Archive for the ‘Dynamics 365’ category

Dynamics 365 Business Central 2022 release wave 2 – ask Synergy Software Systems

October 6th, 2022

This covers the new functionalities planned to be delivered to market from October 2022 to March 2023. 

Updates in 2022 release wave 2 include:

  • Seamless service: No matter the industry type of a small or midsized business (SMB), business users expect a dependable service and platform that they can run their business on.
  • Administration: Business Central delivers a set of features for better and improved communication about the health of each environment.
  • Application: Improve integration with Shopify. The finance and supply chain capabilities in Business Central are improved with several optimizations and enhancements so that users can run their business processes more efficiently.
  • Better with Microsoft 365: Improved the efficiency of collaborative business processes in Microsoft Teams. Users can pin cards inside Teams, and delegated admins can now use the Excel add-in.
  • Country and regional: In 2022 release wave 2, Business Central is generally available in more countries and regions.
  • Onboarding: Organizations can get to productive usage faster because it’s easier to discover and install apps.
  • Development tools: Now entirely Visual Studio Code
  • Power Platform: More efficient automation with Power Automate so that users can set up workflows for the specific needs of their organization.
  • This release wave contains features that must be enabled or configured by administrators, makers, or business analysts to be available for their users. For the complete list, look for all features tagged “Users by admins, makers, or analysts” in the release plan.

FUNCTIONAL ENHANCEMENTS

FeatureEnabled forPublic previewGeneral availability
Better bank reconciliation for checks and improved reportingUsers, automatically Sep 1, 2022Oct 2022
Extended text functionality for VAT clausesUsers, automatically Sep 1, 2022Oct 2022
Financial reporting replaces account schedulesUsers, automatically Sep 1, 2022Oct 2022
Find posted and non-posted document lines in searchUsers, automatically Sep 1, 2022Oct 2022
Flexible sorting in the Planning Worksheet pageUsers, automatically Sep 1, 2022Oct 2022
Make entry of variant codes requiredUsers by admins, makers, or analysts Sep 1, 2022Oct 2022
Post item charges for each step of the processUsers, automatically Sep 1, 2022Oct 2022
Service – minor improvementsUsers, automatically Sep 1, 2022Oct 2022
Simpler Shopify connectionUsers, automatically Sep 1, 2022Oct 2022
Track items that are used in projects, including picksUsers, automatically Sep 1, 2022Oct 2022
New VAT Date field on documents and entriesUsers, automaticallyOct 2022Oct 2022
Set up data exchange more easilyUsers, automaticallyOct 2022Oct 2022
Use multiple remit-to addresses for vendorsUsers, automaticallyOct 2022Oct 2022
Reverse payment reconciliation journal entriesUsers, automaticallyOct 2022Nov 2022

Dynamics 365 2022 Wave 2 Highlights

August 26th, 2022

The Microsoft Dynamics 365 and Power Platform 2022 second release plans, announced on 12 July 2022, provides users with a wide range of new capabilities and hundreds of new features. These product updates will roll out over the next 6-9 months.

. These release plans, can be overwhelming so here is a summary significant of updates for the different modules.

MARKETING

Scale a multi-brand business

Implement marketing strategies across multiple brands and product lines at scale and with more control over your marketing assets and data across brands.

Define their organisation structure and access roles to delve deep into the performance insights of a specific brand.

Key Features

  • All brands can use AI to extend and to customise marketing assets.
  • Control and organise all digital assets, content, journeys and customer preferences to align with multi-brand strategies.
  • Out-of-the-box campaign, and data segregation capabilities, across organisational boundaries will both help to reduce compliance risk.
  • Marketing analytics for each brand, region or department.

Lead capture forms to convert visitors to customers 

The new lead capture forms are an upgrade to the marketing forms in the Marketing Application. Enable moments-based marketing with real-time journey orchestration  to capture customer information, to enhance customer experience and to increase conversion rates. These forms vary based on past customer interactions, and can also validate data. Dynamic fields give an intuitive user experience.

Key Features

  • Create intuitive and engaging forms with a modern editor or use eye-catching templates to convert more visitors into customers.
  • Use smart forms to dynamically hide or display fields based on past interactions.
  • Enhance usability for your customers with advanced form validation.
  • Create new interactions with customer journeys whenever possible like sending a thank you email.

Extend your outreach with custom channels

A new capability to leverage real-time marketing in existing communication channels to easily engage your customers in critical moments in their journey. Insert proven channels into your journeys to boost customer engagement. Use real-time marketing personalisation, consent and analytics tools for content creation and delivery through your communication channels, e.g. SMS or WhatsApp.

Key Features

  • Create custom channels on top of the built-in channels of email, SMS, and push notifications for real-time, personalised targeting .
  • Create custom templates for your channels.
  • A new tile makes it easy to find channel templates to add into your customer journey.
  • Easy review of analytics for your custom channel

New segment builder

To target the right audience and improve returns on your marketing investment, build segments using natural language and an easy drag-and-drop logic builder, without need for technical know-how.

Build segments using leads and then target those directly with customer journeys. To help you build the right segments. preview the members and estimate the size of draft segments t

Key Features

  • Create segments directly based on attribute data for both contacts and leads.
  • Enrich segments with complex logic and scan across all attributes in the right pane and add those to your queries.
  • Preview and estimate the number of segment members as part of segment creation.
  • Use natural language to assist and ease the segment creation process.

