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IT Services

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ERP Microsoft Dynamics Systems

Microsoft Dynamics is a package of integrated and adaptable applications which support resource management. The software is dedicated to small, medium and large enterprises and helps them automate their business-critical processes and maintain full control over them.

MS Dynamics NAV AX JCommerce

ERP systems from the Microsoft Dynamics family of products are easy to use and implement. They work alongside and in a similar way to other familiar Microsoft products, including reporting and analytical platforms. They act and look like MS Office, which allows users to start work immediately. Uniform business logic enables integration with external systems, which means that the modification of processes is automatically implemented in the operations of built-in network services.

This software is tailored to the individual needs of an organization, which provides office and field staff only with the proper information they need. Quick access to useful data solves any existing problems, and can reduce the time necessary to organize different operations in the future. With the MS Dynamics system, employees may work anytime and anywhere, regardless of the browser type, using mobile solutions on iOS, Android, Windows Phone and Windows 8 platforms.

System expansion and organizational development are made possible by the built-in tools. This open-source software allows everyone to implement other vendors’ solutions and also to benefit from the support of numerous business partners in Poland and abroad. The cloud and on-premise implementations guarantee a flexible approach to the choice of the best solution for each client.

At JCommerce we have extensive experience in the implementation of MS Dynamics AX and MS Dynamics NAV systems. It is confirmed by the title of Microsoft ERP Silver Competency Partner.


Microsoft Dynamics NAV or AX?

Microsoft Dynamics NAV is software for the management of small and medium-sized companies, especially for retailers, manufacturers, wholesalers and service companies operating both locally and internationally.

The development of the company is made possible through the automation and simplification of financial management, efficient customer service and transparent cooperation with suppliers.

The system is flexible, quick to implement and contains a number of standard features:

  • multitasking - for employees of small/medium-sized companies, who have several areas of responsibility at work,
  • complete integration and cooperation with MS Office 365 and MS SharePoint platform (data exchange between NAV and Excel, creation of advanced reports using MS Excel, editing of reports in MS Word, data sharing in SharePoint),
  • ability to use Microsoft Power BI tools for presentation and visualization of reports (Power Query, Power Pivot, Power View, Power Map),
  • e-mail integration which allows users to send documents directly from the ERP system,
  • importing of bank statements to the system through cooperation with banking systems in over 25 countries,
  • working with Microsoft AZURE.

The Microsoft Dynamics AX solution is designed for medium and large companies, especially those operating internationally. 

It allows companies to plan and review the productivity of the entire company and its particular business units.

This advanced ERP solution provides a number of innovative features:

  • available in over 40 languages,
  • built-in functional extensions for industries such as: Manufacturing, Distribution, Professional Services, Retail and Public Administration, and customized modules – Travel and expenses, Compliance and internal controls, Transportation management, Trade allowance management, service management,
  • single instance of the system for companies operating on the domestic market and internationally, with the possibility of scaling up the system (in one location or in a geographically dispersed structure),
  • data sharing across organizations (shared accounts chart, shared product information, common country settings, etc.),
  • ability to use Microsoft Power BI tools for presentation and visualization of reports (Power Query, Power Pivot, Power View, Power Map),
  • tight integration with workflow mechanisms (possibility of using graphical diagrams to influence the processes),
  • multi-dimensional integration with Office – data import/export to/from Excel, creation of Word document templates and their generation from the system, data updating by means of Excel spreadsheets,
  • integration of particular modules: project management with MS Project Server, global address book, CRM system with Skype for Business platform (formerly Lync) and MS Outlook,
  • a dedicated Enterprise Portal which gives users access to the system via web browsers and enables them to run advanced tools such as a customer portal, supplier portal, employee portal and a number of other dedicated enterprise tailored applications,
  • advanced services for retail using easy-to-personalize POS terminals and online sales channels.

 


Areas of application

Microsoft Dynamics improves business processes by giving tangible benefits in three critical areas:

