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MB2-718 Microsoft Dynamics 365 for Customer Service

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MB2-718 exam Dumps Source : Microsoft Dynamics 365 for Customer Service

Test Code : MB2-718
Test Name : Microsoft Dynamics 365 for Customer Service
Vendor Name : Microsoft
: 150 Real Questions

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Microsoft Microsoft Dynamics 365 for

significance of revenue Lead Time for earnings Orders in producers the use of Microsoft Dynamics 365 for Finance and Operations | killexams.com Real Questions and Pass4sure dumps

writer’s be aware: This represents the first of a two-half article concerning the use of sales lead time for revenue orders. The 2nd part covers the S&OP approaches to help order guarantees based on income lead time.

Many producers employ income lead time as the groundwork for promised ship dates on income orders, the place it typically reflects a certain lead time (in days) for shipment of stocked or make-to-order products. It represents the simplest alternative for promise dates in assessment to different alternatives for beginning date handle reminiscent of accessible-to-Promise (ATP) or in a position-to-Promise (CTP) logic.

the use of sales lead time includes several companywide and item-certain policies and their impacts on the ship dates for income orders and revenue charges. It also requires alignment of the S&OP (revenue and Operations Planning) tactics to satisfy the order guarantees and achieve the desired stage of consumer carrier.

this primary of a two-part article reviews the value of sales lead time for income orders and contains the sections listed below. The second part experiences the S&OP techniques to support order promises according to income lead time.

  • Key policies regarding using earnings Lead Time for revenue Order Promise Dates
  • have an effect on of the Companywide Defaults on a earnings Order Header
  • have an effect on of the item-selected sales Lead Time on a sales Order Line
  • Defining the income Lead Time inside sales price exchange Agreements
  • impact of Disabling start Date manage
  • have an effect on of altering the Ship Date in a revenue Order Header
  • have an effect on of revenue Lead Time on transfer Orders
  • Case studies
  • summary
  • the explanations follow to corporations the use of Microsoft Dynamics 365 for Finance and Operations (D365FO) or outdated versions of Dynamics AX (reminiscent of AX 2012 R3 or AX 2012) because the distinct versions employ the identical functionality. The article includes screenshots reflecting the D365FO consumer interface, however the screenshots may have mirrored the person interface in the old application types. To simplify the screenshot examples, it is assumed the merchandise identifier includes simply the item number and coverage planning applies to the web site/warehouse.

    The article builds on previous explanations about income order beginning promises and grasp planning in manufacturing. The variety of days for earnings lead time and for the subject margin of salable gadgets commonly reflect the general time for income order picking/shipping actions. These actions were described in outdated articles about the earnings order picking out/delivery actions the use of the advanced warehouse management capabilities or the use of the primary warehouse management capabilities.

    1. Key policies concerning the use of sales Lead Time for sales Order Promise Dates

    using income lead time includes a number of companywide and merchandise-certain policies that impact sales orders and earnings quotes. One key policy identifies the start Date handle alternative of “income Lead Time”, and it really works along side a 2nd policy about the number of days for a revenue lead time (which can also be expressed in calendar days or working days). These two guidelines may also be precise as companywide defaults that have an effect on the definition of merchandise-particular policies for revenue lead time and the preliminary project of a ship date on earnings order headers, as illustrated in figure 1 and described under. Numbers displayed in the determine (of 1,2, and three) consult with the important thing companywide policies and their influences (corresponding to 1a and 1b), and provide an organizing focal point for the further clarification.

