CRM Software Blog | Dynamics 365 https://www.crmsoftwareblog.com/ Microsoft Dynamics 365 experts providing comparisons and opinions to professionals in the CRM selection process since 2009 Mon, 05 Dec 2022 06:23:11 +0000 en-US hourly 1 https://wordpress.org/?v=6.1.1 https://www.crmsoftwareblog.com/wp-content/uploads/cropped-Image-1-28-21-at-4.33-PM-32x32.jpg CRM Software Blog | Dynamics 365 https://www.crmsoftwareblog.com/ 32 32 How Map Plugin is Beneficial to Dynamics 365 Users https://www.crmsoftwareblog.com/2022/12/how-map-plugin-is-beneficial-to-dynamics-365-users/ https://www.crmsoftwareblog.com/2022/12/how-map-plugin-is-beneficial-to-dynamics-365-users/#respond Mon, 05 Dec 2022 06:23:11 +0000 https://www.crmsoftwareblog.com/?p=49795 Businesses with on-field sales teams use a mapping tool that helps them visualize their clients on maps. Mapping tools allow you to make territories based on your strategies. Territory management …

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Businesses with on-field sales teams use a mapping tool that helps them visualize their clients on maps. Mapping tools allow you to make territories based on your strategies.

Territory management becomes much easier with a  mapping tool. But Dynamics 365 users should avoid using standalone apps. Because, in the end, they have to integrate their Dynamics CRM with the mapping tool.

To shorten this process of receiving data from CRM to the mapping tool, you can have a map plugin that directly integrates with the CRM. Thus, you will not need any third-party extensions for integrating CRM.

Rather than using a mapping tool as a different tool, you can use all its features within the CRM. The  map plugin has a lot of helpful features, let’s learn about them. 

Geocoding of CRM data

Making a list of clients from CRM while making strategies or planning a future move won’t give you clarity. Strategizing with a lack of visualization of data would probably not give you desired results. 

The list might not give you an exact idea of the low or high-performing territories. So, if you have a plan that would work best for a high-performing territory and you end up executing in a territory with fewer clients, you will definitely not get the results you were looking for.

This shows that visualization of data is extremely important. That is why we take help from technology. The Dynamics 365 map plugin allows you to plot all your CRM records on a map.

So you will see all the records plotted on the map rather than in list form. It improves visualization and helps managers in making informed decisions.

You can easily figure out regions with low or high sales. There is also an option to view records on the heat map. The map will show different colors for different density levels.

Proximity Search to Find Nearby Clients

This feature is the best to guide on-field sales reps about any new opportunity near them. The proximity search shows sales reps and nearby customers, so they can meet the customers close to them and cut off the traveling time.

They can search the clients in three ways:

  • Distance

You can enter the number of miles, and the Dynamics 365 map plugin will show you all the clients that are within that many miles. This will save sales reps from traveling far and reduce their traveling time.

  • Time

The other way of filtering the clients around you is by time. For example, if you finish off a meeting an hour earlier than you thought and you want to utilize that time to meet other clients, you can search nearby clients whom you can reach within the given time. You can say 5 minutes, 10 minutes, or so and it will show you all the clients you can meet in that time frame.

  • Location

You can enter a location and see how many clients you have around that location. 

Thus, proximity search will help your on-field team in making the best use of their time. It will help reduce traveling time and fuel consumption. 

Route Optimization

Reaching late to a meeting creates a negative impression to the client, especially if it's your first meeting with them. You don’t want to make them feel that you don’t care for them. Giving reasons like you were stuck in the traffic won’t do any damage control that you did by reaching late. The ship has already sailed.

This shows you need to take time management seriously. The routes you choose must help you reach your destination on time. To do all these, the map plugin is the perfect solution.

Sales reps need a map to guide them. They won’t know all the routes in town, and there might be traffic jams on their way. Map plugin, with the help of Google Maps and Bing Maps, shows optimized routes.

The routes will be formed using the Shortest Path First algorithm. It will also show you how long it will take to reach the destination. Moreover, the route will also avoid paths with traffic jams and road closures and suggest paths without tolls as well.

There are various benefits of this feature:

  1. Reduces the total number of miles
  2. Reduce fuel consumption
  3. Wiser use of time
  4. Increase sales
  5. Improve on-field team productivity 

Live Tracking

Knowing the current location of sales reps can help managers give important tips and guide them about the new opportunity around them. But it is not feasible to call the on-field team to know their current location.

On the other hand, managers have no idea what their on-field teams do the whole day. At the end of the day, they get to see the reports. There are a lot of misses in a day that could have been avoided if the managers knew what was going on. The sales reps might enter false information, and managers would never know.

Live tracking of the on-field sales team is the solution. You could see the current location of all the on-field sales teams. Moreover, there is an auto check-in/check-out feature to keep track of all the meetings.

Whenever the sales reps reach near the client's location on or before the meeting time, the app will auto check-in. In case they reach late, they have to enter the reason for being late, and that goes for the manager’s approval.

Once they leave, the app will auto check out and ask the sales reps to add the meeting notes. Once they add it, the managers can see what happened in the meeting and give guidance to prepare them for the next meeting.

Thus, managers can see the time that sales reps utilize in meetings, how many clients they have already met, what was the outcome of that meeting, which path the sales reps are following, and more.

Custom Configurations

The app is fully configurable. You have total control over what you want on your dashboard, what your resources can see, and what features you want to use in the map plugin. There are three main things to configure as per your business requirements.

  • Security Templates

It is not necessary to give all the editing or viewing rights to all your employees. There might be a risk of alteration of data. Moreover, it is not advisable to show all the data you have to all your resources.

Map plugins have security template features using which you can create different types of templates. For instance, you can create templates according to designations. Managers can see and filter data, on-field sales reps can only view assigned territories, etc. 

You can enable or disable all the filters and functions the map has and create multiple templates.

  • Multiple Languages

Language should never be the barrier between technology and the user. Keeping that in mind, the map plugin supports multiple languages. You can select your preferred language and make the best use of all the functionalities of the map plugin.

  • Global and User-level Configurations

You have full rights to set the global-level configuration. That is how all the users will see the map plugin. But you can also give customization rights to your resources. You have to select how much customization you want them to do, and those things will be customizable for resources. 

Such customization gives a sense of personalization to users. They can use filters and colors that work best for them in terms of productivity. 

Thus, the map plugin is dynamic in all terms. Users have full rights to customize its fields and make it appropriate to their demands.

Conclusion

There are a lot of mapping tools in the market. But rather than choosing a standalone app, Dynamics 365 users can invest in a map plugin. This plugin will integrate with their Dynamics CRM avoiding the need to use a mapping tool as an additional tool. The plugin integrates well with CRM and shows all the data on a map. This is the most cost-effective way of using a mapping tool for Dynamics 365 users. Before subscribing to any plugin you must have a demo of the plugin and also try its free trial version. That will give you more hands-on experience. Once you feel everything is satisfactory, then subscribe to their yearly plans.

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This One Thing Changed the Way I Use Solutions https://www.crmsoftwareblog.com/2022/12/this-one-thing-changed-the-way-i-use-solutions/ https://www.crmsoftwareblog.com/2022/12/this-one-thing-changed-the-way-i-use-solutions/#respond Fri, 02 Dec 2022 13:35:33 +0000 https://www.crmsoftwareblog.com/?p=49763 Solutions are a foundation of developing on the Power Platform. Put simply, solutions are how you move customizations/changes in your environment from point A to point B. Before I dive in …

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Solutions are a foundation of developing on the Power Platform. Put simply, solutions are how you move customizations/changes in your environment from point A to point B. Before I dive in to the one feature that changed the way I use solutions, I’d like to squash any expectations you might have of me to address using managed vs unmanaged solutions. This is a HOT topic in the community, so I’m going to stay FAR away from giving any recommendations on what you should use.

Let’s say you have a marketing team. That team has a new process they want to implement using the Power Platform. They want a way to store, track, and rate new ideas – as well as a way for management to approve these ideas. I would consider this process one “solution”. That solution (let’s call it ‘Marketing Ideas’) will likely contain many things. Maybe a new table to store requests, a flow to trigger approvals, and an app for users to interact with – all contained in our ‘Marketing Ideas’ solution. Once you’re done developing those components, you can package up the solution and move it to production, or maybe a UAT environment. If you want more details on HOW you might do this, take a look at this video.

As your solution gets used, the marketing team finds new ways to improve it – as well as a few bugs (oops). When personally put in this situation, I USED to create a totally new solution for each new feature or bug fix. I could pick and choose which new things to roll out to production, with the added benefit of avoiding impressively slow export/import times. That was before I learned about solution patching.

Creating a solution patch has been a feature for a long time (even before the Power Platform formally existed), but it seems like not many people know or talk about it. For me, it’s a game changer. And for you, it will make managing these new features and bugs MUCH easier to manage. For each new feature or bug fix, you’ll create a solution patch. Within each patch, you can add just the components needed for that feature or fix. You can then either pick and choose which patches to roll out, or roll up all the patches back into the parent ‘Marketing Ideas’ solution.

Thanks for reading, and I hope this tip saves you some time, effort, and sanity next time you’re working with solutions!

congruentX can help you use Power apps.  Schedule a Free Strategy Session today.

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Microsoft Dynamics 365 CRM Gamification - Achieve your sales goal faster while having fun! https://www.crmsoftwareblog.com/2022/12/microsoft-dynamics-365-crm-gamification-achieve-your-sales-goal-faster-while-having-fun/ https://www.crmsoftwareblog.com/2022/12/microsoft-dynamics-365-crm-gamification-achieve-your-sales-goal-faster-while-having-fun/#respond Fri, 02 Dec 2022 12:18:19 +0000 https://www.crmsoftwareblog.com/?p=49756 According to Global newswire, the size of the global CRM market is anticipated to reach 113.46 billion dollars by the end of 2027. Maximizing CRM value is important for all …

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According to Global newswire, the size of the global CRM market is anticipated to reach 113.46 billion dollars by the end of 2027. Maximizing CRM value is important for all organizations, as the CRM market is poised for strong growth.

One of the key difficulties and causes of CRM implementation failure is low adoption rates. Your organization will not get the most benefit from CRM if adoption rates are poor, which will affect operations and revenue.

Gamification in CRM enables businesses to increase employee motivation, enhance enterprise-wide engagement and cooperation, and help your business more agile. Organizations across the world implement gamification in their workplace to improve employee engagement and productivity. According to research conducted by Zippia, the Global gamification market value has increased from $4.9B in 2016 to $11.9B in 2021. 

Amy is the CEO of a growing company, and her company hired highly qualified, experienced, and talented people over the period of the last 1 year. However, the productivity of the employees is not up to the company’s expectations. Amy is worried about this and then she came across this research conducted by Zippia and she decided to gamify Dynamics CRM. With this decision, she started looking for the best CRM gamification app. Her search ended with Inogic’s Gamifics365. 

Gamifics365 is a Microsoft AppSource preferred gamification app that seeks to increase Microsoft Dynamics 365 CRM adoption and productivity by enlivening and inspiring CRM users' environments through entertaining games and activities. It offers a way to make engaging games that promote healthy competition among both individuals and teams. With the help of this Microsoft Dynamics 365 CRM tool, the monotonous, daily work can be changed into something more engaging and enjoyable, increasing productivity and accelerating business growth. The best aspect of Gamifics365 is that CRM users can participate in the game and monitor results using mobile apps.

Amy and all her employees downloaded this app on their mobile phones. Managers created different types of games including challenges, face-offs, and races. 

How has Amy’s company benefited from gamification within CRM?

The introduction of Gamifics365 created a healthy competitive environment at workplace that helped the teams and individuals in staying focused and motivated toward the company goals. This resulted in getting more leads, a high lead conversion rate, cracking more deals, and staying ahead of competitors in the market. Gamifics365 not only increases your sales but also motivates other teams to cheer for sales teams, strengthening team bonds.

How have the employees of Amy’s company benefitted from Gamification of Dynamics 365 CRM

With the badges and rewards feature of Gamifics365, players who performed better than others did get instant recognition. The recognition helped the winners to stay consistent and stay in the top position. At the same time, it helped runner-ups to work hard and grab the top slot. CRM users are motivated and inspired to up their game and give it their all to meet the corporate goals and targets set for them by this colorful and intricate display of their performance. Playing games on Gamifics365 resulted in the career growth of employees and the company’s growth as well. 

The features of Gamifics365 that helped Amy’s company and employees both are:  

  • Different types of games: The ability to create different types of games according to team structure and project requirements is the best feature of Gamifics365. All games can be played at individual and team levels is the cherry on the cake. Teams and individuals in Amy’s company participated in all these games. In a challenge game, the teams and individual players competed to achieve the targets within the provided period. In a face-off game, individual players are pitted against each other to achieve a single target. In a race game, a player raced against other players and time to achieve a common goal. 
  • Instant game creation: Creating the same game for different teams and different projects is boring and not time-efficient. To eliminate this issue Gamifics365 allows the user to clone the existing game and save time. 
  • Leaderboard and scorecard within CRM: Individual players and teams are provided with a dashboard, where the leaderboard and scorecard can be accessed. The managers can also create custom badges for their team and can track the performances of team members. The leaderboards and scorecards are accessible on the mobile phone.
  • Compatibility: Gamifics365 is compatible with both desktops and mobile phones. Managers and players can track scores and badges on their mobile phones from anywhere while traveling or having lunch or during leisure time. Players can also cheer for their team and other players of their team from anywhere using mobile phones. To keep the players updated, the schedules of ongoing, completed, and upcoming games are also available on the mobile dashboard.

Inogic’s Gamifics365 is the best gamification solution for Microsoft Dynamics 365 CRM. The described features of Gamifics365 are compelling, but these are not all. To explore more read our other blogs on Gamifics365. You can also view our video and on-demand webinar.

Download 15 days free trial from our website or from AppSource to experience how Gamification and CRM working together to bring that difference in achieving your sales goals faster. 

If this increases your curiosity and excites your neurons to learn about other productivity apps of Inogic, then visit our website or write to us at crm@inogic.com. We will be delighted to assist you with the information and personal demo. 

Until then, 

Sigue Jugando

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How Can Dynamics 365 Reduce Business Costs? https://www.crmsoftwareblog.com/2022/12/how-can-dynamics-365-reduce-business-costs/ https://www.crmsoftwareblog.com/2022/12/how-can-dynamics-365-reduce-business-costs/#respond Thu, 01 Dec 2022 16:23:31 +0000 https://www.crmsoftwareblog.com/?p=49751 Microsoft Dynamics 365 is a suite of Microsoft applications that can come together as a comprehensive solution for connecting your entire business. It consists of various products that help improve …

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Microsoft Dynamics 365 is a suite of Microsoft applications that can come together as a comprehensive solution for connecting your entire business. It consists of various products that help improve your data visibility, processes, and team collaboration. Improving different areas of your business using Dynamics 365 can greatly reduce excess overhead costs. The biggest way Dynamics 365 can reduce costs is found in its ability to automate and simplify a wide range of repeatable processes, saving you from having to pay for extra resources to perform those tasks manually. Dynamics 365 is built to improve life for your end-users while saving your business money. Explore below how the various ERP and CRM solutions that makeup Dynamics 365 can reduce business costs.

Microsoft Dynamics 365 CRM

  • Sales- Win more deals by tracking leads, opportunities, tasks, and all sales activities in one organized location. Can move prospective clients through the sales pipeline easily and automatically once contracts are signed and sent.
  • Marketing-Create customized customer journeys to audiences at ideal times. Send thousands of templated emails at once, so your employees don't have to.
  • Customer Service-Track all customer interactions (email, phone call, text) automatically in one place. This will minimize the need to manually record customer interactions, and save valuable time and resources. Provide customers with excellent service by quickly accessing shipping updates or customer history with the click of a button.
  • Field Service- Automatically schedule field technicians to do their installs, repairs, and check-ins. Technicians and their managers can then optimize their valuable time by viewing their scheduled jobs ahead of time, and updating their information efficiently on the mobile field service app.
  • Project Operations- Connect sales, resourcing, project management, and finance teams in a single application to minimize operational errors, accelerate project delivery, and maximize profitability. With these processes and systems communicating with each other, users can confidently have access to consistent information.
  • Power Platform- Enable non-technical teams to build applications, capture data, and implement no-code process automation. This can often be cheaper than other coding and development options, and most resources can learn the technical skills to automate these various processes.

Microsoft Dynamics 365 ERP

  • Business Central- Finance and accounting software that consolidates information in one location. It can seamlessly connect with third-party billing and invoicing software to limit manual errors and process payments correctly.
  • Finance and Supply Chain- Have optimum management and visibility into your supply chain and warehouse procedures. With this tool, you can track faulty products early on in their life cycle and limit them from being shipped to customers. Thus fewer returns, and higher customer satisfaction.

Conclusion

Dynamics 365 is both an on-prem and cloud solution. For optimum and seamless functionality, it is recommended to have Dynamics 365 technologies in the cloud. This will also greatly reduce costs in the way of IT overhead, as there is no physical hardware that needs upkeep, and is more reliable long-term. Dynamics 365 is an efficient Microsoft solution for helping your business improve its various processes and efficiencies. JourneyTEAM is a trusted Microsoft partner, with vast experience customizing Dynamics 365 solutions to meet your business's unique needs. Contact us today to speak with a Dynamics 365 specialist and identify the solution for you.

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Moving to Flows from D365 Custom Plugins https://www.crmsoftwareblog.com/2022/11/moving-to-flows-from-d365-custom-plugins/ https://www.crmsoftwareblog.com/2022/11/moving-to-flows-from-d365-custom-plugins/#respond Wed, 30 Nov 2022 12:55:04 +0000 https://www.crmsoftwareblog.com/?p=49688 If you're like most D365 organizations, you use background workflows. Depending on the nature of your business, you likely have custom plugins embedded in many of those background workflows. While …

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If you're like most D365 organizations, you use background workflows. Depending on the nature of your business, you likely have custom plugins embedded in many of those background workflows. While Microsoft hasn't officially announced the deprecation of background workflows, they are recommending that you transition to using MS Flows.

To prepare for this transition, we've been brainstorming how we will convert them to flows, specifically those that have custom plugins. Some very basic plugins can be replaced with flow logic (specifically, items that simply query a list of records or update basic fields several records in a given list) and those that make more sense to keep as code can be replaced with HTTPTrigger functions.

Creating an HttpTrigger function is fairly simple to set up in an Azure function app. You can create it directly in the portal. Once created, it will automatically generate an Http url for you and then you can add your code. In the example below, I have 3 inputs, perform some logic and then return the response as a JSON object:

You can then easily add your HTTPTrigger function to a flow:

The steps in the flow above are the following:

  1. Flow triggers based on some change in Dynamics
  2. Then it retrieves the correct HTTP Trigger URL (because they may be different between Dev and PRD). The URL will be stored in an Environment Variable unique to each environment.
  3. Then it makes a POST call to the HTTP trigger function with a JSON body appropriate for (keep reading on www.beringer.net)

 

 

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Calendar 365 Plugin: A Better Alternative to Calendly for Dynamics 365 Users https://www.crmsoftwareblog.com/2022/11/calendar-365-plugin-a-better-alternative-to-calendly-for-dynamics-365-users/ https://www.crmsoftwareblog.com/2022/11/calendar-365-plugin-a-better-alternative-to-calendly-for-dynamics-365-users/#comments Wed, 30 Nov 2022 04:10:12 +0000 https://www.crmsoftwareblog.com/?p=49737 Calendars have always been a must-have tool for businesses. You would not want to forget an intro call with your potential clients or want to create a bad first impression …

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Calendars have always been a must-have tool for businesses. You would not want to forget an intro call with your potential clients or want to create a bad first impression by joining the meeting late with your existing clients. 

When you are there on time, it makes your prospects or clients them, it will showcase your integrity. This is again an important part of customer satisfaction. 

A lot of businesses use Calendly for appointment scheduling. It is a standalone app with lots of features for appointment management and scheduling.

But could it be the best choice for Dynamics 365 CRM users?

Keep reading to find out the best scheduling app for Dynamics 365 users that can change the way you manage your clients and daily schedules.

Why businesses need an appointment scheduling app

Scheduling calls with clients the traditional way happened with a lot of back-and-forth of emails. It was a time consuming and monotonous process. 

Calls are a major part of any business. You might have an intro and/or demo call with prospects or a discussion call with prospects or may be existing clients.

Businesses need to take care of the needs of the existing clients along with the new leads. That is why businesses need a scheduling app to book appointments with clients or potential clients.

The scheduling feature makes the whole process easier. Let’s learn how this feature works.

How appointment scheduling features work

To let your clients/prospects schedule the appointment with you, you have to first analyze your availability. You can add your working hours or available hours to calendar 365. The hours are customizable, you can set different working hours for different days of the week. 

Once you define the available hours, calendar 365 will generate a shareable link. You can share this link with your team and with clients and prospects. The link is for both CRM and non-CRM users.

Once you generate the link, the next step is to sort different types of calls. If you don’t ask them what kind of call it is going to be, you will not be able to guess the duration of the call. To have clarity on the call length and the purpose of the call, you have to divide calls into different types. 

For example, you can have an intro call of 15 mins, a demo call of 30 mins, or a discussion call of 60 mins, etc. The type and duration of calls are totally customizable.

Anyone with your booking link will be able to select from different types of calls. Based on what type and duration of call they select, it creates time slots of that duration.

So, if someone selects a Demo call of 30 mins, the time slots of 30 mins (9:00-9:30) are displayed. These are formed based on the working hours you have entered. 

Customers can select available time slots, and their appointment will be booked. Both parties get the confirmation email, and the appointment time is saved in the calendar.

You can set some buffer time between the calls to prepare yourself for the next call or maybe for a short break.

Which is the best appointment scheduling app for Dynamics 365 users?

There are a lot of scheduling apps available in the market. Many businesses are using Calendly for appointment scheduling.

But there are a few challenges that Dynamics 365 CRM users can face if they use Calendly.

First and the major challenge you will face is with integrating your CRM with Calendly. You have to purchase third-party extensions for the integration. Thus, apart from Calendly’s paid plan, you have to pay extra for the integration and the total cost increases.

Secondly, when you use Calendly, you use it as one moretool. You might be using a lot of tools already. This will be an addition to that list.

So what should Dynamics 365 CRM users use? 

You can overcome both these major challenges by integrating a Dynamics 365 calendar plugin. The plugin integrates with Dynamics 365, eliminating the need to pay extra.

It adds all its features within the CRM. So you don’t have to use it as an extra app. This plugin is the best alternative to Calendly for Dynamics 365 users.

With its easy appointment scheduling feature, you get a shareable link for bookings. You don’t have to worry whether the prospects are CRM users. Any non-CRM users can also book the appointments.

4 Spectacular benefits of using the Dynamics 365 Calendar plugin

You not only get the appointment scheduling feature with Dynamics 365 Calendar plugin. It is loaded with so many advanced and fully-configurable features.

The plugin also offers three different types of activity management calendars.

Resource Calendar: You can handle your resources with Resource Calendar. Simply select teams and see the activities they are associated with. Using various filters, you can see more specific data. 

If you want to see employees on leave, you can do it with the help of activity filters. If you wish to see the ongoing, completed, or canceled tasks, you can filter the data.

Customer Calendar: The customer calendar is specially made to handle customer accounts and contacts. Customer data will be fetched from the CRM, and you can filter that data with leads, contacts, customer names,  etc. 

You can use different views that improve your visualization. Managers can see which resources are associated with which customer and what are the ongoing activities.

Entity Calendar: This is the custom calendar that allows you to choose from different CRM entities. You can save multiple calendars of the same entities with different filters like owner, customer, etc. 

You can see upcoming events and use more filters for better visualizations. Also, you can save these filters for future usage to avoid monotonous tasks.

Configurations: The dynamics 365 Calendar plugin is fully configurable. All the filters in the calendar are customizable. You can also offer user-level configuration. 

You can choose how many configuration rights you want to give to the user. You can restrict some configurations as well to avoid any alterations in data.

Final Thoughts!

For Dynamics 365 users, it is best to choose calendar as an integrable plugin with your CRM rather than using a standalone app like Calendly. You will save the cost of other third-party extensions, and all the integrations with your CRM will be smooth. If you are still wondering how this plugin would work, book a demo with our product expert for more information. It will help you understand the product in more detail!

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Travel Portal: Serve a 360-degree Travel Team and Your Customers https://www.crmsoftwareblog.com/2022/11/travel-portal-serve-a-360-degree-travel-team-and-your-customers/ https://www.crmsoftwareblog.com/2022/11/travel-portal-serve-a-360-degree-travel-team-and-your-customers/#respond Tue, 29 Nov 2022 06:58:38 +0000 https://www.crmsoftwareblog.com/?p=49731 The travel industry is widespread and ever-evolving. A few years ago, it included transportation, accommodation, local travel, homestays, and hotels. Now it has also added experiences as a part of …

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The travel industry is widespread and ever-evolving. A few years ago, it included transportation, accommodation, local travel, homestays, and hotels. Now it has also added experiences as a part of the destination offerings rather than just your average sightseeing.

With this growing and expanding definition of travel comes the need to take advantage of all of it fully by travelers as well as travel companies, transportation providers, and accommodation providers.

Traditionally, a travel company would book your transportation and accommodation for you. If it were a special group kind of package for tourist locations, they would have daily, planned itineraries for sightseeing.

As a travel company, this was hard enough to put together. Tours had to be divided into categories based on the type and age of the travelers. You cannot have anything that is not child friendly for a family holiday group. At the same time, you cannot plan a slow day for younger travelers.

Putting together such a trip used to take a lot of research and investment in terms of ensuring bookings, security of the places of interest, accommodation, etc. And profits were not always ensured because there are too many things that you cannot account for in a one-size fits all kind of trip.

Apart from this, traveling anywhere is not always for pleasure. There are necessary trips you have to take, business trips, emergency trips, and so on. Booking a trip in any of these cases should be simple.

As a travel company, your goal has evolved from getting people to places to ensuring they have everything they need at said places. This goal puts a lot of responsibility on you and your staff.

To fulfill such a goal day in, day out, you need the right tools, and one such tool is a Dynamics 365 portal for travel. Such a travel portal can handle your entire business seamlessly, and will open up your business to more audiences as well as partners. Let’s take a look the different sides of it so you know exactly what way it works for you, your staff, your partners and your customers:

For you, the admin:

The Dynamics 365 portal for travel takes the hassle out of maintaining a business. Getting a business like this up and running is not too hard, because there are way too many success stories to follow. However, maintaining it consistently and growing in such a saturated market is harder. Here’s what the admin can do with a travel portal:

  • Data (lots and lots of it)

The insights you can get with a travel portal will change the way you conduct your business. You will be able to see destinations that are popular and what factors affect it, see popular modes of transport that work for each destination, etc. With this information, you can offer discounts to capture leads.

  • Offers and discounts

With the travel portal, you can update offers and run marketing campaigns that help capture leads and turn them into customers. You can easily see what offer or campaign a customer interacted with, so it helps you build your marketing strategy accordingly.

  • Partner/customer onboarding: 

Easily onboard partners and customers by creating credentials for them. Automatically give them access to the modules they need. Partners get edit rights to data regarding them, and each customer also gets rights to their own data. Let both parties update and maintain their personal/contact details.

For the Partner

  • Dashboard:

Partners can configure a dashboard that shows them their trending properties, or transportation tickets. For experience partners, they can have glanceable sales numbers per week so they can plan and curate the experience they offer.

  • Reports:

Partners can log into their account on your travel portal and can make detailed reports about their sales numbers, demographic details of their customers, what is selling better and when, etc. Each partner only has access to their own reports, so there is never any compromise in security.

  • Profile management: 

For a travel portal, the partners’ profile includes their information, required paperwork, and their offerings. If a partner is a candle making workshop in multiple locations in a country, and they want to add a ceramic workshop to it, specific to making candle holders, they can easily do so themselves. It will be offered to the customers if they come looking for something of the kind.

For your staff:

  • Task management:

Your staff can see the territories and customers assigned to them. They can answer queries for them, where required, and ensure there are no changes in their bookings. The staff can even intervene into some interactions on behalf of the client, where required.

  • Dashboard: 

Staff members also get a dashboard that can show them relevant information, like how many clients are under their allocation or if new partners have signed up, what their offerings are, etc.

For your customer:

  • All-in-one booking experience: 

Customers can take advantage of booking their transport, accommodation, as well as relevant experiences right from one place! Based on this, they can build a custom itinerary that works for the way they want to travel.

  • Change or cancel bookings:

With a self service Dynamics 365 portal for travel, customers have a clear path to change or cancel their booking as they need. They can check their available options, fees they will incur and then update it smoothly.

  • Reminders and documentation 

Customers will get reminders about upcoming trips, web check in, consent requests for experiences and so on within the portal. They will be able to access relevant rules and regulations about their entire trip from within the portal, so it also serves as a comprehensive knowledgebase of sorts.

