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Tag Archives: Solution

Introducing the First Solution from Project Cortex: SharePoint Syntex

March 14, 2021   CRM News and Info

Think about how many documents are stored in your CRM system. There’s at least thousands, if not millions, of forms, papers, policies, and reports stored in there. And chances are, you rely on that content to get work done, so it has to be organized. 

Before software, we relied on the good old-fashioned filing cabinet to manage the chaos. That system came with a number of limitations though. If a specific document belonged in multiple folders, you had to copy it, then put it in a separate folder. To be even more organized, you had to put multiple folders inside bigger folders with their own separate label. While this does help to keep things organized, finding a specific document took forever. 

Well, believe it or not, we’ve actually carried over some of those limitations into our digital systems. How many folders are you using to keep track of all the information in your CRM? Is it easy to find what you’re looking for? Probably not. With the available technology we have, it’s time to implement a more effective way to manage content. And Microsoft has just announced this better way: SharePoint Syntex. 

This new solution is the first one released with Microsoft’s Project Cortex. Syntex was created to help businesses better maintain the staggering content stored in their systems, and drive faster, smarter business outcomes. 

Screen Shot 2021 03 12 at 10.03.07 AM 625x392 Introducing the First Solution from Project Cortex: SharePoint Syntex

SharePoint Syntex 

Using machine learning and advanced AI technology, Syntex is able to accumulate data from content, turn it into metadata, and store it within a SharePoint library. When asked about the purpose of Syntex, Microsoft leaders stated that it’s “designed to amplify human expertise, automate content processing, and transform content into knowledge. It delivers intelligent content services that work the way you do.” 

Here’s how it works: Syntex relies on models created by users to classify and organize documents, and then extract certain data. Users can also apply sensitivity or retention labels to safeguard private information.  

Ultimately, the purpose of the solution is to help users avoid the time and hassle of tagging each individual piece of content while helping users to find information faster. 

Syntex’s Three Buckets 

Let’s take a closer look at SharePoint Syntex. Essentially, it can be broken down into three buckets: content understanding, content processing, and content compliance. However, before we can utilize these buckets, a content center needs to be created. 

Screen Shot 2021 03 12 at 10.45.32 AM 625x380 Introducing the First Solution from Project Cortex: SharePoint Syntex

Content Center 

When you first set up Syntex, a default content center will be created. This is where all content models will be created and stored, and where you’ll apply models to certain documents. Admins can easily create additional centers as needed. 

Content Understanding 

After you’ve created a content center, you can start training Syntex models through sample files. This includes documents such as documents, images, PNGs, and PDFs, etc. While the model only requires five positive file examples and one negative, the more files you upload, the more accurate Syntex is. 

Next, content explanations are created. These usually include phrase lists (specific words or characters, pattern lists (patterns of numbers or characters), or proximity (how close explanations are to each other).  

Once you’ve finished setting up training parameters, you can see how accurate each one is by testing them in your content center. 

Content Processing 

The content processing is where content is captured, ingestion, and categorized, which helps to streamline content-centric processes that rely on Power Automate. For example, if your team regularly relies on structured forms (surveys, purchase orders, invoices, etc.), you can train Syntex to gather certain values to create metadata that will help with search parameters and discovery. 

Screen Shot 2021 03 12 at 10.40.35 AM 625x435 Introducing the First Solution from Project Cortex: SharePoint Syntex

Content Compliance 

After you’ve fully trained your models, it’s time to secure them. This bucket allows you to comply with your organization’s security and compliance policies by setting up sensitivity and retention labels that are automatically applied when content is uploaded. This way, everything stays secure. 

The Pros of Syntex 

How much content does your CRM have? Your intranet? Your website? It’s astounding to think about how many pieces of content your business relies on. But what’s even more astounding is how poor most organization’s metadata strategies are. 

SharePoint Syntex is designed to revamp old, outdated, and ineffective content management systems with something modern, cost-effective, and automated. 

We get it: no one enjoys content management. It’s time-consuming and monotonous, but without it, content discoverability is virtually non-existent. With Syntex, your organization will have access to knowledge that was previously unavailable without going through the daunting process of content tagging. 

“Syntex…provides a foundation for this concept of knowledge management and knowledge sharing in an organization,” says Dan Holem a member of the Project Cortex team. “And Project Cortex is now applying AI to address the weak spots, which have been the actual gathering and unlocking of knowledge, the curation of it, and then the delivery into the context of your work.” 

See full article here.

Get Started with Syntex by Contacting JourneyTEAM 

We’re just beginning to understand what we can do with Syntex. Microsoft leaders have already announced that additional features and tools are already in the works. But don’t wait to take advantage of Syntex’s benefits. Contact JourneyTEAM today to learn more about the solution and how it can benefit you. 


Jenn Alba JourneyTEAM 625x625 Introducing the First Solution from Project Cortex: SharePoint SyntexArticle by: Jenn Alba – Marketing Manager – 801.938.7816

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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GE Digital Launching Solution to Optimize Airline Function via Teradata Vantage

February 20, 2021   BI News and Info
GE digital optimizes airline function with teradata vantage.jpg?width=640&height=336&ext= GE Digital Launching Solution to Optimize Airline Function via Teradata Vantage

Flight Data Link integrates flight analytics with operational business data

Integrating with Teradata Vantage helps airlines eliminate silos and cost-effectively query all their data to get a complete view of the business

GE Digital and Teradata today announced the release of a new GE Digital software solution that integrates with Teradata Vantage, the cloud data analytics platform, to provide blended enterprise and operations data in an aviation-specific data model. The solution, Flight Data Link, helps accelerate airlines’ digital transformation – driving reduced expenses and greater insights into operations by integrating customer, maintenance, and supply chain data.

