Tag Archives: Quick
PCF Controls in Dynamics 365 CRM for quick and easy visualization of data on map!
Visualizing Dynamics 365 data on map is one of the core elements for easy implementation of a business process in any organization. By viewing where the prospects come from, and which regions need to be focused on for improving businesses, the sales can be seamlessly improved. To improve the overall performance of Dynamics 365 CRM, wouldn’t it be optimum to visualize data without switching screens. This is why we have introduced PCF control in (Preferred Maps integration app on ) to view the geographical location of Dynamics 365 CRM data right in record form or entity grid or sub-grid.
PowerApps Component Framework enables users to visualize data quickly and apply actions on them to improve the entire business speed. Currently, with Maplytics, we have created four types of PCF Controls viz.:
- Detail Map Control for Dataset
These controls prominently manage the visualization of data and ease the process of taking actions on them right from form’s ribbon. Let’s dive deep and understand these controls in-depth:
Map View Control for Record
Users can add these control on any field with Data Type as ‘Single Line of Text’ of the record. After adding this control, users can view the record’s geo-coordinates and address on the hover of pushpin. It enables visualizing the geographical location of record on map without switching screen.
Map Edit Control for Record
This control is almost similar to Map View Control for Record apart from the fact that it is editable. In Map Edit Control for Record, users can edit the address and location of the record. They can either drag and drop the pushpin to another location and update the address or, they can enter the address and update the location of the pushpin. It also enables viewing the geo-location of the pushpin without switching screen.
Map View Control for Dataset
This control can be added to any entity to visualize all the records of a View or sub-grid on map. Users can view all the details of a pushpin by hovering over it. The fields to be displayed on hover of a pushpin are customizable. Apart from this, multiple pushpins can be selected and highlighted at a time. After highlighting these pushpins, actions from the ribbon can be applied to them. Also, any pushpin record can be opened with right-click.
Detail Map Control for Dataset
This is the most recent addition to the list of PCF Controls we have added. It can be added to any entity or dashboard to visualize the records of all views, sub-grids or dashboard. Like Map View Control for Dataset, in this control also multiple pushpins can be selected and actions from the ribbon can be applied to them without switching screens. Besides, multiple features can be applied to the records from the page viz. Plot Entity Records, Plot Categorized Data, Proximity Search, POI Locations, Routing, Map Mode and Labels.
It is a substantial method to derive maximum out of the visualization of data without having to switch screen and plotting data separately. By data visualization from the page, ample time is saved which can be used for other tasks.
To discuss your mapping requirements drop us a mail at crm@inogic.com.
For a FREE trial of 15 days download the solution from our or
Happy Mapping!
Quick #PowerQuery trick – Get duration days between two dates
Just a quick tip that you might not be aware of in the Power Query Editor.
If you select two columns in the view and on the Add Column tab, select the Date button – you can select to Subtract Days
This will give you the number of days between the dates in the selected columns
Use the formula bar to rename the new column by modifying the step
Hope this can help you too –
Get a Free Instant Microsoft Dynamics 365/CRM Quick Quote
CRM pricing shouldn’t be a mystery. There is plenty of information online about the features of various CRM (Customer Relationship Management) software solutions. But, for whatever reason, it’s really hard to find CRM pricing on the Internet.
Usually, and understandably, CRM resellers want to get a salesperson into your office for a demonstration and consultation before they give you an idea of the cost of their product. But that doesn’t make sense. Why should you waste your time investigating solutions that are not within your budget range? We’ve discovered a better way.
Why not use the Microsoft Dynamics 365/CRM Quick Quote Tool that’s available right here on the CRM Software Blog?
Why do we provide a quoting tool? Because, contrary to the mainstream view that it’s not a good idea to make pricing readily available, we have nothing to hide. We believe that Microsoft Dynamics 365/CRM pricing should be accessible to anyone who is evaluating CRM systems for their company.
The Quick Quote tool is fast and easy. Here’s how it works:
Look for the orange button labeled “Request Instant Quote Dynamics 365/CRM.” It appears at the top right-hand side of each page of the CRM Software Blog.
Click on that button and you’ll be taken to the Microsoft Dynamics 365 Quick Quote Request Form. And from there you are only moments away from a free, fully automated budgetary estimate for the full cost of Dynamics 365 software, implementation, and training.
On the Quick Quote form, you’ll indicate whether you’re interested in 365 Business Edition or Enterprise Edition.
Next, you’ll let us know if you want Basic CRM, Basic CRM Plus or Advanced CRM (you’ll see what each of those provides.)
Then, provide your contact information so we can email you an instant quote.