    determine 1. Key policies for using income Lead Time for earnings Orders

  • Companywide guidelines regarding sales Lead Time. As part of the bills Receivable Parameters illustrated via the screenshot on the excellent of figure 1, which you could point out a companywide default for (1) the beginning Date manage choice of “sales Lead Time” and (2) the number of days for sales lead time. You additionally indicate the companywide resolution on (three) even if these are expressed in working days or calendar days. The illustration facts in figure I displays a companywide default of zero days for income lead time, and a companywide determination to categorical income lead time in working days.The decision regarding working days versus calendars days usually reflects a number of other decisions about the way to treat lead times, and the definition of working days in SCM-linked calendars. Examples consist of the companywide decision about a way to deal with the number of days for safeguard margins and the merchandise-certain decisions about how to deal with the variety of days for an merchandise’s procuring or production lead time. A outdated article lined the value of SCM-related calendars and using working days for lead times.The choice regarding working days versus calendars days additionally influences the terminology about revenue lead time. as an instance, a income lead time of two weeks may well be termed a 10-day or 14-day earnings lead time to reflect the choice about working days versus calendar days. Case 2 offers an extra illustration about terminology for revenue lead time.  
  • influence of the Companywide Default for birth Date handle. The companywide default for the birth Date control option could be inherited (1a) via an item’s Default Order Settings for income orders and (1b) by way of a sales order header, as illustrated within the two screenshots at the bottom of the figure. This inherited alternative can be overridden.
  • impact of the Companywide Default for the variety of days for revenue Lead Time. The companywide default for the variety of days for earnings lead time might be inherited (2a) by way of an merchandise’s Default Order Settings for income orders. This cost may also be overridden, as illustrated by using the value of 10 days proven in the 2nd screenshot within the figure. it is going to also influence (2b) the requested ship date firstly assigned to a sales order header, as illustrated in the third screenshot on the bottom of the determine.
  • Some accepted guidelines will also be outlined for the companywide default in regards to the variety of days for income lead time. it should be a price of zero days in situations with identical-day shipments for earnings orders, and an issue margin of zero days should still even be assigned to the salable items. alternatively, it could be a price of “1” or “2” days in scenarios requiring a big time to prepare revenue order shipments, and a corresponding difficulty margin should still be assigned to salable gadgets. a few scenarios can also have a standard revenue lead time with an extended length (comparable to two weeks) for all items, so that the companywide default may still mirror the normal. This strategy avoids the statistics preservation of defining the identical merchandise-particular revenue lead time for each product.

    2. have an impact on of the Companywide Defaults on a earnings Order Header

    Microsoft Dynamics 365 vs Salesforce: 2019 CRM assessment | killexams.com Real Questions and Pass4sure dumps

    Salesforce has spent the remaining two decades building a $13 billion business, mostly on the lower back of a CRM software delivered as a cloud service. In its most contemporary fiscal assistance, Salesforce forecasts it expects to obtain $sixteen billion in revenue next year, and within the next four years might be able to generate annual revenues within the latitude of $26 to $28 billion.

    Given the normal enlargement of the Salesforce offerings, it’s no longer clear how a great deal of that boom should be principally driven by CRM. however overseas data Corp. (IDC) estimates that Salesforce has a 20 p.c share of a CRM market that continues to be the fastest starting to be sector of the enterprise IT market.

    in terms of capabilities, the Microsoft Dynamics 365 CRM application is awfully akin to the similar Salesforce providing. but Microsoft obtained a a good deal later delivery than Salesforce within the cloud. whereas Microsoft has won CRM share of late, it’s worth noting that Salesforce’s three nearest opponents mutually nevertheless account for only 20 % of the average market so Salesforce remains the optimal CRM utility company when it comes to market size. 

    Microsoft, long run, may also symbolize Salesforce’s most formidable rival. however the momentum Salesforce already has will make sure that it could be a dominant CRM drive to be reckoned with well into the subsequent decade.

    What are the Similarities & variations between Microsoft Dynamics 365 and Salesforce?

    Dynamics vs Salesforce CRM 

     

    cost Salesforce Pricing

    Small enterprise necessities is $25/consumer/month (billed annually), Lightning expert $seventy five/consumer/month, and Lightning enterprise $a hundred and fifty/person/month.

    Microsoft Dynamics 365 Pricing 

    The customer Engagement Plan, a full CRM suite, is $one hundred fifteen/user/month; the Unified alternate options Plan is $190/person/month; the Dynamics 365 Plan is $210/user/month.

    Microsoft charges a more robust month-to-month starting rate. but cost comparisons are closely elegant on the variety of modules employed and through what types of clients. it's possible, for example, to get a hold of an implementation of Microsoft Dynamics 365 CRM that expenses under a related illustration of Salesforce. each and every organization should carefully consider the whole charge of both platform when all the elements and capabilities they require are absolutely loaded.

    Ease of Use

    both choices address initiatives comparable to contact and account administration, territory administration, and sales forecasting. however Salesforce has no longer handiest invested heavily in making certain its utility at all times manifests on diverse endpoints. moreover, Salesforce has invested heavily in an Einstein platform that permits end users to take expertise of natural language processing and artificial intelligence (AI) technologies to engage with its functions. Microsoft is also committed to investing in an identical AI applied sciences, however as AI applies to CRM, Salesforce is significantly ahead.

    Implementation

    regardless of whatever thing guarantees are made, neither Microsoft nor Salesforce offers a true “out-of-the-box” utility journey. each applications should be implemented following a well-defined set of most suitable practices ideally overseen through a licensed advisor.

