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Dynamics 365 Online or On-Prem?

If you are thinking about a major business application project like implementing Dynamics 365, the deployment option is going to be a very important consideration for some organizations. Dynamics 365 is designed with choice in mind, and one of the first choices a business needs to make is whether to use Microsoft’s Dynamics 365 platform on premises or in the cloud. Dynamics 365 supports both, and the cloud seems to be the go-to deployment option for most organizations. However, for certain specific requirements an on-premise install may be worth considering.  As the Dynamics 365 product continues to evolve, it's becoming clear that the Online versions are diverging from on premises in functionality because of the massive Azure infrastructure that supports Dynamics 365 online applications – specially Cortana intelligence and IoT specific requirements.     As a stand-alone prod ...

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5 Ways to Speed Up Customer Service & Increase Efficiency with Adxstudio Portals and Dynamics 365

A 2015 study by Forrester research found that web-based self-service is a popular channel for customers to find support. Web based channel along with other channels like email and telephone are part of a well rounded customer service strategy. Developing channels for customers or partners to reach you only increases the likelihood of a successful interaction. In the past we have discussed how email to case is a critical component of the service channel strategy. However, Pairing Dynamics 365 with Adxstudio portals is another way to a web-based channel for your organization to improve customer satisfaction.  Below are five ways Dyanmics 365 users are incorporating ADX portals to provide a better experience for their customers. 1. Improve Customer Service   Enhanced customer service is the biggest advantage of working with Adxstudio portals and Dynamics 365. We’ve already talked about the value of creating personalized customer experiences for today’s demanding consumers. ADX portal ...

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Opportunity History Tracking and Reporting in Dynamics 365

Dynamics 365 is Microsoft’s new cloud-based business application suite, offering a number of different applications under a variety of plans customized to different workplace functions. Whether you need a system to track your sales process, customer on-boarding, or case resolution, all of these activities can be set up and tracked in CRM. Companies of all sizes can take advantage of Dynamics 365's powerful workflow and business process automation to improve business outcomes. Lets take the example of a sales process. There are multiple stages in a sales process that span multiple database entities, transforming from a lead to an opportunity and then potentially to an order and invoice. A sales process out of the box in Dynamics 365 looks something like this:    As the opportunity moves from on stages to the next, the opportunity’s likelihood of closure increases. A customer is more likely to buy as they invest more time, resources and learn more about the serv ...

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Dynamics 365: Relationship Insights Driven By Business Intelligence

Developing personalized, productive relationships with customers and prospects is a top priority for every organization. To help, one of Microsoft’s goals with Dynamics 365 is to merge an organization’s data and communications into a single stream of actionable intelligence that makes managing relationships across multiple systems (email, social networks, file shares, support ticketing systems, etc.) obsolete. That feature in Dynamics 365 is called Relationship Insights, and today we’re going to examine exactly how it works.     Overview of Dynamics 365 Relationship Insights    Relationship Insights’ goal is to make it easy for your users to take the right action, with the right customer, at the right time. It does so by using the predictive analytics contained in Microsoft’s Power BI tools and the Cortana artificial intelligence&nbs ...

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Dynamics 365 Has Launched! What You Need to Know about Licensing and More

As of November 1, 2016, Microsoft has officially launched Dynamics 365. This new product combines the best of Microsoft Dynamics CRM and Microsoft’s cloud-based enterprise resource planning software into a single business intelligence platform that delivers purpose-built apps for the typical business unit functions at most organizations. If that sounds like a lot of change to digest, you’re absolutely right. So in today’s blog, we’re going to help by clarifying Dynamics 365’s licensing model.    Want to dive deeper? Review IOTAP’s technical blog series on Dynamics 365 at the link below:    IOTAP’s Overview of Dynamics 365’s functionality changes    What Dynamics 365 Editions are Available?    Enterprise edition: (Available November 1 2016) designed for organizations with 250+ employees that are already using Dynamics CRM online a ...

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Big Changes for Microsoft Dynamics CRM: Here’s What You Need to Know About Dynamics 365

Microsoft recently announced that Microsoft Dynamics CRM will be discontinued on November 1st, replaced by Dynamics 365. Dynamics 365 represents an evolution of Dynamics CRM that will combine customer relationship management tools with enterprise resource planning (ERP) capabilities and predictive artificial intelligence in a cloud-based environment    As you can imagine, this is an exciting step for today’s on-the-go businesses. Over the coming weeks, IOTAP will be sharing what we’ve learned about the many changes that have been incorporated into the new Microsoft Dynamics 365 product. To begin, here’s an overview of the changes that will roll out on November 1st.    What changes are in store with Dynamics 365?    Microsoft’s vision for Dynamics 365 is to offer organizations a flexible way to manage customer relationships&n ...

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3 Ways IOTAP Helps Clients Deliver Amazing Customer Service with Dynamics CRM

IOTAP makes your CRM software choice easy by sharing three ways in which Microsoft Dynamics CRM helps you delight your customers.

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Creating Case automatically from "Forwarded email" using Email to Case in Microsoft Dynamics CRM

Automatic Case creation from forwarded email feature allows CRM users to redirect the emails which they received in their individual mailboxes to the support queue and have new cases created automatically. The feature links forwarded messages to the original sender instead of the person who forwarded the email. 

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Report Scheduler for MS Dynamics CRM: What People Are Saying

Microsoft Dynamics CRM is great platform for small businesses and large enterprises alike. Whether online or on-premise, Dynamics provides effective solutions to a variety of functions, including sales, finance, account management, HR, and others. Building on this strong platform, the Report Scheduler add-on for Microsoft Dynamics CRM enables easy scheduling of CRM reports, letting you automatically send CRM data to colleagues (including non-CRM users) or recipients that are outside your organization.   Gareth Sullivan and Robert Lusk, Technology Specialists from Microsoft, have recognized Report Scheduler as one of the Top 10 Solutions in the Dynamics Marketplace, but you don’t have to take just their word for it. Here’s what current users of Dynamics Report Scheduler are saying:   “Finally, a solution for scheduling reports for a CRM 2011 Online implementation. We have been looking for this for some time and even 'hacked' out a solution using workflows, but our home-grown sol ...

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Microsoft Dynamics Email to Case: An Integral Partner for Report Scheduler

The Report Scheduler add-on for Microsoft Dynamics CRM enables easy scheduling of CRM reports, thus eliminating the need for manual creation and delivery of critical CRM data. It is a vital tool for any enterprise looking to save administrative time, regardless of whether their CRM instance is on-premise or online. Given the ubiquitous need for reporting and data from Microsoft Dynamics CRM, functions from finance to sales to IT to senior management will see increased efficiency and productivity with the Report Scheduler tool.   The Email to Case automation add-on takes Report Scheduler one step further, helping IT functions to streamline their case management systems. Email to Case Automation for Microsoft Dynamics CRM 2011/2013/2015 helps your company efficiently manage the support process by automatically creating cases from emails and auto-populating case fields from the email body.   Email to Case improves the efficiency of your internal case management processes by adding the following feature ...

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