These are only some of the ways that a travel portal takes care of your travel business in the 360-degree way. Leave even one part out, you will just be another average travel consultant. As a travel business owner, you are in charge of ensuring your customer has the trip they need - from a fun vacation to a helpful emergency journey.

This is how you can ensure it. Consult a portal development company who has gone around the block a few times to know they will never recommend something without their full heart in it. Take your requirements to them, and they will have something that meets your needs.

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Get Tailored Notifications and Alerts on Mobiles and Tablets in your Dynamics 365 for Phones App! https://www.crmsoftwareblog.com/2022/11/get-tailored-notifications-and-alerts-on-mobiles-and-tablets-in-your-dynamics-365-for-phones-app/ https://www.crmsoftwareblog.com/2022/11/get-tailored-notifications-and-alerts-on-mobiles-and-tablets-in-your-dynamics-365-for-phones-app/#respond Mon, 28 Nov 2022 10:55:41 +0000 https://www.crmsoftwareblog.com/?p=49725   Due to the massive increase in mobile usage worldwide, businesses from all industries are developing websites and mobile apps that are optimized for mobile devices. To keep up with the competition …

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Due to the massive increase in mobile usage worldwide, businesses from all industries are developing websites and mobile apps that are optimized for mobile devices. To keep up with the competition Microsoft also developed mobile apps for its products. Dynamic 365 for phones is one of the best-known mobile CRM solutions and it makes customer data quickly available to sales professionals.

However, in this ever-expanding market, are mobile apps enough to remain competitive? Surely, they are not. Why? To utilize the full potential of the mobile apps, you must also get instant notifications about the latest developments. Because a delay in receiving information about recent business developments might entail significant monetary losses.

A most recent survey by Grammarly and The Harris Poll estimates that poor communication costs U.S. businesses $1.2 trillion annually. This is approximately $12,506 per employee every year. The findings are particularly pertinent for teams that rely heavily on communication, like marketing because they communicate with their other, potential consumers, and buyers through new digital touchpoints and platforms. Even though the cost is substantial on its own, the findings go much further, shedding light on the wide-ranging effects of delays in communication and emphasizing the necessity of completely rethinking workplace engagement and productivity.

Inogic has an excellent solution for this burning issue. Our indigenously developed CRM alert and notification management app Alerts4Dynamics can resolve communication delays.

Users can create, plan, and manage alerts and notifications for various entities in Microsoft Dynamics 365 CRM by using our productivity app Alerts4Dynamics. Users can also create several messages in multiple languages for a single alert.

Alerts can be viewed as pop-ups, or form notifications, or they can be delivered as an email message to your CRM users with the help of Alerts4Dynamics. When configuring alerts with Alerts4Dynamics, users can classify the alert levels as Information, Warning, or Critical. Users can also specify alerts based on rules for a particular record or collection of records, and these alerts can subsequently be presented as notifications either continuously or for a predetermined period. These notifications are accessible from anywhere within Microsoft Dynamics 365 CRM.

How sales managers could benefit by using Alert4Dynamics on mobile phones/tablets

John is a sales manager in an advertising company who wants to stay updated with every minute detail about his sales team’s efforts and outcomes. This is not possible due to communication delays and miscommunications. Our productivity app Alerts4Dynamics could help John in getting timely information related to his sales team.

  1. John can get four different types of alerts on the mobile phone, including announcement, rule-based, record-based, and event-based alerts, which can be created and managed using Alerts4Dynamics. The record-based alerts will notify when a particular record is created and updated. The rule-Based alerts are created for particular circumstances.
  2. John can also send announcements such as holiday greetings or updates on new policies as push notifications to all members of his teams on their mobiles using Alerts4Dynamics.
  3. On the Dynamics 365 mobile app, John will receive alerts in a variety of ways, including emails, pop-ups, and form notifications by using Alerts4Dynamics.
  4. He will also be able to prioritize the level of alerts that he wants to send to the mobile phone of salespersons. If he wants to get some information from a member of his team, he can send an information alert. If a client is important and John wants sales person to attend to this client first and present all the information then he can send a critical alert to the salesperson. John can also use a warning alert to warn a salesperson regarding a meeting delay or some other emergency.
  5. Alerts4dynamics will also provide an advantage to John to create an alert message in multiple languages for his multilingual team and send it on their mobile phone.

Sales managers must set up a reliable alerts and notifications system if they want to guarantee that crucial information moves through their organization as efficiently as possible. It can help you avoid mistakes and save time if you have the proper information when you need it.

Does it seem helpful?

The features and cross-device functionalities of Alert4Dynamic go well beyond what is described above.

For a free 15-day trial, download this Microsoft AppSource Preferred app from our website or Microsoft AppSource right away to try out all these incredible features.

If you have any queries about controlling alerts or notifications in your Microsoft Dynamics 365 CRM, please get in touch with us at crm@inogic.com.

Considering that the Alerts element is handled, how about undoing changes and restoring records to their previous known state with just a single click? Check out Inogic's productivity app, Undo2Restore, which accomplishes this same task within Microsoft Dynamics 365 CRM.

P.S. We are currently developing a brand-new app to support your management of business operations in Microsoft Dynamics 365 CRM. Join us on this journey!

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Why Manufacturers Need Digital Transformation https://www.crmsoftwareblog.com/2022/11/why-manufacturers-need-digital-transformation/ https://www.crmsoftwareblog.com/2022/11/why-manufacturers-need-digital-transformation/#respond Fri, 25 Nov 2022 11:44:39 +0000 https://www.crmsoftwareblog.com/?p=49715 It's inevitable: manufacturing companies will eventually have to digitally transform their processes to stay relevant in today's global and highly competitive market. And it is not only your competitors you …

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It's inevitable: manufacturing companies will eventually have to digitally transform their processes to stay relevant in today's global and highly competitive market. And it is not only your competitors you should have an eye on, but also rapidly changing market conditions and customer demands. Digital transformation takes time, commitment and effort, but the benefits you gain are worth it.

What is digital transformation?

„Digitization“, “digitalization“ and “digital transformation“ – are they all the same? Not quite. Digitization means converting all your analog paperwork to a digital form, i.e. saving all your documents and notes digitally. Digitalization goes one step further and means implementing new technologies into existing business processes.

While digitalization may be restricted to just one process, digital transformation entails fundamental changes in all processes of the business area that is to be digitally transformed. Outdated technologies are replaced by entirely new ones and, consequently, structures and the ways employees had been working before will also change. It is a huge step and a long-term project for a company to undergo digital transformation, but one that will be rewarding.

Key technologies for digital transformation in the manufacturing industry

The term “industry 4.0“ a variety of different technologies relevant to the digital transformation of manufacturing companies. Let us have a look at some of the most important modern technologies in this field:

  • Cloud computing
    Commonly called “the cloud“, cloud computing builds the foundation of digital transformation. It describes the deployment of services and the underlying IT resources on demand via the internet. If you are using services from the cloud, the corresponding programs don’t run on your local computers but are hosted on servers owned by cloud providers such as Microsoft.
  • Internet of Things
    The Internet of Things, or IoT, is a complex concept that can be used for many private and business purposes.  Generally, it means that physical objects are connected with others and exchange data via the internet or a local network. On a smaller, personal scale, for example, your heating system could be connected to your smartphone, allowing you to turn up the heat in the living room from afar an hour before you even get home.
    In manufacturing, this technology can help detect malfunctions in machines at an early stage. Furthermore, sensors on assets can recognize changing parameters such as vibration, temperature, humidity or energy use and transfer the data to, for example, a computer. Consequently, you are able to monitor machinery and its environment at different locations remotely.
  • Artificial intelligence
    Artificial intelligence (AI), is inherent to some machines, mostly computers, and simulates the thinking processes of the human mind. By performing complex algorithms and mathematical functions, AI can solve problems or make decisions on its own, based on its data input.
    Nowadays, AI is used in many aspects of our daily lives, including smartphones, social media feeds or gaming. Microsoft has embedded AI in its apps from the business suite Dynamics 365 and other products.
  • Connected field service
    Technical field service is a part of many manufacturing companies. Connected field service leverages IoT technology to enable remote monitoring and predictive maintenance of facilities and devices. That leads to a reduction in machine downtime, a quicker fix rate and more satisfied customers.

Reservations about digital transformation in manufacturing

Digitally transforming your entire company is a huge step and it is understandable if you have some doubts about it. Looking at the most common arguments not to implement digital transformation, however, reveals that they can be debunked rather easily.

Tradition

An argument you hear especially in traditional companies is: ‘We have always done it this way and it works, so why should we change anything?‘. The answer is easy: ‘Because by utilizing modern technologies, you can detect weaknesses you didn’t even know existed and improve all processes.’

Fear of change

Digital transformation implies a lot of changes for everyone involved. That can seem scary. Therefore, it is important to involve all employees at an early stage, if possible even in the decision-making process. The correct concept to apply here is change management. Only when the people involved understand why change is necessary and what benefits it brings them, will they accept it and even help drive it.

Misconception

A common misconception is that digital transformation means replacing human employees with machines. While it is true that some recurring tasks will be automated, that primarily means that people have more time to do more meaningful work. The digitalization of processes is intended to support humans and make their work more convenient, not steal their jobs.

High effort

Digitally transforming your company or part of it is no easy feat, and especially no quick thing to do. You need to invest time, work and money. But that shouldn’t keep you from doing it, because the long-term advantages of digital transformation outweigh the effort you have to put in.

Lack of IT expertise

You probably don’t have the experts for digital transformation in your team. That is fine. That is what we, proMX, are here for. As an experienced transformation partner, we will accompany you throughout the process, from developing a strategy to implementing new technology and introducing your employees to it. Afterward, we are also here for you if there are any questions or issues.

Security concerns

The thought of moving all your business data and processes from local servers to the cloud might give you an uneasy feeling, but rest assured your data and processes are secured. Nothing will get lost or remain unprotected.

Positive effects of digital transformation on the manufacturing industry

Many benefits make up for the great effort of digitally transforming your manufacturing company.

Reduced costs

The above-mentioned technologies, like AI and IoT, help you recognize and eliminate inefficiencies and thus optimize processes. That means your employees need less time for the same work and consequently can produce more in the same amount of time. Additionally, data insights show you where there is potential to save money, in your supply chain operations. Remotely monitoring your machines lets you see malfunctions early and helps you keep the downtime to a minimum.

Thanks to modern solutions you can also deal with more customers simultaneously and increase your customer base.

Increased resiliency

Digital workflows can be changed quickly without too much effort. This allows you to stay agile and react flexibly to changing market conditions or new customer demands. Processes and business models can also be scaled more easily.

Higher customer satisfaction

In today’s highly competitive market, excellent quality alone might not be enough to win and keep customers. One area where you can really set your company apart from your competitors is customer service. Insights into your customers’ behavior and other data help you think in a more customer-oriented way, allowing you to better fulfill their expectations. You can use that during the sales period but also in field service.

Room for innovation

Digital technology not only improves what exists already, but also brings opportunities to try new techniques or even implement entirely new business models. In the cloud, new ideas can be tested for a relatively low budget and in an environment where it doesn’t affect the actual business. Giving them the possibility to try new things fosters your employees’ creativity.

Attractive employer

To produce excellent products and to deliver outstanding service you need great employees, and to attract them you need to offer a modern workplace. The younger generation especially values working with modern technologies. Furthermore, a business infrastructure in the cloud allows remote work from anywhere – another aspect that employees appreciate.

A professional transformation partner is key

You’re now convinced that digital transformation is the right move for your manufacturing company. What comes next? How do you even get started? Well,  what we recommend you do now is find a suitable IT partner to support and guide you through the next steps. The best partner for you is one that has successfully completed digitalization projects for a manufacturing company similar in size to yours.

Give us a call and let's see if proMX is the right fit for your digital transformation.

 

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Real Estate Portal: A Home for Your Real Estate Business to Grow https://www.crmsoftwareblog.com/2022/11/real-estate-portal-a-home-for-your-real-estate-business-to-grow/ https://www.crmsoftwareblog.com/2022/11/real-estate-portal-a-home-for-your-real-estate-business-to-grow/#respond Fri, 25 Nov 2022 05:37:16 +0000 https://www.crmsoftwareblog.com/?p=49712 Among  the many things that happen over a computer screen nowadays, one is buying and selling real estate. Dealing with property is layered and complex, including legalities, the involvement of …

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Among  the many things that happen over a computer screen nowadays, one is buying and selling real estate. Dealing with property is layered and complex, including legalities, the involvement of multiple parties, and high costs.

A Dynamics 365 portal for real estate can help streamline the workflow as well as maintain a bird’s eye view of the business. When required, it can help give a detailed report of properties sold, agents’ performance, and so on.

In terms of the layers of the real estate portal, they are based on the functional roles: admin, seller, agent, buyer. The admin members have a bird’s eye view of each agent they are working with, the seller, property listing and the buyer. They ensure everything is going smoothly and by the law - the properties listed are as promised, the seller and buyer information is accurate and that the agent is authentic.

Sellers need to be able to list their property accurately, without any fabrication of information. They have to upload photos, a virtual tour of the property and videos where required. They also have to list all the paperwork and place details like build year, area of property, possession date, amenities and so on.

The agent maintains their profile, can keep a tab on their sells, commission, etc. as well as are able to set property tour appointments with prospective buyers. Agents can also see the properties or sellers they are assigned to work with, and therefore get the necessary information they need to showcase the property properly.

Once a buyer comes into the picture, they should be able to wishlist, and compare properties, as well as see photos and get a virtual tour of the property. For the in person tour, they should be able to book an appointment at their convenience, and ultimately, put in their offer and be notified about whether they get it or if their application is rejected.

Let’s look at the various features all the different roles of the real estate business require in a Dynamics 365 portal for real estate:

Admin features:

  • Approve agents, sellers
  • Approve listing
  • Document management

Some of the main things the admin must do are documentation and approval. With the real estate portal, they can easily maintain, approve or reject a seller or agent’s profile. They can also approve or reject a listing based on things like insufficient information, etc. Admin has to undertake the responsibility of a sale going through without any hassle.

Once a listing is uploaded on the portal, the admin has to ensure the verification of the seller as well as the property. If the sale goes through, admin has to verify the buyer and the deed to ensure everything is in order.

Portal features for the seller:

  • Listing details - legal, amenities
  • Photos, videos
  • Virtual tour

A seller on the real estate portal will have to create an entire listing of the property they want to see, from detailing the name of the property to posting photos and videos, as well as mentioning the build year, the amenities included, and so on.

The Dynamics 365 portal for real estate also enables the seller to update all the necessary information about the property, like legal paperwork, property dimensions, amenities included, schools, hospitals, other necessites that fall within the area, etc.

The seller needs to clearly mention the amenities and appliances that will be included with the property so that the buyer can make a more informed decision. They also need to show a virtual tour of the property showing the entire place so that viewers can better understand the property and its dimensions.

Features for the agent:

  • Multiple properties
  • Agent profile
  • Property tour calendar

The Dynamics 365 portal for real estate can have a special role for agents. Agents often represent zip codes and can be specific to types of properties, like suburban houses, stores, offices, and so on.

Each agent can build their profile, submit it to the portal at the time of signing up and maintain it over time. It can show the number of properties they sell, the languages they can converse in, and their realtor license.

Agents can list multiple properties to represent and have a property tour calendar. The property tour calendar can show the agent’s availability dates for each property, and buyers or prospects can choose from the time slots available.

Portal features for the buyer:

  • Buyer’s profile
  • ID verification
  • Wishlist properties
  • Compare properties
  • Apply for the property

Just like agents, buyers can also build their profiles to show their authenticity, and to maintain the required documentation for buying property. This also streamlines ID verification.

With the wishlist feature for the Dynamics 365 portal, buyers can wishlist the properties they like to visit again or even finalize something at a later time. Apart from this, they can also compare properties, giving them a direct idea of amenities offered, price difference, overall property size, and details like the number of bedrooms, appliances offered, etc. By comparing a few places they shortlist, it becomes easier to make a decision.

Buyers can apply for properties from the portal and if their application gets selected or rejected, they can be notified of the same.

General features of the Dynamics 365 portal for real estate: 

  • Document management
  • Dashboard
  • Security
  • Easy login
  • Agent-buyer chat
  • Communication about properties
  • Email notifications

Your real estate portal needs to have some general features like document management, easy login options, chat options and so on.

With document management, you can streamline all legal paperwork required to buy and sell properties with only the right people getting access. Apart from specific deeds, properties also have some common paperwork for areas and so on, which it can maintain for all listings.

The portal also has a dashboard for each role, so admin can have their overall business detailed displayed on it, like quarterly sales, high performing agents and most demanded areas, etc.; similarly, agents can have upcoming property tours displayed no the dashboard as well as their monthly sales, etc.

Sellers can set up the dashboard to see the number of offers they are getting for their area’s trending properties and prices. Buyer’s dashboard can also show them trending properties, quote updates on their applied properties.

With so much at stake, security needs to be built into the fabric of the portal. Access should be role based and need based. Sellers, agents, and buyers should be able to have access to only the things they  need. Agents should not be able to enhance a property after the seller uploads it, sellers don’t need to get access to the list of leads the property has, if the agent is dealing with it.

It is essential that the real estate portal has easy and secure log in options for everyone. They can login with social media buttons or create a local account for the portal.

One of the key features of any such portal would be to have a chat module, so that agents and buyers can easily connect about scheduling changes or if there are any details needed about the property, etc.

Each role in the real estate business will need email notifications to keep them updated. So sellers would get notified about their site visits, and offers made, whereas agents would get notified about tour scheduling, and buyers need to be notified about quotes made on their preferred properties, whether their application got approved or not, etc.

Overall, the real estate business has multiple concerned parties, and things can get complicated without a tool that caters to all of them. For a portal with all these features, you need to look for a portal solution company that specializes in this. They should also be able to accommodate any custom requirements you might have.

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For Vital Human Services Programs, Governments Rely on Case Management Technology https://www.crmsoftwareblog.com/2022/11/for-vital-human-services-programs-governments-rely-on-case-management-technology/ https://www.crmsoftwareblog.com/2022/11/for-vital-human-services-programs-governments-rely-on-case-management-technology/#respond Wed, 23 Nov 2022 17:37:18 +0000 https://www.crmsoftwareblog.com/?p=49589 The burden carried by human services programs within state and local governments is immense. The demand constantly increases, but budgets are smaller and resources are tighter. Regardless, they must remain steadfast …

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The burden carried by human services programs within state and local governments is immense. The demand constantly increases, but budgets are smaller and resources are tighter. Regardless, they must remain steadfast on their promise to the people they serve. Outdated and/or disconnected government case management technology can often be just an insult to injury.

Use case: The success of one county’s critical sexual violence services program was being threatened by the wrong government case management technology

One of the most densely populated areas in the U.S. and this state’s second-most heavily populated counties, like most counties, responsible for many human services programs that support their residents. This particular program is vital because it provides free and confidential services, 24/7, for victims of sexual violence, their partners, families, friends, and other concerned persons.

In addition to providing crucial support in the first hours after a sexual assault, the program offers services including education, referrals, counseling, support groups, medical and legal advocacy, safety planning, prevention, financial guidance, and more. Victims of physical, emotional, or online domestic abuse would have nowhere to turn in times of significant crisis if not for this program.

The sexual violence services program has been quite successful and experiencing growth. Unfortunately the home-grown case management system utilized to log and document cases and information was not satisfactory support for the entire process. Information entered into that system was then re-entered into a larger system, resulting in duplication of effort and opening up the possibility for data entry errors. The program required a more efficient government case management technology system that had faster functionality, was simpler to use, and could scale to meet increasing demand.

The county contacted Microsoft with the idea of doing a proof of concept. Microsoft recommended HSO because of our work with state and local governments on case management solutions. After meeting with HSO, discussing their needs, and seeing Microsoft Dynamics 365 Customer Service in action, the county knew there was no need for a proof of concept; they were positive about moving forward with full implementation.

The client comes first with human services programs when they utilize government case management technology:

  • Cloud-based to support workers in the field while keeping sensitive data secure
  • Access to data for outcome reports to funders and making improvements
  • A robust, flexible foundation for growth, multiple programs, and rapid onboarding of new services
  • Easy setup of program-specific workflows and data collection for reporting obligations

Microsoft case management technology, implemented by experts like those at HSO, is meeting the needs of the program. The fact is, the county’s Health and Human Services Department is also in need of a new CRM, and there is a county wide proposal to implement a CRM system throughout multiple agencies, including the Sheriff’s Department, DOJ, and court systems. The county will utilize the sexual violence program’s implementation as a “case study” to champion Dynamics as the CRM system to be adopted county-wide.

Are your programs being held back by your government case management technology ?

Microsoft and HSO, a Gold-certified Microsoft partner that for over two decades has been working with state and local governments to help with digital transformation, presented a live web event demonstrating Microsoft’s Case Management solutions for government, where health and human services-focused government entities were discussed and how these entities are using Microsoft’s Case Management solutions to better support those they serve.

On-Demand Webcast: Empowering Self-Sufficiency with Case Management Technology – How Your Government Can Utilize Microsoft Solutions to Better Serve the People Who Depend On You

 

Read additional successful HSO government technology case studies:

By Petra Eimiller|May 17th, 2022|Case ManagementDigital Transformation|0 Comments

 

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PowerApps: Why is this a very important element for CRMs? https://www.crmsoftwareblog.com/2022/11/powerapps-why-is-this-a-very-important-element-for-crms/ https://www.crmsoftwareblog.com/2022/11/powerapps-why-is-this-a-very-important-element-for-crms/#respond Wed, 23 Nov 2022 14:39:10 +0000 https://www.crmsoftwareblog.com/?p=49701 PowerApps has become the most intelligent approach to increase business efficiency, engage customers, manage projects, or accomplish anything in business. Businesses realize that it is no longer difficult to create software …

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PowerApps has become the most intelligent approach to increase business efficiency, engage customers, manage projects, or accomplish anything in business. Businesses realize that it is no longer difficult to create software solutions that perfectly suit their needs and requirements. This is because of PowerApps and its use in CRMs.

Using a code-free interface, PowerApps offers a means for non-professional developers to create business solution apps. Additionally, developers can utilize it to create applications more quickly and with less complexity than they would think.

As more business is utilizing the use of CRM, PowerApps has become one of the important components of CRM, and here’s the reason for it:

What are PowerApps?

PowerApps is a platform that enables developers to create mobile applications. The applications may operate on iOS, Android, Windows, or any other available web browser.

PowerApps combines a variety of services and data platforms to enable the creation of quick mobile app development.

  • It indirectly helps the app connect to external data sources. When your app is done, for instance, you may publish and distribute it to the team members inside your company.
  • Using Power Apps, it is simple and quick to develop business apps with responsive designs. This program is straightforward to use and works with any browser.

What is CRM?

The relationships staff builds with customers from the first point of contact are essential to expanding as business becomes more sophisticated. CRM system is a data technology that helps to expand business by cultivating and maintaining current and new clients.

Empower everyone to build apps

Everyone from business analysts to professional developers can work more efficiently together when building apps with Power Apps.

You can use simple visual tools that don’t require code to solve business problems. You can move more quickly with a platform that facilitates data integration and dissemination. It extends the platform with building blocks from experienced developers.

As it is simple to create and share programs, it becomes one of the crucial elements of a company’s CRM.

Create apps with customization.

You can make all of your app’s adjustments to fit particular jobs and obligations. You can create software for any platform that makes use of a variety of controls.

It includes cameras and location, or start with a basic app that illustrates fundamental business processes, such as expense reporting or site inspections.

For the purpose of creating and engaging responsive apps that work on any device, start with your data model and business procedures. To construct business entities and customize the user experience to certain roles, you can utilize a simple drag-and-drop builder.

Create low-code portals for external users 

Unlock your CDS data, and incorporate model-driven forms, views, and charts. Then embed Power BI reports or dashboards to create pixel-perfect low-code webpages for your external users. These users can access the site via a number of different standards.

Image processing tools

As PowerApps can interface with devices that include cameras, companies can create apps that provide image processing features.

Retailers and healthcare providers can capture photos of items with mobile cameras and data collected from GPS. Some of the data is kept in a specialized inspection app that replicates a hosted database in the common data service layer.

Additionally, manufacturing businesses can utilize the platform to create apps for quality inspections. It can let staff members evaluate goods and take pictures of problems to document them.

The platform enables developers to design apps that take pictures of people and send those pictures to facial recognition. They can then retrieve information about the person in question.

Save time with easy standard connectors.

The main benefit of adopting PowerApps is that it shortens the time needed to construct an app compared to the conventional method. It substitutes the labor-intensive parts that were previously included.

Anyone can simply create a working, usable app using PowerApps. The challenging element of creating an application is figuring out how to integrate it with the data. The various data storage services that are included with PowerApps connectors can be quickly integrated.

Speed and ease of use

Speed is the most fundamental aspect. It’s too late if you have anything at your fingers a month later in the technologically advanced world. But with PowerApps, you can easily create practical and meaningful apps that can give a speedy result.

The ability to create, share, and use an app is now simpler than it has ever been. You could create an app while working from home or driving to the supermarket. A mobile app, a web app, or your own desktop software can all be used to create apps.

Final Thoughts

The majority of coding can be done using PowerApps utilizing a drag-and-drop interface. This can help you with the CRM interface and overall business. This application can manage things associated with app development, whether you are developing a desktop or mobile app.

At congruentX we can help you use the Power or Power apps.  Schedule a Free Strategy Session today.

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Activity Pointer Base Table Unexpected Growth https://www.crmsoftwareblog.com/2022/11/activity-pointer-base-table-unexpected-growth/ https://www.crmsoftwareblog.com/2022/11/activity-pointer-base-table-unexpected-growth/#respond Wed, 23 Nov 2022 13:36:01 +0000 https://www.crmsoftwareblog.com/?p=49682 Recently I had a customer that had a runaway data increase of their Activity Pointer Base table. It would grow about 4-5GB each weekend. We looked for the usual suspects …

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Recently I had a customer that had a runaway data increase of their Activity Pointer Base table. It would grow about 4-5GB each weekend. We looked for the usual suspects such as inline images, amount of email being sent on the weekend, and nothing really seemed to stick out. I started doing email counts and noticed that the training environment wasn’t even receiving or sending email on the weekends, but was still showing growing storage usage. This led us to believe that there was an index at work here. I searched online and this was suggested by others, but no one could figure out why their index was growing out of control. We needed a method for taming runaway growth of Activity Pointer Base Table data, and so we went to the source...

Indexes and Descriptions

We opened a case with Microsoft I found out that if you put a Description field for an Activity into a column view you can get this very situation to happen. Each time that ndx_ ATuneActivityTypeCode index runs it will grab the full body of the Email messages and include that in the index, every week.

So, the way to fix this is first look at any Activity views and remove the description field from any view columns. Email is affected by this the most. Then you will need to open a case with Microsoft letting them know you found Description fields in your view columns. and they will need to run a mitigation script against the ndx_ ATuneActivityTypeCode index.  (keep reading on www.beringer.net)

 

 

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Strengthen Customer Lifecycle using Maps within Microsoft Dynamics 365 CRM https://www.crmsoftwareblog.com/2022/11/strengthen-customer-lifecycle-using-maps-within-microsoft-dynamics-365-crm/ https://www.crmsoftwareblog.com/2022/11/strengthen-customer-lifecycle-using-maps-within-microsoft-dynamics-365-crm/#respond Tue, 22 Nov 2022 10:22:40 +0000 https://www.crmsoftwareblog.com/?p=49661 “Be attentive coz one cannot predict the changing course of a tide”- Anonymous Have you ever tried watching a pot of milk being boiled over a stove? You stare at …

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“Be attentive coz one cannot predict the changing course of a tide”- Anonymous

Have you ever tried watching a pot of milk being boiled over a stove? You stare at it with all your might and just when you blink for half a second, it overflows and spills all over the counter. Yes, that frustration, that anger, that helplessness is exactly what many organizations have been witnessing in recent years that once enjoyed the monopolized position in the hearts of their loyal buyers. The situation is not the same. Buyers today have evolved a lot and their buying patterns are generating interesting high-low graphs.

Gone are the days when popular celebrities influenced buying decisions or cost was the prime competitive factor among brands. Consumers today are more aware of their wants and needs and have somehow aced the art of balancing finances as well. Even kids today are not attracted by shiny packages but observe the functionality of a toy or a product. Such is the evolved state of the buyer’s society. As a result, no brand can afford to become complacent and need to be on its feet, constantly presenting an improved version of itself, standing true to its claims, and producing happy customers.

Customer Relationship Management systems or CRM is the ‘it’ technology currently for managing all the company’s relationships and interactions with customers old and new. With the main focus being business relationship improvement, a properly executed CRM strategy helps organizations stay connected to customers, know their requirements thoroughly, streamline business processes, and achieve the set targets, and profits. CRM system aids organizations with contact management, sales management, productivity influx, and a lot more. Microsoft with its prestigious Microsoft Dynamics 365 CRM is one of the leading CRM providers across the Globe.

