work from almost anywhere with highly secure access to constituent data and case management capabilities. They can gather site information, including photography, and resolve issues quickly with a history of an individual’s agency interactions.

- Give field personnel the ability to track applications, licensing, permits, and other relevant data from remote sites. - Collect, compile, and organize data from the field or remote offices and then synchronize it with other organizational software. - Automate code enforcement at various levels of government. - Integrate with geographic information systems such as Microsoft Virtual Earth and ESRI to display case information on maps.

Funds Management

Federal, state, and local agencies and educational institutions can simplify funds management—from acquisition to expenditure—with the Microsoft Stimulus360 solution. By manipulating data from various sources in a highly secure environment, it’s easier to analyze the results of funded programs.

- Track key performance indicators (KPIs)—such as job creation by city, county, and state—as well as related metrics, to determine the effects of funding. - Visualize data in rich KPI dashboards and interactive maps. - Use pre-populated content including legislative and regulatory links, report templates, and newsfeeds. - Improve governance and transparency through automatic capture of actions in a workflow history.

Grants Management

Today, many government agencies find it challenging to manage the approval, distribution, and tracking of grants with fewer personnel and limited resources. With Microsoft Dynamics CRM, however, you can streamline your grant management tasks to stay on time and within budget.

- Set up a standardized, electronic system that simplifies grant processing and helps ensure compliance with legislative directives. - Easily process and track payments through transparent integration with your back-end financial systems. - Automatically send notifications for grant-application status changes to replace time-consuming manual processes. - Generate task lists automatically for each stage of the grant process. - Evaluate and track solicitations so that distributions are awarded to the most-deserving applicants. - Work from within Microsoft Office Outlook for ease of use and productivity.

Personnel Management

Because your employees put your organization’s mission into action, effective personnel management is vital to your success. Microsoft Dynamics CRM helps ensure that your staff have the training and support they need, and that your organization’s human resources are efficiently deployed.

- Manage personnel, mission, budgeting, acquisition, inventory, training, public affairs, cases, and multiple business applications. - Provide offline data access and mobility options that help employees stay up-to-date and keep projects moving even when they are away from the office. - Get powerful reporting and analysis tools that make it easy to manage cases and identify problems at a glance. - Create automated workflows for personnel processes to reduce administrative tasks. - Help secure your data with by defining levels of access to applications and data, based on job roles.

Task Management

Microsoft Dynamics CRM offers both a powerful and flexible way to manage tasks and processes. At a time when managing government operations is more complex than ever, Microsoft Dynamics CRM gives you the ability to manage diverse tasks with fewer resources in less time.

- Automate manual processes for such areas as logistics, personnel evaluations, information requests, and awards and decorations. - Give authorized personnel visibility into all data appropriate to their roles. - Maintain an easy-to-follow audit trail that demonstrates accountability from beginning to end. - Create consistent processes and quality standards to improve workflows. - Get advanced reporting metrics for deeper data analysis.

Correspondence Management

New economic stimulus programs are placing added pressures on government agencies to be more accountable and transparent in their actions. At the same time, these agencies are expected to be more efficient with smaller budgets and less resources. Customizable solutions built on Microsoft Dynamics CRM that address some of your most pressing needs will get you on the road to improved accountability, transparency, and efficiency in a hurry. Allowing your agency or department to get a 360 degree view of all the organizations and individuals with whom you connect is critical for governmental organizations.

- Keep track of addresses, activities and correspondence around contacts. - Use powerful search tools to quickly find the information you want. - Build Ad-hoc reports around your organizational activities. - Everything you need to manage relationships with those both inside and outside of your organization available in one secure place

Composite Case Study: CRM in Local Governments

http://www.pargesoft.com/ Microsoft Dynamics ERP Global Partner

Microsoft Dynamics CRM Customer Videos

Dixon Hughes Accounting Firm

Dixon Hughes is an accounting firm that uses Microsoft Dynamics CRM to track its customers and prospects.
 



http://www.pargesoft.com/ Microsoft Dynamics AX / NAV / CRM Global Partner

Microsoft Dynamics NAV - RFI Global Services

See how British firm RFI Global Services uses Microsoft Dynamics NAV to cover operations all over the globe and become more efficient.



http://www.pargesoft.com/ Microsoft Dynamics ERP Global Partner

Microsoft Business Intelligence

Business Intelligence for Your Role

Microsoft Business Intelligence solutions build on your existing technology investments to help employees gain access to accurate, up-to-date information for better, more relevant decisionmaking.

