Revolutionizing Demand Planning: Unleashing Cutting-Edge Features in Dynamics 365 Supply Chain Management’s January Update

Revolutionizing Demand Planning: Unleashing Cutting-Edge Features in Dynamics 365 Supply Chain Management’s January Update

This article is contributed. See the original author and article here.

Introduction:

The start of the new year has brought a wave of exciting enhancements to the Demand Planning module in Dynamics 365 Supply Chain Management. We’re thrilled to introduce you to five groundbreaking features that will redefine the way you approach demand planning. In this blog post, we’ll look into each feature, highlighting their benefits and showcasing live demos hosted by the expert, Anders Girke.

Feature 1: Edit on Total Level

The new feature in our January release is the revolutionary “Edit on Total Level” functionality. This empowers planners to expedite their planning workflows through effective edits on a broader scale. Let’s swiftly explore the advantages:

  • Edit on Total Level: Accelerate planning with efficient edits on a larger scale.
  • ? Date Filters: Navigate and analyze data effortlessly.
  • ? Distribute Proportional Over Time: Streamline workflows with proportional changes.
  • ? Allocate Proportional Amongst Dimensions: Optimize precision in planning.

 

table
Image: Edit on Total Level

Watch the video here  Edit on Total Level

Feature 2: Filter in Transformation

The second feature in our January release series is “Filter in Transformation.” This powerful tool allows precise data transformation for enhanced what-if analysis and forecasting on a focused dataset. Here are the key benefits:

  • ? Perform What-if forecasts on a filtered sub-set of data
  • ? Filter staging data prior to transformation
  • ? Ensure secure performance
  • ? Experiment with Dimensions to refine your planning

Witness the possibilities unfold as you perform What-if forecasts, filter staging data, ensure secure performance, and experiment with dimensions to refine your planning. Your demand planning just got a whole lot smarter!

graphical user interface, application, email
Image: Filter in Transformation

Watch the video here: Filter in Transformation

Feature 3: Comments

The third installment of our January release series introduces “Comments.” This feature is set to transform collaboration and communication within the demand planning application. Key highlights include:

  • ? Enhanced Communication: Provide detailed explanations for changes, fostering transparency.
  • ? Real-time Collaboration: Facilitate consensus-building among team members.
  • Retrospective Analysis: Analyze changes retrospectively, identifying key decision points.
  • ?️ Organized Communication: Dedicated section for structured and organized discussions.

Watch a live demo hosted by Anders Girke to see “Comments” in action and discover how it will elevate your team’s collaboration to new heights.

chart, line chart
Image: Comments

Watch the video here: Comments

Feature 4: System Administrator Role for Demand Planning

In this release, we introduce the pivotal role of the System Administrator for Demand Planning. This role is responsible for installing the app, assigning roles, managing teams, and overseeing critical operations. Highlights include:

  • ? Role Level Access for Contributors: Empower limited users with the ability to view shared worksheets, create personalized views, and edit data within their permissions.
  • ? Row Level Access Rules: Define conditions for specific tables, columns, and operators for unparalleled flexibility.
  • ? Editing Demand Plans with Flexibility: Highlighting the power of role level access, added experience, and disaggregation in editing demand plans.

Get a sneak peek into the upcoming February release, emphasizing the balance between limiting filters for optimal performance and ensuring an exceptional user experience.

 

Image: Row Level Access

Watch the video here: Role Level Access

?How to Get Started?

Ready to experience these game-changing features? Follow these steps to get started:

  1. Go to Power Platform admin center.
  2. Choose the specific environment to access the details page.
  3. Click on “Dynamics 365 apps” under Resources.
  4. Navigate to the apps list, find the Demand Planning app marked with “Update available” status.
  5. Select the respective row and click on “Update” in the top ribbon.
a screenshot of a computer screen
Image: Getting Started

Watch the video here: Getting Started

Conclusion

In conclusion, the recent January release of Dynamics 365 Supply Chain Management Demand Planning has brought forth a wave of transformative features, including “Edit on Total Level,” “Filter in Transformation,” and “Comments,” redefining the landscape for planners with tools that enhance efficiency and collaboration. The incorporation of the System Administrator role, Role Level Access for Contributors, Row Level Access Rules, and advanced security features positions the platform as a robust and secure solution for demand planning needs. With increased flexibility in editing demand plans and promising additions in the upcoming February release, Dynamics 365 is shaping a future of more streamlined and user-friendly demand planning experiences. This release marks a substantial leap forward, promising organizations worldwide a future characterized by smarter and more precise demand planning. As we embrace this evolution in demand planning, Dynamics 365 Supply Chain Management stands as a pioneer, leading the way with innovative features. Stay tuned for ongoing updates and enhancements that will continuously elevate your planning processes to unprecedented heights!


