Microsoft Power Automate introduce new features for Dynamics 365 CRM users

As per the recent announcements and releases, Microsoft Dynamics 365 CRM is now incorporating some new changes. Microsoft Teams will be more deeply integrated with Dynamics 365 Customer Service.

Teams chat will be integrated into Dynamics 365, allowing customer records of sales and service cases to be shared in Teams outside of their department or with supervisors and peers.

Contact centre agents will be able to collaborate with coworkers by sharing AI-generated conversation summaries to solve customer issues faster. All in all, power bi platforms are getting some changes too.

What are the New Features of Power Automate?

power-plaform-implementationAs the power platform is an amazing tool as a data source, it gives collective power to Power Apps, Power BI, Power Automate, and Power Virtual Agents – making it a powerful business application platform. 

As for the changes in power automation or new features:

But, what is Microsoft dynamics 365 CRM, and why should you get the recent updates about its module named power automate? Let’s dig into the article and determine its uses for your business.

What is Dynamics 365 CRM?

Office 365Dynamics 365 CRM is a vast array of services that enables all-in-one solutions, so you don’t have to select from countless options. There are nine key apps in Dynamics 365, some of which include CRM and ERP. Previously known as Dynamics CRM has now been split into four apps; Dynamics 365 for Sales, D365 for Customer Service, Dynamics 365 for Field Service, and D365 for Project Service Automation.

From marketing to supply chain managers and developers creating custom Apis, this platform gives all solutions for businesses. 

As you continue with the one-platform solution, you get to create your new custom solutions as per the business needs.

How to Create a Solution in Dynamics CRM 365

You might want to fill in the information in fields that aren’t required after you save the solution. However, these steps are optional. Choose an HTML web page to serve as the solution’s Configuration Page and describe it using the Description box. ISVs who distribute solutions generally use the configuration page. When you select it, a new Configuration node that displays this web resource appears below the Information node. Developers will offer instructions or controls on this page to let you run their solution or set configuration data.

How to Make the Best Use of Power Automate with New Features?

Utilizing workflows, Power Automate, formerly known as Microsoft Flow, aids in streamlining repetitive activities.

The following tips will help you make the most of Power Automate.

Numerous operations can be carried out by connecting various systems with Power Automate Flow. With a win or lose, you get to make a clear decision about winning or losing the opportunity. Once you perform the action, you can also open win-or-lose opportunities in the future for customer analysis.

According to Microsoft documentation, Power Automate can only handle messages up to 100MB in size. If we do not specify any filter criteria when attempting to read data from a table using the Dataverse connector’s List Rows action, the action will read all the rows and the data from all the columns in each row, failing with the message “Cannot write more bytes to the buffer than the configured maximum buffer size: 104857600.

Process advisor quickly gathers detailed steps for each process in your business so you can quickly pinpoint areas where workflows could be improved. It establishes which activities are most popular, which tasks take the longest, and where the bottlenecks are.

This time of era is all about instant solutions. Developers can create mobile apps using Microsoft Dynamics CRM, and one method is Canvas Apps. Canvas is a no-code/low-code tool that lets you design business apps using drag-and-drop pieces. So, Canvas Apps’ capabilities expand when paired with Power Automate, an automating technology.

Bottom line

As for sorting your business operations and staying connected to recent updates on Dynamics 365 CRM, DFSM is all ears to hear you out. We can get you through the integration process with all the add-ons you need to change your business. So, reach us and let us help you in figuring out which CRM solution suits your business.

customer support

3 Reasons To Integrate Dynamics 365 CRM With Your Accounting

Accounting CRM exemplifies how this type of management software may be beneficial to departments other than marketing and sales (contrary to what some may think). In reality, a properly deployed Dynamics 365 CRM centralizes all of your data. And also brings all of your company’s stakeholders together (clients, external collaborators, vendors, suppliers, etc.). What’s the end result? It becomes much easier to manage your relationships and conversations.

What are the most common features of Microsoft Dynamics 365 for accounting to help you with it?

Office 365

Dynamics 365 CRM Features

Here are some of the most compelling features you can look forward to in a Microsoft Dynamics 365 solution and enhance your project management.

Dynamics 365 includes robust reporting and analytics features that let you swiftly gather information, track performance, and make data-driven choices.

