Apr 24, 2024 | Aiswarya Madhu
Marketing automation is no longer just a luxury for large enterprises; it's a necessity for businesses of all sizes.
Apr 15, 2024 | Aiswarya Madhu
The current trends in CRM are moving towards more personalized and data-driven interactions with customers.
Feb 09, 2024 | Aiswarya Madhu
Wondering why you should use power BI over excel? Well, Power BI isn't just another tool. Tailored for users with diverse data expertise, Power BI data visualization tool transforms raw data into insightful visualizations.
Dec 29, 2023 | AiswaryaMadhu
Business automation is on the rise, with over 31% of businesses having fully automated at least one function, aiming to save costs and boost efficiency.
Dec 28, 2023 | Aiswarya Madhu
Are you currently facing challenges in managing your service incidents effectively? Ever faced challenges in streamlining case management, leading to delays and customer dissatisfaction? If so, you're not alone.
Dec 27, 2023 | Aiswarya Madhu
In an era dominated by online purchases, the shift from in-store to digital shopping isn't a recent development—it's a well-established trend that predates the global influence of COVID-19. Amid this transformation, the landscape of warehousing undergoes a profound evolution.
Dec 22, 2023 | Aiswarya Madhu
Navigating the enterprise software realm leads to a crossroads between two stalwarts: SAP vs. Microsoft Dynamics. These platforms have redefined operational efficiency and productivity for businesses.
Dec 11, 2023 | Aiswarya Madhu
Businesses have tons of data, but making sense of it can be tough without the right tools.
Dec 08, 2023 | Aiswarya Madhu
Unlock the Dynamics 365 price and licensing complexities with our insightful guide. Tailored consultation available for informed decisions and business optimization.
Dec 05, 2023 | Aiswarya Madhu
In today's competitive landscape, providing exceptional customer service isn't just a priority—it's a make-or-break factor for business success.
Dec 01, 2023 | Aiswarya Madhu
As Microsoft refocuses on its support for Microsoft Great Plains towards fixes and compliance updates, the pivot to Dynamics 365 Business Central becomes imminent.
Nov 28, 2023 | Aiswarya Madhu
In the world of retail, every shelf tells a story, every customer craves a personal touch, and inventory management demands a harmonious rhythm.
Nov 24, 2023 | Aiswarya Madhu
Dynamics 365 Customer Engagement (on-premises) is a comprehensive customer relationship management solution that enhances marketing capabilities, drives sales growth, and ensures exceptional customer service.
Nov 23, 2023 | Aiswarya Madhu
As the countdown begins for Microsoft Dynamics NAV, its transition to Dynamics 365 Business Central takes center stage.
Nov 20, 2023 | Aiswarya Madhu
Microsoft 365 Project Management refers to a collection of applications and functionalities aimed at assisting users in managing tasks, projects, and even intricate portfolios.
Nov 15, 2023 | Aiswarya Madhu
Microsoft Dynamics 365 CRM offers a robust suite of tools to enhance your sales and marketing processes, but it's true potential can be unlocked through smart integrations.
Oct 30, 2023 | Aiswarya Madhu
Customer engagement is paramount for business success, and Dynamics 365 Portals, now rebranded as Power Apps Portals, play a pivotal role in nurturing these connections.
Oct 27, 2023 | Aiswarya Madhu
Microsoft Viva Sales, now known as Microsoft Copilot, is a solution introduced by Microsoft to empower sales professionals.
Oct 27, 2023 | Aiswarya Madhu
Microsoft made a big announcement at their recent conference in their path to a cloud- only mode which started 5 years back, when they moved Office to the cloud, and named it Office 365. This fall, they will be bringing in CRM and ERP to the cloud under the banner of Dynamics 365. This will ensure that all data which currently s
Oct 25, 2023 | Aiswarya Madhu
Navigating the domain of modern business requires more than just agility—it demands strategic technology adoption.
Oct 25, 2023 | Aiswarya Madhu
In a world where the demands of modern business continue to evolve at a rapid pace, the traditional office setup often finds itself facing limitations.
Oct 20, 2023 | Aiswarya Madhu
Every click, every interaction, generates a stream of raw data waiting to be transformed into meaningful insights.
Oct 18, 2023 | Aiswarya Madhu
The heart of customer service lies in making every interaction count, and this is precisely what Microsoft Dynamics 365 for Customer Service accomplishes.
Oct 17, 2023 | Aiswarya Madhu
In 2019, Microsoft introduced Power Apps Portals, enabling businesses to share their databases securely with external users.
Oct 17, 2023 | Aiswarya Madhu
Choosing the right Enterprise Resource Planning (ERP) system is a pivotal decision for businesses worldwide.
