Northrop & Johnson boosts sales and marketing efforts with Dynamics 365

(light music) – The super yacht, it’s
the ultimate lifestyle. You have to have the time
and the money to enjoy it. You can go wherever you want. You can do whatever you want. You have your floating, amazing
five-star property with you. There’s nothing like it. It’s is the epitome of ultimate
luxury and satisfaction, to create memories for
you and your family. So, the level of wealth that
we’re dealing with in this particular segment is,
uh, is extraordinary. – It’s a very small and targeted market that we’re going after. And so, all of our
marketing has to be spot on. We don’t have a chance to have a mistake. We need to make sure everything’s
completely personalized, the right message at the right moments, to really have impact on our clients. We’re about quality over quantity with our marketing efforts. – It’s trust, it’s personalization
and it’s innovation. Those are the three areas that we tend to focus on quite a bit. One of the areas that we really heavily invest in is technology. We really started looking at certain areas and how we can improve, how
can we get the entire ecosystem under one banner, and that’s
why we chose Microsoft. – Dynamics 365 was an easy choice. We initially moved to Dynamics
365 Marketing and Sales because we used a whole
suite of different services; for email, for event
planning, for social media, for landing pages and other services. Eight or nine different
systems that were all not connected at all. Then to go to a full suite
where it’s all just one system that’s fully integrated with our CRM data is absolutely amazing. Dynamics 365 gives us the ability
to see as soon as a client first comes to our website
and interacts with a form or they’ve clicked one of our emails, and then we get to follow
them and score them on how much they’re
interacting with our business. And that really gives
us a lot more insight into our customer journey, which we didn’t even know before. For our salespeople to be able
to go and see all the sales insights and all the analytics right there in their contact records is huge for them. The insights provide our
sales people with knowledge that nobody else has. This is a competitive advantage for us. – We have systems in our disposal, that no other brokerage
house has, it’s everything. Especially when you’re dealing
with clients at that level. They wanna know that
they are taken care of. Sometimes you get very few
minutes with them, you know, they’re very busy individuals. If you mess up and
you’re not fully briefed, it could cost you a sale. So, having it at the palm of
your hand and having a system that connects the entire company no matter where you are is huge for us. With Dynamics 365, we’ve
tripled the company in any KPI, whatever you wanna measure it on. We pretty much tripled everything.

How to set up categories for items in Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central. Set up categories for items. Trading companies typically handle many products. In Microsoft Dynamics 365 Business Central, products are called items. In Business Central, we can categorize items to make it easier to sort them, search for them, and filter them in reports. In this video, we’ll create an item category and assign an item to it. To create a new item category, we’ll search for “Item Categories”, and then choose the Item Categories link in the search results. On the Item Categories page, we’ll choose New to create a new item category. We’ll enter a code, which is just an identifier for the category, and then we’ll enter a description. If we want to, we can create a hierarchy of categories. On the General fast tab, in the Parent Category field, we can choose a category that our new category belongs to. Next, we can assign attributes for the item category. If we chose a parent category, our new category inherits attributes from it. The same is true when we assign an item category to an item. The item will inherit attributes from the category. Now that we have created the item category, let’s assign it to an item. We’ll choose Items to open the items list, and then choose the item we want to include in the item category. On the Item fast tab, in the Item Category Code field, we’ll choose the category for the item. And that’s it. Our item now belongs to an item category. Thanks for watching.

How to work with inventory costing in Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central. Working with inventory costing. When creating a new item in Microsoft Dynamics 365 Business Central, one of the important things to specify is the costing method. The costing method defines how the item is valued when it enters our inventory, while we store it, and when it leaves inventory. We can choose from 5 costing methods: FIFO, LIFO, Average, Specific, and Standard. For FIFO and LIFO costing, when an item is sold the value processed is the actual value of either the first or last receipt of the item. The Average costing method calculates the average cost of an item with every positive adjustment. With the Specific costing method, the item is valued with the exact cost of that item’s receipt. Lastly, the Standard costing method will use a preset unit cost and when the actual cost is realized, the standard cost will be adjusted to the actual through variances. When you purchase goods, the goods are received through a purchase order or purchase invoice. Receipt of goods can also have additional costing elements like freight, insurance, and duty. Before posting these additional purchase invoices you will need to assign a value to the specific purchase receipts, so that the additional cost is passed to the items. To create a purchase invoice for costing, choose the Search icon at the top right of the screen, type “Purchase Invoices” and choose the Purchase Invoices link in the search results. Now we’ll choose New to create a new purchase invoice, and then fill in the information required on the Purchase Header. On the purchase line, we’ll choose the type Charge (Item) and choose the Freight Charge in the Number field. We’ll set the Quantity to one and then set the Direct Unit Cost with the amount for the freight. The next step is to assign this cost to a specific purchase receipt. We’ll press Line, Related Information and then the Item Charge Assignment option. The Item Charge Assignment page will open and we’ll press Item Charge, and then Get Receipt Lines to select the receipt lines we want to assign the cost to. Now we’ll select the lines and press OK to transfer them to the Item Charge Assignment page. To get some help to assign the cost correctly, we’ll choose Item Charge and then Suggest Item Charge Assignment. In the message box that appears we’ll need to choose how we’ll distribute cost to the receipt lines. Equally will divide the amount equally per line. The other three options will assign the amount based on the amount, the weight, or the volume of each line. We’ll choose OK to continue. The Quantity to Assign is now filled in for each line. We’ll choose Close, and then post the purchase invoice. Posting will create additional value entries for each item ledger entry of the items’ receipts, increasing the cost of each item by the amount assigned. And that’s it. Thanks for watching.

