Configure everything. Code nothing.

Content Management

I cannot manage my content dynamically from within a single system — I can only do HTML.

In essence, I am not able to manage all the user experiences in a single admin panel — especially connecting the portal experience with the backend tracking system.

Portal Management Panel

The Dynamic DSM configuration engine includes an entire Portal Module that contains all aspects of Portal management, including Content Management.

This allows you to manage all of your records in Microsoft Dynamics 365, and then exposes the data via the Portal in a manner that [a] filters the data to exactly what the user is permitted to view and [b] leverages the portal CSS to present the data in the desired format.

CONFIGURATION PANEL

I cannot configure the system in a single dashboard. Instead I have to work within multiple software systems. (includes the need to config the portal here too)

In essence, I am not able to manage all the user experiences in a single Admin Panel. It would be valuable to be able to manage these items – all in one place: Programs, Workflows, Portal Screens, Measures, Automations, Notifications, Reports, Dashboards, Uploads, Users, and Security.

Central Config Panel

Dynamic DSM contains a configuration panel that contains the following components: [a] fields, screens, lists [b] portfolios [c] portal [d] program templates [e] measures [f] model numbers [g] payments [h] cost-effectiveness [i] reporting [j] uploader [k] notifications [l] approvals …and much more.

AUTONOMOUS CONFIGURATION

I cannot configure the system without the IT department — which means costs and coding.

In essence, I want to be able to quickly make updates and revisions — without having to place a ticket with IT and plan this action into a budget. I just need it changed — easily and quickly.

Configuration Engine

Built on the Microsoft Dynamics framework, Dynamic DSM requires no customization or coding. All automations are handled via configuration.

Programs are completely configured without requiring coding or customization.

GOALS vs ACTUALS

I do not have constant visibility to my actual budget & spending KPIs. I am not able in real-time to see where my savings and my spending numbers are YTD and against my goals.

In essence, I want a simple way to view my budget and spending values in real time or by pressing a single button. And I want to be able to see this in various views or perspectives, including in comparison to our goals.

Financial & Goals Module

We leverage the fully configurable “Goals” modules that comes out-of-the-box with Microsoft Dynamics. This Goals module also allows Admins to configure [a] Goals for any module or KPI and [b] Actuals for any module or KPI.

The module then presents these in a format that show the goals, the actuals, the trends, and the forecast. Additionally, Financials are tracked as budgets vs actuals and can be configured by Admins to be sliced and diced as need within programs or across multiple programs.

CLONING PROGRAMS

I cannot quickly and easily copy last year’s program(s) and modify for the new year. It takes me a month or longer of manual effort to properly prepare.

Simply put, I need the ability to clone last years programs and then make some tweaks. This includes last year’s Workflows, Measures, Screens, Reports, Automations, Notifications, and more.

Cloning Program Templates

Dynamic DSM allows Program Managers and Admins to clone/copy Program Templates and make tweaks to those templates.

This cloning can be done individually as well as in bulk. We leverage built-in Microsoft Dynamics functionality to accomplish this.

COST EFFECTIVENESS

Cost Effectiveness Reporting is time-consuming and require lots of manual effort.

In essence, I want to be able to just hit a button at the Program, Project, or Measure level — and have the system calculate all of my Cost/Benefit tests such as TRC and PAC. And I want the ability to run these tests using different fields, depending on the program being electric, gas, water, etc.

Cost Effectiveness Config Engine

We developed a completely configurable engine to allow each Program Manager to create unlimited configurations and use any desired set of fields and queries for each component.

This supports program modeling in a flexible manner that you have not seen before.

REPORT DEPLOYMENT

Reporting is such a tedious process. I cannot easily create and deploy standard reports and dashboards. And it is virtually impossible to easily deploy these to a portal experience.

In essence, it would be nice to have be able to create reports and then deploy them as needed to internal users as well as as a partner portal or customer portal.

Automated Deployment

All reports configured by Program Admins within the Microsoft Dynamics framework are automatically deployed. These then become immediately available to all users with the permissions.

All Power BI reports are configured within the system and immediately and automatically deployed to the target screens and portal views.

USER EXPERIENCE

My users are currently required to log into multiple systems and understand the intricate and sometimes contradictory user experiences within these systems.

In essence, it would be nice to know that my users will work within a single system, have a singular logic, and enjoy the same functionality and screens regardless of the type of interface or device.

Integrated Central Interface

Dynamic DSM becomes the system of record for all data with the possible exception of Customer Data or Meter Data (synchronized from SAP/Oracle). Dynamic DSM becomes the only tool you need.

On the other hand, if you want to import project or measure data from other tools (for example, Excel), this is easily handled via the built-in API/integration engine and the configurable Uploader engine.

USER & ROLE SECURITY SET UP

It is difficult to set up new users, security roles, teams and approval levels.

In essence, I want to easily add a new user and assign them to a role, team, or approval level.

Dynamics Business Units & Roles

We leverage the Microsoft Dynamics “Business Unit” function to ensure that discrete sets of users are permitted to access sets of users.

Additionally, we have a number of standard Security Roles that we offer out-of-the-box. These are easily cloned and tweaked to quickly deploy.

COMPLEX QUERIES

It is extremely hard to run complex queries across multiple database table – with or without the writing SQL statements.

Simply put, I want a system that allows me to query the data using multiple joins, but in an interface that requires no coding knowledge. This would then allow me to empower my staff to create reports themselves rather than relying on me for complex data research.

Advanced Query & Power BI

Microsoft Dynamics provides the “Advanced Query” function which provides for highly complex cross-table queries within a simple user interface that requires no SQL knowledge.

Power BI takes this to another level by allowing Admins to create queries that not only include data from Microsoft Dynamics but also outside sources (for example Excel, Access, SAP, etc.)