Quantcast
Channel: Microsoft Dynamics 365 Community
Viewing all 51311 articles
Browse latest View live

9 Fast Facts About CRM You Might Not Know

0
0

CRM

With everything there is to know about CRM, we wanted to gather some impressive statistics about CRM usage and anticipated growth that will have you jumping on the CRM bandwagon sooner rather than later.

Consider the benefits a CRM Solution will have for your organization in 2018! They are vast, customizable, and expansive (with the right partner, that is).

But, don’t just take it from us. These statistics don’t lie:

CRM Investments1. CRM is a Constantly Growing Priority for Capital Spending
CRM is growing and evolving with the times. It isn’t going away, and businesses are taking priority with implementing CRM systems in their organizations as a result.

Across industries and among different business sizes, CRM Systems frequently make the top of an organization’s budget proposal, and for good reasons!

Investing in CRM Solutions is a priority cross-departmentally for driving success in organizations in 2018.

As a $36-billion industry, there’s no wonder companies continue to invest in CRM Solutions to drive their business goals forward.


2. With CRM, it is Predicted by 2021 800,000 Direct Jobs and 2 million Indirect and Induced Jobs will have been created
This statistic is from GetCRM.com, and while employees may fear that their jobs will be taken away due to AI-supported technology, that is not necessarily true.

There will be a need to change and advance skill sets to meet digital demands, but jobs will not necessarily be taken, but be different. As societies and economies changes, so must individuals and the careers they pursue.

Shifts in time and technology always call for shifts in learning opportunities, and the evolution of CRM is no different.


3. 87% of Companies are Cloud-Hosted
Ready Cloud reports the days of desktop powered client solutions are on their way out.

A clear majority of CRM solutions are hosted on the cloud, enabling remote employees easier access to information and more efficient communication, among other key benefits.


4. Properly Implemented CRM Systems Commonly Yield a 245% ROI
This statistic from Forrester Research is impressive.

When businesses take the right steps to a proper CRM Implementation, from selecting the right partner, to clearly defining their goals, to assembling the right project team, and other key steps, they can reach a full potential of even 500% at the enterprise-level with CRM and CRM apps.

Most businesses have their CRM system up and running in as little as four months with the right CRM system and partner.

Results, results, results!CRM Fast Facts You Might Not Know


5. Customer Retention Significantly Improves
Once implemented, CRM can lead to a 26% increase in customer retention according to Ready Cloud.

This statistic is applicable across industries and business sizes.


6. Users Want their CRM System to be Easy to Use
This is probably one big “duh” for most of you, but, as a reminder, CRM does not have to be, nor should it be complicated. CRM is meant to make your business processes easier, not harder.

When you have the right partner and have taken the right steps during your CRM phases, CRM should be easy-breezy. 

If you’ve yet to implement a CRM system, are in the process, or are considering your options, we’re sure this is a high priority for your work culture.

Plus, ease of use encourages high user adoption, which most know leads to CRM success.


7. Salesforce and Microsoft Dynamics 365/CRM are CRM Leaders
There’s a reason Ledgeview backs these two CRM Solutions – they really work for a variety of customers across industries! (Take it from our customers.)

Their efficiencies are undeniable cross-departmentally, with quick wins and long-term goals.

We could go on, but we’ll just let you explore the possibilities of Salesforce or Microsoft Dynamics 365/CRM with Ledgeview here.


8. Omnichannel CRM Solutions are Trending
Naturally, customers get a better experience from organizations when their experience is incorporated in all channels of the organization.

This is especially relevant to social media messaging. Offering a good customer experience directly relates to a brand’s social media reputation and digital credibility in 2018 with this mindset.


9. CRM will be a Worldwide Business Norm (If it Isn’t Already!)
The IDC lists valuable statistics in their Economic Impact of AI-Assisted Customer Relationship Management report about CRM’s growth over the next 5 years, and they are impressive!

Take a look for yourself:


The facts are in and the people have spoken: CRM isn’t going anywhere, and it’s growing faster and more impressively than ever before!