    Customization

    Microsoft makes it viable to customize some facets of its CRM, whereas making attainable a application development kit to tackle greater advanced projects. Salesforce has made purchasable a Lightning low-code building platform that will also be employed by means of both vigour clients and professional developers to customise its cloud functions to well-nigh any diploma imaginable.

    Integrations

    The Microsoft Dynamics 365 CRM offering suits smartly inside the context of the higher Dynamics 365 platform, which offers connections to Microsoft vigor BI and PowerApps. Microsoft Dynamics 365 CRM is additionally a greater herbal extension of Microsoft workplace 365.

    In distinction, Salesforce has invested closely in making bound its CRM cloud offering integrates with a wide variety of functions and, following its fresh acquisition of Mulesoft, will greater tightly integrate its CRM offering with an integrated platform-as-a-carrier (iPaaS) environment.

    consumer guide

    Salesforce and Microsoft have each invested closely in client aid. they've also both built huge companion networks that deliver customers with a wide range of guide options.

    aspects & Add-ons 

    both Microsoft and Salesforce make purchasable a wide array of complementary applications via their respective app stores. but Salesforce has an intensive set of complementary cloud functions that address everything from marketing to customer provider.

    connected CRM comparison Articles  how to make a decision which is premier in your circumstance

    Microsoft Dynamics vs Salesforce CRM Comparison 

    Our advice for Small and Medium Sized groups (SMB) 

    while Salesforce clearly has some huge advantages in terms of capabilities, corporations will no longer without difficulty be in a position to dismiss Microsoft. in lots of instances, the basic device that smaller organizations count on to manage contacts is Microsoft Outlook. Migrating to Microsoft Dynamics 365 CRM can look just like the next most logical transition.

    Our advice in case your company relies on other Microsoft products 

    Microsoft additionally gives a course for integrating its CRM software with the leisure of the Microsoft Dynamics 365 ERP application. at last, Microsoft also acquired LinkedIn, which gives a course to integrating its CRM with one of the vital most widely employed social media networks, relied on through company authorities.

    The CRM that most revenue groups choose

    even so, there are lots of more revenue teams that know a way to navigate Salesforce applications. Getting sales teams to need to use a CRM utility within the first region is never an easy task. Getting them to include an software they don’t already be aware of can be one problem too many.


    Microsoft Dynamics 365 consumer Insights enables companies to convey personalised customer experiences | killexams.com Real Questions and Pass4sure dumps

    Microsoft these days announced the familiar availability of Dynamics 365 consumer Insights. This new offering from Microsoft brings collectively customer records to benefit to offer a single view of purchasers and derive clever insights from them. it'll empower advertising and marketing, income, and repair experts to bring superb one-on-one interactions with shoppers. Dynamics 365 customer Insights will will let you:

    Get a holistic view of purchasers

  • connect your whole client facts: bring in transactional, observational, and behavioral records from standard information sources simply by way of leveraging prebuilt connectors
  • transform client data intelligently: Unify and standardize statistics to comply to the Microsoft normal records model
  • Enrich client profiles: build a richer, extra complete view of your shoppers through incorporating aggregated audience intelligence from Microsoft Graph
  • unencumber insights and take action

  • Act and set off: discover and create excessive value segments to vigour enterprise strategies and deliver targeted messages and content material.
  • Spot trends and patterns: benefit actionable insights with configurable metrics and KPIs
  • Predict client intent: Get counsel on the subsequent surest motion and predict churn by using leveraging AI and customized desktop discovering algorithms.
  • Adapt and extend

  • Take action: drive personalized engagement with contextual client insights infused directly in company functions comparable to Dynamics 365 for earnings, provider, and advertising or some other software the use of prosperous APIs
  • profit deeper insights: Leverage an out-of-the-container connector for Microsoft vigor BI to customise dashboards and experiences that allow advised determination-making
  • build custom apps: With Microsoft PowerApps, create custom company apps with embedded consumer insights to empower everybody in your firm
  • Automate customer-centric experiences and approaches: Setup workflows based on consumer movements and alerts the use of Microsoft circulation
  • count on a productive and depended on platform

  • Get all started immediately: Optimize for time to cost with a accomplished SaaS application and self-service experience developed on the Azure cloud platform
  • hold control of your information: aid your company support facts privateness and GDPR compliance with business competent security and developed-in governance equipment
  • make investments with self belief: Put your trust in Microsoft’s skills and event in world-class AI research, cloud, statistics and developer platform
  • It charges $1,500 per tenant/month. learn extra about this new service here.


