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.

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  

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.

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.

LATEST VERSION OF SOLZEDITOR – RICH TEXT HTML EMAIL EDITOR FOR MICROSOFT DYNAMICS 365

HTML emails have been a pain area for Dynamics users. To overcome this issue, Soluzione developed SolzEditor, a Rich Text HTML Email Editor. After successfully working with the earlier versions of Dynamics CRM, SolzEditor is now upgraded to work with Dynamics 365. One of main limitations in the previous versions was the inability to add dynamic CRM data fields to the email template directly. That was one of the primary reason why at the end of formatting, one had to open template in the core CRM editor and then add the CRM fields.

This problem has been addressed in the most recent version. This latest version of SolzEditor allows one to select the CRM entity and add CRM attributes to the template natively. Let’s look at how you can add dynamics 365 entity attributes below.

1.     Go to HTML Email Template Editor and open an existing template say Case Escalation.

2.     As you can see the HTML template is loaded and editing area and much similar to how it is in the core CRM the dynamic fields are highlighted in yellow.

3.     You can see two new dropdown options, first one is Entity in which a list of related CRM entities is loaded. This list depends on the type of template i.e. is it an email template for Account or Contact or Case or Organization etc. As you can see below the “Case Escalation” template is based on Case entity and the related entities are loaded in the Entity dropdown.

4.     The second new dropdown is Attributes. Once you select a related CRM Entity, the applicable entity attributes are populated in the Attributes dropdown. You can see if Account entity is selected the Attributes dropdown has the attributes of account entity.

5.     Click on the place in email template where you want to insert the dynamic field i.e. attribute. Simply select the attribute and click Insert. The below example shows how we inserted the Account Owner at the end of email.

6.     If you open the template using “Open Template” you can see that the values we inserted are now inserted properly in the email template.

Few things that can be improved in a future versions is the default text condition and showing the display name of the attribute instead of logical name.

If your business needs new expansion solutions, Soluzione can help. To get more details, please contact us at info@solzit.com.

AUTO COMPLETE FEATURE FOR MICROSOFT DYNAMICS

AutoComplete is one of the most desired and the most basic featurefor Microsoft Dynamics365. It not only enhances customer experience but helps in fast and accurate entry of records.

Soluzione has developed an Auto-Complete solution that can be plugged into any Microsoft Dynamics version ranging from Dynamics 365, Dynamics 2016, 2015 and 2013.

Auto Complete can be implemented on simple text fields as well as for complex and composite fields (e.g. Composite Address fields).

Let’s walk through using an example:

The example givenbelow is for implementation of “Auto complete feature” in Micosoft Dynamics 365 for simple text field such as Country in Address Details. One may simply type few characters in the field and a list of country names is displayed in sorted manner.

Assume the simple text field on which we want to enable autocomplete feature is “na_country” and an entity Country Master(na_countrymasters) contains the master list of countries.

Create a web resource say “AddressDetails.js” which will have 2 methods:

Method 1: LoadAutoComplete

This method is executed at the time of ‘Form Load’ to get the list of all countries existing in Country Master (na_countrymasters) entity. We are using Microsoft Dynamics 365 CRM web API to get a list of countries sorted by name. (How to use web API is another topic and we will go into details later.)

function LoadAutoComplete() {
if (Xrm.Page.getControl(“na_country”) != null) {
Xrm.Page.getControl(“na_country”).setDisabled(true);
}
var clientURL = Xrm.Page.context.getClientUrl();
var oDataPath = clientURL + “/api/data/v8.0/”
var req = new XMLHttpRequest();
req.open(“GET”, encodeURI(oDataPath + “na_countrymasters?