Don’t wait to implement the CRM solution that’s right for you.

Contact Ledgeview for a Salesforce or Microsoft Dynamics 365/CRM Demo today.

Ledgeview Partners Demos

Create your path to success with a CRM Partner that cares about your customers the way you do.

Learn more about Ledgeview here,then get in touch.


Dynamics 365 User Group Boston October 2018 Meeting Recap

0
0
Dynamics 365 User Group Boston Chapter – October 2018 meeting recap https://aka.ms/D365UGBoston #D365UG #MSDyn365 Microsoft Campus: 5 Wayside Rd. Burlington, MA 01803 Agenda – October...(read more)

9 HR challenges and how Dynamics 365 for Talent solves these #4/4

0
0
This is the last post in the series that startet with the post  9 HR challenges and how Dynamics 365 for Talent solves these #1/4. 7. Lending technology to employees Do you have an overview of who...(read more)

Delegates in D365FO

0
0
Today, I will be discussing about how to use delegates in D365 finance and operations. Delegate method are quite helpful in solving dependencies whenever we are trying to communicate between objects that...(read more)

Hands On with Microsoft Dynamics GP 2018 R2: Install eConnect Prerequisites on Server

0
0

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 R2 was released on the 2nd October. In this series iof posts, I’ll be going hands on and installing the majority of the components; some of them, such as Analysis Cubes for Excel, which are little used, I won’t be covering.

The series index will automatically update as posts go-live in this series.

I have a number of clients using eConnect in different ways for integration. Several of them use eConnect via the MSMQ and Incoming Queue. Before installing eConnect on the server, there are two prerequisites which must be completed.

I’m linking back to the posts I wrote for the eConnect 18 Prerequisites series when Microsoft Dynamics GP 2018 RTM was released as there has been no change in this area.

The first prerequisite, is to set the service account as a local administrator on the server. Without doing this, the eConnect services will not start correctly.

Secondly, you need to install the MSMQ Triggers Windows feature. Without this, the Incomging/Outgoing eConnect queues cannot be installed.

Once these two prerequisites are met, you’ll be ready to install eConnect on the server.

Click to show/hide the Hands On with Microsoft Dynamics GP 2018 R2 Series Index

Read original post Hands On with Microsoft Dynamics GP 2018 R2: Install eConnect Prerequisites on Server at azurecurve|Ramblings of a Dynamics GP Consultant

Report printed to e-mail

0
0

You can easily send a D365FO report in email just by configuring print destination to Email and setting a few properties.

You can do the same from code, where you can also set the body. You must create an instance of SrsReportEMailDataContract class, fill it values and pass it to SRSPrintDestinationSettings.parmEMailContract(). Here is an example:

SrsReportRunController controller =new SrsReportRunController();
 
controller.parmReportName(ssrsReportStr(SysUserRoleInfo, Report));
controller.parmShowDialog(false);
 
SRSPrintDestinationSettings settings = controller.parmReportContract().parmPrintSettings();
 
settings.printMediumType(SRSPrintMediumType::Email);
settings.fileFormat(SRSReportFileFormat::PDF);
settings.fileName('SysUserRoleInfo.xlsx');
 
// Here we configure the email
SrsReportEMailDataContract emailContract =new SrsReportEMailDataContract();
 
emailContract.parmTo("user@example.com");
emailContract.parmSubject("Security report");
emailContract.parmBody("Hi there! Here is your report.");
 
settings.parmEMailContract(emailContract);
 
controller.startOperation();

Create Web API and Consume using AJAX – Part 2

0
0
In this article we will create and use actions of our Student Web API with Get, POST, PUT, PATCH and DELETE Http verbs. You can see Part-1 of this series of articles here . Let’s create a new class in...(read more)

Tip #1178: Pure Unified Interface trials

0
0

I guess it was only the matter of time until Unified Interface started to take over. And so it begins with the changes coming to the trial experience that will let the customers experience and evaluate their workloads purely on Unified Interface.

Summary of experience enhancements are as follows. For more details, please refer to the original blog article.

