DynamicsShop Apps for Microsoft Dynamics 365
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SD Easy Customise Key Features

• Create new fields on tables
• New fields can be standalone fields or lookups to existing fields
• Place new or existing fields on pages
• Place new or existing fields on reports
• Create API pages that expose tables to be read from and written to
• Add additional properties to tables, fields, pages, and page controls
• Add customised trigger code to tables, fields, pages, and page controls

SD Easy Customise Case Examples

Without involving a Developer you can: 

• Add new fields to a table.
• Create ToolTips and Captions for the fields.
• Add trigger code to the fields.
• Place the new fields onto a page.
• Set the fields to mandatory.
• Choose a Field Style.
• Morph the new fields from the original table through to other related tables (e.g. from the Customer table to the Sales Header table and from there to your Posted Sales Documents).
• Add these fields to reports.

Key Features

• Clear visualisation of Route Overviews and of the Picking Process
• Avoid picking bottlenecks using Priority Picking and the inbuilt Scan Barcode functionality to issue and update Picks
• Full History retained of all Picks Shipped
• Simple Error and Error Solution Logging
• Role Centres specially tailored for Warehouse Personnel
• Activity Cues provide clear visualisation of the Picking process

• Report on:
  • Shipment Shortages
  • Pick Shortages
  • Worker Productivity

Use Case Examples

• Avoid picking bottlenecks using Priority Picking and the inbuilt Scan Barcode functionality to issue and update Picks
• Activity Cues provide clear visualisation of the Picking process
• The Route Overview provides a hub from where the Stores Manager can manage, assign, and process Pick Jobs and Shipping Routes
• Stores Worker can be assigned Picks for a particular Route
• Easily juggle Route Priorities

Key Features

• Quickly create a queued list of documents to add to manifests and easily create new manifests from this list.
• The Visual Load Map Planner provides a visual aid to plan the loads.
• Click on orders on the embedded map to easily assign or unassign orders from the route.
• Release your manifest and print your documents for the manifest.
• Option to enforce Capacity Planning when building your Manifest and define capacity for your vehicles
• Calculate shipping agent delivery changes on release of your manifests and create Purchase Orders or Purchase Invoices for these costs
• History of manifests maintained..

Use Case Examples

• A highly visual aid to plan your routes.
• Easily create and add documents to manifests.
• Calculate shipping agent delivery charges.
• Maintain history of released manifests.

SD Case Manager Key Features

• Create individual streams or queues for each type of case.
• Define steps or actions to workflow a case to resolution/close.
• Automate escalation rules and processes to highlight due/overdue actions.
• Create and link internal and external users to be notified on case progress.
• Add Priority rules to your cases and case queues.
• Visualise and Report on issues by category by period.
• Control and structure your communications for each step of the process.

SD Case Manager Use Case Examples

• HELP DESK Log and manage internal or external Help Desk requests
• COMPLAINTS Log, manage customer complaints from logging to resolution
• QUALITY Non-conformance – Use a structured process to log and manage both internal and external NCR reports and build in alerts and actions for your Quality and Management team.
• PROCESS IMPROVEMENT From idea to realisation log, workflow, alert and communicate the tasks and events needed to bring change into effect.

Key Features

• 20+ reports with consistent company image.
• Codeless Branding Configuration
• Codeless Content Configuration
• Codeless Barcode Configuration.

Content Examples

• Sales Documents:
  • Quote, Order confirmation, Return Order, Shipment, Pro-forma Invoice, Invoice, Credit Note, Customer statement Open Item, Customer Statement Balance forward.

• Purchase Documents:
  • Order, Return Order, Purchase Receipt, Remittance Advice Pre-posted, Remittance Advice Posted.

• Stores Documents:
  • Pick List, Delivery Docket, Shipping Manifest, Stock Take.

• Banking Documents:
  • Customer Receipt, Remittance Advice Pre-posted, Remittance Advice Posted, Cheque with Remittance, Bank Rec Statement.

Key Features

• Drag & Drop and Link to any NAV Record.
• Store attachments either in Database or Network folder location.
• Restrict attachments by size and/or file type.
• Grant User Groups Read, Insert, Modify or Delete permission by drop point folder group.
• Create multiple drop points to display in different areas.
• For any record create a starter template which will auto insert an start-up attachment.
• Version control attachments to keep revision history.
• Alert on Expiring Documents (e.g. Insurance Certificates)

Use Case Examples

• Security:
  • Version control changes.
  • Restrict user access to Read, Insert, Modify or Delete combinations.
  • Log all Check in or check out events.
• Storage:
  • Chose by group to store within database.
  • Store in isolated storage (Cloud).
  • Store in File location (On-Prem).
  • Control allowed file types and max sizes per drop point.
• Other Features:
  • Templates can be auto inserted on record creation (e.g. customer credit application).
  • Expiring attachment alerts – get reminders for expiring documents e.g. Insurance certificates.

Key Features:

Data Manager

• • • Data Field level security
    • Data conditional validation
    • Data rules applied without the need for code changes

GDPR Manager

• • • GDPR tracking on any field on any table
    • GDPR Information request response
    • GDPR Encrypt data
    • GDPR Redact data

Use Case Examples:

Data Manager

• Validate data entry
• Test on Insert, Modify or delete
• Apply Field Security
• Apply Conditional Rules
• No Coding Required

GDPR Tracking

• Apply to any table or field
• Easily manage information, Rectification and Portability requests
• Comprehensive information response reporting

GDPR Controls

• Apply to any table or field
• Easily manage Erase, Restriction and Redaction requests