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From the category archives: Blog

Blog contains information about MS Dynamics CRM and CRM Online

Microsoft CSP Pain Points Lead Partner To Develop Partner-Facing Solution

Recent press coverage and article from Scott Bekker at Redmond channel partner details a conversation with Ismail Nalwala and the value of Work 365 as a solution for CSP partners. Whether you are direct or indirect Work 365 can help partners run an efficient cloud business as described by Rosalyn Arntzen from Amaxra.

Being Customer Zero On Dynamics 365 - A Microsoft Partners Perspective

Digital Transformation and Customer Experience are two areas that are on top of mind for executives and CIOs everywhere. Dynamics 365 is one of those applications that is at the center of Digital Transformation for Microsoft and its partners. Being a Microsoft partner is not an exclusive club. It’s a challenging marketplace with tight margins and innovation happening rapidly both at Microsoft and with partners. However, there are some perks of being a partner like receiving the Internal Use Rights (IURs) to some of the best technology products like Office 365 and Dynamics 365. The idea is that Partners need to be customer zero, use the products to be able to sell the products. Dynamics 365 formerly Dynamics CRM or CRM online, is one of those products which can be used to run your entire business! As we released Work 365 for Partners I was recounting our journey– which involved us trying to make the most use of the application to keep us relevant and stay ahead. In reflecting back, we wer ...

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How Users Can Take Dynamics 365 On-the-Go with Mobile Devices

One of the best features of Dynamics 365 is its portability. With administrator support, users can access work from anywhere with smartphone and tablet options, making it an ideal platform for an increasingly mobile world. The Advantages of the Dynamics 365 Mobile Platform Today’s employees are connected, working in offices, on job sites, from home, and on the road. By implementing the Dynamics 365 mobile platform, users have the ability to do their work wherever they need to be. This is particularly important for people in the following situations: Sales professionals who need the ability to create quotes or proposals during off-site client meetings Remote workers who need access from their preferred devices Employees who travel frequently for business and need to check in from smartphones or tablets on the road Executives who need to stay connected at all times Working with Your Administrator to Set Up Dynamics 365 for Mobile Setting up Dynamics 365 for ph ...

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Preparing for the Dynamics 365 Transition

When Microsoft Dynamics 365 replaced Dynamics CRM, many Dynamics CRM users were uncertain at the thought of transitioning to a whole new platform. Now that Dynamics 365 has launched, its time to answer some of the most common questions about Dynamics 365 licensing, improvements, and making a smooth transition.   What Do You Get When You Transition to Dynamics 365   Dynamics 365 launched with advanced business analytics and a comprehensive platform to unite all your business functions under one software umbrella. We’ve explored some of the many benefits of Dynamics 365 in the recent blogs below:   ·      Dynamics 365 offers a suite of tools designed to enhance the customer experience. ·      Advanced artificial intelligence features help predict customer behavior and drive smarter communications. ·      Opportunity history tracking and reporting for sales, fi ...

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Three Reasons Why You Should Use Dynamics 365 for Financials

Dynamics 365 is designed to connect every business function together into a single, easy-to-use platform. As you can imagine, there are a number of ways in which the software’s capabilities can be used, and today we’re taking a look at one of the most popular: Dynamics 365 for Financials.   First, let’s review what you can do with Dynamics 365 for Financials. The application includes features that perform the following tasks:   Quoting Invoicing Payment Purchasing Inventory Management Reporting Analytics   These are basic financial management functions that every business needs, but the way Dynamics 365 for Financials connects these tasks to a comprehensive, scalable platform is what makes it so valuable. Here are three reasons why we think Dynamics 365 for Financials is an excellent choice for small and mid-size organizations alike.   1. Dynamics 365 for Financials Makes Your Back Office More Efficient   Standalone app ...

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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 – especially Cortana intelligence and IoT specific requirements.     As a stand-alone pr ...

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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 work functions. Whether you need a system to track your sales process, customer onboarding, 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. Let's 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 services ...

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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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