Through role-based dashboards that work within the familiar, easy-to-use Microsoft Office environment, people get the information they need, when they need it – reducing training time, increasing productivity, and improving profitability across the enterprise.

Improve Performance Management

Microsoft Business Intelligence solutions allow you to leverage your existing technology investments to enable your IT staff to gain insight beyond the event logs and performance counters – helping staff identify root causes behind events and make course corrections that improve performance.

Microsoft Business Intelligence empowers IT staff to:

- Go beyond canned operational reports with integrated, interactive performance dashboards, comprehensive scorecards, and powerful analytics all built on Microsoft platform components.

- Aggregate seemingly disparate metrics into a single overall performance scorecard.

- With Managed self-service Business Intelligence, empower users to create their own ad-hoc reports using familiar, easy-to-use tools they already know.

- Identify patterns and exceptions with data trending.

- Understand performance issues such as capacity spikes or downtime with greater event detail.

- Rely on a robust security model that provides data security starting at web sites and dashboards, all the way down to cell-level detail.

- Deploy IT staff more efficiently.

Stay in Control of Profitability

Today’s financial professional needs integrated, accurate information to go beyond producing monthly reports and quarterly financial statements.

Microsoft Business Intelligence empowers Financial staff to:

- Gain visibility into the entire organization’s performance through familiar, easy-to-use dashboards that monitor key financial metrics.

- With an integrated, unified, trusted data platform, ensure data quality and create reports with numbers people can count on.

- Get up to speed quickly and spend less time on training by relying on tools you already know and use every day, such as Microsoft Excel.

- Minimize manual financial processes and reduce errors in spreadsheets.

- Enable organizational transparency to meet compliance requirements.

Empower process improvements

Operations managers need unified, accurate, up-to-date information to track inventory, analyze shipping costs, and resolve production problems quickly and efficiently.

With Microsoft Business Intelligence solutions, Operations managers are empowered to:

- Monitor and improve operational performance by consolidating data across multiple information sources.

- Gain visibility up and down the supply chain, across multiple locations and time zones.

- Support quality initiatives such as Lean Manufacturing and Six Sigma.

- Accurately forecast demand and spot trends to align resources more effectively.

- Measure and manage vendor performance.

- Analyze returns, exchanges, new orders, cancellations, raw materials and distribution costs.

- Optimize transportation methods by analyzing packing data and weights.

- Identify inefficient processes in production, customer service, and order processing. Get up to speed quickly and spend less time on training by relying on tools you already know and use every day, such as Microsoft Excel and Microsoft Outlook.

Capitalize on Sales Opportunities

Today’s sales team needs unified, accurate, up-to-date information to analyze sales forecasts, targets, quotas and customer buying patterns, and promotions—to drive sales growth.

Microsoft Business Intelligence solutions empower sales professionals to:

- Gain visibility into the sales pipeline sooner through familiar, easy-to-use dashboards and scorecards that track performance and monitor key performance indicators (KPIs).

- Analyze sales data and trends to identify issues and implement solutions that help meet sales quotas by target dates.

- Make accurate forecasts about future sales and get ahead of the next sales cycle.

- Understand and predict customer buying patterns to boost profitability.

- Analyze purchasing history to identify the best qualified sales prospects to increase effectiveness and productivity.

- Identify and capitalize on new sales opportunities in a fast-moving competitive environment.

http://www.pargesoft.com/ Microsoft Dynamics ERP Global Partner

Microsoft Business Intelligence - Video

http://www.pargesoft.com/ Microsoft Business Intelligence Solutions

Microsoft Business Intelligence - BI

Microsoft leads the industry in business intelligence solutions Microsoft business intelligence solutions are scalable and designed to evolve with your business. With continuous innovation since initial release, Microsoft business intelligence solutions are built on open, industry-wide standards – making integration with your other systems easier and less costly than the alternatives.

BI Benefits Improve organizational effectiveness Microsoft business intelligence enables you to create and manage information through an integrated system that includes core business productivity features, such as collaboration tools, search capabilities, and content management.

The workplace becomes highly efficient, resulting in cost savings and low total cost of ownership (TCO).

Enable IT efficiency while reducing costs With Microsoft business intelligence, you can cut costs and reduce complexity by leveraging existing IT investments to extend the reach of technology you already own.

