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Microsoft Dynamics 365 or Salesforce

MS Dynamics 365 vs SalesForce

The most important source of a competitive advantage is the one that can survive technology-fuelled disruption. CRM is about more than technology—it’s about customers. When choosing a Customer Engagement solution for your organization, the options are more and more focused on two choices – Microsoft Dynamics 365 or Salesforce. Both are mature solutions and recognized market and feature leaders.Below are the reasons why Microsoft Dynamics 365 clearly wins out over Salesforce.

Business Drivers

  • Get most out of your employees and office investments – Employees in office are used to using Microsoft products and is part of life. As a Microsoft product, Dynamics gives you much more synergy with Office and other Microsoft technologies than Sales force could ever achieve. It delivers unmatched productivity due to Microsoft office integration.

 

Dynamics 365 CRM, for instance, can be seamlessly integrated with Office 365 to allow you to work right from within apps such as Outlook, SharePoint, and Yammer.

People are more comfortable with what they already know.  Getting everyone in your company on board to use CRM can be a challenge, but having something easy to use can be a distinct advantage.

  • How important is Analytics? – BI and Analytics is the future of CRM. Microsoft Dynamics 365 offers you customizable dashboards, powerful reports, and support for Power BI for Office 365. It delivers comprehensive business information and user-friendly visualizations. When it comes to data visualization, Dynamics has a decisive edge over Salesforce. It inherits security and data privileges, supports charts, lists and iFrame panels and taps into real-time data.  Salesforce, in contrast, often needs to be manually refreshed and requires users to go to specialized pages to find their dashboards.Salesforce Analytics Cloud, a business intelligence software powered by Wave, leverages cloud and mobile technology to deliver more powerful and secure data, faster. Although it lacks data integration tools, there are various third-party solutions available on AppExchange. It further lacks extensibility and requires you to learn a proprietary language that can incur additional costs to rack up the monthly subscription.

 

Power BI is head and shoulders above anything Salesforce offers today. This bodes well for Dynamics because BI is destined to become the most important feature of CRM.

However, Dynamics CRM integrates with Microsoft Power BI that facilitates agile data analysis through self-service business intelligence analytics managed in the cloud for collaboration and sharing. It is a simple, all-in-one analytics solution to extract and transform functions, analyze capabilities and powerful data visualizations.

  • Total Cost of Ownership – Microsoft Dynamics 365 CRM provides more value for less cost. One of the major cost is per user licensing. The cost per user for Dynamics 365 CRM is less than the cost of Salesforce CRM. With Dynamics CRM, you get more features at a more reasonable price- a better value. The enterprise edition of Dynamics CRM is approx. $ 115 per user/month while Salesforce is $ 150 per user/month.
  • Hidden Costs – There can be hidden cost that you may not foresee up front. Many of the features that are add-ons with Salesforce are either built in or available at a lower cost with Microsoft Dynamics 365 CRM. Example, additional Storage costs can also be very high with Salesforce. (For example, 1 gigabyte of storage costs around $250 with Salesforce, while the same amount of storage with Dynamics CRM would cost around $10.

 

When comparing these two products, make sure that you compare all the benefits, not just the costs. Example developer resource availability and cost. Microsoft solution offers better total cost of ownership (TCO)..

 

  • Complete Package – Microsoft’s strategy with Dynamics 365 umbrella is a more futuristic and complete package. Microsoft’s Dynamics 365 has powerful ERP integration capabilities, making Dynamics 365 ideal for companies looking for a platform that will enable them to flow data easily between the back and front office and track the customer experience from start to finish. Acquisition and social media integrations like LinkedIn has made the story even stronger.

 

So, if companies are looking at complete and futuristic platform package with the Dynamics 365 ERP-CRM integration, Microsoft has a leg up in the Salesforce arena, where Salesforce has dominated in CRM but hasn’t grabbed a foothold in the ERP space.

Technical Drivers

Apart from technical reasons like Dynamics 365 CRM integrates and works well with apps such as Office, Outlook, SharePoint, and Yammer and the technical resource availability for Dynamics CRM and related technologies there are some more areas that needs to be looked at.

Data Ownership and Accessibility – Salesforce and Microsoft have different policies when it comes to the data residing in your CRM system.  Depending on the plan, Salesforce charges extra for api access or backups of your data.  While with Microsoft the data in your CRM system is yours to do with as you please. Backups of your Microsoft CRM data are available upon request and api access to your data is included with your subscription.

Development Flexibility – Microsoft Dynamics 365 CRM employs universal programming languages (such as HTML, .Net, JavaScript etc.) which are more widely available. While Salesforce uses its own programming language (Apex). Companies usually don’t want to rely and depend on a particular programming language specific to one software.

Easy Integration – Developing integration with 3rd party software is easy with the use of languages like Microsoft .Net, WebServices, REST API etc.

 

Power BI is head and shoulders above anything Salesforce offers today. This bodes well for Dynamics because BI is destined to become the most important feature of CRM.

Choice of Deployment – With Dynamics 365 CRM, you pick where and how to deploy it whereas Salesforce is only available through the cloud, and this one-dimensionality can greatly limit its use cases. With the power of choice in deployment, Microsoft Dynamics CRM allows you to implement in the cloud, on-premises, or have your solution privately hosted.

Your business is unique and circumstances change over time. Having the option to change could save you considerable time and expense.

Check out how our custom CRM can help you improve your business solutions software.

Check out how we can help with all your sales CRM software and flyer distribution needs.

 

 

 

 

 

 

 

 

Dynamics 365 Platform Overview-Soluzione IT Services

 

Dynamics 365 is an umbrella that unifies CRM and ERP capabilities into applications that work seamlessly together across sales, customer service, field service, operations, financials, marketing, and project service automation. Key components of Dynamics 365 are depicted below.

 

Dynamics 365 for Sales

Sales force automation by bringing digital intelligence into each deal to better predict your customer’s needs—and deliver the personal attention that builds relationships and revenue.

Dynamics 365 for Customer Service

Improve customer service through a single, unified experience that delivers end-to-end service across every channel—earning customer loyalty and empowering agents.

Dynamics 365 for Marketing

Unify sales and marketing to connect customer experiences. Bring your marketing content, data, and processes together with Dynamics 365 and Adobe Marketing Cloud—to deliver engaging customer experiences across all touchpoints.

Dynamics 365 for Customer Insight

Engage your customers with intelligent insights. Understand your customers to better engage them through intelligent insights. Using Dynamics 365 with Microsoft Azure, transform your data into timely and relevant information, inferences, and predictions that help your business succeed.

Dynamics 365 for Project Service

Run your project-based business more productively by bringing people, processes, and automation technology together through a unified experience.

Dynamics 365 for Field Service

Increase customer satisfaction with intelligent scheduling, native mobile support, and remote asset monitoring to help you get the job done right the first time.

Dynamics 365 for Finance and Operations

Optimize your financials and operations to drive growth and make real-time, data-driven decisions at global scale—all with an intelligent, modern enterprise business application.

Dynamics 365 for Talent

Bring your human capital management to the cloud for a mobile, employee-focused, strategic HR approach that helps you find and hire the right people, nurture success, and deliver high-impact, sustainable results.

How to Access built-in sitemap in Dynamics 365

As a CRM developer, whenever I want to edit site map, I only having following two options available

  1. Export the sitemap and edit xml manually and reimport it again.
  2. Using some third party tool

First one requires very high technical skills and also there is a possibility of errors because of manual editing. Latter one is good option but it is not Microsoft supported.

Good news is now you can edit sitemap from Dynamics 365 UI itself. Microsoft added it in December 2016 release. You can access it by using following steps.

  1. Go to “Settings” and click on “Customizations”
  2. Click on “Customize the system” to open default solution. Alternatively you can open any solution which can contains “Site Map”

3.Click on “Client Extensions” and Select “Site Map” and click on “Edit” button present under Component Type dropdown.

4.That’s it, now you have built-in Site Map Editor Open and you can update Site Map. Don’t forget to publish your changes otherwise it will not reflect on Dynamics 365 UI.

Is your Sales Team charged enough?

When the employees are not engaged at work, the organization is actually paying huge costs – low performance, dissatisfaction, and drop in the revenue. Usually organizations believe that the motivation can be brought in by incorporating monetary incentives in form of bonuses and rewards. However, this only works for a very short while and that too for very segmented audience.

The best way to motivate the team and that is by bringing in the fun and competition in the picture.

Microsoft Dynamics CRM which has been designed and optimized to manage the sales process of any organization has come up with a very creative solution “Microsoft Dynamics 365 – Gamification”, a solution for Microsoft Dynamics 365 that enables employees to participate in individual and team-based competitions and motivate them to achieve KPI’s by offering prizes, awards, privileges, and recognition.

The gamification solution has been designed with the very core mindset – engagement and fun. There are activities that involves people, make them collaborate and compete, increases their performance and makes them participate.

Microsoft Dynamics 365 Team has really thought through some engaging themes with the sports that are normally liked by people like baseball, swimming, cricket and so on. There are employees that participate and there are others who can watch and cheer them.

Organizations can see visible increase in productivity, turn around and enthusiasm of the employees. There is also a huge increase in the adoption of business processes and applications which normally people do not like to follow fully. Performance KPI’s are defined based on any work that is traceable by Microsoft Dynamics 365. This includes leads, opportunities, deals closed, specific products sold, cases resolved, call handle times, and so on.

If you are an organization that is focussed on engaging and optimizing your team performance, Microsoft Dynamics 365 is the way and Gamification is experience you’re your employees are waiting for.

Go on, bring on the Microsoft Dynamics Gamification, bring on the gusto!!

