Soluzione’s Activity Timeline- An Interactive Vertical Timeline View

You cannot imagine CRM without activities, activities play a vital part in managing customer relationships. Dynamics CRM provides an activity pane which is an amazing placeholder to display all customer interactions in one place. But it has its own limitations, so many times, we want the users to view activities but while adding we want to capture some more fields, for example, adding a custom follow-up field on task or showcasing the activities in more interactive manner.

Dynamics CRM 365 July update in future releases promises to address the latter part which is revamped activity timeline view. But the original part still remains a challenge and Soluzione’s activity timeline tries to overcome those. Key design parameters with which we started the activity timeline are below:

• Single contextual view: In the default activity tabs we are unable to view activities and notes in a single pane. There are different tabs for viewing the same and does not give the complete timeline context.
• Visually appealing and Interactive: You will have to agree that default activity timeline is a bit mundane and CRM is all about engaging. So, we wanted to attract and encourage users to engage & contribute to a more visually appealing view.
• Customizable: Above all, the most important feature is that we can be able to customize the way it behaves, the form it opens etc. We have had so many customer requests.

Soluzione’s activity timeline is a vertical timeline view which enables you to see activities and notes in a single pane. We have provided different colours for different activity types which are eye-catching and users are able to differentiate activities very easily. Being a web resource, we are able to customize the behaviour and add additional fields.
So, without any further ado, below is the screenshot of our activity timeline view.



As you can see above we have removed the CRM default activity timeline view and added our own view. It can be enabled on any entity and similar to associated activity grid, it will show all activities either from related (regarding) or (to, from, cc, bcc) activity party fields.



At the top of activity, the timeline is the activity toolbar (1) where one can add a new activity. It opens the default CRM form for activity.

On the left (2) is the set of activities that have occurred with clearly marked icons and grouped by month and year.

Each activity has the contextual menu (3) from where the activity can be edited. Clicking on edit opens the default CRM form which provides the entire activity view and the same can be edited.
Each activity has a status identifier (4) which indicates what is the current status of the activity such as the draft, completed etc.

A note is a special type of activity that has inline actions i.e. users can create, delete and edit notes directly within the activity view. Below diagram depicts the inline operations for notes.




Similar to create on editing the notes can be edited in an inline view. Notes can be directly deleted by clicking the delete (X) icon. File attachment to notes can be downloaded or deleted as depicted from an inline view.

Now coming to the extension part which is the real strength and why we developed this. We had a requirement wherein selective notes needed to be displayed on the customer portal (trainer). We extended the notes entity and our vertical timeline to include an additional field (Is Visible to Trainer?). This field could be set the by the end user while creating the notes directly.

Figure: Extended timeline view with additional field capture while creating notes.

We hope that in future releases Dynamics 365 would allow for such customization but for now, our activity timeline is working well for us and our customers. In future releases, we are planning to enhance this by adding more contextual options like marking an activity complete and so on (hopefully next year now).

Till then Happy CRMing… Wish you all Merry Christmas and Prosperous New Year from Team Soluzione.

SolzCare: The Perfect Platform for Your Healthcare Solution

Role of Customer Relationship Management in Health-Care
The domain of Health Care is undergoing an unprecedented scale of change in terms of both dimensions and proportion. This is empowering the participating organizers and facilitators in re-visualising how they captivate consumer attention while delivering satisfactory services in an efficient and cost-effective manner. Thriving with these market trends requires innovative thinking, new technology, and efficient ways to meet and exceed client requirements while keeping a continuous track of their immediate and future needs to develop the ability to provide alternatives as and when conducive.

Why is SolzCare the perfect CRM platform for HealthCare Solution?
To accommodate your current software and infrastructure requirements\constraints, SolzCare is available in both On-Premise and On-Cloud Models which is again based bifurcated in two platform flavours of Microsoft Dynamics 365 and Microsoft.NET.