Flight Data Link allows flight data from GE Digital’s Event Measurement System (EMS), a comprehensive flight data processing system delivering fast, accurate, and actionable insights, to be made available through Teradata Vantage. Vantage powers an enterprises’ data analytic ecosystem – integrating all relevant data into a single platform to make analytics available across the enterprise. By merging flight data with operational data in Vantage, airlines are able to perform complex analysis of multiple flights across their fleets. Combining EMS and Vantage helps airlines connect the dots from operational data to flight data, giving them the ability to gain new insight across their airline.

“We’re proud that GE Digital’s innovative new product will utilize our Vantage platform, leveraging Teradata’s world class platform for aviation analytics so that leading airlines across the globe will be able to use data as their greatest asset,” said Scott Collins, VP Global Partnership Organization at Teradata. “Vantage provides GE Digital with the flexibility of a multi-cloud platform that makes it easy to deliver their new offerings and the two companies are also working together on integrated software that makes it easier for our joint customers to consume more data and insights.”

Connecting full flight data with Teradata Vantage provides the ability to do complex analytical functions across multiple flights, routes, and assets. Business users can apply a BI tool or programming language (i.e. Python, R, Java) to perform analysis, and then airlines can leverage the integrated data across their ecosystem to recommend specific actions based on flight behaviour and data understanding. Further, airlines can maximize equipment and operational data (outside of and in addition to the safety team) by using full flight data for predictive maintenance and – with the integration of supply chain data – help improve operations.

“The combination of GE’s aviation experience and GE Digital’s software expertise, integrated with the world’s most robust platform for scalable analytics, allows airlines to prioritize passenger experience as well as revenue growth,” said Andrew Coleman, General Manager for GE Digital’s Aviation Software group. “Our deep partnership with Teradata allows us to build exciting solutions that integrate multiple data types, both from the enterprise as well as operations to drive powerful outcomes.

Flight Data Link allows flight safety teams to easily provide flight data to other teams across an airline for their analytical purposes. The solution automates this flow of valuable flight data while still providing governance. By utilizing near real-time flight data for predictive maintenance and integrating supply chain data into maintenance planning and events, Flight Data Link drives efficiency in operations and reduces costs by managing flights and assets better.

Teradata Vantage is the leading multi-cloud data analytics software platform that enables ecosystem simplification by unifying analytics, data lakes and data warehouses. With the enterprise scale of Vantage, companies can eliminate silos and cost-effectively query all their data to get a complete view of their business.

More information about GE Digital’s Aviation Software solutions can be found here. 

About GE Digital

GE Digital is transforming how industry solves its toughest challenges. GE Digital’s mission is to bring simplicity, speed, and scale to its customers’ digital transformation activities, with software that helps them to better operate, analyze and optimize their business processes. GE Digital’s product portfolio – including grid optimization and analytics, asset and operations performance management, and manufacturing operations and automation – helps industrial companies in the utility, power generation, oil & gas, aviation, and manufacturing sectors put their industrial data to work. For more information, visit www.ge.com/digital.

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Breaking up Big Tech: A solution in search of a problem

February 12, 2021   Big Data
 Breaking up Big Tech: A solution in search of a problem

Data: Meet ad creative

From TikTok to Instagram, Facebook to YouTube, and more, learn how data is key to ensuring ad creative will actually perform on every platform.

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Federal rulemaking must be based on facts, logic, and evidence. Both a 1993 Executive Order (#12866) and the 2003 Office of Management and Budget Circular A-4 require that executive agencies spell out a proposed regulation’s anticipated economic costs and benefits, explain the logic behind their interventions, and compare it to a “no regulation” alternative. These directives were the culmination of efforts begun by President Nixon and continued by Ford, Carter, Reagan, and Clinton to ensure the government analyzes the potential effects of federal regulations on the economy and society. So far, no subsequent American presidents have rescinded this order, which means we are still living in the era of an evidence-based approach to public policy.

This quiet revolution has arguably made life better for many Americans. The Federal Reserve’s use of sophisticated macroeconomic models enabled it to tame inflation in the 1980s and helped reverse deflation during the 2010s. Thanks in part to the EPA’s reporting requirements, heavy metals such as lead pollute far fewer waterways than they once did and sulfur has been virtually expunged from our nation’s skies. The science and economics based approach to rulemaking means that facts — not interest groups, short-term thinking, and populism — can indeed win the day sometimes.

And, of all fields of regulation, antitrust has perhaps held most stringently to these principles. Until now, it appears.

Antitrust policies are in danger of being politicized. And the collateral damage may be the big tech firms that brought us vastly improved search, educational possibilities, and entertainment, global social networks, and same-day delivery of groceries. Whether that is a good or bad idea may be something we should have a debate about.