Oct 12, 2023 | Aiswarya Madhu
Whether you're running a small delivery service or managing a massive logistics operation, effective fleet management is the linchpin of success.
Oct 11, 2023 | Aiswarya Madhu
The shift towards cloud-based solutions has become a prevailing trend, with Microsoft Office 365 emerging as a leading choice for organizations worldwide.
Oct 06, 2023 | Aiswarya Madhu
Imagine understanding your customers so well that you anticipate their needs even before they express them.
Oct 05, 2023 | Aiswarya Madhu
Survival of the fittest is the new norm in modern business landscape. To thrive in this dynamic environment, organizations require cutting-edge tools and strategies.
Sep 25, 2023 | Aiswarya Madhu
Education has undergone a seismic shift. Gone are the days of traditional chalkboards and manual record-keeping.
Sep 25, 2023 | Aiswarya Madhu
In service management, efficient task orchestration is vital for success. Work orders, the core of operations, can make or break efficiency
Sep 04, 2023 | Aiswarya Madhu
Navigating the realm of business solutions, Microsoft has set the stage with two powerful solutions
Aug 22, 2023 | Aiswarya Madhu
In the ever-evolving landscape of Microsoft's software offerings, the transformation of Dynamics NAV into Dynamics 365 Business Central stands out as a pivotal shift.
Aug 10, 2023 | Aiswarya Madhu
As supply chains grow in complexity, efficient planning and execution become critical to a company's success.
Aug 10, 2023 | Aiswarya Madhu
Data has become the backbone of every industry, driving business success and growth.
Jul 28, 2023 | Aiswarya Madhu
Microsoft has unveiled its plans for the 2023 Release Wave 2, which includes a range of Microsoft Dynamics 365 Sales and Power Platform updates.
Jun 16, 2023 | Amit Kumar Dey
CRM software is a tool that helps businesses manage customer relationships by organizing and analyzing customer data
Jan 24, 2023 | Amit Kumar Dey
In 2019, British Airways experienced a data breach caused by a data migration to a new IT system that affected around 380,000 customers.
Jan 20, 2023 | Amit Kumar Dey
According to a study from Salesforce, as of 2020, about 81% of companies in the US use a CRM platform.
Oct 27, 2020 | Anjan Barman
You might have been drawn to Dynamics 365 by its extensive list of features, attractive licensing costs, or seamless integration with the Microsoft stack, but there are a few to-dos for you to ensure that the migration turns out to be a winning move for your business.
Oct 08, 2020 | Anjan Barman
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.
Jul 20, 2020 | Anjan Barman
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.
Jun 10, 2020 | Anjan Barman
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.
May 14, 2020 | Anjan Barman
The latest updates of the Commerce module have been targeted at enriching the experience of all stakeholders – retailers, employees, and customers.
May 07, 2020 | Anjan Barman
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.
Apr 29, 2020 | Anjan Barman
The latest Dynamics 365 Human Resources features upgrade the comprehensive personnel management solution with new conveniences.
Apr 23, 2020 | Anjan Barman
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.
Apr 21, 2020 | Anjan Barman
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.
Apr 17, 2020 | Anjan Barman
Microsoft has recently announced the 2020 release wave 1 for Dynamics 365 where all modules of the tool would be augmented with new capabilities.
Mar 13, 2020 | Anjan Barman
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.
Mar 12, 2020 | Anjan Barman
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.
Mar 09, 2020 | Anjan Barman
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.
Mar 09, 2020 | Anjan Barman
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.
Feb 07, 2020 | Anjan Barman
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
Feb 05, 2020 | Anjan Barman
Tailored experiences, social engagement, quicker issue resolution, and omnichannel interaction – businesses falling short of expectations in any of these stand to be obliterated.
Jan 20, 2020 | Anjan Barman
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.
Jan 09, 2020 | Anjan Barman
Every e-commerce venture revolves around its business challenges, operations, and goals.
Dec 31, 2019 | Anjan Barman
Not everything was going great for this Minnesota-based shoe manufacturer. In particular, the HR department was facing the music since the annual employee turnover rate was strikingly high and the overall morale in the office was disheartening.NULL
Dec 23, 2019 | Anjan Barman
As an HR professional or the CEO of an organization, you know better than anyone else that employees are the growth engine of your company. Employees can make or break any business and one needs to maintain utmost caution while headhunting.
Nov 04, 2019 | Anjan
It’s indisputable that a major goal of every business is financial gain. Without it, the definition of commerce gets violated and you are left with a not-for-profit entity. Finance is the spine of your business and deserves special treatment. You may be using a “modern solution” to manage your company’s financial health but are you genuinely content with the value you are deriving out of it? Do you often find yourself in deep thought trying to determine whether the finance software is your valued asset or has it become a liability and a cause of genuine concern?
