Leveraging Dynamics 365 to Cement Customer Relationships Amidst the Covid-19 pandemic

Oct 08, 2020

The onslaught of the ongoing Covid-19 pandemic has forced businesses to the verge of closure and bankruptcy, but it has also underscored the role of customer service in the success of an organization. ...

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Dynamics 365 Field Service 2020 release wave 1: Key takeaways

Jul 20, 2020

The primary attractions of the 2020 release wave 1 for MS Dynamics 365 Field Service include features for time entries & inspections and the use of AI & IoT for proactive service and decisions....

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Don’t start off on the wrong foot; you deserve a better software partner

Jun 10, 2020

Building solutions is easy, but building solutions that serve their purpose isn’t. Besides business acumen and fiercely dedicated employees, what sets a successful organization apart from the rest is their technology leverage. ...

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Salient features of Dynamics 365 Commerce 2020 release wave 1

May 14, 2020

The latest updates of the Commerce module have been targeted at enriching the experience of all stakeholders – retailers, employees, and customers. ...

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Dynamics 365 2020 Release Wave 1– for Proactive Financial Management

May 07, 2020

The wave 1 updates of Dynamics 365 Finance offer technology-driven possibilities such as accurate cash inflow prediction, risk analysis and mitigation, and identification of growth opportunities. ...

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Dynamics 365 HR 2020 release wave 1: Powering your workforce

Apr 29, 2020

The latest Dynamics 365 Human Resources features upgrade the comprehensive personnel management solution with new conveniences. ...

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Dynamics 365 Marketing 2020 release wave 1– salient features

Apr 23, 2020

The 2020 release wave 1 of Microsoft Dynamics 365 Marketing elevates the experience of personalized marketing with multiple third-party integrations for high performance and scalability. ...

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Dynamics 365 2020 release wave 1- Customer Service

Apr 21, 2020

The 2020 release wave 1 of Dynamics 365 Customer Service has been aimed at further improving the already advanced features of the module to enable agents to offer unparalleled customer service with ease. ...

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Value-adding features of Dynamics 365 Sales 2020 release wave 1

Apr 17, 2020

Microsoft has recently announced the 2020 release wave 1 for Dynamics 365 where all modules of the tool would be augmented with new capabilities....

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Dynamics 365 vs the competition: A deep-drive into its features and facts

Mar 13, 2020

Which CRM do you use? Dynamics 365, Salesforce, Zoho, SAP CRM or any other? Does the tool enable you to identify new areas of improvement and explore new horizons for growth, other than maintaining the regular daily operations? Today, CRM is not confined to just managing customer information, monitoring sales, offering customer service, and analyzing data but encompasses a lot more....

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Offering Unparalleled Customer Service with Dynamics 365 Omnichannel Capabilities

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. ...

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With Omnichannel Capabilities, Dynamics 365 is Revolutionizing Customer Service

Mar 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. ...

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Microsoft Power Apps and Dynamics 365 join forces to outrun custom app development

Mar 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....

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Embracing 2020 retail trends with Dynamics 365

Feb 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 ...

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Serving customers the Dynamics way

Feb 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. ...

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Dynamics 365 busts all CRM myths held by sales teams

Jan 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. ...

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Microsoft Dynamics 365 for Retail: The Customer Engagement Tool for Businesses

Oct 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....

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Microsoft Dynamics 365 for Sales | Nalashaa Solutions

Oct 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....

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Dynamics 365 Customer and Employee Portals for Retail Organizations

Aug 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....

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GDPR Compliance and Dynamics 365

May 04, 2018

Security and privacy concerns in business have skyrocketed recently. Organizations are now heavily focusing on security, not just to safeguard their assets and customer privacy but also to comply with security guidelines.If you own a business and manage personal data, you’ve probably heard of it – and if you haven’t, the time ha...

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How To: Audit Summary and Login Tracking

Feb 06, 2017

Organizations need to track changes made to business data for maintaining security, examining the history of a particular data record, documenting modifications for future analysis and record keeping, and being in compliance with regulations.The audit logs help the Microsoft Dynamics CRM administrator answer questions such as:Th...

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Integrating Microsoft Dynamics CRM 2016 Online with Azure Service Bus Queue

Oct 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...

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Composite Controls – Features and Customization in Dynamics CRM

Feb 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...

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Visual Controls for MS CRM 2016 Mobile

Dec 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...

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Segmented Solutions and Patches in Dynamics CRM

Dec 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 ...

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Organization data service (OData v2 REST endpoint) deprecated

Dec 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...

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Whats new in MSCRM?

Dec 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...

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Configuring Field Level Security Profile

Nov 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...

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How Global Search Works!!

Nov 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...

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Sitemap impact with solution import on different CRM versions

Jun 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...

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Sitemap Issues with CRM Migration

May 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...

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How to – Visualizing Hierarchical Data in Dynamics CRM 2015

Feb 12, 2015

We had discussed earlier about some of the top features in Dynamics CRM 2015, and one that we missed out on picking up was the new and powerful feature – Visualizing Hierarchical Data. As we have started to use this feature, we have realized the sheer potential this feature can bring in for quicker, efficient and effective data ...

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Top 5 features in Microsoft Dynamics CRM 2015

Nov 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 ...

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Increase Sales Productivity with Microsoft Dynamics CRM Online

Oct 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...

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Microsoft Social Listening: Hear Customers and Drive Revenue

Sep 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...

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Filtered lookup for Dynamics CRM 2013

Sep 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...

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Power Pages: Bridge the gap between traditional web applications and single page applications

Sep 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 ...

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Increase ROI with Dynamics CRM Social Listening

Jul 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...

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A Social face for Microsoft Dynamics CRM 2013

Jul 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 ...

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Out comes Leo: Dynamics CRM 2013 SP1

Jun 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...

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Dynamics CRM for patient care

May 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...

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Microsoft Dynamics CRM for iPad

Apr 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...

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Migration from CRM 4.0 to Dynamics CRM 2013

Apr 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...

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Migration from CRM 2011 to Dynamics CRM 2013

Mar 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...

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Why small business should turn to Dynamics CRM 2013?

Mar 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...

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8 Tips for successful Dynamics CRM 2013 implementation

Feb 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...

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New pricing strategy brings flexibility to Microsoft Dynamics CRM 2013 Online

Nov 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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