Because Microsoft Excel, SQL Server and SharePoint are integrated and inter-operable, you can rely on your existing IT resources and skill sets for faster implementation and lower total cost of ownership.

BI In Action Accurate, integrated data empowers success at Northumbria University

Stakeholders at Northumbria University use Microsoft Business Intelligence solutions to gain access to near real-time, streaming reports to support effective decision-making.

"Within one year the team was able to launch the full decision support system, a user friendly web-based portal, called Northumbria World. It includes dashboards, scorecards, KPIs and advanced drill-down capabilities. We almost surprised ourselves with the rather quick and smooth implementation process -- it really exceeded expectations every step of the way."
Eugene McCrossan, Financial Planning Director for Northumbria

Conceptus Achieves Effective, Integrated Solution at Half the Cost Conceptus deployed Microsoft business intelligence solutions to achieve increased visibility into key data and trends at half the cost of a competitor.

"By choosing Microsoft, we gained an effective BI solution at half the cost of an alternative. We were able to use our existing CRM and ERP systems and our existing data warehouse for building the OLAP cubes."

Jeff Letasse, Vice President of Information Technology and Business Systems for Conceptus

http://www.pargesoft.com/ Microsoft Dynamics ERP and Business Intelligence

Microsoft Dynamics CRM

CH2M Hill president and EVP Mark Lasswell talks about CH2M Hill's selection of Microsoft Dynamics CRM. This video illustrates CH2M Hill's business drivers and highlights the cost-effectiveness of Microsoft Dynamics CRM vs. Salesforce.com. Join and see why CH2M Hill projected that Microsoft Dynamics CRM would cost CH2M Hill a fraction - only 25% - of Salesforce.com.

http://www.pargesoft.com/ Microsoft Dynamics CRM Global Partner

Microsoft Dynamics CRM – Social Networking

Social Networking for Sales Social networking also promises significant benefits for sales organizations by providing them with new ways to find, connect with, and understand their customers. Despite the opportunities, some uncertainty remains towards social networking in many sales organizations. Cautious or more established salespeople may view social networking as an unproven channel that takes them away from “core sales activities.” But for every hesitant salesperson there is a hungry and resourceful one that is looking for the next competitive advantage. Increasingly, sales organizations are realizing the benefits of incorporating social networking into their traditional sales processes.

Find and connect with new prospects In sales the hunt is always on for the next deal, and social networks provide a rich prospecting resource. Unlike traditional channels, social networks provide the added benefit of allowing a salesperson to gauge a prospect’s interest through their online profile before communication is initiated. For example, if done respectfully and in accordance with the terms of service for each social networking site used, prospects will often be more receptive when approached informally or through a common contact on a relevant subject than they would to a cold call. The Social Networking Accelerator for Microsoft Dynamics CRM provides key capabilities to help sales organizations gauge interest and find prospects by:

- Tapping into social networking contacts to jumpstart “warm” lead generation efforts.

- Identifying prospects by focusing on conversations and topics relevant to the product or service.

- Better measuring the online influence of each contact based on follower counts and postings.

- Leveraging online career information to better understand the contact or decision maker.

Engage in more meaningful conversations While they will not replace traditional relationship-building activities, social networks do provide sales organizations with a new tool to build and enhance relationships with prospects or customers. With the ability to quickly identify and integrate key online data points with the main customer data repository, salespeople can engage prospects and customers with all the relevant information at their fingertips. The Social Networking Accelerator for Microsoft Dynamics CRM can help sales organizations engage in more relevant conversations by:

- Engaging in online discussions with prospects and customers right within the core sales force automation solution.

- Viewing social networking conversation history within the customer system of record.

- Instantly seeing a social networking profile for each contact for a more holistic customer view.

- Effortlessly creating new contacts in Microsoft Dynamics CRM from social networking contacts.

- Easily creating an opportunity in Microsoft Dynamics CRM directly from social networking sites.

Better understand your customers Social networking sites can also provide a wealth of information about customers and their interests, lifestyles, and attitudes–data that might otherwise be difficult or impossible to acquire. Paired with the right analysis capabilities, publicly available customer data from social networking sites can provide an additional layer of insight into customer preferences, behaviors, and sentiment, which can lead to more successful sales interactions.

The Social Networking Accelerator for Microsoft Dynamics CRM can help sales organizations better understand customer attitudes and interests by:

- Leveraging interests and discussion threads for more relevant conversations.

