The Power of JET – Fast, Flexible, Custom Reporting Inside Excel

Our Dynamics Learning course – Using Jet Professional – is a one day, hands on course that will equip you to create your own tailored reports.

It’s a chance to explore all the options this great reporting tool has, from the four basic functions NL, NF, GL and NP, through to all the visual tools that are available to speed things up, all mixed in with plenty of tips and tricks for the software. We will guide you from starting up the software right the way through to the final stage of scheduling your reports for distribution via email.

Our course is the full package. A full day's learning supported by a 100-page training manual, (so you don’t need to worry about making notes on the day), a video playlist to watch back and over 50 example reports to take away. So you will be fully equipped to put things into practice as soon as you get back to your desk! 

All delivered in our dedicated training facility, in our demonstration environment, working with the latest versions of both Jet and Microsoft Dynamics NAV – with the support of our in-house professional trainer.

Find out if our course is for you at https://www.youtube.com/playlist?list=PLoS7gV-LINmmYy8x_Ju00EiHlTjLD6T7p

The Power of JET – Fast, Flexible, Custom Reporting Inside Excel

Our Dynamics Learning course – Using Jet Professional - is a one day, hands-on course that will equip you to create your own tailored reports.

It’s a chance to explore all the options this great reporting tool has, from the four basic functions, NL, NF, NP and GL, through to all the visual tools that are available to speed things up, all mixed in with plenty of tips and tricks for the software. We will guide you from starting up the software right the way through to the final stage of scheduling your reports for distribution via email, so you can ensure you get the most out of the data in your ERP system. 

Our course is the full package. A full days learning supported by a 100-page training manual, (so you don’t need to worry about making notes on the day), a video playlist to watch back and over 50 example reports to take away. You will be fully equipped to put things into practice as soon as you get back to your desk!  

All delivered in our dedicated training facility, in our demonstration environment, working with the latest versions of both Jet and Microsoft Dynamics NAV – with the support of our in-house professional trainer.

Find out if our course is for you at https://www.youtube.com/playlist?list=PLoS7gV-LINmmYy8x_Ju00EiHlTjLD6T7p

New alliance allows Technology Management to expand its borders & deliver Microsoft business software across the globe

  Pipol

As the world becomes a smaller place, many of our customers are expanding. And for those customers who set up operations abroad, Technology Management are now able to offer a premier multi-national, ERP implementation service.

Through joining the thriving Pipol Alliance, Technology Management can now offer support for UK clients looking to implement Microsoft business software internationally as well as support those companies from overseas wanting to implement Microsoft Dynamics software here in the UK.

An internationally renowned provider of consulting and implemention services, Pipol offers a range of perks for SME’s including, and often most importantly for any organisation’s IT implementation project, a single point of contact for project management. The projects are then always delivered by the most professional and experienced local Microsoft Dynamics partners in each country.

James Crowter, Managing Director of Technology Management explains, “Whilst we already support quite a number of clients with their operations overseas, this collaboration takes our offering to the next level. Local expertise from the most professional and experienced Dynamics partners means successful projects that deliver the right balance of meeting local requirements with the drive for business process standardisation”.

Technology Management named as one of UK’s Best Workplaces 2017

TM March 2017

We’ve been named by Great Place to Work® as one of the UK’s Best Workplaces™ in the medium business category for 2017, – and I couldn’t be prouder of our team!

This is the first time we’ve submitted an entry to Great Place to Work® and to have achieved a place in the Medium Business Category an honour, and reflects the great team we have in place at Tecman!

We originally entered this year as a benchmarking exercise, to see how we ranked against other like-sized companies and to better understand how our staff felt about working with us. I was thrilled with the positivity of our survey replies, but have also taken the feedback practically and since the results we have implemented three major changes:

  • purchasing a second car park so our staff no longer have to park on the road
  • a modified career development plan and skills matrix to reflect the many different internal departments
  • now offering soft skills training for those who are more technically orientated

The award, to us, recognises the strength of our leadership and the range of innovative and effective HR strategies we have in place, which has created our successful culture that our team thrives in.

We have always believed that the best way to ensure staff understand the values and ethics we live by is through the way we expect all staff, and especially management, to act. No politics and prima donnas welcome: we are one team and we all do what it takes to succeed on our client projects. Anyone will help anyone.

Employee recognition is high on our company list of priorities; we endeavour to make sure our whole company knows when any employee achieves results above and beyond their expected roles – this goes a long way to our employees feeling valued and safe in our organisation – and most importantly this keeps productivity high for our customers!

We couldn’t be happier at becoming a ‘great place to work’ and know that we owe this achievement to our dedicated and hardworking team.

Onwards and upwards!

A new approach to business applications with Dynamics 365 for accountancy practices

Accountex

Now more than ever, your clients need today’s accountants to become tomorrow’s business advisors. Microsoft Dynamics 365 is a totally new approach to business applications, giving you the opportunity to work, retain and grow with your clients.