B2B marketing with a new OOB analytics dashboard

New out-of-the-box analytics capability to track your pipeline development and to examine the performance of different customer journeys, marketing assets, and channels for the engagement and their contribution to each stage of your pipeline.

  Share the pipeline view between Dynamics 365 Marketing and Sales, to align your marketing and sales teams common objectives, to speed up your pipeline development.

Key Features

  • Track your business pipeline develops from lead generation to won opportunities to optimise the key stages through the OBB funnel.
  • Understand the correlation between your marketing efforts and key business outcomes across different pipeline stages.
  • Pin-point the top-performing customer journeys, marketing assets and channels that drive engagement and contribute pipeline development and revenue generation.
  • Integrate seamlessly with Dynamics 356 Sales for a shared overview of your pipeline and collaborate together to boost ROI.

Grow your business with 3X maximum monthly interactions

Use this feature to reach up to 100 million contacts and send up to 300 million messages per month with Dynamics 365 real-time marketing customer journey orchestration.

Deliver personalised messages and experiences at scale at key touchpoints of their journey.

Increase your customer base in existing and new markets, reach more locations, promote new products and services, and expand your prospective customer pipeline to meet higher sales targets.

Key Features

  • Reach up to 100 million marketing contacts through emails, SMS, and push notifications (3X more than the previous 30 million contacts limit).
  • Deliver up to 300 million monthly outbound interactions through email messages, SMS, push, or custom channels ( 3X more than the previous 100 million outbound interaction limit).
  • Create segments of up to 100 million marketing contacts.
  • Engage with customers in near real-time with a 30-second response time.

Personalised AI-powered next-best content 

Automate content personalisation with rich data and AI to grow interactions and increase conversions, so you don’t have to do the same work for each customer every time. 

Create some content variations and define rules for customer targeting and leave the rest to the AI model. Guide the AI with auto-generated control groups to test different content so that it trains itself to disseminate hyper-personalised content in every step of the customer journey, and it will use 360 customer profiles from Dynamics 365 Customer Insights.

Key Features

  • Create different content variations and define AI rules to better target customers.
  • Apply AI to past interaction data to tailor and to send specific, personalised content variations to delight customers at every touch point.
  • Use optimisiation criteria and auto-generated control groups to train the AI to use the most appropriate content selection logic .

SALES

Seller dashboard To track progress

The new seller dashboard and its standardised reports help sales managers both to analyse and to gain insights into how the Sales Application is used, and also how well the teams and individuals that use the application perform.

Key Features

  • Access seller dashboard to monitor sales performance and get summarised insights into sales activities progress.
  • A clear picture of all activities, relationships, and conversations.
  • Manage permissions to access the seller dashboard with admin privileges.

Tips and suggestions during a customer call r

Sellers get AI-driven insights to guide them on exactly what to say during difficult sales calls.

This is particularly useful for remote calls when conversation intelligence automatically shows tips and suggestions to the sellers either while they are on a phone call or talking to a customer in Teams.

All customer calls are transcribed, and the AI gives sellers contextual information about customers, as well as talking points on product or service details, competitive battle cards, pricing, benefits, and more.

Key Features

  • Enable sellers to close deals hrough remote calls with real-time contextual information about customers, products, and pricing.
  • AI-driven insights and customer intelligence that sellers can access easily during tough sales calls.

Orchestrate sellers’ activities in Teams

A smart deal room dashboard, gives a view of customer insights, activity coordination, and intelligent activity recommendations on a single pane with seamless integrations between Microsoft Teams and Outlook.

Key Features

  • The entire team can view team member activity. Provide the latest account information required to facilitate team collaboration.
  • Improve the visibility of customer information and sales progress for everyone working on the same account.
  • Manage key account documents centrally and assign tasks .
  • Organise meetings and communication and access information and action items centrally from meetings.
  • Receive intelligent recommendations on the next best actions based on account updates.

@mention to find, share Dynamics 365 records in emails, chats 

Use @mention to insert Dynamics 365 data into emails and chats intuitively. This makes it much easier to find and share contextual business data in communications..

Key Features

  • Use @mention to quickly find, insert and share relevant sales information like customer details in Outlook and Teams.
  • Collaborate on fresh Dynamics 365 records easily with intelligent suggestions based on recent data and use it to add relevant customer data into Outlook emails and Teams chats.

Enhanced sequence creation experience with new designer 

With the sales accelerator and process automation, set up sequences to develop and to implement winning sales strategies. Provide an improved user experience with features of the sequence designer during sequence configuration.

Key Features

  • A consistent and convenient automation experience across Dynamics 365 Marketing customer journey orchestration and Dynamics 365 Sales sequences.
  • Use the new sequence designer to edit a sequence step using a side panel.
  • Define an exit rule for a sequence and understand the end of any sequence branch with an exit icon.
  • Save all the changes in sequence steps with a single click.