  • Users will now land on the app selection page when they sign in instead of the legacy web client application and this page will showcase applicable app modules to the user.
  • When creating a new app module, you will only have the option to do so based on the Unified Interface. You will no longer be able to create new app module based on legacy experience.
  • If you have an existing legacy web app module, you will be able to run, edit and convert it to Unified Interface. Note: App modules converted to Unified Interface cannot be rolled back to the legacy web client experience.
  • The “Dynamics 365 – Custom” app that provided access to the full legacy web client sitemap will no longer be available to users or admins. The runtime will only be available through app experiences.
  • Admin sitemap and experience is still exposed in the legacy web client and can be accessed from the gear icon on the apps selection page or from within an app module by clicking on Advanced Settings. This will open another browser tab and direct you to the settings page.

These changes will be available in all regions in the next 2-3 weeks. Please note that this will not impact any existing customers.

(Facebook and Twitter cover photo by rawpixel on Unsplash)


Microsoft Portal – Retrieve Dynamics 365 Data Asynchronously – Part 1

0
0

Leveraging Colin Vermander brilliant article on using Liquid Templates to return JSON, I would like to demonstrate creating and using a ‘service’ to asynchronously retrieve Dynamics 365 data into any portal page.

Why is this useful?

Liquid Templates tags are rendered on server side before a response is returned to the browser, so FetchXML tag will return a static result once the page is returned.
But what about responding dynamically to client side events such as option selection, button click or expending an element to view more details?
Sending the page to the server again is no longer an option if you want to maintain a decent UX. Having an endpoint that can be called asynchronously to return data from Dynamics 365 can certainly help here. The next walkthrough explains how to do just that.
In Part 2, I’ll demonstrate a similar service aimed to support Retrieve requests (rather than RetrieveMultiple).

  1. Create a Web Template named FetchXMLServiceMake sure that the Mime Type is set to application/json Create Web TemplatePaste the following code in to the web template source and save
    {% comment %} test for required FetchXML query {% endcomment %}
    {% ifrequest.params[‘query’] %}
    {% capturemsg_no_data %}No data or attribute was not included in query{% endcapture %}
    {% comment %} get FetchXML query from request params, decode query XML and execute query {% endcomment %}
    {% fetchxmlquery %}
    {{ request.params[‘query’] | replace: ‘%3C’, ‘<‘ | replace: ‘%20’, ‘ ‘ | replace: ‘%3D’, ‘=’ | replace: ‘%3E’, ‘>’ | replace: ‘%2F’, ‘/’ }}
    {% endfetchxml %}
    {% comment %} parse requested attributes into array {% endcomment %}
    {% assigncolumnset = request.params[‘columnset’] | split: “,” %}
    {% comment %} Emit JSON response {% endcomment %}
    {
    “totalcount”: {{ query.results.total_record_count }},
    “morerecords”: {{ query.results.more_records }},
    “results”: [
    {% foriteminquery.results.entities %}
    {
    {% comment %} Iterate throguh requestd attributes array {% endcomment %}
    {% forattincolumnset %}
    {% comment %} Handle optionset attribute {% endcomment %}
    {% ifitem[att].label %}”{{ att }}”:”{{ item[att].label | default: msg_no_data }}”
    {% comment %} Handle lookup attribute {% endcomment %}
    {% elseifitem[att].name %}”{{ att }}”:{“name”:”{{ item[att].name | default: msg_no_data }}”,”id”:”{{ item[att].id | default: msg_no_data }}”}
    {% comment %} Handle other attributes {% endcomment %}
    {% else %}”{{ att }}”:”{{ item[att] | default: msg_no_data }}”
    {% endif %}{% unlessforloop.last %},{% endunless %}
    {% endfor -%}
    }
    {% unlessforloop.last %},{% endunless %}{% endfor -%}
    ]
    }
    {% comment %} handle no FetchXML query {% endcomment %}
    {% else %}
    {“error”:”No FetchXML query” }
    {% endif %}
  2. Create a Page Template named FetchXMLServiceMap the Page Template to the Web Template created on step 1 above.
    Uncheck the Header and Footer checkbox.Create page template
  3. Create a Portal Page named FetchXMLServiceSet Home as parent page.
    Map the page to the FetchXMLService Page Template and copy the partial URL which is used in the next stepcreate page
  4. Consume ServiceUse the following code sample anywhere you need asynchronously retrieval of data from Dynamics 365. In my example it is located in the Home page JavaScript portion.
    Note the URL address which maps to the Page (created above) URL.
    Replace the FetchXML query with your own query and specify the attributes you want to get values.

