Tag Archives: Solution

Standard or Customized CRM Solution: Which One Should You Consider?

CRM Blog Standard or Customized CRM Solution: Which One Should You Consider?

One of the many advantages of a CRM solution such as Microsoft Dynamics 365 is that it provides a highly flexible and customizable platform from which all your activities can be completed. As such, it can be personalized to meet all your specific needs and adapt to the unique reality of your organization to facilitate your daily tasks and operations.

However, one approach is to wait before customizing the solution, and get started with a standard CRM solution. This way, users can get used to the various features and functionalities available out of the box, while you will gain a better understanding of what needs to be modified or added to facilitate the management of your business.

JOVACO Solutions, for instance, offers 4 different CRM turnkey packages for your business to get started according to its specific needs. Firms of all sizes can find the implementation package that best meets their current needs and reality: for instance, smaller organizations or start-ups with no existing CRM data can obtain a basic CRM solution to manage their contacts, while larger organizations can opt for a complete solution that offers a global view of their business processes.

Whichever package you choose, it can always be customized later for you to tailor the solution to your exact needs. For instance, workflows, reports and dashboards can be personalized according to the needs of the user and their specific role and responsibilities. Readily available third-party products can also be used to provide additional functionality to the solution, and if needed, custom developments can be made to create new entities and fields. However, by first getting started with an out-of-the-box implementation package, your organization can obtain a working CRM solution quickly and become familiar with the tools and functionalities it provides.

If your company is planning to implement a CRM system, check out JOVACO’s implementation packages for Microsoft Dynamics 365 and see how you could get started quickly with your own CRM solution.

To find out how all teams and departments across your organization can benefit from access to a CRM solution, read our eBook CRM is Not Just for Salespeople and learn how even non-sales resources can leverage its capabilities and the wealth of data contained within.

By JOVACO Solutions, Microsoft Dynamics 365 specialist in Quebec

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CRM Software Blog | Dynamics 365

New from Microsoft Labs: Change Tracking Solution for Dynamics 365 released!

If you’ve ever needed to determine which system administrator made a particular problematic change to a solution, until now the process was time-consuming – restoring a backup from the date the problem occurred and querying the database.  In Microsoft Dynamics 365, an out of the box feature to capture the changes on records by the Users or System is achieved by enabling the “Audit” for an entity but there is no out of the box feature to track the changes done by System Administrators/System Customizers or anyone having access to make a change in the application.

No more!  Microsoft Labs”has released a “Change Tracking” solution to find such information easier; check it out! The solution for Dynamics 365 (version 8.2) Online or Dynamics CRM 2016 (version 8.1), Online with documentation, is available via administrators as well as user guides are available for download via:


A downloadable solution for use by Dynamics 365 on-premise system administrators of Dynamics 365 (version 8.2) or Dynamics CRM 2016 (version 8.1), with documentation, is available via:


Notes from AppSource:

Change Tracking Solution
Microsoft Labs

A feature that provides the ability to track the changes on D365 made by System admins/customers
The Change Tracking solution helps in tracking down the details of changes on who updated an entity, JavaScript, assemblies and processes along with the time of update. This solution is built on Dynamics 365 and as well works on Dynamics CRM 2016 (Online/ On premises)


Greg Nichols
Senior Premier Field Engineer, Dynamics 365
Microsoft Corporation

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Dynamics CRM in the Field

Moss Adams joins NetSuite Solution Provider Program

og image Moss Adams joins NetSuite Solution Provider Program

Leading Accounting and Consulting Firm Launches Cloud ERP Practice with NetSuite

ORACLE OPENWORLD – SUITECONNECT—SAN FRANCISCO, Calif.—October 4, 2017—Oracle NetSuite, one of the world’s leading providers of cloud-based financials / ERP, HR, Professional Services Automation (PSA) and omnichannel commerce software suites, today announced that Moss Adams LLP, one of the largest accounting, consulting and wealth management firms in the U.S., has joined the NetSuite Solution Provider Program to address rising demand for cloud business management solutions.

