ERP software

Dynamics 365 CRM

Microsoft Dynamics 365 CRM

Strengthen Customer Connections and Cultivate Lasting Loyalty with Microsoft Dynamics 365 CRM

Microsoft Licensing

Microsoft provides adaptable pricing and licensing solutions for Microsoft Dynamics 365 Business Central tailored to meet your organization’s requirements. Reach out to us to discover the diverse licensing plans available, such as user-based licenses, team member licenses, and optional add-ons that can extend the capabilities of your Microsoft Dynamics 365.

microsoft dynamics 365

What is Dynamics 365 CRM?

Dynamics 365 CRM is a comprehensive customer relationship management (CRM) platform by Microsoft. It helps businesses manage sales, marketing, customer service, and other customer related activities efficiently. With features like lead management, campaign automation, and customer service insights, CRM enables organizations to build strong customer relationships and drive growth.

Dynamics 365 CRM

Key Features

Microsoft Dynamics 365 bc

What to expect from Microsoft Dynamics 365 CRM?

Dynamics 365 CRM

Comprehensive CRM Capabilities

Microsoft Dynamics 365 CRM offers a comprehensive suite of tools, including lead management, opportunity tracking, and customer service.

Dynamics 365 CRM

Sales Monitoring

With built-in analytics and reporting, it enables comprehensive sales monitoring, empowering informed decision-making and strategy refinement.

Dynamics 365 CRM

Cost-Effective Solution

Microsoft Dynamics 365 CRM offers suite of tools that are cost-effective solution with flexible pricing plans, making it accessible to businesses of all sizes.

Dynamics 365 CRM

Cloud-Based CRM

As a cloud-based CRM solution, it provides accessibility from anywhere, ensuring real-time collaboration and data availability.

Dynamics 365 CRM

Integration with Microsoft

Seamless integration with Microsoft products such as Office 365 and Outlook ensures a unified user experience and enhanced productivity.

Dynamics 365 CRM

Optimize Workflows-Automation

Dynamics 365 CRM streamlines business processes by automating repetitive tasks, improving efficiency and productivity.

Microsoft Dynamics 365 Services

Need help optimizing your Microsoft Dynamics 365 experience? Our team of experienced professionals understands the intricacies of the platform and can tailor solutions to fit your unique business requirements.

Streamlined Setup

Our experts efficient set up Dynamics 365 with minimal disruption, ensuring a smooth transition to enhanced workflows. From initial configuration to comprehensive testing, we handle every aspect to guarantee optimal performance.

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Seamless Connections

We seamlessly integrate Dynamics 365 with other applications, such as accounting software, email systems, or third-party tools. This ensures smooth data flow and reduces redundancy.

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Strategic Guidance

We offer expert guidance on leveraging its services, and offer formulating comprehensive strategies to unlock the full potential of Microsoft Dynamics 365 with our consulting services tailored for you.

Hassle-Free Transition

Trust our expertise to handle the process of transition efficiently ensuring all your information is securely and accurately transferred to your new Dynamics 365 environment and configurations with minimal disruption.

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Comprehensive Learning

Our training services provide comprehensive learning experiences tailored to your organization’s needs, empowering your team with the knowledge and skills required to effectively utilize Microsoft Dynamics 365.

Reliable Assistance

Whether it’s troubleshooting issues, implementing updates, or providing training you can rely on our dedicated support team for timely assistance and proactive maintenance to keep your Microsoft Dynamics 365 environment running smoothly.

Tailored Solutions

From personalized dashboards to bespoke workflows, our customized Dynamics 365 to align perfectly with your unique business processes and objectives, ensuring maximum efficiency and ROI.

Core Modules

F&O
Customer Service

Manages customer support and service requests, ensuring efficient and consistent support.

F&O
Sales

Manages sales processes, lead tracking, and opportunity management.

F&O
Marketing

Creates, executes, and tracks marketing campaigns and lead generation activities.

F&O
Field Service

Facilitates on-site service operations, including scheduling, routing, and work order tracking.

F&O
Project Service Automation (PSA)

Enables effective project management with features for planning, resource allocation, and tracking.

F&O
Virtual Agent

Deploys AI-driven virtual agents to handle routine inquiries, reducing workload and improving response times.

Frequently Asked Questions On Microsoft Dynamics 365 CRM

MD365 CRM, or Customer Relationship Management, is a suite of cloud-based applications that help businesses manage customer interactions, streamline processes, and improve customer relationships.

MD365 CRM is used for managing sales, marketing, customer service, and other customer-related activities within an organization to enhance customer satisfaction and drive business growth.

