Tag Archives: users

Incredible offer for Dynamics SharePoint Organizer (SPO) users

With Dynamics SharePoint Organizer (SPO) each CRM entity is configured how the entity integrates with the corresponding SharePoint Document Library. Naturally, each CRM entity has different type of documents and different tags (metadata) that describes the type and content of the document, what the document is about, and how it relates to other documents and other related parties in and outside the organization. When document is generated in CRM entity, it is linked to a record as attachment to Notes, and as attachment to Email activity. The record has attributes / fields to describe the record and documents related to it. A record of an Invoice entity has the Invoice document attached to Notes or attached to incoming Email sent from the accounting department. The record has fields that describe the Invoice document such as invoice number, total amount, due date, invoice description, and the Account that was issued with this invoice. When invoice document is uploaded to SharePoint, the SharePoint columns are updated with these fields, which are called metadata. Metadata is crucial to filter documents in a Document Library View, and improve the relevance of SharePoint search results.

One entity may have many documents, and the documents can be grouped into Document Types. As an example, an organization managing projects with customised entity Projects, may have documents of the types: Project SOW, Project Milestones, Invoices, and Payments. SharePoint document library is configured to accept these four types of documents, created in the Project Entity in CRM. Dynamics SPO can be configured, for the Project Entity, to match the document in CRM with the corresponding Document Type in SharePoint. Categorizing documents by their types enhance SharePoint navigation. The corresponding projects document library stores all project’s documents in one library, and displays the list of documents based on selected document type.

Dynamics SPO can configure the SharePoint folder structure where documents are uploaded. There are 3 different approaches to SharePoint folders structure:

Single Folder Structure – in this configuration all documents related to an entity are uploaded into a selected folder. Each entity can be configured to upload to a related folder in SharePoint, Orders are uploaded to a folder called Orders, Invoices to Invoice Folder, and Payments to the Payments folder.

Alternatively, two or more entities are configured to upload to one selected folder, let’s say “Commercial” folder. In this case Orders, Invoices, and Payments documents are all uploaded to “Commercial” folder. Note that in addition to selecting the folder to upload the documents, tagging them with Document Types like Orders, Invoices, and payments, will filter the required documents, although all documents are in one single folder.

Child / Parent Folder structure – When two CRM entities are related to each other, like Invoices are related to Accounts, Dynamics SPO will create new folder when an invoice is uploaded for an Account folder not yet created in SharePoint. In this structure it firstly lists all Accounts as folder names, the Parent Folder and when a folder of an Account is opened, the documents of this account are listed in the Child Folder.

CRM Out Of Box Structure –   The third option in Dynamics SPO is for customers already using CRM out-of-box (OOB) integration with SharePoint, and wishing to keep the existing folder structure which already is in use to upload documents to SharePoint. While Dynamics SPO will follow the CRM OOB integration with SharePoint, other features like Document types and metadata are available even for those existing folders.

No doubt that using SPO functionality to upload documents to SharePoint is far more efficient and time saving than the one offered with CRM OOB integration with SharePoint.

  1. Users can automatically upload documents with Workflow
  2. User can upload multiple selected documents directly from Notes and from Emails in one go. With the OOB integration you can upload one document at a time, and only after it is saved to hard disk
  3. Upload file Zipped with many documents or unzip on the fly when zip file is selected to upload to SharePoint.

Incredible offer for Dynamics SharePoint Organizer (SPO) users

For limited time only, customers purchasing Dynamics SPO will receive FREE online hand on training configuring any 2 CRM entities to upload documents to SharePoint. Dynamics SPO is available to download as trial version. We provide unlimited 30 day extended trial periods, and FREE email support and advice on best practises configuring Dynamics SPO for your organization.

Click here to Download Trial Version

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CRM Software Blog | Dynamics 365

Power BI expands access to intelligence for external guest users

Power BI was first introduced with a simple commitment: Empower people and organizations with access to critical intelligence. The recent general availability of Power BI Premium in June broadened the service’s reach, allowing organizations to distribute BI content broadly without requiring recipients to be licensed individually.

