Category: articles

Meeting room reservations – Power Apps

Post author By Maksymilian Śniegocki
Post date March 18, 2024
No Comments on Meeting room reservations – Power Apps

What is Microsoft Power Apps

Learn more about the app here: https://inlogica.com/en/microsoft-products/microsoft-power-apps/

Power Apps application example

Description of the application

The application is designed to book a meeting room with just a few clicks

Data source

The application’s data source is Office 365 Outlook and Office 365 Users.

The appearance of the application

The layout of elements and colors can be fully configured according to users’ needs. You can use ready-made templates or give your styles.

The user can edit an existing appointment or set up a new one.

In the application, there is a calendar. After expanding the list on the left, we can select the meeting date we want to modify.

When you select a date, the scheduled appointments will be displayed.

We can edit the date, time, and place once we select the meeting we are interested in.

Po kliknięciu przycisku pod wybraną lokalizacją spotkanie się edytuje.

For the option to create a new meeting, we proceed similarly.

Summary

This presented application is just the tip of the iceberg of possibilities Microsoft Power Apps offers. There are many options, and the appearance and functionality of our applications depend mainly on the goals and requirements we set before creating them.

Why us?

Meet our team of experienced Microsoft Dynamics ERP implementation specialists

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Automatic data import from Excel – Power Apps

Post author By Maksymilian Śniegocki
Post date March 18, 2024
No Comments on Automatic data import from Excel – Power Apps

What is Microsoft Power Apps

Learn more about the app here: https://inlogica.com/en/microsoft-products/microsoft-power-apps/

Application of Power Apps in importing data from Excel – example

Description of the application

The application is designed to automatically import data from Excel and present it to the user in an easy-to-read form.

Source of data

The application’s data source is an Excel spreadsheet stored in the Microsoft OneDrive cloud. Example data presenting statistics of website positioning – SEO:

The data entered in the sheet is automatically retrieved by Power Apps. The data in the sheet must be stored as a table.

App Appearance

The layout of elements and colors can be fully configured according to users’ needs. You can use ready-made templates or give your styles.

The user selects the date range from which to display the data. Only those in the sheet will be displayed

The application has buttons that allow the user to switch between views containing graphs of individual data

The view above shows a graph of the data in the indicated year by month

Summary

The presented application is only a substitute for Microsoft Power Apps’ solutions. The possibilities are endless. How our applications will be given depends primarily on the goals and requirements we set for ourselves.

Author of the text: Maksymilian Śniegocki

https://www.linkedin.com/in/maksymilian-sniegocki/

Why us?

Meet our team of experienced Microsoft Dynamics ERP implementation specialists

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Integrating Power Apps, Power BI with Microsoft Dynamics Business Central

Post author By Maksymilian Śniegocki
Post date March 14, 2024
No Comments on Integrating Power Apps, Power BI with Microsoft Dynamics Business Central

Spis treści

Power Apps, Power BI with Microsoft Dynamics Business Central
Benefits of integrating Power Apps, Power BI with Microsoft Dynamics Business Central
Integrating Power Apps with Microsoft Dynamics Business Central
Integration of Power BI with Microsoft Dynamics Business Central
Combining all three technologies – what are the benefits

Today’s companies increasingly realize the crucial role of integrating different technologies into their business processes. One excellent example of synergy is the Power Apps and Power BI combination with Microsoft Dynamics Business Central. In this article, we will take a closer look at this issue, highlighting the benefits of this integration and how each of these technologies can work with Microsoft Dynamics Business Central.

Power Apps, Power BI with Microsoft Dynamics Business Central

Power Apps: is a code-free application development platform that allows business solutions to be quickly and easily customized to meet an organization's specific needs. Combined with Microsoft Dynamics Business Central, it enables the creation of custom user interfaces, forms, or reports without high-level programming.
Power BI is a business intelligence tool that enables you to visualize data and create advanced reports. By integrating with Microsoft Dynamics Business Central, Power BI can take advantage of the data collected in your ERP system, allowing you to quickly and efficiently analyze key performance indicators (KPIs) and business trends.
Microsoft Dynamics Business Central: is a comprehensive ERP solution covering the areas of finance, supply chain management, manufacturing, and more. Integration with Power Apps and Power BI is a natural extension of Business Central's functionality, enabling more flexible and advanced system customization.