The move is the result of Moss Adams’ existing alliance with NetSuite offering accounting services as a member of the NetSuite Business Process Outsourcing (BPO) Program since 2015. Moss Adams will now be able to offer a best-in-class solution to clients of any size, from pre-revenue start up to well-established midmarket firms. In addition, by leveraging NetSuite and its deep industry knowledge Moss Adams will also be able to provide enhanced insights to clients in a wide variety of areas such as IPO readiness and process optimization.

“We’re thrilled to work with a firm of Moss Adams’ scope and expertise,” said Craig West, Oracle NetSuite Vice President of Alliances and Channels. “The combination of over 100 years of industry experience and the leading Cloud ERP offers an incredibly powerful value proposition to clients in a wide variety of industries.”

Founded in 1913 and headquartered in Seattle, Moss Adams has approximately 2,600 employees across 29 locations, with an annual revenue of approximately $ 600 million. After a comprehensive evaluation of other cloud software in the marketplace, Moss Adams determined that NetSuite was the optimal solution to offer to most clients, based on its own success with the BPO program and feedback from the marketplace.

As a NetSuite solution provider, Moss Adams will provide market development, consulting and implementation services for NetSuite financials/ERP, CRM, ecommerce, HR and PSA across high technology, biotech, apparel, and beverage industries. The company will deploy its experienced technology development resources to build these industry-specific versions of the solution using NetSuite’s SuiteCloud development platform. 

“NetSuite provides best-in-class cloud ERP that allows us to better serve customers with a scalable solution that meets the need for business efficiency, visibility and agility,” said Labi Rabiu, Managing Director, Enterprise Systems Practice at Moss Adams. “Building on our existing NetSuite BPO relationship, we are fully prepared to bring vertical solutions to market.”

Launched in 2002, the NetSuite Solution Provider Program is the industry’s leading cloud channel partner program. Since its inception, NetSuite has been a leader in partner success, breaking new ground in building and executing on the leading model to make the channel successful with NetSuite. A top choice for partners who are building new cloud ERP practices or for those expanding their existing practice to meet the demand for cloud ERP, NetSuite has enabled partners to transform their business model to fully capitalize on the revenue growth opportunity of the cloud. The NetSuite Solution Provider Program delivers unprecedented benefits that include highly attractive margins and range from business planning, sales, marketing and professional services enablement, to training and education. For more information about the NetSuite Solution Provider Program, please visit www.netsuite.com/partners.

About Moss Adams
Moss Adams is a fully integrated professional services firm dedicated to assisting clients with growing, managing, and protecting prosperity. With more than 2,600 professionals and staff across more than 20 locations in the West and beyond, Moss Adams works with many of the world’s most innovative companies and leaders. The firm’s strength in the middle market enables it to advise clients at all intervals of development—from start-up, to rapid growth and expansion, to transition. To learn more, please visit www.mossadams.com

About Oracle NetSuite
Oracle NetSuite pioneered the Cloud Computing revolution in 1998, establishing the world’s first company dedicated to delivering business applications over the internet. Today, it provides a suite of cloud-based financials / Enterprise Resource Planning (ERP), HR and omnichannel commerce software that runs the business of companies in more than 100 countries. For more information, please visit http://www.netsuite.com

Follow Oracle NetSuite Global Business Unit’s Cloud blog, Facebook page and @NetSuite Twitter handle for real-time updates.

About Oracle
The Oracle Cloud offers complete SaaS application suites for ERP, HCM and CX, plus best-in-class database Platform as a Service (PaaS) and Infrastructure as a Service (IaaS) from data centers throughout the Americas, Europe and Asia. For more information about Oracle (NYSE:ORCL), please visit us at oracle.com.

Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.

Safe Harbor
The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle Corporation.

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NetSuite's Latest Press Coverage

Data Management in a CRM Software Solution

gettyimages 611868428 Data Management in a CRM Software Solution

When prospects call us to discuss our OnContact customer relationship management (CRM) software, it’s usually for one of two reasons: their current CRM is not good enough, or they need to combine their multiple systems or methods. Overall, it’s always about data centralization, and making sure all the organization’s data is easily accessible through one database.

Whether they have a CRM they have outgrown, a system which was never properly implemented, or never fully adopted, there is usually still the issue of centralized data. When a company has manual systems, it often means they have Excel, email, pen and paper, or other manual methods that need to be combined because they are not working together, causing problems for employees. No employee is happy if they are stuck in one of these scenarios where they’re using outdated data organization and processing methods.

