Terminologies in Dynamics 365 For Sales

Sales professionals often use the word Prospect as part of their sales cycle and others use the term Deal for the same. Getting this right for your business, understanding how Microsoft CRM views these record types as Leads and Opportunity, and connecting the two is an important part of setting up your Sales CRM correctly. 

Many companies classify a lead as a potential business. They relate it someone they have not had any previous business dealings. For example, a Home insurance business could purchase a list of new homeowners in the local area and this would be a list of leads. In most organizations the sales cycle or process followed would mandate that the one would market to the business and thereafter qualify or disqualify the lead. 

How does a lead become an opportunity?

In Dynamics CRM 365 qualified lead becomes an opportunity, which in turn can be won or lost. This is usually based on qualification. It is generally accepted to be the stage at which there is some chance however small it may be, of winning the business.

Also a lead is usually disqualified when there is absolutely no chance of closing a deal or doing a business. Yet if there is a longer-term possibility, example 12 months or more, should the lead be disqualified et all? Also in the interest of tracking the lead should a follow up be setup. Also can a long term opportunity be tracked in the CRM system? There are

advantages and disadvantages of these scenarios, relating to reporting.

There is always a possibility that a long term potential is forgotten, with staff getting engaged in day-to-day activities.

Using “lead nurturing” can also be quite helpful, where long term leads or opportunities are separately maintained and the system will comes up with alerts and reminders in 3 or 6 months whatever time its likely to mature into an opportunity.

When a lead is converted to an opportunity in the CRM, it also carries this data of the originating lead and therefore the source campaign. Over time, one will be able to view the value of these customers based on the source campaign.

 Also in case you don’t set up a lead and start the sales process at opportunity stage, you can potentially lose some of the reporting metrics related to the lead and campaigns.

The term prospect is also used by many organizations. If this is the case, it is possible to modify the naming conventions in your new Dynamics CRM system to reflect this, just as one could change customer to client if this is the terminology you use.

How to Classify existing customers in the CRM? 

Marketing wisdom says that “it is easier and less expensive to sell to existing customers than generate new ones.” An important question: what about potential to sell new products to existing customers? So if you sell office, and introduce a new range of Chairs, should you be creating leads or opportunities for each of your existing customers? The moment you split this up you are also more than likely going to be looking at two sets of reporting metrics across your new range.

Can an existing customer also be a lead?

Microsoft Dynamics 365 for Sales is set up to accommodate this capability, the question is more, and does this actually meet your business requirements? The lead functionality in CRM is very powerful, however, and if you elect to use this, when you create a lead for an existing customer, and then qualify this lead, the opportunity inherits the “originating lead” field and this will allow for deep analysis on campaigns and the leads created. 

You need to decide on a process and stick to it. If your rule is leads are only ever companies that you never deal with, then during configuration the Existing Customer and Existing Contact fields should be removed from the sales process so that users do not link these to existing customers. There is no right or wrong way to do this, and in Microsoft Dynamics CRM both options are available.

There have been instances where Dynamics implementations have changed the term opportunity to deal for a few customers, where they felt they were chasing a deal and not an opportunity. There is no right or wrong, but take a minute, pause for a while and consider what is best for your organization, and whether, if you change, will this change be easily accepted across the business.

If you have been calling something “Prospects and Suspects” for many years and this in inculcated into the corporate culture, then making modifications to your CRM may well be a small price to pay to keep it this way.

Contact us on info@solzit.com or visit www..solzit.com

Social Selling with Dynamics 365 for Sales

Social Media now is a new sales channel available to sales teams, who can gather intelligence, source new leads, and build credibility through social selling. Employees in any role can leverage social insights to better understand the voice of the custom.

Microsoft Social Engagement, a part of Dynamics 365, helps your organization harness the power of social media to achieve real business results - not just Likes and Shares. 

Using Microsoft Social Engagement One can

1. Build seller credibility

Sellers today are using social channels to learn more about their customers and prospects and source new leads. And serious Buyers today use a wealth of information available online to research about the products they're interested in. They also   find key information about the sellers they interact with, and social channels like LinkedIn, Facebook, and Twitter are a huge piece of that.

Interestingly Social Selling Assistant, now available through Microsoft AppSource, leverages the power of Azure Machine Learning to recommend content to share and keep you informed about your company, competitors, or customers on social.

The Social Selling Assistant's built-in intelligence and integration with the Dynamics365 for sales application means it takes only a few minutes each day for your sellers to build a credible social presence, gain insights and learn what's top-of-mind for customers.  