Benefits of integrating Power Apps, Power BI with Microsoft Dynamics Business Central

Increased efficiency: integrating Power Apps and Power BI with Microsoft Dynamics Business Central contributes to increased operational efficiency. With custom applications created using Power Apps, employees can quickly customize the interface to meet their needs, reducing the time it takes to handle business processes.
Improved data analysis: Power BI combined with Microsoft Dynamics Business Central enables more advanced data analysis. This allows companies to make more accurate strategic decisions based on sound KPIs and business trend analysis.
Customization: integration enables customized solutions without requiring development resources. Power Apps allows for customization of interfaces, while Power BI allows for creating personalized reports, allowing companies to tailor the system to their unique needs better.

Integrating Power Apps with Microsoft Dynamics Business Central

Connecting Power Apps with Microsoft Dynamics Business Central enables creating enterprise-specific applications. As a result, even without developed programming knowledge, the user interface can be customized to specific business processes, enhancing the user experience.

Integration of Power BI with Microsoft Dynamics Business Central

Integrating Power BI programs with Microsoft Dynamics Business Central allows you to use advanced data analysis features. Visualization of key performance indicators and business trends enables rapid decision-making based on sound analysis of data collected in the ERP system.

Combining all three technologies - what are the benefits

Holistic data management: the combination of Power Apps, Power BI, and Microsoft Dynamics Business Central provides holistic data management for the company. The data available in the ERP system can be effectively used for customizing user interfaces and business analytics.
Adapt quickly to change: with flexible tools like Power Apps and Power BI, integration with Microsoft Dynamics Business Central enables rapid adaptation to changing market and business needs. Enterprises can dynamically adapt their solutions to new challenges.

Summary

Integrating Power Apps, Power BI with Microsoft Dynamics Business Central provides a powerful tool to support modern enterprises in effectively managing data and business processes. The benefits of this synergy include increased operational efficiency, better data analysis, customized solutions, and rapid adaptation to change. Investing in this integration can bring real benefits, strengthening a company’s position in a competitive market.

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Microsoft 365 Copilot – what can it do?

Post author By Maksymilian Śniegocki
Post date March 14, 2024

Spis treści

What can Microsoft 365 Copilot do?
How do I enable Microsoft Office 365 Copilot?
How it affects our work – an overview of the facilities
Summary of the capabilities and tools provided by Copilot software
How do you effectively use Microsoft Office Copilot in your daily work?

Microsoft 365 Copilot is an AI tool that transforms how you work by combining the power of machine learning with Office applications. It makes it easier to automate tasks and offers intelligent assistance with daily tasks, increasing productivity and efficiency. Enabling Copilot in Office 365 is simple and usually available in the application settings. It allows you to analyze data, create documents, and manage communications faster. Copilot is the future of office work, enabling more accessible and intuitive use of tools, from analyzing data to creating presentations.

What can Microsoft 365 Copilot do?

Copilot uses advanced AI algorithms to understand work context and helps automate tasks. It can suggest content for Word documents, analyze complex data summaries in Excel, and help design PowerPoint presentations.

How do I enable Microsoft Office 365 Copilot?

Enabling Copilot in Office 365 is usually done through application settings, where users can activate the AI feature. It can also be part of a more extensive Office update automatically available to subscribers.

Log in to your Microsoft 365 account.
Go to the Office 365 administration center.
Depending on the feature you want to enable, look for the appropriate section, such as “Settings” or “Services & Add-ons.”
Find the feature you want to enable – this may require browsing through available apps and add-ons.
Enable the feature according to the instructions provided.

If “Microsoft Office 365 Copilot” is an add-on or application available as part of Office 365, you may need to download and install the corresponding extension or application. In this case, the installation process may also involve visiting the Microsoft Store or another Microsoft resource from where you can download the necessary software.

How it affects our work - an overview of the facilities.