CUSTOMER SERVICE

Use customer support swarming for complex cases

All your conversations in Microsoft Teams are now directly integrated into Customer Service records. This provide a contextual experience to licensed users and also allows other non-licensed users to easily collaborate on that data across the organisation through Teams. Much easier to find the right people across multiple departments to more speedily resolve complex customer issues.

Key Features

  • Richer user experience with enhanced swarm creation flow, ability to create notes and manager swarm progress, and enhanced wrap-up activities.
  • Simplified admin experience that expedited setup and allows admins more flexibility to specify automatic addition of certain CRM users as participants to specific swarms.
  • Availability of additional roles like agent’s manager, account owner, and Team admin to support additional CRM users other than the default users.

Route calls to agents who are idle for the longest time

Use AI and definable rules, assign incoming service requests to the best-suited agents or those who are mostly idle, to boost your operational efficiencies and customer service.

Classify, route, and assign work items with complete automation rather than to rely on manual queue supervision and work distribution. 

Key Features

  • Match agents based on their idle times on the voice channel.
  • Configure their voice queues to use the Longest idle assignment method.

Route work items to preferred agents 

Provide personalised and specialist customer service,to develop deeper customer relationships and improve customer satisfaction. Customers feel comfortable with their familiar service agents who are aware of past customer interactions and preferences.

Key Features

  • Define the preferred agents for your customers.
  • Configure assignment of work items to the preferred agent.
  • Select the assignment logic if the preferred agent is unavailable.

Why now is the time to adopt Power Bi – ask Synergy Software Systems, Dubai

August 19th, 2022

Power BI innovation never stops. For several years in a row now, it is positioned as a leader in the 2021 Gartner Magic Quadrant for Analytics and Business Intelligence Platforms, furthest to the right for completeness of vision and furthest up in the ability to execute within the Leaders’ quadrant.

The gaps are widening with interactive reports, paginated reports, datasets, dataflows, deployment pipelines, scorecards, dashboards, metrics, data alerts, and much more, and recently announced in public preview, self-service datamarts. No wonder, customers are adopting Power BI at an accelerated pace. Boost Office 365 productivity with Power BI integrated into PowerPoint and Microsoft Teams, connect to data anywhere with hundreds of built-in connectors, leverage industry-leading AI, go quickly from insight to action with the Microsoft Power Platform, and provide best-in-class mobile experiences with Power BI Mobile.

Reports can be mobile friendly, they can be paginated, and you can link into Azure Analysis Services.

Omnichannel for Customer Service – Dynamics 365

July 18th, 2022

Omnichannel for Customer Service offers a suite of capabilities that extend the power of Dynamics 365 Customer Service Enterprise to enable organizations to instantly connect and engage with their customers across digital messaging channels.

Omnichannel for Customer Service provides omnichannel capabilities for Dynamics 365. Gives us many of the contact centre features we require out of the box.: web chat, SMS, voice and more directly within Dynamics 365.

Put simply we’re talking about giving customers many different ways of contacting you for support.

Omnichannel customer service is also often used to describe a system which combines many channels in to a single stream. The single stream gives a seamless experience for customers and support agents

Other related functionality includes Unified Routing to intelligently allocate work items to agents and also the Customer Service Workspace which gives agents a multi-session UI. And not forgetting Power Virtual Agents that can be used as voice IVRs or webchat BOTs.

An additional license is required to access Omnichannel for Customer Service.

Supervisors get real-time and historical visibility and insights into the operational efficiency of agents and the utilization across various channels.

The enterprise-grade routing and work distribution engine allows customers to configure agent presence, availability, and routing rules, thus ensuring agents are working on the most relevant engagements.

Dynamics 365 Field Service on premise is no more…

July 13th, 2022

Microsoft acquired the IP that became Dynamics 365 Field Service in 2015, and the company announced last year it will end support for the on-premises version of the product in June 2022.

The on-prem product, which Microsoft refers to as “Dynamics 365 Field Services (on-premises)”, uses the older Field Service Mobile app built with Xamarin and that app is also retired, becoming “no longer available” from Microsoft.