  • Buildings registry in the form of a tree of objects
  • Lease agreement with an indexation mechanism
  • Settlement of utility consumption
  • Automatic generation of sales orders
  • Insurance registry
  • Scheduling of technical controls for buildings and installations
  • Service orders
  • Budgeting of repair work
  • Reports
  • Management and monitoring of incoming raw materials
  • Monitoring of energy consumption
  • Monitoring of hazardous substances
  • Supplier management (only for suppliers who meet the criteria and standards)
  • Maintenance of compliance with external and internal regulations
  • Management of internal control systems
  • Reports
  • Cost calculation system based on indicators such as fuel price, toll fees etc.
  • Selection of the route, mode of transport, guidelines and transport company for freight
  • Determination of the logic of valuation and selection routes
  • Automatic or manual process for the reconciliation of freight bills and invoices
  • Delivery Schedule Planning
  • Loading completion using a specially designed desktop
  • Real time freight tracking
  • Service agreements
  • Procurements and service contracts
  • Application support system
  • Repairs management
  • Subscription services
  • Productivity reports
  • Customer feedback management
  • Fuel settlement automation –importing of invoices for fuel
  • Vehicle register
  • Fleet management agreements
  • Fuel and mileage register, fuel card service
  • Vehicle service management
  • Control of vehicle maintenance costs
  • Register of drivers with driving license categories and expiration dates
  • Registration of extra vehicle equipment
  • Tracking and monitoring of vehicles
  • Workflows associated with the fleet
  • Reports
  • Sales channel management (stores, e-commerce, mobile commerce and social media)
  • Flexible Point of Sale (POS)
  • Centralized management of shops
  • Extended merchandising functionalities
  • E-commerce website and content management
  • Centralized e-commerce management
  • Personalized customer service
  • Order Management
  • Replenishment
  • Adjustment of the workflow process
  • Inventory Management
  • Shortening of the response time
  • Optimization of cooperation with partners
  • Optimization of inventory management
  • MRP – Material Requirements Planning
  • Extensive support for graphical analysis of the availability of inventory in stock
  • Advanced mechanisms of order suggestion and optimization
  • Sales service
  • Supply service
  • Barcode service
  • EDI – Electronic Data Interchange
  • Resource tracking (part no, serial no, expiry data)
  • Recording of resources and competences (skills)
  • Resource definition
  • Availability planning
  • Recording of absences
  • Monitoring and scheduling
  • Full HR and payroll module (dedicated to the Polish market)
  • Reporting
  • Definition of the structure of the project/task
  • Cost and time budgeting
  • Planning of the availability of resources
  • Task recording and assignment
  • Resource tracking
  • Prediction of the availability of resources
  • Monitoring of the implementation phase
  • Invoicing
  • Project/task settlements
  • Reporting
  • Definition of suppliers and the suppliers’ conditions
  • Specification of the method of supply (purchase/production/completion/moving)
  • Delivery planning and the definition of planning parameters (min/max quantity, minimal supply etc.)
  • Demand analysis and creation of bulk sheets (production, sales, replenishment)
  • Servicing of inquiries
  • Servicing of bulk orders
  • Recording and monitoring of purchase orders
  • Recording and monitoring of supply
  • Flow of purchase documents with the possibility of setting limits for users, adding attachments and delegating rights
  • Stock and inventory management
  • Warehouse Management System
  • Reporting
  • Management of data related to customers and sales
  • Creation of marketing campaigns
  • Creation of service resources
  • Forecasting and tracking of marketing trends
  • Support for bulk order contracts (fixed)
  • Recording and monitoring of orders
  • Placement of orders and quick delivery schedules (purchase/production)
  • Planning and recording of supplies
  • Invoicing
  • Circulation of documents with the ability to control buyer’s credit limits, append attachments and delegate rights
  • Management of contracts and service agreements
  • Reporting
  • Multi-company services and tools for the creation of consolidated reports
  • Flexible mechanism for the definition of accounting periods and VAT periods
  • Use of analytical dimensions for the detailed description of economic events such as cost category, area/region of sales
  • Effective maintenance of booking and accounting entries
  • Management of money flows
  • Mechanisms which assist in the control of receivables and obligations (daily balance, balance confirmation etc.)
  • Vindication – remainders and interest notes,
  • Definition of various scripts (variants) of actions
  • Asset management
  • Servicing of accounts and bank transactions
  • Multicurrency and automatic booking of differences in the exchange rate
  • Budgeting using account planning and analytical dimensions
  • Financial reporting
  • Reporting
  • Cost accounting
  • Production planning (material and time demands)
  • Multilevel summaries of components and lists of materials for production (BOM – Bill of Materials)
  • Management of all stock positions
  • Route definition (list of production operations) and assignment of workplaces
  • Simulation and planning of commissions
  • Order placement and production order planning
  • Effective production management
  • Budgeting
  • Load/availability of work place analysis
  • Reporting
  • Quality Assurance

 


 

Benefits

Benefits for management:

  • simplification of operations and better business insights
  • increase in employee productivity
  • the right operational decisions at the right time
  • savings in direct costs

 
Benefits for the finance and accounting department:

  • improvement of the accounting, reporting and controlling processes
  • unification of the accounting process of all companies in the group
  • cash-flow improvement and forecasting
  • improvement of the budgeting process


Benefits for the IT department:

  • easy customization of the interface in terms of hardware parameters, user needs and skills
  • minimization of administrative tasks
  • the definition of rules for access to data with the principles of enterprise security
  • short implementation time, with a suitable package of training and implementation services
  • proper functioning of the entire IT infrastructure

 

Benefits for sales:

  • optimization of customer relationship management
  • increased sales effectiveness
  • submission and monitoring orders process automation
  • increase in labor productivity
  • detailed sales analysis


Benefits for logistics:

  • greater transparency of warehousing and production
  • optimization of costs associated with inventory, while maintaining or even increasing the level of deliveries to customers
  • lower costs of sales with a decrease in the loss of goods
  • improvement of store management
  • a more orderly process of receiving and issuing goods in coordination with courier companies


Benefits for the organization:

  • increase in the productivity of an organization
  • automation of current work
  • improvement of asset management as well as real estate management
  • effect on work safety standards
  • ensuring compliance with environmental regulations
  • access on mobile devices

Implementations of MS Dynamics

We present selected implementations of ERP Microsoft Dynamics systems:

 


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Jarosław Zając

Jarosław Zając

ERP account manager
offer@jcommerce.pl