 

Terminologies in Dynamics 365 For Sales

Sales professionals often use the word Prospect as part of their sales cycle and others use the term Deal for the same. Getting this right for your business, understanding how Microsoft CRM views these record types as Leads and Opportunity, and connecting the two is an important part of setting up your Sales CRM correctly.

Many companies classify a lead as a potential business. They relate it someone they have not had any previous business dealings. For example, a Home insurance business could purchase a list of new homeowners in the local area and this would be a list of leads. In most organizations the sales cycle or process followed would mandate that the one would market to the business and thereafter qualify or disqualify the lead.

How does a lead become an opportunity?

In Dynamics CRM 365 qualified lead becomes an opportunity, which in turn can be won or lost. This is usually based on qualification. It is generally accepted to be the stage at which there is some chance however small it may be, of winning the business.

Also a lead is usually disqualified when there is absolutely no chance of closing a deal or doing a business. Yet if there is a longer-term possibility, example 12 months or more, should the lead be disqualified at all? Also in the interest of tracking the lead should a follow up be setup. Also can a long term opportunity be tracked in the CRM system? There are advantages and disadvantages of these scenarios, relating to reporting.

There is always a possibility that a long term potential is forgotten, with staff getting engaged in day-to-day activities.Using “lead nurturing” can also be quite helpful, where long term leads or opportunities are separately maintained and the system will comes up with alerts and reminders in 3 or 6 months whatever time its likely to mature into an opportunity.

When a lead is converted to an opportunity in the CRM, it also carries this data of the originating lead and therefore the source campaign. Over time, one will be able to view the value of these customers based on the source campaign.

Also in case you don’t set up a lead and start the sales process at opportunity stage, you can potentially lose some of the reporting metrics related to the lead and campaigns.

The term prospect is also used by many organizations. If this is the case, it is possible to modify the naming conventions in your new Dynamics CRM system to reflect this, just as one could change customer to client if this is the terminology you use.

How to Classify existing customers in the CRM?

Marketing wisdom says that “it is easier and less expensive to sell to existing customers than generate new ones.” An important question: what about potential to sell new products to existing customers? So if you sell office, and introduce a new range of Chairs, should you be creating leads or opportunities for each of your existing customers? The moment you split this up you are also more than likely going to be looking at two sets of reporting metrics across your new range.

Can an existing customer also be a lead?

Microsoft Dynamics 365 for Sales is set up to accommodate this capability, the question is more, and does this actually meet your business requirements? The lead functionality in CRM is very powerful, however, and if you elect to use this, when you create a lead for an existing customer, and then qualify this lead, the opportunity inherits the “originating lead” field and this will allow for deep analysis on campaigns and the leads created.

You need to decide on a process and stick to it. If your rule is leads are only ever companies that you never deal with, then during configuration the Existing Customer and Existing Contact fields should be removed from the sales process so that users do not link these to existing customers. There is no right or wrong way to do this, and in Microsoft Dynamics CRM both options are available.

There have been instances where Dynamics implementations have changed the term opportunity to deal for a few customers, where they felt they were chasing a deal and not an opportunity. There is no right or wrong, but take a minute, pause for a while and consider what is best for your organization, and whether, if you change, will this change be easily accepted across the business.

If you have been calling something “Prospects and Suspects” for many years and this in inculcated into the corporate culture, then making modifications to your CRM may well be a small price to pay to keep it this way.

Contact us on info@solzit.com or visit www..solzit.com

 

 

How Soluzione IT Services can help your company

DigiGround has had the pleasure of working with Soluzione IT Services for more than 3 years. We’ve worked together on the development of a large and complex Microsoft Dynamics CRM system which was heavily customised to suit individual user needs.

We’ve also worked together on building systems and processes to improve efficiency across the board in very large businesses. The team at Soluzione are fantastic at learning the needs of your business and creating systems that can speed up processes to help your business grow.

DigiGround works in conjunction with Soluzione IT Services when a customer requires a CRM system we will refer them directly to Soluzione. Our business relationship has grown to a partnership.

When we decided to form DigiGround as a company last year, our first port of call was Nikhil & Sonika and the team at Soluzione. We required a very simple CRM system to help manage our leads through to the order level, and help our Client Services Manager to better manage his time and relationships. It was a very quick deployment of a cloud based solution and was quite seriously the easiest implementation of any system in our company.

Soluzione were able to work with us on Microsoft Dynamics 365 to build our system so that it meets our needs, forming a seamless integration with our web based contact forms. Whenever we need further development Soluzione is quick to respond and easily understands whatever we require. They’re always there to make suggestions for improvement and often point out gaps that we may have missed when we are building an initial design brief for a system or process.

There is no provider that the DigiGround team recommends more in this space that Soluzione IT Services, whether you are a big or small company with a small or large number of staff, Soluzione can find a solution to suit your needs.

About DigiGround: DigiGround is an end to end marketing agency located in Pyrmont, NSW. We offer services in Graphic Design, Digital and Non-Digital Marketing, Development, Web Page Design and Development, Content, Social Media Management, SEO & SEM Management. Find us online at www.digiground.com.au.

Social Selling with Dynamics 365 for Sales

Social Media now is a new sales channel available to sales teams, who can gather intelligence, source new leads, and build credibility through social selling. Employees in any role can leverage social insights to better understand the voice of the custom.

Microsoft Social Engagement, a part of Dynamics 365, helps your organization harness the power of social media to achieve real business results – not just Likes and Shares.

Using Microsoft Social Engagement One can

1.Build seller credibility

Sellers today are using social channels to learn more about their customers and prospects and source new leads. And serious Buyers today use a wealth of information available online to research about the products they’re interested in. They also   find key information about the sellers they interact with, and social channels like LinkedIn, Facebook, and Twitter are a huge piece of that.

Interestingly Social Selling Assistant, now available through Microsoft AppSource, leverages the power of Azure Machine Learning to recommend content to share and keep you informed about your company, competitors, or customers on social.

The Social Selling Assistant’s built-in intelligence and integration with the Dynamics365 for sales application means it takes only a few minutes each day for your sellers to build a credible social presence, gain insights and learn what’s top-of-mind for customers.

2.Sales, Service, and Social with the power of Dynamics 365

Microsoft Social Engagement is included with most Dynamics 365 Application and Plan subscriptions at no extra cost, so everyone in your organization can have better, more personalized engagement with customers on social media.

3.Care for customers on whichever channel they choose

Customer service processes are more complex than ever. Phone, email, chat, and social are available to customers can choose to reach out or publicize their good or bad experiences. And with criticisms and complaints being so visible and viral on social channels, what used to be a simple customer service issue now has the potential to become a major PR Crisis if an angry tweet goes unaddressed. Customers expect a time bound response to social media questions and complaints about service issues organizations today face a big challenge in deploying a full-scale, Omni-channel customer service team that can support these media proliferations.

4. Omni-channel care

Microsoft Social Engagement enables effective simplification of the process for service agents. From automatic intent detection for information requests, support requests, and complaints to smart sentiment and the ability to automatically route social posts as cases, agents can focus on delivering excellent customer service in a timely manner.

5.Identify prospects and generate leads

Instead manually sorting through social media noise, posts can be automatically routed as leads into the Sales application automatically. Leveraging artificial intelligence and machine learning, social media posts become leads through Microsoft Social Engagement and Dynamics 365 for Sales.

The new app has the ability to detect the intent in any social media post. Purchase intent is one of the indicator sellers can capitalize on. Machine learning enables the Dynamics 365 Sales application to identify incoming posts with purchase intent. Feedback can further fine tune responses to the intent.

 6.Machine learning & Auto Tagging:

If information requests, support requests and complaints aren’t the right categories for your organization, Microsoft Social Engagement offers the ability to create custom tags for categories that matter most to your team, and a few manual categorizations up front allow machine learning to start working, automatically tagging and routing the posts in your custom categories to Dynamics 365 for Customer Service to be resolved, or assigning them for triage right from Microsoft Social Engagement.

Curious about how social can change the way you engage with customers on your digital transformation journey? Discover Microsoft Dynamics 365 with Soluzione IT Services. Dynamics 365 is Microsoft’s next generation of intelligent business applications that unify CRM and ERP capabilities, enabling your organization to grow, evolve and transform to meet the needs of your customers and capture new opportunities.

Contact us on info@solzit.com or visit www..solzit.com

Transform your field service organization : Dynamics 365 Services from Soluzione

When you are in a business the most important credential that you carry is your customer relationships. While the organizations are busy pitching for newer customers, they also know that it is much more important to retain and keep the existing customers happy and satisfied.  The existing and current customers are always more likely to give your business as they have a continued level of comfort and trust, assuming, you keep them happy.

So how do we maintain this happiness is the big question, all the organizations are working towards. The answer is simple, give them the WOW experience.

If you are a business that is into Field Service Management, you get many more opportunities to interact with the customer. This gives you more and more opportunity to either make your customers happy or upset. Now how can we grasp this opportunity and use it to our benefit is the next big concern. This can be achieved by giving your field service executives the systems that are optimized to enable them provide the best of service to the end customer.

With CRM-Dynamics 365 field service management solutions from Soluzione IT Services, you can create a customer service story that spans multiple channels, maximizes your employees’ efficiency, and exceeds customer expectations

Field Service capabilities extend Microsoft Dynamics 365 (online) to provide a complete Field Service management solution, including service locations, customer assets, preventative maintenance, work order management, resource management, product inventory, scheduling and dispatch, mobility, collaboration, customer billing, and analytics.

Microsoft Dynamics 365 for Field Service helps you:

  • Optimize your service schedule with efficient routing, resource skill matching, and reduced travel time.
  • Increase first time fix rates and on-time delivery performance.
  • Enhance real-time communication and collaboration between customer service, dispatch, field agents, and customers.