2.Sales, Service, and Social with the power of Dynamics 365

Microsoft Social Engagement is included with most Dynamics 365 Application and Plan subscriptions at no extra cost, so everyone in your organization can have better, more personalized engagement with customers on social media.

3.Care for customers on whichever channel they choose

Customer service processes are more complex than ever. Phone, email, chat, and social are available to customers can choose to reach out or publicize their good or bad experiences. And with criticisms and complaints being so visible and viral on social channels, what used to be a simple customer service issue now has the potential to become a major PR Crisis if an angry tweet goes unaddressed. Customers expect a time bound response to social media questions and complaints about service issues organizations today face a big challenge in deploying a full-scale, Omni-channel customer service team that can support these media proliferation's.

4. Omni-channel care

Microsoft Social Engagement enables effective simplification of the process for service agents. From automatic intent detection for information requests, support requests, and complaints to smart sentiment and the ability to automatically route social posts as cases, agents can focus on delivering excellent customer service in a timely manner. 

5.Identify prospects and generate leads

Instead manually sorting through social media noise, posts can be automatically routed as leads into the Sales application automatically. Leveraging artificial intelligence and machine learning, social media posts become leads through Microsoft Social Engagement and Dynamics 365 for Sales. 

The new app has the ability to detect the intent in any social media post. Purchase intent is one of the indicator sellers can capitalize on. Machine learning enables the Dynamics365 Sales application to identify incoming posts with purchase intent. Feedback can further fine tune responses to the intent.  

 6.Machine learning & Auto Tagging:

If information requests, support requests and complaints aren't the right categories for your organization, Microsoft Social Engagement offers the ability to create custom tags for categories that matter most to your team, and a few manual categorizations up front allow machine learning to start working, automatically tagging and routing the posts in your custom categories to Dynamics 365 for Customer Service to be resolved, or assigning them for triage right from Microsoft Social Engagement.

Curious about how social can change the way you engage with customers on your digital transformation journey? Discover Microsoft Dynamics 365 with Soluzione IT Services. Dynamics 365 is Microsoft's next generation of intelligent business applications that unify CRM and ERP capabilities, enabling your organization to grow, evolve and transform to meet the needs of your customers and capture new opportunities.

 Contact us on info@solzit.com or visit www..solzit.com

Dynamics 365 for Talent is here!

Microsoft has announced the launch of Dynamics 365 for Talent– a collection of cloud services empowering more connected, engaging and intelligent talent experiences. Dynamics 365 for Talent helps you attract, empower and optimize your people, along with key integrations to Office 365, best of breed service providers, Dynamics 365 for Finance and Operations, and LinkedIn.

Search & Recruitment: Dynamics 365 for Talent is integrated with Office 365, LinkedIn and Skype to enable hiring managers to quickly set up the right interview team and interact with both the candidate and hiring team’s availability. In addition, integration with Skype provides a more efficient and cost-effective way to conduct interviews with candidates in any location. Mobile experiences ensure that interviewers can rapidly share feedback to shorten the time to fill roles.

Candidate Engagement: With Dynamics 365 for Talent candidates stay in the loop with a personalized guide that shows their application status, allows submission of interview availability, and provides transparency across the entire hiring process. Candidates now have one reliable place to track their job application.

On boarding- Dynamics365 for Talent helps you create step-by-step on-boarding guides for new employees that help them feel welcome and keep them engaged, even before their first day. Let new employees know what to expect on their first day by giving them clear activities to tackle, and providing contacts or any other resources they may need. With Dynamics 365 for Talent you can easily provide personalized on-boarding that sets new hires up for success, while saving time and driving consistency with on boarding templates for different job functions or employee types.

 Employee Empowerment: Empower your employees to take full control of their administrative tasks, like requesting vacation and manage their direct deposit. Managers have a single place to gather insight and take actions for their team. Everything from compensation, competency and leave can be managed for a team in a single place while gaining insights from embedded Power BI reports. Your people get the tools they need to succeed, and you get the people analytics required to simplify processes, facilitate agility and optimize HR programs.

Process Optimization:Through the creation of comprehensive workflow checklists, HR can now execute on their strategic plans and optimize HR processes in a way that keeps everyone in the know and on task. Now HR can focus on programs that align to strategic business goals such as culture building, competitive benefits and compensation packages and leadership development.

Dynamics 365 for Talent leverages the common data services platform with built-in extension points for Microsoft Flow, Power BI, and Power Apps. 