How to correct or cancel purchase invoices in Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central. Correct or cancel posted purchase invoices. Mistakes happen, and when they do it’s nice to be able to correct them. In Business Central, we can correct or cancel posted purchase invoices as long as we haven’t applied a payment to them. In cases where we have applied a payment, we’ll need to create a purchase credit memo or a purchase return order to reverse the transaction. In this video we’ll look at how to correct or cancel an invoice. To correct or cancel a posted purchase invoice, in the Search field, we’ll type “Posted Purchase Invoices” and then choose the Posted Purchase Invoices link in the search results. On the Posted Purchase Invoices page we’ll choose the invoice we want to correct or cancel. To correct the invoice, we’ll choose the Correct action. A message pops up, asking whether we want to continue with the correction. We do, so we’ll choose Yes. Business Central will automatically create and post a credit memo for the invoice and recreate the invoice so we can make our changes. Let’s change the quantity and then use the Post action to post the invoice. Let’s return to the Posted Purchase Invoices page and verify that the original invoice was canceled. On the General fast tab, we’ll choose Show more, and then scroll down to the Canceled field. Additionally, we can go to the Posted Purchase Credit Memo by choosing the Correct – Show Canceled Corrective Credit Memo action. The steps to cancel a posted purchase invoice are similar. The only differences are that we’d choose the Cancel action instead of Correct, and Business Central will automatically create and post a Canceling Credit Memo. And that’s how to correct a mistake on a purchase order after we’ve posted it.

How to set up a location for inventory in Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central. Set up a location for inventory. Companies that keep items in inventory typically want to be able to identify the physical location of the items. In Dynamics 365 Business Central, we do that by defining locations. This video covers the process of creating an inventory location. To create a new location, we’ll choose the Search icon, type “locations”, and then choose the Locations link in the search results. The Locations list opens. We’ll choose New, and then New again to create a new location. We’ll fill in the Code, which is the identifier for the location, and give the location a descriptive name The Use As In-Transit toggle defines whether the location is used when we transfer goods between 2 locations. On the Address and Contact fast tab, we’ll enter contact information for the location. OK, we’ve entered the basics and our location is created and ready to use for inventory. Let’s take a minute to briefly explore some of the more advanced options. If we’re ready to manage finance-related information about the location, we can define how Business Central will post transactions for the items we keep in it. We’d do that by preparing the Inventory Posting Setup. We can get to the setup by choosing Location, and then the Inventory Posting Setup action. There’s also functionality for locations in basic and advanced warehousing processes. The Location card is where we set those up. For example, on the Warehouse fast tab we have settings for receiving, put-aways, and picking. If we want to use bins, we can create them for each location and set them up on the Bins and Bin Policies fast tabs. Thanks for watching.

How to set up payment methods in Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central. Set up payment methods. In Business Central, we assign payment methods to customers to define how they will pay us, and to vendors to define how we prefer to pay them. Some typical payment methods are “on Account”, cash, cheque, and bank. This video shows how to set up a payment method. After we assign a payment method to a customer or vendor, all sales and purchase documents that we create for them will automatically use the payment method. However, we could change the payment method for an individual document. To set up a payment method, in the Search field we’ll enter “Payment Methods” and then choose the Payment Methods link in the search results. We’ll choose New to create a new payment method. The two required fields are Code and Description. Depending on the type of payment method and how we will use it, we can specify some additional settings. Let’s quickly walk through the options. The Balance Account Type field defines the account type, Bank or General Ledger Account, of the balancing entry when we use this payment method. The Balance Account Number defines the account number for the balancing entry. The Direct Debit checkbox specifies whether this payment method is used for direct debit collections. If we do allow direct debit, the Direct Debit Payment Terms Code is used to assign a payment term. The Payment Export Line Definition defines the data exchange definition used to export payments. And finally, the Bank data conversion Payment Type is used when exporting payment transactions by using the bank data conversion service. Now that we have a payment method, we can assign it to customers and vendors.