Features and functionalities that set Dynamics 365 for Field Service apart: 

Real time Connected field service

Dynamics 365 filed service can help solve issues before failure, identify under performing products by looking at aggregate device data and perform “just-in-time” preventative maintenance. You can detect, troubleshoot, and resolve issues remotely so a technician is dispatched only when necessary. Know a problem before a customer does and prove customer satisfaction . Predict when a device needs attention, or signal when preventative maintenance is needed and improve productivity.

Optimize Resource scheduling

You can automatically schedule work to the most appropriate resource. At the same time you can optimize to fit in as many appointments per day as possible.  One can match schedules to the businesses priorities to ensure you are maximizing productivity without compromising on  positive customer engagement.
Unified Scheduling

Microsoft dynamics 365  for field service can enable improved productivity as well as simplified, faster scheduling.One can Schedule individuals, teams, or equipment for any type of appointment including in-house, onsite or remote. Technicians who split their time between field appointments, customer calls, and remote diagnostic appointments can easily be identified and scheduled. Scheduling unification ensures that the right resource is available for the right type of appointment.

Pro active Customer communication

Keep a customer informed to ensure the customer is updated, appointments are not missed, and enable easy customer access to service interactions.Use outbound text and phone capabilities provide automated reminders and updates to customers while an online portal allows customers full visibility into all service interactions.

Track on MAPs

Using GIS integration dispatchers can view technician’s daily turn-by-turn routes to easily add nearby appointments and understand upcoming traffic constraints, while organizations can choose any back-end GIS provider. This simplifies manual scheduling, decreases travel time between appointments, and provides better value.

Why Soluzione  for Dynamics 365 Field Services Implementation

With Gold-level CRM competencies in Microsoft Dynamics CRM, Soluzione is a Dynamics 365 partner and Microsoft Cloud Solutions Partner with the industry’s best-of-breed  certified resources and solutions.  We will with your organization to ensure maximum adoption rates and a faster return on your investment than any other enterprise-grade field service solution. ​​

Reach out to us on info@solzit.com and Visit us at www.solzit.com

 

 

Power BI expertise from Soluzione IT Services

Power BI, Soluzione IT Services.Dynamics365

In today’s dynamic world, the focus of all businesses is to consolidate their business data and get a reporting system which as dynamic as they are. They almost need a living data. With Microsoft’s Power BI, you now have the power to see your data in the best of formats, as quickly as you need and slice-dice it as you like.

Soluzione IT Services is now uniquely positioned to provide you with wide-ranging Power BI services. We have now the necessary capability at loading data into Power BI from your Dynamics 365 CRM environment or any of the other variety of data sources, designing dashboards, providing best practices, and giving guidance concerning your master data management, data governance, and cloud strategies.

  • Our Power BI dashboards render much faster than BIs built with traditional style. We build them such that your Power BI solution is more accessible for other uses such and self-service analytics.
  • We have pre-developed lots of proprietary industry and department dashboards. This allows us to rollout speedy implementations.
  • All of our Power BI dashboards are designed to provide you with actionable information that is rich in context.

    Here are some pointers and key facts about Power BI:

    Power BI is a suite of business analytics tools to analyze data and share insights.

    Power BI dashboards provide a 360-degree view for business operators with their most significant metrics in one place, updated in real time, and accessible on all of their devices.

    With one click, users can explore the data behind their dashboard using intuitive tools that make finding answers easy.

    Creating a dashboard in Power BI is very easy, thanks to connectors for popular business applications, complemented with prebuilt dashboards to help you get up and running quickly.  And you can access your data and reports from anywhere with the Power BI Mobile app, which updates automatically with any changes to your data.

    You can combine data from disparate databases, files, and web services with visual tools that help you understand and fix data quality and formatting issues automatically. With over 20 built-in visuals and a vibrant community of custom visualizations, create stunning reports that communicate your message effectively. You can publish reports securely to an organization and setup automatic data refresh so everyone has the latest information.

    Power BI can unify all of your organization’s data, whether in the cloud or on-line. Using the Power BI gateway, you can connect SQL Server databases, Analysis Services models, and many other data sources to your same dashboards in Power BI.

Contact us now for your application development needs.

 

How to manage an optimal Dynamics 365 rollout

Microsoft Dynamics has matured to be a product that provides a business with all the facets to improve and enhance their daily functions. Also, rolling out Dynamics for your business is easy, if you have the right consultants to assist you.
Dynamics CRM 365 is now a super user-friendly product that makes is a single click event for the customers themselves to customize their own preferences. They can change the aesthetics, themes, views, dashboards as they prefer.

But in reality, the real crux of the matter and a Dynamics 365 roll out lies not with the look and feel, but with the decision of how the business needs to flow. This is the base of your optimal Dynamics 365 Rollout.

Here, in this blog, we focus our attention on the business side and the best practices to roll out a smooth Dynamics 365 implementation:

Infrastructure is the core: First of all plan whether you want to go on premise or on-line. This will depend upon whether you want to maintain a local data and infra and have an administration team to handle it, or you want Microsoft to take care of this all. In either case, also plan how many instances you want, like development, sandbox, production and get them all at once. This will save you from versioning issues at the time of deployment.

Consider out of the box features before customizing: As we all know, Microsoft is unceasingly in a pursuit to make Dynamics 365 an all in one business solution and hence updating it every now and then. So it is very important to first understand, what are the features available out of the box, optimized and ready to use, rather than straight away jumping to customization features.

Educate stakeholders on Dynamics 365: Present a relocatable business situation to your stakeholders through Dynamics 365. There is no point just looking at the isolated functionalities with no context to business. Dynamics 365 is actually versatile in customization, however generally you don’t have to be compelled to re-invent the wheel!
Do not try to fit the business in Dynamics 365: It is very critical that we do not try to fit the business processes into what comes with Dynamics 365. It is more important, that Dynamics 365 fits in your business correctly. It is very important to first identify what the business needs and then see whether it can be achieved by Dynamics 365 or not, which, it normally does.

Documentation can do wonders: While we all know that documentation needs to be done and done well, we miss out to get it reviewed and bought in ay all the stakeholders. Make sure you do the right documentation which is easy and understandable by all people involved and run by them to make sure all agree for a successful project execution.

Phase-out: Dynamics 365: is elaborate and takes time in adoption buy the users. While it is important to keep all the stake-holders involved and on the same page, it is important to roll out the business processes in phases and keep the momentum going.

Training is the key: The most important part of any roll out is not the development but the training. While we can spend months in developing something that is awesome, but will not furnish the purpose till the end user understands and executes what is built. Make sure that you spend the right time training and helping the users, thus enabling them to succeed.

Soluzione IT Services hope that these guidelines can facilitate your next project and help you in your project execution.

 

Dynamics 365 CRM Administration Services from Soluzione

Role of 365 CRM administrator?

A CRM administrator is liable for crossing the gap between a firm’s CRM system and its users, ensuring everybody is aware of a way to use the CRM system AND ensuring that the CRM is running needless to say. The goal of a CRM is to boost business relationships with clients, facilitate business to boost client service, and drive sales. If a salesman or client support agent isn’t ready to simply utilize CRM, then is CRM extremely useful?

What happens after you do not have a Dynamics 365 administrator?

If associate administrator isn’t selected to supervise Dynamics 365 usage, the system begins to flag. Information becomes less relevant as Opportunities are allowed to take a seat open in CRM well past their expiration date. Sales processes do not evolve with the company’s ever-changing business model. Dashboards do not show the information relevant to productive use of Dynamics CRM. There may not be one who understands the whole CRM system, and no documentation exists.

How to select a Dynamics 365 CRM administrator?

If you have got determined that you simply would like a CRM administrator, there are few of various routes that your company will take.
Option one is to self-administrate – choose an enclosed resource and has that person become the SME (subject matter expert) on all things Dynamics 365. This administrator would want to own a robust IT background in addition as associate understanding of however Dynamics 365 CRM has been custom-built for your company. They might additionally got to be ready to perceive a way to map your business processes to Microsoft Dynamics 365 processes. This would possibly work for a company that has enough resources to spare from the opposite day-after-day tasks of running their business. For smaller businesses, this may not be a perfect resolution since the initial investment are often high.

Still better select Soluzione IT Services for Dynamics 365 CRM administration

option two: A second choice would be to figure with Soluzione IT Services as your Dynamics 365 CRM administrator. We will facilitate our purchasers keep their CRM running swimmingly through a zealous watching. We wish to make sure your company is as profitable and productive as doable. Among the various tasks our Dynamics 365 CRM administrator our service

capability embody the following:

• Monitor CRM information usage to remain among limits
• Perform basic break/fix drawback finding for finish users
• Customise CRM views, forms and Dashboards to make sure that users sees the information that they have.
• On-board new hires and users
• Develop training tools (videos etc.) for brand new staff in addition as refreshers for existing users
• Review Integrations with alternative systems
• Keep up with the newest news regarding Dynamics 365 and CRM and the way it affects CRM
• Schedule Dynamics 365 CRM version updates
• Manage email integration tools – Outlook App and Outlook Desktop purchasers.
• Manage Workflows and alternative method tools to make sure that they’re running needless to say
• Develop and Run system jobs on a daily basis to manage information usage

what is vital in selecting a CRM administrator?

CRM directors got to have a robust IT background, in addition as a deep understanding of your organization’s selling and sales processes. We tend to facilitate businesses to manage their Dynamics 365 CRM systems. We’ve expertise with many various styles of industries. We tend to not solely have a firm information on what specifically a CRM will do to assist your business, however we tend to additionally perceive the sales cycle situations from initial contact with an opportunity through qualification proposal development and delivery and final shut. We tend to additionally use CRM to manage our own business, thus we tend to perceive the day-after-day struggles you face.
If you have got not started operating with United States of America nevertheless, he wants of your business and what you wish your CRM to try and do. That way, we’ll recognize best a way to assist you.