    $(function (){
      //define asynchronous request from any portal page
    $.ajax({
    method: “POST”,
    url: “/fetchxmlservice/“,
    data: {
    //define FetchXML query
    query: encodeURIComponent(
                  “<fetch count=’10’ returntotalrecordcount=’true’>” +
    “<entity name=’incident’>” +
    “<attribute name=’ticketnumber’/>” +
    “<attribute name=’prioritycode’ />” +
    “<attribute name=’title’ />” +
    “<attribute name=’createdon’/>” +
    “<attribute name=’customerid’/>” +
    “<attribute name=’ownerid’/>” +
    “<attribute name=’statecode’/>” +
    “<attribute name=’incidentid’/>” +
    “<attribute name=’caseorigincode’/>” +
    “<order attribute=’title’ descending=’false’ />” +
    “</entity>” +
    “</fetch>“),
    //define attributes collection to return values from query
    columnset: “ticketnumber,title,createdon,incidentid,statecode,caseorigincode,customerid,ownerid
    }
    }).done(function (msg){
    console.log(msg);
    }).fail(function (jqXHR, textStatus, errorThrown){
    console.log(textStatus);
    });
    });

    As the sample code logs the resulting JSON object to the console, open the browser developers tool (F12) to view it.
    returend object

Implementation Notes

  • The service is useful for simple FetchXML queries. For more complex queries including linked entities, you’ll need to upgrade the Web Template code to handle more complex query results
  • Liquid Templates language includes a url_decode function but it seem unavailable in the Portal language variation. Hence the explicit decoding in the Web Template

Word document from code

0
0

Sometimes you may want to generate a Word document from code in D365FO, which gives you much more control over the result than if you simply printed a report to Word.

Here is a very brief example of how you can do it.

Start with creating an X++ project. Then add a C# class library to the same project. Right-click the C# project, use Manage NuGet Packages… and install DocumentFormat.OpenXml package.

Then add the following class:

usingSystem.IO;usingDocumentFormat.OpenXml;usingDocumentFormat.OpenXml.Packaging;usingDocumentFormat.OpenXml.Wordprocessing; 
namespace WordLib
{publicclass WordDoc
    {public Stream Create(){
            MemoryStream ms =new MemoryStream(); 
            using(WordprocessingDocument wordDocument =
                WordprocessingDocument.Create(ms, WordprocessingDocumentType.Document, true)){
                MainDocumentPart mainPart = wordDocument.AddMainDocumentPart(); 
                string text ="Do androids dream of electric sheep?";
                Body body =new Body(new Paragraph(new Run(new Text(text)))); 
                mainPart.Document=new Document(body);} 
            return ms;}}}

This code will create a very simple Word document, containing only a single line of text, and returns it as a memory stream. You would likely need something more complicated, but that’s out of scope of this blog post. You can get more information from Open XML SDK documentation.

Build the C# class library and we’re done with it; now we need to call it from X++.

Go to the X++ project, right-click References, chose Add Reference… and add a project reference to the C# library.

Then add a runnable class with the following code, which merely calls the library and returns the stream as a file to user:

class WordDocGeneratorSample
{publicstaticvoid main(Args _args){     
        using (System.IO.Stream wordStream =new WordLib.WordDoc().Create()){
            File::SendFileToUser(wordStream,'file.docx');
        }}}

Set the class as the startup object, run the project and your browser should offer you the Word document for download.