MD365 CRM and Salesforce are both popular CRM solutions. D365 CRM offers tight integration with other Microsoft products like Office 365 and Azure, while Salesforce is known for its extensive third-party app ecosystem and flexibility. The choice often depends on specific business needs and existing technology infrastructure.

Key features include sales automation, marketing automation, customer service management, analytics, and integration with other Microsoft products.

MD365 CRM supports customer engagement by providing tools for personalized marketing, sales automation, multichannel customer service, and data-driven insights to foster meaningful interactions throughout the customer journey.

For cost information, please contact the company directly as pricing may vary based on factors such as implementation scope, customization requirements, and licensing options.

Microsoft Dynamics 365 CRM, or Customer Relationship Management, is a suite of cloud-based applications that help businesses manage customer interactions, streamline processes, and improve customer relationships.

Dynamics 365 CRM (Customer Relationship Management) and Salesforce are both popular CRM solutions. D365 CRM offers tight integration with other Microsoft products like Office 365 and Azure, while Salesforce is known for its extensive third-party app ecosystem and flexibility. The choice often depends on specific business needs and existing technology infrastructure.

For cost information, please contact the company directly as pricing may vary based on factors such as implementation scope, customization requirements, and licensing options.

Key features of CRM (Customer Relationship Management) include sales automation, marketing automation, customer service management, analytics, and integration with other Microsoft products.

CRM is used for managing sales, marketing, customer service, and other customer-related activities within an organization to enhance customer satisfaction and drive business growth.

Dynamics 365 CRM supports customer engagement by providing tools for personalized marketing, sales automation, multichannel customer service, and data-driven insights to foster meaningful interactions throughout the customer journey.

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microsoft dynamics 365 finance and operations

Microsoft Dynamics 365 Finance and Operations (F&O)

Revolutionize your business operations and financial management with Microsoft Dynamics 365 Finance and Operations

Microsoft Licensing

Microsoft provides adaptable pricing and licensing solutions for Microsoft Dynamics 365 Business Central tailored to meet your organization’s requirements. Reach out to us to discover the diverse licensing plans available, such as user-based licenses, team member licenses, and optional add-ons that can extend the capabilities of your Microsoft Dynamics 365.

microsoft dynamics 365

What is Dynamics 365 F&O?

Dynamics 365 Finance and Operations (F&O), formerly known as Dynamics AX, is an integrated suite of cloud-based applications designed to streamline finance, supply chain, manufacturing, and operations processes. It empowers businesses with real-time insights, agile decision making, and scalable operations. With robust functionalities, it enables organizations to optimize resource utilization, enhance customer satisfaction, and drive growth in a competitive market landscape.

microsoft dynamics 365 finance and operations

Key Features

microsoft dynamics 365 f&o

What to expect from Microsoft Dynamics 365 F&O?

microsoft dynamics 365 f&o

Financial Transparency

Microsoft Dynamics 365 Finance and Operations offers unparalleled transparency in financial data, empowering businesses with accurate insights for informed decision-making. Its robust financial reporting capabilities ensure comprehensive visibility into financial performance and compliance.

microsoft dynamics 365 finance and operations

Seamless Integration

With seamless integration with other Microsoft products such as Office 365, Power BI, and Azure, Dynamics 365 F&O enables enhanced productivity and collaboration. Users can leverage familiar tools and workflows, streamlining operations and driving efficiency across the organization.

microsoft dynamics 365 finance and operations

Cloud-Based ERP

As a cloud-based ERP solution, Dynamics 365 Finance and Operations provides flexibility, accessibility, and scalability. Businesses can benefit from reduced IT infrastructure costs, automatic updates, and the ability to access critical data anytime, anywhere, ensuring continuity and agility in operations.

microsoft dynamics 365 finance and operations

Advanced Automation

Through advanced automation capabilities, Dynamics 365 F&O streamlines processes, reduces manual effort, and enhances efficiency. From financial management to supply chain operations, automation features drive productivity gains and enable focus on strategic initiatives.

microsoft dynamics 365 finance and operations

Scalability and Growth

Dynamics 365 Finance and Operations is designed to scale with businesses of all sizes and complexities. Whether it’s expanding operations, adding new users, or entering new markets, the platform offers the flexibility and scalability to support evolving business needs and growth objectives.

microsoft dynamics 365 finance and operations

Industry-Specific Functionality

Microsoft Dynamics 365 Finance and Operations provides industry-specific functionality, tailored to the unique requirements of various sectors. Whether it’s manufacturing, retail, healthcare, or professional services, businesses can leverage specialized features to optimize operations and drive competitive advantage.

