Mar 12, 2020
Microsoft Dynamics 365 extend omnichannel capabilities that allow businesses to offer connected customer service across channels such as SMS, Emails, Chat, WhatsApp, Facebook, and Twitter. This enhances service quality, shortens TAT, delights the customer, and saves substantial service costs. ...
read moreMar 09, 2020
A new possibility in the realm of customer service where web channel, phone, virtual chat, live chat, email, self-service, and community support are subsumed to give a seamless, expertly integrated experience to the customer. ...
read moreMar 09, 2020
Custom app development is a tedious and resource-intensive practice that often leads to high TAT and compromised functionalities. Contrarily, developing apps on Power Apps is a much more comfortable, efficient, and easily maintainable practice that’s cost-effective and user-friendly....
read moreFeb 07, 2020
Wonder what role would digital tech play in this rapidly evolving retail universe? Here we pick the top 5 retail trends that would rule 2020 and a good part of the new decade ...
read moreFeb 05, 2020
Tailored experiences, social engagement, quicker issue resolution, and omnichannel interaction – businesses falling short of expectations in any of these stand to be obliterated. ...
read moreJan 20, 2020
Notwithstanding the proven benefits of using an AI-power CRM software like the Microsoft Dynamics 365, some businesses and sales head dismiss its utility straight away. ...
read moreOct 11, 2019
In modern times, a retailer is virtually indistinguishablefrom a warrior pitted against a formidable army attacking all guns blazing to capture his territory. It gets worse still as the enemy is unpredictable and the belligerents differ from one another, each having their unique line of attack, making it extremely difficult for the lone worrier to expose their bottlenecks....
read moreOct 11, 2019
This Boston-based small-scale shoe manufacturer caters to customers across America. Sharing the market with global brands, life wasn’t easy for the 6-year old firm. The foundation of its business were 2 principles – high quality and smart work....
read moreAug 30, 2019
Lisa was your star customer service executive last quarter. However, this quarter, the story hasn’t been impressive. Poor feedback from unhappy customers due to ineffective solutions sums up her performance. Boris, your premium customer, has visibly cut down his engagement with you and the plummeting wallet share confirms this beyond doubt....
read moreOct 26, 2016
With the advent of Microsoft Dynamics CRM 2016 online many new features have been incorporated. One such feature that we all have been waiting for long is, seamless integration of MS CRM with Microsoft Cloud or popularly known as Microsoft Azure.You can connect Microsoft Dynamics CRM Online 2016 Update and Microsoft Dynamics CRM...
read moreFeb 04, 2016
MS CRM 2013 came in with new features which changed the usability, design and customization options within CRM. In this post, we will be looking at Composite Controls, a new feature in MS CRM 2013. We shall detail how to customize the flyout items of the control in MSCRM 2015.Composite field is a new feature of MS CRM 2013, whic...
read moreDec 16, 2015
Microsoft Dynamics CRM 2016 introduced lots of new features for Mobile/Tablet. Especially rich set of new controls to create more touch-friendly experience on CRM Phones and Tablets.To use these controls in the form editor:ControlExampleLinear Slider Option Set Flip SwitchStart ratingRadial knob Multimedia co...
read moreDec 07, 2015
Another awesome and useful feature that every system customizer waited for – Segmented solutions and patches in MS CRM 2016.Now we can export the solutions with entity fields, forms and views rather than entire entity using patches and cloned solutions.Following things should be taken into consideration when you create a ...
read moreDec 03, 2015
Organization data service (OData v2 REST endpoint) deprecatedThe OData endpoint uses the Open Data protocol. This protocol implements a “RESTful” design pattern. REST represents Representational State Transfer. REST is an architectural style in which every resource is addressed by using a unique URI. In Microsoft Dynamics CRM, O...
read moreDec 02, 2015
It’s always good to be up to date on the releases and features of Microsoft Dynamics CRM. Knowing the features increases your Microsoft Dynamics CRM knowledge as well as let you analyze the suitability of customizations for a CRM project. With the release of Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online Update, v...
read moreNov 25, 2015
In our last blog, we shared knowledge on Global Search in MS CRM 2015. Today, let’s discuss about how to Configure Field Level Security Profile in MSCRM 2015.In MSCRM, Record-level permissions are granted at the entity level. Sometimes, we may have certain fields associated with an entity that contain data that is more sen...
read moreNov 25, 2015
Global search uses Quick Find Entity View to search the records. If a field should be searched globally, add the field as a Search column under Quick Find View of the associated entity. Navigate to Settings > Customizations > Entities > Expand the entity for which the search field should be added. Select on Views and op...
read moreJun 25, 2015
CRM vertical solutions are required to function on different Dynamics CRM versions to enable users using different versione benefit from the solution. Herein, when using a common sitemap for the solution, importing it on different CRM versions will result in some loss of links and as a result, errors.Problem: When an unmanaged s...
