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Tag Archives: Management

Dynamics 365 CE On Premises: SQL Server TempDB Management

January 10, 2021   Microsoft Dynamics CRM

SQL Server TempDB Management

The right management of TempDB is crucial to deliver good performance. It may have impact in many other SQL Server configurations, e.g. Isollation Level RCSI – Read Committed Snapshot Isollation, that makes extensive use of TempDB, so its design must be well tuned.

Let’s suppose you currently have configured your CRM database with 4 data files and 1 Log, and yoy have 4 processors in your SQL Server machine. This configuration is right according the standard recommendation on KB 2154845, but you may have observed that the number of processors of SQL Server is low and its consumption may be up to 100% during the day. As the number of processors increases, consider increasing the number of data files in TempDB to maximize disk bandwidth and reduce contention in allocation structures. As a general rule, if the number of logical processors is less than or equal to eight (8), use the same number of data files as the logical processors. If the number of logical processors is greater than eight (8), use eight data files. If there is contention, increase the number of data files in multiples of four (4) to the number of logical processors until the contention is reduced to acceptable levels. For more information on this configuration, see Microsoft KB 2154845.

tempdb Dynamics 365 CE On Premises: SQL Server TempDB Management

Walter Carlin – MBA, MCSE, MCSA, MCT, MCTS, MCPS, MBSS, MCITP, MS

Senior Customer Engineer – Dynamics 365 – Microsoft – Brazil

0456.microsoft Dynamics 365 CE On Premises: SQL Server TempDB Management

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Dynamics 365 Customer Engagement in the Field

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Teradata Named a Cloud Database Management Leader in the 2020 Gartner Magic Quadrant for Cloud Database Management Systems

January 10, 2021   BI News and Info
teradata logo social Teradata Named a Cloud Database Management Leader in the 2020 Gartner Magic Quadrant for Cloud Database Management Systems

Teradata Vantage Also Ranked Highest in Three Out of Four Use Cases in the 2020 Gartner Critical Capabilities for Cloud Database Management Systems for Analytical Use Cases

Teradata (NYSE: TDC), the cloud data analytics platform company, today announced it has been recognized as a Leader in the 2020 Gartner Magic Quadrant for Cloud Database Management Systems, issued November 23, 2020 by analysts Donald Feinberg, Merv Adrian, Rick Greenwald, Adam Ronthal and Henry Cook. Gartner evaluates vendors placed in the Magic Quadrant for Cloud Database Management Systems on completeness of vision and ability to execute following detailed research.

In tandem, Teradata Vantage – the company’s hybrid multi-cloud data analytics software platform – was also recognized with the highest scores in three out of four use cases in the 2020 Gartner Critical Capabilities for Cloud Database Management Systems for Analytical Use Cases, issued November 24, 2020 by analysts Henry Cook, Donald Feinberg, Merv Adrian, Rick Greenwald, and Adam Ronthal. Among the 16 vendors evaluated, Teradata ranked highest in three out of four analytical uses cases – Traditional Data Warehouse, Logical Data Warehouse, and Data Science Exploration/Deep Learning – and ranked second in Operational Intelligence.

“Teradata is committed to providing the best enterprise data analytics in the cloud – period. This means offering our customers a modern data analytics platform that can handle the large and complex workloads that Teradata is known for, and flexible deployment options that don’t limit choice or lock them in,” said Steve McMillan, CEO, Teradata. “We’re the only data warehouse and analytics provider with hybrid multi-cloud offerings across the top three public cloud vendors, providing the same software, features, and experience regardless of environment. This recognition from Gartner validates the strength of our cloud position and further underscores the commitment to our customers to meet them wherever they are on their cloud journey.”

Teradata’s unique hybrid and multi-cloud offerings have become critical differentiators in the Cloud Database Management Systems market. According to Gartner, “The capability to work across intercloud, multicloud and hybrid is increasingly important. This will likely become a prerequisite for these systems.”

Gartner defines the Cloud Database Management Systems (DBMS) as a fully provider-managed public or private cloud software system that manages data in cloud storage. These management systems include specific optimization strategies designed for supporting traditional transactions and/or analytical processing covering one or more of the following seven use cases: Traditional and Augmented Transaction Processing; Traditional and Logical Data Warehouse; Data Science Exploration/Deep Learning; Operational Intelligence; and Stream/Event Processing. Data is stored in a cloud storage tier (e.g., cloud object store, HDFS or other proprietary cloud storage infrastructure), and may use multiple data models — relational, non-relational (document, key-value, wide-column, graph), geospatial, timeseries and others.

Teradata Vantage is the leading hybrid multi-cloud data analytics software platform that enables ecosystem simplification by unifying analytics, data lakes and data warehouses. With Vantage, enterprise-scale companies can eliminate silos and cost-effectively query all their data, all the time, regardless of where the data resides – in the cloud, on multiple clouds, on-premises or any combination thereof – to get a complete view of their business. And now, Teradata is the only data warehouse and analytics provider with hybrid multi-cloud offerings across the top three public cloud vendors, offering maximum flexibility and choice to its enterprise customers.

To learn more visit here.

Gartner Disclaimer
Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

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Auto Scheduling, Territory Management and More Exciting Updates in your Favorite Maps Integration App for Dynamics 365 CRM/Power Apps December Release!

January 9, 2021   Microsoft Dynamics CRM

Prepare to become more of a fan of your favorite mapping solution within Dynamics 365 CRM / Power Apps with Maplytic’s December 2020 release! This release is dedicated to enhance popular features that are highly useful to the management teams.

