Dynamics 365 Platform Overview-Soluzione IT Services

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

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

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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.


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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!!