Dynamics 365 Platform Overview-Soluzione IT Services

Dynamics 365 is an umbrella that unifies CRM and ERP capabilities into applications that work seamlessly together across sales, customer service, field service, operations, financials, marketing, and project service automation. Key components of Dynamics 365 are depicted below.

Dynamics 365 for Sales Sales force automation by bringing digital intelligence into each deal to better predict your customer’s needs—and deliver the personal attention that builds relationships and revenue.	Dynamics 365 for Customer Service  Improve customer service through a single, unified experience that delivers end-to-end service across every channel—earning customer loyalty and empowering agents.
Dynamics 365 for Marketing Unify sales and marketing to connect customer experiences. Bring your marketing content, data, and processes together with Dynamics 365 and Adobe Marketing Cloud—to deliver engaging customer experiences across all touchpoints.	Dynamics 365 for Customer Insight Engage your customers with intelligent insights. Understand your customers to better engage them through intelligent insights. Using Dynamics 365 with Microsoft Azure, transform your data into timely and relevant information, inferences, and predictions that help your business succeed.
Dynamics 365 for Project Service Run your project-based business more productively by bringing people, processes, and automation technology together through a unified experience.	Dynamics 365 for Field Service Increase customer satisfaction with intelligent scheduling, native mobile support, and remote asset monitoring to help you get the job done right the first time.
Dynamics 365 for Finance and Operations Optimize your financials and operations to drive growth and make real-time, data-driven decisions at global scale—all with an intelligent, modern enterprise business application.	Dynamics 365 for Talent Bring your human capital management to the cloud for a mobile, employee-focused, strategic HR approach that helps you find and hire the right people, nurture success, and deliver high-impact, sustainable results.

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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

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

 

SOLUZIONE IT SERVICES – MICROSOFT GOLD CERTIFIED PARTNER

 Microsoft Dynamics 365

Every business is unique and each one faces some challenges in its business process functioning. To resolve such challenges, you need unique solutions. Being a Microsoft Gold Certified Partners and Consultants, Soluzione IT Services deliver new experience to the customers by implementing MICROSOFT DYNAMICS 365 which are affordable and extensible. We are here to deliver change in business processes & reduced risk with proven combination of “Expertise & Technology”.

Customers are the King and are the Asset of an organization:

With CRM system, you can grow your business faster with reliability at efficient level. MicrosoftDynamics 365 solution is itself a new edge 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 yourself 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 for your business, first we ensure customer view, then we optimize IT investments as well as we focus on reduction of implementation effort. 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.

How Microsoft Dynamics 365 helps your business activities around marketing, sales and customer services:

·    To turn leads into sales we offer communication enabled business processes with 360-degree view on customer interaction as well as augment sales opportunities.

·    Increase sales success by shortening your sales cycle and improve win rates with qualified lead and opportunity management.

· Improved sales qualification via automated lead routing, sales process management and competitor tracking.

·      We automate sales activities to provide right leads and prospects.

·     You can automate your daily business activities so that you can focus on selling instead of managing data.

·       You can track sales activities & business workflow with CRM solution.

·      You can Integrate CRM solution with other applications to deliver fully scalable, customized business solution.

· We are delivering business value since we integrate proper interaction & knowledge techniques to manage customer service.

· We plan, implement, execute & measure several marketing campaigns across different channels.

Why Soluzione IT Services is the best Microsoft Dynamics 365 consultant?

At Soluzione IT Services, we are always abreast with latest technology and changing market trends. Our expertise with Dynamics 365 has been long running and we have been working with all the previous versions of Dynamics CRM 2011, 2013, 2015, 2016 and now Dynamics 365. We have IT experts who are Microsoft Certified and seasoned enough to direct and develop your CRM system to optimize your Marketing, Sales and Customer Service.

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