Dynamics 365 combines CRM and ERP functionality, allowing you to manage all of your sales, marketing, customer support, and operations processes in one place.

Within the CRM, app modules allow you to construct bespoke, highly targeted apps or business process flows.

Dynamics 365’s unified UI adapts to the device or screen being used. And ensures a consistent and highly accessible experience across the web, Outlook, and mobile devices. Ultimately, making it easy for you to tackle any business operations and customer service.

Moreover, here are 3 compelling reasons to use Dynamics 365 CRM as your accounting tool to help your company develop.

3 Reasons to get Microsoft Dynamics 365 CRM for accounting

Once you have the opportunity locked in CRM, the following process is billing. Customers will go away if the software is prone to error or slow.

Billing creates invoices immediately from the date entered into the Accounting software, turning billing into a simplified, error-free process that improves customer satisfaction and cash flow. Billing automates your invoicing process by drawing on data currently stored in CRM, eliminating the need for manual re-keying or complicated integrations.

As invoices are stored in CRM, users can take advantage of the platform’s easy customization to develop and streamline invoice payment and collection policies. Furthermore, moving the billing process from the back office to CRM allows the entire business to communicate in real-time.

Besides that, CRM also automates reporting, helping you to gain greater clarity and financial insight into sales, marketing, and other things.

Many businesses do not map the entire accounting entity. That is why companies employ journal entries, such as payroll summaries at the end of the pay period, retail sales at the end of the day/week/month, or deferred revenue recognition. All of these accounting entries can be automated with the help of additional apps like CRM, Timesheet, and Point of Sale.

Bottom line

Well, we all can agree that Microsoft products never fail to amaze us. So, be it field service or financial management of cash flow, we can always rely on Microsoft and its tools. Now, if you are looking for ways to improve your accounting department, let the DFSM help. Our experts can implement the custom Dynamics 365 accounting solution for you.

WHY DFSM

5 Hidden Cost of a CRM implementation

CRM  (Customer relationship management)  Microsoft Dynamics CRM has become the company’s most precious asset in today’s rapid, highly competitive, and highly innovative market environment.  CRM is important to understand your customers’ needs to improve client service and profitability. Determining the actual execution cost is important, focusing on CRM in your company and its far-reaching effects. Many options and pricing models are available for CRM applications. Therefore, it has become difficult to identify the “exact” cost of different CRMs.

So, you need to consider many hidden costs before you think or invest in the CRM implementation. Some of the most relevant factors are:

 

Sales growth dynamics 365

 

 Customization

 

Every business is not alike and demands customization. When you think about CRM as a general, you may have a vague idea of customization requirements. However, to be clear on the situation, you will need experts’ consultation. So, the problem for every new CRM is incorporation across all divisions. The expertise of CRM experts is required in this process. Estimate internal labor for 40 hours and consultancy fees at least $4000-$5000.

 

Implementation

 

A consulting firm is also used to train, prepare, and execute the best implements of a new CRM. Plan on outsourcing for at least 1 for every $1 spent on annual cloud-based device subscriptions. The annual subscription price cost is averaged between 1x and 10x, with an average of 3.5x. While this is a big expenditure, experts concur that it is worthwhile.

 

 User Adoption

 

The effectiveness of the CRM requires user adoption, and we have many companies as an example who failed in implementation because of it. User adoption is completely dependent on leadership abilities. Those organizations that have been active with CRM have a leadership buy-in.

A recent Cornerstone OnDemand presentation showed how quality leadership impacts the role of workers in all business sectors. “Only 29% of workers in North America are concerned with emotion. That leaves 71% of the staff not working or actively de-engaged.” When the employees do not use the new CRM, the company is focused on the bill. Often, organizations with in-house expertise and decide against a third-party contractor do not achieve consumer acceptance objectives during the CRM implementation process.

 

 Opportunity Costs

 

One of the major concerns for hidden costs on CRM is the failure to select CRM software. Some of the cost components include Paying for unused Licenses, Paying for outside experts, and the cost of doing it all over again.

Additionally, a lack of sales is known and a failure to pick CRM when a business pays for a CRM but does not use it. How much more company does the sales team leave? Is there a lack of cross-sales opportunities because departments do not efficiently exchange data? So many businesses neglect these costs of opportunities.