The advancements to the features in this release will allow managers to optimize the creation of their schedules, automate their territories creation, do more with Detail Map without switching screens, and optimize their security access process!

So without further ado, let’s unpack this latest release!

Feature Upgrade #1: Advanced Auto Scheduling

With the latest Auto Scheduling feature Auto Scheduling feature, managers and admins can create an automated schedule for multiple users at once. The routes for different users will be shown in different colors on the map. They can also choose to show the routes planned for the selected days only to the required users.
Along with this multi-user scheduling convenience, managers can also consider the existing meetings of their field reps while planning as well as set other advanced preferences.

xadvance auto scheduling 625x286.png.pagespeed.ic.Vyo44cUw7r Auto Scheduling, Territory Management and More Exciting Updates in your Favorite Maps Integration App for Dynamics 365 CRM/Power Apps December Release!

Feature Upgrade #2: Auto Creation and Drafting Territories

Territory Management just got easier. This latest release allows users to automate their territory management. Users simply have to enter the required records and the regions for creating the territories, enter the number of territories to be created and run the territory operation. Maplytics will start intelligently calculating the inputs and then distribute the plotted records into the territories created and provide the desired number of balanced territories.

xcreate territory 1.png.pagespeed.ic.5ihlUp5gDt Auto Scheduling, Territory Management and More Exciting Updates in your Favorite Maps Integration App for Dynamics 365 CRM/Power Apps December Release!

xauto creation 625x299.png.pagespeed.ic.zfbLujZW6S Auto Scheduling, Territory Management and More Exciting Updates in your Favorite Maps Integration App for Dynamics 365 CRM/Power Apps December Release!

Draft Territories

Couldn’t create all the territories you wanted in one go? Unsatisfied with the created territories and want to rework? Need to re-optimize territories after feedback? Whatever the reason, Maplytics can help in any situation. Users can now leave their half-completed or under-progress territories as a draft and continue on the same before finalizing and creating territories in the CRM. There are no limits on the rework process, after every rework users can choose to finalize and create the territories or simply save it again as a draft.

xdraft territory 625x295.png.pagespeed.ic.Jzsa4LG3on Auto Scheduling, Territory Management and More Exciting Updates in your Favorite Maps Integration App for Dynamics 365 CRM/Power Apps December Release!

Feature Upgrade #3: Detail Map Control

PowerApps Component Feature (PCF) allows users to perform actions without switching screens. The most recent release added four PCF controls and Detail Map PCF controls and Detail Map was one of them. It enabled the users to perform some of the Maplytics features like Proximity search, Route Optimisation, Categorisation, and POI on the dataset page itself without switching to any map pages.

This release takes the efficiency of Detail Map PCF Control forward and allows users to use more Maplytics feature within the Detail Map control. Users can plot multiple data sources, categorize multiple data source based on respective attributes selected, plot data By Region or By Drawing and also plot the current GPS location as the current location on the map while using the mobile.

xdetail map control 625x294.png.pagespeed.ic.A4WTgUcG d Auto Scheduling, Territory Management and More Exciting Updates in your Favorite Maps Integration App for Dynamics 365 CRM/Power Apps December Release!

Feature Upgrade #4: Selective Security Access to multiple users and teams

Security is an integral factor in any organization. Maintaining a strict need-to-know and need-to-access system helps businesses maintain confidentiality and data integrity. With Maplytic’s Security Templates Maplytic’s Security Templates, managers and admins could achieve this by providing selective access of Maplytics actions to their users or teams. This feature allowed them to create a template with selective actions enabled and then assign it to the required Maplytics users.

We went a step further and added a level of efficiency to this by providing the ability to assign the template to many users or teams at once. Bulk assigning can be done by selecting multiple users or even the whole team that needs to be assigned with a template. Tracking is also easy because managers or admins can keep a track of which Maplytics features each user has access to.

xselective security access 625x293.png.pagespeed.ic.brrbpYKoLQ Auto Scheduling, Territory Management and More Exciting Updates in your Favorite Maps Integration App for Dynamics 365 CRM/Power Apps December Release!

This was the latest updates from the latest 2020 December release! With Automated Territory creation, Multi-user Appointment Planning, Advanced Detail Map PCF control, and bulk security templates, users can truly tap into the convenience and intelligence provided by Maplytics.

So what’s the wait? Upgrade your Maplytics version to this latest Maplytics solution to enjoy the upgraded benefits! You can also send us an email at crm@inogic.com to get a live demonstration of all the latest features.

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CRM Software Blog | Dynamics 365

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Document/Attachment Management limitations within Dynamics 365 and how to overcome them!

December 13, 2020   CRM News and Info

xa2d blog 2 625x357.jpg.pagespeed.ic.5OmW8mgxqY Document/Attachment Management limitations within Dynamics 365 and how to overcome them!

Dynamics 365 CRM unlocks the abilities of organizations to do more with their data. From customer engagement to document storage and management, Dynamics 365 has got it all. However, no product is flawless in every aspect; it comes with certain limitations and roadblocks. One such limitation is related to document storage and management within Dynamics 365. When it comes to cloud storage for storing documents, Dynamics 365 only allows a single native option of SharePoint cloud storage. Moreover, this comes with a default base level quota for 10GB storage. All organizations reach the free storage limit in Dynamics 365 sooner or later and the additional costing per GB can be too cost intensive.