Big Tech and the consumer-welfare question

Over time, the consumer welfare approach to antitrust has become embedded in the DNA of both the Justice Department and the Federal Trade Commission, the two federal entities tasked with enforcing the Sherman and Clayton Antitrust Acts, as well as other legislation around competition policy. Basically, this paradigm focuses on the impact that firms’ mergers and so-called unilateral conduct (for example, an exclusive deal forged between an upstream producer and downstream distributor) has on the quantity and price of goods and services. Potential effects on innovation are also salient. Matters such as how concentrated markets are and firm size get far less consideration (they can be helpful but are not always reliable). The metric that really matters is whether consumers are better off in the wake of firm behavior or not.

To put flesh on this idea, and how it relates to evidence-based policy and cost benefit analysis, consider a recent antitrust case. Forty-eight attorneys general and the Federal Trade Commission (FTC) sued Facebook in December of 2020. They accuse the digital platform of being a monopoly that has abused its market power to harm competitors and other market players such as app developers. The suit specifically complains that Facebook’s acquisitions of WhatsApp and Instagram kneecapped potential rivals, conferring the social network with an “unfair advantage.” The FTC proposes that Facebook potentially divest itself of these properties.

In order to be successful under the consumer welfare approach, the government’s case ultimately has to have some connection to consumers — and must demonstrate that they have actually been harmed by Facebook. What was the effect of these mergers or Facebook’s subsequent behavior on prices and innovation? Facebook’s size is not necessarily an indicator of a monopoly. In economics, monopoly is a technical term that implies that the price of a good or service is sky high — allowing a firm to rake in profits that are much greater than the typical ones associated with most goods and services — because its quantity has been rationed by exactly half.

A further complication: Facebook’s services are free. How can something with a price equal to zero harm consumer welfare, especially when there are several potential substitutes in the form of Linked in, Pinterest, Reddit, YouTube, TikTok, and even fledgling Clubhouse? Most of these digital platforms monetize consumer data to better target ads to their users — ads they are always free to ignore. Indeed, rather than ration the quantity of its products, Facebook has encouraged many more exchanges between businesses (big and small) and consumers than would have otherwise taken place.

It’s also going to be hard for the government to make its case under the consumer welfare approach when Facebook’s spending on R&D is among the highest of any company in the world. This implies not only that future innovations are in store but also that the social media giant is not, contrary to popular belief, a natural monopoly. It should therefore not be regulated as such. Natural monopolies, such as electric utilities, have a far different cost structure from Facebook’s: As they expand their offerings, the costs of servicing an additional customer falls like a stone because they can spread the same infrastructure over more users. Facebook’s R&D spending and its captial expenditures in general suggest the opposite is true for its digital platforms. Indeed, this is the case across digitial platforms.

If we regulate without robust, evidence-based analysis …

But this may all be a moot point. The consensus that antitrust should be primarily, if not exclusively, about the price of goods and services and innovation is currently under attack by some scholars, pundits, politicians, and advocacy groups. Critics claim that lax antitrust has led to increased market concentration and monopolies in the tech sector, ushering in “less entrepreneurship,” “restrictions on free speech,” “fewer privacy protections,” and “the abuse of consumer data.” Companies like Amazon are accused of harming players up and down the retail supply chain and “unfairly” pricing out brick and mortar retailers. They are also accused of exacerbating inequality and being too “systemically important” due to their size, market impact, interconnectedness, and “low substitutability.” Finally, there is the fear that big tech firms’ market power translates into political power and is bad for democracy.

The problem with populist approaches to antitrust is that they are not yet disciplined by the rigorous, if not tedious, strictures that guide the consumer welfare approach. Their claims about the impact that Big Tech and other companies have on our economy, society, and political system may all be well and true. But, for now at least, they are mainly just that: claims that have not been proven. Fears. Suspicions. Widely held beliefs perhaps. Not veritable truths. And no framework has been proposed hitherto by the proponents of the so-called Neo-Brandeisian antitrust school to adjudge their claims in a systematic and satisfactory manner — one that is transparent about assumptions, clear about logic, and objective regarding the analysis of evidence.

Under the consumer welfare approach, by contrast, one has to use quite rigid economic analysis and hard math to arrive at whether a firm both exercises and abuses market power in a particular market; not only does that market have to be defined first, but it has to be defined in relation to potential substitutes. One also has to make assumptions about consumer demand (how responsive it is to price increases) and supply (the costs incurred by firms producing/providing an additional unit of the good/service). And one has to use fine-grained data that observe real firms in real markets to simulate the potential effects on a merger between two potential rivals on subsequent quantities and prices.

Then there are the anticipated impacts on innovation. Firm size is simply not a useful metric. Large firms, some of them monopolies, have given us some of the greatest innovations the world has ever seen, including smartphones, software, and the digital platforms and cloud computing infrastructure that connect the globe together and literally kept the world’s economies afloat during the Covid-19 pandemic.

Whatever future path antitrust policy takes, it is certainly the case that the logic and evidence-based approach to regulating competition suffers from a misinformation problem these days. The public, as well as many well-meaning policymakers, tends to misunderstand what digital platforms are (multi-sided markets), what market concentration actually says about competition and consumer welfare (fewer rivals may imply greater efficiency and thus lower prices), how to define and measure “monopoly” (none of the big tech firms satisfy the narrow definition because, again, it’s based on prices for actual products and whether or not there are substitutes, not the number of firms or their size), how to identify whether firms abuse their market power to crimp competition (a technical issue that is actually quite rare), and what remedies, if any, policymakers should employ in relation to digital platforms.