Microsoft Dynamics 365 Services

Need help optimizing your Microsoft Dynamics 365 experience? Our team of experienced professionals understands the intricacies of the platform and can tailor solutions to fit your unique business requirements.

Streamlined Setup

Our experts efficient set up Dynamics 365 with minimal disruption, ensuring a smooth transition to enhanced workflows. From initial configuration to comprehensive testing, we handle every aspect to guarantee optimal performance.

power bi service

Seamless Connections

We seamlessly integrate Dynamics 365 with other applications, such as accounting software, email systems, or third-party tools. This ensures smooth data flow and reduces redundancy.

power bi service

Strategic Guidance

We offer expert guidance on leveraging its services, and offer formulating comprehensive strategies to unlock the full potential of Microsoft Dynamics 365 with our consulting services tailored for you.

Hassle-Free Transition

Trust our expertise to handle the process of transition efficiently ensuring all your information is securely and accurately transferred to your new Dynamics 365 environment and configurations with minimal disruption.

power bi service

Comprehensive Learning

Our training services provide comprehensive learning experiences tailored to your organization’s needs, empowering your team with the knowledge and skills required to effectively utilize Microsoft Dynamics 365.

Reliable Assistance

Whether it’s troubleshooting issues, implementing updates, or providing training you can rely on our dedicated support team for timely assistance and proactive maintenance to keep your Microsoft Dynamics 365 environment running smoothly.

Tailored Solutions

From personalized dashboards to bespoke workflows, our customized Dynamics 365 to align perfectly with your unique business processes and objectives, ensuring maximum efficiency and ROI.

Core Modules

F&O
General Ledger

Manages financial transactions, chart of accounts, and financial reporting

F&O
Accounts Payable

Handles vendor invoices, payments, and vendor management.

F&O
Accounts Receivable

Manages customer invoices, payments, and credit management.

F&O
Procurement and Sourcing

Streamlines procurement process; vendor selection, purchase orders, and vendor performance evaluation.

F&O
Manufacturing

Supports various manufacturing processes, including production planning, floor control, and quality management.

F&O
Inventory Management

Controls inventory levels, tracks stock movements, and manages inventory valuation.

F&O
Cash Management

Controls cash flow, bank reconciliations, and treasury operations.

F&O
Fixed Assets

Tracks fixed assets, depreciation, and asset maintenance.

F&O
Sales Order Management

Manages sales orders, pricing, and customer relationships.

F&O
Project Accounting

Tracks project costs, revenues, resource utilization for project-based businesses.

F&O
Human Resources

Management of employee data, payroll, benefits, and talent management.

F&O
Budgeting

Planning, creating, and managing budgets for the organization.

Frequently Asked Questions On Microsoft Dynamics 365 F&O

Microsoft Dynamics 365 F&O is an enterprise resource planning (ERP) software that combines finance, supply chain, manufacturing, and operations functionalities to streamline business processes.

Dynamics 365 F&O offers modules such as Finance, Supply Chain Management, Manufacturing, Retail, Human Resources, Project Operations, and Commerce.

Previously known as Dynamics AX, a a desktop-based application is now known as Microsoft Dynamics 365 F&O is now known as Dynamics 365 Finance and Supply Chain Management.

Dynamics 365 Finance and Operations is designed for larger enterprises with complex needs, offering advanced financial and operational capabilities. Business Central, on the other hand, is tailored for small to medium-sized businesses, providing core financials and basic operations functionalities.

Microsoft Dynamics AX (Axapta) was the predecessor to Dynamics 365 Finance and Operations. While both serve similar purposes as ERP solutions, Dynamics 365 F&O offers cloud-based deployment and is part of the broader Dynamics 365 suite, providing enhanced scalability and integration capabilities.

For cost information, please contact the company directly as pricing may vary based on factors such as implementation scope, customization requirements, and licensing options.

Microsoft Dynamics 365 F&O is an enterprise resource planning (ERP) software that combines finance, supply chain, manufacturing, and operations functionalities to streamline business processes.

Previously known as Dynamics AX, a a desktop-based application is now known as Microsoft Dynamics 365 F&O is now known as Dynamics 365 Finance and Supply Chain Management.

Dynamics 365 F&O offers modules such as Finance, Supply Chain Management, Manufacturing, Retail, Human Resources, Project Operations, and Commerce.

Dynamics 365 Finance and Operations is designed for larger enterprises with complex needs, offering advanced financial and operational capabilities. Business Central, on the other hand, is tailored for small to medium-sized businesses, providing core financials and basic operations functionalities. Learn more about differences of each ERP: Dynamics 365 Business Central vs Finance and Operations.