Wouldn’t it be better to have the option to store and manage your documents on your choice of cloud storage? It’s possible with Attach2Dynamics, a Preferred Solution on Microsoft AppSource. Attach2Dynamics is an Inogic solution that provides native integration between CRM and multiple cloud storage like SharePoint, Dropbox and Azure Blob Storage as shown below. Users are free to choose their connector, integrate their respective chosen Cloud Storage and then store and manage their attachments/documents in the integrated Cloud Storage seamlessly using Attach2Dynamics.

xAttachment Management limitations within Dynamics 365 and how to overcome them 1 625x417.png.pagespeed.ic.lSBGQOSGYk Document/Attachment Management limitations within Dynamics 365 and how to overcome them!

What more can you do with Attach2Dynamics? Along with overcoming the limitation of single cloud storage, Attach2Dynamics offers many must have features like drag and drop attachments, bulk migration of history attachments, upload, download, delete to and from SharePoint, Dropbox, Azure blob, etc. The highlight is that all these actions can be done right from within Dynamics 365 using the easy to use Attach2Dynamics UI. So let’s unpack some of these most popular features in Attach2Dynamics that allow you to make attachment storage and management easy and efficient.

Get an enhanced user experience with Drag & Drop

With Attach2Dynamics, it’s impossible to not get attached to the convenience. Attach2Dynamics unboxes with a user-friendly interface that makes copying/moving files a piece of cake. It allows users to comfortably drag and drop multiple files and folders from Dynamics 365 CRM to Dropbox, SharePoint and Azure Blob Storage. Once users have copied/moved all their required files they have the option to view all the files and folders that have been copied/moved in one glance with the help of Attach2Dynamics.

xAttachment Management limitations within Dynamics 365 and how to overcome them 2 625x420.png.pagespeed.ic.7dMsHYq2cG Document/Attachment Management limitations within Dynamics 365 and how to overcome them!

Do more with less effort with Bulk Migrate

Document management with Attach2Dynamics is all about efficiency and a hassle free experience. Users can use Bulk Migration Jobs to Copy/Move History Notes, Email and Sales Literature Attachments from Dynamics 365 CRM to SharePoint, Dropbox and Azure Blob Storage.

To make it easy to keep a track of the migrated files, Bulk Migration provides a detailed status on the files that are migrated. Therefore, users can easily view the migrated information. Consider a case where a user has to move their emails of last ‘n’ number of weeks from Dynamics 365 CRM to configured cloud storage, with Attach2Dynamics, bulk migration is only a single click! This makes migration straightforward and simple, allowing users to rapidly free up more space in their Dynamics 365 CRM.

xAttachment Management limitations within Dynamics 365 and how to overcome them 3 625x256.png.pagespeed.ic.TxcqNqf1XU Document/Attachment Management limitations within Dynamics 365 and how to overcome them!

Maintain easy control with Security Templates

Attach2Dynamics grants access to control user actions by setting necessary permissions for users. Users can Upload, Rename, Download, Email, Copy Link and Delete files from configured cloud storage if they have the necessary permission for it.

Managers can use the Security Templates feature of Attach2Dynamics to set permissions for all the user actions in configured cloud storage on the selected files and folders as shown below.

xAttachment Management limitations within Dynamics 365 and how to overcome them 4 625x262.png.pagespeed.ic.J0SNyGLVK2 Document/Attachment Management limitations within Dynamics 365 and how to overcome them!

So here was your roadmap to overcome the limitation of the document/attachment storage and management and an alternate solution with Attach2Dynamics within Dynamics 365. If you would like to journey this roadmap with our Attach2Dynamics solution, you can head to our Website or go to Microsoft AppSource to download a FREE 15 DAYS TRIAL.

So until next time –overcome these difficult times and stay safe!

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CRM Software Blog | Dynamics 365

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Complete Field Service Solution with Auto Scheduling, Optimized Routes, Check In-Out, Territory Management, Radius search, et al, within Dynamics 365 CRM / PowerApps!

November 25, 2020   CRM News and Info

xComplete Field Service Solution with Auto Scheduling Optimized Routes Check In Out Territory Management Radius search et al within Dynamics 365 CRM PowerApps 625x357.jpg.pagespeed.ic.wCFmG3bH y Complete Field Service Solution with Auto Scheduling, Optimized Routes, Check In Out, Territory Management, Radius search, et al, within Dynamics 365 CRM / PowerApps!

At the heart of any company’s success are its customers. The success and growth curve of any company can be predicted by gauging its customer satisfaction levels and market reputation. One vital component that has a significant effect on these attributes is the quality of customer field service. Are they quick? Are they thorough? Are they reliable? Are they worth the cost? These are just some of the questions that an organization has to prove for every customer they have.

With Dynamics 365 CRM, Microsoft has allowed organizations to leverage data and understand where their customers are and when is the ideal time for them to show up. With the emphasis on a customer-first approach, ‘ask and you shall be given’, has become the norm in customer engagement and support. Booking for services like consultations, deliveries, repairs, etc. at a customer’s fingertips has made convenience a necessity rather than a luxury.

This makes on-field customer servicing an essential business process for many organizations. Companies turn to technology for helping their managers in allocating, routing, and managing their field service agents as well as optimizing and maximizing the overall efficiency of their end-to-end field service process.

This is where Maplytics comes in! Maplytics Field Service Solution handles all your field service requirements as an end-to-end Field Servicing Solution Our efforts in creating this solution have even been rewarded with the community’s constant appreciation and Microsoft’s Preferred Solution badge on Microsoft AppSource.