$select=na_name,na_countryname&$orderby=na_name”), true);
req.setRequestHeader(“Accept”, “application/json”);
req.setRequestHeader(“Content-Type”, “application/json; charset=utf-8”);
req.setRequestHeader(“OData-MaxVersion”, “4.0”);
req.setRequestHeader(“OData-Version”, “4.0”);
req.onreadystatechange = function () {
if (this.readyState == 4) /* request complete*/ {
req.onreadystatechange = null;
if (this.status == 200) {
var reqResults = JSON.parse(this.response).value;
if (reqResults != null && reqResults.length > 0) {
var countries = [];
for (var i = 0; i < reqResults.length; i++) {
var country = reqResults[i];
countries.push({
id: country.na_countrymasterid,

name: country.na_name,
isocode: country.na_countryname,
fields: [country.na_name, country.na_countryname]
});
}
if (Xrm.Page.getControl(“na_country”) != null) {
Xrm.Page.getControl(“na_country”).setDisabled(false);

}
autoCompleteCountries(countries);
}
}
else {
var error = JSON.parse(this.response).error;
console.log(error.message);
}

}
};
req.send();
}

The above method calls the List of countries from Country Master entity and calls the second method AutoCompleteCountries().

Method 2: Auto Complete Countries

This method works on “key press” event on Country field (The field on which autocomplete is applied)

function autoCompleteCountries(countries) {
var keyPressFcn = function (ext) {
try {
var userInput = Xrm.Page.getControl(“na_country”).getValue();

var resultSet = {
results: new Array(),
commands: {
id: “sp_commands”,
label: “Learn More”,
action: function () {

// Any help or other information URL
//window.open(“http://www.microsoft.com/en-us/dynamics/crm-customer-center/create-or-edit-an-account.aspx”);
}
}
};

var userInputLowerCase = userInput.toLowerCase();
for (i = 0; i < countries.length; i++) {
if (userInputLowerCase === countries[i].name.substring(0, userInputLowerCase.length).toLowerCase()) {
resultSet.results.push({
id: i,
fields: [countries[i].name, countries[i].isocode]
});
}
if (resultSet.results.length >= 10) break;
}
if (resultSet.results.length > 0) {
ext.getEventSource().showAutoComplete(resultSet);
}
else {

ext.getEventSource().hideAutoComplete();
}
} catch (e) {
console.log(e);

}
};

Xrm.Page.getControl(“na_country”).addOnKeyPress(keyPressFcn);

}

Setting in Microsoft Dynamics 365:

Add the AddressDetails.js as new web resource in CRM.

Add this web resource to the form using form properties. Go to manage function and set Load Auto Complete function on form Onload event.

Publish the changes in MS Dynamics 365 CRM. Open the form and start entering letters in Country field. You should get the below autocomplete output.

To Know More visit 

http://www.solzit.com/auto-complete-feature-microsoft-dynamics/

or talk to our experts

http://www.solzit.com/

Microsoft Dynamics 365 Development : Tips and Tricks

There are a lot of quick ways of doing things in Microsoft Dynamics 365 but developers struggle in finding how. Today I am going to explain how to call a workflow on a custom ribbon button.

Let’s say you have a situation, where you want to perform some operation on custom ribbon button on “click event”. Let us take an example. I have a button on OPPORTUNITY form called ‘ConfirmRequest’.On the click event of this button I have to generate an ORDER and also want to send an email. The best way to achieve this is by creating a workflow. Butthe issue is, how to call workflow on the button click.

There are many solutions posted on the web, that involve using JavaScript, web resources etc. however there is a much easier way that requires no coding.For this we use Ribbon Workbench. Contact us to find out the right plugin to download.

Here are the steps to follow:

• Create a workflow, for example – I created a workflow called Generate Order from Opportunity.
• Extract the GUID of this workflow with the help of advanced find. Here is how you do it:
• Open advanced find window
• Look for processes and search for your workflow name

• Export to Excel and extract the GUID of the proceed from the column A called (Do Not Modify) Process.
• Load the new solution into the Ribbon Workbench with OPPORTUNITY entity.
  
• Expand the commands, “Solution Elements” tab.
  
• Right-click on the Command of the custom button that you want to use. Example ‘CCSDP .opportunity.Generate Order.Command’ and select ‘Edit Actions’.
• Add a JavaScript Command and set the following properties:
  
• Click on OK. And publish it.The workflow will start getting called from the click of the custom button.
• Congratulations!!! Now you know how to call workflow from a Custom Ribbon button on Microsoft Dynamics 365.

To Know More visit 
http://www.solzit.com/dynamics-crm-development-tips-and-tricks-calling-a-workflow-from-ribbon-button/ or talk to our experts http://www.solzit.com/