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.

CRM for Lawyers & Legal Firms

Customer relationship management (CRM) is a term that refers to practices, strategies, and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with customers, assisting in customer retention and driving sales growth.

To be competitive today, Lawyers and legal firms must meet the expectations of both their customers and their shareholders, who expect constantly improving levels of service & engagement. The client relationship is key to any law firm and CRM provides you with a single place to manage your client relationship. 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 lawyers & solicitors, and legal firms to take the customer engagement and automation to the next level while increasing your productivity and efficiency too.
Microsoft Dynamics CRM system can assist your organization in multiple ways by:

• Lead Tracking: Capture and define your Lead stages, qualify them, 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.
• Client Intake: Improve and streamline client intake process making it simple and easy process that your clients will love.
• Comprehensive Account Management: Manage customers and contacts information in a single place. Multiple staff members can collaborate and track information for the accounts 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
• Time tracking and Invoicing: Most of the lawyers lose legitimate billing hours because of the proper billable time tracking system. Dynamics CRM system can help you track customer time and expense categorize them into billable and non-billable, eventually allowing you to generate invoices for billable time to end customer.
• Automate Case Management: Manage all your case data in a single place. Assign case ownership and track case progress with SLA and have reminders for important dates and events
• Document Management: Legal out of all the industry has a lot of paperwork and documents. Microsoft Dynamics CRM provides you with a native document management capability and is able to seamlessly extend to a dedicated document management tools like Microsoft SharePoint Online.
• 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.
• 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.
• Data Audits: 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.
• Works the way you work: Getting everyone in your company on board to use CRM can be a challenge, but having something easy and the solution works with what your associates know can be icing on the cake. CRM solutions can work and integrate deep into Microsoft Office and Outlook which your associates can easily adapt.

Microsoft Dynamics CRM 365 can boost legal productivity, improve customer engagement and help you grow in a cost-effective manner.

Soluzione has enabled customers 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.

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/