3 Benefits of Empowering Sales Force with Mobile Dynamics

adaacloud crm erp

Implementing Mobile Dynamics for Improved Collaboration

Indeed, it is likely that sales force on the move may not be quite productive to your business.  It is also likely that you may have lined up scores of items in your many branches and your sales team is eagerly longing to offer better service to your clients and suppliers.  You may have your ERP and CRM solutions in place but may not have the required mobile capabilities which could make it cumbersome and time-consuming for the sales team to collect information they needed.

Eclipse could set right this issue with Microsoft Dynamics 365 Sales and Marketing (Dynamics 365) with the following three vital benefits. Here we go:

  • Accessing Critical Data in real-time

Mobile devices get connected directly into the CRM system of the organization. Thanks to Dynamics 365 which makes this feature possible. Besides, it efficiently offers much greater visibility and processes in business development. In other words, not only the employees now have access to opportunity data and critical sales in real-time from any location, they can log in relevant information as they collect them in the field itself. This ensures everyone to take timely decisions and updated.

  • Rapid, Accurate Reporting and DateAnalysis

With Microsoft’s Power, BI the cloud-based business intelligence solution which directly integrates with Dynamics 365 and the existing ERP system of the organization makes the reporting capabilities perfect and effortless.   Moreover, this helps for correct decision making for the field sales team who could gather information seamlessly making life easy for them with instant reporting for accurate data analysis and meaningful reporting.

  • Enriched Collaboration Through Automated Workflows

By connecting to CRM and ERP solutions, the organization can experience the correct utility of the data of the sales team besides, great improvement in collaborating with different departments. Moreover, the macro level business develops significantly with the simplified sales process and improved sales engagement. The field teams have an added advantage of working efficiently and take corrective action due to transparency within the organization, quickly.

Backed by strong integrated CRM and ERP systems that also allow mobile access, the sales team gets connected while on the move. The team could collaborate efficiently as they have important information at their fingertips that empowers them with Dynamics 365 which makes the organization efficient in making this technology investment in a broader sense.

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.

How to Navigate the Application’s Main Areas Social Engagement

Microsoft Dynamics 365 Dubai UAE

Only with the permission of the System administrator, you could see the assigned pages that are relevant to your business.  You could use the bar at the top of the page to move between all of the different areas of Social Engagement.

Carefully observe the navigation controls below:

  • App launcher: Go to you Office 365 portal and select from your available services.
  • Open Default Page: Start a fresh analysis on Analytics >Overview and reset all active filters.
  • Navigation: Now you could click this button to see the application areas and promptly switch to the area that you are looking for.
  • Sign Out/Change Profile: You could either change your profile by clicking the View Office 365 profile option or Sign Out from Social Engagement and your Office 365 user account.
  • User Option: My Preferences area access is just a click away. Further information about Social Engagement can be seen and gathered.
  • Help Options: View context-sensitive help topics that apply to the area you are working in. In the same breath, you could even swiftly access the Social Engagement forums and support contracts, if desired.
  • Application Areas: The main areas to work in Social Engagement
  • Search Setup: Create and edit search topics, thereby defining the posts that Social Engagement acquires. You could get a general outline of your solution’s data acquisition status and its progress towards the post quota. In order to optimize the quality of your data learn to maintain lists of blocked content.

 

  • Analytics: Widgets show the data in your solution. Switch between different pages in Analytics for getting to see more detailed information about the areas that are most relevant to your business. Moreover, you may even add filters to slice and dice your business needs.
  • Private Messages: With a single click you can view all private messages in the solution. This is a shortcut to view on the post list with the filter for private message enabled; it may nevertheless appear as an application.
  • Social Center: Streams of posts matching a selected data set can be created and managed in real-time. You can even share streams with other users of your solution depending on your user role and license type.
  • Activity Maps: Real-time visualizations of posts with location information can be created and managed. Show this on a wider screen so that your audience knows where in the world your topics are discussed.
  • Social Selling: Get connected and work directly with the Social Selling Assistant from within Social Engagement and get recommendations on relevant and shareable content that are pertinent to your business.
  • Message Center: You can create and manage alerts to access the most recent posts or even significant changes delivered by email to particular recipients.
  • Settings: Now it is easy for all users to define how the application displays for them.  Even the administrators can manage user roles, set system-wide settings and configure many more preferences.
  • Help: To see the latest help topics, visit the Microsoft Social Engagement Help Center (Opens a new website)