?North America Demand Planning Workshop?

Join us at the forthcoming Demand Planning Workshop, hosted at Microsoft’s state-of-the-art facility – Microsoft in Redmond, WA (98052). This event is tailored to introduce the innovative Demand Planning application to both our valued Customers and Partners.

✍ Register here : Demand Planning Workshop

The post Revolutionizing Demand Planning: Unleashing Cutting-Edge Features in Dynamics 365 Supply Chain Management’s January Update appeared first on Microsoft Dynamics 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Expanding Copilot for Microsoft 365 to businesses of all sizes

Expanding Copilot for Microsoft 365 to businesses of all sizes

This article is contributed. See the original author and article here.

We are updating our Microsoft Copilot product line-up with a new Copilot Pro subscription for individuals; expanding Copilot for Microsoft 365 availability to small and medium-sized businesses; and announcing no seat minimum for commercial plans.

The post Expanding Copilot for Microsoft 365 to businesses of all sizes appeared first on Microsoft 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Announcing automatic Copilot enablement in Customer Service

Announcing automatic Copilot enablement in Customer Service

This article is contributed. See the original author and article here.

Starting January 19, 2024, Microsoft Copilot in Dynamics 365 Customer Service will be automatically installed and enabled in your Dynamics 365 Customer Service environment. This update will install the case summarization and conversation summarization features. These features are available to all users with a Dynamics 365 Customer Service Enterprise license, and/or digital messaging or Voice add-on license for conversation summary enablement.

If your organization has already enabled Copilot in Customer Service, there will be no change to your environment.

Key dates

  • Disclosure date: December 2023
    Administrators received a notification about the change in the Microsoft 365 admin center and Power Platform admin center.
  • Installation date: January 19 – February 2, 2024
    Copilot in Customer Service is installed and enabled by default.

Please note that specific dates for messages and auto-installation will vary based on the geography of your organization. The date applicable to your organization is in the messages in Microsoft 365 admin center and Power Platform admin center. Copilot auto-installation will occur only if your organization is in a geography where all Copilot data handling occurs “in geo.” These regions are currently Australia, United Kingdom, and United States. Organizations where Copilot data handling does not occur “in geo” must opt in to cross-geo data transmission to receive these capabilities.

What is Copilot in Dynamics 365 Customer Service?

Copilot in Customer Service is a key part of the Dynamics 365 Customer Service experience. Copilot provides real-time, AI-powered assistance to help customer support agents solve issues faster. By relieving them from mundane tasks such as searching and note-taking, Copilot gives them time for more high-value interactions with customers. Contact center managers can also use Copilot analytics to view Copilot usage and better understand how it impacts the business.

Why is Microsoft deploying this update?

We believe this update presents a significant opportunity to fundamentally alter the way your organization approaches service by quickly improving and enhancing the agent experience. The feedback we have received from customers who are already using Copilot has been overwhelmingly positive. Generative AI-based service capabilities have a profound impact on efficiency and customer experience, leading to improved customer satisfaction. This update applies only to the Copilot summarization capabilities, which integrate with service workflows and require minimal change management.

Learn more about Copilot in Dynamics 365 Customer Service

For more information, read the documentation: Enable copilots and generative AI features – Power Platform | Microsoft Learn

The post Announcing automatic Copilot enablement in Customer Service appeared first on Microsoft Dynamics 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

The Composable Commerce Revolution, the Future of E-Commerce, Dynamics 365 Commerce has arrived!

The Composable Commerce Revolution, the Future of E-Commerce, Dynamics 365 Commerce has arrived!