Microsoft Dynamics AX (Axapta) was the predecessor to Dynamics 365 Finance and Operations. While both serve similar purposes as ERP solutions, Dynamics 365 F&O offers cloud-based deployment and is part of the broader Dynamics 365 suite, providing enhanced scalability and integration capabilities.

For cost information, please contact the company directly as pricing may vary based on factors such as implementation scope, customization requirements, and licensing options.

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Data Mining

Home > Blogs > What is Data Mining?

What is Data Mining?

Dec 21, 2023

Global Data 365 is composed of highly skilled professionals who specialize in streamlining the data and automate the reporting process through the utilization of various business intelligence tools.

Data Mining

Data mining refers to the process of extracting valuable patterns, information, and knowledge from large datasets. It involves uncovering hidden trends, correlations, and associations within the data, providing organizations with actionable insights for informed decision-making.

How Data Mining Works?

  • Data Collection: This involves gathering relevant data from various sources, such as databases, logs, and external datasets. The richness and diversity of the data contribute to the effectiveness of the mining process.
  • Data Cleaning: Identifying and rectifying errors, inconsistencies, and missing values in the dataset is crucial. Clean data ensures the accuracy and reliability of the mining results.
  • Exploratory Data Analysis: Before diving into the modeling phase, analysts perform exploratory data analysis to understand the structure, relationships, and potential patterns within the dataset. This step guides subsequent modeling decisions.
  • Model Building: Mathematical models or algorithms are created in this step to identify patterns and relationships within the data. This phase requires a deep understanding of the dataset and the goals of the analysis.
  • Pattern Evaluation: The effectiveness of the models is evaluated in terms of their ability to reveal meaningful insights. This step ensures that the patterns identified are relevant and reliable.
  • Knowledge Deployment: Implementing the discovered knowledge is the final step, where insights gained from the analysis are applied to drive decision-making and improve business processes.

Data Mining Techniques

Data mining employs various techniques, including:

  • Classification: This technique categorizes data into predefined classes or groups based on identified patterns. It is often used for tasks such as spam filtering or customer segmentation.
  • Clustering: Grouping similar data points together helps identify inherent structures within the dataset. This technique is valuable for market segmentation and anomaly detection.
  • Regression: Predicting numerical values based on identified relationships within the data. It is widely used in areas such as sales forecasting and risk assessment.
  • Association Rule Mining: This technique discovers relationships and patterns that frequently co-occur in the dataset. It is applied in areas like market basket analysis in retail.

The Process of Data Mining

  1. Data Collection: Gathering relevant data from diverse sources sets the foundation for meaningful analysis. The more comprehensive the dataset, the richer the insights.
  2. Data Preprocessing: Cleaning and transforming the data for analysis is essential for accurate results. This step involves handling missing values, outliers, and ensuring data consistency.
  3. Exploratory Data Analysis: Understanding the characteristics and relationships within the dataset guides subsequent modeling decisions. Visualization tools are often employed to aid in this exploration.
  4. Model Building: Developing algorithms or models to identify patterns requires expertise in both the domain and the intricacies of the data. This step is crucial for accurate and meaningful results.
  5. Validation and Testing: Evaluating the model’s performance on new data ensures its generalizability. Techniques like cross-validation help in assessing the model’s robustness.
  6. Implementation: Deploying the knowledge gained from the analysis for practical use completes the data mining process. This step often involves integrating insights into existing business processes.

Applications of Data Mining in Business Intelligence

The data mining process is fundamental to strengthening business intelligence, offering a range of applications that enhance decision-making and operational efficiency:

  1. Strategic Decision-Making: Leveraging data-driven insights enables organizations to make well-informed decisions, fostering strategic planning and optimizing resource allocation for sustained success.
  2. Customer Segmentation: Identifying and comprehending diverse customer segments are pivotal. Data mining facilitates targeted marketing strategies and cultivates personalized customer experiences, driving customer satisfaction and loyalty. The reporting capabilities of business intelligence tools, such as Jet Analytics, offer a robust solution for creating customer-centric reports. By delving into customer data, organizations can tailor their strategies enhancing overall customer satisfaction.
  3. Fraud Detection: Uncovering anomalies and unusual patterns in financial transactions is a critical aspect of business intelligence. Data mining plays a crucial role in proactively identifying fraudulent activities and safeguarding financial integrity.
  4. Market Analysis: In a dynamic business environment, analyzing market trends and predicting future conditions is indispensable. Data mining empowers businesses to stay competitive by providing insights that aid in adapting to changing market landscapes. Integrated reporting solutions, such as Jet Reports, for visualizing and interpreting market data. Organizations can generate reports that highlight key market trends, enabling them to make proactive decisions and stay ahead in dynamic market scenarios.