The annual Accountex Exhibition & Conference is just around the corner; being held at the Excel in London from 10th – 11th May 2017. Accountex is the leading exhibition and conference dedicated to the UK Accounting Industry and is the place to get up to speed with the latest business application offerings and best practice tips.

Visit us at Accountex on Stand 143, where we will be in support of Microsoft, to help demonstrate why Microsoft Dynamics 365 will become the new revenue stream for your accountancy practice.

Accountex will be your first opportunity to preview Microsoft Dynamics 365 before its UK release, expected this summer.

Come and talk to us to discover how Dynamics 365 can help you retain clients throughout their business lifecycles, regardless of size and functionality requirements with business applications to support everything from Financials to Operations.

You can find more information on how Microsoft Dynamics 365 will benefit your accountancy practice, at http://www.d365foraccountants.co.uk/ 

And if you haven’t already registered for Accountex, you can click the link below for your FREE pass https://registration.n200.com/survey/01tyd1rdcvlg1

We look forward to meeting you at the show!

Introducing the Power of Recommendations in Dynamics 365

Your Data is a Valuable Strategic Asset

Customer expectations are rising and will continue to do so rapidly.  As such, more and more pressure will be put on organisations to continue to improve and innovate in order to meet these expectations.  Therefore, organisations must focus on leveraging the data they have to gain a deeper insight into customer needs, to effectively engage, grow and retain customers. 

Data is one of the most valuable strategic assets in an organisation.  The real value comes from being able to analyse that data, learn from it and use it to formulate sound strategic insights that can be used to drive an organisation forward. 

However, the quality of the data and subsequently the level of insight you get out of any system is only as good as the quality of the data that gets put in.

Business Rules to the Rescue

Dynamics 365 gives you the ability to create Business Rules.  These work on the logic that when a certain condition is met, it triggers an action.  The types of actions you can trigger include:

  • Show or hide fields
  • Make certain fields mandatory
  • Set field values
  • Set default field values
  • Validate data and show error messages
  • Lock or unlock fields

They are a fantastic features helping to ensure consistent and quality data capture.

Introducing Recommendations

In the latest release of Dynamics 365 Microsoft have included a new business rule called Recommendation which gives you the ability to present users with tailored recommendations when they are working on records.

I have to say I love this new addition because not only does it enhance the likelihood of quality data capture, I think it can also:

  • Enhance the overall customer experience
  • Ensure customers are provided with a consistent service
  • Reduce staff training requirements
  • Ensure everyone is operating in line with the organisational strategy

To show you how Recommendations work, in the example below we’re looking at an Active Case and there’s a section on the form where we can fill in the Resolution to the Case. 

You can see that the Actual Problem for this Case is a product issue.  Once the Actual Problem has been selected you will see there is a little blue information icon next to the Resolution Field.

Recommendations 1

If we click on the icon it presents us with the recommendation shown below.

Recommendations 2

What’s more we then have the option to Apply or Dismiss the Recommendation.  If we click on Apply in this example it automatically completes the Resolution field for us.

Recommendations 3

As you can see, not only have we been able to guide the user to enter the correct information but we’ve also empowered them to resolve the issue quickly, efficiently and consistently for customers.  Customers with issues that are resolved quickly and effectively often turn into loyal customers and even brand advocates which can have a positive impact on an organisation’s bottom line.

So hopefully you can see that this one small addition to the suite of Business Rules opens up a world of possibilities for organisations to not only continue to capture strategically important data but also create outstanding experiences for their customers.

If you’d like to know more, watch our videos and see it in action!

Or find out about how Dynamics 365 can help transform the customer experience in your organisation please visit https://www.tecman.co.uk/Software/Products/Microsoft-Dynamics-365

When your customers work late, who’s there to take the order?

We all aim to use sophisticated technology, try to remain flexible and responsive, source the best components – but parts of the B2B industry are still missing a trick…

In a world where business practices are only getting more complex and your customers expect 24/7 service, now is the time to make managing changing customer behaviours simpler – for you and them.

Enable your customers to place orders in their own time. Online sales are cost effective, practically self-managing and will save your sales team a lot of stress. And if we are to learn from the omni-channel selling of the B2C community, upgrading your online presence today to serve more of your customers’ needs will pay off almost immediately.

Just one system has to take the lead in your eCommerce journey, and that’s your ERP. With Microsoft Dynamics NAV in place, you have the operational efficiency to excel with online sales. It’s just one small step to eCommerce and all its potential business benefits.

Our eCommerce solution is built specifically for Microsoft Dynamics NAV. Seamlessly linking your stock, product, discounts, promotions, and customer information for real-time integration between Dynamics NAV and your online store. Dynamics Additions eCommerce is your short cut to increased revenue and reduced administration.

Online access can transform B2B commerce. Your customers will see you as more responsive, get access to your products from wherever they are and be able to carry on their working day without the bottom-line impact on yours.

And remember, happy customers are far more likely to remain customers. In fact, its reported time and time again that customer satisfaction directly impacts business bottom line for the better. Therefore, making all of your systems easy and accessible for every type of customer can only be a good thing.