Getting a customer relationship management solution to centralize all data and end all the problems with data and processes has many benefits. No one wants to have a database in three different areas, guessing where data is and where the proper place to put it should be. Below, we’ll discuss some of the many benefits implementing a new CRM solution can have for businesses looking to centralize their data.

Saves company money

Rather than running one system for marketing automation, one for customer service, and one for sales, you can combine all these into one quality CRM solution. This will bring you one cost for users, one cost for support, and one cost for things like data migration, upgrades/updates, and training. When you run multiple systems, you pay for these things three times as opposed to once.

Saves employees time

Employees can now know exactly where to find their data, rather than have to search for it guessing which solution it may be in. Centralizing it into one CRM product will at least guarantee you where to look and save time in the search process.

Improves visibility internally

Anyone in the company from upper management to a customer service representative can now see throughout the CRM. There is no miscommunication or lack of conciseness in the data so everyone can see the same thing and be on the same page, unless you choose to limit someone’s access.

Improves company tracking

Whether a company is a prospect, in the sales cycle, or a customer, it is important to know who they are, what they have (for upsells and additional product sales), and previous communications. You can know better about who to market to, what to market to them, and keep them in call/communication cycles much easier.

Eliminates double entry and lessens chance for mistakes

To put it bluntly, eliminating multiple systems means you only need to enter data into the CRM now once. This eliminates having to enter the same thing in multiple spots, which then lessens the chance for inconsistencies in data, missing data, and simple errors.

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OnContact CRM

A Brief Overview of Microsoft’s Voice of the Customer Solution

If you are looking for a tool within Dynamics 365 to send surveys, distribute them to specific CRM records and capture responses and excellent analytics, take a look at Voice of the Customer. The Voice of the Customer solution is available for all Microsoft Dynamics CRM Online subscriptions at no additional fee. Microsoft details how to install the Voice of the Customer solution into your Dynamics 365 environment here.

Why Voice of the Customer?

So why use Voice of the Customer? It’s out of the box functionality allows you to send surveys to specific Contacts, Leads or Accounts with the ability to personalize and customize surveys with Dynamics 365 data. Moreover, you can trigger survey sends with workflows! Imagine the possibilities:

  • When a Customer Service agent closes a case, have a Customer Satisfaction survey sent to them immediately and get close to real-time feedback on their experience.
  • Once a survey response is received, if the score is low in a specific question, escalate it to the appropriate managers.
  • When a lead from a trade show is entered into your Dynamics 365 system, have a short survey sent to them to learn more about the sales opportunity and segment the lead based on the responses.

Survey Types: Anonymous and Non-Anonymous

Voice of the Customer offers two survey types: Anonymous and Non-Anonymous.

Anonymous Non-Anonymous
Survey Responses Responses not associated with a Dynamics 365 customer record Responses tied to a specific Contact, Lead or Account
Survey Link One general link / iFrame on website Link to survey is specific & unique for each customer
Personalization No personalization Personalize using Piped Data to address the customer directly
Distribution Link for email, Twitter, webpages Individual email


One of the great things about Voice of the Customer is that your surveys are highly customizable. Design your company’s theme by uploading your logo and customizing colors based on your brand. Personalize your non-anonymous surveys with Dynamics 365 data. Create response routing rules based on question responses. Add action items to survey responses that are triggered automatically based on feedback or scores.

Follow Up Actions: Client Actions & Server Actions

When specifying follow-up actions on a survey question, Voice of the Customer gives you two category types: (1) Client Actions and (2) Server Actions. Client actions are triggered on the survey itself. An example of a client action is hiding or showing a question based on a response to a previous question. Server actions are triggered outside of the survey itself. Examples include creating a follow-up or complaint based on a response.

Viewing Survey Responses & Outcomes

Voice of the Customer allows you to view Survey responses to an individual’s answer. To view this, go to Voice of the Customer for Dynamics 365, then click on Survey Responses. From here, view the Survey response you want to view.

237123203 A Brief Overview of Microsoft’s Voice of the Customer Solution

To view any response outcomes for surveys, go to Voice of the Customer for Dynamics 365, then click on Response Outcomes. Click on the response outcome you want to view. These response outcomes are created by you (tied to a specific survey question) and completely customizable! In the below example, a response outcome rule looks for a satisfaction score of 1, 2 or 3 and escalates the case to management via an email workflow.