Today I am happy to announce that Power BI users can seamlessly distribute Power BI apps and dashboards to guest users outside of their organization – recipients are able to securely sign into the service using their own organization’s security credentials or personal email address, while the content owner is able to maintain control over the internal data.

This new feature is the result of Power BI integration with Azure Active Directory (AD) business-to-business (B2B) collaboration.

For example, consider a scenario where an automotive manufacturer working with many diverse suppliers wants to streamline its supply chain logistics – all the components, materials and services necessary to run its manufacturing operations. The organization plans to use Power BI to monitor key supply chain performance metrics by building a BI portal its employees and partners can access.

Previously the automaker would have needed to create duplicate identities for users belonging to partner organizations, requiring those users to remember multiple sets of credentials, and creating challenges for governance enforcement and identity management. Alternatively, the automaker could have invested the time and cost of building an app with Power BI Embedded that employs custom authentication.

In this instance Power BI’s integration with Azure AD B2B enables seamless, secure access for guest users from partner organizations – the automaker can create a Power BI app in the service, invite guest users, and distribute the BI content to them to access by authenticating via their organization’s Azure AD credentials.

External users can be licensed to receive BI content in two ways – either the content is allocated to Power BI Premium capacity, or the external user is assigned a Power BI Pro license. And in the instance of the external user being assigned a Power BI Pro license, this can be done by either the external user’s administrator or, as a new capability, by the sharing organization’s administrator.

Power BI integration with Azure AD B2B provides the peace of mind organizations can employ trusted Azure AD authorization policies to protect their data, including conditional access policies and risk-based authentication. Admins are also able to set policies for external B2B invites, such as the ability to turn off or restrict the ability for users to send invitations.

Next steps:

  • AAD B2B with Power BI is available starting today.  Read the documentation and try inviting an external user now!
  • For more information and a step-by-step guide to distributing BI content with Power BI and Azure AD B2B read this whitepaper. Also visit Azure documentation for more information on Azure AD B2B.

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Microsoft Power BI Blog | Microsoft Power BI

How Microsoft’s Acquisition of LinkedIn is Revolutionizing the Sales Game for Dynamics 365 Users

LinkedIn Plus D365 300x225 How Microsoft’s Acquisition of LinkedIn is Revolutionizing the Sales Game for Dynamics 365 Users

As Microsoft continues to reinvent itself and forge ahead as THE leader in the business apps ecosystem, one of the developments that stands out as a source of great excitement for all Dynamics users is the new integration with LinkedIn Sales Navigator. Today’s blog will outline a few of the benefits that we are most excited about!

Identify Higher Quality Leads/Build Better Pipeline

The Dynamics 365 and LinkedIn integration brings troves of valuable information found within LinkedIn profiles, right into Dynamics 365. Now, salespeople can tap into their professional networks and relationships to create a pipeline that they have better insight into than ever before possible.

Icebreakers: By viewing a person’s LinkedIn highlights, activities, and more, salespeople will be able to come up with more relevant icebreakers to get the conversation going and go into meetings with more confidence.

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Get Introduced: By viewing LinkedIn connections, salespeople will be able to find the best channel for an introduction.

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Related Leads: This integration will also give salespeople suggestions for potential leads, by highlighting leads with similar profiles.

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Stay on top of Activities

inMail and regular messages exchanged through LinkedIn can be selectively synchronized to Dynamics as specialized LinkedIn activities. LinkedIn notes can also be selectively synchronized to their corresponding Contact and Account entities on Dynamics.

4 1 How Microsoft’s Acquisition of LinkedIn is Revolutionizing the Sales Game for Dynamics 365 Users

Exciting stuff right?! And this is only the beginning. Microsoft is heavily investing on continuing to enhance the innovation to this exciting integration. To get the connector for Dynamics 365 and LinkedIn on AppSource, click here.

Happy Dynamics 365’ing!

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PowerObjects- Bringing Focus to Dynamics CRM

PayPal Lets Messenger Users Send Money to Buddies

PayPal on Friday announced the immediate availability of its peer-to-peer payment service on Facebook Messenger, making it easy to exchange money between friends and family.

paypal mobile PayPal Lets Messenger Users Send Money to Buddies

PayPal also introduced its first-ever customer service bot, which gives Messenger customers payment and account support right in the app.

