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A look into the world of Microsoft Dynamics.

How to Enable Power BI in Dynamics 365

Posted by IES on Apr 6, 2021 10:00:00 AM

Embedding Power BI into a Dynamics 365 instance gives users the ability to pull in reports, tiles, and dashboards from Power BI. You’ll need administrator access to perform a one-time configuration between the two applications to ensure proper communication and authentication. That allows the Dynamics 365 server to contact Power BI for a user, gain access to specific visualizations, and then redraw it within the application.

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Topics: Dynamics 365

What is Azure Active Directory, and How Do You Use It?

Posted by IES on Mar 30, 2021 10:30:00 AM

Identity and Access Management (IAM) solutions help organizations define, organize, and manage users' roles within an organization. Administrators control the access individual users have to relevant systems and applications and revoke privileges when warranted. The growing embrace of cloud technology provided Microsoft with an opportunity to evolve its popular Windows Active Directory (AD) IAM, leading to the development of Azure Active Directory (Azure AD).

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Topics: azure

What Can Microsoft Dynamics 365 Do for Your Organization?

Posted by IES on Mar 30, 2021 9:00:00 AM

Microsoft Dynamics 365 is more than just another CRM solution. It provides a full suite of cloud software solutions that help organizations streamline many of the manual business processes that can bog down your workers' efficiency. Incorporating the right elements of the Dynamics 365 platform can give your employees the freedom to focus on the tasks critical to achieving company goals. The following overview should provide some clarity if you’re still having trouble figuring out the answer to the question: What can Dynamics 365 do for your business?

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Topics: Dynamics 365

How Much Does Microsoft Dynamics 365 Cost? Pricing Guide for 2021

Posted by IES on Mar 23, 2021 2:14:08 PM

The Microsoft Dynamics 365 suite of cloud-based business applications makes it possible for organizations to streamline tasks required for administrative services. This frees your workforce up to focus on what’s important, like building and maintaining customer relationships or making sure you keep up with promising sales leads. The flexibility offered by Dynamics 365 is why so many companies use it as their CRM.

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Topics: Dynamics 365

How to Create and Connect to an Azure Virtual Machine

Posted by IES on Mar 23, 2021 10:30:00 AM

A virtual machine (VM) is an individual operating system that works like a physical computer but is created with software that builds an abstraction layer over existing physical hardware. Microsoft Azure gives organizations the ability to create VMs through their Azure Infrastructure as a Service (IaaS) platform. There several different ways IT shops can leverage Azure IaaS to create new VM instances as needed to support business goals.

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Topics: azure

IaaS vs. PaaS vs. SaaS: Where Does Azure Fall?

Posted by IES on Mar 16, 2021 10:30:00 AM

The past decade has seen a dramatic rise in As-A-Service cloud technology offerings designed to reduce upfront IT costs for organizations, offer more business flexibility, and provide easy access to innovative business technology. Microsoft Azure’s suite of products gives organizations the ability to choose different services to scale and adapt to their business needs. Customers pay a subscription each month to gain access to Azure services, including Azure Infrastructure as a Service (IaaS), Platform as a Service (PaaS), and Software as a Service (SaaS) product models.

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Topics: azure

How to Assign Security Roles in Dynamics 365

Posted by IES on Mar 10, 2021 10:30:00 AM

Microsoft Dynamics 365 provides organizations with a suite of comprehensive services that help them meet the company's needs. IT administrators charged with providing access to various applications can set up security roles designed to grant users specific data privileges. It’s possible to assign users to more than one security role depending on their position in an organization and the necessity for them to access specific information.

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Topics: azure

Dynamics 365 Migration Guide: A 7-Step Process

Posted by IES on Feb 16, 2021 10:15:00 AM

Planning a data migration is a tricky process, but it’s vital to keeping up with the latest updates to CRM software that can improve the productivity of your team. However, there are a tremendous number of pitfalls that can be incredibly stressful if you’re not prepared. Making sure your team’s workflows are in sync with the new software is just as important as migrating the data. But that’s not all; cleaning up the data and mapping the features are just as important as using a test environment before deploying the software.

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Topics: Dynamics 365

5 Ways a CRM for Financial Advisors Changes Your business

Posted by IES on Feb 9, 2021 10:15:00 AM

Like most businesses, the financial services industry relies on the client relationship to stay competitive. It’s a people-driven business, after all, and with those clients come reams of financial data that must be kept secure. A customer relationship management (CRM) platform is an important tool for financial advisors in banking, retirement, portfolio planning, or other areas, to manage data and client contacts. Here are 10 ways a CRM for financial advisors can change your business.

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Topics: CRM

Microsoft Azure Security Best Practices

Posted by IES on Feb 4, 2021 10:15:00 AM

Infrastructure-as-a Service (IaaS) is expected to hit the $72 billion mark this year, making it not only a hot service, but also a hot target for cyber attacks. Computer Business Review reports a 300% increase in attacks in the past year, from Trojans to denial of service attacks (DoS). As recently as December 2019, hackers exploited an Azure vulnerability that allowed them to take over Microsoft Azure user accounts. This could cause loss of data, compromised servers, data manipulation, and even encryption of all data via ransomware. What are the Azure security best practices for companies to ensure they don’t fall victim to a malicious cyber attack?

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Topics: azure