- Sorting incoming messages by account, status, and other criteria for greater relevancy.

- Analyzing interests and discussion threads to hone in on key trends.

- Better tracking relevant professional events such as job changes and promotions.

- Leveraging out-of-box reports to identify chief online champions and influencers.

Social Networking for Customer Service Increasingly, customers are using social networks as an important channel to find, receive, and communicate information about the products and services they use. This change in customer behavior creates both opportunities and challenges for customer service organizations. Social customers expect service delivered through their channel of choice, often with a personal touch. And they are certainly not afraid to express their views or displeasure. Social networks provide a rich source of unfiltered feedback and a dialogue that can be invaluable in identifying service issues and spotting opportunities for product improvement. Thus, used correctly, social networking channels can help customer service organizations be more effective and create value for the business. In addition, social networks provide an interaction channel that not only helps remove perceived barriers between customers and companies, but may also reduce the cost of service. However, when all is said and done, social networking is another communication channel and something that should not be done in a vacuum. It needs to be embedded in the everyday processes of customer service organizations and delivered in a consistent manner for the true benefits to be realized.

Create an early warning system for product issues

One often mentioned observation about social customers is that they aren’t shy about sharing their experiences online. Tracked and harnessed, these opinions and views can provide a valuable early warning system for organizations and help them identify emerging problems or zero in on the top issues for a particular product. The Social Networking Accelerator for Microsoft Dynamics CRM can help customer service organizations better monitor and identify customer issues within Microsoft Dynamics CRM by:

- Proactively monitoring social networks for key words, complaints, and issues relating to a brand.

- Monitoring chronic complainers to identify top potential service issues.

- Seeing social networking conversation history right within the customer system of record.

- Tracking the number of influencers and followers of a given topic or issue.

Provide efficient multi-channel service By the very nature of its opt-in and shared interest structure, social networking can help customer service organizations address customer issues in a highly efficient manner. As these customers turn to social networking sites for help, organizations have the opportunity to help them en masse, for example, by posting information in relevant communities or providing self-help capabilities through the Web. This in turn can reduce call volumes and has the additional benefit of increasing satisfaction among the growing mass of customers who expect this kind of service. A report by DMG Consulting, a leading call center consultancy, shows new and emerging channels can help service organizations increase service coverage and reduce call volumes at a relatively moderate cost (Fluss, 2009).

The Social Networking Accelerator for Microsoft Dynamics CRM can help service organizations better address customer needs by:

- Making knowledge base articles publicly searchable so savvy customers can find information themselves without burdening the contact center.

- Addressing new issues by posting a response online quickly and automatically tracking responses.

- Leveraging the power of community-driven support as an additional channel.

- Instantly creating a case in Microsoft Dynamics CRM from online conversations and addressing the case through an established problem resolution process.

Tap into new feedback channels Social networking sites enable organizations to track service issues in more places, thereby gathering more intelligence on their products and on customer experiences with them. With social networking, customer service organizations have an opportunity to leverage unfiltered feedback to drive business improvement. For example, user communities may provide the first public feedback on a new product release, or usability hiccups may appear as an increase in user questions posted online. This kind of information can help customer service organizations create a valuable feedback loop, helping them improve the business while at the same time improving customer satisfaction. The Social Networking Accelerator for Microsoft Dynamics CRM can help service organization analyze and better leverage customer feedback right within Microsoft Dynamics CRM by:

- Tracking feedback by monitoring and participating in customer communities.

- Identifying the most talked-about issues and using them for improvement in products and services.

- Creating a mechanism to elicit feedback from customers and creating an idea repository.

- Conducting aggregate analysis and identifying key customer service trends and patterns.

Technology Requirements Social networking, in combination with customer relationship management, can enhance an organization’s marketing, sales, and service efforts. But to take advantage of social networks in a way that is consistent, sustainable, and open to analysis, organizations need customer management solutions that provide the right capabilities. By investing in Microsoft Dynamics CRM, companies receive:

- A holistic CRM suite with robust marketing, sales, and customer service capabilities for easy sharing of information and a 360-degree customer view.

- A familiar and easy-to-use interface through the native Microsoft Office Outlook® client for Microsoft Dynamics CRM.

- Seamless integration to key social networking sites, allowing Microsoft Dynamics CRM users to directly track and leverage data and relationships from them.

- Insightful analysis capabilities that enable organizations to capture and make sense of customer data.

- Robust workflow capabilities that can be used to capture and automate business processes.