While having an enclosed resource perform, as a Dynamics 365 CRM administrator may be a viable choice, there are some clear edges to having somebody outside your company, equivalent to Soluzione IT Services to handle your CRM administration.

  • Soluzione has the expertise in CRM administration and advising firms in utilizing the tools to drive sales. Our expertise results in your success.
  • With Soluzione as your CRM administrator, it’ll permit the folks among your business to specialize in their job and what they have to try and do. Our sole purpose is to assist you to manage your company as with efficiency and effortlessly as doable.
  • We are with you each step of the means. We’ll confirm you perceive and may use your CRM.

Soluzione IT Services  has associate experienced team of resources for Microsoft Dynamics 365 CRM groups accessible to support purchasers across the world. From pre-sales to project management, and user support, we tend to respond quickly with our experience to answer your queries. Our history dates back to 2011, however our expertise dates back even longer. Our consultants are advising firms for nearly twenty years to present them the tools to realize their goals. Our expertise results in your success. We tend to use our distinctive approach to assist tiny and medium-sized businesses lower their prices and boost productivity through Microsoft’s powerful vary of cloud-based computer code like workplace 365 and Share purpose on-line.

Contact us today to find out about our student CRM system that will in turn enable you to have a comprehensive RTO compliance system.

Top 10 Cool Features of Microsoft Dynamics 365

Along with new branding, the latest release of CRM for Dynamics 365 brought many updates. Many are accessible for both Virtual and On-Premises, some for now are Online only. As we kick off our CRM for Dynamics 365 webinar series, Soluzione IT Services share a list of a few of our favorites.

1.) App Modules – as functional regions extent this new WYSISYG designer allows for creating app modules – basically sub-sets of the overview organization’s functionality.

Dynamics365,CRMServices,PowerBI

2.) Site Map Designer – a balancing feature to the app modules is a integrated Site Map editor to create a site map for each of the app modules. Not more will we have to utilize a third-party tool or edit the sitemap directly!

Dynamics365,CRMServices,PowerBI

3.) Business Process Flow Developments  this functionality has great new material: Concurrent BPFs per record, new drag-n-drop designer, timer, suggestion bubbles, capability to call workflows directly, and more.

Dynamics365,CRMServices,PowerBI

4.) Editable Grids – Inclusion of fresh features obviously a great boom. There is allowance for in-line editing, JavaScript and other web resources, grouping, dragging columns around, plus additional capability in the cellular apps.

Dynamics365,CRMServices,PowerBI

5.) Relationship insights –  this feature is online only and takes your customer appointment to the next level. The evaluation of your data will be done through your associate and deliver suggestions, capture rich signals from Exchange, generate a group of Action cards, and more

Dynamics365,CRMServices,PowerBI

6.) Dynamics 365 App for Outlook – The app was introduced in 2015 and gets important updates with this announcement. It persists on the right side of the screen showing the recipient list, the related records, the ability to create new records, and also embed templates and attachments.

Dynamics365,CRMServices,PowerBI

7.) Mobility – Many of outstanding services available here: fresh workspace, colors and design, editable grids, capture content straight, in addition task flows are now GA.

Dynamics365,CRMServices,PowerBI

8.) Relevance Search – formally a preview feature now has faceting clear and full inline solutions.

Dynamics365,CRMServices,PowerBI

9.) Collaborative Service Hub Developments – A few minor but nice developments including the ability to email a link and searching.

Dynamics365,CRMServices,PowerBI

10.) Learning Path – The learning ability will now include authoring content to walk a user through your learning videos, how-to, and other documentation.

Addition feature Power BI Integration – With CRM 2016 update 1 we could natively embed Power BI tiles. With Dynamics 365 we can now embed entire dashboards. Leveraging the new Web API we can access more info than ever for our analytics.

Happy CRM’ing!

SOLUZIONE IT SERVICES – MICROSOFT GOLD CERTIFIED PARTNER

Microsoft Dynamics 365

Every business is unique and each one faces some challenges in its business process functioning. To resolve such challenges, you need unique solutions. Being a Microsoft Gold Certified Partners and Consultants, Soluzione IT Services deliver new experience to the customers by implementing MICROSOFT DYNAMICS 365 which are affordable and extensible. We are here to deliver change in business processes & reduced risk with proven combination of “Expertise & Technology”.

Customers are the King and are the Asset of an organization:

With CRM system, you can grow your business faster with reliability at efficient level. Microsoft Dynamics 365 solution is itself a new edge in this modern technology world. It is becoming dynamic on each release with additional functionality. It helps your business to achieve goals since such solutions are customer focused and your customers are the true asset of your business. We deliver custom solutions depending upon the requirements; we undertake implementations in various engagement models.

When it comes to business objectives, you must surround yourself with these questions and our solutions are focused to solve these queries.

  • How to acquire new customers?
  • How to develop long term value for customers.
  • How to optimize & monitor cost of marketing, sales, and services & business processes.

    On implementing CRM solution for your business, first we ensure customer view, then we optimize IT investments as well as we focus on reduction of implementation effort. We move with right planning to manage each aspect of your customer by providing excellent customer service experiences. To make long term customer relations, your services should be proactive, personalized and predictive across three levels i.e. Marketing, Sales as well as Customer Service.

    How Microsoft Dynamics 365 helps your business activities around marketing,sales and customer services:

  •  To turn leads into sales we offer communication enabled business processes with 360-degree view on customer interaction as well as augment sales opportunities.

  •  Increase sales success by shortening your sales cycle and improve win rates with qualified lead and     opportunity management.
  •  Improved sales qualification via automated lead routing, sales process management and competitor tracking.
  •  We automate sales activities to provide right leads and prospects.
  •  You can automate your daily business activities so that you can focus on selling instead of managing data.
  •  You can track sales activities & business workflow with CRM solution.
  •  You can Integrate CRM solution with other applications to deliver fully scalable, customized business    solution.
  •  We are delivering business value since we integrate proper interaction & knowledge techniques to manage customer service.
  •  We plan, implement, execute & measure several marketing campaigns across different channels.

    Why Soluzione IT Services is the best Microsoft Dynamics 365 consultant?

    At Soluzione IT Services, we are always abreast with latest technology and changing market trends. Our expertise with Dynamics 365 has been long running and we have been working with all the previous versions of Dynamics CRM 2011, 2013, 2015, 2016 and now Dynamics 365. We have IT experts who are Microsoft Certified and seasoned enough to direct and develop your CRM system to optimize your Marketing, Sales and Customer Service.

DYNAMICS 365-LEARN TO SEND AN EMAIL ON RECORD SHARE

One of the common things people do in Dynamics365 is share a record such as Lead, Opportunity etc. with other users. So how does a user know that a record has been shared with him/her?

Dynamics365,CRMservices,MicrosoftGoldPartner,POwerBI,Email,

This was asked by one of our customer’s. They said “I cannot call and tell that I have shared a lead with you”. Since emails are an integral part of most users’ days, it makes sense that Dynamics365 should have the capability to send an email notifying the user that record has been shared with him/her. But sadly there was no out-of-box configuration that allows such notification in Dynamics365.

To solve this, we had to look at our good friend ‘plugin’, so we decided to write a plugin in order to send an email notification when a record is shared.

Sending email was the easy part but there was very little information that we found on which event to trigger the plugin and how to get the details of users with whom the record is being shared.

Solution

Create a plugin project as you would normally do. We used the Dynamics365 Developer toolkit to do the same. Whenever a record is shared “Grant Access” message is fired so check if the context message is Grant Access (i.e. plugin is executed for ‘Grant Access’)

Dynamics365,Dynamics365services,SoluzioneITServices,microsoftgoldpartner, Mail

Get the user who has shared the record by checking the context under which the plugin is running.

Dynamics365,Dynamics365services,Mail,soluzioneIT Services,Email

Now the tricky part – Get the user with whom the record is being shared. This is found under the “Principal Access” parameter in the plugin context.

Dynamics365,Dynamics365CRM,Microsoftgoldpartner,soluzione IT Services

In our case as Lead was being shared so get the Lead record that is being shared.

DYNAMICS 365-LEARN TO SEND AN EMAIL ON RECORD SHARE

Now we have the user who shared the record, user with whom the record is shared and the record that is shared, so you can now simply create an email message and send email notification from plugin.

Although simple but it is a really handy solution for a common requirement.So that’s it from Soluzione. This is our first blog and hope you like it.If you want additional services then check out Soluzione Digital Services.

 

LATEST VERSION OF SOLZEDITOR: RICH TEXT HTML EMAIL EDITOR

HTML emails have been a pain area for Dynamics users. To overcome this issue, Soluzione developed SolzEditor, a Rich Text HTML Email Editor. After successfully working with the earlier versions of Dynamics CRM, SolzEditor is now upgraded to work with Dynamics 365. One of main limitations in the previous versions was the inability to add dynamic CRM data fields to the email template directly. That was one of the primary reason why at the end of formatting, one had to open template in the core CRM editor and then add the CRM fields.

This problem has been addressed in the most recent version. This latest version of SolzEditor allows one to select the CRM entity and add CRM attributes to the template natively. Let’s look at how you can add dynamics 365 entity attributes below.