Breaking up Big Tech is a radical solution in search of a problem. Something simple like a consent decree, which could target limited solutions based on empirically verified problems, might make more sense. While these have not always totally worked in the past when applied to Big Tech, they are not toothless either: The FTC recently brought down the hammer on Facebook, imposing a record $ 5 billion fine after it fell short during the Cambridge Analytica scandal of upholding the terms of a 2012 consent decree governing user data. Its 2019 order also “requires Facebook to restructure its approach to privacy from the corporate board-level down, and establishes strong new mechanisms to ensure that Facebook executives are accountable for the decisions they make about privacy, and that those decisions are subject to meaningful oversight.” So far, there is no reason to believe this remedy has not worked.

The larger conversation, of course, is about what basis we use to conduct public policy, including antitrust. If we were to get rid of a cost benefit analysis rooted in a deep understanding of the effects of regulation informed by economics, what would we replace it with? And the replacement would be a solution to what problem, exactly? The fear is that this would open the door to even more polarization, populism, and short-term thinking. Can the country really afford more of that? I suppose this is itself ultimately a testable claim, and we may all be due to find out soon.

Victor Menaldo is a professor of political science, co-founder of the Political Economy Forum at the University of Washington, and the co-author of “Authoritarianism and the Elite Origins of Democracy.” He is currently writing a book on the “Fourth Industrial Revolution.”

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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.

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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.

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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.

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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.

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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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Quil launches in-home health monitoring solution as telemedicine usage explodes

October 12, 2020   Big Data

Automation and Jobs

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Quil Health, the health care joint venture of Comcast and Independence Health Group, today announced plans to launch Quil Assure, a platform that leverages sensors, voice-activated tech, and coordination tools to connect caregivers with loved ones. Quil says over time Assure will integrate with its existing product, Engage, to help customers manage their health and wellness needs.

In response to the novel coronavirus pandemic, companies like Current Health and Twistle have teamed up with the Providence and other health care providers to pilot at-home health-tracking platforms. Even before the pandemic, nine in 10 seniors said they’d prefer to stay in their homes over the next 10 years, highlighting the need for remote health monitoring solutions.

ABI Research predicts that by 2025 spending on AI in health care and pharmaceuticals will have increased by $ 1.5 billion as a result of COVID-19. Meanwhile, the personal emergency response systems market is anticipated to pass $ 11.1 billion within that same time frame.

Quil says Assure will “get to know” customers over time using activity-monitoring sensors (e.g., motion, temperature, and air quality sensors) that send real-time alerts and notifications. Assure’s voice capabilities will enable caregivers to reach out through in-home speakers and check in on loved ones, and the platform will allow clinicians to work together to support patients and better manage transitional care.

Quil plans to launch Assure by Q3 2021, following a series of pilots this December.

 Quil launches in home health monitoring solution as telemedicine usage explodes

“Consumer health platforms fall short of delivering on the promise of engagement, wearable monitoring technologies are limiting, and caregivers are often left in the dark,” Quil CEO Carina Edwards said in a statement. “Quil is rethinking the whole aging at home experience with an integrated platform that fits into our daily lives. Personalized education and step-by-step guidance to engage consumers and caregivers combined with in-home smart sensors to monitor health in real time are just the beginning.”

Launched in 2018 as a partnership between Independence Blue Cross and Comcast, Quil provides health itineraries via an app that can be prescribed by doctors or offered through insurance carriers. The company also provides educational content, including documents, surveys, and videos covering pre- and post-op care and at-home physical therapies.

Comcast subscribers can say the phrase “Quil Health” into their television remotes to access Quil’s on-demand content. In addition, the cable giant offers a home security system that includes sensors and AI capable of detecting customers’ movements for health monitoring.

Quil Health recently launched the COVID-19 Preparedness Tool, which provides up-to-the-minute information on the novel coronavirus, including a symptoms checklist, recommendations from the U.S. Centers for Disease Control and Prevention, and tips on how to care for a family member with COVID-19. The tool focuses on overall wellness, providing instructions on self-care, stress reduction, and in-home exercise techniques, as well as finding a work/life balance while working from home, best practices for child care, and guides to homeschooling.

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Big Data – VentureBeat

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Inogic Dynamics 365 CRM apps get the Preferred Solution badge on Microsoft AppSource!

September 11, 2020   CRM News and Info

620x354xcrm blog.jpg.pagespeed.ic.LWDiI4Rp S Inogic Dynamics 365 CRM apps get the Preferred Solution badge on Microsoft AppSource!

We have great news! All your favorite Inogic Dynamics 365 CRM/PowerApps apps now proudly exhibit the badge of Preferred Solution on Microsoft AppSource! This is significant because of what it takes to be certified by Microsoft. For an app to get a Preferred Solution badge, it has to undergo a well-defined and scrutinizing quality control test. A panel of Microsoft experts use their refined quality process to validate each app based on their quality, performance and level of customer satisfaction.

Today, we are happy to announce all Inogic apps proved their competency and now parade the favorable results of this test with its badge of honor.  This wouldn’t have been possible without the constant appreciation, support and feedback from our users as well as Partners, we want to take a moment to Thank You all for this.

If you aren’t well aware of the advantages of all the Inogic apps yet, go ahead and download a free trial from AppSource, and let us give you an overview of what you can expect from the Inogic Preferred Apps for Dynamics 365 CRM and Power Apps.