MB2-717 Certification: (Microsoft Dynamics for Sales) – Email Setup

0
0
As I prepare for my Dynamics 365 certification in sales (MB2-717), I’m creating blog posts based on my revision. I hope that collectively these posts may prove useful to anyone also preparing for...(read more)

Dynamics 365 TIP: Get Xrm.Page.data.entity.getId() from Xrm.Page.data.save()

0
0
I got a requirement to execute some validations, Save an Send an Email with Single button click. To achieve this, we need validate first, Save the record and get the Email Id to send the Email. Xrm.Page...(read more)

Create Azure Machine Learning Web Service using Azure Machine Learning Studio

0
0
Azure’s Machine Learning Studio makes it easy to create machine leaning based solution. To try it free, go to Machine Learning Studio’s home page and sign in with the existing Microsoft Account...(read more)

Microsoft Dynamics GP 2018 R2: New Smart List for Deposits For Sales Transactions That Have Not Been Posted

0
0
With the release of Microsoft Dynamics GP 2018 R2, users can easily view deposit amounts associated with unposted Sales Order Invoices and Orders via the new 'Deposits on Unposted Sales Transactions'...(read more)

How Can Dynamics Users Get Smarter with Time Tracking?

0
0

When you think of the future of work, what do you think of?

  • Artificial intelligence that automates the completion of certain tasks?
  • Software applications that connect with each other to share key data?
  • The impact of cloud and mobile technology on where and how work is done?

All of these factors are shaping the future of work – both technologically and economically. How employees complete their work and get the information they need to do so has evolved so dramatically – even over the last ten years – that the tools and technology they use for their daily work are practically taken for granted.

Consider your timesheet, something that is such a mundane part of our work day and a generally unappealing task to complete. While tracking time on work is, in fact, essential for driving payroll, billing, and project management/accounting processes, employees look on it with disdain for one simple reason: it takes too much time.

'Smart' Timesheets and the Future of Work

So, how is the downtrodden timesheet in a unique position to not only change employees' views of tracking time, but reshape the way they work across teams, applications, and projects? A report from Journyx, How Smart Timesheets are Shaping the Future of Work, explores this topic in-depth, answering this question with data culled from a survey conducted in partnership with MSDynamicsWorld.com.

The survey focused on how people track their time and how the process of filling out their timesheets could be easier. The responses underscore the growing need for more intelligent time tracking applications that make the oft-maligned task of filling out a timesheet easier than ever before.

What are 'smart' timesheets, anyway?

"Smart" software applications are usually built on a foundation of artificial intelligence (AI) and/or machine learning algorithms, learning from the data inputs to make the user experience easier and more efficient.

An increasing number of time tracking applications are using this technology to develop smart time tracking features that use relevant data to move processes forward without human intervention. For example, data from other relevant software applications (such as Outlook or Project) could be synced into a timesheet and automatically categorized in the proper projects and task sets – making the process of filling out the timesheet exponentially easier for the end user.

Smart Timesheets in the Dynamics Landscape

Survey participants were asked about the different software applications they use for different types of work, such as accounting, sales and marketing, development, project management, and productivity (i.e. email, collaboration, and communication). It's not surprising that an overwhelming majority of respondents are using Microsoft applications for their daily jobs:

  • 73 percent indicated they use some form of Dynamics ERP software
  • 85 percent reported they use some sort of Microsoft and/or Office 365 application for productivity
  • 46 percent said they use Microsoft Project
  • 43 percent use Dynamics CRM for customer service, while 42 percent use it for sales and marketing

Smart timesheets would allow users of Microsoft applications, like those listed above, to automatically sync data from those applications to their timesheets, such as:

  • Outlook Calendar and Task entries
  • Projects they're working on in Microsoft Project
  • Time spent in certain Office 365 apps
  • Customer support tickets or client management in Dynamics CRM

Are Dynamics Users Willing to Adopt Smart Timesheets?

