Today Microsoft announced Dynamics 365, a new cloud service that will offer the capabilities of Dynamics ERP and CRM solutions in a series of role-based packages with simplified pricing and a unified pricing approach.
The Dynamics 365 model is a new addition to Microsoft's ERP and CRM product line (not a replacement) and will allow for adding on third party solutions and content packs from. Those add-ons will be available to try through another new offering, the Micro...
Within Microsoft Dynamics CRM, organizations can create silos where users can only see the data that they have entered. There is a pretty straight forward approach to setting this up. An Admin with the appropriate access can change the settings accordingly and this can be done by going to Settings->Security-> Security Roles.
For this exercise we will be modifying the Salesperson role. We would recommend to never modify the out of the box security role but instead make a copy of the oob role and rename it. You can do this by selecting the role that you would like to modify and then click on the actions button and select copy role.
How to interpret the security settings:
When you look at the screen shot below it may appear as though there is just a series of random bubbles color coded with nonsense, however this is actually a breakdown of the security settings in Dynamics CRM.
Levels of Security
Types of Security
For more tips and tricks on Dynamics CRM be sure to visit our archive of blog posts and also sign up for our blog on the top right of this page to receive new blog post notifications when they are posted.
The post Setting Up Dynamics CRM Security Roles appeared first on Ledgeview Partners.
Organizations belonging to any industry can keep track of all the communication and interactions related to their connections with SwiftRM. SwiftRM provides the right amount of personalization to manage any relationship effectively. The Contacts and Accounts fields can be made to fit any vital data that you need to track to run your business. With the addition of a Custom Entity that contains 10 fields, something particular to your company can be tracked in a way that makes sense to you.
We’ve gathered a few examples from common industries to show the varying ways the Custom Entity can be used to a business’s advantage. If you don’t see your industry reflected here, read this blog about Dynamics CRM Custom Entity Examples for more inspiration or check out this white paper describing some creative ways organizations have used a relationship management system.
The hospitality industry can include many different businesses spanning tourism, hotels, or any business where customer service serves as the foundation. SwiftRM can be adapted for use by organizations in the hospitality industry in several different ways. Some examples of data an organization focused on providing personalized customer experiences may want to track are:
• Reward Programs
• Loyalty Programs
• Guest Feedback
• Guest Allergies and Food Preferences
• Customer Retention Rate
• Social Media Interaction
As a trusted advisor in a co-operative financial institution, a full view of member profiles is imperative to effectively doing business. You will serve your members better when you immediately understand their history, financial situation, and future needs. Read this case study for more information about how Microsoft Dynamics CRM can be utilized in a Credit Union. Improve customer relationships with SwiftRM by keeping track of important details like:
• Credit History
• Loans
• Financial Plans
• Accounts
• Transaction Information
• Portfolio Accounts
While the oil and gas industry is experiencing a downturn, now is the time for organizations in the industry to take a look at their large operational expenses and make some strategic decisions. Cloud and CRM are among the most scalable and cost-effective solutions available today that can assist with operational efficiency. SwiftRM’s mobile accessibility enables field staff to remain up to date while working on remote projects. Take a look at a few areas that SwiftRM can track in order to streamline processes:
• Proposals and Tenders
• Health and Safety
• Field Service
• Well Permits
• Site Visits
• Equipment Tracking
Gone are the days of managing an organization with only a pen and notebook. Make smarter decisions by accurately recording vital information. The mobility of SwiftRM means field staff can have access to the system anywhere, anytime. With SwiftRM you can access and track data integral to your agriculture business like:
• Equipment
• Livestock
• Crop Monitoring
• Quotes
• Herd Management
• Soil Analysis
Was your industry not listed? The relationship management possibilities are endless, please contact us to learn more about how SwiftRM can work for your organization.
The post Relationship Management for Any Industry appeared first on Encore Blog, by Encore Business Solutions
Get the White Paper: 24 Wildly Creative Ways Companies are Using Dynamics CRM
Microsoft CRM is tightly married to Microsoft Excel and as such some of the EXCEL functions can come in very handy.
When putting together a demonstration system check out the RANDBETWEEN() Function for generating random numbers in Excel. It can also be used for randomly picking values from a list and many other derivatives.
Today's post was written by Nick Costanzo, Principal Consultant at Sonoma Partners.
However, if you’re in a different roll, such as an account manager, there are no pre-built dashboards at your disposal. Fortunately, CRM allows the creation of additional interactive dashboards to meet the needs of all CRM users, and provide them with actionable data. Some common requests we hear include:
Here are a few simple steps to satisfy these requests:
Now any account manager can log in to view the accounts they own and interact with the data in CRM. For example, I can click on the 1 priority case for A. Datum, see that I’ve just contacted them last week, then decide on the appropriate time to follow up with the customer:
Similarly I can drill into my top accounts and the other charts will filter based on my selection so I can take action on the data presented to me.
A few limitations to note, the dashboards are limited to the standard entities posted here, along with custom entities. Hopefully in the future additional standard entities such as opportunities will be included to further extend this interactive experience. Additionally, these dashboards need to be accessed via the interactive service hub, so it would be nice to see them extended to the core CRM areas in the future. In the meantime, happy interacting with CRM!
If you happened to miss it, please allow Avastone Technologies to highlight some of the coolest features we’ve identified in the Spring release of Microsoft Dynamics CRM 2016.
1. CRM App for Outlook
We are all familiar with the tight/native integration of Microsoft Dynamics CRM with Microsoft Outlook. Now with Microsoft Dynamics CRM 2016 you have the same native integration with CRM App for Outlook (Outlook Web Access/OWA). This will allow users to access CRM via a web browser. Now there is no need to have separate applications open.
2. Enhanced Mobile CRM Capabilities
Mobile CRM is a critical tool for all those “ROAD WARRIORS” out there. Microsoft continues to improve the mobile experience for tablets and smartphones with Microsoft Dynamics CRM 2016. In the palm of your hand is everything that you need to be effective with each customer engagement.
3. Cortana and Microsoft Dynamics CRM 2016
Whether working from your desktop, tablet, or smartphone Cortana is the office assistant to help you. Simply say, “Cortana, when is my next appointment?” or “Cortana, show me my Sales Pipeline.” And Cortana, like every great office assistant, will show you.
For more information on Microsoft Dynamics CRM 2016 enhancements, contact Avastone Technologies at (920) 687-4124, or kbrown@hbs.net
By Kevin Brown, Business Development Consultant, Heartland Business Systems/Avastone Technologies LLC, Microsoft Dynamics CRM Partner – Fox Cities and Milwaukee WI
The post Top Five Enhancements to Microsoft Dynamics CRM 2016 appeared first on CRM Software Blog.
