Sales in Dynamics 365 (CRM)

October 24th, 2017 by Stephen Jones No comments »


Watch this video for an overview of how Microsoft empowers sellers to drive personal engagement with customers.


Watch this video for some highlights of how sellers leverage key capabilities like actionable insights, relationship management, sales productivity, and sales performance.

Dynamics CRM Customer Hub

October 24th, 2017 by Stephen Jones No comments »

The Customer Service Hub shows you all your vital customer service information in one place, and makes it easier for reps and managers to prioritize and act on service cases.

Expertly manage your cases, engage with your customers, and create activities directly from the timeline. With full access to a customer record, as well as related cases, entitlements, and knowledge articles, the case form in the Customer Service Hub app in Dynamics 365 for Customer Service helps you quickly find and act on data as you work toward case resolution.

Use the modern and intuitive dashboards in Customer Service Hub in Dynamics 365 for Customer Service, you can filter the information that is most important and requires immediate focus, and take decisive action.
The Tier 1 dashboard helps you find your cases and the things you need to do fast. Use visual filters and tiles to decide what you want to see and work on. The Tier 2 dashboard gives team leads and managers a single place to monitor more complex or escalated cases.

October update Dynamics 365 Project Service Automation (v2.1.0.30) Enhancements

October 24th, 2017 by Stephen Jones No comments »

New capabilities enabled for this upgrade release
• Added Billing Type field on expense tax invoice line details.
•Added Role (resource category) column between Task Id and Transaction Category columns for Actual associated view.
•Improved performance by avoiding unnecessary WBS aggregation on update task.
• Localized label and better description for invalid action on MS Project label.

Below are the major bug fixes for this upgrade release
•Time entry created in the week of DST transitions to Standard time shows up on the following day. 
• Importing Estimate lines onto Quote line from Project for a 2nd time results in an error “record is unavailable”.
• Contract performance does not show milestone amount in the Billed amount for FP line.
• “Record Is Unavailable” error is shown after navigating to and deleting the cost side detail record from a quote line detail.
•WBS view UX issue with column heading width and Gantt scrollbar.
• European number formatting not respected on the quick create UI for estimated hours when creating project from template.
•In MS Project, after Find Resources and book a resource, the resource sheet is not refreshed.
• Hitting “This action is not allowed for projects linked to MS Project.” error when trying to book a team member on MSP-link project, with non-contiguous booking slots.
• Error pop-up when deactivating Resource Request.
• Generic resource is not using work hour template from project.

NOTE: This upgrade release can only be installed/upgraded for Dynamics 365 9.0+ org

Universal Resource Scheduling Enhancements
Below are the major bug fixes for this upgrade release
• Schedule board error when time zone set to GMT-3 Brasilia.
• Schedule board shows no resources available until switching from Hours view to Day view.
• Map pins are not refreshed when moving to next page of resources while in RM.
• Requirement map pin loses focus when searching for availability.
• Handle escaping requirement name on Schedule Board.
• Maintain Bookings not opening in the correct view.
• Cancel bookings route also showing in the mini map in schedule board.
• Hide inactive resource characteristics from resource fly out.
• Booking duration and percentage is not changing when cancel the booking after the moved bookings to different day. Cannot sort or filter fields added to requirement view on schedule board from other entities.
• Changing territory filter on board does not take immediate effect on the requirement tabs when Apply Territory Filter is enabled.
• On Schedule board, inconsistency in calculating the available capacity between hourly and daily view.
• Duration value is not updated when the requirement detail is deleted.
• Incorrect duration time on view details tooltip template in RM mode.
• On click of “Load Default filter” not clearing all controls in Filter control.
• Resource driving directions print window, print icon is missing next to print label.
• Add Fulfilled/Remaining Duration fields to the Requirement form.

NOTE: Enhancements and bug fixes for Universal Resource Scheduling apply for Field Service and Project Service Automation as well as other schedulable entities.

October 2017 updates for Dynamics 365 for Field Service.