 

 Additional Services

 

CRM is just the starting point for the application of subscription costs per user. Most CRMs allow third-party add-ons to be customized, and the price tag can be considered for these. While these are small add-ons per device, they add up to a company customer with tens of thousands of customers. So, you need respected CRM for it, such as Microsoft Dynamics. Moreover, there is no single CRM platform with its simple packages to fulfill all 9 integration requirements. At the beginning of the process, careful planning must influence the cost of each element.

 

Checkout our DFSM ERP/CRM ROI calculator 

 

You might have various concerns about the overall cost of the Dynamics 365 implementation. So, you can easily calculate ERP ROI/CRM ROI using the DFSM calculator. It will help you plan your budget according to the estimated cost. The calculator we developed shows the user how exactly is going to spend on their implementation.

LinkedIn to launch LinkedIn Sales Insights for CRM

CRM is nowadays business need solution and also the future of many organizations. We cannot deny that every department shifting to automation needs to focus on the insights too. So, to be more elaborate about it, the crucial factor of any business is sales. Managers worry if the team is focusing on the right leads and managing accounts properly or not.

Usually, LinkedIn is one of the platforms used for showcasing business and personal branding to grab the leads’ attention. However, despite LinkedIn’s amazing tools, managers still struggle to identify if the leads are even right or not.

So, to reduce this constant stress. LinkedIn has announced plans to launch LinkedIn Sales Insights (LSI), a new way to add sales data and insights.

Lindsay Edwards, LinkedIn Vice President of Product Management, said the product is planned to become available on a general basis in February 2021. It is based on sales operations’ role in a wide and up-to-date view of overtime opportunities.

It might interest you as a business owner, especially if you are looking for a digital solution to your current sales issue. Moreover, if you are already familiar with Microsoft Dynamics 365 for marketing, you will probably love to add this additional LinkedIn tool with it. So, let’s see what is in it for you.

 

LinkedIn sales insight

What is LinkedIn Sales Insights?

A self-service tool for insights and data for the products for sale. It enables managers to have a close look at their market insights and make more informed decisions. Sales operations become more insightful as in the modern business world; it is all about efficiency. The more you know the sales and their results, the better you can decide the go-to-market strategy.

LinkedIn Sales insights are exactly the tool you need right now to manage your market response and be more focused.

LinkedIn Sales insight and Dynamics 365 integration

 

LinkedIn is one of the top professional networks, with many people managing their sales and new leads. People are showcasing their business, connecting with like-minded people, and selling their services too. So, if you are already managing business and using Microsoft Dynamics 365 to manage operations, the good news is for you. You can now integrate LinkedIn sales solutions in the Dynamics 365 too.

Connect your CRM to LinkedIn sales insights, and you can manage data from a single dashboard. It gives a clear perspective and a better view of sales and their progress to the team.

How can DFSM help?

 

We at DFSM can help you with the LinkedIn sales navigator, and dynamics 365 integration go smoothly. If you are struggling with LinkedIn CRM and coping to improve sales, we can help you. Just reach out to discuss your business requirements for further steps. So, need quick expert advice from Microsoft certified consultants? 

Top 5 Reasons to implement a CRM today

If you think that your business is growing at a slow speed, it is time that you should start worrying various reasons, whether you are running a small venture or you want to scale up now, a better customer support system is needed or in other words a CRM solution to know about your customer journey.

Now, to have strong and reliable relationships with your customers, you must move to a CRM software. It is customer relationship management software.

 

Choosing the CRM solution can help you in maintaining the prospect information efficiently,  improve the ability of your sales team and keep the track of customer data and offer them more personalized services, you will need the Dynamics 365 CRM.

 

 

Sales growth dynamics 365

Signs that your business need a CRM.

1.  No insight into your sale Performance 

The ultimate motive of any company is to increase its sales. So, having the vision to become the top seller in your industry is no more a dream of an individual. Almost every company’ goal.

With CRM you can get real-time insights on your daily sales and the same data can help you in improving your services. and an insight of your team and their work productivity reports.

