Microsoft Dynamics CRM Online & Office 365

CRM Software Dubai

The future of CRM is in the cloud and why CRM On Premise users really need to migrate to CRM Online,as everything from its unparalleled infrastructure to its low overhead.  Power BI, with its amazing predictive analytics capabilities, can be easily integrated with CRM Online.

Microsoft has built an innovative and groundbreaking software suite of products in the past decade or so, which have altered the very way business is done in modern times.  It is a revolution in the making.  From vintage series like Word and Excel to more modern innovations like Skype for Business, these products seem to be ingrained into our everyday work lives.  These services also are vital to our ability to maximize the use of CRM. The modern business is adapting gradually to such innovations.

Microsoft has focused intensely on its Office 365 offerings, which transform the entire Office ecosystem into a platform that can be accessed anywhere, all these with Microsoft’s shift to a ‘cloud first’ approach.  By the way, no longer do users have to manage with multiple versions of the same Word file or fidget at their desktop computer to access their events diary.  With Office 365 companies can develop an agile workforce that is not constrained by outdated technology or geographical proximity.

Microsoft Dynamics 365, the union of Microsoft’s CRM or ERP solutions is always together as one cloud service taking care of the needs of unique lines of business by different applications.  It allows you to customize your system according to your functions, viz. sales, operations and field service.

It is crystal clear that Microsoft has placed increased emphasis on integrating its Office 365 and CRM Online into a seamlessly cool experience.  Users who are still operating CRM On Premise will not be able to access the countless wide range of services facilitated by this integration.  By not migrating online, On Premise users are missing out on many features.

We bring three Microsoft Office produce enhanced by CRM Online:

SharePoint

Thanks to Office 365 where even a sales representative on the field can co-ordinate with his team from anywhere that too in real time on different files like Excel, Word or PowerPoint.  You can co-author a PowerPoint presentation online with your sales team or department. The file could be uploaded to your SharePoint folder in CRM for that prospect, thereby making it visible to anyone who visits the folder, later for that particular record (in SharePoint or CRM). SharePoint can be enabled for specific entities in your CRM and libraries will be created in SharePoint for those entities, along with folders for each entity record.

Feast your eyes on automated organization and seamless collaboration. Continuing the features, a directory of documents for accounts,and a folder for each account separately, with all the existing SharePoint capabilities such as sharing with outside users, approvals, workflows, etc. can maintained.

In addition, you can also take advantage of One Note from within CRM Online.  Drafting ideas, discussing with team members, jotting meeting notes, record research results and thereafter saving the compilation to the contact in CRM are some of the salient and integral features.

Skype for Business:-

Capabilities galore…you can even keep business interaction with any contacts in CRM via Skype and that too directly within CRM.  Work in CRM with others for example; with your colleagues, peers, business acquaintances etc.After finding a contact, click the number and call.  You can talk seamlessly without any disturbance and offer business solutions, seek answers, all in real-time without any hassle.

Throw Yammer in the mix, if you wish to take the conversation to the next level.  This will give your colleagues a central place in your organization to have conversations, creating and editing documents, besides sharing information without sending a email or attending any meetings.  This consolidated conversation is like a virtual office. Make this fast conversation view and contribute from one cohesive view in CRM by users.

Outlook:-

With the Office 365 email applications, one can automate email tracking by creating entire email folders that sync with CRM.  This is systemized against specific records. Track your outgoing and incoming email in CRM. For example, if a customer sends an E-mail, this could be viewed within the context of previous E-mails or with phone calls exchanged with the department and other CRM records connected with opportunities/cases. Moreover, one could see CRM information in-line in the inbox of E-mail. It will be difficult to tell where CRM ends and Outlook begins as they blend well technically.

Office 365 augments the ability of CRM’s features to see everything one needs to know about customer relationship with the organization.  Efficient reporting and a better customer experience are the result of completing the day-to-day operations through Office 365. References are made by user experience to the importance of continuity, consistency and the seamless integration of the enhanced ability to view and track customer interactions of Office 365 with CRM Online.

How to get around in the Settings area Social Engagement

Set the options for your solution and its users by managing directly your Microsoft Social Engagement solution.

  • Page Navigation: Each page lets you set options that apply system-wide or to individual users only, you can move between the different pages of the settings area. However, you may not see all pages in the area as it depends on your user role.
    1. Personal Settings: Define how the application displays for you. The values are initially set by an administrator. However, you can change the default preset values according to your needs.
    2. Global Settings: Administrators can set system-wide preset default values that apply to all new users and newly-created search topics.
    3. Social Profiles: Manage social profiles, with updates from time to time, which you own or that were shared with you, to engage with your audience directly in Social Engagement.
    4. User Management: Ideally administrators define permissions and roles for the users of their solution.
    5. Connections: Administrators can connect Social Engagement with Microsoft Dynamics 365 to create new records in the connected Dynamics 365 instances. They are also responsible for stream posts as events to Microsoft Azure Event Hubs.
    6. Automation Rules: Create rules that automatically perform actions on a specified dataset.
    7. Settings options: Set the values on the settings pages according to your needs and requirement of your business.