3289809377 A Brief Overview of Microsoft’s Voice of the Customer Solution

Analytics: Dashboards & Reports

Voice of the Customer also comes with Dashboards and Reports in Dynamics 365. To access, go to Voice of the Customer for Dynamics 365, then click Surveys. Select a Survey from the list.

1602930014 A Brief Overview of Microsoft’s Voice of the Customer Solution

Dashboards: Click the Survey box, then click Dashboard. Customize with the data you want to see about your survey.

Reports: Click …, then Run Report. Select the report you want to run.

Limitations of Voice of the Customer

It’s important to understand the limitations of any tool, and there are some with Voice of the Customer that are worth mentioning. You can only have a maximum of 200 surveys in your database. Voice of the Customer also limits questions per survey to a maximum of 250. However, I would strongly recommend not including anywhere near 250 questions as a best practice!

There is a max of 2,400 survey responses per day (any additional responses will be stored in Azure and pull into your Dynamics 365 instance the following day) and 1,000,000 survey responses stored.

Beringer Technology Group, a leading Microsoft Gold Certified Partner specializing in Microsoft Dynamics 365 and CRM for Distribution. We also provide expert Managed IT ServicesBackup and Disaster RecoveryCloud Based Computing and Unified Communication Systems.

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CRM Software Blog | Dynamics 365

The Solution to Point Solutions: How Two Asset Management Firms Broke the Mold…and We’re Glad They Did

CRM Blog The Solution to Point Solutions: How Two Asset Management Firms Broke the Mold…and We’re Glad They Did

by Tom Berger, Vice President, Financial Services

Regardless of your area of financial services, your business software needs to accommodate and support what you do and how you do it. To that end, it seems like a point solution would make sense. Or would it?

While a point solution might work as though it was designed for your business, it comes with notable drawbacks. While the convenience of an “out-of-the-box” solution might seem attractive, the trade-off is loss of extensibility, support, integration, and future scalability.

At AKA, we see this with many of our clients. They have a point solution that’s maxed out and can no longer meet their needs, or they’ve reached the conclusion that their options are now either a point solution or an open platform like Microsoft Dynamics 365.

As you might guess, we’re proponents of Dynamics 365. But there are some compelling reasons for this. We have worked with many firms that chose to go with Dynamics 365, and they do not regreat the decision.

To be clear, there are businesses that prefer a point solution: Pre-built, easily deployed, and not requiring a great deal of involvement from you during planning and implementation. If you want someone else to “just deal with it,” a point solution could be right for you.

However, if you have specific, purpose-driven processes, goals involving growth and expansion, the desire to take full advantage of emergent technology, or the possible need to integrate or merge with other business-critical systems, a point solution is likely not the answer. While it might be an easy fit at first, it will bring with it a lot of difficulty in the long run.

But let’s hear it from a customer’s point of view. Following are stories of two firms that recently broke out of the point solution mold.

(H2) A Leading Institutional Asset Manager Sets the Stage for Growth and Expansion

In this case, the institutional asset manager was dealing with a point CRM that could no longer keep up with business. Notably, the team dealing with client requests, onboarding, new accounts, and terminations was growing at a rate that the old system couldn’t handle.

The firm’s sales team faced the same type of issues.

They needed a solution that would support multiple strategies and allow them to work together. They also needed advanced reporting capabilities that the old system was unable to provide, which translated to a lack of information on their own products as well as the potential for client difficulties.

So, they chose Dynamics 365. Why? It’s not designed specifically for financial services. However, what this firm realized was that an open platform—implemented with the right partner behind the wheel (yes, us) allowed them to put all these challenges to bed. Completely. Why? Extensibility. They found that an open platform does not make you conform your business to the software; the software should be able to conform to how you run your business.

(h2) A National Intermediary Breaks Down Silos and Uncovers New Opportunities

This firm had a big job. They wanted to combine three lines of business: private client, institutional, and intermediary business. These areas were separated by two systems. Essentially, the private client business was shoehorned into one CRM system, along with the institutional business. The other CRM system was being used as intermediary software, data provider, and data aggregator. This forced the sales team to work in two CRM systems, which created havoc. Clients were duplicated in the two systems, and contacts were not being tracked in the same place, which meant that clients were often contacted by different people trying to sell them the same product.