October 24th, 2017 by Stephen Jones No comments »

Field Service (v 7.1.0.33) Enhancements enabled for this upgrade release:
• Added a new view that shows only Field Service based Quotes and Field Service based Orders and link it to sitemap in Field Service.
• Added switch to turn off address suggestions at Field Service settings.
• Handled querying Service Territory offline to improve performance.

Share the schedule board:
You can now share the schedule board with specific people, everyone, or yourself only.
Just me – Only the owner of schedule board settings record sees it. This must be a Dynamics 365 user.
Specific people – Only users with read access to that schedule board settings record see this. This can be based on having higher security rights, or if the record is shared using Dynamics 365 Share functionality.
Everyone – If the user has access to use the schedule board, they will see these boards.

Dim unavailable resources: When searching for availability on the schedule board, resources that are unavailable in the search can either be dimmed, or removed from the schedule board. A user who only wants to see a specific set of resources can choose to dim unavailable resources instead of removing resources that are not a match while a user without this requirement can have unavailable resources completely removed from the board. This setting can be changed in the schedule board tab settings.

Fixes for this upgrade release:
•Schedule assistant is not displaying resources as per Requirement Resource Preference (Restricted/Preferred) on IE11 Browser.

NOTE: This upgrade release can only be installed/upgraded for Dynamics 365 9.0+ org.

Universal Resource Scheduling Enhancements

Fixes for this upgrade release
•Schedule board error when time zone set to GMT-3
•Schedule board shows no resources available until switching from Hours view to Day view.
•Map pins are not refreshed when moving to next page of resources while in RM.
•Requirement map pin loses focus when searching for availability.
•Handle escaping requirement name on Schedule Board.
•Maintain Bookings not opening in the correct view.
•Cancel bookings route also showing in the mini map in schedule board.
•Hide inactive resource characteristics from resource fly out.
•Booking duration and percentage is not changing when cancel the booking after the moved bookings to different day.Cannot sort or filter fields added to requirement view on schedule board from other entities.
•Changing territory filter on board does not take immediate effect on the requirement tabs when Apply Territory Filter is enabled.
•On Schedule board, inconsistency in calculating the available capacity between hourly and daily view.
•Duration value is not updated when the requirement detail is deleted.
•Incorrect duration time on view details tooltip template in RM mode.
•On click of “Load Default filter” not clearing all controls in Filter control.
•Resource driving directions print window, print icon is missing next to print label.
•Add Fulfilled/Remaining Duration fields to the Requirement form.

NOTE: Enhancements and bug fixes for Universal Resource Scheduling apply for Field Service and Project Service Automation as well as other schedulable entities.
Documentation site at https://docs.microsoft.com/dynamics365/, and then choose the What’s new tile.

Diwali greetings 19 October 2017 from Synergy Software Systems

October 19th, 2017 by Stephen Jones No comments »

Known as Deepavali, a Sanskrit word meaning “rows of lighted lamps”, it is one of the most popular Hindu festivals celebrated across South Asia. But it is also celebrated by Jains and Sikhs.

Diwali, the festival of lights, sees millions attend firework displays, prayers and celebratory events across the world every autumn. The main theme is the triumph of light over darkness and good over evil something to which we can all relate to no matter what our religion.

Diwali falls between October and November, but the exact date changes each year as it is marked by the Hindu lunar calendar. It lasts five days in total, with the festival of lights falling on the third days of celebrations, which is marked on the 15th day of the Hindu month Kartik. This year that falls on 19 October.

The festivities begin with Dhanteras, followed by ‘Narak Chaturdasi’, Deepawali on third day, ‘Diwali Padwa’ on fourth and ends with ‘Bhai Dooj’

May The Beauty Of Deepavali Season
Fill Your Home With Happiness,
And May The Coming Year
Provide You With All
That Bring You Joy!

When You Can Make Someone Else Smile
When You Can Be Someone’s Ally
That’s When You Can Yourself Be Glad
That’s When You’ll Have A Happy Diwali!