As a software, SolzCare leverages Microsoft Dynamics 365 with integrated back-office systems which accommodate modules specializing in HealthCare like Intake, Assessment, Survey, Care Scheduling, Volunteering, etc. along with supplementary modules for managing the organization’s internal, external and partner functions like project accounting, administration, financing, field services and other functions that bring together the entire lifecycle of Healthcare Provisioning along with organizer and facilitator management thereby ameliorating and automating your process-flow end to end.

Implementing SolzCare Dynamics 365 solution helps in the overall standardization of your business model providing a flexible centralized system that is accessible through PC and Mobile bring inter-departmental visibility through smart reporting capabilities and thereby helping in significant improvement in observability into facts of what is happening at every stage with a high degree of precision in real-time.

Key CRM HealthCare Solution Features of SolzCare
The following features of SolzCare make it unique from all other CRM HealthCare software:

• Business Intelligence in Automated Reporting through Real-Time Dashboard:

Interactive dashboards of SolzCare help in bringing together a diverse set of relevant information to a single view allowing HealthCare service provider to have visibility to the complete spectrum of their inline services with the prompt update of progress through a single click.

• Interactive Timelines for Activities:

Need-based Business Workflows can be designed and incorporated into existing model for the diverse range of activities like triggering an automated email, notifications and\or creation of new tasks automatically that fall in line or in parallel to an existing flow.

• Smart Scheduling with skill-based Assignments:

The scheduling engine of SolzCare CRM HealthCare Software provides complete visibility to the scheduling module handlers for all services present in the system and links them in accordance with the matching skillset of service provider which can be linked directly to the calendar of each provider, requestor or the team’s shared calendar that can be made available to supervisors, manager both inside and outside the organization.

The biggest advantage in using SolzCare as you CRM HealthCare Software is it the fluid ability for being customized and fine-tuned to be a perfect fit for your organization that works as an accelerator in improving execution of processes across all verticals and horizontals of an organization both internally and with partners and other associates.

For More Info https://www.solzit.com/health-care-services/

CRM IS NOT JUST FOR SALESPEOPLE

Gone are the times when Customer Relationship Management, or CRM, was the exclusive domain of the sales team. Salespeople were the only liaison between the customer and the business. Those days are over.

Meeting customers’ expectations and beating the competion today requires input from all functions in an Organization. The New customer expects to have a deeper relationship with you. Whether you are a small and medium business (SMB) or a giant conglomerate agility is a supreme requiment.
Irrespective of the size of your business, leveraging data and technology to make deeper relationships, customers’ needs are at the centre of your business. Every business today is interested in collecting more and more data and leveraging it to do better. When that data is organized and focused to serve the customer, it also improves productivity. Employees go one place to and the answers they need—no matter where their work takes them.

A good CRM like Dynamics 365 enables you to build an excellent customer experience and provide capabilities beyond lead and opportunity management. Here are 10 value adds beyond sales that a custom Dynamics 365 implementation can deliver

1. Enable cross-sell and upsell and increase customer value
2. Bridge disconnected applications and drive real-time Business Intelligence
3. Streamline Asset and Facility management
4. Improve real-time coordination across departments
5. Automate processes and workflows to increase productivity
6. Ensure compliance with consistent processes
7. Provide unparalleled customer service & Field Service Automation
8. Deliver highly personalized customer experiences
9. Automate Project Services and Delivery

Soluzione IT service can be a partner in your endeavour to get more out of a Dynamics 365 implementation. Reach out to us for an obligation free demo and consultation - mail us at info@solzit.com and visit us at www.solzit.com

Business Management Solution for Small Businesses

Running a small business is not a cake walk and we all agree with this fact. The SMB owners and managers suffer from lots of challenges and the biggest one is sustaining in this competitive world and creating their own unique identity. Every business faces lots of challenges but the fact is that there is no problem without a solution and every problem can be fixed, it may be difficulty in finding customers, gathering leads or balancing quality and growth in the products or services.