The best way to grip the power of Maplytics end-to-end Field Service Solution is to see it in action! So let’s explore this with a use case. Consider Josh is the manager at a fast-growing carpentry company ‘BuildsThat Last.’ His company is getting recognition for its quick carpentry services and quality customer support.

Josh has a group of total 7 field service agents under his management and today he is managing one of the highest sales regions, Staten Island, New York. On average, they get a minimum of 10-15 customers daily from this region and his responsibility is to serve all of them. Therefore he has two of his best field agents, William and Joe, prepped to be deployed.

Mindful of the volume of requests, Joshis committed to do an exceptionally good job. He is handy with Maplytics so he knows he will have no trouble allocating route-optimized schedules that will save his field agent’s time and transportation costs. Josh uses the Auto Scheduling feature of Maplytics to do this. First, he plots all Active Cases on the map as shown below and then uses the Auto Scheduling option in Mass Actions to open the Auto Scheduling card.

xComplete Field Service Solution with Auto Scheduling Optimized Routes Check In Out Territory Management Radius search et al within Dynamics 365 CRM PowerApps 1 625x320.png.pagespeed.ic.mYJC qQMzY Complete Field Service Solution with Auto Scheduling, Optimized Routes, Check In Out, Territory Management, Radius search, et al, within Dynamics 365 CRM / PowerApps!

Now Josh selects Joe and William as the users for whom the schedule is to be generated. To keep the integrity of previously created schedules intact, Josh thinks to select the checkbox of Consider Existing Meetings. This option would take the existing meeting of his field agents into consideration while generating the schedule. He can also choose whether to add these existing meetings to their current schedule or reschedule them. But when checked, he finds his field agents don’t have any existing meetings on the current day, so he decides to leave it unchecked.

xComplete Field Service Solution with Auto Scheduling Optimized Routes Check In Out Territory Management Radius search et al within Dynamics 365 CRM PowerApps 2 625x320.png.pagespeed.ic.aJmwt eL5i Complete Field Service Solution with Auto Scheduling, Optimized Routes, Check In Out, Territory Management, Radius search, et al, within Dynamics 365 CRM / PowerApps!

He then uses the Advanced Preferences option to set a maximum of 10 meetings in a day where each meeting lasts 30 minutes or less. If there was a situation where Josh experienced a spike in requests, he could easily create a multi-day schedule to resolve all requests in a span of multiple days. Once all the preferences are set, he clicks Proceed to create the Auto Schedule.

xComplete Field Service Solution with Auto Scheduling Optimized Routes Check In Out Territory Management Radius search et al within Dynamics 365 CRM PowerApps 3 625x320.png.pagespeed.ic.9T7NVmBim5 Complete Field Service Solution with Auto Scheduling, Optimized Routes, Check In Out, Territory Management, Radius search, et al, within Dynamics 365 CRM / PowerApps!

Josh now has an optimized schedule for his field reps that was created within minutes using Auto Scheduling! The color-coded nature of the routes makes it simple to clearly distinguish between Joe’s and William’s routes.

xComplete Field Service Solution with Auto Scheduling Optimized Routes Check In Out Territory Management Radius search et al within Dynamics 365 CRM PowerApps 4 625x320.png.pagespeed.ic.YVhYT7xjJx Complete Field Service Solution with Auto Scheduling, Optimized Routes, Check In Out, Territory Management, Radius search, et al, within Dynamics 365 CRM / PowerApps!

Josh then creates an activity for this schedule. He chooses to create an appointment and fills in all the required details as shown below. Once filled, he creates this activity for William and Joe.

xComplete Field Service Solution with Auto Scheduling Optimized Routes Check In Out Territory Management Radius search et al within Dynamics 365 CRM PowerApps 5.png.pagespeed.ic.oKFBDswIq8 Complete Field Service Solution with Auto Scheduling, Optimized Routes, Check In Out, Territory Management, Radius search, et al, within Dynamics 365 CRM / PowerApps!

Now let’s transition to the other end of the solution. Once the activity is created by the manager, the field agents can then go to the field and start using the Maplytics app on their mobiles or tablets. They can start navigation on their assigned routes using either Google Maps or Waze App and view turn-by-turn navigation while following the route on the field.

Let’s shift to the perspective of the on-field agent William and explore his experience with Maplytics. William has a schedule assigned to him for the day and he’s ready to get started. Firstly, he opens the schedule assigned to him on the map to understand his day as shown below. Once plotted, he clicks on the Navigate button to start his schedule.

xComplete Field Service Solution with Auto Scheduling Optimized Routes Check In Out Territory Management Radius search et al within Dynamics 365 CRM PowerApps 6 313x625.png.pagespeed.ic.dnSVX12 o7 Complete Field Service Solution with Auto Scheduling, Optimized Routes, Check In Out, Territory Management, Radius search, et al, within Dynamics 365 CRM / PowerApps!

As William clicks on the Navigate button, he gets redirected to Google maps where he can easily view the route for turn-by-turn directions. This happens because Williams has set the ‘Navigation Within’ option to Google App in the user configuration detail record.

xComplete Field Service Solution with Auto Scheduling Optimized Routes Check In Out Territory Management Radius search et al within Dynamics 365 CRM PowerApps 1 300x625.jpg.pagespeed.ic.QBLY6u5rWH Complete Field Service Solution with Auto Scheduling, Optimized Routes, Check In Out, Territory Management, Radius search, et al, within Dynamics 365 CRM / PowerApps!