Copilot is changing the face of office work, minimizing the need to perform routine tasks and allowing people to focus on more creative aspects of their work. This will enable employees to be more productive and efficient.

Summary of the capabilities and tools provided by Copilot software

Copilot provides various tools to make work easier, such as automatic summaries, report generation, and visual material design. It is a comprehensive support that adapts to the user’s needs.

How do you effectively use Microsoft Office Copilot in your daily work?

To use Copilot effectively, you need to have a good understanding of its functions and capabilities. It is worth starting with simple tasks and gradually implementing more complex processes so that the tool becomes an integral part of office work. See a variety of daily work applications that make tasks more accessible and more automated:

Automatic Content Generation: Word users can ask Copilot to help them write documents, from creating basic drafts to automatically generating content proposals based on previously entered data.
Analysis and Inference from Data: in Excel, Copilot can analyze complex data sets, draw conclusions, and create advanced reports without the user needing manual analysis.
Presentation Optimization: Copilot can help design professional-looking PowerPoint presentations by selecting templates and layouts that best fit the user's content.
Communication Support: in Outlook, Copilot can suggest email replies, help manage your calendar, and prioritize important messages.
Note Organization: in OneNote, Copilot can help organize notes and automatically tag and search for relevant information.
Business Trend Analysis: in Power BI, Copilot can help identify business patterns and trends, making it easier to make data-driven decisions.
Task Automation: in Power Automate, Copilot can facilitate the creation of workflows that automate repetitive tasks, saving the user time
Remote Collaboration: Copilot can support team collaboration in Teams by offering guidance and ideas during remote meetings and brainstorming sessions.
Support for Developers: In Visual Studio, Copilot can suggest code snippets or programming solutions support the software development process.
Integration with the Cloud: in Azure, Copilot can help manage and optimize cloud resources, suggesting configuration changes or cost optimizations.

articles Other Microsoft products Recommended

What is Microsoft Copilot?

Post author By Maksymilian Śniegocki
Post date March 12, 2024

Spis treści

Microsoft AI – services and product
How does Microsoft 365 Copilot work?
Benefits of using Microsoft Copilot
Making work easier with AI technology
Collaboration and information sharing with Windows Copilot
Microsoft Copilot how to enable

In the rapidly evolving world of technology, Microsoft Copilot represents a revolution in human-computer interaction. It is an advanced artificial intelligence (AI)-based platform for streamlining many aspects of office work and communication, offered as part of Microsoft 365. Thanks to innovative algorithms, Microsoft Copilot allows complex tasks to be performed with simple voice commands or typing, significantly increasing user efficiency and productivity.

Microsoft AI - services and products

Azure AI: Microsoft’s Azure cloud platform offers AI services that allow companies to build and deploy their artificial intelligence models. This includes machine learning tools, natural language processing services, conversational bots, and more.

Microsoft 365: AI is integrated into Microsoft 365 applications such as Word, Excel, Outlook, and Teams to support users with automated suggestions, data analysis, and improved collaboration.

Cognitive Services: is a collection of AI APIs that enable developers to add computer vision, speech recognition, language processing, and knowledge understanding capabilities to their applications.

Microsoft Power Platform: this platform, which includes Power BI, Power Apps, and Power Automate, uses AI to enable users to create intelligent applications without writing code and automate tasks and workflows.

Project Bonsai: is Microsoft’s AI platform for building autonomous systems. It enables specialists and engineers to create AI models to improve industrial processes and manufacturing.

Dynamics 365: AI is also used in Dynamics 365, Microsoft’s suite of business applications, to optimize business operations, predict sales trends, and offer better customer support through data insights.

Xbox and gaming: AI personalizes player experiences, optimizes game difficulty levels, and creates more realistic environments.

Windows Copilot refers to productivity tools that are part of the Microsoft 365 ecosystem, such as Microsoft Teams, which enable real-time user collaboration and communication

How does Microsoft 365 Copilot work?