We’ve made it easy because we know that’s what you want. After all, the Internet was designed to provide useful information for people like you who are trying to make their best decisions.
Get a Microsoft Dynamics 365/CRM Quick Quote today and see how this powerful solution will fit into your budget.
Try CRM Software Blog’s Quick Quote Tool. It’s free; it’s easy. You’ll be glad you tried it.
by CRM Software Blog Writer, www.crmsoftwareblog.com
Budget for Microsoft Dynamics 365/CRM with Our Quick Quote Wizard
Microsoft Dynamics 365/CRM is the full function, cloud-based CRM/ERP system that runs on Microsoft’s Azure platform. Moving your CRM to Microsoft Dynamics 365 means that all of your sales, customer service, field service, marketing, project service automation, operations, and even financials can be done from one convenient, integrated cloud platform.
Microsoft Dynamics 365 combines the key elements of previous ERP and CRM systems into a robust and customer-centric platform. It includes built-in business intelligence and integrates with Office 365 to create an all-encompassing business application suite.
Microsoft Dynamics 365 has two licensing models available:
• Microsoft Dynamics 365 Business Edition – Optimized for 10-260 employees, includes Financials, Sales, Marketing, and Customer Service functionality.
• Microsoft Dynamics 365 Enterprise Edition – Optimized for 250 or more employees, includes the capabilities of Dynamics CRM Online and Dynamics AX, such as Sales, Customer Service, Field Service, Project Service Automation, and Operations (ERP).
So, how much does it cost?
The CRM Software Blog has a Quick Quote Wizard designed to provide you with a budgetary estimate of the costs involved with Microsoft Dynamics 365.
The Quick Quote tool will help you calculate the total cost, which includes the license subscription, annual software assurance maintenance plan, and approximate implementation and training costs from a Microsoft Dynamics 365 Partner.
Find the Quick Quote tool on the right-hand side of each page of the CRM Software Blog. Click on the orange bar labeled: Get Instant Quote Dynamics 365/CRM and fill in the brief form.
The Quick Quote will arrive instantly in your inbox. It couldn’t be easier.
The Quick Quote carries no obligation; it’s a free service that we provide to our readers.
To get started with the new Microsoft Dynamics 365 Price Quick Quote tool, visit www.crmsoftwareblog.com/quick-quote.
By CRM Software Blog Writer, www.crmsoftwareblog.com
Introducing dataflow templates; A quick and efficient way to build your sales leaderboard and get visibility over your sales pipeline
Dataflows help organizations unify data from disparate sources and prepare it for reusability. You can use dataflows to ingest data from a large and growing set of supported sources including Dynamics 365, Salesforce, Azure SQL Database, Excel, SharePoint, and more. You can then map data to standard entities in the Common Data Model, in Azure Data Lake Storage Gen2. Ingesting data can sometimes be tedious and time consuming, especially when the schema between the source and destination is different.
A dataflow template can expedite this process by providing a predefined set of entities and field mappings to enable flow of data from your source to the destination, in the Common Data Model. A dataflow template commoditizes the movement of data which in turn reduces overall burden and cost for a business user. It provides you a head start to ingest data wherein you don’t need to worry about knowing and mapping the source and destination entities and fields – We do it for you, through dataflow templates.
This month, we are releasing a set of dataflow templates that help you unify data from popular CRM apps such as Dynamics 365 for Sales and Salesforce.
| Dataflows template | Description |
| Leads and opportunities
(Dynamics 365 for Sales) |
Use this template to build your sales leaderboard and get visibility over your sales pipeline. Sales managers can use the data to monitor their sales team performance including lead conversion and opportunity closure rates. Salespersons can get visibility over their top opportunities and leads. |
| Quotes, orders, invoices
(Dynamics 365 for Sales) |
Connect to quotes, order and invoice data in Dynamics 365 for Sales to analyze quote closure rates and product line performance. |
| Lead to cash
(Dynamics 365 for Sales) |
Get actionable insights by analyzing data from Dynamics 365 for Sales. Whether you are a sales executive who is looking for visibility over the sales leaderboard or your top opportunities or a sales manager who wants to review your team performance or a VP of sales looking for revenue from deals, this template helps connect to the sales data you need. |
| Accounts, leads, opportunities
(Salesforce) |
You store your accounts, leads and opportunities in Salesforce – No problem! Gain insights by analyzing lead conversion and opportunity closures from Salesforce.