Key integrations to support the overall business:

• LinkedIn
• Microsoft Dynamics AX 2012 R3
• Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition
• Background screening
• Global payroll providers
• ATS providers

The rollout at the Technical preview state, Soluzione will be comprehensively provide consultation and guides for the adoption to its existing and new clientele progressively.

Visit www.solzit.com or write to us at info@solzit.com  

Transform your field service organization : Dynamics 365 Services from Soluzione

When you are in a business the most important credential that you carry is your customer relationships. While the organizations are busy pitching for newer customers, they also know that it is much more important to retain and keep the existing customers happy and satisfied.  The existing and current customers are always more likely to give your business as they have a continued level of comfort and trust, assuming, you keep them happy.

So how do we maintain this happiness is the big question, all the organizations are working towards. The answer is simple, give them the WOW experience. 

If you are a business that is into Field Service Management, you get many more opportunities to interact with the customer. This gives you more and more opportunity to either make your customers happy or upset. Now how can we grasp this opportunity and use it to our benefit is the next big concern. This can be achieved by giving your field service executives the systems that are optimized to enable them provide the best of service to the end customer.

With CRM-Dynamics 365 field service management solutions from Soluzione, you can create a customer service story that spans multiple channels, maximizes your employees’ efficiency, and exceeds customer expectations.

Field Service capabilities extend Microsoft Dynamics 365 (online) to provide a complete Field Service management solution, including service locations, customer assets, preventative maintenance, work order management, resource management, product inventory, scheduling and dispatch, mobility, collaboration, customer billing, and analytics.

Microsoft Dynamics 365 for With CRM-Dynamics 365 field service management solutions from Soluzione, you can create a customer service story that spans multiple channels, maximizes your employees’ efficiency, and exceeds customer expectations.

Field Service helps you:

•        Optimize your service schedule with efficient routing, resource skill matching, and reduced travel time.
•         Increase first time fix rates and on-time delivery performance.
•         Enhance real-time communication and collaboration between customer service, dispatch, field agents, and customers.

Features and functionalities that set Dynamics 365 for Field Service apart: 

Real time Connected field service

Dynamics 365 filed service can help solve issues before failure, identify under performing products by looking at aggregate device data and perform “just-in-time” preventative maintenance. You can detect, troubleshoot, and resolve issues remotely so a technician is dispatched only when necessary. Know a problem before a customer does and prove customer satisfaction . Predict when a device needs attention, or signal when preventative maintenance is needed and improve productivity. 

Optimize Resource scheduling

 You can automatically schedule work to the most appropriate resource. At the same time you can optimize to fit in as many appointments per day as possible.  One can match schedules to the businesses priorities to ensure you are maximizing productivity without compromising on  positive customer engagement.

Optimize Resource scheduling

 You can automatically schedule work to the most appropriate resource. At the same time you can optimize to fit in as many appointments per day as possible.  One canm match schedules to the businesses priorities to ensure you are maximizing productivity without compromising on  positive customer engagement.

Unified Scheduling

Microsoft dynamics 365  for field service can enable improved productivity as well as simplified, faster scheduling.One can Schedule individuals, teams, or equipment for any type of appointment including in-house, onsite or remote. Technicians who split their time between field appointments, customer calls, and remote diagnostic appointments can easily be identified and scheduled. Scheduling unification ensures that the right resource is available for the right type of appointment. 

Pro active Customer communication

Keep a customer informed to ensure the customer is updated, appointments are not missed, and enable easy customer access to service interactions.Use outbound text and phone capabilities provide automated reminders and updates to customers while an online portal allows customers full visibility into all service interactions.


Track on MAPs


 Using GIS integration dispatchers can view technician’s daily turn-by-turn routes to easily add nearby appointments and understand upcoming traffic constraints, while organizations can choose any back-end GIS provider. This simplifies manual scheduling, decreases travel time between appointments, and provides better value.

Why Soluzione  for Dynamics 365 Field Services Implementation

With Gold-level CRM competencies in Microsoft Dynamics CRM, Soluzione is a Dynamics 365 partner and Microsoft Cloud Solutions Partner with the industry's best-of-breed  certified resources and solutions.  We will with your organization to ensure maximum adoption rates and a faster return on your investment than any other enterprise-grade field service solution. ​​ Reach out to us on info@solzit.com and Visit us at www.solzit.com

 

Power BI expertise from Soluzione IT Services

In today’s dynamic world, the focus of all businesses is to consolidate their business data and get a reporting system which as dynamic as they are. They almost need a living data. With Microsoft’s Power BI, you now have the power to see your data in the best of formats, as quickly as you need and slice-dice it as you like. 