Dynamics 365 – Wave 2 highlights for 2022

July 13th, 2022
  • Dynamics 365 Marketing brings real-time customer journey orchestration to enable business-to-business (B2B) brands to hyper-personalize experiences across the entire buying journey.
  • Confidently grow your marketing and customer experience programs to target up to 100 million customers with up to 300 million messages and interactions per month.
  • Intuitive lead capture forms, leads nurturing hands-off automation, and a new analytics dashboard enable alignment between sales and marketing teams like never before.
  • Organizations can reach new levels of marketing maturity with AI-powered next best content selection and increased support for business units.  
  • Dynamics 365 Sales continues to optimize the seller experience using data and AI .
  • Help sellers to prioritize their work, blending business with productivity tools to meet sellers where they are.
  • Drive in-the-moment, collaboration experiences, so that every seller can engage with their colleagues and customers efficiently, reclaiming their time and being more productive.  
  • Dynamics 365 Customer Service is focused on delivering the capabilities that help run contact centers optimally.
  • Enhancements in unified routing with features such as percentage-based routing, preferred agent routing, and longest idle routing are new features
  • Customer support swarming in Microsoft Teams will help agents resolve complex cases through collaboration.
  • Organizations can empower their customers with options to leave voicemail, callback, and dial agents directly in the voice channel.
  • The agent experience is modernized with an enhanced conversation timeline, horizontal multisession navigation, and AI-powered conversation summary.
  • Supervisors can view Microsoft Power Virtual Agents analytics within their omnichannel analytics dashboards.
  • Dynamics 365 Field Service brings new capabilities that enable organizations to better orchestrate service operations for workers. Organizations can now:
    • build and maintain location and assets for large facilities,
    • keep their cost at bay by configuring “not to exceed” limits,
    • and group similar incident types under “trade” for ease of management.
  • Optimization improvements include booking lock constraints and i myriad of user experience improvements to the mobile app to further empower frontline workers.  
  • Dynamics 365 Finance launches the general availability of vendor invoice optical character recognition (OCR) which automates the reading and recognition of vendor invoices.
  • There are additional capabilities for subscription billing use cases.
  • The Tax calculation service will be integrated with Dynamics 365 Project Operations (preview)
  • The electronic invoicing service will be extended to support new and upcoming e-invoice legislations for: France, Poland, and Saudi Arabia. 
  • Dynamics 365 Supply Chain Management continues to invest in capabilities that drive agility and resilience across the supply chain.
  • New analytics and support for multiple vendors in planning optimization help organizations optimize their sourcing strategies.’
  • Inventory visibility lets organizations track real-time consumption within allocated quantities in support of promotions, special events, and new product introductions.
  • Guided warehouse implementation and configuration experiences enable rapid reconfiguration of supply chains .
  • Manufacturers in the process industry can use Planning Optimization to shorten their planning cycles. 
  • Dynamics 365 Intelligent Order Management expands its ecosystem of providers and builds on the continued success of FedEx. There are now 14 providers that span the supply chain lifecycle from order ingestion to last-mile delivery.
  • In the upcoming release, there is support for various order types—back orders, subscription orders, manual orders, and purchase orders.
  • You can also simulate fulfillment to model and understand the impact of choosing various fulfillment strategies.
  • Contextual collaboration features allow an order to be shared with multiple stakeholders using embedded Microsoft Teams. 
  • Dynamics 365 Project Operations Empower project managers and project teams in this release wave with project budgeting and time-phased forecasting, baselines and snapshots,
  • The application experiences on the web and mobile form factors is modernised.
  • For both project accountants and back-office personas, w advanced subcontracting and subscription billing capabilities are added.
  • Across-the-board investments will ease the complexity of interaction patterns.
  • Modern and fluent controls are also targeted for this release wave.
  • Dynamics 365 Guides Improve collaboration experiences for authors and operators on Microsoft HoloLens 2.
  • The application will also be updated to provide more advanced content authoring workflows versioning and publishing of guides in the coming wave. 
  • Dynamics 365 Human Resources We can now to tailor experiences and automatically complete processes where manual decisions and tasks are needed today.
  • Improved efficiency is available to managers and employees by providing notifications outside of the application for benefits processes and tasks.
  • Integrating employee skill and compensation, and leaving information to resource managers in Dynamics 365 Project Operations will also improve collaboration and efficiency.  
  • Dynamics 365 Commerce New and updated B2B experiences, include sales agreements across channels and customer-specific catalogs.
  • Omnichannel media management features streamline workflows.
  • Key point of sale investments includes a Store Commerce app availability for iOS and Android devices.
  • Apple Pay and Google Pay digital wallet integration,
  • New customer support options through virtual agent and live agent integration will be available for e-commerce.
  • Dynamics 365 Fraud Protection will offer a new transaction acceptance booster (TAB) offering that allows merchants to increase their bank approval rates without having to rip and replace their incumbent fraud provider solution.
  • To replace a merchant’s incumbent fraud solution is costly and timely, and this enables the merchant to benefit from Dynamics 365 Fraud Protection TAB capabilities with minimal disruption to their business.
  • Dynamics 365 Business Central continues to improve the reporting capabilities for customers, including new report datasets for Excel and improvements to the Microsoft Power BI reports which now will support dimensions.
  • The Microsoft Power Apps and Microsoft Power Automate integration offer new capabilities for low-code development.
  • The application will get several improvements like: helping users do reverse entries in the payment reconciliation journal and several improvements to the supply chain functionality.
  • There are steps to scale productivity via more efficient and performant tooling for development and administration.
  • Dynamics 365 Customer Insights continues to invest in accelerating customer understanding by enhancing time to value with quicker out-of-the-box insights, predictions, segments, and measures with limitless extensibility across technology ecosystems.
  • New features will power personalized experiences with real-time insights, analytics, and activations to deliver industry-leading personalization and moments-based marketing.
  • New features also enable ubiquitous insights for an integrated data flow across Microsoft Dataverse, Dynamics 365, and Microsoft Power Platform for seamless workflows.
  • Dynamics 365 Connected Spaces now supports alerts and notifications via Teams or Outlook when business AI-skills detect actionable patterns within a physical space.
  • Customers can now use Dynamics 365 Connected Spaces in Germany (besides US and UK) and connect up to 10 cameras for each Azure Stack Edge device maximizing their existing investments in expanding Dynamics 365 Connected Spaces across their physical footprint.
  • Customers can also leverage the Azure Stack Edge Pro 2 device for configuring Dynamics 365 Connected Spaces at the edge in addition to the existing Pro 1 devices.

