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.

E-commerce Optimization-Take Your E-commerce Website to The Next level

What is the key objective of any E-commerce site - any type of product they sell, sell more of it. You core objective is that visitors visit your website and buy something of their choice. Every website’s page and the item is painted in order to achieve the end goal – your item is more and more selling. But what happens when your e-commerce website is not optimized as per the desired level?

Your Website takes a lot of loading time, speed is extremely slow, your product pages are not opening properly and as a result, you lose your valuable customers because your Ecommerce website is not optimized. Your business suffers a lot because your Ecommerce website is not optimized.
Optimization is a very important aspect of any E-commerce Business websites. In E-commerce optimization, there are several techniques like Optimization for Google, Bing, all the major search engines, Site Layout and Structure, Keyword Research, Optimized Content, PPC Campaign Management, Compelling Calls to Action.

Investing your budget in the right direction is a sure step to succeed, and to get your E-Commerce website search engine optimized is one of such investments. You may have a complete insight of your website optimization status with the help of Google Analytics. It will keep telling you the ups and downs in the status of your outreach to the target audience. You may check regularly updated keyword rankings record anytime. Detailed reports of the work we’re doing on the website and how effectively works are spent. You may have monthly video summary from your very own E-commerce optimization specialist reviewing the month’s E-Commerce activity and improvements. You may discuss any ideas or questions over phone or email with dedicated E-commerce specialists any time you want. When the E-commerce website is optimized and products are painted as desired the business will automatically reap profits.

For More Info please Visit @https://www.solzit.com

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'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