Microsoft Dynamics 365 Intelligent Suite Capabilities

Microsoft Dynamics 365 has been a rage ever since its release late November last year. The latest avatar of the Microsoft CRM System, the software suite has successfully re-introduced Microsoft’s CRM offerings through 5 separate stand-alone applications mainly Dynamics 365 for Sales, Microsoft Dynamics 365 for Marketing, Dynamics 365 for Customer Service, Microsoft Dynamics 365 for Project Service Automation and Dynamics 365 for Field Service Automation. So much to the extent that, all those who have worked on these have just one thing to say and that is they do not miss the premier customer relationship management system crm anymore and are happy with how Microsoft has repackaged it.

Besides there are a lot of other functionalities that the customer relation management system has to offer in its latest incarnation. One of these are the Intelligent Suite Capabilities. This is categorically for enterprises and small and mid-segment businesses operating out of India. Powered by Advanced Analytics and Machine Learning Processes and also with some degree of Microsoft Dynamics CRM Support, companies will be empowered to reinvent business processes.

Some of the Intelligent Suite Capabilities in Dynamics 365 include the likes of:

1. Sentiment and Intent Analysis
2. Preemptive Service and Relationship Insights
3. Lead and Opportunity Scoring
4. Product Recommendations and Up-Sell and Cross-Sell.

These capabilities that have been mentioned above can be further extended with independent apps offering targeted and domain-specific intelligence. Dynamics 365 includes a new customer insights app, something which is an analytics app and helps connects and analyze data from Microsoft and other widely used CRM and ERP Apps and also IoT Data.

These are certainly going to add to the rising popularity that Dynamics 365 is already enjoying amongst the corporate brass, with plenty of accolades already coming in thanks to the stand alone apps that have been made available for use in the form of Sales, Marketing, Customer Service, Field Service Automation and Project Service Automation. This popularity has been the reason that has made companies such as Adobe tie up with Microsoft, with Adobe offering to tie up its marketing cloud with the software giant’s cloud services.

The Microsoft Dynamics 365 is available to the world in two different editions, namely the Enterprise Edition and the Business Edition. Both are available on a subscription per app model, which means that the end user does not have to purchase them, rather can subscribe to the app which he wants to use at a very nominal fee. As it happens, the new-app based subscription model is going to help businesses to use only those apps which they feel a need for, on a subscription basis.

Microsoft has gone on record saying that businesses will get one holistic subscription for all the information on their fingertips and this way they will get to save four or five times the cost of traditional CRM providers.

SharePoint Document Management based on Microsoft Dynamics 365

What is SharePoint Document Management and how beneficial is it, when based on Microsoft Dynamics 365? Services delivered traditionally entail working together on documents through the organization based on particular processes. Microsoft Dynamics SharePoint accounts for easy, effective and controlled access to appropriate documentation.

As far as MS Dynamics SharePoint Document Management is concerned:

1. End users do not have to fill in any kind of metadata.
2. Documents get stored in a fully managed site in SharePoint.
3. Document Names based on metadata get converted to a common name with consistency and meaning.
4. Smart Searches for Documents with pertinent metadata objects can be made both in internal as well as external collaborative workspaces.
5. The moments documents get barred, they can immediately be automated and controlled, and also optionally backed up and removed as well.

Companies across Australia and New Zealand get to experience the following benefits through SharePoint Document Management based on Microsoft Dynamics 365:

1. Once necessary customizations have been done by the concerned Microsoft Dynamics Partner Australia, organizations will become better, faster and smarter. They will begin working effectively to create documents. Since this feature supports tasks, workflows and versioning, companies gain the chance to share mutual knowledge.

2. Microsoft Dynamics 365 via SharePoint makes it possible to share information with customers and suppliers. It will provide insights into inventory for a limited number of suppliers and will help set up a knowledge base with FAQs.

3. Finding information regarding an ongoing or completed project will become a quicker process. Whatever problems crept up and the finished look of the project are things that will become easy to know. There are advanced search functions that help with searches not only on document files but also the entire content of documents.

4. Latest versions are always available thanks to this. Multiple people can be collaborated with on a document and the system also offers advanced version control and ensures older versions get saved automatically.

5. Precious time can be saved by automating SharePoint processes otherwise performed manually. A highly user-friendly web environment ensures that end users always have the ability to share files and manage agendas without muss fuss. They always have access to the last modified documents through version control.

So this was all about SharePoint Document Management based on Microsoft Dynamics 365.