Power Apps April release wave 1 2022 for Model-driven apps

March 12th, 2022

The Power Apps April release wave 1 for Model-driven apps is now available for you to take advantage of. In this release wave you can take advantage of cohesive and modern experiences while collaborating with team members in Power Apps.

Collaboration with colleagues and task productivity is more important than ever before for business users.   These are two main focuses of the Wave 1 release, and we have several features you can opt into in order to streamline productivity.

Task productivity updates include:

  • Modern Power Apps grid and view pages have been enhanced and will be auto enabled during this wave

Opt-In Updates:

  • Modern Advanced Find allows users to access any table and use advanced filters to explore data
  • Users can be alerted to key items to address, which makes them more likely to be successful leveraging In App Notifications

Collaboration opt-in updates include:

  • See colleagues who are currently working on the record and easily start chats with them
  • See on-line status of colleagues in-app and easily start chats with them via improved people card
  • Easily share links to records with colleagues

Task Productivity

Power Apps grid

Model-driven apps are first to feature the new Power Apps grid, a new read-only grid control, both inside the view page and inside forms (sub-grids). The new grid control follows Microsoft Accessibility Standard and will be auto enabled as part of this wave release.

In addition to improved performance, the new control supports:

  • Remembering grid view settings across the session
  • Ability to resize columns
  • Ability to reorder columns (via column options UI)

The grid view page in Model-driven apps now features column options settings that let app users customize which columns are shown in the grid. Additional text make sit easy for your end users to discover this capability.

With this feature, users can:

  • Add new columns, from current or related tables.
  • Remove columns.
  • Change the order of columns in the grid

When the grid is auto enabled with this release, the classic jump bar experience is disabled by default, but can be enabled.  Infinite scrolling will be an option in future waves. To opt out of the new Power Apps read-only grid control, the Power Platform Admin Center to toggle the “Enable the modern-read only grid experience” switch under the “Grids and views” section.

Modern Advanced Find

With modern advanced find, you can access any table in a model-driven app through search and use advanced filters to explore the data easily. The new view management experience will provide you with options to share views so you can collaborate with your team easily. Managing views is simpler with personalization options to build your own set of views.

In App Notifications are Generally Available starting in April 2022

The in-app notification feature that was announced for public preview July 2021 with Model-driven app adds in-app notifications will reach general availability in April 2022. A maker can opt-in to this feature using the modern app designer preview.  Open the settings > Upcoming features and then enable “In-app notifications”.

Multiplayer App Collaboration

Co-presence in records and Owner field online presence

Now you can see who’s currently working on a record including their online status. You can also start a chat or send them an email and take collaboration to the next level.  This feature is currently available on the Account, Case, Opportunity, and Contact tables.

Avatar and on-line availability of colleagues is immediately obvious in the UI with the new persona card shown in the form owner field, lookups and grids. Click on the avatar to expose the improved contact card to start a chat or email.

Easy record sharing

Share records as easy as Office documents. Use the new share button to email a link or copy the link and share it with someone else. A link to the record can only be shared with users who have permissions to access the record currently, but we are working on expanding this in the future.

Get started today by opting your environment into the 2022 April Release Wave 1, learn how ( https://docs.microsoft.com/power-platform/admin/opt-in-early-access-updates  ).

New Commerce experience – ask Synergy Software Systems

February 15th, 2022

Microsoft is making major changes in its approach to its licensing. The wide-reaching changes are coming in under the title of the new commerce experience.

While many organisations will be focused on how this will impact on their Microsoft 365 and Office 365 licensing, changes have the potential to impact the pricing of Dynamics 365 and Power Platform for organisations.

What Is The New Commerce Experience?

The new commerce experience is an attempt, Microsoft says, to simplify its many licensing models.

Subscription licensing for Microsoft products has now existed for over a decade. Over this time, both the supplier model and licensing structures have sprawled as more and more products have been brought in to the model. As such, the new commerce experience is said to offer “a consistent, simplified, and flexible purchase experience for customers and partners”.

The new commerce experience is already in place for Azure services. However, the application of this approach to wider licensing will come at an additional cost to some organisations

Changes To Partner Models

In terms of the provision of licensing, most organisations purchase licensing from organisations linked to the Cloud Solution Provider programme (CSP). But in fact, there are actually six partner licence supply models at present.

This will now be folded into just three retail models:

Breadth motion – Designed for the SME market, this will span the bulk of the current CSP model.

Enterprise motion – Large organisations will now be able to purchase licensing from a Microsoft account manager.

Self-service motion – For organisations wishing to purchase their own licences.

These changes will simplify the overly complex partner model, though some partners will now find their enterprise customers will now transact with Microsoft directly.

Customer Licensing Subscriptions

For customers, the new commerce experience will see the emergence of three subscription models:

Monthly subscription:

  • Under this model, seats can be increased or decreased each month to meet the organisation’s needs.
  • However, the flexibility of this model will carry a 20% price premium.
  • Organisations would also not be protected from any future licence price rises.

12-month subscription:

Under this option, organisations commit to licences on a 12-month term.

Licences can’t be cancelled after the first 72 hours, and can only be terminated at the end of the 12 month term.