  1. Go to HTML Email Template Editor and open an existing template say Case Escalation.
  2. As you can see the HTML template is loaded and editing area and much similar to how it is in the core CRM the dynamic fields are highlighted in yellow.Dynamic365,Soluzione,microsoft gold partner,
  3. You can see two new dropdown options, first one is Entity in which a list of related CRM entities is loaded. This list depends on the type of template i.e. is it an email template for Account or Contact or Case or Organization etc. As you can see below the “Case Escalation” template is based on Case entity and the related entities are loaded in the Entity dropdown.Microsoft golde partner,Dynamics365,CRMservices,Solzeditor
  4. The second new dropdown is Attributes. Once you select a related CRM Entity, the applicable entity attributes are populated in the Attributes dropdown. You can see if Account entity is selected the Attributes dropdown has the attributes of account entity.Solzeditor
  5. Click on the place in email template where you want to insert the dynamic field i.e. attribute. Simply select the attribute and click Insert. The below example shows how we inserted the Account Owner at the end of email.Rich Text HTML Email Editor
  6. If you open the template using “Open Template” you can see that the values we inserted are now inserted properly in the email template.Microsoft Dynamics CRM 365Few things that can be improved in a future versions is the default text condition and showing the display name of the attribute instead of logical name.If your business needs new expansion solutions, Soluzione can help. To get more details, please contact us at info@solzit.com.

AUTO COMPLETE FEATURE FOR MICROSOFT DYNAMICS

Auto Complete is one of the most desired and the most basic feature for Microsoft Dynamics 365. It not only enhances customer experience but helps in fast and accurate entry of records.

Soluzione has developed an Auto-Complete solution that can be plugged into any Microsoft Dynamics version ranging from Dynamics 365, Dynamics 2016, 2015 and 2013.

Auto Complete can be implemented on simple text fields as well as for complex and composite fields (e.g. Composite Address fields).

Let’s walk through using an example:

The example given below is for implementation of “Autocomplete feature” in Microsoft Dynamics 365 for simple text field such as Country in Address Details. One may simply type few characters in the field and a list of country names is displayed in sorted manner.

Assume the simple text field on which we want to enable autocomplete feature is “na_country” and an entity Country Master(na_countrymasters) contains the master list of countries.

Create a web resource say “AddressDetails.js” which will have 2 methods:

Method 1: LoadAutoComplete

This method is executed at the time of ‘Form Load’ to get the list of all countries existing in Country Master (na_countrymasters) entity. We are using Microsoft Dynamics 365 CRM web API to get a list of countries sorted by name. (How to use web API is another topic and we will go into details later.)

function LoadAutoComplete() {
if (Xrm.Page.getControl(“na_country”) != null) {
Xrm.Page.getControl(“na_country”).setDisabled(true);
}
var clientURL = Xrm.Page.context.getClientUrl();
var oDataPath = clientURL + “/api/data/v8.0/”
var req = new XMLHttpRequest();
req.open(“GET”, encodeURI(oDataPath + “na_countrymasters?

$select=na_name,na_countryname&$orderby=na_name”), true);
req.setRequestHeader(“Accept”, “application/json”);
req.setRequestHeader(“Content-Type”, “application/json; charset=utf-8”);
req.setRequestHeader(“OData-MaxVersion”, “4.0”);
req.setRequestHeader(“OData-Version”, “4.0”);
req.onreadystatechange = function () {
if (this.readyState == 4) /* request complete*/ {
req.onreadystatechange = null;
if (this.status == 200) {
var reqResults = JSON.parse(this.response).value;
if (reqResults != null && reqResults.length > 0) {
var countries = [];
for (var i = 0; i < reqResults.length; i++) {
var country = reqResults[i];
countries.push({
id: country.na_countrymasterid,

name: country.na_name,
isocode: country.na_countryname,
fields: [country.na_name, country.na_countryname]
});
}
if (Xrm.Page.getControl(“na_country”) != null) {
Xrm.Page.getControl(“na_country”).setDisabled(false);

}
autoCompleteCountries(countries);
}
}
else {
var error = JSON.parse(this.response).error;
console.log(error.message);
}

}
};
req.send();
}

The above method calls the List of countries from Country Master entity and calls the second method AutoCompleteCountries().

Method 2: Auto Complete Countries

This method works on “key press” event on Country field (The field on which autocomplete is applied)

function autoCompleteCountries(countries) {
var keyPressFcn = function (ext) {
try {
var userInput = Xrm.Page.getControl(“na_country”).getValue();

var resultSet = {
results: new Array(),
commands: {
id: “sp_commands”,
label: “Learn More”,
action: function () {

// Any help or other information URL
//window.open(“http://www.microsoft.com/en-us/dynamics/crm-customer-center/create-or-edit-an-account.aspx”);
}
}
};

var userInputLowerCase = userInput.toLowerCase();
for (i = 0; i < countries.length; i++) {
if (userInputLowerCase === countries[i].name.substring(0, userInputLowerCase.length).toLowerCase()) {
resultSet.results.push({
id: i,
fields: [countries[i].name, countries[i].isocode]
});
}
if (resultSet.results.length >= 10) break;
}
if (resultSet.results.length > 0) {
ext.getEventSource().showAutoComplete(resultSet);
}
else {

ext.getEventSource().hideAutoComplete();
}
} catch (e) {
console.log(e);

}
};

Xrm.Page.getControl(“na_country”).addOnKeyPress(keyPressFcn);

}

Setting in Microsoft Dynamics 365:

Add the AddressDetails.js as new web resource in CRM

Add this web resource to the form using form properties. Go to manage function and set LoadAutoComplete function on form Onload event.

Microsoft Dynamics 365

Publish the changes in MS Dynamics 365 CRM. Open the form and start entering letters in Country field. You should get the below autocomplete output.

Soluzione IT Services

To get more details Please contact us at info@solzit.com.

 

 

 

NEW AUTO COUNTER IN DYNAMICS 365

For Microsoft Dynamics CRM 4.0.0/2011/2013/2015/2016/ Dynamics365 one of the major challenges faced by developers is generating Auto numbers on various entities. To overcome this, Soluzione IT services Microsoft Gold Partner releases “Solz Auto Counter”

solution to automate the process of adding counters to the CRM entities. It allows user to configure counter for default as well as custom entities. Here, you can put any prefix, suffix, counter zero padding and specified date formats with Auto numbering. You can set initial value of counter and its incremental value as well. At any point of time it can be activated or deactivated. You can also provide Security Role as per the user access in Dynamics CRM, it can be Read Only or Admin Access.

One can configure the Auto counter for “Dynamics 365”as per the example given below.

1.Install/import the SolzAutoCounter solution in Dynamics 365 by importing the managed solution. Make sure that you tick the “Enable any SDK message processing steps included in the solution” option under “Post Import Actions” when importing the solution.

2. After the solution is successfully installed, you should have SolzAutoCounter in your solutions as shown below.

Auto Counter Solutin

3.Clicking on the Auto Counter to navigate the sub-grid.

Microsoft Dynamics 365

4.Create a new auto counter record to configure the counter settings.

Soluzione IT Services

5.Go to Account entity and create a new record and save

Dynamics 365

Key Features

  • It allows user to use the auto counter in Microsoft dynamics 365 online or on-premises versions.
  • It allows user to configure the counter for Microsoft dynamics 365 default as well as custom entities
  • Quick create to set auto counter for any entity.Soluzione DynamicsYou can use the following date formats to add as prefix or suffix of the counter
  • Use format “[d]” to Return only date
  • Use format “[m]” to Return only month
  • Use format “[y]” to Return only year
  • Use format “[ddd]” to Return Day First Three Letters
  • Use format “[dddd]” to Return Day Name
  • Use format “[mm]” to Return Month Number In Integer
  • Use format “[mmm]” to Return Month First Three Alphabets
  • Use format “[mmmm]” to Return Month Name
  • Use format “[y]” to Return Year Last Value
  • Use format “[yy]” to Return Year Last Two Value
  • Use format “[yy]” to Return Year Last Three Value
  • Use format “[yyyy]” to Return Year Last Four Value
  • Use format “[yyyyy]” to Return Year Last Five Value Activate or deactivate counter at any time easily. This will activate or deactivate when the auto counter record is set to activate or deactivated status.Autocounter Soluzione

To get more details Please contact us at info@solzit.com

 

Microsoft Dynamics 365 Development : Tips and Tricks

There are a lot of quick ways of doing things in Microsoft Dynamics 365 but developers struggle in finding how. Today I am going to explain how to call a workflow on a custom ribbon button.
Let’s say you have a situation, where you want to perform some operation on custom ribbon button on “click event”. Let us take an example. I have a button on OPPORTUNITY form called ‘ConfirmRequest’.On the click event of this button I have to generate an ORDER and also want to send an email. The best way to achieve this is by creating a workflow. Butthe issue is, how to call workflow on the button click.

There are many solutions posted on the web, that involve using JavaScript, web resources etc. however there is a much easier way that requires no coding.For this we use Ribbon Workbench. Contact us to find out the right plugin to download.

Here are the steps to follow:

  • Create a workflow, for example – I created a workflow called Generate Order from Opportunity.
  • Extract the GUID of this workflow with the help of advanced find. Here is how you do it:
  • Open advanced find window
  • Look for processes and search for your workflow name

Microsoft Dynamics 365 Development

  • Export to Excel and extract the GUID of the proceed from the column A called (Do Not Modify) Process.
  • Load the new solution into the Ribbon Workbench with OPPORTUNITY entity.
    Soluzione IT Services
  • Expand the commands, “Solution Elements” tab.

Soluzione Dynamics 365

  • Right-click on the Command of the custom button that you want to use. Example ‘CCSDP .opportunity.Generate Order.Command’ and select ‘Edit Actions’.
  • Add a JavaScript Command and set the following properties:Dynamics Tips & Tricks

Soluzione Blog

  • Click on OK. And publish it.The workflow will start getting called from the click of the custom button.

Congratulations!!! Now you know how to call workflow from a Custom Ribbon button on Microsoft Dynamics 365.