Maplytics, the popular geo-mapping tool that integrates maps with Microsoft Dynamics 365 CRM plays an important role in bridging the gap between Organizations and Microsoft Dynamics 365 CRM / PowerApps. Using Maplytics and its plethora of features like data visualization, territory management, auto-scheduling of appointments, etc. Organizations can focus on their relationships with their internal members including the key stakeholders such as the customers, service users, field services reps, employees, supply chain managers, etc. In short, Maplytics with its Dynamics CRM Map Integration is a rightful medicine to help a business strengthen and expand its lifecycle with its stakeholders by plotting new clients, onboarding new businesses, and providing maintenance, support, and other additional services within the business lifetime.

Maplytics provides well-comprehended location-based analytics and features like Territory Management, Appointment Planning, Routing, and Radius Search with support for PowerApps (Dataverse).

Let’s consider a pretty common case study where developing a sales territory map within Maplytics, organizations have been able to see where their prospects and existing customers were located, how they were distributed across the target territories, and how these territories could be easily visited by the field teams, smoothly.

Maplytics with its multiple search layers feature that is based on location, region, territories, postal codes, free drawing, etc. helps to analyze CRM data on a map. Managers can perform multiple proximity searches to compare the density and types of accounts around specific locations within different regions/ areas. With Geocoding Dynamics 365 data, organizations can focus on critical accounts that have expressed interest, are under discussion, or are on the fence about increasing prospects. Maplytics with its Heat & Detail Maps within Dynamics 365 adds a boost to the Top-level strategy. With a simple analysis, the Top Executives can easily create strategies for the targeted areas, Market lists based on analytics, or create Optimal Territories for Dynamics 365 CRM.

An effectively generated and placed sales territory map helps the business teams create a clear, actionable, balanced, and well-drafted strategy. With the Point of Interest Location search in Maplytics, the sales reps can hunt for cafes, restaurants, gas stations, hospitals & other places of interest to host meetings, customer meet and greets, required pitstops, etc. The sales manager can also set up a turn-by-turn navigation chart for the field reps to follow based on the plotted/ scheduled route. Utilizing the power of Auto-scheduling, managers can plan for multiple field reps based on their availability. With Maplytics as the Dynamics 365 Mapping tool, your field reps won’t miss an important deal and will be able to cater to customers with the use of optimized travel routes, saving time, miles, and expense.

Compatibility across platforms also worries many users; the apps should be portable and available at their fingertips. With smooth transition among mobile phones, desktops, or tablets; the user can use Maplytics anytime, anywhere! Compatibility with Route optimization, POI locations, and end-to-end navigation directions helps user plot and visualize data in a better way. Check-in and check-out tracking help with monitoring activities and planning executions in a real-time. Appointment Scheduling with Maplytics also helps the user to map the visits with a list of places of interest near/ around the travel routes.

Maplytics helps in strategizing the marketing plan and targeting the audience in an improvised manner. Overall, Maplytics within Dynamics 365 CRM is a one-stop solution for Dynamics 365 territory management in the current times and can help a dedicated organization reach new heights.

If a business plans the integration of Map with Microsoft Dynamics 365 CRM and requires techno-functional consultation on enabling Maps within Microsoft Dynamics 365 CRM, then the right place to get in touch with is Team Maplytics. To discuss unique or specific requirements or doubts, email us at crm@inogic.com. Visit our website or the Microsoft AppSource to learn more about Maplytics!

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How Microsoft Dynamics 365 CRM and Agile CPQ Launch your 2023 SKO and Sales Strategy https://www.crmsoftwareblog.com/2022/11/how-microsoft-dynamics-365-crm-and-agile-cpq-launch-your-2023-sko-and-sales-strategy/ https://www.crmsoftwareblog.com/2022/11/how-microsoft-dynamics-365-crm-and-agile-cpq-launch-your-2023-sko-and-sales-strategy/#respond Mon, 21 Nov 2022 10:27:14 +0000 https://www.crmsoftwareblog.com/?p=49595 Is a CPQ Solution for Dynamics 365 Sales a good investment for 2023? With Sales Kickoff 2023 just around the corner, many companies are making plans for a great team-building …

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Is a CPQ Solution for Dynamics 365 Sales a good investment for 2023?

With Sales Kickoff 2023 just around the corner, many companies are making plans for a great team-building event. During this time, organizations will share their business strategy for the coming year hoping to motivate their sales team to work together to achieve or surpass the goals set for 2023. Getting an early start with sales training can make all the difference between a mediocre year and a prosperous one.

Jam packed with strategic endeavors, SKO isn’t without its drawbacks. According to Gartner, 70% of sales pros fail to retain information gained from training for more than a week, and 87%  forget within a month. Unless there is a clear, concise, and focused set of takeaways from the event (and we don’t mean the company-branded pens or socks) the time and expense of the event won’t provide much ROI.

Agile CPQ for Dynamics 365 is a gift you can give your sales team that will keep on giving throughout 2023, and beyond.

Although technology is more advanced than ever, according to Copper/Outfunnel data, 1 in 3 B2B companies still rely on manual sales processes. True, many are using CPQ software – in fact, it’s considered essential in the B2B sector – such solutions often stand apart as a separate tool amongst a host of other applications loosely coupled and most often than not difficult to manage. As a result, error-prone quotes still take hours if not days to produce, and cause deals to take weeks or even months to close.

A modern, agile CPQ that integrates with the CRM you already have, such as Microsoft Dynamics 365 for Sales, is key to meeting or exceeding your sales goals in 2023. Imagine streamlined quote and approval workflows, creating proposals that are generated at the click of a button with up-to-date and accurate pricing and all the appropriate lehttps://dealhub.io/glossary/agile-cpq/#:~:text=CPQ%20stands%20for%20Configure%20Price,customers'%20needs%20and%20specifications.gal-speak included! A cutting-edge CPQ solution eliminates all the manual drudgery that sales teams hate and provides the intelligent automation that team leaders love.

Agile CPQ enables rapid quoting, empowering your sales team to create and send professional proposals to clients in just a few minutes while increasing productivity by as much as 20%, as was the case with SourceScrub. Deal size increases by 15% while reducing proposal errors by 95%, as it did for Sendoso.

What makes an agile CPQ solution for Microsoft Dynamics 365 “agile”?

It’s a combination of three core strengths. While some solutions produce highly accurate quotes, their cumbersome processes take days to generate proposals. Others facilitate rapid quote creation but often fail in accuracy, making it difficult to keep up-to-date with current pricing structures. Some are very customizable for both sales professionals and customers but lack good automation features. A truly “agile” solution capitalizes on all three areas: accuracy, speed, and the user and customer experience. And it doesn’t get in the way of the efficient processes you already have in place. Rather it fully integrates with Microsoft Dynamics 365 for Sales, blending together to become a single source of truth and a powerful quoting tool for your salespeople, helping them get more done in less time.

Agile CPQ is a low-code solution built on the Dynamics 365 platform

Of course, you’re thinking, “That’s a great idea, but we can’t afford the time it takes to implement and configure it.” You’d be surprised at just how quickly it can be done – with a low-code approach, an agile CPQ can be up and running in just a few weeks.

Asure Software, a Human Capital Management solution provider is one such company.  With over 500 products on offer to their nearly 80,000 customers worldwide, new sales representatives faced the overwhelming task of becoming familiar with all their offerings,  often taking them a year or more. While being trained, they weren’t able to sell to their full potential, which wasn’t a good customer experience, nor was it helping Asure’s bottom line. However, after implementing agile CPQ and a dynamic sales playbook, Asure reduced their training time by 85%! Team productivity also went up by 20% overall.

How long do you think it took to see those stellar results? Just six short weeks. Shortly thereafter, it was rolled out to the entire Sales team, and their agile CPQ solution is at the heart of every sale, guaranteeing every proposal is 100% accurate and consistent across the entire company. Every deal brings in maximum revenue.

Without a doubt, you’re striving for the same kind of results. By now you’re ready to engage your sales team with a strategy to make 2023 the best year yet. You’re already most of the way there, especially with a well-implemented Dynamics 365 CRM. Now add in the tool that will cement your success: a modern, agile CPQ that will turn your strategy into reality.

It’s never too late. Contact us to learn more about what agile CPQ can do for you.

 

By DealHub | dealhub.io

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CRM IS BROKEN! Let’s fix it together. https://www.crmsoftwareblog.com/2022/11/crm-is-broken-lets-fix-it-together/ https://www.crmsoftwareblog.com/2022/11/crm-is-broken-lets-fix-it-together/#respond Thu, 17 Nov 2022 17:00:35 +0000 https://www.crmsoftwareblog.com/?p=49644 Author JC Quintana I know where your mind went when you read the acronym “CRM”! Your noggin retrieved the name of the software, tool, or technology you use to manage sales …

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Author JC Quintana

I know where your mind went when you read the acronym “CRM”! Your noggin retrieved the name of the software, tool, or technology you use to manage sales leads and opportunities. Maybe also marketing and support activities. My noggin goes there also, but begrudgingly. I am a relationship guy, so it is tough for me to see “C.R.M.” and not spell out what it stands for. It stands for Customer Relationship Management. And AS a relationship guy, the R hits me square in the brain and compels me to ask, “what aspect of the customer relationship is this ‘CRM’ actually managing?”

I know, I know… It is an uphill battle to keep people from first thinking of CRM as tech. However, CRM was at some point in history SUPPOSED to define a company’s plan for winning and keeping customers, the strategy for managing customer relationships. Then, at some point (I think 1999) some technology company thought,

“Hey, people want this thing called customer relationship management” so let’s call our software THAT… CRM has a ring to it. We can tell people it is a complete enterprise solution that manages the customer lifecycle end-to-end and can be implemented in 60 days.”

YEAH!…. well… NO! I am not sure when and how the strategy and the technology parted ways but today RELATIONSHIPS are not the driving force of most CRM technology implementations. The people deciding the types of relationships that best align with their business and how those relationships see value, equity, and value co-creation AND those who implement CRM technology solutions are not working towards the same end. Many times, technology is evaluated and implemented before anyone asks about the strategy for acquiring, retaining, or enriching customer relationships, much less getting those relationships to become advocates for your brand. And because it is the type of relationship that defines a customer’s need, it is also difficult to build a customer experience (CX) strategy that works. What I mean is that the type of relationship a customer wants is based on needs. Those needs define the cost people are willing to pay. That cost drives the experience you can afford to create and subsequently the tools you need to manage that experience. So, as much as I promote the need for CX strategies, you first must understand the types of relationships that align with your business model. Ergo, concordantly, and irrevocably (sorry, I just finished watching The Matrix)… you MUST design your customer relationship strategy before you implement a tool that helps you execute it.

Read more in my book, Speaking Frankly About Customer Relationship Management.

At congruentX we believe that starting with expectation-setting and a human-centered approach to CRM design will help you get CRM right. If you are struggling with CRM technology adoption or not getting ROI from your CRM investment, let us help you. It only takes a 20-minute call to learn more. We will send you a copy of Speaking Frankly About Customer Relationship Management as a thank you.


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6 Ways to Boost Sales Performance With a CRM Mapping Tool https://www.crmsoftwareblog.com/2022/11/6-ways-to-boost-sales-performance-with-a-crm-mapping-tool/ https://www.crmsoftwareblog.com/2022/11/6-ways-to-boost-sales-performance-with-a-crm-mapping-tool/#respond Thu, 17 Nov 2022 04:57:07 +0000 https://www.crmsoftwareblog.com/?p=49639   Technology has simplified data processing in every possible way. Location data is one of the most important ways to improve sales performance. Sales teams can make the best use …

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Technology has simplified data processing in every possible way. Location data is one of the most important ways to improve sales performance. Sales teams can make the best use of it while designing and executing marketing strategies.

Businesses use CRMs to store and manage all the data. The challenge here is the visualization of data. It is hard to make sense of all the data you have with you.

You can upgrade your Dynamics CRM features by integrating plugins with it. The plugin will add features to the CRM, and you won’t have to manage one more tool.

Dynamics CRM users have ready-to-use plugins in the market to resolve all the issues. These Dynamics 365 map plugins will integrate with your Dynamics 365 and fetch all the CRM data on the map.

The integration can benefit sales and marketing teams by increasing sales and simplifying the workflow. Here are some ways to boost sales performance with the mapping tool:

  • Extensive Data Analysis

We use Dynamics 365 CRM to manage all the business records. It is difficult for teams to visualize all these records while preparing the sales plan. There are high chances that you can miss some data and take decisions based on that. 

Business performance can make a huge difference if you use the location data wisely. Using a plugin which has different filters which you can use to analyze profit, sales, revenue, etc. Different forms of the map, like a heat map, highlight areas based on the density of sales in that region. Hence, with a few clicks, you have a graphical and geographical representation of data.

  • Data Plotting

Data plotting functionality in the plugin helps you represent the data on the map. This representation improves the visibility, and thus, understanding of the data also improves. You can understand how different entities and records are related to each other. 

The plugin allows you to filter all the records based on regions, locations, or territories. Hence, the sales teams can visualize the data better and plan their next move. You have the liberty to choose the entities you want on your dashboard. 

The map would have pins carrying all the details about that client. The pin details are customizable and the data you want to see on the map. Hence, you can decide how much information you want on the map while analyzing the CRM data.

  • Search Clients in Your Proximity

Sales teams are always in search of where their next marketing campaign should be. Their marketing and sales strategies would depend on what regions they are targeting. Maybe they want to add new customers to the list or bring sales from the older ones.

With these features of the map plugin, you can easily view nearby customers. You have to decide on one origin point, and the map will highlight the regions in circles that are near you. You can save these results and share them with the team as well. 

All this information would help sales reps in finding more customers nearby. They won’t have to drive too far to meet another prospect.

  • Optimize Daily Routes

The sales team travels the whole day to different clients and brings sales. They face different challenges, like traffic, unknown routes, etc. They don’t have the right tools to find the routes that cover all the prospect's destinations.

Without a map plugin, they must manually add addresses to Google Maps or Apple Maps. They have to keep adding the places to the maps to find the prospect's location. This consumes a lot of their time.

The Dynamics 365 map plugin has a feature called route optimization. Using the RO feature, users can select all the locations they wish to visit in a day, and the plugin will design a route for them. The route would be the shortest and the most effective in terms of traffic, road closure, toll, etc. 

When sales reps use such routes, it minimizes the traveling time and miles for sales reps. This reduction in the number of miles helps organizations save fuel costs and thus increase their profit margins.

  • Track Appointment and Live Location

Without any tools, it is hard for managers to keep track of their on-field team's schedule. They have no correct data on how much time their team spends with the prospects. If they have this data, they can make changes in the daily client's limits so that no employee has to overwork to meet their targets.

For instance, organizations want their sales reps to meet clients as soon as possible so that they can receive feedback on their products. This feedback would help them improve their product and plan their strategy accordingly.

Sometimes, sales representatives have to overwork themselves to finish their targets because of insufficient data. In such cases, employees would get frustrated and develop a negative impression of the organization.

With the help of the Dynamics 365 map plugin, managers can track meeting timings and the live location of their team members. Managers can track the check-in and check-out time of meetings. To ensure all meeting timings are genuine, an advanced feature called geofencing is integrated with it.

These features enable the check-in feature only when the sales rep has reached the client location. Thus, no false entry will be registered. Thus, managers would have track of where their sales reps are. 

The other advantage of this feature is that if the managers know the live location of their team members, then they can inform them about the new lead around them.

  • POI

Most meetings happen in cafes these days. Sales teams are always in search of a good place to have a conversation with prospects. They also need to find a good place around the client's location or what falls in the way. Finalizing a location means the sales rep and the prospect both have to travel that long to reach the desired place.

On the other hand, when traveling the whole day, sales reps have to refill gas or might have an emergency and need to visit a hospital or pharma store. With the mapping plugin, they can find all these POIs along the route so that they don’t have to travel extra. The route will also show the time they will reach the desired places.

Wrapping Up

To get the maximum output from all the hard work your sales team does, CRM mapping tools are the best to maximize productivity. Understanding all the CRM data manually is ineffective, and you might miss a lot of important understanding. But with a plugin, you can visualize all the data on a map. It is much easier to understand and plan strategies accordingly. You need to find a company that offers Dynamics 365 plugins. You should ask them for a demo so that you can understand all the features they offer. If you find everything compatible, you can subscribe to their yearly plan. The company will help you integrate the plugin into your CRM and ensure you have a smooth onboarding!

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Advanced Lookups on Dynamics 365 CRM Data with SSIS Productivity Pack Premium Service Lookup Component https://www.crmsoftwareblog.com/2022/11/advanced-lookups-on-dynamics-365-crm-data-with-ssis-productivity-pack-premium-service-lookup-component/ https://www.crmsoftwareblog.com/2022/11/advanced-lookups-on-dynamics-365-crm-data-with-ssis-productivity-pack-premium-service-lookup-component/#respond Wed, 16 Nov 2022 18:25:49 +0000 https://www.crmsoftwareblog.com/?p=49517 SSIS Lookups in Microsoft Dynamics 365 Sales Quite often in a Dynamics 365 CDS/CRM/CE/Dataverse integration project, the need arises to perform a lookup against those records because you do not …

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SSIS Lookups in Microsoft Dynamics 365 Sales

Quite often in a Dynamics 365 CDS/CRM/CE/Dataverse integration project, the need arises to perform a lookup against those records because you do not have the GUID value (the primary key), but rather only some text values with which to search.

There are several different ways to approach this problem, depending on the circumstances. KingswaySoft offers several add-on components for Dynamics 365 that make lookups possible. One example is the Text Lookup feature of our SSIS Integration Toolkit for Microsoft Dynamics 365. It lets you perform a lookup based on text fields that you can specify. It also allows you to fine-tune performance with Full Cache and Partial Cache modes and other features, letting you tackle complex lookup scenarios. However, there are two principal limitations to this method:

  • The in-place lookup will occur as data is being written to a destination component. In this scenario, since there is no transformation component, it can't be used to transform the data.
  • The in-place lookup only supports up to two lookup fields.

The Text Lookup component for Dynamics 365 Sales is powerful and very flexible, meeting the needs of many projects. However, the aforementioned restrictions exclude it as an option in certain scenarios, and those restrictions come up frequently in our support cases. Some customers wish to use a lookup to transform data, or would like to narrow their search further with more lookup fields.

In the past, we would recommend our Premium Lookup component offered in the SSIS Productivity Pack. It takes a source data input and a lookup table input and then will perform the lookup in memory according to the conditions you set. It’s an even more flexible solution than Text Lookup, works with any data source, and supports exact and fuzzy matching, along with other options. There’s a catch, though – performance. It requires a full extract of the lookup table. If that table has a large number of records, performance degrades.

We noted these challenges and limitations facing developers and saw the need for another tool. So, as part of the 2021 release wave 1 of our SSIS Productivity Pack, we proudly introduced the Premium Service Lookup component. It opens the door to many new lookup scenarios that were previously not possible.

The new component provides lookup capabilities by searching through records in the target system, which supports many database or application-based connections such as Dynamics 365 CE/CRM or CDSHubSpotNetSuite, ADO connections, and all of our REST connections. To learn more, click here to read the documentation for Premium Service Lookup, where its features are explained in greater detail.

Today, we’ll show you how to use Premium Service Lookup in advanced lookup scenarios when working with Dynamics 365 CDS/CRM/CE/Dataverse connections.

First, let’s have a quick look at the Premium Service Lookup component.

In most cases, you would first use an SSIS source component to read data from the source system, then pass the data to Premium Service Lookup.

There are 3 cache modes in Premium Service Lookup that allow you to balance performance with real-time data availability.

  • Full Cache: When selected, all records are preloaded from the target object into cache memory before performing the lookup. This is ideal when there are relatively few records in the target object.
  • Partial Cache: When chosen, the component will gradually build the lookup cache as the data load progresses. It starts with an empty cache. When an input row enters the component, it uses your predefined lookup conditions to attempt to find a matching record in the target object. If it finds a match, then both the key and the lookup values are added to the local cache. If that same key turns up again, the lookup values are pulled from the local cache instead of the target entity. This option is most performant when working with a large target data set. For example, if you have several hundred thousand records in your lookup entity, and you are only processing a few hundred records for your primary entity, Partial Cache mode would be the fastest.
  • No Cache: In this mode, the component will not cache the lookup table at any stage. When a new row comes from the data flow, it will directly query the target object for matching values. This mode is usually the slowest, but the most accurate when you need values in real time.

In Premium Service Lookup Editor, we specify the Dynamics CRM connection manager and contact entity as our target lookup table. Partial Cache is used in this example.

Next, let’s configure the lookup match conditions in the Lookup Conditions section.

As you can see in the screenshot, ‘firstname’ and ‘lastname’ columns in the source data will be compared with the ‘firstname’ and ‘lastname’ fields of all contacts created within the last 5 days in the target Dynamics 365 CDS/CRM/CE/Dataverse system. Note how this overcomes the constraints of previous solutions:

  • The component contains more than 2 lookup conditions
  • One of the lookup conditions is using a special FetchXML function (which translates to a special SQL function when processed on the server side)
  • The component is used as a transformation feature within the data flow

Next, we select the columns in the target lookup table to add them to the data pipeline on the Output Columns page. In our example, we select ‘contactid’ as our output column.

You may notice two additional output columns that can be used for validating the outputs.

  • _MatchFound – This field shows whether a match is found (or not) as a boolean result.
  • _HasMoreThanOneMatch – This field shows whether there is more than one match as a boolean result.

The overall data flow design of the package looks like this:

Once the lookup has been performed, we use a Conditional Split component before writing to Dynamics 365 CDS/CRM/CE/Dataverse, allowing us to further limit the results to output records that have only one match in the target system, then redirecting them to a new destination component down the pipeline.

[LookupResult._MatchFound] == TRUE && [LookupResult._HasMoreThanOneMatch] == FALSE

Lastly, in the final CDS/CRM destination component, we can update the Dynamics 365 CDS/CRM/CE/Dataverse records using the LookupResult.contactid field as shown in the screenshot below.

Next Steps

Now you’ve seen how you can use our Premium Service Lookup component to find Dynamics 365 CDS/CRM/CE/Dataverse records. If you need to perform a lookup with complex conditions, the Text LookupPremium Lookup, or Premium Service Lookup components can help you accomplish almost any lookup project you can conceive.

Would you like to know more about the other components in our SSIS Integration Toolkit for Microsoft Dynamics 365 and the SSIS Productivity Pack? Contact us today, we’d be glad to help.

By KingswaySoft | www.kingswaysoft.com

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Dynamics 365 Business Central vs. Dynamics 365 Finance: a comprehensive overview https://www.crmsoftwareblog.com/2022/11/dynamics-365-business-central-vs-dynamics-365-finance-a-comprehensive-overview/ https://www.crmsoftwareblog.com/2022/11/dynamics-365-business-central-vs-dynamics-365-finance-a-comprehensive-overview/#respond Wed, 16 Nov 2022 13:33:33 +0000 https://www.crmsoftwareblog.com/?p=49611 Microsoft’s suite of apps, Dynamics 365, offers various CRM and ERP solutions for businesses to help them take their processes and productivity to the next level. In this article, we …

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Microsoft’s suite of apps, Dynamics 365, offers various CRM and ERP solutions for businesses to help them take their processes and productivity to the next level.

In this article, we decided to take a closer look at Dynamics 365’s ERP modules, namely Dynamics 365 Business Central and Dynamics 365 Finance. We have compared the two modules and listed the features that we think are essential for choosing the most suitable solution for you from the two. So, without further ado – let’s get started!

Overview: Dynamics 365 Business Central

Dynamics 365 Business Central is one of several ERP modules that Microsoft’s Dynamics 365 product family offers and was first published as Dynamics NAV and Navision. It is specifically targeted at small and medium-sized companies. Although Dynamics 365 is commonly hosted online (Software as a Service, SaaS), an on-premises version for manual deployment and administration of the software is available, too.

Dynamics 365 Business Central assists small and medium-sized operations with enterprise resource management functionalities related to sales and customer service, finance, manufacturing, supply chains, analytics and more.

Functionalities

Selected features include:

  • Sales and customer service: Cross selling and upselling, keeping an eye on customer interactions, offering excellent customer service (e.g. via self-service portals) and more are all available in Dynamics 365 Business Central.
  •  Finance: Dynamics 365 Business Central offers its users built-in dashboards to track their financial performance and support data-driven decision making. Creating customized data analyses and reports are possible, too.
  • Project management: If you want your customer projects to stay on time and budget, it’s important to check in on them regularly with viable reporting tools that Dynamics 365 Business Central provides.
  • Inventory: With Dynamics 365 Business Central, keeping your inventory up-to-date is as easy as ever. Automated functionalities calculate stock levels and more to maintain the right amount of inventory and help you make smarter business purchases.
  • Warehouse management: Managing a warehouse includes layouts and storage unit dimensions. Dynamics 365 Business Central helps you optimize your operations.
  • Accessibility: You can easily access and work with Dynamics 365 Business Central from any device at any time due to its cloud-hosting option and mobile version.

Key benefits of Dynamics 365 Business Central

  1. ERP and CRM in one platform

Dynamics 365 Business Central is an enterprise resource platform that include capabilities for customer relationship management, too. That means you can keep track of your entire business while at the same time track customer interactions, sales, service requests and more.

  1. Single source of truth

Dynamics 365 Business Central creates a single source of truth for all data across departments, which allows everyone in your company to access and work with the same information.

  1. Simple project management

Aside from its ERP and CRM capabilities, Dynamics 365 Business Central lets you manage projects, too, and offers you a variety of functionalities for creating projects, tracking (e.g. timesheets) and reporting, as well as planning capacities and real-time insights.

  1. Warehouse and supply chain management

Robust warehouse and supply chain management features are part of Dynamics 365 Business Central, too. You can optimize your supply chain by leveraging predictive stock replenishments, automated purchase orders and more. 

  1. Low cost of ownership

Just like all modules of the Dynamics 365 product family, Dynamics 365 Business Central integrates seamlessly with other business applications by Microsoft, for example Microsoft 365. You can download more apps or extensions from Microsoft AppSource or from a Microsoft Dynamics Partner if you’d like to customize your solution further.

Overview: Dynamics 365 Finance

Dynamics 365 Finance, just like Dynamics 365 Business Central, is one of several ERP modules that are included in Microsoft Dynamics 365. The module is clearly targeted at medium to large organizations, and offers a large variety of enterprise resource planning functionalities, which – like the name suggests – focus on finance management and financial processes.

Functionalities

Selected features include:

  • Budgeting: With Dynamics 365 Finance, you can control and optimize costs within different process areas;that means: automating financial data, streamliningprocesses, ensuring accurate data prediction and forecasting, to mention a few. Enabling you to make strategic decisions based on real-time data to increase your productivity is at the heart of the solution.
  •  Processes: Instead of having to manage your activities independently and bringing them together later for analysis, Dynamics 365 Finance unifies your processes from the very beginning and centralizes data intelligence that lets you submit invoices automatically, manage workflows and more.
  • Financials: Dynamics 365 Finance is perfect for organizing, monitoring and managing your financial records. Payables and (global) taxes, for instance, can be managed instantly and accurately, and recurring billing etc. streamlined easily.
  • Global accounting: If your business has offices all over the world, it only makes sense to support your processes with a financial management software that helps you carry out your global accounting, ensure compliance management, calculate taxes accurately and more. Dynamics 365 Finance is perfect for that.

Key benefits of Dynamics 365 Finance

Dynamics 365 comes with many advantages. Here are the ones we think that are most important:

  1. Manage global financial processes

Large companies usually don’t only operate in one country, but have offices all over the world. Dynamics 365 Finance helps you manages your global financial processes effortlessly. 

  1. Built-in analytics

Dynamics 365 Finance leverages Power BI as a standard built-in analytics tool. It makes your analyses and reports deeper, and provides you with real-time data whenever needed.

  1. Lower operational costs

Dynamics 365 Finance is perfect when it comes to identifying and cleaning up redundant resources thanks to its advanced automation capabilities, which results in minimized running costs and optimized human resources.

What’s the difference between Dynamics 365 Business Central and Dynamics 365 Finance?

The key differences between Dynamics 365 Business Central and Dynamics 365 Finance, among others, lie in organization size and flexibility.