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    Microsoft Dynamics 365 for Customer Service

    Pass 4 sure MB2-718 dumps | Killexams.com MB2-718 real questions | http://smresidences.com.ph/

    From the Microsoft Dynamics 365 for Customer Engagement and CRM Blogs: Automated tests; Migrate Unified Service Desk; Toast notification; Workflow | killexams.com real questions and Pass4sure dumps

    This week on the Dynamics 365-CRM blog roundup:

  • Run automated tests when your Dynamics 365 Customer Engagement org gets updated
  • Migrate USD from web client to Unified Interface for D365CE
  • What is 'toast notification display time' in D365?
  • Call a workflow on stage exit of a last stage in business process flow of D365CE
  • Run automated tests when your Dynamics 365 Customer Engagement org gets updated

    On Jason Lattimer's Blog, Lattimer stated that because online Dynamics 365 Customer Engagement instances get updates pushed regularly, it's almost impossible to ensure that you've tested against the latest bits.

    However, he noted that Microsoft understands this and has taken steps to get ahead of any potential issues. 

    To that end, Microsoft has released the Microsoft.Xrm.Tooling.Testing PowerShell library (in preview at the time of writing) to provide the hooks into a few key backend operations that you haven't able to access before. Now, when certain events occur you're able to run automated tests. 

    You can find out what the backend triggers are and how to run automated tests when your D365CE org gets updated here.

    Migrate Unified Service Desk from web client to Unified Interface for D365CE

    On the Encore Business Solutions blog, Mike Smith noted that the release of D365 version 9.0 contains most of the core functionalities of sales and customer service available in the Unified Interface.

    After he saw the benefits of the new design, he wanted to update his Unified Service Desk (USD) solution to include this new user experience in D365.

    Fortunately, Microsoft has provided a process and tools for us to do this, without having to perform a major overhaul of the configuration they may have already performed in USD. 

    You can find out how to migrate USD from the web client to the Unified Interface here.

    What is the 'toast notification display time' in D365?

    Microsoft Dynamics 365 Customer Insights allows businesses to deliver personalized customer experiences | killexams.com real questions and Pass4sure dumps

    Microsoft recently announced the general availability of Dynamics 365 Customer Insights. This new offering from Microsoft brings together customer data to gain to offer a single view of customers and derive intelligent insights from them. It will empower marketing, sales, and service professionals to deliver exceptional one-on-one interactions with customers. Dynamics 365 Customer Insights will allow you to:

    Get a holistic view of customers

  • Connect all your customer data: Bring in transactional, observational, and behavioral data from popular data sources with ease by leveraging prebuilt connectors
  • Transform customer data intelligently: Unify and standardize data to conform to the Microsoft Common Data Model
  • Enrich customer profiles: Build a richer, more complete view of your customers by incorporating aggregated audience intelligence from Microsoft Graph
  • Unlock insights and take action

  • Act and activate: Discover and create high value segments to power business processes and deliver targeted messages and content.
  • Spot trends and patterns: Gain actionable insights with configurable metrics and KPIs
  • Predict customer intent: Get guidance on the next best action and predict churn by leveraging AI and custom machine learning algorithms.
  • Adapt and extend

  • Take action: Drive personalized engagement with contextual customer insights infused directly in business applications such as Dynamics 365 for Sales, Service, and Marketing or any other application using rich APIs
  • Gain deeper insights: Leverage an out-of-the-box connector for Microsoft Power BI to customize dashboards and reports that enable informed decision-making
  • Build custom apps: With Microsoft PowerApps, create custom business apps with embedded customer insights to empower everyone in your organization
  • Automate customer-centric experiences and processes: Setup workflows in response to customer actions and signals using Microsoft Flow
  • Rely on a productive and trusted platform

  • Get started quickly: Optimize for time to value with a finished SaaS application and self-service experience built on the Azure cloud platform
  • Maintain control of your data: Help your business support data privacy and GDPR compliance with enterprise ready security and built-in governance tools
  • Invest with confidence: Put your trust in Microsoft’s expertise and experience in world-class AI research, cloud, data and developer platform
  • It costs $1,500 per tenant/month. Learn more about this new service here.


    Microsoft Dynamics 365 vs Salesforce: 2019 CRM Comparison | killexams.com real questions and Pass4sure dumps

    Salesforce has spent the last 20 years building a $13 billion company, largely on the back of a CRM application delivered as a cloud service. In its most recent financial guidance, Salesforce forecasts it expects to achieve $16 billion in revenue next year, and within the next four years will be able to generate annual revenues in the range of $26 to $28 billion.