Check out how we have helped Soluzione client: AIPE with all their custom CRM systems.

The secret code: moving your server files to cloud

Downloading Folders and Files (recursively) from SharePoint Library:

At times, we need to download files from a SharePoint library or a particular folder including sub-folders recursively to our local drive or a folder on our web application server (cloud). I am presenting the secret code to do so. In this article, we won’t need to use CAML queries or any complex piece of coding. We will just need to create two simple functions and that’s all. Happy Coding!

Using the code

Before using this code you’ll need the following libraries to be referenced in your project:

using System;

using System.Collections.Generic;

using System.Web.UI;

using System.IO;

using System.Configuration;

using Microsoft.SharePoint.Client;

using System.Net;

 

Now we will write the code to perform the task. The first method we are going to set up is access to the SharePoint Library.  Once this is done we’ll call the other download and save all the files from SharePoint into a local folder.  See below the code you need to get started:

 

/// <summary>

/// Main Method to download the files in specified library from Share point

/// </summary>

private void DownloadSPFiles()

{

Boolean success = false;

try

{

string siteURL = “https://www.somesite.com”; //url of your sharepoint server

string uid = “User”; //Username to log on

string pwd = “Pwd”; //Password

string domain = “Domain”; //Domain

 

//We will initialize a context to communicate with Library

using (ClientContext context = new ClientContext(siteURL))

{

//Supply Credentials

context.Credentials = new NetworkCredential(uid, pwd, domain);

 

//set a folder in our web portal to save downloaded files from Sharepoint

string FolderPath = @”PathToSaveFIles”;

 

//First we need to get the folder by Relative URL of Sharepoint Library

var folder = ontext.Web.GetFolderByServerRelativeUrl(“library/books/CS”);

//library/books/CS is the Location of Library

context.Load(folder);

context.ExecuteQuery();

 

//Now call the function to recursively download and save files

DownloadFilesFolders(folder, context, FolderPath);

}

}

catch (Exception ex)

{

//your exception handling code

}

}

 

Here the second method which we are using.

/// <summary>

/// Method to get all files, folders recursively from sharepoint and save

/// </summary>

/// <param name=”ParentFolder”></param>

/// <param name=”clientContext”></param>

/// <param name=”pathString”></param>

private static void DownloadFilesFolders(Folder ParentFolder, ClientContext clientContext, string path)

{

try

{

clientContext.Load(ParentFolder, k => k.Files, k => k.Folders);

clientContext.ExecuteQuery();

 

//if folder has subfolder then loop through all and process them

foreach (var folder in ParentFolder.Folders)

{

string folderPath = string.Format(@”{0}{1}\”, path, folder.Name);

 

//For every folder found in SharePoint create one

System.IO.Directory.CreateDirectory(folderPath);

 

GetFoldersAndFiles(folder, clientContext, folderPath);

}

 

//For every file found in each folder, let’s download it

foreach (var file in ParentFolder.Files)

{

var fileReference = file.ServerRelativeUrl;

var fileInfo = File.OpenBinaryDirect(clientContext, fileReference);

 

//Set the location of this file so it’s saved in the folder we want.

var fileName = Path.Combine(pathString, file.Name);

//using File System to Save files

using (var fileStream = System.IO.File.Create(fileName))

{

 

//copy the files’ data

fileInfo.Stream.CopyTo(fileStream);

}

}

}

catch (Exception ex)

{

//your exception handling code

}

}

Enjoy coping our code to make your lives easier! If you want to learn more about our application development then contact Soluzione today!

 

GOOGLE’S INNOVATIVE APPLICATION DEVELOPMENT

In recent years, application development has become a staple for large companies wanting a greater consumer reach. This increase in application development is due to the proliferation of smart devices, changing the way people interact with the world. 2016 Market Research from Google shows that we have become a mobile-first society. More than one quarter of people on Google use a smartphone which is nearly two times as many people who only use a computer. When browsing the web, 80% of people use a smartphone, 67% use a computer an 16% use a tablet. The findings also show on average, within an hour of actively using a phone, users will interact with 4.8 apps which predominantly fall under the categories; email, travel, social, shopping, messaging and browser. These findings show that if a consumer is looking for your company, they are most likely browsing on their smartphone. Having an application for your company will increase user engagement and experience on a smartphone.

Due to the increase of application development within the market, it has become essential for companies to develop innovative business ideas into intuitive applications. For many companies, software is needed to develop an intuitive application isn’t available or undeniable meaning companies, develop a simpler product. The market advantage of having an innovative application means companies should take the time to custom build specifications on alternative technology platforms.

An example of an innovate application developed in 2017 is Google’s Tilt Brush. The app allows users to paint in 3D virtual space using a virtual reality headset. The app enables you to paint or draw anywhere using two controllers. One controller serves as a palette with infinite colours, textures and effects whilst the other controller act as a brush or pen. Not only does this new application provide Google new forms of innovation for design, sculpture and prototyping, it sets Google at the forefront of innovation in the 21st century. This project would not be possible if Google hadn’t customized an alternative technology platform.

Soluzione has consistently provided outsourced product engineering to global customers. It is our core belief that companies shouldn’t settle for something that doesn’t do everything they want. To create new and exciting apps like Google’s tilt brush, application development needs to be implemented with an experienced and innovative team. Soluzione can help!

Click here for more information on application development or contact us to enquire about developing an app for your business today.

SOLUZIONE IT SERVICES – MICROSOFT CERTIFIED

Microsoft Dynamics CRM

Every business faces some challenges. To resolve such challenges you need unique solutions. Being a Microsoft certified CRM consultant “Soluzione IT Services” deliver new experience to your customers by presenting MICROSOFT DYNAMICS CRM Solution which would be affordable for your business. We are here to deliver change in business processes & reduced risk with proven combination of “Expertise & Technology”.

Customers are King and are Asset of your organization:

With CRM system, you can grow your business faster with reliability at efficient level. Microsoft Dynamic CRM solution is itself a new age in this modern technology world. It is becoming dynamic on each release with additional functionality. It helps your business to achieve goals since such solutions are customer focused and your customers are the true asset of your business. We deliver custom solutions depending upon the requirements; we undertake implementations in various engagement models.

When it comes to business objectives, you must surround with these questions and our solutions are focused to solve these queries.

  • How to acquire new customers?
  • How to develop long term value for customers.
  • How to optimize & monitor cost of marketing, sales, and services & business processes.

On implementing CRM solution to your business, first we ensure customer view then we optimize IT investments as well as we focus on reduction of implementation times. We move with right planning to manage each aspect of your customer by providing excellent customer service experiences. To make long term customer relations, your services should be proactive, personalized and predictive across three levels i.e. Marketing, Sales as well as  Customer Service.

How Dynamic CRM helps your business activities around marketing, sales and customer services:

  • To turn leads into sales we offer communication enabled business processes with 360 degree view on customer interaction as well as augment sales opportunities
  • Increase sales success by shortening your sales cycle and improve win rates with qualified lead and opportunity management.
  • Improved sales qualification via automated lead routing, sales process management and competitor tracking.
  • We automate sales activities to provide right leads and prospects.
  • You can automate your daily business activities so that you can focus on selling instead of managing data.
  • You can track sales activities & business workflow with CRM solution.
  • You can Integrate CRM solution with other applications to deliver fully scalable, customized business solution.
  • We are delivering business value since we integrate proper  interaction & knowledge techniques to manage customer service.
  • We plan, implement, execute & measure several marketing campaigns across different channels.

Why Soluzione is the best CRM provider?

Our CRM Solution is a fully integrated dynamic Customer Relationship Management solution which is designed to help to different sizes of organizations. For every business, it is necessary to manage customer relationships across sales, marketing, and customer service areas. We are dedicated to find new ways, so that your clients would lead in their markets.

Call our specialist to know more about Dynamics 365 solution, whether you have customer centre, IT organization, educational institute or retail stores, we may assist you.

EDUCATION CRM

Education CRM

When it comes to sales & management, CRM is the coherent topic to make discussion. But now it is demanded in education institutes also for better management in processes. CRM solution cultivates meaningful operations in an institute in time bounded manner.

CRM for educational institutes is a need of modern times for customized workflow & operations in the Institute. It tracks activity, enables greater productivity, manage tasks and provide required support for recruitment, enrollment and retention of students’ records.

How CRM is helpful for institute?

It is helpful in managing marketing campaigns of an institute while managing day-to-day contacts, online applications, recruitment process, program admissions and respond to enquiries with creating dynamic cross-media marketing campaigns and managing event registrations can also be done with helpful CRM solution.

What else?

Apart from this, it reduces time spent on data collection since it is designed at standardized level to get shared among work groups, departments, or institutions based on access controls levels. It also aids in learning management due to its embedded capabilities & integrated interfaces as well as applications around core administrative systems.

A good management defines brand:

The success of any educational institute is depending upon the fact that how better the relationships among key groups to make best use of resources & maximize communication opportunities among students & institutes.

What it does:

  • Make purposeful connections among students & institutes to facilitate optimized recruitment process.
  • Enhance enrollment activities.
  • It handles student performance management cycle as well as faculty, administration & staff management.
  • Ultimately, it creates leads for admission.
  • CRM solution for education is tailored to an institute’s objectives.
  • It amplifies communication among people, technology and process.
  • With registration process to real-time reporting CRM solution gives distinctive freedom & easy to use interface.

BEST CRM PROVIDERS FOR EDUCATION:

If you are looking for best education CRM providers in Australia ten we ”Soluzione” is the one that may help you better and known as reliable partner of Microsoft. To ignite the customer-relationship management in any kind of business we help you with best of breed technologies and advanced tools. Our services for providing Microsoft dynamics CRM solution to different sectors are highly recognized to my global clientele due to its cost-effective factor.