  •  Organization size: Whereas Dynamics 365 Business Central is best suited for and thus marketed at small and medium-sized businesses, Dynamics 365 Finance is the right choice for large organizations with more than 500 employees.
  • Flexibility: Although Dynamics 365 Business Central is part of the Dynamics 365 product group and thus integrates with other modules, it is much more of a standalone solution than Dynamics 365 Finance. The Finance module allows you to select and precisely combine the functionalities you need, meaning it’s ideal for customization.
  Microsoft Dynamics 365 Business Central Microsoft Dynamics 365 Finance
Suitable for Small to medium-sized businesses Large businesses
Minimum number of (full) users 1 20
Availability SaaS/On-premises SaaS/On-premises
Customization All-in-one standalone solution Select and combine what you need
CRM capability Includes CRM capabilities Doesn’t include CRM capabilities
Cost of ownership Low Unpredictable

Conclusion

Whether one or the other solutions is the best fit for you, clearly depends on the size of your business and on the complexity of your requirements as well as focus. With Dynamics 365 you can’t go wrong – there are modules and customization options for everyone. The next best step now that your knowledge about Dynamics 365 Business Central and Dynamics 365 Finance has grown is to contact a Microsoft Partner that can give you much more detailed and, most importantly, individual insights and is happy to help you make an informed decision! 

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Error Handling in Power Automate Flows https://www.crmsoftwareblog.com/2022/11/error-handling-in-power-automate-flows/ https://www.crmsoftwareblog.com/2022/11/error-handling-in-power-automate-flows/#respond Wed, 16 Nov 2022 13:29:51 +0000 https://www.crmsoftwareblog.com/?p=49533 Microsoft Power Automate provides rich and powerful tools, connectors, and logic to automate many common business processes within Dynamics 365 and the Dataverse as a whole.  With flow functionality slowly …

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Microsoft Power Automate provides rich and powerful tools, connectors, and logic to automate many common business processes within Dynamics 365 and the Dataverse as a whole.  With flow functionality slowly replacing legacy Dynamics 365 workflows, Power Platform administrators and customizers now more than ever have the ability to build automations up and across to other products and solutions using various data connectors.

When Power Automate flows run into trouble, they tend to fail and remain in a failed state until a user observes the failure, attempts to resolve the error, and resubmits the flow run.  This of course presents several challenges when it comes to error handling, one of which being the additional manual intervention needed to notice that a flow run has failed in the first place.  There are, however, a few different methods that can be leveraged to prevent or mitigate flow failures, including a method to alert someone if a flow run is experiencing trouble.

What is Microsoft Power Automate?

Microsoft Power Automate allows organizations to develop low- or no-code ways of automating business tasks.  With GUI drag-and-drop methods, flow builders can create simple to complex automation logic that interacts with not only the Dataverse, but also with hundreds of non-Microsoft products and solutions utilizing connectors.

Microsoft Power Automate is part of the Microsoft Power Platform, a suite of business tools and services that provides low- or no-code methods of working with data, including data analytics and transformation, database tools, automation, and artificial intelligence.

Microsoft Power Automate configure run after

For each action after the trigger, we can adjust that action's configurations a bit further than what is initially presented.  By clicking on the horizontal ellipsis in the upper right-hand corner of an action, we can configure it even more.  We can add a comment or note, adjust the action's settings, rename the action, peek the code behind the action, or configure the action's run after settings...continue reading on www.beringer.net

 

 

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Dynamics 365 Portal: Top Grade for the Education Industry https://www.crmsoftwareblog.com/2022/11/dynamics-365-portal-top-grade-for-the-education-industry/ https://www.crmsoftwareblog.com/2022/11/dynamics-365-portal-top-grade-for-the-education-industry/#respond Wed, 16 Nov 2022 06:31:54 +0000 https://www.crmsoftwareblog.com/?p=49606 The online education industry has seen tremendous growth in the last three years because of the global pandemic. This has gone hand in hand with sophisticated advancements in live streaming, …

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The online education industry has seen tremendous growth in the last three years because of the global pandemic. This has gone hand in hand with sophisticated advancements in live streaming, virtual reality, augmented reality, etc. While there is a big difference in the overall approach and mode of delivery, traditional schools can also benefit from integrating technology into their workflow, which goes way beyond classrooms!

One of the best ways to seamlessly integrate and introduce technology to fairly traditional school workflows is by investing in an education portal. While the idea of an education portal is not new or innovative, the new technologies, platforms, and capabilities have made the education portal seem like a novel idea. For instance, Microsoft's powerful and widely-used platform, Dynamics CRM, can integrate a Dynamics 365 portal for education. It seamlessly helps educators and institutions manage their students, teaching staff, and admin staff and helps them work in cohesion with each other.

If you want to explore the endless possibilities and benefits of integrating an education portal into your current workflow, then you are reading the right article. We are going to be exploring the necessary features of an education portal required by three main user types: Students, Faculties, and Admin. And according to tech and education industry experts, a well-thought and well-designed education portal always has three sides: student, faculty, and admin.

Before we dive deep into the necessary features for all the different user types, let’s do a quick introduction to what is an education portal for new explorers.

What is an Education Portal?

While the term portal is often used to describe a website, here, an education portal refers to a uniquely planned and access-only site that gives different groups of people like a class of students, educators, administration, parents, policymakers, and councils to interact with each other. The interactions include but are not limited to sharing pressing information about the courses & exams, exchanging ideas, accessing different types of resources, scheduling classes, marking attendance, and much more.

In simple words, an education portal can be described as a one-stop platform that helps all the involved parties interact and work with each other in cohesion while ensuring a safe and accessible way of sharing and storing all necessary information.

Apart from being an easier and safer way to share information and collaborate, an education portal, when integrated with the right platform like Dynamics 365, can benefit you and your institution in several ways. Here’s a quick glimpse at the different advantages and benefits of investing in an education portal:

  • Personalized Learning

Since faculties and students will be getting personal spaces to manage their schedules and classes, they will be able to interact with each other more personally and efficiently. Faculty will be able to set up tasks and assignments at a class as well as individual student level giving learning a more personalized touch. And students will be able to update their assignments and homework and check their grades from the portal itself, they can easily raise a ticket or quickly contact their teacher with any concerns.

  • Promoting Collaboration

An education portal can have a Community page where students and faculty can invite and encourage discussions that are accessible to all parties. These discussions can lead to better educational discourse, both in general as well as in assignments. It can also make collaborating on group assignments easier as students can pass access to each other, and faculty members can see each group member’s contribution and grade them accordingly.

  • Staying Connected with the Parents

Traditionally, parents get the information that students choose to share with them. But with the education portal, parents can be easily notified of their ward’s grades, attendance, and any other general update. Field trip acknowledgment and permission slips can also be sent via the portal.

  • Secure Access

The Dynamics 365 portal for education is built with security in mind for various purposes and reasons. Faculty members should only be able to access their classes, profiles, and profiles of their students once they are enrolled in their classes. Similarly, students should only be able to access their records with view-only access.

Since we are now well-equipped with the ins and outs of an education portal, let’s see some of the features that all three user types, i.e., students, faculties, and admins, would need:

Education Portal Features for Faculty

With the education portal, faculty members can:

  • Maintain their profile
  • Add research work
  • Configure class rubrics
  • Set tests and quizzes
  • Mark student attendance
  • Put in leave requests, etc.

For each semester’s course fair, faculty members can offer their course details as well as class timetables for students to sign up. Once the sign-up period is over, they can lock that module, and the students who picked their class and time will automatically be enrolled for those. Once enrolled in a class, the faculty member gets a class schedule with the attendance module, quiz segments, assignments, and so on. They can easily mark students’ presence, update the assignments they turn in, and grade them from right there.

The Dynamics 365 portal gives faculty members a cohesive view of their profile, classes they have taken, and what they covered in those classes.

Education Portal Features for Faculty

With the education portal, students can: 

  • Maintain their profile
  • Pay tuition and other fees
  • Keep a tab on their attendance
  • Request reassessment

Role-based access ensures students get view-only rights to things they should not be able to modify, like attendance, grades, etc. They can temporarily access to configure things like their courses and timetable during the course-selection week, and then it gets locked. Students can use the portal to keep an eye on their attendance, submit assignments, ask for rechecking of tests if they feel their grade is not suitable, as well as submit medical certificates if required.

Dynamics 365 portal features for education for admin staff 

With the education portal, admin staff can: 

  • Perform logistical tasks
  • Plan events
  • Onboard students and faculty
  • Keep tabs on fees and salaries
  • Monitor performance

Admin staff can oversee the entire school’s functions with the portal. They can easily perform logistical tasks like classroom assignments, plan events like field trips, games, education fairs, etc., as well as onboard students and faculty.

Onboarding students and faculty is seamless, with a 360° view including their contact information, classes, leave application, counter, and fee/salary breakdown.

Admin can keep an eye on student and faculty attendance as well as performance so they can better monitor the institute’s performance. They can also keep parents updated on their ward’s activities as well as the school’s activities.

With the education portal, admin staff can also block course and examination rubrics easily once passed by the faculty.

If you’re in the education industry, you’ve seen the benefits and the operation flow. Integrate a portal from a reputable portal solutions company that also specializes in tailoring their solution to best fit your need and you’ll see smoother operations!

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How Sales Territory Optimization Can Benefit a Business https://www.crmsoftwareblog.com/2022/11/how-sales-territory-optimization-can-benefit-a-business/ https://www.crmsoftwareblog.com/2022/11/how-sales-territory-optimization-can-benefit-a-business/#respond Tue, 15 Nov 2022 04:12:09 +0000 https://www.crmsoftwareblog.com/?p=49599 For a rapidly growing business, sales territories outgrow boundaries all the time. If your current boundaries are not growing, it is time to re-evaluate the whole structure and improve strategies …

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For a rapidly growing business, sales territories outgrow boundaries all the time. If your current boundaries are not growing, it is time to re-evaluate the whole structure and improve strategies to serve your customers best. 

That is when the Dynamics 365 map plugins step in. This tool helps you visualize the CRM data on a map and analyze it wisely. You will have insights into maximizing your efforts by making subtle changes in the territory structure.

You might find it intimidating where to start. But we have got you all covered. We will share all the information that you will need to optimize the territories, why you need to do it, and what benefits you will have after optimizing it.

What is Territory Optimization & Why do Businesses Need it?

Businesses optimize territories to align the workload and the resources (sales team) to obtain the best possible outcome.

Usually, territory optimization is conducted at regular intervals to maintain the desired output. Some of the reasons why companies undertake territory optimization:

  • Changes in marketing strategy
  • Addition of a new product
  • Poor coverage of territories
  • Increased cost due to inefficient routes
  • Duplication of efforts in the sales team
  • High resource turnover due to unequal distribution of territories 

All these reasons directly or indirectly affect sales revenue, customer service, and employee work satisfaction.

If you don’t want to fall into this trap, it is advisable to optimize territories regularly. To do so, you can do it manually or with the help of a tool.

Optimizing territories manually is time-consuming, and you might end up not optimizing it entirely. But if you use a tool, you can optimize them smartly. 

The tools display all the Dynamics 365 CRM data on a map. You can make a freehand drawing to make a custom territory, use geometrical shapes, or divide it based on regions (city/state).

With such mapping tools, you have more control over the whole process, and the territories created would be even. Even client distribution in territories will make it easier for you to distribute work to the sales team.

Benefits of Territory Optimization

Let’s have a look at the benefits of optimizing a  territory. Once you learn about them, you will clearly see how easy it is to optimize a territory using a mapping tool. It will also help you discover how to improve your sales team’s performance and increase revenue.

  • Increase in Revenue

By just making changes in territories, you can increase sales revenue by upto 7%. But what are the reasons that lead to growth in the sales number?

To start with, territories created with the mapping tools distribute clients evenly. It eliminates coverage gaps. Thus, work will be distributed equally when you assign territories to the sales team. Sales reps have enough time to research and know about the prospects. 

When sales reps spend enough time with the prospects, they feel valued and cared for. This will help your organization close more deals, receive good reviews, a surge in referrals, more upsells, and more to boost revenue.

There are other benefits that your leverage after optimizing territories. However, increasing revenue is more than enough to convince organizations to regularly and smartly create territories and find good tools to help them achieve these.

  • Reduction in Cost

Now that you know how to increase the revenue, one more thing you can do to increase it more is by reducing costs. Resources are assets for a company. It is in your hand how you want to make the best use of their ability. Territory management or optimization is one way.

The market is changing every day. You can have a competitor the next day. All this means you must keep updating your strategies because there is no definite way that you can follow them for a long time.

For instance, you have a new competitor in town. You would see a change in customer demand, your customers might prefer them over your products. 

All this means the number of customers you have will constantly change. You can’t have a fixed number of sales reps assigned to one territory for long. You have to make changes in the number of resources you assign to a territory.

With a mapping tool, you can constantly tweak the territories so that sales reps don’t have to overwork or lack to reach the monthly target because of less number of clients to approach. 

Apart from territory management, mapping tools help sales reps with optimized routes to reduce the number of miles. Reduction in the number of miles means lesser fuel consumption, hence less cost. Hence, the cost will reduce sharply when you have the right amount of resources distributed across the territories. 

  • Save Time

Sales teams find territory management difficult as it is a long process to divide the geographical areas and create territories. If the territories are huge, sales reps will have to spend more time covering clients and have to travel more. 

Alternately, if the territories are small, sales reps won’t have enough customers to justify their time and the expenses of traveling. Hence, the key is to find the right combination between time and expense.

This is when a mapping tool can help you create territories while keeping in mind the travel time and how you can reduce it. It is a boon for your sales team and, of course, your company.

  • Improve Sales Reps Productivity

The job of the sales rep is draining. They spend long hours driving from client to client. The overall experience can be exhausting. Due to this reason, if employees start leaving, it will be challenging for an organization to find new ones and maintain the workflow without any breaks. 

However, territory optimization can reduce burnout rates. Optimized territories help you divide the equal amount of work between sales reps. Thus, everyone will have equal opportunity. No sales reps have to overwork just to keep up with the work given. This helps them give proper attention to all the clients or prospects to make the most sales out of the assigned territory.

When you don’t distribute territories equally within the sales team, it directly impacts their performance. Their sales number can reduce by 14%. Hence, optimized territories help balance the sales reps' workload and give them equal opportunities to excel in work.

  • Improve Customer Experience

Organizations want their customers to stick with them for years. When you (the organization or your sales team) have a good relationship with the customers, customers feel comfortable purchasing from you. These relationships get strangers, which helps in converting customers into loyal customers.

When sales reps have a lot on their plate, they are not able to put that extra effort into building relationships. Customer satisfaction level might drop down. But if you merge your territory planning with the customer service goal, it will become easier for sales reps to provide high customer satisfaction.

How to Find the Right Tool for Your Business

There are a lot of tools available in the market, but not all tools work for all businesses. Firstly, you need to decide whether you want a separate tool or a plugin that seamlessly integrates with your Dynamics 365.

Adding one more tool for your employees can impact their efficiency as they already use multiple tools on a daily basis. But if you invest in the plugin, it will integrate with your CRM and ease a lot of your work, plus you won’t have to manage one more tool.

These plugins have all the features that a sales team would need, like territory management, route optimization, resource management features, appointment tracking, and whatnot. It is a complete package that reduces repetitive tasks, improves productivity, helps improve sales, and reduces costs to an organization.

Try the free trial versions of these plugins. Check whether it fulfills your business requirements. Ask the development company whether they make custom changes at your request (if you need changes in the plugin). If you feel convinced after all these, enroll in their subscription plan. Dynamics 365 users just need to search Dynamics 365 map plugin, and you will have a list of providers.

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Holiday Hacks: Stay Productive this Holiday season with Microsoft Dynamics 356 CRM productivity apps! https://www.crmsoftwareblog.com/2022/11/holiday-hacks-stay-productive-this-holiday-season-with-microsoft-dynamics-356-crm-productivity-apps/ https://www.crmsoftwareblog.com/2022/11/holiday-hacks-stay-productive-this-holiday-season-with-microsoft-dynamics-356-crm-productivity-apps/#respond Mon, 14 Nov 2022 09:30:45 +0000 https://www.crmsoftwareblog.com/?p=49583 Holiday seasons are a challenging time for organizations to maintain their productivity levels. Even with dedicated and skilled staff, it can be difficult during busy times of the year such …

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Holiday seasons are a challenging time for organizations to maintain their productivity levels. Even with dedicated and skilled staff, it can be difficult during busy times of the year such as the December holiday season. With competing personal and professional priorities, all the extra year-end obligations—from audits to financial reporting to celebrations—often leave employees stressed about the holiday deadline. But don't worry; with Inogic, you can finish the job you need with maximum efficiency. With the Inogic Marathon Webinar Series, let's learn how to enjoy our most productive vacation during this busy time of year.

Whether it is our newest Gamifics365– Gamification app for Dynamics 365 CRM to motivate, engage and increase user adoption, or App Integrations like MailChimp Integration, QuickBooks Integration, Auto Tax Calculator, & Subscription and Recurring Billing Management to streamline Document Management in Dynamics 365 CRM/CE with Attach2DynamicsSharePoint Security Sync improving productivity with Click2CloneAlerts4Dynamics, Click2ExportUndo2RestoreLead Assignment and Distribution AutomationUser Adoption Monitor or simply view the data using Visualization Apps Kanban BoardMap My Relationships, Inogic has always been a hub of unique and innovative apps for Dynamics 365 CRM / Dataverse!

With the choice to join at 5 different times: 12 AM, 6 AM, 9 AM, 12 PM, and 3 PM US EST, the webinar Marathon may be just what you need this holiday. The Upcoming webinars are

Webinar #3: Dynamics 365 Mailchimp Integration: A Unified View of Marketing Insights for Your Sales!
November 16, 2022

This webinar houses Marketing4Dynamics, through which users can seamlessly integrate Dynamics 365 CRM with Mailchimp. Marketing4Dynamics syncs customer and their marketing statistics data in both applications to bridge the information gap between the Sales and Marketing departments.

Register Now!

Webinar #4: Automate, Simplify, and Manage Recurring Billing, Subscriptions, and Tax Calculations in Dynamics 365 CRM
November 30, 2022

In this webinar, we’ll learn how Inogic’s Microsoft AppSource preferred Subscription and Recurring Billing Management App simplifies the entire sales activities with automated billing capabilities to automate your manual billing.

Register Now!

Webinar #5: 1 Click to Restore/ Export/ Clone: Boost your Dynamics 365 CRM Productivity with just 1 Click! 
December 7, 2022

This webinar hosts our popular suite of 1 Click Productivity Apps - Click2CloneClick2Export & Undo2Restore, through which just with one click, you can get your tasks done. Through the use of these apps, Dynamics 365 CRM users can automate tasks and reduce their day-to-day workload with just a simple click.

Register Now!

You can also click here to view previous webinars of the Marathon Series.

Attend our webinars to get comfortable and allow yourself to relax post-holidays. To learn more about Inogic apps, download a free trial of our preferred apps from our website or from Microsoft AppSource with a 15 days trial period. Our expert support team is always there for you and for further details, simply mail us at crm@inogic.com for a personalized free Demo or other queries.

Let's make the most of the holiday season… Happy Holidays!

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Top 10 Benefits of Scheduling Your Day Using Dynamics 365 Calendar Plugin https://www.crmsoftwareblog.com/2022/11/top-10-benefits-of-scheduling-your-day-using-dynamics-365-calendar-plugin/ https://www.crmsoftwareblog.com/2022/11/top-10-benefits-of-scheduling-your-day-using-dynamics-365-calendar-plugin/#respond Mon, 14 Nov 2022 04:29:25 +0000 https://www.crmsoftwareblog.com/?p=49577 Do each of your employees have their own calendar and Dynamics CRM task to create and maintain? If the answer is yes, then your employee's productivity is being hampered by …

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Do each of your employees have their own calendar and Dynamics CRM task to create and maintain? If the answer is yes, then your employee's productivity is being hampered by such repetitive chores.

Employees also frequently discover after scheduling a meeting that some of their coworkers have other obligations. Alternatively, the participants may be absent or arrive late even if a meeting is correctly scheduled. Your staff may feel uneasy in such circumstances.

If your staff has these problems, you need a calendar to keep their schedules organized and provide real-time reminders, so they never miss anything.

Calendar plugins simplify scheduling, rescheduling, canceling, and managing meetings. Here are some of the benefits of a calendar plugin:

  • Available for all

Any employee of your company, in-house or remote, can easily schedule meetings and send invites. Using a calendar plugin, you will have access to meeting scheduling. These plugins are mobile-friendly, so employees are not bound to use their desktops or laptops to schedule a meeting. All the calendar functionalities are available on smartphones.

  • Zero Errors

It is highly possible to make a mistake in the date or time if you manually schedule a meeting or just forget to enter the meeting in your calendar.  If you have numerous clients to meet daily, the chances of these errors arise. But with a calendar, you can schedule a meeting much easier. As a calendar plugin is integrated with Dynamics 365 CRM, it fetches all the CRM data. So while scheduling a  meeting, it becomes easy for you to invite users. 

  • Saves Time 

If you do everything yourself, it might be a lot on your plate. Creating a task or assigning it to your team members is easy with a Dynamics calendar plugin. You can drag and drop the details as your calendar shows the data from CRM. You can color code tasks and meetings according to the projects. It becomes visually easy to find what you are looking for. 

As the Calendar is synced with the CRM, any updates or changes in the status of tasks can be easily done from the calendar. So, if you complete a task, you can change its status from the calendar, which will also reflect in the CRM. Thus, you don’t have to update the same thing at two different places.

  • Avoid Meeting Time Conflicts

A lot of meetings get canceled or have to be postponed because invitees are busy with other meetings. This is a very common situation that a lot of employees go through. Just because of time conflicts, the meetings have to be rescheduled.

But what if the calendar warns you that the invitee you have selected will be busy in another meeting? Thus, the meeting organizer will know that the person is already busy in another meeting. Hence, they can check their availability and set the meetings at another time rather than canceling them at the last moment. 

  • Provide the Best Customer Experience

One thing that sets you apart from your competitors is your relationship with your clients. For that, you need to smoothen the communication path with them and build their trust. A calendar can open new doors to improve your bond. Calendar plugins make the appointment scheduling process easy for your customers.

You can share your calendar with the clients, and they can book appointments with you. The link will show your availability with the time slots. They can choose their preferred time zone, and the timings will reset accordingly. Once they select a time slot and confirm the appointments, you and the customer will receive a meeting link with all the required details.

Customers appreciate the easy way to connect with you, which would help you build trust as they know they can connect with you easily. It also signals that customers feel it would be easier to work with you and would like to stay connected. Thus, hassle-free booking links are better than the long, boring forms that otherwise cause clients to abandon.

  • Save Money

Processes like appointment scheduling are automated, so there is no requirement to recruit an admin staff who takes client call booking. Thus, no need for data entry and sending emails. All these processes are automated with the calendar plugin.

A calendar will show only the time slots you want customers to see. Once they confirm the appointment with a one-time slot, the calendar will block that particular times-slot for others. So, no conflicts in meeting timing so that you never lose an important call.

  • Fulfills Different Requirements

Different departments in a company function in different ways. This means they would have different requirements. For instance, your sales team would have different requirements than the marketing or development teams. Hence, the calendar requires configurations based on user types to make the best use of it.

The calendar plugin has features that allow you to configure entities per your requirements. For example, the sales team can have attributes they need, like a list of leads and clients, whereas the development team can have testing, designing, etc., as their attributes. 

The plugins also allow you to save the calendar with different entities. Hence, users have the flexibility to choose the entities and save them for future use.

  • Reminders

The calendar’s basic yet useful feature is reminders. Reminders are a must when it comes to reaching meetings on time. It is natural to forget a meeting if you have multiple in a day. No one likes to reach a meeting late or forget it at all.

This is why we need reminders. Reminders give users time to prepare themselves before the meeting and reach on time. Calendar plugins give the flexibility to choose the reminder time. The calendar sends emails and push notifications to notify the user about the upcoming meeting.

Furthermore, calendars also have different views, like list view, agenda view, timeline view, etc., for users to choose from. Users can also configure the calendar using different colors. They can assign colors to projects and tasks for better visualization. 

Sometimes, users complain that they have to open all the meetings to see the meeting details. But with the Dynamics calendar plugin, you can see all the details by hovering the cursor over the meeting, and it will show all the important details.

Additionally, they have different views for the calendar, making it easy to view all the tasks added to it. You can configure different colors for different tasks for better visualization. Also, when you hover over the meeting, it will show other details of the tasks.

  • Calendar Sharing

Scheduling meetings with multiple invites is hard as you need to consider the schedules of all the invitees. It is time-consuming to ask all the invitees for their availability and then schedule a meeting. To avoid this, you can simply share calendars with colleagues using the calendar plugin. 

Thus, anyone organizing the meeting can view their calendar and then schedule a meeting. So, you don’t have to wait for responses from invitees on whether they are free or not at a particular time.

This works best for senior employees who are usually occupied in meetings. Their team members struggle to find the time when they can discuss with them. But if the managers can share their calendars with their teammates, it would be easier for the team. 

  • Mobile-friendly

It becomes mandatory for daily planning tools to be mobile-friendly. Your employees might have to go out of the office for work. If the calendar app works on the phone, it would be easier for them. They can be right on their schedule without missing an appointment or task. 

A calendar would send them reminders of meetings or any upcoming tasks. They can keep the calendar updated from their phones if there are additional changes in meetings, events, tasks, etc. Usually, calendar plugins are not only compatible with mobile phones and tablets, web apps, and model-driven apps.

Wrapping Up

The Dynamics 365 calendar is a quick and easy approach to increasing staff productivity. You can monitor employee productivity based on the tasks an employee accomplished before the deadline. On the other hand, users can easily manage their tasks and activities and independently update the task status.

You can hunt for a business that offers a Dynamics 365 calendar plugin if you want to take advantage of all these features. After that, they will also assist you with the entire integration process. If you need to decide whether to buy the product, test it out for free for a few days to see if you enjoy it. This would guarantee that your money is being invested properly.

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How Route Optimization Can Help Your Sales Team https://www.crmsoftwareblog.com/2022/11/how-route-optimization-can-help-your-sales-team/ https://www.crmsoftwareblog.com/2022/11/how-route-optimization-can-help-your-sales-team/#respond Fri, 11 Nov 2022 04:20:42 +0000 https://www.crmsoftwareblog.com/?p=49572 Did you know? An average sales rep travels almost 2000 miles per month. Considering current gas prices, it leads to a huge amount for a company to pay for all …

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Did you know?

An average sales rep travels almost 2000 miles per month.

Considering current gas prices, it leads to a huge amount for a company to pay for all the traveling that happens.

As a company owner, you would want to reduce the cost as much as possible!

You cannot control gas prices, but you can cut down the number of miles.

Route optimization is the solution to reducing miles. 

With route optimization, you can reduce upto 20% of total miles. You will save fuel charges on these miles as well as your sales reps will be able to handle more clients and bring in more sales for the company. 

So you have dual benefits if you use route optimization for your sales team. 

In case you don’t have a deep understanding of what route optimization is or how it works, keep reading.

What is Route Optimization?

Route Optimization creates a route that takes lesser time and distance to reach the destination. So you will save time and money if you have such a feature in your software.

It is something similar to what we all use on a daily basis, Google Maps. But you want something that allows you to enter more than two locations. 

Moreover, it becomes difficult for the sales reps to keep entering the client locations every time they want to meet another client.

That is why Dynacmis 365 map extension is the perfect solution. It integrates with the CRM itself. So you don’t have to manually enter any data. It will automatically fetch all the details and design routes for you.

You might have specific demands like avoiding toll booths, narrow roads, road closures, etc. You can add all those filters while you search, and you will have a route that avoids all the factors you want.

How Does it Work?

As all these calculations to find the best and the shortest routes are not manually feasible, so they are done with the help of algorithms. It quickly compares different scenarios and delivers accurate results. 

Why Your Business Needs a Route Optimization

A lot of businesses have already started using route optimization because of the ease and benefits it brings with it. There are challenges that organizations face when they don't have such advanced features. We have listed some of the challenges that you might be facing and how route optimization can save you from those troubles:

Challenge No 1: Inefficient Routes Equivalent to Wasting Time

Sales reps either figure out routes themselves if they are familiar with the area they are assigned or use Google Maps. They might know the route, but they might not know that there has been some unfortunate accident and the road is blocked. They might take that route and get stuck in the traffic. It means they might not be able to reach their destination on time. Hence, it is a clear waste of time and fuel when we don’t have any reliable tool to find the best route.

Solution:

The route optimization feature is the solution to this time-eating problem. You can either invest in software that offers only route optimization, or you can invest in a plugin that offers route optimization along with other features that can be extremely helpful for your sales reps and you. This plugin integrates with your Dynamics 365, and you will have access to advanced features in your CRM. These plugins are made keeping in mind the challenges sales reps face and how they can be simplified with different features.

Challenge No 2: Low Productivity of Sales Reps

Just because they don’t have any specific tool to plan their whole day, they usually have to do a lot of back and forth to the same area as they visited in the morning. Sales reps have multiple clients to visit in a day. They have to add address one by one in Google Maps to have directions to client locations. But what happens is they can’t figure out which clients are near to each other so that they can visit them in one go? So, they have to keep revisiting the same area multiple times. Thus they travel more due to lack of efficient tools.