2.You’re Unable to Scale

The digital world needs more than just business existence. Check if the company is growing at a fast pace or not. It is important for scaling up your business for good. A good CRM solution can help you in speeding up the growth by cultivating productivity within your company.

3.Your Customer Service is suffering

2015 Aspect Consumer experience survey states that; 76% of customers claim to analyze the company based on their customer services. (http://linkis.com/www.bizreport.com/20/Otfk0).

Then there also a perspective that most people want to solve their issues on their own. And the survey says that 73% of consumers appreciate the brands with this service. Even on-third says that; they would rather clean a toilet than taking help from customer service. (2015 Aspect Consumer Experience Survey).
Another report says that 90% of customers expect brands to provide a self-service support portal, and 60% of people are more inclined to the brands with the self-service offering. (2015 Global State of Multichannel Customer Service Report).

Now, keeping all these reports and surveys in mind, you must understand that CRM systems can help you with automatic customer service. Let the people help themselves through CRM and you can also save on manpower.

4.No Automation of your leads

Lead generation is the most essential requirement of any company. The fact is that it is essential for growing up fast. Dynamics 365 lead management is one of the modules in CRM integrated to help you managing leads. Any smart CRM will prioritize the potential leads for you and keep you updated with them. So, you can respond on time and grab the opportunity when it is right there.

5.Your Business is growing but your software is not handling the growth

Your business is scaling, but the data is disorganized and inaccurate or there is too much latency in updating the data. Yes, there is a problem with your existing software because it cannot handle the data. So, for business growth, you need intelligent CRM software too.

Final thoughts

Hopefully, the above reasons are enough for you to understand the importance of CRM implementation. We at DFSM are offering full services for implementing CRM in Australia to help you balance the product or service smartly at your end. Now, all you need is to reach out to our experts and get the CRM system for your company now.

How can we integrate ERP and CRM?

How can we integrate ERP and CRM?

 

Productivity and efficiency are the most valuable ingredients of today’s business world. So, integrating ERP and CRM has become essential for streamlining business processes. Many organizations purchase CRM and ERP to improve productivity.

It pays off by enhancing the efficiency of sales, purchase, and billing. Moreover, it maintains customer and supplier relationships too. Many sources are providing the facility of both ERP and CRM along with their integration process. But Microsoft is on the top of the list right now.

People looking for business solutions are also looking for chances to enhance their productivity. Now, the Microsoft Dynamics 365 ERP and CRM are the important tools. But buying and deploying the systems separately will take longer for the databases to synchronize. Therefore, it makes the integration of ERP and CRM necessary.

We know the difference between ERP and CRM. One is to manage supply chain management including the financial data. The latter is to manage customer success and store their feedback. But when we talk about the integration of both systems, is it important and how it can benefit the business? And can it happen?

ERPCRM

 

 

Microsoft Dynamics 365 is the Solution for integration

 

While you are thinking about the advantages of integration, keep in mind that the only benefit of integration is efficiency. And the integration is boosting productivity by increasing mobility and reducing duplication. Also, simple proposals can be converted into actual orders.

 

Now, how Microsoft dynamics 365 is playing a vital role in it?

 

Microsoft has made integration easy by eliminating many barriers of integration easing the relationship between ERP and CRM.

  • Microsoft dynamics 365 includes applications for sales, customer service, operations, financials, field service, and professional services automation.
  • It offers you connected business solutions. Further, it gathers all the modules in one place providing you with the facility to access any detail anytime.
  • If you will contact the experts, they will make it easier and convenient for you to carry out the integration process. And that too without any coding.
  • It is the ultimate solution for both backend and front end business dealings with a smooth and efficient process.
  • More visibility enhances the chances of leading to new business ideas. It also implements creative and innovative solutions simply by focusing on the right details.

Just remember that Microsoft dynamics 365 is a flexible and scalable solution for the integration of CRM and ERP.

Microsoft CRM Integration

Final thoughts

 

CRM and ERP in cloud computing hold an important position and we all know that the business of today demands a fast and quick response in every matter. So, automation is going to take place either you act fast or not, someone is going to replace you if you are not going on with the changing trends.

Therefore, you need Microsoft dynamics 365 to boost the productivity or efficiency of your business along with successful customer relationships. Ask the experts for the implementation of the system and help you maintain it throughout the process.

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