This article is contributed. See the original author and article here.

Editor:
@denisconway

Introduction:

You’re in for a treat! The world of e-commerce has undergone a massive transformation over the past few years, and it’s all thanks to the revolutionary concept of composable commerce. This approach has taken the industry by storm, and it’s not hard to see why. Composable commerce is versatile, scalable, and innovative approach, allowing businesses of all sizes to provide exceptional customer experiences across various platforms and devices.

In this article, we’ll look closer at the intricacies of composable commerce, exploring its core benefits and examining how it’s changing the game for the e-commerce industry. Get ready to be blown away by the possibilities of composable commerce!

graphical user interface, website
Image: Multiple Ecommerce Channels

Many organizations have started adopting Dynamics 365 Commerce, a composable commerce engine to enable customers to unify back office, in-store and e-commerce channels. While also serving as the single integration point for third-party channel solutions. This gives customers the key advantage of using a variety of best of breed commerce solutions to engage and deliver goods and services to their customers.

What is Composable Commerce:

Composable commerce is a contemporary approach to e-commerce that separates the front-end (presentation layer) and back-end (commerce logic) of an e-commerce platform. Unlike traditional e-commerce systems, where changes to one component can affect the other, composable commerce decouples these two layers, enabling independent development and greater flexibility. This separation allows for greater agility, faster innovation, and the ability to adapt quickly to changing market demands.

diagram
Image: Composable Commerce Diagram

In contrast, traditional e-commerce systems often have monolithic front and back ends, leading to certain limitations. Modifying the underlying codebase to change the front-end design or user experience can be complex and time-consuming. Additionally, traditional systems are not easily scalable across different devices or channels. Composable commerce addresses these challenges by allowing businesses to easily update their website’s design or incorporate new features without disrupting the core e-commerce functionality.

What options do companies have:

Businesses have two powerful options to customize their e-commerce experiences: headless commerce and composable commerce. Headless commerce allows companies to develop and update front-end and back-end components independently, enabling quick adaptation to market changes and experimentation with innovative features. Composable commerce takes flexibility and customization to the next level by enabling businesses to select modular components from different vendors, providing the ultimate flexibility to create an e-commerce ecosystem that is tailored to their unique needs.

Benefits of Composable Commerce:

To start with, the flexibility and agility of a digital environment is continuously evolving, thus using a decouple architecture business can quickly adapt to customers changing preferences. Separating the front-end from the back end ensures that branding, user experience, and functionality stay consistent across various channels. By having cohesive experience across web, mobile, social, media, voice assistant and other Artificial Intelligence (AI), Virtual Reality (VR), Augmented Reality (AR), Voice Commerce, based emerging technologies lead to higher customer satisfaction, engagement, and loyalty.

diagram
Image: With composable commerce, businesses can provide cohesive experience to customers on various channels

In addition, scalability and performance are also greatly enhanced because businesses can independently scale each layer resulting in better resource allocation. Websites can now handle increased traffic, sales volume, and complex operations leading to faster page upload time and better user experience.

End-user Benefits:

Whether customers interact with your brand through a website, mobile app, voice assistant, marketplace, or social media platform, composable commerce ensures a seamless and tailored experience. In addition, faster loading times and improved website performance reduce the long wait time for the entire page to load, resulting in a smoother and more responsive user interface. More importantly customers are browsing via desktop, smartphone, tablet, or using voice assistants to access your products and services seamlessly. This omni-channel capability enhances convenience and accessibility for customers, meeting their expectations for a seamless cross-channel experience. Dynamics 365 Commerce enables businesses to build this experience.

graphical user interface, diagram

Customer Image: Front page ABBY Site  Easy, online contact lens ordering | Doctor Trusted | Patient Approved | Free Shipping | HelloAbby

Customer Story:

Empowering Vision: ABB Optical Group’s Intelligent Contact Lens Ordering Platform with Microsoft Dynamics 365″

Embarking on a technological evolution, ABB Optical Group introduces its Intelligent Contact Lens Ordering Platform, a game-changer crafted in collaboration with Visionet Systems Inc. and Microsoft. This innovation involved the implementation of Microsoft Dynamics 365 Finance and Operations, Azure Cloud, and Data Lake, providing a solid technological foundation. ABB Optical aimed to transcend its legacy Patient Ordering Platform, yourlens.com, seeking a modern, intelligent, and scalable user experience. This vision materialized through the development of a robust Minimum Viable Product(MVP), introducing a microservices headless experience and harnessing the capabilities of Microsoft D365 Retail and HQ APIs, alongside Proof of Concepts.