Data Mining Uses

Data mining finds applications across various industries, including healthcare, finance, retail, and manufacturing. It is utilized for:

  • Healthcare: In healthcare, data mining is instrumental in predicting disease outbreaks and optimizing patient care. By analyzing vast datasets, it contributes to improved public health initiatives, early detection of health trends, and personalized treatment strategies.
  • Finance: Data mining plays a crucial role in the financial sector by identifying fraudulent transactions and predicting market trends. These insights aid in effective risk management, fraud detection, and the formulation of sound investment strategies, contributing to the stability of financial systems.
  • Retail: In the retail industry, data mining is employed to analyze customer behavior and optimize inventory management. Understanding consumer preferences and purchasing patterns enhances the overall retail experience, enabling businesses to tailor their offerings and improve customer satisfaction. This can be further visualized with Power BI Dashboard that can be custom made for your preference.
  • Manufacturing: For manufacturing, data mining is utilized to improve production processes and predict equipment failures. By analyzing data related to machinery performance, production workflows, and quality control, manufacturers can enhance efficiency, reduce downtime, and make informed decisions to optimize operations.

Pros and Cons of Data Mining

Pros:

  • Informed Decision-Making: The insights gained from data mining empower organizations to make informed decisions, leading to strategic advantages. This results in a more agile and adaptive approach to changing market conditions.
  • Efficiency: By optimizing processes and identifying areas for improvement, data mining contributes to increased operational efficiency. Streamlining workflows and resource allocation enhances overall business productivity.
  • Predictive Analysis: The ability to predict future trends and behaviors enables proactive decision-making and planning. Businesses can anticipate market shifts, customer preferences, and potential challenges, staying ahead of the curve.
  • Innovation Catalyst: Data mining often sparks innovation by revealing hidden patterns and opportunities. Organizations can uncover novel ideas and strategies that drive product development and business growth.

Cons:

  • Privacy Concerns: The use of personal data raises ethical and privacy concerns, necessitating careful handling and compliance with regulations. Striking a balance between data utilization and privacy protection is an ongoing challenge.
  • Complexity: Implementing data mining processes can be complex, requiring skilled professionals and significant resources. The intricacies of algorithmic models and the need for specialized expertise may pose challenges for some organizations.
  • Data Accuracy: The accuracy of results is highly dependent on the quality and precision of the input data. Ensuring data accuracy remains a perpetual challenge, as inaccuracies in the input can lead to misleading insights and flawed decision-making.
  • Integration Challenges: Integrating data mining into existing systems and workflows can be challenging. The process may disrupt established routines, requiring careful planning and effective change management to mitigate potential disruptions.

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Conclusion

In conclusion, data mining is a dynamic process that transforms raw data into actionable intelligence, driving informed decision-making in various industries. While offering numerous benefits, careful consideration of privacy and data accuracy is essential. As businesses continue to leverage data mining for strategic advantage, a balanced approach that addresses both the advantages and challenges will be crucial for success in the data-driven landscape.

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data lake vs data warehouse

Home > Blogs > Data Lakes vs. Data Warehouse

Data Lake vs Data Warehouse

Dec 21, 2023

Global Data 365 is composed of highly skilled professionals who specialize in streamlining the data and automate the reporting process through the utilization of various business intelligence tools.

data lake vs data warehouse

With the rise of big data and the explosion of new data sources, traditional data warehousing approaches may not be sufficient to meet the needs of modern data management and analytics, creating confusions between Data lake and Data warehouse. This has led to the development of new approaches, including Data Lake and Data Warehouse. Each approach offers unique benefits and drawbacks, and understanding the differences between them is critical to making informed decisions about data management and analytics.

data lake vs data warehouse

Data Lake

A Data Lake is a centralized repository that allows businesses to store vast amounts of raw, unstructured, or structured data at scale. It provides a flexible storage environment, enabling organizations to ingest diverse data types without the need for upfront structuring. This unrefined data can then be processed and analyzed for valuable insights, making Data Lakes ideal for handling large volumes of real-time and varied data.

Benefits and Use Cases of Data Lake

Data lakes provide scalable and cost-effective storage, accommodating diverse data types such as raw and unstructured data for flexible analysis. With a focus on real-time analytics and advanced capabilities like machine learning, they support innovation in algorithm development. Cost-efficient storage solutions, often leveraging scalable cloud storage, make data lakes economical for managing large datasets.

