InfoStrat president James Townsend's thoughts on digital transformation, marketing automation, customer relationship management, Microsoft Dynamics 365 (formerly CRM), government contracting, customer service and more. For breaking news, follow me on Twitter @jamestownsend and for more depth see the InfoStrat website at www.infostrat.com
Subscribe to this blog
Follow by Email
Search This Blog
New Microsoft Grants Manager Plus Demo Videos Available
We have posted two new video walkthroughs of Microsoft Grants Manager Plus. Here is part 1:
The Digital Accountability and Transparency Act enacted in May 2014 calls for making spending data available in open, standardized formats to be published online. It is a continuation of transparency initiatives and lessons learned with experiences such as grants.gov, the 2009 economic stimulus under the Recovery Act and the spending site USASpending.gov.
Government grantees will have significant new administrative responsibilities. Many organizations that were tracking grants in spreadsheets or documents will have to adopt more sophisticated automated grant management systems such as Microsoft Grants Manager to keep up with reporting rules.
For profit companies will lose some privacy as a result of this law. Grant recipients will be required to disclose information including officer salaries.
Continued improvements to publishing grant opportunities such as grants.gov may make it easier to find grants. These reforms together are designed to improve the effectiveness of grant prog…
To understand Microsoft Dynamics 365 (formerly Dynamics CRM and Dynamics 365 Customer Engagement), you need to learn some new terms and concepts that may be a bit different from what you know from databases and solutions that are hosted on premises. This is the second post in a series, and covers entities and attributes.
Entities are the most fundamental part of Dynamics 365 in terms of storing your business data. They are similar in concept to database tables, and the relate to one another like tables in a relational database. For instance, Dynamics 365 has an entity called Contacts that stores data such as name, address, and email address of people that you track. Accounts is a related entity that describes the organizations to which Contacts may belong.
Although they are similar to database tables, Dynamics entities allow you to do some customizations that are not possible in a standard database table. Field labels, for instance, are part of an entity, and they may differ from …
Many government and commercial organizations are responsible for conducting audits of financial and other performance in order to ensure compliance with regulations.
Microsoft Dynamics 365 offers a rich platform for automating auditing activities. Here are some of the key functions that Dynamics 365 and Office 365 can perform for auditors:
Schedule visits. The Field Service app for Dynamics 365 includes a dispatcher console, and a module to assign auditors and schedule their visits or inspections. It can also track other resources such as equipment which is used for field audits. Manage documents. Dynamics 365 is integrated with SharePoint and also Azure Blob Storage. This means that files may be associated with audit records, and searched using Microsoft search technologies which index full text and metadata. Generate notifications. Alerts via email or other communication channels (such as text messages) may be generated with Dynamics 365 automated workflows. The messages are bas…