Microsoft 365 Copilot uses AI technologies to analyze data, text, images, and graphics to provide users with immediate answers and assistance with ongoing tasks. It acts like a personal assistant that answers questions and suggests optimal actions. Integration with Microsoft 365 applications, such as Word, Excel, and PowerPoint, allows you to generate documents instantly, create advanced data analysis, and even automatically design presentations according to guidelines.

Benefits of using Microsoft Copilot

There are several benefits to using Microsoft Copilot. First of all, it saves time by automating routine tasks. Users can focus on the creative aspect of their work while repetitive processes are automated. Copilot also enables quick access to information by searching and analyzing data across the Microsoft 365 ecosystem, dramatically speeding up decision-making processes. In addition, thanks to natural language, the interface is intuitive and accessible even to the less tech-savvy.

Making work easier with AI technology

Artificial intelligence (AI) is becoming vital in solving everyday business problems. Microsoft Copilot is an example of an AI application that can help with workflow, project management, education, and training. Features such as automatically summarizing long documents, analyzing trends in data, or detecting and correcting errors are becoming invaluable aids in everyday work.

Windows Copilot is the next step in integrating artificial intelligence into the operating system. It facilitates user collaboration by sharing documents, presentations, and other materials in real time. It also enables remote assistance using voice or text commands, particularly useful for geographically dispersed teamwork. This functionality is changing the way we work, learn, and interact, opening new opportunities for business and education at a distance.

Microsoft Copilot how to enable

Microsoft Copilot is a feature within some Microsoft 365 applications and may be available in various services such as Word, Excel, PowerPoint, Outlook, and others. To enable and use Copilot, you usually need to follow the steps below:

Update Microsoft 365: make sure you have the latest version of Microsoft 365 installed on your device. The Copilot may require the newest update to function.
Check availability: check if Copilot is available on your version of Microsoft 365, as it may be limited to specific subscription plans or still in testing.
Enable AI: if the feature is available, you can enable it in the settings of the Microsoft 365 application it affects, such as in Word or Excel. This is often found in the "Options" or "Tools" menu.
Logging in: ensure you are logged into your Microsoft account, which has access to the Copilot feature.
Using the function: once you have enabled Copilot, you can usually use it by typing commands or using the user interface to interact with the AI.

Suppose Copilot is a new feature, or you are a beta program participant. In that case, access to it is limited and requires a unique invitation or enablement by your organization’s IT administrator.

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Microsoft Dynamics 365 Business Central licensing model

Post author By Maksymilian Śniegocki
Post date March 7, 2024
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Spis treści

License types and entitlements in Microsoft Dynamics 365 Business Central
Essential license
Premium License
Team Members license
Integration with Microsoft Outlook

The Microsoft Dynamics 365 Business Central licensing model is mainly based on a flexible monthly subscription-oriented approach that provides companies with comprehensive ERP solutions under personalized plans. This option allows you to scale your resources based on your company’s needs while ensuring cost control.

A perpetual usage plan is also available based on the right to use the system license in perpetuity. The fee for this solution is divided into two components- a license depending on the number of modules and users and an annual subscription called Enhancement Plan.

The third solution is the on-cloud model (Software as a Service), in which all the basic infrastructure, middleware, and application data reside in a Microsoft Azure database. This option allows customers to get up and running quickly with minimal upfront cost.

License types and entitlements in Microsoft Dynamics 365 Business Central

Licensing within Microsoft Dynamics 365 Business Central includes a variety of entitlement types to suit the diverse needs of organizations. The primary license categories are Full Users and Team Members. At no additional charge within the license, Microsoft also grants one administrative user and one user for so-called external accounting.

We can divide the Full User license into two additional categories, but note that they cannot be combined within the same environment. These licenses are Essentials- providing access to financial, supply chain, project management, or sales and marketing functionalities. Premium- This allows you to perform all the functions of the Essentials category, further extending the capabilities to include service and production management.

A Team Members license user is a partial Dynamics 365 Business Central user. Its license privileges allow it to read any data in the system while significantly limiting its writing capabilities.

The Device license associated with a device is also worth mentioning. It allows you to assign a license to a specific device instead of a user. This is particularly useful when several employees use the same device (a terminal) in manufacturing plants or warehouses.