Visibility was a serious issue as well. No one was able to see the big picture—the overall relationships with a client—in one system. They had to do research in two systems, reconcile the information, and put it in a meaningful format before they could have a conversation with the client. Reporting and roll-ups of AUM (all done in Excel), managing marketing efforts effectively—all of these operational problems and more were the result of silos caused by the fact that no single point solution could address their needs.

By choosing an open platform, they were able to completely eliminate those silos, bringing all that critical information together under one roof—and taking advantage of new features and integrations with complementary solutions like ClickDimensions.

Why Are Open Systems like Dynamics 365 Winning?

So, the question that comes to mind is, why are systems that were built specifically for financial services being replaced by open systems like Dynamics 365? Here are some very compelling reasons:

Reason #1: Flexibility and Extensibility

As the two previous case studies point out, open platforms do not force you to do things their way. Even something as simple as naming a field the way you want to name it can make life easier, and point solutions don’t allow that. Now, multiply that by a thousand when you think about complex business processes.

Reason #2: Customizability

This is a “Part 2” to Reason #1—and it does NOT mean having to deal with coding! No single product can do everything you need right out of the box. Each business is unique, so to get your solution exactly where you want it might require some configuring. With open platforms like Dynamics 365, that’s not an issue. Microsoft provides toolkits for developing, customizing, and your solution. Dynamics provides a business rule engine, process bar, field-level security, workflows, access to a full software developer kit, which provides you with the flexibility to give you exactly what you want. Oh, and Microsoft Certified Partners (like AKA) are experts not only in the technology, but in your industry. So, remember the point I made earlier about point solutions being “easier” in that you don’t have to deal with customizing? I take that back. With Dynamics 365 and AKA, you still come out on top.

Reason #3: Investment in the Product/Speed to Market by the Manufacturer 

Point solutions simply do not have economies of scale like Microsoft and other open platform providers, so they don’t have the dollars to put into research and development. It’s only natural that you will get THE latest and greatest—Cloud, mobility, machine learning, and so on—from a company that has the money and resources to keep that ball rolling, and rolling fast.

And speaking of investment in the product…the latest release of Microsoft Dynamics 365 really taps into the power of Machine Learning and AI. You can learn more in our webcast, What’s New in Dynamics 365 – 2017 Update.

Reason #4: Availability of Third-party Products/Ease of Integration

This someone relates to point number 1. Third-party providers like ClickDimensions are much more likely to work on integrations with a Microsoft product for two reasons: there is more opportunity because of a larger customer base, and modern, open platforms make it much easier to integrate. The same goes for integration with Microsoft Office/Outlook and other productivity tools.

Reason #5: Support and Security

This is where being a heavy hitter like Microsoft really benefits you. They have the resources to provide 24/7 support, 365 days a year. They’ve been doing this for a long time and have many customers to keep happy. Let’s just say they have this in the bag. The same goes for security; they must adhere to very stringent standards (read more at the Microsoft Trust Center)—particularly when it comes to the Cloud. They have invested millions of dollars and have teams of hundreds of professionals that focus exclusively on ensuring their products and customers are secure. Point solutions providers do not have these resources.

At the end of the day, the choice comes down to this: Do you want “convenience,” which will limit you both now and in the future? Or do the possibilities and opportunities presented by an open platform intrigue you enough to learn more? We believe it’s worth a look—and once you’ve seen what you can accomplish, you’ll make the right choice. And if you’re on a point solution now, talk to us. We have experience migrating customers like the two firms we talked about here, and we can help you, too.

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CRM Software Blog | Dynamics 365

The Importance of a Social CRM Solution

gettyimages 628489906 The Importance of a Social CRM Solution

Social CRM, or a tool designed to seamlessly integrate the use of a customer relationship management tool with social media channels. This can take the form of many different things, such as the ability to engage in social media through a software solution, respond to customer complaints through a solution in real-time, or simply leverage and analyze social statistics through a CRM database. No matter what you’re using it for, social CRM has a lot of potential. Below, we’ll take a look at some great ways businesses (and especially small businesses) can utilize a social customer relationship management system to maximize their sales, marketing, and customer service efforts.