Following directions is a piece of cake now with the easy-to-follow directions on the map. With the optimized route and the turn-by-turn navigation, William reaches the destination in the least time possible. When he reaches the service location, he uses the Check-In button to register his arrival to the service site as shown below.

xComplete Field Service Solution with Auto Scheduling Optimized Routes Check In Out Territory Management Radius search et al within Dynamics 365 CRM PowerApps 7 313x625.png.pagespeed.ic.ifEzop6fQd Complete Field Service Solution with Auto Scheduling, Optimized Routes, Check In Out, Territory Management, Radius search, et al, within Dynamics 365 CRM / PowerApps!

William’s appointment is for the inspection and restoration of an antique table. He diligently begins to inspect the table but after 10 minutes she concludes that the table is beyond the scope of restoration and deems it as a lost cause. He uses the Check-Out button to register that he is done with the appointment. Now since his appointment is cut short he’s left with free time. William sees this as an opportunity and quickly decides to schedule another meeting with a nearby customer.

To do this, he opens Maplytics on his phone and clicks the Locate Me button on the Detail Map to plot his current GPS location. Next, he opens his Plot Records card and enters a 2 and 3-mile radii as Search Radius since his next location is more than 3 miles away. He then selects Leads as the data source, My Open Leads as the View and then hits the Search button.

xComplete Field Service Solution with Auto Scheduling Optimized Routes Check In Out Territory Management Radius search et al within Dynamics 365 CRM PowerApps 8 300x625.png.pagespeed.ic.r QbqlXGrp Complete Field Service Solution with Auto Scheduling, Optimized Routes, Check In Out, Territory Management, Radius search, et al, within Dynamics 365 CRM / PowerApps!

Now William has all the leads plotted on the map which lie within 2 to 3 miles from his current location as shown below.

xComplete Field Service Solution with Auto Scheduling Optimized Routes Check In Out Territory Management Radius search et al within Dynamics 365 CRM PowerApps 9 313x625.png.pagespeed.ic.vGpzgVdaSw Complete Field Service Solution with Auto Scheduling, Optimized Routes, Check In Out, Territory Management, Radius search, et al, within Dynamics 365 CRM / PowerApps!

He uses the tooltip cards of the respective pushpins and looks at the Line-of-Sight Distance as shown below to understand which location is the nearest and most suitable to him from his current location. He sees that the closest customer is only .40 miles and it is also aligned with the route to his next customer! William proceeds to contact the customer to seek confirmation for a preponed service. Once he receives a confirmation, he makes his way to the customer’s location by right-clicking on their pushpin and adding it to the route. He uses Check In to register his appointment, performs the service, Checks Out, and moves on to continue with his remaining schedule.

xComplete Field Service Solution with Auto Scheduling Optimized Routes Check In Out Territory Management Radius search et al within Dynamics 365 CRM PowerApps 10 313x625.png.pagespeed.ic.xf iea IUI Complete Field Service Solution with Auto Scheduling, Optimized Routes, Check In Out, Territory Management, Radius search, et al, within Dynamics 365 CRM / PowerApps!

While the field agents are continuously logging their progress, Josh can monitor how many requests have been met and also track the agents who are fulfilling the maximum numbers of requests by plotting the Check-Ins and Check-Outs on the map. This gives him an overview of the day’s performance by the entire team and individuals.

The above use case illustrates just a glimpse into the everyday life made simple for the managers and field agents in the organization using Maplytics’ end-to-end field service solution. While this solution simplifies organizing and managing field agents for managers, it optimizes convenience and maximizes productivity for the field agents.

Maplyticsis a 360-degree geo-analytical solution that revolves around customer satisfaction and therefore, you can find a huge array of other productivity-enhancing features that allow you to auto create territories, manage territories, perform along the route search, set area of service, and much more within the Maplytics features set!

So if customers are your priority and you would like to introduce the next level of intelligence for your field service, you need to get hands-on experience of Maplytics today with our free 15-day trial. You can download Maplyticsfrom our Website or Microsoft AppSource (don’t forget to check out our shiny official badge of Preferred Solution there!)

Need someone to walk and talk you through this end-to-end solution? We’ve got our support team waiting for you just an email away. You can draft now and click crm@inogic.com to get started with your free and personalized Maplytics demo!

Until the next time –we’ll be around on your map!

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CRM Software Blog | Dynamics 365

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Top 5 reasons why Attach2Dynamics is preferred document management app within Dynamics 365 CRM for SharePoint, Dropbox and Azure Blob!

October 17, 2020   Microsoft Dynamics CRM

xa2d blog crm 625x357.jpg.pagespeed.ic.Pfp8d4nhnQ Top 5 reasons why Attach2Dynamics is preferred document management app within Dynamics 365 CRM for SharePoint, Dropbox and Azure Blob!

One of the important roles of Dynamics 365 CRM is to provide structured document management functionalities. As documents in Dynamics 365 CRM are stored as attachments or Note records, managing large number of documents becomes quite complex. And the higher the size of the database, the costlier it gets for buying more storage. Hence, a solution that provides seamless integration of Dynamics 365 CRM with cloud storage of your choice for document management becomes a necessity.