Note: Salesforce trial accounts are not supported at this time |
Creating a dataflow using the Dynamics 365 for Sales Lead to cash template
Start by creating a new dataflow and choose the Lead to cash template from the “Choose data source” screen in Power Query Online
Provide your Dynamics 365 for Sales instance that you want to connect to
Provide credentials to your Dynamics 365 for Sales instance
The ‘Edit Queries’ screen shows you the predefined entities for the Lead to cash template with your source data
By clicking on ‘Map to standard’ in top menu, you can note that the source data fields have already been mapped to the Common Data Model
Save and close your new dataflow to start the query validation process to ensure that data can be loaded
That’s it – Provide a name and save your dataflow. You just successfully created your dataflow using a dataflow template
Once you’ve created a dataflow, you can use Power BI Desktop and the Power BI service to create datasets, reports, dashboards, and apps that leverage the power of the Common Data Model to drive deep insights into your business activities.
What Is the Total Cost of Microsoft Dynamics 365/CRM? Ask Our Quick Quote Wizard.
Today’s businesses of all types and sizes realize how valuable a comprehensive CRM(Customer Relationship Management) solution is to the growth and success of their organizations.
If you are increasing your client base, opening new offices or expanding into new markets nearby or around the globe, you need a powerful, integrated system such as Microsoft Dynamics 365/CRM
In doing your research for the right CRM solution for your company, no doubt you have read numerous articles or talked with consultants about the many features of Dynamics 365 and what it can do for your business. But one piece of information you’d like to have before you commit to buying is the price.
When budgeting for a new or upgraded solution, you need to know the total cost of ownership. That’s not always easy to determine. There is a difference between the sticker price of the software and the actual cost of the software plus installation plus ongoing costs.
The CRM Software Blog’s Quick Quote Wizard is here to help. This tool will provide a ballpark estimate of the total costs involved in implementing and operating Microsoft Dynamics 365. Here’s how the Quick Quote Wizard works:
Look for the orange ‘Request Instant Quote Dynamics 365/CRM’ bar at the top right of each page of the CRM Software Blog. Click the bar, and you’ll be taken to a screen with a short form to fill out. You’ll be asked basic questions about your type of business, the number of employees who will be using the system, the level of support you’ll require (don’t worry, the questionnaire will help you answer these questions) and any concerns you have unique to your business. Include your contact information, and you’re done.
The Quick Quote Wizard will use your information to customize a quote which you’ll receive instantly as a PDF sent to your email. After you’ve received your non-binding quote, your contact information will be forwarded to just one of our expert CRM Software Blog members in your area who will be happy to answer any questions you may have. You can choose to work with that partner or not; it’s up to you. The estimate and the referral are a free service we provide for our readers.
The CRM Software Blog Quick Quote Tool can get you started in determining just how much your Microsoft Dynamics 365 system will cost you from the first licensing to long-term support. Simply fill out the quote request form and be well on your way to a deeper understanding of the total cost of owning a Dynamics 365 solution from Microsoft.
By CRM Software Blog Writer. www.crmsoftwareblog.com
Budget for a Microsoft Dynamics 365/CRM Implementation with Our Quick Quote Wizard
Purchasing and implementing a new Customer Relationship Management (CRM) system does not have to break your budget. There are plenty of affordable solutions out there and even free ones. What you need, however, is not the most expensive solution or the cheapest one but rather the best solution for your organization. Microsoft Dynamics 365/CRM is a quality solution offering licensing solutions to accommodate your organization’s needs and budget.
The CRM Software Blog’s Quick Quote Wizard
The CRM Software Blog’s Quick Quote Wizard is our easy-to-use quote tool that can help you determine how much you will spend on licensing, installation, and support for Microsoft Dynamics 365/CRM so you can figure if it fits into your budget.
Not all of your employees require equal access to your business management software. Not everyone needs to be an administrator, so why should you pay for 20 full-access users when you only need one or two? Microsoft Dynamics 365/CRM offers user types with role-specific functionality. Each user license you purchase will have a type assigned to it and will be priced accordingly. Know what you are paying for and get what you need. The quick quote tool will take you through the process of deciding which user types you need and the quantity of each. It will also help you decide between an on-premise vs. cloud deployment.
Here’s how the Quick Quote Wizard works:
On each page of the CRM Software Blog, find the orange bar labeled “Request Instant Quote Dynamics 365/CRM.” Click on the bar, and you’ll be taken to the Quick Quote Wizard questionnaire. Fill in some basic information about your CRM requirements and the Wizard will instantly and automatically email you a budgetary estimate of the total cost of owning and operating Microsoft Dynamics 365/CRM. There is no obligation attached; the Quick Quote Wizard is a free service we provide for our readers.
Taking some of the guesswork out of planning a CRM implementation goes a long way toward ensuring you keep costs down and your business running smoothly. Why not try the free Quick Quote Wizard today?