We also offer CRM solutions to sales & marketing, call centers, financial institutes, health care, banking sector etc. In competitive environment of Australia, an institution should adopt distinctive strategy for better operations & efficient functioning, which is only possible with our CRM solution. We understand business requirements & challenges to improve your experience.

Education CRM providers help institutes to get right insights and create value in life of students & institutes.  A good reputation of any industry is depending upon the gentility in processes. So we understand your requirement to create what you expect and support for what is required to get faster response with better outcomes.

Customer Relationship Management services are playing a great role in making Education Management system more accurate with data models specific to higher education.

To know more visit Soluzione’s contact form to talk to our experts.

 

LEARN TO SEND AN EMAIL ON RECORD SHARE

One of the common things people do in CRM is share a record such as Lead, Opportunity etc. with other users. So how does a user know that a record has been shared with him/her?

LEARN-TO-SEND-AN-EMAIL-ON-RECORD-SHARE-PICTURE

This was asked by one of our customer’s. They said “I cannot call and tell that I have shared a lead with you”. Since emails are an integral part of most users’ days, it makes sense that CRM should have the capability to send an email notifying the user that record has been shared with him/her. But sadly there was no out-of-box configuration that allows such notification in Dynamics CRM.

To solve this we had to look at our good friend ‘plugin’, so we decided to write a plugin in order to send an email notification when a record is shared.

Sending email was the easy part but there was very little information that we found on which event to trigger the plugin and how to get the details of user’s with whom the record is being shared.

Solution

Create a plugin project as you would normally do. We used the CRM Developer toolkit to do the same. Whenever a record is shared “GrantAccess” message is fired so check if the context message is GrantAccess (i.e. plugin is executed for ‘GrantAccess’)

CODING-SOLUTION-1-PICTURE

Get the user who has shared the record by checking the context under which the plugin is running.

CODING-SOLUTION-2-PICTURE

Now the tricky part – Get the user with whom the record is being shared. This is found under the “PrincipalAccess” parameter in the plugin context.

CODING-SOLUTION-3-PICTURE

In our case as Lead was being shared so get the Lead record that is being shared.

CODING-SOLUTION-4-PICTURE

Now we have the user who shared the record, user with whom the record is shared and the record that is shared, so you can now simply create an email message and send email notification from plugin.

Although simple but it is a really handy solution for a common requirement.

So that’s it from Soluzione. This is our first blog and hope you like it.

If you want additional services then check out Soluzione Digital Services.

SOLZEDITOR: A NEW RICH HTML EMAIL EDITOR

Dynamics CRM has tons of great features and capabilities but have you ever wondered how to create HTML rich content e-mails for sending to your customers?

Let’s admit it that creating and editing rich HTML based emails templates within the Dynamics CRM is quite a chore. Users will have to do some pretty manual stuff.  One has to first create HTML documents via tool of their choice example, notepad, Microsoft Word etc. then has to copy and paste from a browser and edit. Nothing wrong with the method but not the most efficient or desired way of creating email from business user perspective. Yet they may not get a clean usable template that one often requires to develop and release a quick email campaign. Matter gets worse if you need to package images or videos in the email.

After having understood this pain area exists and users are asking for this capability within the CRM interface, Soluzione a leading Dynamics CRM partner has developed a simple to use intuitive HTML template editor. This HTML editor can be launched from within Dynamics CRM and the templates can be edited, text reformatted and media inserted cleanly to get the email template one wants within minutes. This way one can launch the email campaigns in a fast and intuitive manner.

“Our customers are beginning to see the value of this utility and is making their Dynamics CRM experience reach a better state as far as the readiness for email activity and usage for campaigns”. One often needs simple tools and utilities within a system to quickly complete routine tasks and add to productivity.

SolzEditor includes a gallery of simple html templates to give a quick start on the email creation activity so that the business users do not necessarily have to start from a clean slate.

Adding and using the solution can be completed in some few simple steps.

1. Install the SolzEditor solution in Dynamics CRM by importing the managed solution. After it is successfully installed you should have SolzEditor in your solutions as below.

EMAIL-EDITOR-1-PICTURE

3. Clicking on the HTML Email Editor loads the rich html editor pane.

EMAIL-EDITOR-2-PICTURE

The top left dropdown has the “CRM Email Templates” that you already have in the system. At the right “template gallery” stores sample HTML that can be used to quickly create HTML based email templates. We have couple of templates that we provide with the solution that you can use.

4. Select the template that you need to edit from the CRM Email Template box and click load. This loads the existing template into the rich editor with a tool bar for editing. You can now start from scratch and do further customization of the template to create HTML rich emails or you could load a sample HTML email from the template gallery. This will replace the content in the editor with html email from template gallery. Once edited the template can be saved to back into Dynamics CRM using the “Save” button.EMAIL-EDITOR-3-PICTURE""

Little text on the left bottom tells you which template is being currently edited.

5. “Open Template” button will open the saved template in Dynamics CRM where you can add Dynamics CRM fields such as Contact Name, Account Name etc.

EMAIL-EDITOR-4-PICTURE

The tool is now released and additional versions of the same will be available from time to time. If you are interested in integrating the same in your Dynamics CRM solution, please do get in touch with us at info@solzit.com.

Happy CRMing…

See how we helped Soluzione Client: JogPost with all their custom CRM needs.

NEW VERSION OF SOLZEDITOR – HTML EMAIL EDITOR

In release 1 of SolzEditor – HTML Email Editor, one of main limitations of the current solution was to add dynamic CRM data fields to the email template. That is one of the primary reasons why at the end one had to open template in the core CRM editor and then add these fields.

This problem has been addressed in the recently released version. This version of SolzEditor allows one to select the CRM entity and add CRM attributes to the template natively. Let’s look at how you can add dynamic entity attributes below.

1. Go to HTML Email Template Editor and open an existing template say Case Escalation.

2. As you can see the HTML template is loaded and editing area and much similar to how it is in the core CRM the dynamic fields are highlighted in yellow.HTML-EMAIL-TEMPLATE-EDITOR-1-PICTURE

3. You can see two new dropdown options, first one is Entity in which a list of related CRM entities is loaded. This list depends on the type of template i.e. is it an email template for Account or Contact or Case or Organization etc. As you can see below the “Case Escalation” template is based on Case entity and the related entities are loaded in the Entity dropdown.HTML-EMAIL-TEMPLATE-EDITOR-2-PICTURE

4. The second new dropdown is Attributes. Once you select a related CRM Entity, the applicable entity attributes are populated in the Attributes dropdown. You can see if Account entity is selected the Attributes dropdown has the attributes of account entity.

 

HTML-EMAIL-TEMPLATE-EDITOR-3-PICTURE

5. Click on the place in email template where you want to insert the dynamic field i.e. attribute. Simply select the attribute and click Insert. The below example shows how we inserted the Account Owner at the end of email.

HTML-EMAIL-TEMPLATE-EDITOR-4-PICTURE

6. If you open the template using “Open Template” you can see that the values we inserted are now inserted properly in the email template.HTML-EMAIL-TEMPLATE-EDITOR-5-PICTURE

Few things that can be improved in a future version is the default text condition and showing the display name of the attribute instead of logical name.

If your business needs new expansion solutions, we can help.

AUTOCOMPLETE FEATURE FOR DYNAMICS CRM 2016

AutoComplete is one of the most desired and advanced feature for Dynamics CRM 2016. It not only enhances customer experience but helps in fast and accurate entry of records.

AutoComplete can be implementedon simple text fields as well as for complex and composite fields (e.g. Composite Address fields).

Let’s walk through using an example

The example given below is for implementation of “Autocomplete feature” in Dynamics CRM 2016for simple text field such as Country in Address Details. One may simply type few characters in the field and a list of country names is displayed in sorted manner.

Assume the simple text field on which we want to enable autocomplete feature is “na_country” and an entity CountryMaster(na_countrymasters) contains the master list of countries.

Create a web resource say “AddressDetails.js” which will have 2 methods:

Method 1:LoadAutoComplete

This method is executed at the time of ‘Form Load’ to get the list of all countries existing in Country Master (na_countrymasters) entity. We are using CRM web API to get a list of countries sorted by name. (How to use web API is another topic and we will go into details later.)
function LoadAutoComplete() {
if (Xrm.Page.getControl(“na_country”) != null) {
Xrm.Page.getControl(“na_country”).setDisabled(true);
}
var clientURL = Xrm.Page.context.getClientUrl();
var oDataPath = clientURL + “/api/data/v8.0/”
var req = new XMLHttpRequest();
req.open(“GET”, encodeURI(oDataPath + “na_countrymasters?$select=na_name,na_countryname&$orderby=na_name”), true);
req.setRequestHeader(“Accept”, “application/json”);
req.setRequestHeader(“Content-Type”, “application/json; charset=utf-8”);
req.setRequestHeader(“OData-MaxVersion”, “4.0”);
req.setRequestHeader(“OData-Version”, “4.0”);
req.onreadystatechange = function () {
if (this.readyState == 4) /* request complete*/ {
req.onreadystatechange = null;
if (this.status == 200) {
var reqResults = JSON.parse(this.response).value;
if (reqResults != null && reqResults.length > 0) {
var countries = [];
for (var i = 0; i < reqResults.length; i++) {
var country = reqResults[i];
countries.push({
id: country.na_countrymasterid,
name: country.na_name,
isocode: country.na_countryname,
fields: [country.na_name, country.na_countryname]
});
}
if (Xrm.Page.getControl(“na_country”) != null) {
Xrm.Page.getControl(“na_country”).setDisabled(false);

}
autoCompleteCountries(countries);
}
}
else {
var error = JSON.parse(this.response).error;
console.log(error.message);
}
}
};
req.send();
}

The above method calls the List of countries from Country Master entity and calls the second method AutoCompleteCountries().