Licence numbers can be increased during the 12-month term (with pro-rata billing), but not decreased.

Organisations will not be exposed to price rises during their 12-month term.

36-month subscription:

This option commits customers to a 36-month term, with cancellation only available in the first 72 hours. Licences will be able to be reassigned, however.

Licence numbers can be increased on a pro-rata rate during the term, but not decreased.

Organisations will receive price protection from cost increases for the full 36-months.

Organisations will be able to mix and match licensing based on their requirements. However, the changes will mean that any organisation previously trying to operate on a flexible model will have to pay more for the benefit.

When Will The New Commerce Experience Come Into Effect?

Organisations can purchase licences from the new commerce experience now, but the new model will come into full effect from March 2022.

Any licencing purchased at or after this time is subject to the new model.

Any existing Microsoft licences will move over to the new model at their point of expiry. This is expected to be complete by February 2023.

In addition to the NCE, there will be a price increase that will take effect from 1st March 2022 for the following licences: 

  • Office 365 Business Basic – 20%
  • Office 365 Business Premium – 10%
  • Office 365 E1 – 25%
  • Office 365 E3 – 15%
  • Office 365 E5 – 8.5%
  • Microsoft 365 E3 – 12.5%

Microsoft is offering a 5% discount for annual Microsoft 365 commitments. The annual discount will be available until the end of March 2022. Committing to your licences before the end of March 2022 will not only allow you to benefit from the discount, but also avoid the price increase. 

To discuss your renewals or licensing options call us: 0097143365589

U.A.E. to introduce Corporate Tax – 2023 -ask Synergy Software Systems

February 2nd, 2022

Background

The UAE has long positions itself as a place where foreign investors are welcome and where incomes are tax free. Low taxes and a friendly business environment helped to transform the 50-year-old nation.

The UAE faces steep competition from neighboring Saudi Arabia, which is working overtime to attract businesses and families to relocate to the kingdom

The UAE’s Finance Ministry said that it will aunch corporate tax in line with worldwide efforts to combat tax evasion and to meet issues posed by the global economy’s digitization,

The ministry also stated that the measure will prepare for the implementation of a worldwide minimum tax rate, which will apply a different corporate tax rate to large multinationals that meet certain conditions.

It was announced on Jan 31 that for the first time, the United Arab Emirates (UAE) will establish a federal corporate tax of 9% on profits on business profits on June 1, 2023,

  • Businesses engaged in the extraction of natural resources will be exempt from the UAE CT as such businesses shall continue to be subject to Emirate level taxation
  • The UAE CT shall be a Federal level corporate taxation. Thus, all UAE businesses, corporations and entities engaged in and licensed to undertaken commercial activities shall be subject to the UAE CT.
  • Corporate tax will be payable on the profits of UAE businesses as reported in their financial statements prepared in accordance with internationally acceptable accounting standards “with minimal exceptions and adjustments”, 
  • The corporate tax will not apply to personal income from employment, real estate and other investments, nor to income earned from a business licensed outside the UAE.

Introduction of Transfer Pricing

Under the CT regime, UAE businesses will be required to comply with transfer pricing rules and documentation requirements as set out in the OECD Transfer Pricing Guidelines

Free Zone Businesses

Free zone businesses will be within the scope of UAE CT and required both to register and to file a CT return.

Those businesses will however continue to benefit from CT holidays / 0% taxation while they comply with all regulatory requirements and do not conduct business in mainland UAE. 

Multinationals

The press release and FAQs indicate that there will be a different tax rate for large multinationals that meet the criteria under ‘Pillar Two’ of the OECD Base Erosion and Profit Shifting project (i.e. those that have consolidated global revenues above EUR 750m).

Tax basis

The Federal Tax Authority will be responsible for the administration, collection, and enforcement of CT.

Where a business is resident for CT purposes will be determined either based on the place of incorporation / registration (legal seat), or the place of effective management and control of the business.

To help small firms and entrepreneurs, the ministry further stated that the new system entails:

  • a basic statutory tax rate of 9%,
  • a 0% rate for taxable profits up to 375,000 dirhams, ( about $102,107.50 . )

CT will be payable on the accounting net profit reported in the financial statements of the business, with minimal exceptions and adjustments

Tax losses incurred from the CT effective date can be carried forward to offset taxable income in future financial periods.

No UAE CT will apply to:  

  • Employment income, income from real estate, income from savings, investment returns and other income earned by individuals in their personal capacity that is not attributable to a UAE trade or business;
  • Dividends, capital gains and other investment returns earned by foreign investors.  

Exemption from UAE CT will be available for: 

  • Capital gains and dividends earned from qualifying shareholdings; 
  • Qualifying intra-group transactions and restructurings.

Domestic and cross border payments of interest, dividends, royalties and other payments will not attract a withholding tax in the UAE.

UAE CT will have to be filed electronically once for each financial period but without a requirement for advance UAE CT payments on the basis of provisional tax returns. 

The tax scheme will allow UAE business groups to be taxed as a single entity or to apply for relief amid losses or restructuring. UAE group companies can form a tax group and file a single tax return for the entire group, and transfer tax losses to other members of the group.