How to set up an item to sell in Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central. Set up an item to sell. In Business Central, products and services are called items and they form the basis of the trade capabilities. This video shows how to enter the basic settings for an item. To create a new item, in the search field, we’ll enter “Items” and then choose the link in the search results. Now we’ll choose New to create a new item. If we have created templates for items, a page will open and prompt us to choose a template. Item templates are a way to save time and add consistency when we create new items. We can create templates that contain information that specific types of items have in common. When we create an item of that type and choose the template, the shared information is already entered. We’ll choose the Item template. On the Item fast tab, we’ll enter a description of the new item, and choose the type. We can choose from 3 types of items. The Inventory type is used for items that we track physical inventory for, Non-Inventory is used for items that we don’t track, and Services for service items, such as those we bill based on time. Now we’ll specify the Base Unit of Measure, which is how we measure the physical inventory for this item. All item ledger entries for this item will be posted with this unit of measure. On the Item fast tab, we can also assign the item to a category by choosing an option in the Item Category Code field. Moving on to the Inventory fast tab, we can define the physical attributes of the item in the Net Weight, Gross Weight, and Unit Volume fields. We can also set up some safeguards here. For example, in the Stockout Warning field, we can specify whether we want a warning message to display when someone chooses an item on a sales document, but the quantity they’re selling will bring the inventory level below 0. Or, in the Prevent Negative Inventory field, we can prevent people from posting sales documents when quantities will bring our inventory level below 0 for the item. We might have to choose Show more to see this field. Next is the Costs and Posting fast tab. Here we’ll choose a costing method to specify how we want to calculate the cost of the item. There’s also the Posting Details section, which is where we define how the item is posted in the chart of accounts. The Inventory Posting Group field defines the general ledger account in the balance sheet, and the General Product Posting Group field defines the general ledger accounts for selling and purchasing the item. Finally, depending on our region, in either the Tax Group Code or the VAT Product Posting Group fields, we’ll choose an option to specify the tax percentage for the item. On the Prices and Sales fast tab, in the Unit Price field, we can specify how much we’ll sell 1 unit of the item for. The price can include sales tax. If it does, in the Unit Price Excluding Tax field, we can specify the price before tax is added. Some additional settings we might make here are the Allow Invoice Discount field, which specifies whether we want to include this item in invoice discount calculations, the Item Discount Group field, which specifies whether to include the item in a discount group, and the Sales Unit of Measure field, which defines a default unit of measure when we choose the item on sales documents. We can add more details about the item on the remaining fast tabs. For example, on the Replenishment fast tab we can enter settings for restocking the item. On the Planning fast tab we’ll find settings for reordering the item. On the Item Tracking fast tab, if we want to track this item in our supply chain by using serial or lot numbers, we can select an option in the Item Tracking Code field. Lastly, if we’re using warehousing capabilities, we’ll find settings for that on the Warehouse fast tab. And that’s it. Our item is created and ready to sell.

Design marketing emails with Dynamics 365 for Marketing

With Dynamics 365 for Marketing, you can create
and deliver beautiful, personalized marketing email messages like this one, which includes:
Dynamic content, such as this personalized greeting. Multicolumn layouts – with responsive design
so it adapts to most devices and screen sizes. Graphics and images that are managed and served
by Dynamics 365. Call-to-action buttons that take readers to
landing pages, event registrations, surveys, and more. And important compliance features like subscription
management and sender identification. To design a message, go to Dynamics 365 for
Marketing and open the Marketing Email page. Then choose New from the command bar. You start by choosing a template. Templates help you get started quickly by
providing premade designs. Dynamics 365 provides many professionally
designed templates for a variety of situations. The email designer features a canvas, where
you assemble your design, and a toolbox with resources and settings. Add new elements to your design by dragging
blocks from the Toolbox. For example, add an image by dragging an Image
block onto your design. The designer displays a placeholder until
you choose an image. The Properties tab opens automatically when
a new block is added or an existing block is selected. Here is where you add settings for the block. Click the browse button to open your image
library and choose the image you want to use in your email. Let’s add a block of text by dragging a
Text block. Select and type text directly into the block. The toolbar lets you style the text, create
links, format lists, and more. Also, the assist-edit button helps you add
dynamic, personalized content to the message. For example, to add the recipient’s first
name, click assist-edit, then choose contact and first-name. Now each contact that receives the email will
see their own name in the message. Use the Styles tab to style the appearance
of your message by adjusting the fonts, background, color palette, and more. Go to the Preview tab to get a better idea
of how your design will look on various screen sizes. Preview your dynamic content by choosing a
sample contact and content settings here under Properties. When your design is ready, choose Check for
Errors to make sure it includes all required elements and doesn’t contain any common
coding errors. For a final check, try sending a test message
to yourself so you can see exactly how the message will look in your inbox. Your message is now complete, so choose
Go Live to publish it to the Dynamics 365 email service, where it will be ready for delivery
as part of a customer journey.