Essential license

A primary type of license designed for companies requiring access to most areas.

It allows access to such areas as Reports, Finance, CRM, Sales, Warehouse, etc. Users with this license can create and manage sales and purchase documents, track financial transactions, plan budgets, and generate reports.

It is more affordable than the Premium license, making it a fitting option for companies not deeply involved in intensive business operations but still needs access to the system’s vital information.

Premium License

A license with access to the full range of features included in the Essentials license is extended with additional capabilities, allowing you to take full advantage of the ERP system’s potential.

In addition to managing finances, sales, and purchases, it allows access to service management or production functions, such as planning and process tracking.

The Premium license is designed for companies that want to use the full potential of Microsoft Dynamics 365 Business Central.

Team Members license

It is designed for users who only require access to essential information and reports.

It allows viewing data, approving tasks, or generating reports but does not provide full editing capabilities or create transactions.

It provides a cost-effective option for employees who are not involved in intensive business operations but require access to the information contained in Dynamics 365 Business Central.

Integration with Microsoft Outlook

It is possible to easily combine access to Microsoft Dynamics 365 Business Central with a Microsoft Outlook account through an add-in that allows you to manage business interactions with customers and suppliers directly in Microsoft Outlook. The Business Central add-on for Outlook will enable you to view financial data related to customers and suppliers and create and send financial documents such as quotes or invoices.

Summary

Microsoft Dynamics 365 Business Central offers a variety of licensing options, enabling companies to customize their ERP system and support business growth. The licensing model is based on a flexible subscription, perpetual licensing, or an on-cloud solution. With Essential, Premium, and Team Member categories, enterprises can customize licenses to meet their business’s different needs and responsibilities. In addition, per-device and third-party accountant licenses enable simplified system use internally.

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What is Microsoft Power Apps?

Post author By Maksymilian Śniegocki
Post date February 29, 2024
No Comments on What is Microsoft Power Apps?

Spis treści

How does the Power Apps platform work?

Description of the key components of Microsoft Power Apps

Usage of Microsoft Power Apps in business

Advantages and disadvantages of Microsoft Power Apps

Microsoft Power Apps is a tool created by Microsoft that allows you to create customized business applications. With this platform, even people without advanced programming experience can quickly and easily develop applications, tailored to the unique needs of their organization.

It’s worth noting that Microsoft Power Apps provides a simple interface that allows you to use ready-made templates, while offering you the ability to customize the features and appearance of your applications. As a result, efficiency depends mainly on the user’s creativity and needs.

The platform also offers integrations with other Microsoft tools and services, making it a frequent choice for companies using the manufacturer’s solutions.

How does the Power Apps platform work?

Learn about some key elements that describe how this platform works:

ready-made templates that users can use as a starting point to create their applications. These templates cover different types of applications, such as project management, sales tracking or data collection.
customization of functions and design: through a simple drag-and-drop system, you can add data fields, create interactive forms or define the logic behind the application.
Formulas allow you to define various functions and behaviors. They are easy to understand even for people without programming experience.
Integrations with other Microsoft tools and services, such as SharePoint or Azure. This enables the use of different data sources and increases flexibility in creating personalized applications.
working in the cloud: applications are stored in the cloud, allowing easy access to them from different devices. This also makes it easier to manage and update applications.
speed of deployment: with a simple interface and ready-to-use components, Power Apps enables quick deployment of applications without a lengthy development process.

Description of the key components of Microsoft Power Apps

Applications: The applications in Power Apps are interactive tools that allow you to collect, analyze and present data in a way that is tailored to your specific needs. They can range from simple information gathering tools to more sophisticated business applications that support complex processes.
Cards: Cards in Power Apps are forms that collect data within the application. Users can customize cards by adding data fields, images, buttons or other interface elements to create personalized forms.
Data sets: is where data used by Power Apps is stored. This can be data from a variety of sources, such as databases, spreadsheets or cloud services that store information.
Connections: Power Apps allows integration with different data sources and platforms. This means that apps can use data stored in other Microsoft applications, such as SharePoint or Dynamics 365, as well as external sources such as cloud data or web services.
Formulas: allow you to define the logic behind your applications. Formulas are easy to understand even for people without deep programming knowledge, allowing you to quickly define various functions within the application.
Speed of implementation: With a simple interface, ready-made templates and flexibility in customization, application development can be quick and efficient. These elements work together to create a complete platform that allows you to create personalized business solutions.

