How to select best CRM software?

The customer relationship management software allows an enterprise to accurately predict future sales. Owing to the reason, every ambitious business must think of implementing CRM software. When you reach out in the market, you will find many options matching your requirements. Some software might solve your primary queries. But when you have to achieve valuable position in the market and generate valuable leads, you need the capabilities of Microsoft Dynamics software range.

The software you choose determines how effectively your team works, customer service you offer and lastly whether or not your business grows. Of course, the later depends on results achieved after implementation.

We often come across many clients who are anxious about getting tailored made CRM solution for their business. This is common as internal workflow differs for every organization. As we are partnered with the long-reigning champ in ERP and CRM software- Microsoft Dynamics, we understand and are capable of offering best suitable CRM suite for businesses and organizations. Here, we bring the complete guide and tips to look while selecting customer relationship management software, whether for SMB’s or large enterprise.

Primarily, your work is half done if you know what your business goals are and problem you are facing in solving it. Once you get this jotted down, you can determine the most effective CRM tool. The goals can be- organizing business operations, generating new leads, increasing profitability and much more. Then comes the implementation part where you select CRM and head down for deployment. There are different deployment models available in the CRM market.

For example, Microsoft Dynamics 365 is available in multiple deployment options like on-premise, cloud-based and mobile supported. So depending upon your business functions & needs you can select the deployment best suitably. This constitutes the mobility of workforce to access CRM from plethora of devices. You must go with CRM platform that remains updated constantly. Having said all, you can request for product demo, their reporting functionalities, pricing, etc before deciding CRM for your business.

Still, you are confused to decide right CRM for your business? Book a consultation session with AdaaCloud CRM expert.

Microsoft Dynamics CRM for Real Estate

real estate feature

For a real estate agent, time-saving tools are mandatory as they have to jumble up between the property buyers and sellers. Also, these tools must be adept to the changing demands of real estate industry. The realtors have to manage the current clients while taking new ones. Along with this goes the process of managing information, analyzing trends, and executing campaigns accordingly. While doing so, one must not ignore the security aspect of huge information stored.

The customer relationship management software available in the market may not be that much efficient if latest technological tools are not implemented in the system. Microsoft Dynamics CRM overcomes this problem by streamlining business operations. This software manages assets, properties, vendor, sales, and marketing campaign.

Dynamics CRM for real estate creates great opportunity in the market. You get integrated Microsoft apps with Dynamics CRM. The system has real-time information tracking on the team at remote sites with mobile access support. You get the advantage of automated service process by using reminders and notifications to reach out to customers at appropriate times. This can be used as a representative tool to interact with your clients without losing personal contact with each of them.

As you use automated technology, you can track resolved problems and complaints from customers, and monitor conversation details. To be specific the CRM capabilities of Microsoft Dynamics automate the workflow and not customer interactions. With Power BI tool you get the insights of business data and get the right mix for creating marketing campaigns. After a campaign is created you can launch it quickly and monitor its performance on the core customer of your industry.  This software is field tested and has higher ROI on the marketing campaign and of course satisfied customer.

So summing up, Microsoft Dynamics CRM delivers a robust, flexible and affordable solution for real estate industry.

 

Which Microsoft ERP solution is best for your business?

Microsoft ERP

Microsoft Dynamics offers enterprise resource planning ERP solutions – Microsoft Dynamics AX, Microsoft Dynamics GP, Microsoft Dynamics NAV, and Microsoft Dynamics SL. These solutions are designed for modern businesses, both large and small. It allows for communication between a business’s departments and its internal functions and data. Let us see all Microsoft’s ERP solutions so as to know which ERP you can get for your business.

