Dynamics 365 Guides

Internet eBusiness Solutions works hard to keep clients well-informed about the power and benefits that come with Dynamics 365 solutions. Because of that, we’re constantly working to keep our blog updated with practical implementation tips. However, the sheer volume of information we provide can be hard to track. That’s why we thought it was a good idea to focus on our Dynamics 365 guides and pull them together in one place. Use this roundup to go down the list on implementing various features of the Dynamics 365 platform. If you need a Dynamics 365 deployment guide, come to IES.

Ecommerce Integration

Online merchants looking to integrate their Shopify storefront data, social media, and ERP platform with Dynamics 365 CRM should read through our Dynamics 365 Ecommerce integration overview. It goes over the benefits of integrating Shopify with Dynamics 365 using an integration provided by Silver Microsoft partner DBSync.

In addition, our Dynamics 365 implementation guide also walks you through the process of setting up your Dynamics 365 Marketing platform to control your social media accounts. You can leverage Dynamics 365 Marketing to schedule regular social media postings on popular outlets like Facebook by following the implementation guide.

The guide also touches on the benefits of integrating Dynamics 365 with Sana Commerce. That way, you can create your ideal ERP system without having developers having to spend a lot of time on back-end customizations. You can quickly adapt your web store to use with your current back-end systems.

Eyal Lalo

President of Invicta Watch Company of America

Invicta strives on quality and precision. We have been using Dynamics GP for quite some time and also integrated the eCommerce Manager by IES. IES has shown that it can provide the kind of services we need to grow with our dynamic business and assist us at any time with accuracy.

John Harris

Managing Director, Coral Gables Trust

At Coral Gables Trust we strive to provide our customers the best possible care and attention as a wealth and investment management trust company. It is important for us to have a proven CRM technology and an experienced trusted solution partner to implement and render ongoing quality support.

Dan Grossman

CPA

We have been using Great Plains for almost 15 years since the DOS version. Now we manage over 350 plus companies in GP. We tried a few local partners but I can attest that we could not have grown our business without the consultative approach of IES.

MICROSOFT BUSINESS CENTRAL API

Many organizations struggle with keeping up with various data storage instances scattered throughout the company. For example, you can have some vital information stored in an SQL database and other data housed in a Salesforce instance. The Microsoft Business Central API allows you to facilitate communication between different applications while tapping into data anywhere in the company.

To get started, read our Microsoft Business Central API implementation guide. It takes you through the process of setting up basic authentication. If you’re working with an instance of Azure Active Directory (AAD), our guide walks you through registering with the Microsoft Identity platform and adding user permissions.

Your configuration of Dynamics 365 Business Central API helps you build the platform necessary to address your most pressing business concerns. For example, you can set up data flows between different applications to benefit your sales and customer service teams.

Dynamics Finance 365 Implementation

Originally part of a suite that included Operations, Dynamics 365 Finance centralized all financial management functions within a centralized location. As a result, you gain complete control over business functions like project management, budgeting, financials, and accounting. Our Dynamics 365 Finance implementation guide breaks things down into five steps to help get your instance up and running in no time.

We walk you through what you should learn before getting started, including the different roles involved in a Dynamics 365 Finance project. From there, we take you through the following phases of a Dynamics 365 Finance implementation:

• Lifecycle Services (LCS) Configuration
• Performing an analysis
• Conducting design and development
• Testing an implementation
• Deploying and running an implementation

With Dynamics 365 Finance, you can put your organization on the path to profitability. In addition, you can use the platform’s analytics capabilities to make better business decisions. Instead of spending time on tedious manual tasks, use automation to handle that work, leaving users free to be productive in other areas.

Enabling Power BI in Dynamics 365

Power BI allows users to create visualizations that give them a 360-degree view of the workings of different corners of a company. Thanks to built-in integrations, you can leverage the power of Power BI within your Dynamics 365 instance. Our Dynamics 365 implantation guide covers everything you need to start using Power BI and Dynamics 365 together.

We cover the questions often asked during the initial setup like:

Registering a Power BI account
Configuring Power BI settings for Finance 365
Pinning times within a workplace

Our guide also goes over how adding Power BI to your Dynamics 365 software boosts your analytical capabilities. In addition, we talk about how you can enhance your reporting and comply with standards around sending electronic documents to different regions.

Dynamics 365 Data Migration

There are so many things that can go wrong with a data migration. However, they’re often necessary to keep company information updated. We worked hard to remove a lot of the stress from Dynamics 365 data integrations with our 7-step Dynamics 365 migration guide. It goes over the details of the prep work you should perform before getting started, including:

Getting the company ready
Selecting the right Dynamics 365 features
Cleaning and mapping data
Picking the right migration tool
Setting up data migration scripts
Testing data transfers

The goal is to ensure that you don’t miss any critical steps during your data migration. That way, the process should go more smoothly.

Learn More About Dynamics 365

Integrated E-Business Solutions continually updates our blog to bring you the latest and greatest on Dynamics 365. If you’re looking for help on your Dynamics 365 integrations, feel free to contact a member of our team anytime.