Usage of Microsoft Power Apps in business

Microsoft Power Apps is used in various business areas to automate processes, collect data, create interactive reports or customize tools to meet specific enterprise needs. While it has its limitations, especially for advanced developers, it is an effective tool for most users to quickly deploy personalized applications without the need for programming resources.

Power Apps finds application in:

Advantages and disadvantages of Microsoft Power Apps

Advantages:

Disadvantages:

articles Business knowledge

What software facilitates the company’s work?

Post author By Maksymilian Śniegocki
Post date February 22, 2024
No Comments on What software facilitates the company’s work?

Spis treści

Learn about ERP software
How does Business Intelligence software work?
What programs can still be useful for running a business?

In today’s dynamic business environment, effective business management requires the use of appropriate software. Business management programs play a key role in optimizing operations, increasing productivity and enabling faster decision-making. The popular Microsoft 365 (previously Microsoft Office) suite is a solid foundation for many businesses. Word, Excel, PowerPoint, Outlook and Teams are tools that enable comprehensive word processing, spreadsheet creation, presentations, email management and team collaboration capabilities.

In addition to Microsoft 365, it’s also worth noting specialized solutions such as ERP systems, business intelligence and other programs that greatly facilitate daily work.

Learn about ERP software

ERP (Enterprise Resource Planning) systems are an essential part of modern business management. They offer comprehensive solutions that integrate different departments of a company into a coherent platform. This allows for more efficient management of resources, finances, production and logistics. It is worthwhile to familiarize yourself with the solutions available on the market and consult with experts to find the most suitable tool for your company’s specifics.

One of Microsoft’s main ERP systems is Microsoft Dynamics 365, an advanced solution that integrates business processes and enables close cooperation between different departments in your company. Microsoft Dynamics 365 offers a wide range of capabilities, including customer relationship management, enterprise resource planning, data analysis and much more. This allows companies to optimize processes and respond quickly to changing market conditions.

Another tool worth mentioning in Microsoft’s ERP portfolio is Microsoft Dynamics Business Central. This solution is aimed primarily at small and medium-sized businesses. Dynamics Business Central allows you to manage finance, sales, customer service and operations on a global scale. With its flexibility and cloud-based availability, the tool allows companies to grow and adapt to changing business needs.

Both platforms offer cloud-based solutions that allow for easy scalability, flexible access and continuous updates. Depending on the size, specifics and business goals of your company, you may want to consider using these solutions.

How does Business Intelligence software work?

Business Intelligence (BI) software is another important part of the suite of tools that make running a business easier. BI allows you to collect, analyze and present business data in a way that is easy to understand and relevant to decision-making. It is worth mentioning that BI systems can generate reports, forecasts and analysis, which are invaluable in planning a company’s growth strategy. This allows managers to make more informed decisions based on reliable information.

Power BI, developed by Microsoft, is one of the leading data analysis and visualization tools in the business intelligence field. The tool allows users to effectively integrate, analyze and display data from various sources in one place. With an intuitive user interface, the Power BI service allows users to create dynamic reports and interactive dashboards, making important information easier to understand.

In addition, the Power BI service can generate forecasts, trends and advanced analysis to help manage data more effectively. Thanks to integration with Microsoft Azure cloud, Microsoft Dynamics 365, Microsoft Dynamics Business Central and other advanced features, Power BI helps harness the full potential of data to make informed business decisions instantly.

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What programs can still be useful for running a business?

In addition to ERP and Business Intelligence systems, there are many other programs that make running a business much easier. For example, accounting programs are important tools in the financial field. They automate the process of invoicing, tracking payments and monitoring account balances. It’s also worth thinking about project management tools to help organize teamwork and monitor project progress.