To find out more watch these quick videos, or visit www.tecman.co.uk/eCommerce

Reasons to change your business systems in the Consumer Goods Industry

CPG intro slide

 

Demands on Consumer Goodsmanufacturers and distributors are getting ever higher. Customer expectations are going through the roof – with faster turnaround times, more accurate information, ever shorter product cycles and constant innovation becoming almost a pre-requisite for survival. In dealing with both the major retailers and the independents, your operations need to be slick and efficient.

In this series of blogs and videos, I am going to look at some of the challenges facing this industry and how an integrated Microsoft Dynamics business software solution, designed specifically for the Consumer Goods sector, can help enhance your business processes to improve:

  • productivity – and enable growth in turnover without a corresponding increase in headcount
  • reliability – to improve consistency and stop costly mistakes
  • understanding and decision making – by getting access to reliable information in time to make a difference
  • risk management – by reducing vulnerability to specific people or events
  • customer service – by improving your customer service levels without adding significant cost
  • future proofing – by making sure your systems are fit for purpose today and into the future
  • staff engagement – to help you attract and retain scarce skills and experience

Today I am looking at how too many companies in the Consumer Goods sector are relying on Excel spreadsheets to manage their business processes. Most businesses have already driven up productivity on the shop floor, now it’s time to focus on continuous improvement in the order processing, sales, marketing customer service and finance teams.

Drive up productivity with information for all

With a single, integrated solution you should only have to enter information once – and then it’s instantly available to all who need it, to action correctly, for the right customer, at the right time.

Workarounds in Excel spreadsheets hold information on specific customer demands for order fulfilment, record special pricing or promotions, to track both consumer and retailer complaints or queries – which relies heavily on your staff to know what to do with that information to action it accordingly.

When working in Excel your staff need the experience of dealing with your customers and your specific ways of operating to action and process any information – making it difficult for new staff to get up and running and more importantly, to be productive. Modern integrated solutions proactively drive your business processes and prompt your staff through each step in the process. Newer/more junior staff can then deal with the everyday tasks freeing up your more seasoned and accomplished individuals to focus on the more unusual or strategically important retailer demands.

And with all your information in one place, you free up all your staff from having to double check with their colleagues that they have the most up-to-date spreadsheet and information.

Having a defined process for resolution for everything from a price query to a quality issue also means disputes get resolved quicker, the customer ends up more impressed because you handled it so well and you get paid quicker – that's a win-win all round.

Effective business processes to compete in the global Consumer Goods industry 

I know re-engineering your business processes and IT systems is not easy.  Every day, I help our customers implement new ways of working and I am well aware of the pain and effort it requires. But what is the alternative?

Can you really continue to grow and efficiently scale your operations by working in the same way that you work right now? If you don’t have efficient business processes how can you hope to compete in an increasingly global market?

Don’t you need to start now on that strategic process of getting your internal processes fit for purpose before it’s too late?

Watch now for more information https://www.youtube.com/watch?v=Zc6A3aXwWvs

Quick, secure, automatic – the easy way to process online payments

Processing payments online can be a data protection nightmare… but not if you use Payment Gateway.

Created to quickly take online card payments through the most popular payment providers like SagePay, WorldPay and PayPal, Payment Gateway, from our Dynamics Additions range, keeps your customers safe and secure. This Addition stores NO card details in your Dynamics NAV software and prevents the need for additional data protection.

You can use this Payment Gateway as your default payment method, or let your customers choose when they go to process their orders… and you can also use this system to enforce payment before an order can be released to your warehouse.

Payment gateway is linked seamlessly with Dynamics NAV, and all payments are matched up and applied against the Posted Invoices.

Make your customers lives easier and keep things responsive!

The New Features in Additions Doc Delivery just keep coming

We are currently witnessing a significant change to the way software is deployed. Evergreen Software is the description of applications that continually have new features or functionality added to them. We saw this start with apps on our phones and web based software (think Facebook or Twitter).

The speed of change in progressive software packages is unrelenting and it's great for end users, as they receive smaller changes on a more regular basis which don't require a huge upgrade or lots of additional changes, it's an evolution and it should be intuitive for the end user to take advantage of.

It really makes me happy when I see our own software following this trend, Additions is the name we give to our range of software developments that add extra functionality to Microsoft Dynamics NAV. One of our most popular is Document Delivery, an Addition that allows your staff to send out copies of documents from NAV, think Sales Orders, Invoices, Purchase Orders in different formats via Email either immediately or at a scheduled time. Many of our customers use this Addition on a daily basis and we love taking feedback and feature requests, as well as the option of being able to send multiple documents which was added, the ability to password protect the PDF's that were being sent out was requested. Obviously with sensitive data being sent this needs to be secure, so pleased to see in the last update our customers are now able to password protect the PDF that is created from the Document Delivery Addition.

You can find out more info about Document Delivery on the URL below..

https://www.tecman.co.uk/Software/Dynamics-Additions/Document-Delivery

Or check out the Overview video around Document delivery here.