Oct 11, 2019 | Anjan Barman
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.
Oct 11, 2019 | Anjan Barman
Field service – service at the equipment location or customer premises. The definition is age-old but a tectonic shift in the technologies involved has brought about an unprecedented change to the way it’s rendered. Technology has, in some ways, turned the concept on its head and things aren’t the same as they used to be before the miracle arouse.
Oct 11, 2019 | Anjan Barman
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.
Aug 30, 2019 | Anjan Barman
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.
Mar 11, 2019 | Piyush
As a top management executive of a manufacturing organization, one of the key responsibilities is to make sure all of the business units or divisions are performing well i.e., right from the sales – delivery to support.Also, being in a manufacturing sector, given the amount of competition faced in today’s fast-paced world, the q
May 04, 2018 | Brijesh Dey
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
May 02, 2018 | Mohamed Irfan
To track and manage the delivery of products, managers have been using different software tools in the past. With the now popular Microsoft Dynamics 365 for Project Service Automation, you can build your work breakdown structure into a project plan, which is a robust end to end solution. Microsoft Dynamics 365 for Project Servic
May 01, 2018 | Brijesh Dey
Dynamics and marketing go way back. The people who have used Dynamics CRM for a couple of years now will be familiar with the Marketing module and what it covers …. Or, should I say, used to cover.As we know, Microsoft has made the decision that Microsoft Dynamics Marketing will be discontinued as of May 15, 2018.With the disco
Apr 24, 2018 | Vishnu Vasudevan
Office 365 is a Microsoft application which deals with sharing of emails, notes, and documents in a group by using Office online, OneNote, Word, and Excel.Integration of Office 365 with Dynamics 365 became much easier due to the release of latest version of Dynamics 365 Online. Through this integration work life has become much
Apr 19, 2018 | Mohamed Irfan
Dynamics 365 helps field services in a host of activities. Field technicians can store, update and access information whenever needed and it also enhances customer visibility, which helps to maintain a healthy customer relationship for a longer period.The Field Service feature helps to interact with technicians and also helps t
Apr 09, 2018 | Brijesh Dey
Talent acquisition, transformation, and management are critical anchors for any organization.The Human Resource Department often finds themselves submerged in an ocean of challenges ranging from unskilled labor, less than optimal employee engagement, and loss of top talent to other organizations. Adding to this, around half of t
Mar 29, 2018 | Brijesh Dey
Since its inception, Dynamics CRM has been a de-facto standard in sales, marketing, customer service and industry solutions.Well, Dynamics 365 provides no exception and continues to build on the legacy of the Microsoft Dynamics family. Social Engagement provides powerful social tools in the hands of business professionals and he
May 25, 2017 | Bala E
Relationship Insights leverages the data-integration and artificial-intelligence capabilities built into Azure to combine and analyze your Dynamics 365 and Microsoft Outlook data. Relationship Insights uses the insights derived from this analysis to surface features thatRelationship Insights features are context sensitive, so th
May 02, 2017 | Sharath Somanathan
What is Microsoft Flow?Microsoft Flow [MS Flow] is a powerful tool which lets you sit back and relax while it does things for you in the background in Office 365/ Dynamics 365. In layman terms, Microsoft Flow is a set of rules that lets various apps communicate with each other automatically.Features of MS Flow:Limitations of MSF
Apr 21, 2017 | Murali Narayanan
Can you imagine how a company can be impacted by a system which will suggest products on the basis of past data?This can help the Sales team target products better to their existing clientele and in the process have better outcomes and generate more revenue for the company.Dynamics 365 comes with a new feature called Product rec
Apr 19, 2017 | Sandhiya K
In the previous post, we discussed about the Interactive Service Hub (ISH), and how it can make the life of a user simple. Now, this time around, I will be laying down the steps to go ahead and configure the ISH to suit your requirements. The ISH is part of the default settings within Dynamics 365, but user configurations can be
Apr 18, 2017 | Rekha Jyothimani
Are you the person involved in query resolution?If yes, then this feature is surely going to interest you… It is human nature to search for an existing solution to a problem rather than resolving the case by starting afresh. Microsoft Cognitive Services helps us to find similar cases if any exist in the case system, so tha
Apr 10, 2017 | Sandhiya K
Microsoft Dynamics 365 has brought about many changes to how you interact with prospects, leads and customers. When you are looking at upping your customer service, use the all new intuitive and interactive experience from the Interactive Service Hub (ISH). It’s loaded with rich dashboards and redesigned forms that pull together
Mar 28, 2017 | Aathira Nair
Microsoft Dynamics CRM has always been focused on creating a seamless customer experience and bringing customer engagement through a faultless service oriented sales approach. But, when there are so many interactions in the digital world, a customer is bound to get frazzled and in this mayhem, it is all the more difficult to cap
Feb 06, 2017 | Divyashree M
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
Jan 18, 2017 | Aathira Nair
Dynamics 365 has brought in one-click integration of business solutions through Apps. The apps cover a range of needs such as sales, recruiting, payments, analytics, forecasting and much more. Microsoft AppSource is more than just a destination for SaaS business apps, it is a growing community for every user of Microsoft technol
Nov 25, 2016 | Karthik AMR
Microsoft Dynamics CRM and Azure cloud together can bring great potential to any technology solution. This brings us to the point of integrating these two systems. We had previously shown you how to integrate Azure with Dynamics CRM employing the on premise listener. Apart from this method, we can also use the two way listener u
Nov 04, 2016 | Yuvaraj Krishnamoorthy
Microsoft Dynamics CRM has evolved drastically over the past few years. There have been many updates and versions released, with a range of new features and improvements at each stage along the path. During the upgrade of a Dynamics CRM environment, there are a few points to bear in mind to ensure a hassle- free upgrade process.