The outcome was nothing short of transformative. The MVP’s successful pilot garnered positive feedback, propelling the rapid development of additional customer-demanded features. In just six months, Visionet spearheaded the launch of phase two of the Abby Platform, seamlessly integrating a data analytics component through Data Lake with Dynamics 365 F&O and Power BI. ABB Optical Group now stands at the forefront of innovation, offering eyecare providers and patients an intelligent, forward-thinking ordering system.

Conclusion:

In conclusion, the emergence of composable commerce signifies a pivotal shift in the digital marketplace. This approach, distinguished by its modular structure, cloud-native integration, and technology-independent capabilities, provides businesses with unparalleled flexibility and adaptability. It enables businesses to customize their digital experiences, integrate seamlessly with best of breed solution providers for individual capabilities, and respond swiftly to market changes and complexities.


Learn more

Dynamics 365 Commerce delivers a comprehensive, yet composable, set of capabilities for both consumer and business-facing organizations seeking to expand beyond traditional digital commerce limitations and improve customer engagement, build brand awareness, streamline purchasing, and deliver exceptional customer experiences.

To learn more about Dynamics 365 Commerce:

Visit our website on commerce today.

The post The Composable Commerce Revolution, the Future of E-Commerce, Dynamics 365 Commerce has arrived! appeared first on Microsoft Dynamics 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Shaping the future of retail with AI and Dynamics 365

Shaping the future of retail with AI and Dynamics 365

This article is contributed. See the original author and article here.

In an industry defined by both growth and disruption, retailers are depending on technology to navigate challenges ranging from shifting purchase habits to supply chain complexities. Next week, at the National Retail Federation (NRF) Big Show, Microsoft will demonstrate Dynamics 365 solutions powered by AI to help accelerate retail agility and innovation in the next decade.  

owner of a retail store holding a tablet

Gain valuable AI insights for your business

Learn more at the National Retail Federation Big Show

In addition to solutions powered by Microsoft Cloud for Retail, this vision for the future of retail is spotlighted by new Copilot capabilities for Dynamics 365 applications, including:  

  • Microsoft Dynamics 365 Customer Insights, providing retailers with AI-powered experiences to transform daily marketing workflows. 
  • Microsoft Dynamics 365 Supply Chain Management, providing AI powered guidance for demand planning, streamlining procurement, and enhancing supply chain visibility. 

NRF attendees can learn more about the transformative power of AI across the retail industry by attending two Big Ideas Sessions hosted by Shelley Bransten, Corporate Vice President, Global Retail, Consumer Goods, and Gaming Industries, and Kathleen Mitford, Corporate Vice President, Global Industry Marketing. 

Helping retailers personalize the shopping experience  

Retailers often tell us that they’re under pressure to get marketing and customer experience projects and campaigns to market faster and are asked to do more with less. Yet, the processes and tools they use haven’t evolved to meet this demand.  

Deploying a project to market requires various roles or specialists, costly third-party agencies, and siloed applications to review data and create content. Monitoring results for optimization also becomes a timely and tedious task, having to track down the right people with the right application and the right data. These challenges not only hinder a campaign’s time to market and employee productivity, but can also result in a disjointed customer experience.

It’s not just our customers who are feeling the burden of these challenges. The market is feeling it too. For instance, 63% of surveyed retailers said they hope they can improve their marketing with AI in the next 18 to 24 months.1 In the age of AI, shouldn’t it be easier to get your campaigns to market?  

We are announcing new Copilot features in Dynamics 365 Customer Insights that will transform how marketers manage and maintain projects and campaigns, increasing productivity, efficiency, and speed to market. These new capabilities build on Copilot features introduced in the past year, including, but not limited to, the ability to generate content ideas, query customer data using natural language, and create customer segments and journeys using next-generation AI. 

Marketers can kick-start their marketing project by writing their campaign objective in natural language, or by uploading an existing creative brief. The project board is then generated using the prompt or brief, connected organizational data, and previous campaigns in Customer Insights. The project board streamlines and connects all workflows into one place for building and managing marketing assets. 

Copilot screen in Dynamics 365 Customer Insights, showcasing a user-friendly interface empowering customers to initiate and streamline their marketing projects effortlessly.

“These new copilot capabilities in Dynamics 365 Customer Insights will enable us to focus our time and energy in the right places—better informing us on optimization priorities without the need to dig into details manually. That alone saves so much time.” 

—Hannah Harper, Leatherman, Digital Marketing Manager 

From the project board, marketers can view the campaign’s target audience and segments, as well as recommendations from Copilot for additional segments that may not have been previously considered. Selecting a suggested audience segment automatically generates a complementary customer journey, saving marketers time while also helping them deliver a personalized customer experience. 

Dynamics 365 Customer Insights' project board—highlighting curated audiences for streamlined marketing customization

End-to-end customer journeys containing personalized touchpoints, such as promotional emails or event invitations, are generated using Copilot. Through our partnership with Typeface and its enterprise-grade generative AI capabilities, marketers can produce brand-authentic images across assets, supercharging personalized content for greater impact—all from within Dynamics 365 Customer Insights. Additionally, Typeface helps align content to the organization’s brand guidelines, including themes, fonts, and product images—extracted from a central asset library.

“Every aspect of the enterprise is already being redefined with generative AI, from developer to product to sales experiences. By combining Dynamics 365 Customer Insights with Typeface’s powerful storytelling engine, we’re fundamentally reshaping campaign workflows with generative AI by starting with just a goal. This means personalizing content at an unprecedented scale, bridging the gap between content and data, and ushering in a new era of marketing creativity and productivity.”

Abhay Parasnis, Founder and CEO of Typeface 

These Copilot capabilities will be available in preview in the first quarter of 2024, with general availability by the third quarter of 2024. Existing Customer Insights customers can sign up now for the early access public preview program here.

This is just the beginning; we will be delivering further content curation, journey testing, and metrics monitoring to optimize campaigns. Our vision is that, together, this new AI-first experience will transform how marketers work by reducing the complexities of end-to-end campaign management and enhancing marketer productivity and ROI.

Click the image below to watch a video and learn more about our vision.  

Build a real-time retail supply chain 

In 2024, retail supply chains face countless challenges, from labor shortages and increasing costs to complexities across omnichannel retail experiences. Enterprise AI solutions, now readily available for retailers, can power greater efficiency, productivity, and innovation across the supply chain.  

At Microsoft, we aim to deliver new supply chain innovations powered by Copilot to our customers through our open, flexible, and collaborative Microsoft platform; helping organizations to reduce risk, manage inventory, plan with flexibility, and make quick decisions across the whole supply chain.   

New copilot capabilities to improve demand planning 

A retailer’s success hinges on having the right inventory at the right place at the right time, and that starts with successful demand planning. We recently announced new demand planning capabilities in Dynamics 365 in November 2023 that uses AI, machine learning, and external signals to predict demand accurately, and now we are enhancing it with Copilot. This will help planners understand how a forecast was generated and help them find patterns and anomalies. 

Copilot will also help them make sense of complex relationships across datasets using natural language interactions, and it will also assist with the routine tasks of making demand review reports, saving the planners time to focus on high-priority activities. 

chart, line chart

Some of our customers, including Domino’s Pizza UK & Ireland, can use the new demand planning capabilities to make smart predictions from the data and insights.

“The demand planning capabilities in Dynamics 365 are helping us make the right decisions to lower wastage, avoid unnecessary deliveries, and be cybersafe.”

Neha Batra, Head of Business Solutions, Domino’s Pizza UK & Ireland

The new demand planning capabilities create a more flexible, simplified, and intuitive user experience. Planners have an increased level of trust and can rely more on the forecast, knowing how it’s generated. The latest demand planning capabilities help reduce excess inventory and increase working capital for retailers.