Deepawali Ka Ye Paawan Tyohar,
Jeevan Mein Laye Khushiya Aapar,
Laxmi Ji Viraje Aapke Dwar,
Subhkamnayen Hamari Karen Sweekar!!
Wish You And Your Family A Very Happy Diwali

Please note that Synergy offices will close at 5 pm today.

VAT registration U.A.E. – act now deadlines are imminent

October 17th, 2017 by Stephen Jones No comments »

The UAE Federal Tax Authority (FTA) online portal is open 24/7 to allow for taxpayers to register for VAT purposes. The FTA has also determined the deadlines for the application for VAT registration based on business turnover.
For larger companies VAT registration is required by 31 October 2017, and such businesses should
immediately consider the timeline requirement given their turnover profile and the other registration
requirements.
Businesses that are required to register for VAT will need to set up an online account on the FTA website and complete the VAT registration form.

The FTA has announced that a phased registration approach has been introduced. In particular, those businesses that meet these criteria must comply with the relevant application dates for registration:
● Businesses with an annual turnover exceeding AED 150 million must apply for registration by
31 October 2017
● Businesses with an annual turnover exceeding AED 10 million must apply for registration by 30 November 2017

● Remaining businesses with an annual turnover exceed the mandatory registration threshold
(expected to be AED 375,000) must apply for registration by 4 December 2017
Prior to the fulfilment of the VAT registration form, the FTA provides a “Getting Started Guide” that shares essential information that businesses should be aware of. This includes information on the registration criteria, registration of a VAT group, and necessity to register if only zero-rated supplies are made.

Additional details clarifying the VAT registration mechanism are found in the VAT registration guide, a document posted on FTA online portal under the “Advice” tab. This document captures the
calculation of turnover for VAT purposes, a walk-through of VAT registration through the FTA
registration portal, registration of a VAT group and types of books and records required to be held by a
taxpayer to ensure accurate tax compliance.

We strongly advise for businesses to visit the FTA website to initiate their VAT registration application by
their applicable deadline after having considered the guidance provided by the FTA and other advice
as required (for instance VAT Grouping).
Businesses should allow time to compile the required information for the VAT registration.

Cumulative Update 13 for Microsoft Dynamics AX 2012 R3 is available for Synergy Software Customers

October 17th, 2017 by Stephen Jones No comments »

Compatibility:
Windows Server 2016 is supported with AX 2012 R3 CU 13.
Microsoft Visual Studio Team Foundation Server 2017 is now supported with AX 2012 R3 CU 13.
Microsoft SQL Server 2016 SP 1 is supported with AX 2012 R3 CU 13.

Cortana intelligence services management – showcases Recommendations API integration in Dynamics AX 2012 R3.
Use this capability to create a machine learning model and train that model generate recommendations.
Use this as a reference implementation, and then connect more Cognitive Service APIs or to bring other Cortana intelligence based insights into your Dynamics AX solution.
For more detailed information, review the Cortana Intelligent Services management white paper – available from us on request.

There are a number of enhancements/hotfixes related to DIXF.
A new feature enables an alternate way to report a carry-forward budget. The feature maintains the carry-forward status on relieving documents that were based on an originating document carried
forward.
(If you change functionality mid-year, and not after year-end, then retroactively update the budget for any transactions for the current year.
This feature cannot be disabled after it’s enabled, because transactions which )would not be considered carry-forward might have occurred using the alternate configuration
)

Reprocessing of documents against Budget control. When issues are found, the budget manager can inquire into the documents that were found and reprocess these. After reprocessing, the data maintenance process
becomes a read-only record of the documents that were found, as well as showing the results of the reprocessing.
To update the Ledger takes a long time to run Advanced ledger allocation basis rules, as the TempDB fills up -this addresses that issue.

Many retail enhancements – here are a few:

In Retail the maximum number of fields you can add to a receipt footer is increased from 50 to 100.

Customer data privacy – extra fields in the Customer table indicate privacy choices, such as do not call,
email, text, and so on, for all interfaces in all channels

A Post-sync channel DB clean up will reduce data volume.