Licensing issues related to the use of software are also important. Carefully check the types of licenses offered by your vendor before purchasing. Licensing includes various models, including one-time licenses, subscription licenses and free open-source software.

articles Business knowledge

ERP system, what is it?

Table of contents

ERP – what is the acronym?
ERP system – everything you need to know.
Benefits of implementing an ERP system.
ERP systems examples – implementations

ERP system, or Enterprise Resource Planning, is advanced ERP software that integrates various aspects of a company’s operations. An ERP system enables effective management of company resources, automating and simplifying many business processes. In an era of rapid market changes, ERP systems are becoming indispensable in managing any enterprise, regardless of size.

ERP - what is the acronym?

ERP is an acronym for Enterprise Resource Planning, translated as “enterprise resource planning.” This term perfectly captures the primary function of an ERP system, which is to integrate various departments and business processes into a single, coherent system. Thanks to this, information is processed and shared in real-time, which significantly facilitates decision-making and business management.

ERP-class systems - everything you need to know

ERP systems are designed to increase a company’s operational efficiency. ERP software integrates various company departments, such as finance, HR, production, logistics, purchasing, or customer relationship management (CRM). As a result, it provides a unified platform to manage all aspects of business operations. ERP software is scalable and can be customized to meet the needs of small, medium, and large enterprises.

Benefits of implementing an ERP system

Implementing an ERP system brings several benefits, including:

process automation and data centralization allow for faster and more efficient management,
better control over finances: enables better management of financial flows and budgeting,
improved data quality: integration of data from different departments ensures consistency and timeliness,
increased transparency: facilitates access to information and enables better monitoring of business operations.

ERP systems examples - implementations

Microsoft Dynamics 365 is an excellent example of an ERP system that integrates ERP and CRM functionalities. It provides comprehensive business management tools, combining business operations, finance, sales, and customer service.

Key features of Microsoft Dynamics 365:

Versatility: offers a wide range of modules and features that can be customized to meet specific business needs, from financial management to supply chain operations,
Integration with other Microsoft products: Dynamics 365 easily integrates with other Microsoft applications, such as Office 365, to facilitate collaboration and information flow,
Deployment flexibility: you can choose to deploy in the cloud, on local servers, or as a hybrid solution,
Data analysis and reporting: includes advanced analytics and reporting tools for deep data analysis and business decision support,
Scalability: the solution grows with the company, quickly adapting to changing business and operational requirements.

Examples of Microsoft Dynamics 365 applications:

Financial management: enables automation of accounting processes, cash flow management and budgeting,
Supply chain management: optimization of purchasing processes, inventory management and production planning,
Human resource management: automate HR processes, from recruiting to managing employee compensation and career paths,
CRM: customer relationship management, from sales to after-sales service.

Microsoft Dynamics 365 thus provides a comprehensive solution for companies looking for an effective and flexible ERP system that is easy to integrate with existing IT infrastructure and tailored to specific business needs.

An ERP system is crucial for effectively managing all aspects of a company’s operations. By integrating various departments and business processes into a single system, ERP contributes to increased efficiency, improved data quality, and increased transparency of business operations.

articles Business knowledge

ERP system implementation

Post author By Maksymilian Śniegocki
Post date February 8, 2024
No Comments on ERP system implementation

Table of contents

ERP systems in Poland versus the world – the differences
The proper definition of ERP implementation requirements and goals
ERP vendor and system selection
ERP system and vendor selection – questions for the process:

An ERP (Enterprise Resource Planning) system is a comprehensive software that integrates and manages various business processes in a single platform. It includes finance, warehouse, production, sales, CRM, and human resources modules. The main benefits are integration of operations, automation of processes, ease of data analysis, improved efficiency, scalability, regulatory compliance, and ease of reporting. ERP implementation requires analysis, software customization, and staff training, representing a strategic step in improving business management.

ERP implementation is a process that aims to configure and run the system in a company to meet its unique business needs. Here are some of the main steps involved in implementing an ERP system:

ERP systems are often customized for specific industries and company needs, enabling more efficient management of resources and achievement of strategic business goals. Implementing an ERP system is a process that requires the cooperation of various areas of the company. The effectiveness of the implementation is crucial to achieving the intended benefits.