  • Microsoft Dynamics AX

Microsoft Dynamics AX (formerly Axapta) is strongest in meeting the needs of complex manufacturing and distribution industries. The multilingual and multicurrency enterprise resource planning (ERP) software can be fully customized to aid in collaborating more effectively with customers, partners, employees, and suppliers. Microsoft Dynamics AX 2012 R3 allows businesses to develop and distribute modern apps for specific scenarios and mobile devices. This helps to easily and securely connect with Microsoft Dynamics AX for people at work and on the go. The latest version of Dynamics AX 7.0 now known as Microsoft Dynamics 365 for Operations is based on a new web-based client and client framework that provide next-generation solutions to your end users.

  •  Microsoft Dynamics GP

Microsoft Dynamics GP (formerly Great Plains) is an accounting system for small to medium companies. It has the stability and scalability you require to support your business needs today and into the future. Microsoft Dynamics GP gives you flexible deployment options whether on-premise hosted or cloud. As a business solution from Microsoft, it is easy to learn and use because it works like and with other familiar Microsoft technologies, such as Microsoft Office.

The latest version of Dynamics GP 2018 includes new features and capability enhancements that can optimize daily operational and financial processes. It increases business analytics, collaboration, reporting and deepens interoperability with other Microsoft products i.e., Office 365, PowerBI, and Azure.

  • Microsoft Dynamics NAV

Microsoft Dynamics NAV (formerly Navision) is used by mid-market companies as a flexible ERP solution. Dynamics NAV works like the familiar Microsoft Office tools. You can choose the Starter pack and Extended pack through the Microsoft Windows client. The multilingual and multi-currency business management solution is used to manage accounting and finances, service management, supply chain sales and marketing, and operations.
The latest launch of Dynamics 365 Business Central (generally available as a cloud service) is another upgrade for Dynamics NAV. Dynamics 365 Business Central and Dynamics NAV run the same application code base. This empowers you to smoothly transition all your Dynamics NAV assets into Dynamics 365 Business Central.

  • Microsoft Dynamics SL

Microsoft Dynamics SL (formerly Solomon) combines project and financial management capabilities to help businesses manage customer demands. It has delivered the functionality, performance, and ease of use to small and mid-size businesses around the world. Microsoft Dynamics SL interoperates with Office 365. Microsoft Dynamics SL is sold in two different editions- Business Essentials and Advanced Management. A la carte components are available by edition and must be purchased individually.

Hopefully the above will help to determine which ERP options will best fit and best investment for you. Equally, it is important choosing the right partner to implement it.

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.

OneNote Web App To Manage Notes

Dynamics 365 Dubai

OneNote users who do not own or presently have access to the desktop version of the app, is by far the most functional version. OneNote web App is the overall solution available through Office 365.

Make New Notes With OneNote Web App

It is easy to create a new note, section or even notebook in OneNote web App.

Creating New Notebook

It is necessary to get logged into SkyDrive.com to create a new notebook for use in OneNote web App.

The Method:

  1. Select Create OneNote Notebook from top of the screen while logged into SkyDrive.com. Next for the selected Notebook, a pop-up menu appears with a text field and a default name.
  2. Tap or Click on Create after typing a name for the selected notebook. Your new Notebook appears in the OneNote web App.

Creating a New Section

In order to create a new section, select the insert tab and clip the New Section button. An Untitled Section will appear which can be renamed accordingly.

Creating A New Note

Click or tap the plus symbol to the right of the section name that you want the note to fall under in the bar at the left side. By default the new page will be Untitled Page which can be renamed later as desired.

Existing Notes Open With OneNote Web App

It is simple to open a Notebook, section, or page.  However, the process depends on which one you intend opening. It is advisable to open notebook in the SkyDrive.com interface, whereas sections and pages must be opened in the OneNote web App.

Opening a Notebook

Open a Notebook in the SkyDrive.com interface to use OneNote web App to edit a note.  The following steps would help to open a Notebook:

  1. Log in to SkyDrive.com and if necessary, navigate to the folder containing the Notebook.

You will observe that the cursor turns into a hand, unless you are floating over the check box in the upper-right corner.