Foreign tax credits will be available for taxation incurred by UAE businesses on income earned outside the UAE’s corporate tax to avoid double taxation.

The UAE CT regime should remain one of the most competitive in the world. The UAE will offer the most competitive CT regime in the region, with Egypt, Jordan, Kuwait, Lebanon, Oman, Saudi Arabia and Qatar imposing CT at rates between 10% to 35% (Bahrain currently does not have a broad based CT regime). 

The introduction of a UAE CT regime would enable the UAE to adopt and implement the OECD BEPS 2.0 measures to address the tax challenges arising from the digitalisation of the global economy, and the introduction of a global minimum tax rate for large multinationals.

What next?

The relevant legislation for the CT regime is currently being finalised and will be subsequently promulgated. Once promulgated, the UAE CT Law will provide more details and guidance on several critical aspects.

Further information is expected to be made available by mid-2022, to give UAE businesses at least 12 months to get ready.

Key considerations for UAE businesses

To prepare for the new corporate tax (CT) profile of the UAE consider an internal working team and whether auditor discussions are needed

Consider the application and impact of the new UAE CT Law on :

  • UAE entity(ies) and/or operations
  • Revenue booked under Mainland UAE versus Free Trade Zone setups
  • Economic substance profile and/or CbCR filings
  • Group structure
  • Inter-company transactions
  1. Investment/Holding structures
  2. Be prepared to adopt new tax and transfer pricing compliances (where applicable).
  3. Consider impact on share price and ability to raise finance
  4. Review IT systems and their configuration to support taxation, and budget for any external consulting resource to e.g. create filing returns reports, or to amend existing reports e.g. TB, cash flow.
  5. Consider whether there needs to be any changes to policies and training for the finance team.
  6. Consider a dry run pilot in a test system to ensure that you can produce timely accurate reports in the correct format.

(Most Dubai stocks fell in the Middle East on February 1 after the United Arab Emirates unveiled that it will be taxing corporate earnings from next year.

Moody’s said: “the introduction of the 9% federal corporate tax is broadly credit negative for domestic UAE corporates because it will reduce their operating cash flows.”)

Dynamics 365 Finance and Operations Wave 1 December 2021

December 18th, 2021

This version has a build number of 10.0.1037 and is available as follows:

  • Preview of release: October 2021
  • General availability of release (self-update): December 2021
  • General availability of release (auto-update): January 2022

This month’s release contains the following exciting new features in Dynamics 365 for Finance & Supply Chain Management for these apps: Finance, Supply Chain Management, Guides, and Project Operations. 

Add payment breakdown on lease payments

Break down lease payments by contract payment types on payment schedule lines to provide greater insight.

Lease impairment enhancements
Display the new asset balance and financial entry from the lease impairment process in the right-of-use asset impairment dialog before posting the right-of-use asset impairment

Adjust posting date automatically during invoice posting

A parameter that lets the system change the posting date automatically according to your business needs

This will  reduce the number of manual steps that accounts payable clerks must complete when it’s necessary to adjust the posting date on multiple vendor invoices and that will reduces manual errors.

Open vendor transaction report

Provides quick access to detailed information about the open transactions for each vendor as of a specific date.

Reverse posted bank statements

Enables the Reverse Statement option in the header of the bank statement

Revert to simple bank reconciliation from advanced bank reconciliation

This feature lets you disable the advanced bank reconciliation functionality for specific bank accounts, which may reduce the complexity of bank reconciliation for some bank accounts.

Unmatch all bank statements and transactions
This feature lets you unmatch all the statements and transactions in one step which enhances efficiency and saves time for users

Define a default state/province for each country/region in the address setup for the global address book

When a default state/province is set, it will be the default value entered in state/province fields when you create a new county or city record for that country/region

Configurable business documents – specific destinations via printer management settings in the reports
Enables the setup and edit of business document-specific destinations by using the print management user interface in the Electronic Reporting (ER) framework use named Electronic Reporting destinations. More types of business documents can now be generated in Finance when using the Electronic Reporting framework

SCM

Enhanced manufacturing execution workloads on scale units

You can now begin work on production and batch orders and report these as finished using the warehouse app, without requiring a round trip to the hub

Setup rules that automatically consume the planned amount of material for each production order

Effective April 2021, Dynamics 365 for Finance and Operations – Warehousing (the warehouse app) is deprecated and won’t be supported after April 2022.

It is now replaced by the Warehouse Management mobile app, which was released with version 10.0.17 of Supply Chain Management. The new app is a complete replacement but uses same underlying framework, which makes migration easy. If needed, the two apps can be used side-by-side to help users gradually adjust as they learn to use the new app.

Pause tasks in the Warehouse Management mobile app

Users can now temporarily pause their current task and then can safely return to where they left off. This increases the efficiency of warehouse workers by allowing them to stop their current task to perform another more important one, and then return to the original task without losing any information

Enhanced production floor execution interface for process manufacturing

  • This feature provides a state-of-the-art and intuitive user experience for process manufacturers and manufacturers that need to report on batch orders
  • Use the production floor execution interface to report progress on batch orders, including reporting on co-products and by-products

Manufacturing execution systems integration
Data exchange is fully automated and near real time, which keeps data current in both systems and eliminates the need for manual data entry. This offers manufacturers a fast path to realizing their Industry 4.0 ambitions by making it faster and easier to integrate Dynamics 365 Supply Chain Management with common manufacturing execution systems.