read moreMay 18, 2015
Dynamics CRM 2015 has a host of features which have been given a much needed uplift from CRM 2013 and moreover from CRM 2011. Hence, migration of solutions run into concerns during or after migration due to a variety of reasons. Here we will look at the issues which crop up concerning sitemap customizations when a managed soluti...
read moreNov 18, 2014
The Microsoft Dynamics CRM 2015 release has many new and improved features, which presents great improvements in how we can utilize the platform better. The updates will enable marketers to plan and execute marketing campaigns better, track impact, and strengthen collaborations with the sales process.Customers today have higher ...
read moreOct 31, 2014
Business sales have been changing since the advent of internet. It has been a slow and steady change which has been led by social media primarily, amongst a host of other features which were unleashed by the internet. First week, October, Microsoft announced that it will offer a Sales Productivity solution that combines Microsof...
read moreSep 24, 2014
Armed with a smart phone, every customer is a source of praise or rant. And more often than not, it is the latter which you need to be looking out for. But if intercepted at the correct juncture, a rant can also be sufficiently mellowed in impact. Microsoft Social Listening offers a powerful analytics tool for social media inter...
read moreSep 18, 2014
Filtered lookup is a feature which was introduced in Dynamics CRM 2011, a greatly appreciated improvement from CRM 4. Prior to this, developers had to use third party tools to achieve the same result.So, let’s start at the very beginningWhen you have a large data set, and you want to filter the data in a progressive manner, then...
read moreSep 12, 2014
Power Pages bridge the gap between traditional web applications and a single page application. Power Pages are a super set of single page applications which gets integrated with existing web application. Power Pages help to integrate or add a set of functionality into an existing web application. It works in a similar manner as ...
read moreJul 30, 2014
Spring ‘14 release of Dynamics CRM 2013 introduced Social Listening to all Dynamics CRM 2013 Professional License users. How is this Social Listening tool different from the many others which are available in the market today? Microsoft has aimed to deliver the social power to every user of the Dynamics CRM platform. A user mayb...
read moreJul 03, 2014
With the spring release of Microsoft Dynamics CRM 2013 SP1, Microsoft has brought in a tool which has become synonymous to ‘Today’ – Social Listening. In this first part of our Social Listening series, we will discuss about what social listening brings to Dynamics CRM 2013. In the second part we will look at how this can be put ...
read moreJun 09, 2014
Microsoft has focused in the past one year on redesigning the user interface and towards implementing a rapid six month release cycle. Alongside, three acquisitions have added specific function centric features making Dynamics CRM 2013 a better product especially, for the sales and marketing teams.The spring release of Microsoft...
read moreMay 26, 2014
Today, there is a great emphasis on patient engagement and secure free access of information for patients for better quality healthcare. But, these avenues are not on the top of the mind as there are many other features which demand attention now as compared to relationship management.Relationship management in healthcare indust...
read moreApr 07, 2014
The growth rate for tablet adoption was 6 % in the third quarter of 2013. It has also been seen that more traveling professionals prefer to sync up their work using a tablet, like the iPad rather than a laptop. Dynamics CRM 2013 mobile client for the iPad offers mobility within the sales function. iPads have become synonymous to...
read moreApr 02, 2014
Migration from CRM 4.0 to Dynamics CRM 2013 is not a single step procedure, but it is nevertheless not difficult either. The steps involved would be to first move to CRM 2011 and then progressively upgrade to Dynamics CRM 2013. There exists no direct upgrade option from CRM 4.0 to Dynamics CRM 2013.When migrating from CRM 4.0 to...
read moreMar 26, 2014
Many users of CRM have been looking to move to Dynamics CRM 2013 from their previous versions. This new CRM comes in after 2 years and with a host of changes and new features which work well for different user sets and it also caters to solving many issues which was prevalent in Dynamics CRM 2011.There are many documented proced...
read moreMar 03, 2014
Businesses, especially small businesses, are particularly looking for ways to increase sales and capture new customers. Apart from sales and stellar delivery, customer service has become very important, as happy customers will always return. Why small businesses fail to grow shows that there exists more than one way for a compa...
read moreFeb 18, 2014
1. Think through what you want the CRM to do Implementation of a CRM project should be in line with business needs and must be with the involvement of the management team. A CRM design phase gives you an opportunity to rethink your processes and streamline them for better productivity. There are many inbuilt modules in Dynamics...
read moreNov 12, 2013
flexi pricing to give users flexibility and a move in line with the redesign of the CRM product line for 2013. As a part of the new pricing strategy, Microsoft will offer 3 pricing options, licenses priced at $15, $30 and $65 per user per month in USD. Every organization can mix and match the three licenses within the organizat...
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