Attach2Dynamics, as the name implies, is a Microsoft Preferred Dynamics 365 CRM / Power Apps solution that provides efficient management of Dynamics 365 CRM attachments and documents by integrating CRM to multiple cloud storages viz. SharePoint, Dropbox, and Azure Blog Storage. It has a user-friendly interface that lets you perform common file management actions like upload, download, browse, and delete documents within Dynamics 365 CRM without having to navigate to the configured cloud storage. Further, you can also send documents as emails and also generate sharable links of the files and folders for emailing. And all this from within Dynamics 365 CRM!

To better understand how this ‘out-of-the-box’ solution Attach2Dynamics will help you increase your efficiency in Dynamics 365 CRM, let us go through some of the prominent features of this productivity app.

1. Native Integration with multiple Cloud Storages

600x334xAttach2Dynamics is preferred document management app within Dynamics 365 CRM for SharePoint Dropbox and Azure Blob 1 625x348.png.pagespeed.ic.dVjTuL VWR Top 5 reasons why Attach2Dynamics is preferred document management app within Dynamics 365 CRM for SharePoint, Dropbox and Azure Blob!

Attach2Dynamics offers native integration between Dynamics 365 CRM and cloud storage like SharePoint, Dropbox, and Azure Blog Storage. This helps more space for document management in Dynamics 365 CRM. You can also create multiple instances of the same cloud storage with different names to store and bifurcate your data on the cloud as per your convenience.

2. File management with a user-friendly interface

600x336xAttach2Dynamics is preferred document management app within Dynamics 365 CRM for SharePoint Dropbox and Azure Blob 2 625x350.png.pagespeed.ic.HOPmt gfu  Top 5 reasons why Attach2Dynamics is preferred document management app within Dynamics 365 CRM for SharePoint, Dropbox and Azure Blob!

With the help of eye-pleasing easy to use interface of Attach2Dynamics, you can drag and drop multiple files and folders from Dynamics 365 CRM to configured cloud storages. You can also view all the copied/moved files and folders in a single glance with the help of Attach2Dynamics. File management actions like uploading, downloading, browsing, deleting documents, configuring notes, renaming files and folders and creating new folders are as simple as if you working on Windows Explorer.

3. Email Link or Attachment

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With the help of Attach2Dynamics, you can also send files, folders and sales literature attachments in an email. It will also allow you to create anonymous file links for sharing. You can also set default from, to, cc and bcc for an email using the ‘Email configuration’ feature of Attach2Dynamics.

4. Bulk Migration Job

600x228xAttach2Dynamics is preferred document management app within Dynamics 365 CRM for SharePoint Dropbox and Azure Blob 4 625x237.png.pagespeed.ic.euxCuLl8K1 Top 5 reasons why Attach2Dynamics is preferred document management app within Dynamics 365 CRM for SharePoint, Dropbox and Azure Blob!

Attach2Dynamics will help you in copying/moving History Notes, Email and Sales Literature Attachments from Dynamics 365 CRM to SharePoint, Dropbox and Azure Blog Storage using this feature. Also, you can see the status of migrating attachments. For example, if you want to move emails of the last ‘X’ days from Dynamics 365 CRM to one of the configured cloud storages in bulk, you can do so easily with the help of this feature of Attach2Dynamics.

5. Security Templates

600x276xAttach2Dynamics is preferred document management app within Dynamics 365 CRM for SharePoint Dropbox and Azure Blob 5 625x287.png.pagespeed.ic.IUQeKy1zzf Top 5 reasons why Attach2Dynamics is preferred document management app within Dynamics 365 CRM for SharePoint, Dropbox and Azure Blob!

Along with cloud integration and easy file management, Attach2Dynamics also enables managers to set permissions for all the user actions in configured cloud storage on the selected files and folders. User actions like Upload, Download, Email, Copy Link, Delete, etc. can be controlled using security templates.

With all these features, Attach2Dynamics is a must-have solution for your Dynamics 365 CRM environment. Also, check out our smart app SharePoint Security Sync that synchronizes Dynamics 365 CRM and SharePoint security model with a newly added feature to add eSign in your documents using DocuSign.

Don’t let your Dynamics 365 CRM / Power Apps clutter! Download Attach2Dynamics today and increase the efficiency of your CRM environment as well as that of your team.

You can get your free trial of 15 days from our website or Microsoft AppSource.

Drop us a mail at crm@inogic.com for a 1:1 demo or any of your unique document management requirements.

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How Crowe Problem Loan Management App Can Help Lenders Deal With Problem Loans

July 28, 2020   Microsoft Dynamics CRM
crmnav How Crowe Problem Loan Management App Can Help Lenders Deal With Problem Loans

It would be an understatement to say that we’re living in critical times. All businesses and most individuals are affected by the present economic downturn triggered by the COVID–19 pandemic. The banking industry is looking for ways to help their clients weather the storm while keeping their own institutions solvent. There’s little doubt that we’ll be seeing more problems loans as the trend continues.

Crowe Problem Loan Management for Microsoft Dynamics 365 was developed to help lenders identify and assist distressed borrowers and reduce the risk of loan defaults. Crowe Problem Loan Management enables lenders to be proactive by providing powerful tools such as:

  • Deferral tracking flags any repayment problems in the early stages. A postponement prompts a follow-up action allowing the lender to consider best options. Automated and aggregated reporting ensures that all problem loans are managed consistently.
  • Watched asset reporting documents the full story of each loan, updating each customer record when any activity takes place.
  • Reserve calculator eliminates guesswork with managed impairment calculations and supports collateral-dependent and net-present value of future cash flow valuation methods.
  • Relationship monitoring allows you to record notes and conversations about your borrowers in a central location available to all stakeholders.
  • Action item tracking allows you to compose checklists that can be automatically populated as milestones are achieved. You can also add and assign tasks manually.
  • Reminders alert both the lender and the borrower at agreed check-in times.
  • Problem loan queue gives you an overview of the status and critical metrics for all problem loans and allows you to drill in to individual accounts to see what’s being done.
  • Optimized problem loan onboarding ensures that you are only entering necessary details. Help text clarifies ambiguous accounting requirements.
  • Standardized assumptions allow you to set business-wide guidelines for consistency in various areas such as liquidity discounts and selling costs.