Maplytics™ seamlessly integrates Bing Maps and Dynamics 365 CRM/ Power Apps to provide geo-analytics with features like Territory Management, Radius Search, Appointment Planner, Optimized Routing, PCF Controls, Census Data, Heat Maps, Truck Routing, etc. Maplytics helps businesses globally to plot, plan, visualize and analyze Dynamics CRM data on the map and offers powerful mapping services. It is also certified for Microsoft Dynamics 365 (CfMD).

Register for a free trial today from Microsoft AppSource or Maplytics Website

InoLink provides integration between Dynamics 365 CRM and Intuit QuickBooks. It is a cloud-based productivity app that synchronizes transaction history and aging details from QuickBooks to Dynamics 365 CRM to provide a 360-degree view of customer information. Furthermore, tax calculations for transactions can be done within Dynamics 365 CRM to send Quotes/Orders/Invoices from Dynamics 365 to QuickBooks.

Register for a free trial today from Microsoft AppSource.

User Adoption Monitor is a monitoring and tracking app that monitors and tracks the actions performed by users in Dynamics 365 CRM. UAM monitors both the common actions and special messages of end users such as Create, Read, QualifyLead, Win, etc. periodically, like daily, weekly, or monthly basis. Using UAM dashboards managers can get the brief details of user actions per Entity/Action/Period, thereby improving the user adoption of Dynamics 365 CRM.

Register for a free trial today from Microsoft AppSource.

Click2Clone enables users to clone/copy Dynamics 365 CRM records from any OOB as well as custom entities of Dynamics 365 CRM to another record. It also enables users to easily create multiple copies and clone/copy related child records of any given Dynamics 365 CRM record. The repetitive data entry is considerably reduced by automating and simplifying the process of creating new records, this way Click2Clone becomes a strategic enabler for business control and agility.

Register for a free trial today from Microsoft AppSource.

Click2Export provides an easy user experience of exporting any of the Dynamics CRM Reports/Word/Excel templates and CRM Views data in just one click. With Click2Export, users can export the data in 5 different file formats – Excel, Word, PDF, CSV or TIFF. They can also schedule and export reports/word/excel and CRM Views data at regular intervals as well as attach as Note or upload to SharePoint all with 1 click.

Register for a free trial today from Microsoft AppSource.

Click2Undo enables users to undo changes and restore records to its previous known state with just a single click. Be it the last change made to the records or changes that were done in the past, be it a single record or multiple records; Click2Undo can do it without any hassle. In a way, Click2Undo is your own ‘ctrl+z’ button for Dynamics 365 CRM and Power Apps.

Register for a free trial today from Microsoft AppSource.

Alerts4Dynamics creates, schedules, and manages alerts and notifications for different entities in Dynamics 365 CRM. The alerts in Alerts4Dynamics can be viewed as pop-ups, form notifications or sent through emails. It is a productivity-enhancing app where users can define alerts for an individual record or set of records based on rules which can be displayed as notifications indefinitely or for a certain period. Users can access this notification from anywhere in the Dynamics 365 CRM.

Register for a free trial today from Microsoft AppSource.

Attach2Dynamics provides native integration between Dynamics 365 CRM and cloud storage like SharePoint, Dropbox and Azure Blob Storage. Users can use features like drag and drop, browse, and choose multiple files or a folder at a single instance to upload to the cloud storage of choice. It has a user-friendly UI for viewing all the files & folders in the configured cloud storage against the current record. Users can further rename, create, email, delete, preview files/folders and generate a shareable link of the file or the folder to provide it in the email directly from within Dynamics 365 CRM.

Register for a free trial today from Microsoft AppSource.

SharePoint Security Sync is a comprehensive solution for integrating Microsoft Dynamics 365 CRM / PowerApps with SharePoint for document management. SharePoint Security Sync enhances user experience and makes the integration experience seamless between the two systems by allowing for associating document folders against CRM records as well as having the security privileges synced from Dynamics 365 CRM to SharePoint. This ensures secure and reliable access to confidential documents stored in SharePoint.

Register for a free trial today from Microsoft AppSource.

Kanban Board uses the Card-based Kanban view to visualize your Dynamics 365 and Power Apps data. With the ability to categorize the data into lanes, it helps with a quick review of the records in a card-based view and easily identifies the status of the records. Users have the option to use a visual tool to move the records across lanes and rows to quickly update the underlying field values. Apart from this it also allows for quick action shortcuts to record activities against these without too many clicks.

Register for a free trial today from Microsoft AppSource.

Relationships can be mapped using Mind Map within Dynamics 365 CRM data on a form. Users can visualize relationships between Entities or related records in a single view. Map My Relationships provides easy navigation to related records and quickly logs various activities like phone calls, emails or appointments for the related records. Users can thus get information at a glance, leading to quick decisions and swift execution of tasks.

Register for a free trial today from Microsoft AppSource.

Round Robin Routing & Assign distributes work items (or any other entity records) recorded in Dynamics 365 CRM and systematically allocates or distributes them. Round Robin ensures a fair distribution of workload within each team by honoring their individual capacity. Managers can therefore allocate and distribute workloads in an organized way. With automated distribution and assignment, Round Robin Routing & Assign helps to improve the efficiency of Dynamics 365 CRM users resulting in higher sales and profit.

Register for a free trial today from Microsoft AppSource.