Introduction to Dynamics 365 for Marketing

Dynamics 365 for Marketing,
helps you plan, automate, and monitor the full customer journey as prospects travel
from discovery, through nurturing, and onward to become marketing-qualified leads. You can run automated email campaigns, plan
and promote sales events, create interactive online forms, generate and score leads, collaborate
seamlessly with Sales, and much more, all in one place. In this video, we’ll observe the customer
journey as seen by three personas: the marketer, the salesperson, and the customer. Let’s start with the marketer. Marketers can quickly create captivating bulk
emails with the designer tool. They can drag content blocks from the toolbox,
stylize content, add text, add graphics or images, merge fields, and more. The designer provides a preview feature that
lets marketers see how the message will look in different devices and orientations. The marketer sets up a customer journey by
arranging tiles on the canvas to create a sequence of customer touch points and actions. She establishes who will receive the marketing
communications, the content within each contact point, and when each message will go out. The marketer does one final check on the email
before the journey goes live. Marketers can create lead-scoring models that
score each lead based on actions such as email opens, email clicks, event registrations,
website visits, and more. When a lead reaches a sales-ready score, a
salesperson can pick it up. Now, let’s experience the journey through
the eyes of the customer. The customer receives an email offer to join
an early-access Xbox-live creators program. She opens the email and clicks the registration
link. The link takes her to a landing page that
the marketer designed and published using Dynamics 365. The customer enrolls in the program by providing
the necessary details, and then waits for the next steps. Soon afterwards, she receives an email confirming
that she has been set up for the program. The email also has helpful links to onboarding
videos and some other related pages. Now let’s see the marketer’s viewpoint
of the customer journey so far. Here’s the lead that’s tracking the customer’s
interest in the Xbox-live creators program. The marketer can see that her score has increased
because she opened the email, clicked a link, and submitted the registration form. We can also see that this customer spent time
browsing our website, and that increased her score too. At the top of the lead, we can see that the
lead is getting hot, so it’s time for the marketer to send it to a salesperson for acceptance. Now let’s flip to the salesperson and learn
how he views the customer’s journey. The customer appears on his dashboard as a
qualified lead that the salesperson can follow up with when the time is right. Dynamics 365 for Marketing,
helps you orchestrate interactive customer journeys that send the right messages at the
right time and automatically nurture your best prospects. Then it closes the loop by forwarding qualified,
information-rich leads directly to sales.

Multideur’s migration to Microsoft Dynamics 365 Business Central

Worldwide millions of doors open and close each day. Multideur ensures that vital organisations
like the Ministry of Defense… …and fire departments have no worries about
their accessibility by using technology. Basically I always say nobody notices a door… …until it doesn’t work anymore. Because then you will find out that the processes
inside a factory can not continue anymore. Fire departments, the Ministry of Defense
or police departments… …you can imagine what will happen if such
a service can not be delivered… …because a door is malfunctioning. Since we are focusing more and more on the service delivery… …we see a big challenge in the speed of
information throughout our processes. In the past we had a very physical process here. With lots of piles of papers and mechanics going
to clients with physical worksheets. But also we had some various systems and
various versions of Navision… …so when a client called with a breakdown or malfunctioning door, we
had to look at different places to find the right information. So the speed and accessibility of information became a big issue. And this is something we wanted to solve with a new system. We chose for the Microsoft Dynamics 365 Business Central
solution with the Field Service app. Basically it gives us the most easy way to find information. We also ensure that the information is the same at every place. And its accessible for everybody everywhere
because it is in the cloud. So for example a mechanic can now focus on
his job, which is to maintain or service the door… …and less on paperwork and all
kinds of administration instead. Our work used to be a lot of paperwork, a lot of e-mails… …no that was not a nice situation. Now we have more time with the system to
help the customer and work on the project. That makes life easier. We made a big choice to put our system into the cloud. So we do not use local servers anymore. But also no local support. We have a partner which is Prodware. They helped us with defining the system. They helped us find
the best solution for Multideur in our demands and our processes. And today they support us in having the system online
everyday. And help us improve everyday. We are now also working on implementing the business intelligence
app Power BI… …which gives us a lot of management information… …on what we are doing so we can provide
the SLA information to our customers proactively. And also steer ourselfs on our main KPI’s and
the service delivery that we have in the field. In the end we want to deliver our promise. Which is
to deliver the best service to our customers. So basically we already know when a breakdown can happen… …or when specific predictive maintainance needs
to be done before the client even notices. And this is what we are looking into. By use of IOT
which is also supported by the Field Service solution.