Crowe Problem Loan Management for Microsoft Dynamics 365 helps you automate reporting, systemize best practices among team members, calculate reserve amounts in compliance with standards, centralize communications, and set consistent procedures for dealing with problem loans.

Now more than ever, your lending institution needs to have the tools in place to identify and act on problem loans for your benefit and the benefit of your distressed clients.

Contact our experts at Crowe to learn more about Crowe Problem Loan Management for Microsoft Dynamics 365.

By Crowe, www.crowecrm.com

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Change Management and the Change Curve for Dynamics 365 CRM Implementation

July 9, 2020   Microsoft Dynamics CRM

Change will come to your organization anytime you implement a new Microsoft Dynamics 365 CRM project or enhancement. That change isn’t a one-time experience but it’s an ongoing process of user adoption, adjustments, productivity, and engagement.

Anytime there is a project or enhancement change — the end goal is to empower users to adopt the new technologies. You need to align the right resources and drive improved values and strategies within your organization.

If you are part of that team leading a CRM deployment or enhancement you need to understand the typical stages that many organizations go through when adopting change. This article will help you gauge your efforts and manage the progress as you adapt to challenges that arise.

Let’s look at Change Management and deploying (as an example for Dynamics 365 Customer Engagement). We will go over the typical CRM project lifecycle (see image below) which is also known as the Change Curve.

xChangeCurve 625x353.png.pagespeed.ic.rmdVcBPNUT Change Management and the Change Curve for Dynamics 365 CRM Implementation

  • The Project Kick-off: This is where you have invited stakeholders, the end-users, and management to help kick off the project. Expectations are all over the place here. There is excitement, fear, confidence, and a level of uncertainty. On the standard Change Curve, you need to set a base level of expectations, performance, and motivation.
  • The Requirements: Go ahead and capture all of your wish list items here. Make sure you are being heard by your Microsoft Partner and Project teams. Keep the excitement level high!
  • The Development: Your Microsoft Partner and Project team are busy building the system requirements and sticking to the approved project plan. As the development begins and moves forward it is natural to wonder if all the requirements were gathered correctly. Move forward with confidence and together with your Partner and make smart changes. Don’t worry about doing everything at once. Work in sprints and phases based on your Partner recommendations.
  • Testing and UAT: When the point comes to User-Acceptance Testing (UAT) you are going to run into failures. You will be running test scripts and seeing items that are passing and others that are failing. This is common and part of the process. This Change Curve reaches its lowest point in performance around this point and needs to be used as motivation for helping your users to succeed.
  • The Training: As users go through training, they will increase their confidence with the CRM system—learning new areas and seeing new features. If you have followed some basic User Adoption tips, you have successfully used the technology of Dynamics 365 Customer Engagement to create a system that will aid users in their daily job. This will build confidence and will allow performance to move in the right direction. Note that during this process you are looping back around to the starting point in the Change Curve of performance & motivation.
  • Your Go Live & Beyond: You’ve returned to your starting point on the change curve and surpassed it! Move forward with confidence. Learn from your mistakes and be committed to creating a culture of change at your organization.

The most important point — Change is a PROCESS. It is not a destination. There will always be a continuous need to improve technologies, strategies, and user adoption. While the graphic above represents one cycle, be prepared for the curve to adapt as your team continues to use and enhance your Microsoft Dynamics 365 CRM system.

In future articles, we will dive deeper into other topics including being ready for change, designating a change management team, and how to do ongoing change management training.

JourneyTEAM, (MS Gold Partner and MSUS Partner of the Year) has been down this path a number of times and has a methodology that helps you address the different stages of change management. We can help you at any stage of the user adoption and change management experience. Contact us for more information – https://www.journeyteam.com/adoption


Article by: Dave Bollard – Head of Marketing | 801-436-6636

JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more. www.journeyteam.com

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A Powerful Problem Loan Management Solution for Lenders in the Digital Age

July 2, 2020   CRM News and Info

Everyone in the banking industry is following the news, you see the statistics and the predictions. There is no doubt that there are going to be problems in your loan portfolio. Smart lenders should be asking:

  • Have my policies and procedures kept pace with the changes of the last decade, and am I prepared to execute them in a digital space?
  • Is my staff assembled, aligned, and trained to work out problem loans according to best practices and the chosen strategy of the bank?
  • Are we equipped with technology to enable efficient problem loan management at a high quality?
  • I know problem loans are coming, what should I be doing right now?

To help answer these questions, Crowe has developed a Problem Loan Management Framework.

