Microsoft Dynamics CRM Online & Office 365

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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  With Office 365 companies can develop an agile workforce that is not constrained by outdated technology or geographical proximity.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:


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.


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.

Microsoft Dynamics 365 for Finance and Operations, Enterprise edition

Microsoft Dynamics 365:-

Regular updates mark the availability of several upgraded applications every now and then incorporating many existing Dynamics 365 Cloud Services.

Let us consider the new Applications and capabilities, beginning with new deployment options for Finance and Operations.  Two additional deployment options for Dynamics 365 Operations Microsoft’s cloud ERP (Enterprise Resource Planning) service were in the offing some time back.  The local business data deployment options for on-premises deployments are now a reality.

Additionally the option to deploy Finance & Operations as a Microsoft managed service running in Microsoft Azure, customers are now at liberty to deploy it in their own data center to help meet their business needs.

The on-premises deployment option or local business data provides a unique differentiator to enterprise customers in comparison to other ERP products by providing a choice as customers can start local business data and when they are ready, they could have the option to easily move their solution to the cloud. They will experience the cloud scale advantage and the rich analytic experiences it delivers. Moreover, the on-premises solution is based on a modern architecture that focuses on influencing Windows Server 2016 and SQL Server 2016 to present a deployment running in a customer’s data center.

Cloud Service is considered to be the best deployment option as the customers’ need to support business process execution in their data centers in some cases is increasing day by day.  However, they need not worry as help is at hand with on-premises deployments customers can resolve these essential business requirements.

Data Residency – This refers to the geographic location of an organization’s data information.  It is also the legal requirement imposed on data based in that particular region.  Some Government and industry regulations require customers to store business data locally and also mandated by our customer’s IT standards.

 Business Continuity – Regardless of a warehouse, service shop or production facility, your critical business processes can run locally in the facility even during lack of network consistency and cannot be relied upon for crucial business operations. On- premises deployments provide enhanced business continuity for scenarios that may require low latency integration with other on-premises systems.  It may even require deployments in regions where there are no options for a reliable network coverage infrastructure.  Local infrastructure issues can be addressed in some cases along with a financially backed SLA, with Azure Express Route.

Data Center Investments – Customers can influence hardware investments as well as their IT staff, particularly those already working with familiar Microsoft interfaces and tools viz., Windows 2016 and SQL Server 2016 to run their Finance and Operations instance locally. Moreover, customers have the option to life on-premises deployments to the cloud when it is time for a refresh.

Finance and Operations is unique in our ability to allow customers to deploy wherever and any format they want with the introduction of cloud plus edge deployment option, the best of on-premises and cloud deployments can be delivered.  Even cloud deployments in one option to help support our customers worldwide are also possible.

Let’snow move to new application features and updates to existing Cloud Services…

Microsoft Dynamics 365 for Finance & Operations, Enterprise

Microsoft Dynamics 365 for Operations is now Microsoft Dynamics 365 for Finance & Operations, Enterprise edition.  The edition is comprehensive and covers a whole range of both Operations and Finance.

There are two new purpose built applications in additions to updates to Finance and Operations.  They are Dynamics 365 Retail and Dynamics 365 for Talent.  The first is designed to keeping in mind the needs of a retailer.  It provides retailers with an integrated end-to-end view of their operations with centralized management with access and visibility across stores, employees including customers, financials and inventory.   On the other hand, the second one Dynamics 365 for Talent offers a 3600view of workforce from sourcing and recruiting to on boarding and retention. Dynamics 365 Insider Program gives a sneak preview of the two versatile applications.

Some of highlights of the major areas of investment for this update include feature embedded analytics, an improved and modern mobile experience, increased speed and predictability of implementations. Above all the new upgrade experience from Microsoft Dynamics AX 2012.

Analytics – embedded analytics integrated directly into the form and workspace; with drill down capabilities into transactions; 15 rich dashboards across the functional spectrum.  With end user in mind who will immensely benefit in their daily functions to assist them in making a better and faster decisions to achieve optimal result oriented outcomes.

Modern Mobile Experiences – For the staff at the warehouse, expense management including efficient time-keeping as well as a unified approvals mobile app that ushers the start of a new journey with our partners.

Faster & Predictable Implementations – The new and improved updates has a number of capabilities for rapid implementations process; it includes the ability to create company configurations that can be copied to create new ones based on existing companies.  In recent times, cost accounting has been modernized with great Getting Started guide and a simplified experience.  A new background validator has been added in order to help in keeping the system of record continually viable. The Getting Started and validation wizards are surely going to come in handy.

