SOLUZIONE'S SERVICES IS A PROMISE TO OUR CUSTOMERS

We at Soluzione, take pride in our work. Our work and products speak for itself, with over 200 many years of experience and over 50 satisfied clients, we strive to make you successful through solutions that simply work. Our teams are passionate and love what they do so you can be sure that you will be satisfied with all the services. Our offerings are: CRM Consulting

Soluzione is a technology consulting firm that implements and supports Dynamics CRM 365 solutions. Our offering caters to different customers, from the small businesses to enterprise-level, largescale implementations. We’ve learned from working with numerous customers, what it takes to make a CRM implementation successful.

Application Development Often software that suits your specific needs simply isn’t available in the market or is unviable. When packaged solutions and software aren’t sufficient or flexible enough for your business, Soluzione can custom-build to your specifications on alternative technologies and platforms.

Electronic Publishing Soluzione is emerging as Electronic Publishing provider. Experts in Scanning & Digitization of searchable formats of journals, books, delicate manuscripts, papers, etc. ultimately leading to a paperless digital office and library for students around the world. All the examination records including exam answer sheets, assessments and books can be digitized for transparency and easy access.

To see in detail and seek an estimate visit http://www.solzit.com/

Microsoft Dynamics 365 or Salesforce

The most important source of a competitive advantage is the one that can survive technology-fuelled disruption. CRM is about more than technology—it’s about customers. When choosing a Customer Engagement solution for your organization, the options are more and more focused on two choices - Microsoft Dynamics 365 or Salesforce. Both are mature solutions and recognized market and feature leaders.Below are the reasons why Microsoft Dynamics 365 clearly wins out over Salesforce.

Business Drivers

• Get most out of your employees and office investments - Employees in office are used to using Microsoft products and is part of life. As a Microsoft product, Dynamics gives you much more synergy with Office and other Microsoft technologies than Sales force could ever achieve. It delivers unmatched productivity due to Microsoft office integration.

Dynamics 365 CRM, for instance, can be seamlessly integrated with Office 365 to allow you to work right from within apps such as Outlook, SharePoint, and Yammer.

People are more comfortable with what they already know.  Getting everyone in your company on board to use CRM can be a challenge, but having something easy to use can be a distinct advantage.

• How important is Analytics? - BI and Analytics is the future of CRM. Microsoft Dynamics 365 offers you customizable dashboards, powerful reports, and support for Power BI for Office 365. It delivers comprehensive business information and user-friendly visualizations. When it comes to data visualization, Dynamics has a decisive edge over Salesforce. It inherits security and data privileges, supports charts, lists and iFrame panels and taps into real-time data.  Salesforce, in contrast, often needs to be manually refreshed and requires users to go to specialized pages to find their dashboards.Salesforce Analytics Cloud, a business intelligence software powered by Wave, leverages cloud and mobile technology to deliver more powerful and secure data, faster. Although it lacks data integration tools, there are various third-party solutions available on AppExchange. It further lacks extensibility and requires you to learn a proprietary language that can incur additional costs to rack up the monthly subscription.

Power BI is head and shoulders above anything Salesforce offers today. This bodes well for Dynamics because BI is destined to become the most important feature of CRM.

However, Dynamics CRM integrates with Microsoft Power BI that facilitates agile data analysis through self-service business intelligence analytics managed in the cloud for collaboration and sharing. It is a simple, all-in-one analytics solution to extract and transform functions, analyze capabilities and powerful data visualizations.

• Total Cost of Ownership - Microsoft Dynamics 365 CRM provides more value for less cost. One of the major cost is per user licensing. The cost per user for Dynamics 365 CRM is less than the cost of Salesforce CRM. With Dynamics CRM, you get more features at a more reasonable price- a better value. The enterprise edition of Dynamics CRM is approx. $ 115 per user/month while Salesforce is $ 150 per user/month.
  • Microsoft Pricing: https://www.microsoft.com/en-us/dynamics365/pricing
  • com Pricing: https://www.salesforce.com/in/editions-pricing/sales-cloud/

• Hidden Costs - There can be hidden cost that you may not foresee up front. Many of the features that are add-ons with Salesforce are either built in or available at a lower cost with Microsoft Dynamics 365 CRM. Example, additional Storage costs can also be very high with Salesforce. (For example, 1 gigabyte of storage costs around $250 with Salesforce, while the same amount of storage with Dynamics CRM would cost around $10.

When comparing these two products, make sure that you compare all the benefits, not just the costs. Example developer resource availability and cost. Microsoft solution offers better total cost of ownership (TCO).