Enhanced analytics

Let’s start with the least obvious benefit of a social solution: better data. Did you know that having a social customer relationship management solution means you can get access to highly-detailed insights and metrics about your customers? We’re talking demographics, preferences, interests, buying behavior, and more. With that kind of data, your sales reps will be able to better understand their target audience and deliver an accelerated sales process by focusing on the leads that are authentic and carry a high probability of sale.

Collecting all of this social-centric data can also help out another major department in your business. Marketing is always looking for new metrics and ways to narrow down a target audience. Social data about your prospects and customers is just another tool which can be analyzed and manipulated into a highly-targeted and highly-effective marketing campaign.

Be in-the-know socially

Your customers are on social media, so, why aren’t you? There’s a strong chance your prospects and customers are already on social channels talking about your brand and your products, so what are you waiting for? With a social CRM solution, you’ll be able to listen in to what the customers have to say about your company’s product and if they would like to have any changes made to it. They’ll share their likes and dislikes as well. Social CRM will give you the chance to develop products your customers have been hoping to see from your business, even before they talk to you about it. Your sales reps can also take advantage by knowing the buzz words of the industry or by hearing what prospective customers are really looking to get out of your product/services.

Streamlined communications internally

Effective, cohesive communication is at the core of a well-run business. Social CRM can actually play a role in making communicative efforts throughout your organization a more streamlined process. With a social solution, everyone in your business can be on the same page with technology and access to customer records and social histories. This cross-departmental accessibility can be extremely useful when various departments need to collaborate and access the same real-time data. It can also help reduce any confusion that may arise when teams from various locations are trying to access or change the same information.

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OnContact CRM

Announcing the Power BI solution template for Microsoft Dynamics 365 for Field Service

Today we are pleased to announce the release of the Power BI solution template for Microsoft Dynamics 365 for Field Service. This template includes a set of reports designed for field service professionals. The solution template offers a very fast guided experience to create compelling reports on an extensible, scalable, and secure architecture and can be customized as needed. This means that instead of spending your time on plumbing, you can instead spend it on extending and customizing the solution template to meet your organization’s needs.

You can learn more (or even install) from AppSource here: https://appsource.microsoft.com/en-us/product/web-apps/microsoft-powerbi.pbisolntemplate_d365fldsrv.

Here’s a small sample of the Field Service reports available in the latest solution template with information about open and completed work orders:

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See the solution template page on Microsoft AppSource to install, interact with a sample report and watch a short video.

Like the Dynamics 365 Project Service Automation solution template, the Field Service template uses the Dynamics 365 Data Export Service to replicate data from the Dynamics 365 instance to a Microsoft Azure SQL Database store in a customer-owned Microsoft Azure subscription. The Data Export Service is a free add-on and the template can be provisioned by a Dynamics 365 administrator in just a few minutes. Once you’re done, all changes in your Dynamics 365 records are automatically updated in the Azure SQL database in real-time and available to your Power BI reports. Azure Analysis Services, an optional feature, can be included for especially challenging workloads.

Give it a try and please let us know what you think. You can reach the team by e-mailing us at PBISolnTemplates@microsoft.com or leaving a comment on the Power BI Community page for solution templates.

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Microsoft Power BI Blog | Microsoft Power BI

Overcome 3 Challenges Faced by Professional Services Firms with a Specific CRM Solution

CRM Blog Overcome 3 Challenges Faced by Professional Services Firms with a Specific CRM Solution

The flexibility of a CRM solution such as Microsoft Dynamics 365 allows you to turn it into the heart of your organization’s operations. You can then use it as the entryway from which all your activities can be completed. It can also integrate a solution specifically designed for your industry, allowing you to complete all your tasks from a single interface that’s intuitive, familiar and user-friendly. With a solution that incorporates their specific business rules and needs, professional services firms can overcome several of the challenges they encounter daily.

1. Have only one version of the truth across your organization

One of the challenges that many professional services firms must face is the utilization of non-integrated applications and Excel spreadsheets. Result: resources don’t always have access to the latest information or the most recent version of a document, which can lead to discrepancies regarding facts or activity status. By centralizing all your information with a specific solution integrated to your CRM system, not only do you ensure access for resources across your entire organization, you also offer them complete visibility on all aspects of your business.