Soluzione ITServices is now uniquely positioned to provide you with wide-ranging Power BI services. We have now the necessary capability at loading data into Power BI from your Dynamics 365 CRM environment or any of the other variety of data sources, designing dashboards, providing best practices, and giving guidance concerning your master data management, data governance, and cloud strategies.

• Our Power BI dashboards render much faster than BIs built with traditional style. We build them such that your Power BI solution is more accessible for other uses such and self-service analytics.
• We have pre-developed lots of proprietary industry and department dashboards. This allows us to rollout speedy implementations.
• All of our Power BI dashboards are designed to provide you with actionable information that is rich in context.

Here are some pointers and key facts about Power BI:

Power BI is a suite of business analytics tools to analyze data and share insights. 

Power BI dashboards provide a 360-degree view for business operators with their most significant metrics in one place, updated in real time, and accessible on all of their devices.

With one click, users can explore the data behind their dashboard using intuitive tools that make finding answers easy.

Creating a dashboard in Power BI is very easy, thanks to connectors for popular business applications, complemented with prebuilt dashboards to help you get up and running quickly.  And you can access your data and reports from anywhere with the Power BI Mobile app, which updates automatically with any changes to your data.

You can combine data from disparate databases, files, and web services with visual tools that help you understand and fix data quality and formatting issues automatically. With over 20 built-in visuals and a vibrant community of custom visualizations, create stunning reports that communicate your message effectively. You can publish reports securely to an organization and setup automatic data refresh so everyone has the latest information.

Power BI can unify all of your organization’s data, whether in the cloud or on-line. Using the Power BI gateway, you can connect SQL Server databases, Analysis Services models, and many other data sources to your same dashboards in Power BI.

How to manage an optimal Dynamics 365 Rollout

Microsoft Dynamics has matured to be a product that provides a business with all the facets to improve and enhance their daily functions. Also, rolling out Dynamics for your business is easy, if you have the right consultants to assist you.

Dynamics CRM 365 is now a super user-friendly product that makes is a single click event for the customers themselves to customize their own preferences. They can change the aesthetics, themes, views, dashboards as they prefer.

But in reality, the real crux of the matter and a Dynamics 365 rollout lies not with the look and feel, but with the decision of how the business needs to flow. This is the base of your optimal Dynamics 365 Rollout.

Here, in this blog, we focus our attention on the business side and the best practices to rollout a smooth Dynamics 365 implementation:

Infrastructure is the core: First of all plan whether you want to go on premise or on-line. This will depend upon whether you want to maintain a local data and infra and have an administration team to handle it, or you want Microsoft to take care of this all. In either case, also plan how many instances you want, like development, sandbox, production and get them all at once. This will save you from versioning issues at the time of deployment.

Consider out of the box features before customizing: As we all know, Microsoft is unceasingly in a pursuit to make Dynamics 365 an all in one business solution and hence updating it every now and then. So it is very important to first understand, what are the features available out of the box, optimized and ready to use, rather than straight away jumping to customization features.

Educate stakeholders on Dynamics 365: Present a relatable business situation to your stakeholders through Dynamics365. There is no point just looking at the isolated functionalities with no context to business. Dynamics 365 is actually versatile in customization, however generally you don’t have to be compelled to re-invent the wheel!

Do not try to fit the business in Dynamics 365: It is very critical that we do not try to fit the business processes into what comes with Dynamics 365. It is more important, that Dynamics 365 fits in your business correctly. It is very important to first identify what the business needs and then see whether it can be achieved by Dynamics 365 or not, which, it normally does.

Documentation can do wonders: While we all know that documentation needs to be done and done well, we miss out to get it reviewed and bought in ay all the stakeholders. Make sure you do the right documentation which is easy and understandable by all people involved and run by them to make sure all agree for a successful project execution.

Phase-out: Dynamics 365 is elaborate and takes time in adoption buy the users. While it is important to keep all the stake-holders involved and on the same page, it is important to roll out the business processes in phases and keep the momentum going.

Training is the key: The most important part of any rollout is not the development but the training. While we can spend months in developing something that is awesome, but will not furnish the purpose till the end user understands and executes what is built. Make sure that you spend the right time training and helping the users, thus enabling them to succeed.

We hope that these guidelines can facilitate your next project and help you in your project execution. 