Planning Optimization support for priority-based planning

Priority driven MRP support for Planning Optimization

Enhancements

The following table lists the feature enhancements that are new for this release. Each of these enhancements provides an incremental improvement to an existing feature. Because they are only enhancements, they aren’t listed in the release plan. However, to ensure that these enhancements won’t conflict with your existing customizations or preferences, each of them is turned off by default (unless otherwise noted).

If you want to turn any of these features on or off, you must do so in feature management, where they are listed using the names shown in the Feature name in feature management column of the following table.

FEATURE ENHANCEMENTS INCLUDED IN THIS RELEASE
ModuleFeature name in feature managementMore information
Asset managementOffset accounts for expenses in work order journalsThis feature lets you specify an offset account for each expense listed in a work order journal. You might typically associate a vendor account with each expense, but other account types are also supported. It adds two new columns (Offset account type and Offset account) to the Expense FastTab on the Work order journal page.
Cost managementCreate related vouchers for standard cost rounding revaluationsWhen an inventory financial posting (such as a sales order invoice or inventory transaction) is made, this feature causes the system to create a separate voucher for any related standard cost rounding revaluations and attach it to the financial posting voucher as a related voucher. Without this feature, the system records standard cost rounding revaluations on the same voucher posting. That behavior can sometimes cause conflicting date information, because the revaluations use the session or system date, whereas financial postings use the posting date.
Master planningAzure Machine Learning Service for demand forecastingThis feature enables the Azure Machine Learning Service to generate demand forecasts based on historical data. For more information, see Demand forecasting setup.
Procurement and sourcingClean up purchase-order update historyThis feature lets you clean up temporary historical records related to purchase-order updates. It adds a new button called Clean up purchase update history to the Action Pane on the All purchase orders page. This feature is enabled by default.
Production control(Preview) Auto-picking of warehouse enabled materials for auto-posted picking listsThis feature lets you auto-pick and resolve inventory dimensions for auto-posted, derived, and backflushed picking list journals.
Production controlValidate expiration of raw materials against planned consumption dateThis feature changes how batch expiration dates are validated when reserving a batch of raw material to be used during production. When this feature is enabled, the batch expiration date is validated against the planned consumption date (the raw material date), as established on the production BOM line or batch order formula line. When this feature is disabled, the batch expiration date is validated against the planned delivery date of the production or batch order (as previously).
Sales and marketingClean up sales update history based on ageThis feature lets you set the maximum age of records to keep when running the Sales update history cleanup periodic task. Older records will be deleted. This is useful for when you set the task to run periodically because the age is always calculated relative to the date the task is run. Without this feature, you can only set a specific date for the oldest records to keep.
Sales and marketingImprove “Top 100” customers report performanceThis feature improves the performance of the Top 100 customers report by always running the report across all customers (which is its intended use) rather than by allowing custom queries. When this feature is enabled, all Records to include settings are disabled in the Top 100 report dialog.
Warehouse managementScale unit support for release to warehouse of outbound ordersWhen this feature is enabled, outbound orders can be released from the hub directly to the scale unit where the orders will be fulfilled.

In Feb2022 we can expect v 10.24

New Feature areaFeatureMore informationEnabled by
Distributed hybrid topologyEnhanced warehouse execution workloads on scale unitsWarehouse management workloads for cloud and edge scale unitsEnabled by default.
PlanningPlanning Optimization support for reorder margin and issue marginSafety marginsEnabled by default.

Enhancements

ModuleFeature name in feature managementMore information
Production controlOn-demand material availability check for production ordersThis feature makes it faster to open the Production orders to release page, which is available from the Production floor management workspace. Without this feature, the system automatically checks whether materials are available for all listed production orders as soon as you open the page, which can take significant time if you have a large number of orders. When this feature is enabled, the system instead provides a toolbar button, which you can use to initiate the materials check only for selected orders and when needed.
Production control(Preview) Register material consumption on the production floor execution interface (non-WMS)This feature enables workers to use the production floor execution interface to register material consumption, batch numbers, and serial numbers. This feature only supports items that are not enabled to use advanced warehouse processes (WMS). Support for WMS-enabled items is scheduled for a future release. Some manufacturers, especially those within the process industries, need to explicitly register the amount of material consumed for each batch or production order. For example, workers might use a scale to weigh the amount of material consumed as they work. To ensure full material traceability, these organizations also need to register which batch numbers were consumed when producing each product.
Production controlReport as finished on warehouse management workload for the cloud and edge scale unitThis feature lets workers use the Warehouse Management mobile app to report a production or batch order as finished when the app is running against a warehouse management workload on a cloud or edge scale unit. For more information, see Report as finished and putaway on a scale unit.
Production controlStart production order on warehouse management workload for the cloud and edge scale unitThis feature enables workers to use the Warehouse Management mobile app to start a production or batch order when the app is running against a warehouse management workload on a cloud or edge scale unit.
Warehouse managementNew load planning workbench pagesEnables two new load planning workbench pages: Inbound load planning workbench and Outbound load planning workbench.