The X Report and Z Report (in POS and HQ)will no longer include the amounts from the sales quotations.

A feature is added to display/check loyalty card point balance on the Customer detail, Store operation and Loyalty payment page.

A performance issue arises on the Retail Sales form when there are a large number of SQL records in the AX database. KB 4024615 hotfix adds a Search button, and changes the process so that the query is run only when the button is clicked.

A new control allows users to sell (and return) items outside the store assortment.
A credit memo is created without reference at AX HQ if the credit memo is created during a time when the network at the store is down. KB 4021760 hotfix clears the credit memo that was created previously before creating a replacement.

These are some SCM enhancements that also impact performance:
‘Select packing slip’ takes a long time to process for an intercompany Sales Order when the sales policy is set to Unit price equal to cost price – whichis common practice.
KB 3212427 hotfix resolves the performance issue by optimizing data access and improving the performance of the business logic.

When you have a large number of bills of materials (BOMs), bill of materials lines, or BOM versions, you may experience that the performance of the BOM circularity check, that is optimized for high complexity, is not
acceptable. The hotfix he hotfix improve performance of the BOM circularity check, that is optimized for high complexity, in scenarios where you have a large number of bills of materials (BOMs), bill of materials lines, or BOM versions.

VAT in the U.A.E. – time to act.

October 16th, 2017 by Stephen Jones No comments »


VAT, as a general consumption tax, will apply to the majority of transactions in goods and services. A limited number of reliefs may be granted.

As a result, the cost of living is likely to increase slightly, but this will vary depending on an individual’s lifestyle and spending behaviour. If an individual spends mainly on those things which are relieved from VAT, he is unlikely to see any significant increase.

The government will include rules that require businesses to be clear about how much VAT an individual is required to pay for each transaction. Based on this information, individuals can decide whether to buy something.

Implication of VAT on businesses

Businesses will be responsible for carefully documenting their business income, costs and associated VAT charges. Businesses that meet the minimum annual turnover requirement (as evidenced by their financial records) will be required to register for VAT. Businesses that do not think that they should be VAT registered should maintain their financial records in any event, in case the ministry needs to establish whether they should be registered. The FTA does have the power to conduct audits on taxable persons and subsequently impose penal measures on those that are not compliant with the law.

A business must register if the total value of their taxable supplies made within the UAE exceeds the mandatory registration threshold over the previous 12 month period, or they anticipate making taxable supplies with a value exceeding the mandatory registration threshold in the next 30 days.

The mandatory registration threshold is AED 375,000.

A business may also apply to register if they do not meet the mandatory registration criteria and the total value of their taxable supplies or taxable expenditure in the previous 12 months exceeds the voluntary registration threshold, or they anticipate that the total value of their taxable supplies or taxable expenditure will exceed the voluntary registration threshold in the next 30 days.

The voluntary registration threshold is AED 187,500.

For the purposes of understanding whether a registration obligation exists, a taxable supply refers to a supply of goods or services, made by a business in the U.A.E., that may be taxed at a rate of either 5%, or 0%. Imports are also taken into consideration for this purpose, when a supply of such goods or services would be taxable when made within the U.A.E.

VAT registration require some official documents. Before submission of an application some important documents must be completed. Businesses will get VAT registration in the form of a VAT certificate, with the help of official documents. Every VAT certificate will have a specific identification number. The identification number will be essential for all the tasks to be carried out for VAT in UAE.

The process for VAT registration and fee submission will be done online. Following documents are required for the registration of VAT in UAE.
1. Copy of Trade License
2. Passport copy of the owner/partners who owns the license
3. Copy of Emirates ID of the owner/partners who owns the license
4. Memorandum of Association (MOA)
5. Contact Details of company (complete address & P.O Box)
6. Concerned person contact details
7. Email of the concerned person
8. Copy of all bank accounts and statements including IBAN
9. Owner has any other entities?
10. Income statement for the last 12 months
11. Expected revenue and expense for the next 30 days after VAT implementation
12. Are they exporting, or importing?
13. Are they dealing with any custom department? If yes. What is the custom code?
14. Are they doing business with any other G.C.C. country? (Country name)
15. If these are representing more than one entity, whether they want one tax group number for allof the entities, or separate tax numbers for each entity.
16.Experience of business (Owners or directors involved in any previous businesses before for the last 5 years?)