Oct 26, 2016 | Sushant Sarkar
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
Oct 04, 2016 | Aathira Nair
Microsoft made a big announcement at their recent conference in their path to a cloud- only mode which started 5 years back, when they moved Office to the cloud, and named it Office 365. This fall, they will be bringing in CRM and ERP to the cloud under the banner of Dynamics 365. This will ensure that all data which currently s
Feb 04, 2016 | Sandhiya K
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
Dec 16, 2015 | Murali Narayanan
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
Dec 07, 2015 | Murali Narayanan
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
Dec 03, 2015 | Murali Narayanan
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
Dec 02, 2015 | Madhavi Krishnayya
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
Nov 25, 2015 | Vijay Bonam
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
Nov 25, 2015 | Madhavi Krishnayya
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
Aug 21, 2015 | Aathira Nair
ISELIN, N.J. – Aug. 21, 2015 Aug. 11, 2015 – ISELIN, N.J. — Nalashaa, a custom product development company, today announced a fixed price solution for organizations looking for Dynamics CRM support for their in-house users. Nalashaa has been upgrading, developing and re-architecting Dynamics CRM solutions from CRM 1.2 to CRM 2013. During the course of many such projects, customers have requested for support plans for in-house users of Dynamics CRM. After careful evaluation of Dynamics CRM support needs, a dedicated support plan has been formulated as a fixed price plan along with the flexibility of added support on an hourly basis if required.
Jun 25, 2015 | Madhavi Krishnayya
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
May 18, 2015 | Madhavi Krishnayya
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
Feb 12, 2015 | Murali Narayanan
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
Nov 18, 2014 | admin
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
Nov 14, 2014 | Aathira Nair
Nov. 11, 2014 – ISELIN, N.J. — Nalashaa, a custom product development company, today announced a fixed price solution for organizations looking for a Dynamics CRM upgrade. Nalashaa has been upgrading, developing and re-architecting Dynamics CRM solutions from CRM 1.2 to CRM 2013. The immense knowledge of the team, over years of cumulative experience, will deliver solutions within the stipulated time, cost effectively.
Oct 31, 2014 | Aathira Nair
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
Sep 24, 2014 | Aathira Nair
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
Sep 18, 2014 | Vishal Pandey
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
Sep 12, 2014 | Sushant Srivastava
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
Sep 02, 2014 | Swapna Vijaykumar
Doctrine migration has been used by me many times, and there are some small changes which affect the process, and some others which help us to use the migration process better. Part 1 of the Doctrine migration series depicted how to go about a migration set up. Now, I shall go about explaining in a step by step manner how to go
Aug 11, 2014 | Rajesh Guptha
In the recent build event, Microsoft announced a bunch of updates to its Azure stack. Today, I will focus on one of the most exciting features – Offline Sync on Mobile ServicesAs the name implies, it is an effort in the direction of providing out of the box offline sync capabilities for mobile applications which connect to Azure
Jul 30, 2014 | Aathira Nair
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
Jul 03, 2014 | Aathira Nair
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
Jun 09, 2014 | Aathira Nair
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
May 26, 2014 | Aathira Nair
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
Apr 07, 2014 | Aathira Nair
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
Apr 02, 2014 | Madhavi Krishnayya
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
Mar 26, 2014 | Madhavi Krishnayya
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
Mar 03, 2014 | Aathira Nair
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
Feb 18, 2014 | Aathira Nair
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
Nov 12, 2013 | Aathira Nair
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
Sep 30, 2013 | Aathira Nair
During Windows azure migration, there are various concerns which crop up regarding storage, dependencies, session states etc.Following are the major concerns which needs to be addressed, and a plan charted out prior to migration.Windows azure migration would require complete application data migration, and this is a primary conc