By CRM Software Blog Writer www.crmsoftwareblog.com
Estimate the Cost of Microsoft Dynamics 365/CRM with our Online Quick Quote Tool
The good news is that your business is growing. Congratulations. But are your business processes and technologies keeping up? When you started out you might have been able to count your customers on your fingers and toes. Now that you’ve grown, you need something a little more sophisticated and reliable. If you have investigated CRM (Customer Relationship Management) software, no doubt Microsoft Dynamics with its abundance of features and ease of use is at the top of your wish list. But, to budget the total price of a Dynamics 365 project you need to know more than just the sticker price of the software; you will need to factor in the deployment, implementation, and support.
There’s a fast and easy way to find out what the total cost will be: the CRM Software Blog’s Quick Quote Tool.
Here’s how it works:
On each page of the CRM software Blog, you’ll see an orange bar labeled ‘Request Instant Quote Dynamics 365/CRM”. One click on that bar will take you to the (very short) Microsoft Dynamics 365 Quick Quote Request Form.
Fill in some brief information, and you will receive an instant, automated Dynamics 365 Quick Quote outlining software, maintenance, and estimated services costs for an entire project. For either Microsoft Dynamics 365 or Microsoft Dynamics 365 Online.
The Microsoft Dynamics Online Quick Quote Tool is free and available immediately from crmsoftwareblog.com/quick-quote/.
Whether you are looking to replace your legacy CRM system or dive into customer relationship management (CRM) for the first time, the quick quote tool can help you get started
By CRM Software Blog Writer, www.crmsoftwareblog.com
Get a Budgetary Estimate NOW with Our Microsoft Dynamics 365/CRM Quick Quote Wizard
Today, CRM software is essential for any growing business. If you are in the market for a world-class CRM solution at a reasonable price, no doubt Microsoft Dynamics 365/CRM is on your short list.
You can read articles here on the CRM Software Blog about the features and benefits of Microsoft Dynamics 365/CRM, but what about the cost? Will it fit your budget? We have an easy way to find out.
Our Microsoft Dynamics 365/CRM Quick Quote Wizard is designed to give you a working estimate of the cost of license and maintenance fees plus the estimated implementation and services costs.
On the right-hand side of each page of the CRM Software Blog, you’ll see an orange bar labeled “Request Instant Quote Dynamics 365/CRM”. Click that bar and you’ll be taken to the very brief Quick Quote form.
Answer a few questions to let the Wizard know how many and the type of users you anticipate, what level you want (Basic CRM, CRM Plus, or Advanced CRM), and your contact information. It’s as easy as that. Click submit and instantly a personalized proposal will pop right into your inbox.
The proposal contains not only a detailed budgetary estimate, but also information about setup and training, client testimonial videos, and a dozen or so links to additional helpful information so you can learn all about how Microsoft Dynamics 365 can be used to the greatest advantage at your company, as well as how other companies are using Microsoft 365 to their advantage.
There’s no obligation; the service is free for our readers.
If you’re serious about implementing a Customer Relationship Management application that’s user-friendly and comprehensive, get your Microsoft Dynamics 365/CRM Quick Quote now.
By CRM Software Blog Editors, www.crmsoftwareblog.com
Get an Instant Budgetary Estimate with Our Microsoft Dynamics 365/CRM Quick Quote Wizard
Today’s business leaders recognize the importance of a comprehensive CRM (Customer Resource Management) system, not only for organization and efficiency, but for decision-making and goal-setting.
There are a lot of CRM solutions on the market, but if you’re serious about implementing a Customer Relationship Management application that’s user-friendly and comprehensive, Dynamics 365 should be on your short list.
A great place to start evaluating whether Microsoft Dynamics 365/CRM software is a fit for your company is our Microsoft Dynamics 365 Quick Quote Wizard.
Find the Quick Quote Wizard on the right-hand side of each page of the CRM Software Blog. Click the orange bar labeled “Request Instant Quote Dynamics 365/CRM”.
All you need is five minutes. Just fill out the Microsoft Dynamics 365 Quick Quote form to let us know whether you’re interested in the Business Edition or Enterprise Edition, what level you want (Basic, Basic Plus or Advanced), how many users you anticipate, and your contact information. It’s as easy as that. Click submit and within a couple of minutes a personalized proposal will pop right into your inbox.
The proposal contains not only a detailed budgetary estimate, but also information about setup and training, client testimonial videos, and a dozen or so links to additional helpful information so you can learn all about how Microsoft Dynamics 365 can be used to the greatest advantage at your company.
Your Quick Quote is easy, free, and automatic. Get your free Quick Quote estimate now.
By CRM Software Blog Writer, www.crmsoftwareblog.com