Use cases range from big data analytics, IoT data management, and ad hoc analysis to long-term data archiving and achieving a 360-degree customer view. In essence, data lakes offer dynamic repositories that empower organizations with flexibility, real-time insights, and comprehensive data management solutions.

Data Warehouse

On the other hand, a Data Warehouse is a structured, organized database optimized for analysis and reporting. It is designed to store structured data from various sources in a format that is easily queryable and supports business intelligence reporting. Data Warehouses are characterized by their schema-on-write approach, requiring data to be structured before entering the system, ensuring a high level of consistency for analytical purposes.

Benefits and Use Cases of Data Warehouse

Data warehouses offer a multitude of benefits, including optimized structured data analysis for improved query performance and efficient reporting. They preserve historical data for time-series analysis and audit trails, enhance business intelligence through data consolidation and dashboard creation, ensure data quality and consistency through cleansing processes, and provide scalability to handle growing data volumes.

Common use cases encompass business performance analysis, customer relationship management, supply chain optimization, financial reporting and compliance, and human resources analytics.

Data Management and Analytics

Data Storage:

Data Lakes excel in accommodating massive volumes of raw and unstructured data, offering a scalable and cost-effective solution. This flexibility enables businesses to store data without the need for immediate structuring, allowing for quick and agile data ingestion. On the other hand, Data Warehouses focus on structured data storage, emphasizing a predefined schema for efficient querying and analysis. The structured approach in Data Warehouses ensures data consistency, making it suitable for organized storage and retrieval in analytical scenarios.

Data Management:

Efficient data management is a common thread in both Data Lakes and Data Warehouses, with different approaches. Data Lakes provide an easier environment, allowing businesses to ingest diverse data types without upfront structuring. This flexibility is ideal for exploratory analysis and discovering hidden patterns in raw data. And, Data Warehouses prioritize structured data management, adhering to a predefined schema. This structured approach simplifies data governance, ensuring consistency and reliability for strategic decision-making and business intelligence reporting.

Big Data:

Data Lakes shine when dealing with the volume, variety, and velocity of big data, offering a scalable repository for diverse and large datasets. Their ability to store raw and unstructured data positions them as a valuable solution for businesses dealing with the complexities of big data. Data Warehouses, while excelling in structured data analysis, may face challenges with the sheer volume and variety of big data. However, the two can complement each other in a hybrid approach, providing a comprehensive solution for businesses dealing with the challenges posed by big data.

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Finding the Right Fit: data lake vs data warehouse

Is there room for both Data Lake and Data Warehouse in your data strategy? Explore the benefits of adopting a hybrid approach, seamlessly integrating the strengths of both solutions for comprehensive data management. Discover the factors to consider when choosing between Data Lake and Data Warehouse solutions. From cost considerations to scalability needs and varying data types and formats, find the perfect fit with Global Data 365 for your business’s unique requirements by contacting us now.

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Dynamics GP reporting

Home > Blogs > How To Automate Reporting From Dynamics GP?

How To Automate Reporting From Dynamics GP?

March 26, 2021

Global Data 365 is composed of highly skilled professionals who specialize in streamlining the data and automate the reporting process through the utilization of various business intelligence tools.

Dynamics GP reporting

If you do not fully understand the complex underlying data structure of over 1300+ tables and 22500+ fields, then Dynamics GP Reporting can prove to be a problem. Recently, Microsoft Dynamics ERP software has evolved to Dynamics 365 Business Central cloud, and it brings versatility and easy access for small businesses throughout the world. Reporting challenges are bound to arise due to the complex nature of the data structure field. All ERP solutions are made of back-ends that are hard to operate for anyone who is not a specialized expert or administrator.

ERP solutions, like Dynamics GP, are designed to optimize business processes and data storage. Its main focus is on storing data, not extracting it. Microsoft Dynamics GP has advanced and evolved in the ways users receive their reports. Management Reporter has advanced to the new setting providing an Excel-integrated tool known as Jet Basics; Smart List has for a long time provided the export-to-spreadsheet option, and Power BI is coming out as a great tool for data visualization. Similar to other Microsoft Dynamics solutions, Dynamics GP is evolving when it comes to providing built-in and extra tools for users to get data visualization.

According to the feedback received from thousands of users from across the globe, users complain about the reporting and analytics in Dynamics GP, as it fails to meet functional reporting requirements outside of financial reporting. The reason behind this could be the complex GP data structure or the unavailability of specialized experts. In any way, depending on these tools is costing users their time and money. Companies are forced to recruit Dynamics GP experts because of the lack of access to one organized, instant visualization of the data.