Solution: 

Location Intelligence tools are beneficial in increasing your employee's productivity. Route Optimization designs the route with all the client locations they have to visit in a day. It will also show by when they will reach the desired location. Thus, sales reps can efficiently work and reach the location on time. Thus, they would never miss a meeting or reach late.

Challenge No 3: Inefficient Planning and Scheduling

When sales reps are assigned the client list for the day, they either take the list from the top. Or if they are familiar with the area assigned to them, they will manually try to figure out what locations are nearby. In case they are not familiar with the region, they will just go one by one. This shows the clear inefficiency in planning. Without a proper schedule, they won’t be able to bring in the desired results. You might have fewer sales than expected.

Solution:

Without planning the day, there are high chances your sales reps might not reach the client location on time. This will be a negative impression on your brand image as well as the customer experience that you wish to provide. If sales reps have their day planned, they will be able to achieve all the goals they have for the day, which includes reaching clients on time and not missing any appointments. 

Challenge No 4: Increasing Fuel Cost

There is nothing much we can do about fuel prices. As we all know, any national or international emergency can boost fuel prices. So, from a company's profit point of view, you have to keep an eye on how much it is costing you.

Solution:

If you can reduce the total number of miles, you will significantly reduce the cost. Companies are trying to cut costs as much as possible. Using route optimization is the best way to reduce the number of miles. Sales reps don’t have to travel extra miles or get stuck in traffic to reach the client location. This will lessen fuel consumption and, ultimately, fuel costs.

Proximity Search to Reduce Miles

Apart from route optimization, there are other features like Proximity Search that can help you reduce the number of miles.

What is Proximity Search?

A proximity search shows all the clients near your location. For instance, if you want to see how many clients you have around location A, you can search it with proximity search. Thus, it basically shows all the locations of clients in that proximity. 

How does it Work? 

Let us continue with the above example. When we enter details of a location and press search, it shows us all the clients nearby. It shows two to three concentric circles with different radii.

The radius of the circles is the number of miles you wish to go away from the center, and they are customizable. So you can add the number of miles you want, and it will show results.

How Can it Help Sales Reps?

We all know that meetings with clients often get canceled for numerous reasons. Sometimes, meetings get over before the expected time. As they have scheduled appointments with others later in the day, they have to wait until the next appointment. 

Such situations hamper their productivity, and they cannot reach their daily target. But proximity search helps bridge the gap. Proximity search allows users to see nearby clients.

They can utilize the time either by setting up a meeting with new clients or catching up with old ones. Thus, they can make full use of their time.

Conclusion

One-on-one marketing still plays a major role in many businesses. It means the company would bear the cost of traveling for sales reps. To make the best use of your team's efficiency, technology can help you on all fronts. Using location mapping tools can help you achieve your targets. Dynamics CRM users can look for Dynamics 365 map plugin. It integrates with the CRM giving you access to all the features discussed above and many more to smoothen your work process.

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What Post-Pandemic Opportunities Credit Unions Can Expect Moving Forward https://www.crmsoftwareblog.com/2022/11/what-post-pandemic-opportunities-credit-unions-can-expect-moving-forward/ https://www.crmsoftwareblog.com/2022/11/what-post-pandemic-opportunities-credit-unions-can-expect-moving-forward/#respond Fri, 11 Nov 2022 00:23:44 +0000 https://www.crmsoftwareblog.com/?p=49567 The pandemic brought not only economic downturns and slowdowns, but also radical changes in consumer behavior. This is especially true as it pertains to banking preferences. There have been revolutionary …

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The pandemic brought not only economic downturns and slowdowns, but also radical changes in consumer behavior. This is especially true as it pertains to banking preferences. There have been revolutionary advances regarding digital banking, and the consumer’s need for excellent service has never been higher. This is largely due to the remote/digitally interactive way many people have conducted business since the pandemic. Mega commercial banks are staying abreast of these trends and adapting their business and technological infrastructure. To capitalize on these post-pandemic opportunities, credit unions must rise to the challenge of meeting these demands by being more adaptive and innovative than ever before.

With the right credit union technology, this can be accomplished. The unending impact of the pandemic and changing consumer patterns are not the only concerns that lenders will have. In addition to the need to stay competitive in the financial sector is the critical demand to comply with regulatory standards that are ever-changing and increasing in scope. In 2021, there was a radical shift in the regulatory compliance landscape for credit unions. There have been an overwhelming number of regulatory changes, in addition to increased enforcement and more arduous audits. Here is a more in depth look at the primary regulatory-related trends credit unions must adapt to during these unprecedented times:

Keeping Current with Regulatory Change

A  Wolters Kluwer study from 2021 showed that almost every sector of banking ranks “keeping up with regulatory change” as the biggest piece of the regulatory burden pie.

It can be a lot to handle when lenders need to adhere to what the changing compliance factors are while maintaining the existing ones. On top of that, for fiscal years going into 2023, Current Expected Credit Loss or CECL standards will go into effect for mandatory compliance from credit unions.

Customers are also demanding to be able to invest in quality cryptocurrency. A recent study from Reuters shows that nearly half of all 2022 cryptocurrency owners from the United States, Latin America, and the Pacific bought their digital assets for the first time in 2021. These numbers will only continue to grow. That means credit unions have to figure out a way to offer these services to customers and follow the vacillating NCUA guidance for working with third parties on crypto goods and services.

Digitalization to Meet Regulatory Requirements and Deliver Proof of Compliance

The hot button issues being faced today and for the foreseeable future are compliance and reputational risks. Even though we are living in an increasingly digitalized world, many businesses (especially small ones) are still operating under manual processes.

But what happens when regulators show up, request hard copies of lending logs and they can’t be located? What do you do when excel crashes on a local hard drive and a year’s worth of compliance management labors are gone?

A minor glitch in technology can equate to a major loss of data. This is where regulatory compliance and digitalization meet. Changing regulatory requirements is an unmanageable task without digitalizing credit union processes and maintaining up to date host technology.

Because of regulatory change, having the proper management program in place is vital to a credit union’s success. Trying to keep up with the planned and unplanned is just not feasible anymore. Especially with risks being more complex than ever before.

Providing the security, clarity, and flexibility needed to meet both regulatory and member standards is no small feat. To accomplish this credit unions will need a digital risk management process that is both methodical and automated. There are many post-pandemic conversations being had regarding automation. These include the use AI for loan decisioning, and mechanical process automation through robotics.

Investment in automation is calculating and forward-thinking, but also comes with stipulations. Regulations have to be met and upheld. The best way for these items be managed is using a digital system. The same will pertain to self-service options via portals, apps, and other online tools and services.

An ERP system capable of tracking the regulation of digitalized lending services and payment options can help credit unions better prepare for audits. All while reducing the risk of fraud.

In addition to regulatory challenges, credit unions are currently encountering other obstacles. Loan default risk, inflation concerns, business resilience and adaptability, and climate-related financial risks are just a few of these. The financial services industry grows concurrently with globalized mega banks. This means credit unions that have a desire to thrive in the lending ecosystem will need to embrace these new technologies and services. This is imperative to ensure control of their regulatory and fiscal future.

Your Credit Union can address the post-pandemic world with the help of HSO and Microsoft

With solutions powered by the Microsoft platform, including Microsoft Azure and Dynamics 365, HSO can help your credit union. HSO’s Credit Union Blueprint is designed expressly to provide you with the ability to attract new clients, manage your campaign, and retain clients. While helping defend against fraud and simplifying the customer onboarding process, Credit Union Blueprint provides control over all aspects of your business, allowing you to capitalize on post-pandemic opportunities. These aspects include...

  • A 360-degree view of customers and prospects
  • Member management
  • Pipeline management
  • Engagement tracking
  • Marketing automation
  • Reporting and analytics

HSO's Credit Union Blueprint and financial services experts can put technology to work for you today.

 

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4 Advanced Features to Have in a Calendar Plugin https://www.crmsoftwareblog.com/2022/11/4-advanced-features-to-have-in-a-calendar-plugin/ https://www.crmsoftwareblog.com/2022/11/4-advanced-features-to-have-in-a-calendar-plugin/#respond Thu, 10 Nov 2022 06:07:31 +0000 https://www.crmsoftwareblog.com/?p=49554 Calendars are best for planning and managing the day; some like to pen it down in a daily planner, while some like to use an app. We all have used …

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Calendars are best for planning and managing the day; some like to pen it down in a daily planner, while some like to use an app.

We all have used a calendar app in one way or the other. Organizations use it extensively to manage meetings and daily schedules.

However, adding one more app when they are already using multiple tools for different reasons hampers productivity. 

A lot of people have said that they only use calendars for meetings and stopped using them for task management because it was consuming a lot of time. They had to update the task in the calendar and CRM (usually where tasks are created). They could not maintain the same thing at two different places, so they gradually stopped.

That is why we suggest users go for the calendar plugin. Invest in a calendar plugin that integrates with your Dynamics 365 so that you don’t have to manage one additional tool. Moreover, it will also eliminate the need to update tasks at two different places. Updating task status from the calendar will update it in CRM and vice versa. 

Calendar tools are everywhere. But the major perk of having a Dynamics 365 Calendar plugin is saving time in creating and updating tasks, meetings, events, etc. because Dynamics 365 CRM has got your back. No need to add information manually, the plugin will fetch it for you!

We all have used and are familiar with the basic features of calendars, like meetings, scheduling, and task management. But calendars have become more advanced these days. These features help you overcome the challenges you face in finding the availability of invitees while scheduling a meeting. Let's discuss some advanced features that might be a game-changer for you or your employees.

Features to Simplify Meeting Scheduling

Every organizer trying to find an ideal time for a meeting that works for all the invitees is frustrated because they have to keep rescheduling the meeting as someone is busy. Or they have to text or email all the invitees individually and ask for their availability. They have to wait until all the invitees answer and then decide a time. There are high chances of human error, and after all these processes, you might still have to reschedule the meeting because you forgot to consider a time slot when someone was busy. To simplify this process, we have listed features that can help you simplify the scheduling process. 

  • Meeting Polls

If employees are spending hours of their day just to schedule meetings because they are involved in multiple projects, it is clearly impacting their productivity. 

Rather than them asking schedules of all the invitees, you can just have a poll. The poll includes the date and time of the meeting.

The poll will be shared with all the invitees. Once everyone is done voting, the date and time of the meeting will be finalized. 

Thus, the meeting organizer has to just create the poll and share it. They don’t have to check the availability of the invitees personally.

This will save a lot of their time so that they can focus on more productive work.

  • Shareable Calendars

The other way to make the meeting scheduling process easy is with shareable calendars. To eliminate the need to ask all the invitees about their schedule and availability. They can share the calendars internally. 

So, anyone organizing the meeting doesn’t have to ask invitees for their availability. They can check it on the calendar and fix the meeting accordingly. 

The other advantage of a shareable calendar is that it becomes easier for managers to know the schedules of their teams. So, if they have anything in mind, they can plan it accordingly.

Moreover, it becomes easier for teams to have a word with managers or upper management as they are busy with a lot of meetings already.

  • External Meetings

The challenge that most sales teams face is scheduling meetings with customers or potential customers. They might call or drop an email to which your team replies, and the meeting gets finalized. 

Sometimes, the team is not able to send replies on time, or the time of the meeting might clash with either one's schedule. The first impression of your company won’t be good if meeting schedules don’t work out in the first go.

To avoid all this, the calendars can have a meeting link feature. So, you have to add your availability, and the calendar will only show the time slots between that period.

Now, for the length of the meeting, you can divide the meetings into different types. For instance, an intro call might last upto 15 mins, a demo call can take 30 mins, and so on. So, once the user selects the type of meeting they want, the time slots will be displayed accordingly. 

Once they select the time slots and confirm the appointments, both the clients and you will receive an email containing all the meeting details. Thus, the meeting scheduling process becomes much easier as you have to just share a link with your clients or add it to your website and emails. Using that link, they can set an appointment.

Additionally, if you have clients all over the world, it avoids the confusion different time zones create. Users can select the time zone they are in, and the time-slot timings will be updated accordingly.

  • Warning Message

If you have any process or functionality to know the availability of all the invitees, you might miss something and set a meeting when someone is not available. 

To avoid such scenarios, if you have something that can instantly tell you that the invitees are busy in another meeting at the given time, things would be easier. This is when warning messages can help. 

So, when you book a meeting, you will first select the time you want for the meeting. Then one by one you will select the invitees from the list (As you have CRM integrated with your calendar, this process becomes easier). 

If you select an invitee who is already busy in someone's meeting, it will display a message showing their unavailability. Hence, you will know that the person is not available at the given time. 

You can either change the time of your meeting or ask the person if you can manage it any other way. Thus, even after using other features as discussed above, warning messages won’t let you miss anything.

Added Advantage of CRM Integration

As calendar plugins integrate with your Dynamics 365 CRM, a lot of operations become easy.

For example, all the attributes in CRM will be displayed on the screen. You can simply drag and drop them on the calendar. You can also color code and resize it according to your preference. In case you have to reschedule a meeting, you simply drag and drop it to another time slot.

You can create calendars using multiple entities and save them. This way, you can create calendars for different teams with different entities. As different teams have different requirements, set the attributes and entities accordingly. Thus, all teams can make use of the calendar to the fullest.

As CRM is integrated, you can also manage your resources schedule and leave from the calendar. You can create tasks and events for your resources and assign tasks from the calendar. Resources can apply for leaves, and managers can approve the same from the calendar plugin. So, no need to manage this data at two different places.

Wrapping Up

The calendar we discussed is for Dynamics 365 CRM users. If you are a Dynamics 365 user using a calendar as a separate tool, you are missing out on a lot of additional features.

Rather than wasting time in creating the same tasks in a calendar that you would make in a CRM, why not integrate the two so you have to manage all the things in one place?

Any changes in the task status of the calendar will instantly reflect in the CRM and vice versa. You won’t have to manually add details while creating tasks or scheduling a meeting. You have to just select or drag and drop the attributes.

You get all these extra benefits apart from the features that all the calendars already have. So, if you find this interesting and want to have one for your business, you can find a development company that already sells Dynamics 365 plugins. 

To ensure you are investing in the right tool, first, try to understand the tool in the Demo call. Then opt for the free trials, during which you can actually use all the functionalities and figure out how you can use it for your business. If you want any custom changes, development companies can customize it for you with extra charges. Once you think everything is good to go, subscribe to their yearly plan and enjoy all the advanced features every day. 

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Six Steps Towards Successfully Designing Your Customer Journey with Microsoft Dynamics https://www.crmsoftwareblog.com/2022/11/six-steps-towards-successfully-designing-your-customer-journey-with-microsoft-dynamics/ https://www.crmsoftwareblog.com/2022/11/six-steps-towards-successfully-designing-your-customer-journey-with-microsoft-dynamics/#respond Wed, 09 Nov 2022 18:19:43 +0000 https://www.crmsoftwareblog.com/?p=49540 As a marketer, it’s your job to guide potential customers along a clearly defined and carefully mapped route. This journey starts at the point of discovery before taking them along …

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As a marketer, it’s your job to guide potential customers along a clearly defined and carefully mapped route. This journey starts at the point of discovery before taking them along a path that inspires and informs until they arrive at a destination where they decide to formalize their relationship and become a paying customer.

What Does the Customer Journey Look Like?

While there are different versions of the customer journey depending on an organization's business model, prospects typically follow a five-stage process: 

  1. Awareness: The lead generation stage is where potential clients search for a solution to a specific problem and discover your business. 
  2. Consideration: When potential clients start evaluating your business against competitive offers. 
  3. Purchase/Decision: The moment a prospect becomes a customer or decides to leave your funnel in favor of a competitive offer. 
  4. Retention: Creating opportunities for recurring revenue and generating Customer Lifetime Value (CLV). 
  5. Advocacy: When customers are so satisfied with your business, they actively promote it to their peers. 

Why is the Customer Journey Important?

Defining and mapping your customer journey can be a long and tedious process, involving multiple stakeholders in your organization. However, it's essential to aligning your sales and marketing teams and offers many advantages:

  • You will be able to better target your marketing
  • The assets you create will help support the sales funnel
  • Your sales, marketing and customer success teams will be aligned
  • It will improve your customer experience
  • You will be able to better identify problem areas in your funnel

Six Steps to Success

While every customer journey is different, and not all passengers will reach your preferred destination, there are specific steps marketers can take to help make sure as many customers complete their journey as possible. As with any journey, this process requires careful planning and preparation.

We've outlined the steps below — for more detail, download our workbook.

Step #1 Document Your Resources

Before you can begin planning your various customer journeys, it’s essential to document all technical and human resources available to you to engage your audience. This process starts with a simple audit of all the potential ways a person could be engaged with your brand. including email, social media, events, website content, and more.

Step #2 What's in Dynamics?

To map your customer journey, we recommend starting with the information you have in CRM. For example, someone in the awareness or consideration stage will be a Lead with the goal of converting them to an Opportunity. You might look at where they came from (we leverage the Campaigns entity) and other vendors they are evaluating (with the Competitors entity). Bonus points if your marketing automation platform is connected to your CRM so you can see what types of content they have been engaging with!

Step #3 State Your Objectives

If you don’t know what your goals are, you’ll never know if you have been successful or not. Your objectives could be very general, focusing on items like customer acquisition or revenue. Alternatively, they could be more specific and focus on your business’s individual campaigns or product lines.

Step #4 Start with the Best Lead Source

When you start with your best lead source, you create opportunities to optimize the customer journey without overcomplicating the process. This data will also help you recognize gaps in your service which can be discussed, prioritized, and filled by focusing on specific steps of the journey or adding new engagement points.

Step #5 Who Should Be Involved?

While marketing will lead the conversation, the journey should include input from sales, support, customer success and your senior leadership team.

Step #6 Prepping for Your First Session

This is where the hard work begins. To prepare for your first meeting, choose a few clients and prospects from your named resource in Step #4 — be sure to include a variety of prospects that were won, lost or are still open so each stage is represented. Send the list out to your stakeholders and ask them to bring examples of touchpoints from each department. In your meeting, you will begin to discuss where sales is getting stuck and how marketing can help, plus other ways to improve and support the sales and marketing funnel.

Next Steps

Documenting the information collected in your sessions is essential before prioritizing next steps. Your priorities should be matched against objectives, carefully analyzed, and processes optimized accordingly. Testing strategies are also important and will help you understand whether you've been successful at an early stage. And remember — journeys aren't a one-time thing. You'll want to take your customers on as many journeys as possible and marketing's relationship with them doesn't end when they become paying clients.

Download our interactive workbook to get started today.

Have questions about the workbook or need help designing your customer journey? Contact us at expert@emfluence.com!

 

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The Five Most Important Takeaways for CRM Adoption https://www.crmsoftwareblog.com/2022/11/five-top-crm-adoption/ https://www.crmsoftwareblog.com/2022/11/five-top-crm-adoption/#respond Wed, 09 Nov 2022 13:44:11 +0000 https://www.crmsoftwareblog.com/?p=49537 Having a CRM tool is the best thing you can do to keep the business goals on track. CRM software lets you optimize marketing strategies, increase workflow, improve customer data …

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Having a CRM tool is the best thing you can do to keep the business goals on track. CRM software lets you optimize marketing strategies, increase workflow, improve customer data analysis, and more. There is so much one can do with CRM software. But, there is a way to do it. Here are a few points to keep in mind when mulling CRM adoption for business.

  1. Begin Slowly

Executive teams might waste an excessive amount of time attempting to deliver the perfect solution that will make all CRM users happy at the start. This is not the case. This is not a task that can be completed once and then abandoned. Rather than that, the CRM strategy should be a process.

Begin simple and let the CRM evolve organically. As you progress, you can make incremental modifications to address specific issues or pain spots as they arise. In this manner, you can get the tool to market faster while still considering user demands.

  1. Involve a variety of user groups

From marketing to sales to business growth, the tool’s many user categories will require diverse functionality. To ensure that the CRM solution meets the demands of all users, the advisory council should comprise representatives from each user group.

If the CRM committee is composed entirely of executive team members and does not include the people who will use the tool, engagement with the technology will suffer.

  1. Choose an Owner

CRM must be owned. A single product owner should be accountable for the CRM’s development, deployment, user adoption, and retention rates. This individual must be a domain expert with extensive knowledge of the organization’s internal politics. And, most crucially, they must be an accurate representation of the target users.

A close relationship with users ensures that the product owner understands their requirements and can create a tool that meets those requirements.

  1. Follow the Process

When upgrading and modifying the CRM, take it one step at a time. Avoid overpowering users with change.

Additionally, before making any changes to the CRM, consult with the users. Distribute a survey. Determine what would genuinely assist them in obtaining more value from the tool—in their own words. Then, when you’ve made adjustments, offer them an opportunity to submit feedback.

This method not only ensures that you can deliver what the organization desires but also saves you time and money on unnecessary deployments.

  1. Avoid information Silos

The purpose of a CRM tool is to concentrate all of the customer relationship information. However, far too frequently, relationship data does not make it into the system or deteriorates if it does – 70% of data is out of date within a year.

CRM automation saves users time and administrative tasks and makes it easier to identify connections and opportunities.

  1. Increase the CRM adoption rate with the help of dynamics marketing automation:

CRM technologies are most effective when user acceptance is high—but many organizations struggle with user adoption. To overcome some roadblocks, involve the end-users in the process, promote accountability, and examine new technologies that can automate critical but time-consuming data entry.

Request a demo today to understand how congruentX can assist you in accomplishing this goal and watching the user adoption rates soar.

It only takes a 20-minute call to learn more schedule a FREE CRM Adoption strategy session today!

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Use Cloud Flows to Consume CSV Files https://www.crmsoftwareblog.com/2022/11/use-cloud-flows-to-consume-csv-files/ https://www.crmsoftwareblog.com/2022/11/use-cloud-flows-to-consume-csv-files/#respond Wed, 09 Nov 2022 13:30:09 +0000 https://www.crmsoftwareblog.com/?p=49528 Do you leverage data from multiple applications or services? If you haven't already found a way to integrate the data between them, you should check out Microsoft Cloud Flows, which …

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Do you leverage data from multiple applications or services? If you haven't already found a way to integrate the data between them, you should check out Microsoft Cloud Flows, which are part of Power Automate and part of the overall Power Platform.

What are Cloud Flows?

Cloud Flows allow power users to build workflows that integrate a diverse set of apps and services, including Dynamics 365, SharePoint, SQL Server, Act!, Twitter and many more! Each workflow can have one trigger, such as a timer or an incoming email or tweet, and one or many actions, such as creating a Lead in your application of choice and sending a text message to a user. Most of it requires little to no code, but a Developer can help extend the functionality.

Consuming CSV files with Cloud Flows

Within the Power Platform, there are many pre-built tools that you can leverage to consume CSV files. One method is to utilize SharePoint as a repository for the CSV files and an automated flow that triggers when a new file is added to that SharePoint repository.

As of today, there are limited tools that you can leverage to parse the CSV data for transformation and consumption to your destination, but it is possible to do!  Since the data is separated by commas, this may seem straightforward to do, but you must also account for the data itself and how it can contain those delimiters.

Leveraging SharePoint here also allows you to use pre built tools within SharePoint... continue reading on www.beringer.net

 

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Why You Should Integrate LinkedIn Sales Navigator with Microsoft Dynamics 365 https://www.crmsoftwareblog.com/2022/11/why-you-should-integrate-linkedin-sales-navigator-with-microsoft-dynamics-365/ https://www.crmsoftwareblog.com/2022/11/why-you-should-integrate-linkedin-sales-navigator-with-microsoft-dynamics-365/#respond Wed, 09 Nov 2022 12:43:06 +0000 https://www.crmsoftwareblog.com/?p=49524 LinkedIn bills itself as "the world's largest professional network on the internet."  The Microsoft-owned service provides companies, employers and employees a business platform to connect and communicate with each other. …

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LinkedIn bills itself as "the world's largest professional network on the internet." 

The Microsoft-owned service provides companies, employers and employees a business platform to connect and communicate with each other. Its over 800 million members generate a tremendous amount of data each year. The LinkedIn Sales Navigator enables you to access and use the data on the platform for sales purposes. Combined with Microsoft Dynamics 365, sales teams can enjoy the benefits of both applications in one solution.   

What is the LinkedIn Sales Navigator? 

Simply put, the LinkedIn Sales Navigator is a tool within LinkedIn that lets you find potential new customers, connect with them and stay up to date on their activities on LinkedIn. 

You can choose between six different paid plans, depending on your purposes and your intended scope of usage. Once you have signed up for the plan of your choice, you can get started by searching for leads (individuals) or accounts (companies). A wide variety of filtering options help to refine your search. You can save your results in different lists to work with them later or send them direct messages, even without connecting with them first.  

In your standard LinkedIn feed, not everything is tailored to your interest, and you are also subjected to advertising. With LinkedIn Sales Navigator, you can focus your feed on your business partners, clients or potential customers and drown out the noise of posts irrelevant to your business.   

Benefits of connecting LinkedIn Sales Navigator with Dynamics 365 

Integrating LinkedIn Sales Navigator into Dynamics 365 Sales allows you to use data and insights from LinkedIn in your Dynamics 365 environment. 

Stay up to date on your prospects 

You can create records of people and companies found via LinkedIn Sales Navigator in Dynamics 365 Sales with just a couple of clicks. The great advantage: you don’t have to arduously gather pieces of information about a person yourself; instead they usually input all relevant info, like their workplace and job, on their LinkedIn profiles themselves. 

A function called Data Validation even compares data you have saved in Dynamics 365 with LinkedIn information and flags if your CRM data is outdated. For example, it lets you know when a lead has  changed their workplace.
Side note: You can only use Data Validation if you have LinkedIn Sales Navigator Enterprise.  

Track your activities in Dynamics 365 

Log all activities you perform in LinkedIn Sales Navigator, such as writing messages, back to Dynamics 365. You can also add notes to your leads and accounts. Whenever you need it, you have the activity history for every record in your CRM. 

Reach people on a personal level 

The connection to LinkedIn allows you to see if someone from your company is already connected to the prospect. If so, they could introduce you, since it is far more likely that the person will read a message from someone already in their network than from someone unknown.  

If not, you can still send them a friendly LinkedIn message yourself. You don’t even have to leave Dynamics 365 for that but can do so from within the system. 

Access your data on the go 

As a sales professional, you probably spend a fair amount of time meeting (potential) clients. Luckily, Microsoft’s Dynamics 365 apps are available as mobile versions, too. And so is the LinkedIn integration. That allows you to comfortably access not only your CRM, but also LinkedIn Sales Navigator from wherever you are. 

Use one single source of truth 

Maybe the most obvious but certainly the most compelling reason for connecting LinkedIn Sales Navigator with Dynamics 365 is that you have all the data you need in one place. You never have to go back and forth between the two again in order to find some piece of information that is only in one solution.   

Integrating LinkedIn Sales Navigator in Dynamics 365  

Now that you understand why integration between LinkedIn Sales Navigator and Dynamics 365 is a valuable idea, the next thing to know is how to make it happen. 

Prerequisites  

Your system and licensing must fulfill the following requirements in order to set up LinkedIn Sales navigator in your CRM environment: 

  • You are required to have a System Administrator security role in Dynamics 365. 
  • You need a Microsoft Relationship Sales subscription for Dynamics 365 or a LinkedIn Sales Navigator Team or LinkedIn Sales Navigator Enterprise contract. 
  • You need to enable JavaScript in your browser. 

Install LinkedIn Sales Navigator in Dynamics 365 

You are given three options to enable LinkedIn Sales Navigator for your organization.  

Install through Advanced Settings: When you are already signed in to an organization, navigate to “Advanced Settings” in your Dynamics 365 environment. Select LinkedIn Sales Navigator on the Business Management settings page. Click “Continue” in the “new Installation”-tab that opens and wait for a few minutes. 

Install through AppSource page: Find the LinkedIn Sales Navigator for Dynamics 365 on AppSource and click on “GET IT NOW.” Accept the terms and conditions. Then, select the right organization from the shown list and agree to Microsoft’s and Dynamics 365’s legal terms and privacy statements.  

 This option makes sense if you are responsible for multiple organizations and want to install LinkedIn Sales Navigator in one of them.  

Install through App Settings: Sign in to your Sales Hub app and find the “App Settings” below “Change area.” You will then see “General Settings,” where you must choose “LinkedIn integration” and select “Manage.” Click on “Enable LinkedIn integration” on the LinkedIn integration page and finish the installation.  

Validate the installation 

No matter which way you choose to install the solution, you always need to validate it. To do so go to “Settings” in your Dynamics 365 app and select “Advanced Settings.” Navigate to Settings > Customizations > Solutions and make sure the following solutions are installed: 

  •  LinkedInSalesNavigatorControlsForUnifiedClient 
  • LinkedIn 
  • msdyn_LinkedInSalesNavigatorAnchor 

Find more detailed instructions by Microsoft here or turn to us, proMX, for help. 

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4 Ways to Empower Team Collaboration Using Technology https://www.crmsoftwareblog.com/2022/11/4-ways-to-empower-team-collaboration-using-technology/ https://www.crmsoftwareblog.com/2022/11/4-ways-to-empower-team-collaboration-using-technology/#respond Tue, 08 Nov 2022 20:33:19 +0000 https://www.crmsoftwareblog.com/?p=49507 One top goal of Microsoft is to empower business teams to improve communication and collaboration. Teams can do this with the use of powerful business technologies such as Dynamics 365, …

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One top goal of Microsoft is to empower business teams to improve communication and collaboration. Teams can do this with the use of powerful business technologies such as Dynamics 365, SharePoint, Microsoft 365, Power BI, and many more. Explore below how the implementation of various Microsoft Technologies can lead teams to more efficiently work together, and how simplifying business processes allows businesses to scale to new heights.

Manufacturing Organization Improves Team Productivity

A manufacturer of oil and gasoline needed to improve communication and collaboration within their business teams. JourneyTEAM content and collaboration architects worked with the manufacturer’s technical team to organize their documents with SharePoint as a document repository. SharePoint allowed them to have optimum document-sharing abilities, allowing team members to collaborate in a secure, central location.

By connecting SharePoint with teams’ configurations that have sensitivity labels, only users with certain credentials could access confidential documents. Additionally, with the implementation of Microsoft Teams, team members were able to improve business processes by having their documentation lifecycle tasks easily trackable. These task management solutions drove efficiency in document storage, collaboration, and communication within their internal teams.

Dynamics 365 Field Service to Improve Project and Resource Coordination

Service companies of all sizes and industries often included a field service element where a resource is sent to install or repair a product at various locations. Such companies often struggle to manage their technicians or resources, and thus collaboration is limited. Dynamics 365 Field Service is an efficient mobile solution that allows technicians to create and update vital records, and inform the rest of the team of project details and information. Technicians can monitor and update work order completion, and track inventory consumption with or without an active internet connection.

Dynamics 365 Field Service records update locally and sync with the online database seamlessly the next time the device connects to the internet. This allows technicians and business leaders to track and coordinate where resources are, what inventory they need, and where and when to send the other technicians. Dynamics 365 Field Service allows service teams detailed insights on how to manage their resources and how to collaborate on jobs most effectively.

Streamline Collaboration and Content to Improve Project Management

One financial firm had restricted data accessibility, limited document management, and difficulty connecting to and communicating with one another using collaboration tools. As the firm’s remote workforce rapidly increased, the need for successful internal distribution of information grew rapidly, forcing the firm to rethink document accessibility and content management. This organization needed to migrate to a modern Microsoft 365 environment to gain the collaboration capabilities they were after. They were able to benefit from the use of Microsoft Teams and the internal chat method that connects directly to OneDrive so their users can co-author documentation and communicate with fellow colleagues instantaneously.

By also implementing SharePoint in the Microsoft 365 stack, they now have documents available at their fingertips when needed—and with surety these documents are secure. By modernizing to Microsoft 365, this team increased their communication and document-sharing capabilities and were able to more quickly complete tasks which led to highly successful projects.

Power BI to Automate Reports, Reduce Manual Errors, and Save Time

One medical device manufacturer JourneyTEAM has also worked with services thousands of customers in over 74 countries worldwide. Because they have such a wide distribution with disparate systems sending and receiving data, they needed a way to unite their data in one location to simplify access and collaboration for users. Users were specifically struggling with the time-consuming, manual, error-filled data-inputting processes.  Because the data-gathering process directly affected more than 300 employees, they desperately needed to simplify and automate data processes in order to save time and resources and thereby lead to increased collaboration.

By implementing Power BI, employees were saved from continually performing mundane tasks, as it gathered and sorted data for them automatically. With users visualizing data in Power BI, they were quickly able to uncover actionable insights and easily create detailed reports for company executives to track products and growth. With Power BI, all company data is easily accessible in a single location, always consistent, and refreshes automatically every 24 hours. Employees can collaborate and edit data no matter where they are located, and can now spend more time working on other, more complicated tasks.

Conclusion

These are just 4 ways and benefits of various Microsoft technologies, and how they can empower business teams and drive collaboration. JourneyTEAM has vast experience across industries customizing these solutions to meet the need of your growing business. Speak with a representative today about any questions or implementation help.

 

 

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Healthcare Portal: Streamlining the Pharma Workflow https://www.crmsoftwareblog.com/2022/11/healthcare-portal-streamlining-the-pharma-workflow/ https://www.crmsoftwareblog.com/2022/11/healthcare-portal-streamlining-the-pharma-workflow/#respond Tue, 08 Nov 2022 08:00:33 +0000 https://www.crmsoftwareblog.com/?p=49509 The pharmaceutical industry is more layered and complex than meets the eye. It has to follow a bunch of rules and regulations in terms of patient data, medicines, and as …

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The pharmaceutical industry is more layered and complex than meets the eye. It has to follow a bunch of rules and regulations in terms of patient data, medicines, and as a business itself. A pharmacy is, in a way, a store. And a store has to manage a number of things, from inventory, and staff, to customers and vendors. 

There are various tools that a pharmacy uses to manage all this, namely a customer relationship management tool, inventory management tool, and so on. Some things it might even be doing via phone calls or emails, like vendor management, partner invoicing, etc. 

This is where a customer portal can come into the picture to help manage all these aspects seamlessly, with proper regulatory compliance. Anyone using a Dynamics CRM should integrate a Dynamics 365 portal to elevate their pharmacy, as it fulfills customer-facing operations as well as business processes. 

A large pharmacy sells two kinds of medication: over-the-counter drugs and contolled/prescribed medication. 

Let’s see how a Dynamics 365 portal can streamline operations for a pharmacy. 

We will take it up in two levels: 

  • Over-the-counter medication:

To sell this type of medication, a pharmacy can use a mobile app or web store, and it works like any ecommerce store. Customers make an account, browse the medication or general items like bandaids, personal hygiene products, etc., make the payment, and check out. They can have these delivered to their desired address or pick them up from the pharmacy. 

  • Prescription medicines: 

There are a few more steps to buying and selling prescription medication or controlled drugs. Traditionally, this is what the process of getting prescribed medication looks like in a store: 

  1. The technician has to check the prescription to ensure the correct name, doctor’s information, signature, and date of the prescription. 
  2. Then they scan it to have it fed into the pharmacy portal so that later we can put in the customers’ personal and prescription information. 
  3. After this, details of the medicine, like the dosage, the time to take medicine, how to take it, and if there are refills required, all of this can be typed in.
  4. Ordinarily, the pharmacist informs the patient about the side effects of the medication or asks them to read the leaflet that comes with the prescription. 
  5. If the patient has any allergies, the pharmacist verifies them on the prescription. It could so happen that the patient is new and their allergy section has missing information, then the system will raise an alert, and the pharmacist can ask them about it. Pharmacy techs can ask the patients about these health conditions or allergies when they come in to pick up their medication and then add it to the system.
  6. In doing this, the portal can corroborate with the patient’s insurance agency and check whether the medication is covered by them or not. 
  7. Once it has been checked out by the insurance agency, the pharmacist can confirm the prescription and print it out. Then, it is filled and given a recheck. Depending on the drug, they will either put it in a bin or a refrigerator. 

Should there be any change in the patient’s therapy or if there is a new prescription, the pharmacist can advise them. Pharmacists make proper documentation of this. They do not need to ask for an ID for every controlled medication. However, IDs are asked when buying C2 drugs such as Adderall, Percocet, Norco, Hydromorphone, Morphine, etc. 

Now that we know what the process looks like in a pharmacy, let’s look at how the CRM customer portal shortens it. 

  • Access to Inventory

The in-house solution portal ties in with the CRM customer portal, providing a full inventory of the store, including prescription drugs and controlled medication. 

  • Access to Insurance

Not everything is covered by one insurance plan or even one insurance agency. There are tiers to it; certain tiers of insurance cover upto certain medications. It is important to check whether the patient’s insurance will cover the medication bill or you may need to charge them at the moment of selling. 

  • Barcode Scanner

To scan each prescription, in addition to doctors’ details, you can attach a barcode to your equipment and, therefore, your customer portal. Once all the details have been fed in this way, the software matches the doctor’s details in the database to the ones in the prescription, validating it. 

  • Data Configuration

The CRM customer portal can help manage the patient’s medication consumption. This helps the technician and pharmacist ensure that they do not sell beyond the prescribed limit. Moreover, it ensures that the patient is not buying too much or too little than what is prescribed, as both of these are harmful to their health. Most important of all, it keeps a record of when the patient last filled the prescription so that they do not get any ill-advised refills. 

Having seen how the portal helps, let us now see some of its benefits:

  • Since the software manages the customer’s transaction history, it inadvertently helps to regulate their medication intake and lowers the chances of drug abuse. 
  • People cannot buy the medication for reselling as the medication is so closely monitored and cannot be sold without a prescription. 
  • Checking the insurance right at the moment of the transaction from within the software makes it easier. 
  • In the case of suspicious prescriptions, the technician can check with the doctor before filling the prescription.
  • As it can keep track of the patient’s allergies or health conditions, there is a very low risk of them getting the medication they would have side effects to. 

Additionally, the system can keep track of the patient’s medication and alert the pharmacy in case of a refill. Generally, pharmacies do this for long-term maintenance medication like hypertension, diabetes, cholesterol, etc. The portal can automatically notify the patient to pick up their refills. 

Furthermore, it keeps track of the inventory of unfilled medication or medication that has not been picked up. If 10 to 14 days have passed, then you can put that medication back in stock and sell it to other customers who may need it. 

In this industry, the benefits of the customer portal solution are plenty. Here, the software works at two levels. On one level, it works like an application or an online store, where you can get medication that is mild, and necessary products, which are usually available in a pharmacy. The other level is the point-of-sale in-shop solution. These levels are in sync, ensuring that no detail of the patient’s medication intake is overlooked. This is essential because medications react to one another, whether they can be prescription drugs or controlled medication. 

The next logical step after getting your pharmacist’s degree and before starting your own pharmacy is to get this software. A customer portal development company can customize one to fit your needs. 

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Webinar Marathon 2 - Integrating Microsoft Dynamics 365 CRM Online with Intuit QuickBooks Online https://www.crmsoftwareblog.com/2022/11/webinar-marathon-2-integrating-dynamics-365-online-crm-with-intuit-quickbooks-online/ https://www.crmsoftwareblog.com/2022/11/webinar-marathon-2-integrating-dynamics-365-online-crm-with-intuit-quickbooks-online/#respond Mon, 07 Nov 2022 13:04:02 +0000 https://www.crmsoftwareblog.com/?p=49496 With the festive season kicking in, the energy, enthusiasm, and festive aura also pervades the workplace. December is a critical month, as many business owners struggle to find time for …

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With the festive season kicking in, the energy, enthusiasm, and festive aura also pervades the workplace. December is a critical month, as many business owners struggle to find time for their business during the holiday season. There are many things to do in their books before the end of the year, but the working hours that contribute to these holidays are reduced due to the rush of holidays. To help you meet your accounting needs, in our second Inogic Marathon webinar we'll look at how InoLink, a Microsoft AppSource preferred CRM integration app can help Boost Productivity this Holiday Season!

Did you know that QuickBooks Online has more than 5.3 million users worldwide?”

InoLink a preferred app on the Microsoft Appsource integrates Intuit QuickBooks Online & Dynamics 365 CRM online and synchronizes Transaction history and Aging details from QuickBooks to Dynamics 365 CRM, providing a bird’s eye view of customer information exactly as you need it. Being a cloud-based productivity app makes it possible to seamlessly process data in real-time from CRM to QuickBooks, and sync your CRM & QuickBooks to keep your customer data clean, organized, and up-to-date. Here’s a quick demo of InoLink for more details.

If this short description & the demo interest you about our product further, rush and save your seats for an exclusive session on InoLink

Webinar 2: - QuickBooks Online & Dynamics 365 CRM Online Integration- Get a 360-degree view of Customer Data!
Register Now!
November 09, 2022 | 9 AM, 12 PM & 3 PM US EST

Webinar 2 will cover the following touch points of InoLink:

  • 360-degree view of customer accounting information right within your CRM
  • Maintain data integrity across both Dynamics 365 CRM and QuickBooks
  • Real-time processing of data from Microsoft Dynamics 365 Online CRM to QuickBooks Online

What are you waiting for? Hurry up and Register Now!

Check out our upcoming webinar schedule, covering a wide range of products to improve both the speed and quality of your organizational activities. Do have a look! Registering for webinars gives you the choice of attending the webinar at 9 AM, 12 PM & 3 PM US EST based on your convenience for the webinar date. The other webinars in the series include-

Webinar 3: Dynamics 365 Mailchimp Integration- A Unified View of Marketing Insights for your Sales!

November 16, 2022

This webinar covers how Marketing4Dynamics seamlessly integrates Dynamics 365 CRM with Mailchimp by syncing customer and their marketing statistics data in both applications, thereby bridging the information gap between both Sales and Marketing departments.

Register Now!

Webinar 4: Automate, Simplify & Manage Subscriptions, Recurring Billing, and Tax Calculations in Dynamics 365 CRM

November 30, 2022

In this webinar, we’ll learn how Inogic’s advanced Microsoft AppSource preferred Subscription and Recurring Billing Management App simplifies the entire sales activities with automated billing capabilities. Business insights with SaaS metrics, subscription management, and recurring billing automation right within Microsoft Dynamics 365 CRM!

Register Now!

Webinar 5- 1 Click to Clone/ Export/ Restore– Boost your Dynamics 365 CRM Productivity with just 1 Click!

December 7, 2022

This webinar imparts how, with just one click, you can get your tasks done. Covering our popular suite of 1 Click Productivity Apps - Click2CloneClick2Export & Undo2Restore, Dynamics 365 CRM users can automate tasks and reduce their day-to-day workload.

Register Now!

If you feel that Inogic’s product offerings are the right match and want to learn more about Inogic, you can download and enjoy a free 15-day trial version of our preferred apps from our website or Microsoft AppSource. Feel free to email us at crm@inogic.com for a personalized free Demo or other queries.

Happy Holidays.. in advance ????

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4 Best Mailchimp CRM Software Integration Features of 2022 https://www.crmsoftwareblog.com/2022/11/4-best-mailchimp-crm-software-integration-features-of-2022/ https://www.crmsoftwareblog.com/2022/11/4-best-mailchimp-crm-software-integration-features-of-2022/#respond Fri, 04 Nov 2022 10:00:19 +0000 https://www.crmsoftwareblog.com/?p=49486 Business organizations with well-coordinated marketing and sales teams always outperform others in terms of growth. If it feels too good to be true, then consider some interesting facts that support …

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Business organizations with well-coordinated marketing and sales teams always outperform others in terms of growth. If it feels too good to be true, then consider some interesting facts that support this claim:

  • Marketing strategies drive more than 200% revenue growth when sales and marketing teams are well aligned.
  • Companies with coordinated departments can increase their sales win rates by up to 38%.
  • Customer retention rates are 36% higher in organizations with tightly aligned sales and marketing functions.

To achieve harmony in your sales and marketing efforts, you will need an integration solution that can seamlessly sync the sales and marketing platforms that your teams use.

Marketing4Dynamics, a Microsoft AppSource preferred integration app, does just that. It can provide you with hassle-free syncing between the two popular sales and marketing management platforms, i.e., Microsoft Dynamics 365 CRM and Intuit Mailchimp.

Let's walk through the 4 best features of Microsoft Dynamics 365 CRM and Mailchimp Integration!

Users can integrate Mailchimp and Microsoft Dynamics 365 CRM by installing the Marketing4Dynamics integration app from our website or AppSource. The installation and configuration process guides can be found on our docs site.

  • Sync Mailchimp Audiences with CRM: Mailchimp Audiences is where you can store all of your contacts, members, and tags. Marketing4Dynamics allows you to sync Mailchimp's audience and tags to CRM and map them to CRM marketing lists. Now, it's simple to select Mailchimp audiences and sync them with Microsoft Dynamics 365 CRM.
  • Sync CRM (Contacts/Leads) to Mailchimp: Marketing4Dynamics enables synching of Microsoft CRM marketing list and its members (contacts/leads) to Mailchimp. By syncing Marketing Lists, CRM contacts and leads (customers) can be promoted to Mailchimp. This proves helpful while planning campaigns targeting these customers in CRM. 
  • Sync Mailchimp Campaigns and Activities to CRM: Marketing4Dynamics allows synchronization of Mailchimp campaigns and members’ activities to CRM. In Microsoft Dynamics 365 CRM, statistics for various Mailchimp campaigns and member activities (Open, Sent, Clicked, Unsubscribed, and Bounced) will be easily accessible.
  • Analyze Mailchimp campaign statistics on the CRM dashboard: Marketing4Dynamics provides graphical representations of Mailchimp data, such as campaign and member activities (Open, Sent, Click, Unsubscribed, and Bounced), within the CRM Dashboard without having to switch between different apps.

These features can help you bridge the gap between sales and marketing team and do much more with Marketing4Dynamics.

If you are interested in using this Microsoft AppSource preferred app for syncing Mailchimp with Dynamics 365 CRM, download it from our website or AppSource for a free trial of 15 days.

Feel free to reach out to us at crm@inogic.com to find out how Inogic can help you with your Microsoft Dynamics 365 productivity goals with our range of 15+ CRM Productivity Apps.

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How Location Intelligence on Mobile Drives Efficient Field Operations! https://www.crmsoftwareblog.com/2022/11/how-location-intelligence-on-mobile-drives-efficient-field-operations/ https://www.crmsoftwareblog.com/2022/11/how-location-intelligence-on-mobile-drives-efficient-field-operations/#respond Thu, 03 Nov 2022 14:33:24 +0000 https://www.crmsoftwareblog.com/?p=49454 A mobile app acts as a connecting catalyst to take the physical world to the digital world. It is developed for enhanced consumer experience and to make functioning quick, easy, …

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A mobile app acts as a connecting catalyst to take the physical world to the digital world. It is developed for enhanced consumer experience and to make functioning quick, easy, and convenient.

An ideal mobile app usually is-

  • User-friendly in terms of navigation despite minimum technical knowledge
  • Representing the Brand colors
  • Scalable and Robust
  • Having an intuitive UX and multi-level privacy
  • Efficient with less to no lagging time

and a lot more!

The Microsoft Dynamics 365 for Phones App satisfies all the above criteria and more.  Maplytics, the popular 5-star rated geo-mapping app on the Microsoft AppSource, can be downloaded, accessed, and used within the Microsoft Dynamics 365 for Phones App. It strengthens businesses with the unfathomable power of Location Intelligence and related geo-analytics.

Being able to avail all the operations of an all-inclusive platform on a hand-held device while being on a constant move is extremely fulfilling and helpful for the Field Services Teams. The reps do not have to move around with heavy files, or external devices with a plethora of data, or do not have to re-visit the office after every meeting to report the minutes of the meeting and increase travel time. Saving fuel costs, and conquering appointment schedules as planned, while enjoying a work-life balance is liberating and motivating for the reps.

Team Maplytics is on a constant move of updating and upgrading the look and feel of the Maplytics section in all possible manners to enrich the user experience further and make browsing productive.

Let us have a long look at the improved avatar of the mobile app and its functionality!

Detail Map, Heat Map, Map Buttons

Users can use the ‘Detail Map’, ‘Heat Map’, and ‘Map’ buttons available in the main menu of the ‘Accounts’ section seen on the dashboard to utilize the features of Maplytics on their mobiles in a below manner-

    

Proximity/ Radius Search

The CRM records within a specified radius can be visualized on the map using the Radius Search or the Proximity Search feature within Dynamics 365 CRM. The Layer Menu is displayed on the Map, at the bottom of the screen and the button to enable it is at the top left corner. Any of the Layers can be enabled or disabled as per requirement.

The Directions and the Search button at the bottom are gatekeeping buttons for multiple other functions. To keep the UI clean and aesthetic, all the functions are integrated into these two buttons.

The icons on the right help in resetting the map, detecting the current location of the app user, and changing the view of the Map from Road to Aerial.

The color palate of the icons and other symbols represent the new brand colors of Maplytics. Concentric Proximity Search can be worked with in the same manner.

Category Filter

Users can categorize the CRM data based on any specific attribute of any Entity. The categories are represented by the newly added Category Filter icon on the left of the screen below the Layer Menu option. Any of the category options can be enabled or disabled to alter the view.

      

Set GPS Location as the current location

The user can also specify the GPS location of the user using the app on the phone by clicking on the specified button. The mobile location needs to be enabled in the mobile for this action to go through.

By default, the ‘Current Location’ field fetches and shows the address stored in the Maplytics Personalized record of the logged-in user.

Tooltip Card

Every Pushpin will display the record name, and address, as well as the contextual data defined in the tooltip section of the Maplytics Configuration when the record is double-clicked. The user can open the record, check in/out, and perform other such actions using the available quick actions button.

A double click on the pushpin opens up the Tooltip card associated with it.

    

Contextual Menu

To get a contextual menu on the map, long click anywhere on the map screen. Pushpin Contextual menu provides interesting additional options. These options provide popular features in Maplytics like Set as Current Location, Origin, and Adding to Route, etc.

A long press on a pushpin enables the contextual menu.

Set As Origin:

Selecting this option will set the address of the pushpin as the initial location of the route to be plotted using the Optimized Routing Feature

Set As Destination:

Selecting this option will set the address of the pushpin as the final location of the route.

Add to Route:

This option will set the address of the pushpin as a middle waypoint of the selected route. For example, if the users already have Point A and Point B selected in their route, and click on the Add To Route option, then Point B will become Point C, and the address of the selected pushpin will become the Point B of their route.

Set As Current Location:

This option is used to set the address of the pushpin as the current location, which can be used for proximity search. For example, if the user wants to plot all the leads that are within a radius of 100 miles from a particular record then the user can click on the Set As Current Location option to set the address as the current location and then the user can plot the client records around this location.

This option also removes the additional step to type the current location manually for the proximity search.

Save Template:

Users can save the plotted search criteria as a template, which can be directly opened instead of searching on the map again. This gets available by clicking the Directions button at the bottom.

   

Optimized Routing

Another essential feature of Maplytics is Routing across multiple waypoints. Using the Contextual Menu options, the users can add multiple waypoints to their journey.

Clicking on the Directions icon/button at the bottom left of the Detail map screen leads to the multi-purpose routing screen. Once multiple waypoints have been updated, click on Go to plot the Optimized Route on the Map.

Users can revisit their travel directions on Google Maps or the Waze App

     

Save Route & Plot Saved Routes

Users can save the plotted routes from the Microsoft Dynamics 365 App for Phones and Tablets and use the ‘Open Saved Route’ option in it to plot the saved routes and reuse them.

The saved routes are visible in the form of a list with names provided and can be opened easily. Each route is assigned to a specific rep.

   

Along the Route Search

The user can search the records along the route in the app, in the same manner as on the Desktop Browser by selecting the Along the Route option in the Routing Screen. The miles/kilometers can be specified on the Routing Options screen and all the records up to that number of miles/ kilometers can be visualized on the Map.

   

Visualization Dashboards on Mobile

The users can delineate their Dashboard views for Maplytics and include them as web resources in the regular Dynamics CRM Dashboards. Maplytics, by default ships with 6 pre-defined Dashboards for various Sales and Service Modules.

Users can now view the categorized data in the form of donut charts on the respective dashboards. The feature is available for both Detail Map and Heat Map and allows the user to choose a ‘measure’. By default, ‘count’ is the measure for display which could be changed to any of the available category options. For an account entity, with Detail Map and revenue selected as the Map Type and the Measure, a donut chart can be displayed as follows.

  

In today’s VUCA World, change is the only constant, and not just the aesthetic interface but also the overall functionality and User experience of an App needs to be updated constantly to sustain its relevance. Team Maplytics will continuously keep working on advancing the wonderful features further. So, stay tuned!

In the meantime, to learn more about Maplytics, its applications across industries, and other enriching functions, do visit our Website or the Microsoft AppSource. For more details, you can visit our BlogsClient Testimonials, and Video Library.

You can connect with us at crm@inogic.com for more information on Maps for Dynamics 365 CRM, a free trial, or personalized demos.

Till then,

Happy Mapping!

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Dynamics Self-Service Portal: A Necessity to Increase Customer Satisfaction https://www.crmsoftwareblog.com/2022/11/dynamics-self-service-portal-a-necessity-to-increase-customer-satisfaction/ https://www.crmsoftwareblog.com/2022/11/dynamics-self-service-portal-a-necessity-to-increase-customer-satisfaction/#respond Thu, 03 Nov 2022 06:24:07 +0000 https://www.crmsoftwareblog.com/?p=49441 Self-service is officially a necessary feature to have if you wish to enhance your customer experience. It provides convenience and comfort to customers as well as saves time and effort …

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Self-service is officially a necessary feature to have if you wish to enhance your customer experience.

It provides convenience and comfort to customers as well as saves time and effort for the employees.

How?

Customers can find the answer to their queries by looking for it in the self-service section at their convenience and from their comfortable device. This way, they will not need to contact the self-service reps, wait until they reply, or be frustrated when they don’t. It will make customers believe you value their time and interest in your products/services.

Suppose a customer can find solutions to common queries like ‘how to use the product’ or ‘which payment options are available from the self-service section. In that case, employees will not have to invest their time and energy in answering the same questions all day. This will increase their productivity by investing it in other necessary work.

But the question here is- how can you provide excellent self-service to your customer?

The answer is - through Dynamics Self-service Portal.

It lets you manage self-service options by enabling you to add, edit, or remove entities. You can use the portal to add FAQs, videos, tutorials, knowledge-based articles, etc.

To give you more insights into the self-service portal, I have mentioned its benefits, features, and some other essential details. This blog will help you get everything important in your self-service section via the Dynamics 365 portal.

Let us start with the basics:

What is a Dynamics 365 Self-Service Portal?

The Dynamics 365 Self-Service Portal is an interface that enables customers to search queries and find relevant solutions for them. Its role is to provide convenience to customers without any human interaction.

This portal saves the employee time and effort and saves the organization money. How? As self-service assists customers in finding their solutions on their own, you will need only half of your self-service rep staff to work only on complex problems.

What to Include in a Self-Service Portal?

When it comes to feature selection, you need to be wise and careful. You need to include features and sections that are helpful and easy to use.

Below are a few suggestions of what you must include in your self-service portal:

Knowledge-Base Articles

Articles help people to understand a product in more detail. It engages more customers, and after reading the right and relevant content, they might end up giving you a sale. Knowledge base articles need to be written in a way where you can explain certain technologies to the customers in the easiest way possible.

Support Cases

With support cases, customers can submit their queries. You can automatically transfer the cases to the concerned reps and solve customers’ queries as soon as possible. It is a hassle-free way for customers to reach out to you.

FAQs

FAQs are the best way to solve customers’ queries in no time. They can get the answers just by searching the query and clicking on it. You can evaluate the customers' queries and add some common ones in the section. You need to fill the database from the backend and keep it updated regularly to ensure it is serving great help to customers.

Tutorials

You can use engaging content that is easy to understand and fun to watch. Tutorials are basically videos where customers can look at ‘how to use a product. This feature makes it easy for customers to understand the process and to follow certain steps.

User Manual

This section contains all the detailed descriptions and steps of how to use a product. Every step is mentioned in the user manual with alternative steps (if any). This helps customers to explore every benefit from your product and understand it more.

What are the Benefits of a Dynamics 365 Self-Service Portal?

Dynamics 365 self-service portal provides quick and easy solutions to customers in a convenient way. FAQs, videos, blogs, etc., assist customers in resolving their queries on their own without any hassle.

With an easy search option, customers can get relevant answers to their questions in a few seconds.

The self-service portal provides all the information and answers to customers in one place. Plus, they can access it from any device they are comfortable with. All this leads to a good customer experience and an increase in their satisfaction.

You can have an online community of experts, customers, writers, advisors, bloggers, influencers, etc. These people can share their reviews, suggestions, advice, solutions, and knowledge with the audience. Reading reviews from famous heads will increase your customers’ trust in your organization.

When customers are satisfied with your company’s products and services, they will naturally spread word-of-mouth. This will result in more engagement and sales. It will also increase your brand awareness.

Having a Dynamics 365 self-service portal helps you provide excellent self-service, which benefits you in numerous ways. Ensure you have the right information entered in your database; otherwise, the wrong information will misguide the customers and eventually lead to a poor experience.

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9 Reasons for Businesses to Have a Mapping Tool https://www.crmsoftwareblog.com/2022/11/9-reasons-for-businesses-to-have-a-mapping-tool/ https://www.crmsoftwareblog.com/2022/11/9-reasons-for-businesses-to-have-a-mapping-tool/#respond Thu, 03 Nov 2022 06:22:50 +0000 https://www.crmsoftwareblog.com/?p=49446 Handling an on-field sales team is a struggle because it is hard to maintain communication with a team not under the same roof. It lacks clarity on their work and …

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Handling an on-field sales team is a struggle because it is hard to maintain communication with a team not under the same roof. It lacks clarity on their work and performance.

Managers have to call them to give or take minor updates. It becomes frustrating for sales reps and managers. But technology can help us bridge this gap.

Using one more tool to bridge this gap is not a solution. Too many tools complicate the work process. But if you want to bridge team gaps and improve performance, you must use one.

The best way to do this is to use a plugin. Dynamics 365 users can easily find Dynamics 365 map plugin. This plugin integrates with the CRM, so you don’t have a manage one more tool.

You will be able to access advanced features like data visualization on maps, live tracking, shortened routes, and many more.

Let us discuss more details about why your business needs a mapping tool.

What is Dynamics 365 Mapping Plugin?

These plugins integrate with the Dynamics 365 CRM so that you can view all the CRM data on a map and unlock other advanced features as well. These features will smoothen your workflow and bring in the missing clarity.

A lot of teams in your organization can use it. For example, the Sales Team, Marketing Team, OPs Team, On-field Team, Support Team, Production Team, HR Team, and others. It will help them coordinate internally and with customers.

Keep reading if you still have reservations about how these teams can use a mapping plugin.

  • Improves Data Visualization of CRM Data

Sales and Marketing team targets regions based on the number of sales that particular region brings in. If some region has more clients, it will probably bring in more sales.

This data helps them plan their next strategy. However, having data in lists is hard to visualize. They have assumed lat-long from the long lists and try to target the audience.

Targeting locations and visualizing the data on a map helps them have a realistic view. A lot of the time, the calculation goes wrong, and they don’t receive desired results. Your teams can take better decisions as their visualization power increases and deliver expected results.

  • Map View of all the Records

It is obvious that viewing records on a map is way better than viewing records on CRM.

You can also filter the records and view the data that you want to see, not everything else. Additionally, you can filter regions, territories, or any specific location to view custom results.

Thus, you have full control over how much you want on the map. Moreover, you can draw shapes or select the regions you want to target. So if you select one region, it will show all the client's locations in the form of geotagging pins.

These geotag pins carry a lot of other information about clients, like their name, designation, address, contact info, etc. You can customize the information you want to see when you hover over the pins. 

  • View Nearby Customers

Sales and marketing teams always look for banquets to organize demos or quickly catch up with clients. They need to find a location that is nearby their client's location, or there are high chances they might not join.

But it is not practically possible to find a location that will be near all the invitees.  But if you have a mapping plugin, you can view the nearby clients with a proximity search feature.

This feature allows you to find the clients keeping any location you want as a center. It shows 2 to 3 concentric circles of different radii. So, you can target customers under 5 miles or 10 miles or whatever your target is.

The other advantage of this feature is finding clients whenever you have some free time. Meetings get canceled often, but you can use this time to meet other clients. The search results will show clients near you. You can use your time to meet them and make more connections. 

  • Shows Shortest Routes

Sales reps have traveled the whole day to meet clients. Sometimes, they get stuck in traffic or find it difficult to find the exact locations. Sometimes, there are road closures, or they accidentally choose roads with a toll tax.

As fuel prices are continuously increasing, it must reduce the traveling miles. Companies want their employees to reduce travel time so fuel consumption decreases. If that decreases, the cost will also decrease.

Without any designed routes, sales reps use maps to find the client's location. They have to add details every time they visit a new client manually. Also, these apps don’t show a route that will cover all the locations.

But with the mapping tool, the manager doesn’t have to add any details manually. The tool will make a route containing all the client destinations. The route designed will be the shortest and show the sales reps estimated reaching time. Thus, they won’t miss any meetings or reach late.

  • Live Tracking

When you don’t know the live location of your sales reps, how will you share important information with them? Managers might want to share new leads or details that would help them convince the client.

Sales reps usually add the details like meeting times and the clients they visit in a day. Sometimes, they enter the details because they have to fill out the sheets. They don’t meet the clients and enter fake entries to show they have.

But if you have correct digitized data, it can make a huge difference while assigning the work to sales reps and ensuring they are productive.

Once you have a mapping tool, it helps you track sales reps. You can see their live location when they check in and check out from the meeting. You will have access to genuine records, which will help you understand how much time they spend behind meetings and other activities like traveling and breaks.

So, you can assign them a realistic list of clients. No employees of yours have to overwork, or no one will underperform. There is one more advanced feature to support this feature even more. It is called geofencing. This feature ensures that the sales reps only check in when they reach the client location.

Sales reps won’t be able to check in for the meeting unless they reach the client's location. Thus, this means no false data entries. All the data that you have is genuine.

  • Multi-language Support

One of the biggest barriers while having a team overseas is language. If employees don’t understand the language of the tool, it becomes difficult for them to use it. It will create more confusion than helping the sales reps.

Language should not be the reason that hampers employee productivity. They won’t be able to finish their daily tasks if they can’t use the product well. Thus, the mapping tool supports multiple languages. There is no restriction to language. Users can choose the language of their choice.

  • Data Security

It is the organization's responsibility to secure the data. It is not a good idea to distribute all the information to all the company's employees. That is why mapping tools have features like security templates.

Based on the employee's job profiles, you can develop a variety of security templates. The only information to which the employees would have access is that which was relevant to their roles. Hence, you may keep data accessible and secure in this way.

  • Data Analysis

Analyzing data is challenging, especially when information is complex and continuously changing. However, this problem can be fixed with the map plugin.

To plan your weekly and monthly activities, you can review the sales activity, consult follow-up data, monitor leads and results, among other things. For a better understanding of sales, you also use heat maps.

  • Work Distribution

Initially, planning the schedule of the team took hours. These tasks required managers to spend a lot of their time. But with the map plugin, all your CRM information is displayed on the map itself.

You can choose clients or regions and assign them to sales reps. You can also pre-plan the schedule and assign weekly and monthly tasks to them.

Conclusion

Many firms run on the backs of sales representatives. If you or your team are having trouble reaching your objectives, this issue must be addressed immediately. It is impossible to resolve all the challenges with just one tool. However, everyone wins if you can get something that works with your current system. CRM Mapping tool is one such solution. Integrating a mapping plugin with CRM will help you resolve a lot of challenges.

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How to Debug Canvas Apps https://www.crmsoftwareblog.com/2022/11/how-to-debug-canvas-apps/ https://www.crmsoftwareblog.com/2022/11/how-to-debug-canvas-apps/#respond Wed, 02 Nov 2022 14:39:28 +0000 https://www.crmsoftwareblog.com/?p=49430 Debugging a canvas app is one of the most challenging aspects of being an app maker. We spend hours upon hours PERFECTING our app and end users have the AUDACITY …

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Debugging a canvas app is one of the most challenging aspects of being an app maker. We spend hours upon hours PERFECTING our app and end users have the AUDACITY to break it. Jokes aside, debugging is a critical pillar in the adoption and success of an app.

As an app maker, we can spend as much time as we want testing, but at the end of the day (especially for highly complex apps) it’s impossible to account for every possible use-case or variable that exists. You’re going to have bugs, and it’s up to us to fix them.

This can be really challenging – especially if we can’t reproduce the error within the Power App Studio. Previously, the only way to get a trace of events was to start a monitor log session while editing an app. Thanks to some new updates, you can now create monitoring sessions for a published app – better yet, you can invite an end user to a monitoring session and see what’s causing their error in real time. Just make sure you launch the monitor session from powerapps.com (the same place you click to edit an app), you won’t be able to invite a user if you create it from the editor.

As of now, this is only supported when the app is played in a browser. End users will have to play the app in a browser (still can be on a mobile device) for this to work. I will say I was able to get this to work natively in the Power Apps app using an iPhone, but not an Android. Feel free to give it a shot, but as of now we’ll have to make sure end users open our monitor session links into a browser vs the PowerApps app.

Hope this helps! Please take a look at the video for some more details on how this works!

Interested in learning more set up a 20-minute call.

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Top 5 reasons to switch reporting from Excel to Power BI  https://www.crmsoftwareblog.com/2022/11/top-5-reasons-to-switch-reporting-from-excel-to-power-bi/ https://www.crmsoftwareblog.com/2022/11/top-5-reasons-to-switch-reporting-from-excel-to-power-bi/#respond Wed, 02 Nov 2022 12:58:39 +0000 https://www.crmsoftwareblog.com/?p=49425 Advantages of Microsoft Excel  Advantages of Microsoft Power BI  Excel vs. Power BI: a comparison  What are the key differences between Excel and Power BI?  Conclusion  If you’ve ever worked …

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  • Advantages of Microsoft Excel 
  • Advantages of Microsoft Power BI 
  • Excel vs. Power BI: a comparison 
  • What are the key differences between Excel and Power BI? 
  • Conclusion 
  • If you’ve ever worked with Excel, it may seem like the Swiss army knife of tools: managing customer data, organizing projects, creating reports – anything goes, really. To a certain extent, that’s true, until your customer data, your projects and your reports become more complex. Tools with specific purposes exist for a reason, and it’s important to know when to use them. 

    Reporting is definitely one of Excel’s strong suits. It’s related product Power BI, however, offers even more such capabilities. Unless you feel satisfied with what Excel can do for you, we recommend you look into Power BI to get more out of your reporting. 

    Advantages of Microsoft Excel 

    Whereas we’re inclined to recommend Power BI as a reporting tool, Excel deserves its praises sung. After all, there’s hardly a company on the planet that hasn’t used Excel – and for good reason, because it’s a great and phenomenally successful tool, and the dominant spreadsheet program on the market. 

    Excel is intuitive to use and quite flexible, which is why it gets used for many different purposes. Its most useful features include: 

    •  Ad-hoc calculations 
    • Mathematical operations 
    • Data organization 
    • Data analysis 
    • Data exploration 
    • Graphs 
    • Charts 
    • Pivot tables 
    • Spreadsheet functionality 
    • Manual data entry 

    Note that there is no standalone application of Excel. It is part of the Microsoft 365 family and thus only available in a package with the other tools of that suite. 

    Advantages of Microsoft Power BI 

    Excel and Power BI can be used for similar purposes, some of their features even overlap, but both tools still differ in the overall direction they take and in depth of their reporting and visualization capabilities. 

    The focus of Power BI is, as the name suggests, business intelligence (BI) with the functionality of data visualization at its core. Among its key strengths are custom dashboards that can be created from a variety of different data sources. 

    In Microsoft’s words: “Power BI is a collection of software services, apps, and connectors that work together to turn your unrelated sources of data into coherent, visually immersive, and interactive insights.” 

    Advantages of Power BI: 

    •  Large data storage 
    • E-mail alerts to track metrics 
    • Quick view of KPIs in one place 
    • Beautiful visualizations 
    • Cloud-based features that facilitate collaboration

    Power BI is available as a desktop application, an online service and a mobile app. 

    Comparison: Power BI vs. Excel  

      Excel  Power BI 
    Tabular reports  Ideal for creating sophisticated tabular reports  Not suited for tabular reports 
    Data sources  Connects to a limited number of data sources  Connects to a large number of data sources 
    Data visualization  Advanced charting features that cannot be connected to data models, however  Designed for analyzing data with advanced visuals and optimal for dashboards, alerts and KPIs 
    Large data  Working with data bigger than 500 MB is a struggle  Can work with 50 million records and process them faster, too 
    Collaboration  Sharing documents and working with others can be complex  Sharing data and reports is fuss-free with Power BI 
    Mobile devices  No option for mobile devices   Designed to be used on mobile devices, too 
    Dashboards  Dashboard features are limited  More advanced features for creating custom dashboards 
    Price  Needs to be purchased with the Microsoft 365 suite  Has a free version and a paid version 

    Power BI vs. Excel: what’s the difference? 

    •  Power BI is the perfect tool for companies in terms of business intelligence and data visualization, whereas Excel’s primary purpose is to organize data and perform mathematical operations and calculations.
    • The number of data sources Power BI can connect to is much larger than that of Excel. 
    • Power BI is much more suited to work with large amounts of data than Excel. Data processing in Power BI is faster, too. 
    • When it comes to customizable, interactive and visually appealing dashboards, Power BI clearly wins over Excel. 
    • Power BI is the superior tool when it comes to comparing reports and tables back to back. 
    • Power BI is more user friendly than Excel and can even be used on mobile devices. 

    Conclusion 

    Up to a certain point of complexity, creating your reports with Excel makes sense, much like managing projects there: so long as your processes and demands are fairly simple, by all means, stick with Excel. Keep in mind, however, that generally Excel and Power BI are both used to work, analyze and process data, but have different characteristics and functions. 

    In the end, their potential depends on what you need to do with your data:  

    Excel is the best option if you would like to transform data, do calculations, apply mathematical formulars and create tabular reports.  Power BI is more suitable for working with Big Data, visualization, integrating data from multiple sources, drawing conclusions and making data-driven decisions. 
    Excel is ideal for expert data analysts and its functionality is more diversified.  Power BI is ideal for businesses that need to analyze large amounts of data in a simple way, collaborate as a team and transform data into presentable insights. 

    Power BI is perfect for you if: 

    • you need to do comprehensive and thorough data analysis 
    • you need to collaborate on data and files 
    • you work with large amounts of data 
    • it’s necessary to create visually appealing and interactive visualizations and graphics 
    • you work in Business Intelligence 

    The post Top 5 reasons to switch reporting from Excel to Power BI  appeared first on CRM Software Blog | Dynamics 365.

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    Populate Document Tables with Power Automate and JSON https://www.crmsoftwareblog.com/2022/11/populate-document-tables-with-power-automate-and-json/ https://www.crmsoftwareblog.com/2022/11/populate-document-tables-with-power-automate-and-json/#respond Wed, 02 Nov 2022 12:32:44 +0000 https://www.crmsoftwareblog.com/?p=49420 In a previous blog, we covered how you can populate a Word document template using Power Automate.  In addition to populating plain text fields in a doc, you can also …

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    In a previous blog, we covered how you can populate a Word document template using Power Automate.  In addition to populating plain text fields in a doc, you can also Use Power Automate and JSON to populate Document Tables using the Repeating Section Content Control. Keep reading to see how.

    What is Power Automate?

    Formally known as Microsoft Flow, Power Automate is Microsoft's code-less tool designed to automate your business's repetitive and manual tasks.  With Power Automate, you can:

    • Automate business processes.
    • Pass data between nearly every application in the Microsoft Stack.
    • Connect to any publicly available API.
    • Automatically send reminders and create events for your business.
    • And much more!

    Click here for countless examples of how Power Automate can fit your business needs.

    Using 'Repeating Section Content Controls'

    If you want to create a static table in Word and fill it with data, all you have to do is insert a new table in your doc, and add Plain Text Content Controls in each cell:

    Then, you can populate those controls from Power Automate.

    If you don't know the number of rows ahead of time, you can use the Repeating Section Content Control.  Highlight 1 full row of cells, then insert the Repeating Section Content Control:

    All that is needed now is to populate this input with some JSON data! Consider the following JSON Array example:

    [

    {

    "Account": "ABC Construction",

    "Primary Contact": "Mike Green",

    "Annual Revenue": "$10,000.00",

    "Status": "Active",

    "Owner": "Sarah Blue"

    },

    { "Account": "Corey's Company",

    "Primary Contact": "Corey Williams",

    "Annual Revenue": "$8,500.00",

    "Status": "Active",

    "Owner": "John Red"

    },

    Continue Reading on www.beringer.net

     

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    Here’s How to Start Your Travel Business in 8 Steps with Dynamics CRM Portal https://www.crmsoftwareblog.com/2022/11/heres-how-to-start-your-travel-business-in-8-steps-with-dynamics-crm-portal/ https://www.crmsoftwareblog.com/2022/11/heres-how-to-start-your-travel-business-in-8-steps-with-dynamics-crm-portal/#respond Wed, 02 Nov 2022 09:25:05 +0000 https://www.crmsoftwareblog.com/?p=49412 Did you know that there are about 130,000 tour operators globally? So, if you are thinking of starting a travel business, you already have a giant group of competitors. But …

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    Did you know that there are about 130,000 tour operators globally?

    So, if you are thinking of starting a travel business, you already have a giant group of competitors. But this also means that this is the right time to start a travel company. Why? Because it is in demand.

    Be it a city tour or an international one, people trust travel agencies for their trips. And you can be one of them. But you need magic to make your travel business shine in this competitive market.

    First things first, choosing a secure CRM is necessary, and Dynamics 365 CRM is the first thing that comes to our mind while talking about security. But updating CRM is a hassle; thus, you can try Dynamics 365 travel portal. It streamlines your daily business operations, provides centralized data, syncs CRM automatically, and much more.

    We will explore more about this incredible tool in the article, but the question of the hour here is, ‘how to start a travel business?’

    And I will answer it for you with all the details and secrets you need to stand apart from the crowd.

    Let’s start with the first and most important step:

    • Find a Niche

    The travel industry has different niches that depend on the areas or places you are going to cover and the people who are eligible for those trips, like city tours, snow treks, international trips, or one-day kid’s trips.

    Once you decide on your niche, it will help you in several ways:

    • Knowing your audience’s age group
    • Searching platforms where your audience is mostly available
    • Planning activities you can arrange during the trip
    • Marketing according to your audience's demands
    • Setting prices compatible with the market

    For example, if your niche is about arranging summer camps, your primary target audience would be school and college students, but your secondary target audience would be school campuses and parents. So, you can market your upcoming summer camp on social media, distribute flyers near bookshops, and advertise on the school campus.

    This way, you will invest your time and efforts for fruitful results rather than investing in an activity that would give less or no results.

    • Choose Your Travel Agency’s Name

    Once you have finalized your niche, deciding a name for your travel company becomes easy.

    You need to choose a name that:

    • Is unique and catchy.
    • Suits your niche.
    • Describes your motto.

    Choosing the right name would boost your business and help in brand awareness.

    • Choose Your Business Structure

    You can have a basic business structure that defines your niche, legal requirements, audience, etc.  Change is required, as with the evolution of your business, there will be new strategies, demands, trends, and technology to work with.

    But yes, having one base structure is necessary. The safety of business assets and all other important personal assets is the first thing you should check while deciding on a business structure.

    • Create Your Business Plan

    This step is not mandatory, but I would highly recommend it. Creating a business plan will clear the situation for you. You will also have a clear sight of your aim, budget, assets, investments, structure, flow, etc.

    You can start by creating a list of goals, studying it thoroughly, thinking of strategies to make it a success, deciding on a budget, and giving it a shot. Here, keeping customer demand in the center comes without saying.

    There are possibilities that you might not stick with the pre-decided business plan 100%, but I am sure it will help you to have organized thoughts and will save you from many panic situations.

    • Invest in a Travel Portal for Business

    As I mentioned, the Dynamics 365 portal is a blessing for your travel business.

    It has features like:

    • Personalized interactive dashboard
    • Secure online payments
    • Easy one-click sign-ins
    • Knowledge base services

    And more.

    How can travel portals help your business?

    • It enhances your customer experience by providing them with the convenience of a knowledge base and the comfort of mobile interaction.
    • It streamlines communication between partners.
    • It provides 24/7 self-service.
    • It automates CRM sync.
    • It provides a mobile responsive interface.
    • It provides insights into necessary entities.

    And so on.

    A portal is the best option if you wish to provide convenience to your customers and make business activities easy for you. You just need to hire a company that aces in travel portal development.

    • Set Appropriate Prices

    You need to perform detailed market research before setting the prices for tour packages because you need to be in the competitive price range. Asking for too much or too little can make you lose customers or your own money. It should be affordable to your customers and beneficial for you.

    You can even set prices on different types like solo traveling, group traveling, etc. Giving discounts on the first or next trip is a strategy that will never fail to bring your customers back. But, to give such discounts, you need to set your price. It will help you estimate your profits.

    • Create a Social Media Presence

    4.70 billion people are using social media, and this number makes social media presence mandatory for your business. It helps you increase brand awareness and reach audiences of all ages and interests. You can interact more with your audience through posts, comments, stories, polls, etc.

    You can add interesting facts about your upcoming tours to interest your audience. You can even post photos, videos, and feedback from your customers from the trip arranged by your firm.

    • Make Your Travel Portal Development Mobile Friendly

    Almost 99% of the world uses mobile phones, and you don’t want to miss out on the world, right? Here, the solution is to have a solution like Dynamics 365 portal that is mobile-friendly.

    You need to ensure that the mobile interface is attractive and easy to use. Navigation needs to be smooth; otherwise, it will irritate your customers.

    Wrapping Up with a Tip

    When it comes to the travel business, there is one more thing that can set you apart from the crowd - the places and their details. People want to hear some exclusive details and see some hidden gems. If you can research and explore the places well, then you can include such places and details in your package for your customers. It will make their trip more memorable and your organization more popular.

    The post Here’s How to Start Your Travel Business in 8 Steps with Dynamics CRM Portal appeared first on CRM Software Blog | Dynamics 365.

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    Getting Started with Microsoft Dataverse Integrations https://www.crmsoftwareblog.com/2022/10/ca-getting-started-with-microsoft-dataverse-integrations/ https://www.crmsoftwareblog.com/2022/10/ca-getting-started-with-microsoft-dataverse-integrations/#respond Fri, 28 Oct 2022 09:05:49 +0000 https://www.crmsoftwareblog.com/?p=49379   What is Dataverse? Microsoft Dataverse is the evolution of the data platform that was known as Common Data Service or CDS. As you might recall, CDS came up in …

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    What is Dataverse?

    Microsoft Dataverse is the evolution of the data platform that was known as Common Data Service or CDS.

    As you might recall, CDS came up in 2016 as the data service for the Microsoft Power Platform suite. In 2020, Microsoft Dataverse replaced CDS. Dataverse is currently the primary data-collection repository for all applications using the Power Platform. It is built on Microsoft Azure to ensure availability, scalability, and security.

    But this is not at all limited to Power Apps or the Power Platform. Dynamics 365 cloud solutions, namely Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Marketing, and Dynamics 365 Talent also use Microsoft Dataverse to store and secure their data. Other Dynamics 365 solutions, namely Dynamics 365 Finance, currently require using a Data Integrator to make their business data available in Dataverse.

    In essence, and if you look at it from a developer perspective, you can think of the Dataverse as a secure cloud-based database with a corresponding API.

    What Can I Do with Dataverse?

    With Microsoft Dataverse, you can store and share data across business applications. The interesting part is that it has a built‐in set of standard tables that are used to store data. You can also map your data to this standardized set of tables.

    If you were previously using CDS, it is important to know that the terminology has now changed. If you were used to speaking in terms of entities, in Dataverse, you would now call them tables.

    To truly understand what you can do with Microsoft Dataverse, the best would be to explore a bit. Want to find out how to find your environment’s Dataverse URL? Follow the instructions provided by Microsoft.

    Going beyond Microsoft Dataverse in Data Synchronization and Integration Projects

    The Dataverse has immense potential, but that doesn’t mean it can be the solution for all your integration and data synchronization challenges. It has its limitations, and also it is not a free solution, so take a look at Dataverse pricing before you move on with any serious project that depends on it.

    Here are some examples of projects in which using Microsoft Dataverse “per se” would not be sufficient:

    • You want to take data from an external system and insert new records or update existing records in Dynamics 365
    • You want to integrate on-prem or legacy versions
    • You want to integrate not only the Dynamics 365 apps that use the Dataverse but also Dynamics 365 Finance
    • You want to combine in the integration Dynamics 365 and other non-Microsoft software

    All these projects can be best handled by going for Connect Bridge, a third-party integration platform you can find on Microsoft AppSpource.

    If you are curious on how that works, you can find details on specific use cases on the Connecting Software website. For example, for details on how to move up to Dynamics 365 on the cloud keeping your custom and legacy software integrations,  you can check the Dynamics 365 CE Sync page. Case studies on how to use this tool for integration projects involving multiple vendors can be found on the Software Integration Success Stories page.

    If you would prefer to see how this could apply to your case, ask us for a live demo. We would be more than happy to show you around!

     

    By Ana NetoConnecting Software.

    Connecting Software creates integration and synchronization software. We have been on the market for nearly two decades. We operate globally, and we are also a proud “Top Member” and "Top Blogger" at the CRM Software Blog.

     

     

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    Thank You for stopping by at Community Summit – Dynamics 365 CRM Apps & Development Services, we had them all! https://www.crmsoftwareblog.com/2022/10/thank-you-for-stopping-by-at-community-summit-dynamics-365-crm-apps-development-services-we-had-them-all/ https://www.crmsoftwareblog.com/2022/10/thank-you-for-stopping-by-at-community-summit-dynamics-365-crm-apps-development-services-we-had-them-all/#respond Thu, 27 Oct 2022 07:03:42 +0000 https://www.crmsoftwareblog.com/?p=49375 It still seems as if it was just yesterday that we were having a fun, knowledge-filled, and enlightening time at the Community Summit NA from Oct 10-13, 2022. Team Inogic …

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    It still seems as if it was just yesterday that we were having a fun, knowledge-filled, and enlightening time at the Community Summit NA from Oct 10-13, 2022. Team Inogic enjoyed being at booth #1334 as a proud Platinum Sponsor and it was an amazing experience.

    The specialty of Community Summit NA 2022

    In-person meetings
    • At #MySummitNA 2022 it was rejuvenating to meet the community people in person after two years of unavoidable house arrest.
    • 1:1 interaction made introducing, reconnecting and partnering smooth, once again.
    Partner Solution Showcase
    • With over 550 sessions and 300+ speakers, this was one of the biggest learning events in the community.
    • Maps for Dynamics 365 CRM & Dataverse- an educative session by Team Inogic received an amazing response & was a full house.
    • The topics discussed in the session included the intriguing features of Maplytics, which helps organizations in generating leads on the go, designing targeted marketing plans, forecasting sales updates, visualizing CRM data on maps, reducing mileage costs, establishing a work-life balance, and a lot more.
    • We stressed the growing value of Location Intelligence, geo-analytics, etc. for Businesses across industries and a glimpse of our amazing  15 Microsoft Preferred Productivity Apps for Dynamics 365 CRM / Dataverse.
    Women In Tech
    • A powerful session on “Women in Tech” was the most talked about topic of discussion.
    • Inspiring working women to successfully “fail forward” without the crash & burn while navigating the complex and rigid landscape of gender inequality within business and technology was reflected.
    Catch up at Booth #1334

    Inogic was started in 2006 by a group of similarly passionate professionals with collective industry experience of over 30 years & has always been a hub of distinct and innovative solutions for Dynamics 365 CRM / Dataverse. We have a suite of 15 Microsoft Preferred Productivity Apps on Microsoft AppSource. Here is a quick summary if you have not been able to catch up on them all during the Summit.

    1. Maplytics, Maps for Microsoft CRM, and Maplytics are like synonyms for each other. The flagship product is the most popular geo-mapping app which is renowned for Map Visualization, Routing & Scheduling, Geo-analytics, and more!
    2. Gamifics365– the latest Gamification app for Microsoft Dynamics 365 CRM motivates, engages, and increases user adoption
    3. Click2CloneAlerts4DynamicsClick2ExportClick2UndoLead Assignment & Distribution Automation, and User Adoption Monitor help in overall productivity enhancement
    4. Attach2Dynamics and SharePoint Security Sync help in streamlining Document Management
    5. Dynamics 365 Professional Services helps clients with their Techno-Functional Consultation, Outsourced Development Services, Power Platform Professional Services, etc. It is a technical extension that elevates Business productivity.
    6. Business Process Checklist, the newly introduced product of Inogic is taking the Community by storm. BPC is a Microsoft Dynamics 365 CRM productivity app that helps users to simplify their internal processes by enforcing the best plan of action for daily operations. Once the sales manager or administrator creates a checklist/plan/to-do list, it will automatically get linked to the records or Business Process Flows when set conditions are triggered.

    We were joined by a lot of members across industries with an acute interest in knowing our product, working with us, or simply appreciating our business plan & growth.

    New Community Website Launch
    • Every year, after the Community Summit, the members disperse off to their destinations and often lose connection. To refrain from this, and to keep the Community in touch all-yearlong Community Summit has announced an all-new Community Site “DynamicsCommunities.com” where over 250 sessions from the event 2022, and more than 300 from the 2021 event, will be available to consume on demand!
    • The site will feature discussion threads, forums and more per UG as the website will be launched by mid-November, alerts can be signed up for right on the site! Thus, the community shall keep evolving all year round.

    A note of Thanks!

    A heartfelt thanks & a round of applause to the working team of Community Summit for delivering an exceptional experience, like always. Take a Bow, Team! Our teamwork shined and scaled through the visitors’ interest and opinions about our innovative apps and globally acclaimed professional services for Dynamics 365 Customer Engagement.