- A CRM application built on a flexible service-oriented-architecture (SOA), providing a scalable and highly flexible infrastructure for innovation.

- An extensible data model that supports traditional CRM, but also provides the flexibility to address changing customer paradigms and new business models.

- Ease of customization that enables organizations to tailor the solution to their unique business needs.

Conclusion The surging popularity of social networking sites is indisputable. Yet many organizations still struggle to translate it into real business benefits. By acquiring tools that let them manage their social networking initiatives alongside traditional marketing, sales, and service activities, organizations can take advantage of social networking without losing focus on their core business. Ultimately, success will lie with those businesses that can integrate social networking’s wealth of customer data, unfiltered feedback, and informal conversations into existing customer management initiatives and processes. Microsoft helps our customers achieve this goal through the Social Networking Accelerator for Microsoft Dynamics CRM. This solution equips organizations with the capabilities to better listen, respond, and analyze social network activities. By applying that insight, Microsoft Dynamics CRM allows organizations to better integrate this emerging channel into existing business processes for a more holistic and effective customer management approach—something that will continue to be paramount for success.

For More Information For more information about the Social Networking Accelerator for Microsoft Dynamics CRM, see http://crm.dynamics.com/

http://www.pargesoft.com/ Microsoft Dynamics AX CRM NAV Global Partner

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CRM and Social Networking – Microsoft Dynamics CRM

The Intersection of Social Networking and CRM

What does social networking have to do with CRM? At the heart of any business are customers, and social networking represents an opportunity to build even more mutually rewarding and candid relationships with those customers. But for organizations to realize tangible business benefits, they need to better plan, manage, and measure their social networking efforts. This is precisely where CRM intersects with social networking.

Adam Sarner, Gartner analyst, contends that in social networking, “CRM is where you are going to see the ROI in the business model as opposed to anywhere else. It’s all about connecting and engaging in new ways with customers,” (McKay 2009). This isn’t surprising. Customers using social networks want meaningful engagement with companies. And businesses want a way to manage and measure their forays in social networking. When social networks and CRM work together well, businesses gain the ability to better listen to customer conversations and engage social customers on their own terms while managing and measuring their efforts to do so. Social networks, by bringing in otherwise untapped and unmanaged online conversations, also help organizations get closer to a true 360-degree view of the customer so they can further optimize their marketing, sales, and customer service efforts.

A combined strategy for richer customer interactions

The combination of social networking and CRM provides an enormous opportunity to enrich customer interactions and give businesses a way to manage and measure how they use social networking while successfully engaging social customers. A Gartner Research report calls social networking a “disruptive influence” on the CRM market, challenging companies to innovate and adjust (Metz, 2008). There are, however, some basic strategies that can help organizations better leverage social networking as part of their overall customer management strategy:

- Treat social networking as a new channel within CRM. Many companies already use CRM solutions to manage customers, contacts, interactions, and communications, so it makes sense to continue to use customer management tools when these activities move into social networking channels.

- Enhance and extend CRM through social networking. While social networking activities can be considered as an additional channel in CRM, they also extend and enhance the capabilities of CRM with new ways of engaging customers and managing conversations.

- Play to the strengths of both CRM and social networks. Use CRM and social networking sites together to better listen to customers, analyze information, and respond to customers in a way that’s meaningful to them.

Social Networking Accelerator for Microsoft Dynamics® CRM In order to help businesses implement these strategies, Microsoft offers the Social Networking Accelerator for Microsoft Dynamics CRM. Accelerators for Microsoft Dynamics CRM are add-on modules developed to address specific business needs. The Social Networking Accelerator allows Microsoft Dynamics CRM users to discover online conversations, identify influential people, and engage with them on social networking sites using their customer system of record—Microsoft Dynamics CRM. Additionally, the Social Networking Accelerator for Microsoft Dynamics CRM includes the same easy-to-use interface and industry leading analytics that allow organizations not only to capture data but also make sense of it. With the Social Networking Accelerator for Microsoft Dynamics CRM, marketing professionals can identify their most influential advocates and better manage the brand. Sales professionals can discover new leads and zero in on key data points, and customer service agents can proactively identify and address issues.

Social Networking for Marketing Perhaps the biggest benefactor of social networking is the marketer. Social networking provides marketing organizations with new insights into their brand, innovative ways to execute and track grass-roots marketing programs, and new methods to turn fragmented online conversations into actionable insights. To do so, though, organizations will need ways to monitor, understand, and participate effectively in those conversations and leverage them in conjunction with existing marketing programs and processes.  