An agreement struck last year with Facebook allowed 2.5 million PayPal customers in the U.S. to connect their accounts with Messenger and use PayPal to shop on Messenger, as well as to communicate with other PayPal users, noted COO Bill Ready.

PayPal is the leader in P2P payments, he pointed out, with US$ 24 billion in volume during the third-quarter of 2017, up 47 percent year-over-year.

“We’ve seen interest from the 2.5 million people who have connected their PayPal accounts to Facebook Messenger that they would like to use this as a way to communicate with us,” said PayPal spokesperson Juliet Niczewicz.

Further, “the new PayPal bot for Messenger will enable people to have meaningful customer service interactions,” she told the E-Commerce Times, “such as resetting passwords, handling account inquiries, and helping with refunds or payment issues so they can handle their business in the context they are in.”

84899 620x292 small PayPal Lets Messenger Users Send Money to Buddies

Click Image to Enlarge

PayPal previously entered deals with Apple’s Siri to do transactions with voice commands, Niczewicz noted. It also partnered with Microsoft to allow money to be sent using Skype’s chat function.

PayPal earlier this year launched a bot on Slack that allows users to send payments while inside a Slack conversation, she added.

Payments can be made in Messenger by pressing the blue plus icon when composing a message and then tapping the green payments button.

To use the bot, customers can look for PayPal in the search field, type a message to PayPal, and the bot will appear inside the Messenger app. Customers needing further help can choose to connect to live PayPal customer service.

Expanding Messenger

Facebook originally enabled the sending of payments through Messenger more than two years ago, according to spokesperson Jennifer Hakes. That functionality required customers to enter a Visa or Mastercard debit number issued by a U.S. bank into Messenger, and it offered the option of adding a PIN for greater security.

Facebook has adopted a strategy of creating a broad consumer technology platform and working to keep users within it by offering services through Messenger, observed Jack Kent, director for operators and mobile media at IHS Markit.

“Making Messenger more of a platform for commerce and transactions also serves Facebook’s wider ambitions to drive platform monetization,” he told the E-Commerce Times. “Bringing payments and advertising closer together can help drive up the value of ads and promotions inside the app.”

Chatbots help customers deal with straightforward transactions like reorders, sending gift cards or paying bills, said Cindy Zhou, principal analyst at Constellation Research.

Promoting commerce inside a messaging app has been a standard tool in Asia for years — for example, with WeChat in China, she told the E-Commerce Times.

It has started to take hold in the U.S., she noted, with rival social media platforms embracing in-app commerce. Pinterest has introduced buyable pins, for example, and users can shop on Instagram.

While there appears to be a heightened in interest in automating these transactions, customers may rebel against having to interact with intelligent bots instead of live customer service agents, suggested Paula Rosenblum, managing partner at
RSR Research.

“Have customers embraced outsourced, scripted customer service reps who know nothing about the country or the products they’re supporting? No they have not,” she told the E-Commerce Times.

The best customer service often results form shaming companies over social media, Rosenblum said, based on her experience.

“Otherwise I end up with one of those scripted reps,” she said, “and it drives me nuts.”
end enn PayPal Lets Messenger Users Send Money to Buddies

David Jones is a freelance writer based in Essex County, New Jersey. He has written for Reuters, Bloomberg, Crain’s New York Business and The New York Times.

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CRM Buyer

​Plume​ ​Labs​ ​launches​ ​Flow,​ ​an AI-powered​ ​air quality​ ​tracker​ to help users avoid pollution

 ​Plume​ ​Labs​ ​launches​ ​Flow,​ ​an AI powered​ ​air quality​ ​tracker​ to help users avoid pollution

Expanding beyond apps into hardware for the first time, Plume Labs today unveiled a personal air quality monitor that taps into the company’s artificial intelligence system.

Dubbed Flow, the device will cost $ 199 but is now available for preorders at a reduced price of $ 139. Flow​ ​extends Plume’s original AI-powered app that delivers real-time information about pollution levels to help users avoid the health hazards associated with fluctuating particulate levels.