  1. Click or tap the item.      The file opens in OneNote web App.

Opening A Section or Page

While viewing the notebook containing the section or page, select the name of the section you want to see to open a section or page.   Bingo! It opens in the pane at the right as you select the name of the page with the section containing the chosen note.

Rename Notes in OneNote Web App

In OneNote web App, you have the provision to rename notebooks, sections or notes which is not possible with the mobile versions of OneNote.

Method to Rename a Notebook

  1. The folder containing the Notebook must be opened after logging on to SkyDrive.com interface, if required can also navigate.

Moreover, your cursor turns into a hand unless you are hovering over the check box on the corner to the upper-right side.

  1. Click to select the Notebook and choose Rename from the Manage menu which is on the top of the page. A field appears with the selected name of the Notebook.
  2. To rename the file, type the new name and then click anywhere outside the field.

Method to Rename a Section or Note Page

Follow this simple method to rename a section or Note page:

  1. First log in to SkyDrive.com and open the Notebook containing the section or note page you wish to open. The Notebook will appear in OneNote web App.
  2. In the sidebar at the left from the context menu choose Rename by pressing or right-clicking and holding on the name of a note or section.

With the name selected, a field appears around the name of the section or page.

  1. Type the new name to rename the section or page and then click or tap anywhere outside the field.

How to Delete Notes:

There is a little difference in the process of deleting notes in OneNote web App depending on what you are deleting.

How to Delete a Notebook:

Notebook should be deleted In the SkyDrive.com interface, in the following method:

  1. Log in to SkyDrive.com and navigate, only if you find it necessary, to the folder that contains Notebook that you wish to delete.

By default, your cursor turns into a hand, unless you are hovering over the check box in the upper-right corner.

  1. In order to select the Notebook click or tap and choose Delete from the Manage menu at the top of the screen. The file is deleted and SkyDrive notifies you via a pop-up menu with an Undo button that you can press if you don’t want to delete the Notebook.

How to Delete Sections or Pages

It is easy to delete a section or page.  Right-click or press and hold on the name of a section or page and choose Delete.

How to Salvage Deleted Notebooks From SkyDrive’s Recycle Bin

Normally, deleting sections and pages is done at the final stage, deleting a Notebook or any other file from SkyDrive.com dumps those files into the Recycle Bin which is accessible at the bottom of the left sidebar.  In order to retrieve a previously deleted Notebook, which may have been inadvertently the following methods would help:

  1. Click or tap the Recycle Bin link near the bottom of the left sidebar even while you are logged in to SkyDrive.com. You will come across a list of your deleted files.
  2. You need to select the check box which is next to the Notebook that you wish to restore.  Then click or tap Restore at the top of the page. Your         file gets restored at the same position where it was previously deleted.

 

Privacy notices Social Engagement

Microsoft Dynamics

Microsoft Social Engagement offers hosted online services that are available to a wide variety of customers. It comprises of the following social capability components within the software application:


Social Media Monitoring:– It is the ability to listen to and monitor publicly available social communications across a cross section of public and managed networks administered by third parties.

Social Analytics:– Is the capability to identify, compute and project queries related to publicly available documents and posts. However, please note that Microsoft Social Engagement may enable access to third-party services, such as Twitter, Facebook, Tumblr, YouTube, and blogs whose privacy practices may differ from Social Engagement as per their governing policies.

Your use of such services and any information you furnish them are governed by their service-specific privacy statements. When establishing these connections, certain data, such as the search query used to retrieve the Social Content and your IP address, may be shared with those services. You are encouraged to review these other privacy statements and review the Microsoft Online Services Terms.

Microsoft Social Engagement stores customer search configurations and data durations in tenant-separated databases (customer data). The customer data is then cached on the server side in an internal application, to allow common retrieval, indexing for the sole purpose of maximizing solution performance.
Access to index cached data (customer data) is handled exclusively by the internal application. It does not allow users to access or modify index cached data interactively in the internal application. According to our data retention policies, after a subscription license agreement is terminated, customer index cached data is removed after a period of 180 days.