If you face limitations in your financial systems while regularly using Dynamics GP to optimise processes, then the main challenges that you may be facing in operational reporting are:

Challenges in reporting from Dynamics GP

The four main challenges faced by businesses in reporting from Dynamics GP are:

– SSRS Programming:
Programming in SSRS is costly and slow due to a large amount of data, intricate linking tools, and the programming skill needed to form a report.

– Managing Unorganized Data in Excel:
In a company, every person has their own spreadsheets, which can result in unreliable data and security risks. As every department has different approach in completing its operations.

– Power BI Views:
Power BI can be difficult to navigate for someone who is not a technical expert due to the compilation of data that results in a single view and the rewriting needed to change the views.

– Constructing OLAP Data Cubes:
Constructing OLAP data cubes can be hard and time-consuming as it requires a specialized expert who is familiar with both SSAS data cubes and Dynamics GP.

Keeping these challenges in mind, Global Data 365 has a solution to overcome your Dynamics GP users’ time, money, and effort, all the while creating better reports. It begins with Jet Analytics, the fundamental Dynamics GP data solution.

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How Global Data 365 helps with Reporting in Dynamics GP?

Global Data 365 provides better services and implementation to address the obstacles using dynamics that lead your business to success. Without the need for developers and costly experts, Jet Analytics is a complete business intelligence solution designed to obtain quick, customizable reports and dashboards in Excel. And it is possible to do it yourself. Jet Analytics puts all the Dynamics GP data into one and organized it in one location using a pre-built data warehouse, OLAP data cubes, and dashboards.

If it is paired with a user-based front-end reporting tool, it makes it possible for users to view, assemble, and prepare the data, so you can benefit from the robust data visualization tools of Power BI and be more effective with operational reporting and analysis. The Jet Data Manager is used as a back-end tool by Jet Analytics to configure turnkey data warehouses and OLAP cubes to assist you monitor and organize your Dynamics GP data.

Jet Analytics provides users to use Excel for all your reporting requirements with one operating location for your reporting, but it offers one source and data management system to handle the delivery, security, business measures, calculations, and run-time of such reports. So, do not let your existing obstacles in operational reporting keep you from receiving immediate insight into your data. Companies can now improve the visibility of real-time data to help Dynamics GP users turn efficient and enjoy Jet Analytics full capabilities.

We, at Global Data 365, offers free one month license of Jet Analytics for you to test it with your Dynamics GP database and see the value it brings into your reporting process. Contact Us to order your trial license now.

Get 30 days free upgrade to Jet Reports.

Jet Analytics Data Warehouse as a Future-Proof Business Solution

Home > Blogs > Jet Analytics Data Warehouse as a Future-Proof Business Solution

Jet Analytics Data Warehouse

March 26, 2021

Global Data 365 is composed of highly skilled professionals who specialize in streamlining the data and automate the reporting process through the utilization of various business intelligence tools.

Jet Analytics Data Warehouse as a Future-Proof Business Solution

To remain competitive, a business needs to implement a jet Data Warehouse system that can keep with future requirements. Preparing to implement an ERP system can be a challenging task. Data storage technology’s future will be characterized by speed, convenience, and efficiency. Many of Microsoft’s legacy GP, NAV, and SL customers are likely to be considering a shift to the new platform now that the company’s latest ERP software version for small and midsize businesses has been released.

Microsoft Dynamics 365 (D365 BC) is the next version of the Microsoft Dynamics NAV code base. It is expanding it to a more cloud-friendly platform and incorporating it more deeply than before with the remainder of the Microsoft stack. The process of data transfer is never an easy task, no matter which ERP system you are moving from. Some particular problems related to data transfer are there. Surprisingly, many of them can be easily handled using a data warehouse.

Although data warehouses have been built for a different reason (i.e. to store data for big data analytics), they can provide tremendous value during an ERP transfer. That is because an entire data warehouse solution can pay itself from the savings generated by the process of migration itself. Enterprises have access to an increasing amount of data from all departments of their sector. Controlling how data travels through the enterprise becomes increasingly important as a company gathers data in different formats.

Data warehouse Obstacles during Data Transfer

Data warehouse technology has not changed much. However, the rise of Big Data and an excess demand for data has uncovered technical vulnerabilities that some legacy warehouses are not equipped to manage. One of the first questions asked from a project team when it comes to data transfer is which data is going to be moved from the old system to the new one? Firstly, all the data is going to be transferred. Secondly, many businesses have collected a large amount of historical data. Exporting data, filtering it, cleaning it, and reformatting it for the new system costs time and money.