In addition, data collected from Flow feeds back into Plume’s larger dataset, which is drawing information from government pollution sensors around the world.

“At a time of crisis, when the environmental agenda is under question, Flow can help citizens take their environmental health into their own hands,” said Plume CEO and cofounder Romain Lacombe in a statement. “With personal sensors, actionable advice, and crowdsourced data, we can arm people and communities with the tools to tackle the dramatic urban air pollution crisis — and help all of us find clean air, together.”

Do you have an AI strategy — or hoping to get one? Check out VB Summit on Oct 23-24 in Berkeley, a high-level, invite-only AI event for business leaders.

Read more: With air pollution app, Plume Labs wants to prove that big data and open government can save lives

Plume, originally based in Paris, was founded in 2014 by Lacombe and David Lissmyr. Last December, the company raised $ 4.5 million in venture capital. It also recently launched its API Plume.io to let third parties tap into its pollution forecasting system. Plume is now based in San Francisco after participating in the Stanford University startup accelerator program StartX over the summer.

While the company has been known for its app and AI work, it has been working on Flow for almost three years, in partnership with the Imperial College London. Flow was also created with the help of noted design firm Frog. Over the past three months, a prototype has been tested by volunteers in London to map that city’s pollution issues.

“Over the past three years, we have been perfecting Flow’s custom sensing technologies and environmental AI in partnership with renowned environmental researchers from institutions such as Imperial College London and France’s CNRS-LISA, to build the most comprehensive personal air quality tracking technology on the market,” said Lissmyr, in a statement.

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Big Data – VentureBeat

China Telecom Reaches Over 161 Million 4G Users

China Telecom added 2.66 million new mobile users in August, reaching a total of 235.49 million users.

China Telecom added 4.71 million new 4G users, accumulating a total of 161.76 million 4G users by the end of the reporting period, according to the company’s recently published its operating statistics for August 2017.

China Telecom’s fixed-line phone users decreased by 370,000 to 123.6 million in August 2017; while its fixed-line broadband service gained 800,000 new users to 129.77 million.

By the end of June 2017, China Telecom’s FTTH users reached about 117.23 million, representing a net increase of about 11.24 million users during the first half of 2017.

According to China Telecom’s latest financial statistics, the company realized operating revenue of CNY184.118 billion in the first half of 2017, a year-on-year increase of 4.1%. Of the total operating revenue, service revenue was CNY165.847 billion, a year-on-year increase of 6.8%. The company’s net profit attributable to shareholders was CNY12.537 billion, a year-on-year increase of 7.4%.

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Webinar 9/28: Power BI Modeling Best Practices for Business Users by Avi Singh

Join me and Avi for a another great webinar! In this webinar Avi will take a look at his favorite topic…modeling!

Session Title and Abstract: 

Power BI Modeling Best Practices for Business Users by Avi Singh

Power BI is a great tool for Business users everywhere. However, when I walk into a client and open their existing Power BI Models, I cringe! In one word, I find them “ugly”. Learn-on-your-own business users, often lack the core principles and guidelines for Power BI Modeling.

In this session, I want to share with you the key best practices and guidelines for building Power BI Models, which would make your Power BI models “beautiful”, inside and out icon smile Webinar 9/28: Power BI Modeling Best Practices for Business Users by Avi Singh

For other great Youtube videos by Avi make sure and check out his feed at: https://www.youtube.com/PowerBIPro 

When: 10AM Sept 28th 2017

Where: https://www.youtube.com/watch?v=pvIVMEFQokE

Avi Singh is a Power BI trainer and consultant based out of Seattle. He is a Microsoft MVP, co-author of the top-selling book “Power Pivot and Power BI: An Excel User’s Guide” and a regular speaker at conferences and user events. 

Avi has personally experienced the transformation and empowerment that Power BI can bring, going from an Excel user to building large-scale Power BI solutions. His mission now is to spread the word and share his knowledge about Power BI. 