Increase brand awareness The first step in engaging social customers is to listen to what they’re saying. While social networking sites provide a rich source of customer opinions and attitudes, the challenge is to capture this information in a useful form and in a way that benefits the business. The Social Networking Accelerator for Microsoft Dynamics CRM can help organizations increase the awareness of their brand and products and improve market sentiment by:

- Identifying key influencers in each product area to increase brand awareness.

- Automatically tracking public online conversations of interest within the customer system of record.

- Rating and tracking the sentiment of specific social networking conversations.

- Tracking online reaction to new announcements or developments.

- Keeping track of competitors by monitoring their public online conservations.

- Using social networks as a source of market research by creating online focus groups.


Better leverage online channels Social networks can also provide an excellent opportunity for grass-roots online marketing initiatives. Because social networks tend to be egalitarian and informal, they have the potential to appeal to customers at a personal level in a way that’s difficult through traditional channels. Marketing via social networking sites, however, does not replace traditional marketing. Instead, it should be treated as an additional channel with its own unique characteristics that complement other marketing efforts, an approach that can ultimately enhance the effectiveness of all channels. The Social Networking Accelerator for Microsoft Dynamics CRM can help marketing organizations engage social customers while managing and tracking their efforts by:

- Quickly spotting developing PR or perception issues and addressing them with pinpoint responses.

- Authoring social networking messages directly from the customer system of record.

- Automatically tracking responses to social networking messages or conversations.

- Seamlessly integrating social networking channels into existing marketing methodologies.

- Launching online marketing programs that engage social customers in their preferred environment.

- Seamlessly tracking responses and leads generated from online marketing efforts.

Measure results As social networks continue to emerge as a viable marketing vehicle, organizations will need flexible analytical tools to take that information and turn it into actionable insights. With these tools, social networking data can greatly enrich and expand upon information from traditional sources. The Social Networking Accelerator for Microsoft Dynamics CRM can help organizations capture useful data from social networks by:

- Identifying and tagging public online conversations about their product, brand, and industry.

- Analyzing message effectiveness by measuring impressions, replies, and other key metrics.

- Using pre-built analytics to track follower count and identify evolving trends in real-time.

- Gaining instant visibility into brand health with the Social Networking Dashboard.

- Using powerful analysis capabilities to identify the biggest online champions, influencers and complainers.

http://www.pargesoft.com/ Microsoft Dynamics AX CRM NAV Global Partner

Why Microsoft Dynamics solutions for automotive suppliers?

The automotive industry continually adopts new technologies to face emerging challenges. Original equipment manufacturers (OEMs) put pressure on tiered suppliers to reduce costs, increase output, improve quality, and deliver more frequently. To stay competitive, suppliers must implement more flexible, powerful, and responsive production systems.

Microsoft Dynamics business management solutions give automotive manufacturers the key capabilities needed to be more responsive to customers and suppliers. Our solutions can enable automotive companies and their suppliers to reduce time to market, improve plant floor production, and link supply chains more effectively to production.

Improve operations and reduce costs

Support a variety of release accounting methods, including cumulative order management, Kanban, and long-range forecasting 830 Production Release Transactions.

Help lower system costs by supporting lean manufacturing capabilities.

Develop profitable customer relationships

Provide a comprehensive view of customer information.

Coordinate multi-channel communications with customers.

Improve customer support by more effectively tracking and monitoring customer needs and requests.

Build connections to suppliers and vendors

Utilize automotive production demands to enable operations and suppliers' operations to react quickly.

Drive transparency down the supply chain to second- and third-tier suppliers directly from auto makers' forecasts.

Shorten development cycles by integrating product development with manufacturing, accounting, purchasing, and suppliers.

www.pargesoft.com Microsoft Dynamics AX CRM NAV Global Partner

Supply Chain Management in Microsoft Dynamics AX 2009

Streamline and automate business processes throughout the supply chain to improve planning, optimize inventory levels, reduce costs, and respond quickly to changes in customer and supplier demand. Supply Chain Management in Microsoft Dynamics® AX 2009 connects sales and purchasing processes with logistics, production, and warehouse management to provide real-time visibility throughout the supply chain. With the ability to integrate external business processes and support application-to-application connectivity, you can improve supply and demand planning to optimize inventory levels and increase reliability rates for execution and delivery. In addition, you can help simplify government and corporate compliance commitments by defi ning custom business rules and workfl ows based on risk scenarios.