Dynamics 365 CRM Administration Services from Soluzione IT Services

Role of 365 CRM administrator?

A CRM administrator is liable for crossing the gap between a firm’s CRM system and its users, ensuring everybody is aware of a way to use the CRM system AND ensuring that the CRM is running needless to say. The goal of a CRM is to boost business relationships with clients, facilitate business to boost client service, and drive sales. If a salesman or client support agent isn’t ready to simply utilize CRM, then is CRM extremely useful?

What happens after you do not have a Dynamics 365 administrator?

If associate administrator isn't selected to supervise Dynamics 365 usage, the system begins to flag. Information becomes less relevant as Opportunities are allowed to take a seat open in CRM well past their expiration date. Sales processes do not evolve with the company's ever-changing business model. Dashboards do not show the information relevant to productive use of Dynamics CRM. There may not be one who understands the whole CRM system, and no documentation exists.



How to select a Dynamics 365 CRM administrator?

If you have got determined that you simply would like a CRM administrator, there are few of various routes that your company will take.
Option one is to self-administrate - choose an enclosed resource and has that person become the SME (subject matter expert) on all things Dynamics 365. This administrator would want to own a robust IT background in addition as associate understanding of however Dynamics 365 CRM has been custom-built for your company. They might additionally got to be ready to perceive a way to map your business processes to Microsoft Dynamics 365 processes. This would possibly work for a company that has enough resources to spare from the opposite day-after-day tasks of running their business. For smaller businesses, this may not be a perfect resolution since the initial investment are often high.


Still better select Soluzione IT Services for Dynamics 365 CRM administration
option two:

A second choice would be to figure with Soluzione IT Services as your Dynamics 365 CRM administrator. We will facilitate our purchasers keep their CRM running swimmingly through a zealous watching. We wish to make sure your company is as profitable and productive as doable. Among the various tasks our Dynamics 365 CRM administrator our service 
capability embody the following:


• Monitor CRM information usage to remain among limits

• Perform basic break/fix drawback finding for finish users

• Customise CRM views, forms and Dashboards to make sure that users sees the    information that they have.

• On-board new hires and users

• Develop training tools (videos etc.) for brand new staff in addition as refreshers for    existing users

• Review Integrations with alternative systems

• Keep up with the newest news regarding Dynamics 365 and CRM and the way it affects CRM

• Schedule Dynamics 365 CRM version updates

• Manage email integration tools - Outlook App and Outlook Desktop purchasers.

• Manage Workflows and alternative method tools to make 
sure that they're running needless to say

• Develop and Run system jobs on a daily basis to manage information usage

what is vital in selecting a CRM administrator?

CRM directors got to have a robust IT background, in addition as a deep understanding of your organization’s selling and sales processes. We tend to facilitate businesses to manage their Dynamics 365 CRM systems. We’ve expertise with many various styles of industries. We tend to not solely have a firm information on what specifically a CRM will do to assist your business, however we tend to additionally perceive the sales cycle situations from initial contact with an opportunity through qualification proposal development and delivery and final shut. We tend to additionally use CRM to manage our own business, thus we tend to perceive the day-after-day struggles you face
If you have got not started operating with United States of America nevertheless, he wants of your business and what you wish your CRM to try and do. That way, we'll recognize best a way to assist you.

Why Soluzione IT Services?
While having an enclosed resource perform, as a Dynamics 365 CRM administrator may be a viable choice, there are some clear edges to having somebody outside your company, equivalent to Soluzione IT Services to handle your CRM administration.


· Soluzione has the expertise in CRM administration and advising firms in utilizing the tools to drive sales. Our expertise results in your success.

· With Soluzione as your CRM administrator, it'll permit the folks among your business to specialise in their job and what they have to try and do. Our sole purpose is to assist you to manage your company as with efficiency and effortlessly as doable.


·We are with you each step of the means. We’ll confirm you perceive and may use your CRM.

Soluzione has associate experienced team of resources for Microsoft Dynamics 365 CRM groups accessible to support purchasers across the world. From pre-sales to project management, and user support, we tend to respond quickly with our experience to answer your queries. Our history dates back to 2011, however our expertise dates back even longer. 

Our consultants are advising firms for nearly twenty years to present them the tools to realize their goals. Our expertise results in your success. We tend to use our distinctive approach to assist tiny and medium-sized businesses lower their prices and boost productivity through Microsoft’s powerful vary of cloud-based computer code like workplace 365 and Share purpose on-line.