Auto Tax Calculator automates tax calculation directly inside Microsoft Dynamics 365 for Sales. Users can finally eliminate manual calculations, increase accuracy, save time for the entire team and get taxes applied correctly the first time when tax season rolls around. Users can also easily manage Tax rates within Dynamics 365 CRM. The tax rates can be either manually entered or be integrated with AvaTax from Avalara.

Register for a free trial today from Microsoft AppSource.

There’s more! Our recently acquired two new Billing Products – Recurring Billing Manager & Subscription Management – will be shortly made available on Microsoft AppSource and within your quick reach.

Unlock the full potential of your Dynamics 365 data with these productivity-enhancing apps, only a few clicks away!

You can even get a personalized demo by dropping a mail to us at crm@inogic.com.

Until the next good news – Stay Safe, Stay Healthy, and Buy Preferred!

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CRM Software Blog | Dynamics 365

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Dynamics 365 Daily Solution Backup

August 1, 2020   Microsoft Dynamics CRM

Credits

Kevin Neely

Phil Rittenhouse

Our goal was to build a system which would provide daily snapshots of a Dynamics 365 environment in daily flux as modifications were made continually by a development team. Such a system would guard against catastrophic tenant events, have the added benefit of speeding deployment to new tenants and streamlines the steps to move between environments (dev, test, prod).

For such a solution to be effective, the following conditions or their analogues should exist:

  1. A git repository exists for the project, where resides the source code for any customizations (plugins, workflow actions, etc.).
  2. The development team is storing their configuration changes (new/changed entities, workflow processes, etc.) in either their own solutions or in a central working solution, and not the Dynamics 365 Default solution.
  3. A Virtual Machine, local machine, or some other host environment exists to run the PowerShell script. (If this is not the case, alternate approaches may be used).

Approach 1: PowerShell Script

The first approach centered on a PowerShell script and might best be applied in on-premise or IAAS scenarios.

The basis of this solution is the PowerShell script provided in this document. In our case, it was configured to run at a certain time each day on an Azure Virtual Machine that was already running 24/7. A Windows Scheduler job was created on the Virtual Machine using saved credentials that had appropriate permissions to both the D365 Organization and the git repository in the teams’ Azure DevOps instance.

Daily backups generated by this script were saved in the git repository under a folder structure according to Month and date.

######################################################################
#                                                                    #
# Script to backup daily git repo changes and D365 solution packages #
# Prepared by:                                                       #
#    pHil Rittenhouse (philirit)                                     #
#    and                                                             #
#    Kevin Neely (keneely)                                           #
#                                                                    #
######################################################################

# Allow and install the required modules
Set-ExecutionPolicy RemoteSigned -Scope CurrentUser
Import-Module Microsoft.Xrm.Data.Powershell

# Get today's date for use as the folder name
$  date = Get-Date -Format MM-dd-yyyy
$  month = Get-Date -Format MMMM

# Create the folder name from the date variable
$  path = "C:\<path>$  month$  date"
$  gitpath = "C:\<path>\"

# If today's folder already exists, delete it
If(Test-path $  path) {Remove-item $  path -Recurse}

# Create today's folder
New-Item -ItemType directory –Path $  path 

# Change working directory to new folder
Set-Location -Path $  gitpath

# Pull from github
git pull

# Get the environment details
$  CrmConTimeOutMinutes = 10
$  CRMServerURL = "https://<org>.crm.dynamics.com"

# Build a connection string
$  cs = "RequireNewInstance=True"
$  cs+= ";Url=$  CRMServerURL"
$  cs+= ";AuthType=Office365"
$  cs+= ";SkipDiscovery=True"

# REPLACE WITH YOUR USERNAME/PASSWORD
$  cs+= ";Username=<user>@<org>.onmicrosoft.com"
$  cs+= ";Password=<password>"

# Create a connection using ConnectionString (for Online)
$  Conn = Get-CrmConnection -ConnectionString $  cs -MaxCrmConnectionTimeOutMinutes $  CrmConTimeOutMinutes

# OR # Create a connection using ConnectionString (for On-Premise)
#$  Conn = Get-CrmConnection -ConnectionString "AuthType=AD;Url=https://myserver/Contoso;Domain=contosodom;UserName=user1;Password=password" $  cs -MaxCrmConnectionTimeOutMinutes $  CrmConTimeOutMinutes

# Publish ALL updated customizations:
Publish-CrmAllCustomization -conn $  Conn -Verbose

# Export each of the solutions - APPEND TO THIS LIST IF ADDITIONAL SOLUTIONS ARE CREATED
Export-CrmSolution -SolutionName _pHil -SolutionFilePath $  path -SolutionZipFileName _pHil.zip
Export-CrmSolution -SolutionName _Kevin -SolutionFilePath $  path -SolutionZipFileName _Kevin.zip

# Add changes
git add .

# Commit changes
git commit -m "Backup for $  date"

# Push changes
git push

# To enable mobile push notifications signup at notify17.net
# Notify upon completion
$  notifyParams = @{title="Solution Bakup Completion";content="Solutions have been backed up for $  date"}
Invoke-WebRequest -Uri https://hook.notify17.net/api/raw/<api> -Method POST -Body $  notifyParams

# DEPRECATED - use if want to collect all output into a single zip file
# Get the name/path for the zip archive
#$  archive = "C:\<path>\Solutions_$  date.zip"
# If the archive file already exists, delete it
# If(Test-path $  archive) {Remove-item $  archive}
# Add-Type -assembly "system.io.compression.filesystem"

Approach 2: Azure DevOps Pipeline

The PowerShell/on-prem/IAAS solution was effective and met the need, but we saw the advantage in leveraging newer technologies and rebuilt the solution as an Azure DevOps Pipeline.