Upgrade From Dynamics 2012 is now in Preview –Even while keeping the abstractions and the use consistent, the changes are focused on simplifying the migration process.  You will observe that the new features contribute to simplified change management and improved support for the data governance needs of the organization and business requirement.

While continue to update and expand Finance & Operations, for new purpose-built applications the experience is thrilling.  The latest view on the full spectrum of work can be reviewed on road map site and regularly check out to see the ongoing updates that are available.

OneNote Web App To Manage Notes

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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 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 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 interface, whereas sections and pages must be opened in the OneNote web App.

Opening a Notebook

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

  1. Log in to 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 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 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 interface, in the following method:

  1. Log in to 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 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 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.


Microsoft Azure Business Benefits Made Easy – 10 in 1

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The success of an organization is dependent on technology in different states and there is no dispute about this fact for a long time.

But the scheme of things of adapting technology within business and the compelling demand to provide direct ROI (return on investment) behind every line of item needs to have justifiable value.

Ten various benefits of Microsoft Azure that companies of various sizes feel is of value to CXOs though it could be addressed in different ways for demonstration purpose.

Microsoft Azure Benefits – a sharp focus:-

Like any other commercial business activity, the number of organizations adopting cloud-based model is evolving significantly.  However, a little decisive debate before incorporating the concept, in the sense when going for anything new system; whether to implement a complete cloud in the business system or a hybrid migration as a pilot model.

Azure benefits are particularly being focused in this write-up. However, significantly there are a range of Cloud IaaS (Infrastructure as a Service) providers available for business, which includes, among others, Rack space Hosting, Google Computer Engine and Amazon Web Services.  Cloud Service Provider’s guide will come in handy should you wish to conduct the above for other solutions.

All the same, our focus states that when it comes to practical business solutions, Microsoft Azure stands the test as it is a class apart.  It further states that it is purely based on more than just an increase in numbers including quantifiable services like analytics, computing, databases, mobile apps, networking, storage and websites.

Armed with these means of Azure business tools your competitors may get an opportunity to beat you to rise in rank.

So Are They Getting More Than You?

Let’s check this out:

  1. Microsoft Azure is Super Fast &Speed Matters:-

Even generally the matter of speed is important but in Azure framework the speed is perceptible; count this as a benefit:

  • Speed to maneuver strategically
  • Speed to deploy appropriately
  • Speed to scale & upgrade

This augurs well with the functionality of Azure which is unbeatable by other cloud providers or even with on-premises software.

  1. Microsoft Azure is Dexterity Personified:-

New and trending technologies are possible with Microsoft Azure where businesses could not only develop and test but also has the potential for feedback and retry when developing their applications. Significantly enough they have the capability of trying out new features and decide its applications and utility for your business even without expensive overhead outlay.  You could even get away with the setting up complex infrastructure. Innovation has taken the lead in modern business thereby setting off an enormous impact considerably.

Moreover, this type of swift action may not be important in terms of getting things executed, but the teams involved can do a lot more, grow quicker and fail faster.

  1. Microsoft Azure – Global Outreach:-

It is important for a business to have their different services operative in data centers on a global platform; that too effortlessly.

This is among the best benefit offered by Azure. This cloud computing service allows modifying the global footprint of an evolving business that needs their applications dynamically in line with performance and use in the business activity.

In fact from a user’s point of view, they enjoy great experience and they are not dependent on location.

More details could be gathered from the map of various Azure regions.

  1. Microsoft Azure – A Complete Development Environment:-

Visual Studio is another bonus from the Azure stable. This is considered to be the world’s leading development environment and the right tools required for building a fully loaded Azure solutions. It is also considered to be a real game changing advantage to soft designers and displays the business acumen of Microsoft Azure.


  • IoT is integrated with Microsoft Azure essentially for the purpose of collating, visualizing and interpreting, where health data is taken from smart watches.
  • Many organizations completely depend on Excel to perform busy critical processes.

In order to increase its capability, we were able to build an engine that        exclusively     depends on the scalability of Azure.

  1. Microsoft Azure – A comprehensive Integrated Delivery Pipeline:-

Comparatively from an enterprise point of view, beyond mere storage the benefit elements churning out from Azure are tremendous.

A unified delivery pipeline is needed from an architecture perspective. Some of them are:

  • Source control
  • Integration testing
  • Unit testing
  • Delivery
  • Go live tools

Assigning specific workloads occasionally to different environments could be advantageous; nevertheless it is a debatable point. When all the tools are available under one roof, there is a great continuity, besides; it also reduces risk of integration set back.

In other words, in the case of product updates or any other changes, Azure can guarantee to a great extent that their pipeline is designed as per the demands of the business.