    Given the overall expansion of the Salesforce offerings, it’s not clear how much of that growth will be specifically driven by CRM. But International Data Corp. (IDC) estimates that Salesforce has a 20 percent share of a CRM market that continues to be the fastest growing sector of the enterprise IT market.

    In terms of capabilities, the Microsoft Dynamics 365 CRM software is very similar to the comparable Salesforce offering. But Microsoft got a much later start than Salesforce in the cloud. While Microsoft has gained CRM share of late, it’s worth noting that Salesforce’s three nearest rivals collectively still account for less than 20 percent of the overall market so Salesforce remains the best CRM software provider in terms of market size. 

    Microsoft, long term, may represent Salesforce’s most formidable rival. But the momentum Salesforce already has will ensure that it will be a dominant CRM force to be reckoned with well into the next decade.

    What are the Similarities & Differences between Microsoft Dynamics 365 and Salesforce?

    Dynamics vs Salesforce CRM 

     

    Cost Salesforce Pricing

    Small Business Essentials is $25/user/month (billed annually), Lightning Professional $75/user/month, and Lightning Enterprise $150/user/month.

    Microsoft Dynamics 365 Pricing 

    The Customer Engagement Plan, a full CRM suite, is $115/user/month; the Unified Options Plan is $190/user/month; the Dynamics 365 Plan is $210/user/month.

    Microsoft charges a higher monthly starting price. But cost comparisons are heavily dependent on the number of modules employed and by what types of users. It is possible, for example, to come up with an implementation of Microsoft Dynamics 365 CRM that costs less than a comparable instance of Salesforce. Each organization should carefully evaluate the total cost of either platform when all the features and capabilities they require are fully loaded.

    Ease of Use

    Both offerings address tasks such as contact and account management, territory management, and sales forecasting. But Salesforce has not only invested heavily in making sure its application consistently manifests on multiple endpoints. In addition, Salesforce has invested heavily in an Einstein platform that enables end users to take advantage of natural language processing and artificial intelligence (AI) technologies to interact with its applications. Microsoft is also committed to investing in similar AI technologies, but as AI applies to CRM, Salesforce is considerably ahead.

    Implementation

    Despite whatever promises are made, neither Microsoft nor Salesforce provides a true “out-of-the-box” application experience. Both applications should be implemented following a well-defined set of best practices ideally overseen by a certified consultant.

    Customization

    Microsoft makes it possible to customize some aspects of its CRM, while making available a software development kit to tackle more complex projects. Salesforce has made available a Lightning low-code development platform that can be employed by both power users and professional developers to customize its cloud applications to almost any degree imaginable.

    Integrations

    The Microsoft Dynamics 365 CRM offering fits well within the context of the larger Dynamics 365 platform, which provides connections to Microsoft Power BI and PowerApps. Microsoft Dynamics 365 CRM is also a more natural extension of Microsoft Office 365.

    In contrast, Salesforce has invested heavily in making sure its CRM cloud offering integrates with a wide variety of applications and, following its recent acquisition of Mulesoft, will more tightly integrate its CRM offering with an integrated platform-as-a-service (iPaaS) environment.

    Customer Support

    Salesforce and Microsoft have both invested heavily in customer support. They have also both built extensive partner networks that provide customers with a wide range of support options.

    Features & Add-ons 

    Both Microsoft and Salesforce make available a wide range of complementary applications via their respective app stores. But Salesforce has an extensive set of complementary cloud applications that address everything from marketing to customer service.

    Related CRM Comparison Articles  How to Decide which is Best for Your Situation

    Microsoft Dynamics vs Salesforce CRM Comparison 

    Our Recommendation for Small and Medium Sized Companies (SMB) 

    While Salesforce clearly has some significant advantages in terms of capabilities, organizations will not easily be able to dismiss Microsoft. In many cases, the primary tool that smaller organizations rely on to manage contacts is Microsoft Outlook. Migrating to Microsoft Dynamics 365 CRM can seem like the next most logical transition.

    Our Recommendation if Your Company Relies on Other Microsoft Products 

    Microsoft also provides a path for integrating its CRM software with the rest of the Microsoft Dynamics 365 ERP application. Finally, Microsoft also acquired LinkedIn, which provides a path to integrating its CRM with one of the most widely employed social media networks, relied on by business professionals.

    The CRM that Most Sales Teams Prefer

    Nevertheless, there are many more sales teams that know how to navigate Salesforce applications. Getting sales teams to want to use a CRM application in the first place is never an easy task. Getting them to embrace an application they don’t already know might be one challenge too many.



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