In this Advanced Digital Era, everything is fast paced and so every business needs a solution that assists them with their Management of Business. They need a solution for the easy flow of the processes and that we provide with the comprehensive solution for the small businesses. Everybody is looking for life hacks.
Solz Biz is the solution which can easily tackle your day to day work complications and can make your life and business smooth and be running. Here are a few issues that you might be facing in your daily work:

• Managing and Retaining Customers: It is not about the small businesses, even for the big enterprises, lead generation is the most important issue. Managing and retaining the customers is the basic milestone for retaining any business.In SolzBiz you get to store every fact and communication that you made with any customer. You can take the sales lifecycle right from the Lead to a full-fledged Order and can store and retrieve every bit with a single click.
• Stock Management: Another important concern for the small businesses is the stock management, as there are a variety of products, the trackability and performance calculation of the product is not a one-man job. It needs lots of effort and consistency.If you are facing a similar problem then Solz Biz is the best match for you, as it regularly calculates the availability and performance of the product it shows that which one is the best performing product of the month or a week accordingly.
• GST Readiness: With the continuous evolving government policies, it has become a very difficult to maintain a consistency in billing and invoicing.SolzBiz provides the consistency in billing, invoicing with complete tax calculations scheme which includes CGST, SGST, and IGST.
• Ease of Accessibility: You will find many Business Management Solutions overloaded with features but they just leave you managing the management solution. SolzBiz is the solution specially designed for the small businesses to enable them with the features focused on the people who are looking for a new era solution present with them anytime and anywhere.

With foresight and persistence, there is no such problem that can’t be resolved. Being an entrepreneur, you already have all the skills in abundance, the only way is applying them in the accurate direction to boost your business.

USE CUSTOM ENTITIES IN GLOBAL EMAIL TEMPLATES WITH SOLZEDITOR

In Dynamics CRM, there is a feature to create email templates. These templates can be created for a specific entity or globally. But there are two major limitations with the out of the box email template editor of CRM:

1). There are only a limited number of entities which are supported for creating email templates:

So, we can create the template for any of the above entities or can create it globally. We cannot create template for any custom entity.
2). We cannot use attributes of any related entity. For example I create a template for Contact entity:

Now when I try to add attributes of any related entity with Contact, I don’t find all the related entities and can see one primary entity(Contact) and two related entities(User and Account):

Solution of the above two problems:
So, to overcome the above two problems, Soluzione has made an enhanced Email Template Editor which is called as SolzEditor. It is actually also a rich text editor where you can add styling, colours, fonts, etc to the email body:

Let’s create a new template:
1). Select ‘Template Type’ as ‘Global’ then click on OK:

2). The default out of the box email template editor gets open. Add the title and subject then Save and Close the template:

3). Open SolzEditor and select ‘Test Email Template For SolzEditor’ for CRM Email Templates option list. As this template is a global template, we can select any entity of our CRM instance from the list of “Primary Entity”. For now select ‘Cricketer‘ as the Primary Entity:

4). After selecting ‘Cricketer’ as primary entity, the list of ‘Related Entity’ gets auto filled. Select any entity:

5). After selecting Primary Entity and Related Entity, the Primary Attributes and Related Attributes gets auto-filled. Select any attribute and insert into template’s body and then save:

6). To test the same, create a new Email record and select a Cricketer record in regarding field and then insert template. The template “Test Email Template For SolzEditor” is shown in the ‘Select Template’ window:

7). After inserting the template, the primary attribute fields get replaced by their values but related entity’s attributes don’t get replaced at this moment:

8). Now Save or Send the email. The related attributes will also get replaced by the values and the email will be sent with the values:

So this rich html text editor is very useful in designing simple or complex templates containing data from primary entities and related entities as well whether it is an out of the box entity or a custom entity.