ERP systems in Poland versus the world - the differences

ERP systems in Poland are often tailored to the specifics of the local market and legal requirements. Nevertheless, many global ERP systems are also used in Poland. Below are the differences and similarities between ERP systems in Poland and the world:

In Poland:

Adaptation to Polish law. Polish ERP systems must meet specific requirements of Polish law regarding accounting and personnel management.
Tax and accounting localization. Polish ERP systems must support local tax and accounting regulations, which include VAT, PIT, CIT settlements, and financial reporting consistent with Polish standards.
Polish language support. The user interface and system documentation must be available in Polish.

Worldwide:

Global compatibility. ERP systems in the worldwide market are typically designed to be compatible with various tax, legal, and language systems worldwide.
Industry diversity. Global systems are often more generic, allowing customization for different industries worldwide.
International integrations with other systems and platforms used in the global marketplace.
Multilingualism.
Global partnerships.
Technological innovation.

The final choice between local and global ERP systems depends on a company’s specific business, its international reach, and adaptation to local requirements. Companies often opt for systems that combine global standards with local customization.

The proper definition of ERP implementation requirements and goals

Properly defining the requirements and objectives of an ERP implementation is crucial to a successful implementation process. Here are some steps that can help in this regard:

ERP vendor and system selection

Selecting the right ERP system provider is crucial for several important reasons:

A vendor's flexibility in tailoring the system to the company's specific needs and processes.
A vendor with industry-specific experience who knows the unique challenges and requirements of the sector.
Robust technical support is crucial for problems or the need to customize the system.
Assurance of system security against cyber threats and regulatory compliance.
Selection of a vendor with a solid financial foundation to ensure long-term system availability and growth.
The ability to expand the system as the company grows and the flexibility to adapt to organizational changes.
Transparent and fair financial terms in line with the budget, taking into account the costs of maintaining the system.
Positive feedback, customer references, and a good reputation of the supplier on the market
practical training to help users adapt to the new system.
The prospect of long-term cooperation ensures that the system is updated and adapted to the company's needs.

ERP system and vendor selection - questions for the process:

What are the steps in implementing an ERP system, and how long will the entire process take? What are the post-implementation steps, and what support does the supplier offer after implementation?
Does the supplier support the processes in transforming the organizational culture associated with ERP implementation?
What tools does the vendor offer to facilitate the end user's system use?
What are the vendor's plans for future updates and product development?

What is Microsoft Power Apps

Application of Power Apps in importing data from Excel – example

Description of the application

Source of data

App Appearance

Benefits of integrating Power Apps, Power BI with Microsoft Dynamics Business Central

Integrating Power Apps with Microsoft Dynamics Business Central

Integration of Power BI with Microsoft Dynamics Business Central

Combining all three technologies - what are the benefits

What can Microsoft 365 Copilot do?

How do I enable Microsoft Office 365 Copilot?

How it affects our work - an overview of the facilities.

Summary of the capabilities and tools provided by Copilot software

How do you effectively use Microsoft Office Copilot in your daily work?

Microsoft AI - services and products

How does Microsoft 365 Copilot work?

Benefits of using Microsoft Copilot

Making work easier with AI technology

Collaboration and information sharing with Windows Copilot

Microsoft Copilot how to enable

License types and entitlements in Microsoft Dynamics 365 Business Central

Essential license

Premium License

Team Members license

Integration with Microsoft Outlook

How does the Power Apps platform work?

Description of the key components of Microsoft Power Apps

Usage of Microsoft Power Apps in business

Advantages and disadvantages of Microsoft Power Apps

Learn about ERP software

How does Business Intelligence software work?

What programs can still be useful for running a business?

ERP - what is the acronym?

ERP-class systems - everything you need to know

Benefits of implementing an ERP system

ERP systems examples - implementations

ERP systems in Poland versus the world - the differences

The proper definition of ERP implementation requirements and goals

ERP vendor and system selection

ERP system and vendor selection - questions for the process: