Soluzione IT services releases SolzEditor a new Rich HTML Email Template Editor for Microsoft Dynamics CRM

Dynamics CRM has tons of great features and capabilities but have you ever wondered how to create HTML rich content e-mails for sending to your customers?

Let’s admit it that creating and editing rich HTML based emails templates within the Dynamics CRM is quite a chore. Users will have to do some pretty manual stuff.  One has to first create HTML documents via tool of their choice example, notepad, Microsoft Word etc. then has to copy and paste from a browser and edit. Nothing wrong with the method but not the most efficient or desired way of creating email from business user perspective. Yet they may not get a clean usable template that one often requires to develop and release a quick email campaign. Matter gets worse if you need to package images or videos in the email.

After having understood this pain area exists and users are asking for this capability within the CRM interface, Soluzione a leading Dynamics CRM partner has developed a simple to use intuitive HTML template editor. This HTML editor can be launched from within Dynamics CRM and the templates can be edited, text reformatted and media inserted cleanly to get the email template one wants within minutes. This way one can launch the email campaigns in a fast and intuitive manner.

“Our customers are beginning to see the value of this utility and is making their Dynamics CRM experience reach a better state as far as the readiness for email activity and usage for campaigns”. One often needs simple tools and utilities within a system to quickly complete routine tasks and add to productivity.

SolzEditor includes a gallery of simple html templates to give a quick start on the email creation activity so that the business users do not necessarily have to start from a clean slate.

Adding and using the solution can be completed in some few simple steps.

1. Install the SolzEditor solution in Dynamics CRM by importing the managed solution. After it is successfully installed you should have SolzEditor in your solutions as below.

2. Refresh the page so that the latest changes can take effect. Go to Settings area and you should see      HTML Email Editor and HTML Email Templates under Solz Editor tab.

3. Clicking on the HTML Email Editor loads the rich html editor pane.

The top left dropdown has the “CRM Email Templates” that you already have in the system. At the right “template gallery” stores sample HTML that can be used to quickly create HTML based email templates. We have couple of templates that we provide with the solution that you can use.

4. Select the template that you need to edit from the CRM Email Template box and click load. This loads the existing template into the rich editor with a tool bar for editing. You can now start from scratch and do further customization of the template to create HTML rich emails or you could load a sample HTML email from the template gallery. This will replace the content in the editor with html email from template gallery. Once edited the template can be saved to back into Dynamics CRM using the “Save” button.

Little text on the left bottom tells you which template is being currently edited.

5. “Open Template” button will open the saved template in Dynamics CRM where you can add Dynamics CRM fields such as Contact Name, Account Name etc.

The tool is now released and additional versions of the same will be available from time to time. If you are interested in integrating the same in your Dynamics CRM solution, please do get in touch with us at 

@http://solzit.com/soluzione-services-releases-solzeditor-new-rich-html-email-template-editor-utility-microsoft-dynamics-crm/

Soluzione IT Services – A Microsoft certified CRM consultant

Soluzione IT Services – A Microsoft certified CRM consultant

Microsoft Dynamics CRM

Every business faces some challenges. To resolve such challenges you need unique solutions. Being a Microsoft certified CRM consultant “Soluzione IT Services” deliver new experience to your customers by presenting MICROSOFT DYNAMICS CRM Solution which would be affordable for your business. We are here to deliver change in business processes & reduced risk with proven combination of “Expertise & Technology”.

Customers are King and are Asset of your organization:

With CRM system, you can grow your business faster with reliability at efficient level. Microsoft Dynamic  CRM solution is itself a new age in this modern technology world. It is becoming dynamic on each release with additional functionality. It helps your business to achieve goals since such solutions are customer focused and your customers are the true asset of your business. We deliver custom solutions depending upon the requirements; we undertake implementations in various engagement models.

When it comes to business objectives, you must surround with these questions and our solutions are focused to solve these queries.

• How to acquire new customers?
• How to develop long term value for customers.
• How to optimize & monitor cost of marketing, sales, and services & business processes.

On implementing CRM solution to your business, first we ensure customer view then we optimize IT investments as well as we focus on reduction of implementation times. We move with right planning to manage each aspect of your customer by providing excellent customer service experiences. To make long term customer relations, your services should be proactive, personalized and predictive across three levels i.e. Marketing, Sales as well as  Customer Service

Why Soluzione is the best CRM provider?

Our CRM Solution is a fully integrated dynamic Customer Relationship Management solution which is designed to help to different sizes of organizations. For every business, it is necessary to manage customer relationships across sales, marketing, and customer service areas. We are dedicated to find new ways, so that your clients would lead in their markets.

To know more visit

http://solzit.com/soluzione-it-services-a-microsoft-certified-crm-consultant/or talk to our experts.

Soluzione now offers Adxstudio Website development for Dynamics 365

Microsoft made the acquisition of Adxstudio in 2015 and Soluzione IT services is now poised to offer the solution to Dynamics 365 users moving forward for developing public facing solutions on the Microsoft Dynamics CRM platform.

Adxstudio is a portal application that interfaces seamlessly to Dynamics CRM. The Adxstudio solution enables a public facing environment to customers and provides secure portal access to CRM Data. Adxstudio Portals supercharges Dynamics CRM into an interactive web engagement platform with dozens of features, apps and starter portals to get your implementation off the ground in record time. Soluzione can leverage Adxstudio capabilities to integrate your corporate website with Microsoft Dynamics CRM and bring all the features of CRM to the forefront of your site.

Adxstudio is loaded with features and is tightly configured to work with Microsoft Dynamics CRM seamlessly with out additional development cost.

Features

•   Traditional website deployment using IIS server or Azure

•    Link to Microsoft Dynamics CRM directly

•    Provide portal access to your customers

 •    Multiple authentication methods for your customers

 •     Create custom forms in CRM to publish to websites

 •      Create customs views with the abilities of create, update                                  and delete

 •       Create custom action buttons that will trigger workflows                                  in CRM

 •        Create multi-step forms with multiple entities and publish                               to your website

  •       Use the popular bootstrap.css to update site skin.

 Key Advantages & Benefits 

Pre-Configured Portal Starter Scenarios - Get started quickly with Community, Government, Retail, Partner Channel, Conference and Corporate starter portals in the box.

Mobile ready Page Layouts - Your CRM portal is ready to use on mobile, tablet and PC devices - thanks to our implementation of the Bootstrap responsive HTML5 & CSS3 framework, your portal is ready for the devices of today, and tomorrow!Liquid Templates to reuse content on site and Manage content using the Content Snippets.

 Built for Social Engagement - Get your community buzzing with interactive discussion forums, blogs, ideas, issues, events, surveys and polls. Use ratings and comments to generate deeper BI and identify brand advocates.

Self Service Portals for Customer Support - New Customer Help Desk applications feature self-service, knowledgebase, case-deflection, ticket ecommerce, entitlement and case management.

Enablement for Non-Technical Site Editors and Managers - With the new Entity Form and Entity List features, non-technical users can build and configure fully functional web apps, without engaging IT or writing a single line of code.

Keep Track and Take Advantage - Every portal interaction is instantly available from within Dynamics CRM, use them to trigger workflows and activities, customize visitor displays dynamically in real time, personalize marketing and enhance self service activities.

 Multiple Deployment Options - Adxstudio Portals supports all deployment models, including CRM Online and Windows Azure. Work from the cloud, a hosted facility or on-premise.

Soluzione is offering free consultations to discuss ways to style Dynamics CRM to empower your employees to be productive, empowered and to capture valuable business data to grow your business. Just drop us a line at info@solzit.com

Dynamics 365: Success Powered by the Soluzione Approach

Dynamics 365

10 things & more about Soluzione Dynamics 365 practice

The Soluzione approach to developing, Customization and Implementing CRM systems has evolved over 10 years and over hundreds of projects. Our approach to requirement gathering, communication, project management, development and implementation ensure - we deliver spot on, on time and on budget.

We manage the implementation of Dynamics CRM based on recognized industry standards for project management and software development.We recognize that stability, usability and flexibility of enterprise applications are critical for any sized business. Dynamics 365 ticks all of these boxes of ensuring critical success factors and benchmarks are met.We are committed to doing everything within our power right from day one to ensure that our customer engagements are successful. The following are the cornerstones of our Customer Success.

#1 Keeping Customers First Always-Team Soluzione will take the time to understand your business and your project.We initiate with a disciplined discussion your objectives, processes, skills and strengths and goals you want to achieve. We ensure we understand what the project and business is all about. This helps us identify and deploy the most appropriate implementation approach for your business objectives, in complete consultation and synchronization at all times.

#2 Ensuring the Critical Success Factors-Our experience has proven that taking the effort & time to define the critical success factors and specific success criteria can makes all the difference between success and failure. . You can use these to easily identify that we have met your objectives and expectations. These CSF criteria are what we use to evaluate our delivery - every step of the way.

#3 Pursuing Project Management Excellence -Powered by Microsoft Dynamics Sure-Step methodology, the official software development process methodology for Dynamics CRM our implementations are planned to fit the project based on size, complexity and budget. All projects is executed by an experienced and certified project manager.

#4 Making it Fail-proof?-Implementing a CRM is an important business decision; we ensure we thoroughly understand the project and use industry standard software development techniques and frameworks to achieve a successful implementation on time and every time. Our Endeavour is to help you focus on your business, while we ensure that you are engaged transparently every step along the way.

#5 Eliminate Uncertainty-When implementing new systems to your business it can be tempting to seek cost savings by doing it yourself or seeking help only when problems arise. Our Microsoft Dynamics 365 CRM practice has built a wealth of experience in how to maximize the benefits as well as eliminate some of the pitfalls. Working with a partner like Soluzione helps you ensure your journey to Dynamics CRM is smooth, and that you achieve the outcomes you seek. Whether you just need a little help with the tough stuff, or would prefer someone to just make it happen, partnering with an expert helps you ensure your CRM journey is a positive one.

#6 Microsoft Gold Certified-Soluzione is Microsoft Gold Certified in CRM. That means our customers gets the confidence that we have invested in the training to ensure our team are leaders in their fields, and that we have a track record of CRM success upon which we can draw.

#7 Deeper Integration-We’ve built up a wealth of knowledge over hundreds of CRM projects that really comes into its own when it comes to connecting systems. Whether that be integrating CRM with proprietary line-of-business applications, financial systems, SharePoint, or to Microsoft Exchange our integration experts can help you unlock the full power of your business systems

#8 Out-Of-The-Box Accelerators & Connectors-We create add-on’s and connectors that can quickly be deployed to new or existing Dynamics CRM implementations to extend the solution across the organizations systems and create additional value.

#9 Support-We frequently provide first level support or back up inhouse teams. Our access to Microsoft technical support and product teams, and you can be assured that your Dynamics 365 application will be available when you need it.

#10 Expertise- Our qualified Dynamics CRM resources provide the advantage eliminating risk at all stages and maximizing the potential of the solution as per industry best practices and innovations. 

SolzRBM

Switch to SolzRBM – Deliver Performance with Superior 360 degree Student Experience

SolzRBM is an all-new cutting edge Enterprise Business Solution for managing an RTO operating in Australia. Soluzione IT service brings a fresh approach to manage and automate an Australian RTO business. While most RTO software claim to automate processes only very few deliver the flexibility and architecture to keep evolving to deliver true “Student Centricity” and Growth Automation.

Technology & Deployment

SolzRBM is based on latest cutting edge technologies which works on desktop, tablet and mobile. Microsoft Dynamics CRM and other complementing technologies power SolzRBM. Available as an on-premise or in-the-cloud solution, SolzRBM delivers the elasticity of implementation choice to evolve the mission effectiveness of RTO organizations of all sizes now and into the future.

 How To Implementation 

We work closely and professionally to partner with clients over the long-term to help them achieve their business objectives. We understand that installing a new enterprise management system is a challenging project therefore we have adopted some guiding principles for smooth and seamless implementation.

To know more visit www.solzit.com  or talk to our experts.