Prerequisites

The following components or configurations are required for this approach:

  • A Dynamics Organization.
    • Appropriate access to publish customizations and export solution packages will be required.
    • As in the other approach, developers should be using named/specified solutions in Dynamics rather than customizing the Default Solution directly.
  • Azure DevOps Organization, with the following configured:
    • A Repository for the project. A Git repository was used in our case. If Team Foundation Version Control is configured for your project, changes will need to be made in the scripts and configuration elements of the Azure Pipeline. These changes are out of scope of this version of the solution documentation.
    • Admin rights to the ADO Organization in order to build and configure the Pipeline.
    • PowerApps Build Tools will be used as a key component in the Pipeline.

Building and Configuring the ADO Pipeline

  1. Identify which solutions are to be backed up from Dynamics. 
  2. In Azure DevOps, select Pipelines from the left navigation: 
     uvuNwQl Dynamics 365 Daily Solution Backup
  3. Create a new Pipeline. 
  4. Select “Use the classic editor” on the first screen: 
     QqPMg1o Dynamics 365 Daily Solution Backup
  5. Select the appropriate options here and click Continue: 
     QUmQJbC Dynamics 365 Daily Solution Backup
  6. Click Start with an Empty Job: 
     LBcRJQF Dynamics 365 Daily Solution Backup
  7. Save & Queue the Pipeline. Make sure the Repo exists or the Job will fail. 
  8. Next, we must ensure the identity running the Pipeline has appropriate permissions. Click the Settings icon and then Repositories: 
     kT3HX0g Dynamics 365 Daily Solution Backup
  9. Select the Repository to be backed up, then the User for the Build Service, and change the Contribute permission to “Allow”: 
     vHXUWms Dynamics 365 Daily Solution Backup
  10. Return to the Pipeline and enter Edit mode to start creating the steps. 
  11. The first two tasks needed are PowerApps Tool Installer and PowerApps Publish Customizations: 
     NYv9jfq Dynamics 365 Daily Solution Backup
  12. To configure these steps, we must first configure the environment connection. Click “Manage” for the PowerApps Environment URL: 
     lE3iSth Dynamics 365 Daily Solution Backup
  13. Click on “Create Service Connection”. 
  14. Select “Generic” and click “Next”. 
  15. Configure the connection with your endpoint URL and credentials. Click Save when complete. 
     EmlXGfx Dynamics 365 Daily Solution Backup
  16. Return to the Pipeline build and select the newly created URL:
     XARjjcX Dynamics 365 Daily Solution Backup
  17. Next, we will add the script to set up the dated folders. Click Add Task > Utility > Command Line: 
     eaa5yRM Dynamics 365 Daily Solution Backup
  18. The script for this first Command Line step is as follows: 
    for /f "tokens=1-4 delims=/ " %%i in ("%date%") do ( 
       set dow=%%i 
       set month=%%j 
       set day=%%k 
       set year=%%l 
    ) 
    @echo ##vso[task.setvariable variable=year]%year% 
    @echo ##vso[task.setvariable variable=month]%month% 
    @echo ##vso[task.setvariable variable=day]%day% 

  19. Create three variables for the Pipeline: “year”, “month”, and “day”: 
     G2KSJTH Dynamics 365 Daily Solution Backup
  20. Add and configure a PowerApps Export Solution task: 
     JCezKOy Dynamics 365 Daily Solution Backup
  21. Add another Command Line Script task to handle the Git commit, using the following script: 
    echo commit all changes 
    git config user.email user@domain.com 
    git config user.name "Automatic Build" 
    git checkout master 
    cd Backup 
    mkdir $  (year)$  (month)$  (day) 
    cd $  (year)$  (month)$  (day) 
    git add –all 
    git commit -m "solution init" 
    echo push code to new repo 
    git -c http.extraheader="AUTHORIZATION: bearer $  (System.AccessToken)" push origin master 

  22. The last step is to ensure the Job can use your OAuth token. Click on the job name, and scroll down to enable the OAuth checkbox: 
     787juSh Dynamics 365 Daily Solution Backup
  23. Save & Queue, then Run the job. 
  24. Once the Job has completed, go back to your repo and verify that the backup folder and file(s) have been created: 
     9VetnTA Dynamics 365 Daily Solution Backup

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Dynamics 365 Customer Engagement in the Field

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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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CRM Software Blog | Dynamics 365

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2 Ways to Streamline Your Microsoft Dynamics 365/CRM Solution

June 11, 2020   Microsoft Dynamics CRM
crmnav 2 Ways to Streamline Your Microsoft Dynamics 365/CRM Solution

Microsoft Dynamics 365 is a complete ERP (Enterprise Resource Planning) /CRM (Customer Relationship Management) system with many cutting-edge features and an abundance of useful tools. However, some of those valuable tools may have been designed for businesses very different from yours.

Do you feel that your Microsoft Dynamics 365 CRM is overly complicated? Are there features and tools that you never use? Having more technology than they need can be frustrating for users.