  1. Microsoft Azure – Disaster Recovery:-

It is very important for providers to have an in built sturdy backup system compatible enough to handle failure or scheduled down time and disaster recovery capabilities as the data being transferred globally.

Rest assured these short comings are taken care appropriately by Azure.

They have regional and global recovery options, besides having rolling reboot capabilities that work amazingly  well, it also has hot and cold standby models.  These matchless capabilities put them far beyond the plain commonplace storage option.

These are not something that may be happening routinely in a business.  But it is definitely something that you can confidently know is happening in the background.

  1. Microsoft Azure – Flexible Expenditure an Azure Benefit:-

Spend more to get more with Azure benefit.  However, Azure to put more resources to work comes in handy if they want to be done faster or with more volume.

Meaning, there is no restructure of infrastructure needed no matter whether it be seasonality where data experiences regular or predictable changes.

  1. Microsoft Azure Security

Business to business or even for individuals enjoys great experience of seamless and secure logon.  This is because the security in Azure enables such benefits.

Familiar accounts such as Facebook or LinkedIn can be used by their customers as they can login to services effortlessly. They are less likely to be hacked by not storing user credentials.

It is a well known fact that with a high data privileges, passwords are an every challenging issue for organizations.  The issue is addressed with the help of Azure Single Sign-on.

  1. Microsoft Azure – Accommodating & Complaint:-

When it comes to compliance, obviously all the organizations that are currently benefiting from Azure can blindly depend on Microsoft having done thorough ground work.

This will indeed enable great resource reallocation when certain industries like finance come under unwanted pressure than ever before due to business development.

  1. Microsoft Azure – Deployed Anywhere:-

Backed by such great tools such as Azure Stack organizations could use their data centre a if it’s Azure. They can use a single model to deploy on-premises and even to the cloud.

Exciting! Isn’t it?

In conclusion: If you afford to ignore these 10 Microsoft Azure business benefits here they are in a nutshell.

If you really want to experience the power of Microsoft Azure that can give to your organization, and the impacts that means, you should really access your Cloud options.  A great way to start is with our cloud service providers simple guide.

Let us know which Microsoft Azure business benefit the most. Write to us or download our guide.













Benefits Of Microsoft Dynamics 365

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Dynamics 365 ensures consistency and interoperability by using a common data model and consistent application platform. They also use extensibility to design and process XML schemas especially for e-businesses. They offer to customers a familiar experience with all new built-in insights, intelligence and workflow.

Facilitation of Businesses:

Dynamics 365 makes it possible for business to start with pertinent apps befitting industries and businesses.  In other words the customers can launch with what they need at that moment and upgrade as they develop the business, to the next level in the cloud, at their desirable pace.

Greater productivity can be achieved when required by connecting structured workflow of business applications and processes mainly with the collaboration of unstructured work of productivity.  This in turn allows employees to utilize productivity tools in relationship to their business processes and further development.

In order to unify departments and to empower across different units a flexible solution combines ERP and CRM functionality into one solution.

With Dynamics 365, data are transformed into action for intelligence and accessed according to requirement. Business applications that introduces large data and advanced analytics into processes and proactively guide employees and customers for the desired results with built-in Business Intelligence such as (Power BI, Cortana Intelligence, Azure Machine Learning)

Get set for augmentation through consistent, adaptable and responsive applications. With Dynamic 365 in tow, business users get a fillip to change and adapt without too much intervention or assistance from IT department.

Small & Mid Business (SMB) Gain from Dynamic 365

Finance and Operations, Business Edition, is a comprehensive accounting and business management solution for SMBs included in Dynamic365.

Large Business Enterprise Gain from Dynamic 365

The Enterprise edition of Microsoft Dynamics 365 has been created by the Dynamics AX & Dynamics CRM duo.

Benefits of Power BI in Dynamics 365

Now BI tools are part of business management solutions.

As embedded Power BI acts as a protection on contextual information on the role based work spaces and dashboard in Dynamics 365,it provides the best recommendation on the discovered analysis. This results in two main benefits. Productivity gets increased rapidly and ensures best practice in a time bound manner. Power BI or Business Intelligence in Dynamics amplifies your business intelligence by collecting appropriate data which is visible to the entire business unit leading to better decision making with the help of well-crafted analytical reports.

Business Grow With Dynamics 365

Customers can now pay for the functional apps which they would need in the short to medium term.  Later if required, they may then extend the functionality or even add more users as their business develops. All these are possible via the ecosystem of Microsoft AppSource.  The business applications share a common but robust data model, which is extremely accessible tool to connect with and users experience a consistency with the apps that work seamlessly.