Thanks

****** Soluzione IT Services ******

Dynamics CRM for Financial Advisors

Personal connect is at the core of any financial advisory practice and directly impact the growth of your firm. The flip side is that as you grow it also becomes extremely difficult to maintain personal relationships with each client. This is where CRM comes to rescue and can address these issues while empowering financial advisors to scale their business. CRM system is one of the best ways to improve a firms' ability to connect with customers.

Microsoft Dynamics CRM is one of the leading industry CRM solutions that can truly help individual advisors, and advisory firms to take the customer engagement and automation to the next level while increasing the productivity and efficiency.
Microsoft Dynamics CRM system can assist you and your organization in multiple ways by:

• Account and Contact Management: Manage customer’s (account) and contact information in a single place with the easy-to-view layout. Data can be viewed at the right places enhancing the productivity multiple folds. Multiple staff members can collaborate and track information for the customer effectively.
• Activity Management: Dynamics CRM provides you with comprehensive activity management capabilities. Activities are used to record a specific type of communication, as well as the subject, time and details of that communication. Activities are actions such as emails, phone calls, meetings, appointments etc. Using activities helps you and your organization understand all of the communication your organization has had with each customer or prospective customer.
• Sales Management: Dynamics CRM allows you to manage leads and opportunities with ease. You can capture and define your lead stages, qualify them for opportunities, auto assign leads to your team, track activities and close more deals. CRM allows you to use multiple criteria to segment clients and work with them accordingly.
• Financial Planning Questionnaire: You can Send financial planning questionnaire (FPQ) as a link to your new or existing customers. Customers can fill the data on any device in a simple wizard-like form. They can save & exit the FPQ at any point and come back to the same step to continue providing the data.
• Financial Data: Dynamics CRM is one of the very few CRM platforms that can be extended to suit your requirements. Being a CRM at heart you could easily extend Dynamics CRM based solution to capture financial such as Assets and Liabilities, Cash Flow, Existing and Recommended Insurance, Existing and Recommended Investments etc.
• Task Management: Many processes are routine and have well-defined tasks. Dynamics CRM allows you to create or automate such regular tasks by assigning tasks with deadlines to an individual or team owners e.g. Customer On-Boarding etc.
• Automated Workflows: Automate background processes to gain efficiencies. When a certain event occurs, you can set up an automated workflow like send birthday greetings to existing customers on their birthday or send a reminder email to the prospective new client with details of the meeting etc.
• Document Management: Manage all your documents, note and any other attachments with ease in Dynamics CRM using the native notes attachment capability. Documents can also be stored in industry-leading document management systems like SharePoint or OneDrive.
• Advanced Security: Being into financial industry security is of utmost importance, Dynamics CRM provides role-based, hierarchy-based and even field level security. When you start using a solution that your organization is going to heavily depend on then you also need a way to track what happened with the data and who changed it and when. The CRM can allow you to track these changes for analysis, reporting and data audit purposes.
• Dashboard and Adhoc Reporting: BI and Analytics is the future of CRM. Microsoft Dynamics 365 offers you customizable dashboards, powerful reports, and support for Power BI. It delivers comprehensive business information and user-friendly visualizations. Dynamics CRM enables people with various business functions to have dashboards and reports customized to their roles. Mid-level managers can have transaction reports and dashboards while the top management can have dashboards providing an overall view of the system.

A key to successful reporting is “Adhoc Reports/Queries” that will enable the user to generate data and reports based on their own criteria.

• Mobile Access: All of the above is useful when all (or most of the above) features are available to associates on a mobile device while on the field. Microsoft Dynamics CRM can be accessed over the web, tablets and on mobile (iPhone, Android) giving user complete flexibility.

Microsoft Dynamics CRM 365 can boost advisor productivity, improve customer engagement and help you grow in a cost-effective manner.
Soluzione has a specific solution for financial advisor/ planners to transform their business processes using Microsoft Dynamics CRM 365.  Feel free to have to reach out to us at info@solzit.com to know we can help you accomplish a simple yet comprehensive CRM solution.