The submission of the documents will be done when you have registered online.
After online VAT registration and fees payments, you will be allowed to submit the documents. After the verification of the documents and completion of the process, a VAT certificate will be provided.

VAT will be charged at 0% in respect of the following main categories of supplies:

Exports of goods and services to outside the GCC States that implement VAT
International transportation, and related supplies
Supplies of certain sea, air and land means of transportation (such as aircrafts and ships)
Certain investment grade precious metals (e.g. gold, silver, of 99% purity)
Newly constructed residential properties, that are supplied for the first time within 3 years of their construction
Supply of certain education services, and supply of relevant goods and services
Supply of certain Healthcare services, and supply of relevant goods and services

The following categories of supplies will be exempt from VAT:

the supply of some financial services
Residential properties
Bare land
Local passenger transport

Registered businesses and traders will charge VAT to all of their customers at the prevailing rate and incur VAT on goods/services that they buy from suppliers. The difference between these sums is reclaimed or paid to the government.

VAT-registered businesses generally:
• must charge VAT on taxable goods or services they supply
• may reclaim any VAT they have paid on business-related goods or services
• keep a range of business records which will allow the government to check that they have got things right.

VAT-registered businesses must report the amount of VAT they have charged and the amount of VAT they have paid to the government on a regular basis. It will be a formal submission and it is likely that the reporting will be done online.

If they have charged more VAT than they have paid, they have to pay the difference to the government. If they have paid more VAT than they have charged, they can reclaim the difference.

Please note there will be a year end rush on consulting services we have already received over 100 inquiries for software consulting support so don’t leave it too late.

SQL Server 2012 Service Pack 4 (SP4) is available

October 16th, 2017 by Stephen Jones No comments »

SQL Server 2012 Service Packs, Service Pack 4 (SP4). This release of SQL 2012 Service Pack has 20+ improvements centered around performance, scalability and diagnostics to enable SQL Server 2012 to perform faster and scale out of the box on modern hardware design.

SQL Server 2012 SP4 includes all the fixes up to and including SQL Server 2012 SP3 CU10

Dynamics 365 October update

October 10th, 2017 by Stephen Jones No comments »

Several enhancements and new capabilitiestwill be rolled out to customers of the Dynamics 365 Customer Engagement services for: Sales, Customer Service, Field Service, and Project Service Automation.

User productivity

Employees interact with business data across different form factors on-the-go. It is important for them to get a consistent experiences and behavior across all types of devices. With this update, the Dynamics 365 applications get a refresh of the web user interface that will help employees achieve higher levels of productivity. The user experience includes consistent color themes, uniform page structuring and spacing, font standardization, and containers for related data.A new, Unified Interface powers Dynamics 365 for phones and tablets app and Dynamics 365 App for Outlook.

Users will see customer data in easy-to-read ‘containers’ that streamline data entry for improved employee productivity. The new experience reduces the need for scrolling on the form and leverages enhanced use of whitespace. It also allows for text wrapping, and an updated business process experience that they can expand and dock on-demand as needed.

The new timeline control gives a single sequential view of activity, notes, and posts across the time horizon that can be filtered easily to show relevant data. The record navigation experience makes it easy for employees to find and navigate to critical data with minimal clicks.

Microsoft Flow is provided in the context of Dynamics 365 to provide the user direct access to a list of active flows that are user-owned, as well as the ones enabled from their organization, to automate tasks and workflows between apps and services. Users can invoke flows from the site map, grid, and detail forms of records. This capability is now available on all form factors: web, tablets, and phones.