You can follow him on his blog at www.avising.com or video blog at https://www.youtube.com/PowerBIPro 

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Microsoft Power BI Blog | Microsoft Power BI

What’s New in Spotfire: What Users Say, August 2017

tr blog1 What’s New in Spotfire: What Users Say, August 2017

On TrustRadius, a community of professionals sharing software reviews, software discussions, and best practices, one user (a product manager for a mobile analytics cloud platform company with 5,000+ employees) says:

“Spotfire is being used by several departments across the organization. Spotfire provides us with the ability to create visualizations and dashboards from the data that we have collected. In addition, it allows us to build and deploy complex predictive models. The business problems that it solves are: 1) what are the characteristics of our device performance and can we see/understand aberrations in that activity, and; 2) what do our financials look like and how are we as an organization performing, what are the issues we face, and, can we project/forecast upcoming performance and issues.”

One of the three aspects of predictive analytics in Spotfire includes Spotfire Statistics Services that allows a business user who doesn’t have expertise in statistics to use the most relevant predictive analytics available. Here’s how:

Scarce technical resources (data scientists) prototype analyses in their environment of choice (R, SAS, etc.), specifying the types of inputs and outputs expected, then deploy the analysis to Spotfire Statistics Services. That deployment makes it available to Spotfire application developers who, without any coding or any deep understanding of the details, can integrate the analysis into a Spotfire application. So, with Spotfire, you can easily provide relevant advanced analytics to a community of users. Learn more about Spotfire and predictive analytics:

Share your thoughts about TIBCO Spotfire on TrustRadius.

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The TIBCO Blog

Empower Business Users to Integrate on Their Own—Without IT!

rsz bigstock 183638470 Empower Business Users to Integrate on Their Own—Without IT!

Digital transformation cannot happen in a company if it’s only an IT-driven venture. Line of business users need to be involved to drive today’s business transformations forward. Digital transformation also requires modernizing legacy systems. Connecting everything and sharing data is a crucial step towards modernization. But how can you accomplish these two very difficult, but crucial steps quickly, easily, and without too much cost?

Fortunately, there is a solution that can connect everything in your organization, without the need for IT and harrowing, difficult integrations. These systems, also known as an iPaaS (integration platforms as a service), offer a one-stop shop to create, deploy, and test all of your integrations. They can connect cloud to ground, cloud to cloud and everything in between, at a reasonable subscription cost. With an iPaaS, users can easily and quickly collect and share data between all of their systems so you can get a complete view of customers and your business. And, it works just like all of your other SaaS apps. You just log-in and start integrating.

TIBCO’s iPaaS, TIBCO Cloud Integration, is unique. It is the only integration platform designed for users of all technical levels, designed to support reuse through API-lead functionality, and built on open source. It’s a revolutionary solution on the market today. TIBCO Cloud Integration:

  • Automates everyday workflows
  • Gives you quick time to results
  • Offers a low barrier to entry (both with cost and ease of use)
  • Connects all of your SaaS apps without IT

Come see TIBCO Cloud Integration in action in a series of upcoming live demos.

The live demos are running through November. Bring your questions and use cases as these are meant to be highly interactive sessions. We also recommend you start your TIBCO Cloud Integration trial so you can follow along in real time.

See you at the demos!

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The TIBCO Blog

What’s New in Spotfire: What Users Say, May 2017

tr What’s New in Spotfire: What Users Say, May 2017

On TrustRadius, a community of professionals sharing software reviews, software discussions, and best practices, an R&D professional in Pharmaceuticals says:

Spotfire is very powerful and useful for in depth analysis of large volumes of data. It has multiple ways of visualizing and filtering data that helps to identify trends which are not visible in raw data.”

One of the ways Spotfire is so powerful is how it quickly helps all types of users, both novice and experienced, understand which of those “multiple ways of visualizing and filtering data” will work best for the data they have at hand.

Get the whitepaper, Analytics for the People: Making data analytics more accessible, no matter who you are to learn about three concrete strategies for helping all the people in your organization use data analytics for smart analysis, decision-making, and more.

For a free, online, interactive introduction to these Spotfire features and others, sign-up for a live Spotfire demonstration.

Share your thoughts about TIBCO Spotfire on TrustRadius.

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The TIBCO Blog