Configure Dynamics 365 for Project Service Automation

It has been an eventful couple of past months when Microsoft finally pulled the plug on Microsoft Dynamics CRM and decided to reintroduce it as Microsoft Dynamics 365 through standalone applications such as Dynamics 365 for Sales, Dynamics 365 for marketing, Microsoft dynamics 365 for customer services, Dynamics 365 for Field Service Automation and Dynamics 365 for Project Service Automation.

All of these have their own specialties to offer and as it happens, make Dynamics 365 more powerful in terms of offering customer relationship management than anyone could have imagined possibly.

So if Microsoft Dynamics 365 were to be configured for Project Service Automation, then the procedure given below is to be followed so that the same happens successfully. Mind you, those having begun using Microsoft Dynamics 365 for Project Service Automation and those still contemplating, the app helps manage accounts, projects and resources.

1. Set Up Time Units. Configuring these in the product catalog is a must as these will be used as a base for scheduling and billing projects.
2. Set Up Currencies ad Exchange Rates. These again have to be set up for projects.
3. Create Organizational Units. Setting up groups which the organization uses to divide its business are again a must, something which happens mostly on the basis of geography, business function and other logical divisions.
4. Set Up Invoice Frequencies. Setting these time periods up is necessary as these are a prerequisite to bill clients.
5. Configure Transaction Categories. Doing these is necessary as consultants can that way charge their billable and unbillable expenses to.
6. Configure Expense Categories. These need to be set up again so that consultants charge their billable and unbillable expenses to.
7. Create Product Catalog Items. Doing this task is necessary as they enable end users to add products meant to be sold to the product catalog.
8. Create a Price List. Multiple ones have to be configured as this will help decide how exactly clients are supposed to be billed for every role their project requires.
9. Set Up Resources. Doing this will add skills, proficiencies, resource roles and other resource information necessary for projects.

Following these steps will ensure that you do end up configuring Dynamics 365 for Project Service Automation.

Microsoft SharePoint App for Windows 10 Mobile Is All Set For Full Release

There is good news for users of the SharePoint Solution. The launch of the Official SharePoint App for Windows 10 Mobile has exited its Preview Version and will now have a Full Release on the Windows Store. It was in late September last month that the app was available for public preview. This allowed users of Microsoft SharePoint and Windows 10 Mobile to try it out early.

Given below is a list of everything that the Microsoft Dynamics SharePoint App helps do as far as the Windows 10 Mobile is concerned.

1. It helps sign in to SharePoint Online Sites. Businesses get to add multiple accounts and easily switch between them.

2. It helps quickly find sites. Businesses get to use the Sites tab to check out the sites they follow and visit frequently.
3. Users of the SharePoint Solution will find the app easy to use as all they have to do is tap on a team site and dive straight into it. They get to see site activity, navigate using familiar quick launch navigation, work with their lists and follow as well as share the site.

4. It helps check out recent as well as popular files. As far as team sites are concerned, users will get to view and share recent and popular files and also have complete access to their document libraries through the new integration with the OneDrive App. Users of the app will be able to edit files easily through Office Mobile Apps such as Word, Excel, OneNote and PowerPoint.
5. The Links Tab in the app will be useful to find promoted links for the organization. These links are curated by the organization’s SharePoint Admin for all employees and facilitate access to those sites and organizational resources relevant to the business.
6. It facilitates enterprise search and results will be organized into sites, files and people.
7. It helps find employees of the concerned organization. To retrieve the contact card of a user, businesses have to simply tap on his name and will get to see who he works with and what he works on.

It must be known that only those businesses having subscribed to Office 365 with SharePoint Online will be able to use the app.

Businesses across Australia and New Zealand can contact their nearest MS Dynamics Partner Australia and Microsoft Dynamics Partner New Zealand for further inquiries.

Facebook Begins 2017 as Most Popular Mobile App

2016 was all about mobile apps being used to reach out to target audiences. Online businesses made full use of mobile application development services, whether it was Android App Development or iOS App Development. They realized well in time that with the number of smartphone and iPhone users increasing by the day, it was very important to have a mobile app on such mobile devices.

With so many apps being created and used, how is it possible to distinguish the best ones from the ordinary ones? There were plenty of them in use, ranging from situational to translation to currency conversion to travel apps and also email apps. As it happens, chances are yours too would have gone unnoticed with the world unloading all of its apps on the Apple App Store and Google App Store.

Which was the app which finished Numero Uno last year? Which one begins as the most loved and widely used amongst all smartphone apps in 2017?

 

If Nielsen is to believe, then that honor goes to Facebook without question or doubt. It sits comfortably at the top without its position being contested. As it happens, Facebook’s mobile app averages 146 million unique users every month and is on the rise as compared to the previous year by 14%. Facebook Messenger, its country cousin, takes second place. Messenger averages around 129 million unique users each month and rose by 28% as compared to the previous year.