Gain insight throughout the supply chain using your Role Center.

Empower people to work fast and smart with Role Centers that organize relevant tasks, information, and tools in a personalized view. Supply chain managers can gain deep insight into customer and supplier account data, pricing, trade agreements, and inventory with access to RoleTailored reports and custom data cubes. Warehouse managers can easily access tools to help them optimize item storage based on location types, space, pallet heights, and temperature requirements.

BENEFITS
• Improve customer service. Enhance the security and reliability of deliveries with the global available-to-promise (ATP) view, which provides delivery alternatives in the event of unexpected disruptions. Automate sales and purchasing processes, track and locate inventory items quickly, and help ensure accurate pricing and discounts to improve customer satisfaction.

• Reduce costs by optimizing supply chain management processes. Improve productivity, adapt internal processes quickly to meet new demands, and optimize processes across sites in the supply chain.

• Control and streamline inventory. Use powerful inventory management tools to improve forecasting and planning, match supply with customer demand, and create sales and purchasing forecasts based on specific items and time periods.

• Increase visibility throughout the supply chain. Empower users to view real-time data through a user-friendly interface and Role Centers that provide quick access to tasks and critical business intelligence (BI) information, such as key performance indicators (KPIs) and custom reports.

OVERVIEW Supply Chain Management in Microsoft Dynamics AX includes the following functionality:
• Demand forecasting
• Intercompany trade
• Inventory management
• Procurement management
• Vendor self-service portal
• Business-to-business trading partner integration
• Quality management
• Multi-site capabilities
• Order handling with trade agreements
• Item and lot number reservation and tracking
• Order promising
• RFID
• Distribution planning
• Returns management

Collaborate across boundaries with a Web services framework By connecting business processes and people across the entire supply chain, organizations can gain the insight they need to adapt to changing business requirements, streamline planning and inventory management, and deliver superior customer service. Supply Chain Management in Microsoft Dynamics AX provides the tools you need to exchange data with trading partners, customers, vendors, and other systems. With Application Integration Framework, the Web services framework in Microsoft Dynamics AX, you can access arange of out-of-the-box XML documents, including Advanced Shipping Notice(ASN), Sales Order, and Purchase Order. Exchange the documents using various transport mechanisms, such as file systems, Microsoft® Message Queuing (MSMQ), and outbound Web services.

Automate business processes with online services Automate and streamline business processes using a wide range of out-of-the-box Web services in Microsoft Dynamics AX 2009, or create and customize your own Web services using simple tools. Take advantage of payment services to integrate credit card processing, including preauthorization, authorization, and data tracking directly, into Microsoft Dynamics AX.

Gain quick access with Web-based portals
With Supply Chain Management in Microsoft Dynamics AX, you can obtain the real-time business information you need anytime, from any location. You can access the solution quickly from the Microsoft Dynamics AX client, or by using Enterprise Portal in Microsoft Dynamics AX, which is based on Microsoft Windows® SharePoint® Services and Microsoft Offi ce SharePoint Server. Regardless of how you access the data, the business logic is maintained in a single data set to maintain data integrity and enhance security.

Speed business insight with fl exible self-service BI tools Supply Chain Management in Microsoft Dynamics AX 2009 delivers powerful selfservice BI tools to people at every level of the supply chain. Gain quick business insight with the ability to monitor performance with predefi ned cubes, KPIs, and ad-hoc reports—all from within your Role Center. Share and modify data with ease by exporting to Microsoft Offi ce Visio® and Microsoft Offi ce Excel®, with the ability to use PivotTable® views.

http://www.pargesoft.com/ Microsoft Dynamics AX NAV CRM Global Partner

Professional Services for Microsoft Dynamics™ AX 2009

Working with federal, state, and local government agencies can be a challenge. Strict regulatory requirements and procurement agents can make it difficult just to break even on fixed-price contracts. To be successful, you have to manage this complexity and deliver a quality product or service while still making money. With Professional Services for Microsoft Dynamics™ AX, government contractors can help better manage project teams, increase employee productivity, and remain in compliance with complex government audit policies and procedures.