As such, your mandates, invoices and WIPs, as well as customer activities and all communications exchanged with them, can be accessed from a single source updated in real time. The associates have increased visibility on their mandates and their clients, as well as on their complete history and profitability. By having all this data on hand, they can also better serve their clients, exceed their expectations and ensure their satisfaction.

2. Shorten your invoicing cycle

Maintain the balance between finances and operations by leveraging the flexibility of your CRM system and the control of your ERP solution. With a complete, bidirectional integration, information is transferred from one system to the other in real time. This not only avoids constant back-and-forth communications between your associates and the accounting team, but it also eliminates manual data entry and reduces the risk of errors and double entries.

Various invoice templates can be used and combined from the CRM, then transferred to the accounting system. This allows you to create invoices that meet all your clients’ criteria and that fit the requirements of the different services offered by your organization, while also adapting them to your organization’s branding. Lastly, having access to your financial data in real time means that you can invoice faster. This way, you improve your cash flow while also reducing the risk of write-offs and bad debts.

3. Optimize the utilization and productivity rates of your resources

By using workflows to automate certain process, you can facilitate your associates’ tasks and activities. For example, they can be notified to approve the budget when a new mandate is created. Among the specific functionalities of our solution, a resource planning tool also makes it possible to view easily the resources that are currently assigned and those that are available to work on new mandates. This tool thus makes it possible to optimize resource utilization and better plan hiring. Lastly, the solution allows you to budget the potential for billable hours per resource per month and to track them throughout the year.

One last challenge that many professional services firms must face is the difficulty of staying on top of technological trends to meet the constantly evolving needs of their clients. Scalable and flexible, the Microsoft Dynamics 365 platform makes it possible to catch up on this technological lag, while a specific solution such as JOVACO’s accounting solution improves efficiency and performance across your entire organization.

By JOVACO Solutions, Microsoft Dynamics 365 specialist in Quebec

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CRM Software Blog | Dynamics 365

Bringing more text analytics to the Bing News Solution Template

We are excited to announce support for ‘bring your own entities’ for the Bing News solution template! The Bing News template allows brand managers to find articles most relevant to them by filtering on sentiment, trending topics as well as entities like locations, organizations and people (learn more about the Bing News template).

One of the most common feature requests we received was the ability to define your own list of words and use that to slice your data. A product manager may want to e.g. create a list of products or company names and use that to discover and read relevant articles. Read on to find out how you can incorporate your own entities into the news template today!

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Setting up the Solution

Navigate to our installer to get started with setting up the Bing News template. Upon reaching the entities page you are now given the option of bringing your own entities. Selecting ‘Yes’ will take you to the entities definition page.

You can define entities in two ways – either by uploading your entities or inputting entities directly inside the experience. In this example, I am setting up a solution that will help me find articles related to the Microsoft brand. I have defined a list of Microsoft products I want to follow. I choose to upload entities and point the installer to a CSV on my computer.

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This auto populates my ‘Product entity’ which I can now customize by tweaking the list as well as changing the icon and color associated with it.

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I can now continue adding as many entities as I would like. In this example, I have added another entity for other tech companies I may want to track in conjunction to Microsoft:

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Once I am happy with all the new entities I have created I can click ‘Next’ and carry on setting up the solution.

The end result

Once the template is set up, you can start exploring your reports! You will notice that the Overview page now has both the out of the box entities (like Location) along with your newly added entities (in my case Products and Tech Companies). Selecting something like Google from the companies list will show me all the articles that mention Microsoft and Google together, for whatever date range, news category or sentiment type I am interested in.

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Customizing your entities

Once your template is set up you can always go back and add new entities or modify the current ones. Currently this can be done by directly modifying the “userdefinedentitydefinitions” table inside your Azure SQL database.

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Try it out & let us know

Go ahead and check out the Bing News solution template. You can try out an interactive sample report, watch a demo video or just go ahead and set things up! The team is always interested in any thoughts or feedback – you can reach us through our alias (pbisolntemplates@microsoft.com) or by leaving a comment on the Power BI Solution Template Community page.

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