Business application platform improvements
Significant enhancements to the business application platform across the design surface and integration options for Dynamics 365 applications will support an organization’s ability to launch changes quickly at Microsoft cloud scale. This release will bring the following new platform capabilities:

Data integration and management
With Virtual entities, application customizers can easily embed external data in Dynamics 365 without writing any code or replicating data. Customizers can integrate this external data into Dynamics 365 grids, forms, lookups, sub-grids, and find at runtime. You can use this data by creating a data source for your OData endpoint. For more advanced requirements, developers can implement their own data providers to suit their specific needs.

Security and compliance
Activity Logging and Security Information and Event Management (SIEM) systems integration with Dynamics 365 enables auditing and analysis of create, read, update, and delete actions, admin operations, and login events. This release enables scenarios for basic forensic investigation, reporting, access to SIEM systems, monitoring, and compliance.

Existing customers will start receiving these updates later this calendar year.
New customers, and trials for these Dynamics 365 applications ,will receive these updates this month.

.

Dynamics 365 for Finance and Operations, Enterprise edition platform update 11

October 10th, 2017 by Stephen Jones No comments »

Dynamics 365 for Finance and Operations, Enterprise edition platform update 11. This version was released in October 2017 and has a build number of 7.0.4679.35176.
For information about bug fixes : see the LCS article KB 4047244 for PU11 https://fix.lcs.dynamics.com/Issue/Resolved/1191076?kb=4047244&bugId=3869536

Some key new features:
Attachment presence and document count indicator

Auditing of user sign in and sign out
Copy legal entity configurations to a new legal entity
Support for display and edit methods in class extensions
Support for field arrays in table extensions

Excel tutorials

October 5th, 2017 by Stephen Jones No comments »

The Microsoft Excel team blog has moved to https://blogs.technet.microsoft.com/the_microsoft_excel_support_team_blog/.

Their new blog is mainly focused on support announcements and updates,

it seems to be missing the tutorial style content it used to have.

Meanwhile here are 40 excel tutorials you might find useful – https://dgtl.link/excel_tutorials.

Happy 25th anniversary Bayara

October 1st, 2017 by Stephen Jones No comments »

Just a short note of congratulations to our customer Bayara celebrating their 25th anniversary (just a year behind our 25th anniversary).

Its always satisfying to see our customers grow using the solutions we implemented and support for them, and proving that the right business systems and partner adds value.

Synergy Software Systems at the Microsoft Manufacturing Masterclass-

September 27th, 2017 by Stephen Jones No comments »

A packed house for the Microsoft Manufacturing Masterclass today with stimulating presentations on Digital transformation.

SQL 2016 new cumulative update releases

September 26th, 2017 by Stephen Jones No comments »

The 5th cumulative update release for SQL Server 2016 SP1 is available for download at the Microsoft Downloads site. Please note that registration is no longer required to download Cumulative updates.

To learn more please visit:
•CU#5 KB Article: https://support.microsoft.com/en-us/help/4040714/cumulative-update-5-for-sql-server-2016
•Understanding Incremental Servicing Model for SQL Server
•Microsoft ® SQL Server ® 2016 SP1 Latest Cumulative Update: https://www.microsoft.com/en-us/download/details.aspx?id=54613
•Update Center for Microsoft SQL Server: http://technet.microsoft.com/en-US/sqlserver/ff803383.aspx
The 8th cumulative update release for SQL Server 2016 RTM is now available for download at the Microsoft Downloads site. Please note that registration is no longer required to download Cumulative updates.

To learn more visit:
•CU#8 KB Article: https://support.microsoft.com/en-us/help/4040713/cumulative-update-8-for-sql-server-2016
•Understanding Incremental Servicing Model for SQL Server
•Microsoft ® SQL Server ® 2016 RTM Latest Cumulative Update: https://www.microsoft.com/en-us/download/details.aspx?id=53338
•Update Center for Microsoft SQL Server: http://technet.microsoft.com/en-US/sqlserver/ff803383.aspx