Then the challenge arises of matching transactions. Bringing the list of the history of customer payments and invoices is a separate thing from recreating the history, providing the details of the payments made to certain invoices in certain amounts. On the other hand, the cloud model distinguishes storage from computing, resulting in a new level of cost and performance efficiency. Enabling IT to:

– Pay for only what is used.
– Gain total cost/performance leverage.
– Reduce duplication of data.
– Eliminating loading of data.
– Multiple platforms can access the same data.

If the company continues to retain the old system intact, it will cost them time and money. If only a single person knows how to operate the system leaves, or if the system update conflicts with the old ERP software. It will cost your company time on support and maintenance.

Jet analytics Data Warehouse as a Solution

Most ERP system manager fails to think of the alternative; a data warehouse solution that contains data from your old ERP system. It contains all of the data you require for historical reference. With a data warehouse, there is no need to handle transactions on the old system.

In comparison to the cost of maintenance of an old ERP system vs. a data warehouse, the data warehouse comes out on top every time. It not only solves the issue of historical ERP records but also serves an ongoing function as well. It significantly reduces security risks. The cloud has changed the way companies handle and store data for the better. To satisfy your existing and future business needs, cloud computing will help you create a new modern data infrastructure. Your organization now has the opportunity to harness its data’s potential, delivering unmatched productivity and ROI. You are finally ready to turn your data to reveal the deeper insights that will help you make better business decisions and produce higher-quality results.

Data Warehouse as a Migration Tool

By creating a standard data model for your old and new ERP systems within the data warehouse. You can utilize the data warehouse as a migration tool itself. You may proactively use the data harmonization process among the two platforms to clean and normalize data from the old system and prepare it for transfer to the new system.

Since most people think of a data warehouse primarily as a staging area for reports. This is a creative solution to the issue of data migration that is rarely suggested.

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ERP Migration without Reformatting Reports

The future is hard to foresee, but one certain thing is that the most productive data warehouses are those that can use their data efficiently to optimize operations, anticipate market shifts, and boost availability. Similarly, Jet Analytics is a reporting platform from Global Data 365 that deals with the entire Microsoft Dynamics products, which include Microsoft Dynamics CRM, AX (Axapta), NAV (Navision), GP (Great Plains), SL (Solomon), BC, and Microsoft Dynamics 365 Finance and Supply Chain Management product.

The relation between Jet Analytics and the various products of Microsoft Dynamics operates independently. Users can extract data from the ERP system, which is integrated inside the data warehouse to a harmonized data structure. The customer records of both Microsoft Dynamics GP and Microsoft Dynamics Business Central may appear the same in the data warehouse. Invoice records from various systems will also appear similar.

If you are thinking about transferring data from one system to another, particularly from Microsoft’s legacy ERP products to D365 BC, you can save time and money by implementing these approaches. Jet Analytics data warehouse can offer the following benefits:

– You can automate the removal and transfer of data that you intend to migrate by linking the Jet Analytics product to your old system, storing them in the data warehouse for import to the new system.

– You can tackle the issue of historical data by using Jet Analytics to provide unlimited access to data that is too difficult or costly to transfer. This decreases the probability of security breaches, saves recourses, and improves efficiency.

– If you have used Jet Analytics to develop reports for your previous Microsoft Dynamics ERP system. You can continue using the reports for data with little to no change from your new Microsoft Dynamics ERP system. This saves considerable time and money on implementation.

– You will have the most sturdy BI and reporting platform on the market after the migration, which will remove any potential reporting inefficacies.

A Detailed View over Time

The Jet Analytics data warehouse approach enables you to view both old and new data together as a single whole. Jet Analytics helps businesses to run comparative reports that look back through different years. Information is structure and interpreted by the data warehouse as if it originated from a single system.

Any level of compliance is involved in most ERP system implementations. One such compliance is the necessity of a complete break from the past. This particular problem is tackled effectively by the Jet Analytics data warehouse approach.

Jet Analytics Data warehouse as a Solution

For the success of any business, the present and future warehouse management systems need to embrace the incorporation of BI software solutions and visualization of insight. You can get started with Jet Analytics whether you have upgraded to the latest versions of Microsoft’s ERP system. There are many advantages to implementing a Jet Analytics data warehouse system.

– Jet Analytics can be deployed ahead of an ERP framework update to give you a head start, reduce risk, and lighten the overall implementation workload. When you finally introduce a new ERP system, report creation on Jet Analytics will continue to pay off.

– By acquainting yourself and your staff with the data warehouse setting, you can obtain an understanding of the benefits of implementing the Jet Analytics data warehouse system.

It is time to unlock the potential of your data to drive your business ahead. To learn more about how Jet Analytics can benefit your company or learn to improvise with Jet Analytics training.

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