Option 1: Consider a more personalized system

One option for smaller, less complicated businesses is to switch to P2xRM, an affordable custom-built CRM solution. P2 can even work with you to transfer your Dynamics 365 licensing costs so you can stick to your budget. We ask questions, we listen, we learn about your requirements, and then we will build a system that automates your key business processes.  We won’t complicate your system with bells and whistles you’ll never use.  We’re all about giving you just what you need – nothing more, nothing less.

Another option is to stay with your Microsoft Dynamics 365/CRM solution, but adjust it to accommodate the specific needs of your business.

Option 2: Consider a Microsoft Dynamics 365 makeover

There are reasons you may choose to stick with your Microsoft Dynamics 365 solution. You’ve invested in the system. Perhaps it is mandated “from above,” or your company has an “all Microsoft” policy. Or maybe changing your CRM system, after a long and often painful evaluation, implementation, and extensive training, would not even be considered by the rest of your team. In that case, a makeover would be a viable solution.

Before we change anything, we’d want to review your business processes and the way you’re using your Dynamics system. Sometimes less is more, and you may find that you prefer to bypass unused tools and work with a streamlined version that does just what you want it to do.

For instance, if you are not in a business that gives quotes, you don’t need a quoting bar.  If you don’t do follow-up calls, you won’t need that bar either. A customized “quick links” pane can provide access to what’s most important to each individual or team.

You might wonder if you’d lose something important if you remove features or tools, or you may reason, “Just leave it in there. I paid for it. I might as well keep it.” But in fact, unnecessary gear just serves to confuse everybody. It makes training and user adoption more difficult and increases the chance of user error.

Exactly what you need to run your business. Nothing more, nothing less. Doesn’t that sound reasonable?

You know your business. We know CRM. Together we can determine precisely what you need and don’t need in your CRM system. Our goal at P2 Automation is to make CRM simple. Even a robust system such as Microsoft Dynamics 365 can be more user-friendly and efficient.

If you would like to review your current Microsoft Dynamics 365 CRM system to determine ways it can work better for your organization, contact our experts at P2 Automation today to schedule a strategy session.

By P2 Automation, p2automation.com

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CRM Software Blog | Dynamics 365

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Turn D365 into a Customer Relationship MAXIMIZING Solution

June 2, 2020   CRM News and Info
crmnav Turn D365 into a Customer Relationship MAXIMIZING Solution

What do we really want out of customer relationships? Yes, we all want to ensure customer satisfaction. Yes, we all want to keep customers engaged with our brand and products.

But let’s cut the malarkey: we mainly all want revenue. (And satisfied, engaged customers are the revenue drivers.)

Today, we’ll share a few tips on tweaking the “M” in CRM from management to maximizing. And it starts at the very first touch point.

“We have received your inquiry and will get back to you shortly.” Talk about a missed opportunity.

D365 (Sales, Marketing, Customer Service, Field Service, et al) gives you every means imaginable to fire off an email to people who have downloaded a whitepaper, signed up for a webinar, filled out a contact form, or otherwise interacted with you. And there’s no better time to get an open for an email, so why do so many businesses waste what’s basically a guaranteed open with a robotic reply?

Make sure every autoresponder you create in D365 is relationship maximizer: did they download a whitepaper on economic trends? Send them a link to a webinar on economic trends. Did they contact you for a demo? Send them a link to a one-pager or other “demo-primer.”

Don’t just thank them for reaching out to you. Build on why they reached out: give them more than they expected, and you’ll eventually get more in return.

Have you integrated your Dynamics 365 CRM with your ERP system, connecting marketing info (contacts, geo’s, etc.) with critical financial info? Have you connected LinkedIn Sales Navigator to provide “career context” for every customer communication? Have you created compelling customer journeys in D365 Marketing that feed data to customer service and sales reps in real-time?

Microsoft has a greater depth and breadth of tools and platforms than ever before, and they’re almost all centered around empowering a business with a completely automated, instantly available 360-degree view of every customer. If you’re using only D365 CRM to understand your customers’ needs, wants, and behaviors, you’re getting only a sliver of the big picture.

Yes, technically, you’re “managing” those customer relationships. But once you roll in the data of, for example, each customer’s website and social media behavior, career details, and other demographics data the Microsoft stack can provide, you move from customer relationship management to customer relationship maximization.

As stated, in the end (and usually the beginning and middle, too) customer relationships are all about maximizing revenue possibilities. Which means your sales quotes are one of the most critical communications you have with a customer.

Yes, a sales proposal is, in many ways, just another customer communication… just like a contract is just another communication. I.e., it’s important.

Not only that, but in many cases, your sales quote will be the first communication you send your customer that reaches a wider audience of decision makers, so ensuring it’s a relationship maximizer is absolutely critical.

You want the quotes you send to both build your brand and reflect your customer’s as well. You want the product and pricing configurations in your quotes to be priced optimally for you, and fairly for your customer. You want to dot T’s and cross I’s and ensure no detail is missed and no reply is late. You want a system dedicated to these features and functions, and within D365, which is why companies are adding CPQ to Dynamics.

CPQ maximizes every quote, making it more professional and more targeted, and optimizes the quote tracking process as well.

If you’re serious about customer relationship maximization, it’s time to get serious about how you’re creating, sending, and tracking the most critical step: the sales proposal.

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CRM Software Blog | Dynamics 365

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