Method 2: AutoCompleteCountries

This method works on “key press” event on Country field (The field on which autocomplete is applied)

function autoCompleteCountries(countries) {
var keyPressFcn = function (ext) {
try {
var userInput = Xrm.Page.getControl(“na_country”).getValue();

var resultSet = {
results: new Array(),
commands: {
id: “sp_commands”,
label: “Learn More”,
action: function () {

// Any help or other information URL
//window.open(“http://www.microsoft.com/en-us/dynamics/crm-customer-center/create-or-edit-an-account.aspx”);
}
}
};

var userInputLowerCase = userInput.toLowerCase();
for (i = 0; i < countries.length; i++) {
if (userInputLowerCase === countries[i].name.substring(0, userInputLowerCase.length).toLowerCase()) {
resultSet.results.push({
id: i,
fields: [countries[i].name, countries[i].isocode]
});
}
if (resultSet.results.length >= 10) break;
}
if (resultSet.results.length > 0) {
ext.getEventSource().showAutoComplete(resultSet);
}
else {
ext.getEventSource().hideAutoComplete();
}
} catch (e) {
console.log(e);

}
};

Xrm.Page.getControl(“na_country”).addOnKeyPress(keyPressFcn);

}

Setting in Dynamics CRM 2016:

Add the AddressDetails.js as new web resource in CRM.

Add this web resource to the form using form properties. Go to manage function and set LoadAutoComplete function on form Onload event.

FORM-PROPERTIES-PICTURE

Publish the changes in CRM. Open the form and start entering letters in Country field. You should get the below autocomplete output.

NEW-ADDRESS-DETAIL-PICTURE

We helped Soluzione Client: New Jersey Tech Council with their custom CRM needs.

AUTO COUNTER IN CRM

For Microsoft Dynamics CRM 2015/2016, one of the major challenges faced by developers is generating Auto numbers on various entities. To overcome this, Soluzione IT services releases “Solz Auto Counter”

solution to automate the process of adding counters to the CRM entities. It allows user to configure counter for default as well as custom entities. Here, you can put any prefix, suffix, counter zero padding and specified date formats with Auto numbering. You can set initial value of counter and its incremental value as well. At any point of time it can be activated or deactivated. You can also provide Security Role as per the user access in Dynamics CRM, it can be Read Only or Admin Access.

One can configure the Auto counter as per the example given below.

1.Install the SolzAutoCounter solution in Dynamics CRM by importing the managed solution. After it is successfully installed you should have SolzAutoCounter in your solutions as below.

SEARCH-RESULTS-PICTURE

2.Clicking on the Auto Counter to navigate the sub-grid.

SUB-GRID-PICTURE

3.Create a new auto counter record to configure the counter settings.

COUNTER-SETTINGS-PICTURE

4.Go to Account entity and create a new record and save

ACCOUNT-ENTITY-PICTURE

 

 

 

 

 

 

 

Key Features

  •  It allows user to use the auto counter in Microsoft dynamics CRM online or on-premises versions.
  • It allows user to configure the counter for Microsoft dynamics CRM default as well as custom entities.
  • Quick create to set auto counter for any entity.

AUTO-COUNTER-PICTURE

You can use the following date formats to add as prefix or suffix of the counter

  •  Use format “[d]” to Return only date
  • Use format “[m]” to Return only month
  • Use format “[y]” to Return only year
  • Use format “[ddd]” to Return Day First Three Letters
  • Use format “[dddd]” to Return Day Name
  • Use format “[mm]” to Return Month Number In Integer
  • Use format “[mmm]” to Return Month First Three Alphabets
  • Use format “[mmmm]” to Return Month Name
  • Use format “[y]” to Return Year Last Value
  • Use format “[yy]” to Return Year Last Two Value
  • Use format “[yy]” to Return Year Last Three Value
  • Use format “[yyyy]” to Return Year Last Four Value
  • Use format “[yyyyy]” to Return Year Last Five Value

Activate or deactivate counter at any time easily. This will activate or deactivate when the auto counter record is set to activate or deactivated status.

ACTIVATE-COUNTER-SETTINGS-PICTURE

To learn about how we helped Soluzione Client: Aspiri with all their dynamic CRM systems then find out more here.

 

SOLUZIONE GETS LISTED WITH NCVER

Soluzione IT services has completed the requirements of AVETMISS for its lead offering for RTOs i.e Solz RBM. Solz RBM has now also been listed with NCVER- AVETMISS Compliant Software Register. This contains a list of publicly available student management systems or data entry tools that software vendors have registered as being AVETMISS compliant.

This information is designed to help registered training organizations (RTOs) choose an appropriate system. The National Centre for Vocational Education Research (NCVER) is a not-for-profit company owned by the Commonwealth and state and territory ministers responsible for vocational education and training

SolzRBM is an all-new cutting edge Enterprise Business Solution for managing an RTO operating in Australia. Soluzione IT service brings a fresh approach to manage and automate an Australian RTO business.

Solz RBM goes much beyond which includes Digital eSigning, Single SignOn, Document Management, multiple stakeholder portals, HR Functions, Project Management and many more.

A Solz RBM implementation can transforms an RTO into a true “Student Centric” and responsive organization, distinctly preferred by students and yet delivering performance for now and future.

The Management, Staff, Marketer & Administrators, Students, Agent Partners and Academics can plug into one single platform to work on one consistent set of student data in real-time. With flexible cloud and on premise deployments the solution is completely scalable to suit small, medium or large RTO organizations.

DYNAMICS CRM DEVELOPMENT: TIPS AND TRICKS

There are a lot of quick ways of doing things in Dynamics CRM but developers struggle in finding how. Today I am going to explain how to call a workflow on a custom ribbon button.

Let’s say you have a situation, where you want to perform some operation on customribbon button on “click event”. Let us take an example. I have a button on OPPORTUNITY form called‘ConfirmRequest’. On the click event of this button I have to generate an ORDERandalso want to send an email. The best way to achieve this is by creating a workflow. Butthe issue is, how to call workflow on the button click.

There are many solutions posted on the web, that involve using JavaScript, web resources etc. however there is a much easier way that requires no coding.

For this we use Ribbon Workbench. Contact us to find out the right plugin to download.

Here are the steps to follow:

  • Create a workflow, for example – I created a workflow called Generate Order from Opportunity.
  • Extract the GUID of this workflow with the help of advanced find. Here is how you do it:
    • Open advanced find window
    • Look for processes and search for your workflow name

WORKFLOW-PICTURE

    • Export to Excel and extract the GUID of the proceed from the column A called (Do Not Modify) Process.
  • Load the new solution into the Ribbon Workbench with OPPORTUNITY entity.

OPPORTUNITY-ENTITY-PICTURE

  • Expand the commands, “Solution Elements” tab.

SOLUTION-ELEMENTS-PICTURE

  • Right-click on the Command of the custom button that you want to use. Example ‘CCSDP.opportunity.GenerateOrder.Command’ and select ‘Edit Actions’.
  • Add a JavaScript Command and set the following properties:
    Function Name Mscrm.FormAction.launchOnDemandWorkflowForm
    Library /_static/_forms/form.js
    Parameters 1: Type = Crm Parameter,
    Value = PrimaryEntityTypeCode
    2: Type = String,
    Value = Workflow ID which is extracted from advance find

WORKFLOW-ID-PICTURE

  • Click on OK. And publish it.The workflow will start getting called from the click of the custom button.

Congratulations!!! Now you know how to call workflow from a Custom Ribbon button on Dynamics CRM.

 

LEARN TO CALCULATE STUDENT SENTIMENTS

STUDENT-SENTIMENT-INDEX-PICTURE

Technology is evolving every day and people are wondering about the next “big thing”. Business Intelligence is one of those areas which has been under constant evolution and machine learning algorithms is being closely worked upon in BI segment to move from analytical applications to intelligent solutions.

Recent preview release of Microsoft Cognitive Services and exiting Azure Machine learning platform has improved the accessibility of building such capabilities into the application.

Microsoft Dynamics CRM is especially good candidates for using such services so as to improve the way customer’s run their businesses.

Read this great blog about Microsoft Cognitive Services. It basically provides a collection of intelligent APIs that allow solutions to see, hear, speak, understand and interpret our needs using natural methods of communication. One such API  is Text Analytics.

We decided to test and put this to a real world use case for one of our customers in education space.

Our customer is an education institute with thousands of students and use SolzRBM a Dynamics CRM based solution as to manage their core business and students.

One of the most common way of communication between people are emails and day to day email can best reflect the sentiment of the person. Hence we selected email as our main source of data for this analysis. Although the solution is generic and can be extended to include other communications such as text messages, tweets etc.

  •  So, whenever a student sends an email that email flows in Dynamics CRM as an email activity.
  •  As soon as an email arrives in CRM, the text of email is read and sent to text analytics sentiment API in Azure.
  • This API then returns a sentiment score based on the email content analysis. Scores are between 0 and 1 (0 representing a bad score and towards 1 is a happy score).

EMAIL-PICTURE

An average sentiment index is generated for the student (contact) based on individual email scores. If the overall average is

  • less than 0.3 then contact is un-happy
  • between 0.3 to 0.75 then average
  • above 0.75 then happy

See the gauge dial chart at the student level indicating sentiment index.

GAUGE-DIAL-CHART-PICTURE

 

This can help and give indications on which students are unhappy and institute can intervene to address the issues. This may not be 100 % accurate but can give great indication. You can even find overall organization level sentiment index with this.

Will keep posted on how the results are and how is the organization getting impacted with this.

Till then happy CRMing…