• Complete Package - Microsoft’s strategy with Dynamics 365 umbrella is a more futuristic and complete package. Microsoft’s Dynamics 365 has powerful ERP integration capabilities, making Dynamics 365 ideal for companies looking for a platform that will enable them to flow data easily between the back and front office and track the customer experience from start to finish. Acquisition and social media integrations like LinkedIn has made the story even stronger.

So, if companies are looking at complete and futuristic platform package with the Dynamics 365 ERP-CRM integration, Microsoft has a leg up in the Salesforce arena, where Salesforce has dominated in CRM but hasn’t grabbed a foothold in the ERP space.

Technical Drivers

Apart from technical reasons like Dynamics 365 CRM integrates and works well with apps such as Office, Outlook, SharePoint, and Yammer and the technical resource availability for Dynamics CRM and related technologies there are some more areas that needs to be looked at.

Data Ownership and Accessibility - Salesforce and Microsoft have different policies when it comes to the data residing in your CRM system.  Depending on the plan, Salesforce charges extra for api access or backups of your data.  While with Microsoft the data in your CRM system is yours to do with as you please. Backups of your Microsoft CRM data are available upon request and api access to your data is included with your subscription.

Development Flexibility - Microsoft Dynamics 365 CRM employs universal programming languages (such as HTML, .Net, JavaScript etc.) which are more widely available. While Salesforce uses its own programming language (Apex). Companies usually don’t want to rely and depend on a particular programming language specific to one software.

Easy Integration – Developing integration with 3^rd party software is easy with the use of languages like Microsoft .Net, WebServices, REST API etc.

Power BI is head and shoulders above anything Salesforce offers today. This bodes well for Dynamics because BI is destined to become the most important feature of CRM.

Choice of Deployment - With Dynamics 365 CRM, you pick where and how to deploy it whereas Salesforce is only available through the cloud, and this one-dimensionality can greatly limit its use cases. With the power of choice in deployment, Microsoft Dynamics CRM allows you to implement in the cloud, on-premises, or have your solution privately hosted.

Your business is unique and circumstances change over time. Having the option to change could save you considerable time and expense.

For More Info Please visit @http://www.solzit.com/

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.

 For More info please visit @ http://www.solzit.com/soluzione-blog/

How to Access built-in sitemap in Dynamics 365

As a CRM developer, whenever I want to edit site map, I only having following two options available

1. Export the sitemap and edit xml manually and reimport it again.
2. Using some third party tool

First one requires very high technical skills and also there is a possibility of errors because of manual editing. Latter one is good option but it is not Microsoft supported.
Good news is now you can edit sitemap from Dynamics 365 UI itself. Microsoft added it in December 2016 release. You can access it by using following steps.

1.Go to “Settings” and click on “Customizations”


2.Click on “Customize the system” to open default solution. Alternatively you can open any solution which can contains “Site Map”


3.Click on “Client Extensions” and Select “Site Map” and click on “Edit” button present under Component Type dropdown.

4.That’s it, now you have built-in Site Map Editor Open and you can update Site Map. Don’t forget to publish your changes otherwise it will not reflect on Dynamics 365 UI.


For More info please visit http://www.solzit.com

Is your Sales Team charged enough?

When the employees are not engaged at work, the organization is actually paying huge costs – low performance, dissatisfaction, and drop in the revenue. Usually organizations believe that the motivation can be brought in by incorporating monetary incentives in form of bonuses and rewards. However, this only works for a very short while and that too for very segmented audience.

The best way to motivate the team and that is by bringing in the fun and competition in the picture.

Microsoft Dynamics CRM which has been designed and optimized to manage the sales process of any organization has come up with a very creative solution “Microsoft Dynamics 365 – Gamification”, a solution for Microsoft Dynamics 365 that enables employees to participate in individual and team-based competitions and motivate them to achieve KPI’s by offering prizes, awards, privileges, and recognition.

The gamification solution has been designed with the very core mindset – engagement and fun. There are activities that involves people, make them collaborate and compete, increases their performance and makes them participate.

Microsoft Dynamics 365 Team has really thought through some engaging themes with the sports that are normally liked by people like baseball, swimming, cricket and so on. There are employees that participate and there are others who can watch and cheer them.

Organizations can see visible increase in productivity, turn around and enthusiasm of the employees. There is also a huge increase in the adoption of business processes and applications which normally people do not like to follow fully. Performance KPI’s are defined based on any work that is trackable by Microsoft Dynamics 365. This includes leads, opportunities, deals closed, specific products sold, cases resolved, call handle times, and so on.

If you are an organization that is focussed on engaging and optimizing your team performance, Microsoft Dynamics 365 is the way and Gamification is experience you’re your employees are waiting for.

Go on, bring on the Microsoft Dynamics Gamification, bring on the gusto!!

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