As mentioned before, smart applications are typically built on a foundation of AI and/or machine-learning algorithms - with an emphasis on "learning." This means that users of a smart time tracking solution will need to spend some time "training" their timesheet – in other words, changing any pre-filled data fields so the sheet can learn to make corrections and better suggestions for entries. When asked how willing they would be to do this, most responses were favorable:

  • 76 percent would be very or somewhat willing to do this if it meant their timesheet would be easier to fill out.
  • 74 percent would be very or somewhat willing to do this if it meant their timesheet would be more accurate.
  • 73 percent would be very or somewhat willing to do this if it meant their timesheet would be faster to complete in the future.

It's Time to Get Smart About Timesheets

Survey responses indicate that Dynamics users have a need and willingness to adopt a smart time tracking application. Millions of dollars are lost annually on inefficient time tracking processes, which is especially difficult to take in project-based environments where time is billed to clients. Smarter time tracking applications can not only make the task of filling out timesheets easier and faster, but also enable the tracking of time on things that may not have been tracked before, such as email communication. These sorts of tasks can now be billed because they're tracked automatically and accurately to a particular project (instead of overhead).

For a snapshot of some of the key findings of the report, view the infographic Is the Workplace Ready for Smart Timesheets? The full report, How Smart Timesheets are Shaping the Future of Work, is available for download here.


Take a look at what’s new in Dynamics 365 for Talent this October …

0
0
Dynamics 365 for Talent takes a modern approach to talent acquisition. We have digitally transformed the hiring experience to connect everyone on the hiring team – so you improve your quality of...(read more)

Changing Project Contract statuses in PSA

0
0
Currently there is oob no solution shipped whitch enables users to close Project Contracts. The Entity for Project Contracts is the same as for Sales Orders but uses different fields to imply the status...(read more)

Configuring Dashboards for Business Process Flows

0
0

Business process flows help to guide users through a defined set of stages and related steps required to complete a business process. Utilizing process flows can result in improvements in user adoption and provide greater visibility into the sales pipeline. This topic describes how to build process-centric dashboards in Dynamics 365 using out of the box entities.

Each business process flow configured in the Dynamics 365 corresponds with a related process entity that includes information such as active stage, status and start date. As a system customizer, you can edit the sitemap to display these process entities, manage permissions for each process via security roles and build custom views including process data as well as attributes from supporting entities. The custom views can also be used to create visualizations such as charts, sub grids and list views of records.

In this example, the organization is utilizing two types of sales processes that are relevant to opportunity entity. Each of these process entities have been added to the sitemap under the Business Processes section to support a process-centric view for a sales user.

business process flow

The user can select a specific business process from the sitemap and double-click a process record from views to continue progressing the opportunity further.

business process flow

We can configure a Sales Process Dashboard in CRM, leveraging system capabilities together to reduce the number of clicks and improve user experience.

Follow these steps:

1. Create a system dashboard called Sales Process Dashboard from the customizations area.

business process flow

2. Insert a chart component into the dashboard by selecting a business process flow entity, a related view and chart visualization based on the stages of the process.

business process flow

3. Insert a list component into the dashboard by selecting the same business process flow entity and a related custom view that combines information from the process and its supporting entity.

business process flow

4. Save and publish the Sales Process dashboard.

Here is a sample Sales Process Dashboard configured to display information for two sales processes for an organization. As a result, sales users can view process-driven information in a user-friendly manner and identify opportunities that require attention.

business process flow

 

If you’re looking for more Dynamics 365 tips and tricks – subscribe to our blog!

Happy Dynamics 365’ing!

Microsoft Dynamics Navision Cumulative Update Summary For October 2018.

0
0
Hi All,

Microsoft Have Released Cumulative Update for October 2018.


Please find below the details of Cumulative Updates Released for Microsoft Dynamics NAV 2015, NAV 2016, NAV 2017 & NAV 2018.



Below are the Links to Download the Latest Cumulative Update.


Read Complete Article »

Sodexo Delivers Remarkable Field Service

0
0
(Please visit the site to view this video) Sodexo uses Microsoft Dynamics 365 to provide integrated Facilities Management Services (IFMS). This brings together the world's best available technology...(read more)
Viewing all 51311 articles
Browse latest View live




Latest Images