Integrate Financial, Human Resources, and  Project Management Information
Help connect disparate systems to integrate data for comprehensive pictures of your firm and accounts and streamline company- and project-related processes. Reduce redundant data entry and management efforts, improve accuracy, and increase staff productivity by integrating Microsoft Dynamics AX general ledger, purchasing, receivables, and time and expense functionality. Benefit from tight integration with familiar productivity software, including Microsoft® Office Excel® 2003, Microsoft Office Word 2003, and Microsoft Office Project Server 2003.

Benefits:

· Integrated firm-wide processes and information

· Compliance with government regulations

· Enhanced handling of time and expenses

· Easy management of requests for proposals (RFPs) and contracts

· Positive return on investment (ROI)

Remain Compliant with Government Regulations
Help collect and analyze project-related time and expense data and generate accurate, up-to-the-minute reports for government audits. View agency, department, contract, and project details in real time for an accurate accounting of progress and profitability.

Capture and Report Time and Expenses Efficiently
Capture customer, project, sub-project, or task-level time and expenses through a powerful Web-based, workflow-enabled time and expense entry interface. Standard features include document and line-item-level timecard and expense report approvals; integration with client and agency expense reimbursement rules; and automatic downloading of assigned tasks to timesheets and credit card statements to expense reports.

Track and manage multiple change requests throughout the lifetime of a project with complete roll-up and historical archival capabilities. Produce robust real-time reports that can be saved for repeated use.

Flexible Project Management Capabilities	Configure work breakdown structures (WBS) to suit your business needs; define matrix tables for costs and rates; and establish billing rules and revenue recognition methods.
CRM	Manage RFPs, contracts, quotations, and sales orders at an enterprise level within your business management system. Produce robust reports on pre- and post-sales activity
Detailed Job Analysis	Accumulate costs and analyze projects with drill-down capabilities at multiple levels. Flexible planning and reporting allow you to assign resources and report at the appropriate level of detail.
Customer Profile Folders and Templates	Customer and project folders allow you to create client-specific project billing rates, expense rules, and archive and retrieve historical staffing plans, estimates, purchase orders, invoices, and budget reconciliations.
Web-Based, Workflow-Enabled Time and Expense Entry	Maintain tight control over costs and shorten billing cycle time with automated approval processes for timesheets and streamlined processes for cash advances, travel advances, and credit card reconciliation. Set alerts on timesheets to indicate when time is not being entered as required, or when committed costs exceed budgets.
Customizable Revenue Recognition and Project Billing Rules	Define recognition at the company, customer, project, or activity level and pre-configure rules for percent complete, completed contract, time and materials, and fixed fees with tools that conform to the way your company works. Flexible billing parameters support retainers, fees, milestones, and progress billing.
Multicompany and Multicurrency Support	Your business can support distinct departments, offices, and companies and apply inter-company rules within one database. Track financial transactions within and between different departments and subsidiaries to help ensure an accurate overview of revenue and cost flows. Full multicurrency support enables you to perform automatic conversions associated with project budgeting, costing, billing, accounting, and reporting.
Microsoft Project Bi-directional Integration with Project Accounting	Full bi-directional integration with Project Server 2003 offers both increased team collaboration capabilities and ease of use. With powerful resource scheduling and tracking tools, your company can improve cost efficiencies by better managing the allocation of resources.

Manage Contract and Sales Opportunity Data More Effectively
When coupled with customer relationship management (CRM) functionality, Professional Services for Microsoft Dynamics AX can become a full-featured RFP-to-project management tool. Manage opportunities, contacts, RFPs, contracts, and transactions all in one place. And when you close a deal, you may convert quotations to sales orders with one-click ease.

Professional Services for Microsoft Dynamics AX also comes standard with a robust set of sales-pipeline and in-process sales reports, such as prognosis for quotation, won-lost, master planning estimates, turnover reports, campaign analysis, and business relations.

Achieve a Positive ROI
Because Professional Services for Microsoft Dynamics AX integrates closely with other powerful Microsoft technologies such as Microsoft SQL Server™ 2000, Microsoft Internet Information Services, and the Microsoft Windows® operating system, your firm can take advantage of existing IT investments and gain a fast return on your investment. And supported by a wizard-based configuration and system setup tool, Microsoft Business Solutions–Axapta®, now part of Microsoft Dynamics, has been shown to significantly reduce implementation times and total cost of ownership for customers.*

*Nucleus Research, Inc. The Real ROI from Axapta. Research Note E116, October 2004

http://www.pargesoft.com/ Microsoft Dynamics AX NAV CRM Global Partner