    To sum up, Community Summit 2022, Orlando, Florida was a fulfilling experience for us, and we would highly recommend every connoisseur of Dynamics 365 to attend it in the future as it only broadens our business outlook! We are extremely excited for the next adventure at CRMUG Summit 2023, Oct 15-19| Charlotte, NC!

    Meanwhile, you can reach us at crm@inogic.com to discuss and understand how our solutions and Dynamics CRM and Power Platform development services can aid you to get the most out of your Dynamics 365 implementation!

    Do download and try our Apps for Dynamics 365 from our Website or Microsoft AppSource!

    Cannot wait to connect again at Community Summit 2023!

    The post Thank You for stopping by at Community Summit – Dynamics 365 CRM Apps & Development Services, we had them all! appeared first on CRM Software Blog | Dynamics 365.

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    How to Harness Relationships for Future Growth with legal360 CRM https://www.crmsoftwareblog.com/2022/10/how-to-harness-relationships-for-future-growth-with-legal360-crm/ https://www.crmsoftwareblog.com/2022/10/how-to-harness-relationships-for-future-growth-with-legal360-crm/#respond Tue, 25 Oct 2022 14:39:26 +0000 https://www.crmsoftwareblog.com/?p=49348 To be successful, law firms are under increasing pressure to build their client base using less resources. Achieving this seemingly impossible task means getting the most out of the firm’s …

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    To be successful, law firms are under increasing pressure to build their client base using less resources. Achieving this seemingly impossible task means getting the most out of the firm’s relationships with their clients, their staff, and their business contacts. This requires that law firms must take a fresh look at how they are utilizing their CRM systems to effectively build these client relationships.

    What does the law firm of the future look like?

    Many law firms struggle with outdated CRM systems that make it difficult to keep customer information up to date and cannot integrate easily with many of the data sources available to the firm. Manually collecting data from multiple sources and analyzing them in Excel spreadsheets is time-consuming and prone to errors, leading to inaccurate and out-of-date information.

    legal360 by HSO leverages the Microsoft cloud to provide a powerful, modern CRM solution built specifically for law firms. legal360 helps law firms:

    • Remove data silos – Build your firm's database with pre-built connectors that harvest data from internal and external systems.
    • Provide powerful analytics and reporting – Use advanced AI and machine learning to build custom reports and dashboards. Get a true 360-view of your firm’s operations.
    • Add flexibility and customization – Build custom apps and eliminate the need for third-party tools using Microsoft Power Apps. Configure legal360 to work the way your firm operates.
    • Increase productivity – Leverage legal360's integration across the Microsoft ecosystem, including Outlook, Office 365, LinkedIn, Power BI, and other applications law firms use daily.

    legal360 identifies relationships between the firm’s employees, clients, matters, practices, and industries to find and attract new business opportunities. legal360 provides important tools for law firms, including the ability to:

    • Track leads and opportunities by individual, practice group, office, and firm
    • Automate contact creation and scoring of those contacts to maximize business development and cross-selling
    • Manage and assemble documents and proposals
    • Build marketing and communication workflows

    All with a secure, cloud-based CRM application that provides anytime, anywhere access from any device. legal360 combines marketing, business development, matter management, and enterprise relationship management in a single, unified platform.

    See legal360 in action on November 9!

    Join us on Wednesday, November 9, at 2:00 ET for a 30-minute webinar to learn how legal360 can help your law firm drive growth into the future and see how our cloud technology platform can automate manual tasks, adapt to your law firm’s workflows, and help you find and win clients!

    The post How to Harness Relationships for Future Growth with legal360 CRM appeared first on CRM Software Blog | Dynamics 365.

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    Top 7 Microsoft Dynamics 365 CRM Apps to Boost your Productivity! https://www.crmsoftwareblog.com/2022/10/top-7-microsoft-dynamics-365-crm-apps-to-boost-your-productivity/ https://www.crmsoftwareblog.com/2022/10/top-7-microsoft-dynamics-365-crm-apps-to-boost-your-productivity/#respond Tue, 25 Oct 2022 09:28:22 +0000 https://www.crmsoftwareblog.com/?p=49356 Better analytical tools and harmony across finance, sales, customer relations, and operations are the most common goals of businesses pursuing excellence. Microsoft Dynamics 365 CRM is a powerful platform for …

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    Better analytical tools and harmony across finance, sales, customer relations, and operations are the most common goals of businesses pursuing excellence. Microsoft Dynamics 365 CRM is a powerful platform for communicating with clients and making important decisions based on business data. With a simplistic and user-friendly interface, it provides a similar working environment for all sorts of teams. It has several third-party integrations (add-ons) to enhance its capabilities and can be found on the Microsoft AppSource.

    In this article, we have gathered a list of some of the best Microsoft Preferred Apps for Microsoft Dynamics 365 CRM which can help you accelerate productivity and enhance customer relationship management. From automating monotonous tasks to reducing time spent on redundant data entries, these apps can help you do more in less time and can be seamlessly integrated into your Microsoft Dynamics 365 CRM environment to enhance its functionalities. Keep reading to learn more about these apps.

    1. Lead Assignment and Distribution Automation

    It all starts with leads, so the first one has to be Lead Assignment and Distribution Automation, a 5-star rated productivity app on Microsoft AppSource that automatically distributes or assigns leads (or any other entity records) stored in Microsoft Dynamics 365 CRM.

    This tool provides equitable workload sharing throughout each team according to each member's particular capacity. It enables systematic distribution and allocation of leads by managers. Its automated assignment and distribution methods increase Microsoft Dynamics 365 users' productivity, which in turn helps boost sales and profits.

    Learn more about Lead Assignment and Distribution Automation features here.

    2. Marketing4Dynamics

    After taking care of leads, let’s now get the sales and marketing departments in sync with Marketing4Dynamics, an integration tool that integrates Microsoft Dynamics 365 CRM and Mailchimp. It synchronizes users with their marketing analytics data, enabling quick access to information without switching between applications. The app provides insights into marketing campaigns and other member activity carried out using Mailchimp right within Microsoft Dynamics 365 CRM.

    Learn more about Marketing4Dynamics features here.

    3. Subscription and Recurring Billing Management

    Congratulations, with your lead management and marketing processes being streamlined, you can now focus on managing your subscriptions and recurring billing processes.

    For all subscription-based businesses, Subscription and Recurring Billing Management, a Microsoft AppSource preferred productivity app, provides a reliable platform for managing and streamlining your subscription and recurring billing processes within Microsoft Dynamics 365 CRM. The app increases time efficiency by enabling organizations to remove billing bottlenecks and increase user productivity.

    Learn more about Subscription and Recurring Billing Management features here.

    4. Alerts4Dynamics

    For effective business management, it is crucial to inform your team periodically with important updates. This is where Alerts4Dynamics comes into play, a productivity app for planning, and managing alerts and notifications for various entities in Microsoft Dynamics 365 CRM. Announcement, rule-based, record-based, and event-based alerts are the most useful types of alerts that you can create with Alerts4Dynamics to address the situations that arise in the organization.

    Learn more about Alerts4Dynamics features here.

    5. Click2Clone

    Repetitive tasks like manually copying data from one record to another record in Dynamics 365 are costing you and your business a loss of money and time.

    Here comes Click2Clone, a productivity app that makes copying or duplicating data less time-consuming by allowing users to create new duplicate records in Microsoft Dynamics 365 CRM by cloning existing records with just a click.

    Learn more about Click2Clone features here.

    6. Click2Export

    Why waste time and energy on manually exporting data from your Microsoft Dynamics 365 CRM when you can automate it by using Cick2Export, all the while focusing more on your core business processes?

    Click2Export is a productivity app using which CRM Reports, CRM Views, or document templates can all be exported in PDF, Word, Excel, CSV, and TIFF file formats. They can then be downloaded for offline use, uploaded to SharePoint, stored as note attachments, or sent through email, or even automate the process of exporting CRM data by using Click2Export.

    Learn more about Click2Export’s features here.

    7. Click2Undo

    Restore historical data in Microsoft Dynamics 365 CRM with the power of automation. Users can reinstate records to their previous state even if the changes were made in the past week or a month earlier.

    Click2Undo is a productivity app for Microsoft Dynamics 365 CRM that can easily restore deleted records and undo unwanted changes. The app supports both OOB and custom entities. Data of all entities for which CRM has enabled auditing can be restored thanks to Click2Undo.

    Learn more about Click2Undo features here.

    Conclusion

    Boost user efficiency and enhance Microsoft Dynamics CRM experience with the above-mentioned Microsoft Dynamics 365 CRM Apps.

    Productivity and integration tools help you get the most out of your Microsoft Dynamics 365 CRM, so if you feel like this list of 7 apps is not enough for you and your business needs something different, visit Microsoft AppSource, where you can find all our 16 apps with a 15-day free trial option, so you can try what fits best for your business needs.

    Feel free to let us know about your favourite Microsoft Dynamics 365 CRM App at crm@inogic.com.

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    Power Apps Contribution to the CRM Applications https://www.crmsoftwareblog.com/2022/10/power-apps-contribution-to-the-crm-applications/ https://www.crmsoftwareblog.com/2022/10/power-apps-contribution-to-the-crm-applications/#respond Mon, 24 Oct 2022 19:45:11 +0000 https://www.crmsoftwareblog.com/?p=49344 Customer relationship management (CRM) is one of the vital operations in any business that help the business to thrive. So, businesses are looking for ways to streamline their processes using …

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    Customer relationship management (CRM) is one of the vital operations in any business that help the business to thrive. So, businesses are looking for ways to streamline their processes using CRM applications that are easy and intuitive to use, and seamlessly integrate with their existing systems. This helps a business maintain the right interactions with the customers at the right point of time throughout the sales funnel.

    Depending on the type of business, the features needed in the CRM application may vary. There may be a need to track the history or timeline of customer transactions, updated contact lists, sales tracking, collaborations, AI-powered forecasting, and data security. However, finding a scalable CRM that can be a part of the growth journey of a business is critical to maintaining and boosting the bottom line of a business. It is here that power apps come into play.

    Power apps are ruling the software development functionality and adding several options to CRM with their suite of apps, services, and connectors. This offers valuable business logic and workflow capabilities while making the CRM more user-friendly. It has multiple data integrations to different platforms and systems and all your CRM data can be consolidated in a power app. Also, the flexible design of power apps allows you to tailor your CRM design and user experience to your sales team’s needs.

    By making power apps a key component of your CRM strategy, your business can benefit in the following ways:

    • Seamless data integrations: This is a most powerful feature of power apps CRM. These include multisource integrations for contracts (Adobe Sign, DocuSign), meetings and collaboration (Webex and Microsoft Teams), enterprise data management (Microsoft SQL in Azure), data collection (SurveyMonkey), marketing (Mailchimp), payments (Stripe), analytics (Power BI), project management (Project Online). You can create custom connectors in addition to the data connectors provided by power apps.
    • Business automation: Power Automate is a no-code robust business automation engine can do everything from directing information to handling complex approval processes. This allows you to create long-lasting business efficiencies and scale your CRM application according to your business needs.
    • Customization: The automated messages can be forwarded to certain customers with BCC of messages, standard replies to certain messages, history trail within single messages, customized message fields, and filters. Business-wide settings, such as restricting user capabilities for certain tasks, choosing to disable messaging, or only displaying selective deals to selected customers, can be easily applied.
    • Innovation: You can be more creative and responsive in your business using apps that provide flexibility to arrange the UI for the optimal user experience (Canvas Apps) and make the UI auto-responsive based on Common Data Service by rapidly configuring forms, business rules, and process flows (Model-Driven Apps).
    • Cost-effectiveness: If small and medium-sized businesses use enterprise CRM, the cost per user (around $135/user/month) may not be feasible at the start and a large sales force will amount to spending thousands of dollars a month. Power apps come to the rescue here.
    • Feature selection: With power apps, the business does not need to subscribe for a ton of unwanted features and can choose the features needed. This can help you win or lose business as you can track and view data using the relevant selected features.
    • Advance analytics and predictability: With data coming in from different segments of the CRM and different teams, power apps helps aggregate and segregate this data using customized CRM apps. This data analytics uses power BI and can forecast certain parameters like the probability deal closures.
    • Enhanced ability to track communications: With power apps CRM you can automatically and proactively categorize received emails based on business and deals. These can be searched/ filtered easily using any word or phrase according to the user’s fields of choice. Users can create an activity directly from a message, and categorize messages based on importance.

    Let’s check how power apps enhance CRM functionality that would be most appropriate for your business team’s optimal growth and success depending on what stage your business is currently in.

    For start-ups

    Cloud-based power app databases can act as a mini-CRM system for a business new to CRM. The user can keep a track of accounts, contacts, and activities like emails, phone calls, and messages in tables that are easily available. It can also address specific needs of the business with a base set of standard tables that are customized to cover typical scenarios.

    For small-to-midsize business

    If you are already using a basic CRM application for your business and plan to scale it, power app-based CRMs can help small-to-midsize businesses that need a more robust system for tracking sales. They can take the CRM interface one step further by managing the sales pipeline and tracking leads and opportunities.

    Power BI provides information for C-suite management related to sales and management using some basic dashboards with seamless communication. Though a lightweight and cost-effective option, the power app provides a complete CRM experience with its features.

    For large enterprises

    For enterprise businesses that require an even more in-depth CRM, a comprehensive CRM platform allows for sales teams to not only manage their relationships but to strategize what might increase sales throughout the sales and marketing funnel and create targeted responses to customers.

    By using artificial intelligence functionality, power app-based CRM for sales suggests the best sequence of actions to streamline your sales cycle, predict revenue fluctuations, and highlight areas for improvement. As a result, sales teams can get updated insights about customer expectations, market competition, and sales preferences. While it may be excessive for some small-to-midsize businesses, this CRM provides a lot of power and is the ideal fit for large, more complex businesses.

    Final thoughts

    Every business has different requirements when it comes to a CRM system. At CongruentX, we partner with your business to enhance it with the functionality and power it needs to grow, without overwhelming you with superfluous features and hefty costs. Contact us now to know how to leverage your data in unimaginable ways and thrust your business innovation forward with power apps.

    Download our guide: Growing Your Business by Aligning Marketing, Sales, and Service 

    Contact our experts at CongruentX and ask about our 30-day guaranteed program.

    By CongruentX, congruentx.com

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    Expert use of Power Automate in 3 ways for Simplifying Daily Activities! https://www.crmsoftwareblog.com/2022/10/expert-use-of-power-automate-in-3-ways-for-simplifying-daily-activities/ https://www.crmsoftwareblog.com/2022/10/expert-use-of-power-automate-in-3-ways-for-simplifying-daily-activities/#respond Fri, 21 Oct 2022 06:39:37 +0000 https://www.crmsoftwareblog.com/?p=49339 Power Automate allows businesses to automate repetitive manual tasks and paper processes using a drag-and-drop workflow interface. Small and large-sized organizations through the use of this intelligent automation platform can …

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    Power Automate allows businesses to automate repetitive manual tasks and paper processes using a drag-and-drop workflow interface. Small and large-sized organizations through the use of this intelligent automation platform can allow users to set triggers to take a particular set of sequential actions by using workflows.

    Organizations can use Power Automate to create workflows to Perform a task, Synchronize Data and Files, Generate Real-Time Notifications to alert stakeholders, Automate Processes, Mailroom Automation, and Collect Data from Power Apps or other data sources. In short, it helps to Automate quickly and more securely, Boost efficiency and Enhance workflows with AI.

    Inogic blog is a preferred destination for articles with new techniques, how-to articles, and more. Our easy-to-understand blogs are chart-topping and cover several topics such as Microsoft Dynamics 365 CRM, Power Platform (Power Apps, Power BI, Power Automate), Azure, Sales, Dataverse, Field Service,  and more. Inogic also shows you simple usage with blog compilations and guides like Microsoft Model-driven apps tips, Canvas Apps with Microsoft’s AI Builder, Microsoft Power Automate features, and more.

    In this article, we continue to cover the use of 3 simple Power Automate usage to simplify daily activities.

    How to send multiple attachments in email using Power Automate?

    Let’s say a salesperson wants to attach multiple files to an email with Power Automate. Here we will learn how they can dynamically send multiple files as an Email Attachment by creating a Power Automated Flow. With this, you can speed up your process and increase your overall efficiency. So, let's get started and discuss how we can dynamically send multiple files as an email attachment in one email using Power Automate!

    Actionable messages in Microsoft Teams with Adaptive Cards using Power Automate Flows

    Actionable Messages let you take quick actions directly from Outlook and Teams. Users can now embed actions in their emails or notifications, increasing user engagement with their services and increasing enterprise efficiency. Adaptive cards can also be used to design Actionable messages. As the name suggests, these cards adapt to the look and feel of the host app. Once you have the design done, copy the card payload and paste it into your flow step and that’s it! In this case, we will be revising a quote with the customer requesting a price discount.

    Bulk Edit Multiselect optionset / choices fields using Microsoft Power Automate

    Multi-select option sets in Dynamics 365 CRM helps users to pick multiple values from a list for any data within a set of options. Also known as choice columns, one can edit the Multiselect optionset (choices) field can be edited in bulk, but the same has its own challenges. Here, we can overcome this challenge with the help of Power Automate Flow. In this section, we will learn how one can bulk edit Multiselect optionset fields using Power Automate Flow.

    Inogic has been an active contributor with its Inogic blog space and also has many Microsoft Dynamic 365 CRM preferred apps available on Microsoft AppSource. Healthcare, SaaS industry, supply and chain, finance, and other key industries have harnessed Inogic apps in the form of user adoption apps like User Adoption Monitor and Gamifics365, integration apps like Mailchimp Integration and QuickBooks Integration, cloud and document management apps, etc. Learn how we can help your business grow by checking these apps out from our website or Microsoft AppSource.

    Are you looking for the right ISV partner? With innovation as the norm, explore our Partners Portfolio to learn more about our pursuit of positive change and growth to be a part of our global success. Become part of the Inogic family and follow us on social media like Twitter, Facebook, LinkedIn, Instagram, and more. You can also subscribe to our YouTube channel to get regular updates about our new product releases, events and promotions.

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    When Talking about Connected Relationships in AEC Software, It Really is About Who You Know https://www.crmsoftwareblog.com/2022/10/when-talking-about-connected-relationships-in-aec-software-it-really-is-about-who-you-know/ https://www.crmsoftwareblog.com/2022/10/when-talking-about-connected-relationships-in-aec-software-it-really-is-about-who-you-know/#respond Thu, 20 Oct 2022 23:06:51 +0000 https://www.crmsoftwareblog.com/?p=49333 Architecture, engineering, and construction firms must focus on two distinct areas: gaining new business while retaining existing customers and keeping them happy and loyal. Technology can play a significant role, …

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    Architecture, engineering, and construction firms must focus on two distinct areas: gaining new business while retaining existing customers and keeping them happy and loyal. Technology can play a significant role, however,  you must also appreciate how the application of  that technology must happen in order for it to do its job in helping you build a Connected Firm.  As part of our series on the Connected Firm, we will, in this blog article, discuss the role of Connected RelationshipsIt’s not what you know, but who you know. We’ve all heard that before. Those working for a professional services firm know this is the absolute truth. And if you work for an AEC firm, these are words to live by! Ultimately, your AEC ERP software should assist with  Connected Relationships.

    Strong Relationships Drive Sales, Especially for AEC Firms

    The majority of your clients in this industry provide the opportunity for repeat business  that could very well be your next project. But you must know the prospective client to win the work: commercial clients have preferred designers; local government engineering departments have their favorite consultants.

    Without an existing relationship with the prospect, how do you obtain one of these opportunities? What’s the best way to make yourself known to get things started?

    Enterprise Relationship Management (ERM): That’s where it Begins

    Odds are, even if you don’t know the prospect directly, you probably know someone who does. You might have connections! Internal relationships with co-workers exist. There is a possibility that they know the prospect. External relationships exist with your business contacts. Might they know the prospect? Each of these groups can be ideal sources for you to get that warm introduction you desire. If your AEC ERP software has Enterprise Relationship Management, it will help you connect with those existing relationships to develop new ones.

    Uncover your best internal connections. An Enterprise Resource Management (ERM) system will let you know who in your organization presently has the most ideal relationship with any given contact. An ERM system will accumulate data about your co-workers regarding their recent contacts and what type of contact it was.

    Utilize Your Best External Connections

    A well devised and user directed ERM system will go even  further and afford direct access to your external network, usually LinkedIn.

    If someone were to click “Sales Navigator” on the menu option. The aec360 ERM application directly takes them to LinkedIn’s page for Mark Becker. Mutual connections are shown under the Get Introduced tab.  Icebreakers and Related Leads are other tabs to choose from. It is from this screen that the user can deliver a message to any of their contacts requesting an introduction.

     

    Learn Who You Need to Know With Enterprise Relationship Management

    To sum it up, relationships drive sales. Making the most of your current relationships is the most ideal way for you to acquire a relationship with a new prospect. If your AEC ERP software has a clever Enterprise Relationship Management system, like aec360, it will assist you in understanding which internal relationships and external connections will help you procure a warm introduction to the prospect. With that introduction, you are off to the races with a potential relationship…along with all the opportunities that will help you gain more business!

    A connected firm is what you can have with aec360. Find out how in our on-demand webinar, How to Achieve a Connected AEC Firm with Dynamics 365 and aec360.  

     

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    Dynamics 365: a complete guide to implementation https://www.crmsoftwareblog.com/2022/10/dynamics-365-a-complete-guide-to-implementation/ https://www.crmsoftwareblog.com/2022/10/dynamics-365-a-complete-guide-to-implementation/#respond Thu, 20 Oct 2022 08:06:08 +0000 https://www.crmsoftwareblog.com/?p=49261 The ultimate goal of digital transformation is not just implementing digital technologies. Still, they play a crucial role, and you should choose wisely which ones to implement. In our complete …

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    The ultimate goal of digital transformation is not just implementing digital technologies. Still, they play a crucial role, and you should choose wisely which ones to implement. In our complete guide on how to migrate to Dynamics 365, you’ll learn all about the applications themselves, about the costs of working with a Microsoft partner along with licensing costs, and about the ideal strategy when it comes to implementing Microsoft’s suite of business apps.

    Overview: Microsoft Dynamics 365 business applications

    Microsoft’s business suite Dynamics 365 is a comprehensive, modular and cloud-based solution for businesses. It unites various models for enterprise resource planning (ERP) as well as customer relationship management (CRM).

    Dynamics 365 provides one or several modules for each important aspect of your business. All applications are compatible with each other and can be easily adjusted – this is what makes Dynamics 365 special and a comprehensive, unique solution.

    Dynamics 365 ERP modules

     Dynamics 365 Finance

    For medium to large businesses, Dynamics 365 Finance is the perfect choice. It will help companies automate and optimize their finance processes, plan budgets and much more – all in multiple languages and with country-specific options.

     Dynamics 365 Supply Chain Management

    A well-run assembly line will make you more efficient and productive. With Dynamics 365 Supply Chain Management, you can optimize your processes with modern technologies such as IoT, machine-based learning and more.

      Dynamics 365 Project Operations

    Microsoft’s star when it comes to cloud-based project management is Dynamics 365 Project Operations. Whether you’d like to manage contracts, plan and allocate resources, manage working times and tasks or optimize your project financials: Dynamics 365 Project Operations will help you out.

      Dynamics 365 Commerce

    With Dynamics 365 Commerce, Microsoft’s retail application, you can maintain your online and offline shops as well as offer excellent customer service and in doing so, turn your customers into fans.

      Dynamics 365 Human Resources

    Well-organized and -maintained recruiting and onboarding processes are not only essential, but what potential employees expect. Dynamics 365 Human Resources lets you automate recurring tasks, manage your employee’s learning pursuits and more.

      Dynamics 365 Business Central

    Whether you own a small to medium-sized company or run a large global business – enterprise resource planning (ERP) is important for organizations of all sizes. If you’d like a comprehensive overview of your organization, efficient processes and supply chains as well as the possibility of managing your finances, Dynamics 365 Business Central is the right fit for you.

    Dynamics 365 CRM modules

      Dynamics 365 Sales

    Dynamics 365 Sales is a module that can be combined perfectly with the CRM module Dynamics 365 Customer Service and/or the ERP module Dynamics 365 Project Operations while at the same time holding its own. It creates more transparency with dashboards and analyses, speeds up scoring leads and opportunities and lets you make prognoses to plan ahead.

      Dynamics 365 Customer Service

    Self-service portals, chat bots, omnichannel service: these are three of many, many aspects that make for an excellent customer service experience. The Dynamics 365 application of the same name uses artificial intelligence (AI) to help you offer excellent service and take preventive care of potential problems.

      Dynamics 365 Field Service

    Scheduling and coordinating the appointments of field technicians pose several challenges: the optimal route needs to be calculated, and there should be a constant flow of information between companies, technicians and customers to make on-site visits more productive. Dynamics 365 Field Service helps you solve all of those challenges by utilizing interactive maps, AI assistance and other useful features.

      Dynamics 365 Marketing

    If you’re looking for a marketing allrounder tool, look no further: with Dynamics 365 Marketing, you can create interactive customer journeys, oversee your e-mail marketing, manage events and social media, create landing pages and forms, and forward all relevant information to your sales team.

    How does Dynamics 365 work?

    All business and customer data stored in just one solution for efficient process planning, a comprehensive understanding of your customers and for making data-driven decisions: that is the idea behind Dynamics 365. Another goal is to push digital transformation: the transformation of processes in order to achieve higher efficiency and productivity – solely made possible by new technologies.

    Modularity: Dynamics 365 unites your many business areas in one software solution that grows with your company: Mix and match the exact modules you need and prevent constant switching between systems, simplify processes and increase overall efficiency.

    Flexibility: Extend all available Dynamics 365 modules with additional apps and customize your module to meet the challenges of your company and industry. Use Power Apps based on the Microsoft Power Platform to develop the apps you need.

    Common data base: Microsoft Dataverse is a service that stores, secures and synchronizes your business’s core data from all Dynamics 365 modules and apps while also preventing data silos.

    Implementation strategy for Dynamics 365

    Step 1: Define your goals

    There are many reasons for why you may need new software: you haven’t yet professionalized a certain part of your business, your business has outgrown your current software, your current software has been outdated for a while now – you name it. Define your goals and know what you want.

    Step 2: Find technologies

    Find technologies and compare them, whether via recommendation by business colleagues or via the search engine of your choice.

    Step 3: Involve a Microsoft Partner

    Once you’ve decided that Dynamics 365 is indeed the right software for you, contact a Microsoft Partner. They will not only help you install the software, but also customize it if needed, offer you great licensing deals, help train your employees, provide tech support and much, much more.

    Step 4: Involve your employees

    There’s no change without your colleagues having your back. So, never forget to involve them in that change. People are creatures of habit, after all, and nobody likes having their cage rattled.

    Step 5: Implement the software

    Technically, it is your Microsoft Partner that implements your brand-new CRM or ERP software. But the day will come.

    Dynamics 365 implementation timeline

    What? Planning, design

    How long? 1 to 2 weeks

    • Any implementation, of Dynamics 365 or else, takes careful consideration and planning. Working with a Microsoft partner will place experienced consultants right at your side that will take you through the process of planning your implementation and designing a satisfying user experience.

    What? Implementation, training

    How long? 4 to 8 weeks

    • Based on the scope, the second phase is all about the installation. Tasks and work breakdown structures need to be validated, the user acceptance and user interface/experience tested and more. Essential are also the trainings of different user types such as regular users, superusers and admins to ensure the highest level of user adoption.

    What? Go live, support

    How long? 1 to 2 weeks

    • Once the implementation and the final trainings are completed, it’s time for the go live. With the help of a support model, we provide you with any and all questions that may arise with your Dynamics 365 implementation.

    How much does Dynamics 365 cost?

    Dynamics 365 is a cloud-computing service (Software as a Service, or SaaS). Thus, the cost for one or more modules is comprised of the implementation costs plus monthly subscription costs, which depend on the type and number of licenses you need. As is true for all SaaS models: there are no purchasing costs for the software.

    Professional service

    Working with a professional services provider will take a great amount of work off your IT department’s shoulders. The price for working with a Microsoft partner depends, of course, on the size and scope of the project.

    Licensing costs

    Most of the Dynamics 365 modules follow a base-attach model:

    • For using any of the Dynamics 365 modules, you require a base license which must be purchased at full price.
    • Additional licenses are called Attach Licenses which can be purchased for a reduced price.
    • There are team member licenses that entail basic Dynamics 365 functions which can be purchased for a lower price, too.

    Conclusion

    Whether you’re a small, medium-sized or large business: the Dynamics 365 business suite offers you a great variety of CRM and ERP modules you can choose from, combine and customize. It will change and grow with your business, comes with constant updates and support, and will definitely be worth your while checking out. We give it a 10/10.

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