New Copilot capabilities to improve productivity and proactively mitigate disruptions  

In November 2023, we also announced new Copilot capabilities in preview for Dynamics 365 that enable supply chain teams to take actions based on insights with conversational help while in the flow of work. This helps increase productivity and improved collaboration among employees across the supply chain and other cross-functional teams to proactively mitigate disruptions and further automate their workflows. See the capabilities in action.  

graphical user interface, text, application, email

We also added new Copilot capabilities that will enhance inventory visibility and enable businesses to promise orders with improved accuracy, significantly helping brands elevate their consumers’ buying experience.   

In addition, a new copilot capability that helps to streamline procurement is now generally available. Procurement teams can seamlessly handle the purchase order changes in a scalable and efficient manner and assess the impact of changes downstream to production and distribution before making the right decision.   

Generate product enrichment content for e-commerce sites with Copilot 

Informative, story-rich product content can drive customer engagement and sales on e-commerce sites. Creating that content, however, can be time-consuming and challenging. In October 2023, we launched in preview the ability for business-to-business and business-to-consumer online retailers to use Copilot in Dynamics 365 Commerce to generate enriched product marketing content for their websites. This helps to decrease the time it takes to create compelling marketing content, while increasing productivity and increasing the overall number of online orders.

Visit our Microsoft booth at NRF this year to see these innovations in action.  

Discover the future of retail at NRF 2024 

Learn more about Dynamics 365 solutions for the retail industry and retail solutions introduced at NRF 2024. If you are registered for NRF 2024, we invite you to stop by our booth for demos of our solution and attend the following sessions:  

Retail unlocked: achieve more with Microsoft: Hosted by Shelley Bransten, Corporate Vice President, Global Retail, Consumer Goods and Gaming industries, Microsoft  

Sunday, January 14, 2024  | 1:00 – 1:30 PM  Eastern Standard Time (EST)

Join this interactive session to hear about one retailer’s AI journey to date. Hosted by Microsoft’s Corporate Vice President, Retail, Consumer Goods & Gaming Industries, Shelley Bransten, you’ll also learn about new AI-focused findings from Futurum Research and all new AI capabilities in Microsoft Cloud for Retail that will help power your AI transformation.    

Unlocking true customer-centricity: optimizing touchpoints across the shopper journey with AI: Hosted by Kathleen Mitford, Corporate Vice President, Global Industry Marketing   

Monday, January 15, 2024  | 11:45 – 12:15 PM  EST

Generative AI and large language models have captured the attention of executives across industries. While the technology’s use cases seem endless, smart retailers and brands must identify and prioritize the applications of generative AI that will be most valuable to their organization and partner with organizations who will treat their data with the highest privacy standards. Join us to hear how Microsoft is helping organizations large and small maximize their generative AI opportunities safely and responsibly.   

Unify your data to unlock AI opportunities: Hosted by Satish Thomas, Corporate Vice President, Microsoft Industry Clouds   

Tuesday, January 16, 2024 | 1:00 – 1:45 PM EST

Retailers are swimming in data all day, every day. Even with sophisticated legacy technologies and cutting-edge data science, the majority of that data goes uncollected. Insights stay hidden—often in plain sight. But that’s starting to change. AI tools are enabling retailers to understand their customers, merchandising, supply chains, operations, and workforces better than ever before. Join us to hear about the myriad insights that retailers are drawing from newfound and increasingly precise data sources to run leaner, smarter stores.    

1 AI Adoption in Retail Survey, The Futurum Group, 2024

The post Shaping the future of retail with AI and Dynamics 365 appeared first on Microsoft Dynamics 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

Expanding Copilot for Microsoft 365 to businesses of all sizes

Level up your retail workforce with smart, simple solutions from Microsoft Teams

This article is contributed. See the original author and article here.

In the race to deliver engaging in-store experiences, Microsoft is uniquely positioned to equip retailers with the tech they need to transform their store team’s workdays. At the National Retail Federation (NRF) 2024, we are announcing new solutions designed to enable store teams to efficiently meet customers’ expectations and improve the retail experience in this new era of AI.

The post Level up your retail workforce with smart, simple solutions from Microsoft Teams appeared first on Microsoft 365 Blog.

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.