In our recorded presentation “Identify and Address Problem Loans With Technology and Foresight” we discuss these three different areas in detail:

xCrowe Loan Video 2.jpg.pagespeed.ic.0clbELqfuc A Powerful Problem Loan Management Solution for Lenders in the Digital Age

  • Identification
    • Problem Loan Management
    • Covenant Testing
    • Annual Review
    • Financial Statement Receipt and Review
    • Delinquencies Review
  • Assessment and Monitoring
    • Loan Documentation Review
    • Site Visits
    • Financial Condition Assessment
    • Borrower Conversation
    • Security Perfection Assessment
    • Collateral Valuation
    • Pre-workout Agreement
  • Strategy
    • Bankruptcy
    • Foreclosure/Liquidation
    • Restructure/Return to Lending Group
    • Exit (Borrower driven or loan sale)

Plus, we look at the kind of people, policies, procedures, and technology that can help.

To address the issues outlined in our Problem Loan Management Framework, we have developed the Crowe Problem Loan Management for Microsoft Dynamics 365. This solution makes it possible to stay on top of, and even be proactive with, distressed borrowers in good times and bad, including:

  • Deferral tracking
  • Watched asset reporting
  • Reserve calculator
  • Relationship monitoring
  • Action item tracking
  • Touchpoint reminders
  • Problem loan onboarding

Take action now to prepare for a wave of problem loans.

With the right guidance and technology, you can take care of your borrowers, your organization, and your books. Crowe services and solutions can help you find and address your credit portfolio risk.

Request more information and assistance for managing problem loans

By Ryan Plourde, Crowe, a Microsoft Dynamics 365 Gold Partner

www.CroweCRM.com

Follow us on Twitter: @CroweCRM

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Mind the Gap: 3 Ways to Fill Your Data Management Talent Shortage

June 29, 2020   TIBCO Spotfire
TIBCO MindTheGap scaled e1593194015829 696x365 Mind the Gap: 3 Ways to Fill Your Data Management Talent Shortage

Reading Time: 3 minutes

As any London Underground rider can attest, “Mind the Gap” is a message reinforced many times on every trip. Yet when it comes to filling today’s pervasive data management talent shortage, minding the gap often seems like a journey without a destination.  

But let’s face it, data management is a challenging arena covering a diverse data landscape that spans myriad technologies, multiple disciplines, and every business domain. The phrase, “It takes a village,” comes to mind.

Further, these challenges are growing exponentially as massive data trends, such as the ten I identified in a recent blog, combine to make data management more complex and difficult than ever. This puts a premium on finding and retaining the best data management talent, including data architects, data engineers, database administrators, data stewards, and so on.

As a provider of data management software solutions, we see how much our customers struggle to attract and retain the right data management talent. While recognizing there is no one size fits all approach, this blog seeks to help our customers “mind their ‘data management talent’ gap” in three important ways.  

1. Radically simplify your complex data management processes 

Data management solutions have evolved over many years resulting in a hodgepodge of sometimes adjacent/sometimes overlapping tools. These silos of data management functionality along with aging, inefficient processes conspire to consume extra resources without providing extra benefit. But what if you could free up a large share of those resources by radically simplifying your data management processes?

Take your data integration process for example. It is significantly simpler and faster to integrate data with TIBCO® Data Virtualization than it is when trying to make traditional physical integration with all of its complex mappings, ETLs, staging schemas, and destination schemas work. In fact, data engineering staffing savings of 40 percent are typical. 

Rather than using three or more distinct tools to support metadata management, catalog services, and data governance processes, what if you could use one product to do them all as you can with TIBCO Cloud™ Metadata? This lightens your data management workload by reducing set up, administration, and execution efforts, while also speeding up new employee learning curves. 

Rather than using three or more distinct tools to support metadata management, catalog services, and data governance processes, what if you could use one product to do them all? Click To Tweet

2. Team with your business to add value 

When it comes to today’s complex data landscape, IT doesn’t have the resources to go it alone. Your business staff can add value in a number of ways. One way is by developing citizen data engineering talent on the business side to complement your overworked IT data engineers. 

Let’s drill down on this citizen data engineering opportunity. As mentioned above, your IT data engineers can use TIBCO Data Virtualization to efficiently provision hundreds of reusable business views. From these views, your business analysts can quickly find the data they need, improving analytics productivity. But when just a bit more data engineering is required to further prepare and refine the business view for a unique need, you don’t need to add that to your IT data engineering queue. Instead, your business analysts can use specialized, citizen data engineer targeted functionality to finish the task. 

Another way your business can address the data management talent shortage is by enlisting business domain experts, since who knows more about your data than your business users who create and use it every day. For example, at Panera Bread, store managers who know their store layouts better than anyone, use TIBCO EBX™ to maintain their individual store configurations in the master data repository. Similarly, corporate chefs maintain menu, recipe, and ingredient master data. 

With this new business-IT partnership, both sides work together to assess your needs and skills. They then collaborate to close your data management skills gap by proactively maximizing the value add each side can contribute.

3. Embed intelligence

Another way to address your data management talent shortage is to augment your people with artificial intelligence and machine learning (AI/ML). IDC analyst Stewart Bond outlines multiple such augmentation opportunities in his March 2020 report, The AI Automation Framework Applied to Data Integration and Data Intelligence Software. 

By adopting modern data management solutions, such as TIBCO Unify, you can take advantage of embedded AI/ML capabilities to automate multiple manual activities across metadata discovery, data quality, model design, code generation, query optimization, resource allocation, and more. 

Closing your data management talent gap

When it comes to managing your data if you are like most organizations, the skilled resources you require far exceed your current resources, which puts your ability to be a data-driven business at risk. 

But you don’t have to settle for the status quo when you can help fill your data management skills gap with the three approaches outlined above. For more on how to effectively and intelligently manage your data and enable your teams with better access, trust, and control for all your data, check out these helpful resources.

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