The social network has been rising in popularity ever since the world saw it for the first time and has been very user-friendly just like NAV, premier mid-segment ERP which can be understood fully through a Microsoft Dynamics Demo scheduled with a Microsoft Dynamics Partner in Australia.

Other apps which took the remaining 8 spots in the Top 10 include Instagram, again being something owned by Facebook. Much to the dismay of hundreds of millions, Twitter failed to make the cut. Apple Music was there, averaging 68 million average unique users every month and so was Amazon’s shopping app. Spotify, surprisingly, did not list despite having a large user base.

Ways to Make B2B E-Commerce Solution More Powerful

A couple of previous posts on the B2B E-Commerce Solution laid emphasis on how it can be made more powerful through a CRM Integration and by going in for an E-Commerce Integration with ERP.

Fact is, whether online stores use the B2B model or have a robust B2C E-Commerce Solution in place, they need to make it competitive come what may. Now this can be through a technology integration or by being resourceful. That is totally up to them.

Given below are a few tried and tested ways in which B2B online stores can be made more powerful. These methods not only help keep transaction costs down but also improve the line of service offerings and make earning profit practically possible.

1. Make your online platform simpler than before: Online platforms that are simple are the ones having the most success. Some of these online giants include the likes of Shopify, Magento and WooCommerce. Magento offers the community version and the extended Magento enterprise platform is capable of taking on any number of tasks and integrated services.

 

WooCommerce is successful because of its versatility and Shopify stands out for its simplicity. Besides, another way of making things simple on your online platform is by integrating shopping carts with payment processing.

2. Have more payment options: The moment your online platform is ready to handle the specified size and budget, it is time to create payment options for customers so that purchases are made frequently on your online store. Expanded and alternative payment solutions are ideal for business. Apart from credit cards, there are alternative payment methods too such as PayPal and Skrill.

3. EDI is a must: What does EDI stand for? It stands for Electronic Data Interchange. It is the process all transaction data goes through. EDI facilitates exchange of electronic documents. These can be anything ranging from purchase orders to invoicing and receipts to emails. This is a common feature in ERP solutions implemented by a Microsoft Dynamics Partner New Zealand.

4. Have a payment process in place that is fully optimized: There should be no complexities in transactions. Most customers get frustrated because of this. Whenever a customer buys a product from a business, he incurs low transaction costs. These rise all of a sudden when it comes to B2B transactions. So as far as online stores following the B2B model are concerned, there has to be a payment process in place which is fully optimized.

5. Get Rid of Fraud: There are always risks associated with electronic automation. There is always that element of fraud associated in some remote way. Take whatever measures are necessary to ensure that your online store is resistant to fraud, which happens mostly in the form of transaction laundering.

These tips will simplify your B2B modeled store and help you turn things around for the better.

Your Business Needs a Mobile Security App

What mobile operating platform are you promoting your business on? iOS? Android? What mobile device are you targeting? iPhone? Samsung Galaxy? Nexus? Both are famous across Australia and all these mobile devices mentioned above are used extensively by Australian people.

Of late, there have been complaints regarding malware affecting devices rendering them useless and unusable. This has put most businesses on alert and this being holiday season, all of a sudden there is a demand for mobile application design and development services, a robust and highly effective mobile security app to be precise.

Within no time, they feel a mobile app development service provider is as important to them as say a Microsoft Dynamics Partner Fiji doing their Microsoft ERP implementations and handling post go live support.

Now the deal is pretty simple. Either you download a free one or spend some money to get one built.

Now here is some serious talk. Mobile security apps are as important as desktop security programs. All devices connecting to the internet are vulnerable to threats. Malware is being churned out in huge volumes through inappropriate practice of software programming. This makes protecting your mobile device even more important.

A mobile security app built by a renowned Mobile App Development Company such as Dynamics Square will help you identify any such phishing scam that you may have fallen or perhaps fall victim to, if any, and will immediately alert you from entering identity-thieving websites.

Mobile devices are often the places where we tend to save some of our most sensitive information such as bank account details and social media profiles. Most of these apps are empowered with anti-theft features meant to help clients in times such as these, where it becomes mandatory that important information be guarded or else run the risk of watching it fall into wrong hands. Some also have the “uninstall protection”, which means that the app cannot be deleted without a password. Your phone will be automatically locked the moment the SIM gets replaced by the thief.

The more you keep prolonging, the more the trouble is going to increase. Contact Dynamics Square right away. Get a mobile security app developed.